Logo

    Financial Planning

    Explore "Financial Planning" with insightful episodes like "EP56: Redefining Financial Strategies for DINKS and SINKS", "EP55: Financial Planning for a New Year", "#711: Andrew Rosener — Becoming The Hokkaido Scallop King, Leasing Blue Chip URLs, Life Tenets from Charlie Tuna, Selling 8-Figure Domains, and More", "EP54: Planning Beyond Life Expectancy" and "EP53: Preparing to Retire" from podcasts like ""Ask The Planman", "Ask The Planman", "The Tim Ferriss Show", "Ask The Planman" and "Ask The Planman"" and more!

    Episodes (100)

    EP56: Redefining Financial Strategies for DINKS and SINKS

    EP56: Redefining Financial Strategies for DINKS and SINKS

    Whether you're a DINK, SINK, or simply interested in alternative approaches to retirement and asset management, this episode provides insights into making the most of your financial situation with an eye towards a comfortable and engaging retirement.

    Join us as we address retirement planning with a focus on the pet care responsibilities and ensuring a fulfilling lifestyle in the absence of children. We also highlight innovative living options for retirees, such as the growing trend of spending golden years aboard cruise ships and the advantages of Community Care Retirement Centers (CCRCs) for their tiered care and vibrant communities.

    Follow me on 👇
    Instagram: @asktheplanman
    Facebook: Ask the Planman

    ✅“When you need some advice, always get it right, Come Ask the Planman!”✅

    Contact Bruce!
    info@asktheplanman.com
    Call us at 1-844-Planman
    Text PLANMAN to (321) 421-5213
    www.asktheplanman.com
    planman.tv

    EP55: Financial Planning for a New Year

    EP55: Financial Planning for a New Year

    As the clock ticks away, your investment strategy should be as dynamic as the years you've lived. With a new year here, let's chat about the best ways to maximize your investments and plan for your financial future.

    Age is more than just a number when it comes to your assets; we dissect the traditional wisdom of equity-to-bond transitions as you journey from the 30s to the 50s. Remember, it's not just about dodging financial pitfalls—it's about leaping towards growth opportunities that await in the long term. 

    Follow me on 👇
    Instagram: @asktheplanman
    Facebook: Ask the Planman

    ✅“When you need some advice, always get it right, Come Ask the Planman!”✅

    Contact Bruce!
    info@asktheplanman.com
    Call us at 1-844-Planman
    Text PLANMAN to (321) 421-5213
    www.asktheplanman.com
    planman.tv

    #711: Andrew Rosener — Becoming The Hokkaido Scallop King, Leasing Blue Chip URLs, Life Tenets from Charlie Tuna, Selling 8-Figure Domains, and More

    #711: Andrew Rosener — Becoming The Hokkaido Scallop King, Leasing Blue Chip URLs, Life Tenets from Charlie Tuna, Selling 8-Figure Domains, and More

    Brought to you by AG1 all-in-one nutritional supplement, GiveWell.org charity research and effective giving, Eight Sleep’s Pod Cover sleeping solution for dynamic cooling and heating.

    Andrew Rosener (@andrewrosener) is the founder and CEO of MediaOptions, which has been the #1 domain broker in the world for the last six consecutive years. Since 2008, Andrew has been involved in more than $600 million dollars in domain sales and has played a pivotal role in numerous high-profile domain-name transactions, including X.com to Elon Musk, Zoom.com to Zoom, and Prime.com and Podcast.com to Amazon, as well as thousands of others. 

    Andrew is an inductee of the Domain Name Hall of Fame; he was named Domain Investor of the Year by TRAFFIC; and he is the creator of the Rosener Equation, a formula for objectively valuing domain names, widely adopted by the industry.

    Andrew is also the owner of DomainSherpa.com, the industry’s leading educational podcast. 

    Please enjoy!

    *

    This episode is brought to you by AG1! I get asked all the time, “If you could use only one supplement, what would it be?” My answer is usually AG1, my all-in-one nutritional insurance. I recommended it in The 4-Hour Body in 2010 and did not get paid to do so. I do my best with nutrient-dense meals, of course, but AG1 further covers my bases with vitamins, minerals, and whole-food-sourced micronutrients that support gut health and the immune system. 

