The Wealth and Income Podcast

Episode 241 - When Bucket and Flow Strategies Meet

Join us as we look at a new way to incorporate inheritance into an income plan.  We had the opportunity to help a family exit their business earlier than they thought possible, still get the income they need, and grow the legacy they were given for the next generation.

Episode 240 - Clarity, Confidence, and Connections with Andrea Engstrom

Join us for a conversation with Andrea Engstrom as we talk about the importance of clarity, confidence and connections when it comes to growing your business and your wealth.

 

Andrea's Bold Mastermind - https://andreaengstrom.com/

Episode 239 - Investment Strategy for a Chaotic World

Join us as we walk through mindset and strategy when it comes to setting up investment accounts.  We also dive into how a diversity of style can enhance your diversity in assets.

Episode 238 - Ernst and Young vs Dave Ramsey: What Is the Best Way To Create Income in Retirement?

Join us as we review an article from Ernst and Young that demonstrates the power of a retirement plan focused on income and multiple asset classes coordinated together.

E&Y Article: How insurance and investments can improve financial wellness

Episode 237 - The Big Squeeze: When Price Inflation Meets a Level Income

Join us as we examine the pressure many families have faced over the last 40 years. Prices have been climbing, but wages have not always kept pace. We will also discuss the renewed importance of having an efficient system and making every dollar do multiple jobs.

Episode 236 - When the Worst Happens and the Plan Needs To Pivot

Join us as we walk through a tough client story about how planning for income at retirement had to pivot to planning for options and income today. We explore two universal truths: First, money is simply a tool to get what we need. Second, a mindset and strategies centered around flexibility and income are paramount when the unexpected shows up uninvited.

Episode 235 - Trick Yourself Into Saving so You Never Need a Budget Again

The hardest part of building wealth is convincing yourself to save money - just like the hardest part of getting healthy is convincing yourself to go to the gym. If you woke up already at the gym, you’d be fit in no time. David Mozeika, the owner and visionary behind the Currence System, joins us to talk about cracking the code to saving more without feeling a sense of deprivation.

Episode 234 - Cash Flow Optimization – the Magic of Defense AND Offense

Our discussion with Howard Polansky, owner of Financially Led--Join us as we walk through the harrowing experience that got him out of a career he dreaded and into a life built around teaching.  Learn about his simple process of increasing the velocity of cash through your financial system to get rid of debt faster without having to go on a starvation budget and getting to the offensive side of planning faster and with less stress.

Episode 233 - Was the 401(k) a Mistake?

Join us as we break down the key findings and point out some of the misses from a podcast recorded earlier this week about the history of 401Ks, where they win, and where they fail.

Episode 232 - What Happens When the Worst Happens?

When the worst-case scenario in life occurs, how do you know how much life insurance is the right amount?