Personal Finance Podcast

First Generation Wealth with Rianka Dorsainvil http://lifeblood.live/wp-content/uploads/2021/09/Rianka_Dorsainvil_FINAL.mp3 First Generation Wealth with Rianka Dorsainvil On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest [...]

Understanding Medicare with Danielle Roberts http://lifeblood.live/wp-content/uploads/2021/09/Danielle_Roberts_FINAL.mp3 Understanding Medicare with Danielle Roberts On this show, we talked about the biggest challenges facing baby boomers and their families when it comes to making medicare and medicare supplement decisions with Danielle Roberts, President of Boomer Benefits, insurance expert and medicare supplement accredited advisor. [...]

Life Insurance Policy Settlements with Barry Flagg http://lifeblood.live/wp-content/uploads/2021/09/Barry_Flagg_2_FINAL.mp3 Life Insurance Policy Settlements with Barry Flagg On this show, we talked about the history of life insurance settlements, the process for determining the value of a policy and how best to go about selling a policy with Barry Flagg, CFP®, CLU, ChFC, [...]

Maximizing Your 401(k) with Aaron Pottichen http://lifeblood.live/wp-content/uploads/2021/09/Aaron_Pottichen_FINAL.mp3 Maximizing Your 401(k) with Aaron Pottichen On this show, we talked about the common characteristics of successful 401(k) plans and behaviors of successful 401(k) participants with Aaron Pottichen, Senior Vice President of Alliant Retirement Consulting and Nationally recognized Retirement Plan Advisor.  Listen to [...]

The Fallacy of Buy and Hold with Lance Roberts http://lifeblood.live/wp-content/uploads/2021/09/Lance_Roberts_FINAL.mp3 The Fallacy of Buy and Hold with Lance Roberts On this show, we talked about how market cycles impact investment advice, investor psychology, how the fundamental rules of investing haven’t changed over time and how you can be a successful [...]

Goals Based Planning with Tyrone Ross Jr. http://lifeblood.live/wp-content/uploads/2021/09/Tyrone_Ross_Jr_FINAL.mp3 Goals Based Planning with Tyrone Ross Jr. On this show, we talked about goals based investing and how technology is changing the way we invest money, look at financial planning and what retirement will look in 20 years with Tyrone Ross Jr, [...]

Money’s Universal Impact with Trisha Funk http://lifeblood.live/wp-content/uploads/2021/09/Trish_Funk_FINAL.mp3 Money’s Universal Impact with Trisha Funk On this show, we talked about the opportunity and challenges of bringing financial literacy to the classroom as well as work places and how best to implement these programs with Trisha Funk, 20 year finance veteran,  advisor, [...]

Financial Happiness with Jonathan Clements http://lifeblood.live/wp-content/uploads/2021/09/Jonathan_Clements_FINAL.mp3 Financial Happiness with Jonathan Clements On this show, we talked about the probability of beating the market, why your savings behavior is more important than rate of return and how to break the cycle of overconsumption with Jonathan Clements, Founder of HumberDollar.com, author of [...]

Small Changes Big Results with Victoria Bogner http://lifeblood.live/wp-content/uploads/2021/09/Victoria_Bogner_FINAL.mp3 Small Changes Big Results with Victoria Bogner On this show, we talked about how volatility, market timing and understanding the difference between needs and wants all play important roles in your overall financial situation with Victoria Bogner, CFP, CFA, AIF and CEO [...]