b&b 211: Back to Basics – Your Money Personality
In this week’s episode we are going to go back to basics. We want to update the concepts, because our understandings of these concepts have evolved. We wanted to start with show…read more
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OBG: b&b163 How to protect your assets as an immigrant with Mohan Kanungo of MAF
In order to make money, one has to spend money. You’ve heard of that saying before. The whole “work hard, play hard” concept. But what happens if your entire family is working…read more
OBG: b&b108 The Dangers of Lifestyle Creep on Growing Your Wealth
Do you feel like you’re always living paycheck to paycheck, even though your income goes up every year? Do you wonder where you money goes every month? You may be experiencing Lifestyle…read more
OBG: b&b82 How to crush your income goals in the New Year
Most of the time, we think about what to do with money we already have - either spend less or save more. It's money we can control, so we focus on this.…read more
OBG: b&b129 How your personality affects your wallet Part 1
Before you can even get your money stuff together, you need to understand your relationship with money first, and to do that, you'll need to know what your money personality is and…read more
OBG: b&b121 What to do if you lose your job
It’s the last thing you want to think about happening, but also can happen at any time. This week, we talk about what do when you lose your job, from severance, unemployment…read more
b&b203: When is Homeownership an Investment? with Kathleen Boyd
"Buying a home is an investment." "Renting is just throwing your money away." "The property value could double in the next decades." All of these are go-to phrases for realtors. The property…read more
b&b197: How to build and protect your wealth pt. 1: BUILD
This first part of a two part episode focuses on how to build your wealth. The three main ways are: the stock market, real estate, and entrepreneurship. Over the long term, both…read more
OBG b&b94 How to make tax season easier for you NEXT year
Listen to Oldie-but-Goodie episode 94 below. We are right in the middle of tax season and many of us find ourselves in the same place we do every year – scrambling on…read more
b&b185 AFCPE Keynotes pt.1 Behavioral Finance & Financial Coaching
Three Keynotes from the AFCPE share their expertise: Kristen Berman, Common Cents Lab, Irrational Labs, studies behavioral economics and behavioral finance, which is basically how people actually act in the marketplace, as opposed…read more