    Right now, you’ll get a 1-year supply of Vitamin D free with your first subscription purchase—a vital nutrient for a strong immune system and strong bones. Visit DrinkAG1.com/Tim to claim this special offer today and receive your 1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase! That’s up to a one-year supply of Vitamin D as added value when you try their delicious and comprehensive daily, foundational nutrition supplement that supports whole-body health.

    *

    This episode is also brought to you by GiveWell.org! For over ten years, GiveWell.org  has helped donors find the charities and projects that save and improve lives most per dollar. GiveWell spends over 30,000 hours each year researching charitable organizations and only recommends a few of the highest-impact, evidence-backed charities they’ve found. In total, more than 100,000 people have used GiveWell to donate as effectively as possible.

    This year, support the charities that save and improve lives most, with GiveWellAny of my listeners who become new GiveWell donors will have their first donation matched up to $100 when you go to GiveWell.org and select “PODCAST” and “Tim Ferriss” at checkout.

    *

    This episode is also brought to you by Eight Sleep! Eight Sleep’s Pod Cover is the easiest and fastest way to sleep at the perfect temperature. It pairs dynamic cooling and heating with biometric tracking to offer the most advanced (and user-friendly) solution on the market. Simply add the Pod Cover to your current mattress and start sleeping as cool as 55°F or as hot as 110°F. It also splits your bed in half, so your partner can choose a totally different temperature.

    Conquer this winter season with the best in sleep tech and sleep at your perfect temperature. Many of my listeners in colder areas enjoy warming up their bed after a freezing day. Go to eightsleep.com/Tim and save $250 on the Pod Cover by Eight Sleep this winter. Eight Sleep currently ships within the USA, Canada, the UK, select countries in the EU, and Australia.

    *

    [07:06] Who is Charlie Tuna, and what are his tenets?

    [30:11] Presidential ham and the value of owning coveted domains.

    [34:35] Tess Diaz enters the picture.

    [39:25] A domain industry overview.

    [43:14] Domain investors vs. domain squatters.

    [46:21] Getting a late start in the game.

    [50:16] Brokering the sale of pizza.net.

    [56:50] Why relocate to Panama in the midst of building a business that needed to make $250 per day?

    [1:00:40] Leasing vs. buying a domain as a startup.

    [1:10:36] Leasing vs. selling a domain as a holder.

    [1:13:42] How important is securing your brand as a .com?

    [1:15:50] Negotiating equity in lieu of cash.

    [1:19:35] Are we in the early stages of a digital real estate boom?

    [1:22:03] Why did Andrew buy Fuckyourself.com?

    [1:25:29] Anger management.

    [1:31:18] Email management.

    [1:33:57] How will AI affect the domain industry and SEO business?

    [1:39:53] Alternative uses for domains.

    [1:48:35] Finding Andrew and his projects online.

    [1:49:28] Pursuit of happiness.

    [1:55:08] Avoiding attraction to unnecessary pain.

    [2:03:13] Three most important influences.

    [2:06:05] Parting thoughts.

    [2:08:15] Hunting bigger fish.

    *

    For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.

    For deals from sponsors of The Tim Ferriss Showplease visit tim.blog/podcast-sponsors

    Sign up for Tim’s email newsletter (5-Bullet Friday) at tim.blog/friday.

    For transcripts of episodes, go to tim.blog/transcripts.

    Discover Tim’s books: tim.blog/books.

    Follow Tim:

    Twittertwitter.com/tferriss 

    Instagraminstagram.com/timferriss

    YouTubeyoutube.com/timferriss

    Facebookfacebook.com/timferriss 

    LinkedIn: linkedin.com/in/timferriss

    Past guests on The Tim Ferriss Show include Jerry SeinfeldHugh JackmanDr. Jane GoodallLeBron JamesKevin HartDoris Kearns GoodwinJamie FoxxMatthew McConaugheyEsther PerelElizabeth GilbertTerry CrewsSiaYuval Noah HarariMalcolm GladwellMadeleine AlbrightCheryl StrayedJim CollinsMary Karr, Maria PopovaSam HarrisMichael PhelpsBob IgerEdward NortonArnold SchwarzeneggerNeil StraussKen BurnsMaria SharapovaMarc AndreessenNeil GaimanNeil de Grasse TysonJocko WillinkDaniel EkKelly SlaterDr. Peter AttiaSeth GodinHoward MarksDr. Brené BrownEric SchmidtMichael LewisJoe GebbiaMichael PollanDr. Jordan PetersonVince VaughnBrian KoppelmanRamit SethiDax ShepardTony RobbinsJim DethmerDan HarrisRay DalioNaval RavikantVitalik ButerinElizabeth LesserAmanda PalmerKatie HaunSir Richard BransonChuck PalahniukArianna HuffingtonReid HoffmanBill BurrWhitney CummingsRick RubinDr. Vivek MurthyDarren AronofskyMargaret AtwoodMark ZuckerbergPeter ThielDr. Gabor MatéAnne LamottSarah SilvermanDr. Andrew Huberman, and many more.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    EP54: Planning Beyond Life Expectancy

