People spend their whole lives saving for their retirement, most of which will be in your 401(k). Did you know you could be losing out? Don't waste time and money without knowing the best way to save! Learn the 3 main areas in your 401(k) you could be losing out. 

People spend their whole lives saving for their retirement, most of which will be in your 401(k). Did you know you could be losing out? Don't waste time and money without knowing the best way to save! Learn the 3 main areas in your 401(k) you could be losing out.

Are you Losing Money: 401(k)

We are continuing our mini series on the 5 areas people lose money unknowingly and unnecessarily. This week we focus on Education. Don't pay more money for education if you don't have to. Whether you are paying for private school, undergrad, graduate, or your student loans, understanding how money works will help you keep YOUR money in YOUR pocket! 

We are continuing our mini series on the 5 areas people lose money unknowingly and unnecessarily. This week we focus on Education. Don't pay more money for education if you don't have to. Whether you are paying for private school, undergrad, graduate, or your student loans, understanding how money works will help you keep YOUR money in YOUR pocket!

Are You Losing Money: Education

We are continuing our mini series on the 5 areas people lose money unknowingly and unnecessarily. This week we focus on TAXES. Understanding how taxes work and the best ways to plan for what is to come, will stop you from giving more money to the government. YOU DON'T HAVE TO LOSE MONEY TO TAXES!

We are continuing our mini series on the 5 areas people lose money unknowingly and unnecessarily. This week we focus on TAXES. Understanding how taxes work and the best ways to plan for what is to come, will stop you from giving more money to the government. YOU DON'T HAVE TO LOSE MONEY TO TAXES!

Are You Losing Money: Taxes

In this episode we are kicking off a mini series addressing the Top 5 areas where people are LOSING MONEY UNKNOWINGLY AND UNNECESSARILY! Listen to today's episode all about mortgages and home buying (area 1) and find out if your losing money or making money. 

In this episode we are kicking off a mini series addressing the Top 5 areas where people are LOSING MONEY UNKNOWINGLY AND UNNECESSARILY! Listen to today's episode all about mortgages and home buying (area 1) and find out if your losing money or making money.

Are You Losing Money?

This week's episode is all around what a comprehensive financial plan is. I get a lot of questions about the difference between what I do for Refined and what I do for Crystal Clear Finances. This episode is a radio episode I did for Crystal Clear Finances so you can see the difference for each service. 

This week's episode is all around what a comprehensive financial plan is. I get a lot of questions about the difference between what I do for Refined and what I do for Crystal Clear Finances. This episode is a radio episode I did for Crystal Clear Finances so you can see the difference for each service.

What is a Comprehensive Financial Plan?

Alex Fasulo

In this episode we are talking with the Freelance Fairy herself. Alex Fasulo, is the 28 year old Fiver Millionaire! We talk about what it takes to make the money moves, how to freelance, and what were some of her challenges. Check her out on TikTok, Facebook, and Instagram for her own classes and coaching. 

In this episode we are talking with the Freelance Fairy herself. Alex Fasulo, is the 28 year old Fiver Millionaire! We talk about what it takes to make the money moves, how to freelance, and what were some of her challenges. Check her out on TikTok, Facebook, and Instagram for her own classes and coaching.

Making Money Moves with Alex Fasulo

Season Two is here! In our season premier with are talking with fellow financial planner Zechariah Schaefer about a hot button topic right now...Cryptos. What are they? How do they work? Are they worth it? Listen in to find out more about crypto currency and what two financial planners have to say about them. 

Season Two is here! In our season premier with are talking with fellow financial planner Zechariah Schaefer about a hot button topic right now...Cryptos.  What are they? How do they work? Are they worth it?  Listen in to find out more about crypto currency and what two financial planners have to say about them.

We're Talking CRYPTOS

Denisha Forch

Money and stress too often go hand in hand. People think that there is no way to control how we feel about it, but there is! Today we are talking to Denisha Forch, mental health professional based out of Sacramento, California. Denisha meets with countless individuals and has her own private practice, The Freedom Stance.  We dive into steps people can take to help lower their stress levels and build solid mental health especially when it comes to money. 

Money and stress too often go hand in hand. People think that there is no way to control how we feel about it, but there is! Today we are talking to Denisha Forch, mental health professional based out of Sacramento, California. Denisha meets with countless individuals and has her own private practice, The Freedom Stance.  We dive into steps people can take to help lower their stress levels and build solid mental health especially when it comes to money.

