Latest Budgets Podcast Episodes
Spending with Intent
Making Margin - April 24, 2024 19:09 - 29 minutes ★★★★★ - 11 ratingsMaking Margin Podcast Episode 53 - Spending with Intent Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin: Nick Jeff Natalie Allie Jen In this episode, w...
Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs with Tyson Ray
Financial Advisor Success - April 23, 2024 11:00 - 1 hour ★★★★★ - 653 ratingsTyson Ray is the CEO of FORM Wealth Advisors, a hybrid advisory firm based out of Wisconsin that oversees approximately $900 million in assets under management for just over 800 client households. Tyson's unique "Total Relationship" planning approach emphasizes assessing clients' immediate lump ...
Ep 381: Helping Clients Go Beyond The Plan To Actually Implement As A Fractional Financial Behavior Officer with Ashley Quamme
Financial Advisor Success - April 16, 2024 11:00 - 1 hour ★★★★★ - 653 ratingsAshley Quamme is the Founder of Beyond The Plan, a consulting firm based out of Georgia that offers a Fractional Financial Behavioral Officer service, including consulting and training to advisory firms for new or existing clients. What sets Ashley apart is her expertise in psychology and couple...
Harvard Business Professor Explains Investing in NFT's
Afford Anything - April 10, 2024 22:11 - 1 hour ★★★★★ - 3.3K ratingsFinancial literacy includes understanding NFT's, DeFi, and cryptocurrency. But it's hard to separate education from hype. Harvard Business School's Scott Duke Kominers, a professor in Harvard's Entrepreneurial Management Unit, and a Faculty Affiliate of the Harvard Department of Economics and th...
Ep 380: Expanding Capacity For $500M Of Organic AUM Growth In Just 4 Years By Increasing The Density Of Team Talent with Andrew Leonard
Financial Advisor Success - April 09, 2024 11:00 - 1 hour ★★★★★ - 653 ratingsAndrew Leonard is the Managing Partner of Geometric Wealth Advisors, an RIA based out of Washington, D.C. that oversees approximately $750 million in assets under management (AUM) for 200 clients. Andrew's firm stands out for tripling its AUM in four years, achieving this growth by mirroring the...
Tribute to Dr. Daniel Kahneman, Who Won a Nobel in Economics Even Though He Never Took an Econ Class
Afford Anything - April 06, 2024 01:37 - 36 minutes ★★★★★ - 3.3K ratingsPrinceton Professor Daniel Kahneman never took an economics class. But he won the 2002 Nobel Prize in economics, thanks to his advancements in understanding the psychology of money. In today’s episode, we pay homage to the late Dr. Kahneman, who passed away on March 27 at age 90. We also discuss ...
The Pay Cut Price of Freedom
Afford Anything - April 03, 2024 05:00 - 1 hour ★★★★★ - 3.3K ratingsHow much of a pay cut would you take for a lighter workload? Today we hear from Paul, 35, who’s grappling with that question. Paul’s boss offered him the chance to cut his hours and salary by 25 percent. He’d love to work fewer hours. He has a decent net worth, plenty of savings, and no debt....
Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations with Hans Blake
Financial Advisor Success - April 02, 2024 11:00 - 1 hour ★★★★★ - 653 ratingsHans Blake is the founder of Intelligent Investing, an RIA based out of South Carolina that oversees $50 million in assets under management for 40 households. What’s unique about Hans is how he developed Intelligrations, a financial dashboard software that simplifies clients' financial data into...
Dr. Cal Newport: Achieve More by Doing Less
Afford Anything - March 28, 2024 12:42 - 1 hour ★★★★★ - 3.3K ratings#495: Marie Curie won the Nobel Prize in Physics in 1903 and the Nobel Prize in Chemistry in 1911. She's famous for her work in radioactivity. Lin-Manual Miranda is a songwriter, producer and director who won the Pulitzer Prize in Drama in 2016, as well as several Tony awards. What do they have i...
Defining Your Destination
Making Margin - March 26, 2024 14:35 - 27 minutes ★★★★★ - 11 ratingsMaking Margin Podcast Episode 52 - Defining Your Destination Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin: Nick Jeff Jen Natalie In this episode we...
Ep 378: Scaling Growth At 1/4th The Cost Of M&A By Wading Through The "No's" Of SmartAsset Leads with Michael Collins
Financial Advisor Success - March 26, 2024 11:00 - 1 hour ★★★★★ - 653 ratingsMichael Collins is the CEO and Founder of WinCap Financial, an RIA based out of Boston that oversees $80 million in assets under management for 70 client households. Since 2021, Michael has distinguished himself by growing his firm by over $10 million in assets under management annually, utilizi...
My Husband Makes Double My Income, But Saves Nothing! Should I Be Worried?
Afford Anything - March 20, 2024 17:30 - 49 minutes ★★★★★ - 3.3K ratings#494: Tatyana is about to pay off her house at age 39! What’s next? Her husband, who earns twice as much (and whom she met after she bought the home), has no savings. They want a boat. Should she focus there? Matthew recently ended a relationship that resulted in a real estate buyout with an 8.1 ...
Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing with Meredith Moore
Financial Advisor Success - March 19, 2024 11:00 - 1 hour ★★★★★ - 653 ratingsMeredith Moore is the Founder and CEO of Artisan Financial Strategies, a hybrid advisory firm based out of Georgia that oversees $77 million in assets under management for 120 client households. Despite facing a daunting diagnosis of a 7cm Glioblastoma tumor in her brain in 2005—which led to yea...
Wall Street Secrets, with Your Rich BFF Vivian Tu
Afford Anything - March 13, 2024 08:00 - 59 minutes ★★★★★ - 3.3K ratings#493: Do you ever wonder what happens behind closed doors on Wall Street? Vivian Tu, also known as Your Rich BFF, is here to spill the tea. Vivian grew up in a modest immigrant family. After college, she found herself working insane hours on Wall Street after college. While working on Wall Street...
Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson
Financial Advisor Success - March 12, 2024 11:00 - 1 hour ★★★★★ - 653 ratingsEric Simonson, Founder & CEO of Abundo Wealth, joins the show to share how his 'advice-only' RIA model revolutionized the financial planning landscape. Despite launching just four years ago, Abundo has soared to oversee $600M in assets for 420 client households, with a unique approach generati...
I’m Earning Extra from my Side Hustle. But Does This Cramp My Chances at Investing?
Afford Anything - March 07, 2024 12:51 - 56 minutes ★★★★★ - 3.3K ratings#492: Christine’s business is struggling. She needs more income. If she adds a full-time remote job to her plate, how will her retirement and finances change? Rob enjoyed a banner year in 2023. He made over $1 million. But the sting of income tax has him making moves that violate his investment s...
Inspiring Tomorrow’s Leaders to Do Something
Notes from the Backpack: A PTA Podcast - March 06, 2024 10:45 - 28 minutes ★★★★★ - 65 ratingsFrom addressing climate change to destigmatizing mental health, young people are stepping up as leaders to create a better world. Our hosts talked with DeNora Getachew, CEO of DoSomething.org, to learn how we can empower youth to create change. DeNora shares about the causes most important to yo...
Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process with Rob Schultz
Financial Advisor Success - March 05, 2024 12:00 - 1 hour ★★★★★ - 653 ratingsRob Schultz is the Senior Partner of NWF Advisory, a hybrid firm based out of Los Angeles, where he oversees nearly $500 million in assets under management for 200 households. Rob has uniquely developed a streamlined meeting process with a standardized agenda that enables him to focus on individ...
Why Bitcoin is Back in the News | First Friday
Afford Anything - March 01, 2024 22:38 - 22 minutes ★★★★★ - 3.3K ratings#491: Welcome, Emma Chamberlain’s fans!! Thanks for joining the Afford Anything community. You can find out how to escape the 9-to-5 grind at affordanything.com/escape Once a month, on the First Friday of the month, we explore the hot economic and money stories that are dominating the headlines. ...
Inside the Mind of a Supercommunicator, with Charles Duhigg
Afford Anything - February 28, 2024 21:47 - 1 hour ★★★★★ - 3.3K ratings#490: Great communication will get you a raise. It'll get you promoted. You'll land the corner office. You'll make friends and be the life of the party. You'll land business deals and form lucrative partnerships. Supercommunication is a superpower. But how do we build it? Sometimes, you might wa...
Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin
Financial Advisor Success - February 27, 2024 12:00 - 1 hour ★★★★★ - 653 ratingsDianne Nolin is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based out of Virginia that oversees $500 million in assets under management for 350 households. Dianne uniquely enhanced her firm's marketing and profitability by transforming its loss-leading divorce financia...
Reimagining What Schools Look Like
Notes from the Backpack: A PTA Podcast - February 21, 2024 10:24 - 25 minutes ★★★★★ - 65 ratingsIt’s time to think creatively about school reform! Co-CEO of Transcend Education Aylon Samouha joined the show to share the latest in school transformation. Tune in to explore the purpose of education, innovative learning models and the journey towards creating extraordinary, equitable learning ...
Ask Paula: What to Do with a Six-Figure Windfall?
Afford Anything - February 21, 2024 06:00 - 1 hour ★★★★★ - 3.3K ratings#489: Cara made $100,000 in commissions this year, her biggest bonus ever. What should she do with the money if she wants to retire early? An anonymous caller is upset that the 401k plan he sold his boss on is charging him an Assets Under Management (AUM) fee. Should he keep the 401k at all? Remy...
Ep 373: Transitioning To Launch A New RIA By Taking On Passive Investors For Startup Capital With Ben Hockema
Financial Advisor Success - February 20, 2024 12:00 - 1 hour ★★★★★ - 653 ratingsBen Hockema is the Founder of Illuminate Wealth Management, an RIA based out of Illinois that oversees $100 million in assets under management for 55 households. Ben's unique journey in the advisory world saw him rise from intern to partner over 13 years at a growing firm, only to discover a cul...
Gut Instincts and Big Decisions, with Morgan Housel
Afford Anything - February 14, 2024 23:18 - 1 hour ★★★★★ - 3.3K ratings#488: Ever made a flippant, seemingly minor decision that radically changed the course of your life? Morgan Housel has experienced this. At age 17, he made a quick decision that ended up saving his life. Sadly, two of his friends were less fortunate. He shares that story in today's podcast episod...
Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients with Melody Townsend
Financial Advisor Success - February 13, 2024 12:00 - 1 hour ★★★★★ - 653 ratingsMelody Townsend is the President of Townsend Financial Planning, an RIA based out of Kentucky that oversees $112 million in assets under management for 160 client households. Embracing a transformative business model, Melody's strategy centered around providing a comprehensive suite of services,...
Ask Paula: "Should I Put My Dreams on Hold … and Buy a House Instead?"
Afford Anything - February 07, 2024 16:41 - 1 hour ★★★★★ - 3.3K ratings#487: Luis’s wife is killing it at her side hustle. The unexpected income has led Luis to YouTube for hacks to capitalize on their surplus. Can a 529 plan double as long-term care savings? Elizabeth is frustrated with the housing market. She’s been saving for years but isn’t anywhere near her goa...
Behind the Scenes in the School Cafeteria
Notes from the Backpack: A PTA Podcast - February 07, 2024 10:00 - 22 minutes ★★★★★ - 65 ratingsHow can families partner with schools to ensure their children are enjoying nutritious meals? Our hosts talked with Briana Webster-Campbell, the managing director of Center for Best Practices at No Kid Hungry to get an inside look into the school cafeteria. Briana shares how schools determine wh...
Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent With David Savir
Financial Advisor Success - February 06, 2024 12:00 - 1 hour ★★★★★ - 653 ratingsDavid Savir is the Co-Founder and CEO of Element Pointe Family Office, a fee-only RIA based out of Miami that oversees almost $1.6 billion in assets under management for 50 client households. David's unique approach at Element Pointe, developed over eight years and catering to high- and ultra-hi...
Stocks are Hot. Jobs are Hotter. What’s Next?
Afford Anything - February 02, 2024 16:23 - 53 minutes ★★★★★ - 3.3K ratings#486: By every definition of the word, we’re in a bull market. The S&P 500 hit record highs for five consecutive days last week, and remained strong throughout this week. The Dow is above 38,000 for the first time in history. Unemployment has stayed below 4 percent for 24 months, marking the stro...
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