Financial Wheel Podcasts
Financial Wheel Podcasts
Equipping you to have the right conversations about money.
This podcast is designed to equip you, not tell you what to do or offer worn-out tips and tricks. The episodes are designed to encourage you to have conversations about money. Why?
Because your money should be used to support your life rather than living your life for your money.
Because being equipped means you have the power to manage your finances to your advantage.
Because conversations are about you as an individual; tips and tricks are generalizations.
Because being equipped to have the right conversations gives you the tools to evaluate and effectively work with your financial advisor.
Gaining Control of Your Cash Flow
- September 12, 2019
A Key 21st Century Survival Skill - Cash Flow Management
If you are like most people, you failed when you tried to track your expenses to gain control of your cash flow. Not surprising - it’s a pain to do and it really just tells you where your money went. What you need is a system that helps you plan where you are going to spend the money you have right now. My guest, Doug Peterson, will tell about just such a system and give you some great ideas to help you get started.
Never Pay for an Airline Ticket Again
- August 22, 2019
Effective Strategies to Maximize Your Airline Miles
Would you like to fly to Europe or Asia on business class for free. It’s easier to do than you might think. In this episode, my guests, Michael Kauffman and Kyle Romesco-Kelly share some of the ways they have been flying both domestically and internationally for years without paying a penny for a ticket. You will learn some simple ways to quickly build up your travel points and ways to effectively use those points.
A Forbidden Conversation - Money
- August 15, 2019
Talking about money is, at best, discouraged and most often forbidden. In this episode, radio hosts Stacy Harris and Dave Nelson bravely talk to Thom about money. Together we discover that money skills are 21st century survival skills that are not often taught in homes or in school. As a result, working with an advisor, who genuinely has your best interest at heart, is the best way to learn the skills you need to make wise money decisions.
When it comes to life insurance products, what you don’t know can hurt you. So, don’t avoid this episode just because it is about insurance. My guest, Brad Allen, CFP, shares straight-forward information that will help you decided how much life insurance you should have and what type of life insurance policy will work best for you.
- July 29, 2019
We start this episode with a story about a young woman who thought she had to make a job decision but soon realized she was making a values decision. My guest is Lenora Edwards; a business owner who does business development consulting for entrepreneurs & executives. Lenora and I explore the lessons from our opening story about creating life balance in this “Hub” conversation.
- July 12, 2019
Three Outlooks on Saving
- June 17, 2019
Thom Allison and Jessica Kirwin of Allison Spielman Advisors discuss some strategies for saving money in the short, mid and long term time frames.
Tire conversations are about the progress you are making. I explain why there are 4 questions you should ask:
- April 22, 2019
1. Are we making progress?
2. Do we need a course correction?
3. What obstacles are we facing?
4. How can we do this better?
You will find out how to measure your progress in a way that is motivating as well as informative.
In this episode, I'll tell you about an experience I had being overwhelmed at an investment expo. Because of this experience, I learned about the 4 most common mistakes people make when thinking about savings plans, cash flow management, tax management, insurance, estate planning and any of the many other Spoke conversations. You will learn about the 1 key question that will help you cut through all the hype and self-serving financial advice.
- May 1, 2019
Who and what are the most important people, activities and possessions in your life? The answer to that question is the hub of your Financial Wheel. I’ll discuss the characteristics of a strong financial hub and help you get started creating your own, unique hub. You will find out why Hub conversations may be the most important conversations you should have with your financial advisor.
- May 1, 2019