أفضل بودكاسات Freedom Finance (2025)

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Ep 96 | Retirement 101: The Essential Steps to Estimate Your Retirement Budget 21:15

1d ago21:15

21:15

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In part three of the Retirement 101 series, the focus is on creating an estimated retirement budget. The episode guides listeners through important steps such as identifying recurring expenses, recognizing…

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How Much Should I Be Saving To Retire Early? 15:30

2d ago15:30

15:30

Understanding how much money you need to retire early involves examining various factors, including savings distribution, lifestyle choices, and investment strategies. By utilizing tools like the time value of money calculator, you can explore different scenarios to assess how to optimize your financial plan for retirement. • The importance of the …

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1/25/25 Freedom Through Finance with Sam DeGreen 1:37:40

4d ago1:37:40

1:37:40

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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Ep87: How Direct Primary Care is Breaking Barriers in Healthcare with Dr. Josh Umbehr - Part 2 39:40

1d ago39:40

39:40

In this episode, we continue our insightful conversation with Dr. Josh Umbehr, founder of Atlas MD, to explore how Direct Primary Care (DPC) is transforming healthcare. From building a scalable electronic medical record (EMR) system to addressing the barriers of traditional insurance, Dr. Umbehr sheds light on the innovations making healthcare more…

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Ep 95 | Proven Strategies for Financial Independence with Steve Selengut 25:26

6d ago25:26

25:26

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, Steve Selengut, a seasoned investor and income coach, shares his journey from growing up in an investment-oriented community to retiring with over $110 million under management. Steve emphasizes the importance…

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1/18/25 Freedom Through Finance with Sam DeGreen 1:35:29

8d ago1:35:29

1:35:29

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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Ep 94 | Retirement 101: Navigating Financial Fears, Debt, and Planning with Confidence 21:09

9d ago21:09

21:09

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! This episode is Part 2 of the retirement series and today we’re focusing on gaining clarity and confidence as you approach your retirement, specifically if you are five years away. I will discuss the importance of tackling hig…

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A Complete Guide To Long-Term Care 15:05

10d ago15:05

15:05

Worrying about long-term care isn't as complicated as it seems. Ari Taublieb emphasizes understanding one's personal needs, evaluating costs, and considering self-insuring over policies to create a sustainable long-term care strategy. • Understanding common misconceptions about long-term care • Analyzing average long-term care insurance costs • Dis…

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Ep 93 | Medicare Made Simple With David Kerlin 24:35

13d ago24:35

24:35

Submit your questions here! Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! Today’s guest interview is with David Kerlin, an expert on Medicare and health insurance, about his journey from a manufacturing career to becoming a trusted Medicare advisor. David shares his personal health transformation an…

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Ep86: How Direct Primary Care is Breaking Barriers in Healthcare with Dr. Josh Umbehr - Part 1 26:16

10d ago26:16

26:16

In this episode of the Finding Financial Freedom podcast, we sit down with Dr. Josh Umbehr, founder of Atlas MD and a pioneer in the field of direct primary care (DPC) , often referred to as "concierge medicine." With over 1,700 doctors nationwide on their platform, Atlas MD is revolutionizing the way healthcare is delivered, focusing on transparen…

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Ep 92 | Retirement 101: Building the Financial Foundations 22:41

16d ago22:41

22:41

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I kick off a four-part series focused on building a successful retirement plan. This episode dives into the first steps of laying a solid foundation. Key topics include tracking expenses, …

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1/11/25 Freedom Through Finance with Sam DeGreen 1:38:59

16d ago1:38:59

1:38:59

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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You Don't Need A Tax Preparer. You Need A Tax Planner. 15:42

17d ago15:42

15:42

This episode emphasizes the critical difference between tax planning and tax preparation, illustrating how strategic planning can lead to significant tax savings over a lifetime. Throughout the conversation, we explore essential insights on why relying solely on CPAs may not be enough, the importance of proactive financial coordination, and when to…

