Financial Freedom Podcast

Apr 11 2025 150 ep. 33 mins 11

Financial Freedom Podcast artwork

A semi-monthly podcast that brings you advice and interviews with experts on various important topics to help you make better and smarter financial decisions in order to improve or maintain your financial situation.

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Episode 222: Lowering Your Tax Bill with Frank Buchholz

Apr 11 2025 37 mins

Tax time can be very stressful for folks, especially if they owe money. For those struggling with debt and trying to pay the bills, it is even worse. But it may not always have to be. Tax planning throughout the year is a good idea if you want to minimize your taxes (or maximize your refund) when you ultimately file your return. That's why in this episode of the podcast I talk with

Episode 221: How Federal Workers Can Transition to the Private Sector with Bonnie Negron

Mar 28 2025 39 mins

President Trump's efforts to downsize the federal government through the Department of Government Efficiency has a lot of federal workers nervous. Many of them have built a career with the government and spent years in public service. The thought of transitioning to the private sector, should they receive a pink slip, can be very stressful. That's why in this episode of the podcast

Episode 220: The Psychology of Overspending with Scott Yamamura

Mar 14 2025 41 mins

One of the first steps on the path to financial freedom is getting your spending under control and creating a budget that has you living within your means. But determining **why** you overspend is an important part of the process if you want to stick to that budget. That's why in this episode of the podcast I talk with certified financial coach Scott Yamamura on the psychology behi

Episode 219: Whole Life Insurance as a Fixed-Income Strategy with Tom Wall

Feb 28 2025 43 mins

The ultimate goal of retirement savings is to have a source of income once you leave the workforce for good. One of the scariest things about retirement is that leap of faith that you will still have the money to pay the bills once there's no longer a paycheck. One way to address this is to plan for streams of income in advance, like annuities, which I discussed in Episode 218. But

Episode 218: Are Annuities for You with Michael Karwic

Feb 14 2025 45 mins

One of many financial tools in the retirement savings toolkit is the annuity. Most people have heard about them, and that they provide a stream of income, but beyond that, not much is known. That's why in this episode of the podcast I bring back repeat guest Michael Karwic to talk about what annuities are, how many types they have, and how they can fit well into your retirement inv

Episode 217: Building Your Financial Pinwheel with Joe Okaly

Jan 24 2025 46 mins

Young people starting out, and especially young families, need to have a good handle on their finances in order to reach and maintain financial freedom. They need to spend below their means and and save for short term and long term goals. To talk about the importance of doing this, and his new book that discusses **how** to do this, I talked to financial planner and previous guest

Episode 216: Making Your Wealth Have a Purpose with Derrick Kinney

Jan 10 2025 40 mins

Long term investing and saving is key to building wealth and financial independence. However, that wealth should also have meaning to you. Aligning your financial goals with a cause that resonates with you can transform your life, shifting your focus from mere accumulation to creating positive change. That's why in this episode of the podcast I talk to repeat guest Derrick Kinney a

Episode 215: Purchasing a Business with Karl Maier

Dec 27 2024 42 mins

Lots of people dream of owning their own business. They have that entrepreneurial itch that needs to be scratched. But most start-up businesses fail because they are hard to get started and grow. But what if you were to buy an already thriving business? How would that work? To answer those questions I spoke with CFO and business advisor Karl Maier. He has some great tips and ideas

Episode 214: Promoting Financial Literacy with Aaliyah Kissick

Dec 13 2024 46 mins

Financial literacy is an important part of anyone's education and should start before the student graduates from high school. In Episode 151, I talked with Jake Cousineau on how he teaches it to high school students. But this is a topic that needs to be discussed more. That's why in this episode of the podcast I talk with Aaliyah Kissick about her efforts to promote financial liter

Episode 213: Demystifying Money with Misty Lynch

Nov 22 2024 45 mins

Achieving financial freedom and meeting long term savings goals like retirement can seem beyond reach. This is often because the concepts of personal finance and investing can seem mystifying, or that myths out there have you thinking that these goals are beyond reach. Misty Lynch, a Certified Financial Planner, has been helping people demystify the process and bust the myths that