PODCAST · business
Financial Dads
by Paul Fagan
This podcast is for all the moms and dads out there who struggle with life’s topics as they are related to family and finances. Our hope is we can provide our thoughts, successes and mistakes and share them with all of you.
Episodes
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The FIRE Movement with Ben Hockema
In this episode, I talk to Ben Hockema. Ben founded Illuminate Wealth Management on January 1st, 2020. Prior to Illuminate, Ben spent over a decade at another independent financial firm in the Chicago area. Ben is a Certified Financial Planner and has been featured in The Wall Street Journal, The...
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Money Ripples with Chris Miles
In this episode, I talk to Chris Miles. Chris is a Cash Flow Expert and Anti-Financial Advisor, who is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. Chris has used his knowledge, not once, but twice, to become financially independent...
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Home Economics with Julia Barbaro
In this episode, I talk to Julia Barbaro. Julia is a mother of 6 and wife to Gino Barbaro, an entrepreneur and cofounder of Jake and Gino. Together they host the Julia and Gino podcast where they focus on raising a family and running a business. Julia is the author of "The cannolis exploded" and…
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The Millionaire Choice with Tony Bradshaw
In this episode, I talk to Tony Bradshaw. Tony is an author and alternative investments expert. He is the Founder, Author, and President at The Millionaire Choice. Tony believes there should only be 2 types of people in the world: millionaires and future millionaires. He helps move his future...
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Mortgage Notes Investing with Fred Moskowitz
In this episode, I talk to Fred Moskowitz. Fred is an author and alternative investments expert. Fred helps busy professionals to build wealth through alternative investments such as real estate and mortgage notes. He is the author of the The Little Green Book Of Note Investing: A Practical Guide...
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The One-Number Budget with John Crane
In this episode, I talk to John Crane. John Crane, Author and financial advisor with Crane Financial. John is a financial advisor with more than two-decades of experience in the financial services industry. He has devoted his career to providing financial guidance to business professionals,...
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Private Banking Strategies with Vance Lowe
In this episode, I talk to Vance Lowe. Vance is the CEO of Private Banking Strategies. With 40 years in the financial industry, Vance has extensive knowledge in the financial arena, extending far beyond his numerous accreditations, honors, and accolades. For over two decades, Vance owned and...
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Crypto Investing with Josh Rhodes
In this episode, I talk to Josh Rhodes. Josh Rhodes, Founder of Crypto Y’all to the show. He is a full time crypto investor, enthusiast, and business owner. Josh got his start as a real estate investor and marketing agency owner before discovering the power of crypto as a wealth building asset....
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Financial Advisement for Practice Management with Eric Miller
In this episode, I talk to Eric Miller. Eric is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During…
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Income Maximization with Mark Willis
In this episode, we talk to Mark Willis. Mark is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their...
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How to Build Wealth Like the Top 1% with Jerry Fetta
In this episode, we talk to Jerry Fetta is the owner and founder of Wealth DynamX. WealthDynamX is a Financial Firm that helps thousands of clients across the U.S. build wealth. Jerry has a passion for providing financial education for families so they can become solvent and achieve greater...
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Navigating the Real Estate Market in Major Cities with Paul Zweben
In this episode, we talk to Paul Zweben about navigating the real estate market in major cities, in particular, in the New York City Market. Paul is a successful Sales agent at Douglas Elliman Real Estate. Paul started his career in the restaurant industry. With the goal of “making every guest in...
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The Privatized Banking System Method with Curtis May
Curtis May is the host of The Practical Wealth Show Podcast and the creator and owner of Practical Wealth Advisors. Curtis has been planning for individuals for more than 35 years, and he is passionate about helping his clients save money and live the very best life they can right now. The…
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The Real Estate Investing Diet with André Stewart
André Stewart is the founder and CEO of InvestFar Capital, Residual Roads Business Institute, and InvestFar, the first mobile app that lets you purchase, renovate, sell, or manage an investment property remotely globally. Previously a commercial banker at Wells Fargo, Silicon Valley Bank and a...
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Diversity, Equity and Inclusion in the Workplace with Deanna Singh
Deanna is a highly respected thought leader, who has spent almost 20 years researching, designing, and building asset-based solutions to complex social and business challenges. Today, she travels the world inspiring and educating audiences through poignant storytelling. Deanna works tirelessly to...
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Precious Metals Industry Trends with Patrick Yip
Patrick Yip serves as the Director of Business Development at APMEX and OneGold. APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. OneGold is a fast growing online precious metals platform…
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An Entrepreneur's Journey with Howie Zales
Howie Zales is an Emmy Award winning Camera Operator who turned his passion for television broadcasting into several entrepreneurial endeavors. Howie created HJZ Productions, Inc in 2000 to address the need for professional level sports crewing/staffing in the New York market. Under his…
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How to Grow Your Business with Sean Campbell
Sean has been training, mentoring, and educating all his life. An exceptionally well- regarded conference speaker and author, Sean has delivered talks for Fortune 50 companies and top tier conferences. He has also been the author of several books on technical as well as business topics. Sean has...