    EP54: Planning Beyond Life Expectancy

    In this episode, we tackle the greatest fear most retirees have - running out of money. We explore the importance of a solid financial plan to alleviate this and provide solutions for when expenses exceed income in retirement.

    Follow me on :point_down:
    Instagram: @asktheplanman
    Facebook: Ask the Planman

    :white_check_mark:“When you need some advice, always get it right, Come Ask the Planman!”:white_check_mark:

    Contact Bruce!
    info@asktheplanman.com
    Call us at 1-844-Planman
    Text PLANMAN to (321) 421-5213
    www.asktheplanman.com
    planman.tv

    EP53: Preparing to Retire

    EP53: Preparing to Retire

    Are you truly ready for retirement, or is it just a distant dream? Unpack the ins and out of retirement planning with Ask The Planman host, Bruce Weinstein. Pulling from his years of experience in assisting clients prepare for their golden years, Bruce is breaking down the importance of identifying retirement goals, preparing a budget, and making informed decisions on pensions and health insurance. In this episode, we'll be sharing real-life case studies, providing insight and tips on navigating retirement planning.

    Follow me on :point_down:
    Instagram: @asktheplanman
    Facebook: Ask the Planman

    :white_check_mark:“When you need some advice, always get it right, Come Ask the Planman!”:white_check_mark:

    Contact Bruce!
    info@asktheplanman.com
    Call us at 1-844-Planman
    Text PLANMAN to (321) 421-5213
    www.asktheplanman.com
    planman.tv

    EP52: What is Premium Financing?

    EP52: What is Premium Financing?

    Get ready to unlock a whole new dimension of financial planning with our special guest, Mel Lieber, a seasoned premium finance specialist. In this episode, we'll be diving into the world of premium financing in life insurance, where you'll walk away understanding how to leverage a unique strategy for your estate taxes and retirement planning needs. We'll dissect various premium financing strategies, their working principles, and how they can help you stretch your assets further - think of it like getting a mortgage for your house.

    Follow me on :point_down:
    Instagram: @asktheplanman
    Facebook: Ask the Planman

    :white_check_mark:“When you need some advice, always get it right, Come Ask the Planman!”:white_check_mark:

    Contact Bruce!
    info@asktheplanman.com
    Call us at 1-844-Planman
    Text PLANMAN to (321) 421-5213
    www.asktheplanman.com
    planman.tv

    Contact Mel!
    www.financedpremiums.com
    www.linkedin.com/in/mel-lieber

    CHAPTERS:
    (00:00) - Understanding Premium Financing in Life Insurance
    (06:52) - Financing and Collateral in Life Insurance
    (18:00) - Premium Financing for High Earners
    (33:53) - Premium Financing and Estate Planning

    How To Get RICH And Die with ZERO REGRETS! (The Multi-Millionaire Secrets NO ONE Shares!) | Bill Perkins

    How To Get RICH And Die with ZERO REGRETS! (The Multi-Millionaire Secrets NO ONE Shares!) | Bill Perkins

    Today Lewis sits down with finance titan and entrepreneur Bill Perkins, delving into the secrets of achieving financial wealth while living a life with zero regrets. Perkins, a renowned figure in the energy trading industry and the author of "Die with Zero," shares his unique insights on balancing wealth accumulation with living life to the fullest. His remarkable journey from a New York City limo driver to a multi-faceted entrepreneur and philanthropist underscores the theme of making strategic life choices for financial and personal fulfillment.

    Buy his book, Die with Zero.

    In this episode you will learn

    • How to balance enjoying life now while planning for a financially secure future, embracing Perkins' concept of "finite time and infinite money."
    • Strategies for making better financial decisions, drawing on Perkins' advice that "life is a series of choices."
    • The importance of not deferring life experiences for an uncertain retirement, challenging traditional saving norms.
    • Approaches to overcome common misconceptions about retirement savings that hinder financial freedom.
    • Ways to diversify income sources and embrace calculated risks for greater financial success.

