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#9 – Designing Your Best Life

In today's episode, we are talking about how to design your best life.  Your ideal life. My experience with: Have - do - be  Personal vision Lifebook - 12 dimensions of our life   Call to Action:  Sign up for Lifebook and start the process of changing your life Today!  Use a habit [...]

By |2020-03-19T06:28:48-05:00March 19th, 2020|Podcast|0 Comments

#8 – Your investments cost and tax efficiency

Did you figure out your asset allocation from our last episode?  Was it where you wanted it to be? How far off was it?  Did you define your rebalancing strategy? Committed to stick to your asset allocation and rebalancing through thick and thin in both bear and bull markets?   In this episode we [...]

By |2020-03-12T04:08:29-05:00March 12th, 2020|Podcast|0 Comments

#7 – Amount in stocks, bonds, and cash? Is that the right amount?

Quick Recap of Episodes 5 and 6 where we talked about investing:  Make sure you are learning from the right resources Independent resources: i.e - John Bogle, Burton Malkiel, Charles Ellis, William Bernstein, Larry Swedrow, Daniel Solin, Rick Ferri, David Swensen, Frank Armstrong III, Warren Buffett Avoid the salespeople and being careful on [...]

By |2020-03-05T06:26:17-06:00March 5th, 2020|Podcast|0 Comments

#6 – Becoming a Sound Investor

Did you take that one piece of action from episode 5 and pick up a book from an independent resource?     Try to read 1-2 financial books a year on minimum and astounding things will happen over your lifetime.  The compounding effect of accumulating knowledge from the right sources can change the course [...]

By |2020-03-19T06:19:54-05:00February 27th, 2020|Podcast|0 Comments

#5 – How Would You Rate Your Knowledge as an Investor

In this episode we will cover: What to do before you start investing your money Key attributes of a great investor Resources on investing Types of investments   Show Notes/Resources: Enron Economic bubbles Other - books, websites, and videos Return on Stocks vs gold vs silver comparison Independent resources: i.e - John Bogle, [...]

By |2020-03-02T06:23:47-06:00February 20th, 2020|Podcast|0 Comments

#4 – Our Strategy for Saving

In this episode we will talk about:   How to figure out your current savings rate How to increase your savings rate Why would you want to increase your savings rate Our strategy for consistently saving a huge chuck of our money each year What is the minimum savings rate you should strive [...]

By |2020-03-03T06:25:04-06:00February 13th, 2020|Podcast|0 Comments

#3 – The Big 3 Expenses

In this episode we will talk about Where the average american spends their money according to the Bureau of Labor Statistics - particularly the big 3 areas. How can we as consumers do a better job of spending and planning in those areas   The Largest Spending Categories for the Average American Consumer [...]

By |2020-03-03T06:14:57-06:00February 6th, 2020|Podcast|0 Comments

#2 – Reaching for Financial Independence

 In this episode will will cover: What is financial independence? Why reach for it and how to do it? How much do you need to reach financial independence? I will also talk about strategies that you can start implementing today to begin this journey and/or to speed it up if you are already on [...]

By |2020-02-01T13:02:47-06:00February 1st, 2020|Podcast|0 Comments

#1 – Goals and Values

Welcome to Peeling Back Money and Life Episode #1. To kick off this podcast we are going to talk about our goals and values of money and life. We will be covering the following: About me and my background as your host. What do you value in life? What

By |2020-03-03T06:12:38-06:00January 19th, 2020|Podcast|0 Comments