Parhaat Money With Jerry Podcastit (2024)

1
[Classic Rewind] Sandwich Conversations, Part of Taking Care of the Whole Family Forever 7:27

3M ago7:27

7:27

This is a Classic Rewind. On today’s Money Talk with Yu, Doug and Jerry discuss: The sandwich – what do we mean by that? The fact that there is more to prepare for the future other than for college and retirement…what else is there? Keeping documents up to date. What documents are we referring to? What programs can help you keep your plans in place…

1
[Classic Rewind] Looking at Family Finances Across Time 9:45

3M ago9:45

9:45

This is a Classic Rewind episode. On today’s Money Talk with Yu, Jerry discusses Which choice is better, a Mercedes or a Jet? Why? As it relates to investing, why does time make a difference? What is the difference as it pertains to investing in short, medium, and long-term legacy, and why do they actually matter? What risks do people take when thi…

1
[Classic Rewind] What to Do with Your 401K 11:45

3M ago11:45

11:45

This is a Classic Rewind episode. On today’s Money Talk with Yu, Jerry discusses: Understanding the intricacies of 401k plans and the significance of company matching contributions The benefits of maximizing 401k contributions and how the employer matching process works, alongside the vesting period Dispelling common myths about 401(k)s that may af…

1
[Classic Rewind] It Does More Than You Think 8:50

3M ago8:50

8:50

This is a Classic Rewind Episode. On today’s Money Talk with Yu, Doug and Jerry discuss: What types of insurance are available and what should one choose? Life insurance can be seen as a legacy builder. But why is it more than that? Can you share how you would help someone determine the best type of insurance for them? Life insurance is more like a…

1
[Classic Rewind] How to Pay for College without Ruining Your Kids 11:20

3M ago11:20

11:20

This is a classic rewind episode. On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: Define “ruining” as it relates to paying for college? What are the limitations to the 529 plans out here…start with what a 529 is, please. Can you talk about the Chinese versus American grandpa solutions for college? Purchase life insurance versus p…

1
[Classic Rewind] Save More with Proactive Tax Planning: Insights from Jeff Hockett 21:03

4M ago21:03

21:03

Do you want to maximize your tax savings? Are you looking for a solution to efficiently plan and save on your taxes? Well, I have just the answer for you. Join me as my guest, Jeff Hockett, shares proactive tax planning strategies that will help you achieve optimal tax savings. By implementing these strategies, you can ensure efficient tax planning…

1
[Classic Rewind] Go to the Money Doctor 9:25

4M ago9:25

9:25

This is a classic rewind episode. On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● With the wisdom from the first 8 chapters can you please define what a Family Money Doctor is again? ● Why do you feel it is important to have a family money doctor? ● What components are needed to maintain good money health? ● The right “medicine…

1
[Classic Rewind] Jamie Lima: Turning Divorce Trauma into Financial Freedom 19:34

4M ago19:34

19:34

Join Jamie Lima as he shares his personal journey through financial challenges in divorce, offering insights on how to make better financial decisions during this difficult time. But when faced with the complexities of after-tax asset valuations, will Jamie be able to guide his clients to fair settlements, or will they be left in financial turmoil?…

1
Episode #100: What Should I Do With My Old 401k? 13:21

4M ago13:21

13:21

This podcast is the second in the series called the Royer/Kennedy Tapes where Nick Royer and Emmy Award Winning TV News Anchor Erin Kennedy will explore everything financial and everything retirement. In this episode, they discuss what you should do with your old 401k. 41% of people, from 2014-2016, cashed out at least part of their 401k when leavi…

1
[Classic Rewind] Future-Proofing Your Wealth: Expert Tips from Kerry Lutz 8:33

4M ago8:33

8:33

Discover the secrets to protecting and preserving your wealth as host Jerry Yu interviews Kerry Lutz, founder of the Financial Survival Network. With insights from renowned financial experts, learn how to navigate the tumultuous financial landscape, but be prepared for a shocking twist that leaves you questioning everything you thought you knew. Ab…

1
[Classic Rewind] Rylee Meek: Seamlessly Merging Faith and Business 18:19

5M ago18:19

18:19

In a world where business and faith often seem at odds, one entrepreneur's journey takes an unexpected turn. Rylee Meek's path to success reveals a powerful truth about the fusion of passion and profit. But as he discovered, financial success alone did not lead to fulfillment. What pivotal moment led Rylee to shape a new approach, one that seamless…

1
[Classic Rewind] Holly Donaldson: Navigating Retirement's Crosswalks: Securing Your Financial Future 18:01

