How I build wealth plans, insight on the client experience

Nickels and Dimes - Finding Financial Freedom

Nickels and Dimes - Finding Financial Freedom

Player FM - Internet Radio Done Right

הוסף לפני fifty-two שבועות

תוכן מסופק על ידי Natalie Kime. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Natalie Kime או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

1
Dave Ramsey: 5 Stages to Build and Scale a Business That Lasts | Entrepreneurship | E344 1:03:38

לפני 23 ימים1:03:38

הפעל מאוחר יותר

רשימות

לייק

אהבתי

1:03:38

Too many entrepreneurs get stuck on the business treadmill, hustling nonstop, unable to scale, and unknowingly stalling their growth. That’s where Dave Ramsey began. After crashing into $3 million in debt, he rebuilt from scratch, turning a small radio program into a national show with millions of listeners. With over three decades of experience in entrepreneurship, business growth, and content creation, he knows what it takes to build a lasting business. In this episode, Dave reveals the six drivers of long-term success, the five key stages of startup growth, and how he balances life as an entrepreneur and a content creator. In this episode, Hala and Dave will discuss: (00:00) Introduction (00:23) The Core Principles of Financial Freedom (05:42) Adapting to Change as a Content Creator (09:22) Balancing Content Creation and Entrepreneurship (12:34) How to Create a Clear Path in Business (15:19) The Truth About Starting a Business Today (18:22) The Six Drivers of Business Success (26:20) Shifting From Tactical to Strategic Thinking (29:44) The Five Stages of Business Growth (41:10) Leading with Care, Clarity, and Accountability (47:10) Identifying the Right Leadership Skills (48:35) Starting a Media Business as an Entrepreneur Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. Over the past three decades, he has built a legacy of helping millions achieve financial freedom. As the host of The Ramsey Show , Dave reaches more than 18 million listeners each week. He is the author of eight national bestselling books. His latest, Build a Business You Love , helps entrepreneurs navigate growth and overcome challenges at every stage. Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify OpenPhone: Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at openphone.com/profiting Airbnb - Find yourself a co-host at airbnb.com/host Indeed - Get a $75 sponsored job credit at indeed.com/profiting RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Factor - Get 50% off your first box plus free shipping at factormeals.com/factorpodcast Rakuten - Save while shopping at rakuten.com Microsoft Teams - Stop paying for tools. Get everything you need, for free at aka.ms/profiting LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting Resources Mentioned: Dave’s Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove Dave’s Website: ramseysolutions.com Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.…

לפני שנה 39:36

MP3•בית הפרקים

Tell Natalie what you love about this episode, text here!

In this episode of the "Nickels and Dimes: Finding Financial Freedom" podcast, host Natalie Kime explores the "Universal Wealth Client Experience." She discusses her approach to addressing clients' financial concerns, such as rising taxes, inflation, market losses, and the risk of outliving savings. Emphasizing the importance of financial education, Natalie compares building financial security to constructing a house—where a strong foundation is crucial. She shares personal anecdotes and statistics to highlight common financial challenges, advocating for personalized financial plans that align with clients' goals and values to ensure long-term stability and growth.
Conversation points:

Universal Wealth Client Experience
Financial concerns: rising taxes, inflation, market losses
Risk of outliving savings and retirement planning
Importance of financial education and literacy
Strategies for debt management and elimination
Health-related financial protections, including disability and life insurance
Estate planning and legacy considerations
Building an emergency fund and financial safety net
Increasing cash flow through budgeting and income opportunities
Comprehensive wealth-building strategies and personalized financial planning

Get my FREE Financial Check-up Guide
Connect with me on:
Facebook
Instagram
LinkedIn

56 פרקים

#Society #Podcasting Education #Self-Improvement #Natalie Kime

Nickels and Dimes - Finding Financial Freedom

How I build wealth plans, insight on the client experience

Nickels and Dimes - Finding Financial Freedom

published לפני שנה

שתפו

MP3•בית הפרקים

Tell Natalie what you love about this episode, text here!

Universal Wealth Client Experience
Financial concerns: rising taxes, inflation, market losses
Risk of outliving savings and retirement planning
Importance of financial education and literacy
Strategies for debt management and elimination
Health-related financial protections, including disability and life insurance
Estate planning and legacy considerations
Building an emergency fund and financial safety net
Increasing cash flow through budgeting and income opportunities
Comprehensive wealth-building strategies and personalized financial planning

Get my FREE Financial Check-up Guide
Connect with me on:
Facebook
Instagram
LinkedIn

56 פרקים

#Society #Podcasting Education #Self-Improvement #Natalie Kime

כל הפרקים

Nickels and Dimes - Finding Financial Freedom

1
Are You Prepared for the Long-Term Care Needs of Yourself or Your Aging Parents? 19:28

לפני 8 hours19:28

19:28

Tell Natalie what you love about this episode, text here! In this solo episode of "Nickels and Dimes," host Natalie Kime discusses the crucial topic of planning for long-term care and living benefits for aging parents and oneself. She emphasizes the importance of proactive financial planning to avoid emotional and financial stress. Drawing from personal experiences, Natalie highlights the need for conversations about care needs, understanding the costs, and exploring funding options like long-term care insurance and Medicaid planning. She urges listeners to prepare legal documents and have open discussions with family members to ensure peace of mind and prevent potential conflic Importance of planning for long-term care and living benefits for aging parents and oneself. Emotional and financial stress associated with unexpected care needs. Key questions to consider regarding future care and assistance. Personal experiences related to family care and the impact of dementia. Overview of daily assistance needs encompassed by long-term care. Statistics on the likelihood of requiring long-term care for individuals over 65. Breakdown of average annual costs for various types of long-term care. Misconceptions about Medicare coverage for long-term custodial care. Funding options for long-term care, including insurance and annuities. Importance of proactive planning and open discussions about future care wishes. Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

1
Have Money Conversations with Love and Confidence 33:44

לפני 7 ימים33:44

33:44

Tell Natalie what you love about this episode, text here! In this solo episode of "Nickels and Dimes," host Natalie Kime tackles the often uncomfortable topic of financial conversations within families. She emphasizes the importance of discussing money matters with parents and children to foster understanding and ensure a healthy financial future. Natalie shares practical tips for initiating these discussions, such as starting with open-ended questions and respecting the dignity of aging parents. She also highlights the value of teaching children about financial literacy from a young age. Through personal anecdotes, Natalie illustrates the complexities and emotional weight of these conversations, advocating for love, clarity, and confidence. Importance of discussing financial matters within families Emotional and practical challenges of money conversations Strategies for initiating discussions with parents and children Respecting dignity and emotions during financial discussions The role of caregivers and the emotional weight of these conversations Teaching children financial literacy and responsibility Sharing financial successes and lessons learned with children Empowering children with a positive mindset about money Navigating conversations with confidence and clarity The necessity of ongoing dialogue and revisiting financial topics over time Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

1
Are You Protecting Your Financial Foundation Enough? 38:28

לפני 14 ימים38:28

38:28

Tell Natalie what you love about this episode, text here! In this solo episode of the "Nickels and Dimes" podcast, host Natalie Kime emphasizes the importance of protecting your financial foundation. She discusses key components such as steady income, budgeting, emergency funds, debt management, and essential protection measures like life insurance and legal documents. Natalie highlights potential threats to financial stability, including job loss, illness, and market volatility, and offers practical strategies for safeguarding one's financial future. She encourages listeners to be proactive in financial planning, seek professional advice, and share this vital information with others who may benefit. Importance of protecting one's financial foundation Key components of financial planning: steady income, budgeting, emergency funds, debt management, and basic protection Strategies for maintaining financial stability during crises (e.g., job loss, illness) The role of life insurance in financial security and wealth building Types of life insurance: term vs. permanent insurance Importance of health insurance and managing medical costs Legal documents necessary for financial protection (wills, trusts, powers of attorney) Liability protection and the benefits of umbrella insurance The significance of diversifying income streams and proactive financial planning Encouragement to seek personalized financial advice and identify gaps in financial plans Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

1
Building Wealth While Caring for Everyone Else 16:44

לפני 21 ימים16:44

16:44

Tell Natalie what you love about this episode, text here! Today we’re kicking off Financial Literacy Month —but with a focus on a group of people who don’t get talked about enough: the sandwich generation. If you’re supporting your kids and helping care for aging parents—all while trying to keep your own life, career, and financial goals on track—this episode is for you. Why Financial Literacy Month Hits Different for the Sandwich Generation Let’s be real—financial literacy isn’t a nice-to-have for us. It’s a survival skill. You’re stretched between college savings and caregiving costs… Between trying to retire one day and making sure your parents don’t run out of money today… Between wanting to build wealth and just wanting to breathe. And if no one’s ever told you this— you’re doing an incredible job. But I also want to remind you: you deserve a plan too. You deserve peace, not just pressure. Financial Literacy Month is your reminder that your goals still matter, and they can be achieved with clarity, strategy, and support. The 5 Money Moves Every Sandwich Generation Member Needs to Know Here’s what we’re breaking down this month: 1. Protect Your Foundation – Emergency funds, life insurance, and estate planning aren’t optional when you’re the go-to person for everybody else. 2. Communicate With Your Parents & Kids – Money conversations can be awkward, but they’re essential. We’ll walk through how to have them with love and confidence. 3. Make a Plan for Long-Term Care – For your parents, and eventually, for yourself. We’ll talk options that don’t break the bank. 4. Create a “You Fund” – Whether it’s retirement, a dream house, or your peace of mind—your goals have to stay in the picture. 5. Build Wealth Intentionally – We’ll cover how to invest, grow, and protect your money even when life feels chaotic. What to Expect This Month Every week, we’re going deeper. Expect: •Guest interviews with experts in elder care, college planning, and financial strategy •Real-life stories from people just like you •And bite-sized, actionable steps that help you feel less overwhelmed and more in control We’re not just surviving this season—we’re setting up the next generation and securing our own future too. Your Action Step This Week This week, I want you to take one honest look at your finances. What area is causing the most stress? Is it: •Covering care for a parent? •College creeping up for your teen? •Feeling behind on retirement? Pick one , and take the first step. That might be scheduling a conversation, reviewing a policy, or even just writing down your goals. Small steps build big futures. And if you need guidance, don’t do it alone. Let’s talk. I’m here to help you build a custom plan that keeps everyone cared for—including you . Being part of the sandwich generation isn’t easy, but it’s powerful. You are the bridge between generations—and that bridge deserves to be strong, supported, and secure. So let’s make this Financial Literacy Month count. Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

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Power, Preparation & Performance - Women and the Great Wealth Transfer 48:00

לפני 28 ימים48:00

48:00

Tell Natalie what you love about this episode, text here! In this solo episode of "Nickels and Dimes: Finding Financial Freedom," host Natalie Kime delves into the impending $30 trillion wealth transfer to women in the U.S. Natalie discusses the importance of financial readiness, emphasizing education, confidence, and proactive planning. She outlines key pillars for managing wealth, including reviewing expenses, building financial confidence, establishing control, collaborating with professionals, and legacy planning. Natalie encourages women to take charge of their financial futures, engage in meaningful financial conversations, and prepare to create lasting legacies. She concludes by offering a free Wealth Power Checklist and urging listeners to share the episode. Significant wealth transfer to women in the U.S. estimated at $30 trillion. Importance of financial education and confidence for women managing wealth. Barriers women face in financial discussions and decision-making. Implications of wealth transfer on investment decisions, estate planning, and legacy creation. Need for proactive financial planning and conversations. Five pillars of financial readiness: awareness, building confidence, establishing control, collaboration, and legacy planning. Importance of reviewing subscriptions and managing expenses. Overcoming barriers to financial leadership and pursuing financial aspirations. Encouragement to take action in financial planning and wealth management. Social impact of women's wealth on families, communities, and closing wealth gaps. Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

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Are You Financially Prepared as a Female Caregiver? A Guide for women. 34:28

לפני 5 weeks34:28

34:28

Tell Natalie what you love about this episode, text here! In this episode of "Nickels and Dimes: Finding Financial Freedom," host Natalie Kime delves into the financial challenges faced by female caregivers, in honor of International Women's Month. She emphasizes the importance of proactive financial planning, sharing personal anecdotes about her experiences as a caregiver. Natalie discusses the financial burdens of caregiving, including out-of-pocket expenses, lost wages, and reduced retirement savings. She encourages listeners to prioritize their own financial well-being, explore available resources, and engage in difficult but essential financial conversations with loved ones. The episode offers practical advice and support for women navigating the complexities of caregiving. Financial challenges faced by female caregivers Importance of financial planning for caregivers Difficult conversations about financial matters with loved ones Financial implications of caregiving, including out-of-pocket expenses and lost wages Impact of caregiving on retirement savings and career trajectories Hidden costs of caregiving, such as healthcare and home modifications Resources available for caregivers, including government programs and employer support Importance of self-care and mental health for caregivers Building a support network for caregivers Long-term vision for financial independence and retirement planning. Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

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How Financial Education Can Transform the Lives of Women and Their Communities with Wini Griffin 51:00

לפני 6 weeks51:00

51:00

Tell Natalie what you love about this episode, text here! In this episode of "Nickels and Dimes: Finding Financial Freedom," host Natalie Kime welcomes guest Wini Griffin. They discuss the vital role of financial education, especially for women and single mothers. Winnie, a single mother of three and military service member, shares her transformative journey into financial literacy, sparked by a pivotal book. She emphasizes the importance of financial planning, including life insurance, to create generational wealth and stability. The episode underscores the impact of financial education on overcoming challenges and the need for proactive financial planning to secure a better future for families. Importance of financial education for achieving financial freedom. Personal stories of overcoming financial challenges, particularly for single mothers. The impact of financial literacy on creating generational wealth. The role of community in supporting financial education and literacy. Challenges faced by families in small towns regarding financial management. The effects of gentrification on long-time residents and their financial stability. Emotional aspects of financial management and spending habits. The significance of life insurance in financial planning for families. Encouragement for open conversations about finances and seeking help. The transformative power of financial knowledge in breaking cycles of financial struggle. Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

1
The Greatest Empowerment Move: Financial Education for Women 21:14

לפני 7 weeks21:14

21:14

Tell Natalie what you love about this episode, text here! In this episode of "Nickels and Dimes," host Natalie Kime celebrates International Women's Month by emphasizing the importance of financial education for women. She highlights historical figures like Abigail Adams and Maggie Lena Walker, who significantly contributed to women's financial independence. The episode underscores the challenges women face in achieving financial independence and the necessity of understanding finances. It encourages women to educate themselves, seek mentorship, and engage in financial conversations. The overarching message is to empower women to take control of their financial futures and celebrate the progress made in women's financial independence. Celebration of International Women's Month and its significance in financial education for women. Historical contributions of women like Abigail Adams and Maggie Lena Walker to financial independence. The importance of financial education as a tool for women's empowerment. Challenges women face in achieving financial independence, including the gender pay gap and historical barriers. The necessity for women to understand their financial situations and take control of their finances. Key areas of focus for financial empowerment: earning power, investing, retirement planning, and legacy building. Practical steps to increase financial confidence, such as education, budgeting, and networking. Real-life success stories of women who have transformed their financial futures. Encouragement for women to engage in financial discussions and seek mentorship. The overall message of taking action towards financial freedom and independence. Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

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Breaking the Cycle: How to Confront Your Financial Fears and Embrace Self-Worth 48:13

לפני 8 weeks48:13

48:13

Tell Natalie what you love about this episode, text here! In this episode of "Nickels and Dimes: Finding Financial Freedom," host Natalie Kime explores the deep connection between self-worth and financial habits. She shares her personal journey as a single mother and her transition into the financial services industry, highlighting how financial behaviors often reflect self-esteem. Natalie discusses common habits like overspending to impress others, underspending due to feelings of unworthiness, and avoiding financial responsibilities out of fear. She encourages listeners to shift their mindset towards abundance and self-respect, offering practical steps to treat finances as an act of self-love. Connection between self-worth and financial habits Impact of self-esteem on financial behaviors Personal experiences with money management Overspending to impress others Underspending due to feelings of unworthiness Avoidance of financial responsibilities out of fear Mindset shift from scarcity to abundance Treating finances as an act of self-love Importance of setting achievable financial goals Encouragement to confront financial realities and make intentional choices Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

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Loving Well and Leaving a Legacy 40:53

לפני 9 weeks40:53

40:53

Tell Natalie what you love about this episode, text here! In this episode of "Nickles and Dimes," host Natalie Kime and Speaker 1 explore the themes of love, legacy, and financial planning. The speaker shares personal stories about their grandparents and experiences caring for aging parents, emphasizing that a true legacy extends beyond financial wealth to include love, family, faith, and community. They advocate for financial literacy, open family discussions about aging and care, and the importance of charitable giving. The episode encourages listeners to reflect on the legacy they want to leave, focusing on values and positive impact, and to take actionable steps towards achieving it. The concept of love and its connection to legacy. The importance of leaving a legacy that transcends financial wealth. Personal anecdotes about family, particularly grandparents and caregiving experiences. The significance of financial literacy and teaching children about money management. The necessity of discussing aging and care within families. Emotional complexities involved in caring for aging loved ones. The idea of financial legacy and strategies for wealth-building. The importance of character legacies and the values passed down to future generations. The impact of charitable giving and community involvement. Encouragement for listeners to reflect on their values and take actionable steps towards building their legacy. Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

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How Can Self-Love Transform Your Financial Wellness? - Natalie Kime 43:13

לפני 10 weeks43:13

43:13

Tell Natalie what you love about this episode, text here! In this episode of Nickles and Dimes, host Natalie Kime explores self-love through financial wellness, aligning with February's theme of love. Natalie shares her transition from corporate to personal finance, emphasizing self-love's role in financial health. She defines self-love, advocates for a strong financial mindset, and provides practical steps for financial wellness, including life insurance, emergency funds, paying oneself first, managing debt, and estate planning. The episode encourages listeners to view financial management as an act of self-love, empowering them to achieve financial freedom and security. The connection between self-love and financial wellness. The importance of cultivating a strong financial mindset. Defining self-love in the context of personal finance. The role of life insurance in financial security and self-care. Building an emergency fund as a safety net for unexpected expenses. The principle of "paying oneself first" for savings and investments. Strategies for managing and reducing debt. The significance of estate planning and creating a legacy. Viewing financial management as an act of self-love. Empowering individuals to take control of their finances for a fulfilling life. Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

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How I went from Corporate Finance to Personal Finance - Natalie Kime 38:23

לפני 11 weeks38:23

38:23

Tell Natalie what you love about this episode, text here! In this episode of "Nickels and Dimes: Finding Financial Freedom," host Natalie Kime shares her inspiring journey into the financial services industry. She recounts significant life changes, including career shifts and personal upheavals, that led her to focus on helping others achieve financial stability. Natalie discusses her struggles as a single mother, her education in finance, and the challenges she faced during economic downturns. She emphasizes the importance of financial literacy and her mission to empower individuals and families. The episode serves as both a personal narrative and a call to action for financial education and empowerment. Personal journey into the financial services industry Significant life changes and career shifts Challenges faced as a single mother Importance of financial literacy Transition from corporate finance to entrepreneurship Impact of the COVID-19 pandemic on financial planning Building a part-time business while seeking full-time employment Growth and development of a financial services business Vision for expanding financial education and support Encouragement for individuals to take charge of their financial futures Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