    For more information go to www.lewishowes.com/1529

    For more Greatness text PODCAST to +1 (614) 350-3960

    Want more episodes like this one?

    Alex Hormozi: https://link.chtbl.com/1522-pod

    Jenna Kutcher: https://link.chtbl.com/1271-pod

    Rory Vaden: https://link.chtbl.com/1148-pod

    EP51. The Money Dating Game with Lisa Drennon

    EP51. The Money Dating Game with Lisa Drennon

    Tune in as Lisa Drennon, a wealth activator with over three decades of experience in the finance and insurance industry, shares her unconventional yet highly effective Money Multiplier System.

    After retiring early, Lisa is on a mission to help a million women become millionaires. She enlightens us on how to make finances fun by integrating the concept of saving, giving, and spending wisely into our lives. From discussing how to manage cash flow to sharing valuable tips on maintaining separate personal and business funds, Lisa offers insights that are sure to revamp your financial management strategy. 

    Follow me on 👇
    Instagram: @asktheplanman
    Facebook: Ask the Planman ✅

    “When you need some advice, always get it right, Come Ask the Planman!”✅

    Contact Bruce!
    info@asktheplanman.com
    Call us at 1-844-Planman
    Text PLANMAN to (321) 421-5213
    www.asktheplanman.com
    planman.tv 

    Contact Lisa!
    www.idatemoney.com
    www.lisadrennon.com 

    Thriving Amidst Challenges: The Remarkable Business Pivot of Cleverchefs and Epic Caterers with CEO, Nick Collins

    Thriving Amidst Challenges: The Remarkable Business Pivot of Cleverchefs and Epic Caterers with CEO, Nick Collins

    Ever wondered how a business can pivot and flourish despite a global pandemic? Our guest, Nick Collins, CEO of Cleverchefs and Epic Caterers, shows us exactly how it's done. From starting with a month's pay to running a business with over 600 staff members, Nick's journey is an inspiring tale of consistency, adaptability, and sheer determination.

    Nick reveals how his catering business faced the biggest challenge when COVID hit. But did it stop him? No. Instead, he transformed it into an opportunity to create a new division in his business that not only increased sales but clinched several contracts. His nimble adaptability allowed his business to thrive, even as he and his team delivered over 800 orders on VE day. Prepare to be amazed by his remarkable story of resilience and innovation.

    But running a successful business isn't just about the numbers. It's also about the balance between work and personal life. Listen in as Nick shares valuable insights on time management and the importance of taking breaks. He talks candidly about his ambitious goal to build a £50 million pound company in the next four years. With an unwavering focus on continual learning and development, Nick Collins' intriguing journey in the hospitality industry is a testament to his passion and dedication. Join us for an engrossing conversation that promises a wealth of insights for business owners and food enthusiasts alike.

    Free budgeting spreadsheet below.

    Stay well, stay motivated and most of all stay educated.

    https://www.sanfp.co.uk/

    Recording Equipment

    📘 Our Book

    🎙 Podfollow

    Also want to see how you'd score on our mortgage preparedness questionnaire click here

    🏠 The mortgage Course

    📰 Budgeting Spreadsheet

    I hope you guys enjoy this podcast and find it helpful. If you love this podcast, please be sure to check out our videos on our youtube channel. Please make sure to like and subscribe to our channel for more videos and ring the notification bell 🔔 so you can be notified of all future content. Don’t forget to share with your friends and family. I would love to hear your opinions, so comment down below. Thank you for watching.

    👉Subscribe Here

    Suggested Videos:
    ✅ Work Place Pension:
    Link: https://youtu.be/ojizsp5YfuQ

    ✅ Priorities, Pension Or Amazon:
    Link: https://youtu.be/07muaDOcBW8

    ✅ The Importance Of Pensions:
    ...

    From NCAA to Premier League: A Football Journey with Trystan Bevan

    From NCAA to Premier League: A Football Journey with Trystan Bevan

    Join us on this exciting journey as we sit down with Trystan, an intriguing guest with unique experiences from one of the biggest American football colleges, Michigan State. His captivating stories about the NCAA sports system and his personal experiences on a boat are sure to keep you hooked. We've got you covered with conversations ranging from the world's wealthiest cities to the views of Aberdeen's chief executive on pensions, all leading up to an immersive discussion about the electrifying atmosphere of a college football game.

