show episodes
 
Before building a house or starting a company, we’d put a plan in place–a blueprint or an outline. But what about when we’re creating lives of excellence? It’s far too easy to “let life happen to us.” Join April and Eric Perry as we discuss Life Architecture, Productivity, Health, Family, and Spirituality. If you have an enthusiasm for learning and you’re ready to become something more than you are right now, this show is for you.
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
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show series
 
Today we are thrilled to introduce you to Steve Schlafman. Steve is a coach, investor, and advisor to startups and entrepreneurial leaders. Prior to his work as a coach, Steve had stints at Microsoft and the New England Patriots. In today’s conversation we explore not only Steve’s career journey, but also his journey of sobriety and the practices h…
 
Over the past few weeks, we have talked about the different pieces that make up our Medicare system. Medicare is a fairly complex system with a lot of nuances to be aware of. One of the things you may have noticed is that there are some gaps in Medicare coverage. Today Danielle Roberts from Boomer Benefits is back to help us understand these gaps a…
 
When you think about buying something — a plain ol’ shirt, for example — what’s your thought process? How do you decide what shirt to buy? Maybe you think, “I don’t want to spend over $20 on this shirt.” Or, “I need it fast, so I need to buy it online from a store that offers free two-day shipping.” How often are you thinking, “I need a shirt that’…
 
Today we are delighted to share a conversation with Polina Marinova. Polina is the founder and author at the Profile, a subscription-based newsletter featuring the best long form profiles on the internet. At the Profile you can learn from the world’s most successful people and companies. Polina began her career as a journalist, working with USA Tod…
 
Medicare Part D has similarities and differences to Parts A and B. On this episode of our How Does Medicare Work? series, we’ll explore Part D. We’ll also discuss what Medicare doesn’t cover. How much do you know about Medicare and how it works? Are you trying to figure out how this new type of insurance will be different from what you are used to?…
 
Sir John Templeton, an American-born British investor, banker, fund manager, and philanthropist, said this on investing: “Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” He was named “the greatest global stock picker of the century” by Money in the 1990s, so we’re inclined to listen to his advice. …
 
Tim Dixon is the Co-Founder of More in Common. Tim is a social entrepreneur who has started businesses and non-profits in the US, UK, and Australia. He trained as an economist and worked as a lawyer in the tech sector. From 2004-2010 Tim worked in senior political rolls, including as economic advisor and chief speech writer for two Prime Ministers.…
 
I cannot believe that this is our first time doing a monthlong series on Medicare! Thankfully, this is a five-week month, so we can really dive deep into this complex topic. Let me lay out the month for you. This week we’re talking about Medicare Part A and B. During the next episode we’ll discuss part D and all the things that Medicare doesn’t cov…
 
We often think of “money” as a stack of bills with a bunch of dead presidents on them, right? That’s money as a concept. But when was the last time you carried cash on you? If you don’t see it or touch it, does it actually exist? Yes. And no. Maybe? Dustin and Joseph do a deep dive into the concept of money in our latest episode. They also cover ho…
 
Have you ever put off a little tiny task, and maybe even rewritten it 16 times before you actually got it done? Today we're encouraging you to start a brand new habit. It's called the 2-minute rule, and it's going to change your life!! We're providing ten examples to help you get going. Enjoy! Full Show Notes are at https://LearnDoBecome.com/episod…
 
This whole month of August we have talked about improving decision making. Retirement brings about hundreds of choices. If you aren’t well-prepared to make those decisions you might simply revert to the default choice. Do you really want your retirement to be set to default? In this episode, you’ll learn how to create a framework to make tactical d…
 
We’ll keep the intrigue to a minimum. In our opinion, the answer to this question is a resounding yes. Whether you’ve just gotten married (congrats!) or you’re in a committed, long-term relationship, it may be a good idea to have a joint account with your partner. Sharing your finances with your partner builds trust. Keeping them separate can breed…
 
Whether you're getting out of backlog, returning from a trip, or simply facing a busy Monday morning, chances are you're going to find yourself--at SOME point--feeling overwhelmed by tasks. This is a behind-the-scenes step-by-step tour of EXACTLY how to get out of the overwhelm. Show notes can be found at https://LearnDoBecome.com/episode104. And i…
 
