107 episodes

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.

Creating Wealth Bill Taber and Anastasia Taber, CFP®

    • Business
    • 4.9 • 16 Ratings

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.

    Understanding FIRE: How the Financial Independence Retire Early Movement Applies to You

    Understanding FIRE: How the Financial Independence Retire Early Movement Applies to You

    In today's episode, we delve into the FIRE movement—Financial Independence Retire Early. Whether you're new to FIRE or looking to refine your approach, this episode covers what you need to know about applying the FIRE approach to your life. We explore the evolution of FIRE, break down its various types (Lean FIRE, Fat FIRE, Barista FIRE, and Coast FIRE), and discuss who can benefit most from this financial strategy.
    As fiduciaries—a financial advisor and a CERTIFIED FINANCIAL PLANNER™—we provide an unbiased analysis of the pros and cons of the FIRE movement. You'll gain valuable tips on how to implement FIRE principles into your own financial life, even if you don't fully commit to the movement. Tune in to discover how FIRE can help you achieve financial freedom and rethink your retirement strategy.
    For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com.
    More Resources:
    F.I.R.E. For Dummies by Jackie Cummings Koski
     
    Follow Your Bliss
     
    Choose FI - communities for Financial Independence, Retire Early

    • 32 min
    Timing Matters: When to Merge Finances with Your Partner

    Timing Matters: When to Merge Finances with Your Partner

    Lately, Anastasia has received questions from several couples who are considering merging their finances. When and how should couples start involving each other in their financial information? What kind of approach should each partner take before initiating discussions around money habits? How do you prompt these kinds of conversations? Are there scenarios where couples should not merge their finances?
    For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com.
    Check out our other related episodes:
    Discussing Finances with Your Life Partner
    How to Build Wealth With Your Partner

    • 24 min
    Demystifying Diworsification: Navigating the Debate Between Active and Passive Investing

    Demystifying Diworsification: Navigating the Debate Between Active and Passive Investing

    What is Diworsification? Why are index funds so popular? Today we jump into the debate of passive versus active investing and consider what investors should understand about these different investing styles. What should investors understand before purchasing an index fund? What are reasons to have an active investment strategy? What should you ask before hiring an active manager? Bill provides perspective from his 40+ year career in investing on what he has seen work when it comes to defining your investment strategy and his thoughts on the prevalence of index funds.
    For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com.
    Check out our other investing episodes:
    How Do I Invest My Own Money?
    How Do You Invest?
    Finding the Right Investing Style for You
    Investing in Common Stock, Part One
    Investing in Common Stock, Part Two
    Is Investing in the Stock Market the Same as Gambling?
    Intro to Investing

    • 39 min
    5 Reasons Why You Should Have an Abundance Mentality

    5 Reasons Why You Should Have an Abundance Mentality

    We revisit one of the core principles of Creating Wealth that is fundamental to wealth building: an abundance mentality. We discuss five reasons why you should have an abundance mentality and share our recent thoughts and advice in implementing this within your financial life.
    For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com.
    Check out the other episodes we mentioned today.
    Your Health and Your Wealth
    Your Financial Mindset
    Having an Abundance Mentality
    The Seduction of Pessimism and the Power of Optimism
    Other resources we mentioned:
    The Artists Way by Julia Cameron
    Twin Study on Netflix
    Joseph Campbell, mythologist

    • 34 min
    Finance 401

    Finance 401

    Today, we cover the four different forms of finance that are essential to understand in your wealth building journey.
    For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com.

    • 3 min
    Beware of the Magic Bullet: The Fundamentals to Creating Wealth

    Beware of the Magic Bullet: The Fundamentals to Creating Wealth

    What are the signs you are considering a magic bullet? We discuss why people are drawn to magic bullets when it comes to personal finance and share stories of how to identify them and understand them. What really matters when it comes to creating wealth? We share practical tips on how to implement the fundamentals to wealth building.
    For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com. 
    Check out our last episode on elevating your career.
    The first of our crypto two-parter.
    Remember to invest, not speculate.
    Blackrock CEO says retiring by age 65 is crazy.
    The National Association of Realtors settled a lawsuit that could up-end the way real estate agents are paid.
    It's about time in the market, not timing the market.

    • 34 min

Customer Reviews

4.9 out of 5
16 Ratings

16 Ratings

worrfle ,

Amazing

So I will be honest, I only listened to this because I slightly know the guy who does the disclaimer on the show (he has a great voice and a slight Texan accent). But wow! I learned to much. This is brilliant. I have never seen someone with such an ability to break down complex investment topics into a something I can understand. To be real, I still haven’t seen it, but I have heard I now. Thank you Bill and Anastasia! This is amazing. #bestpodcastever

Deanskji ,

Education for the Financially Curious and Uninformed

This podcast gives financial advice for those who never got it in school or from their family, through the unique lens of a father-daughter dynamic.

How do I build a balanced budget? How do I save for long term goals? Should I invest in stocks? What should my financial ethics be? If you’re transitioning to a point in your life where you have money, but don’t know what to do with it, this podcast will help answer these types of questions.

I also appreciate that this podcast has more of a conversational flow, a millennial daughter asking her father’s advice considering his career in finance, rather than a stuffy professorial monologue. Keeps it fun and light hearted.

Plus, if you have any questions/topics you want covered, they’ll take requests!

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