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    Explore "financial planning" with insightful episodes like "94. “We paid off all our debt. Why do I still feel so guilty about money?”", "How To Make Your Kids Millionaires", "92. “I make $33,000/month. He makes $3,500. When is he going to step it up?” (Part 2)", "Getting Rich vs. Staying Rich" and "15. Understanding ISAs: Your Tax-Free Way To Save, Invest And Build Wealth In The UK" from podcasts like ""I Will Teach You To Be Rich", "Money Rehab with Nicole Lapin", "I Will Teach You To Be Rich", "The Morgan Housel Podcast" and "The Stocks and Savings Podcast"" and more!

    Episodes (100)

    94. “We paid off all our debt. Why do I still feel so guilty about money?”

    94. “We paid off all our debt. Why do I still feel so guilty about money?”
    Kate is 28 and Christine is 33. They’re married, living in the Detroit area with their nine-month old son. They’ve paid off credit card debt, sold their Ford at a profit, got out from a bad house purchase, and generally are doing extremely well for their ages. So why are they so anxious? This episode is brought to you by: Ness Well | IWT listeners can get an extra 5K welcome bonus when they apply for the Ness Card at nesswell.com/ramit. Babbel | Right now, when you purchase a 3-month Babbel subscription, you’ll get an additional 3 months for FREE. Just go to Babbel.com and use promo code RAMIT. LMNT | Right now, LMNT is offering 8 single serving packets FREE with any LMNT order. This is a great way to try all 8 flavors. Get yours at DrinkLMNT.com/RAMIT. Links mentioned in this episode • Get my New York Times best-selling book • Get Money Coaching with Ramit  Connect with Ramit • Download the Conscious Spending Plan • Get my no-numbers journal • Other episodes • Instagram • Twitter • YouTube If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here. Produced by Crate Media.
    I Will Teach You To Be Rich
    enMay 02, 2023
    mindset
    communication
    self-trust
    financial planning
    savings

    92. “I make $33,000/month. He makes $3,500. When is he going to step it up?” (Part 2)

    92. “I make $33,000/month. He makes $3,500. When is he going to step it up?” (Part 2)
    Nicole and Jorden, 30 and 34, return for Part 2, where we unpack the deep emotional wounds caused by their lack of clear and honest communication about money. She earns 10X his income, but the hidden stories and assumptions at play are what threaten the future of their relationship. This episode is brought to you by: Nomorobo | To protect yourself and your family from phone scams, go to nomorobo.com/ramit for a 14-day free trial. Long Angle | If you've made a lot of money and you're looking for a community of peers to turn to for advice, go to longangle.com to learn more. DeleteMe | If you want to get your personal information removed from the web, go to joindeleteme.com/ramit for 20% off. Links mentioned in this episode • Download the Conscious Spending Plan Connect with Ramit • Get Money Coaching with Ramit  • Get my New York Times best-selling book • Get my no-numbers journal • Other episodes • Instagram • Twitter • YouTube If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here. Produced by Crate Media.
    I Will Teach You To Be Rich
    enApril 25, 2023
    relationships
    financial planning
    effective communication
    money habits
    financial partnerships

    Getting Rich vs. Staying Rich

    Getting Rich vs. Staying Rich

    Getting rich and staying rich are two different skills. They are often conflicting skills, so many people focus on one or the other. 

    But you need both to do well over time. 

    This episode tells a 100-year-old story of two investors, neither of whom knew each other, but whose fates converged during the same week in the 1920s. 

    It shows why a barbell personality of optimistic on one hand, and paranoid on the other, is vital to success. 

    The Morgan Housel Podcast
    en-usMarch 23, 2023
    investing
    growth mindset
    financial planning
    risk management
    wealth management

    15. Understanding ISAs: Your Tax-Free Way To Save, Invest And Build Wealth In The UK

    15. Understanding ISAs: Your Tax-Free Way To Save, Invest And Build Wealth In The UK

    Welcome to the first episode of season 3 of The Stocks and Savings Podcast! As always, you're joined by Andreea & Jamie, the 2 Chartered Accountants & couple behind the Instagram financial blog @stocksandsavings.

    As we approach the end of the tax year, we're looking at ways to make the most out of our money. One such way is to save and invest tax free using an Individual Savings Account (ISA).

