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Episode 172: “Solving Money Problems Early Easily "
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In this podcast episode of "Money & You," Carlos Samaniego, EA and founder of Tax Debt Consultants, LLC joins host Michelle Perkins for an entertaining and educational discussion centered on common misconceptions surrounding tax filings and other aspects of tax obligations that many of us do not understand. Carlos shares his journey, beginning with his own significant tax missteps that led him into tax consulting, and problem solving for others. Carlos is renowned for aiding clients directly and mentoring tax professionals nationwide, including CPAs, EAs, and attorneys. His commitment to knowledge sharing has helped numerous professionals flourish in the tax industry and has helped stressed out individuals and couples to work through anxiety-inducing tax challenges. Juan (Carlos) Samaniego, EA is a highly acclaimed and very relatable tax professional, bestselling author, and mentor. With an illustrious career, he’s empowered fellow experts nationwide, receiving the 2020 Tax Professional of the Year Award. Carlos co-authored the Amazon bestseller “Never Give Up: Stories of Grit, Determination, Tenacity and Triumph,” showcasing his influence in the industry. He’s been featured on NBC, CBS, ABC, USA Today, and radio stations, sharing valuable tax insights. An EXPY awardee, Carlos’s impact extends to Hollywood Live and an upcoming PBS documentary. His authored works, including “How to Make The IRS An Offer They Can’t Refuse,” provide practical advice for navigating tax challenges. His soon-to-be-released book,” The FTB Taxpayer Survival Guide: Navigating Tax Trouble in
California with the Franchise Tax Board” imparts strategies for handling audits, appeals, and collection efforts with the FTB. Through his Tax Debt Consultant Podcast and YouTube channel, Juan imparts his wisdom to a global audience. His impact on the tax industry is profound. The Tax Debt Consultant Podcast has been chosen as one of the Top 10 Small Business Tax Podcasts by Feedspot! Learn more at:
• TaxDebtConsultant.com • CarlosSamaniego.com This show highlights how many people mismanage or are unaware of their tax situations, leading to significant issues like unfiled returns and unexpected tax bills. The conversation emphasizes the need for financial education and open communication about finances within relationships. This episode is particularly relevant as it addresses the widespread issue of tax non-filing, with over 11 million individuals failing to file their income taxes annually. The insights provided aim to empower listeners to take control of their financial situations and seek help when needed, underscoring the importance of being proactive about tax responsibilities. The episode serves as a reminder that there are solutions available for those struggling with tax issues, encouraging listeners to engage with their financial health.
Common misconceptions people have about filing and paying taxes, especially for self-employed individuals are discussed as are recent changes to the IRS and what that might mean to you.
00:05 - Introduction to tax issues 09:04 - Understanding tax filing rules 18:35 - Common tax problems explained 30:51 - Couples and financial awareness 37:19 - Finding solutions for tax bills 43:41 - Conclusion and resources offered
Key Takeaways - Awareness is Key: Understanding your tax obligations is crucial to avoid future problems. If individuals do not file their tax returns for several years, they may lose the opportunity to claim refunds for those years, as the IRS typically allows only three years to file for refunds. - Communication Matters: Couples should regularly discuss their financial situations to prevent surprises. - Help is Available: There are IRS solutions for those struggling with tax issues, and seeking professional guidance can alleviate stress. Overview of IRS programs available for those with tax debts. - Stay Informed: Regularly educate yourself about tax laws and filing requirements to stay compliant. - Steps to take if you haven’t filed taxes in years. Steps to take now in the midst of IRS restructuring.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to better understand money, and feel more confident and in control of their financial lives. And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/ I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins on March 26t! For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn: https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
Saknas det avsnitt?
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In this podcast episode of "Money & You," host Michelle Perkins and engaging guest, Alina Z., chat about the interconnectedness of money, food and personal fulfillment. The discussion highlights how mindset and emotional well-being influence financial habits, particularly for women. Alina shares her personal journey, including her experiences with money and a significant life event—a flood in her apartment—that led to unexpected financial gain and personal growth.
The episode emphasizes the importance of self-love and positive thinking in overcoming challenges related to both money and food, suggesting that emotional voids cannot be filled by material possessions or food cravings. Alina Z. advocates for a holistic approach to financial well-being, encouraging listeners to explore their purpose and passions as a pathway to happiness and financial success.
The insights shared are crucial for fostering a healthier relationship with money, particularly for women, and underscore the significance of mindset in achieving personal and financial goals. Because women relate to issues with food and diet, the crossover with money issues is easy to understand and the parallels apparent. The fix is often very similar and revolves around awareness and mindset. .
