Optimal Finance Daily - Financial Independence and Money Advice

Latest Episodes:

2166: How to Have the "Money Talk" With Your Partner by Ryan Larson Jan 11, 2023

Show notes

Ryan Larson of First Line Fin helps you talk about money with your partner

Episode 2166: How to Have the "Money Talk" With Your Partner by Ryan Larson

Ryan Larson is the principal Investment Advisor Representative and Founder of FirstLine Financial, LLC located in Scottsdale, Arizona. Ryan recognizes the importance of growing and preserving the assets accumulated for retirement and the need for reallocating those assets in transition from the working years to the retirement years. Focused on the unique needs of retirees and transitioning Boomers, Ryan employs a host of time-tested strategies utilizing both securities and insurance offerings. Ryan’s personal mission is to protect one’s life savings from unnecessary risks from market fluctuations and avoid fees and when ever possible, create tax efficiencies.

The original post is located here: https://firstlinefin.com/how-to-have-the-money-talk-with-your-partner/

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2165: How to Pass Wealth to Your Kids by ESI Jan 10, 2023

Show notes

ESI of ESI Money talks about how to pass wealth to your kids

Episode 2165: How to Pass Wealth to Your Kids by ESI

ESI Money is written by "ESI", a 50-something retiree. The site is basically a list of what's allowed him to become financially independent and how you can implement those successes in your life. His philosophy is simple and focuses on doing three simple things to achieve financial independence: earn, save, invest. There's a bit more to it than that, of course, but if you can concentrate on these three areas, they will get you at least 90% of the way there.

The original post is located here: https://esimoney.com/pass-wealth-kids/

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2164: What You Can Learn From Millennials For a Better Financial Future by Kathleen Coxwell Jan 09, 2023

Show notes

Kathleen Coxwell of NewRetirement shares what you can learn from millennials for a better financial future

Episode 2164: What You Can Learn From Millennials For a Better Financial Future by Kathleen Coxwell

NewRetirement is a company that offers a comprehensive financial planning engine delivered via white label or API. NewRetirement delivers a combination of automated financial planning technology and educational services focused on bringing financial wellness to the mass market in customizable ways. They want to help anyone get confident and achieve financial independence so they can make the most of their money and time.

The original post is located here: https://www.newretirement.com/retirement/learn-from-millennials-for-better-retirement-2/

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2163: Family Life Doesn’t Need To Be So Busy - Here’s How I Slow It Down by Emma Scheib Jan 08, 2023

Show notes

Emma Scheib of Simple Slow Lovely shares why family life doesn't have to be so busy.

Episode 2163: Family Life Doesn’t Need To Be So Busy - Here’s How I Slow It Down by Emma Scheib

Emma is a self-confessed introvert who craves the simple and slow things in life. She loves to run, read, and write. She is blessed to be wife to a wonderful husband, mum to two amazing and vivacious daughters, 1 dog, a cat, and 5 chickens. They live in Motueka, New Zealand, a stone’s throw from the beautiful Abel Tasman National Park.

Emma has been on a journey towards a slower simpler and more intentional way of living since her second daughter was born a few years ago. She has learned lots along the way and loves passing on these lessons.

The original post is located here:

http://simpleslowlovely.com/family-life-doesnt-need-to-be-so-busy-heres-how-i-slow-it-down/

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2162: Controlling The Urge To Splurge by Sam of Financial Samurai Jan 08, 2023

Show notes

Sam of Financial Samurai on controlling the urge to splurge.

Episode 2162: Controlling The Urge To Splurge by Sam of Financial Samurai

Sam Dogen's net worth took a beating in 2009 as the world was falling apart. He thought it would be a good idea to start a personal finance site to help himself and others make sense of chaos. After all, he had spent 10 years working in the finance industry, got his MBA from Cal, invested and saved aggressively, and still got financially rocked! Since then, more than 20 million visitors have stopped by FinancialSamurai.com.