    In this episode, we'll talk about what an ISA is, the main types of ISAs (Cash ISA, Stocks & Shares ISA, Lifetime ISA, Innovative Finance ISA and Junior ISA) and we'll also discuss some popular ISA providers in the UK. We hope that this episode helps you choose the right ISA for you and the right provider.

    If you enjoyed this episode, please leave us a 5⭐️ rating & a review. As a smaller podcast, it would really help us reach more people. Thank you! 😇

    This episode is not sponsored, but below there are a couple of referral links (if you sign up through these, we’ll get a small payment which helps us create this free content):

        Terms & conditions apply. Capital at Risk. Investments may rise and fall.

    The Vanguard study that we mentioned in the episode when talking about the returns of stocks compared to cash can be found here.

    For more financial education made simple:

    See you next time! 🤗

    --- Send in a voice message: https://podcasters.spotify.com/pod/show/stocksandsavings/message
    The Stocks and Savings Podcast
    enMarch 23, 2023
    investing
    financial planning
    savings
    isas
    tax-free

    Things you should do if you have just been laid off

    Things you should do if you have just been laid off

    Being laid off can be a traumatic experience, especially when it's not expected. 

    In this week’s episode, Sarah and Emma help you put your life back on track when you receive bad news and address the different things you need to do in order to get a job and thrive again.

    🏀 Shoot Your Shot - Shoutout to Kristen! “Hi Emma and Sarah!! I’m taking you up on your offer to slide into your DMs. I’ve been listening to your podcast from all the way over in the US for about 2 months since I made the decision to start looking for jobs. I love the people I’ve worked with for the last 4 years, but I felt stunted in my growth and was severely underpaid. 

    Your podcast has been so helpful to me through my interview process. I love your 3-part storytelling tip: it completely changed the way I prepared for interviews. Over the last 6 weeks, I’ve had 4 interviews with one company, and just signed an offer letter yesterday! I’ll be paid 2.5 TIMES what I was getting paid. It feels unreal. Thank you so much for infusing some lightheartedness into the job seeking process. You’ve been my commute companion and a real support in landing my dream job.”

    🎧 Podcast episode - You’re fired - how to talk about a job loss

    💪Resume Update Challenge - update your resume in 5 days https://www.interviewboss.com.au/resources

    ✅ LinkedIn Professional Profile Checklist by Think Bespoke https://thinkbespoke.com.au/linkedin-profile-checklist-interviewboss/

    📄 To book an interview coaching session with Sarah, go to www.interviewboss.com.au/coaching 

    💌  Follow us on Instagram

    💻  Check out our website for free jobseeker resources

    www.interviewboss.com.au

    Mentioned in this episode:

    New To the Podcast? Start Here!

    Episodes For Your Situation

    Interview Boss
    enMarch 07, 2023
    linkedin
    financial planning
    job transition
    job search
    career advice

    Council tax, £1000s back? Money-piphany, energy bills

    Council tax, £1000s back? Money-piphany, energy bills

    The Martin Lewis Podcast is here.

    Founder of Money Saving Expert, Martin Lewis answers your financial questions. In this episode we look at how to check if you could save on your council tax, ahead of the 5% rise due for many of us in April. Plus, the council tax discount many people can apply for - that they may know nothing about.

    Elsewhere in the podcast you Tell Us your best ‘Money-piphany’ - that moment when your eyes were opened to how something in debt or budgeting worked, which changed your approach to finances forever.

    Plus Nihal takes on Martin’s Money Mastermind and is quizzed about who currently sets the overall maximum amount that most consumers in England, Scotland and Wales pay for their energy bills.

    The Martin Lewis Podcast
    enFebruary 22, 2023
    weight loss
    financial planning
    discounts
    council tax
    energy prices

    91: 4x Super Bowl champion, Rob Gronkowski makes $70M+ in NFL contract money! Saving and investing it like a Hall of Famer. Trading secrets and misconceptions cleared up!

    91: 4x Super Bowl champion, Rob Gronkowski makes $70M+ in NFL contract money! Saving and investing it like a Hall of Famer. Trading secrets and misconceptions cleared up!

    This week, Jason is joined by four time Super Bowl champion, five time NFL Pro Ball selection, 11 year NFL Veteran, future first ballot football Hall of Famer, Rob Gronkowski!  

