Optimal Finance Daily - Financial Independence and Money Advice

Melanie Lockert of Student Loan Planner talks about what to do with unused student loan money

Episode 1889: What to Do With Unused Student Loan Money by Melanie Lockert of Student Loan Planner on Reducing Debt Loans

Student Loan Planner has the country's top experts in figuring out exactly what to do with monster student loan debt. If you owe $20,000 to $1 million in student loans, they can help you by creating a custom student loan plan made just for you that details the path to debt freedom, and connect you with private lenders that will refinance your loans at a lower interest rate. You'll also get a cash back bonus. 

The original post is located here: https://www.studentloanplanner.com/return-unused-student-loan-money/ 

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Barney of The Escape Artist talks about taking control of your own investments and the value of wealth managers

Episode 1888: Honey, I Fired the Wealth Manager by Barney of The Escape Artist on Taking Control of Your Own Investments

Barney Whiter writes about money and financial freedom at The Escape Artist. He has a degree in economics, is a qualified chartered accountant and had a 20 year career in corporate finance in London.

Most recently, he is providing financial coaching to entrepreneurs, employees, and other people saving and investing towards financial freedom.

The original post is located here: https://theescapeartist.me/2015/09/07/honey-i-fired-the-financial-adviser/ 

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Craig Stephens of Retire Before Dad talks about how financial independence affects traveling

Episode 1887: The Holy Grail of Travel by Craig Stephens of Retire Before Dad on Finding Your Financial Independence

Craig Stephens of Retire Before Dad is a 43-year-old IT professional, investor, and blogger based in the Washington, DC metro area. His primary financial goal is to retire at age 55, one year before his Dad retired. He writes about how to build income streams so you can explore the unusual. His first love is his beautiful wife and three kids. His second love is travel. Combining both in early retirement is the ultimate goal and his primary motivation for financial independence.

The original post is located here: https://www.retirebeforedad.com/holy-grail-of-travel/ 

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Philip Taylor of PT Money shares 10 reasons to start a Roth IRA

Episode 1886: 10 Reasons to Get Off Your Butt and Start a Roth IRA by Philip Taylor of PT Money on Retirement Savings

PTMoney.com is about helping you make extra money, save more money, and spend your money wisely--all in an effort to help you fix your finances so you can build the life you want. It was started by Philip Taylor, a CPA, entrepreneur, and blogger who started the site in 2007. He also created FinCon, the popular conference for financial nerds.

The original post is located here: https://ptmoney.com/start-roth-ira-10-good-reasons/ 

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Sean Mullaney of FI Tax Guy talks about tax planning for inherited IRAs. This is part 2 of 2.

Episode 1885: [Part 2] Tax Planning For Inherited IRAs by Sean Mullaney of FI Tax Guy

Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning.

Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC’s Washington National Tax Services practice.

Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning. 

The original post is located here: https://fitaxguy.com/2020/10/ 

 Visit Me Online at OLDPodcast.com

·        Note: The podcast ad for the IMPACT app is unscripted and being recorded live. It may contain some slight differences. Please visit https://impact.interactivebrokers.com/ for full details of products and services. Interactive Brokers, LLC member FINRA/SIPC.

·        The projections or other information generated by IMPACT app regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

·        The paid ad host experiences and testimonials within the Podcast may not be representative of the experiences of other customers and are not to be considered guarantees of future performance or success. The opinions provided within the ad belong to the host alone.  

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Sean Mullaney of FI Tax Guy talks about tax planning for inherited IRAs. This is part 1 of 2.

Episode 1884: [Part 1] Tax Planning For Inherited IRAs by Sean Mullaney of FI Tax Guy

Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning.

Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC’s Washington National Tax Services practice.

Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning. 

The original post is located here: https://fitaxguy.com/2020/10/ 

 Visit Me Online at OLDPodcast.com

·        Note: The podcast ad for the IMPACT app is unscripted and being recorded live. It may contain some slight differences. Please visit https://impact.interactivebrokers.com/ for full details of products and services. Interactive Brokers, LLC member FINRA/SIPC.

·        The projections or other information generated by IMPACT app regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

·        The paid ad host experiences and testimonials within the Podcast may not be representative of the experiences of other customers and are not to be considered guarantees of future performance or success. The opinions provided within the ad belong to the host alone.  

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Vitaliy Katsenelson of Contrarian Edge shares why the market right now doesn't care how fantastic your stocks are.

Episode 1883: The Market Right Now Doesn't Care How Fantastic Your Stocks Are by Vitaliy Katsenelson of Contrarian Edge

Vitaliy Katsenelson is the CEO and Chief Investment Officer at Investment Management Associates. He has written two books on investing, which were published by John Wiley & Sons and have translated into eight languages.

