14 episodes

Welcome to the Healthier Money Podcast. Our mission is to demystify the financial world and help you make smarter decisions with your money to Live Long And Profit!

Join us on this adventure and hopefully along the way you will laugh, learn, and earn.

Thank you for listening!

Healthier Money Healthier Money

    • Business
    • 5.0 • 1 Rating

Welcome to the Healthier Money Podcast. Our mission is to demystify the financial world and help you make smarter decisions with your money to Live Long And Profit!

Join us on this adventure and hopefully along the way you will laugh, learn, and earn.

Thank you for listening!

    Your Health Your Decision | Long Term Care Insurance

    Your Health Your Decision | Long Term Care Insurance

    This is a heart wrencher. Last week Pat was in San Diego and a gentleman he met told him the story of how his mother died. As a family the didn't have the resources for in-home health care and she was placed three an a half hours away in a state facility.  



    To even be placed in the state facility first all her assets had to be spent down to almost nothing. She then was moved into the long term care facility and unfortunately, the facility came under siege from COVID. 



    12 people were infected and 9 passed away including this gentleman's mother.



    Hindsight is 20/20 but there were things they could have put in place had they just known about them.



    Today in the conversation Pat and Kyle get into what Long Term Care Insurance is, what it isn't, and how it could have possibly saved this woman's life. But at a minimum empowered the family to make decisions about her care other than defaulting to the state.



    We hope you enjoy the conversation and as always, Live Long and Profit.



    P.S.

    If you have questions about anything we talked about or just want to see if we can help you with your retirement plans shoot us an email at info@healthiermoney.com.


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    • 25 min
    Changing The Way America Saves | James T Harris

    Changing The Way America Saves | James T Harris

    James T Harris, patriot, thought leader, and host of The Conservative Circus joins us on the podcast today. 

    We get into his perspective on savings,  what he was taught, and how we might be able to look at things differently, among other things.

    You can find out more about James on his website or catch him every morning from 6-10 am. 

    Thank you for your attention, it means the world to us. If you have any questions we would love to answer then on the next podcast. Go to anchor.fm/healthier-money and leave us a voice message, we would love to help you with any financial issue you're dealing with.

    P.s. it would mean the world to us if you left us a review on apple podcast.

    Healthier Money is a financial services company specializing in insurance and annuity based asset protection and tax-free retirement strategies.

    To learn more about how we would design a portfolio contact us at info@healthiermoney.com or visit our website at healthiermoney.com

    Follow us around the web:

    Facebook: https://www.facebook.com/healthiermoney

    Instagram: https://www.instagram.com/healthier_money/

    Podcast: https://anchor.fm/healthier-money

    LinkedIn: https://www.linkedin.com/company/healthiermoney

    Twitter: https://twitter.com/healthier_money

    Website: https://healthiermoney.com/


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    • 51 min
    Hard Work and Humble Beginnings | Christine Wilkinson

    Hard Work and Humble Beginnings | Christine Wilkinson

    Today on the podcast, Dr. Christine Wilkinson. For her full bio see below, however, she is undeniably a force. Our conversation took us from her upbringing to her current position at ASU as Senior Vice President and Sectary of the University. That's the entire university... 

    We couldn't be more honored and excited to have her on the podcast and we hope you enjoy and get as much value from the conversation as we did. 

    Dr. Wilkinson, thank you again!

    Full bio:

    Dr. Christine K. Wilkinson is the Senior Vice President and Secretary of the University; ASU Alumni Association President and CEO; and Managing Director, Trustees of ASU.  Among her other executive roles, Dr. Wilkinson has served as the vice president of student affairs and the university’s interim athletic director on three separate occasions. She is a tenured faculty member in the Division of Educational Leadership and Innovation, Mary Lou Fulton Teacher College.

    Her current community engagement includes serving on the following boards: Valley of the Sun United Way, Southwest Autism Research & Resource Center, Arizona Business Leaders Association, Japanese American National Museum Governors, Pat Tillman Foundation and ASU InvestU.  She is also on the National Leadership Council for Big Brothers Big Sisters of America, and the Arizona Educational Foundation Advisory Board. She is a member of the Arizona Women’s Forum, Charter 100, and ASU Women & Philanthropy.

