New Money New Problems Podcast

What is Velocity Banking, and why do its advocates say you can use the strategy to pay off a home in 10 years or less? Tune in and find out EPISODE RESOURCEShttps://www.bankrate.com/mortgages/amortization-calculator/  And if you haven't already, sign up for our email list at newmoneynewproblems.com/subscribe!

Hear the factors that help determine how financial advisors set their fees ... and whether you should decide to pay them!

Tune in as we talk about pros and cons of paying off a mortgage early! EPISODE RESOURCES Early Mortgage Payoff Calculator  S&P 500 Investment Calculator  And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

This week, join us for a replay of our first episode recorded in front of a live audience! Tune in for 5 Financial Tips for New Entrepreneurs!

Tune in as we cover 4 upcoming dates that are crucial for federal student loan borrowers JOIN THE APRIL #30MoneyMoves CHALLENGE! EPISODE RESOURCES When PAYE beats the SAVE plan https://open.spotify.com/episode/3LXvu3QXfMZIwgN06JiwlR?si=bjqJ_eUgSCyDrYkRldm0QQ The SAVE Plan Part 1 and Part 2 https://open.spotify.com/episode/3U64z5PsRtJv9te2WXJjTA?si=H30Q6D9SQXC72ie5ao6Vcg https://open.spotify.com/episode/2OLHHNRTg6s1JK3b1PpT0F?si=SaQnVS2VSsiXhmR2p4OPrw    Contact the Student Loan Ombudsman https://fsapartners.ed.gov/help-center/fsa-customer-service-center/service-centers-for-students/office-of-the-ombudsman-fsa    And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

Tune in for student loan tips and tricks from Robert Farrington of The College Investor!   EPISODE RESOURCES Join The April Challenge! Contact the Student Loan Ombudsman The College Investor   And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

Tune in for a sneak peek at The #30MoneyMoves Challenge! EPISODE RESOURCES Join The April Challenge!

In this episode we cover the training and education process for a CFP® professional, and how we at New Money New Problems use that training to bring value to our clients! AND ALSO ... Sign up with other members of our community to take The #30MoneyMoves Challenge starting April 1st! Participants can use the link below to sign up for the group, and also the permanent link if they'd like to take the challenge solo or at another date!   EPISODE RESOURCES April sign-up for The #30MoneyMoves Challenge Permanent link for The #30MoneyMoves Challenge The CFP BoardThe Financial Planning Process And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

Tune in as we cover one of two ways you can access the equity in your home without selling: a cash out refinance!   EPISODE RESOURCES HELOC vs. Cash out example Debt amortization calculator   And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast!

Fiduciary is a buzzword people use when talking about financial advisors. But what does the term even mean? And should you never receive advice from someone who isn't a fiduciary?  EPISODE RESOURCES Forbes Fiduciary Advisor Article Fee-based vs. Fee-only Advisors   And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

In this episode, we break down the details of Home Equity Lines of Credit, or HELOCs. Tune in to find out how they work, when they're useful, and when to avoid them! EPISODE RESOURCES Schedule A 2023 Tax Tables And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

In this episode we talk about the three types of financial advisors, and why knowing how each of them are paid can give you clues into what to expect from the relationship. EPISODE RESOURCES FINRA BrokerCheck SEC Advisor Database   And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

In this episode, we cover how big the tax benefits of home ownership really are, and why many homeowners choose to not even use them! EPISODE RESOURCES Mortgage Amortization Calculator  2023 Tax Tables  Whiteboard Example  Schedule A   And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

In this episode, we talk about the newest TikTok trend in personal finance: LOUD budgeting!   EPISODE RESOURCES Loud Budgeting 101Loud Budgeting Instructions Peer Money Pressure Statistics More Peer Money Stats Why Minority Millennials Can't Get Ahead Sandwich Generation Statistics Financially Supporting Adult Children   And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

In this episode we cover 4 ways your health impacts your wealth, and Juice & Toya share tips on how to improve our fitness and nutrition in 2024!   EPISODE RESOURCES Sample Life Insurance Quote  Juice & Toya YouTube Channel  Juice & Toya App  Juice & Toya Podcast  JUICE & TOYA'S FAVORITE WORKOUTS 30 Minute Dumbbell Strength  45 Minute Strength & Conditioning  20 Minute Cardio-HIIT [No Equipment]   20 Minute Step To The Beat Workout    And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