00:05 - Introduction to money mindset 05:33 - Finding happiness beyond money 10:50 - Emotional connections to food 22:45 - Self-love and money awareness 33:18 - Discovering your life purpose 50:11 - Aligning purpose with financial success
Alina Z. also shares her fascinating journey through experiencing extreme wealth and low income living and how she managed her mindset in both situations.
She introduces her 12-step process where individuals can try on different archetypes to discover their purpose. This experiential approach, offered by Alina, encourages listeners to focus on feelings rather than just thoughts, helping them identify what resonates with them personally.
Self-Love and Body Image: - The importance of self-acceptance and positive self-talk in fostering a healthy relationship with oneself. - Alina discusses the societal pressures women face regarding body image and how it relates to their financial mindset.
Key Takeaways- Happiness is Key: True fulfillment comes from within, and happiness can lead to financial success.- Mindset Matters: A positive mindset can transform challenges into opportunities.- Emotional Awareness: Recognizing emotional triggers related to food and money can help individuals make healthier choices in either area.- Self-Love is Essential: Cultivating self-love and acceptance is crucial for personal and financial growth.- Purpose-Driven Life: Understanding and pursuing one’s purpose can lead to a more fulfilling and prosperous life.You can find Alina Z. on Instagram @lifechefalina
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to better understand money, and feel more confident and in control of their financial lives.
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins on March 26t! For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
Summary
In a recent podcast episode, hosts Jay and Michelle discussed the concept of private money in real estate investing. Jay, who developed a successful system for attracting private lenders, shared his journey of learning about private money after a conversation with Jeff Blankenship in 2009. He explained how individuals can invest their capital in real estate deals, earning high returns without relying on traditional banks. The discussion emphasized the importance of mindset in attracting private money, as Jay highlighted that none of his 47 private lenders had previously heard of this funding method until he educated them.
The conversation took place in the context of real estate investment strategies, focusing on how to secure funding quickly and effectively. This topic is crucial for aspiring real estate investors, as it provides an alternative to conventional financing methods, enabling them to scale their businesses and close deals efficiently. The episode underscores the potential of private lending as a viable funding source, encouraging listeners to explore this often-overlooked avenue in real estate investment.
Chapters
00:03 - Introduction to private money
12:54 - Understanding private lending basics
19:41 - Attracting private investors
29:44 - Identifying potential private lenders
36:47 - Funding your real estate deals
44:18 - Conclusion and next steps
Learnings
What is the primary concept of private money as discussed in the podcast?
Private money refers to funds loaned by individuals, rather than traditional financial institutions, allowing them to earn high rates of return on their investment capital in real estate deals.
How did Jay initially learn about private money and its potential for real estate funding?
Jay learned about private money from a friend, Jeff Blankenship, who explained the concept to him, prompting Jay to study and develop a system for attracting private lenders.
What mindset shift did Jay emphasize as crucial for attracting private money?
Jay emphasized the importance of having the right mindset, focusing on attracting private money rather than chasing it, which involves no begging or persuading.
What common misconception about private lenders does Jay address in the podcast?
Jay addresses the misconception that private lenders are only wealthy individuals; he clarifies that his private lenders are ordinary people who were previously unaware of private money and its benefits.
What strategy does Jay use to communicate with potential private lenders?
Jay uses one-on-one visits to educate potential private lenders about private money, ensuring they understand how they can earn high returns safely and securely before presenting them with funding opportunities.
Show Notes
# Show Notes for "Money & You with Michelle Perkins"
## Episode 169: "Unlocking Wealth: The Power of Raising Private Money"
### Podcast Introduction
Welcome to "Money & You with Michelle Perkins," where we explore innovative strategies for financial growth and wealth creation. In this episode, host Michelle Perkins is joined by real estate expert Jay, who shares his insights on the world of private money and how it can be a game-changer for real estate investors.
### Episode Overview
In this enlightening episode, Jay discusses the concept of private money, how to attract private lenders, and the strategies he has developed to successfully fund real estate deals without traditional banking methods.
### Key Topics Discussed
- **Understanding Private Money:**
- Definition of private money and private lenders.
- How individuals can invest their capital in real estate deals for high returns.
- **Jay's Journey:**
- Transition from traditional banking to private money lending.
- Development of a repeatable system for attracting private money.
- **Mindset Shift:**
- Importance of having the right mindset to attract private money.
- Strategies to avoid chasing or begging for funds.
- **Building a Network:**
- How to leverage personal connections to find private lenders.
- The significance of educating potential lenders about private money.
- **Funding Real Estate Deals:**
- The process of getting deals funded quickly (in less than seven days).
- Structuring deals to avoid monthly interest payments.
