Healthier Money

On the podcast today we had the chance to sit down with a friend and client Doug Lasater of DSD Design. 

Doug understands several important things when it comes to business, especially multiple income streams. He doesn't put all his eggs in one basket and he leverages his time accordingly. 

Join us for this insightful conversation on one man's journey into entrepreneurship and business. 

Thank you for listening and follow us on all the socials!

Don't forget, if you ever have a question and would like to ask Pat or the team directly, you can do that right here on the anchor ap or on anchor.fm/healthiermoney.

Thank you for your attention and we can wait to see you on the next one!

Today on the podcast we had the amazing opportunity to spend time talking with Governor Ducey about his successes, the importance of financial literacy, and the State of Arizona economy.  

If he can take a billion-dollar deficit and turn it around to a billion-dollar surplus...we all can get our finances in order.  

On the topic of personal finances, his message is simple, "cut down on your spending and pay yourself first...."   

We hope you enjoy and find value from this conversation, we for sure did.

If you need help with your finances or have questions about how to build a balanced financial portfolio please feel free to reach out www.healthiermoney.com 

Today on the podcast we sit down with a friend and client Jessica Bischof, what we learned was amazing. Jessica is an example of someone who clearly defines her goals and realizes them through hard work and dedication. As we recorded this episode we were sitting at the pool of her newly purchased investment property. This was a 2019 goal of hers and she realized this goal of owning her first investment property in November.

The conversation ended up taking us to mindset, goal setting, and hustle.

We couldn't be more excited to welcome her to the Healthier Money family and to prosper and grow with her.

In this week's episode of the podcast Senior BrightAdvisor, Pat Moran sits down with Junior BrightAdvisor Brock Brenneman and talk shop.

Volatile times in the stock market, AT&T's place in a stock portfolio and how dividend reinvestment has paid off.

What makes a strong stock and what potential investors might want to consider when choosing individual stocks.

Brock breaks down his mentality on investing as a 20 something and why most have it wrong.

Also, if you're located in Arizona we have upcoming seminars and workshops and we would love for you to attend.

Currently, all our seminars are full for September but head over to brightadvisor.com/events to see all upcoming workshops.

If you want a second opinion on your portfolio, feel free to shoot us a message or call to schedule an appointment at 602-789-3099.

As always, thank you for your attention. We are doing our best to create an informed community of empowered citizens who are smart with their money. #LiveLongandProfit

On this episode, we had the pleasure of sitting with Tiffany Bisconer of Acena Consulting. She is a CPA and speciality tax consultant on research and development credits and activities.

She works with CPA's and business owners to identify qualifying activities that can in most cases reduce the business owners tax liability. 

Dive into this episode and if you would like to reach Tiffany directly to see if your business activities qualify reach out to her at [email protected].

Thank you for listening!

We think if you're a single parent or a parent, in general, looking to find ways to save for college for your kids while preparing for retirement as well, this is a must.

Please take a few minutes out of your day and learn a few strategies that you can adopt for as little as $25 a month.

If you have any questions please reach out in the comments or send us a message.

As always thank you for your attention, Live Long and Profit!

There are so many myths and misconceptions that surround life insurance. The necessity to explain the benefits and uses to our youth and educate individuals to make informed and intelligent decisions on how they protect and prepare for their future is so important to us.

Please enjoy this demystifying conversation with a 23 year old guy.

As always, we appreciate your attention and if you have any questions please leave us a message here on anchor, on any of the social @healthiermoney, or [email protected].

In this episode we dive deep into a really exciting product that Kim Coulter of Northstar Funding Partners created.

What Kim and his company identified was there was a gap in the marketplace for middle American. Products that assist the ultra wealthy to build and maintain wealth were just not available to the rest of us.

Their revolutionary premium finance life insurance product, coined and trademarked the New I.R.A., is just such a product.

In this first episode of our podcast we do in deep on the applications and benefits of such a product and who it best serves.

We hope you enjoy this conversation as much as we did!

If you have any questions please feel free to send us a message through the anchor app, on all the socials @healthiermoney or email [email protected].

Thank you for your attention and for listening. We hope you enjoy and get something out of this.