Latest Cashflows Podcast Episodes
115 - Henry Daas - FQ: Financial Intelligence
Living With Money - April 02, 2020 08:30 - 40 minutes ★★★★★ - 30 ratingsIn Ep. 115, Tim interviews Henry Daas. Henry is an entrepreneur, a business coach, and the author of FQ: Financial Intelligence. Henry offers insight for small business owners to help them weather the storm of the coronavirus. He also reminds listeners of personal finance areas not to overloo...
114 - What's Your Game Plan?
Living With Money - March 26, 2020 08:30 - 29 minutes ★★★★★ - 30 ratingsIn Ep. 114, Tim addresses the question of making a game plan moving forward in these challenging financial times. He clips in a conversation from the Mullooly Asset Podcast between himself, Tom, and Brendan where they discuss questions from clients, messages relayed to clients, their feelings a...
113 - Emergency Plans: Coronavirus Edition
Living With Money - March 19, 2020 08:30 - 31 minutes ★★★★★ - 30 ratingsIn Ep. 113, Tim addresses concerns surrounding the coronavirus. He emphasizes the importance of having, and sticking with, your financial plan during times like this. He talks about why this is a perfect example of the need to have an emergency fund, and to keep it SAFE when times are good. Y...
112 - Stephanie Bousley - Buy the Avocado Toast
Living With Money - March 12, 2020 14:56 - 50 minutes ★★★★★ - 30 ratingsIn Ep. 112, Tim talks with Stephanie Bousley - author of the upcoming book "Buy the Avocado Toast: A Guide to Crushing Student Debt, Making More $$$, & Living Your Best Life". They discuss Stephanie's journey with student debt, how she paid it down using unconventional methods, and how the book...
111 - Bryan Hasling, CFP® - Millennial Planners
Living With Money - March 05, 2020 09:00 - 48 minutes ★★★★★ - 30 ratingsIn Ep. 111, Tim talks with Bryan Hasling. Bryan is a CFP, and a financial planner at JW Harrison. Bryan also blogs over at MillennialPlanners.com, and they discuss how Bryan got started in the financial planning industry, the importance of the CFP designation, and much more. They talk about h...
110 - Conor Richardson, CPA - The Millennial Financial Landscape
Living With Money - February 27, 2020 09:00 - 35 minutes ★★★★★ - 30 ratingsIn Ep. 110, Conor Richardson joins the show once again making him the first 3-time guest on the show. We briefly talk about his book, Millennial Money Makeover, and also discuss a report published by the US Government Accountability Office that outlines the difficult financial landscape Millenn...
109 - Brendan Mullooly, CFP® - Your Brain On Stocks
Living With Money - February 20, 2020 13:24 - 38 minutes ★★★★★ - 30 ratingsIn Ep. 109, Tim's brother Brendan Mullooly joins the podcast for the second time. Brendan is a CFP at Mullooly Asset Management, building financial plans and investment portfolios for clients. He also blogs over at Your Brain On Stocks about different behavioral biases we all have in regards t...
108 - The 10-Year High School Reunion Episode
Living With Money - February 13, 2020 09:30 - 31 minutes ★★★★★ - 30 ratingsIn Ep. 108, Tim talks to those, like him, getting ready for their 10-year high school reunion. Being 27-28 years old is an extremely interesting and important time financially for people. He talks about ways to get your financial life on track if needed, and what some financial scenarios Mille...
107 - Ande Frazier - Financially Free
Living With Money - February 06, 2020 09:30 - 41 minutes ★★★★★ - 30 ratingsIn Ep. 107, Tim interviews Ande Frazier - CEO of myWorth LLC, and author of the upcoming book "Fin(anci)ally Free: 11 Conversations to Have With Yourself About Life, Money, and Worth". They talk about Ande's mission to fix the way financial media speaks to women about their finances, and how th...
106 - Dr. Jeff Anzalone - Debt Free Doctor
Living With Money - January 30, 2020 09:00 - 36 minutes ★★★★★ - 30 ratingsIn Ep. 106, Tim talks with Dr. Jeff Anzalone. Jeff is a full-time periodontist and the creator of the website and blog "Debt Free Doctor". Jeff helps other doctors, and those in the medical field, manage and dig their way out of debt. He also provides valuable information about real estate in...
