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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.

Episodes

Retirement and College Savings Considerations

33m · Published 03 Feb 15:06

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 [email protected], 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 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

Retirement Savings Tax Hacks & Small Business Retirement Vehicles

43m · Published 30 Jan 20:04

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 [email protected] . As always, send any episode questions or suggestions to [email protected], 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

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

3 Ways to Improve Your Interest Rate

28m · Published 29 Jan 17:50

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 [email protected] . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

3 Ways to Improve Your Interest Rate

27m · Published 29 Jan 17:50

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 [email protected] . --- Send in a voice message: https://podcasters.spotify.com/pod/show/coastal-wp/message

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

24m · Published 27 Jan 17:56

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 [email protected] . For access to our FREE client portal registration Please Register HERE --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

The Top 6 Things you FORGOT to Consider When Planning For Retirement

36m · Published 24 Jan 15:54

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 [email protected] .

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

Roth and Traditional IRA (and 401k) Basics

36m · Published 22 Jan 16:09

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 [email protected] . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

Millionaire Mindset: 12 Habits of Self-Made Millionaires

30m · Published 22 Jan 15:14

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 [email protected] . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

The One Piece of Advice You Need to Hear NOW

22m · Published 21 Jan 17:19

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 [email protected] . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

2 Ways FOMO is KILLING Your Wealth

34m · Published 21 Jan 16:39

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 [email protected], 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 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

Making Your Money Matter has 19 episodes in total of non- explicit content. Total playtime is 8:47:46. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on November 25th, 2023 12:57.