The original post is located here: https://www.financialsamurai.com/controlling-the-urge-to-splurge/

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2161: YOLO And The FIRE Movement: Why It Doesn’t Work (Yet) by Christina Browning Jan 07, 2023

Show notes

Christina Browning of Our Rich Journey talks about the downfalls of YOLO and FIRE

Episode 2161: YOLO And The FIRE Movement: Why It Doesn’t Work (Yet) by Christina Browning

Amon and Christina are former federal government employees that focused on saving, making, and investing money so that they could grow enough wealth in their investments to never have to work again.

And, guess what? They did it! At the age of 39, they reached financial independence, quit their jobs, and retired!

If you’re interested in learning how to save, make and invest money on the road to financial independence and retiring early (i.e., FIRE) - their site is for you!

Subscribe to their YouTube channel for more how-to videos on how to make, save, and invest more money in the pursuit of financial independence.

The original post is located here: https://www.ourrichjourney.com/post/yolo-and-the-fire-movement-why-it-doesnt-work-yet

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2160: 7 Lessons I Learned From Failing at Real Estate Investing by Jeff Rose Jan 06, 2023

Show notes

Jeff Rose shares lessons he learned from failing at real estate investing

Episode 2160: 7 Lessons I Learned From Failing at Real Estate Investing by Jeff Rose

Jeff Rose, CFP® is a Certified Financial Planner™, founder of Good Financial Cents, and author of the personal finance book Soldier of Finance. Jeff is an Iraqi combat veteran and served 9 years in the Army National Guard. His work is regularly featured in Forbes, Business Insider, Inc.com and Entrepreneur.

The original post is located here: https://www.goodfinancialcents.com/7-lessons-i-learned-from-failing-at-real-estate-investing/

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2159: How Financial Habits and Situations Can Affect Productivity by Luke Smith Jan 05, 2023

Show notes

Carl Pullein talks about how financial habits and situations can affect productivity

Episode 2159: How Financial Habits and Situations Can Affect Productivity by Luke Smith

Carl has written three books on productivity and time management and coaches companies and individuals around the world through his Time and Life Mastery and Your Digital Life courses.

His passion and dedication to helping people become better at managing their time so they can focus on what is important to them is legendary and his presentations and workshops are highly interactive, entertaining and educational.

The original post can be found here: https://www.carlpullein.com/blog/how-financial-habits-and-situations-can-affect-productivity/21/10/2020

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2158: Do You Need A Budget? By Michelle Schroeder-Gardner Jan 04, 2023

Show notes

Michelle Schroeder-Gardner of Making Sense of Cents talks about whether or not you need a budget

Episode 2158: Do You Need A Budget? By Michelle Schroeder-Gardner

Michelle Schroeder-Gardner created Making Sense of Cents in order to help improve her own finances. With diligence, she was able to pay off $38,000 in student debt in 7 months, kept track of progress, and helped readers along the way. She's currently touring North America and living out of an RV. You can learn more about her and see her monthly income reports at MakingSenseOfCents.com.

The original post is located here: https://www.makingsenseofcents.com/2015/04/reasons-for-budgeting-preparing-a-budget.html

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2157: What Happens if I Die Without Creating a Will by Vicki Cook and Amy Blacklock Jan 03, 2023

Show notes

Amy Blacklock and Vicki Cook of Women Who Money talk about what happens if you die without creating a will

Episode 2157: What Happens if I Die Without Creating a Will by Vicki Cook and Amy Blacklock

The co-founders of Women Who Money are Amy Blacklock from Life Zemplified and Vicki Cook, from Make Smarter Decisions. Vicki and Amy connected initially online and eventually met in person at a financial conference in the fall of 2017.

They’ve both reached financial independence and left full-time work to devote more time to family, pursue passion projects, and embrace fun and challenging opportunities.

They enjoy collaborating on original content and sharing great articles written by and for women.

The original post is located here: https://womenwhomoney.com/die-without-creating-will/

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