YouTube's favorite fitness gurus, Juice & Toya, share how their early experiences with money shaped their perspective as they've grown from filming videos with an old camera and laptop to over 1 million subscribers. EPISODE RESOURCES Juice & Toya YouTube Channel  Juice & Toya App  Juice & Toya Podcast  JUICE & TOYA'S FAVORITE WORKOUTS 30 Minute Dumbbell Strength  45 Minute Strength & Conditioning  20 Minute Cardio-HIIT [No Equipment]  20 Minute Step To The Beat Workout    And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

Mint.com, an app beloved by the finance community, is shutting it's doors. In this episode we discuss alternatives to Mint, and why financial tracking websites are important to accomplishing your money goals! EPISODE RESOURCES CNET Reviews TIME Reviews New York Times Reviews   And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

The IDR Waiver has been extended! In this episode we cover why certain borrowers should consolidate ... even if they DON'T have to. EPISODE RESOURCES Waiver Extension Details And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

A look back at some of our favorite moments in 2023   FEATURED EPISODES The Fordjour Brother's Money Story My (and my parents') Money Story Courtney Hale's Money Story Marcus Henderson's Money Story My Wife's Money Story   See you in 2024!

In this episode, we talk about how to decide whether the financial life you're building ... is the one you actually want.   EPISODE RESOURCES RSVP for the Financial Literacy Symposium Cashing Out FIRE Strategies CNBC Happiness Article Join the email list!  Stay tuned for an email on how to win a copy of Julien and Kiersten's book, Cashing Out: Win The Wealth Game By Walking Away!

In this episode, Steven Jarvis of Retirement Tax Services shares tax strategies and busts tax myths!   EPISODE RESOURCES Retirement Tax Services The Retirement Tax Podcast   And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

Join us as we share some end of the year tips to maximize your federal student loans! And if you haven't already, join our email list at newmoneynewproblems.com/podcast.

Join us as we share five important money conversations you should have before the year ends!  And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

In this video we're joined by Kevin Matthews of Building Bread, who shares some best practices for investors looking to learn about investments and build a DIY portfolio.   EPISODE RESOURCES Building BreadAnd if you haven't already, join our email list at newmoneynewproblems.com/podcast!

In this episode we meet Kevin Matthews II, founder of Building Bread, and talk about his journey from HBCU grad, to teacher, to financial advisor, to financial educator.   EPISODE RESOURCES Building Bread   And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

Tune in to hear about the Mega Backdoor Roth conversion and its (potential) benefits for high income-earning super savers! EPISODE RESOURCES After-tax vs Roth article 2023 tax tables and contribution limits And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast!

Check out this episode where we cover 5 employee benefits high income earners can use to improve their cashflow, taxes and investments!   EPISODE RESOURCES After-tax vs Roth article 2023 tax tables and contribution limits And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast!

Reverse discrimination is a phenomenon where employees earn TOO MUCH money to take advantage of their employee benefits. In this episode, we cover 5 ways reverse discrimination could impact your finances EPISODE RESOURCES 2023 Tax Tables and Retirement Plans  And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast!

Check out the many ways you can benefit from two underused employee perks: Flex Spending Accounts and Dependent Care FSAs! EPISODE RESOURCES Flex Spending Account Uses Dependent Care FSA Uses Target FSA Store And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

As open enrollment approaches, we take a deep dive into an employee benefit with many hidden perks: a Health Savings Account   EPISODE RESOURCES Eligible HSA Expenses   Target HSA Store   And if you haven't already, join the email list for our weekly newsletter at https://newmoneynewproblems.com/podcast!

In this episode we tell the money story of a beautiful couple: founding pastor of Nashville Life Church, Pastor Alvin Love, and his lovely wife, the most decorated gospel singer of all time: 15 time Grammy Winner CeCe Winans.

Set your notifications for Monday!

As Life Insurance Awareness Month comes to a close, we give you some tips on how to calculate your life insurance need!   EPISODE RESOURCES Life Insurance Needs Calculator   And if you haven't already, join our email list at newmoneynewproblems.com/podcast

In this episode we tell the money story of the Fordjour Brothers, Ike and Ricky. And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast!

September is Life Insurance Awareness Month, and in honor of that, here are 10 truths about life insurance you need to know! EPISODE RESOURCES Life Insurance Needs Calculator   And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast

What happens if you can't (or won't) make your student loan payments in October? In this episode, we share a replay of The Escape Student Loan Debt podcast which covers a temporary program designed to give credit relief to borrowers who can't make payments. EPISODE RESOURCES On-ramp program details Student Loan Delinquency and Default And if you haven't already, join our email list at newmoneynewproblems.com/podcast! Securities and Investment Advisory Services offered through Osaic, Inc., Member FINRA, SIPC. Osaic, Inc. is separately owned and other entities and/or marketing names, or services referenced here are independent of Osaic, Inc.

