Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A Widow's Guide to Emotional and Financial Well-Being.

 Together, they share critical advice on how widows can navigate their financial futures while coping with loss. Learn about common mistakes new widows make, including rushing into irrevocable decisions, and discover practical tips for leveraging support networks. Whether you're facing these challenges or preparing for future financial security, this episode offers heartfelt, actionable guidance.

Topics Covered:

Emotional and financial challenges for widows

Key financial mistakes to avoid after losing a spouse

How to rebuild your life with sound financial planning

The evolving landscape of widowhood and grief management

Personal experiences shared by the authors

Don't miss: The latest insights from the sixth edition of On Your Own, now featuring updated financial planning strategies and new technologies to help manage your money in challenging times.

 #WidowsGuide #MoneyMatters #Podcast #PersonalFinance

Unlocking Financial Freedom with George Kinder: Life Planning, Mindfulness, and the Future of Fiduciary Advice

In this episode, we sit down with financial expert and visionary George Kinder, known for his revolutionary approach to financial advising through "Life Planning." George shares how aligning your finances with your deepest life goals can unlock true freedom and fulfillment.

Discover:

How fiduciary duty should prioritize humanity, truth, and sustainability.

The power of mindfulness in creating authentic financial plans.

The "Three Domains of Freedom"—financial, inner, and outer freedom.

Why legislation needs to change to foster a fiduciary world.

If you're ready to rethink your approach to financial planning and live a life aligned with your passions, this episode is for you!

🔔 Don't forget to like, subscribe, and hit the notification bell for more insights from thought leaders like George Kinder. #FinancialFreedom #LifePlanning #GeorgeKinder #Mindfulness #FiduciaryDuty #PersonalGrowth  @KinderInstituteofLifePlanning   @gdkinder 

In Episode 321 of Money Matters, host Christopher Hensley is joined by Christopher Manske, founder of Manske Wealth Management. Christopher, a former U.S. Army captain and Merrill Lynch financial trainer, brings his extensive knowledge to the conversation, sharing key strategies for building wealth through disciplined saving. He emphasizes the importance of saving a portion of every income source first, a strategy that he believes is crucial for achieving financial security.

Throughout the episode, Christopher discusses the benefits of adopting a savings-first mentality, contrasting it with the more common spending-first approach seen in Western cultures. He provides actionable steps to help listeners implement this strategy in their own lives, offering a clear path to financial freedom.

Christopher is also the author of the recently published book, Outsmart the Money Magicians, by McGraw Hill. In this best-selling book, he exposes the tricks and traps of the financial industry and provides readers with the tools to protect and grow their wealth. His insights, both in the episode and in his writings, are designed to empower individuals to make smarter financial decisions. Tune in to this episode to learn from Christopher’s vast experience, as he shares his expertise and practical advice for taking control of your financial future.

#FinancePodcast, #WealthBuilding, #FinancialFreedom, #SavingStrategies, #InvestmentTips, #MoneyManagement, #PersonalFinance, #ChrisManske, #OutsmartTheMoneyMagicians, #MoneyMattersPodcast

In this episode of the Money Matters Podcast, we sit down with Dalene Higgins, founder of Elevate Finances and host of the Wealthy After 40 podcast, to explore her journey to financial independence and early retirement at age 50. 

Dalene shares actionable insights on budgeting, debt management, and overcoming financial hurdles, especially for Gen Xers and women over 40. Discover how Dalene's unique strategies and coaching can help you achieve financial freedom and stability. Tune in to learn practical tips for preparing for retirement, creating successful money routines, and managing finances post-divorce. Don't miss out on Dalene's advice to elevate your financial future!

Navigating Financial Conversations with Chris Wong | Money Matters Podcast

Description: Welcome to another insightful episode of the Money Matters Podcast! Join host Christopher Hensley as he sits down with Chris Wong, a seasoned therapist and executive coach, to delve into the intricacies of managing financial conversations within relationships.

In This Episode, We Cover:

Chris Wong’s Journey: Discover Chris Wong’s background as a therapist and executive coach.

Financial Conversations: Tips on how to start and navigate tough financial discussions with your partner.

Conflict Resolution: Strategies to handle common financial conflicts among couples.

Cultural Influences: How cultural backgrounds affect financial management in relationships.