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Ep85: Financial Freedom with Land Investing: How Dr. Mamta Kumar Built 7-Figure Passive Income Streams 41:22

16d ago41:22

41:22

In this episode of Financial Freedom Podcast, join Dr. Disha Spath and guest, Dr. Mamta Kumar as they uncover how land investing can help you design a life that reflects your core values. Dr. Mamta shares her inspiring journey from medicine to real estate, the challenges she overcame, and how she’s empowering others, especially physicians, to achie…

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Ep 91 | Smart Trust & Estate Moves Before Retirement with Lauren Klein 31:47

19d ago31:47

31:47

Submit your questions here! Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I interview Lauren Klein, a trust and estates attorney, to uncover the intricacies of estate planning. My favorite part of the episode was when she shared how to take action. I think we ov…

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Here's How To Live A Retirement Without Anxiety 22:13

20d ago22:13

22:13

Navigating the complexities of retirement wealth requires a balance between prudent saving and intentional spending to enrich one’s life. We explore the fears surrounding financial security, the mental impacts of excessive frugality, and the regret people feel for not experiencing life fully as they transition into retirement. • Understanding fears…

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How Many Investment Firms Should I Split My Money Between? 21:31

20d ago21:31

21:31

This episode explores the myths surrounding diversification and the importance of understanding various risk types in investment strategies. Hosts emphasize that merely spreading investments across institutions does not equate to true diversification and discuss risks such as single stock and sector concentration. • Discussing the importance of und…

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Behind The Scenes At Root: A Deep Dive Into Our Business 23:19

20d ago23:19

23:19

We delve into the intricate hiring process at Root Financial, exploring how we select advisors to ensure a consistent and cohesive experience for clients. Emphasizing culture, philosophy, and the importance of advisor-client relationships, we highlight our commitment to developing a thriving team committed to serving clients optimally. • Discussing…

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1/4/25 Freedom Through Finance with Sam DeGreen 1:35:14

22d ago1:35:14

1:35:14

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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Ep 90 | How I Made Retirement Possible at 50 [Re-Release] 23:56

23d ago23:56

23:56

Submit your questions here! Join the Financial Freedom Accelerator and create your roadmap to financial freedom! This episode is a re-release of episode 001 My Story & How I Was Able to Retire Early at 50. In this episode, I share my personal money journey about how I was able to retire at the age of 50 and eventually became a financial coach. My j…

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7 Steps To Check Off Before Retiring Early 16:29

24d ago16:29

16:29

Exploring seven essential steps to prepare for early retirement empowers listeners to approach their golden years with confidence and clarity. From understanding financial needs to defining personal success, this episode guides you through crucial retirement planning considerations. • Evaluating how much money you truly need for retirement • Contem…

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Ep84: Mastering the Billing Side of Medicine: Avoiding Billing Pitfalls & Building a Sustainable Practice 36:15

26d ago36:15

36:15

In this episode of The Frugal Physician, Dr. Heather Signorelli shares her expertise on managing the business side of medicine. As a board-certified pathologist, physician executive, and co-founder of NatRevMD, Dr. Signorelli has helped healthcare practices boost revenue by over 25%. She discusses how to build a sustainable private practice, avoid …

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Ep 89 | How Gen X Can Reflect, Plan, and Prepare for Retirement 21:28

30d ago21:28

21:28

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I dive into the importance of reflection and forward planning. As Gen Xers edge closer to retirement, surveys highlight a widespread lack of preparedness within our generation. Together, we’ll explore how reflectin…

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How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK! 14:53

1M ago14:53

14:53

Understanding how much money you really need for retirement is essential. This episode reveals that you don't necessarily need $3 million to retire comfortably, and discusses dynamic spending and adaptable withdrawal strategies to enhance financial security and freedom. • Overview of common retirement spending misconceptions • Importance of dynamic…

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Ep83: Military Money Hacks: Doug Nordman on Early Retirement & Smart Savings 49:26

