Wealth Podcast Post

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Understanding Immigrant Culture with Nandita Das

admin September 13, 2021

Understanding Immigrant Culture with Nandita Das http://lifeblood.live/wp-content/uploads/2021/09/Nandita_Das_FINAL.mp3 Understanding Immigrant Culture with Nandita Das On this show, we talked about how culture impacts values, which impacts our allocation of resources and how to justify the cost of education with Nandita Das, CFP, CFA, RICP, EA, PhD, Founder and Owner of Das [...]
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Blockchain’s Future with Bryce Suzuki

admin September 13, 2021

Blockchain’s Future with Bryce Suzuki http://lifeblood.live/wp-content/uploads/2021/09/Bryce_Suzuki_FINAL.mp3 Blockchain’s Future with Bryce Suzuki On this show, we talked about the legal issues surrounding distributed ledger technology, the parties involved in its oversight, how it could impact you in the future and why you should educate yourself on it with Bryce Suzuki, Managing [...]
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Intention and Money with Ian Bloom

admin September 13, 2021

Intention and Money with Ian Bloom http://lifeblood.live/wp-content/uploads/2021/09/Ian_Bloom_FINAL.mp3 Intention and Money with Ian Bloom On this show, we talked about how to pursue what’s most important to you, successfully managing your cash flow and the necessity of being intentional in your actions with Ian Bloom, CFP, Owner of Open World Life [...]
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Deferred Sales Trusts with Brett Swarts

admin September 13, 2021

Deferred Sales Trusts with Brett Swarts http://lifeblood.live/wp-content/uploads/2021/09/Brett_Swarts_FINAL.mp3 Deferred Sales Trusts with Brett Swarts On this show, we talked about common strategies for handling taxes with real estate transactions, how a deferred sales trust works and who it’s a good fit for and who it’s not, with Brett Swarts, Founder of [...]
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Book Club with Bobbi Rebell

admin September 13, 2021

Book Club with Bobbi Rebell http://lifeblood.live/wp-content/uploads/2021/09/Book_Club_with_Bobbi_Rebell_FINAL.mp3 Book Club with Bobbi Rebell On this edition of the Book Club, Bobbi Rebell, CFP, host of the Financial Grownup podcast, co-host of Money with Friends and author talks about her book “How to Be a Financial Grownup: Proven Advice From High Achievers On [...]
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The Science of Hope with Libby Gill

admin September 13, 2021

The Science of Hope with Libby Gill http://lifeblood.live/wp-content/uploads/2021/09/Colin_Overweg_FINAL.mp3 The Science of Hope with Libby Gill On this show, we talked about goals based financial planning, balancing today’s needs with tomorrow’s wants and planning for different stages of your life with Colin Overweg, CFP and Founder of Advize Wealth.  Listen to [...]
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Retirement Risks with David Hays

admin September 13, 2021

Retirement Risks with David Hays http://lifeblood.live/wp-content/uploads/2021/09/David_Hays_FINAL.mp3 Retirement Risks with David Hays On this show, we talked about the major risks facing us in retirement, the good and bad aspects of annuities and why you should pay attention to tax rates with David Hays, Founder, President and Senior Consultant with Comprehensive [...]
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