Making Your Money Matter

Making Your Money Matter

By Coastal Wealth Planners
Making Your Money matter explores the journey to discovering what personal values you’d like to see your money serve. Weekly we discuss real life financial planning needs and considerations with your host Kyle Hart, the Founder and Lead Financial Planner of Coastal Wealth Planners.
Where to listen
Apple Podcasts Logo
Breaker Logo
Google Podcasts Logo
Overcast Logo
Pocket Casts Logo
RadioPublic Logo
Spotify Logo
Stitcher Logo
Currently playing episode

Episode 11: The 5 Bad Habits That Kill Your Ability to Become Wealthy

Making Your Money Matter

Episode 11: The 5 Bad Habits That Kill Your Ability to Become Wealthy

Making Your Money Matter

Go to next audioGo to next audio
Go to prev audioGo to prev audio
1x
Retirement and College Savings Considerations
On today's episode of Making Your Money Matter we are excited to discuss retirement and college savings considerations. We will also talk about how you can save or invest towards paying for college. As always, send any episode questions or suggestions to info@coastal-wp.com, feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone
32:26
February 3, 2020
Retirement Savings Tax Hacks & Small Business Retirement Vehicles
On today's episode of Making Your Money Matter we are excited to welcome our guest Joshua Zirilli CPA (https://joshua-zirilli-cpa.business.site/) to discuss tax hacks you can use around retirement savings. We will also talk about how this applies to small business owners and the options that you have as a small business or solo entrepreneur. Click here for the related blog post. Josh can be contacted directly at (609)467-4111 or joshuazirillicpa@gmail.com .  As always, send any episode questions or suggestions to info@coastal-wp.com, feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone
42:46
January 30, 2020
3 Ways to Improve Your Interest Rate
In today's episode of Making Your Money Matter we are going to talk about 3 ways to improve your interest rates. For the related blogs please visit: https://coastal-wp.com/blog . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com .
27:47
January 29, 2020
Episode 11: The 5 Bad Habits That Kill Your Ability to Become Wealthy
On today's episode of Making Your Money Matter we discuss the 5 bad habits that kill your ability to become wealthy. For the related blog please visit: https://coastal-wp.com/5-bad-habits-that-kill-your-ability-to-become-wealthy/ . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com . For access to our FREE client portal registration Please Register HERE
23:09
January 27, 2020
The Top 6 Things you FORGOT to Consider When Planning For Retirement
In today's episode of Making Your Money Matter we are going to talk about the basics of Roth and Traditional retirement account basics. For the related blog please visit: https://coastal-wp.com/the-top-6-things-you-forgot-to-consider-while-planning-for-retirement/ . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com .
35:46
January 24, 2020
Roth and Traditional IRA (and 401k) Basics
In today's episode of Making Your Money Matter we are going to talk about the basics of Roth and Traditional retirement account basics. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com .
35:11
January 22, 2020
Millionaire Mindset: 12 Habits of Self-Made Millionaires
In today's episode of Making Your Money Matter we are going to talk about the 12 habits of self-made millionaires. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com .
29:05
January 22, 2020
The One Piece of Advice You Need to Hear NOW
On this episode of Making Your Money Matter we cover the one piece of advice you need to hear now. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com .
21:31
January 21, 2020
2 Ways FOMO is KILLING Your Wealth
On today's episode of Making Your Money Matter we will discuss two different types of FOMO for investors and how they can lead to killing you ability to generate wealth. We will also talk about how this applies to Mike Tyson's famous quote that "Everyone has a plan until they are hit in the face". As always, send any episode questions or suggestions to info@coastal-wp.com, feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone
33:47
January 21, 2020
What Should You Have Saved in Your 30s, 40s, 50s & 60s?
In this episode of Making Your Money Matter we are going to cover what your savings milestones should look like as you approach retirement. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com .
27:44
January 20, 2020
Why to Work With a Financial Planner (Even if You’re a PRO)
On this episode of Making your Money Matter we talk about why to work with a financial planner even if you manage your own accounts or are a PRO. For more information visit: https://coastal-wp.com/why-you-should-partner-with-a-financial-planner-even-if-youre-a-pro/. For questions or topic suggestions email info@coastal-wp.com and to schedule a FREE consultation call please visit https://calendly.com/khart-coastalwp/introductory-phone
41:23
January 20, 2020
BONUS: 4 Questions to Ask Your Current or Future Advisor NOW
On today’s BONUS Episode of Making Your Money Matter we cover the 4 questions to ask your current or prospective Advisor. Join our Facebook Group! As always, if you have questions or suggestions email info@coastal-wp.com or book a free consultation here: https://calendly.com/khart-coastalwp/introductory-phone
20:12
January 16, 2020
BONUS EPISODE - Are You Buying When The Price is Marked Up?
In today’s BONUS Episode of Making Your Money Matter we will cover investor behavior: are you buying when the store marks up the price? Also, who do you trust for your guidance? For more topics please visit www.coastal-wp.com or send us your questions/topics of interest to info@coastal-wp.com. To schedule a free consultation please visit https://calendly.com/khart-coastalwp/introductory-phone
22:07
January 15, 2020
5 SIMPLE THINGS YOU CAN DO TO SAVE MORE
In today’s episode of Making Your Money Matter we discuss 5 Simple Things You Can Do To Save More for the full article click here: https://coastal-wp.com/5-simple-things-you-can-do-to-save-more/. To schedule a Free consultation call please use the following link: https://calendly.com/khart-coastalwp/introductory-phone. And for any questions, topics you’d like to hear about or general inquiries please email info@coastal-wp.com **NOTE** the free client portal requires registration one-time and can be accessed here: https://www.moneyguidepro.com/ifa/Guests.aspx?gst=6A6081E6CE461EC34616ADA6E6F8A1293918EA03A059A0E324E0012C50E3D9E9
28:36
January 13, 2020
Why your goals are the ONLY index to measure against
In today's episode of Making Your Money Matter we review why your progress to goals are the only thing that you should be using to determine your investment “performance”. For the associated blog post please visit https://coastal-wp.com/why-your-goals-are-the-only-index-to-measure-against/ to schedule a FREE Consultation Strategy Call please visit this link: https://calendly.com/khart-coastalwp/introductory-phone and to reach us directly please email info@cosatal-wp.com
23:12
January 10, 2020
SECURE Act: What You Need To Know
On today’s episode of Making Your Money Matter we cover the SECURE Act and it’s changes to: RMDs, Savings Expansion, Small-Business Impacts, Estate Planning Considerations as well as 529 Fund uses and exemptions for Birth or Adoption of a child. To read more visit the blog section on www.coastal-wp.com feel free to schedule a FREE strategy consultation call here: https://calendly.com/khart-coastalwp/introductory-phone or send me an email at info@coastal-wp.com
19:18
January 9, 2020
January 8, 2020
00:35
January 8, 2020