The original post is located here: https://contrarianedge.com/the-market-right-now-doesnt-care-how-fantastic-your-stocks-are/

 Visit Me Online at OLDPodcast.com

·        Note: The podcast ad for the IMPACT app is unscripted and being recorded live. It may contain some slight differences. Please visit https://impact.interactivebrokers.com/ for full details of products and services. Interactive Brokers, LLC member FINRA/SIPC.

·        The projections or other information generated by IMPACT app regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

·        The paid ad host experiences and testimonials within the Podcast may not be representative of the experiences of other customers and are not to be considered guarantees of future performance or success. The opinions provided within the ad belong to the host alone.  

Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

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Liz of Frugalwoods talks about why she doesn't micromanage her money

Episode 1882: Why We Don't Micromanage Our Money by Liz of Frugal Woods on Establishing a Money Routine

The Frugalwoods are ex-urban, rookie homesteaders finding contentment (and a lot of chores) on 66 acres in rural central Vermont along with their two young daughters. They write about a wide range of topics, including their experience as parents, their adventures as novice homesteaders, and the financial decisions that made their life possible.

Their philosophy is that managing your money wisely enables you to pursue unusual aspirations and opens up a world of options for how to live your life.

Through the application of frugality–coupled with good incomes and judicious financial management–they have created a life that they love living every single day. It’s not a life beholden to consumerism or the drive for material perfection or the incessant clarion call for more.

The original post is located here: https://www.frugalwoods.com/2015/11/09/why-we-dont-micromanage-our-money/ 

 Visit Me Online at OLDPodcast.com 

·        Note: The podcast ad for the IMPACT app is unscripted and being recorded live. It may contain some slight differences. Please visit https://impact.interactivebrokers.com/ for full details of products and services. Interactive Brokers, LLC member FINRA/SIPC.

·        The projections or other information generated by IMPACT app regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

·        The paid ad host experiences and testimonials within the Podcast may not be representative of the experiences of other customers and are not to be considered guarantees of future performance or success. The opinions provided within the ad belong to the host alone.  

Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

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Lisa Harrison of Mad Money Monster talks about why FIOR is better than FIRE

Episode 1881: 5 Reasons Ditching FIRE For FIOR Might Be Your Best Financial Move by Lisa Harrison of Mad Money Monster

Lisa is a mother, scientist, and financial enthusiast. She founded Mad Money Monster, a personal finance blog chronicling her and her family’s journey from doing money all wrong to doing it all right.

She and her husband are known as Mr. & Mrs. Mad Money Monster on the site. They pride themselves as being Gen-Xers who have turned it all around and are now charting a course toward financial independence.

The original post is located here: https://madmoneymonster.com/2019/11/11/5-reasons-ditching-fire-for-fior-might-be-your-best-financial-move/ 

 Visit Me Online at OLDPodcast.com

·        Note: The podcast ad for the IMPACT app is unscripted and being recorded live. It may contain some slight differences. Please visit https://impact.interactivebrokers.com/ for full details of products and services. Interactive Brokers, LLC member FINRA/SIPC.

·        The projections or other information generated by IMPACT app regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

·        The paid ad host experiences and testimonials within the Podcast may not be representative of the experiences of other customers and are not to be considered guarantees of future performance or success. The opinions provided within the ad belong to the host alone.  

Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dawn Starks of Simple Money Pro tells you how you can be prepare to manage money in a crisis

Episode 1880: Bare Bones Money Management in a Crisis by Dawn Starks of Simple Money Pro

Dawn Starks has been a financial planner for over twenty years. Her aim with financial planning work has always been to simplify things for clients. Making concepts easier to grasp and less scary is the goal. Dawn's SimpleMoney project - the blog, podcast, and soon-to-be courses and book is a co-project with her husband Greg.

The original post is located here: https://simplemoneypro.com/blog/bare-bones-money-management-in-a-crisis/ 

 Visit Me Online at OLDPodcast.com 

·        Note: The podcast ad for the IMPACT app is unscripted and being recorded live. It may contain some slight differences. Please visit https://impact.interactivebrokers.com/ for full details of products and services. Interactive Brokers, LLC member FINRA/SIPC.

·        The projections or other information generated by IMPACT app regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

·        The paid ad host experiences and testimonials within the Podcast may not be representative of the experiences of other customers and are not to be considered guarantees of future performance or success. The opinions provided within the ad belong to the host alone.  

Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

Learn more about your ad choices. Visit megaphone.fm/adchoices