Most business owners pour everything into building their business, but far fewer have a plan for leaving it. In this episode of Master Your Money and Mindset, Elizabeth sits down with Jeremy Hus, Vice-President of Financial Planning with Barnum Financial Group, to unpack the real cost of waiting too long to think about succession and exit planning. From selling to a third party or a family member, to employee ownership arrangements and planned wind-downs, they cover the full range of exit paths and the financial, tax, and legal fundamentals that determine what you actually walk away with. If you own a business and don't have an exit plan, this episode is your wake-up call.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: The Exit Plan Most Business Owners Don't Have

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202907-11753536

AI is everywhere and increasingly; people are turning to it for financial guidance. In this episode of Master Your Money and Mindset, Elizabeth breaks down what AI can genuinely do well when it comes to your finances, where it falls dangerously short, and why the right answer isn't choosing between technology and a human advisor. Elizabeth explains the real risks of relying on AI, from factual hallucinations to the total absence of fiduciary accountability and makes the case for using AI to get smarter while trusting a qualified financial professional with the decisions that actually matter. Is AI good enough to be your financial advisor? Let’s find out!

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Is AI Good Enough to be Your Financial Advisor?

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202907-11753672

Most people don't struggle with money because they lack information. They struggle because it's hard to consistently apply what they already know. In this episode of Master Your Money and Mindset, Elizabeth Hiza explores four timeless financial principles that have stood the test of time: pay yourself first, build an emergency fund, live below your means, and avoid unnecessary debt. Discover why financial success isn't about finding the next big money secret. It's about building habits that support your long-term goals, one decision at a time.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: The Money Advice Everyone Knows But Almost Nobody Follows

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202906-11544097

Inflation may have cooled from its recent highs, but for many households, the pressure on everyday expenses hasn't gone away. In this episode of Master Your Money and Mindset, Elizabeth Hiza shares five practical strategies to help you take control of your finances in today's higher-cost environment. From tackling high-interest debt and eliminating hidden budget leaks to shopping more intentionally and keeping your budget up to date, you'll learn how small, consistent decisions can strengthen your financial foundation. Because while you can't control the economy, you can control how you respond to it.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Protecting Your Wallet in a Higher-Cost World

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

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Episode Description: So many older people wished they started earlier with their retirement planning. The regret is real. But so is the opportunity. Because no matter where you are right now, no matter how far behind you feel, taking action today will always put you in a better position than waiting until tomorrow. So today, we're walking through six areas where you can make meaningful progress to take control of your financial future.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Take Control of Your Financial Future

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202905-11132637

Episode Description: We all love the idea of YOLO, you only live once, but none of us really wants to sit with the "only once" part. That mindset is totally human. And it's also exactly why so many people either avoid life insurance altogether or have developed some pretty inaccurate opinions about one of the most important financial tools out there. So, let’s bust four biggest myths about life insurance and help you better understand why life insurance is important.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Why Life Insurance is Important

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202905-11132558

The introduction of Trump Accounts is scheduled to go live in July 2026, and it represents a meaningful shift to help to help families start saving earlier, stay invested longer, and build durable financial security across generations. Jeremy Hus, VP of Financial Planning with Barnum Financial Group, joins the show to breakdown these new accounts and whether they’re too good to be true.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Are Trump Accounts Too Good to Be True?

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202904-10879962

On the show, this week, we’re going to walk through exactly how to do a retirement plan check-up and make you question: Have you checked your retirement plan lately? And we promise, it’s not as overwhelming as it sounds. In fact, by the end of this episode, you’re going to feel so much more confident about where you stand and what, if anything, you need to adjust.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Have You Checked Your Retirement Plan Lately?

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202904-10879980

Episode Description: Mike Lynch is a financial planner with Barnum Financial Group, and he’s joining the show this week to talk about his new book — Start Now, Grow Big — which will soon be a limited series podcast. Mike shares why he wrote this new book, what he learned during the process and much more!

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: Start Now, Grow Big

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202903-10701262

If you’re recently divorced, planning to divorce, or supporting someone who is, this episode is for you, because while divorce changes a lot, it doesn’t eliminate the need for protection. Ben Howarth, Financial Professional with Barnum Financial Group, joins us this week to discuss what happens with your life insurance in the event of a divorce.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: What Happens With Life Insurance After Divorce

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. 

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

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