Your Financial Mindset: A Re-Release
Creating Wealth
What if your biggest financial obstacle isn’t your income or expenses, but your mindset? In this re-released episode, we're revisiting one of our most popular conversations. Originally recorded in 2020 as a follow-up to our discussion on having an abundance mentality, this episode explores how your thoughts, beliefs, and emotions around money can directly shape your financial future. Bill and Anastasia break down the subtle (and not-so-subtle) ways negative beliefs about money can hold you back. You’ll hear practical strategies for identifying limiting thoughts, shifting into an abundance...
info_outline
From Employee to Entrepreneur: Lessons from 25+ Years of Running a Business
Creating Wealth
Ever thought about leaving your 9-to-5 and building a business of your own? In this episode, we sit down with co-host and seasoned entrepreneur Bill Taber to explore what it really takes to succeed as a small business owner. With over 25 years of experience running a successful Registered Investment Advisory (RIA) firm, Bill shares hard-earned lessons on shifting from employee to entrepreneur, the habits that helped him stay grounded, and the biggest mindset changes he's made along the way. We dive into questions aspiring business owners often wrestle with: How do you know if you're ready to...
info_outline
All About Roth: How It Works, When to Contribute, and Advanced Strategies
Creating Wealth
Confused about Roth accounts? You’re not alone. In this episode, we’re breaking down one of the most important—and misunderstood—topics in retirement planning in the U.S. We’ll walk through the key differences between Roth and Traditional accounts, income limits for Roth contributions, and how Roth 401(k)s compare to Roth IRAs. You’ll also learn when it makes sense to contribute to a Roth, how the backdoor Roth strategy works, and when a Roth conversion might benefit your long-term plan. Plus, we’ll cover early withdrawal rules, required minimum distributions (RMDs), and...
info_outline
AI in 2025: What’s New, What’s Next, and What It Means for You, Part Two
Creating Wealth
Welcome to our annual AI update! A lot has changed in just a year, and in 2025, artificial intelligence is advancing faster than ever—impacting how we work, live, and interact with the world around us. In this two-part series, we break down the biggest developments in AI, how it’s becoming embedded in our everyday lives, and what you can do to stay ahead of the curve. In Part One, we focused on how AI has evolved over the past year, the most important trends to watch over the next 12–18 months, and what the average person should understand about the current pace of AI development. We...
info_outline
AI in 2025: What’s New, What’s Next, and What It Means for You, Part One
Creating Wealth
Welcome to our annual AI update! A lot has changed in just a year, and in 2025, artificial intelligence is advancing faster than ever—impacting how we work, live, and interact with the world around us. In this two-part series, we break down the biggest developments in AI, how it’s becoming embedded in our everyday lives, and what you can do to stay ahead of the curve. In Part One, we focus on how AI has evolved over the past year, the most important trends to watch over the next 12–18 months, and what the average person should understand about the current pace of AI development. We also...
info_outline
What Now? Navigating Job Loss and Industry Disruption
Creating Wealth
In this episode, we talk about how to take control after a job loss and make smart decisions for your financial future and career. We discuss what to do in the immediate aftermath, including addressing the emotional impact of job loss and what key financial steps to take. You’ll also hear practical advice on how to start planning your next move, especially if your industry is evolving or no longer viable. Whether you’ve just been laid off, are navigating a major career pivot, or you’re supporting someone who is, this episode is here to guide you through those uncertain moments. For...
info_outline
Should I Have Kids? Expert Insights on Emotional and Financial Preparedness – with Ann Davidman
Creating Wealth
In this insightful episode, we tackle one of life’s most consequential decisions: "Should I Have Kids?" with the help of our special guest, Ann Davidman—a seasoned marriage and family therapist from the San Francisco Bay Area. Together, we delve into the process of choosing or not choosing parenthood, and the role of financial readiness. Whether you're on the fence about starting a family or simply curious about the balance of emotional and financial preparedness, this episode offers valuable guidance to help you make a thoughtful, informed decision. Ann Davidman is a seasoned expert who...
info_outline
Baby Finances 401
Creating Wealth
Welcome to a very special episode of our podcast! We’re taking a break from our usual deep dives into personal finance to explore a fun, unconventional perspective—through the eyes of Anastasia's toddler daughter (and Bill's granddaughter). We'll skip over the advanced classes in baby finances and jump straight to Baby Finances 401, where we ask the hard and existential questions about money. For questions, comments, and topics, you can email us at . Don't forget to subscribe and review us—your support helps us bring more joy and insightful conversations to our community!
info_outline
From Theory to Practice: How to Increase Your Well-Being Every Day, Part Two
Creating Wealth
Welcome back to our March series on well-being, inspired by Yale’s renowned Science of Well-Being course by Professor Laurie Santos. In our last episode, we debunked common myths about happiness and explored how our brains sometimes lead us astray in our pursuit of joy. In Part Two, we’re making it practical by delving into research-backed strategies that can boost your happiness and well-being. We unpack the concept of “rewirements” and discuss how small, intentional habits like practicing kindness, savoring positive moments, and daily gratitude can counteract...
info_outline
What Really Makes Us Happy? Insights from Yale's Science of Well-Being, Part One
Creating Wealth
Welcome to our March series on well-being, inspired by Yale’s renowned Science of Well-Being course by Professor Laurie Santos. In this first episode, we dive into the core misconceptions about happiness and explore how our minds can sometimes trick us into chasing the wrong goals—like believing that a promotion or more money will automatically bring joy. We break down the science behind what truly makes us happy, discussing what factors play critical roles in boosting our overall well-being. We also examine the impact of social media on our perceptions of happiness and...
info_outlineIn this episode, we dive into essential tax strategies tailored for young investors. Discover the key differences between Roth and traditional IRAs and understand how these choices impact your tax strategy. We'll explain the concept of tax diversification and its importance for building a resilient financial future. Learn how to prioritize contributions to tax-advantaged accounts like 401(k)s, Roth IRAs, and HSAs, and avoid the five common mistakes that young investors may make.
We'll also discuss how different types of investment accounts influence your tax burden and break down the nuances of capital gains taxes, dividends and interest income. Equip yourself with the knowledge to navigate taxes effectively and build wealth with confidence.
For questions, comments, and topic suggestions, email us at [email protected]. Don't miss out-subscribe now to stay informed on the latest investment trends and personal finance topics!
Related Episodes: