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The Max Your Dash Podcast

The Max Your Dash Podcast

By Max Your Dash Financial Advisors

What are your true desires? Join us every month, as we take a deep dive into the world of finance, personal development, and everything in between.
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Episode 1: Stack Your Wins

The Max Your Dash PodcastFeb 02, 2021

00:00
35:44
Episode 36: Escape the Rat Race - Advisors Reveal the Path to Financial Freedom!

Episode 36: Escape the Rat Race - Advisors Reveal the Path to Financial Freedom!

In today's episode, Nate and Steve take a deep dive into the concept of "Financial Freedom". They discuss what it is and what it isn't and what you can do to get closer to your own definition of "Financial Freedom"

Mar 18, 202429:18
Episode 35: 3 Key Habits To Transform Your Wealth In 2024

Episode 35: 3 Key Habits To Transform Your Wealth In 2024

In today's episode, with over 30 years of financial planning experience, Steve, Nate and Mark discuss the 3 most crucial habits you NEED to start building in 2024 to transform your money life!

Feb 06, 202431:09
Episode 34: The Stock Market and Economy: A Year In Review (2023)

Episode 34: The Stock Market and Economy: A Year In Review (2023)

In todays Episode Nate, Steve, and Mark as they discuss how the stock market and economy did in 2023 and how to approach 2024!

Jan 19, 202451:60
Episode 33: SECRET Money Tips For Every Age Range Revealed

Episode 33: SECRET Money Tips For Every Age Range Revealed

In today's episode, Mark, Nate, and Steve reveal 3 financial planning tips for each age range that you can implement TODAY!

Nov 08, 202357:17
Episode 32: UPDATE (2023) - The Fed's FIGHT Against Inflation Is...

Episode 32: UPDATE (2023) - The Fed's FIGHT Against Inflation Is...

In today's episode, Mark, Nate, and Steve talk about the most important updates regarding the stock market and the economy before the September fed meeting!

Sep 06, 202340:05
Episode 31: STOP Making These 5 Budgeting MISTAKES!

Episode 31: STOP Making These 5 Budgeting MISTAKES!

In today's episode Nate and Steve discuss the TOP 5 budgeting mistakes that are holding back your personal finances!

Aug 03, 202333:23
Episode 30: How to Be HAPPIER in 2023 (3 Steps!!)
Jul 10, 202316:35
Episode 29: Interest Rates FREEZE! Are You About to SAVE or LOSE Money?

Episode 29: Interest Rates FREEZE! Are You About to SAVE or LOSE Money?

In today's episode, Nate, Mark and Steve breakdown the Fed's recent decision to pause interest rate hikes and what it means for the economy, stock market, and your wallet!

Jun 22, 202338:13
Episode 28: Fed's Rate Decision: The Ultimate Game-Changer for Investors!

Episode 28: Fed's Rate Decision: The Ultimate Game-Changer for Investors!

Join Mark Nate and Steve as they take a look at the changes in the stock market and the economy since the last fed meeting and what YOU NEED TO KNOW moving forward.

Jun 02, 202340:54
Episode 27: Money Mastery Secrets: The Untold Power of Teaching Kids Financial Literacy!

Episode 27: Money Mastery Secrets: The Untold Power of Teaching Kids Financial Literacy!

In today's episode, Steve and Nate are joined by special guest Adam to breakdown the importance of teaching your kids financial literacy and the impact it can have on their life!

May 19, 202349:50
Episode 26: Social Security's TIME BOMB: Diffusing The Risks Ahead

Episode 26: Social Security's TIME BOMB: Diffusing The Risks Ahead

In today's episode, Mark, Nate, and Steve tackle the topic of the problems with the Social Security system and what it means for your financial future.

May 08, 202334:11
Episode 25: The TRUTH About Buying and Holding In The Stock Market!! (2023)

Episode 25: The TRUTH About Buying and Holding In The Stock Market!! (2023)

In today's episode, Mark, Nate and Steve discuss the role risk management plays in your portfolio and what every investor should know when designing their investment portfolio.

Apr 19, 202340:09
Episode 24: What's Going On With The Fed, Inflation, and SVB?! (UPDATED)

Episode 24: What's Going On With The Fed, Inflation, and SVB?! (UPDATED)

In today's episode - Nate, Mark and Steve talk about all the latest news on the stock market and the economy and how it impacts you as an investor.

Apr 04, 202338:31
Episode 23: The BUDGETING HACK You NEED in 2023

Episode 23: The BUDGETING HACK You NEED in 2023

In today's episode, Nate, Steve, and Mark breakdown the key to being a successful budgeter and how to align your purchases with what truly makes you happy.

Mar 22, 202344:17
Episode 22: The KEY To Happiness

Episode 22: The KEY To Happiness

In today's episode, Nate and Steve are joined by Mark to breakdown the key to living a life of true fulfillment!

Mar 07, 202356:51
Episode 21: The Stock Market Is Going To Do THIS In 2023...

Episode 21: The Stock Market Is Going To Do THIS In 2023...

What's going on in the economy and the stock market? In today's episode, Nate and Steve are joined by Mark to discuss the current state of the market post the last FOMC meeting in 2022. 

Dec 28, 202243:56
Episode 20: Increase Your Income By Doing THIS...

Episode 20: Increase Your Income By Doing THIS...

Do you feel like how much money you make is out of you control? What's your dream income? What's your plan to get it? Let's talk about it. In today's episode, Nate and Steve are joined by expert negotiator Mike Sherman, to deep dive ACTIONABLE steps you can take today to increase your income.

