Creating Wealth

Bill Taber and Anastasia Taber, CFP®
  • 4.9 (18)
  • Investing
  • Updated Biweekly

Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.

  1. 5d ago

    AI 2026: Your Money, Your Career, and What to Actually Do About It (Part 2)

    If you haven't heard Part 1 yet, start there first.  Part 1 laid out what's happening and named some truly wild predictions. Part 2 answers the question that actually matters: given all of that, what do you do? With your money. With your career. With your mindset. And with the fear that many people feel right now. In this episode: One prominent thinker predicted we're heading toward an "emotional pandemic" driven by the pace of AI change. Not a technological failure, but an emotional one. The United States is the most pessimistic country about AI. What does that tell us, and is the fear proportionate to the actual risk? If your income is less certain and your career is harder to predict, do the fundamentals of financial planning actually change or do the old principles hold? 55% of Americans now use AI to help manage their finances, up from 10% just a year ago. How good is that advice and what are the risks most people aren't thinking about? The research on this is more surprising than you'd expect The traits that matter most in an AI-disrupted world and what it means financially to invest in yourself right now Our honest gut reactions to where all of this is heading. Not the CFP® answer or the advisor answer, the human one The one thing each of us would tell you to do differently this week because of everything we discussed across both episodes Finally, we're thrilled to announce that we are building Finerate: a financial education community for people who are ready to move from financial anxiety to financial confidence. Join the waitlist at getfinerate.com. Check out our previous episodes on AI: AI in 2025: What's New, What's Next, and What It Means for You, Part One AI in 2025:  What's New, What's Next, and What It Means for You, Part Two 2024 - Navigating the AI Revolution: Insights for Investors and Workers, Part One 2024 - Navigating the AI Revolution: Insights for Investors and Workers, Part Two 2023 - Are You Prepared for the AI Revolution?

    35 min

  2. Jun 5

    AI 2026: The Predictions Are Wild. Some of Them Might Be Right. (Part 1)

    We do this once a year: a dedicated episode on artificial intelligence and what it means for your financial life. And every year, the material is big enough for a two-parter. Part 1 is the orientation: what's happening with AI right now, our honest reactions to some crazy predictions, and our biggest takeaways for adapting to these turbulent times. We're not AI experts. We're a CFP® and a 40+ year investment advisor making sense of what we're seeing through the lens of our work, our experiences, and our long-term approach. In this episode: What each of us has noticed in our daily lives over the last 12 months Why this technological moment feels different from any change that has come before it The predictions being made by those closest to the technology Why one prominent CEO says we're in the "hard takeoff" right now and wakes up to an AI breakthrough every morning, and how to evaluate a claim like that without either dismissing it or panicking The counternarrative: the more measured voices pushing back on the extreme predictions, and what approach to take What the mind-boggling investment numbers and record-breaking IPOs say about where we are in the cycle Part 2 covers your money, your career, your mindset, and what to actually do. Subscribe on Apple Podcasts or Spotify so it lands directly in your feed in two weeks. Check out our previous episodes on AI: AI in 2025: What's New, What's Next, and What It Means for You, Part One AI in 2025:  What's New, What's Next, and What It Means for You, Part Two 2024 - Navigating the AI Revolution: Insights for Investors and Workers, Part One 2024 - Navigating the AI Revolution: Insights for Investors and Workers, Part Two 2023 - Are You Prepared for the AI Revolution?

    44 min

  3. May 22

    Social Comparison and Money: Why Watching Others Is Costing You (Re-Release)

    We're bringing this one back, because the problem it covers is even more relevant in today's environment. Social comparison has always been part of human nature. But financial social comparison in 2026 is a different beast. TikTok has entire subcultures built around money. Algorithms are engineered to show you exactly what makes you feel behind. The explosion of AI generated content will make the problem worse, not better.  This influences more people to make financial decisions based on what they think others are doing, without considering the consequences. In this episode, Anastasia and Bill dig into the psychology and financial reality behind social comparison: How common is it for Millennials and Gen Z to compare their financial situations? What are some negative effects to comparing your finances to others? What strategies can you use to avoid comparison? Are there benefits to discussing finances with friends, or should you keep it confidential? What really matters when it comes to building your own version of financial success Originally recorded in 2024 and more relevant than ever. Creating Wealth is hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 40+ year investment advisor. New episodes every other Friday.

