What Is Your Money Really For?

Informações:

Synopsis

Our goal is find out what your money is really for. We will be interviewing professioals from all stages of life to stimulate the mind and understand how your money is working for you.

Episodes

  • Money Under the Mattress or Money in the Stock Market

    21/07/2021 Duration: 14min

    Financial Advisor, Jeff Beck, and President, Cody Braun, talk through money under the mattress and money in the stock market. Learn about how people and some strategies to employ within the stock market. 

  • Benefits of Working with a Certified Divorce Financial Planner

    13/07/2021 Duration: 17min

    Jennifer Merida, CDFA®, talks through what to look for when working with a divorce financial planner and how they can help you come out ahead in divorce. Divorce impacts approximately 50% of Americans and we can help. 

  • Restricted Stock Units & Deferred Compensation

    07/07/2021 Duration: 22min

    Tyler Braun, Financial Advisor, and Cody Braun, President, go through restricted stock units and deferred compensation for high income earners. Tyler goes through the right and wrong thing to do with each strategy. Listen to learn more about how each strategy can impact your future and taxes. 

  • What does it mean to diversify?

    27/05/2021 Duration: 15min

    Jeff Beck, Financial Advisor, goes through diversification, and who knew there were so many ways to diversify! He gives some good insights on what to ask a potential financial advising firm that you would work with Very last, Jeff gives some good insight into Meme Stocks! An example of a Meme Stock is GameStop. 

  • Divorce Financial Planning with a Certified Divorce Financial Analyst

    25/05/2021 Duration: 16min

    Jennifer Merida, CDFA, with The Tranel Financial Group goes through why you would work with a CDFA and how they can help you. When going through a divorce, it's a very emotional time and decisions can be made with haste. Learn how working with a CDFA can help you come out ahead in a divorce. 

  • Investment Planning Education

    11/05/2021 Duration: 24min

    Learn about investment terminology, risk tolerance, ROTH vs Traditional IRAs.

  • Financial Planning Lessons

    04/05/2021 Duration: 19min

    Cody Braun, President, and Tyler Braun, Financial Advisor, talk through the benefits of financial planning and what might be holding you back from doing working with a financial professional to help better your future. 

  • Give, Save, Spend

    29/05/2019 Duration: 13min

    Money is a topic that crosses our minds daily. So much in our lives, we think about our money for bills/necessities, therefore we think we think once we get a paycheck, we need to spend on the monthly payments. Have you ever thought about how you spend, then save, then give whatever is left over? Cody Braun, President, goes into details on another way to think about your money and what is this money really for? 

  • Divorce is not Taboo

    23/05/2019 Duration: 15min

    Divorce cannot be desrcibed without the word finace, which is why you need a Certified Divorce Financial Analyst to help you through a situation as complex as divorce. A CDFA is a calming presense and a strong resource to help you make the best decisions for your future. 

  • Questions to Ask Your Financial Advisor

    16/05/2019 Duration: 13min

    When seeking out a Financial Adivsor that is the best fit for you, a lot people don't know which questions are "right" or appropriate. A lot of the time, when working with a financial adivsor, the final decision is the relationship and trust. Tyler Braun, Financial Advisor, will go into some questions to make sure you ask your advisor to ensure you are on a successful path! 

  • Saving Vs. Spending

    10/05/2019 Duration: 11min

    To save or to spend your hard earned money? We go through case studies talking about different situations on when you should save or spend for the future. There is a balance to enjoying a wonderful life and still building for a successful future. 

  • Taxes and Finance

    25/04/2019 Duration: 11min

    Taxes, finance, investments, OH MY! Taxes are a complex subject and Tyler Braun, Financial Advisor (NOT A CPA), talks about taxes and what the ideal outcome you would want. 

  • How Much Time Do You Have?

    04/04/2019 Duration: 20min

    What is your time horizon? This is based on your goals, retirement, social security and income. Tyler can help you stager smaller time horizon goals to help you achieve you bigger and better. We can help you establish what is truly important to you, and then we can help determine a time horizon for this goal. 

  • Purpose in Retirement

    21/03/2019 Duration: 16min

    8 Things I Wish I Knew Before Retirement is a book on the journey of retirement. In retirement, everyday is a Saturday, and what are you going to do with that day? Many people associate money -- how much money do I need to retire? Everyone will focus on money, but you don't work for 40+ years to have money and then not know what the next step in? You are more than a number, you are finding happiness and purpose in retirement. As financial advisors, we are here to help you find what truly defines your happiness, especially in retirement. The Tranel Financial Group is here to help you find your purpose in retirement. 

  • 8 Things I Wish I Knew Before I Retired - Meet the Co-Author

    14/03/2019 Duration: 12min

    Roch Tranel, CEO and Founder of The Tranel Financial Group, talks about his journey to developing 8 Things I wish I Knew Before I Retired. Roch has authored 3 books around Financial Advising, Retirement, and Investing. Roch's has a unique ability to help people retire.  

  • How much money do you need to retire?

    07/03/2019 Duration: 14min

    Do you know how much money you need to retire and stay comfortably retired? 

  • Cash is King

    27/02/2019 Duration: 15min

    We are talking about the importance of cash flow, liquid assets, and interest rates. Tyler Braun, financial advisor, talks about paychecks in retirement. 

  • Qualified Plans

    21/02/2019 Duration: 14min

    Qualified Plan Vs Non-Qualified Plan and how each plan plays into taxes. What is your money really for and how do (non)qualified plans relate to your retirement?

  • Social Security

    13/02/2019 Duration: 11min

    The very first episode of What Is Your Money Really For?! Tyler Braun, Financial Advisor, gives insight to some of the 567 ways there are to take Social Security.