    We then take a deep dive into the world of football, exploring the Financial Fair Play Awards and their impact on champions league, premiership and premier league teams. Learn about the challenges these teams face with Covid, salary caps and other financial regulations. We also explore how the Premier League contributes a whopping 8 billion to the economy and supports 100,000 jobs. Round this up with a closer look at how summer transfers and championship playoffs affect local economies.

    As we reach the final part of our chat, we shine a light on the concept of a high performer, dissecting what it takes to excel in any field, be it sports or otherwise. Our discussion takes us through the changing culture in sports, the attention span of fans, and the influence of a team's success on young athletes. And, as an additional treat, we delve into the pivotal role of understanding your audience and how viewing habits are changing in the sports world. So, sit back and enjoy this enlightening conversation, full of insights and stories you won't want to miss!

    Free budgeting spreadsheet below.

    Stay well, stay motivated and most of all stay educated.

    https://www.sanfp.co.uk/

    Recording Equipment

    📘 Our Book

    🎙 Podfollow

    Also want to see how you'd score on our mortgage preparedness questionnaire click here

    🏠 The mortgage Course

    📰 Budgeting Spreadsheet

    I hope you guys enjoy this podcast and find it helpful. If you love this podcast, please be sure to check out our videos on our youtube channel. Please make sure to like and subscribe to our channel for more videos and ring the notification bell 🔔 so you can be notified of all future content. Don’t forget to share with your friends and family. I would love to hear your opinions, so comment down below. Thank you for watching.

    👉Subscribe Here

    Suggested Videos:
    ✅ Work Place Pension:
    Link: https://youtu.be/ojizsp5YfuQ

    ✅ Priorities, Pension Or Amazon:
    Link: https://youtu.be/07muaDOcBW8

    ✅ The Importance Of Pensions:
    ...

    Demystifying The Mortgage Market: From New Speed Limits in Wales to Interest Rates and Self-Employed Mortgages

    Demystifying The Mortgage Market: From New Speed Limits in Wales to Interest Rates and Self-Employed Mortgages

    Embark on a journey to demystify the complex terrain of the mortgage market while getting up to speed on the new 20 mph limits in Wales. We delve into the potential ramifications of these speed limits on electric vehicles and public transportation, not overlooking the Bank of England's recent interest rate bump and its implications on inflation. Amidst this, we examine an unsettling trend - individuals resorting to loans for bill payments rather than for luxury purchases. 

    In the latter half of our discussion, we focus our attention on the world of self-employed mortgages, underlining the necessity of thorough due diligence and the significance of experienced mortgage brokers. Navigate through the murky waters of agreement gray areas involving buyers, financial advisors, and estate agents. Uncover possible motivations behind estate agents pushing their own financial advisors and solicitors, and how to tackle scenarios when attractive rates surface online. Stay tuned for our next episode for a deeper exploration of the mortgage market's labyrinthine pathways.

    Free budgeting spreadsheet below.

    Stay well, stay motivated and most of all stay educated.

    https://www.sanfp.co.uk/

    Recording Equipment

    📘 Our Book

    🎙 Podfollow

    Also want to see how you'd score on our mortgage preparedness questionnaire click here

    🏠 The mortgage Course

    📰 Budgeting Spreadsheet

    I hope you guys enjoy this podcast and find it helpful. If you love this podcast, please be sure to check out our videos on our youtube channel. Please make sure to like and subscribe to our channel for more videos and ring the notification bell 🔔 so you can be notified of all future content. Don’t forget to share with your friends and family. I would love to hear your opinions, so comment down below. Thank you for watching.

    👉Subscribe Here

    Suggested Videos:
    ✅ Work Place Pension:
    Link: https://youtu.be/ojizsp5YfuQ

    ✅ Priorities, Pension Or Amazon:
    Link: https://youtu.be/07muaDOcBW8

    ✅ The Importance Of Pensions:
    ...

    EP49: Unlocking Your Power and Potential: Our Trash From Our Past

    EP49: Unlocking Your Power and Potential: Our Trash From Our Past

    Join Bruce M. Weinstein as he hosts a captivating conversation with guest Brian Bogart in this episode of Ask the Planman. Together, they explore the significance of unpacking childhood experiences and their long term effects on adulthood. Brian, an expert in risk management and employee benefits consulting, shares his insights on guiding individuals through personal and financial challenges. Surprisingly interconnected, Bruce highlights how addressing baggage directly impacts life planning, including insurance and financial decisions. Listen in to gain an understanding of how our past shapes our present lives and discover effective strategies for overcoming these obstacles.

