What Is Your Money Really For?
by The Tranel Financial Group
Our goal is to find out what your money is really for. We will be interviewing professionals from all stages of life to stimulate the mind and understand how your money is working for you. Start listening today!
Episodes
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Unlocking Financial Legacy: Rethinking Your Money’s Purpose
In this episode of the "What Is Your Money Really For?" podcast, Tyler Braun, Director of Financial Planning, explores innovative strategies for leaving a meaningful financial legacy. He shares a compelling client story that illustrates the complexities of required minimum distributions (RMDs)…
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The Geography of Wealth
Join Jenna Bradford and Tyler Braun as they discuss how where you live could influence your financial strategy, covering key topics like taxes, cost of living, and long-term planning. Learn how the state you live in might affect your financial situation and explore factors that could impact your...
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Unlocking Wealth: Strategic Planning for Multi-Generational Impact
Tyler, the Director of Financial Planning at The Tranel Financial Group, to explore a transformative approach to financial planning. They delve into a real-life client story that illustrates the power of goals-based financial planning, particularly when it comes to leaving a legacy. Tyler shares...
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What Does It Mean to Work With a Financial Advisor?
In this episode of the "What Is Your Money Really For?" podcast, Tyler Braun, the Director of Financial Planning, discusses the essential aspects of working with a financial advisor. Tyler emphasizes the importance of education and goal-oriented planning, highlighting how advisors should...
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Mindset Shifts of the Top 5%: Investing in Your Future
Tyler Braun, Director of Financial Planning Welcome to another episode with The Tranel Financial Group! Today, we have Tyler, the Director of Financial Planning, diving deep into the mindset and strategies of the top 5%. Discover how they view money, make decisions, and plan for a prosperous...
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Ways to Think About Multiplying Wealth
In this episode Tyler Braun, Director of Financial Planning, talks about the benefits of compounding interest, maximizing 401k contributions, and utilizing Roth IRAs for tax-free growth. Tyler highlights the power of setting financial goals and creating a checklist to ensure effective wealth...
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Life Insurance As An Asset Class
Tyler Braun, Director of Financial Planning, explains how to maximize the benefits of life insurance—not just as a protective measure for you and your loved ones in the event of a death, but also as a means to access Tax-efficient income streams and unlock your nest egg. The Tranel Financial…
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How much is enough to retire in 2024?
Jenna Bradford, President and Tyler Braun, Director of Financial Planning talk about having your assets work for you. Tyler goes through solutions driven by your goals and how to have your dollars work for you. He talks about how every dollar is not created equally. The Tranel Financial Group...
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What Are Consumers Thinking About? June 2024
Jenna Bradford, President and Tyler Braun, Director of Financial Planning talk about what it means to consumers when the media talks about consumer price index. The Tranel Financial Group www.tranelfinancial.com 1509 N Milwaukee Ave, Libertyville, IL 60048 847-680-9050
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Money Under the Mattress or Money in the Stock Market
Financial Advisor, Jeff Beck, and President, Cody Braun, talk through money under the mattress and money in the stock market. Learn about how people and some strategies to employ within the stock market.
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Benefits of Working with a Certified Divorce Financial Planner
Jennifer Merida, CDFA®, talks through what to look for when working with a divorce financial planner and how they can help you come out ahead in divorce. Divorce impacts approximately 50% of Americans and we can help.
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Restricted Stock Units & Deferred Compensation
Tyler Braun, Financial Advisor, and Cody Braun, President, go through restricted stock units and deferred compensation for high income earners. Tyler goes through the right and wrong thing to do with each strategy. Listen to learn more about how each strategy can impact your future and taxes.
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What does it mean to diversify?
Jeff Beck, Financial Advisor, goes through diversification, and who knew there were so many ways to diversify! He gives some good insights on what to ask a potential financial advising firm that you would work with Very last, Jeff gives some good insight into Meme Stocks! An example of a Meme…
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Divorce Financial Planning with a Certified Divorce Financial Analyst
Jennifer Merida, CDFA, with The Tranel Financial Group goes through why you would work with a CDFA and how they can help you. When going through a divorce, it's a very emotional time and decisions can be made with haste. Learn how working with a CDFA can help you come out ahead in a divorce.
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Investment Planning Education
Learn about investment terminology, risk tolerance, ROTH vs Traditional IRAs.
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Financial Planning Lessons
Cody Braun, President, and Tyler Braun, Financial Advisor, talk through the benefits of financial planning and what might be holding you back from doing working with a financial professional to help better your future.
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Give, Save, Spend
Money is a topic that crosses our minds daily. So much in our lives, we think about our money for bills/necessities, therefore we think we think once we get a paycheck, we need to spend on the monthly payments. Have you ever thought about how you spend, then save, then give whatever is left over?...
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Divorce is not Taboo
Divorce cannot be desrcibed without the word finace, which is why you need a Certified Divorce Financial Analyst to help you through a situation as complex as divorce. A CDFA is a calming presense and a strong resource to help you make the best decisions for your future.
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Questions to Ask Your Financial Advisor
When seeking out a Financial Adivsor that is the best fit for you, a lot people don't know which questions are "right" or appropriate. A lot of the time, when working with a financial adivsor, the final decision is the relationship and trust. Tyler Braun, Financial Advisor, will go into some...
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Saving Vs. Spending
To save or to spend your hard earned money? We go through case studies talking about different situations on when you should save or spend for the future. There is a balance to enjoying a wonderful life and still building for a successful future.
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Taxes and Finance
Taxes, finance, investments, OH MY! Taxes are a complex subject and Tyler Braun, Financial Advisor (NOT A CPA), talks about taxes and what the ideal outcome you would want.
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How Much Time Do You Have?
What is your time horizon? This is based on your goals, retirement, social security and income. Tyler can help you stager smaller time horizon goals to help you achieve you bigger and better. We can help you establish what is truly important to you, and then we can help determine a time horizon…
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Purpose in Retirement
8 Things I Wish I Knew Before Retirement is a book on the journey of retirement. In retirement, everyday is a Saturday, and what are you going to do with that day? Many people associate money -- how much money do I need to retire? Everyone will focus on money, but you don't work for 40+ years to...
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8 Things I Wish I Knew Before I Retired - Meet the Co-Author
Roch Tranel, CEO and Founder of The Tranel Financial Group, talks about his journey to developing 8 Things I wish I Knew Before I Retired. Roch has authored 3 books around Financial Advising, Retirement, and Investing. Roch's has a unique ability to help people retire.
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How much money do you need to retire?
Do you know how much money you need to retire and stay comfortably retired?
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Cash is King
We are talking about the importance of cash flow, liquid assets, and interest rates. Tyler Braun, financial advisor, talks about paychecks in retirement.
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Qualified Plans
Qualified Plan Vs Non-Qualified Plan and how each plan plays into taxes. What is your money really for and how do (non)qualified plans relate to your retirement?
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Social Security
The very first episode of What Is Your Money Really For?! Tyler Braun, Financial Advisor, gives insight to some of the 567 ways there are to take Social Security.