- **The Role of Education:**
- Importance of educating both yourself and potential lenders about private money.
- Jay's book, "Where to Get the Money Now," as a resource for learning.
- **Practical Script for Funding:**
- A step-by-step script for approaching potential private lenders.
- How to present deals to lenders without directly asking for money.
### Key Takeaways
- Private money can be a powerful tool for real estate investors looking to scale their business.
- A positive mindset and education are crucial for attracting private lenders.
- Building relationships and networks can lead to successful funding opportunities.
- Understanding the mechanics of private lending can empower investors to take control of their financial future.
### Guest Information
**Jay** - Real estate expert and author of "Where to Get the Money Now." Jay has successfully raised millions in private money and has a wealth of knowledge to share about funding real estate deals.
### Conclusion
Thank you for tuning in to this episode of "Money & You with Michelle Perkins." We hope you found valuable insights into the world of private money and how it can unlock new opportunities for wealth creation. Don't forget to check out Jay's book for more in-depth knowledge and strategies.
### Call to Action
- Subscribe to "Money & You" on your favorite podcast platform.
- Share this episode with friends and family who may benefit from learning about private money.
- Rate and review the show to help us bring more great guests like Jay to our audience.
### Connect with Us
- Follow us on the Limit Free Life YouTube channel for more content.
- Join our community for ongoing discussions about money and wealth-building strategies.
Thank you for being part of our journey towards financial empowerment!
Newsletter
**Email Subject:** Unlock Wealth with Private Money: Tune into Our Latest Episode!
**Email Body:**
Have you ever considered the untapped potential of private money? In our latest episode of "Money & You with Michelle Perkins," we dive deep into the fascinating world of raising private money and how it can transform your real estate ventures!
In **Episode 169: "Unlocking Wealth: The Power of Raising Private Money,"** we speak with Jay, a seasoned investor who turned his funding challenges into a remarkable success story. Imagine sourcing millions in private money for your deals—all without the risk of rejection or the strain of traditional banks!
What's in it for you? Here’s a sneak peek of what you'll learn:
- **Attract, Don’t Chase**: Discover how to attract private lenders effortlessly and build a network that funds your deals without begging or persuading.
- **Real Success Stories**: Hear how Jay secured his first $250,000 and built a portfolio with 47 private lenders—none of whom had ever heard of private money before Jay showed them the way!
- **Tips and Tricks**: Get ready to take notes! We’ll provide you with the exact script that has helped Jay turn conversations into funded deals, ensuring you’re never left empty-handed.
- **The Strategy Unveiled**: Learn how to structure your investments so you can fund your deals quickly while avoiding the usual monthly interest payments.
Whether you’re a seasoned pro or just starting out, there’s something valuable in this episode for everyone interested in real estate investment. You’ll walk away equipped with insights that are not only practical but also empowering.
What are you waiting for? Tap into the much-talked-about world of private money and unlock new financial opportunities by listening to this episode today!
**Don't miss this chance to revolutionize your investment strategy—listen to Episode 169 now!**
Catch us on your favorite podcast platform or visit the Limit Free Life YouTube channel. We’d love to hear your thoughts, and if you enjoy the episode, be sure to rate and review us so we can keep bringing you great guests like Jay!
Here’s to your financial growth and success!
Best,
The Money & You Team
Social Posts
Ready to unlock the secrets of private money? In Episode 169 of 'Money & You with Michelle Perkins', we dive into how YOU can attract private lenders and fund your real estate deals quickly! Tune in now! #PrivateMoney #RealEstateInvesting #UnlockWealth
Have you heard of private money? If not, you’re missing out! In our latest episode, we chat about how ordinary people can earn high returns through private lending. Don't miss this opportunity! #FinancialFreedom #MoneyAndYou #Podcast
Fear of rejection holding you back from funding your real estate dreams? Episode 169 reveals how to attract private money WITHOUT asking for it! Get the insights today! #RealEstate #MoneyMindset #ListenNow
What if you could fund your next deal in LESS than 7 days? Discover the strategies in Episode 169 of 'Money & You with Michelle Perkins'. Your financial future awaits! #FundingDeals #RealEstateSuccess #Podcast
Want to learn where to get the money for your real -
EP 168: "Get Rid of Your Head Trash About Money"
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In this podcast episode of "Money & You," host Michelle Perkins speaks with Jerome Myers, a seasoned business leader and exit strategist, about the complexities of exiting a business and how to navigate what comes next. The discussion emphasizes the emotional and strategic aspects of business exits, particularly the "founder's exit paradox," which highlights the challenges founders face when detaching from their ventures.
