Money Matters Episode 248 – Lending and Taxes for the Small Business Owner W/ Charlene Quah & WenFang Bruchett
MONEY MATTERS with Christopher Hensley
Release Date: 11/04/2019
Money Matters 323- Avoiding Financial Pitfalls for New Widows W/ Alexandra Armstrong and Mary Donahue
MONEY MATTERS with Christopher Hensley
Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A Widow's Guide to Emotional and Financial Well-Being. Together, they share critical advice on how widows can navigate their financial futures while coping with loss. Learn about common mistakes new widows make, including rushing into irrevocable decisions, and discover practical tips for leveraging support networks. Whether you're facing these challenges or preparing for future financial...
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Money Matters Episode 322- Life Planning, Mindfulness, and the Future of Fiduciary Advice W/ George Kinder
MONEY MATTERS with Christopher Hensley
Unlocking Financial Freedom with George Kinder: Life Planning, Mindfulness, and the Future of Fiduciary Advice In this episode, we sit down with financial expert and visionary George Kinder, known for his revolutionary approach to financial advising through "Life Planning." George shares how aligning your finances with your deepest life goals can unlock true freedom and fulfillment. Discover: How fiduciary duty should prioritize humanity, truth, and sustainability. The power of mindfulness in creating authentic financial plans. The "Three Domains of Freedom"—financial, inner, and outer...
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Money Matters Episode 321- Outsmarting The Money Magicians W/ Chris Manske
MONEY MATTERS with Christopher Hensley
In Episode 321 of Money Matters, host Christopher Hensley is joined by Christopher Manske, founder of Manske Wealth Management. Christopher, a former U.S. Army captain and Merrill Lynch financial trainer, brings his extensive knowledge to the conversation, sharing key strategies for building wealth through disciplined saving. He emphasizes the importance of saving a portion of every income source first, a strategy that he believes is crucial for achieving financial security. Throughout the episode, Christopher discusses the benefits of adopting a savings-first mentality, contrasting it with...
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Money Matters Episode 320- Gen X Guide to Early Retirement W/ Dalene Higgins
MONEY MATTERS with Christopher Hensley
In this episode of the Money Matters Podcast, we sit down with Dalene Higgins, founder of Elevate Finances and host of the Wealthy After 40 podcast, to explore her journey to financial independence and early retirement at age 50. Dalene shares actionable insights on budgeting, debt management, and overcoming financial hurdles, especially for Gen Xers and women over 40. Discover how Dalene's unique strategies and coaching can help you achieve financial freedom and stability. Tune in to learn practical tips for preparing for retirement, creating successful money routines, and managing...
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Money Matters Episode 319- Couples and Money: Mastering Financial Conversations with Chris Wong
MONEY MATTERS with Christopher Hensley
Navigating Financial Conversations with Chris Wong | Money Matters Podcast Description: Welcome to another insightful episode of the Money Matters Podcast! Join host Christopher Hensley as he sits down with Chris Wong, a seasoned therapist and executive coach, to delve into the intricacies of managing financial conversations within relationships. In This Episode, We Cover: Chris Wong’s Journey: Discover Chris Wong’s background as a therapist and executive coach. Financial Conversations: Tips on how to start and navigate tough financial discussions with your partner. Conflict Resolution:...
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Money Matters Episode 318- Securing Your Legacy: Estate Planning with Adam Zuckerman
MONEY MATTERS with Christopher Hensley
Welcome to today's episode of the Money Matters Podcast, where we dive deep into the waters of finance and come up with pearls of wisdom that keep your pockets full and your mind even fuller. In this episode, host Christopher Hensley is joined by Adam Zuckerman, a seasoned attorney and the innovative founder of Buried in Work. Together, they explore the critical topic of estate planning and how it's essential for everyone, not just the wealthy. **Episode Highlights:** - Discover the shocking reality of estate planning through Adam's personal journey. - Learn why even at a young age, it's...
