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THE FINANCIAL WELLNESS PODCAST

Business & Economics Podcasts

The Financial Wellness Podcast (TFWP) is designed to give listeners the tools they need for financial success every week. The host, David R. Hagen, was a bankruptcy attorney for more than 30 years and helped thousands of people with their financial challenges. TFWP is designed to deliver to you the roadmap to financial success. Listen in this week to hear what Dave has to say about achieving financial wellness

The Financial Wellness Podcast (TFWP) is designed to give listeners the tools they need for financial success every week. The host, David R. Hagen, was a bankruptcy attorney for more than 30 years and helped thousands of people with their financial challenges. TFWP is designed to deliver to you the roadmap to financial success. Listen in this week to hear what Dave has to say about achieving financial wellness

Location:

United States

Description:

The Financial Wellness Podcast (TFWP) is designed to give listeners the tools they need for financial success every week. The host, David R. Hagen, was a bankruptcy attorney for more than 30 years and helped thousands of people with their financial challenges. TFWP is designed to deliver to you the roadmap to financial success. Listen in this week to hear what Dave has to say about achieving financial wellness

Language:

English


Episodes

Episode 430 - A Side Hustle Reprise

9/20/2021
Over 3 years ago, Dave and the guys discussed an emerging concept called a "side hustle". That is, a side gig to generate extra income. Dave really liked the concept as an element leading to financial wellness. This concept, and the term, has now gone mainstream with it being talked about in websites (sidehusl.com) and even a column in the Los Angeles Times. As a result, our original episode is deserving of another listen!

Duration:01:10:12

Episode 429 - Career tips for working at home

9/13/2021
Working from home can be great, but it is easy to get lost, or become invisible, at the home office. Dave discusses ways to stay visible at work and enhance your career path.

Duration:00:16:58

Episode 428 - Why Charity Is So Important

9/7/2021
After four year of discussing methods to save and invest money, Dave talks about why giving some it away is so important. He believes that philanthropy is the capstone to your financial wellness planning. Giving enriches the lives of others, but your as well. How can this be true? Listen in as Dave lays this all out. Dave and Nic discuss the why, but also the how, to make other lives, and yours, richer through the effective use of a giving plan.

Duration:00:28:00

Episode # 427 - Creating an Education Fund

8/30/2021
This week, Dave talks about why, how, and when to set up an educational fund; not only for your kids, but for you as well. It only takes some "intentional thinking" and a bit if effort to cover this base for the future of you and your kids.

Duration:00:36:11

Episode #426 - Should You Buy or Rent?

8/23/2021
Dave talks about the first of three additional things to consider on the road to Financial Wellness - Housing! Should you rent or buy? What are some things everyone should consider. Is it cheaper to rent or buy a home? Dave unmasks many of the myths and makes it much easier for each listener to make the decision tatt is right for them.

Duration:00:30:32

Episode 425 - Three things to consider

7/26/2021
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.

Duration:00:19:38

Episode 424 - Best of… Fake IRS Calls

7/19/2021
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 each day, for a month.

Duration:00:31:13

Episode 423 - More Side Money

7/12/2021
"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, unused stuff and side income gigs. He also checks out a new website, Sidehusl.com by Kathy Kristoff, which is a "one stop" location for all things side hustle and more monthly...

Duration:00:27:19

Episode 422 - The Great Resignation

6/28/2021
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.

Duration:00:28:12

Episode 421 - What it takes to be financially independent

6/14/2021
Dave revisits the concept of "Financial Independence" and some simple ways to get there as part of your path to financial wellness. The guys also discuss yet another email about student loans and some very interesting comments from a listener.

Duration:00:19:02

Episode 420 - Are You Proceeding Accordingly to Plan?

6/7/2021
In this mid year episode, Dave asks listeners if they have met about half of their stated financial goals for the year. He also discusses some of his distractions from his goals this past 6 months. Finally, Dave and Brian discuss a mostly misguided email about student loans.

Duration:00:30:42

Episode 419 - Tips for Starting a Business, Part II

5/24/2021
In this second installment of a two part episode, Dave discusses 13 things you should consider when starting a business. These are tips based upon 30+ years of experience and you probably won't find them in any school textbook!

Duration:00:24:19

Episode 418 - Tips for Starting a Business, Part I

5/17/2021
In this first installment of a two part episode, Dave discusses 13 things you should consider when starting a business. These are tips based upon 30+ years of experience and you probably won't find them in any school textbook!

Duration:00:20:43

EPISODE 417 - The 5 Biggest Mistakes New Investors Make

5/10/2021
Are you relatively new investor? A recent study showed that 15% of all new investors started just since 2020. With the influx of new investors, especially those riding the Crypto currency wave, what mistakes are these new investors likely to make? What mistakes are you likely to make and want to avoid? Dave will talk about what financial professionals see as the biggest mistakes new investors make and also offer a few additional insights of his own, especially those that fit in to your...

Duration:00:26:17

Episode 416 - Following up with our Millennial's Journey Through Coronavirus

5/3/2021
About a year ago, in Episode 312, Dave spoke with Amanda, a millennial, who was working her way through the Coronavirus pandemic. Fortunately, she was given some personal finance materials and had started down the path of financial wellness a few months before the pandemic hit. She calculated that she could survive financially for another 6 months. Now, a year later, Dave circles back to see how she is doing. Did Amanda make it?

Duration:01:01:49

Episode 415 - The Final Coronavirus Episode

4/26/2021
As we have multiple vaccines and it looks like we are getting back to "normal", this will be the final coronavirus episode. Listen in as we discuss what has happened since the coronavirus created a hindrance in our lives and even some opportunities for some people.

Duration:00:20:23

Episode 414 - Time To Rethink Emergency Fund Amidst COVID-19

4/19/2021
Hey to all you listeners! As you may know, we at TFWP are HUGE proponents for having an emergency fund, especially with what has happened with COVID from 2020-2021. What's an emergency fund, you ask? It's a money reserve - typically up to 6 months - that you have in case of an emergency (i.e., you're laid off or starting a new job, or COVID). We again discuss having an emergency fund in this episode, and hope all our listeners implement one into their personal lifestyle if they do not have...

Duration:00:15:34

Episode 413 - Student Loans Not Worth It?

4/12/2021
Brian Reed is back from vacation and now Nick is on vacation! What's going on?! Anyway, in this episode, Brian and Dave discuss a recent survey on student loans. The survey explains how the Millenials are the "Student Loan Generation," and how the respondents are in loans for over $20,000, and 32% of those who have taken the loans have paid them off! That's exciting, except that means the majority have not paid them off. Listen in to the scariest part about how many loan takers say it is not...

Duration:00:36:59

Episode 412 - The Richest People in America

3/29/2021
18 months ago, we discussed who were the richest people in America. Now, we take a 2020 poll of the richest people in America - adjusted for inflation - who have EVER lived. Let's see how many people you can name!

Duration:00:29:59

Episode 411 - Intelligence According to Steve Jobs

3/22/2021
How do you view the world. Perhaps it's different than two of the smartest people that have walked this earth, Steve Jobs and Jeff Bezos. Listen in to Dave and Nick discuss how intelligence is gained by these very, very successful people. After, Dave takes an email.

Duration:00:24:19