When you owe multiple debts you can't pay off in a short period, finding small ways to restructure them can save you thousands over time. Join us as we cover 5 ways to restructure everything from mortgages to credit cards!   EPISODE RESOURCES Biweekly mortgage savings calculator Private student loan marketplace Balance Transfer Cards Reviewed Personal Loans Reviewed   And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

When you have multiple debts, it can be a struggle to figure out which debt to pay off first. In this episode, we cover the different considerations that come into play when forming a debt repayment strategy.   EPISODE RESOURCES Gap Finder Assessment

In this episode, I talk to a few friends about the hidden guilt we can feel when paying for services like household cleaners, laundry services and even grocery delivery.If you thought you were alone in having this feeling, take a listen!   EPISODE RESOURCESSuper Money Kids (Courtney Hale) Isaac Addae Black Boy Fly

Recently, a post went viral about Blue Ivy getting paid to dance for Beyonce, and somehow flipping that payment into $6 million of TAX-FREE dollars. A few friends sent it to me asking if it was a legitimate and legal strategy. Check out this preview of our episode of The New Money New Problems Podcast, where we cover how it’s not just possible to treat your child like Blue Ivy, but how the $6 million dollar estimate … might be conservative EPISODE RESOURCES Original Social Media Post Standard Deduction 101 S&P 500 Historical Returns Calculator And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

With student loan interest and payments set to resume, in this episode we cover steps you need to take to make sure your loan strategy is in tip-top shape.   EPISODE RESOURCES Student Aid Website How to Download Your NSLDS Data File Direct Consolidation Loan Application How Student Loan Interest Works The History of Student Loans Part 1 and Part 2   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

The Fed just raised interest rates to their highest levels in over 20 years ... But ... what does that even mean?

One of the best things to do for your investments is to get out of the way and let automation do your work for you. In this episode, we walk through six easy steps you can take to increase automation and decrease human error.   EPISODE RESOURCES Top High Yield Savings Accounts Top Roundup Savings and Investment Tools Investment Rebalancing 101   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

Marcus Henderson has built a firm and a successful 30 year career in financial services, in spite of serving a clientele most advisors wouldn't think of pursuing. In this episode, we talk about the influence his parents, his church, and even his choice of clothes have had on his life.   EPISODE RESOURCES More About Marcus The Strangest Secret   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

The Supreme Court just struck down the Biden Student Loan Forgiveness Program! In this episode, we talk about why the rationale used to cancel the program is a key indicator of what's next for student loans, and how it impacts your student loan journey. And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

While you've heard that investment advisers charge a fee to manage your investments, you might not know what the fee actually covers. In this episode, we cover the different types of fees investment advisers charge, when they're worth paying, and when alternatives like index funds or robo-advisers may be all you need.

Robo advisors help investors have access to professional investment management at a fraction of the cost. Tune into this episode to hear more about how these advisors work and when they're appropriate for a portfolio. EPISODE RESOURCES Robo Advisor 101 Modern Portfolio Theory 101   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

Accredited investors have access to a pool of investments and opportunities not available to the general public ... and you may already be considered one yourself! Check out this episode where we cover what it means to be accredited, potential changes coming to the definition of an accredited investor, and what it all means for you.   EPISODE RESOURCES Accredited Investor Defined Accredited Investor Legislation  Accredited Investor Exam   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

Direct Indexing is a new investment style that blends characteristics of index and ETF investing with that of investment management. In this episode, we break down how direct indexing works, and cover the potential benefits to a high income investor. EPISODE RESOURCES Direct Indexing 101 S&P 500 Weighting Article S&P 500 Annual Returns   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

Using tools like nonqualified investments can help young high income-earners generate wealth ... and taxes. In this episode we talk about taxes impact investments like mutual funds, ETFs and index funds, and share why you might shy away from holding one of them in your portfolio. EPISODE RESOURCES Mutual Fund Tax Dangers Index Funds vs. ETFs ETF Tax Efficiency Explained And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

There are 5 upcoming dates that are crucial for federal student loan borrowers.  In this episode, we tell you what they are and how to benefit from them in your student loan journey EPISODE RESOURCES Income Driven Repayment Waiver  How to Review Your Student Loan History IDR Plans Part 1 and Part 2 And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

In this episode, we're joined by Courtney Hale. Courtney wears many hats: he's a CEO of a successful business, Super Money Kids. A property owner, and a "hope dealer". He is also a son, a father, and a widower, who has been through his fair share of hardship. Join us as we hear his story. Episode ResourcesSuper Money Kids   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

For long-term investors, years where the stock market goes down can represent an opportunity, not an obstacale. In this episode, we prove it to you Access Episode Resources Here!

