PODCAST · business
Money Rules Don't Rule
by Leah Haight
Money Rules Don't Rule explores everything about money that's NOT talked about. Your host, Leah Haight, CPA owns an independent accounting practice in Boise, Idaho USA. Tune-in for an intentional conversation about money, wealth, and the unspoken aspects of these concepts in our lives: what is it, who has it, and why it's important to focus on the Return On Your Life (ROYL), and not just the Return On Investment (ROI).
Episodes
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Episode 28 (Short): Announcement!
We update listeners about some upcoming changes to the show. Tune in! And, a bit of info about Estate Plans: if you have assets, you have an estate. If you have an estate, you need a plan for it. According to a recent survey, 55% of Americans who pass away do so without an estate plan. To make...
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Episode 27: Microlending with Aanish Shamim
What is Microlending? It was pioneered in developing countries as small loans at low interest rates. Access to credit was now available to everyone, not just those with unblemished records. Our guest today is Aanish Shamim, a Microloan Processor at Economic Opportunity, a program of Jannus in...
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Episode 26: Relationships & Money
Talking about money is hard! In the early stages of a relationship, talking about money and your habits and expectations around it can be as helpful in deciding compatibility with someone as your shared interests. In the middle stages, figuring out who manages daily finances can be a solo or…
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Episode 25: Lifestyle Creep! Pitfalls & Practical Tips
Lifestyle Creep is sneaky! It’s natural to increase your spending as your income rises. After all, we work hard to buy and do the things we love in life. However, when higher spending happens mindlessly, rather than intentionally, it becomes problematic. Lifestyle creep easily shows up in large...
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Episode 24: Is Entrepreneurship Calling Your Name?
An entrepreneur is someone who undertakes a project, typically one that requires effort. Most people have thought about being an entrepreneur at some time or another. In fact, nearly 71% of Americans said they'd rather be self-employed than be an employee (yet only 7% are self-employed!). There's...
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Episode 23 (Short): Does Your Behavior Affect Your Investment Returns?
Humans are naturally wired to be terrible investors. Think about it…more often than not, our brain tells us to seek comfort and to avoid pain. While that tendency has helped us survive since the Stone Age, it's also a vital reason why we inevitably struggle to consistently make sound investment...
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Episode 22: Siblings and Money with (you guessed it) My Sibling, Ryan Rourke
Ryan Rourke is your host's younger brother, and in today's episode they talk about what they learned about money while growing up in the same household, how to manage the adult-dynamic with siblings when money is involved, and how siblings can come together to help get their parents through their...
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Episode 21 (Short): Financial Gifts You Can Give This Holiday Season
'Tis the season to give, so why not think about a gift that keeps on giving and provides a long-term benefit? In this podcast, we discuss five ideas to give the gift of money and financial well-being this Holiday season.
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Episode 20: Fraud and White Collar Crime with Dr. Marie Rice, PhD
Dr. Marie Rice, PhD, CFE, CIA is an Assistant Professor at Siena College with nearly 20 years of experience as an anti-fraud and audit professional. Join us as we push through less than ideal audio conditions and explore fraud and the reasons why it happens. We also identify resources that both...
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Episode 19: "Just" Saving Isn't Always Enough
While saving is important to take care of your present needs and desires, investing is important for your future choices and goals. And with time being a limited resource, compounding is the secret to success. Join us as we talk about the difference between saving and investing, why it's critical...
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Episode 18 (Short): When You Know It's Time to Hire a Financial Advisor
A listener wanted to know if the value and benefit of partnering with a financial advisor would exceed their fees. If they decide to hire an advisor, what should they be looking for? Copious research shows people struggle to objectively manage their personal finances. As a result, substantial...
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Episode 17 (Short): When You Know It's Time to Hire an Accountant
A listener wanted to know when self-preparing their tax return was no longer adequate, and how to know when it's time to hire an accountant. And when they're ready to hire one, what should they be looking for? Take a look at the three-legged stool of time, interest, and expertise.
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Episode 16: Loyalty is an Asset with Dennis Mikelonis
Today's guest is Dennis Mikelonis, the VP of Commercial Banking Team Lead at Idaho Trust Bank which is headquartered in Boise, Idaho. Dennis shares with us money's journey through a bank, how commercial loans differ from personal loans, and why loyalty is an asset to your financial health. Dennis...
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Episode 15: How We Can Better Plan For the Cost of College
Why is the cost of an education so expensive? Tune in as we look back 100 years on the origin of higher education and what an education is today. We explore the expectations we place on 18 year olds to make decisions about debt loads that will burden them for the rest of their lives, and the…
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Episode 14 (Short): Retirement Savings for a Non-Working Spouse
There’s a popular misconception that because you don’t work, you can’t contribute to a retirement account. However, the spousal IRA contribution is one of the tax code loopholes that gets around this general rule and is a great way to save for retirement, in addition to building assets in the...
