Talking Money, Clearly

What are Jamie Dimon and Warren Buffett doing? In this episode, Wes breaks down the recent headlines about Jamie Dimon selling millions in Chase stock and Warren Buffett sitting on a massive $334 billion cash pile. 

What Jamie Dimon and Warren Buffett are doing with their money might not be the market crash warning many headlines suggest - Wes explains the likely reasons behind these moves and why financial media loves to stoke fear. 

If you've been watching the news and asking yourself, "what are Jamie Dimon and Warren Buffett doing?" and what it means for your own investment strategy, Wes will share his perspective as a financial advisor on avoiding headline panic, the dangers of holding too much cash, and developing a balanced long-term approach to your finances.

Sign Up For Our Free Newsletter: mcwealthwisewomen.substack.com

Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

In this insightful episode of the WWW Podcast, Wes sits down with Dr. Corinne Auman, a gerontologist dedicated to guiding individuals and families through the aging process. 

Corinne shares her unique perspective on not only planning for older adulthood but also embracing it with positivity. Discover how proactive planning can transform the experience of aging, as she discusses common misconceptions and the importance of having open conversations about care needs.

What You’ll Learn:

✔️ Strategies for fostering a positive mindset towards aging

✔️ The critical role of planning for long-term care

✔️ How to support aging parents while respecting their autonomy

✔️ The significance of finding purpose in retirement

✔️ Real-life success stories that redefine aging

This episode is a must-listen for anyone looking to navigate the complexities of aging—whether for themselves or loved ones.

_______

Sign up for our FREE Newsletter: mcwealthwisewomen.substack.com

Find more about Corinne here: http://www.corinneauman.com
https://www.facebook.com/profile.php?id=61558512157337
https://www.instagram.com/keenagersbook/
https://www.linkedin.com/in/corinneauman/
https://amzn.to/3Y6bmqP

In this eye-opening interview, discover how Pam went from data entry operator to early retiree through patient investing and smart company benefits - learn how to actually retire early without get-rich-quick schemes or six-figure salaries. Find out the exact strategies she used, common retirement mistakes to avoid, and how to actually retire early by maximizing your employer benefits, managing company stock, and making the most of catch-up contributions, plus her candid advice on what she wishes she'd done differently.

Chapters🕓
00:00 - Intro
00:24 - Introducing Pam Weisbrod
01:01 - Interview pt 1
09:11 - Sponsor
10:13 - Interview pt 2
21:04 - Final Thoughts
________

Enjoying Wealth Wise Women? Show your support by liking and subscribing.

 Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

In this episode of Wealth Wise Women, Wes Cuprill sits down with Carrie Bradley, a mindset and strategy coach dedicated to empowering women financially. Carrie shares her personal journey of overcoming financial obstacles and how she built a $700K net worth through investing, venture capitalism, and real estate.

💡 What You’ll Learn:
✔️ How to shift from financial fear to empowerment
✔️ The power of negotiation in salary and wealth-building
✔️ Smart investing strategies for long-term success
✔️ Why financial education is key to independence

Carrie has helped hundreds of women pay off debt, grow savings, and take control of their wealth. Don't miss this conversation filled with actionable strategies to strengthen your financial future!

________

Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Enjoying Wealth Wise Women? Show your support by liking and subscribing.

In this podcast episode, financial advisor Wes Capri discusses how Social Security is projected to run out by 2033-2035, and explores potential government solutions and personal planning strategies.

Chapters🕓
00:00 - Intro
00:19 - SS Trust Fund Depletion
03:00 - Sponsor
04:03 - What Can the Govt Do?
05:52 - What Can You Do?
07:35 - Final Thoughts
________

Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Enjoying Wealth Wise Women? Show your support by liking and subscribing.

In this episode, financial advisor Wes Cuprill dives deep into the crazy world of cryptocurrency, exploring its mind-boggling volatility and the potential regulatory changes on the horizon. He breaks down why crypto might be more like gambling than investing, while still remaining curious about its future potential.

Chapters🕓
00:00 - Intro
00:14 - Welcome
00:34 - Crypto Regulation
01:45 - SEC Taskforce
02:38 - Skepticism
02:57 - Stability and Volatility
05:01 - Standard Deviation
06:10 - Sponsor
07:12 - Revaluation
07:55 - SEC Regulation
08:47 - Crypto Bias
09:33 - Historical Over-Hype
10:04 - Correction and Stabilization
11:02 - Final Thoughts
________

Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Enjoying Wealth Wise Women? Show your support by liking and subscribing.

Want to pay less in taxes? Smart tax planning isn't just about filing - it's about strategically timing your income and investments to keep more money in your pocket, especially with Social Security changes on the horizon and Medicare premiums to think about.

Chapters🕓
00:00 - Intro
00:13 - Tax Planning
02:54 - Importance of Tax Planning
03:46 - Sponsor
04:49 - How To Tax Plan
06:56 - Conclusion
________

Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Enjoying Wealth Wise Women? Show your support by leaving a review and rating for the show.

Host Wes Cuprill explains how the new Social Security Fairness Act impacts government and public sector retirees. Learn how the elimination of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) could increase your retirement benefits.

Key Points
+ Public  sector workers can now receive full Social Security benefits alongside their government pensions
+ Important for teachers and others who held multiple jobs throughout their careers
+ Wait for official guidance before making financial changes
+ Consider consulting a financial advisor to optimize retirement strategy

Contact Money and Clarity: 513-563-7526 | visitwithmc.com

Chapters 🕓
00:00 - Intro
00:15 - Name Change
00:57 - Social Security Fairness Act
02:57 - Sponsor
03:59 - What Should I Do?
06:11 - Conclusion
________

Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Enjoying The WWW Podcast? Show your support by leaving a review and rating for the show.

In this insightful episode of the Wealth Wise Women Podcast, host Wes Cuprill dives into the often-taboo topic of discussing personal finance openly. Broadcasting from his home office, Wes explores a recent Kiplinger article that sheds light on the consequences of not talking about money, especially for women. With eye-opening statistics, he emphasizes the importance of financial education and encourages listeners to break the silence around money matters.

Wes shares practical tips on how to make financial conversations less daunting, starting with open discussions between spouses. He stresses the need for both partners to be informed about their financial situation to avoid potential pitfalls, as illustrated by a poignant case study. Additionally, Wes advocates for personal financial education and the importance of having individual assets for security.
________

Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Enjoying Wealth Wise Women? Show your support by leaving a review and rating for the show.

Are you ready to take charge of your financial future? In this eye-opening episode of Wealth Wise Women, host Wes Cuprill breaks down the critical steps everyone needs to take before 2025.

Chapter Markers: 
[00:00] The Wake-Up Call: Retirement Savings Reality 
[03:15] Insurance 101: Protecting Your Financial Foundation 
[07:30] Compound Interest: Your Secret Wealth Weapon 
[12:45] Budgeting Hacks: Finding Money You Didn't Know You Had 
[18:20] Breaking Barriers: Women's Economic Empowerment 
[22:00] Your 2025 Financial Roadmap

Discover the shocking truth about retirement savings, learn how even $20 can transform your financial landscape, and uncover practical strategies to maximize your economic power.

Get ready to challenge the narrative that women's economic potential is underestimated. Join us as we turn financial planning from a daunting task into an exciting opportunity for growth and security. Your future self will thank you for listening!
________

Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Enjoying Wealth Wise Women? Show your support by leaving a review and rating for the show.