Money & STRESS with Denisha Forch

Crystal Langdon, founder and CEO of Crystal Clear Finances, asked if I would join her on her weekly radio broadcast to talk about what these challenging financial times has really revealed to all of us. Today's episode is that radio broadcast. Crystal Clear Finances is our strategic partner bringing comprehensive financial planning to individuals ready to take the next step after the Refined Financial coaching program. 

Crystal Langdon, founder and CEO of Crystal Clear Finances, asked if I would join her on her weekly radio broadcast to talk about what these challenging financial times has really revealed to all of us. Today's episode is that radio broadcast. Crystal Clear Finances is our strategic partner bringing comprehensive financial planning to individuals ready to take the next step after the Refined Financial coaching program.

The "Big Reveal"

Paying off student loans seems like a task that will take a lifetime, but most people don't even know ALL the options they have when it comes to paying them. Today we are talking about 7 different options you have, if you have federal student loans. 

Paying off student loans seems like a task that will take a lifetime, but most people don't even know ALL the options they have when it comes to paying them. Today we are talking about 7 different options you have, if you have federal student loans.

STUDENT LOANS 

Official podcast of Refined Financial LLC#getamoneycoach

This podcast has been refreshingly insightful! I’m in my mid-twenties, and I’m realizing how important financial education is! This podcast has provided me with clear-cut information and teaching in regards to all things personal finance. I get excited every time a new episode comes out because I learn something new listening to each that is applicable to my life! Love the different guests as well!

So helpful!

I’m excited to find this podcast. I think the quality you bring to the table will be like ripples of water going out to the communities you serve.
Thank you for creating this financial education podcast.

Looking forward to your Podcast

Refined Financial

Emily Eshleman

Ever wonder how to bring up money in your relationship? It's hard for some, and so most will avoid it! Today we are taking a look at how couples view their finances. While attending the annual Kingdom Advisors conference in February 2020 I was able to meet up with fellow advisor Emily Eshleman of HSC Wealth Advisors. Personal finance can be very vulnerable and sometimes hard to bring up with your significant other. Emily helps new couples walk through what it is like to have those conversations all while being open and honest about our wallets.

Ever wonder how to bring up money in your relationship? It's hard for some, and so most will avoid it! Today we are taking a look at how couples view their finances. While attending the annual Kingdom Advisors conference in February 2020 I was able to meet up with fellow advisor Emily Eshleman of HSC Wealth Advisors. Personal finance can be very vulnerable and sometimes hard to bring up with your significant other. Emily helps new couples walk through what it is like to have those conversations all while being open and honest about our wallets.

Couple's Finance with Emily Eshleman

Justin Rucci

Investing can be intimidating. People often do not know where to start. Today we are taking a looking at investments 101 with investment planning specialist Justin Rucci of Warren Street Advisors.

Investing can be intimidating. People often do not know where to start. Today we are taking a looking at investments 101 with investment planning specialist Justin Rucci of Warren Street Advisors.

Investments 101 with Justin Rucci

Today we are talking with George Langdon V, or "Five" as we say in office, from Crystal Clear Finances about the importance of life insurance. Most people know what happens to life insurance when you pass away, but what about while you're living. Many people do not understand the "living benefits" that life insurance has to offer. 

Today we are talking with George Langdon V, or "Five" as we say in office, from Crystal Clear Finances about the importance of life insurance. Most people know what happens to life insurance when you pass away, but what about while you're living. Many people do not understand the "living benefits" that life insurance has to offer.

Life Insurance - Do I really need it? 

In this week's episode we are talking with Crystal Langdon of Crystal Clear Finances, and dive into what she has seen in her over 20 years experience, of how people think about money. Are you a Spender, Saver, or Wealth Creator? 

In this week's episode we are talking with Crystal Langdon of Crystal Clear Finances, and dive into what she has seen in her over 20 years experience, of how people think about money.  Are you a Spender, Saver, or Wealth Creator?

Spender, Saver or Wealth Creator...which one are you?

An introduction to a new form of financial planning. Learn how you can accomplish your financial goals through education on the "mystery" that is personal finance. 

An introduction to a new form of financial planning. Learn how you can accomplish your financial goals through education on the "mystery" that is personal finance.

What is Refined Financial?

The best podcast episodes on physical health. Episodes talk about your diet, sleep, exercise and all the things that people do to improve their physical health and live a healthier life. This topic is for everyone, with applications in all of our everyday lives. Add episodes you're interested into your queue below!

Best Episodes on Physical Health & Your Body

What is this?
1 quote, 3 ideas & 1 question from a carefully curated podcast episode.
Every Monday & Wednesday.

Want a 3rd insight and episode every week? Email me at curation@owltail.com.