Modern Financial Challenges: Discussing the impacts of the gig economy and digital currencies on couples.

Tools and Resources: Recommendations for couples to better manage their finances.

Key Takeaways:

Building a strong foundation of open communication about finances. 

Understanding and aligning financial goals as a couple.

The importance of transparency and honesty in financial matters.

Practical advice for dealing with financial anxiety and conflict.

 About Our Guest: Chris Wong is an expert in managing difficult conversations, with a unique perspective on financial discussions drawn from his extensive background in therapy and executive coaching. He co-hosts the podcast "The Art and Science of Difficult Conversations."

Connect with Chris Wong:

Website: myleadershippotential.com

LinkedIn: Chris Wong LMHC

Email: [email protected]

Podcast: The Art and Science of Difficult Conversations

Don't Miss Out: 👉 Subscribe to our channel for more episodes featuring financial experts. 👉 Like this video if you found it helpful. 👉 Share this episode with anyone who might benefit from it.

Welcome to today's episode of the Money Matters Podcast, where we dive deep into the waters of finance and come up with pearls of wisdom that keep your pockets full and your mind even fuller. In this episode, host Christopher Hensley is joined by Adam Zuckerman, a seasoned attorney and the innovative founder of Buried in Work. Together, they explore the critical topic of estate planning and how it's essential for everyone, not just the wealthy.

 **Episode Highlights:** -

Discover the shocking reality of estate planning through Adam's personal journey. - Learn why even at a young age, it's crucial to start thinking about your legacy. - Find out the common mistake in estate planning that could jeopardize your future intentions and how to avoid it. - Understand the importance of organizing your information and assets to minimize stress for your loved ones. - Explore innovative approaches to simplify estate organization and end-of-life tasks.

 **About This Episode:** Adam Zuckerman shares his unique and emotional story of how his father's passing led to the creation of Buried in Work, a platform designed to revolutionize estate planning. Adam emphasizes the importance of starting the estate planning process early, understanding your assets, and ensuring that your loved ones are prepared for the future. **Guest Bio:** Adam Zuckerman is an experienced attorney and the founder of Buried in Work. His platform focuses on making estate planning accessible and comprehensive for everyone. Adam's personal experiences and professional expertise make him a visionary in transforming how we think about securing our legacies.

If you enjoyed this episode, please like, comment, and subscribe to our channel. 

Don't forget to hit the bell icon to get notified about our latest uploads!

• 00:00 Introduction
• 01:00 Importance of Estate Planning 
• 04:00 Adam's Personal Story 
• 10:00 Common Mistakes in Estate Planning
• 15:00 Innovative Approaches to Estate Organization 
• 20:00 How to Start the Conversation About Estate Planning 
• 25:00 Technology's Role in Modern Estate Planning 
• 30:00 Essential Components of a Comprehensive Estate Plan
• 35:00 Closing Remarks #Podcast #EstatePlanning

#MoneyMatters #AdamZuckerman #FinancialWisdom

Welcome to Episode 317 of Money Matters: Inflation and Retirement in Emerging Markets 

In this riveting episode, Jason Hsu dives deep into the complexities of inflation and its long-term impact on retirement planning. With a focus on emerging markets. Jason provides invaluable insights that are a must-listen for pre-retirees and anyone interested in understanding the future of finance.

What You'll Learn:

How global demographic shifts, particularly the aging population in developed markets, are influencing economic structures.

Episode Highlights: 

00:00 The Impact of Aging Demographics on Inflation and the Economy

 00:45 Welcome to Money Matters: Introducing Jason Hsu

 03:15 Demographic Shifts and Investment Strategies

04:46 Exploring Opportunities in Emerging Markets

07:12 Currency Reevaluation and Its Effects on Retirement Portfolios

09:40 Addressing Inflation Concerns for Retirees

13:02 Trade Dynamics

17:31 Asset Appreciation in the Context of Global Aging

19:58 Wage Inflation and Retirement Planning

23:51 Long-Term Outlook for the Global Economy

27:28 Closing Thoughts and Social Media Engagement

In this insightful episode of the "Money Matters" podcast, financial advisor Melissa Reaktenwalt shares her 18-year journey in the wealth management industry. She discusses her transition from the credit union sector to owning her own firm, the significance of ESG and SRI principles in values-based investing, and her role as a public speaker. Melissa's experiences provide invaluable insights into navigating diverse financial channels and incorporating sustainable investing options.