    Follow me on 👇

    Instagram: @asktheplanman

    Facebook: Ask the Planman

    ✅“When you need some advice, always get it right, Come Ask the Planman!”✅

     

    Contact Bruce! 

    info@asktheplanman.com

    Call us at 1-844-Planman

    Text PLANMAN to (321) 421-5213

    www.asktheplanman.com planman.tv

     

    Contact Brian Bogert!

    https://brianbogert.com/contact/

    info@brianbogert.com

    Decoding the Wealth of Corporate Giants and the Challenges of Fitness

    Decoding the Wealth of Corporate Giants and the Challenges of Fitness

    Ready to unravel the enigma of corporate giants and their colossal market values? Get ready to unravel the mystery as we look at gatekeepers like McDonald's, Amazon, and Apple, and their unfathomable financial worth. We dissect their massive market values and take a peek at the whopping paychecks of their CEOs. And it's not all about the Benjamins as we transition into the fitness realm and dissect the ups and downs of bodyweight exercises. 

    Ever wondered about the ripple effects of those 'easy' online returns on businesses? Or curious about the evolution of fuel products and the true value of your favorite Ready-To-Drink beverage? As we navigate the labyrinth of cash flow and returns, we also dive into the murky waters of pension complaints. And as we close out, we tackle the ever-present challenge of maintaining a healthy diet while on vacation. From the irresistible allure of buffets to the bitter reality of going up a clothing size, we explore it all. Prepare to be enlightened and possibly entertained as we journey through finance, fitness, and everything in between.

    Free budgeting spreadsheet below.

    Stay well, stay motivated and most of all stay educated.

    https://www.sanfp.co.uk/

    Recording Equipment

    📘 Our Book

    🎙 Podfollow

    Also want to see how you'd score on our mortgage preparedness questionnaire click here

    🏠 The mortgage Course

    📰 Budgeting Spreadsheet

    I hope you guys enjoy this podcast and find it helpful. If you love this podcast, please be sure to check out our videos on our youtube channel. Please make sure to like and subscribe to our channel for more videos and ring the notification bell 🔔 so you can be notified of all future content. Don’t forget to share with your friends and family. I would love to hear your opinions, so comment down below. Thank you for watching.

    👉Subscribe Here

    Suggested Videos:
    ✅ Work Place Pension:
    Link: https://youtu.be/ojizsp5YfuQ

    ✅ Priorities, Pension Or Amazon:
    Link: https://youtu.be/07muaDOcBW8

    ✅ The Importance Of Pensions:
    ...

    Exposing Instagram Earnings, Tackling Investment Risks, and Challenging Consumption Habits

    Exposing Instagram Earnings, Tackling Investment Risks, and Challenging Consumption Habits

    What if you could earn millions with a single post on Instagram? Picture yourself having the influence of Ronaldo or Justin Bieber, with hundreds of millions of followers hanging on your every word. We're pulling back the curtain on the astonishing earnings of Instagram's biggest names and exploring the impact of star football players on brand perception and ticket sales. Ready to find out what it takes to be a world champion? Stick around for some valuable tips.

    Picture this: you're offered a chance to invest in something - a sports team, a digital currency, an esoteric market - but you know nothing about it. Would you take the risk? We're diving deep into the complex world of investments, illustrating the potential dangers of cash investing, and discussing the volatility of bitcoin. We also delve into the world of Non-Fungible Tokens, shedding light on the perils of uninformed investments. Don't miss our practical insights on mitigating risk and maximizing your ROI.

    Have you ever stopped to consider how much you really spend on coffee or other little luxuries? We're challenging your mindset on consumption habits, questioning the necessity versus the want for these purchases. As we wrap up, we'll expose the pitfalls of Black Friday sales and help you outsmart the hype to ensure you're getting the best deal. It's time to be more mindful of your consumption habits - after all, every penny saved is a penny earned.

    Free budgeting spreadsheet below.

    Stay well, stay motivated and most of all stay educated.

    https://www.sanfp.co.uk/

    Recording Equipment

    📘 Our Book

    🎙 Podfollow

    Also want to see how you'd score on our mortgage preparedness questionnaire click here

    🏠 The mortgage Course

    📰 Budgeting Spreadsheet

    I hope you guys enjoy this podcast and find it helpful. If you love this podcast, please be sure to check out our videos on our youtube channel. Please make sure to like and subscribe to our channel for more videos and ring the notification bell 🔔 so you can be notified of all future content. Don

    Free budgeting spreadsheet below.