     

    Rob is regarded as one, if not the best, tight end to ever play the game. He spent 11 years in the NFL playing for the New England Patriots and the Tampa Bay Buccaneers while earning a combined $70+ million in just NFL contract money. Contrary to the stigma of professional athletes going broke after their playing career, Rob put together a financial plan throughout his career that allowed him to strictly live off the money he made from endorsements, other revenue streams, and successfully invested his contract money for the future. 

     

    Gronk gives insight to why he believes in playing all the sports while growing up and not specializing in one sport until college, how he knew he always wanted to be a pro in some sport, when and why he decided to cut back on partying, how he handles nervousness, and why he wanted to ensure that he could live off his NFL income for the rest of his life. Rob also reveals how he was a troublemaker growing up, why he's glad he didn’t go to a college with a bigger football program, why he doesn’t want to take anything for free, how he prefers to be low key when traveling, and how he ended up falling asleep on the floor during his pre-draft visit with New England. Who did Gronk predict would win the Super Bowl? Which misconceptions does Rob clear up about himself? When did he know that he was going to attend University of Arizona? What year did he not play football in college?

     

    Gronk reveals all that and so much more in another episode you can’t afford to miss! 

     

    Be sure to follow the Trading Secrets Podcast on Instagram & join the Facebook

     

    Please note that this episode may contain paid endorsements and advertisements for products and services. Individuals on the show may have a direct or indirect financial interest in products or services referred to in this episode.

     

    Sponsors:

    Visit squarespace.com/secrets for a free trial, then get 10% off a website or domain with code secrets

    Visit gtmbawomen.com to learn more about Scheller’s MBA programs

     

    Host: Jason Tartick

    Voice of Viewer: David Arduin

    Executive Producer: Evan Sahr

     

    Produced by Dear Media.

    Trading Secrets
    enFebruary 13, 2023
    investing
    athletes
    financial planning
    nfl
    rob gronkowski

    81. “We’re broke—but $55,000 private school tuition is a non-negotiable” (Part 2)

    81. “We’re broke—but $55,000 private school tuition is a non-negotiable” (Part 2)
    In part two of our revealing conversation with Sarah and Kevin, we offer solutions for their serious debt accumulation problem and grapple with the hard truth about their biggest non-negotiable expense: $55k a year for their three daughters’ private school tuition.  Links mentioned in this episode Join the Earnable program Get Money Coaching with Ramit  Connect with Ramit Download the Conscious Spending Plan Get my New York Times best-selling book Get my no-numbers journal Other episodes Instagram Twitter YouTube This episode is brought to you by: LMNT | Right now LMNT is offering my listeners a free sample pack with any purchase, that’s 8 single serving packets FREE with any LMNT order. This is a great way to try all 8 flavors or share LMNT with a salty friend. Get yours at DrinkLMNT.com/RAMIT. If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here. Produced by Crate Media.
    I Will Teach You To Be Rich
    enFebruary 07, 2023
    budgeting
    financial planning
    saving money
    personal values
    debt repayment

    Home Team | PBD Podcast | Ep. 224

    Home Team | PBD Podcast | Ep. 224

    In this episode, Patrick Bet-David is joined by Adam Sosnick, Tom Ellsworth, and Vincent Oshana. They discuss everything from increasing credit card usage due to inflation, FTC, Kevin McCarthy & much more.

    TOPICS

    • Reaction To RECORD Interest Rates On Credit Cards
    • Reaction to a record price increase in Food 
    • FTC proposes to ban non-compete clauses 
    • Patrick Bet-David On Being An Independent Thinker 
    • Rolls Royce having their best year 
    • Reaction to Kevin McCarty being elected to the house of representatives 
    • Should Joe Biden run for president? 
    • What is the chance for Trump winning the next election? 
    • What can Desantis do to win the next election


    FaceTime or Ask Patrick any questions on https://minnect.com/


    Want to get clear on your next 5 business moves? https://valuetainment.com/academy/


    PBD Podcast Episode 224. In this episode, Patrick Bet-David is joined by Adam Sosnick, Tom Ellsworth, and Vincent Oshana. 