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How Can You Transform Your Legacy and Empower Others to Succeed? 54:40

לפני 12 weeks54:40

54:40

Tell Natalie what you love about this episode, text here! In this episode of the "Nickels and Dimes: Finding Financial Freedom" podcast, host Natalie Kime converses with Andre Pennington, a top 1% estate attorney and Forbes Financial Council member. Andre shares his journey, emphasizing financial education, personal growth, and legacy. He discusses rebranding his business to Universal Wealth, which offers diverse financial services. Andre reflects on wealth's true nature, stressing that money amplifies character rather than solving problems or buying happiness. He advocates for goal-setting, discipline, and servant leadership, encouraging listeners to align their actions with a greater purpose and inspire others to achieve their potential. Financial education and its importance in personal growth The concept of legacy and its impact on future generations Leadership principles and their application in personal and professional life The journey of rebranding a financial services company Empowering others to live life on their own terms Setting ambitious goals and the discipline required to achieve them The role of accountability and community in personal development Insights on the relationship between money and happiness The significance of self-reflection and gratitude in personal success Encouragement to take actionable steps toward financial freedom and personal transformation Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

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The Silver Lining: How Investing in Precious Metals Can Protect Your Wealth. With Tim Parnell 1:03:56

לפני 13 weeks1:03:56

1:03:56

Tell Natalie what you love about this episode, text here! In this episode of the "Nickels and Dimes: Finding Financial Freedom" podcast, host Natalie Kime and guest Tim Parnell explore investing in precious metals, particularly silver. Natalie shares her recent journey into this investment sector, while Tim provides expert insights into the historical significance and market dynamics of precious metals. They discuss the devaluation of the dollar, market manipulation, and the practical aspects of storing silver and gold. Tim emphasizes the importance of understanding the intrinsic value of these metals and offers practical advice for those considering adding precious metals to their investment portfolios. Investing in precious metals, particularly silver and gold. Personal experiences and journeys into precious metal investments. Historical significance and value of precious metals in the financial system. Market dynamics and manipulation of precious metal values. Comparison of precious metals to more volatile investments like stocks. Practical advice on purchasing and storing precious metals. Understanding different types of silver investments, including pre-1965 coins. Economic implications of investing in precious metals amid global financial changes. Importance of financial education and seeking knowledge about investments. Strategies for gradually building a collection of precious metals. Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

Nickels and Dimes - Finding Financial Freedom

1
How Can Proactive Estate Planning Secure Your Financial Future and Legacy? A conversation with Andre Pennington 1:08:56

לפני 14 weeks1:08:56

1:08:56

Tell Natalie what you love about this episode, text here! Tell Natalie what you love about this episode, text here! In this podcast episode, host Natalie Kime interviews Andre Pennington, an estate planning lawyer and financial professional. They discuss Andre's personal journey, including his law career choice influenced by a traumatic event, his military service, and the discipline learned from his father. Andre shares a story about helping an elderly client with estate planning, which led him to integrate financial services into his practice. The conversation covers the importance of proactive estate planning, asking hard questions, and the value of building client relationships. They advise listeners to seek experienced professionals and emphasize the peace of mind that comes with securing one's financial future and legacy. Conversation Points - Andre Pennington's personal and professional journey - The impact of discipline on work and life - The emotional and practical aspects of estate planning - The transformative power of proactive estate planning - The importance of wills, trusts, and probate in estate planning - The significance of finding a knowledgeable and experienced estate planning professional - The importance of addressing difficult conversations and making informed decisions - The need for proactive steps to secure financial future and legacy - The significance of seeking assistance to ensure peace of mind and protection for oneself and loved ones - The call to action to prioritize organizing financial affairs and securing legacy Get my FREE Financial Check-up Guide Connect with me on: Facebook Instagram LinkedIn…

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Nickels and Dimes - Finding Financial Freedom « » How I build wealth plans, insight on the client experience

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How I build wealth plans, insight on the client experience