    Dr. Wilkinson was inducted into the Arizona Women’s Hall of Fame as the first Living Legacy in education and received the Most Admired Leader Lifetime Achievement award from the Phoenix Business Journal.  In 2018, she received the Tempe Community Council’s Don Carlos Humanitarian Award and was selected as one of the Most Influential Business Women by the AZ Business Magazine. She also has received the Tempe Business Woman of the Year from the Tempe Chamber of Commerce, the Valley Leadership Woman of the Year, the CASE Crystal Apple Award, and received additional community awards for leadership and service. Her educational background includes: BA in Education with distinction from ASU, a MA in Education, Counseling Psychology from the University of California at Berkeley, and a PhD in Higher Education Administration from ASU.

    Your comments and feedback are why we do this. Through content, we aim to educate and entertain, if you would please take a second to say “Hi” and let us know what you thought of the video. 

    P.s. it would mean the world to us if you left us a review on apple podcast.

    Healthier Money is a financial services company specializing in insurance and annuity based asset protection and tax-free retirement strategies.

    To learn more about how we would design a portfolio contact us at info@healthiermoney.com or visit our website at healthiermoney.com

    Follow us around the web:

    Facebook: https://www.facebook.com/healthiermoney

    Instagram: https://www.instagram.com/healthier_money/

    Podcast: https://anchor.fm/healthier-money

    LinkedIn: https://www.linkedin.com/company/healthiermoney

    Twitter: https://twitter.com/healthier_money

    Website: https://healthiermoney.com/


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    • 20 min
    Mark Sterling | Advice From A Tax Man

    Mark Sterling | Advice From A Tax Man

    Death and taxes, right?  

    We all know that saying but how many of us really do anything about it?  

    Well, have no fear! Today on the podcast we sit down with Mark Sterling of Sterling Accounting and Tax. He has been a tax professional for over 30 years. At his largest, his firm handled over 4500+ clients from personal tax returns to large corporations and everything in between.  

    Recently Mark has moved his practice and family from Sedona to Phoenix and we had the fortunate opportunity to pick his brain. He drops some knowledge that everyone can use, from how to properly establish your business to minimize your tax liability all while following the law.  

    Check out this episode from the Healthier Money Podcast and as always, Live Long and Profit!  

    If you have any questions please leave us a message! Go to anchor.fm/healthier-money or follow us on the socials and hit us in the DM and we will try and get to your question on the next episode!  

    Thank you as always for your attention and we look forward to seeing you on the next one!    

    Follow us around the web:   

    Facebook: https://www.facebook.com/healthiermoney  I

    nstagram: https://www.instagram.com/healthier_money/  

    Podcast: https://anchor.fm/healthier-money  

    LinkedIn: https://www.linkedin.com/company/healthiermoney  

    Twitter: https://twitter.com/healthier_money  

    Website: https://healthiermoney.com/  

    We have Webinars upcoming and would love for you to be a part to help you master your finances and live long and profit!


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    • 16 min
    Christine Ellis | Inspiring Millions

    Christine Ellis | Inspiring Millions

    It's not every day you get the opportunity to sit across and talk to someone of true character. Christine is one of those people. 

    She is a hard-working no BS woman who is looking out for her people in the city of Chandler.   

    We could not have enjoyed our conversation with her more.   

    Christine is an American public figure and currently running for City Council in Chandler Arizona. To learn more about her and her campaign visit https://christine2020.com/  

    If you have any questions please leave us a message! Go to anchor.fm/healthier-money or follow us on the socials and hit us in the DM!  Thank you as always for your attention and we look forward to seeing you on the next one!  

    Follow us around the web:  

    Facebook: https://www.facebook.com/healthiermoney 

    Instagram: https://www.instagram.com/healthier_money/ 

    Podcast: https://anchor.fm/healthier-money 

    LinkedIn: https://www.linkedin.com/company/healthiermoney 

    Twitter: https://twitter.com/healthier_money 

    Website: https://healthiermoney.com/


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    • 29 min
    Angela Olea | Caring For America

    Angela Olea | Caring For America

    This is special, we had the chance to sit down with Angela Olea. She is an RN and the founder of Assisted Living Locators. Her company helps families find quality living facilities for the loved ones who need assisted living care.

    She started in Arizona and is expanding across the nation providing this extremely necessary and very needed service.

    In the conversation, we get into her background as an RN, how she got the idea to start her business, and how she has been consistently growing and expanding her business.

    Enjoy this amazing conversation with a truly inspiring woman.

    If you have any questions please leave us a message! Go to anchor.fm/healthiermoney or follow us on the socials and hit us in the DM!

    Thank you as always for your attention and we look forward to seeing you on the next one!


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    • 34 min

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