Creating Wealth

Bill Taber and Anastasia Taber, CFP®
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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. DEC 19

    Why Gratitude is the Ultimate Currency: Your Messages of Abundance & Thanks

    It's our favorite tradition of the year! In this special holiday episode, we step away from the spreadsheets and stock charts to focus on the "mental game" of money: Gratitude. We believe that an Abundance Mindset is critical for financial success. When you appreciate what you have, you make better spending decisions, feel less financial stress, and build wealth from a place of confidence rather than fear. Today, we are reading anonymous messages from our listeners, friends, and family sharing their wins, reflections, and moments of thanks from 2025. From big financial milestones to the quiet moments that matter most, these stories define what it truly means to be wealthy. In this episode, we celebrate: Real-life stories of resilience and growth from the Creating Wealth community. A list of questions that help you incorporate the process of gratitude into your life. Why reflection is the most important step in year-end financial planning. Listen now and don't forget to subscribe, share, or leave a review to help others discover tools for financial growth and emotional well-being. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

    27 min

  2. DEC 5

    The Invisible Costs: Why Cognitive Biases (Not Math) Are Ruining Your Financial Decisions

    Don't let your emotions and 'mental shortcuts' sabotage your financial future. This is the essential deep-dive into the Invisible Costs of Cognitive Biases and the behavioral finance secrets that cost millennials thousands in lost savings and poor investing decisions. If you know the basics of personal finance but still struggle with execution, this episode is for you. We move beyond "Behavioral Finance 101" to uncover the sneaky biases that drain your net worth without you realizing it. In this episode, you will learn: Restraint Bias: Why relying on "willpower" is the most expensive financial strategy you have, and how to fix it. How the power of inertia (Status Quo Bias) is costing you How Recency Bias and Social Proof are destroying long-term asset allocation and distorting your sense of "enough." Mental Accounting: How 'bucketing' affects your total wealth-building. The Anti-Bias Toolkit: Actionable defense mechanisms like the Ulysses Contract, Friction Design, and automating your finances to defeat Decision Fatigue. Your financial plan is only as strong as your psychology. Tune in and learn how to recognize and neutralize these unconscious errors to make clearer, more grounded money decisions starting today. Special Note: It's that time of year again! We are about to record our annual gratitude episode which we've done every year since we began the podcast, and we need YOUR messages. We find it's a wonderful way to end the year and remind ourselves of what truly matters. If you've never submitted a message before, we highly encourage you to send us one this year. If you've submitted one in the past, we'd love to hear an update on how your last year has gone. You can send them to us on our social media, by PMing Anastasia or by emailing us at askcreatingwealth@taberasset.com. Please submit them as soon as possible – by Friday December 12th. We can't wait to hear from you! PM Anastasia on LinkedIn Related Episodes: Behavioral Finance 101 How to Manage Your 401(k) 5 Ways to Limit Lifestyle Creep

    29 min

  3. NOV 21

    Bubbles & Chatbots: What You Really Need to Know About AI in 2025

    Artificial intelligence is evolving at lightning speed, but how do you separate innovation from the hype? And what does any of this mean for your daily life, your privacy, and your investment decisions? In this episode, we break down the biggest AI breakthroughs since our last update and explore how everyday people can use chatbots without feeling overwhelmed. We cover simple AI use cases, the strategies that make AI far more powerful, and the biggest risks to watch out for when using AI casually, especially around privacy and financial tools. We also dig into the headlines about AI stocks, sky-high valuations, and whether we're entering bubble territory…or just seeing noise. You'll learn what's trustworthy, what's exaggerated, and how to stay grounded when markets get loud. We discuss: The most important AI breakthroughs since our last update: -AI's current "superpower"  -Practical ways to use chatbots in daily life -Frameworks for going beyond basic prompts -The biggest risks of using AI casually (and how to avoid them) -How to tell whether AI-powered financial tools are trustworthy -What to know about privacy when using chatbots or AI assistants -Whether AI stocks are entering bubble territory: what's valid and what's noise If you're curious about using AI to improve your life and want to understand today's market environment, this episode will ground you in what matters most. For questions, comments, or feedback, email us at askcreatingwealth@taberasset.com. Be sure to subscribe and leave a review to stay updated on future episodes. Related Episodes May 2025 AI Update, Part One May 2025 AI Update, 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?

