Making Your Money Matter

Making Your Money Matter

By Coastal Wealth PlannersBusinessInvesting
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Making Your Money Matter episodes

  • Retirement and College Savings Considerations
    On today's episode of Making Your Money Matter we are excited to discuss retirement and college savings considerations. We will also talk about how you can save or invest towards paying for college. As always, send any episode questions or suggestions to [email protected], feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone
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    33 min
  • Retirement Savings Tax Hacks & Small Business Retirement Vehicles

    On today's episode of Making Your Money Matter we are excited to welcome our guest Joshua Zirilli CPA (https://joshua-zirilli-cpa.business.site/) to discuss tax hacks you can use around retirement savings. We will also talk about how this applies to small business owners and the options that you have as a small business or solo entrepreneur. Click here for the related blog post. Josh can be contacted directly at (609)467-4111 or [email protected] .  As always, send any episode questions or suggestions to [email protected], feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone

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    43 min
  • 3 Ways to Improve Your Interest Rate
    In today's episode of Making Your Money Matter we are going to talk about 3 ways to improve your interest rates. For the related blogs please visit: https://coastal-wp.com/blog . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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    28 min
  • Episode 11: The 5 Bad Habits That Kill Your Ability to Become Wealthy
    On today's episode of Making Your Money Matter we discuss the 5 bad habits that kill your ability to become wealthy. For the related blog please visit: https://coastal-wp.com/5-bad-habits-that-kill-your-ability-to-become-wealthy/ . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] . For access to our FREE client portal registration Please Register HERE
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    24 min
  • The Top 6 Things you FORGOT to Consider When Planning For Retirement

    In today's episode of Making Your Money Matter we are going to talk about the basics of Roth and Traditional retirement account basics. For the related blog please visit: https://coastal-wp.com/the-top-6-things-you-forgot-to-consider-while-planning-for-retirement/ . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .

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    36 min
  • Roth and Traditional IRA (and 401k) Basics
    In today's episode of Making Your Money Matter we are going to talk about the basics of Roth and Traditional retirement account basics. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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    36 min
  • Millionaire Mindset: 12 Habits of Self-Made Millionaires
    In today's episode of Making Your Money Matter we are going to talk about the 12 habits of self-made millionaires. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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    30 min
  • The One Piece of Advice You Need to Hear NOW
    On this episode of Making Your Money Matter we cover the one piece of advice you need to hear now. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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    22 min
  • 2 Ways FOMO is KILLING Your Wealth
    On today's episode of Making Your Money Matter we will discuss two different types of FOMO for investors and how they can lead to killing you ability to generate wealth. We will also talk about how this applies to Mike Tyson's famous quote that "Everyone has a plan until they are hit in the face". As always, send any episode questions or suggestions to [email protected], feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone
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    34 min
  • What Should You Have Saved in Your 30s, 40s, 50s & 60s?
    In this episode of Making Your Money Matter we are going to cover what your savings milestones should look like as you approach retirement. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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    28 min

About Making Your Money Matter

From the publisher's feed

Making Your Money matter explores the journey to discovering what personal values you’d like to see your money serve. Weekly we discuss real life financial planning needs and considerations with your…