Latest Collegeplanning 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 ...
How to avoid the 3 most common mistakes rookie investors make
Financial Planning Blueprint Podcast - December 02, 2019 19:56 - 13 minutesIt's hard to become a successful investor, but there are proven tips and strategies anyone can use to improve their results. The problem is most people don't know about these valuable insights when they're first getting started. In this episode, Jason shares how to avoid the 3 most common mistak...
How to make your home one of your most valuable assets
Making College Affordable Podcast - December 02, 2019 19:53 - 24 minutes ★★★★★ - 7 ratingsSo many people follow the same advice when it comes to planning for college and planning for the rest of their lives, yet student debt is out of control and very few people are financially independent when they reach retirement. Maybe the advice they've been given is wrong. Listen to this shared...
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. ...
The surprising truth behind why the experts can’t beat the stock market
Financial Planning Blueprint Podcast - November 18, 2019 16:00 - 12 minutesFar too many people think they can outperform the stock market if they follow the advice of an expert. The reality is, however, that the collective wisdom of the masses is usually a better guide to follow. In this episode, Jason explains why that's the case and explains why the experts are usual...
Answering the three most important questions colleges ask
Making College Affordable Podcast - November 18, 2019 16:00 - 13 minutes ★★★★★ - 7 ratingsThere’s a lot of information that goes into college applications, both for admissions and for scholarships. But there are three key areas colleges are really looking for in their ideal applicants. Getting these few essential items right can make all the difference in your outcomes. In this episo...
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...
How to get your kids into the colleges of their dreams without bribes, cheating, or breaking the law
Making College Affordable Podcast - November 11, 2019 11:00 - 10 minutes ★★★★★ - 7 ratingsWhether it’s a matter of people having more money than they have good sense, or people just being ignorant of how to beat to colleges at their own game, pushing the limits of what’s right to get your kids into college is never a good idea. There are far too many ways to take advantage of what’s ...
Why bonds are a lot like dairy cows
Financial Planning Blueprint Podcast - November 11, 2019 11:00 - 10 minutesThere’s a lot of talk in the financial media about stocks, bonds, mutual funds, hedge funds, and other financial terms that everyone seems to just automatically understand – unless that everyone is you and you don’t understand what they’re talking about. Fortunately, anybody can learn more about...
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...
How to protect yourself from the silent killer in your investment portfolio
Financial Planning Blueprint Podcast - November 04, 2019 11:00 - 18 minutesIn medicine, they say that high blood pressure is the silent killer because it can lead to so many other health problems, including death, without really being detected through other symptoms in advance. There is a silent killer in investment portfolios too. And, without an awareness to help mak...
Why having a college education alone may not be enough
Making College Affordable Podcast - November 04, 2019 11:00 - 13 minutes ★★★★★ - 7 ratingsThe world is changing so fast today that having a college education alone may not be enough to help ensure that our children are successful. As parents, we need to be aware of another type of education that could be just as important for their future development. In this episode, Jason shares so...
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