From Employee to Entrepreneur: Lessons from 25+ Years of Running a Business
Release Date: 06/20/2025
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,...
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From Scarcity to Success: The Neuroscience of Financial Confidence with John Longhill
Creating Wealth
What if the biggest barrier to financial success isn’t your income, but your mindset? In this episode, we sit down with John Longhill, a certified NeuroChange Solutions consultant who teaches Dr. Joe Dispenza’s Change Your Mind – Create New Results program. John helps people understand the neuroscience behind their thoughts, how past experiences and subconscious patterns shape their financial behaviors, and how to rewire the brain for confidence, clarity, and abundance. We explore how to break free from scarcity thinking, overcome limiting beliefs about money, and...
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National Debt Update: How We Got Here and What Comes Next
Creating Wealth
The U.S. national debt has surged to record highs, crossing $38 trillion and counting. What does that really mean for the U.S. economy and our financial future? In this episode, we revisit the topic of America’s debt since our discussions in 2020 and 2023 and explore how we got here, what potential solutions exist, and most importantly, what you can do about it. You’ll come away with a clear understanding of how America’s debt story impacts your own financial picture, and one simple takeaway you can apply today. Don't forget to subscribe, leave a review, and share this episode with...
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Beyond Stocks & Bonds: Understanding Alternative Investments
Creating Wealth
Alternative investments (also known as “alts”) are gaining traction with investors who want to go beyond the traditional 60/40 portfolio. But what exactly are they? And are they a good fit for your financial goals? In this episode, we break down everything you need to know about alternative investments. We’ll explain what qualifies as an alt, how they differ from stocks and bonds, and why they’ve become more popular and accessible in recent years. You’ll also learn about different types of alts, from real estate and private equity to cryptocurrencies and collectibles, and the...
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Money Smarts & Mindset: Financial Confidence with Jenny Groberg
Creating Wealth
In this episode, we sit down with Jenny Groberg, founder and CEO of BookSmarts Accounting, to talk about what it really means to feel confident with your finances. Jenny brings both strategic know-how and real-life perspective as a CEO, financial educator, and mom of five. We discuss how personal and business finances differ (and why it matters), how AI is transforming bookkeeping and accounting, and what financial habits truly build long-term success. Jenny also shares empowering advice for women and younger professionals who want to feel more in control of their money, plus one common...
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When Adult Kids Still Rely on You: How to Support Without Sacrificing Retirement
Creating Wealth
Are you still helping your adult children financially while also trying to plan for your own retirement? You’re not alone. A recent AARP survey found that 75% of parents with adult children provide some financial support, often averaging more than $7,000 a year. In this episode, we explore how today’s financial landscape is shifting parenthood later into life and what that means for your long-term financial well-being. We’ll talk about: Why more parents are supporting adult kids longer What conversations you should be having with your children How to evaluate what’s help and...
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What History Teaches Us About the Future of the U.S. Economy
Creating Wealth
Is America on the decline, and what does that mean for your financial future? In this thought-provoking episode, we unpack key ideas from billionaire investor Ray Dalio’s Principles for Dealing with The Changing World Order: Why Nations Succeed and Fail and explore how rising global powers, growing debt, and historical cycles could reshape the economy in the years ahead. We break down the indicators Dalio uses to measure a nation's strength and examine how the U.S. stacks up today. We also explore what it means if the U.S. loses its reserve currency status, and how everyday...
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What the One Big Beautiful Bill Act Means for Your Wallet
Creating Wealth
What’s the One Big Beautiful Bill Act and why is it making U.S. headlines? In this episode, we break down this new major tax law and explore how it affects financial planning for individuals, families, business owners, and retirees. From changes to deductions and the SALT cap, to new opportunities for saving and investing, we’ll discuss what’s in the bill, why it matters, and the steps you might want to take now to prepare for 2025 and beyond. If you’re a U.S. taxpayer curious about how the OBBBA may affect your wallet, or you want to understand how this may impact...
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The Psychology of Spending: What Actually Makes Us Happier?
Creating Wealth
Can money actually buy happiness? In this episode, we explore the surprising science behind happier spending, based on insights from the book Happy Money by Elizabeth Dunn and Michael Norton. We dive into five key principles—like buying experiences instead of things, making indulgences rare, and investing in others—to help you make financial decisions that actually enhance your well-being. If you enjoy the episode, don’t forget to subscribe, leave us a review, and share it with a friend who wants to spend more meaningfully. You can email us with any comments, questions, or...
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Financial Misinformation: How to Protect Yourself from Bad Advice
Creating Wealth
In today’s digital age, financial misinformation is everywhere, especially on social media platforms like TikTok, Instagram, and YouTube. In this episode, we’re diving into the growing problem of financial misinformation online and how it can seriously impact your financial future. Join us as we discuss what financial misinformation is, how common it is for people to seek financial advice online, and the most popular money myths circulating today. We’ll also break down the real-life consequences of following bad advice and what you should know before taking action on any financial...
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.
Don’t forget to subscribe, leave a review, and share this episode with someone dreaming of starting their own business!
Our previous episodes on small business and well-being: