Money You Should Ask
278 episodes - English - Latest episode: 4 months ago - ★★★★★ - 67 ratingsMoney You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and their unique successes & challenges in life.
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Episodes
Living and Learning Abroad. Liza-Jean Miezejeski
January 03, 2023 21:57 - 30 minutes - 56.2 MBCollege can be a scary prospect, especially when it comes to budgeting for it. How much is tuition? How much should I save up each month? What can I live without? What other options do you have? These are all valid questions that require careful consideration. Have you ever considered living and studying abroad? Our next guest, Liza-Jean Miezejeski is an international student currently living in Brussels, Belgium, and grew up 4,000 miles away in a small town in Connecticut, USA. ...
Tactics of Influence and Persuasion. Ryan McNeill
December 27, 2022 20:08 - 34 minutes - 63.5 MBEpisode 224. Do you feel like you're constantly being marketed to? That's because you are. Big brands and corporations spend millions of dollars each year to influence your purchasing decisions. These tactics of influence and persuasion are all around us. And most consumers are not consciously aware of them. What can you do to protect yourself and your money? In this episode, marketing consultant Ryan McNeill shares some of the tactics used by brands to get us to buy their products and...
Building Generational Wealth. Lari Finance
December 20, 2022 19:56 - 36 minutes - 67.2 MBEpisode 223. Is your mindset about money passed down from generation to generation? Do you think your current money mindset was influenced by your ancestors? Researchers have recently found that a parent or guardian’s financial attitude can be inherited by their children, putting them at risk for life-long insecurity. So what can you do to break the cycle and give your children the best chance for a successful future? In this episode CEO, Investor and Money Coach, Lari Finance and I ta...
Creating a College Ready Plan. Shellee Howard
December 17, 2022 01:49 - 31 minutes - 57.7 MBEpisode 222. There is no way to sugarcoat it: getting a college degree is expensive. Between tuition, room and board, and other associated costs, the price of a higher education can be daunting. However, there are ways to make it more affordable. Scholarships, grants, and work-study programs can help lessen the financial burden. In this episode I talked with Shellee Howard, Founder of College Ready Plan where we discuss some strategies on affording college without taking on large stude...
Millionaire Teacher. Andrew Hallam
December 13, 2022 20:29 - 32 minutes - 58.8 MBMost people have one big passion in life. Something they love so much that they can't imagine not doing it. For many, this is their career. They pour everything they have into it and hope for the best. But what happens when your passion turns out to be financially unsustainable? You need to have a strategy in place for your financial well-being. This doesn't mean giving up on your passion but it does mean being realistic about the financial limitations. In this episode we explore how b...
Happiness is the Solution. Karyn Seitz
December 09, 2022 23:12 - 34 minutes - 62.9 MBEpisode 220: What if happiness was the solution to all of our money problems? It may sound too good to be true, but believe it or not, it's true. Money can't buy happiness, but happiness can solve all of our money woes. So how do we find happiness? That's a question that has been asked by philosophers and scientists for centuries, and there is no easy answer. But one thing is for sure: you have to find what makes you happy and focus on that. If you can do that, you'll be well on your way to ...
Investing Made Easy. Erik Smolinski
December 06, 2022 20:59 - 41 minutes - 75.5 MBEpisode 219: Let’s get one thing clear, I'm not a financial advisor, nor do I play one on TV. But I have been investing in the stock market for years - and I've learned a lot along the way. I remember the first time I ever invested, my heart was racing and my palms were sweaty. I had no idea what I was doing and I was scared that I was going to lose all of my money. Fast forward a few years and I've now become a bit more savvy when it comes to investing. And while I'm still not immune to the...
Financially Fit Kidz. Dr. Philip McAdoo
December 03, 2022 02:20 - 38 minutes - 71.1 MBEpisode 218: Financial education is an important life lesson that all children can benefit from. By teaching kids about money early on, they can develop good financial habits that will serve them well throughout their lives. There are many ways to teach children about money, and the best way to do it depends on the child's age and level of understanding. When I was a child, my parents didn’t have the tools to have conversations with my siblings and me about money and we didn’t receive ...
Financial Shame: You're Not Alone. Dr. Billy Hensley
November 29, 2022 19:57 - 36 minutes - 66.7 MBEpisode 217: NEFE in November. Part 5 Financial shame is one of the most debilitating and personal forms of pressure that an individual can feel. It can prevent people from making critical decisions about their financial future which leaves them feeling hopeless about their ability to ever improve their situation. While there are certainly personal choices that can contribute to financial shame, it's important to remember that there are also outside forces at play. For example, the way t...
Discrimination Within Financial Services. Chelsea Norton
November 25, 2022 22:40 - 33 minutes - 60.8 MBEpisode 216: NEFE in November. Part 4 Have you experienced bias, discrimination, or exclusion by or from organizations, institutions or individuals within the financial services sector? A recent NEFE poll found that minority households are more likely to experience discrimination or feel blocked from the financial sector. It could be having a loan declined or offered less favorable terms than white households. These are just some of the many ways that financial discrimination presents itse...
The Cost of People Pleasing. Jerry Fu
November 22, 2022 23:18 - 38 minutes - 70.8 MBEpisode 215: At certain times in our lives we seek approval from others. It's a basic human need. But what happens when we become too reliant on the approval of others to define our self-worth? We can start to lose sight of who we are and what we want in life. Often as we begin to blossom into our true selves, we encounter push back and conflict from other people from whom we are seeking approval. Advocating for ourselves and staying in connection with others are an important part of the jou...
K-12 Financial Education Mandates. Emma Donahue
November 18, 2022 22:37 - 31 minutes - 56.9 MBEpisode 214: NEFE in November. Part 3 A high school education is supposed to prepare students for the "real world." However, for many students, the reality is that they graduate without any real-world knowledge of personal finance. This is a problem because personal finance is one of the most important life skills that somebody can have. The COVID-19 pandemic has highlighted how many American adults live on the financial edge, and this has boosted ongoing efforts to make financial litera...
Zone of Excellence. Brenden Kumarasamy
November 15, 2022 21:18 - 37 minutes - 68.2 MBEpisode 213 To be an entrepreneur, you need to have the willingness to adapt and change rapidly. You need to wake up one moment with an idea for your business; then within seconds you're thinking about what steps to take in order make it happen- all while still maintaining a level head space so as not lose yourself or become distracted along the way. In this episode, entrepreneur and communications coach Brenden Kumaraswamy joins me to talk about the zone of excellence and the mindset re...
Access to Financial Education. Amy Marty Conrad
November 11, 2022 19:40 - 31 minutes - 56.8 MBEpisode 212: NEFE in November. Part 2. Have you had the opportunity to take financial education courses or training during school, at the workplace, one-on-one or in another setting? And did you take it? It's more important than ever to be financially aware. Fortunately, there are many opportunities to learn about personal finance, whether it's in school, at work, or even on your own. Taking advantage of opportunities that feel right for you, can set yourself up for future financial succ...
Master Your Mortgage. Brighton Gbarazia
November 08, 2022 19:34 - 49 minutes - 90 MBEpisode 211: Imagine how much easier buying a home would be if you knew exactly what lenders were looking for. Lenders take some significant factors into account when approving a mortgage. Knowledge is power, and understanding the mortgage approval process can give us that edge in our quest to find an ideal home at the right price and time. In this episode, Brighton Gbarazia offers a behind-the-scenes look into some of the key factors that banks and lenders won't tell you when applying for...
Financial Education in Schools. Dr. Billy Hensley
November 04, 2022 11:00 - 28 minutes - 51.9 MBEpisode 210: NEFE in November. Part 1. There's no question that personal finance can be a complex and often confusing topic. With so many different products, services, and terms to understand, it's no wonder that so many people feel overwhelmed when it comes to managing their money. Would a financial literacy course have helped you on your path? Do you think every teen should take a financial literacy course before graduation to help with foundational financial skill sets? The good new...
Financially Thriving. Walli Miller
November 01, 2022 17:53 - 40 minutes - 64.9 MBEpisode 209: Money is one of those taboo topics that many cultures are hesitant to talk about. But why is that? Why do we feel uncomfortable discussing something that is such an integral part of our lives? By understanding the cultural beliefs around money, we can learn to better manage our finances and build stronger financial futures. So, let's explore some of the different cultural attitudes towards money and see what we can learn from them! In this episode, I chatted with financial c...
Financial Fundamentals. Jenn Wolowich
October 25, 2022 22:25 - 32 minutes - 60 MBWhy is it that money can be so emotionally charged? One reason is that money often represents our worth and status in society. We may feel ashamed or embarrassed if we don't have enough money, or we may feel superior if we do. Additionally, money can be a source of stress because it's often unclear how we should use it. Should we save for the future or spend now? Is there such a thing as too much saved up? These are all questions that can lead to anxiety and stress. In this episode, wealth...
When Failure Isn't Failure. Giovanna Silvestre
October 18, 2022 20:18 - 35 minutes - 65.3 MBIn order to make a good impression on others, we might do things that don't always align with our values. We might pretend to be someone we're not or put up a facade to make ourselves look better. While these things might seem necessary in the moment, they can cost us in the long run. By compromising our values, we lose sight of who we are and what's important to us and invite a whole lot of unwanted stress into our lives. So instead of trying so hard to impress others, the focus should be...
To NFT or Not to NFT. Melissa DaSilva
October 11, 2022 20:57 - 26 minutes - 48.7 MBIs there a dream or goal you've put on the back burner, telling yourself you'll get to it "one day"? Maybe you're not sure how to go about making a change, or fear that you might not be successful. But what if I told you that delaying your dreams is actually costing you more than taking the leap? Trusting your desire to change direction in life is the first step on the path to making it happen. In this episode, I chat with transformational coach Melissa DaSilva LICSW. She was living a life...
Approach Money With Confidence. Mariah Raynor
October 04, 2022 19:48 - 29 minutes - 54.1 MBMoney matters can be a big a source of stress, but it doesn't have to be. You can make up your own rules around money and create a system that works for you. Fear, guilt, and other people's opinions about money, should not dictate how you deal with it. Only you can figure out what works best for you. So get creative and come up with a money strategy that makes you feel confident and happy! In this episode, I speak with Money Coach Mariah AKA Mariah Raynor. We talk about the why’s of our m...
Trust Yourself and Follow Your Passion. Adam McArthur
September 27, 2022 18:31 - 33 minutes - 60.8 MBHave you ever been told to “trust yourself”? It’s one of those vague pieces of advice that can be interpreted a million ways. Sometimes it feels like an impossible task, and other times it feels like a cliché we tell ourselves when we don’t know what else to do. In this episode, actor, voice over artist and entrepreneur Adam McArthur discusses what it means to trust yourself and follow your passion. Are they really the same thing? And if they are, how do we make them happen in our lives? W...
Start Ugly. Chris Krimitsos
September 20, 2022 19:20 - 34 minutes - 63.5 MBEpisode 203: You've got a great idea. It's something you're passionate about, and you can't wait to get started. But then doubt sets in. You start worrying that you're not good enough, that someone else has already done it better, or it costs too much and it's just not worth the effort. Before you know it, your idea is collecting dust, and you feel frustrated and stuck. Most successful people didn't become successful by waiting for the perfect opportunity or the perfect idea.They too...
Shining Light on Financial Literacy. Dr. Billy Hensley
September 13, 2022 11:00 - 30 minutes - 41.9 MBEpisode 202: It's no secret that the financial industry has an inclusion problem. Marginalized groups, including people of color, women, and the LGBTQIA+ communities, feel discouraged from engaging in financial services. This leaves them at a disadvantage in building wealth and achieving economic security. But there are organizations out there working to change this. They're providing access to financial education, statistics, and resources for marginalized communities and helping them overc...
Pay Attention Not Interest. Steve Stewart
September 06, 2022 11:00 - 30 minutes - 55.5 MBEpisode 201: When you're dealing with debt, it's easy to get caught up in the numbers. You're juggling creditors, working out a budget, and trying to find ways to make your money work for you. But it's important not to lose sight of the interest rate on your debt. That little number can creep up on you if you're not careful, and before you know it, you're paying out more each month than you bargained for. It's important to stay mindful of your debt interest rate so that you can keep yo...
Fun Money Moments. Part 2
August 30, 2022 11:00 - 27 minutes - 38.2 MBWelcome to another episode of Money You Should Ask Podcast. I'm your host, Bob Wheeler, and I am excited to bring you part 2 of our fun conversations about money and emotions. In celebration of our 200th episode, my team and I decided to go back in time to some fun financial moments where our guests and I got down to the nitty gritty aspects of money. In part one, we highlighted some fun money moments about creating abundance, money blocks and money stories. We ventured to places in life ...
Fun Money Moments - Part 1
August 23, 2022 20:32 - 28 minutes - 39.4 MBWelcome to the 200th episode of Money You Should Ask Podcast. I'm Bob Wheeler, your host, and I am excited to bring you another episode of fun conversations about money and emotions. In celebration of our 200th episode, my team and I decided to go back in time to some fun money moments where our guests and I got down to the nitty gritty aspects of money. We discuss everything from creating abundance, money blocks, money stories, and venture to places in life where money has made us laugh o...
The Conscious Vibe. Dr. Daryl L. Jones and Charles Mitchell
August 16, 2022 11:00 - 47 minutes - 86.8 MBAt work, we may feel the pressure to create an identity for ourselves that is different from who we really are. We want to be seen as successful, interesting, and put-together individuals. And if you're not white, you may need to create an identity that is digestible and comfortable for the predominate culture. You may feel pressured to hold back to portray a persona that isn't entirely authentic. It can be incredibly frustrating because it feels like being stuck in a constant cycle of prete...
Talking With Your Money. Dr. Joe Burns
August 09, 2022 19:04 - 37 minutes - 68.8 MBDo you talk with your money? It may sound crazy but it's one of the most important conversations you can have. Because if we're not on the same page as our money, things can get messy. In this episode, I'm talking with Dr. Joe Burns about creating a better relationship with our finances. We explore the power of language when working with our finances and the intricate way in which money and language interact. By learning to communicate effectively with our money, we can create lasting...
Survive and Thrive After Divorce. Kelli Calabrese
August 02, 2022 21:25 - 44 minutes - 80.8 MBMost people going through a divorce will tell you that it's one of the worst experiences they have ever been through. It's a time of upheaval, adjustment, and enormous change. For many people, it's also a time of great loneliness and isolation. However, it is possible to not only get through a divorce but to thrive after it. With the right mindset and support system, you can rebuild your life and create a new future for yourself. After an excruciatingly painful divorce, our guest, Kelli C...
Seen Heard and Paid. Alan Henry
July 26, 2022 11:00 - 37 minutes - 69 MBImagine landing your dream job. And then imagine having your supervisor take credit for your work time and again. Infuriating, right? This scenario was a reality for our next guest, productivity expert and Wired editor Alan Henry. When it happened to Alan, he, like so many others, buried his feelings and stayed quiet. For over twenty years, Alan Henry has written about using technology and productivity techniques to work and live better for publications such as Lifehacker, The New York T...
Crush Medical Debt. Dr. Virgie Bright Ellington
July 19, 2022 11:00 - 42 minutes - 77.2 MBMedical debt is a real and pressing issue. Millions of Americans are struggling to pay off this type of debt. In fact, it's the number one reason people file for bankruptcy. To add to this dilemma, 80-90% of medical bills contain mistakes. What if there were ways to crush medical debt and avoid a lifetime of repayments? In this episode, Internal Medicine Physician, medical billing expert, and author of the book, What Your Doctor Wants You to Know About Crushing Medical Debt - Dr. Vi...
Stop the Hurt. Sonia Frontera
July 12, 2022 11:00 - 33 minutes - 60.7 MBToo often, we tend to think of physical abuse when we think of abusive relationships. But the truth is, financial abuse is just as dangerous and can be just as damaging. Financial abuse is a type of manipulation where one partner controls all the money in the relationship. They may give their partner an allowance, forbid them from working or make all the financial decisions. That can leave the victim feeling powerless and dependent on their abuser. In this episode, Bob talks with di...
PeaceFull Living. Roberta Hughes
July 05, 2022 20:28 - 34 minutes - 62.5 MBHave you ever felt the weight of your day-to-day life? The stress from work, family issues at home, or financial worries can feel like they're going to take over. There is an easy way for us all to declutter our thoughts, find a sense of inner peace, and manage the stress in our lives. Our next guest, Roberta Hughes, is the Founder and lead instructor at PeaceFull Living. This boutique hybrid studio conveys a delicate and personalized Peaceful Living instruction for body and mind th...
Priorities Change When Time is Precious. Ryan Lindner
June 28, 2022 11:00 - 27 minutes - 49.7 MBWe all know that we only have one life and that we need to make the most of it. For some, this means spending time on their health and wellbeing, while others prioritize their finances. But what happens when time is precious, and you can't do both? Which priority should take precedence? After two sudden, unexplained cardiac arrests at a young age, author and personal development specialist Ryan Lindner began to explore different perspectives with his clients that come with any profound, l...
Turning Trauma Into Triumph. Stephanie Olson
June 21, 2022 11:00 - 42 minutes - 77.3 MBHave you ever been through something so traumatic that you thought you couldn't overcome it? One thing is for sure: we all go through tough times. Making it through tough times is something that we all do every day. It's not easy, but it's possible. And one way to turn your traumatic experience into something truly triumphant is to share your story with others. When you bravely share your story, you can help others who are going through their own tough time to not feel so alone. Vulnerabilit...
I Don't Want to Turn 3. Gramps Jeffrey
June 14, 2022 11:00 - 34 minutes - 62.7 MBTurning 3 years old is a significant milestone for kids, and for parents too. At this age, kids begin to form a sense of curiosity and develop ideas and opinions about the world around them, especially money. How children see adults handle money will play a significant role in shaping their ideas about money. By setting a good example, parents and grandparents can help instill healthy habits in their children at an early age. Our next guest, Gramps Jeffrey, is a grandfather of six, who has...
Wealth On Any Income. Rennie Gabriel
June 07, 2022 18:40 - 35 minutes - 65.1 MBMany of us were taught how to earn money, but not the foundation for managing it. You might be experiencing financial stress because you don't know what your next move should be or how to track all of your financial information. You may be overwhelmed because you don't manage your time. We're all so busy trying to find the time to manage everything and more importantly - have time for our priorities! Our next guest, Rennie Gabriel, has seen both great success and challenging times. After t...
Create Your Own Reality. Kelsi Davies
May 31, 2022 11:00 - 31 minutes - 57.3 MBAre you creating your own reality or living an existence based on prior fears and old beliefs? We all have the ability to create our own reality. By simply shifting our focus on what we want in our life rather than what we don't want, is the first step in consciously transforming old patterns in our lives into new empowering ones. Though it may take some practice and sometimes a lot of effort, you can change your life for the better. With enough persistence, trust and patience, anything is p...
Believe In Your True Worth. Rachael Burns
May 24, 2022 11:00 - 36 minutes - 67.3 MBThe challenges are immense when you lose a partner through divorce or widowhood. It feels like the whole world is suddenly changing, and you're unsure how to handle it. Now, decisions must be made about your financial future, which adds even more stress to what seems like an impossible situation! After experiencing her own hardship at the intersection of grief and finances, our guest Rachael Burns felt called to help other women trying to plan for their futures after experiencing trauma. ...
Profit Comes First. Rocky Lalvani
May 17, 2022 11:00 - 35 minutes - 65.3 MBThe 5-year survival rate of small businesses is 45%. This means that, on average, half the companies will fail in their first five years. The main reason for this high failure rate? Not having enough money! When working with new business owners, one of the first things our guest Rocky Lalvani looks for is any limiting beliefs around money. How have they learned to think about money in their life, and what do they believe today? We can uncover so much from our past experiences. Yet, some bu...
N.F.A with Money. Dr. Amanda Barrientez
May 10, 2022 11:00 - 36 minutes - 67.2 MBDo you have a money block? We all do. And you might not be conscious of it. Our thoughts and feelings around money can affect how much of an obstacle they create financially. A money block is when we create barriers in our belief system that hold us back from achieving what we want! These blocks manifest on both the conscious and subconscious levels (where most people don't even notice). After going from food stamps to building a 6-figure business fast, our next guest, Dr. Amanda Barriente...
Get the Balance Right. Heather Zeitzwolfe
May 03, 2022 11:00 - 35 minutes - 65.4 MBIn today's fast-paced, overstimulated world, there are more distractions than ever before. We've all had moments where we needed some "me" time and found it hard to prioritize our lives between work, family obligations, or the million other things vying for attention in our daily lives. What changes might help create more balance in your life, including finances? Our next guest is Heather Zeitzwolfe, who turned her world upside down to embark on a new journey to get her balance right. Heathe...
Dancing with Riches. Kass Thomas
April 26, 2022 11:00 - 38 minutes - 70.3 MBHow often are you stuck in a pattern of thinking that just won't go away? You feel like nothing will ever change, and your life will always be this way. It's not until we decide to shift our mindset towards positivity and making changes that allow more spaciousness within ourselves (like practicing self-love), that our lives begin to look and feel different, and new opportunities appear. It's like it's magical. Our next guest is Kass Thomas. She is a motivational speaker, radio personality...
Collaborative Creativity. Ben Giroux
April 19, 2022 11:00 - 36 minutes - 65.9 MBWhen an artist gets the green light, not only does it help monetarily, it can begin a process of collaborative creativity. By bringing together people from all walks of life with different ideas and skills, there is room for the creation process to be more dynamic, innovative, and engaging. Our next guest, Ben Giroux says, "Doing things as a collective is always more satisfying." Ben Giroux is an Actor, Voice-over Artist, Producer, Director, and Writer. He is best known for portraying The To...
Teen Financial Freedom. Chase Guelette
April 12, 2022 11:00 - 34 minutes - 62.6 MBIt's no secret that the cost of college has increased dramatically in recent years, with an average student loan debt reaching $30k for young adults just starting out. But there are ways to work towards financial freedom, even as a teenager! My next guest, 17-year old podcaster & entrepreneur Chase Guelette knows this all too well. After interviewing knowledgeable guests on topics ranging from personal improvement to finance and investing during his first podcasting venture, he now helps ...
Unconsciously Comfortable In Debt. Simone Milasas
April 05, 2022 11:00 - 35 minutes - 65.8 MBSometimes we think it is easier to ignore the reality of our finances and overlook years of debt that have taken a toll on our emotional health. So we put on a brave face and try really hard to pretend everything is good. Which in turn creates more frustration, shame, or even worse, guilt. Our next guest, Simone Milasas believes that most people are in debt because they are unconsciously comfortable that way. Simone and I discuss her own experience with overwhelming debt and how she underp...
An Unconstrained Life. Myles Wakeham
March 29, 2022 11:00 - 39 minutes - 72.4 MBYou can make your life into anything you want it to be. All you need is imagination, focus, and trust in yourself. In this episode, I am joined by Myles Wakeham of beunconstrained.com. He openly shares his story of surviving a significant auto accident in the outback of Australia, which forced him to question life, purpose, and direction. Since rebuilding himself, he now knows how to handle and mitigate adversity, and he has honed those skills to live a life unconstrained. Myles is a self-ma...
The Business of Solving Problems. Brett Swarts
March 22, 2022 11:00 - 37 minutes - 68.5 MBIn this episode, Brett Swarts from Capital Gains Tax Solutions and I discuss the idea of focusing our awareness on our internal strengths to become who we want to be. Working harder only gets us so far in life--to make a lasting impact, we need what's inside ourselves: integrity! Brett helps people successfully escape from feeling trapped by capital gains taxes. Brett and his team offer valuable guidance on navigating complicated tax laws, so you don't lose your hard-earned money or get st...
John's Crazy Socks. John and Mark Cronin
March 15, 2022 11:00 - 31 minutes - 57.1 MBFewer than 1 in 5 people with a disability are employed in the USA. This harsh reality compelled our next guests, father-son entrepreneurs - John and Mark Cronin to create John's Crazy Socks. Inspired by John, a young man with down syndrome, and his love of colorful, fun and creative socks, or what he calls his "crazy socks," began their mission to spread happiness to feet everywhere. Mark is the father of this father-son enterprise. His leadership has demonstrated that pursuing social goa...