    Join the channel to get exclusive access to perks: https://bit.ly/3Q9rSQL


    Download the podcasts on all your favorite platforms https://bit.ly/3sFAW4N


    Text: PODCAST to 310.340.1132 to get added to the distribution list


    Patrick Bet-David is the founder and CEO of Valuetainment Media. He is the author of the #1 Wall Street Journal bestseller Your Next Five Moves (Simon & Schuster) and a father of 2 boys and 2 girls. He currently resides in Ft. Lauderdale, Florida.

    --- Support this podcast: https://podcasters.spotify.com/pod/show/pbdpodcast/support
    PBD Podcast
    en-usJanuary 10, 2023
    politics
    leadership
    financial planning
    economic trends
    luxury goods

    72. Answering questions about recessions, marrying the right person, and firing a financial advisor

    72. Answering questions about recessions, marrying the right person, and firing a financial advisor
    This is a special solo episode where I answer questions from members of my Money Coaching program. In today’s episode: How to handle a recession, how I thought about marrying the right person, how to hire a financial advisor (one of my favorite stories), and how to apply some of my advice to your situation. Join Money Coaching here: iwt.com/moneycoaching 00:01:16 — 1: What advice do you have about combining finances with a partner? 00:08:35 — 2: How does your money strategy change for a recession? 00:15:13 — 3: What would Ramit say to a single person who wants to marry the right person? 00:23:11 — 4: $3 questions vs. $30,000 questions 00:26:18 — 5: I'm a late starter. How do I calculate my contributions after age 50? 00:28:50 — 6: How do I balance funding an emergency fund and contribute to retirement every month? 00:33:01 — 7: What is your recommended asset allocation? 00:33:11 — 8: I'm curious how others think about different kinds of debt. 00:39:39 — 9: How do I fire a financial advisor? 00:50:54 — 10: Should I continue contributing to my Roth IRA even when the market is doing so poorly? 00:52:58 — 11: What is something about psychology Ramit wishes more people knew and took action on? 00:56:36 — 12: How do I protect my kids and think about where I want my money to go when I die? 01:03:09 — 13: I’m throwing out a humble brag after checking the history of my earnings at ssa.gov. 01:04:30 — 14: I’d like to celebrate a win overcoming invisible money scripts while out to dinner with my family. Connect with Ramit Get Money Coaching with Ramit  Download the Conscious Spending Plan Other episodes Instagram Twitter YouTube If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here. Produced by Crate Media.
    I Will Teach You To Be Rich
    enDecember 06, 2022
    marriage
    investing
    recession
    values
    financial planning

    Should I pay off my student loan early?

    Should I pay off my student loan early?

    Should you overpay on your student loan to try and beat rising interest rates? Or are you better off putting your hard-earned salary towards other things? Presenter Claer Barrett hears from recent graduate James who is struggling with these very questions, and speaks to Ben Waltmann, research economist at the Institute for Fiscal Studies. Ben explains how student loan repayments work and what the statistics tell us about repayments. Plus, FT columnist and former financial adviser Jason Butler gives his view on how graduates should approach their loans as part of a long-term financial plan.


    Money Clinic is keen to hear from listeners and readers. If you would like to get in touch, please email us at money@FT.com or DM Claer on social media. She is @ClaerB on Twitter, Instagram and TikTok. 


    Want more?

    Student loans: should the bank of mum and dad step in?

    Don’t raise more hurdles to university entrance

    Economic distress lifts stigma of discussing money troubles


    Presented by Claer Barrett. Produced by Persis Love and Philippa Goodrich. Our executive producer is Manuela Saragosa. Sound design is by Breen Turner and Jan Sigsworth, with original music from Metaphor Music. 


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.


    Money Clinic with Claer Barrett
    enNovember 15, 2022
    investing
    student loans
    financial planning
    couples
    uk finances

    A "Shock and Awe" Acquisition

    A "Shock and Awe" Acquisition
    A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it. (0:17) Bill Mann discusses: - Why he believes a "shock and awe" price was worth paying for J&J - How Abiomed strengthens the company's medical device portfolio - Amazon expanding its ad-free music library for Prime members - Signs that the retail giant is gunning for Spotify, Disney, and other entertainment companies (10:33)  Alison Southwick and Robert Brokamp discuss how shortcuts can make you a smarter saver. Companies discussed: JNJ, ABMD, AMZN, SPOT, DIS, PARA Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
    Motley Fool Money
    enNovember 01, 2022
    student loans
    growth strategies
    financial planning
    effective communication
    retirement savings

    59. “98% of our net worth is in real estate. Are we in trouble?”