They explore the importance of planning for an exit early in the business lifecycle, as many entrepreneurs overlook this critical aspect while focusing on growth. The conversation also touches on the financial implications of a successful exit, including how individuals often struggle with newfound wealth and the need for a clear understanding of their financial future post-exit.
This episode is significant as it encourages business owners to consider their long-term goals and the impact of their relationship with money, ultimately aiming to foster a more fulfilling life beyond their business endeavors. The discussion reflects contemporary issues faced by entrepreneurs who are living longer and healthier lives, who are looking for a fulfilling second chapter.
00:05 - Mindset and money connection
07:02 - Planning your business exit
16:10 - Recognizing exit opportunities
27:37 - Transforming passion into profit
32:59 - Preparing for retirement life
46:43 - Resources for successful exits
Key Takeaways
Plan Early: Founders should consider their exit strategy from the beginning to maximize the value of their business.- Emotional Readiness: Recognizing the emotional aspects of exiting a business is crucial for a smooth transition.- Financial Awareness: Understanding personal financial needs and goals is essential for life after business ownership.- Seek Guidance: Working with an exit strategist can provide valuable insights and help navigate the complexities of exiting a business. Jerome Myers, renowned exit strategist known for his expertise in helping founders navigate the emotional and practical aspects of exiting their businesses offers resources and assessments to assist business owners in preparing for a successful exit.-You can take his “Exit Readiness Assessment” for free at:https://exittoexcellence.com/ERASchedule a consult here: (http://exittoexcellence.com)
His podcast can be found here: https://podcasts.apple.com/us/podcast/your-next-a-guide-to-finding-fulfillment-after-your/id1455776307
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
This podcast episode features guest Nicole J. Smith, a daughter faced with her mother’s Alzheimer’s diagnosis. Nicole J. Smith intertwines heartfelt memoir with practical advice, a vital roadmap for caregivers navigating dementia care. Nicole was blindsided by her mother’s post-pandemic cognitive decline and took a deep dive into dementia education after her mother’s Alzheimer’s diagnosis. Nicole is sandwiched between caring for three aging parents and five children. She wrote the book she could not find in managing the legal, financial, medical, and emotional aspects of becoming a caregiver.
Her book Diagnosis Dementia: Your Guide for Eldercare Planning and Crisis Management, shares her story and helpful resources in navigating the terms and turmoil of eldercare. End of life planning conversations are critical to have before a crisis occurs. www.njsmithbooks.com
Michelle and Nicole discuss the challenges of managing aging parents' care and finances. The conversation highlighted the importance of having legal documents like powers of attorney in place for both parents and adult children, especially as many people face unexpected health issues, such as Alzheimer's disease. The speakers shared personal stories about their experiences with caregiving, emphasizing the emotional, financial and logistical complexities involved that you might be surprised by.
They addressed the broader implications of an aging population, noting that 10,000 baby boomers turn 65 daily, which places significant pressure on the healthcare system. The speakers stressed the need for proactive planning in retirement discussions, as caregiving costs can deplete savings. They provided resources for families navigating these issues, including support groups and websites focused on end-of-life conversations. This episode is important as it raises awareness about the realities of caregiving and the necessity of preparation, encouraging listeners to engage in difficult but essential conversations about aging and care.
00:05 - Starting the caregiving journey
10:18 - Importance of powers of attorney
20:51 - Facing caregiving realities
29:50 - Navigating family dynamics
39:18 - Essential resources for caregiving
45:33 - Organizing conversations on aging
Key Takeaways
Proactive Planning: It is crucial to have conversations about health, finances, and caregiving preferences with family members before a crisis occurs.- Education and Organization: Caregiving requires not only emotional support but also a structured approach to managing medical, legal, and financial aspects.- Community Support: Caregivers are not alone; there are numerous resources and support networks available to assist them in their journey.Resources mentioned in the Podcast:
Introduction to various resources such as aging life care managers, financial planners, and elder law attorneys.
Recommendations for support groups and educational resources, including:
Conversations:https://deathoverdinner.org/https://theconversationproject.org/https://www.fivewishes.org/
Caregiver Support:https://daughterhood.org/https://leezascareconnection.org/homehttps://wearehfc.org/
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…
Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this solo episode, host Michelle Perkins discusses the importance of mindset in relation to financial planning, particularly at the start of the new year. The speaker emphasizes that before setting financial goals, you should assess and improve your relationship with money, as mental barriers can hinder financial success. The discussion highlights common fears and misconceptions about money, advocating for a positive mindset and emotional mastery over financial beliefs.