Dec 07, 202201:12:32
Episode 19: What You DIDN'T KNOW About The Student Loan Forgiveness..

Episode 19: What You DIDN'T KNOW About The Student Loan Forgiveness..

STUDENT LOAN FORGIVENESS IS HERE! Join Mark and Steve as they breakdown the application, what to expect after you submit, what you should do moving forward and other pieces of the program you might not know about!

Oct 20, 202221:38
Episode 18: Is The Stock Market Crashing?

Episode 18: Is The Stock Market Crashing?

In today's episode, Steve and Nate are joined by Mark to discuss their takes on the current state of the economy and stock market post the September FOMC meeting. 

Sep 28, 202254:54
Episode 17: The Best Gift You Can Give Your Kids: Financial Literacy

Episode 17: The Best Gift You Can Give Your Kids: Financial Literacy

Imagine if you understood the value of a dollar at a young age. What would your life look like today if you knew how to budget, or maybe even how to invest before your first job? On today's episode, Steve and Nate discuss the importance of financial literacy for the next generation. 

Aug 30, 202237:16
Episode 16: How To BEAT The Recession

Episode 16: How To BEAT The Recession

The Recession definition heard 'round the world. Steve and Nate are joined by Mark to discuss what you need to know about the recession, and their thoughts about the investing and economic landscape moving forward.

Aug 05, 202248:59
Episode 15: Build Your Portfolio Like THIS...

Episode 15: Build Your Portfolio Like THIS...

In today's episode, Nate and Steve are joined by Mark to continue their discussion on the state of the stock market, and explain the steps to creating a sound investment strategy backed by confidence.  

May 26, 202251:14
Episode 14: What's Going On In The Stock Market?!

Episode 14: What's Going On In The Stock Market?!

Interest rates, growth vs value, Netflix, fed talk, and more. In this episode, Steve and Nate are joined by Mark to discuss their current thoughts on the current state of the stock market and economy. 

Apr 27, 202258:06
Episode 13: Do THIS To Master Budgeting..

Episode 13: Do THIS To Master Budgeting..

A pillar of personal finance - the budget. In today's episode, Steve and Nate discuss the secret sauce to budgeting, and the mindset around aligning your spending with your true values.

Mar 31, 202238:46
Episode 12: The SECRET To Goal Setting In 2022

Episode 12: The SECRET To Goal Setting In 2022

In today's episode, Steve and Nate break down the secrets and powerful strategies to setting and following through on your goals.

Feb 25, 202248:41
Episode 11: Your Solution To 2022's Stock Market Volatility

Episode 11: Your Solution To 2022's Stock Market Volatility

In today's episode, Steve and Nate are joined by Mark to discuss the recent volatility that market's have been experiencing to start the new year. Interest rates, inflation, tech stocks, the fed, etc. The guys discuss this and more in an aim to help you navigate the investing landscape.

Jan 26, 202249:51
Episode 10: Retirement Planning - The Honest Truth

Episode 10: Retirement Planning - The Honest Truth

What is financial independence? In today's episode, Mark joins Steve and Nate to break down the basics of retirement planning and the key components you NEED to know!

Jan 21, 202257:17
Episode 9: The Q4 List You NEED

Episode 9: The Q4 List You NEED

In today's episode, Mark joins Steve and Nate to compile a list of personal finance "to do's" you should complete prior to year end! Have you done your tax-loss harvesting yet? What about Roth Conversions? Giving any money to charity? Check them off as you listen!

Dec 01, 202153:17
Episode 8: Your Open Enrollment Guide

Episode 8: Your Open Enrollment Guide

It only happens once a year. Once it's closed, you can't get back in for another 365 days. That's right....It's OPEN ENROLLMENT. Should I make any changes to my health plan? What about my 401(k)? What's LTD? In today's episode, Nate and Steve discuss the things you should be aware of when looking to make changes to your employer benefits!

Nov 01, 202134:28
Episode 7: The Cost of Education is What?!

Episode 7: The Cost of Education is What?!

In today's episode, Steve and Nate team up with Mark to discuss all the basics of saving for your children's education! Your 101 introductory course on education planning is here!

Sep 30, 202149:32
Episode 6: Myth-busting: Credit Cards

Episode 6: Myth-busting: Credit Cards

I should close out a credit card if I don't use it right? Is it damaging to have more than one card? Should I even bother using any cards with a high annual fee? In today's episode, Nate and Steve discuss the self defeating thinking and common myths associated with credit cards and their role in your financial plan!

Aug 02, 202142:30
Episode 5: Your Biggest Gamble

Episode 5: Your Biggest Gamble

What happens to your lifestyle if your paycheck disappears? Disability income planning expert Jon Sheldon joins Nate and Steve to discuss the importance in protecting your income in your financial plan.

Jun 07, 202141:44
Episode 4: Investing 101

Episode 4: Investing 101

In today's episode, Nate and Steve welcome their first guests to discuss the ins and outs of investing, asset allocation, diversification and....poutine?

Apr 26, 202158:53
Episode 3: TOP 5 Budgeting Tips

Episode 3: TOP 5 Budgeting Tips

Budgeting: Your favorite love/hate relationship. In today's episode, Nate and Steve discuss the top 5 tips every personal finance connoisseur should know if they want to be a master budgeter. 

Mar 29, 202139:19
Episode 2: Our Purpose

Episode 2: Our Purpose


Mar 12, 202127:07
Episode 1: Stack Your Wins

Episode 1: Stack Your Wins

In episode 1, Nate and Steve discuss one of the most important topics regarding personal development: goal setting.

Feb 02, 202135:44