The Financial Purpose Podcast
BookmarkDale Shafer II, CFP®, APMA®, CDFA®
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
Ep 39: Election Economics & The Battleground of Narratives
Ep 38: The Final Checklist
Ep 37: How to use EBITDA to drive your business
Ep 36: To Bitcoin, or Not To Bitcoin?
Ep 35: Corporate Transparency Act
Ep 34: The Year No One Called [Correctly]
Ep 33: What you need to know before year end
Ep 32: $33 Trillion and uncertainty
Ep 31: Working ON vs IN your business
Ep 30: Get your business house in order!
Ep 29: How to choose the right financial advisor
Ep 28: Becoming a 1%-er
Ep 27: Personal Finance is Personal!
Ep 26: Unlocking Retirement Financial Freedom
Ep 25: How to Stay Broke
Ep 24: Cracking the Marketing Code
Ep 23: Stock Picking
Ep 22: Debt Ceiling
Ep 21: Give me 10!
Ep 20: What do you want from me?
Ep 19: Retirement Leakage
Ep 18: Making better decisions!
Ep 17: Drift - The Continuum of Mental Health and Money
Ep 16: Banks and playing chicken with the Fed
Ep 15: Is your financial advisor a fiduciary?
Ep 14: 5 tips for financial motion sickness
Ep 13: Words
Ep 12: Burn the boats
Ep 11: Recession and other scary words
Ep 10: Spaghetti and financial planning
Ep 9: Where is the market headed in 2023?
Ep 8: The "If you give a mouse a cookie" effect
Ep 7: Holidays and financial insecurity
Ep 6: Credit cards? Yes, no, maybe, depends...
Ep 5: Crypto (won't say I told you so, but...)
Ep 3: Better to have financial goals or financial direction?
Ep 4: What is your financial purpose?
Ep 2: Right on Track?
Ep 1: Set point theory
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