
In this episode, Eric talks about how to find the right investment professional, and how to know whether they are giving you the right advice.
Remember, if you know what vehicles are appropriate for your age, etc. a good advisor won't recommend something that runs counter to that.
Check out their work history and any complaints at https://brokercheck.finra.org/
Links for state-level checking for CPAs, mortgages brokers, insurance agents, and commodities futures brokers are at http://www.finra.org/investors/brokercheck-resources
You can share your money questions, worries and triumphs with us at [email protected].
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com, and follow Eric on Facebook @TheFinancialWizard and Twitter @YouCanDoMoney
Jul 15, 2018
28 min

What does it mean to be "financially independent?" In this special July 4th edition, Eric talks about financial independence: our attitudes, goals, and seven habits of financially independent people that we can apply right now to get us closer to those goals.
You can share your money questions, worries and triumphs with us at [email protected].
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com, and follow Eric on Facebook @TheFinancialWizard and Twitter @YouCanDoMoney
Jul 4, 2018
29 min

This week, Eric gets down to brass tacks with some super-practical tools for tweaking our finances and get us over the hump faster.
1. Cutting expenses: https://bit.ly/2h1qUcX
2. Credit unions: MyCreditUnion.gov
**Here's a bonus just for reading the show notes! Most credit unions have a deal whereby every 7-11 ATM is fee-free to their members! Ask you credit union and find fee-free ATMs at co-opcreditunions.org
3. Rollover your old 401(k): https://nerd.me/2lJCCId
4. Compare Life Insurance polices: PolicyGenius.com
5. Make a Will: LegalZoom.com
Please share your confidential money questions, worries and triumphs with us at [email protected].
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com, and follow Eric on Facebook @TheFinancialWizard and Twitter @YouCanDoMoney
Jun 28, 2018
31 min

This week, Eric answers your questions, covering such issues as when to pay for a tax preparer, choosing vendors, recovering from financial trauma, and learning about stock investing from scratch.
"Buying Time" episode: https://anchor.fm/TheFinancialWizard/episodes/Buying-Time-e19mbl
"Buckets O' Money" episode: https://anchor.fm/TheFinancialWizard/episodes/Paying-Off-Credit-Cards--pt--1-Buckets-o-Money-e1a82s
Learn Investing app https://rubicoin.com/learn/
Please send your confidential money questions to Eric at [email protected].
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney
Jun 20, 2018
25 min

This week, Eric shows how to reduce investment risk while increasing our potential returns. He references principles going back to ancient times, and shows how to apply them. It all comes together in our retirement accounts, with a simple system that is easy to set up and maintain, and available to investors of any size.
Listen to Eric's guest appearance on the "Tell Your Story Better" podcast here: https://anchor.fm/izoldat
Please send your confidential money questions to Eric at [email protected].
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney
Jun 13, 2018
22 min

This week Eric takes us beyond the well-known risk of stock market volatility, to eight other, often overlooked, risks that can have an equally devastating impact on your financial future. He explains those risks, and how to reduce and manage each one, until you have an investment approach that makes sense for the long haul. Best of all, these strategies are available to anyone, not just millionaires.
Please send your confidential money questions to Eric at [email protected].
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney
Jun 7, 2018
36 min

This week, Eric talks about money basics for recent High School graduates, or anyone who is starting over. He discusses why college is no longer the automatic choice, and offers some basic skills to build your financial base. He ends with several cool and fun money apps to help get you started.
If you're a recent grad, or have someone in your family or friends who is graduating, have the listen to this episode!
International Baccalaureate Program www.IBO.org
Humankind https://www.behumankind.com/
GoodBudget https://goodbudget.com/
Digit https://digit.co/
SideChef https://www.sidechef.com/
Square Cash https://cash.app/
Price Per Pint http://www.priceperpint.com/
Please send your confidential money questions to Eric at [email protected].
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney
May 30, 2018
29 min

In this special episode, Eric shares his perspective on how we can honor those who sacrificed in war and peace. He tells stories from his family and challenges us to consider what it really means to "support the troops." The episode ends with a musical interlude as an opportunity for thoughtful reflection.
Please support these fine organizations:
USO https://www.uso.org/
Operation Home Front https://www.operationhomefront.org/
TAPS https://www.taps.org/
Folds of Honor https://www.foldsofhonor.org/
Please send your confidential money questions to Eric at [email protected].
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney
May 28, 2018
27 min

Eric uses the recent rise in gasoline prices to explain the rising cost of living, how it's measured, and why it's rising faster than you think. He outlines a strategy for protecting your investments, and later, your retirement income, from inflation. He ends with reflections on why this podcast exists and how to get the most out of it.
Consumer Price Index: https://www.bls.gov/cpi/
About REITs https://www.reit.com/
"Buckets o' Money" https://anchor.fm/TheFinancialWizard/episodes/Paying-Off-Credit-Cards--pt--1-Buckets-o-Money-e1a82s
"The Self-Made Creative" https://anchor.fm/selfmadecreative
"Tell Your Story Better" https://anchor.fm/izoldat
Please send your confidential money questions to Eric at [email protected].
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney
May 23, 2018
38 min

In this special episode, Eric uses the recent Royal Wedding to talk about how money can go from being a major source of marriage stress, to a productive partnership that can have an impact far beyond our own families. You'll get stories and specific insights into how to talk about money and practical tools to make money work for you and not against you.
Notes: "The Impulse Buying List" episode mentioned is at https://anchor.fm/TheFinancialWizard/episodes/The-Impulse-Buying-List-e19huu
Please send your confidential money questions to Eric at [email protected]. If we use your question, we'll protect your identity.
Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney.
May 20, 2018
28 min
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