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Nest Egg!

Lori Zager & Lisa James of 2X Wealth Group

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Welcome to Nest Egg! where Wall Street Women help you overcome financial anxiety with advice and easy-to-understand explanations of today’s investment landscape. We get real about financial concepts they never taught you in school.
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Mind Your Nest

Jennifer Rosen

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"Mind Your Nest" is a podcast hosted by Jennifer Rosen, aimed at helping individuals overcome stagnation and embrace personal and professional transformation. Jennifer offers support and encouragement for listeners facing obstacles in their lives, providing a safe space for self-reflection and growth. The podcast celebrates victories, learns from setbacks, and encourages listeners to uncover their hidden potential. Jennifer infuses the show with positive vibes, tough love, and silver linings ...
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Resources, tools, and insight to help empty-nesters live their best lives. Discusses issues relevant to the new and seasoned empty-nester such as health, wealth, relationships, making new friends, taking care of aging parents, and having fun.
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The Smart Money

Nest Wealth

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On the Smart Money podcast host Randy Cass unpacks everyday beliefs about personal finance to see if they make sense in real life. Helping you separate financial facts from fiction, so you can be smarter with your money.
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Barenaked Money

Verecan Capital Management Inc.

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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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Too many financial salespeople are masquerading as fiduciaries trying to make a dollar off your hard-earned money. We’re on a mission to cut through the noise and provide level-headed, unbiased insights to help you retire better. Our show is unfiltered, unbiased, and real-talk about retirement planning to help you maximize your wealth and lifestyle. Join fee-only fiduciary Mike Lester, along with Kristen Charles to cut through the noise of retirement planning gossip. ➡ New Episode Tuesdays. ...
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Keen on Retirement

Bill Keen, Matt Wilson, Steve Sanduski

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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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Retired-ish

Cameron Valadez

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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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The Coast Podcast

Emilie Given & Whitney Popa

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We wanted to learn from people paving their own ways like we did, so we created this podcast to talk to others who were brave enough to pick a different path: Creatives, entrepreneurs, people doing their careers-and their lives- their way. Join us as we make new friends, get inspired, and show you the beautiful paths less traveled. Not every road leads to The Coast, but the ones that do come with a great view.
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The ARMR Report

The ARMR Report

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Virtual Hedge Fund founder, Bret Rosenthal, teaches individual investors how to protect capital and capture alpha without roundtripping, huge draw downs, or the interference of ego and emotions. ​
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Hack Your Wealth

Andrew Chen

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As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through s ...
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Marjy Marj - Ghanaian-American author, visionary, and consultant chats with guests about everyday issues impacting humans. For your weekly dose of inspiration, motivation, or human interest stories, listen to Humanity Chats.
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Do you get confused by all of the information that is available regarding ways to improve your health and wellness? Do you often become frustrated or overwhelmed with decisions on how to be your healthiest? We all know and understand how important our health and wellness is to the vitality of our lives, however navigating the wealth of health and wellness information available can often feel overwhelming. Understanding the significance of our well-being in leading fulfilling lives is crucial ...
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A podcast show for parents who want their children to grow up financially smart or free. Eric Yard is the host and he's here to talk about old, present and future ways of managing and creating money for the young to learn so that parents can teach it to them.This can be instilled into to our children at a young age and carried with them until is time to leave the nest. Some of the topics like how to teach kids to use credit cards responsibly, how to teach your child about investing, ways to ...
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The Voice of Intuition Show

Susan Jane - The Intuitist

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The Voice of Intuition Podcast is about the practical aspects of Intuition and how it guides you towards your very best life. You will get tips and tricks about why connecting with your intuition is so important. Plus how you can strengthen that bond in practical, everyday ways. There will be resources for you, such as meditations, intuitive readings, and flower readings. Plus you will be hearing from other spiritual professionals about how their intuition guided them to where they are now. ...
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This week on The Coast Podcast, we chat with Annie from Good Egg Investments!! Annie is a real estate investing expert and co-founder of a trailblazing company that helps women and families create passive income and build wealth. From the challenges women face due to cultural conditioning to the specifics of real estate investment strategies, Annie…
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Send us a text What happens when your home suddenly feels a lot emptier? This week on Words of Wellness, Shelly shares her personal journey through the emotional rollercoaster of becoming an empty nester. After saying their goodbyes and dropping their youngest off at college, Shelly and her husband have been adjusting to this new chapter in their l…
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In this captivating episode of Mind Your Nest, Jennifer Rosen sits down with Stacy Norman, the remarkable force behind Peaceful Body Spa in Delray Beach. Stacy’s life story is a powerful narrative of turning adversity into empowerment. From navigating a childhood shaped by a sibling’s severe illness and the shadow of addiction to becoming a young b…
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In commemoration of Black Business Month, Jevertus Burnett joins Marjy Marj on the Humanity Chats Podcast to explore the concept of wealth, business, and philanthropy in today's society. Jevertus articulates an important point: while there may be technical differences in how wealth is categorized, fundamentally, Black wealth is no different from th…
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Ep 100. The Final Farewell with Emilie and Whitney of The Coast Podcast Join us for our 100th (and final🥹) episode of The Coast Podcast as we take you behind the scenes of our three-year journey, sharing the highs, lows, and pivotal moments that have shaped the show. We are talking about the transformative power of creativity, the ups and downs of …
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Send us a text Unlock the secrets to a healthier you as we welcome Shay Pascale, an expert in gut and hormone imbalances. Discover how Shay's personal battle with irritable bowel syndrome (IBS) led her to uncover the powerful connection between diet, lifestyle, and overall wellness. Through her journey and professional training in functional diagno…
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Most of us try to help our loved ones whenever we can and however we can. But when that "help" is money, our best intentions can turn bad very quickly. As uncomfortable as it may feel, if you don't integrate giving and lending into your overall financial plan, you're not just potentially enabling poor financial habits -- you could be jeopardizing y…
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Having too much of your net worth tied up in one or a couple individual stocks can be a dangerous game to play. It’s one that relies heavily on luck and can present a significant risk to your life savings. Things can either turn out really well, or very poorly. Sadly, many people often let their emotions and the potential tax ramifications dictate …
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Breaking Down TD Bank's $2.6B Fine & The Canadian Banking Landscape In this episode of Barenaked Money, hosts Josh Sheluk and Colin White delve into TD Bank's recent $2.6 billion U.S. fine for anti-money laundering lapses in the States. They discuss how Canadian banks like TD operate in the U.S. market and the implications for their profitability a…
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Send us a text Becoming an empty nester is a journey filled with a whirlwind of emotions, from pride to pain. As a mom, I've felt the deep bittersweetness of sending my children off to college. In this heartfelt episode of Words of Wellness, I share my own personal reflections and stories about this transitional phase of life. You'll hear about our…
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In this powerful episode of "Mind Your Nest," host Jennifer Rosen sits down with Tammie Sellman, the Chief Development Officer of Wayside House, a nonprofit addiction treatment program dedicated to supporting women on their journey to recovery. Tammie shares her inspiring story of transitioning from education to nonprofit work and discusses the com…
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Send us a text Can we really escape the clutches of diet culture and find a healthier path to wellness? Join us on "Words of Wellness" as we welcome Tara De Leon, a trailblazing personal trainer and professor of health and fitness studies, who shares her inspiring journey from the pressures of diet culture to advocating a low-pressure, anti-diet ap…
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You should delay taking Social Security until you reach age 70. Unless, of course, you shouldn't. Or can't. Yes, my team at Keen Wealth generally advises folks to delay their benefits as long as possible so that those checks will, eventually, be bigger. But, like just about every detail of your comprehensive financial plan, timing your Social Secur…
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What really is behind the stock market rally in 2024 and the selloff in the first week of August. Lori and Lisa begin this podcast by explaining why the U.S. economy has remained resilient in spite of the Fed raising interest rates and reducing its balance sheet. They then explain what triggered the selloff in equity markets last week and what inve…
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Understanding Conflicts of Interest in Financial Advice In this episode of Barenaked Money, hosts Josh Sheluk and Colin White, portfolio managers at Verecan Capital Management Inc., delve into the complex topic of conflicts of interest in financial advice. They explore conflicts, including those seen in independent financial firms, private investme…
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Implementing important estate planning documents is critical to leaving your ideal legacy upon your death. Among the critical estate planning documents are wills and trusts. Often times, many people confuse the differences between the two, the benefits they can provide, and whether or not they need them at all! More specifically, I discuss: Why get…
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Ep 98. Tips for Stress-Free Business Vacations: Boundaries, Systems, and Delegation Today we are talking about taking vacations as a business owner. In this episode, we are celebrating Emilie’s 34th (forever 24) Birthday and sharing our tips, and insights on how to enjoy a well-deserved break without compromising your business. From setting boundar…
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Send us a text Imagine a life where every aspect of your well-being is in harmony. That is the focus as we dive deep into the Wheel of Life, a comprehensive approach to wellness that spans essential categories like family, love, self-care, and career. By rating our satisfaction in these areas, we can pinpoint where we shine and where we need a litt…
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In this episode of "Mind Your Nest," Jennifer Rosen welcomes Megan Kowalski, a managing director and partner at the Learner Group at Hightower. Megan shares her journey from an unexpected career path in wealth management to becoming a trusted advisor for families navigating the complexities of financial planning. With a unique blend of Midwest warm…
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The news in review. In this episode of Barenaked Money, hosts Josh Sheluk and Colin White discuss the latest financial news, focusing on the recent trends in tech stocks, particularly the significant decline of NVIDIA and its implications. They delve into the potential bubble forming around AI investments, drawing parallels to the dot-com bubble. T…
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Ep 97. P&A Associates, Empowering Writers, Serving Clients with Whitney Popa In this mini-episode, Whitney shares about the expansion of her writing agency, Popa and Associates. After years of working solo, Whitney has taken the leap to grow her team and bring on additional writers to serve a broader client base. She discusses the journey that led …
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Send us a text What if overcoming life’s challenges could transform your health and career? Join us for an inspiring episode of Words of Wellness as we sit down with Lyndsi Weise who opens up about her remarkable journey of weight loss, fertility struggles, and finding a health-focused career. Lyndsi shares how she shed 70 pounds despite her family…
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At Keen Wealth, "tax season" is never really over. Our checklist-driven, comprehensive planning process is constantly taking in new information about the folks we work with and changes to tax law. By staying ahead of tax issues, we believe we can help limit surprises when April does roll around, especially for retired seniors who are living on a fi…
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Retirees and pre-retirees often struggle when it comes to spending down their nest-egg in retirement because of the fear of the unknown. No one wants to run out of money too early, yet most people would also like to enjoy what they’ve worked so hard for. So how do you find that balance? How can you know what you can spend, and for how long? Living …
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Understanding Home Bias and Risk in Canadian Investment Portfolios In this episode of Barenaked Money, hosts Josh Sheluk and Matthew Kempton explore the topic of 'home bias' in Canadian investment portfolios. Fresh from a vacation, Matt discusses a recent study that reveals the tendency of Canadian investors to invest heavily in local assets compar…
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Ep 96. From Chaos to Clarity: Emilie's Guide to the TACO Method This week on The Coast Podcast, Emilie and Whitney dive deep into a game-changing productivity hack: the TACO Method! Join in this conversation as they explore how this simple yet powerful system can revolutionize your daily grind and help you reclaim your time. From label-loving inbox…
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Send us a text Have you ever wondered how small moments from your past shape your future in ways you never imagined? Join Shelly, your host of Words of Wellness, as she shares a heartwarming journey from her teenage years, inspired by an unforgettable PE teacher, to a lifelong passion for running which ulimately led to her profession in health & we…
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In this special episode of "Mind Your Nest," host Jennifer Rosen switches roles and sits in the hot seat as producer Janine Stella takes the reins. Join us for an intimate and candid conversation where Jennifer opens up about her life's journey—from growing up in a family rooted in financial wisdom to navigating the challenges of a brief marriage a…
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How are you feeling about the upcoming elections? Until about a week ago, I think that many folks might have had November on the periphery of their radar, especially if they don't live in a contested swing state. But the tragic events in Pennsylvania and the Republican National Convention in Milwaukee have probably changed that perception for all A…
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Send us a text Ever wondered how to balance a demanding career while passionately pursuing wellness? Brenda, our guest on this episode of Words of Wellness, has mastered this art, and she's here to share her journey. Brenda is not just a full-time systems engineer but also the inspiring founder of Energized Life Wellness. Her story takes a poignant…
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The Reality of Soft Landings: Myths, Markets, and Diversification Strategies In this episode of Barenaked Money, hosts Josh Sheluk and Colin White from Verecan Capital Management, Inc. discuss the concept of a 'soft landing' in the financial markets. They explore the feasibility of maintaining stable economic conditions despite rising rates and inf…
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Life insurance has become an increasingly controversial topic in recent years due to the opinions of financial gurus on YouTube, insurance salesmen, and media giants especially when it comes to using it as a vehicle to build wealth. When considering life insurance as a wealth building vehicle, it really comes down to who is using it and how they ar…
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Send us a text Ever wondered how the power of positive self-talk and community support can transform your wellness journey? Take it from Gio Marin and Jodi Dolo who experienced it first-hand. Two fitness enthusiasts who met and became friends through the FitBod fitness app's Facebook community, who went on to host their own podcast together, The MI…