The speaker encourages listeners to reflect on their feelings about money and to actively engage with it, rather than feeling disempowered. Practical tips for financial management are also mentioned, including reviewing budgets and setting actionable goals. This episode is significant as it underscores the psychological aspects of financial planning, suggesting that a healthy mindset is crucial for achieving financial objectives. The conversation took place at the beginning of the year, making it timely for listeners looking to establish productive financial habits for the year ahead.
Key Takeaways:
Mindset is Key: Your relationship with money is foundational to achieving financial goals. Mastering your mindset can prevent self-sabotage.Self-Reflection is Essential: Honest assessment of your feelings about money can lead to better financial decisions.You Have Control: Recognize that you have more control over your financial situation than you may believe.Set Practical Goals: After establishing a positive mindset, focus on practical steps to manage your finances effectively.Mindset Mastery: Before you jump into budgeting or investing, pause and reflect on your relationship with money. Are your beliefs holding you back? Michelle can guide you through the process of shifting your mindset so that you can face financial challenges with confidence and creativity.
Real Talk on Emotions: Your feelings about money can either empower you or keep you stuck. Let’s explore how to cultivate a positive relationship with your finances and remove fear and shame from the equation.
Practical Steps for Success: She outlines five essential tips to streamline your financial management this year. These actionable strategies will help you take control over your money, ensuring you’re not just managing it, but mastering it!
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this podcast episode, host Michelle Perkins and guest Elizabeth Bieniek, an entrepreneur and innovator with experience in corporate big tech, and now a sought after leadership speaker, shares her insights on fostering an innovative mindset and the importance of questioning preconceived notions. Elizabeth is named one of the “Female Pioneers in Technology” and has been featured in Forbes, Bloomberg, Women in Business and many more.
We discussed the importance of cultivating a positive relationship with money and fostering innovation in various aspects of life including your financial life. They emphasized that understanding money as a tool rather than a source of fear is crucial for personal and professional growth. The conversation highlighted the need to challenge preconceived notions and embrace discomfort to unlock new opportunities, particularly in business and career transitions.
Michelle shared insights from her experience in corporate innovation, stressing that innovation requires questioning established practices and being open to new ideas. The discussion also touched on the challenges of maintaining motivation during the middle phases of projects and the significance of integrating fun into work to enhance productivity. These concepts apply to money as well.
This episode is important as it encourages listeners to rethink their approach to money and innovation, advocating for a mindset that embraces curiosity and exploration. By doing so, individuals can overcome financial obstacles and foster creativity in their careers, ultimately leading to a more fulfilling and successful life.
00:04 - Money mindset for success
09:25 - Curiosity fuels innovation
17:23 - Embracing discomfort for growth
24:39 - Lessons from the journey
34:52 - Fun in work and money
45:54 - Fresh perspectives for innovation
Key Takeaways
A healthy relationship with money is foundational for a limit-free life. Innovation requires curiosity and the willingness to question the status quo. -Embracing discomfort can lead to personal and professional growth. -Finding joy in the process can enhance productivity and creativity. -Seeking external perspectives can provide valuable insights and solutions. This episode encourages listeners to reflect on their own lives and careers, inspiring them to think innovatively and embrace change. Michelle and Elizabeth's conversation serves as a reminder that innovation is not just for businesses but is essential in all areas of life.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this episode of "Money & You," host Michelle Perkins engages in a fascinating discussion with expert guest Tim Jai Baker, CEO of Luminous Wealth and author of “The Awakened Investor: Master Your Financial Anxieties While Unveiling a Conscious Pathway to Prosperity and True Fulfillment.”
Tim’s mission is to guide his clients toward their deepest desires and true fulfillment by fostering a healthy, stress-free environment where financial and personal well-being are seamlessly integrated. He believes that wealth management should not occur in isolation but rather as part of a holistic approach that considers the whole person.
The conversation emphasizes that many financial issues stem from individuals' perceptions and emotional responses to money, highlighting the importance of cultivating a positive relationship with it. Tim recounts his journey in wealth management, illustrating how he integrated spiritual and holistic approaches into financial planning, aiming to enhance clients' experiences.
The episode underscores the significance of understanding one's emotional connection to money, as so many people harbor negative feelings towards it. This discussion aims to empower listeners to reframe their financial perspectives as they approach the new year. The importance of this dialogue lies in its potential to transform how individuals perceive and manage their finances, advocating for a more conscious and collaborative approach within the financial industry. By addressing the emotional and psychological aspects of money, the podcast seeks to foster a healthier financial mindset among its audience.
