Creating Wealth

Bill Taber and Anastasia Taber, CFP®
  • 4.9(18개의 평가)
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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. 2월 13일

    AI, Crypto & Market Chaos: Back-to-Basics Wealth Building for Millennials

    Bitcoin dropped from all-time highs. AI agents are making headlines. Ray Dalio is warning about a once-in-a-generation debt cycle. So what should you actually do with your money right now? In this episode, we cut through the noise to help millennials navigate today's volatile markets. We break down what's really happening with crypto, investor sentiment, and the AI revolution, and why the fundamentals of wealth building matter more during uncertainty, not less. Here's what we cover: Why investor sentiment above 70% is a historical warning sign  Ray Dalio's Big Cycle Framework and what Stage 5 means for your money The AI boom: Separating what's interesting vs. what's actually actionable for your portfolio How to handle FOMO around AI stocks and crypto We end with an action plan to protect your financial future Whether you're wondering if you should sell everything, go to cash, or YOLO into AI stocks, this episode gives you the perspective and discipline to stay the course when headlines are screaming at you to panic. Boring works. Boring wins. And this episode explains why. Remember 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 What History Teaches Us About the Future of the U.S. Economy Regulating Emotions During Jumpy Markets: A Re-Release Is Investing in the Stock Market the Same as Gambling?

    30분

  2. 1월 30일

    Thinking Rich vs. Thinking Poor: 5 Mindset Shifts to Rewire Your Wealth Thermostat

    Why do lottery winners often end up broke within three years? Why do you suddenly face an unexpected car repair the moment you get a raise? It's not bad luck—it's your Money Blueprint. In this episode, we dive deep into the psychology of wealth with a breakdown of T. Harv Eker's classic book, Secrets of the Millionaire Mind. We explore the groundbreaking premise that financial success is 80% psychology and only 20% mechanics. You can know everything about stocks and real estate, but if your internal "financial thermostat" is set to "struggle," you will subconsciously sabotage your own growth. In this episode, we cover: The "Financial Thermostat": Why you are subconsciously programmed to earn a specific amount of money (and how to reset it higher). Interest vs. Commitment: The difference between "wanting" to be rich and doing what is required. The 5 Wealth Files: The specific mindset shifts millennials need to make, including: Victim vs. Creator: Stopping the blame game to take 100% responsibility. Offense vs. Defense: Why playing "not to lose" keeps you stuck in the middle class. Net Worth vs. Working Income: Why high earners often have low wealth. The Rewiring Process: A practical 5-step system (Awareness, Understanding, Disassociation, Declaration, Action) to uninstall your limiting beliefs. The 7-Day Challenge: How to use physical declarations to change your internal programming this week. If you feel like you are working hard but staying in the same financial place, this episode will show you how to stop fighting your results and start changing your roots.   Remember 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.

    36분

  3. 1월 16일

    The 2026 Budget Refresh: Funding Your Future Self & The Keep, Kill, Pivot Method

    Is your New Year's resolution to "spend less"? We think you can do better. In this episode, we ditch the restrictive "financial diet" mentality and focus on a Value-Based Audit for 2026. Budgeting isn't just about math; it's about alignment. We share our personal year-end spending reviews (the good, the bad, and the surprising) and introduce a new framework to help you design a budget that funds your "Future Self" rather than your past habits. In this episode, we cover: The Personal Audit: What we learned from our own spending in 2025. Keep, Kill, Pivot: A 3-step framework to audit your expenses without the guilt. The "Million-Mile Mindset": Why driving your car into the ground is the ultimate "Creating Wealth" hack. The "Grace Clause": Why most January budgets fail by February, and what system you need to stay on track when life happens. Spending Truisms: Why "what gets measured, gets managed" is still the golden rule of personal finance. Whether you are looking to pay off debt or simply align your spending with your values, this episode is full of specific advice and wisdom to help you have a successful financial year ahead.  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.

    33분

  4. 1월 2일

    The Financial Mental Load: Why You're Too Tired to Budget & How to Stop the "Bandwidth Tax"

    Are you "bad with money," or are you just exhausted? If your brain feels like a browser with 100 tabs open, you are likely carrying a heavy mental load. While we often talk about mental load regarding chores or parenting, there is a Financial Mental Load, the invisible worry, planning, and remembering, that is silently sabotaging your bank account. In this episode, we explore why burnout is not just an emotional issue; it is a financial one. We break down why smart, capable professionals struggle to stick to a budget and how decision fatigue leads to expensive impulse buys and "convenience costs." In this episode, you will learn: The "Bandwidth Tax": Why having a full to-do list literally lowers your financial IQ and leads to poor money decisions. The "Ostrich Effect": Why we ignore our bank accounts when we are stressed and how to break the cycle of avoidance. Revenge Bedtime Procrastination: The psychology behind why we stay up late shopping online to regain a sense of control. The "Financial Uniform": How to reduce decision fatigue by standardizing your money choices. Systems Over Willpower: Tools to automate your finances so they work even when you are running on empty. Stop beating yourself up for being tired. Tune in to learn how to lower your mental load and build a financial system that supports you, rather than drains 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.

    28분

  5. 2025. 12. 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.

    27분

  6. 2025. 12. 05.

    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

    29분

  7. 2025. 11. 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?

    32분

  8. 2025. 11. 07.

    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

    28분
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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.

정보

  • 제작진
    Bill Taber and Anastasia Taber, CFP®
  • 방송 연도
    2020년 - 2026년
  • 에피소드
    153
  • 등급
    전체 연령 사용가
  • 저작권
    © Bill Taber and Anastasia Taber
  • 웹사이트 보기
    Creating Wealth