Master Your Money and Mindset

Master Your Money and Mindset

Master your Money and Mindset. Barnum Financial group presents a client-facing podcast that answers all your questions about personal finance, the industry and your mindset surrounding money. From trends to the tenants of the business, your host, Elizabeth Hiza will guide you along the way.

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Episoder(63)

How to Handle a Year-End Investment Review

How to Handle a Year-End Investment Review

Episode Description: This is the perfect time of year to pause, take a breath, and check in, not just with yourself, but with your investment portfolio. A lot can happen in twelve months. Markets move...

24 Des 202533min

The Importance of Year-End Tax Planning

The Importance of Year-End Tax Planning

Episode Description: It goes without saying, but we’ll say it anyway, this is one of the most important windows for Year-End Tax Planning. We’re going to discuss how giving a little attention now can ...

17 Des 202527min

5 Rules for Retirement Decisions

5 Rules for Retirement Decisions

Episode Description: Let’s talk about one of the most emotional charged and often confusing parts of financial wellness which is making decisions about your retirement savings. We’re going to go throu...

10 Des 202515min

A Happier, Less Expensive Holiday Season

A Happier, Less Expensive Holiday Season

Episode Description: This episode we are talking about holiday spending. Like everyone else, Elizabeth loves the holiday season, but her fervor is tempered by the countless amounts of money that is sp...

3 Des 202516min

One Big Beautiful Bill Act's Impact on Estate Planning

One Big Beautiful Bill Act's Impact on Estate Planning

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Ma...

1 Okt 202522min

Pulling the Curtain Back on Crypto

Pulling the Curtain Back on Crypto

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Ma...

24 Sep 202532min

Life Insurance in 15 Minutes!

Life Insurance in 15 Minutes!

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Ma...

17 Sep 202517min

(Replay) Why Life Insurance is Peace of Mind

(Replay) Why Life Insurance is Peace of Mind

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Ma...

10 Sep 202514min

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