It’s one thing to think the Oracle of Omaha’s advice is good. It’s another to follow it, and choose the path of market optimism. We’ve all heard Warren Buffett’s famous quote advising us to “be fearful when others are greedy, and greedy only when others are fearful.” But do you actually act on that? If…
Beyond Finances Podcast #35: Can You Have Too Much Cash? (Spoiler: Yes, and It’s Risky)
Here’s what you need to know to determine how much cash you actually need on hand — and what to do with extra funds if you have them. Most people think you can’t have too much cash on hand or in the bank. Cash is king, right? Cash is safe! The reality is holding too…
Beyond Finances Podcast #34: Avoiding Short-Term Distractions When You Have a Long-Term Strategy
Most people make short-term and limited decisions without considering how these choices impact things to the right when you’re only looking left. Here’s how to solve that problem. Rebroadcast: We open this episode with a quick update on the coronavirus scare, recent market volatility, and how we think about the best course of action for…
Beyond Finances Podcast #33: Stop Seeking Perfection with Your Financial Decisions
Progress (and choices that align with YOUR vision for YOU life) > Perfection When it comes to making financial decisions, most of us want to get things exactly correct. We want the RIGHT answers; we think the choices that will bring us to the most wealth are the best ones. And this makes sense. It’s…
Beyond Finances Podcast #32: Why You Need Financial POWER (Not Financial Freedom)
Many people think the ultimate financial goal is financial freedom or independence — but what if I told you there was an even better way to use your money to enjoy your life now AND in the future? If you’ve listened to this podcast for any amount of time, you’ll know that one of the…
Beyond Finances Podcast #31: The Most Important Question in Personal Finance
It’s extremely simple in theory — but could require a lifetime of experience to answer: What is enough? We are all for saving money — like, a lot of money. A few episodes back we talked about saving over 40% of gross income, in fact. But that doesn’t mean we’re frugal. In fact, financial advice…
Beyond Finances Podcast #30: Are You Sabotaging Your Shot at Financial Success?
The most common thing that stops people from achieving their highest financial potential? Themselves. In this episode of Beyond Finances, we consider whether the roadblocks and challenges you’re facing might actually be all in your head. “Learned helplessness” is a phenomenon that can stop you from making the progress you’re capable of, and it happens…
Beyond Finances Podcast #29: How to Enjoy Life Today and Still Plan Responsibly for Tomorrow
In this replay of our very first podcast episode, we revisit what it means to be able to enjoy your money today — while still taking the necessary steps to build your wealth and plan responsibly for the future. This is our last episode of 2019, and before we jump into a brand-new year, we…
Beyond Finances Podcast #28: How to Make 2020 a Financial Success
Now is the time to take the necessary actions if you want to make 2020 a great year for your personal finances. In this episode, we share 6 major considerations you can use to help guide your year-end financial planning — along with a few suggestions for what to focus on in 2020 to make…
Beyond Finances Podcast #27: Renting vs Buying a House: Use This Framework to Figure Out the Right Answer
You’ve heard renting is throwing money away and a house is always a good investment. But is it true? The answer is it depends — and today, we’re giving you what you need to get to a solid recommendation on what’s best for your personal situation. The “renting vs buying a house” debate is one…