Τα καλύτερα The Wealthy Podcast podcast (2024)

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How to Find the Right Advisor for You – Episode 5 30:16

11h ago30:16

30:16

Bogart Wealth CEO & President James Bogart, CFP®, CHFC®, and Financial Advisor Jung Seh, CFP® talk about different types of financial advisors, what differentiates fee-only advisors and how they create value, and how to find an advisor that's best suited for you. Call our office or visit our website to learn more about how we can help: 703-570-8651…

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61. Wealth Building Series Part 5: Have Plenty of Cash 10:22

13h ago10:22

10:22

Next Steps: Click Here to register for the How To Build Wealth without Going On A Strict Budget Masterclass that's happening in April. Click Here to learn more about The Wealthy Woman's Academy Click Here to subscribe to The Wealthy Wednesdays Weekly Newsletter. Interested in private coaching? Click Here to schedule a consultation. Join The Faceboo…

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Episode 99: Employer Sponsored Retirement Accounts: 401(k) and 403(b) Plans 25:05

3d ago25:05

25:05

Pension plans and defined benefits plans are becoming more scarce and 401(k) and 403(b) and other types of defined contribution plans have become the norm. In this episode, I start with a brief summary of the history behind funding retirement before I dive deeper into the most common type of retirement plans currently available to W-2 employees. Th…

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#65 - "High Stakes Decision Making & Why Context Can Create Confusion with Taylor Welch & Mike Walker" 27:37

4d ago27:37

27:37

In this episode of TWC Talks, hosts Mike and Taylor delve into the entrepreneurial experience, discussing the importance of adjusting business models in response to market changes, and the value of attending branding and advertising workshops. They share insights on the challenges of making money online and emphasize the necessity of modifying busi…

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60. Wealth Building Series Part 4: Manage Your Mind 11:18

1d ago11:18

11:18

Next Steps: Click Here to register for the How To Build Wealth without Going On A Strict Budget Masterclass that's happening in April. Click Here to learn more about The Wealthy Woman's Academy Click Here to subscribe to The Wealthy Wednesdays Weekly Newsletter. Interested in private coaching? Click Here to schedule a consultation. Join The Faceboo…

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59. Wealth Building Series Part 3: Don't Use Strict Budgets 8:40

3d ago8:40

8:40

Next Steps: Click Here to register for the How To Build Wealth without Going On A Strict Budget Masterclass that's happening in April. Click Here to learn more about The Wealthy Woman's Academy Click Here to subscribe to The Wealthy Wednesdays Weekly Newsletter. Interested in private coaching? Click Here to schedule a consultation. Join The Faceboo…

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58. Wealth Building Series Part 2: Set Big Financial Goals 13:07

4d ago13:07

13:07

Next Steps: Click Here to register for the How To Build Wealth without Going On A Strict Budget Masterclass that's happening in April. Click Here to learn more about The Wealthy Woman's Academy Click Here to subscribe to The Wealthy Wednesdays Weekly Newsletter. Interested in private coaching? Click Here to schedule a consultation. Join The Faceboo…

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57. Wealth Building Series Part 1: Know What Matters To You 9:26

5d ago9:26

9:26

Next Steps: Click Here to register for the How To Build Wealth without Going On A Strict Budget Masterclass that's happening in April. Click Here to learn more about The Wealthy Woman's Academy Click Here to subscribe to The Wealthy Wednesdays Weekly Newsletter. Interested in private coaching? Click Here to schedule a consultation. Join The Faceboo…

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Episode 98: Has the time come for using Robo-Advisors for investing? 12:40

10d ago12:40

12:40

Artificial Intelligence is getting better and better. What does that mean for robo-advisors, or using programing and technology instead of a human financial advisor? Wealthfront and Betterment were the first two large platforms to offer robo-advisors services. Now Vanguard, Fidelity, and Charles Schwab are offering robo-advisor services. This episo…

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56. How To Overcome The Urge To Impulse Spend 33:03

