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Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insight ...
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Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
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Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
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We’re excited to be back on Money & Mom! In this episode, we'll take a look back at Mom's retirement planning journey and discuss some of the things she's thankful for now that she's in retirement. Join us as Mom talks about the value of having a trusted team, being prepared, and saving enough for retirement. We'll also explore the potential benefi…
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A lot of people who retire quickly realize that they don’t have enough to fill all the free time in the day. Boredom can quickly creep in and that can have a serious impact on your mental health. When you become less and less active, your cognitive abilities might begin to decrease as well. That’s why we talk to retirees all the time about having a…
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Today we’re going to talk about the five biggest surprises in retirement, but this won’t be the normal conversation from the perspective of a financial advisor. Instead, we’ve invited mom onto the show to give you the view from someone who is already retired and spends time around a lot of others that are as well. Life after work is not all sunsets…
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Do you feel information overload in a world where every other person has their opinion on finances and investments? Are you also confused about which asset to buy given so many options? Meet Rajeev Prasad, an accidental investor who ended up diversifying his portfolio to include a lot of profit making assets and eventually creating wealth out of mo…
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Are your CAs charging a hefty amount for advice on investments? Meet Varun Fatehpuria, Founder of Daulat, a wealth management app designed for Indians. Varun talks about how GenZ is impulsive when it comes to investing and ignores the two Ds of investment - Disciplined approach and Diversification. He also breaks some myths about Real Estate invest…
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Are you fascinated by the world of startups, and really dying to capture some of that unicorn magic for your own portfolio? But that's hard if you’re not a millionaire because no credible founder is going to take a few thousand rupees or a few hundred dollars. So is there a way to directly invest in a startup when you don't have a lot of money? Dis…
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Can you live a happy, financially secure life, even if you start investing only in your 30s? Or if you start so late, do you need to boost your returns with day trading derivatives or crypto? Not really. Today we talk with Prasenjit Dasgupta, who shares with us how he's built wealth despite just starting in his 30s Our Guest Today Prasenjit Dasgupt…
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We talk about the importance of saving and investing, and just overall managing your finances well. But what if your specific needs aren't easily addressed with the one-size-fits-all kinds of products that you have in the market today? Women, in particular, face very specific issues around expenses, credit and disproportionate impacts of difficult …
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Things like low taxes, affordable healthcare, security and ease of travel, which were really never factors in your 20s and 30s suddenly start taking a front seat in your 40s and 50s. And these are factors that go beyond what you can manage just sitting where you are. These are country-dependent, making it imperative that you take stock of where you…
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Everyone wants to know how to trade so they can also earn quick money. And this question has become almost omnipresent in the last 18 months, with the unilateral rise in the stock market. Everyone thinks it is the quickest and the most sure-shot way of making money, and that it requires nothing more than opening a trading account and having a shot …
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Financial Independency is what all of us dream about, whether you're 20 or 50. And all our episodes address either a specific point in this journey or tools to enable you to walk this journey so you can get to a level of financial independence. We believe financial independence is the point at which you truly have the freedom to decide how you want…
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Being financially successful and independent is everyone else's goal and money is the utterly important part of our everyday life. That’s why we have brought to you, our listeners, various knowledge on managing financials, investing tips from Angel investors, interesting discussions about inflation, how to reduce risking loss in trading and so on, …
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Rome was not built in one-day and certainly, not alone. CrazyTok has released 20 podcast episodes for MoneyTok and 12 episodes for JobTok with support and love from our colleagues, partners, guests and mainly our listeners. We wanted to give actionable, take away for our listeners in terms of financial management or the success of your careers thro…
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Many of us - maybe most of us - take advice and tips from our friends and peers. Or perhaps we might read articles about high net worth people and how they made their money. But few of us are privileged to connect with and observe the habits of financially successful people on a day to day basis. Well today we have with us Mark Reeve, Partner at St…
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Don’t you sometimes wonder how it must feel to be an early investor in all these startups that raise money and get valued at millions or tens of millions of dollars? Like, think about the people who invested early in Grab or Ola or Moka or any of the billion-dollar startups in the region. They must have made a killing on their investment, right? So…
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We recently read a couple of worrying reports. One was about Dragonflies spreading north as the world warms, giving them a greater habitable area. And the second one was about animals shapeshifting in response to climate crisis. Warm blooded animals are changing beaks, legs and ears to adapt to a hotter climate and better regulate temperature. And …
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The IPCC report on climate change came out recently and it was a real gloomy one. Looks like we are on the brink of climate disaster and we have only ourselves to blame. And this was only one of the many disasters happening around us all the time. Honestly, doesn't it seem like each time you tune in to the news there's something happening in the wo…
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Get your free retirement location checklist and full episode transcript here Unpredictable climactic events have been occurring with increasing frequency as well as intensity and it's no longer just animals or insects or forests getting decimated. This time it's personal. The change is literally at our doorsteps in the form of wildfires, record hig…
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Free resource: Checklist to spot dividend traps. Click the show notes link below It is common nowadays to fantasise about side hustles that will earn us a tidy passive income so we can eventually quit our jobs and chase our dreams. So we give up our weekends chasing side hustles in the hope that we'll magically stumble into a niche and make massive…
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So, you can multitask like a goddess with 10 arms, but not one of those arms is managing your money? Or maybe you're the woman who has your entire work project mapped out in your head yet you have no roadmap for your personal financial journey? Or maybe you're your family go-to gal for all sorts of non-google-able facts but you have barely any idea…
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Free SPAC-Spotters Checklist with this episode. Click through to show notes using the link below Tech companies have really soared in price over the past year or so. So it's almost impossible now to find good growth prospects in today's market. That's why lots of people - myself included - are waiting cash in hand for a new generation of tech unico…
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Free inflation-directed investing guide with this episode. Link below. Why is it that a few dollars could buy a month of groceries 50 years ago, but now it isn't enough to cover a single family dinner out? In one word - inflation. Inflation is the single most important thing affecting your income, savings, investment and wealth creation - in other …
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There are two investing maxims that you would have heard often: "Cash is king" and "buy low sell high". But thanks to an extraordinary amount of economic stimulus/ money printing, there is a very real possibility of inflation shooting up and seriously reducing the value of your cash holdings. As a result, proactive investors are desperate to put th…
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Don’t you just hate it when Goldman Sachs (and that guy from school you still hate) managed to make bank in the market while you burnt your annual bonus or perhaps your stimulus check chasing some Reddit meme stock? Well, there is a way to win the game. You just have to play it differently. And don't miss this fantastic FREE resource: a Target Stoc…
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Sean and Fran dissect the Chancellor’s Spending Review. When might the economy recover? What alternatives are there to a public sector pay freeze? And, was there anything for those who say they’ve been excluded from the various Covid-19 support schemes?저자 BBC Radio 5 Live
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Sean and Fran catch up with former Apprentice winner Alana Spencer to discuss the pressure of running a small business during lockdown. Also, can landlords still evict, and is it possible to move house? Plus, how do you qualify for the extended furlough scheme?저자 BBC Radio 5 Live
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Sean and Reggie speak to a hotelier about the impact of the so-called ‘firebreak’ lockdown in Wales. She wants to know what’ll come after the restrictions are lifted. And, are you ever too young to seek help from a financial adviser? Plus, a guide to cryptocurrencies.저자 BBC Radio 5 Live
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Sean and Fran look at the government’s new three-tier coronavirus classification system and consider how it affects hospitality businesses. They also pick apart the wage support successor to the furlough, and look at the plight of students who are paying for rooms they can’t actually get to.저자 BBC Radio 5 Live
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Sean and Kia look at the emergency funding that’s available for musicians who’ve been unable to work during the pandemic. They also try and figure out the funding opportunities available for post-graduate students without a dedicated maintenance loan. Plus, what’s the best way to save?저자 BBC Radio 5 Live
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Don't know the first thing about the stock market? In this episode we show the journey of a fictitious company from startup to IPO and beyond in order to illustrate how stocks are priced and the basics of how the stock market works. This is a long one. You may want to refer to the show notes at http://bit.ly/mt-ep8…
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Sean and Reggie catch up with Pippa who’s at a crossroads after being made redundant. How does she pick an “apocalypse-proof” career? With an ever-changing patchwork of covid restrictions, can businesses still take clients out for lunch? And, what would negative interest rates mean for consumers?저자 BBC Radio 5 Live
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Sean and Fran speak to Phil who was made redundant during lockdown and has since launched a trainer cleaning business. How should he expand? And what problems could covid restrictions cause? Also, what’s the best way to navigate the jobs market as a new graduate? Plus, how to make working from home work for you. And, could furlough be extended?…
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Sean and Kia speak to a pub worker who can’t go back to work until she takes a covid test – but she’s unable to get a test. Also, with some people still saying they’ve been excluded from government support, is any more help on the way? And, how to navigate the world of investment platforms.저자 BBC Radio 5 Live
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Sean and Reggie catch up with Alex who has lost her job since first joining them to discuss furlough back in June. Also, the reality of student finance – do you have to pay it all back? And, is an apprenticeship the best way to get into accountancy?저자 BBC Radio 5 Live
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In this episode, we talk about transparency in joint finances (for better or for worse!), how to get more than double the benefits of investing as individuals and other not-so-obvious advantages to investing as a couple, including at least one way in which the rich get richer! Show notes at http://bit.ly/mt-ep6…
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In today's episode we discuss a robust methodology for achieving your goals with minimum risk. Since the calculations can be a bit tough, please visit my show notes to download a financial planner that will save you hours of effort and iteration! Show notes and FREE Financial Planner on: https://bit.ly/mt-ep5…
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