105 - 2019 Tax Tips
Living With Money - January 23, 2020 09:00 - 21 minutes ★★★★★ - 30 ratingsIn Ep. 105, Tom walks the listeners through a letter from his accountant. The letter lays out tips for how to get your 2019 taxes done in a timely, simple fashion. There have been a handful of changes to the tax code over the last few years, so it's important to stay up to date. The letter a...
104 - Changes to Your Retirement Plan
Living With Money - January 16, 2020 09:30 - 32 minutes ★★★★★ - 30 ratingsIn Ep. 104, Tim and Tom discuss the SECURE Act and the number of changes it's going to have on your retirement plans. They discuss the changes to the Stretch IRA, changes to contribution age restrictions and RMD age requirements in IRA's, as well as some changes the SECURE Act made to 529 plans...
Financial Planning for 2020
Living With Money - January 09, 2020 09:30 - 26 minutes ★★★★★ - 30 ratingsIn Ep. 103, Tim walks listeners through a few financial planning checklist items to take care of in January to get 2020 started on the right foot! He breaks down how to evaluate last year's budget and make adjustments, how to tweak your savings habits, how to evaluate your goals and investments...
102 - Tina Hay - Napkin Finance
Living With Money - January 02, 2020 14:06 - 29 minutes ★★★★★ - 30 ratingsIn Ep. 102, Tim talks with Tina Hay. Tina is the founder and CEO of Napkin Finance, and the author of the recently released book "Napkin Finance: Build Your Wealth in 30 Seconds or Less". The book was released this past Monday, December 30th, 2019. They discuss how the illustrations help visu...
101 - Daniel Ameduri - Don't Save For Retirement
Living With Money - December 26, 2019 10:00 - 41 minutes ★★★★★ - 30 ratingsIn Ep. 101, Tim interviews Daniel Ameduri. Daniel is the co-founder of FutureMoneyTrends.com and the author of the recently released book "Don't Save For Retirement: A Millennial's Guide to Financial Freedom". They discuss the book and how it addresses where Millennials SHOULD be saving money ...
100 - Ep. 100 of Living With Money!
Living With Money - December 19, 2019 09:30 - 34 minutes ★★★★★ - 30 ratingsWe've made it to Episode 100! In this episode, Tim outlines where we started, what we've covered, and where we've been over the first 99 episodes! Starting back to the initial message of podcast, have we delivered? He talks about the highs and lows of the show, what it takes to put on a weekl...
099 - Michele Cagan, CPA - Retirement 101
Living With Money - December 12, 2019 09:30 - 39 minutes ★★★★★ - 30 ratingsIn Ep. 99, Tim talks with Michele Cagan. Michele is a CPA, financial mentor, and an author of several books talking about accounting, investing, budgeting and more! This week we talk to Michele about her upcoming book "Retirement 101" and the different questions about retirement it helps reade...
098 - Maureen Wright - Huber Financial
Living With Money - December 05, 2019 09:00 - 43 minutes ★★★★★ - 30 ratingsIn Ep. 98, Tim talks with Maureen Wright from Huber Financial. Maureen is a financial advisor and blogs on her site called The Financial Fashion Planner. They discuss Maureen's work as an advisor, as well as her ability to fuse personal finance lessons with fashion planning on her blog. They ...
097 - Chris Mamula - Choose FI: Your Blueprint to Financial Independence
Living With Money - November 27, 2019 09:00 - 35 minutes ★★★★★ - 30 ratingsIn Ep. 97, Tim talks with Chris Mamula, author of the recently released book Choose FI: Your Blueprint to Financial Independence. They discuss Chris' personal journey with financial independence and how the book helps readers approach the different stages of financial independence. They talk a...
096 - Bill Sweet - Ritholtz Wealth Management
Living With Money - November 21, 2019 09:30 - 52 minutes ★★★★★ - 30 ratingsIn Ep. 96, Tim talks with Bill Sweet, CFO of Ritholtz Wealth Management. They discuss Bill's time in the army, and how he transitioned into his career in finance. They also talk about how Bill is working with organizations on Wall Street to help veterans get jobs when they come back from duty. ...
