Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money mindfulness, she covers it all, making financial wisdom accessible to everyone.Gain not just knowledge, but also the motivation to apply it in your daily life. It's not just a source of personal finance tips; it’s a daily companion that guides you towards financial independence and savvy money management, all delivered with Diania's trademark enthusiasm and expertise. By focusing on early retirement, financial independence, and saving money, each episode provides you with the tools needed to achieve your financial goals.This podcast is designed for those passionate about personal finance, early retirement, financial independence, and saving money. It’s your go-to source for practical advice on managing your finances, saving money, and working towards early retirement. Each episode offers actionable steps to foster financial independence and secure your financial future.Listen now, and become an OLD friend--your optimal life awaits...
Episodes
Mentioned books
Jan 15, 2023 • 10min
2171: Millionaire Success Habits & How One Simple Change Can Lead To Business Success by Steve Chou
Steve Chou of My Wife Quit Her Job shares millionaire success habits and how one simple change can lead to business success.Episode 2171: Millionaire Success Habits & How One Simple Change Can Lead To Business Success by Steve ChouSteve Chou of My Wife Quit Her Job carries both a bachelors and a masters degree in electrical engineering from Stanford University, but spent a good portion of his graduate education studying entrepreneurship and small business. When he and his wife had a child, they launched an online store to supplement their income, and quickly replaced Steve's wife's income stream through the new business. Steve blogs about it all at MyWifeQuitHerJob.comThe original post is located here: https://mywifequitherjob.com/your-habits-and-how-one-small-change-can-lead-to-long-term-success/ Visit Me Online at OLDPodcast.comInterested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 15, 2023 • 10min
2170: How to Handle Feeling Overworked & Overwhelmed by Paula Pant
Paula Pant of Afford Anything shares how to handle feeling overworked and overwhelmed.Episode 2170: How to Handle Feeling Overworked & Overwhelmed by Paula PantPaula Pant is the founder of the award-winning website AffordAnything.com and a writer and speaker specializing in money, business, and real estate investing. She is a real estate investor, as the owner of seven rental property units in metropolitan Atlanta. She holds a real estate license in Georgia. She's also the host of the Afford Anything podcast.The original post is located here: https://affordanything.com/how-to-handle-feeling-overworked-overwhelmed/ Visit Me Online at OLDPodcast.comInterested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 14, 2023 • 10min
2169: [Part 2] Transferring a Primary Residence to Children by Sean Mullaney
Sean Mullaney of FI Tax Guy talks about transferring a primary residence to children. This is part 2 of 2.Episode 2169: [Part 2] Transferring a Primary Residence to Children by Sean MullaneySean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning.Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC’s Washington National Tax Services practice.Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning. The original post is located here: https://fitaxguy.com/transferring-a-primary-residence-to-children/ Visit Me Online at OLDPodcast.comInterested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 13, 2023 • 9min
2168: [Part 1] Transferring a Primary Residence to Children by Sean Mullaney
Sean Mullaney of FI Tax Guy talks about transferring a primary residence to children. This is part 1 of 2.Episode 2168: [Part 1] Transferring a Primary Residence to Children by Sean MullaneySean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning.Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC’s Washington National Tax Services practice.Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning. The original post is located here: https://fitaxguy.com/transferring-a-primary-residence-to-children/ Visit Me Online at OLDPodcast.comInterested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 12, 2023 • 10min
2167: Should Cash Be Part of Your Emergency Fund? By Honey Smith
Honey Smith with Get Rich Slowly talks about whether or not cash should be part of your emergency fundEpisode 2167: Should Cash Be Part of Your Emergency Fund? By Honey SmithJ.D. Roth has been reading and writing about personal finance for a decade. Today he’s financially independent, but ten years ago, his money life was a disaster, with over $35,000 in consumer debt. He started turning everything around in 2004. By being the boss of your own life, you, too, can be the master of your own financial fate.The original post is located here: https://www.getrichslowly.org/should-cash-be-part-of-your-emergency-fund/ Visit Me Online at OLDPodcast.comInterested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 11, 2023 • 10min
