Creating Wealth
Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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Bubbles & Chatbots: What You Really Need to Know About AI in 2025
11/21/2025
Bubbles & Chatbots: What You Really Need to Know About AI in 2025
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, sky-high valuations, and whether we’re entering bubble territory…or just seeing noise. You’ll learn what’s trustworthy, what’s exaggerated, and how to stay grounded when markets get loud. We discuss: The most important AI breakthroughs since our last update: -AI’s current “superpower” -Practical ways to use chatbots in daily life -Frameworks for going beyond basic prompts -The biggest risks of using AI casually (and how to avoid them) -How to tell whether AI-powered financial tools are trustworthy -What to know about privacy when using chatbots or AI assistants -Whether AI stocks are entering bubble territory: what’s valid and what's noise If you’re curious about using AI to improve your life and want to understand today’s market environment, this episode will ground you in what matters most. For questions, comments, or feedback, email us at . Be sure to subscribe and leave a review to stay updated on future episodes. Related Episodes
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From Scarcity to Success: The Neuroscience of Financial Confidence with John Longhill
11/07/2025
From Scarcity to Success: The Neuroscience of Financial Confidence with John Longhill
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 create lasting change through intentional mindset shifts. Whether you’ve struggled with fear of not having enough, guilt about spending, or constant financial comparison, this conversation will help you take steps toward a healthier, more empowered relationship with money. In this episode, you’ll learn: -What it really means to “change your mind” (and why it matters) -The neuroscience behind scarcity vs. abundance thinking -How to retrain your brain for success and financial confidence -Simple, science-backed strategies to sustain mindset shifts long-term If you’re ready to stop feeling stuck and start thinking differently about your potential, this episode is for you. Listen now and don’t forget to subscribe, share, or leave a review to help others discover tools for financial growth and emotional well-being. For future podcast topics, you can email us at . Resources:
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National Debt Update: How We Got Here and What Comes Next
10/24/2025
National Debt Update: How We Got Here and What Comes Next
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 someone who could benefit. For future podcast topics, you can email us at . Related episodes:
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Beyond Stocks & Bonds: Understanding Alternative Investments
10/10/2025
Beyond Stocks & Bonds: Understanding Alternative Investments
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 potential benefits and risks of adding them to your portfolio. We’ll walk through: What counts as an alternative investment How alts are different from traditional assets Real estate, hedge funds, private equity, crypto, collectibles, and more Why some investors use alts to hedge against inflation and diversify Risks to watch out for: liquidity, fees, complexity, and lock-up periods Who alts are best suited for, and what questions to ask before investing If you're curious about alts, this episode will help you make smarter, more informed decisions. Don't forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at .
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Money Smarts & Mindset: Financial Confidence with Jenny Groberg
09/26/2025
Money Smarts & Mindset: Financial Confidence with Jenny Groberg
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 financial myth she wishes everyone would leave behind. Don’t forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at . Jenny's company: BookSmarts Instagram: Jenny's Instagram:
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When Adult Kids Still Rely on You: How to Support Without Sacrificing Retirement
09/12/2025
When Adult Kids Still Rely on You: How to Support Without Sacrificing Retirement
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 what’s enabling What you should do if you are supporting your adult children financially How to foster financial independence If you have adult children, will soon have adult children, or are someone receiving parental support yourself, this episode will help you understand balancing love with financial responsibility and long-term planning. Don’t forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at .
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What History Teaches Us About the Future of the U.S. Economy
08/29/2025
What History Teaches Us About the Future of the U.S. Economy
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 investors can protect their wealth through diversification, hard assets, and financial resilience. Whether you're curious about global economics or just want to better prepare for the future, this episode offers practical insights inspired by one of the world's most respected financial minds. Don’t forget to subscribe, leave a review, and share this episode with someone who wants to stay ahead of economic changes. For future podcast topics, you can email us at .
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What the One Big Beautiful Bill Act Means for Your Wallet
08/15/2025
What the One Big Beautiful Bill Act Means for Your Wallet
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 the U.S. economy and standing within the world order, this episode will help you understand the key takeaways from this major piece of legislation. What You’ll Learn in This Episode: What the One Big Beautiful Bill Act is and why it’s important How tax changes affect everyday taxpayers New deductions and savings strategies Practical steps you can take now to prepare for 2025 tax planning Related Episodes If you enjoyed this episode and want to stay ahead of financial planning changes, subscribe to the podcast, leave us a review, and share this episode with a friend or colleague who could benefit from the discussion.
