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In today's episode, I talk with Tim Smith, a Certified Financial Planner, about how to make money simple for families. We share easy ways to teach kids about saving, spending, and giving. We also talk about the real cost of college and how to plan before loans pile up. Tim explains why small habits like using cash envelopes, checking your bank app, and setting clear goals can help you feel calm and in control. We cover how to start money talks at home, even if you feel nervous, and how to make a plan you can actually follow.

About our guest:
Timothy L. Smith, CFP® is the Founder and CEO of Aurora Private Wealth, Inc., a financial services firm specializing in wealth management for high-net-worth clients. He co-hosts The Financial Dad podcast with his daughters, focusing on financial literacy for entrepreneurs, creatives, and families. Timothy is an advocate on investment advisor fraud and is finalizing a book offering guidance on protecting investments. He has experience in public speaking and theater, including performing for three U.S. presidents.

The Financial Dad
The Financial Dad @ Youtube
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The Financial Dad @ Instagram

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In today's episode, I sit down with Paul Compeau, a friendly CFP who helps families pay less for college. We talk about simple steps you can take right now, like filling out FAFSA the right way, building a smart college list, and knowing the real price before you say yes. Paul shares easy tips to find money you don’t have to pay back, how to ask schools for a better offer, and what to do if you didn’t save enough. We also cover common mistakes to avoid so you don’t hurt your retirement.

About our guest:
Paul Compeau is passionate about helping families figure out how to pay for college and help students develop and continue down the right path for them. He helps parents and students confidently navigate college costs while building long-term wealth. Known for his practical, values-based approach, Paul combines deep planning expertise with relatable, real-world college advice—delivered virtually across the country. Paul is a Certified Financial PlannerTM and founder of BridgeWise College Planning, serving families since 2008.

Join "How to Plan for College Without Losing Your Financial Future" here, September 30 @ 8pm ET / 5pm PT:
https://www.crowdcast.io/c/how-to-plan-for-college

BridgeWise Financial Partner
https://www.bridgewisefinancialpartners.com/

Listen on: Apple Podcasts Spotify

Listen on: Apple Podcasts Spotify

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In today's episode, I sit down with Jason Brown to talk about money, mistakes, and second chances. Jason shares how he once lost a lot of money in the stock market, then learned simple rules to trade smarter and win back his confidence. We talk about living below your means, making a short “sacrifice season,” and building habits that help your family for the long run. Jason explains options in plain language, why taking small profits adds up, and how to keep your cool when prices jump around. You’ll hear real stories about paying off a house, starting with little, and turning lessons into a plan anyone can follow.

About our guest:
Jason Brown is a stock market expert, power options trader, entrepreneur, and author who teaches the world how to confidently own their financial situations and feel empowered while doing so. Jason’s upcoming book, 5 Year Millionaire, is inspired by the pathway that led him to making his first million in just five years. Brown grew up in Detroit, Michigan and garnered motivation from his upbringing as a child who slept in a sleeping bag on the floor in his family’s home with bars on the windows, and who boldly navigated around drugs and gangs in his neighborhood, to acquire the lifestyle he always dreamed of. The term “power trading” has emerged from his journey in addition to the understanding that truly anyone can use the stock market to trade their way into their ideal lifestyle. Jason says, “it’s all about finding the right trades, applying the right option strategy, mixed with giving the stock enough time to do what you believe it’s going to do”.

Today, Jason is completely debt free, has paid off his home, and is married with two children. The Brown Report and Power Trades University are two platforms he utilizes to help his clients retrain and rewire their thought processes for comebacks no matter the financial situation that they are currently in. In Jason’s upcoming book, he highlights the mathematical fact that the average person can become a millionaire within 5 years from the stock market. Jason has been featured on Smart Passive Income podcast, The Mind Your Business podcast, His and Her Money with Talaat and Tai, and the Passive 25k podcast.

Learn More About Jason Brown Here
Five-Year Millionaire: A Roadmap for Investing in the Stock Market, Wealth Accumulation, and Financial Independence by Jason Brown

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In today's episode I sit down with John Dinsmore, a marketing professor and author of The Marketing of Debt, to talk about why money choices can be so tricky. We share how even people who study finance still make mistakes, and how companies use smart tricks to get us to spend more than we should. We break down how credit cards, loans, and status symbols are sold to us, and what steps we can take to fight back and make better money moves.

