In the latest episode of the Wealthy Behavior podcast, I spoke to Caleb Silver, Editor in Chief at Investopedia. We discussed:
We are excited to announce that James Williams Jr., CFA, from Next Level Financial, will be presenting at Baker Tilly’s DevelUP’24 conference in Chicago on April 17-18, 2024.
Event Overview: DevelUP’24 is a premier conference uniting professionals from commercial real estate, economic development, and private & public capital, with a mission to create an equitable economic development ecosystem.
Save the
In Episode 43 of the ’10X for Generation XYZ’ podcast, we delve deep into the intersection of luck, life transitions, and emotional wellness with the remarkable Caroline Brown. As an emotional wellness coach and integrative therapist, Caroline brings her rich background in forensic psychology and social work to the forefront, discussing how individuals can navigate the often-turbulent waters of midlife
Tracking your spending is important. As I explained in my book:
How do you know how much you’re spending and saving unless you keep track of it? How can you improve without a starting point? What spending categories contribute the most to your overall costs? You also need an accurate spending number to build a financial plan.
Track your
After a spouse passes away or a couple divorces, the “suddenly single” spouse may find the prospect of handling finances complicated and daunting.
The financial industry is full of phrases and terminology that can be confusing. In many cases, someone else was in charge of making the financial decisions for the family. Now is the time to change
My monthly recap of book recommendations, good shows and movies, and podcast episodes I found informative.
Books
Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall by Zeke Faux – I’m an unabashed crypto critic, which I’ve explained here and here, so it’s possible I enjoyed this due to confirmation bias. However, it’s a well-reviewed book by a
We hope you find it helpful and invite your feedback and topics you’d like to see us cover in future
Running a business involves juggling many tasks, and your accountant is one crucial player in your team. But how do you know if they’re positively impacting your bottom line? In this blog post, we’ll break down the signs that your business accountant is doing a stellar job in a way that’s easy to understand.
Clear Communication:A great accountant knows how
In the latest episode of the Wealthy Behavior podcast, Bob Weisse and I discussed:
Dive into the intricacies of scaling businesses, delegation within budget constraints, and building a balanced startup culture with Episode 42 of ’10X for Generation XYZ’. In this episode, we delve deep with Noah Koff, next-level business coach who specializes in seven and eight-figure business outcomes. Noah shares his journey from running his own record label to advising founders of today,