    24 min

  4. May 8

    The Side Hustle Economy: How to Know If You're Ready and What to Do With the Money

    One in three Americans plans to start a side hustle or business in 2026. Most of the conversation around that number is about how to do it. Few conversations are about whether you're ready and what to do with the money when it starts coming in. That's this episode. They cover: What's actually driving the side hustle surge: ambition versus necessity The financial readiness checklist before you start The order of operations when you start receiving consistent side hustle income The self-employment tax surprise that blindsides many first-timers Why building a side hustle around what you genuinely want to offer beats chasing trends Whether 2026 with its slow hiring market, AI disruption, economic uncertainty, is actually a good time to start something new If you're sitting on an idea, already running something informally, or wondering whether the timing is finally right, this one is for you. Remember to subscribe, leave a review, and share this episode with someone who could benefit.  Creating Wealth is hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 40+ year investment advisor. New episodes every other Friday.

    26 min

  5. Apr 24

    The Market Is Up. So Why Does the Economy Still Feel Hard?

    The S&P 500 is near record highs. So why does your financial life still feel uncertain? In this episode, Anastasia and Bill tackle the disconnect that a lot of people are feeling in this moment where markets are up, hiring is slow, costs are still high, and a general sense that the headline numbers don't match what's happening on the ground.  In this episode, we cover: Why the gap between what markets are doing and what households are experiencing is real and what it means for your decisions Bill and Anastasia's revised emergency funds number How to guard against your own protective instincts Why millennials have been conditioned to buy the dip, and why that assumption deserves a second look What Bill and Anastasia both believe will define the people who look back on this economic moment and say they made it through stronger This is about laying the financial foundation that makes you okay regardless of what the headlines say. Creating Wealth is hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 40-year investment advisor. New episodes every other Friday.

    35 min

  6. Apr 10

    Atomic Habits, Atomic Wealth: Applying James Clear's Framework to Your Financial Life

    What does Star Wars have to do with building wealth? More than you'd think. In this episode, Anastasia introduces Bill to the core framework from James Clear's bestselling Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones. This wide-ranging conversation connects several threads like Daoism, Newton's First Law, and what Yoda would say, to help you establish your best financial habits.  Bill shares three real patterns he has seen across 40+ years of working with clients and the small mistakes that can quietly derail wealth building over time. Why "I am someone who builds wealth" is fundamentally different from "I want to save more money" and the ancient philosophy behind it. Anastasia and Bill disagree on what they have seen when it comes to money beliefs. The specific moment when people damage the compounding curve without fully understanding what they've lost. The single financial habit Bill recommends above almost everything else and the small salary move Anastasia says will compound your wealth. Why starting is the hardest part, what a gym story about 100 lbs has to do with your savings account, and what Social Security and AI have to do with urgency right now. Listen in to learn how Atomic Habits by James Clear applies to your financial life.  Creating Wealth is hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 40-year investment advisor. New episodes every other Friday.

    33 min

  7. Apr 1

    Cryptocurrency 401

    Fair warning: this one is a little different. Every April Fools Day, Anastasia and Bill take a break from their regularly scheduled financial wisdom to do something a little silly, and this year is no exception. In today's episode, they take a "deep dive" on cryptocurrency, unpacking blockchain technology, decentralization, volatility, peer-to-peer transactions, and the importance of planning for your ultimate long-term investment. Yes, that one. If you make it to the end without groaning at least once, we'll be genuinely impressed. Six years in, and this might be our favorite tradition. Thank you for being part of it.

    5 min

  8. Mar 27

    The 4 Money Beliefs That May Rule Your Life: A Re-Release

    What if the biggest obstacle to building wealth isn't what you know, but what you believe? This is one of our most downloaded episodes ever, and we're bringing it back because three years later, it's more relevant than ever. In this conversation, Anastasia and Bill break down the four money beliefs, also called money scripts, that most of us picked up in childhood, long before we had any real experience with money. Because they formed so early, most people don't even know they have them. They cover: Money avoidance: the belief that money is bad, that you don't deserve it, or that good people shouldn't want it Money worship: the belief that more money will solve everything, leading to chronic overspending or overworking Money status: tying your self-worth to your net worth, and what that quietly does to your financial decisions Money vigilance: the anxious, secretive relationship with money that can lead to under-spending even when you can afford more Understanding which of these scripts is running in the background of your financial life is the first step to changing it, and this episode will help you figure out exactly that. Originally released March 3, 2023. Re-released because some conversations are worth having twice. Creating Wealth is hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 40+ year investment advisor. New episodes every other Friday.

    31 min
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4.9
out of 5
18 Ratings

About

Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.

Information

  • Creator
    Bill Taber and Anastasia Taber, CFP®
  • Years Active
    2020 - 2026
  • Episodes
    163
  • Rating
    Clean
  • Copyright
    © Bill Taber and Anastasia Taber
  • Show Website
    Creating Wealth

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