The Money and Meaning Show
Why Risk Management should be a part of a Holistic Wealth Management Plan–with special guest Tyler Smith, a specialist in income protection

Why Risk Management should be a part of a Holistic Wealth Management Plan–with special guest Tyler Smith, a specialist in income protection

September 15, 2020

A Risk Management Plan can free you to enjoy your journey by feeling confident that you protected your income, assets and loved ones from possible future risks. We insure against things that can go wrong so that we have the luxury to invest for things that we hope "go right”. Depending on your age and career status, your future income may be your largest asset which should be protected. Join Jeff and Mike as they discuss income protection planning with Tyler Smith, a specialist in designing insurance solutions for disability income protection.

Everything I Learned About Investing I Learned in Court

Everything I Learned About Investing I Learned in Court

August 12, 2020

What can we learn from investors who have had bad experiences working with an advisor? Jeff and Mike are joined by Robert C. Port, an Atlanta litigation attorney, who will share what he has learned while representing clients in matters related to investment advice. They discuss an unlikely collaboration, the benefits of a fiduciary relationship, and an investment philosophy that evolved from experiences in court.

Investment Update for Midyear 2020

Investment Update for Midyear 2020

July 21, 2020

Is it different this time? Unprecedented, historical, tumultuous, and chaotic are all words that could describe what’s happened to the stock market and investment universe in 2020. And we’re only halfway through the year! Jeff and Mike discuss what is shaping the investment landscape today and whether today’s unusual situation actually does make this stock market different than before.

Navigating the complexities of Medicare with special guest Melinda Caughill

Navigating the complexities of Medicare with special guest Melinda Caughill

June 16, 2020

If you or someone you care about is turning 65, listen in! Even with closures due to COVID, deadlines still exist for Medicare enrollment. Join Jeff as he welcomes special guest, Melinda Caughill, to answer many questions related to the ins and outs of Medicare and what has and has not changed in the Medicare landscape. Melinda is a Medicare expert and co-founder of 65 Incorporated and i65 Medicare guidance software.

 

How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans

How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans

May 26, 2020

Do you have Time Poverty?  If so, you're not alone.  Our society and our minds conspire against us when it comes to time and happiness.  Join Jeff as he welcomes Dr. Ashley Whillans, associate professor at Harvard University, where they discuss her book Time Smart: How to Reclaim Your Time and Live a Happier Life.

Take the opportunity to carve out time for Deep Work

Take the opportunity to carve out time for Deep Work

April 13, 2020

This podcast was recorded back in late February before the Coronavirus upset our world. While some of our comments about an April tax filing deadline are certainly no longer relevant, the value of taking time to “Go Deep” is still relevant. Maybe our current “shelter in place” lifestyle will afford us an opportunity to carve out time for less distractions and more focus.

The impact of the SECURE Act on your retirement savings

The impact of the SECURE Act on your retirement savings

March 13, 2020

When the SECURE Act was signed into law last December, it delivered the most sweeping changes to retirement planning we’ve seen in decades—some of which will have major repercussions for years to come. On today’s episode of Money & Meaning, Jeff and Mike discuss the changes that impact pre-retirees and retirees the most (including the elimination of the “stretch” provision for IRAs) and share how to use the SECURE Act to your advantage to protect your retirement savings and support multi-generational planning.

Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson

Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson

February 12, 2020

Giving is often fundamental for those traveling the path from success to significance.  On today’s episode of Money & Meaning, Jeff and Mike welcome special guests Boyd Bailey and Rachel Watson of the non-profit National Christian Foundation to discuss tax-advantaged gifting strategies. Whether you are seeking a strategy to support your normal pattern of giving, or you are looking for new ways to support your personal generosity, vehicles like Donor-Advised FundsQualified Charitable Distributions, and Single Charity Funds can help you make the most of every gift.

A New Year’s buffet: Make 2020 your best year yet!

A New Year’s buffet: Make 2020 your best year yet!

January 20, 2020

As we kick off the New Year, it’s a great time to get intentional about creating a meaningful future. On today’s episode of Money & Meaning, Jeff and Mike offer a buffet of insights and information to help you start the year out strong. Focusing on key goals that drive improvements across your life; operating from a place of humility and gratitude; and working with a coach that offers technical, operational, and relational excellence are at the forefront of this wealth management smorgasbord.

How and when to claim Social Security—with special guest Alicia Lipscomb

How and when to claim Social Security—with special guest Alicia Lipscomb

December 12, 2019

One of the biggest financial decisions in your 60s is when and how to claim Social Security. Postponing your claim until age 70 can significantly increase your benefit amount, and yet more than half of eligible recipients file at age 62—decreasing their potential monthly income by as much as 57%. On today’s episode of Money & Meaning, Alicia Lipscomb (aka “The Social Security Lady”) sheds light on strategies to increase your lifetime benefits, as well as how to claim spousal benefits (even if you’re no longer married) and benefits for widows and dependents.

Play this podcast on Podbean App