ME and Money Podcast

ME and Money Podcast
  • 5.0 (1)
  • Investing
  • Updated Biweekly

Real Money Conversations, Real Financial Planners

  1. May 26

    Episode 50: Feeling Financially Behind

    This week’s episode dives into what we hear a lot of… “I feel behind”. In this episode, we discuss a few things about what causes this feeling, where to start if you’re feeling it, and what you can do to get rid of the feeling. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

    28 min

  2. May 12

    Episode 49: To file a claim, or not to file a claim?

    Over the Spring, Madison WI was hit with some pretty heavy storms, causing a ton of hail and wind damage to cars, roofs, and there have been a lot of losses! In this episode, Matt and Elliott discuss their thoughts (not advice) on when insurance could be used, versus when it may make more sense to just pay out of pocket. Also, a cautionary tale of Storm Chasers! We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

    31 min

  3. Apr 21

    Episode 48 - The Great 529 Plan Debate!

    In this episode, Matt and Elliott have a light-hearted debate about whether or not a 529 Plan is really worth the hype it gets. Elliott highlights the tax advantages, the “flexibility”, and how the 529 Plan can be used for excellent generational planning opportunities. Matt on the other hand… isn’t so fond of these accounts. His stance highlights the limitations on 529 Plans, why they are more of a nuanced topic than they may be portrayed as in the “parenting advice” space, and where he thinks some better opportunities may be. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

    30 min

  4. Apr 7

    Episode 47 - What To Think About Trump Accounts? (aka 530A Accounts)

    A New Year, New Tax Code… simply not enough! Let’s add a new account to the mix! In this episode, Matt and Elliott discuss their takes on the new “Trump” Account. You’ll learn: What better options may be available? How to get your $1,000 free money if eligible!? What to consider about using these accounts? Where the biggest opportunity could be? What we’d like to see added in the future? We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

    23 min

  5. Mar 24

    Episode 46 - Does The Iran War Impact My Investment Decisions?

    With a new conflict in the headlines, we’ve heard many people asking if this means we should be thinking about portfolio changes. In this episode, we will cover: Why rebalancing is important? What an Investment Policy Statement is, and why you should have one? What to do if you’re considering changes? How much change is acceptable in your portfolio? We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

    19 min

  6. Mar 10

    Episode 45 - Live Well (and spend well...) now and later!

    As the saying goes… “you can’t take it with you!”. Join Matt Fizell and Elliott Appel in this week’s episode to hear more about their thoughts on hoarding for the future, being a steward, and “sharing some of that leftover pizza with your friends and family”. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

    31 min

  7. Feb 24

    Episode 44 - When are you not spending enough?

    Save early, save often! That’s what we always here. Or “save more and you could be (insert your favorite cliche)!” Saving is great, but when is it enough? Is it ever “bad” to save? Find out on this week’s episode! Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

    33 min

  8. Feb 10

    Episode 43 - Revisiting Cybersecurity, it's that important!

    Yes, yes… we know! We’ve already done an episode on Cybersecurity! And… we think it’s so important, we’re doing it again! There are always new schemes, scams, and things to be on the lookout for. Didn’t catch our original episode? Check out Episode 17 for all the Cybersecurity goodness! Have anything that you’ve seen, but we didn’t talk about here? We would love to hear about it and put it in our folder of future episode topics! Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com or at www.planwithharmony.com Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com or at www.kindnessfp.com You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

    23 min
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About

Real Money Conversations, Real Financial Planners

Information

  • Creator
    ME and Money Podcast
  • Years Active
    2024 - 2026
  • Episodes
    51
  • Rating
    Clean
  • Show Website
    ME and Money Podcast

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