Personal Finance Podcast

Constructing a Portfolio of ETFs with Nate Geraci http://lifeblood.live/wp-content/uploads/2021/09/Nate_Geraci_FINAL.mp3 Constructing a Portfolio of ETFs with Nate Geraci On this show, we talked about how asset classes fluctuate from year to year, the role that niche or speculative sectors play in a portfolio and how investor behavior drives financial success with [...]

The Power of Cash Flow with Jeff Brainard http://lifeblood.live/wp-content/uploads/2021/09/Jeff_Brainard_FINAL.mp3 The Power of Cash Flow with Jeff Brainard On this show, we talked about living your best life through controlling your saving and spending, getting over the fear and discomfort surrounding talking about money with Jeff Brainard, Co-Founder and Managing Director [...]

Money and Choice with Kimberly Foss http://lifeblood.live/wp-content/uploads/2021/09/Kimberly_Foss_FINAL.mp3 Money and Choice with Kimberly Foss On this show, we talked about the importance of commitment in the planning process, being intentional about designing your financial future and why you should pay less attention to the financial media with Kimberly Foss, CFP, CPWA, [...]

Community and Communication with David Rae http://lifeblood.live/wp-content/uploads/2021/09/David_Rae_FINAL.mp3 Community and Communication with David Rae On this show, we talked about the importance of looking at your finances in the context of your overall lifestyle, why talking about money is important and whether or not you should buy a house with David [...]

Effective Financial Literacy with Pamela Capalad http://lifeblood.live/wp-content/uploads/2021/09/Pamela_Capalad_FINAL.mp3 Effective Financial Literacy with Pamela Capalad On this show, we talked about what financial literacy is not about, what it's truly about and how you can best position yourself for success with Pamela Capalad CFP, AFC, Founder of Brunch and Budget, host of [...]

Planning for H.E.N.R.Y’s with Priya Malani http://lifeblood.live/wp-content/uploads/2021/09/Priya_Malani_FINAL.mp3 Planning for H.E.N.R.Y’s with Priya Malani On this show, we talked about financial planning for High Earners, Not Rich Yet, the challenges of a work/life balance and the importance of talking about money with Priya Malani, Founder of Stash Wealth.  Listen to learn [...]

College Savings Trends with Paul Curley http://lifeblood.live/wp-content/uploads/2021/09/Paul_Curley_FINAL.mp3 College Savings Trends with Paul Curley On this show, we talked about trends in saving for college, the cost of education and the availability of scholarships to pay for it with Paul Curley, CFA and the Director of college savings research at Strategic [...]

Positive Habits for the Next Generation with Patrina Dixon http://lifeblood.live/wp-content/uploads/2021/09/Patrina_Dixon_FINAL.mp3 Positive Habits for the Next Generation with Patrina Dixon On this show, we talked about how the lack of transparent conversations and knowledge stops parents from talking and teaching their children about money with Patrina Dixon, Certified Financial Education Instructor, [...]

Dan Egan http://lifeblood.live/wp-content/uploads/2021/09/Dan_Egan_FINAL.mp3 Technology and Behavioral Finance with Dan Egan On this show, we talked about improving investor behavior and outcomes through technological designs as well as behavioral finance with Dan Egan, Director of Investing and Behavioral Finance at Betterment.  Listen to learn about how about how and why Betterment [...]