Wealth Podcast Post

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Wealth Podcast Post

Low Return Environments with Jeff Porter

admin September 19, 2021

Low Return Environments with Jeff Porter http://lifeblood.live/wp-content/uploads/2021/09/Jeff_Porter_FINALau8hr.mp3 Low Return Environments with Jeff Porter On this show, we talked about how financial planning integrates with portfolio management, why the next 10 years could give us low interest rates, and how to invest in such an environment with Jeff Porter, CFA, CFP [...]
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Wealth Podcast Post

An Ounce of Prevention with Jeff Love

admin September 19, 2021

An Ounce of Prevention with Jeff Love http://lifeblood.live/wp-content/uploads/2021/09/Jeff_Love_FINAL6a7l1.mp3 An Ounce of Prevention with Jeff Love On this show, we talked about successful negotiations in today’s climate, the importance of being proactive with operating and partnership agreements, and the value of open and clear communications with Jeff Love, Partner at Gibbs [...]
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Understanding Annuities with Harry Stout

admin September 19, 2021

Understanding Annuities with Harry Stout http://lifeblood.live/wp-content/uploads/2021/09/Marilyn_Gist_FINAL6rdke.mp3 Understanding Annuities with Harry Stout On this show, we talked about the history of annuities, their pro's and con's, the various types, and why people add include them in their portfolios with Harry Stout, Founder and Author of the FinancialVerse.  Listen to learn what it [...]
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Reframe and Refocus with Andrew Rosen

admin September 19, 2021

Reframe and Refocus with Andrew Rosen http://lifeblood.live/wp-content/uploads/2021/09/Andrew_Rosen_FINALa18yn.mp3 Reframe and Refocus with Andrew Rosen On this show, we talked about the key elements of a successful financial plan, the questions to ask yourself to get to your core wants and desires, and how three years can be an effective time horizon [...]
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Wealth Podcast Post

Tax Relief with Ben Golden

admin September 19, 2021

Tax Relief with Ben Golden http://lifeblood.live/wp-content/uploads/2021/09/Ben_Golden_FINAL9wghy.mp3 Tax Relief with Ben Golden On this show, we talked about how COVID has impacted the IRS’s priorities, what to do if you owe money, and what the IRS can do to you if you don’t pay with Ben Golden, CEO of Golden Tax [...]
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Interpreting Data with John Johnson

admin September 19, 2021

Interpreting Data with John Johnson http://lifeblood.live/wp-content/uploads/2021/09/John_Johnson_FINALaa10t.mp3 Interpreting Data with John Johnson On this episode of Money Savage ENGAGE, we talked about the role bias and emotion play in interpreting data, how organizations can use data in order to make decisions regarding remote work, and how you can position yourself for [...]
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Beneficial Behaviors with Brian Barnes

admin September 19, 2021

Beneficial Behaviors with Brian Barnes http://lifeblood.live/wp-content/uploads/2021/09/Brian_Barnes_FINALbfpki.mp3 Beneficial Behaviors with Brian Barnes On this show, we talked about how fintech is improving financial outcomes, reducing costs and creating next level financial institutions  with Brian Barnes, Founder and CEO of M1 Finance, an intelligent personal finance platform.  Listen to learn how you can [...]
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Investing Overseas with Derren Joseph

admin September 19, 2021

Investing Overseas with Derren Joseph http://lifeblood.live/wp-content/uploads/2021/09/Derren_Joseph_FINAL7f3qg.mp3 Investing Overseas with Derren Joseph On this show, we talked about investing overseas, how COVID is reshaping perspective and business, how to think about risk and diversification, and managing expectations with Derren Joseph, EA, Partner with HTJ Tax, speaker and author.  Listen to learn what [...]