Guest: Chris Fern
Episode Description: Do you earn a decent enough living but feel you don't have enough money to buy the things you want? Do you struggle with anxiety when it comes to managing your money? Chris Fern, founder of Simple Business Solutions, creator of the Mindful Money Program and CTO at R3SET Enterprises, has developed a foolproof way to allow our human weaknesses to be our strengths and create a platform that helps people save and spend in accordance with their values and, ultimately, their complete happiness
Guest Bio: Chris Fern is the founder of Simple Business Solutions, creator of the Mindful Money Program and CTO at R3SET Enterprises. Chris has over 10 years of experience in IT and computer software development, systems architecture, networking, and customer relations. Using his expertise and personal interest in the human condition, Chris has developed a foolproof way to allow our human weaknesses to be our strengths and create a platform that helps people save and spend in accordance with their values and, ultimately, their complete happiness.
Guest: Sean The Money Wizard
Episode Description: Financial independence and early retirement are very possible when a young person understand the mechanics of planned savings and savvy money management. Sean, the Money Wizard, is a 20-something financial analyst by day and money blogger by night. Sean saved over $150,000 by age 26 as part of his plan to reach complete financial independence in his 30s, and his approach to saving over half his income has been featured in Forbes, Business Insider, and Yahoo Finance. Sean talks with host Jordan Goodman about where the inspiration to achieve financial independence comes from, what his journey has been like and what he's learned along the way.
Guest Bio: Sean is a 20-something financial analyst by day and money blogger by night. Sean saved over $150,000 by age 26 as part of his plan to reach complete financial independence in his 30s, and his approach to saving over half his income has been featured in Forbes, Business Insider, and Yahoo Finance. Sean writes the popular blog 'the Money Wizard. When he's not writing, Sean can be found cycling, skiing, or traveling the country.
Guests: Al Clopine and Joe Anderson
Description: How will Trump’s proposed income tax plan affect you and your taxes? Al Clopine and Joe Anderson of Pure Financial talk with host Jordan Goodman about the changes that Trump’s proposal could have on you and your finances. Anderson and Clopine take a closer look at different tax brackets, estate tax reform, individual tax strategies that are at risk and end-of-year tax planning tips for Trump’s proposed plan. Goodman, Clopine and Anderson wrap up this episode with a vigorous discussion focused on the insightful end of year tax planning with actionable steps for listeners to take now to improve and consolidate their financial well being, regardless of Trump’s proposed plan. Recommended end of year tax planning includes getting organized, maxing out contributions to retirement accounts, checking IRA distributions, employer sponsored retirement plans, Roth conversions, FSA, home mortgage acceleration, charitable contributions, and especially paying attention to tax efficiency.
Guest: Gary Smith
Description: Exactly what is value vesting and why should every investor be familiar with it? Author and economist Gary Smith joins host Jordan Goodman to talk about Value Vesting and Smith’s new book Money Machine: The Surprisingly Simple Power of Value Vesting. Smith and Goodman talk about what value vesting is and what it isn’t, how it’s different than investing methods that try to time the market, and why value investors look at investments so differently than what most contemporary investment strategies recommend. Smith talks about why gold and collectibles are not investments that value investors turn to and why value investors like investments with solid dividends and earnings at a low price. Smith brings his customary common sense and well thought out understandings of the interplay between market,psychology and finance to a conversation that every level of investor should find interesting and fruitful.
Guest: Ed Lyon
Description: If avoiding tax mistakes and penalties while maximizing tax savings is your goal then Ed Lyon, author, consultant, and founder of Tax Strategies, has knowledge-based advice for you. Ed talks with host Jordan Goodman about tax mistakes, tax planning, tax strategies, tax reform and more. Lyon is a recognized authority on tax practices. He brings his humor, insights and experience to a top-level conversation about everything taxes. Listen to hear Lyon’s counsel about tax planning and the potential to trip audit flags, the difference between tax preparation and tax planning and the question almost everyone wants to hear: how to pay less in taxes.
Guest Bio: Ed Lyon is an authority on tax planning – an author, consultant, speaker, the co-founder of TaxCoach™ Software, and Chief Tax Strategist for Financial Gravity, a Dallas-based provider of Fractional Family Office services. He’s actively involved in mentoring members during our weekly Member Call-Ins and through individual coaching with advanced TaxCoach™ members. Ed is also the Chief Tax Strategist for Financial Gravity. Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. He’s a member of many elite tax groups, as well as small business owner mentoring networks. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.
Guest: Ron Lieber
Description: From teaching your kids money skills to current financial topics, Ron Lieber covers it all in his books and in his New York Times column. Host Jordan Goodman talks with Lieber about his book, ‘the Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money,’ why he wrote it and the important lessons it contains for both parents and their children. Lieber’s book helps families have the kinds of financial discussions. Goodman and Lieber continue on to cover a wide range of financial topics including Equifax, credit card debt, and Trump’s proposed tax plan.
Guest Bio: Ron Lieber is the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money, which was an instant New York Times and Wall Street Journal bestseller. Ron has been the “Your Money” columnist for The New York Times since 2008. Before coming to The Times, he wrote the “Green Thumb” personal finance column for The Wall Street Journal and was part of the startup team at the paper’s Personal Journal section.Ron’s first book Taking Time Off: Inspiring Stories of Students Who Enjoyed Successful Breaks from College and How You Can Plan Your Own, co-authored with Colin Hall, was a New York Times bestseller in 1996. He also wrote Upstart Start-Ups, a book for young entrepreneurs, and was the co-author of a guidebook to the best entry-level jobs in the United States.Ron spent 14 years at the Francis W. Parker School in Chicago and graduated from Amherst College. He lives in Brooklyn with his wife and two daughters.
Guest: Doug McCormick
Description: Looking for the best ways to build a strong financial future for yourself and your family? Have you considered managing your family finances like a business? Host Jordan Goodman talks with Doug McCormick about why McCormick advises families to manage their finances like a business and what that looks and feels like. McCormick is a big proponent of developing your financial self worth so that you can develop your financial future. Goodman and McCormick talk about the major ideas from McCormick's book, Family Inc, and why McCormick is such a strong advocate for his system of family money management. McCormick believes that family financial security is the culmination of a lifetime of better financial decisions.
Guest Bio: Doug McCormick has served as an active duty Army officer, attended Harvard Business School, worked as an investment banker and a private equity investor, and as an entrepreneur as cofounder of HCI Equity Partners where he serves as Managing Partner. Before joining HCI Equity, Doug worked as a Managing Director at Thayer Capital and in the Investment Banking Division of Morgan Stanley & Co. Doug has served as a Captain in the U.S. Army’s 25th Infantry Division. Doug holds a Master of Business Administration from Harvard Business School and a Bachelor of Science in Economics from the U.S. Military Academy at West Point. Doug wrote the book and created the Family Inc. website to help high performing adults manage their finances to bring their family financial peace, stability and abundance. Doug also works with veterans to navigate the civilian financial world so their service and sacrifice can be rewarded with a secure financial future.
Searchable Show Topics
- Employer plans
- Federal policy
- Federal Reserve
- Financial planning
- Financial Skills
- Fiscal Policy
- Hot markets
- Income streams
- Kids and Money
- Market Fluctuations
- Mergers and Acquisitions
- Money management
- Non-Traditional Employment
- Passive income
- Personal finance
- Portfolio management
- Real estate
- Revenue streams
- Risk management
- Safe investments
- Stocks and bonds
- Wealth Creation
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