095 - The Best Pieces of Advice
Living With Money - November 14, 2019 09:30 - 23 minutes ★★★★★ - 30 ratingsIn Ep. 95, Tim recaps some of the best pieces of advice from the podcast. Most interviews wrap up with Tim asking the guest to share the best piece of advice they've received. With the holidays right around the corner, it's the season of giving, what better gift to give than the gift of free a...
094 - Scott & Bethany Palmer - The Money Couple
Living With Money - November 07, 2019 09:00 - 37 minutes ★★★★★ - 30 ratingsIn Ep. 94, Tim talks with Scott & Bethany Palmer - The Money Couple! They talk about why money creates such big issues for people in their relationships, and how they can begin to work through them. Scott and Bethany have created the 5 Money Personalities, and they describe each personality, a...
093 - Ben Johnson - Morningstar
Living With Money - October 31, 2019 08:00 - 45 minutes ★★★★★ - 30 ratingsIn Ep. 93, Tim talks with Ben Johnson - Director of Global ETF Research at Morningstar. They talk about a lot of recent trends in the industry like commission-free trading, non-transparent ETFs, fee compression in different investments, managing both behavioral risks and market risks, and more!...
092 - Travis Hornsby - Student Loan Planner
Living With Money - October 24, 2019 08:30 - 41 minutes ★★★★★ - 30 ratingsIn Ep. 92, Tim talks with Travis Hornsby from Student Loan Planner. They talk about how his company helps individuals with significant student loan debt make plans to get out of debt and manage their payments. They also discuss how people can use student loans to achieve financial independence...
091 - Michael Policar - Fifteen Minute Financial Advisor
Living With Money - October 17, 2019 08:00 - 46 minutes ★★★★★ - 30 ratingsIn Ep. 91, Tim interviews Michael Policar. Mike is the host of the Fifteen Minute Financial Advisor podcast and a wealth manager at Hightower Bellevue. They talk about the success of Mike's podcast, his desire to educate both his clients and podcast listeners in the world of personal finance, ...
090 - Jeremy Walter - Fident Financial
Living With Money - October 10, 2019 08:00 - 52 minutes ★★★★★ - 30 ratingsIn Ep. 90, Tim talks with Jeremy Walter. Jeremy is a CFP, founder of Fident Financial, and runs the blog Calibrating Capital. They discuss Jeremy's core beliefs about financial planning and how he helps clients identify their values in life and what's most important to them. They also talk ab...
089 - Karen Cordaway - The Everyday Bucket List Book
Living With Money - October 03, 2019 08:00 - 36 minutes ★★★★★ - 30 ratingsIn Ep. 89, Tim interviews Karen Cordaway. Karen is the author of the recently released book 'The Everyday Bucket List Book: 10 Steps to Bringing More Exciting Experiences to Everyday Life'. They discuss how the book gives a refreshing take on budgeting by changing the perspective of the indivi...
088 - Cary Siegel - Why Didn't They Teach Me This in School?
Living With Money - September 26, 2019 08:00 - 38 minutes ★★★★★ - 30 ratingsIn Ep. 88, Tim talks with Cary Siegel. Cary is the author of the book 'Why Didn't They Teach Me This In School? 99 Money Management Tips to Live By'. They discuss what made Cary write the book, his beliefs on educating kids on proper money management from a young age, and some of Cary's favori...
087 - Will Forero, Esq. - The Law Offices of Edmond J. Pryor
Living With Money - September 19, 2019 08:00 - 39 minutes ★★★★★ - 30 ratingsIn Ep. 87, Tim talks with his good friend Will Forero. Will is an attorney at The Law Offices of Edmond J. Pryor in the Bronx. They discuss what it's like working as a personal injury attorney, debunking some of the negative stereotypes surrounding personal injury cases, marketing yourself as ...
086 - The Best of Summer 2019 Pt. 2
Living With Money - September 12, 2019 08:00 - 27 minutes ★★★★★ - 30 ratingsIn Ep. 86, we continue our look-back on some of the best answers on the podcast from the Summer of 2019. This week we have questions and answers talking about FIRE, attracting more women to the advisory business, the best parts of family businesses and owning your own shop and more! Enjoy!
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