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The Psychology of Spending: What Actually Makes Us Happier?
08/01/2025
The Psychology of Spending: What Actually Makes Us Happier?
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 topics for future episodes at . Related episodes: Resources:
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Financial Misinformation: How to Protect Yourself from Bad Advice
07/18/2025
Financial Misinformation: How to Protect Yourself from Bad Advice
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 information you find online. In this episode, you’ll learn: What counts as financial misinformation Why social media is a hotspot for misleading money advice The most common personal finance and investing myths online How bad advice can derail your financial goals How to evaluate financial advice found online Before you act on that next viral money tip, listen to this essential conversation on protecting your finances from misinformation. Questions or feedback? Email us at and don’t forget to subscribe and share if you find this helpful!
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Your Financial Mindset: A Re-Release
07/04/2025
Your Financial Mindset: A Re-Release
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 mindset, and staying positive. Whether you're working toward financial independence or simply trying to feel more confident with your money choices, this episode will help you reset your mindset and approach wealth creation with intention. Topics Covered: How negative beliefs about money develop (and how to reframe them) The impact of social media and news on financial confidence Why abundance thinking is essential for long-term success Simple mindset shifts that can change your financial trajectory Questions or feedback? Email us at and don’t forget to subscribe and share if you find this helpful! Related Episodes:
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From Employee to Entrepreneur: Lessons from 25+ Years of Running a Business
06/20/2025
From Employee to Entrepreneur: Lessons from 25+ Years of Running a Business
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 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 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: Resources:
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All About Roth: How It Works, When to Contribute, and Advanced Strategies
06/06/2025
All About Roth: How It Works, When to Contribute, and Advanced Strategies
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 how to incorporate Roth accounts into your overall retirement and tax diversification strategy. Whether you’re building your retirement roadmap or fine-tuning your portfolio, this conversation is packed with actionable insights to help you make the most of your money—now and in the future. We cover: The difference between Roth and Traditional accounts Roth IRA vs. Roth 401(k): Which one fits your goals Income limits for Roth contributions How and when to use a backdoor Roth What Roth conversions are and when they make sense Early withdrawal rules and how to avoid penalties How to include Roth accounts in a long-term retirement and tax diversification strategy Enjoy the show? Please subscribe, leave a review, or share this episode with a friend! Got questions or topics you'd like us to cover? Email us at —we’d love to hear from you.
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AI in 2025: What’s New, What’s Next, and What It Means for You, Part Two
05/22/2025
AI in 2025: What’s New, What’s Next, and What It Means for You, Part Two
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 also shared how we’ve personally been integrating AI tools into our daily lives—both professionally and at home. In Part Two, we’ll explore how AI is transforming the job market, which roles are being affected most (both positively and negatively), and the ethical concerns that are rising along with the technology. We’ll wrap with practical advice on how to stay informed and remain adaptable in a rapidly changing AI-driven world. For questions, comments, or feedback, email us at . Be sure to subscribe and leave a review to stay updated on future episodes. Check out our previous episodes on AI:
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AI in 2025: What’s New, What’s Next, and What It Means for You, Part One
05/09/2025
AI in 2025: What’s New, What’s Next, and What It Means for You, Part One
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 share how we’ve personally been integrating AI tools into our daily lives—both professionally and at home. In Part Two, we’ll explore how AI is transforming the job market, which roles are being affected most (both positively and negatively), and the ethical concerns that are rising along with the technology. We’ll wrap with practical advice on how to stay informed and remain adaptable in a rapidly changing AI-driven world. For questions, comments, or feedback, email us at . Be sure to subscribe and leave a review to stay updated on future episodes. Check out our previous episodes on AI:
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What Now? Navigating Job Loss and Industry Disruption
04/25/2025
What Now? Navigating Job Loss and Industry Disruption
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 questions, comments, or feedback, email us at . Be sure to subscribe and leave a review to stay updated on future episodes.