1M ago49:26

49:26

In this episode of the Financial Freedom Podcast, we welcome Doug Nordman, a retired U.S. Navy submariner, author, and financial independence advocate. Doug shares his inspiring journey to early retirement, practical tips for frugal living, and strategies for raising financially literate kids to prepare them for a life of financial stability. This …

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Ep 88 | Clear Your Space, Clear Your Mind: Holistic Decluttering with Noelle Fowler 31:08

1M ago31:08

31:08

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest is Noelle Fowler, a holistic declutter coach. She specializes in helping busy women simplify their lives by addressing the root causes of clutter. She shares her journey fro…

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You Won't Believe How This Couple Retired Early With $500k+ 14:39

1M ago14:39

14:39

Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple manage to make this dream a reality without being investment experts? In this episode, I uncover their inspiring journey, where strategic lifestyle choices played a crucial role in their financial independence. Despite some initial hesitations to rev…

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12/21/24 Freedom Through Finance with Sam DeGreen 48:00

1M ago48:00

48:00

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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Ep82: Leaning Out with Dr. Dawn Baker: Work-Life Balance, Burnout Recovery, and Success Redefined 47:38

1M ago47:38

47:38

In this inspiring episode of the Finding Financial Freedom Podcast, guest Dr. Dawn Baker—physician, writer, speaker, and coach—shares her transformative journey from relentless achievement to finding work-life balance. After facing a cancer diagnosis, Dawn redefined her career and personal priorities, aligning her work with her “freedom values.” Jo…

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Here's How To Decide When To Turn On Social Security 24:10

1M ago24:10

24:10

Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations t…

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Ep 87 | Day Trading 101: A Beginner’s Guide to Financial Growth with Erin Thompson 27:30

1M ago27:30

27:30

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest Erin Thompson, a financial freedom architect, shares her inspiring story of overcoming significant debt twice and offers insights on developing effective financial habits. E…

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How Do I Invest To Create The Most Income In Retirement? 15:55

1M ago15:55

15:55

When is the right time to make work optional? What are the real costs of retiring too early or too late? Join us as we challenge conventional retirement wisdom and unpack the delicate balance between financial security and life enjoyment. You'll gain practical insights into the pitfalls of the FIRE movement and learn how to avoid compromising healt…

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12/14/24 Freedom Through Finance with Sam DeGreen 48:01

2M ago48:01

48:01

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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Ep81: Empower Your Wallet with Prisca Benson 34:50

2M ago34:50

34:50

In this episode of Finding Financial Freedom Podcast, join Dr. Disha Spath and Prisca Benson, a nurse and money coach, as they explore the path to financial freedom and teach you ways on how to take charge of your own money. Prisca shares how she turned debt into $370K in investments, simplified budgeting, and overcame financial anxiety. Discover p…

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How Do I Know When I Can Retire Early (Not Work Forever)? 35:20

2M ago35:20

35:20

Is $7.8 million enough to retire at 57, debt-free and confident in your financial future? Many of you are thinking...OBVIOUSLY! Join us as we unpack this intriguing question, sparked by a listener's inquiry. While the numbers may suggest a straightforward answer, we dive much deeper, exploring the intangible aspects of retirement planning. At the h…

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Ep 86 | How My Client Found Spending Freedom to Support Her Financial Freedom 22:59

2M ago22:59

22:59

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share the transformative journey of a client who initially struggled with shame and guilt around her spending habits. Having successfully saved her retirement nest egg, she was struggling with the fear of outspen…

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Here's Why You Shouldn't Worry Regardless Of Who Is In Office 11:41

2M ago11:41

11:41

This episode should decrease your worries - using statistics (not opinions). Join me as we tackle common worries related to politics and retirement planning through the lens of a relatable couple's concerns. While they grapple with fears of market fluctuations and tax changes, I'll show you how to remain resilient in your financial journey. As a fi…

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12/7/24 Freedom Through Finance with Sam DeGreen 48:02