2166: How to Have the "Money Talk" With Your Partner by Ryan Larson
Ryan Larson of First Line Fin helps you talk about money with your partnerEpisode 2166: How to Have the "Money Talk" With Your Partner by Ryan LarsonRyan Larson is the principal Investment Advisor Representative and Founder of FirstLine Financial, LLC located in Scottsdale, Arizona. Ryan recognizes the importance of growing and preserving the assets accumulated for retirement and the need for reallocating those assets in transition from the working years to the retirement years. Focused on the unique needs of retirees and transitioning Boomers, Ryan employs a host of time-tested strategies utilizing both securities and insurance offerings. Ryan’s personal mission is to protect one’s life savings from unnecessary risks from market fluctuations and avoid fees and when ever possible, create tax efficiencies.The original post is located here: https://firstlinefin.com/how-to-have-the-money-talk-with-your-partner/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 10, 2023 • 12min
2165: How to Pass Wealth to Your Kids by ESI
ESI of ESI Money talks about how to pass wealth to your kidsEpisode 2165: How to Pass Wealth to Your Kids by ESIESI Money is written by "ESI", a 50-something retiree. The site is basically a list of what's allowed him to become financially independent and how you can implement those successes in your life. His philosophy is simple and focuses on doing three simple things to achieve financial independence: earn, save, invest. There's a bit more to it than that, of course, but if you can concentrate on these three areas, they will get you at least 90% of the way there.The original post is located here: https://esimoney.com/pass-wealth-kids/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 9, 2023 • 10min
2164: What You Can Learn From Millennials For a Better Financial Future by Kathleen Coxwell
Kathleen Coxwell of NewRetirement shares what you can learn from millennials for a better financial futureEpisode 2164: What You Can Learn From Millennials For a Better Financial Future by Kathleen CoxwellNewRetirement is a company that offers a comprehensive financial planning engine delivered via white label or API. NewRetirement delivers a combination of automated financial planning technology and educational services focused on bringing financial wellness to the mass market in customizable ways. They want to help anyone get confident and achieve financial independence so they can make the most of their money and time.The original post is located here: https://www.newretirement.com/retirement/learn-from-millennials-for-better-retirement-2/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 8, 2023 • 8min
2163: Family Life Doesn’t Need To Be So Busy - Here’s How I Slow It Down by Emma Scheib
Emma Scheib of Simple Slow Lovely shares why family life doesn't have to be so busy.Episode 2163: Family Life Doesn’t Need To Be So Busy - Here’s How I Slow It Down by Emma ScheibEmma is a self-confessed introvert who craves the simple and slow things in life. She loves to run, read, and write. She is blessed to be wife to a wonderful husband, mum to two amazing and vivacious daughters, 1 dog, a cat, and 5 chickens. They live in Motueka, New Zealand, a stone’s throw from the beautiful Abel Tasman National Park.Emma has been on a journey towards a slower simpler and more intentional way of living since her second daughter was born a few years ago. She has learned lots along the way and loves passing on these lessons.The original post is located here:http://simpleslowlovely.com/family-life-doesnt-need-to-be-so-busy-heres-how-i-slow-it-down/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 8, 2023 • 12min
2162: Controlling The Urge To Splurge by Sam of Financial Samurai
Sam of Financial Samurai on controlling the urge to splurge.Episode 2162: Controlling The Urge To Splurge by Sam of Financial SamuraiSam Dogen's net worth took a beating in 2009 as the world was falling apart. He thought it would be a good idea to start a personal finance site to help himself and others make sense of chaos. After all, he had spent 10 years working in the finance industry, got his MBA from Cal, invested and saved aggressively, and still got financially rocked! Since then, more than 20 million visitors have stopped by FinancialSamurai.com.The original post is located here: https://www.financialsamurai.com/controlling-the-urge-to-splurge/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