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Should I Have Kids? Expert Insights on Emotional and Financial Preparedness – with Ann Davidman
04/11/2025
Should I Have Kids? Expert Insights on Emotional and Financial Preparedness – with Ann Davidman
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 has spent years working with others on this very topic. Ann earned her graduate degree from San Francisco State University. She’s a member of the California Association of Marriage and Family Therapists (CAMFT) and maintains a successful private psychotherapy practice in the San Francisco Bay area. She’s been featured in numerous publications, including Vox, The Washington Post, The New York Times, Fatherly, Refinery 29, Baby Center, ABC Australia, +Lifehacker, The Daily Mail, and more. Have questions or comments? Reach out to us at , and don't forget to subscribe and leave a review. Tune in now for an essential conversation that could shape your future. Resources: Connect with us on LinkedIn: and
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Baby Finances 401
04/01/2025
Baby Finances 401
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!
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From Theory to Practice: How to Increase Your Well-Being Every Day, Part Two
03/28/2025
From Theory to Practice: How to Increase Your Well-Being Every Day, Part Two
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 hedonic adaptation. We’ll explore the power of resetting your reference points, the benefits of meditation, and offer actionable tips to seamlessly integrate these happiness habits into your everyday life. Whether you’re seeking an abundance mindset or looking for practical ways to enhance your personal well-being, this episode is packed with insights to help you cultivate lasting happiness. Tune in now to discover the one key takeaway that could transform your approach to living a better life! For questions, comments, or topic suggestions, email us at . Enjoy the episode! Resources: Connect with us on LinkedIn: and
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What Really Makes Us Happy? Insights from Yale's Science of Well-Being, Part One
03/14/2025
What Really Makes Us Happy? Insights from Yale's Science of Well-Being, Part One
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 share actionable mindset shifts that can help you adopt an abundance mentality. Given the wealth of information offered in this course, we are splitting this conversation into two episodes. Part One will focus on what are misconceptions about happiness, how our minds trick us, and what actually makes us happy. Part Two will focus on how to apply practical strategies to increase your well-being and happiness. Tune in and join us on this journey to rethink what truly brings joy and to set the stage for a more fulfilling year! For questions or comments, reach out to us at . Enjoy the episode! Connect with us on LinkedIn: and
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Regulating Emotions During Jumpy Markets: A Re-Release
02/28/2025
Regulating Emotions During Jumpy Markets: A Re-Release
Welcome back to the podcast! In this re-released episode, we revisit one of our most popular discussions—"Regulating Emotions During Jumpy Markets"—with fresh context for 2025. With the U.S. stock market at all-time highs and investment returns in 2023 and 2024 rivaling those of the dot-com boom, our conversation on market volatility has never been more relevant. In this episode, Bill shared his personal insights on the turbulent market conditions of May 2022—when inflation began to surge. He even drew a compelling analogy between Mito Pereira’s 2022 PGA Championship loss and the resilience required to navigate challenging market conditions. We also discussed whether it was time for investors to adjust their strategies amid ongoing economic uncertainties. If you’re feeling the market jitters or simply seeking guidance on maintaining focus on your long-term financial goals, this episode provides practical strategies for regulating your emotions and staying on course. For any questions or comments, feel free to reach out at . Tune in for timely insights that help you navigate the ups and downs of today’s market! Resources: Connect with us on LinkedIn: and
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Finances and Forever: Building a Strong Foundation for Marriage - with Rev. Dr. Scott Paczkowski
02/14/2025
Finances and Forever: Building a Strong Foundation for Marriage - with Rev. Dr. Scott Paczkowski
Thinking about getting married? Before saying "I do," it’s crucial to have honest conversations about communication, finances, and long-term goals to build a strong foundation for your marriage. In this episode, Rev. Dr. Scott Paczkowski, senior pastor at Westminster Presbyterian Church in Des Moines, IA, joins us to share his insights from years of pre-marital counseling experience. We’ll discuss: - The most common areas of conflict in marriage and how to address them early - Key questions couples should ask each other before getting married - How to improve communication and navigate financial differences - Steps to grow together emotionally and spiritually as a couple If you’re engaged, newly married, or planning for the future, this episode will help you prepare for a successful marriage with practical tips and expert advice. Have thoughts on this episode or a question for us? We’d love to hear from you! Connect with us on LinkedIn or send us an email at . Don’t forget to subscribe and leave a review—it helps others find the show! Resources: Connect with us on LinkedIn: and About
