Personal Finance Podcast

Tax Considerations in Retirement with Jeffrey Levine http://lifeblood.live/wp-content/uploads/2021/08/Jeff_Levine_FINAL.mp3 Tax Considerations in Retirement with Jeffrey Levine On this show, we talked about defining your idea of financial freedom and the various tax considerations associated with planning with Jeff Levine CPA CFP®, retirement and tax expert, speaker, author and CEO of BluePrint Wealth [...]

Understanding ERISA with David Donaldson http://lifeblood.live/wp-content/uploads/2021/08/David_Donaldson_FINAL.mp3 Understanding ERISA with David Donaldson On this show, we talked about the importance and challenges of being in compliance with ERISA in regard to retirement with David Donaldson, CEO of ERISA Smart and a former Senior Investigator with the Department of Labor’s Employee Benefit [...]

Debt Isn’t Forever with Jackie Beck http://lifeblood.live/wp-content/uploads/2021/08/Jackie_beck_FINAL.mp3 Debt Isn’t Forever with Jackie Beck On this show, we talked about the mindset, habits and strategies for anyone to get out of debt, no matter how much debt you have, with debt freedom expert, Jackie Beck. Listen to find out why and [...]

Teaching Kids About Money with Sam Renick http://lifeblood.live/wp-content/uploads/2021/08/Sam_Renick_FINAL.mp3 Teaching Kids About Money with Sam Renick On this show, we talked practical techniques and methods for talking with kids about money in order to help them form positive habits with Sam Renick, the Founder of Dream Big Financial Literacy Initiatives at SammyRabbit.com. [...]

Personal Profitability with Eric Rosenberg http://lifeblood.live/wp-content/uploads/2021/08/Eric_Rosenberg_FINAL.mp3 Personal Profitability with Eric Rosenberg On this show, we talked side hustling to self-employment with Eric Rosenberg, from PersonalProfitability.com. Listen to find out why Eric thinks it’s so important for you to have multiple streams of income, how TV is killing your productivity and [...]

Stages of Your Financial Life with Michael Angelucci http://lifeblood.live/wp-content/uploads/2021/08/Michael_Angelucci_FINAL.mp3 Stages of Your Financial Life with Michael Angelucci On this show, we talked about what it means to be an independent, fee only advisor, planning for the three stages of your financial life and all that goes into a successful retirement [...]

Building Wealth Through Cash Management with John Buerger http://lifeblood.live/wp-content/uploads/2021/08/John_Buerger_FINAL.mp3 Building Wealth Through Cash Management with John Buerger On this show, we talked tracking spending habits, keeping planning simple and fun, the role our subconscious brains play and the importance of habits with John Buerger CFP® of Altus Wealth. Listen to [...]

529 College Savings Plans with Katie Flynn http://lifeblood.live/wp-content/uploads/2021/08/Katie_Flynn_Final.mp3 529 College Savings Plans with Katie Flynn On this show, we talked about saving for college with Katie Flynn, the Director of Content at SavingForCollege.com. Listen to learn about the different accounts available, their tax treatment, how the recent tax law change [...]

Taxation of Retirement Income with Rodney Brooks http://lifeblood.live/wp-content/uploads/2021/08/Rodney_Brooks_FINAL.mp3 Taxation of Retirement Income with Rodney Brooks On this show, we talked about things people forget to plan for in retirement  with Rodney Brooks, writer and columnist with The Washington Post, US News and World Report, the Undefeated, Next Avenue, Black Enterprise [...]