ME and Money Podcast

ME and Money Podcast
  • 5.0 (1)
  • Investing
  • Updated Biweekly

Real Money Conversations, Real Financial Planners

  1. 5d ago

    Episode 59: IPO Frenzy / Speculative Investing

    With a blockbuster start to the year with Initial Public Offerings (IPOs) after the listing of SpaceX, Matt and Elliott figured now would be a great time to talk about why all IPOs should be something you strongly think about before pulling the trigger. There are going to be a lot more headlines this year as the AI-Hype Train continues to roll along, and along with it, plenty of opportunities to derail your investment game plan. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

  2. Sep 15

    Episode 58: The Mega Backdoor Roth!

    Backdoor Roth contributions have been all the buzz in financial influencer, and social media content for the past 5-10 years. While it can be a lucrative strategy, it’s not all sunshine and rainbows. In this episode, Matt and Elliott discuss what a Backdoor Roth actually is, why it’s not a simple decision as to who and how much should be done with this strategy, and talk through a few nuanced points that they work through before making a decision with their clients. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

  3. Sep 1

    Episode 57: Can I Help My Kids Too Much?

    Just about anywhere you turn, there is someone waiting to give you unsolicited parenting advice. So we figured, why not us, too? Just kidding. In this episode, Matt and Elliott discuss the fine line between the two “S words” when it comes to parenting. Stewardship, and Spoiling. While everyone certainly has their own values and set of circumstances to factor into what that equation looks like, Matt and Elliott discuss a few concepts and ideas to help you build a successful parenting framework when it comes to financial support of your child. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

  4. Aug 18

    Episode 56: You Inherited Money, Now What?

    While many times a sudden windfall is something we all dream of, when it actually happens, it can be a stressful, and paralyzing set of decisions. In this episode, Matt and Elliott talk about the process of inheriting money, what you may want to think about before even spending a dollar, and ideas to help make the process a bit less taxing (pun, definitely intended!). We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

  5. Aug 4

    Episode 55: What The Heck Is An Index?

    Surely you’ve heard the news headlines talking about what the Dow Jones, S&P 500, or maybe even the NASDAQ did in the most recent trading day. Have you ever wondered why the heck they choose those to talk about? What the heck are these things, and why should I care? In this episode, Matt and Elliott talk about why index returns are so often quoted, what they mean for your investments, and whether or not they are a viable tool to measure you’re current situation. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

  6. Jul 21

    Episode 54: Stoplight Series Finale (RED LIGHT!)

    Our first ever explicit episode, Elliott just couldn’t resist! This episode is full of things you should most likely run like h**l from! Many times, if it is too good to be true, it is. Finance is probably the MOST applicable use of that saying. Tune in as we wrap up the stoplight series, and hopefully save you some financial pain! We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

  7. Jul 7

    Episode 53: Stoplight Series Part 2 (Yellow Light)

    Sometimes, what works for someone may not work for you. In this episode, Matt and Elliott dig through a few pieces of wisdom that may, or may not, work for you. Many times we call this the “grey area”, but this week we’re rolling with the color yellow instead. Have anything else you think we should have added to this episode? We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

  8. Jun 23

    Episode 52: Stoplight Series Part 1 (Green Light!)

    Matt and Elliott are kicking off a mini-series of “things we should, shouldn’t, or may want to consider”. While nothing in this series should be deemed advice, they wanted to share a few items that they commonly see are “no-brainers”, or things you should run like h**l from! This week, they start with the positive things! Be sure to listen all the way to the end, and get a sneak peek of what’s to come! We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

See All (60)

About

Real Money Conversations, Real Financial Planners

Information

  • Creator
    ME and Money Podcast
  • Years Active
    2024 - 2026
  • Episodes
    60
  • Rating
    Explicit
  • Show Website
    ME and Money Podcast

You Might Also Like