Канал: Plan Wisely

Episode 70: Mental Frameworks for Making Better Financial Decisions

Episode 70: Mental Frameworks for Making Better Financial Decisions

Episode 69: From Business to Household CFO: Financial Wisdom with Carey Wallace

Episode 69: From Business to Household CFO: Financial Wisdom with Carey Wallace

Episode 68: How to Maximize the Value of Your Insurance Agency

Episode 68: How to Maximize the Value of Your Insurance Agency

Episode 67: Build Lasting Financial Security: Embrace These 3 Essential Habits

Episode 67: Build Lasting Financial Security: Embrace These 3 Essential Habits

Episode 66: Do I Need a Bookkeeper? with Jeremiah Bradley

Episode 66: Do I Need a Bookkeeper? with Jeremiah Bradley

Episode 65: 3 Money Strategies to Teach Your Kids

Episode 65: 3 Money Strategies to Teach Your Kids

Episode 64: Am I Getting a Good Deal in My Marriage? with Dr. Matt Morris

Episode 64: Am I Getting a Good Deal in My Marriage? with Dr. Matt Morris

Episode 63: Security, Hope and Significance: The True Value of Mothers

Episode 63: Security, Hope and Significance: The True Value of Mothers

Episode 62: Margin, Seasons, & Values. Work-Life Balance in Perspective.

Episode 62: Margin, Seasons, & Values. Work-Life Balance in Perspective.

Episode 61: S-Corp vs. LLC: Which Is Best for My Company?

Episode 61: S-Corp vs. LLC: Which Is Best for My Company?

Episode 60: Understanding the Dow Jones, S&P 500, and Nasdaq Composite

Episode 60: Understanding the Dow Jones, S&P 500, and Nasdaq Composite

Champion People With Jeff Roy

Champion People With Jeff Roy

Paying for College With Christen Arafeh

Paying for College With Christen Arafeh

Leave the World Better Than How You Found It With Vonda Copeland

Leave the World Better Than How You Found It With Vonda Copeland

Surprise and Delight With Erin Richardson

Surprise and Delight With Erin Richardson

Basics of Estate Planning for Everyone with Ryan McBride

Basics of Estate Planning for Everyone with Ryan McBride

Serving Veterans With Rob Bowen

Serving Veterans With Rob Bowen

Going Where Others Won’t With Mohamad Momin

Going Where Others Won’t With Mohamad Momin

Making Each Other Better

Making Each Other Better

Changing lives through swimming with Margaret Rutherford

Changing lives through swimming with Margaret Rutherford

Welcome to America with Michael Overstreet

Welcome to America with Michael Overstreet

12 Things Erik and Xavier Are Doing to Better Their Finances in 2024

12 Things Erik and Xavier Are Doing to Better Their Finances in 2024

Always be giving with Gertha Jean

Always be giving with Gertha Jean

“My heart is smiling,” with Chris Paradiso

“My heart is smiling,” with Chris Paradiso

What will the stock market do in 2024? with Phil Blancato

What will the stock market do in 2024? with Phil Blancato

“Give To Others” with Billy Wagner

“Give To Others” with Billy Wagner

Income Is Not Wealth. Wealth Is Not Income. w/ David Carothers

Income Is Not Wealth. Wealth Is Not Income. w/ David Carothers

Impacting Community Through Giving With Inman Houston

Impacting Community Through Giving With Inman Houston

College Financing: Mastering FASFA, 529s & Essential Planning Tips with John Hupalo

College Financing: Mastering FASFA, 529s & Essential Planning Tips with John Hupalo

Taking Flyte and Changing Lives Through Financial Literacy With Alex Bigbie

Taking Flyte and Changing Lives Through Financial Literacy With Alex Bigbie

Prepare, Don't Predict. Surviving Uncertain Markets.

Prepare, Don't Predict. Surviving Uncertain Markets.

Bánh Mìs, Daiquiris & Celebrating Financial Milestones

Bánh Mìs, Daiquiris & Celebrating Financial Milestones

Bad financial advice #shorts

Bad financial advice #shorts

Taking the time to invest #shorts

Taking the time to invest #shorts

How Often Do You Think About the Roman Empire How They Viewed Wealth #romanempire

How Often Do You Think About the Roman Empire How They Viewed Wealth #romanempire

The passion to start something new #shorts

The passion to start something new #shorts

Money in pharmacy school #shorts

Money in pharmacy school #shorts

What you can't learn in school #shorts

What you can't learn in school #shorts

Liquidity and Small Business #shorts

Liquidity and Small Business #shorts

The irony of discussing financial advice on social media #shorts

The irony of discussing financial advice on social media #shorts

The desirability of company #shorts

The desirability of company #shorts

#GirlMath…Come On Man!