00:06 - Mindset and money connection
07:03 - Building a wealth management vision
12:53 - Transforming financial industry practices
19:54 - Reprogramming your money mindset
31:45 - Consciousness in economic choices
38:55 - Be, do, have philosophy
49:15 - Integrating money with life
Key Takeaways
Mindset Matters: A positive relationship with money is crucial for making informed financial decisions.- Awareness of Emotions: Recognizing emotional responses to money can lead to better control and decision-making.- Holistic Approach: Integrating spiritual and emotional well-being into financial planning can enhance overall life satisfaction.- Collaboration is Key: A team of diverse professionals can provide a more rounded perspective on wealth management.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this episode of "Money & You," host Michelle Perkins engages in a discussion with guest Steve Selengut about the relationship individuals have with money and the importance of mindset in overcoming financial challenges. As a 44-year investment professional, he's developed a simple, yet little-known system for producing reliable market generated income. He created income-generating portfolios for his clients for decades, growing their income every year.
Now semi-retired himself, his mission is to bring this system to as many investors and retirees as possible.
As a private portfolio investment manager with over $110 million in assets before selling his business in 2023. He's introduced several proprietary concepts, including QDI + PT, Smart Cash, The Working Capital Model, The Investor's Creed, Base Income, and the Investment Grade Value Stock Identification System.
Steve shares his personal journey of learning to invest, focusing on income-generating assets rather than merely increasing portfolio value. He highlights the significance of cash flow and the need to understand investment choices, particularly in a changing financial landscape.
By providing insights into effective investment strategies, the podcast aims to help listeners cultivate a more positive and productive relationship with money leading to financial freedom.
00:05 - Understanding money mindset
07:14 - Building income through investments
18:51 - Cash flow over portfolio value
26:53 - Defining financial sufficiency
33:00 - Reinvesting for financial growth
44:44 - Tangible income for retirement
Key Takeaways
- A healthy relationship with money is foundational for financial independence.- Consistent income from investments can provide security and flexibility in retirement.- Understanding the cash flow generated by investments is crucial for long-term financial success.- Practical investment strategies, such as focusing on dividend-paying stocks, can lead to sustainable income.
Steve Selengut faced a lack of modern investment tools and resources, as there were no ETFs, IRAs, or 401(k)s at the time. He adapted by learning to focus on income generation and developing a strategy that involved consistent investment in income-producing assets.
The guest suggests focusing on generating cash flow from investments rather than merely increasing the market value of a portfolio. This involves investing in assets such as dividend-paying stocks and bonds, to ensure consistent income. Having a portfolio that produces cash flow allows investors to weather market fluctuations without relying solely on selling assets.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel in control of their financial lives.
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins:
https://limitfreelife.comLinkedIn:
https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this episode of "Money & You," host Michelle Perkins discusses the psychological aspects of financial management with guest James Alexander, a Certified Financial Planner and partner with Edge Financial Advisors. James is co-host of his company podcast: “Ed’s Edge” a show geared towards regular, everyday investors seeking financial peace. Passionate about empowering clients to navigate finance confidently while emphasizing emotional well-being in financial planning.
The conversation emphasizes the importance of mindset and emotional well-being in overcoming financial challenges. They explore common issues such as avoidance of financial discussions, the impact of shame, and the necessity of creating personalized financial plans that accommodate individual lifestyles and values.
The episode highlights the non-linear nature of life and the need for flexibility in financial planning, including considerations for unexpected expenses and changes in circumstances. James stresses the importance of regularly reviewing insurance coverage and adapting financial strategies as life evolves. The discussion aims to empower listeners to shift their mindset towards viewing financial peace as attainable, encouraging proactive engagement with their finances.
This episode is significant as it addresses the psychological barriers to financial management and provides practical insights for listeners to improve their financial literacy and planning.
00:05 - Mindset and money connection
07:53 - Confronting financial avoidance
16:43 - Customizing your budget plan
24:04 - Planning for unexpected expenses
34:60 - Insurance and financial peace
41:33 - Belief in financial attainability
Key Takeaways
- Emotional Well-Being: Acknowledge the psychological aspects of money management to reduce stress and improve financial decision-making.- Personalized Approach: Create a budget that reflects personal values and lifestyle rather than adhering to rigid structures. Listeners are encouraged to evaluate their budgets without judgment and assess how their spending aligns with their personal values, allowing for a more fulfilling financial plan.- Expect the Unexpected: Life is unpredictable; financial plans should account for potential changes and challenges. importance of accounting for unexpected life events, such as health issues or economic changes, in financial planning to create a more resilient and adaptable financial strategy.- Regular Insurance Reviews: Stay informed about insurance coverage to protect against unforeseen events. The podcast emphasizes the need for regular reviews of insurance policies to ensure they adequately cover changing life circumstances and protect against potential financial risks- Financial Peace is Attainable: With the right mindset and planning, achieving financial peace is possible.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel in control of their financial lives.