An investor's risk tolerance is their appetite for losing money in an investment without feeling a need to make a change. But should your risk tolerance be the same for every investment you have? EPISODE RESOURCES Leaving Your Legacy Webinar Registration Accredited Investor Definition Risk Tolerance Questionnaire And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

If you've thought about investing on your own, you've heard someone say that all you need to do is put your money in the S&P 500? But what is this index? How does it work? And is it actually the right place for EVERYONE to invest their money? And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

Investors regularly try to time the market, believing they know the perfect time to enter into or exit out of investments. In this episode, we discuss Dollar Cost Averaging, a method that uses consistency to (hopefully) take some of the human error out of the investing process. EPISODE RESOURCES Lump sum vs. Dollar Cost Averaging article  Auto-enrollment research    And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

The Pyramid of Investments helps categorize how people should build their finances based on levels of risk. In this episode, we break down each level of the pyramid and how certain investments are utilized - positively and negatively - by high income earners establishing their portfolios.   EPISODE RESOURCES Pyramid of Investments Article

Having a high income is the goal, but it CAN lead to some tax consequences that impact the rest of your finances! Join us as we cover 5 key financial areas where the numbers on your tax return can dictate what you can and can't do with your money. EPISODE RESOURCES 2023 Tax Guidelines

Each tax filing year, married couples can decide to file their taxes Married Filing Jointly, or Married Filing Separately. In this episode, we talk about some of the pros and cons of each filing strategy, and give examples of scenarios where it might make financial and legal sense to file apart. EPISODE RESOURCES 2022 Federal Tax Brackets  And if you haven't already, sign up for our email list for news on private events, upcoming episodes and more at newmoneynewproblems.com/podcast!

The 2022 Tax Year has a number of major changes that could radically alter the refunds you expect to receive ... or the amount you expect to pay in federal income taxes. In this episode, we cover these changes in detail, along with 5 red flags from your tax return that could increase your chances of an IRS audit! EPISODE RESOURCES CNBC Red Flags Article 2022 Form 1040   And if you haven't already, sign up for our email list for news on private events, upcoming episodes and more at newmoneynewproblems.com/podcast!

Last week, we witnessed the 2nd and 3rd largest bank collapses in US history! In this episode we cover how a series of economic forces led to the demise of these two banks, how many people were affected without even knowing it, and the impact it could have on you moving forward. EPISODE RESOURCES Silicon Valley Bank expose Bonds 101 FDIC Insurance Details   And if you haven't already, sign up for our email list for news on private events, upcoming episodes and more at newmoneynewproblems.com/podcast!

There's often a lot of confusion when people hear tax terms thrown out like deductions, credits, Adjusted Gross Income and more. In the lead up to the tax filing deadline, we give you a breakdown of how the federal tax system actually works, so you have the tools you need to know to make it work for you! EPISODE RESOURCES 2022 Federal Tax Brackets    And if you haven't already, sign up for our email list for news on private events, upcoming episodes and more at newmoneynewproblems.com/podcast!

Every February 1st, there's a little known holiday that raises the awareness of state websites dedicated to finding your lost money: Unclaimed Property Day! Tune in to this episode to find out what Unclaimed Property is, why you might have some, and how to retrieve it! Episode Resources Unclaimed Property Article

529 accounts can be wonderful tools ... if you're financially prepared to contribute to them. In this episode, we discuss various features of 529s, and how to determine whether they're the right tool for your children's education savings. EPISODE RESOURCES Business Insider article And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a Roth IRA. But how likely are you to actually benefit from this strategy? In this episode, we find out ... EPISODE RESOURCES CNBC Roth IRA/529 Article   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

The passage of SECURE Act 2.0 will see some radical changes to retirement savings, student loans and even allow employers to help employees establish an emergency fund. Tune in as we cover some of the key changes you'll see in the coming years! EPISODE RESOURCES SECURE Act 2.0 Article And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

In our previous episode, we covered why Net Worth isn't always the most effective tool for measuring wealth amongst younger generations. In this episode, we discuss other financial questions you can ask to make sure you're progressing financially year to year. EPISODE RESOURCES #30MoneyMovesChallenge  Gap Finder Assessment  Liquid Net Worth Article   And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

For years, a person's net worth has been seen as THE indicator of budding wealth. But in today's economic landscape, is net worth the best way to gauge your financial progress? Join us to find out. EPISODE RESOURCES Forbes Net Worth Article  Student Loan Debt Statistics    And if you haven't already, join our email list at newmoneynewproblems.com/podcast!

