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THE FINANCIAL WELLNESS PODCAST

Oct 18, 2021

In this second of two episodes, Dave and Nic revisit what you might want to say or not say in different situations and Dave's 12 Tips for Talkin’ About Your Money.  Finally, they discuss what they may, or may not, say about ownership of different types of assets. 


Jul 26, 2021

Almost 4 years ago, Dave described his 5 steps to financial success (Episodes 102 - 110). Since then, the roundtable has revisited these 5 steps several times. But what now? Once you financial house is in order, Dave discusses 3 additional things to consider to make the most of your financial success.


Jul 19, 2021

In April, 2018, Dave released one of his favorite shows that discussed fake calls from the IRS. He revisits this show again and even plays a fake on the show. They guys also answer emails about Cryptocurrency, the value of health club memberships, and whether it is better to gift a gift of $1,000,000 or a penny, doubled...


Jul 12, 2021

"Side money" is the best because it is extra, not part of your monthly spending and savings plan. What would you do with a little extra money every few months? How would this get you closer to your goal of being financially independent? Dave talks about how to get more "side money" from things such as selling your old,...


Jun 28, 2021

The Bureau of Labor Statistics reports that 4 million people quit their jobs in April, 2021. Is this a trend? If so, Dave looks at what might be driving this trend and the opportunity it might present for the listeners. Nic drops in for a surprise visit.