The Wealth and Income Podcast

Episode 246 - Spicy Markets & Steady Strategies: How to Handle Volatility Without Losing Your Cool

Markets got spicy—and not in the fun way. After a turbulent few days on Wall Street, Mary Lyons, The Wealth Woman, and Eric Alexander break down what’s really happening in the markets—and what investors should keep in mind when fear kicks in. From circuit breakers to emotional decision-making, they explore how to stay grounded through market swings, manage portfolio risk, and keep your long-term strategy on track.

Episode 245 - How Much Insurance Is Enough?

In this episode of the Wealth and Income Podcast, hosts Mary, Lyons, The Wealth Woman, and Eric Alexander explore a critical but often overlooked aspect of financial planning: protection first—discussing why safeguarding wealth is just as essential as growing it.

Learn how life insurance, financial security strategies, and the concept of "human economic value" can protect your loved ones and ensure long-term stability. Whether you're new to financial planning or reevaluating your strategy, this episode provides actionable insights to help you build a solid financial foundation.

Tune in now to master the protection first mindset and achieve true financial peace of mind.

Rewind: Episode 238 - EY Shows How Traditional Planning Is Flawed

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 244 - How to Get on The Same Page About Money

Mary Lyons, The Wealth Woman, and Eric Alexander discuss key conversations to have with your significant other when it comes to money. Part financial education, part therapy, these points will help you avoid common pain points and provide tools to navigate disagreements to find alignment and eliminate a key source of stress for many couples. 

Episode 243 - Three Questions for Your Advisor

This week, we explore three essential questions you should be asking your advisor—are you leaving money on the table? Mary Lyons, The Wealth Woman, and Eric Alexander reveal key financial oversights that many advisors miss, potentially costing you valuable income opportunities.

Episode 242 - Time Management Beyond Productivity

In this episode, hosts Mary Lyons and Eric Alexander are back with transformative insights gained from Oliver Burkeman's book, 4,000 Weeks: Time Management for Mortals. They explore the concept of time management beyond productivity, emphasizing how life's finite nature necessitates intentionality in choosing what truly matters. Through personal anecdotes and practical advice, they touch on themes like strategic neglect, the pitfalls of hustle culture, aligning actions with values, and finding joy in missing out (JOMO). They advocate for a balanced approach to life and financial planning that prioritizes fulfillment and meaningful living over mere accumulation of wealth.

Rewind: Episode 117 - Money Dynamics Between Couples with Dr. Ryan Holliman

Ahead of Valentine's Day this week, we're revisiting our discussion about money dynamics between couples, focused on how you can learn to speak openly and honestly about money — with Dr. Ryan Holliman, owner and clinician at Dallas Psychotherapy, PLLC.

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.