This episode also explores diversity in the financial sector, highlighting Melissa's perspective as a minority professional and her "earn all you can, save all you can, give all you can" mantra, making it a must-watch for financial advisors and clients alike.

00:00 Opening Thoughts on Diversity in Financial Services 

00:44 Introducing Melissa B. Reaktenwalt: A Financial Industry Veteran

01:53 Melissa's Journey: From Entry to Expertise

03:18 The Evolution of Wealth Management with Melissa

04:37 Melissa's Public Speaking Journey: From Moderator to Keynote Speaker

07:50 Navigating Career Paths: Credit Union to Independent Advisor

11:52 Diversity and Inclusion in the Financial Industry: A Personal Take

14:48 Incorporating ESG and SRI into Wealth Management

17:46 The Importance of Financial Education in Melissa's Practice 19:25 Melissa's Personal Money Mantra and Professional Approach

20:49 Industry Trends and the Future of Financial Advising

23:49 Closing Remarks and Where to Find Melissa

 https://www.eviefinancial.com/

In this groundbreaking episode of Money Matters, host Chris Hensley dives deep into a transformative conversation with Eric Brotman, CEO of BFG Financial Advisors and the author of "Don't Retire, Graduate." Eric shares invaluable insights on how to rethink retirement planning, strategies for financial independence, and the steps you can take at every life stage to secure your financial future. This episode is a must-watch for anyone looking to redefine their journey to retirement and discover how to make their wealth work for them.

Introduction: Chris Hensley introduces the theme of the episode: transforming the concept of retirement into a new phase of opportunities. A brief introduction of Eric Brotman, highlighting his contributions to redefining retirement planning.

Eric's Vision on Retirement: Eric discusses the outdated concept of retirement and emphasizes planning for a life where your wealth provides security, freedom, and growth opportunities.

 Financial Planning for Different Life Stages: The conversation covers strategies for financial independence tailored to various stages of life, from early career to senior years. Eric outlines actionable steps for achieving financial independence, including communication with partners, avoiding adverse debt, and strategic tax planning.

Preparing for Economic Downturns: Strategies to fortify finances against future recessions and the importance of not timing the market but being prepared for its fluctuations.

Avoiding the Tragedy of Outliving Your Money: Eric shares three strategies for utilizing money in retirement, focusing on withdrawal rates and the necessity to adjust strategies based on those rates.

The Importance of Financial Literacy: Initiatives to make financial planning accessible across different income levels and the launch of Eric's second book edition with updated insights and timeless advice.

Seeking Professional Financial Advice: When and why individuals should consider getting professional financial advice, especially during significant life changes.

Closing Thoughts: Eric reflects on what he wants to be "when he grows up," emphasizing continuous growth, succession planning, and evolving career paths.

Call to Action: For more insights and to begin transforming your retirement planning, visit BrotmanMedia.com for resources, white papers, and access to Eric's book. Don’t forget to like, share, and subscribe for more financial wisdom on Money Matters!

Welcome to Episode 314 of Money Matters, celebrating Financial Literacy Month with a special guest, Skyler Fleming from Money Talks. This episode dives into how crucial conversations about finances can significantly alter your economic perspective and future. In recognition of Financial Literacy Month, Skyler shares compelling stories and actionable insights on overcoming financial hurdles, from lifestyle creep to syncing with your partner on budgeting and savings. Learn the steps to financial freedom, the importance of starting financial education early, and strategies to enhance your financial well-being. Whether aiming to improve your savings plan, understand investment basics, or simply gain financial peace of mind, this episode offers invaluable advice and inspiration to navigate your financial journey confidently. Tune in now for an enlightening discussion that could transform your approach to money during Financial Literacy Month and beyond. Skyler Fleming is a personal finance podcast host. He hosts Money Talk with Skyler Fleming. A podcast dedicated to starting a conversation around money so we can all do better with money. He found a love for money when he was young and working in a call center for a credit union. He saw a lot of people go through some really hard financial times. He quickly learned more about money than he was ever taught just by helping other people. This helped him find his passion for helping teach other people about money. So that led to him become the host of Money Talk with Skyler Fleming. Where he spends time talking to experts and regular every day people about how manage and learn about finances.