From Employee to Entrepreneur: Lessons from 25+ Years of Running a Business
Release Date: 06/20/2025
The 4 Money Beliefs That May Rule Your Life: A Re-Release
Creating Wealth
What if the biggest obstacle to building wealth isn't what you know, but what you believe? This is one of our most downloaded episodes ever, and we're bringing it back because three years later, it's more relevant than ever. In this conversation, Anastasia and Bill break down the four money beliefs, also called money scripts, that most of us picked up in childhood, long before we had any real experience with money. Because they formed so early, most people don't even know they have them. They cover: Money avoidance: the belief that money is bad, that you don't deserve it, or that good...
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The Richest Man in Babylon: The 7 Money Principles That Still Work 100 Years Later
Creating Wealth
What if the best financial advice ever written came from ancient Babylon and was published exactly 100 years ago? In this episode, Anastasia and Bill walk through the seven money principles from George S. Clason's classic The Richest Man in Babylon and break down why every single one of them still holds up in 2026. Bill has had his own handwritten notes from this book for decades, and today he brings them to the conversation. They cover: Pay yourself first — why 10% before anything else is the non-negotiable foundation of wealth, and what actually gets in the way Control your...
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Should You Rebalance Quarterly? Why Calendar-Based Rebalancing Might Cost You Returns
Creating Wealth
How often should you rebalance your investment portfolio? If you Google this question, you'll find the standard answer: quarterly or annually. But what if that advice doesn't fit YOUR situation? In this episode, father-daughter advisor team Bill and Anastasia Taber tackle the rebalancing debate: Questions answered: ✓ What is portfolio rebalancing and why does it matter? ✓ Why do passive investors rebalance on a calendar schedule? ✓ What does academic research say about rebalancing benefits? ✓ When should you break the quarterly rebalancing rule? ✓ How do...
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AI, Crypto & Market Chaos: Back-to-Basics Wealth Building for Millennials
Creating Wealth
Bitcoin dropped from all-time highs. AI agents are making headlines. Ray Dalio is warning about a once-in-a-generation debt cycle. So what should you actually do with your money right now? In this episode, we cut through the noise to help millennials navigate today's volatile markets. We break down what's really happening with crypto, investor sentiment, and the AI revolution, and why the fundamentals of wealth building matter more during uncertainty, not less. Here's what we cover: Why investor sentiment above 70% is a historical warning sign Ray Dalio's Big Cycle Framework and what...
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Thinking Rich vs. Thinking Poor: 5 Mindset Shifts to Rewire Your Wealth Thermostat
Creating Wealth
Why do lottery winners often end up broke within three years? Why do you suddenly face an unexpected car repair the moment you get a raise? It’s not bad luck—it’s your Money Blueprint. In this episode, we dive deep into the psychology of wealth with a breakdown of T. Harv Eker’s classic book, Secrets of the Millionaire Mind. We explore the groundbreaking premise that financial success is 80% psychology and only 20% mechanics. You can know everything about stocks and real estate, but if your internal "financial thermostat" is set to "struggle," you will subconsciously sabotage your...
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The 2026 Budget Refresh: Funding Your Future Self & The Keep, Kill, Pivot Method
Creating Wealth
Is your New Year's resolution to "spend less"? We think you can do better. In this episode, we ditch the restrictive "financial diet" mentality and focus on a Value-Based Audit for 2026. Budgeting isn't just about math; it's about alignment. We share our personal year-end spending reviews (the good, the bad, and the surprising) and introduce a new framework to help you design a budget that funds your "Future Self" rather than your past habits. In this episode, we cover: The Personal Audit: What we learned from our own spending in 2025. Keep, Kill, Pivot: A 3-step framework...
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The Financial Mental Load: Why You’re Too Tired to Budget & How to Stop the "Bandwidth Tax"
Creating Wealth
Are you "bad with money," or are you just exhausted? If your brain feels like a browser with 100 tabs open, you are likely carrying a heavy mental load. While we often talk about mental load regarding chores or parenting, there is a Financial Mental Load, the invisible worry, planning, and remembering, that is silently sabotaging your bank account. In this episode, we explore why burnout is not just an emotional issue; it is a financial one. We break down why smart, capable professionals struggle to stick to a budget and how decision fatigue leads to expensive impulse...
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Why Gratitude is the Ultimate Currency: Your Messages of Abundance & Thanks
Creating Wealth
It’s our favorite tradition of the year! In this special holiday episode, we step away from the spreadsheets and stock charts to focus on the "mental game" of money: Gratitude. We believe that an Abundance Mindset is critical for financial success. When you appreciate what you have, you make better spending decisions, feel less financial stress, and build wealth from a place of confidence rather than fear. Today, we are reading anonymous messages from our listeners, friends, and family sharing their wins, reflections, and moments of thanks from 2025. From big financial milestones...
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The Invisible Costs: Why Cognitive Biases (Not Math) Are Ruining Your Financial Decisions
Creating Wealth
Don't let your emotions and 'mental shortcuts' sabotage your financial future. This is the essential deep-dive into the Invisible Costs of Cognitive Biases and the behavioral finance secrets that cost millennials thousands in lost savings and poor investing decisions. If you know the basics of personal finance but still struggle with execution, this episode is for you. We move beyond "Behavioral Finance 101" to uncover the sneaky biases that drain your net worth without you realizing it. In this episode, you will learn: Restraint Bias: Why relying on "willpower" is the most...
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Bubbles & Chatbots: What You Really Need to Know About AI in 2025
Creating Wealth
Artificial intelligence is evolving at lightning speed, but how do you separate innovation from the hype? And what does any of this mean for your daily life, your privacy, and your investment decisions? In this episode, we break down the biggest AI breakthroughs since our last update and explore how everyday people can use chatbots without feeling overwhelmed. We cover simple AI use cases, the strategies that make AI far more powerful, and the biggest risks to watch out for when using AI casually, especially around privacy and financial tools. We also dig into the headlines about AI stocks,...
info_outlineEver 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 launch? What financial basics should you have in place? What do people often misunderstand about being your own boss? And what's still exciting about business ownership even after two decades?
Whether you're just starting to consider a career pivot or you're already building something of your own, this episode is packed with real-world insights and encouragement to help you stay the course.
Topics covered:
- What inspired Bill to start his own firm
- The mindset shift from W2 employee to business owner
- Habits that have supported long-term success
- Signs someone may not be ready to start a business yet
- How to balance daily operations with long-term growth
- What's still exciting after 25+ years in business
Have questions or ideas for future episodes? Email us at askcreatingwealth@taberasset.
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Our previous episodes on small business and well-being: