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Finance

PARENTING – College Options and How to Save

Posted on by roedergr12
My guest is Paul Fagan, host of the Financial Dads Podcast.  We talk about the different options for college and what we have considered so far to help guide our children towards the best choice.  We also give our perspectives about why college is so expensive.  Then we highlight some savings strategies as well as using the 529 plan to help save for your child's college if you int...
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FINANCE – The Mind of an Entrepreneur with Wayne Veldsman

Posted on by roedergr12
My guest is Wayne Veldsman, president of Vel.Consulting and host of the Journey to Legacy Podcast.  Wayne talks about his journey as a business owner and what skills it takes to become an entrepreneur.  We talk about the importance of networking, communication, and problem-solving.  He points out that nearly all information needed to solve a problem is available online, but encour...
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FINANCE – Choosing a Financial Advisor and How to be an Advisor with Dan Cuprill

Posted on by roedergr12
My guest is Dan Cuprill, CFP.  He is a Certified Financial Planner, author, and podcaster.  We talk about what to look for when choosing a financial advisor as well as whether or not a person actually needs an advisor.  For those that are already advisors or thinking about becoming one, Dan talks about some of the pitfalls that can harm an advisor business - taking on the wrong cl...
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FINANCE – Real Estate Investing with Sean O’Toole

Posted on by roedergr12
My guest is Sean O'Toole, founder of Property Radar.  The site provides public data for real estate investors to contact owners of potential off-market deals.  We talk about the basics of real estate investing and some of the pitfalls that new investors fall into.  Sean also compares real estate investing to stock market investing and what he views as risk in each.  Overall, the mission of Prope...
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FINANCE Challenging the Corporate Job and the American Healthcare System with Myles Wakeham

Posted on by roedergr12
My guest is Myles Wakeham who runs the website beunconstrained.com and is the host of the "Unconstrained Podcast".  Myles describes the moments in his life where everything seemed to be going his way when unforeseen tragedies struck.  He's gone from a millionaire in his 30s to nearly broke and back again.  He's learned the importance of relying on himself, rather than corporations...
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FINANCE – Selling Your Data with Jeff Bermant

Posted on by roedergr12
My guest is Jeff Bermant, founder of Cocoon My Data Rewards.  Jeff created a browser and mobile app that allow users to take control of their data and make some money selling it to other companies.  We talk about how this happens to all of us online anyway and we don't see any of the money that companies are making off of our online activity.  We discuss what kind of data gets tra...
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Ep 058 – Achieving Health and Career Goals

Posted on by roedergr12
My guest is Amy Goober.  She is a certified health coach and business coach.  We talk about ways to improve health and drive your career.  We point to the many parallels in both worlds - defining goals, taking steps to achieve them, and appreciating the journey.  We end by emphasizing the power of networking. To reach Amy, search for her on all social media platforms or visi...
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Ep 054 – Financial Independence, Divorce, Parenting and Travel in New England

Posted on by roedergr12
My guest is Ben Reeder, host of the FI After 40 blog and podcast.  We discuss what it means to be financially independent and how best to get there.  Ben also shares insight into his divorce as well as tips for parenting with an ex.  We end with his recommendations for places to visit and sites to see when traveling to New England. To listen to his podcast or contact Ben: https:...
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Ep 052 – Understanding Home Buying

Posted on by roedergr12
My guest is Alex, host of the Main St. Finance Podcast.  Alex recently purchased his first home and dedicates his podcast to teaching others about financial literacy.  We compare our home buying experiences and talk about what we looked for in finding a realtor, house hunting, and mortgage terms. You can find the Main St. Podcast on all podcasting platforms including here: https://www...
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Ep 048 – Nonfinancial Retirement Planning

Posted on by roedergr12
My guest is Patricia Cavanaugh, owner of The 3rd Act.  She is a retirement coach who helps her clients plan for what they want to do after their career.  We discuss the importance of planning, the pitfalls of not being prepared, and some of the variables to consider when developing a retirement plan.  We also draw parallels to the importance of meaning and purpose to not only reti...
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