Wealth Redefined®

We envision a financial plan to be this magical roadmap that tells us we're on track and that we'll have enough money. But is that how it works in reality?

Target date funds often show up in 401(k) plans and 529 plans as the "default" option. But what is a target date fund and should you use one?

PPP2 is available to small business owners. Should you apply? How is this round different? Is it possible to get it twice? What if you're a 1099? We cover these questions and more.

Whenever something newsworthy happens related to the stock market, interest increases and FOMO sometimes takes hold. Should you be trading stocks? What are the risks and benefits?

Sometimes things just don't work out. And it's ok. Let's talk about how to break up with your financial advisor gracefully and smoothly.

For entrepreneurs looking for ways to grow and make more money, the array of marketing options can seem overwhelming. But one approach is consistently reliable: referral marketing. Networking and referral marketing expert, Tiffanie Kellog joins us to teach us how to use referral marketing to grow and thrive.

The Roth IRA is a core retirement account that is a core component of many financial plans. But there are certain restrictions that can prevent people from using it. We'll talk about a workaround today called the "Backdoor" Roth IRA.

Every year, I do Chris Brogan's "Three Words" exercise to start the new year with purpose. I've done it for many years now and I am 100% in love with it. I'll share how I did last year and what my words are going to be this year. And I'll share how you can do it, too.

I'm indulging myself a bit for the last episode of the year. I'm going to give you a detailed description of what it looks like to work with me as a client.

So you've tried budgeting and you still struggle with it. You're not alone. That's why this episode features a conversation with Bari Tessler: Financial Therapist, Mentor Coach, Mama-preneur, and the Founder of The Art of Money. Bari shares her incredibly simple but powerful method of "Values-based Budgeting" which can create a positive mental shift and help you get "un-stuck" with budgeting.

Solo business owners or "solopreneurs" may feel like their retirement plan options are limited. But there is a great tool available: the Solo 401(k) plan. We discuss the details of this plan to help you decide if it's right for you.

The end of the year means taxes are on our minds. What can we do to be as tax-efficient as possible before the end of the year? Kim Padgitt from The Tax Advantage LLC has some insights for us.

You've got home mortgage questions? We've got answers. We chat with Brittany Green from Tucker Mortgage to cover all those questions that you've been wondering about when it comes to getting a mortgage.

We can all struggle with avoidance of money issues at certain points in our lives. Let's talk about how to move past them.

Starting a business can be an exciting adventure and it can be even more exciting to start it with a partner. Is this always a good idea? What should you think through before launching a partnership?

Many small businesses received a PPP Loan earlier this year. Now there are questions about forgiveness. We'll do a short update on the state of PPP Loan forgiveness.

Elections lead to heightened stress and emotions for many which can raise concerns about money. What does the data show about investing during a presidential election?

It's a good idea to review your credit report once a year. We'll discuss how to do that and what to look for.

Is ID theft protection worth it? How do these services work? We'll talk about the ins and outs of protecting yourself and whether to consider an ID theft protection service.

We live in a world driven by technology. This can make life easier but it can also open us up to vulnerabilities and hacks. It's a good idea to audit your personal cybersecurity practices on a regular basis to keep your money and life safe. In this episode, we'll walk through some security practices together to help minimize your exposure to nefariousness.

When we think of investment and saving for retirement (or financial independence), we often think of things like 401(k) and Roth IRA accounts. But there's another type of account that is pretty common and very flexible that a lot of people don't take advantage of. We'll discuss the Taxable Brokerage account and how to use it.

So many of us struggle with money and even more struggle to truly understand and define what wealth really means to them. And that's why Ryan Sterling wrote a book about it. Ryan is a friend of the show and a dynamic speaker, author, and financial advisor and joins this episode to share insights from his new book, "You're Making Other People Rich."

Pets are a part of the family, and they deserve quality medical care. But healthcare for pets can get expensive. Is it worth it to consider pet insurance?

Does it really make a difference what bank you use? Let's discuss.

Building an emergency fund is one of the most important steps of a financial plan. But it's hard! What are some tips and tricks to getting it done?