    59. “98% of our net worth is in real estate. Are we in trouble?”
    Georgia and James bring a different problem to the table than we’re used to hearing about. In this one, we zoom in on where, exactly, their net worth has come from… and the real risks of these decisions. Having done well in the real estate market, Georgia and James just closed on a fourth property. The glaring issue is that they’re all located in the same neighborhood, amping up the risk of this investment class quite considerably. Georgia is becoming increasingly anxious in the shadow of this risk, urging a diversification from their overloaded 98% commitment to housing. James is not unwilling to hear the argument, which makes this episode more direct and tactical—I love it. There’s a lot to learn here. The biggest question we can ask in this case: Why are they even doing this? What is the end goal? Their answer paints a clear picture of what they need to do. Connect with Ramit Website Instagram Twitter Facebook YouTube Linkedin If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here. Produced by Crate Media.
    I Will Teach You To Be Rich
    enSeptember 06, 2022
    real estate
    investing
    diversification
    financial planning
    risk management

    The cost of living crisis cutbacks that could harm your long-term wealth

    The cost of living crisis cutbacks that could harm your long-term wealth
    Belts are already being tightened but as bills head even higher more people will look to save where they can.

    But are there some things that you should avoid doing or cutting back on at all costs?

    Campaigns to get people not to pay their bills have obvious flaws, but what about only paying for the energy you use, diverting your pension saving elsewhere or cutting back on ditching saving or investing.

    Some are at breaking point and will have little choice but to do some of these things, but what about those who are still heading off on holidays, going out for dinner and drinks, or getting takeways in - should they hammer down on discretionary spending before stopping saving?

    In his column this week, Simon Lambert came up with his five false economies to avoid, but was he right to pick them? Simon, Georgie Frost and Lee Boyce discuss them on this podcast episode.

    Also this week's episode, are buy-to-let landlords all bad or a crucial part of the property market, will an electric car still save you money after the energy price cap hike, and how high will savings rates go as the best buys come in thick and fast.
    This is Money Podcast
    enSeptember 02, 2022
    electric cars
    financial planning
    energy costs
    housing market
    retirement savings

    58. “If we want to retire, we’d have to live on $36k”

    58. “If we want to retire, we’d have to live on $36k”
    This week’s conversation brings a slightly different perspective to the table. Michelle and Eric are in their fifties and are terrified that they’ve waited too long to invest for retirement. They’ve bickered about money for twenty-five years, narrowing their window of opportunity and adding a ton of personal baggage into the equation. Usually, part of the solution for most people is long-term investing. But with Michelle and Eric, time is not on their side. To complicate things, Michelle is defensive and triggered by even talking about money. She prefers to keep things focused on the math… but it’s much deeper than that. What would you do to overcome the very real hopelessness that many people of their age experience? Let’s see what happens. Connect with Ramit Website Instagram Twitter Facebook YouTube Linkedin If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here. Produced by Crate Media.
    I Will Teach You To Be Rich
    enAugust 30, 2022
    productivity
    relationships
    financial education
    financial planning
    effective communication

    How to Set Up Money Management Systems for Short-Term & Long-Term Goals

    How to Set Up Money Management Systems for Short-Term & Long-Term Goals
    This episode is a logistical examination of how to put systems in place that help you balance your short-term and long-term spending goals—after all, “saving” is really just another name for “deferred spending,” and the ideal scenario we’d find ourselves in is one in which the money we need is available to us whenever we need it.  It’s my hope that after listening, you’ll have a solid understanding of how to structure all of your savings and investing and—most importantly—you’ll eliminate the fear that you’re “missing something.” — Mentioned in the Episode - Atomic Habits by James Clear: https://jamesclear.com/atomic-habits — Follow Along - Listen to Money with Katie here: https://www.podpage.com/money-with-katie-show/ - Read Money with Katie: https://moneywithkatie.com/ Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie - TikTok: https://www.tiktok.com/@moneywithkatie   Subscribe to Morning Brew - Sign up for free today: https://bit.ly/morningbrewyt Follow The Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Money with Katie Show
    enAugust 10, 2022
    investing
    goal setting
    financial planning
    emergency fund
    savings strategies
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