
On today's episode of Making Your Money Matter we are excited to discuss retirement and college savings considerations. We will also talk about how you can save or invest towards paying for college. As always, send any episode questions or suggestions to [email protected], feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone
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Feb 3, 2020
33 min

On today's episode of Making Your Money Matter we are excited to welcome our guest Joshua Zirilli CPA (https://joshua-zirilli-cpa.business.site/) to discuss tax hacks you can use around retirement savings. We will also talk about how this applies to small business owners and the options that you have as a small business or solo entrepreneur. Click here for the related blog post. Josh can be contacted directly at (609)467-4111 or [email protected] . As always, send any episode questions or suggestions to [email protected], feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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Send in a voice message: https://anchor.fm/coastal-wp/message
Jan 30, 2020
43 min

In today's episode of Making Your Money Matter we are going to talk about 3 ways to improve your interest rates. For the related blogs please visit: https://coastal-wp.com/blog . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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Send in a voice message: https://anchor.fm/coastal-wp/message
Jan 29, 2020
28 min

On today's episode of Making Your Money Matter we discuss the 5 bad habits that kill your ability to become wealthy. For the related blog please visit: https://coastal-wp.com/5-bad-habits-that-kill-your-ability-to-become-wealthy/ . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] . For access to our FREE client portal registration Please Register HERE
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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Jan 27, 2020
24 min

In today's episode of Making Your Money Matter we are going to talk about the basics of Roth and Traditional retirement account basics. For the related blog please visit: https://coastal-wp.com/the-top-6-things-you-forgot-to-consider-while-planning-for-retirement/ . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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Send in a voice message: https://anchor.fm/coastal-wp/message
Jan 24, 2020
36 min

In today's episode of Making Your Money Matter we are going to talk about the basics of Roth and Traditional retirement account basics. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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Send in a voice message: https://anchor.fm/coastal-wp/message
Jan 22, 2020
36 min

In today's episode of Making Your Money Matter we are going to talk about the 12 habits of self-made millionaires. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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Send in a voice message: https://anchor.fm/coastal-wp/message
Jan 22, 2020
30 min

On this episode of Making Your Money Matter we cover the one piece of advice you need to hear now. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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Send in a voice message: https://anchor.fm/coastal-wp/message
Jan 21, 2020
22 min

On today's episode of Making Your Money Matter we will discuss two different types of FOMO for investors and how they can lead to killing you ability to generate wealth. We will also talk about how this applies to Mike Tyson's famous quote that "Everyone has a plan until they are hit in the face". As always, send any episode questions or suggestions to [email protected], feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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Send in a voice message: https://anchor.fm/coastal-wp/message
Jan 21, 2020
34 min

In this episode of Making Your Money Matter we are going to cover what your savings milestones should look like as you approach retirement. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] .
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
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Send in a voice message: https://anchor.fm/coastal-wp/message
Jan 20, 2020
28 min
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