The Wealth and Income Podcast

Episode 201 - Entrepreneur’s Game

This week, Mary and Eric discuss managing entrepreneurial finances from a creative perspective rather than crowdsourcing your strategies and building your financial plan by consensus. Are you playing an entrepreneur's game with W2 strategies?

Episode 200 – Your Financial Scorecard

Mary and Eric discuss financial scorecards using mindset, strategy, and tools to help establish a financial roadmap based on personal values, success, and happiness principles. It’s hard to be patient without a plan, and by building a tailored scorecard, you can more easily track progress towards your end goals.

Episode 199 - Financial Education vs. Financial Advice and an Introduction to Acorn Grove

Mary and Eric discuss the nuances of financial education and financial advice. Then Eric shares his new educational enterprise, Acorn Grove, including plans for mastermind and accelerator groups to broaden and expand access to financial education.

Episode 198-Importance of Fulfilling Work

One of my hero’s is Zig Ziglar.  He had hundreds of quotes about money and life.  One of the most insightful is “money won’t make you happy . . . but everybody wants to find out for themselves”.   This is so true and I have seen it show up in my life and the lives of so many clients over the years that it is almost a cliche.  The pursuit of the all mighty dollar is not a bad thing, as Zig says,  “Money isn’t the most important thing in life, but it’s reasonably close to oxygen on the ‘gotta have it’ scale”.  The problem is that sometimes the primary criteria for deciding what work we do, is how much it pays and the potential opportunity.  If that is our primary focus we may end up doing work that pays well but is ultimately unfulfilling.  The key is to find that balance and remember that wealth building is a marathon, not a sprint.  And a key aspect of staying in the race is doing work that is deeply fulfilling and meaningful.  Join us today as we talk about the the book Wanting by Luke Burgis and the importance of fulfilling work when it comes to staying in the game of building a future.

Episode 197-Myths about Life Insurance Part 3

It is fairly common when talking about retirement for words like equity, bond, 401k, and Roth IRA to all be a part of the conversation.  However, when the idea of insurance as one of the assets that can be used in planning, we often see a “skip in the record” in the client's mind.  Inevitably, the next words that come out typically start with something like, “But I heard . . . . “.   For whatever reason, insurance as an asset and a tool tends to come with a fair number of myths and half-truths.  In this episode, we are going to walk through and debunk some of the most common myths about life insurance.  

Episode 197-Myths about Life Insurance Part 2

It is fairly common when talking about retirement for words like equity, bond, 401k, and Roth IRA to all be a part of the conversation.  However, when the idea of insurance as one of the assets that can be used in planning, we often see a “skip in the record” in the client's mind.  Inevitably, the next words that come out typically start with something like, “But I heard . . . . “.   For whatever reason, insurance as an asset and a tool tends to come with a fair number of myths and half-truths.  In this episode, we are going to walk through and debunk some of the most common myths about life insurance.  

Episode 196-Myths about Life Insurance

It is fairly common when talking about retirement for words like equity, bond, 401k, and Roth IRA to all be a part of the conversation.  However, when idea of insurance as one of the assets that can be used in planning, we often see a “skip in the record” in the client's mind.  Inevitably, the next words that come out typically start with something like, “But I heard . . . . “.   For whatever reason, insurance as an asset and a tool tends to come with a fair number of myths and half truths.  In the next three episodes, we are going to walk through and debunk some of the most common myths about life insurance.  

Episode 195-Enneagram Episode 8: Risk & Uncertainty

When it comes to building wealth and managing risk, we like to believe we have ice in our veins. In our experience, very few are immune to the effects of uncertainty. Yet risk, uncertainty, and our reactions to it can be a major factor in our ability to build wealth. Join us for the final episode as Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about the Enneagram system how each type handles volatility.

Ian Morgan Cron is a renowned teacher of the Enneagram, the bestselling author of The Road Back to You and The Story of You, an Episcopal priest, a speaker, and a trained psychotherapist.

Assessment: iEQ9 Couples Assessment or iEQ9 Individual Assessment.

Discount code:  BENCHMARK to receive 20% off any assessment. 

Episode 194-Enneagram Episode 7: What is my Legacy

One of the most critical and transformational conversations you can have is also the one that tends to get overlooked the most. That is the conversation around legacy. When you know what makes you truly fulfilled and when you become clear on your purpose, it can bring power and direction to the day to day like nothing else can.

Join us for week 7 of 8 as Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about the Enneagram system and legacy.

Ian Morgan Cron is a renowned teacher of the Enneagram, the bestselling author of The Road Back to You and The Story of You, an Episcopal priest, a speaker, and a trained psychotherapist.

Assessment: iEQ9 Couples Assessment or iEQ9 Individual Assessment.

Discount code:  BENCHMARK to receive 20% off any assessment. 

 

Episode 193- Enneagram Episode 6: What is the purpose of money, why do we work.

It has been said that money is simply a tool to get what you need. Yet very often we give money more power and influence over our lives than it deserves. Join us for week 6 of 8 as Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about the the key questions each enneagram type needs to explore. Why do we work, how do we look at money, and how should we approach building wealth?

Ian Morgan Cron is a renowned teacher of the Enneagram, the bestselling author of The Road Back to You and The Story of You, an Episcopal priest, a speaker, and a trained psychotherapist.

Assessment: iEQ9 Couples Assessment or iEQ9 Individual Assessment.

Discount code:  BENCHMARK to receive 20% off any assessment.