Rich Habits Podcast

Zaid Admani, host of the Rundown podcast by Public, joins the conversation to share his expertise on investing. They dive into high-yield investments, emphasizing the importance of diversifying income sources like Roth IRAs. The discussion shifts to financial planning for families, highlighting strategies for children’s futures and the delicate balance between personal and family finances. Zaid also underscores the power of mentorship in financial growth, making this a must-listen for anyone interested in smart investing and community support.

Discover how to turn small ideas into profitable businesses with key market research tips. Learn to establish a strong online presence through effective website management and social media strategies. Gain insights into launching a brand in today's market with smart competition research and strategic marketing, including TikTok partnerships. Explore strategic financial management and alternative investments, including art and real estate, to maximize growth and mitigate risks. Make your entrepreneurial dreams a reality with actionable advice and real-life experiences.

Dive into a lively Q&A that tackles financial resilience against the 'September slump' and the necessity of long-term care insurance. Discover retirement optimization strategies, including rolling over old 401(k)s and the advantages of backdoor Roth IRAs. Explore the intricacies of managing taxes for expatriates while maximizing contributions. The discussion also emphasizes the benefits of consistent investing and community engagement, showcasing how small actions can lead to significant financial growth.

Karlton Dennis, a savvy tax strategist and YouTube sensation, shares invaluable insights on reducing tax burdens. He discusses proactive tax strategies tailored for various income levels, empowering listeners to optimize their financial situations. Key topics include the benefits of S corporations for high earners, important updates from recent tax reforms, and unique savings plans like the 'Trump account' for children's funds. With practical advice and real-life examples, he illustrates how savvy tax planning can lead to significant wealth building.

The discussion kicks off with the tricky topic of when to talk about finances in romantic relationships, emphasizing the importance of open communication. They also provide valuable insights into retirement savings, highlighting strategies for young investors. Listeners learn about navigating debt while prioritizing savings and the potential pitfalls of certain insurance products. The hosts offer advice on saving for a duplex down payment and explore career growth opportunities even at later stages, encouraging smart financial planning.

Sahil Bloom, an entrepreneur and founder of SRB Ventures, shares his insights on wealth beyond mere finances. He introduces his framework of the five types of wealth: time, social, mental, physical, and financial. Bloom emphasizes the importance of broadening our understanding of wealth to include emotional and relational aspects. The discussion also highlights the need for actionable steps in personal growth, tackling self-limiting beliefs, and fostering a resilient mindset for success.

Dive into insightful discussions on preparing for economic downturns and handling financial windfalls. Explore the debate of whether to pay off car loans or invest instead, highlighting strategies for long-term growth. Understand the importance of a diversified portfolio amid market volatility and learn about effective techniques like dollar-cost averaging. The conversation also covers practical tips for updating job materials and leveraging connections during uncertain times, ensuring financial preparedness and stability.

The hosts share transformative habits that helped them reach their first $1M. They emphasize tracking earnings and spending as crucial for financial awareness. Strategic investing and frugality are highlighted as keys to wealth. A listener's aspiration to buy a lake house sparks a discussion on balancing savings and investments. Additionally, the importance of financial unity in relationships and smart debt management is explored for achieving long-term independence. Tune in for practical tips and motivational insights!

The hosts dive into listener questions, unveiling a new Q&A segment that enhances financial literacy. They explore smart investment strategies, highlighting diversification with cryptocurrency and precious metals. Homeownership for various ages is dissected, offering financial insights for retirement planning. The importance of mastering ROI calculations is emphasized, along with practical strategies for saving and education. Young investors receive tips on using a 5% down mortgage and leveraging rental income for greater financial stability.

Troy Cates and Garrett Pellella, fund managers at NEOS Investments, delve into their predictions for the second half of 2025. They discuss the booming IPO market and the potential for stock volatility. Troy shares insights on NEOS ETFs designed for efficient income generation, while Garrett highlights tax-efficient strategies for income-based investing. The conversation also touches on interest rate impacts on real estate and the rising interest in cryptocurrencies, providing valuable insights for investors looking to navigate a shifting economic landscape.