    32 min

  4. NOV 7

    From Scarcity to Success: The Neuroscience of Financial Confidence with John Longhill

    What if the biggest barrier to financial success isn't your income, but your mindset? In this episode, we sit down with John Longhill, a certified NeuroChange Solutions consultant who teaches Dr. Joe Dispenza's Change Your Mind – Create New Results program. John helps people understand the neuroscience behind their thoughts, how past experiences and subconscious patterns shape their financial behaviors, and how to rewire the brain for confidence, clarity, and abundance. We explore how to break free from scarcity thinking, overcome limiting beliefs about money, and create lasting change through intentional mindset shifts. Whether you've struggled with fear of not having enough, guilt about spending, or constant financial comparison, this conversation will help you take steps toward a healthier, more empowered relationship with money. In this episode, you'll learn: -What it really means to "change your mind" (and why it matters) -The neuroscience behind scarcity vs. abundance thinking -How to retrain your brain for success and financial confidence -Simple, science-backed strategies to sustain mindset shifts long-term If you're ready to stop feeling stuck and start thinking differently about your potential, this episode is for you. Listen now and don't forget to subscribe, share, or leave a review to help others discover tools for financial growth and emotional well-being. For future podcast topics, you can email us at askcreatingwealth@taberasset.com. Resources: Contact John Longhill

    28 min

  5. OCT 24

    National Debt Update: How We Got Here and What Comes Next

    The U.S. national debt has surged to record highs, crossing $38 trillion and counting. What does that really mean for the U.S. economy and our financial future? In this episode, we revisit the topic of America's debt since our discussions in 2020 and 2023 and explore how we got here, what potential solutions exist, and most importantly, what you can do about it. You'll come away with a clear understanding of how America's debt story impacts your own financial picture, and one simple takeaway you can apply today. Don't forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com. Related episodes: Why Social Security Matters for Millennials and Gen Z How Rising U.S. Debt Affects You - 2023 episode National Debt - 2020 episode Science of Well-Being episode, part one Science of Well-Being episode, part two The Psychology of Spending: What Actually Makes Us Happier?

    24 min

  6. OCT 10

    Beyond Stocks & Bonds: Understanding Alternative Investments

    Alternative investments (also known as "alts") are gaining traction with investors who want to go beyond the traditional 60/40 portfolio. But what exactly are they? And are they a good fit for your financial goals? In this episode, we break down everything you need to know about alternative investments. We'll explain what qualifies as an alt, how they differ from stocks and bonds, and why they've become more popular and accessible in recent years. You'll also learn about different types of alts, from real estate and private equity to cryptocurrencies and collectibles, and the potential benefits and risks of adding them to your portfolio. We'll walk through: What counts as an alternative investment How alts are different from traditional assets Real estate, hedge funds, private equity, crypto, collectibles, and more Why some investors use alts to hedge against inflation and diversify Risks to watch out for: liquidity, fees, complexity, and lock-up periods Who alts are best suited for, and what questions to ask before investing If you're curious about alts, this episode will help you make smarter, more informed decisions. Don't forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

    29 min

  7. SEP 26

    Money Smarts & Mindset: Financial Confidence with Jenny Groberg

    In this episode, we sit down with Jenny Groberg, founder and CEO of BookSmarts Accounting, to talk about what it really means to feel confident with your finances. Jenny brings both strategic know-how and real-life perspective as a CEO, financial educator, and mom of five. We discuss how personal and business finances differ (and why it matters), how AI is transforming bookkeeping and accounting, and what financial habits truly build long-term success. Jenny also shares empowering advice for women and younger professionals who want to feel more in control of their money, plus one common financial myth she wishes everyone would leave behind. Don't forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com. Jenny's company: BookSmarts Accounting & Bookkeeping BookSmarts Instagram: @Booksmartspro Jenny's Instagram: @thejennygroberg

    42 min

  8. SEP 12

    When Adult Kids Still Rely on You: How to Support Without Sacrificing Retirement

    Are you still helping your adult children financially while also trying to plan for your own retirement? You're not alone. A recent AARP survey found that 75% of parents with adult children provide some financial support, often averaging more than $7,000 a year. In this episode, we explore how today's financial landscape is shifting parenthood later into life and what that means for your long-term financial well-being.  We'll talk about: Why more parents are supporting adult kids longer What conversations you should be having with your children How to evaluate what's help and what's enabling What you should do if you are supporting your adult children financially How to foster financial independence If you have adult children, will soon have adult children, or are someone receiving parental support yourself, this episode will help you understand balancing love with financial responsibility and long-term planning. Don't forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

    29 min
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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 - 2025
  • Episodes
    149
  • Rating
    Clean
  • Copyright
    © Bill Taber and Anastasia Taber
  • Show Website
    Creating Wealth