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All About Tariffs: What They Are and Why They Matter to You
01/31/2025
All About Tariffs: What They Are and Why They Matter to You
Tariffs—what are they, and why do they matter to you? In this episode, we break down the basics of tariffs, explaining why governments use them and how they impact everything from the price of everyday goods to job opportunities. If you’re wondering whether certain products will get more expensive or how global trade policies affect your financial future, we’ve got you covered. We’ll also dive into real-world examples, exploring how tariffs on industries like steel and electronics have shaped markets and consumer prices. Plus, we’ll discuss what these policies mean specifically for Millennials and Gen Z, from the impact on jobs to the cost of living. If you’ve ever wanted to make sense of the headlines and understand how trade decisions impact your daily life, this episode is for you! Don't forget to subscribe or share this episode with a friend. Have questions, thoughts, or ideas for future episodes? We'd love to hear from you--reach out on social media or send us an email to . Resources: Connect with us on LinkedIn: and
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10 Tiny Tweaks That Will Transform Your Budget in 2025
01/17/2025
10 Tiny Tweaks That Will Transform Your Budget in 2025
Start your financial year off right! In this episode, we review how our budgets went in the last year, what we learned, and what we want to focus on in the next year. We’ll also explore why focusing on small tweaks—not massive overhauls—is the key to long-term success, and reveal ten simple adjustments you can make to improve your budget and save more money. From tracking hidden expenses to optimizing your subscriptions, we’ll break down practical tips that anyone can implement. We’ll tackle common challenges, like staying motivated when progress feels slow, and share strategies to bounce back if you fall off track. Whether you’re looking to take control of your finances for the first time or refine your current system, this episode is packed with insights to help you achieve your 2025 financial goals. Tune in and discover which tiny tweak could make the biggest difference in your budget this year! If there’s one tweak from today’s conversation that resonated with you, we’d love to hear about it! Share your thoughts, questions, or successes with us on social media or through email at . And if you found this episode helpful, don’t forget to share it with a friend who might also be looking to level up their financial game in 2025. Resources: Connect with us on LinkedIn: and Check out our other annual budgeting episodes:
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Understanding the 4 Levels of Wealth: Where Do You Stand and How Can You Level Up?
01/03/2025
Understanding the 4 Levels of Wealth: Where Do You Stand and How Can You Level Up?
Are you ready to take control of your financial future? In this episode, we're breaking down the four levels of wealth—a powerful framework that can help you understand where you stand financially, where you want to go, and how to get there. Whether you're just starting out, working toward financial independence, or dreaming of reaching elite levels of wealth, this conversation is packed with practical tips, insights, and motivation to help you move up the wealth ladder. We'll explore how Millennials and Gen Z can assess their current financial standing using two key formulas, and we'll share actionable advice for moving from the lower or mid levels to higher levels of wealth. Along the way, we'll highlight common mistakes to avoid and strategies for staying motivated, even when progress feels slow. If you've ever felt stuck in your financial journey or wondered how to reach the next milestone, this episode is your roadmap to leveling up. Let's dive in and build a brighter financial future together! We love hearing from our listeners. If you have any questions, comments, or topic suggestions, you can reach out to us at . Other Related Episodes
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Listener Reflections: Gratitude and the Abundance Mindset
12/20/2024
Listener Reflections: Gratitude and the Abundance Mindset
In this special episode, we're revisiting one of our favorite annual topics: gratitude. It's no secret that practicing gratitude can lead to a happier and more fulfilling life—but did you know it can also play a key role in building wealth? Join us as we reflect on the year 2024, share heartfelt messages of gratitude from our listeners, friends, and family, and discuss why focusing on abundance—rather than scarcity—can help you grow your wealth and make wiser financial choices. We'll also discuss how gratitude can serve as a powerful antidote to the negativity of social media and the 24-hour news cycle, helping you reframe your mindset and focus on what truly matters. Whether you're looking for positivity or inspiration to incorporate gratitude into your financial journey, this episode is for you. Tune in to start reflecting on what you're grateful for and get inspired for how gratitude can shape a brighter, more abundant future. We love hearing from our listeners. If you have any questions, comments, or topic suggestions, you can reach out to us at . Resources: Free Yale course:
