Master Your Money and Mindset

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: Having a Service Level Mindset

Guest: Beverly Wright | VP, Worksite Benefits | Barnum Financial Group

Episode Description: Elizabeth Hiza explores a topic that sits at the heart of both powerful relationships and lasting impacts. This is the specific mindset of service. How you do anything is how you do everything. Joining Elizabeth this episode to provide her insights and experience to this topic is her dear friend, the VP of Worksite Benefits for Barnum Financial Group, Beverly Wright.

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.

CRN202808-9172695

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: Hidden Financial Impacts From Remote Work

Episode Description:

This week’s mini episode digs into the hidden costs from working remotely. Elizabeth addresses those people who work from home 100% of their time or in a hybrid situation. Working from home feels like a win, and it’s definitely a huge positive, but beneath that there are real shifts that are happening in personal finance. Let’s get into it.

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.

CRN202807-9173267

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: Stop Waiting Until You’re Ready to Start Something

Episode Description:

In this week’s mini episode, Elizabeth discusses a mindset block that holds many people back in their financial life, and potentially, in other aspects of their lives. She talks about dispelling the idea that you have to wait until you’re ready before you start something. The perfect moment to start does not exist and waiting for it is only costing you time, opportunities, peace of mind, and sometimes, money.

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.

CRN202808-9171722

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: Can You Turn Around Your Financial Situation in 90 Days?

Episode Description:

In this week’s mini episode, Elizabeth is talking about something a little bold. We’re asking the question, can you turn around your financial situation in 90 days? While 90 days won’t bring you great wealth, it will create massive momentum that could help change your bank account, your confidence, your habits and your mindset.

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.

CRN202805-8801206

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 Emotional Roller Coaster of Market Volatility

Episode Description:

Today’s mini episode dives into a topic that affects every investor at some point in their journey, which is the emotional roller coaster of market volatility. While the ups and down of a roller coaster at an amusement park are fun, the roller coaster of market volatility is not at all a fun time.

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.

CRN202508-8801025

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 is a Strategic Emergency Fund?

Episode Description:

This mini episode takes a brief dive into one of the most misunderstood tools in personal finance — the emergency fund. But not the basic version of an emergency fund, rather a more sophisticated, strategic emergency fund designed for anyone who’s income is on the rise.

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.

CRN202805-8800698

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 Tax Cuts and Jobs Act: What It Means for You in 2025 and Beyond

Episode Guest: Kate Cassidy | Vice President, Advanced Markets

Bio: Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administration as well as public benefits and special needs planning. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.

Episode Description:

This episode dives into one of the most significant tax reforms in recent history: The Tax Cuts and Jobs Act of 2017. Whether you’re a business owner, a W2 employee or just a savvy investor this law may impact your wallet in some way.

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.

CRN202804-8561742

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 Correlation Between Your Finances and Your Mindset

Episode Description:

This episode explores how your thoughts and beliefs shape your financial reality, the power of financial habits, and practical strategies to move you into more of a wealth building mindset.

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.

CRN202804-8561226

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: Save Smart, Invest Wisely

Episode Description:

This episode deals with two key financial habits: Saving the money you earn and then building habits of what to do with that money after you’ve built up that savings.

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.

CRN202804-8561167

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: Peace of Mind: The True Meaning of Financial Freedom

Episode Description:

This episode is part of a 4-part series that focuses on Barnum Financial Group’s Study of Americans in the Workplace. We dive into the state of financial wellness, behavioral drivers and the unmet needs of working Americans across the country. This episode dives deep into the topic of peace of mind, a topic that resonates across generations.

Link to study: https://barnumfinancialgroup.com/2024-study-of-americans-in-the-workplace/

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.

CRN202803-8424548