The Financial Purpose Podcast

Dale Shafer II, CFP®, CBEC®, APMA®
  • 5,0 (2)
  • INVESTISSEMENT

Straight talk about aligning your financial purpose to Business, Money, and Investing.

  1. EP 99: 99 Problems—One Plan: How Prioritizing Turns Chaos into Progress

    10 SEPT.

    EP 99: 99 Problems—One Plan: How Prioritizing Turns Chaos into Progress

    Episode 99 is for anyone who’s ever wished for “just one normal day.” Dale breaks down how a simple, living plan turns constant fires—cash-flow squeezes, debt, surprise bills, hiring/retention, leadership blind spots—into clear priorities and momentum. You’ll hear practical ways to separate reserves from operating cash (think Profit First–style buckets), choose growth with eyes wide open, time-block for your best brain hours, and use compounding small actions to knock out the biggest problems first. You’ll learn: The “money mechanics” checklist: cash flow, debt, surprises, insurance gaps When to scale vs. when to stabilize How prioritization + time-blocking beat procrastination and shiny objects Why every person (W-2 or founder) should run their life like a business How a real plan reduces fires, builds confidence, and accelerates wins Questions about starting your plan? Visit LifeMovesWealth.com or email info@lifemoveswealth.com.

    31 min
  2. EP 98: What a Fed Rate Cut Could Mean for You

    3 SEPT.

    EP 98: What a Fed Rate Cut Could Mean for You

    The Federal Reserve is widely expected to cut interest rates at its September 2025 meeting. But what does that really mean for the economy—and more importantly, for your financial plan? In this episode of the Financial Purpose Podcast, Dale Shafer breaks down: The current economic backdrop of slowing job growth, sticky inflation, and political pressure. Why the Fed cuts rates—and what it signals about the health of the economy. How stocks, bonds, currencies, and commodities could respond in the short term. What investors, retirees, and business owners should consider when adjusting strategy. Rate cuts can feel like good news, but they also signal potential cracks in the economy. Tune in to learn how to navigate the noise and align your financial decisions with your long-term goals.

    37 min
  3. EP 97: Your 10-Minute Wealth Checkup: 5 Simple Steps to Financial Clarity

    27 AOÛT

    EP 97: Your 10-Minute Wealth Checkup: 5 Simple Steps to Financial Clarity

    In this episode of the Financial Purpose Podcast, host Dale Shafer shares a practical and fast way to get a snapshot of your financial health. Forget hours of spreadsheets, calculators, and jargon—this is a 10-minute wealth checkup you can do today. Dale walks you through five key areas to review—cashflow, emergency savings, debt, retirement contributions, and risk protection—offering a quick test, a helpful tip, and a next step for each. This simple process will help you uncover gaps, identify opportunities, and make sure your financial pulse is strong and steady.

    35 min
  4. EP 96: Stick to Your Guns: 5 Business Boundaries You Can’t Afford to Break

    20 AOÛT

    EP 96: Stick to Your Guns: 5 Business Boundaries You Can’t Afford to Break

    In business, small compromises can lead to big problems. In this episode of the Financial Purpose Podcast, Dale Shafer shares five critical areas where you must hold your ground: pricing, values, integrity, contract terms, and time. Learn how to protect your business from scope creep, eroded margins, and damaged reputation—while attracting the right clients, partners, and opportunities. If you’ve ever felt pressure to “just this once” give in, this episode will give you the clarity and confidence to say no without losing sight of your long-term goals.

    30 min
  5. EP 95: Productive, Not Just Busy: 5 Ways to Take Control of Your Time

    13 AOÛT

    EP 95: Productive, Not Just Busy: 5 Ways to Take Control of Your Time

    In Episode 95, Dale Shafer gets real—talking to himself (and to you) about the pressure of being overwhelmed and overscheduled. From managing client meetings to running a nonprofit and learning Italian, Dale shares five proven strategies to stay productive when life gets chaotic. Whether you’re burning out or just trying to stay ahead, this episode offers a practical framework to regain focus and protect your energy. Listen in and learn how to prioritize ruthlessly, time block with intention, say no with confidence, clear mental clutter, and start and end each day with purpose.

    41 min
  6. EP 94: Where Real Financial Advice Lives: Your Money & Your Life

    6 AOÛT

    EP 94: Where Real Financial Advice Lives: Your Money & Your Life

    In Episode 94, Dale Shafer dives into what real financial advice looks like — and it’s not just spreadsheets, charts, or market commentary. It’s the messy, beautiful intersection of money and life. Building on the conversation from Episode 92 with Carl Richards, Dale shares client stories that show how powerful financial planning becomes when it starts with emotions, values, and goals — not just numbers. From jet skis to career changes to grief and loss, this episode explores how money conversations can support life’s biggest decisions.

    43 min
  7. EP 93: Real Financial Advice: It’s More Than Just a Portfolio

    30 JUIL.

    EP 93: Real Financial Advice: It’s More Than Just a Portfolio

    In Episode 93, Dale Shafer gets real about the uncomfortable truths in traditional financial advising. After a recent client conversation that questioned the value of personalized advice versus a low-cost online investment platform, Dale breaks down exactly what makes Life Moves Wealth — and the BOSS Method — different. He dives into what real financial planning looks like: aligning your wealth with your life purpose, engaging in multi-generational conversations, navigating complex tax planning, and making space for emotional, human-centered decisions. If you’re wondering whether your advisor is truly working for you, this episode is a must-listen.

    39 min
  8. EP 92: The Power of Conversation: Carl Richards on Money, Meaning, and Behavior

    23 JUIL.

    EP 92: The Power of Conversation: Carl Richards on Money, Meaning, and Behavior

    In this episode, Dale welcomes a very special guest—Carl Richards of The Behavior Gap. Known for his New York Times column and iconic financial sketches, Carl shares the story behind his new book, Your Money: Reimagining Wealth Through 101 Simple Sketches. Together, Dale and Carl explore the emotional and behavioral side of money, the illusion of financial certainty, and the importance of starting meaningful conversations around values, goals, and financial decisions. This isn’t just about spreadsheets—it’s about the human experience of wealth. 🔗 Get the Friends of Carl excerpt: hello@behaviorgap.com 📘 Preorder Carl’s book: https://www.amazon.com/Your-Money-Reimagining-Wealth-Sketches/dp/1804091715 Carl Richards Social Links: https://instagram.com/behaviorgap https://www.linkedin.com/in/thinkingcarl/ https://x.com/behaviorgap

    35 min
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À propos

Straight talk about aligning your financial purpose to Business, Money, and Investing.

Informations

  • Création
    Dale Shafer II, CFP®, CBEC®, APMA®
  • Années d’activité
    2023 - 2025
  • Épisodes
    99
  • Classification
    Tous publics
  • Copyright
    © Copyright Dale Shafer II, CFP®, CBEC®, APMA®
  • Site web de l’émission
    The Financial Purpose Podcast