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Money Matters Episode 317- Inflation and Retirement in Emerging Markets W/ Jason Hsu
MONEY MATTERS with Christopher Hensley
Welcome to Episode 317 of Money Matters: Inflation and Retirement in Emerging Markets In this riveting episode, Jason Hsu dives deep into the complexities of inflation and its long-term impact on retirement planning. With a focus on emerging markets. Jason provides invaluable insights that are a must-listen for pre-retirees and anyone interested in understanding the future of finance. What You'll Learn: How global demographic shifts, particularly the aging population in developed markets, are influencing economic structures. Episode Highlights: The Impact of Aging Demographics on...
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Money Matters Episode 316 - ESG, SRI, and Beyond with Melissa Reaktenwalt
MONEY MATTERS with Christopher Hensley
In this insightful episode of the "Money Matters" podcast, financial advisor Melissa Reaktenwalt shares her 18-year journey in the wealth management industry. She discusses her transition from the credit union sector to owning her own firm, the significance of ESG and SRI principles in values-based investing, and her role as a public speaker. Melissa's experiences provide invaluable insights into navigating diverse financial channels and incorporating sustainable investing options. This episode also explores diversity in the financial sector, highlighting Melissa's perspective as a minority...
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Money Matters Episode 315- Don't Retire ... Graduate W/ Eric Brotman
MONEY MATTERS with Christopher Hensley
In this groundbreaking episode of Money Matters, host Chris Hensley dives deep into a transformative conversation with Eric Brotman, CEO of BFG Financial Advisors and the author of "Don't Retire, Graduate." Eric shares invaluable insights on how to rethink retirement planning, strategies for financial independence, and the steps you can take at every life stage to secure your financial future. This episode is a must-watch for anyone looking to redefine their journey to retirement and discover how to make their wealth work for them. Introduction: Chris Hensley introduces the theme of the...
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Money Matters Episode 314 - Money Talks W/ Skyler Fleming
MONEY MATTERS with Christopher Hensley
Welcome to Episode 314 of Money Matters, celebrating Financial Literacy Month with a special guest, Skyler Fleming from Money Talks. This episode dives into how crucial conversations about finances can significantly alter your economic perspective and future. In recognition of Financial Literacy Month, Skyler shares compelling stories and actionable insights on overcoming financial hurdles, from lifestyle creep to syncing with your partner on budgeting and savings. Learn the steps to financial freedom, the importance of starting financial education early, and strategies to enhance your...
info_outlineSmall business owners are famous for taking as many deductions at tax time as the possibly can. When it comes time to get a car loan, mortgage or business loan they are disappointed to find out they are declined. How can entrepreneurs find balance preparing for a loan and making sure they are doing the right thing at tax time.
We were joined today by CPA, Charlene Quah , and WenFang Bruchett
Licensed in Texas State Board and American Institute of Certified Public Accountants, Charlene Quah, CPA, possessed more than 10 years of professional experience including accounting, business management, tax preparation, tax planning, audit, review, compilation and business consulting. She is currently the principal of XQ CPA PLLC, a firm that goes extra miles to help businesses in increasing profitability, reducing taxes and better manage cash flows. Charlene is also a frequent guest speaker for many business events for small businesses. Charlene had also completed the American Institute for Certified Tax Coaches’ inaugural training program leading to the Certified Tax Coach designation, a program that focuses on court-tested, IRS-approved strategies for minimizing Alternative Minimum Tax, maximizing deductions from real estate and passive activities, maximizing retirement savings, and similarly powerful strategies.
WenFang Bruchett is the organization's guiding force and an accomplished banking professional with 25 years of experience. She is a former executive for a global finance organization where she managed over $200 million in assets. She has used that know-how to help transform the lives of thousands of consumers and entrepreneurs from financial rock bottom to financial solvency and wealth - even helping early stage entrepreneurs secure capital.
Through their C.A.S.H.Formula (an acronym for Credit, Assets, Savings, Health), Ms. Bruchett and BlissFinance are on a mission to empower individuals and businesses to maximize their hard-earned money and live a wealthier, healthier and happier life.
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