    Stay well, stay motivated and most of all stay educated.

    https://www.sanfp.co.uk/

    Recording Equipment

    📘 Our Book

    🎙 Podfollow

    Also want to see how you'd score on our mortgage preparedness questionnaire click here

    🏠 The mortgage Course

    📰 Budgeting Spreadsheet

    I hope you guys enjoy this podcast and find it helpful. If you love this podcast, please be sure to check out our videos on our youtube channel. Please make sure to like and subscribe to our channel for more videos and ring the notification bell 🔔 so you can be notified of all future content. Don’t forget to share with your friends and family. I would love to hear your opinions, so comment down below. Thank you for watching.

    👉Subscribe Here

    Suggested Videos:
    ✅ Work Place Pension:
    Link: https://youtu.be/ojizsp5YfuQ

    ✅ Priorities, Pension Or Amazon:
    Link: https://youtu.be/07muaDOcBW8

    ✅ The Importance Of Pensions:
    ...

    From Worthiness to Wealth: Expert Advice for Tough Financial Times EP 1479

    From Worthiness to Wealth: Expert Advice for Tough Financial Times EP 1479

    The Summit of Greatness is back! Buy your tickets today – summitofgreatness.com – 

    Rachel Rodgers is the founder of Hello Seven, a multi-million dollar company that teaches you how to earn more money and build wealth. In this episode, we discuss how to feel worthy if you’re going through a difficult financial situation, how everyone can become a millionaire and the fastest way to do it, why it’s so difficult for people to be transparent about money.

    Ray Dalio is the Founder, Co-Chairman, and Co-Chief Investment Officer of Bridgewater Associates, the fifth most important private company in the U.S., according to Fortune magazine. Forbes named him the 69th richest person in the world, and he has been called the “Steve Jobs of Investing” by Wired magazine, and named one of the top 100 Most Influential People by TIME magazine. 

    Chris Hogan is a best-selling author and America’s leading voice on retirement, investing, and building wealth. His goal is to help as many people as possible avoid financial traps and set their families up for the future. For more than a decade Chris has served at Ramsey Solutions and spreads a message of hope to audiences across the country. 

    Grant Cardone is the author of eight business books, thirteen business programs, and is the CEO of seven privately held companies. Forbes calls him one of the top social media business influencers in the world. Seriously, this guy knows how to maximize growth and success.

    In this episode you will learn,

    • How to feel worthy if you’re going through a difficult financial situation.
    • How everyone can become a millionaire and the fastest way to do it.
    • Why it’s so difficult for people to be transparent about money.
    • The most important conversations to have around money.
    • The 3 things to know to develop a millionaire mindset.

    For more information go to www.lewishowes.com/1479

    For more Greatness text PODCAST to +1 (614) 350-3960

    Rachel Rodgers full episode: https://link.chtbl.com/1184-pod

    Ray Dalio’s full episode: https://link.chtbl.com/1266-pod

    Chris Hogan’s full episode: https://lewishowes.com/podcast/become-an-everyday-millionaire-with-chris-hogan/

    Grant Cardone’s full episode: 

    https://link.chtbl.com/1439-pod

    EP47: The Law of Increase; How Altruism and Service Can Result in Achievement

    EP47: The Law of Increase; How Altruism and Service Can Result in Achievement

    Ladies and gentlemen, prepare yourselves for an extraordinary episode of Ask the Planman! Today's remarkable guest is none other than Steve Ramona, host extraordinaire behind "Doing Business with a Servants' Heart." Graciously sharing his invaluable insights, Steve reveals the secret behind his shining success while emphasizing the indispensability of establishing genuine connections and extending support to others. Brace yourselves as he pours out his contagious passion for the ‘law of increase' - a belief that has played a monumental role in propelling his podcast to unparalleled heights. Witness firsthand as Steve humbly narrates heartfelt stories of triumphing over daunting challenges and altruistically serving others in need. Join us without delay to embark on a transformative journey through Steve's entrepreneurship while simultaneously enriching your financial knowledge along the way.

