Wealth Redefined®

Are you thinking of investing in Bitcoin or other digital assets? Are you experiencing FOMO but not sure if it's wise to invest and if so, how much? And what about the environment? Isn't Bitcoin an energy hog? We'll discuss all this and more.

Many people save for financial independence using an employer-provided 401(k) plan. It's the most well-known retirement plan today. But what if you don't have access to one? What are your options?

If you're starting or running a business, you may have heard of an EIN (Employer Identification Number). Do you need one? What's it for?

Budgeting with an irregular income can be a challenge. But it's not impossible. We'll cover some approaches and tips for making your budget work even with unpredictable cash flow.

Are you an entrepreneur or someone with entrepreneurial aspirations? Whether or not you want to have an exit plan, it's important to be intentional about it. And if you do want to sell someday, what does the path look like?

Should you invest in bigger lump sums or is it better to invest on a steady recurring schedule? Let's discuss.

Whether you are a business owner hiring people or you are working for someone else. knowing the rules of how people should be classified is really important. We'll unpack the differences in this episode.

Relating with money can sometimes be complicated and we often lie to ourselves about it. We're joined by fellow financial advisor, Dan VanDusen to discuss 7 of the most common money lies we see.

It's often easy to default to accepting the life or disability insurance from an employer and feel like you've "checked the box". But is this wise?

When you set up an investment account, you typically store your money at a "custodian". But what is that and why does it matter?

The world of finance can seem like a mysterious black box at times. Do you often wonder what your financial advisor is actually doing? Let's find out!

Are there financial benefits to hiring your child? Learn how to do it properly and how it can help you transfer money efficiently to your child.

Financial planning doesn't (always) have to be complicated. And it's not always 100% about the math. Learn how to create a simple, impactful financial plan that you will actually read and maintain using only a Google Doc or Word Doc.

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.