The end of January often means the end of our well-intended attempts at keeping New Year's resolutions. Join us as we talk about how to set money resolutions that actually stick, and how to change your finances without changing who you are. And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! EPISODE RESOURCES Subscription Tracking Services 30 Money Moves Challenge Hourly Rate Calculator Resources to learn new skillsAnd if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

One of the most difficult things you can do in a marriage, is figure out how to best manage money together. Now that you know my money story, tune in for the story of the other person with whom I manage money: my wife! And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

For most people, if they even invest in the stock market, they only do so through their employer's 401(k) or 403(b) plan.Join us as we cover the ins and outs of how to open your own investment vehicle called a nonqualified brokerage account! And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

Keeping too much in cash can end up hurting you more than helping you financially. Tune into our new episode and hear how to evaluate different options for what to do with your money after meeting your emergency savings goals. And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

In the continuation on our series on savings, we discuss the factors that influence how much you should keep in your emergency fund! Join us as we discuss what questions you should ask yourself before deciding how much savings is enough, and the downside of keeping too much in cash! And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!

Whether it's increased expenses, mindless spending or more, high income earners can still find themselves in tight financial straits. Check out the episode for tips on how to optimize problematic debts as you pull yourself out of the hole and move towards a healthy financial foundation! EPISODE RESOURCES 3 Ways to Pay Down Credit Card Debt  CNBC Paycheck to Paycheck Article

Whether it's increased expenses, mindless spending or more, high income earners can still find themselves in tight financial straits. Check out the episode for tips on how to pull yourself out of the hole and move towards a healthy financial foundation! EPISODE RESOURCES CNBC Paycheck to Paycheck Article  LendingClub Report Subscription Tracking Services   And if you haven't already, head to newmoneynewproblems.com/podcast and join our email list to be the first to know about upcoming events and new episodes! Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA, SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

It's easy to watch and read stories in financial media that lead you to believe you'll always be behind the eight ball when it comes to the amount you have saved in retirement. In this episode, we'll tell you how many of the assumptions made by these organizations are woefully outta step with the way people actually live their lives, and why you should never be discouraged by how much or how little you have saved at any age. EPISODE RESOURCES JP Morgan Retirement Insights The 4% Rule, Explained CNBC Retirement Savings Checkpoints article Forbes Peak Earnings Years Article Investment Calculator

For our first #MyMoneyStory, I figured I would tell you ... MY money story! Well, really, my parents' story. And I invited them to join me, so you can hear all about who and what shaped the way I am with money.  EPISODE RESOURCES Mind Over Money Book  Money Disorder Assessment  New Money New Problems Gap Finder  And if you haven't already, hit subscribe and turn on the notifications for our future videos!

Join us for our first #AskTheExpert interview with Dr. Ted Klontz, author of Mind Over Money, who shares how to break out of financial comfort zones and recognize triggers to self-defeating money habits. EPISODE RESOURCES Mind Over Money Book  Money Disorder Assessment  New Money New Problems Gap Finder

Studies have shown that a significant portion of our thoughts about money are formed before we're 10 years old. Join us as we talk about common money disorders that impact high income-earners on their journey to wealth creation! EPISODE RESOURCES Mind Over Money Book  Money Disorder Assessment  Childhood Financial Trauma Article (CNN)

Join us for the premiere of the New Money New Problems Podcast! In this introductory episode, we'll share more about the why, the what and the how of this podcast. Tune in to learn who it's for, what it's about, what the format is, and what you can expect from us moving forward!    EPISODE RESOURCES Website And if you haven't already, hit subscribe and turn on the notifications for our future videos! Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA, SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

Negotiating compensation. Purchasing your first investment property. Helping your family with money. The highs and lows of entrepreneurship. New money leads to new problems that require new solutions. The NEW MONEY NEW PROBLEMS PODCAST tackles the financial topics our listeners are navigating for the first time, providing the expertise, interviews and resources for them to do so successfully.