    Follow me on 👇

    Instagram: @asktheplanman

    Facebook: Ask the Planman

    ✅“When you need some advice, always get it right, Come Ask the Planman!”✅

     

    Contact Bruce! 

    info@asktheplanman.com

    Call us at 1-844-Planman

    Text PLANMAN to (321) 421-5213

    www.asktheplanman.com planman.tv

     

    Contact Steve Ramona!

    https://inphone.co/sr1

    stever1961@gmail.com

     

    EP 46: Plan for the Future, while we LIVE in the Now!

    EP 46: Plan for the Future, while we LIVE in the Now!

    In this insightful episode of Ask the Planman, host Bruce Weinstein is joined by Jim Morris – a respected realtor with expertise in public speaking and owner of an innovative event company based in Nashville. In their engaging discussion, Jim highlights the importance of balancing future plans with living in the present moment. He underlines the significance of maintaining a resilient mindset and setting realistic goals that we can strive towards. Alongside accountability and clarity in our direction, fostering meaningful relationships serves as an essential ingredient for success in various aspects, including health management, marriage dynamics, parenting strategies, social interactions, as well as wealth creation endeavors. To glean significant advice on securing a prosperous future through proactive measures today, make sure to listen to this episode.

    Listen our previous episode: "EP 45: The Weed Killer" 

     

    Follow me on 👇 

    Instagram: @asktheplanman

    Facebook: Ask the Planman

     

    ✅“When you need some advice, always get it right, Come Ask the Planman!”✅

    Contact Bruce!

    info@asktheplanman.com

    Call us at 1-844-Planman

    Text PLANMAN to (321) 421-5213

    www.asktheplanman.com planman.tv

     

    Contact Jim! 

    615-753-1440

    Jim@JimMorrisRealEstate.com

     

    #financialplanning #insurance #weinsteinwealth

    Episode 202 - How Are You Listening?

    Episode 202 - How Are You Listening?

    In this episode, Ryan and Alex discuss how you listen. 

    The beer of the day is Cascade Highway IPA from Big Block Brewery in Washington. If you would like to learn more about this beer, please visit their website https://www.bigblockbrewery.com/

    If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net

     

    EP43 - Building Relationships

    EP43 - Building Relationships
    What do you do when Chaos ensues? Can you zig when everyone else zags? What are the three questions everyone in sales needs to answer? Are you leaving your clients "better off" then where you found them? Why is building relationships so vital to your business?

     
    Follow me on 👇
    Instagram: @asktheplanman
    Facebook: Ask the Planman
     
    ✅“When you need some advice, always get it right, Come Ask the Planman!”✅
     
    Contact Bruce!
    Call us at 1-844-Planman
    Text PLANMAN to (321) 421-5213
     
    Contact Greg!
    770-403-2755
    #financialplanning #insurance #weinsteinwealth

    HDFC Investverse | Balancing Your Work, Finances, and Hobbies

    HDFC Investverse | Balancing Your Work, Finances, and Hobbies

    Do you wish to buy a new car? Or build the house of your dreams? But don’t know how to plan for your goals financially. Well, worry no more we got you. 

    In today’s episode of Investverse, an investor education initiative by HDFC MF, Anupam will be in conversation with Utsav Mamoria, a consumer insights expert, traveler, and host of the podcast Postcards From Nowhere. 

     In this episode, we will cover everything from equity investment to the importance of setting long-term and short-term goals, and so much more.

    Follow HDFC MF on all platforms -
    HDFC Mutual Fund (@hdfcmf) • Instagram photos and videos
    (29) HDFC Mutual Fund: Overview | LinkedIn
    HDFC Mutual Fund (@hdfcmf) / Twitter

    Follow Utsav Mamoria on all platforms -

    Postcards from Nowhere (@whywetravel42) • Instagram photos and videos
    (17) Utsav Mamoria | LinkedIn
    Utsav Mamoria (@utsavmamoria) / Twitter

    Follow our host Anupam Gupta on all platforms 
    Anupam Gupta (@b_50) • Instagram photos and videos
    Anupam Gupta (@b50) / Twitter
    (1) Anupam Gupta | LinkedIn

    You can check out this show on the IVM Podcasts website and app, or wherever else you get your podcasts from

    -----------------------------------------------------------------

    This is an Investor Education Initiative by HDFC Mutual Fund

    For KYC, change of address, investor complaints redressal, etc. visit, https://www.hdfcfund.com/information/key-know-how

    Mutual Fund Investments are subject to market risks, read all scheme-related documents carefully.  

    See omnystudio.com/listener for privacy information.