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins soon! For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446
#FinancialPlanning #MoneyAndYou #MoneyMindset #Finance #MoneyAndYou #FinancialLiteracy -
In this episode of "Money & You," host Michelle Perkins speaks with Jennifer Fishman, an advocate for financial literacy in early education. Join Michelle and Jennifer in this enlightening discussion about the future of financial education for children. Discover how early financial literacy can empower the next generation to thrive in their personal and professional lives.
The discussion centers on the importance of teaching financial concepts to children, particularly those in grades K-5, to prepare them for future economic challenges. Fishman, who holds a master's in education and a degree in child development, emphasizes the need for structured financial literacy programs in schools, which she aims to implement across California.
The conversation highlights the current gap in financial education and the transformative potential of early financial literacy, which can help children develop essential skills for money management and for entering the workforce. Fishman outlines a progressive curriculum that evolves from basic financial awareness in elementary school to more complex economic concepts in high school.
This initiative is crucial as it addresses the widespread lack of financial knowledge among young people, equipping them with the tools to navigate their financial futures successfully. The episode underscores the growing recognition of financial literacy as a vital component of education, reflecting a shift towards preparing students for real-world economic realities.
Chapters
00:05 - Introduction to financial literacy
06:16 - Stages of financial education
16:27 - Engaging kids in learning
27:16 - Entrepreneurship and networking skills
37:18 - Community involvement and support
Key Points:
Jennifer focuses on introducing financial literacy to very young children, specifically targeting K through 5 students, to help them develop essential financial skills early on.
The curriculum evolves from financial awareness and consumer awareness in K through 5, to financial literacy in middle school, and then to economic literacy in grades 9 through 12.
Students often graduate without the necessary financial skills, leaving them unprepared for real-world financial responsibilities, such as managing debt and making informed financial decisions.
By teaching children to develop good financial habits and literacy, the podcast suggests that this can lead to a more financially aware workforce, which in turn can positively impact the economy and community.
Parents are encouraged to support the initiative by volunteering in schools and learning alongside their children, which fosters a collaborative environment for financial education.
Programs like Jennifer’s “Business Basics For Kids” are designed to provide a seamless educational experience. Engaging and fun activities can help children learn about entrepreneurship and finance. Jennifer shares insights on how children can develop networking skills and comfort in business settings from an early age.
Listeners are encouraged to visit Jennifer's website and follow “Business Basics For Kids” on Instagram for more information and resources.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel in control of their financial lives. And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/ I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and I’ll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins:
https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
Host Michelle Perkins and guest Rob Haynie discuss the life settlement industry, where
individuals can sell their life insurance policies for cash. Haynie, with 31 years of experience in
the industry, highlighted the benefits and opportunities in this market, emphasizing the
importance of understanding the value of life insurance policies and exploring options for
financial planning. The conversation covered various aspects of life settlements, including the
potential for selling term policies, the risks involved, and the need for proper education and
planning. He also mentioned efforts to create a senior health planning account to help
individuals fund long-term care expenses. The discussion provided valuable insights into a
lesser-known financial opportunity and underscored the significance of financial literacy and
proactive financial decision-making. The episode aimed to empower listeners to enhance their
financial knowledge and make informed choices for their financial well-being.
00:05 - Transform your financial life
05:56 - Expanding life settlement marketplace
13:45 - Understanding life expectancy investments
27:41 - Unveiling life insurance secrets
36:53 - Navigating insurance policy options
42:04 - Future of senior health planning
49:07 - Empowering financial knowledge
Loving Request: Please share this podcast with others who can benefit from gaining financial
freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living
and take control of your finances… Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-
itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life email community for valuable, usable content and to
learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will
empower your mindset and financial mastery by “dating your money.” Until you understand how
YOU relate to money and what you believe about money, nothing will change. Once you begin
to get to know yourself with money, learn the fundamentals of money management, and operate
in a new way with money, everything will open up.
Join my signature “Your MoneyDate™” program and I’ll help you make the shift.
https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn:
https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife -
Host Michelle Perkins delves into powerful methods for identifying and releasing money blocks
that hinder financial growth. In this solo episode, Michelle shares a detailed step-by-step guide
to a transformative "releasing exercise" designed to let go of old beliefs, rewrite financial narratives, and adopt a positive relationship with money. This episode is perfect for anyone seeking clarity, freedom, and flow in their financial life.
