Personal Finance Podcast

Self-Directed IRA’s with Jason DeBono http://lifeblood.live/wp-content/uploads/2021/09/Jason_DeBono_FINAL9jdjr-1.mp3 Self-Directed IRA’s with Jason DeBono On this show, we talked about self-directed IRA’s, the most common investments found inside of them, the profile of people they're a good fit for, and the costs associated with them, with Jason DeBono, Vice President of NuView Trust Company.  Listen [...]

Shrinking Alpha with Larry Swedroe http://lifeblood.live/wp-content/uploads/2021/09/Larry_Swedroe_FINAL.mp3 Shrinking Alpha with Larry Swedroe On this show, we talked about the demise of active investing, the reasons why it’s happened, how fintech can be dangerous to our financial situation, and how to be thinking about the future with Larry Swedroe, Chief Research Officer at [...]

Exploring Investment Options with Alina Trigub http://lifeblood.live/wp-content/uploads/2021/09/Alina_Trigub_27vliy.mp3 Exploring Investment Options with Alina Trigub On this show, we talked about alternative investment opportunities, how to decide on a real estate investing strategy, and the role mindset plays in overall success with Alina Trigub, Managing Partner of SAMO Financial.  Listen to learn the variables [...]

Planning for Uncertainty with Lauren Lindsay http://lifeblood.live/wp-content/uploads/2021/09/Lauren_lindsay_FINAL8rdx4.mp3 Planning for Uncertainty with Lauren Lindsay On this show, we talked about financial planning before, during and after unforeseen events, how to pivot when necessary, and why managing your cash flow could be the most important thing you do with Lauren Lindsay, CFP, Vice [...]

Understanding Life Insurance with Katia Iervasi http://lifeblood.live/wp-content/uploads/2021/09/Katia_Iervasi_FINALbegs7.mp3 Understanding Life Insurance with Katia Iervasi On this show, we talked about the basics of life insurance, who should have it, what determines the price, and how to get a policy with Katia Iervasi, Personal Finance Writer with Finder.com.  Listen to learn how much life [...]

Simple Annuities with Matt Carey http://lifeblood.live/wp-content/uploads/2021/09/Matt_Carey_2_FINAL8txlm.mp3 Simple Annuities with Matt Carey On this show, we talked about fixed and income annuities, the changing ways in which people buy them, and how technology is making that process better with Matt Carey, Co-Founder and CEO of Blueprint Income.  Listen to learn if annuities are [...]

Commitment and Courage with Echo Huang http://lifeblood.live/wp-content/uploads/2021/09/echo_huang_final8kr7i.mp3 Commitment and Courage with Echo Huang On this show, we talked about the role that perspective plays in life as well as with investing, how to remove complexity from financial planning, and why a good team of advisors is so important with Echo [...]

Robo-Advisors with Barbara Friedberg http://lifeblood.live/wp-content/uploads/2021/09/barb_friedberg_3_final7zucp.mp3 Robo-Advisors with Barbara Friedberg On this show, we talked about robo-advisors, how the industry has changed, how they’re changing financial services, and what to expect in the future with Barbara Friedberg, MBA, Expert Investor, Author, and FinTech Consultant.  Listen to learn if robo-advisors are right [...]

Building Wealth with Derick Van Ness http://lifeblood.live/wp-content/uploads/2021/09/derick_van_ness_final7qxz4.mp3 Building Wealth with Derick Van Ness On this show, we talked about how we focus too much on making money and neglect taxes and other drains on our income, why tax-deferral may not be a good thing, and what vehicles are available for [...]