#GirlMath…Come On Man!

Relationships and life satisfaction #shorts

Relationships and life satisfaction #shorts

Talking about money #shorts

Talking about money #shorts

Financial literacy and becoming an orthopedist #shorts

Financial literacy and becoming an orthopedist #shorts

The daily disciplines, and the virtue of showing up #shorts

The daily disciplines, and the virtue of showing up #shorts

Erik’s mistake #shorts

Erik’s mistake #shorts

Xavier’s mistake #shorts

Xavier’s mistake #shorts

8 Reasons Business Owners Should Diversify Their Wealth

8 Reasons Business Owners Should Diversify Their Wealth

The Power of Simple in Financial Planning

The Power of Simple in Financial Planning

A Fresh Take on Budgeting…Even Millionaires Do It

A Fresh Take on Budgeting…Even Millionaires Do It

Be careful who to share your goals with #shorts

Be careful who to share your goals with #shorts

Operate with the end in mind #shorts

Operate with the end in mind #shorts

The accountability of a household CFO #shorts

The accountability of a household CFO #shorts

Emotions in your portfolio #shorts

Emotions in your portfolio #shorts

The 2008 Accord Strikes Back! #shorts

The 2008 Accord Strikes Back! #shorts

Reasons to Share Your Goals

Reasons to Share Your Goals

The bear trap story #shorts

The bear trap story #shorts

Time is on your side #shorts

Time is on your side #shorts

Teaching your children early #shorts

Teaching your children early #shorts

Ulterior motives and conflicts of interest #shorts

Ulterior motives and conflicts of interest #shorts

Southern Louisiana slang #shorts

Southern Louisiana slang #shorts

Common Sense Money with Daniel Prudhomme

Common Sense Money with Daniel Prudhomme

Erik reads poetry #shorts

Erik reads poetry #shorts

Personal finance is personal #shorts

Personal finance is personal #shorts

Car jealousy #shorts

Car jealousy #shorts

Can you afford cashflowing that much to life insurance? #shorts

Can you afford cashflowing that much to life insurance? #shorts

Xavi's Spanish name #shorts

Xavi's Spanish name #shorts

I Got No Car Note! II

I Got No Car Note! II

How do we replace stopped income? #shorts

How do we replace stopped income? #shorts

The importance of values in college planning #shorts

The importance of values in college planning #shorts

Erik is NOT telling you to ditch life insurance #shorts

Erik is NOT telling you to ditch life insurance #shorts

Conversations around college planning #shorts

Conversations around college planning #shorts

Post-college expenses #shorts

Post-college expenses #shorts

Education Planning: Xavier’s Story

Education Planning: Xavier’s Story

Erik's 4th pillar #shorts

Erik's 4th pillar #shorts

What Xavier wishes he knew #shorts

What Xavier wishes he knew #shorts

Target living below your means #shorts

Target living below your means #shorts

What Erik wishes he knew #shorts

What Erik wishes he knew #shorts

Unnecessary, additional debt #shorts

Unnecessary, additional debt #shorts

Advice to graduating pharmacists #shorts

Advice to graduating pharmacists #shorts

Building Wealth and Advice - Erik and Xavier Weigh In

Building Wealth and Advice - Erik and Xavier Weigh In

When college loans just happen #shorts

When college loans just happen #shorts

Making financial planning accessible #shorts

Making financial planning accessible #shorts

Borrowing money, eyes wide open #shorts

Borrowing money, eyes wide open #shorts

Being a profitable pharmacist #shorts

Being a profitable pharmacist #shorts

