Beyond the Balance: 6 Common Money Myths (And What Actually Matters)

Beyond the Balance: 6 Common Money Myths (And What Actually Matters)

In this episode of Beyond the Balance, Jeb Bowie and Miller Hoffman tackle 6 common money myths that can quietly derail financial progress. From taxes and dividends to diversification, Social Security, debt, and the “Magnificent 7” stocks, they break down what people often get wrong — and what actually matters when building a thoughtful financial plan.

If you’ve ever wondered whether paying the least taxes is always best, if dividends are really free money, or when to claim Social Security, this conversation is for you.

Practical, honest, and designed to cut through the noise — this episode is all about helping you make smarter long-term decisions with more clarity and confidence.

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Episoder(37)

Back to School Money Talk: A Teen's Take on Budgeting, Saving & AI with Jack Adkins

Back to School Money Talk: A Teen's Take on Budgeting, Saving & AI with Jack Adkins

This month's theme is back to school, so we flipped the script and put a high schooler in the guest chair. Jack Adkins just wrapped up his summer internship at TradeWinds, and before that, he was figu...

19 Aug 23min

Beyond the Balance: Building Independence, Betting on Yourself, and Redefining Wealth with Tim Whitney

Beyond the Balance: Building Independence, Betting on Yourself, and Redefining Wealth with Tim Whitney

In this episode of Beyond the Balance, Mike Manganillo sits down with Tim Whitney, founder and CEO of TradeWinds to explore what it really takes to bet everything on independence.Tim shares his path f...

22 Jul 29min

Beyond the Balance: Patrick Stacy on Analytics, Roster Building & Being a Girl Dad

Beyond the Balance: Patrick Stacy on Analytics, Roster Building & Being a Girl Dad

From Moneyball-obsessed finance student to NC State's Assistant General Manager, Patrick Stacy's path into college basketball is anything but traditional. In this episode of Beyond the Balance, host R...

8 Jul 35min

Beyond the Balance: Abha Bowers on Reinvention, Resilience & Living Your Four Fs

Beyond the Balance: Abha Bowers on Reinvention, Resilience & Living Your Four Fs

What does it take to walk away from a CEO title and leap into something entirely different? In this episode of Beyond the Balance, host Mike Manganillo sits down with Abha Bowers: 20-year marketing ve...

24 Jun 26min

Beyond the Balance: Tim Humphrey on Reinvention, Resilience & Finding Your Purpose

Beyond the Balance: Tim Humphrey on Reinvention, Resilience & Finding Your Purpose

Tim Humphrey went from 200 rejection letters and a $13.50/hr IBM co-op to Chief Analytics Officer and then walked away from it all to become a Provost at Wake Tech. In this episode, the NC State alum ...

10 Jun 1h 13min

Beyond the Balance: Marc Campbell on Pivots, Priorities & Dream Lives

Beyond the Balance: Marc Campbell on Pivots, Priorities & Dream Lives

What does it take to walk away from your dream job and discover a better one on the other side?In this episode of Beyond the Balance, host Ralston sits down with Marc Campbell, a former UNC Tar Heel a...

20 Mai 40min

Beyond the Balance: From Endurance to Excellence - Performance, Resilience & Wellbeing with Bill Coppel

Beyond the Balance: From Endurance to Excellence - Performance, Resilience & Wellbeing with Bill Coppel

Host Mike Manganillo welcomes Bill Coppel, Chief Client Growth Officer at Trade PMR, for a candid conversation about what really drives meaningful growth in wealth management. With over three decades ...

6 Mai 19min

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