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A Millennial’s Guide to Financial Planning with David Rosell
This episode is A Millennial’s Guide to Financial Planning. David has 35+ years in business and investing and 2 published books on finance and retirement. David’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75…
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College Planning with Brad Baldridge
We talk to Brad about College planning; advice on how to combat misinformation around college planning. Brad has worked with thousands of families to plan and save for college using strategies that have been proven to be smart and effective. He hosts Taming the High Cost of College, a…
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Charitable Giving and Financial Planning with Maryann Keith
We welcome back to the podcast Maryann Keith. She is a financial advisor working with single, divorced, and widowed women specializing in holistic financial planning. We talk to her about charitable giving and financial planning. We cover topics including Donor Advised Funds (DAFs), Qualified...
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Thrifting and Other Bargain Hunting Adventures with Julia Fagan
One of the Pauls talks to his daughter Julia about thrifting and other bargain hunting adventures. Topics include shopping at thrift stores, tag sales, how to find great bargains, and great thrifting tips. #financialdads #thrifting #tagsales #thriftingtips
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Off To College - A View through a Financial and Emotional Lens
One of the Pauls recently brought his son to college and wanted to unload a number of thoughts and topics that are top of mind related to 529 plans, qualified 529 expenses, 592 withdrawals, tips and recommendations, and overall sentiments. #financialdads #529plans
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Car Buying in 2022 with Drew Como
We talk to Drew about buying buying and selling cars in 2022. Drew just went through this real world experience and has a ton of knowledge to convey. He lives in the North Carolina and has three daughters. We talk about buying a new car, selling a lease, the art of negotiation, as well as doing...
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Planning for Life in Retirement with Joe Casey
We talk to Joe about his book; Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Joe is an executive coach, Managing Partner of Retirement Wisdom, and host of The Retirement Wisdom Podcast, inspiring people to create meaningful lives in retirement. Before he designed...
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Pre-IPO and Financial Planning with Aaron Rubin
We talk to Aaron about smart investments for people who don't have an advisor, and financial secrets he wishes everyone knew about! We will also talk about an interesting topic, Pre-IPO and Financial Planning. As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that...
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Closing on Distressed Properties with Chris Craddock
We will talk to Chris about closing on distressed properties; share his strategies that are helping real estate investors and agents increase their revenue by reviving dead leads and turning them into cash. Chris gives us some interesting insight into how he finds his property deal, again another...
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Protecting your business an Interview with Ed Bryan
In this in interview we explore the 831b plans to help keep your business running in rough times. Understand how an 831(b) is like a 401k but for your business. Ed explains why COVID-19 was a hard lesson, insurance carriers denied business interruption claims citing indirect losses and language...
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Balancing work and family, an Interview with Chris Larsen
We discuss how he "retired" at age 38 after 18 years in the medical device industry. Chris then started Next Level Income where he dedicates his time to helping others become financially independent through education and investment opportunities. https://www.nextlevelincome.com #FinancialDads,...
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Mortgage Tips for the Self-Employed with Alejandro Szita
During our interview with Alejandro Szita we discuss things you can do to obtain a mortgage while being self employed. Most of the mortgage environment has been designed for those who are employees and not self employed. We get into some great nuances and the different mindset of the self…
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Financial Intelligence with Henry Daas
Henry Daas is a serial entrepreneur, business coach, screenwriter, and self-described 'ordinary guy', and now personal finance coach! Born in Brooklyn at the tail end of the Eisenhower years, he has lived his entire life in and around NYC. He has lived his life in and around money, as well - from...
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The importance of Financial Education with Vince Shorb
Vince Shorb is the CEO of the National Financial Educators’ Council and leads the NFEC’s Subject Matter Experts board. Before becoming one of the council’s original founders, Shorb spoke with over 20,000 people about their financial situations and reviewed the personal financial statements of…
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Crypto Currency Revisited with Shai Perednik
We revisit all things Crypto Currency in this episode with Shai Perednik, A follow up to our first Crypto Currency episode, but this time with a true subject matter expert in the space. Shai is the global head of blockchain for Amazon Web Services. In this episode, we dive deeper into all things...
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Running and building a small business with Jonathan Rosenfeld
We interview attorney Jonathan Rosenfeld and he opens about the behind the scenes of building a small business. How he gets clients, how much time he spends running his business, and how they generate website content. He shares the ratio of time he spends running the business versus servicing...
