Personal Finance Podcast

Family Values with JR Gondeck http://source.wav Family Values with JR Gondeck LifeBlood: We talked about the challenges of generational wealth, how best to communicate account values and family values, how to simplify the process, and how to make everyone comfortable end engaged with JR Gondeck, Managing Director at Hightower and [...]

Life Insurance as an Asset Class with Eric Geier http://source.wav Life Insurance as an Asset Class with Eric Geier LifeBlood: We talked about life insurance as an asset class, the tax benefits and positive attributes of the product, the drawbacks or negative aspects, and how to think about it in [...]

A Contract with Yourself with Mark Willis http://source.wav A Contract with Yourself with Mark Willis On this episode, we talked about removing uncertainty from our finances, how to form a contact with ourselves for our future, the power of guarantees and tax-preferenced accounts, and how to get started with Mark [...]

Saving and Investing with Curtis May http://source.wav Saving and Investing with Curtis May LifeBlood: We talked about the value of the proper mindset for financial success, scarcity versus abundance, creating value for others, and how to set yourself up for long-term success with Curtis May, Creator and Owner of Practical [...]

Making Money Fun with Milan Kovacevic http://source.wav Making Money Fun with Milan Kovacevic LifeBlood: We talked about how everybody, regardless of background, should have the opportunity to become financially literate and have access to financial resources at a low-cost and easy to understand fashion with Milan Kovacevic, CoFounder and CEO of Finny.  Listen [...]

Active and Passive with David Keller http://source.wav Active and Passive with David Keller In this episode, we talked about the exciting reality of the next generation of traders entering the marketplace, how to become a successful trader, figuring out what success if for you, and how to get started with [...]

Income for Life with Matt Wolniewicz http://lifeblood.live/wp-content/uploads/2021/08/Matt_Wolniewicz_FINAL.mp3 Income for Life with Matt Wolniewicz LifeBlood: We talked about the challenges of accumulating retirement assets, making good investment decisions, how to turn the money you’ve saved into income that will last for as long as you need it to, and how to [...]

Humanizing Wealth Management with Mike LaMena http://lifeblood.live/wp-content/uploads/2021/09/LaMena_FINAL8o0qk.mp3 Humanizing Wealth Management with Mike LaMena In this episode, we talked about the growing and changing ways in which financial advice is delivered, what clients and advisors can do to have an impactful relationship, how fintech fits into our financial situations, and how [...]