Pharmacy and Owning Your Own Business with Jeff Rodriguez

Pharmacy and Owning Your Own Business with Jeff Rodriguez

Disability is often illness #shorts

Disability is often illness #shorts

Does money buy happiness? #shorts

Does money buy happiness? #shorts

You have options with your liquid money! #shorts

You have options with your liquid money! #shorts

Why are consumer prices increasing? #shorts

Why are consumer prices increasing? #shorts

Your partner, the IRS #shorts

Your partner, the IRS #shorts

The Household CFO with Dr. Sarah Fallaw

The Household CFO with Dr. Sarah Fallaw

What are colleges looking for? #shorts

What are colleges looking for? #shorts

Kids ask about finance too! #shorts

Kids ask about finance too! #shorts

The rule of thumb about college debt #shorts

The rule of thumb about college debt #shorts

How does freedom come from denial? #shorts

How does freedom come from denial? #shorts

Strawberry blues in NYC #shorts

Strawberry blues in NYC #shorts

College Loans and Financial Aid with John Hupalo

College Loans and Financial Aid with John Hupalo

Real estate is not liquidity #shorts

Real estate is not liquidity #shorts

Your "Oh Crap" Account #shorts

Your "Oh Crap" Account #shorts

Alaskan homesteading #shorts

Alaskan homesteading #shorts

You've got to fight for your margin #shorts

You've got to fight for your margin #shorts

What is liquidity? #shorts

What is liquidity? #shorts

Liquid Assets and What They Do For You

Liquid Assets and What They Do For You

Physical jobs take a physical toll #shorts

Physical jobs take a physical toll #shorts

Take the match! #shorts

Take the match! #shorts

Insurance is like a parachute pack #shorts

Insurance is like a parachute pack #shorts

Emotion as the lack of a process #shorts

Emotion as the lack of a process #shorts

When you want it good, you need it bad #shorts

When you want it good, you need it bad #shorts

Be skeptical and cynical #shorts

Be skeptical and cynical #shorts

Invest in relationships #shorts

Invest in relationships #shorts

Life insurance is NOT a replacement for traditional retirement plans #shorts

Life insurance is NOT a replacement for traditional retirement plans #shorts

If you can't pay for it twice, you can't afford it #shorts

If you can't pay for it twice, you can't afford it #shorts

The Work Optional account and Quit in Place #shorts

The Work Optional account and Quit in Place #shorts

Social Media and Financial Advice

Social Media and Financial Advice

Relationships are necessary #shorts

Relationships are necessary #shorts

The magnifying glass of emotions #shorts

The magnifying glass of emotions #shorts

How relationships grow and change over time #shorts

How relationships grow and change over time #shorts

Understand the game you're playing #shorts

Understand the game you're playing #shorts

How the Ten Tenets fit #shorts

How the Ten Tenets fit #shorts

The 10 Tenets of Relationships as According to Dr. Matt Morris

The 10 Tenets of Relationships as According to Dr. Matt Morris

Buying experiences #shorts

Buying experiences #shorts

Taxes on your financial farming #shorts

Taxes on your financial farming #shorts

Erik's Stuff About Money highlights #shorts

Erik's Stuff About Money highlights #shorts

You can't beat the credit company #shorts

You can't beat the credit company #shorts

Podcasting errors and growth #shorts

Podcasting errors and growth #shorts

Farewell, 2022, and Hello, 2023!

Farewell, 2022, and Hello, 2023!