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Lisa and Lori explain the advantages of using a 529 plan to save for college and other education expenses. They discuss how to go about setting up a plan as well as how to decide how much to contribute and when. Find out more and reach out to us on our blog.על ידי Lori Zager & Lisa James of 2X Wealth Group
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In this must-listen episode of "Mind Your Nest," Jennifer Rosen welcomes Doreen Bridgman, a speech pathologist and certified brain health coach, who has dedicated her life to unlocking the secrets of cognitive wellness. Prepare to be captivated as Doreen recounts her transformative journey from an inspiring teenage visit to a brain trauma unit to b…
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Send us a text Ever wondered how to transition from a demanding corporate role to a fulfilling entrepreneurial life? Today’s guest, Catherine, is here to share her story of doing just that. After attending the Powerhouse Woman event, Catherine was inspired to embrace personal development and entrepreneurship, hiring life and business coaches along …
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Estate Planning Mistakes: Common Errors and How to Avoid Them In this episode of Barenaked Money, hosts Josh Sheluk and Colin White discuss common mistakes in estate planning. They emphasize the importance of having a will, the dangers of procrastination, and the need for regular updates and clear communication. They also touch on complications wit…
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Like any other part of a comprehensive financial plan, there's no one-size-fits-all blueprint for an estate plan. Every person is different. Every family is different. And, as illustrated in a recent Wall Street Journal article, if you don't work with professionals to preserve your legacy, your way, you could be putting your estate, your loved ones…
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Text Branching Out of the Empty Nest This podcast discusses issues and provides tools, insight, and resources to help empty-nesters live their best lives. Discusses issues relevant to the new and seasoned empty-nester, such as health, wealth, relationships, making new friends, downsizing, taking care of aging parents, retirement, and career develop…
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Investing in real estate historically has been a tried-and-true method of building wealth over the long-run, if you have the right wherewithal and mentality to do it – Let’s face it, it takes work. However, as with any type of investment, investing in real estate has its own set of risks. Without proper analysis, you can lose a lot of money even if…
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Send us a text Unlock the secrets to living a joyful, energy-filled life with our latest episode of Words of Wellness! Join Shelly as she unravels the complexities of intermittent fasting and time-restricted eating. Have you ever wondered if skipping breakfast could actually be sabotaging your metabolism? We'll explore this and more, diving into th…
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Join host Jennifer Rosen on this episode of Mind Your Nest as she sits down with Bill Reicherter, a dynamic entrepreneur and community advocate running for Florida State House in District 90. From his early days sweeping the floors of his father's automotive shop to leading a thriving sign company, Bill shares an inspiring journey fueled by determi…
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Ep 95. Pop-up for a Picnic with Hannah Fuchigami of Picnic Party This week, Whitney and Emilie chat with the incredible Hannah Fuchigami, the mastermind behind Picnic Party Seattle and the founder of Rhubarb Company. Ever wondered how you could turn small-scale picnics into a booming business featured in places like the Wall Street Journal? Hannah’…
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Formulating a one-time, bulletproof financial plan would be incredibly simple if you could supply an advisor with just two pieces of information: exactly how much money you're going to spend every single year in retirement, and your date of death. Absent those two impossible data points, an effective, comprehensive financial plan has to be an ongoi…
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Send us a text Can your nutrition and detox regimen help you lose weight without even lifting a finger? Join us on Words of Wellness as we are honored to welcome Peter Greenlaw, an illustrious "researcher of the researchers" and author with over twenty years of experience in the field of nutrition and wellness. Peter's expertise has shed light on a…
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Text Branching Out of the Empty Nest Our guest this week is Stefani Whiteside-Antoine, a Retirement Specialist with 300 Financial Group. This podcast discusses issues and provides tools, insight, and resources to help empty-nesters live their best lives. Discusses issues relevant to the new and seasoned empty-nester, such as health, wealth, relatio…
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Barenaked Money: Understanding the Impact of Interest Rate Cuts on Your Finances In this episode of 'Barenaked Money,' hosts Josh Sheluk and Colin White of Verecan Capital Management discuss the recent interest rate cut by the Bank of Canada. Through a series of candid questions, they explore the implications of the rate cut on various financial de…
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2024 is an election year, and not just any election year, but what could be one of the most controversial election years in our Nation’s history. Given the constant influx of media hype around everything such as: geopolitical tension, political dispersion within the US, inequality, inflation, government spending and the nation’s screaming debt leve…
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Ep 94. Local Market Success and Community Building with Sarah Frost of Making Local This week we are diving into the world of local markets with the incredibly passionate and energetic Sarah Frost, the owner of "Making Local Markets." We are talking about Sarah's journey from quitting her full-time job to curating successful maker markets in the Se…
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Send us a text Could a change of scenery transform your entire approach to wellness? Join us as we uncover the inspiring story of Liza Carden, an innovative entrepreneur and owner of an Aveda hair salon, who is boldly transitioning from Florida to North Carolina to start a homestead with her husband. With a mission to grow 80-90% of their own food,…
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