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THE FINANCIAL WELLNESS PODCAST

Nov 26, 2018

In this special episode, Dave invites his colleague, bankruptcy attorney and United States Trustee, David P. Jacob. Dave, David and Brian delve into what it's like to be a bankruptcy attorney, what occurs during bankruptcy proceedings, in addition to other insight that David has experienced in over 20,000 bankruptcy...


Nov 19, 2018

As Thanksgiving is around the corner, Dave discusses the benefits of having a sense of gratitude. What are you grateful for? What things do you do on a daily basis to contribute to your practice of gratitude? Dave wants you to really take in the week and feel grateful. Listen in for additional resources that can...


Nov 12, 2018

In this episode, Dave discusses a recent survey that was released by The Center for Financial Services Innovation, only 28% of people are considered financially healthy. Moreover, over half of people are struggling with some aspects of financial health. Lastly, 17 % of people are struggling with most aspects of...


Nov 5, 2018

In this rare bonus episode, Dave and Brian discuss the upcoming elections and make a few recommendations. You’ll might be surprised at what they do, or don’t, say.

To submit a question to Dave or TFWP, go to Thefinancialwellnesspodcast.com


Nov 5, 2018

In this episode, Dave and Brian discuss the new retirement trend that has been discussed by Suze Orman as the FIRE trend. "FIRE" stands for "Financial Independence Retire Early". According to the trend, one is technically independent when one retains more than 25x one's annual expense. Are you part of the FIRE trend? If...