Required Minimum Distribution changes #shorts

Required Minimum Distribution changes #shorts

The downside of minimum payments #shorts

The downside of minimum payments #shorts

What Vinny wishes he knew about money #shorts

What Vinny wishes he knew about money #shorts

Interest is an interesting thing #shorts

Interest is an interesting thing #shorts

Secure Act 2.0 #shorts

Secure Act 2.0 #shorts

Secure Act 2.0 Impact on Business Retirement Planning with Vinnie Allard, AIF®

Secure Act 2.0 Impact on Business Retirement Planning with Vinnie Allard, AIF®

The financial literacy gap #shorts

The financial literacy gap #shorts

Silver bullets and emotions leaving the classroom #shorts

Silver bullets and emotions leaving the classroom #shorts

The diverse range of financial experiences #shorts

The diverse range of financial experiences #shorts

The fear of money and pressures of student debt #shorts

The fear of money and pressures of student debt #shorts

Financial Literacy and Leaving the Classroom with The Great Teacher Resignation

Financial Literacy and Leaving the Classroom with The Great Teacher Resignation

Learning, struggling, and growth #shorts

Learning, struggling, and growth #shorts

Down markets: Get out? Or get in? #shorts

Down markets: Get out? Or get in? #shorts

Learning to swim without a pool #shorts

Learning to swim without a pool #shorts

Make $5, spend $2, save $3 #shorts

Make $5, spend $2, save $3 #shorts

Keeping a ledger at a young age #shorts

Keeping a ledger at a young age #shorts

“If It’s to Be, It’s Up to Me”, Visioning and Role Modeling With Daniel Seong

“If It’s to Be, It’s Up to Me”, Visioning and Role Modeling With Daniel Seong

Different financial skillsets in marriage #shorts

Different financial skillsets in marriage #shorts

Department store credit cards #shorts

Department store credit cards #shorts

Row together and plan for a lifetime #shorts

Row together and plan for a lifetime #shorts

The rising tide of the market #shorts

The rising tide of the market #shorts

Taking student loans #shorts

Taking student loans #shorts

7 Financial Issues You Should Discuss Before Getting Married with Jessica Burke

7 Financial Issues You Should Discuss Before Getting Married with Jessica Burke

"Hands On" Accounting #shorts

"Hands On" Accounting #shorts

Chessboards and exponential growth #shorts

Chessboards and exponential growth #shorts

What impacts the cost of a wedding most? #shorts

What impacts the cost of a wedding most? #shorts

Social Indifference and Pressure #shorts

Social Indifference and Pressure #shorts

The "fidgets" economy #shorts

The "fidgets" economy #shorts

You, your wedding, and Great Aunt Sally #shorts

You, your wedding, and Great Aunt Sally #shorts

Financial Decisions You’ll Have to Make for Your Wedding with Jessica Burke

Financial Decisions You’ll Have to Make for Your Wedding with Jessica Burke

Tax-conscious saving #shorts

Tax-conscious saving #shorts

"One Size Fits All" #shorts

"One Size Fits All" #shorts

Excessive worrying takes its toll #shorts

Excessive worrying takes its toll #shorts

Spending Money #shorts

Spending Money #shorts

How much can you save? #shorts

How much can you save? #shorts

Financial surfing #shorts

Financial surfing #shorts

The market works things out, but it's still scary #shorts

The market works things out, but it's still scary #shorts

Inflation, Recession, Mid-term Elections and the Market with Kevin Caron

Inflation, Recession, Mid-term Elections and the Market with Kevin Caron

Is it too late to start saving? #shorts

Is it too late to start saving? #shorts

Patience #shorts

Patience #shorts

Inherited financial habits #shorts

Inherited financial habits #shorts

How much house can you REALLY afford? #shorts

How much house can you REALLY afford? #shorts

The myth of "machismo" entrepreneurship #shorts

The myth of "machismo" entrepreneurship #shorts

Gardening #shorts

Gardening #shorts

Mistakes and Vulnerability #shorts

Mistakes and Vulnerability #shorts

5 Common Financial Mistakes

5 Common Financial Mistakes

Unavoidable risk #shorts

Unavoidable risk #shorts

Meat, potatoes, and dessert #shorts

Meat, potatoes, and dessert #shorts

Compound interest: That thing on the blackboard #shorts

Compound interest: That thing on the blackboard #shorts

Money as a thermometer #shorts

Money as a thermometer #shorts

Don’t put all of your eggs in one pocket #shorts

Don’t put all of your eggs in one pocket #shorts

7 Things That 401k Investors Should Know

7 Things That 401k Investors Should Know

Life insurance is NOT one size fits all. #shorts

Life insurance is NOT one size fits all. #shorts

Lock in the loss? #shorts

Lock in the loss? #shorts

Why Erik is cold on Dave Ramsey #shorts

Why Erik is cold on Dave Ramsey #shorts

Three things to do to take advantage of compound interest #shorts

Three things to do to take advantage of compound interest #shorts

The Most Exciting Holiday Ever (Life Insurance Awareness Month) #shorts

The Most Exciting Holiday Ever (Life Insurance Awareness Month) #shorts

Does Life Insurance Destroy Wealth or Build It?

Does Life Insurance Destroy Wealth or Build It?

Making planning central #shorts

Making planning central #shorts

Ego and living the Instagram lie #shorts

Ego and living the Instagram lie #shorts

How to be a good golfer #shorts

How to be a good golfer #shorts

Does teaching pair with other industries? #shorts

Does teaching pair with other industries? #shorts

The Plan Wisely ethos, or why Xavier merged #shorts

The Plan Wisely ethos, or why Xavier merged #shorts

Is a Financial Advisor Worth It?

Is a Financial Advisor Worth It?

Intentionality in cashflow #shorts

Intentionality in cashflow #shorts

Should've, should've, should've #shorts

Should've, should've, should've #shorts

Elevation of education #shorts

Elevation of education #shorts

Modeling behavior for kids #shorts

Modeling behavior for kids #shorts

Joint finances for newlyweds #shorts

Joint finances for newlyweds #shorts

The Intersection of Insurance, Entrepreneurship, and Trust with Bradley Flowers

The Intersection of Insurance, Entrepreneurship, and Trust with Bradley Flowers

When Should I Teach My Kids About Money? With Dr. Roy Salgado

When Should I Teach My Kids About Money? With Dr. Roy Salgado

Money & Happiness with Business Professor Rob Lalka

Money & Happiness with Business Professor Rob Lalka