5M ago18:01

18:01

Do you want to make more rational money decisions and achieve peace of mind as you approach retirement? I'll be sharing a solution to help you secure your financial future and feel confident about your retirement plans. About Holly Donaldson: Holly Donaldson, a former private banker with 21 years in the banking industry, is now a Certified Financia…

1
Episode #99: Can I Retire Early? 11:58

5M ago11:58

11:58

This podcast is the first in the series called the Royer/Kennedy Tapes where Nick Royer and Emmy Award Winning TV News Anchor Erin Kennedy will explore everything financial and everything retirement. In this episode, they explore the ins and outs of early retirement planning, answering the pivotal question: "Can I Retire Early?" With advanced tips …

1
[Classic Rewind] Jared Tanimoto: Serving the Underserved: How I Built My Fee-Only Advisory Firm from Scratch 10:57

5M ago10:57

10:57

Discover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and tur…

1
[Classic Rewind] Nycole Freer: How I Turned $500 Into a Thriving Financial Firm 17:14

5M ago17:14

17:14

Have you heard these financial myths? 1) You need a lot of money to start investing. 2) Financial advisors only work with the wealthy. 3) It's too late to build wealth if you're not already wealthy. I'll share the truth that will change your financial game, but first, let's break these myths down. About Nycole Freer: Serving young entrepreneurs, fa…

1
[Classic Rewind] Master Your Finances for Business Success: Tips from Ryan Kimler, CFO 24:45

6M ago24:45

24:45

In the world of finance, one man dared to challenge the status quo and bridge the gap between accountants and small business owners. Ryan Kimler, a seasoned finance expert, discovered the untapped potential hiding within financial reports. Little did he know, his journey would take an unexpected turn. Join us as we uncover the twist that changed th…

1
[Classic Rewind] Jedidiah Collins: Unlocking Financial Fortitude: An Odyssey from NFL to Money Mastery 29:27

6M ago29:27

29:27

Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu In the midst of success, a startling truth emerged. Jedidiah Collins, a former NFL player, found himself facing a daunting reality as he transitioned from the gridiron to the realm of financial literacy. His journey of self-discovery unveils a crucial twist that will leave …

1
[Classic Rewind] The Generosity Factor: How Aligning Values Leads to Financial Success with Jeff Thomas 20:21

6M ago20:21

20:21

Does this sound familiar? You've been told that the key to success in your wealth management career is solely focusing on financial goals, but you still feel unfulfilled and unsatisfied. The pain of working tirelessly, yet not achieving the level of success and fulfillment you desire, is weighing you down. It's time to break free from this ineffect…

1
[Classic Rewind] Adam Koos: How I Built a $100M AUM Firm on Trend-Following Portfolios 15:55

6M ago15:55

15:55

Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time! About Adam Koos: Adam…

1
[Classic Rewind] Emma Hall: Securing Your Future With Holistic Financial Planning 17:34

6M ago17:34

17:34

Are you tired of hearing the same old myths about financial planning? Have you ever been told that saving money is enough to secure your future? Or that investing is only for the wealthy? Or perhaps you've been led to believe financial planning is complicated and time-consuming. In this episode, our guest Emma Hall will debunk these myths and revea…

1
[Classic Rewind] Mastering Consistent Financial Strategies for Long-Term Success with John Browning 18:42

7M ago18:42

18:42

This is a classic rewind episode with John Browning. In the world of finance, consistency is key. Join us as industry veteran John Browning reveals the importance of consistent financial strategies for long-term success. But what happens when the unexpected occurs and the foundation begins to crumble? Find out in this gripping trailer that will lea…

1
[Classic Rewind] Peter Lazaroff: The Psychology Behind Debt: Tips for an Individualized Payoff Plan 19:18

7M ago19:18

19:18

This is a classic rewind episode with Peter Lazaroff. If you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no…

1
[Classic Rewind] Lawrence Sprung: What Does Joy Have to Do with Financial Planning? 17:52

7M ago17:52

17:52

This is a classic rewind of the episode with Lawrence Sprung. Join financial guru Lawrence Sprung as he challenges the money mindset, aiming to infuse joy into financial planning while confronting the conflict between present enjoyment and future goals. About Lawrence Sprung: Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitli…

1
Aaron Marcum: Achieving Professional Success and Personal Fulfillment 17:29

8M ago17:29

17:29

Discover the surprising connection between personal well-being and financial success for entrepreneurs with this unexpected twist. You won't believe how Aaron Marcum's journey from financial success to true thriving will transform your approach to entrepreneurship. And the key to unlocking this transformation lies in a powerful framework rooted in …

