In this episode of The Money Exchange Podcast, I have the pleasure of engaging in an insightful conversation with renowned financial expert Lynnette Khalfani-Cox about her latest book, "Bounce Back: The Ultimate Guide to Financial Resilience," and its accompanying workbook. Tune in as we delve into practical financial management Read More
The SECURE Act of 2019 was the first major overhaul of retirement plans, specifically 401ks. However, many people are still curious about what the changes are and how they impact these group 401k plans. I had the pleasure of being joined by Alex Jenkins, the Chief Revenue Officer @ Nest Read More
As someone who travels frequently for both personal and business purposes, I often find myself boarding flights. Recently, I had the opportunity to fly with Breeze Airways, prompting me to share my experience and compare it to American Airlines. I delve into the economic aspects of both carriers. Read More
Have you heard of the 4% rule?! It's the most recognized benchmark for safe withdrawal rates in retirement. However, it lacks flexibility and often leaves retirees "under-spending," particularly in their prime retirement years. Think Advisor put out this article (link below) that touched on three alternatives to the 4% rule Read More
In this episode, I explore the driving forces behind the next generation of business leaders and visionaries, with insights from none other than Candace Okin, founder of Mason Makes Money Fund. Candace Okin, a trailblazer in her own right, shares her perspective on what fuels the entrepreneurial spirit among Read More
According to the Vanguard "Advisor's Alpha" study, asset location can add up to 60 bps in returns on an annual basis! The larger your taxable brokerage account balance, the more you need to pay attention to what investments you own in that bucket! Conventional wisdom says that the taxable accounts Read More
In this episode of The Money Exchange Podcast, I delve into the realm of non-profit empowerment with a remarkable guest, Lasheena Williams, the visionary CEO of The Non-Profit Enthusiast. Listen in as we explore the profound journey of The Non-Profit Enthusiast, an organization dedicated to nurturing non-profits beyond philanthropy. Read More
Housing wealth is one of the largest, if not the largest, assets on the balance sheet for retirees today. However, many retirees simply pay off their mortgage and let their housing equity sit idle. There's nothing inherently wrong with this line of thinking because being debt-free is often a goal Read More
Join host Patrina Dixon in a captivating episode of The Money Exchange Podcast as she engages in a heartfelt conversation with Erik, the visionary behind Oak Bluffs Inn. Nestled by the beach, Oak Bluffs Inn has become a beacon of hospitality, drawing guests back time and again. In this episode, Read More
Welcome to another episode of The Planning for Retirement Podcast. I'm your host, Kevin Lao! 2020-2023 brought about legitimate market volatility, the first we've experienced since The Great Recession of 2008. I thought I would share some common mistakes I've personally seen retirees make over the last few years to Read More
Join Patrina, known as the "money lady," in this solo episode as she shares insights from a podcasting perspective, recapping the highlights and pivotal moments that shaped the previous year. Delve into the successes, challenges, and exclusive behind-the-scenes experiences from her involvement in a remarkable 2023 program. Get ready Read More
2023 was an amazing year, and I just wanted to spend some time sharing my sincere gratitude for my listeners, clients, and most importantly my wife, Jessica, for supporting me on this journey. I also wanted to share a few tax planning observations as we close out 2023. Here are Read More
In this compelling episode of The Money Exchange Podcast, join host Patrina Dixon as she delves into the world of professional development and career advancement with Lee Crockett, MBA, an esteemed executive and career coach. With over a decade of leadership experience in top-tier companies like Frito-Lay, Nestle, and FXI, Read More
I decided to record this episode as a follow-up to Ep. 30 given how many questions and discussions I've heard from listeners. If you have not listened to Ep. 30 (link here), you should go back and listen as Cody Garrett joined me to talk about the challenge of psychologically Read More
Join host Patrina in this insightful solo episode of The Money Exchange as she delves into the world of affiliate marketing. Unravel the mysteries and misconceptions surrounding this lucrative online avenue for generating income. Patrina provides a comprehensive breakdown of what affiliate marketing truly entails, dispelling myths and highlighting Read More
Imagine a future where you're living comfortably because you made smart decisions about your retirement savings now. That's the promise we're making in today's episode of the Savvy Budget Girl podcast. We're exploring the reasons you might be tempted to dip into your retirement savings early and why you should Read More
I'm excited to have Brady Slack, the proud owner of High Country Finance based in Utah, join for this fascinating topic. At first, I was planning to steer Brady in two directions with regards to tax planning opportunities for business owners and W2 employees. But, we ended up mainly focusing Read More
Embark on an enlightening conversation with Brieanna Lightfoot Smith, a distinguished entrepreneur, as she graces The Money Exchange Podcast with her expertise. In this episode, she shares her wealth of experience, highlighting the common but crucial mistakes that can spell disaster for businesses. Gain exclusive insights into her Read More
I've known Cody for almost 3 years now, and this man is a true student of his craft. Cody is an advice-only financial planner passionate about helping DIY investors on the path to financial independence and through early retirement. He is a CFP practitioner and proud owner of the Measure Read More
Join us in this episode as we dive into the inspiring journey of two tenacious female entrepreneurs, Fifi Bell, and Gwen Woods, who embarked on a flavorful adventure that began with frustration and ended with a feast. Tired of the severe lack of crab options in the bustling streets Read More
