Wondering if you need help managing your money? I break down the different financial planner options that might match your situation and budget.

In today's online world, there are more options than ever. You can choose to teach yourself, or go fully onboard with an advisor. I give examples of who needs an advisor and when you may be able to simply pay for a consult. 

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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

As people age, financial goals change. People often wonder how they can get the money out of their house, or, how to have as low of a monthly payment as possible.

Michelle Moses is joined by Jud Holmes, mortgage broker, to discuss mortgage options tailored specifically for seniors (62+). They discuss everything from reverse mortgages, paying off your house, to the benefits of family opportunity mortgages.

Jud Holmes's Website
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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you have your own business and earn over $50k, you'll want to listen to this episode. Electing an S-Corp tax status for your LLC might save you thousands in taxes. 

Michelle Moses, CFP® and Jared Van Arsdale, CPA discuss the complexities and benefits of electing an S-Corp status.

Key Takeaways - 

• Who makes a good candidate for this election and how to do it. 
• Once elected, logistical items to consider.  

Form 2553 for S-Corp Election on IRS.gov

Jared Van Arsdale's Website

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If you enjoyed today's episode, share it with your circle, and don’t forget to leave a review!

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Have you wondered if your estate planning documents are enough? Or, what kind of documents might be best for your situation?

Grant McKeehan Trust & Estate Attorney, joins us to share his experience and expertise about wills, trusts and how to pass your wealth on to your heirs in the most efficient way possible. 

Key Topics:

• The advantages of having a trust over a will
• The new changes brought about by the Secure Act for your inherited IRAs
• Gifting strategies to reduce your taxes
• The different estate planning documents and what they do

From controlling asset distribution to protecting businesses and beneficiaries, we cover it in this episode. 

Grant McKeehan, PLC

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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Your emotions have more to do with your money than math or any spreadsheet you'll create. Like food, money is deeply tied to our emotions and beliefs.

In this episode, Michelle talks about why you shouldn't just use numbers when making financial decisions. It's often about what's happening in your life, or simply just enjoying life. Listen in to hear how Michelle helps her clients with this topic.

Key Takeaways:

• When to make financial decisions
• Ways to overcome hopeless, bad or negative feelings
• Staying positive and gaining the essense of what you're looking for

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 Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Michelle explains the method behind her "Buckets" approach to spending money in retirement so you can be stress free! She shares actionable steps on how to position yourself to easily transition to retirement and ease your worry while you're there. 

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If you enjoyed today's episode, share it with your circle, and don’t forget to leave a review!


 Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Have you ever thought something was unattainable? Today we’re talking about taking steps towards the things you most want in life.

From house flipping ventures to business growth, Michelle Moses shares the beauty of chasing what ignites our souls. Listen in for real-life stories, challenges, and the magic of pursuing what truly matters.

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If you enjoyed today's episode, share it with your circle, and don’t forget to leave a review!


 Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

The financial world is expanding and starting to touch our everyday lives. In this episode, we talk about the impact of AI on the financial industry and how it will change how we operate. 

Will AI allow us to invest automatically? Will it create more financial products or eliminate the need for financial advisors? Michelle and Andy Woodward talk about advancements in technology and how AI is shaping the way we trade, manage finances, and even manage the real estate market. 

Key Takeaways:

• AI and changing how we make investment decisions - It can help identify trends in the real estate market, provide mortgage officers with easier access to information, and even aid businesses in managing their time more effectively on social media. 
• The Positive and Negative Possibilities of Adoption.
• Ways AI will help us digest lengthy financial information.

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If you enjoyed today's episode, share it with your circle, and don’t forget to leave a review!


Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

From money market accounts to mortgages, and even commercial debt margins, the decisions made by the Federal Reserve can significantly influence our financial lives. Understanding their objectives and how they manipulate interest rates is essential for anyone looking to make informed financial decisions.

Andy Woodward, banking and software expert, joins me to discuss how the Fed's decisions affect most of our financial products and decisions. 

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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Want to create an Instagram-worthy space for Airbnb guests? 

Join Michelle and guest Kara, Airbnb Host, as they discuss the world of standing out and creating your unique niche in the short term rental space. They talk remodeling, tools you can use to enhance and run your rental and secrets to their real estate success. Learn how Kara sets herself apart to get both business and individual bookings.

Kara’s Airbnbs

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If you enjoyed today's episode, share it with your circle, and don’t forget to leave a review!

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.