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Planning for the Unexpected: The Role of Insurance in Financial Security - with Michael Silverman
12/06/2024
Planning for the Unexpected: The Role of Insurance in Financial Security - with Michael Silverman
Insurance can be a confusing and often overlooked part of personal finance, but it plays a critical role in safeguarding your financial future. In this episode, we're joined by Michael Silverman, President and CEO of Silver Lining Insurance Agency, Inc., and an independent insurance agent with over 40 years of experience. Together, we break down the essentials of insurance, including the common mistakes people make, how to adjust your policies for different life stages, and why regular reviews of your coverage are so important. Michael also shares practical tips for Millennials and Gen Z on shopping for insurance, insights on rising premiums caused by severe weather events, and how independent agents can help find personalized coverage that meets your unique needs. Whether you're navigating auto, home, health, or life insurance, this episode provides the expert advice you need to make smart decisions and protect what matters most. As 2024 comes to a close, we'd love to hear from you! For our final episode of the year, we're focusing on gratitude and reflection. If you'd like to share something you're grateful for this year--whether it's a financial win, a personal achievement, or a moment that brought you joy--send us a message! Your stories could inspire others and help us close the year on a positive note. For any questions, comments, or topic suggestions, email us at . Resources:
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What You Need to Know About Estate Planning - with Olesya Sidorkina
11/22/2024
What You Need to Know About Estate Planning - with Olesya Sidorkina
In this episode, we're tackling an essential yet often overlooked personal finance topic: estate planning. Whether you're just starting out in your career or well along your wealth-building journey, having an estate plan is critical for protecting your assets and loved ones. Our guest, Olesya Sidorkina, an experienced estate planning attorney, breaks down everything you need to know about wills, trusts, and avoiding probate. We'll discuss common mistakes, affordable options for young professionals, and why estate planning isn't just for the wealthy. If you've ever wondered where to start or why it's important to plan ahead, this episode is your guide to understanding and securing your financial legacy. For any questions, comments, or topic suggestions, email us at . Resources:
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Challenging Nostalgia: Millennials, Boomers, and Rose-Colored History
11/08/2024
Challenging Nostalgia: Millennials, Boomers, and Rose-Colored History
Today, we're diving into the second part of a two-part series aimed at reversing some of the doom and gloom that seems so prevalent in American discourse today. Recent polls show that only 25% of Americans are satisfied with how things are going, but is the outlook really so bleak? In part one, we covered the current state of the U.S. economy, Anastasia shared some exciting personal news, and Bill explored the ten factors that make the U.S. economy the strongest in the world. In part two, we'll discuss how Millennials stack up against Baby Boomers at their age, and why the tendency to view past turbulence through rose-colored lenses may be skewing our perspective. Whether you're feeling stressed or anxious about the election results or just looking for a positive perspective on the economic outlook, this two-part episode series will help reorient your mindset toward abundance - a key theme of our podcast. For any questions, comments, or topic suggestions, email us at . Resources:
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Hope Beyond the Headlines: Why the U.S. Economy is Stronger Than You Think
10/25/2024
Hope Beyond the Headlines: Why the U.S. Economy is Stronger Than You Think
Previously, we discussed market volatility leading up to the U.S. election. Today, we're diving into the first part of a two-part series aimed at reversing some of the doom and gloom that seems so prevalent in American discourse today. Recent polls show that only 25% of Americans are satisfied with how things are going, but is the outlook really so bleak? In part one, we'll cover the current state of the U.S. economy, Anastasia will share some exciting personal news, and Bill will explore the ten factors that make the U.S. economy the strongest in the world. In part two, we'll discuss how Millennials stack up against Baby Boomers at their age, and why the tendency to view past turbulence through rose-colored lenses may be skewing our perspective. Whether you're feeling stressed or anxious about the election or just looking for a positive perspective on the economic outlook, this two-part episode series will help reorient your mindset toward abundance - a key theme of our podcast. For any questions, comments, or topic suggestions, email us at . Check out our related recent episode,
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