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The Financial Purpose Podcast

The Financial Purpose Podcast

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The Financial Purpose Podcast is a business podcast hosted by Dale Shafer II, CFP®, APMA®, CDFA®. It has 39 episodes, with the latest published April 2024.

Straight talk about aligning Business, Money, and Investing to your financial purpose. thefinancialpurpose.substack.com

business ·en ·39 episodes

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Title
1

Ep 39: Election Economics & The Battleground of Narratives

2

Ep 38: The Final Checklist

3

Ep 37: How to use EBITDA to drive your business

4

Ep 36: To Bitcoin, or Not To Bitcoin?

5

Ep 35: Corporate Transparency Act

6

Ep 34: The Year No One Called [Correctly]

7

Ep 33: What you need to know before year end

8

Ep 32: $33 Trillion and uncertainty

9

Ep 31: Working ON vs IN your business

10

Ep 30: Get your business house in order!

11

Ep 29: How to choose the right financial advisor

12

Ep 28: Becoming a 1%-er

13

Ep 27: Personal Finance is Personal!

14

Ep 26: Unlocking Retirement Financial Freedom

15

Ep 25: How to Stay Broke

16

Ep 24: Cracking the Marketing Code

17

Ep 23: Stock Picking

18

Ep 22: Debt Ceiling

19

Ep 21: Give me 10!

20

Ep 20: What do you want from me?

21

Ep 19: Retirement Leakage

22

Ep 18: Making better decisions!

23

Ep 17: Drift - The Continuum of Mental Health and Money

24

Ep 16: Banks and playing chicken with the Fed

25

Ep 15: Is your financial advisor a fiduciary?

26

Ep 14: 5 tips for financial motion sickness

27

Ep 13: Words

28

Ep 12: Burn the boats

29

Ep 11: Recession and other scary words

30

Ep 10: Spaghetti and financial planning

31

Ep 9: Where is the market headed in 2023?

32

Ep 8: The "If you give a mouse a cookie" effect

33

Ep 7: Holidays and financial insecurity

34

Ep 6: Credit cards? Yes, no, maybe, depends...

35

Ep 5: Crypto (won't say I told you so, but...)

36

Ep 3: Better to have financial goals or financial direction?

37

Ep 4: What is your financial purpose?

38

Ep 2: Right on Track?

39

Ep 1: Set point theory

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