ME and Money Podcast

By ME and Money Podcast

Real Money Conversations, Real Financial Planners... more

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FAQs about ME and Money Podcast:

How many episodes does ME and Money Podcast have?

The podcast currently has 20 episodes available.

ME and Money Podcast episodes:

September 09, 2025Episode 32: What Is A Financial Power Of Attorney?
It’s time for Elliott’s FAVORITE Estate Planning document this week!
We’re here to talk about Financial Power of Attorney… and in this episode we cover:
Springing vs. Immediate Powers
Effective implementation of a POA
Understanding what you can grant, or choose to limit
Why a POA is likely better than having Joint Accounts
Resources: https://www.kitces.com/blog/power-of-attorney-poa-incapacity-access-durability-springing-elder-abuse-rejection-agent/
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
24min
August 12, 2025Episode 30: Estate Planning, An Introduction
Welcome to another episode of ME & Money!
This week, we are kicking off a mini-series on Estate Planning.
In this episode, we cover:
The high-level basics of what an Estate Plan is, and what it does
Why everyone has a need to either get, or monitor their Estate Plan
Key documents and basic terminology of an Estate Plan
Basic tools you can make use of to get started
Resource: Estate Planning Toolkit – https://planwithharmony.com/resources-estate-planning-toolkit/
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
21min
July 29, 2025Episode 29: How To Approach Money With Children (w/ Special Guest Gayle Reaume)
Talking money with kids… it doesn’t happen enough and is probably second only to the “birds and the bees” conversation in terms of things parents dread talking to their kids about.
Well, Gayle Reaume (https://www.instagram.com/gayleannreaume/ , https://moolahu.com/) has a solution for you!
In this episode, Matt and Elliott talk with Gayle about:
Teaching children how to create a spending plan
Giving your kids the responsibility for some of your money
Why teaching children how to earn money is so important
Investing in their future, or “setting money aside to make more money”
and much, much more!
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
44min
July 15, 2025Episode 28: Financial Would You Rather? (Part 3)
As we close out this experiment of “Would You Rather?”, Matt asks Elliott a mind-breaking question at the end. Stay tuned to hear the spicy conclusion!
In this episode we give our take on:
Would you rather own Real Estate with 5 Family Members, or Start a Business with 5 Total Strangers?
Would you rather gamble $10,000 at the casino, or on r/WallStreetBets?
The secret question that broke Elliott’s brain!
WE’D LOVE TO HEAR YOUR ANSWERS! REACH OUT AT THE EMAIL BELOW!
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
23min
July 01, 2025Episode 27: Financial Would You Rather? (Part 2)
We had so much fun doing this last week, we had to do it again!
In this episode, Matt and Elliott debate:
Would you rather never compare your finances to someone else, or know you’re always beating them?
Never stress about money, or never pay taxes?
Always feel like you never have enough, or never know how much money you have?
Let us know what you think! Shoot us an email!
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
19min
June 17, 2025Episode 26: Financial Would You Rather? (Part 1)
We’re kicking off a little experiment, which started with an interesting conversation we had a couple weeks back off the air.
For the next few weeks, we’re going to play a financial version of the classic “Would You Rather?” social game.
To kick things off, Matt and Elliott discuss their takes on:
Would you rather be Age 40 with $500k, or 65 with $5M?
Have $1M now, or $100k/year for life?
Make $250k at a job you hate, or $60k at a job you love?
Have thoughts on these yourself? Comment or shoot us an email!
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
20min
June 03, 2025Episode 25: Is It Possible To Consistently Time The Market?
With all the tariff-related market fluctuations, Matt and Elliott take some time this week to discuss market-timing.
Is it possible to time the market, consistently?
How do you know when to get out? More importantly, when to get in?
Why making decisions for days at a time, can have decades of an impact?
Horror stories of trying to time the market
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
24min
May 20, 2025 Episode 24: Why Use A Brokerage Account?
Building off of the technical information from last week, Matt and Elliott discuss more about some of their favorite use cases for a Brokerage Account, and who may find them to be a valuable tool.
While we don’t know the details of your exact situation, perhaps hearing a few examples may help you understand if this is the right tool for you to consider. (Please consult with your financial or tax professional, first!)
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
24min
May 06, 2025 Episode 23: What Is A Brokerage Account?
“Brokerage Account, what the heck is that?”
In this episode, Matt and Elliott discuss one of the most confusing accounts in the savings worlds, Brokerage Accounts. These can sometimes just be called “Individual”, “Joint”, or “Taxable” investment accounts, adding to the confusion.
While they function much like an IRA, Roth IRA, or any other retail investment account, tune in to learn more about the details, and what to know before opening one yourself.
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
20min
April 22, 2025 Episode 22: Roth vs. Traditional for retirement, is there a clear “best”?
In a follow-up to our last episode, we went even deeper into the Roth versus Traditional debate for IRAs and 401ks.
We hope you enjoy this nuanced discussion around saving for retirement, and why the best decision for you, is much more the question than listening to the “YOU MUST DO THIS…” news articles out there.
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
...more
32min

FAQs about ME and Money Podcast:

How many episodes does ME and Money Podcast have?

The podcast currently has 20 episodes available.