Episode 144: How Young Families Can Achieve Financial Freedom with Joe Okaly

Episode 144: How Young Families Can Achieve Financial Freedom with Joe Okaly

In Episode 136 I talked about how important it is to start planning and investing for your financial future as soon as possible, preferably in your 20s. Even if you can't put aside that much initially, that money has the maximum growth potential between now and retirement.

But young families face some unique challenges that can make it difficult to "pay yourself first" (and not all the bills that fall due every month). That's why in this episode of the podcast I talk to Joe Oakley, a Certified Financial Planner with a young family to talk about how it can be done!

In this episode you will learn:

  • The Financial Challenges That Face Young Families
  • The Biggest Financial Mistakes Families Make
  • The Most Important Steps to Financial Freedom for Young Families
  • The Importance of Life and Disability Insurance
  • Why Financial Mindset is So Important

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Episode 247: Hidden Retirement Planning Risks with Chris Maduri

Episode 247: Hidden Retirement Planning Risks with Chris Maduri

Most people know that there is some risk to investing and retirement planning. In fact, "Risk Tolerance" for the investor is a key factor in deciding where to put your money. But most people don't kno...

24 Apr 39min

Episode 246: Precious Metal Investing for Everyone with Kristen Nagle

Episode 246: Precious Metal Investing for Everyone with Kristen Nagle

Diversity in your investments and savings for retirement (and your efforts to achieve long term financial freedom) is very important. It's key to minimizing risk and maximizing return. Lately, preciou...

10 Apr 26min

Episode 245: A Wealth Blueprint for Gen Z with Jack Campbell

Episode 245: A Wealth Blueprint for Gen Z with Jack Campbell

Each generation has a different approach to money, saving, retirement, and what it means to be financially free and secure. So strategies for starting on that journey can vary quite a bit, and Gen Z i...

27 Mars 44min

Episode 244: Achieving Financial Freedom in 10 Years or Less with Ryan Lee

Episode 244: Achieving Financial Freedom in 10 Years or Less with Ryan Lee

Achieving financial freedom is something people aspire to, but not everyone thinks it is possible. Even those that do think it will take them way too long. For some it means getting out from under deb...

13 Mars 47min

Episode 243: Pre- and Postnuptual Agreements with AllynMarie Smedley

Episode 243: Pre- and Postnuptual Agreements with AllynMarie Smedley

With the engagement of Taylor Swift and Travis Kelce, there's been a lot of talk on social media about prenuptual agreements. But what many people don't know is that these agreements (as well as their...

27 Feb 42min

Episode 242: Building Your Paycheck in Retirement with Laura Rehbein

Episode 242: Building Your Paycheck in Retirement with Laura Rehbein

Most people are focused on the savings part of their retirement planning. They contribute to their 401k, put something into a Roth IRA, and have an emergency fund. But what they often don't think abou...

13 Feb 44min

Episode 241: Knowing the Cost of Raising a Child with Lori Atwood

Episode 241: Knowing the Cost of Raising a Child with Lori Atwood

Having your first child is a wondrous event for a married couple as they start a family. There's lots of celebration surrounding it. But the cost of raising that child after its born is something that...

23 Jan 44min

Episode 240: Investing Like the Ultra-Wealthy with Ben Mohr

Episode 240: Investing Like the Ultra-Wealthy with Ben Mohr

We've all heard the saying: "The rich get richer and the poor get poorer." But why do the rich get richer? Is it just the mindset that "it takes money to make money" or do they know something else tha...

9 Jan 52min

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