#022 - Being Poor Sucks: How to Change the Money Beliefs Holding You Back with Dr. Brad Klontz and Adrian Brambila
In this episode of Becoming Work Optional, Matt and Rachael interview Dr. Brad Klontz and Adrian Brambila, discussing their new book "Start Thinking Rich," which explores 21 harsh truths about money. ...
30 Okt 20241h 11min
#021 - Liz Giorgi on Building a Business That Gave Her Financial Freedom in Her 30’s
In this episode of Becoming Work Optional, Matt and Rachael interview Liz Giorgi, Emmy Award winner and CEO of Soona, discussing her entrepreneurial journey, emphasizing the importance of financial pl...
16 Okt 20241h 8min
#020 - What To Do With A Bonus or Windfall
In this episode of Becoming Work Optional, Matt and Rachael discuss what to do when receiving a large bonus or windfall. They emphasize the importance of tax planning and working with a team of profes...
2 Okt 202427min
#019 - The Reality of Dividend Investing
In this episode of Becoming Work Optional, Matt and Rachael delve into the nuances of dividend investing, discussing both its advantages and tax implications. They break down the concept of dividends,...
18 Sep 202424min
#018 - From Bankruptcy to Billionaire: How Ron Carson Overcame a Financial Scarcity Mindset
In this episode, Rachael interviews Ron "Omani" Carson where he shares his journey from a challenging childhood in Nebraska to becoming a successful financial advisor and business owner, emphasizing t...
4 Sep 202459min
#017 - The Shift to Impact Work
In this episode, Rachael and Matt discuss the mindset shift required when transitioning to a fully work optional status. They emphasize the importance of shifting focus from money to impact work and f...
21 Aug 202431min
#016 - Making the Most of Employee Stock Options
Episode Summary:In this episode of the 'Becoming Work Optional' podcast, Matt and Rachael delve into the intricacies of employee stock options, exploring both their benefits and complexities. They pro...
7 Aug 202435min
#015 - Generational Wealth
In this episode, Matt and Rachael discuss the concept of generational wealth and the goals that clients have for helping their children financially. They explore different tools and strategies, such a...
24 Juli 202426min