Timestamps
00:00 - Identifying money blocks
15:45 - Releasing exercise: Steps to shift your beliefs
30:22 - Creating new empowering financial narratives
Loving Request: Please share this podcast with others who can benefit from gaining financial
freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living
and take control of your finances… Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-
itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life email community for valuable, usable content and to
learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will
empower your mindset and financial mastery by “dating your money.” Until you understand how
YOU relate to money and what you believe about money, nothing will change. Once you begin
to get to know yourself with money, learn the fundamentals of money management, and operate
in a new way with money, everything will open up.
Join my signature “Your MoneyDate™” program and I’ll help you make the shift.
https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn:
https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
This episode features creative brand strategist and money mentor Sarah Mac. Sarah shares her
inspiring journey from financial anxiety to building a thriving six-figure business. She discusses
the foundational steps to improving your relationship with money, including the power of tracking
finances, adopting simple money habits, and embracing a creative approach to financial growth.
Sarah also introduces concepts from her new book, The 6-Figure Creative: Heal Your
Relationship With Money Doing Work You Love, offering practical tools for entrepreneurs to
align their mindset and money goals with their personal and professional vision.
Timestamps
00:00 - Sarah Mac’s transformational money journey
12:35 - Key habits for cultivating a healthier money mindset
25:50 - Creative strategies for financial success
Loving Request: Please share this podcast with others who can benefit from gaining financial
freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living
and take control of your finances… Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-
itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life email community for valuable, usable content and to
learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will
empower your mindset and financial mastery by “dating your money.” Until you understand how
YOU relate to money and what you believe about money, nothing will change. Once you begin
to get to know yourself with money, learn the fundamentals of money management, and operate
in a new way with money, everything will open up.
Join my signature “Your MoneyDate™” program and I’ll help you make the shift.
https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn:
https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
Michelle Perkins hosts financial expert Thomas Blottenberger to explore the connection
between mindset and financial strategy. Thomas shares insights on emotional biases in
investing, the importance of education in financial planning, and how to align your investments
with a greater purpose. The episode offers practical guidance on overcoming fears, building
financial literacy, and achieving peace of mind by focusing on purposeful investing.
Timestamps
00:00 - Emotional biases and their impact on finances
15:30 - Aligning investments with purpose
28:12 - Practical strategies for shifting financial paradigms
Loving Request: Please share this podcast with others who can benefit from gaining financial
freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living
and take control of your finances… Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-
itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life email community for valuable, usable content and to
learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will
empower your mindset and financial mastery by “dating your money.” Until you understand how
YOU relate to money and what you believe about money, nothing will change. Once you begin
to get to know yourself with money, learn the fundamentals of money management, and operate
in a new way with money, everything will open up.
Join my signature “Your MoneyDate™” program and I’ll help you make the shift.
https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn:
https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
The podcast featured a speaker discussing the importance of managing emotions and thoughts about money to achieve financial success. The speaker emphasized the power of positive thinking and visualization in manifesting financial goals. The discussion highlighted the role of mindset in overcoming financial challenges and creating a positive relationship with money. The speaker shared a manifestation exercise involving setting intentions, visualizing goals, and focusing on evidence of progress. The importance of maintaining a high frequency and positive mindset to attract abundance was emphasized. The speaker encouraged listeners to practice gratitude and use their minds effectively to achieve their desired outcomes. The podcast provided practical tips for improving financial well-being through mindset shifts and manifestation techniques. The discussion took place in a supportive and educational context, aiming to empower listeners to take control of their financial futures through positive thinking and intentional actions.
00:00 - Mastering your money mindset
13:14 - Smooth road to abundance
18:60 - Manifesting financial prosperity
Loving Request: Please share this podcast with others who can benefit from gaining financial freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your MoneyDate™” program and I’ll help you make the shift. https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
The podcast featured a discussion between an entrepreneur, coach, and problem solver about the importance of having a positive relationship with money to achieve financial freedom. The speakers emphasized the need for strategic financial planning, especially towards the end of the year, to maximize retirement contributions, set up accounts like Roth IRAs and HSAs, and review investment portfolios. They also highlighted the significance of mindset in achieving financial goals, suggesting listeners focus on positive self-talk and abundance mindset. Practical tips were provided, such as making extra estimated tax payments, utilizing flexible spending accounts, and engaging in tax loss harvesting. The speakers recommended taking one to two financial actions per week leading up to the end of the year, followed by a period of reflection and mindset adjustment. The discussion underscored the importance of proactive financial management and mindset in achieving long-term financial success.
00:01 - Strategic money planning tips
10:04 - Maximizing retirement contributions
15:36 - Year-end financial adjustments
23:13 - Mindset reset for abundance
Loving Request: Please share this podcast with others who can benefit from gaining financial freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your MoneyDate™” program and I’ll help you make the shift. https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 - Visa fler