2M ago48:02

48:02

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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Ep80: From Railroad Tracks to Critical Care: Dr. Carla Rotering on Redefining Thriving, Leadership, and Financial Freedom as a Woman Physician 53:23

2M ago53:23

53:23

In this episode of Finding Financial Freedom, Dr. Disha Spath sits down with Dr. Carla Rotering, a renowned pulmonologist and leadership coach, to explore her inspiring journey as a woman physician navigating the challenges of medicine, motherhood, and financial freedom. Dr. Carla shares invaluable insights on how she overcame burnout, rebuilt her …

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How Ari & James Met - Here's How Root Was Founded 30:01

2M ago30:01

30:01

Forced out of one path, we took a leap into the unknown that birthed Root, a financial services company with a fresh vision. Join us and our special guest, James, as we recount the serendipitous meeting in a Santa Monica Starbucks that sparked a revolution in financial management. This episode promises insights into how aligning financial advice wi…

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Ep 85 | How my 90 Day Financial Freedom Accelerator Can Make Retirement Possible 14:35

2M ago14:35

14:35

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share all about my signature program, the Financial Freedom Accelerator. A 90-day coaching program designed to help you transform your retirement dreams into reality with financial confidence and purpose. I share…

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3 Easy Steps For Happiness In Retirement 10:45

2M ago10:45

10:45

Could the key to a happy retirement be more than just financial security? Discover the often-overlooked emotional and psychological dimensions of early retirement that can make all the difference. We explore surprising research findings showing a dip in life satisfaction post-retirement and reveal how it can take years to regain your pre-retirement…

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11/30/24 Freedom Through Finance with Sam DeGreen 48:03

2M ago48:03

48:03

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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Ep79: Asset Protection through LLC's and the Corporate Transparency Act 39:17

2M ago39:17

39:17

In this episode of Finding Financial Freedom, Dr. Disha Spath welcomes Ted Sutton, a licensed attorney with Corporate Direct, and Garrett Sutton, founder of Corporate Direct and the Sutton Law Center, to discuss how physicians and professionals can take control of their financial futures. From forming LLCs to avoiding tax pitfalls, Ted and Garrett …

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STOP! Consider THIS Before Doing a Roth Conversion 32:25

2M ago32:25

32:25

Too many people think a Roth conversion will fix all of their problems. Surgery can be great, but not always necessary. Our conversation takes a deep dive into the heart of retirement planning, focusing on the flexibility between spending habits and Roth conversions. Imagine a couple with varying monthly spending plans, trying to figure out how the…

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Ep 84 The Retirement Exercise That Changed My Life (And My Clients') 18:05

2M ago18:05

18:05

Submit your questions here! Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! This episode is about the importance of creating a personal ‘why’ for retirement and defining it with such clarity that you can’t help but focus on making it become a reality. The episode shares personal experiences of setting reti…

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8 Tax Strategies To Consider Before Year-End 23:06

2M ago23:06

23:06

Tax Strategies Before Year-End -> Consider These 8! Text us your thoughts on the show! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializ…

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11/23/24 Freedom Through Finance with Sam DeGreen 48:03

2M ago48:03

48:03

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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Ep78: Buying, Running, and Selling Businesses with David Barnett 51:27

2M ago51:27

51:27

In this episode of Finding Financial Freedom, author and entrepreneur David Barnett navigates the ins and outs of buying, running, and selling small to medium sized businesses. With years of hands-on experience, David offers insights designed to explain the complexities of entrepreneurship, empowering listeners to approach each stage of business ow…

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11/16/24 Freedom Through Finance with Sam DeGreen 48:03

2M ago48:03

48:03

Investment Advisor, Sam DeGreen, hosts weekly radio show, "Freedom Through Finance," broadcasting Saturdays 6-7pm on News Talk 550 KFYI. If you would like to hear more, visit our website at DeGreenPrivateWealth.com or give us a call (480) 771-7000. The opinions expressed in this program are for general informational purposes only and are not intend…

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