11d ago33:03

33:03

Next Steps: Click Here to register for the How To Build Wealth without Going On A Strict Budget Masterclass that's happening in April. Click Here to learn more about The Wealthy Woman's Academy Click Here to subscribe to The Wealthy Wednesdays Weekly Newsletter. Interested in private coaching? Click Here to schedule a consultation. Join The Faceboo…

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#64 - "Ditching The 9-5: An Entrepreneurial Journey with Mike Walker & Special Guest Varti Deuchoghlian" 21:51

11d ago21:51

21:51

In this episode of TWC Talks, host Mike Walker interviews Varti, a Montreal-based music producer and coach. Varti shares his journey from working a high-income corporate job, driven by his parents' advice for success, to pursuing his passion in music production and eventually entrepreneurship. Despite the challenges of leaving a stable income and f…

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Thinking About Saving as Gen Z – Episode 4 15:36

14d ago15:36

15:36

James Bogart, CFP®, ChFC® is joined by Associate Financial Advisor Nick Conforti, CFP®, who is also an associate in Bogart Wealth's Advisor Growth Track, to talk about how Gen Z should think about saving in order to jumpstart their future. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.BogartWealth.com IM…

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Episode 97: Getting More High Fixed Interest Rate I-bonds 17:31

17d ago17:31

17:31

I-bonds purchased between Nov 1, 2023 and April 30, 2023 have a fixed interest rate of 1.3%, the highest fixed rate in 15 years. Combined with the inflation rate, they are paying 5.27%. If you've ever been interested in buying I-bonds, now is the time. If you don't particually want more I-bonds in your portfolio but you have I-bonds previously purc…

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55. The Impact of Money Coaching with My Client Lynea Carver 53:50

18d ago53:50

53:50

Are you ready to break free from the stress and overwhelm of managing your finances? Then this episode is for you! This weeks we dive into my client Lynea Carver's inspiring journey from financial struggle to success. Join us as Lynea shares her personal experiences and the pivotal moments that led her to seek help in managing her finances. From fe…

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#63 - "David & Goliath: Fortifying Your Business Against Regulation and The FTC with Taylor Welch & Mike Walker" 17:26

18d ago17:26

17:26

In this episode of TWC Talks Podcast, Mike Walker and Taylor Welch discuss the challenges and importance of FTC compliance and ethical persuasion in business. The conversation delves into their recent experience hosting a session in Nashville where they covered the potential dangers businesses face when unaware of FTC regulations, emphasizing the s…

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Episode 96: Self Directed Retirement Accounts 17:32

24d ago17:32

17:32

How did Mitt Romney amass $20-100 Million in his IRA? In this episode, I introduce self-directed retirement accounts, what they are and what they are used for. Please subscribe and leave a review on your favorite Podcasting platform. If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free c…

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#62 - "Creating A Business Your Customers Will Love" with Mike Walker 20:46

24d ago20:46

20:46

In this episode of TWC Talks, host Mike Walker brings a special episode straight from the slopes of Vail, Colorado, during one of the vibrant destination events focused on "People, Ops and Profit." The episode features conversations with Anfernee and Tammy from Taiwan, shedding light on their innovative approach to transforming Taiwanese manufactur…

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54. 8 Wealth Building Essentials Every Woman Should Know 24:30

25d ago24:30

24:30

Ready to take charge of your financial future and build the life you've always dreamed of? This week's podcast episode is your ticket to figuring out the secrets of wealth building and financial empowerment. Join me as I reveal the 8 essential steps every woman needs to know to pave her way to a wealthier life. From uncovering your core values to s…

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The Family Conversation – Episode 3 29:30

28d ago29:30

29:30

Join host James Bogart, CFP®, CHFC® and Financial Advisor Morgan Veth, CFP® as they discuss "The Family Conversation" and how they approach talking about money, investments, and retirement with their loved ones. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATI…

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How Roth IRAs Can Be Great – Episode 2 30:48

28d ago30:48

30:48

Bogart Wealth CEO & President James Bogart, CFP®, CHFC® is joined by Financial Advisor Sydney Rutledge, CFP® to talk about the benefits of Roth IRAs and why they think it can be a great choice for certain savers and investors. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.BogartWealth.com IMPORTANT DISCL…