1
Emma Hall: Unlocking Global Wealth and International Tax Planning 22:06

8M ago22:06

22:06

Do you want to help your international clients achieve enhanced outcomes through personalized international tax planning? I've got the solution to help you do just that. Let's dive in and make your clients' financial planning truly personalized across borders. About Emma Hall: Emma Hall is a Chartered Financial Planner and Fellow of the Personal Fi…

1
Adam Koos: How I Built a $100M AUM Firm on Trend-Following Portfolios 15:41

8M ago15:41

15:41

Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time! About Adam Koos: Adam D. Koós, President and Senior Financial Adviser, is rooted in a rich blend …

1
Nycole Freer: How I Turned $500 Into a Thriving Financial Firm 17:00

8M ago17:00

17:00

Have you heard these financial myths? 1) You need a lot of money to start investing. 2) Financial advisors only work with the wealthy. 3) It's too late to build wealth if you're not already wealthy. I'll share the truth that will change your financial game, but first, let's break these myths down. About Nycole Freer: Serving young entrepreneurs, fa…

1
Holly Donaldson: Navigating Retirement's Crosswalks: Securing Your Financial Future 17:47

9M ago17:47

17:47

Do you want to make more rational money decisions and achieve peace of mind as you approach retirement? I'll be sharing a solution to help you secure your financial future and feel confident about your retirement plans. About Holly Donaldson: Holly Donaldson, a former private banker with 21 years in the banking industry, is now a Certified Financia…

1
Jared Tanimoto: Serving the Underserved: How I Built My Fee-Only Advisory Firm from Scratch 10:43

9M ago10:43

10:43

Discover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and tur…

1
Liz Frazier Peck: Teaching Kids Money Basics Beyond Piggy Banks 18:06

9M ago18:06

18:06

Do you want to improve your financial habits and increase your financial knowledge? Join me as I share the solution to achieving greater financial literacy and improved money management skills. Gain a better understanding of how to handle finances and make informed financial decisions. Let's work together to build a financially savvy society. About…

1
Jamie Lima: Turning Divorce Trauma into Financial Freedom 19:20

9M ago19:20

19:20

Join Jamie Lima as he shares his personal journey through financial challenges in divorce, offering insights on how to make better financial decisions during this difficult time. But when faced with the complexities of after-tax asset valuations, will Jamie be able to guide his clients to fair settlements, or will they be left in financial turmoil?…

1
Peter Lazaroff: The Psychology Behind Debt: Tips for an Individualized Payoff Plan 19:04

10M ago19:04

19:04

If you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no control over your business finances and are constantl…

1
Jedidiah Collins: Unlocking Financial Fortitude: An Odyssey from NFL to Money Mastery 29:13

10M ago29:13

29:13

In the midst of success, a startling truth emerged. Jedidiah Collins, a former NFL player, found himself facing a daunting reality as he transitioned from the gridiron to the realm of financial literacy. His journey of self-discovery unveils a crucial twist that will leave you reeling. Curious to know how this unexpected twist reshaped his journey …

1
Jamie Hopkins: Preparing the Next Generation: Essential Tips for Aspiring Financial Advisors 19:59

10M ago19:59

19:59

Join renowned financial advisor Jamie Hopkins as he challenges the status quo, aiming to make financial advice accessible to all, despite facing industry barriers and skepticism. About Jamie Hopkins: Jamie P. Hopkins is the SVP and Director of Private Wealth Management. He has extensive wealth management experience. In his role, Jamie leads and gro…

1
Lawrence Sprung: What Does Joy Have to Do with Financial Planning? 17:38

10M ago17:38

17:38

Join financial guru Lawrence Sprung as he challenges the money mindset, aiming to infuse joy into financial planning while confronting the conflict between present enjoyment and future goals. About Lawrence Sprung: Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc., the author of the Amazon Bestselling book “…

1
Kyle Smith: Mastering Unit-Level Profitability 12:45

10M ago12:45

12:45

Does this sound familiar? You're a small or medium-sized business owner, struggling to find a balance between work and personal life while also trying to maximize your profits. You may have been told to work longer hours or sacrifice personal time for the sake of your business, only to find that it's taking a toll on your well-being and not yieldin…

1
Rylee Meek: Seamlessly Merging Faith and Business 18:06

11M ago18:06

18:06

In a world where business and faith often seem at odds, one entrepreneur's journey takes an unexpected turn. Rylee Meek's path to success reveals a powerful truth about the fusion of passion and profit. But as he discovered, financial success alone did not lead to fulfillment. What pivotal moment led Rylee to shape a new approach, one that seamless…