About our guest:
John Dinsmore is a Professor of Marketing at Wright State University and the author of The Marketing of Debt: How They Get You. His research focuses on financial decision-making, payment methods, and mobile applications, and has been published in top journals including Psychology & Marketing and the Journal of Business Research. He is a frequent contributor to outlets such as Forbes, CIO, CBS Marketwatch, and U.S. News & World Report, and has spoken at major conferences like the American Marketing Association and the Association for Consumer Research.

At Wright State, Dinsmore teaches courses in digital marketing, strategy, and creativity, earning multiple teaching awards. His business cases, published through Harvard, are taught in MBA programs worldwide, and he has provided executive training to organizations including the U.S. Air Force and Speedway Corporation. With 14 years of industry experience before academia, he brings a practical and research-driven lens to understanding how people make money decisions. He lives in Dayton, Ohio with his wife, two sons, and their bulldog, Creed.

John Dinsmore's Website
John's new book, The Marketing of Debt: How They Get You

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In today's episode, I sit down with Abbe F. Large to talk about caring for aging parents while raising our own kids. We keep it real and simple. We cover the three phases of money and the three buckets to save and spend from. We talk about long term care, life and disability insurance, and how to build steady income in retirement. You will learn when a reverse mortgage or HELOC might help, and when it won’t. We share easy scripts to start money talks with your parents, plus steps for a care plan, powers of attorney, wills, and trusts. My goal is to help you protect your paycheck, your peace, and the people you love.

About our guest:
Abbe F. Large, CLU®, CLTC, is a Managing Director at Lenox Advisors with three decades of experience dedicating herself to her clients' best interests. Abbe's personal experience with her father's pancreatic cancer journey ingrained how important the products and services she provides to her clients truly work. Specializing in financial, estate, and retirement services, she also assists corporate clients with strategic employee benefits. She was named on Forbes Top Financial Security Professionals in both 2023 and 2022. A devoted family woman and active community member, she enjoys paddleboarding, skiing, and maintaining a healthy lifestyle.

Email Abbe Here: alarge@lenoxadvisors.com
More About Abbe F. Large
Abbe F. Large in Linkedin

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In today's episode, I sit down with Barry Levine, a bankruptcy lawyer with more than 40 years of experience, to talk about what really happens when people file for bankruptcy. We break down the fear and confusion around money problems and explain how bankruptcy can be a tool to get a fresh start. I also share my own story of going through bankruptcy in my 20s and what I learned from it. Barry gives simple, honest advice on what to expect, how the process works, and why it’s not the end of the world.

About our guest:
Barry Levine is a Massachusetts-based bankruptcy attorney with more than 30 years of experience helping individuals and small business owners through financial crisis. Known for his calm, practical approach, he guides clients who feel scared, overwhelmed, and out of options to understand the system, explore their choices, and find a clear path forward.

Barry believes fear, not just debt, is what keeps people stuck. His role is to bring order to the chaos by applying decades of legal expertise to restore stability and control. With a career that began in a hands-on Boston office during law school, he has built a practice that is detail-oriented, outcome-focused, and always grounded in compassion.

The Law Office of Barry R. Levine

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In today's episode I talk with Doug Lynam, who shares his amazing journey from being a monk to becoming a money expert. Doug opens up about how he went from giving up everything to learning the true value of money and how it can be used to help others. We chat about the struggles he faced, the lessons he learned, and how he now teaches people to live with purpose while also being smart with their finances.

About our guest:
Doug Lynam, a former Marine and Benedictine monk, is now a finance expert blending ethics with wealth. A bestselling author and speaker, he helps people align money with purpose.

https://www.douglynam.com/

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In today's episode, I talk with Maya Elious about how to reinvent your life and career so you can grow into the person you’re meant to be. Maya shares how she went from making MySpace pages to building a business that helps experts create clear messages and strong brands. We discuss why it’s important to keep things simple, let go of what no longer works, and have the courage to step out of your comfort zone.

About our guest:
Maya Elious is an award-winning business coach and personal brand strategist who helps entrepreneurs clarify their message and reinvent their brand with alignment, clarity, and authenticity. For over 15 years, she’s guided thought leaders through powerful pivots, profitable positioning, and brand evolution, becoming a trusted expert for navigating major shifts in the online space.

As the Founder of Built To Impact®, Maya has helped thousands of clients turn their expertise into legacy brands, launch high-ticket services, and scale beyond six figures with integrity. Featured in Forbes, Business Insider, and Black Enterprise, her mission is to help women build lives and businesses that feel as good as they look. Outside of work, she enjoys traveling, family time, and binge-watching medical dramas.

More about Maya: https://www.mayaelious.com/speaking/
Free Training: http://www.mayaelious.com/evolve

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