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2024 Planning – Episode 1 29:25

28d ago29:25

29:25

In the first episode of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Bogart Wealth CEO & President James Bogart, CFP®, CHFC® and Financial Advisor Brian Windsor, CFP® talk about how they prepare and plan for their financial future in the new year. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.BogartWealt…

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Episode 95: My Own Personal Money Scarcity 35:21

1M ago35:21

35:21

This week’s episode is a really personal one where I share how recently, a lot of money scarcity has been coming up in my life and how I’ve been working through it. Its really a raw episode, me talking while I'm in the thick of it, with minimal editing. (mostly to take out long pauses) Please subscribe and leave a review on your favorite Podcasting…

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#61 - "Escaping The Bottleneck: Learning How to Lead as a Founder & Visionary" (Interview with JonCameron Johnson) 26:40

1M ago26:40

26:40

In this episode of the TWC Talks podcast, Mike Walker engages in a dynamic conversation with JohnCameron, focusing on the challenges and strategies of engineering exceptional client experiences and building efficient business operations. JohnCameron shares his journey in running Etho, a company dedicated to eradicating disease, and discusses the im…

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53. How To Start Trusting Yourself With Money 31:41

1M ago31:41

31:41

This episode of The Wealthy Woman's Podcast will explore a topic that resonates with so many of us: Trusting Yourself with Money. Join me as we delve into the common signs that may indicate a lack of trust in yourself when it comes to managing your finances. From hiding money in multiple accounts to setting up barriers between you and your money, w…

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Episode 94: Adding International Index Funds to Diversify Your Investment Portfolio 13:15

1M ago13:15

13:15

There are those who believe that investing in the United States stock market is all the diversification you need for your stock portfolio. Some even limit themselves to the S&P 500 Index fund while other go with the total US stock market. This week’s episode talks about adding international stock exposure to your portfolio. Please subscribe and lea…

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#60 - "Battling the Economy as an Expert Business" with Taylor & Mike 28:38

1M ago28:38

28:38

In this episode of the TWC Talks podcast, Mike Walker and Taylor Welch discuss the economy's current state and how it impacts expert businesses. They share their experiences and insights into the economy, the role of the Federal Reserve, and the challenges businesses face in the current market. They also discuss the importance of pricing strategies…

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52. Money Mindset Makeover: How To Break Free From Financial Avoidance 21:44

1M ago21:44

21:44

Next Steps: Click Here to register for the How To Build Wealth without Going On A Strict Budget Masterclass that's happening in April. Click Here to learn more about The Wealthy Woman's Academy Click Here to subscribe to The Wealthy Wednesdays Weekly Newsletter. Interested in private coaching? Click Here to schedule a consultation. Join The Faceboo…

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Episode 93: 2023 Tax Update 12:42

1M ago12:42

12:42

In this episode, I review updates with filing taxes for 2023 as well as discussing different tools and help offered by the IRS to get your taxes done. The standard deduction for 2023 is $13,850 for single or married filing separately and $27,700 for a married couple filing jointly. To create an account to pay your taxes online or set up a payment p…

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#59 - "Maximizing Productivity and Creating Space" with Michael Yeung 16:55

2M ago16:55

16:55

In this episode of the TWC Talks podcast, Mike Walker interviews Michael Young, the Founder of Elite Productivity. They discuss how to optimize time and achieve more in a day. Mike Young shares his expertise in helping small business owners, coaches, consultants, and agency owners scale their businesses and create more time and freedom. He explains…

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51. 4 Sneaky Thoughts That Make You Overspend 19:19

2M ago19:19

19:19

Next Steps: Click Here to register for the How To Build Wealth without Going On A Strict Budget Masterclass that's happening in April. Click Here to learn more about The Wealthy Woman's Academy Click Here to subscribe to The Wealthy Wednesdays Weekly Newsletter. Interested in private coaching? Click Here to schedule a consultation. Join The Faceboo…

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Episode 92: More Differences Between Tradtional and Roth Retirement Accounts 11:08

2M ago11:08

11:08

This is a follow-up episode from last week, so if you haven't listened to Episode 91: Choosing Between Traditional or Roth Retirement Accounts, I would encourage you to do that first. Last week I centered the discussion around marginal tax rates. This week, I review factors like age and timelines as well as planning if you want to leave your retire…

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#58 - “The Power of Dynamic Events: Creating Impact & Memories with Clients” with Guest Lauren Medley 33:28

2M ago33:28

33:28

In this episode of the Wealthy Consultant Podcast, host Mike Walker interviews guest Lauren Medley, a key member of his team. They discuss the value of live events as a tool for marketing, networking, and client relationship building. Throughout the conversation, Lauren shares her techniques for ensuring the success of each event, from meticulous p…

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50. Want to Build Wealth? Learn The Skill of Having Money 23:58

2M ago23:58

23:58

Next Steps: Click Here to register for the How To Build Wealth without Going On A Strict Budget Masterclass that's happening in April. Click Here to learn more about The Wealthy Woman's Academy Click Here to subscribe to The Wealthy Wednesdays Weekly Newsletter. Interested in private coaching? Click Here to schedule a consultation. Join The Faceboo…

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Refinancing Mastery & Family Guarantor Insights with Kristian 26:03

2M ago26:03

26:03

Join us for a deep dive into the world of refinancing with our expert guest Kristian. Discover the ins and outs of refinancing, including crucial insights into potential pitfalls and overlooked details that others might not disclose. Whether you're considering a refinance or already in the process, this episode offers indispensable knowledge to hel…

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Episode 91: Choosing Between Traditional or Roth Retirement Accounts 18:01

2M ago18:01

18:01

More employers are offering the choice between a Traditional 401K or 403B and a Roth 401K or 403B. How do you choose which one is best for you? Unlike with the choice for which IRA to use (the backdoor Roth IRA is the clear winner for physicians), deciding between for 401Ks or 403Bs involve more thought. The hardest part of making the decision is p…

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Navigating Commercial Lending & First Home Buyer Schemes with Shaun & Mitch 43:05

2M ago43:05

43:05

Join us as we tap into the expertise of Shaun, a seasoned professional in the realm of commercial lending, and Mitch, our go-to expert on first home buyer schemes. Commercial lending poses unique challenges distinct from traditional home loans, especially for small businesses. Learn invaluable strategies for positioning yourself effectively when se…

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#57 - Why Success Can Kill Your Business Faster Than Anything Else w/ Mike Walker 15:36

2M ago15:36

15:36

In Episode 57 of TWC Talks, Mike Walker discusses the paradox where rapid business success can lead to downfall if not managed wisely. He emphasizes the dangers of overextension and diversification, highlighting the importance of focused growth and strategic decision-making. By sharing insights on how to avoid common pitfalls through disciplined ap…

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49. 4 Things You Don't Need To Do In Order To Build Wealth 17:31

2M ago17:31

17:31

Are you tired of traditional financial advice that tells you to pinch pennies and stick to strict budgets? In my latest podcast episode, I reveal four secrets that we live by inside of the Wealthy Woman's Academy that challenge these outdated notions. Tune in to discover why cutting expenses isn't the key to wealth, why strict budgets are a thing o…

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Mastering Loan Applications & Investment Strategies for the Self-Employed: A Guide by Ruth, Mick & Barry 40:49

2M ago40:49

40:49

In this episode, our seasoned finance specialists Mick & Ruth delve into the often perplexing world of loan applications for self-employed individuals. Many are unaware of what banks seek in such cases. Join us as we uncover invaluable insights, providing you with the necessary know-how to ace your loan application. From understanding lender expect…

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Episode 90: Optimizing Your Banking 19:20

2M ago19:20

19:20

Our society is increasingly become cashless and most of use rarely use actual money. We have money electronically transferred in and out of our bank accounts. So what does this mean for banking and how can you optimize your banking? Tune in to learn more. If you have ever thought of being an entrepreneur, then you definitely want to attend the Leve…

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#56 - How to delegate effectively as a business owner (RECAST) 22:12

2M ago22:12

22:12

This episode is a recast that originally aired on March 22nd, 2023. On today's episode of TWC Talks, Taylor & Mike discuss delegating effectively as a business owner in the modern world, working with people, running a more efficient business, and growing as a business leader. Enjoy the episode and check the links below for more info & Resources. Th…

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48. Love & Money: A Candid Interview With My Husband Mit Foley 34:11

2M ago34:11

34:11

Are you ready to dive deep into the heart of love, marriage, and financial empowerment? In our latest podcast episode, my husband and I share an intimate conversation that's sure to inspire and uplift you. Join us as we peel back the layers of our personal journey, from overcoming daunting financial challenges to rewriting our mindset around money.…

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Episode 89: The Rise of Capital Calls in Real Estate Syndication Investments 14:10

2M ago14:10

14:10

If you invest in real estate syndications, you may have gotten notice about a capital call. Capital calls for real estate syndications have been on the rise in the last year. This week’s episode discusses possible causes for the increase in capital calls. Registration is now open for the Leverage and Growth Summit, which will be February 26 to Marc…

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47. Thinking Bigger: The Podcast Episode You Need Now! 18:00

2M ago18:00

18:00

This newest podcast episode is live, and packed with transformative insights that could be the key to unlocking your full potential. This week, we delve into the intriguing stories of three remarkable women who discovered the profound impact of their thinking on their lives, particularly in areas of wealth, achievement, and self-worth. The experien…

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#55 - Mind & Body: How Your Health Fuels Your Business with Special Guest Cole Taylor 57:16

2M ago57:16

57:16

In this episode of TWC Talks Podcast, hosts Mike and Taylor are joined by health and performance expert Cole Taylor. They explore the integral role of a person's health in achieving business success and personal fulfillment. Cole shares his journey from athlete and pastor to health coach, highlighting the importance of addressing both the physical …

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Episode 88: Shifting from Scarcity to Abundance with Dr. Liz Aguirre 42:49

3M ago42:49

42:49

Dr. Liz Aguirre is a remarkable women. She grew up in poverty without reliable access to food or shelter and is now a mom, wife, and a physician with passion for person-centered health. We talk about how she grew her wealthy mindset and how coaching has assisted that journey. I am so lucky to have great clients like Dr. Liz. You can find Liz Aguire…

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46. The 4 Pillars Of Wealth: A Roadmap To True Prosperity 29:07

3M ago29:07

29:07

This week, we're delving into the art of balancing the four pillars that define a truly prosperous life. It's not just about money; it's about unlocking financial security, fulfillment, vibrant health, and meaningful relationships. Join us as we explore captivating stories, including a former client who turned her financial journey into a holistic …

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Episode 87: New Filing Requirement for All Corporations and LLCs 20:03

3M ago20:03

20:03

The Corporate Transparency Act, which was passed as part of the National Defense Authorization Act for Fiscal Year 2021, introduced new reporting requirements for businesses in the United States, specifically focusing on beneficial ownership. This episode details who needs to file a Beneficial Owner Information Report, what information is collected…

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45. Struggling With Overspending? End It For Good With This 1 Powerful Strategy 28:18

3M ago28:18

28:18

It's time to dive into our latest podcast episode and discover the unique concept of a Spending Protocol! Listen in and you'll learn how to combat impulsive spending while preserving your lifestyle through personalized rules tailored to your unique spending triggers. In addition, you'll hear captivating client stories that showcase the transformati…

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Episode 86: Setting Goals and Getting to Antarctica 23:51

3M ago23:51

23:51

Many people set goals or New Year resolutions around this time for the year ahead, and then never look at those goals again. In this episode, I talk about my thoughts and approach to goal setting as well as some goals I set over a decade ago that I recently accomplished. Please subscribe and leave a review on your favorite Podcasting platform. If y…

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