1
Emma Hall: Securing Your Future With Holistic Financial Planning 17:21

11M ago17:21

17:21

Are you tired of hearing the same old myths about financial planning? Have you ever been told that saving money is enough to secure your future? Or that investing is only for the wealthy? Or perhaps you've been led to believe financial planning is complicated and time-consuming. In this episode, our guest Emma Hall will debunk these myths and revea…

1
Future-Proofing Your Wealth: Expert Tips from Kerry Lutz 8:19

11M ago8:19

8:19

Discover the secrets to protecting and preserving your wealth as host Jerry Yu interviews Kerry Lutz, founder of the Financial Survival Network. With insights from renowned financial experts, learn how to navigate the tumultuous financial landscape, but be prepared for a shocking twist that leaves you questioning everything you thought you knew. Ab…

1
Save More with Proactive Tax Planning: Insights from Jeff Hockett 20:49

12M ago20:49

20:49

Do you want to maximize your tax savings? Are you looking for a solution to efficiently plan and save on your taxes? Well, I have just the answer for you. Join me as my guest, Jeff Hockett, shares proactive tax planning strategies that will help you achieve optimal tax savings. By implementing these strategies, you can ensure efficient tax planning…

1
The Generosity Factor: How Aligning Values Leads to Financial Success with Jeff Thomas 20:07

12M ago20:07

20:07

Does this sound familiar? You've been told that the key to success in your wealth management career is solely focusing on financial goals, but you still feel unfulfilled and unsatisfied. The pain of working tirelessly, yet not achieving the level of success and fulfillment you desire, is weighing you down. It's time to break free from this ineffect…

1
Master Your Finances for Business Success: Tips from Ryan Kimler, CFO 24:32

12M ago24:32

24:32

In the world of finance, one man dared to challenge the status quo and bridge the gap between accountants and small business owners. Ryan Kimler, a seasoned finance expert, discovered the untapped potential hiding within financial reports. Little did he know, his journey would take an unexpected turn. Join us as we uncover the twist that changed th…

1
Revolutionize Your Finances: John Ensley's Proven Techniques for Personalized Financial Planning 14:24

1y ago14:24

14:24

Have you ever heard these financial planning myths? Myth #1: Financial planning is only for the wealthy. Myth #2: Financial planning is a one-time activity. Myth #3: Financial planning is too complicated and time-consuming. In this episode, we have invited John Ensley, a financial planning expert, to debunk these myths and share the truth about per…

1
Mastering Consistent Financial Strategies for Long-Term Success with John Browning 18:28

1y ago18:28

18:28

In the world of finance, consistency is key. Join us as industry veteran John Browning reveals the importance of consistent financial strategies for long-term success. But what happens when the unexpected occurs and the foundation begins to crumble? Find out in this gripping trailer that will leave you on the edge of your seat, craving answers to a…

1
Go to the Money Doctor 9:11

1+ y ago9:11

9:11

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● With the wisdom from the first 8 chapters can you please define what a Family Money Doctor is again? ● Why do you feel it is important to have a family money doctor? ● What components are needed to maintain good money health? ● The right “medicine” is essential to help you get to …

1
Sandwich Conversations, Part of taking care of the whole family forever 7:13

1+ y ago7:13

7:13

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● Tell me about the sandwich – what do you mean by that? ● You talk about the fact that there is more to prepare for the future other than for college and retirement…what else is there Jerry? ● You mention in this chapter of the need to keep documents up to date. What documents are …

1
How to Pay for College without Ruining Your Kids 11:06

1+ y ago11:06

11:06

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● Define “ruining” as it relates to paying for college? ● What are the limitations to the 529 plans out here…start with what a 529 is please. ● Can you talk about the Chinese versus American grandpa solutions for college? ● Purchase life insurance versus putting money in a 529…what …

1
What to Do with Your 401K 11:31

1+ y ago11:31

11:31

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● Share some wisdom as it relates to 401K if someone is not familiar? ● As it relates to 401K why should someone look at other vehicles as well. Is there a downside to 401ks? ● Can you share some alternatives to 401K plans? Contact Jerry: Website: www.reignfinancialservices.us Linke…

1
Lock In Your Retirement 11:44

1+ y ago11:44

11:44

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● Jerry, how does one “lock in retirement?” ● You share some valuable information about annuities in this chapter. Can you explain? ● Bottom line, how can someone focused on retirement afford these types of tools? ● What types of insurance are available and what should one choose? C…

1
Life Insurance, it does more than you think 8:36

1+ y ago8:36

8:36

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ● What types of insurance are available and what should one choose? ● Life insurance can be seen as a legacy builder. But why is it more than that? ● Can you share how you would help someone determine the best type of insurance for them? ● You say that life insurance is more like a …

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