Personal Finance Podcast

Technical and Behavioral Analysis with David Keller http://lifeblood.live/wp-content/uploads/2021/09/David_Keller_FINAL.mp3 Technical and Behavioral Analysis with David Keller On this show, we talked about understanding the fundamentals of the stock market, appreciating the role our behaviors play in investing and where the biggest opportunities for returns are with David Keller CMT, President and [...]

The Pre-Tax Problem with Rebecca Walser http://lifeblood.live/wp-content/uploads/2021/09/Rebecca_Walser_FINAL.mp3 The Pre-Tax Problem with Rebecca Walser On this show, we talked about how and why 401(k) became the primary retirement planning option, the history of individual tax rates and how our tax rates could increase dramatically in the future with Rebecca Walser, JD, [...]

Book Club with Peter Lazaroff http://lifeblood.live/wp-content/uploads/2021/09/Peter_Lazaroff_Book_Club_FINAL.mp3 Book Club with Peter Lazaroff On this edition of the Book Club, Peter Lazaroff, CFA, CFP, Co Chief Investment Officer at Plan Corp and Bright Plan joins us to about his book “Making Money Simple: The Complete Guide to Getting Your Financial House In [...]

Buying Physical Gold with Ken Lewis http://lifeblood.live/wp-content/uploads/2021/09/Ken_Lewis_FINAL.mp3 Buying Physical Gold with Ken Lewis On this show, we talked about the case for investing in precious metals, what impacts the price of this asset class, and how to buy and actually take possession of physical gold and silver with Ken Lewis, [...]

Narrative in Planning with Victor Ricciardi http://lifeblood.live/wp-content/uploads/2021/09/Victor_Ricciardi_2_FINAL.mp3 Narrative in Planning with Victor Ricciardi On this show, we talked about how taking a more holistic approach to planning and incorporating narrative into goals based investing can greatly increase your chances of long term success with Victor Ricciardi, behavioral finance expert, finance [...]

Car Insurance Shopping with Andrew Rose http://lifeblood.live/wp-content/uploads/2021/09/Andrew_Rose_FINAL.mp3 Car Insurance Shopping with Andrew Rose On this show, we talked about how a handful of the 300 auto insurance companies spend the vast majority of the $7 billion in advertising every year, how different companies charge different premium amounts and how you [...]

Retiring with Confidence with Craig Kirsner http://lifeblood.live/wp-content/uploads/2021/09/Craig_Kirsner_FINAL.mp3 Retiring with Confidence with Craig Kirsner On this show, we talked about the necessary steps to optimize your retirement, manage risk and leave a legacy with Craig Kirsner, MBA, President of Stuart Estate Planning Wealth Advisors, Nationally recognized speaker and author.  Listen to [...]

Managing Student Loans with Meagan Landress http://lifeblood.live/wp-content/uploads/2021/09/Meagan_Landress_FINAL.mp3 Managing Student Loans with Meagan Landress On this show, we talked about the current state of student loan debt, navigating the complexity of repayment options and how to get started by putting a plan together with Meagan Landress, Certified Student Loan Professional.  Listen [...]

Optimizing Financial Planning with Alex Chalekian http://lifeblood.live/wp-content/uploads/2021/09/Alex_Chalekian_FINAL.mp3 Optimizing Financial Planning with Alex Chalekian On this show, we talked about creating environments where people can be comfortable and the financial planning process can be most effective as well as how incorporating technology can improve results with Alex Chalekian, CEP, Founder and [...]