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How to start a business using your own 401k or IRA with Bernard Reisz
Bernard Reisz (CPA) takes us on a journey on how to leverage your 401k or IRA utilizing a little known IRS area called ROBS (Rollover as Business Start-up.) This can get complicated so listen and don't try this without a proper financial expert that understands the complexity of this financial...
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Getting Started in Real Estate Investing with David Spear
David dabbled in Real Estate investing with just one home. Then a couple of years ago he went all in and now has 13 properties in three markets and looking to grow more. He gives us some real food for thought and practical advice for getting started. Using the passive income he is generating, he…
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Professional Development with Brad Sugars
The Financial Dads interview the dynamic personality, Brad Sugars. Brad has written 17 books, is CEO of 11 companies, and has a unique talent of breaking down complex thoughts and ideas in a way we can all understand. One of his best and most successful books is the Billionaire In Training. This...
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Grad to Grown-Up: 68 Tips to Excel in Your Personal and Professional Life with Gene Rice
We interview co-author Gene Rice and discuss his unique self-help book that offers a roadmap to kickstart your future. Rags-to-riches author and CEO Gene Rice and his high school English teacher daughter Courtney Bejgrowicz demystify adulthood by sharing critical information alongside…
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Owning the Dash with Anthony Delauney, CFP
In this interview we discuss the concept of Owning the Dash. Developing the mindset necessary to own the dash between your start and your end dates. We get into a good deal of topics during this Interview. Owning the Dash financial planning mindset was inspired by the passing of Anthony's cousin...
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The Value of College with Tony Johncola
Is college worth it? What does college cost? How much in loans will I end up with after college? The Financial Dads tackle the value of college. What is the average amount students say they spend over the course of a degree? Insights from one of the biggest lenders funding college at Sallie Mae....
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Reverse Retirement Engineering - Early vs. Traditional Retirement with Joe DiSanto
We interview Joe DiSanto. He is the owner of Play Louder!, Fractional CFO, Consultant, and Authority Blogger. Joe helps individuals and business owners increase their net worth and plan better for their future. You have career coaching, workout coaching, Dr's, but to you have a financial coach?…
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Social Security and Financial Planning with Maryann Keith
Maryann shares with us her experience and advice working with single, divorced, and widowed women specializing in holistic financial planning. With extensive expertise in Social Security, she talks to us about many aspects of this valuable benefit including tax implications and planning, when to...
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Wedding Planning with Tony Johncola
The financial dads take on one of the most emotional financial topics. Your daughter’s wedding. We invite back our special guest Tony Johncola to share the details from a dad’s perspective with the wedding just weeks away. Tony, Paul, and Paul have a friendly and honest discussion in regards to...
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Exploring a minimalist lifestyle with Peter Atwater
Peter shares with us his life experiences as they relate to a minimalist lifestyle. When you live as a minimalist, you strive to only use things that serve a purpose. It's about living simply and having only what you need to go about your daily life. We explore topics such a needs vs. wants,...
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Mindful Money with Jonathan DeYoe
Money is emotional, Jonathan shares how his training as seminarian and Buddhist academic to a financial advisor has helped his clients. Jonathan also shares how a fiduciary advisor is different than a broker and why this matter to you as an investor. We discuss emotional intelligence and how that...
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Buying and Selling Real Estate in a Hot Market with Tony Johncola
The do's and dont's of buying and selling a home. Tony Johncola answers some of the hard questions. Why use a broker to sell your home? The pitfalls of FSBO (For Sale By Owner). Have Zillow and Redfin changed the market? What are common buyer and seller mistakes? This is a can't miss episode for...
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An interview with Drew Vernon
Drew is a Screen-free education ambassador, Marketing Director, Entrepreneur and fellow Podcast Host. Drew not only has wonderful insights into childhood development, but also some great practical advice about starting a business revolving around a cause you believe in, with some excellent...
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Passive income Investing Strategies with Martin Saenz
Bequest Funds Martin Saenz discusses his passive income Investing strategy while touching on his 5 books. #passiveincome #Fundingyourfamilyforlife #evergreenfund #financialdads #Interview https://www.bqfunds.com...
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New Year’s Financial Planning
The New Year is a great time to review your financial health.
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The Money Nerve with Bob Wheeler
Discussion with the author of the book - The Money Nerve: Navigating the Emotions of Money, helps you uncover and understand your financial habits, limiting beliefs and emotional blocks around your finances to create a healthier relationship with money.
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ABOUT THIS SHOW
This podcast is for all the moms and dads out there who struggle with life’s topics as they are related to family and finances. Our hope is we can provide our thoughts, successes and mistakes and share them with all of you.
HOSTED BY
Paul Fagan
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