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Episode 13: Retirement Hazards
What does it mean to retire, not just financially but personally? Retirement can bring a lot of transitions into a person's life, and it can also be a time of heavy grief and loss. Some retirees have a hard time spending money after decades of saving. But when you have a plan for your money and…
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Episode 12: Navigating an Inheritance
Inheritances are complicated because they can trigger the trifecta of emotional issues: money, family, and death. If you have assets, make a plan for transferring them so that there are no surprises when it's time to do so. If you don't have a plan, then the state can determine how to disburse…
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Episode 11 (Short): The Greatest Gift to Retirement Savers
The Megabackoor Roth strategy allows some retirement savers to contribute significant sums of money on a Roth (after tax) basis. I'll explain why it's called the Megabackdoor Roth and who this rule applies to. To participate in this strategy, your 401k plan must allow for after-tax contributions,...
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Episode 10: Current Events: IRS Tax Return Leak
The tax returns of wealthy individuals were leaked to the press, and articles about them were written on June 8, 2021 by The Washington Post, ProPublica, and others. Basically, the articles claimed to have assessed the individuals' total wealth and estimated a "true tax" of 3.4% that the...
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Episode 9: Focusing on Financial Aspects We Can Control
Life is constantly changing and our financial lives are no different. But are there any aspects of our financial life that we can control? In this episode, we'll first talk about the financial things we cannot control - interest rates, elections - and the stress it causes when we let ourselves be...
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Episode 8: Wealth Transparency
What is wealth? Formally, it's the money you don't spend, that you amass and acquire, to afford opportunities. But really, it's a moving target that is constantly changing as the Fair Market Value of assets and investments change. We can't see wealth, so when and why do we hide it? Tune in as we...
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Episode 7 (Short): Turbocharge Your Charitable Giving with a Donor Advised Fund
Donor Advised Funds are an efficient way to turbocharge your charitable giving while maximizing the tax benefits of doing so. You receive a charitable deduction on your tax return in the year you contribute money to the account, and then as you're ready you can allocate any amount of money in the...
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Episode 6: How Personal Experiences Shape Your Outlook
Get to know your hosts! In this episode, we each take the hot seat and answer thoughtful questions about our individual financial perspective, experiences, hard lessons, and more.
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Episode 5 (Short): Child Tax Credits Coming Soon
The Child Tax Credit increases in 2021, and eligible taxpayers can receive an advance of this credit instead of waiting until they file their 2021 return in 2022. All taxpayers with children age 17 and under qualify for $2,000 per child if their income is under $400,000 (MFJ) and under $200,000...
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Episode 4: Removing Budget Constraints by Growing Income
Budgeting....ugh! We know this is not a favorite topic, but they can be useful in helping to drive our behavior so we can get to where we want to go. Budgets are only as helpful if we stay disciplined to them. Budget forward, or in reverse, but don't forget to grow your revenues so that you can...
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Episode 3 (Short): HSA Accounts
A Health Savings Account, or HSA, is more than what its name implies. It is a little-known retirement asset with big upside. Certified Financial Planner (CFP®), Matt Cooley tells us that it is the only Triple-Tax-Free investment vehicle that is a must-have if the following "rules" apply to you…
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Episode 2: Talk About The Title
What do we mean, Money Rules? And why don't they rule? Money rules are just that: the rules of a game. And like all games, the rules can be manipulated, stretched, and creatively applied, depending on your unique situation, preferences, and priorities. What you learned about money from your…
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Episode 1: Intro
Introductory episode to the brand-new podcast that explores the underbelly of everything that's NOT talked about money. Your hosts, Leah Haight, CPA and Matt Cooley, CFP® are industry colleagues located in Boise, Idaho USA. Tune-in for an intentional conversation about money, wealth, and the...
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ABOUT THIS SHOW
Money Rules Don't Rule explores everything about money that's NOT talked about. Your host, Leah Haight, CPA owns an independent accounting practice in Boise, Idaho USA. Tune-in for an intentional conversation about money, wealth, and the unspoken aspects of these concepts in our lives: what is it, who has it, and why it's important to focus on the Return On Your Life (ROYL), and not just the Return On Investment (ROI).
HOSTED BY
Leah Haight
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Frequently Asked Questions
How many episodes does Money Rules Don't Rule have?
Money Rules Don't Rule currently has 28 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Money Rules Don't Rule about?
Money Rules Don't Rule explores everything about money that's NOT talked about. Your host, Leah Haight, CPA owns an independent accounting practice in Boise, Idaho USA. Tune-in for an intentional conversation about money, wealth, and the unspoken aspects of these concepts in our lives: what is it,...
How often does Money Rules Don't Rule release new episodes?
Money Rules Don't Rule has 28 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Money Rules Don't Rule?
You can listen to Money Rules Don't Rule on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Money Rules Don't Rule?
Money Rules Don't Rule is created and hosted by Leah Haight.
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