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The Personal Finance Podcast

Latest episodes

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Jan 15, 2025 • 46min

How to Find Your Purpose And Build A Life You Love With Jordan Grumet

Jordan Grumet, author of 'The Purpose Code,' shares insights on finding your life purpose and combating purpose anxiety. He discusses the shift from societal expectations to personal joy, emphasizing the value of 'little P purpose' in our daily lives. Grumet highlights the 'achievement treadmill' and how it can detract from true fulfillment. He encourages listeners to embrace intentionality and self-awareness in their journey, revealing that joy often lies in the process rather than the end goals.
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26 snips
Jan 13, 2025 • 57min

25 Things to Do With Your Money In 2025 Part 2

Explore the importance of educating your family about financial safety to guard against scams. Discover how to balance discretionary spending with long-term financial goals while creating wills for effective asset management. Learn strategies to manage holiday spending and tackle debt, especially during the festive season. Emphasize the need for a solid financial foundation through the 136 method and the creation of an emergency fund. Prioritize health and stay informed on financial literacy to build a secure future in 2025.
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40 snips
Jan 8, 2025 • 1h 1min

25 Things to Do With Your Money In 2025 Part 1

Explore effective strategies for financial planning as we approach 2025, focusing on investment and career growth discussions. Discover real estate as a wealth-building tool and learn about platforms like Fundrise and Acorns for accessible investing. Uncover the benefits of high-yield savings accounts and financial automation while utilizing the bucket method. Delve into saving for vacations and the importance of family generosity, alongside creating a giving plan and maximizing retirement savings with Health Savings Accounts.
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12 snips
Jan 6, 2025 • 59min

How to Invest In Yourself and Earn More (THIS YEAR!)

Discover how to invest in yourself for better earnings this year! Learn to identify and fill skill gaps essential for career growth. Explore high-impact skills that align with your goals and master them through structured learning. Uncover the transformative power of reading and mentorship as tools for personal growth. Plus, get tips on negotiating raises and leveraging skills for freelance opportunities. Make this the year you turn aspirations into reality!
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Jan 1, 2025 • 1h

How to Break The Paycheck-to-Paycheck Cycle (IN 2025)

Dive into the journey of breaking free from the paycheck-to-paycheck cycle with practical strategies! Discover effective methods to analyze your spending habits and find hidden funds. Learn how to negotiate expenses, track your budget, and implement cost-saving techniques. Gain insights on building a financial cushion and explore side hustles to enhance your wealth-building activities. Plus, develop skills for negotiating rent and smart grocery shopping to achieve financial freedom!
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8 snips
Dec 30, 2024 • 32min

How to Win With Your Money Goals in 2025

Unlock your financial potential as experts discuss the art of setting clear and achievable money goals for 2025. Discover the significance of time-bound objectives and how they foster accountability. Learn practical strategies to break down large goals into actionable steps and maintain motivation along the way. Explore the benefits of using tools like Fundrise for real estate investments. Plus, get a sneak peek into an upcoming free webinar designed to help you master your financial journey!
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Dec 27, 2024 • 60min

The Biggest Financial Wins of 2024 (Time to Celebrate!)

Listeners share their incredible financial wins, highlighting debt elimination and savings growth. The community’s progress reflects the power of informed investing and financial education. Personal milestones also take center stage, with discussions on health improvements and future aspirations. Stories of triumph inspire others to take control of their finances. Plus, there's a call to action for a free online event aimed at mastering money goals in the coming year. Celebrate the journey towards financial empowerment!
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Dec 25, 2024 • 51min

How to Never Go In Debt During The Holidays Again - Money Q&A

Discover how to avoid holiday debt with proactive budgeting techniques. Learn why it's crucial to treat holiday spending like regular bills and automate your savings. Explore the nuances of emergency funds and the importance of financial education for investors. Delve into the pitfalls of advisor fees and assess whether to maintain your financial advisor. Plus, uncover strategies for managing old 401(k) accounts and safeguarding your finances against identity theft in today's digital landscape.
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Dec 23, 2024 • 36min

Why Everyone Seems to Have More Money Than You (You're Not Behind!)

Feeling financially left behind? Dive into the psychological effects of comparing your wealth to others, especially on social media. Discover the dangers of financial facades and the concept of stealth wealth. Get practical tips for buying cars, managing debt, and investing smartly. Learn to redefine money as a tool for achieving your personal goals while avoiding pitfalls like impulse buying. It's time to focus on your unique financial journey and create your own financial rules!
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Dec 18, 2024 • 39min

What Do I do With an HSA at an Old Employer?! (Plus How to Avoid RMD's) - Money Q&A

Dive into the world of Health Savings Accounts and discover how to manage HSAs left behind at old jobs. Learn practical tips for transferring investments to retirement accounts, and get insights on setting up retirement plans for small businesses. Explore strategies to minimize Required Minimum Distributions, ensuring your retirement funding remains intact. Plus, uncover the benefits of HSAs for both medical expenses and long-term financial planning. Get empowered to make savvy financial decisions!

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