We’ve been talking about decision making for the past several episodes and today I want to help you build a framework to rely upon when making decisions in retirement. This framework for better decision making will help ensure that you are living the life you really want. If you are ready to create a strategy that reflects your values so that you c…
 
The coronavirus pandemic, as well as recent protests against racial injustice, have highlighted a few underlying problems in our society that have been unknown by many and ignored by most. One of them is the income equality in America: the staggering wealth that a very small percentage of the population owns. As you’ve probably heard, about 1% of t…
 
If you're feeling overwhelmed, this podcast features ideas for helping you streamline your projects, more creatively reach your goals, and adjust your expectations. (Let's all take a deep breath!) Full show notes are located at https://LearnDoBecome.com/episode103. Have you attended our free training, "How to Finally Stop Drowning in Piles"? We'll …
 
What is your retirement strategy? Do you have one? A strategy is born from a process and tactics are born from that strategy. This is why it is so important to make sure that you have a process and strategy in place when planning for retirement. Your strategy will help you drive those important decisions. Your decisions during the accumulation phas…
 
In March of 2020, we saw the stock market tumble 30% in one month. In the following few months, we’ve gained most of that back. What is happening?? In this minisode (seriously, it’s less than three minutes!), Dustin recaps what a stock actually is — in case you’ve forgotten amidst all the panicked COVID-19 stock market talk — and how stocks are bou…
 
Today we are back for another conversation with David and Stephen, exploring the concept of the “power of a great question.” Great questions can surface truth and reveal something fresh. Specifically today we are exploring the question ‘What is success?’ and even more.. ‘what ISN’T success?’ “Thomas Merton talks about the idea that we set our ladde…
 
Do you ever feel like there is SO much in your brain that you can't even take on one more thing? We get it. Feeling calm, peaceful, and serene often feels like an impossible task, but when you learn specific skills that help you "unclog," your life will change forever. Come listen in, and we'll show you how! Details at: https://LearnDoBecome.com/Ep…
 
I’m excited to share with you this next series of episodes. Over the next 4 episodes, we will explore how to make better decisions for yourself in retirement. Today we’ll examine what a decision is and think about all the different choices you have to make in retirement. Learn how to evaluate your decision-making process and discover how to make be…
 
Katell and Jon, a husband and wife design team, are founders of Reverielane, a purpose-driven brand and web design firm. Katell’s experiences living in The Ivory Coast in Africa and France have honed her keen eye for design. Paired with her entrepreneurial drive, as well as Jon’s technical skills and creative spirit, led to the growth of Reverielan…
 
We talk about fear a lot on our podcast. Fear is natural and, TBH, necessary. But when it comes to finances, three types of fear tends to hold us back: from investing, from charging clients what we’re worth, or from taking chances when building a business. Fear can also make you focus on the wrong thing when it comes to your net worth. Paying down …
 
Today we are honored to be joined by Wendell Moss for a conversation around racial trauma, truth telling, and the journey towards real reconciliation. As the streets around the US and beyond have erupted with grief, pain, protests and calls for change, we’ve all had to confront afresh systemic racism and its impact. We are all looking for voices of…
 
I had a smile on my face for pretty much the ENTIRE recording of this podcast. Billy and Guinevere Christian are an amazing couple. They are readers, thinkers, and hard workers. They have a big vision for their lives. They have awesome goals. And now they have a system that eliminates the clutter and helps them to feel excited about their lives. Co…
 
Have you ever had to deal with closing an estate? Mark Ross happens to have the unfortunate experience of helping to close out 4 different estates in a short period of time. Since experience is the best teacher, Mark joins me today to discuss his experience with the probate process. He’ll share how he dealt with his feelings during the process, how…
 
One of the few things we can count on in life is change. On today’s episode we are joined by friend and co-host Stephen Milburn to explore the different seasons and transitions in life. Today we take a moment to reflect on what the four seasons — summer, spring, fall and winter — can teach us about the various seasons we find ourselves in on our pe…
 
Come join us today for community-member success stories and amazing tips that will help YOU to live a clear, calm, happy, productive life. (And share your own in the comments!) https://LearnDoBecome.com/Episode100 Have you attended our free training, "How to Finally Stop Drowning in Piles"? We'll show you four simple steps to get out of any pile an…
 
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