Mark's Money Mind

Mark Trautman
  • 5.0(65개의 평가)
  • 투자
Mark's Money Mind

This educational personal finance show combines money lessons, timely topics, personal stories, and community wisdom to help listeners and viewers master their finances to enjoy a stress free life of financial freedom.

  1. 3일 전

    Navigating Job Loss: Essential Tips | Episode 036

    In this episode Mark broadcasts from the cruise ship Silver Nova off the coast of Australia.  Mark addresses the critical steps to take if you or someone you know is laid off. Topics include understanding severance packages, health insurance options like COBRA, applying for unemployment benefits, managing emergency funds, consolidating retirement accounts, and reassessing financial priorities.  Mark emphasizes focusing on controllable aspects and maintaining a positive outlook during such transitional periods. If you would like your question answered on the show, please send an email to Mark@MarksMoneyMind.com and put “podcast question” in the subject line. Episode Links: Mark’s Money Mind YouTube Channel Timestamps: 00:58 Navigating Job Loss: Initial Steps 01:35 Understanding Severance Packages 03:21 Health Insurance Options After Layoff 07:25 Managing Finances During Unemployment 09:36 Rolling Over Retirement Accounts 11:40 Finding New Opportunities 13:23 Episode Summary and Final Thoughts

    18분

  2. 11월 9일

    Insights from FI Freedom Retreat with Alan & Katie Donegan and Rachel Richards | Episode 035

    This episode takes place at the FI Freedom Retreat in Bali, Indonesia. Speakers Alan & Katie Donegan and Rachel Richards (Money Honey Rachel) share insights aligning personal identity with life vision.  Discussions include the impact of self-perception on achieving goals, the benefits of financial freedom during life's challenges, and practical exercises to align one's identity with desired life outcomes.  The episode encourages listeners to explore their identity, envision their ideal futures, and seek personal growth for a fulfilling financially independent life. If you would like your question answered on the show, please send an email to Mark@MarksMoneyMind.com and put “podcast question” in the subject line. Episode Links: Mark’s Money Mind YouTube Channel FI Freedom Retreat EconoMe Conference Presentation - Alan & Katie Donegan Lifestyle Design - Rebel Donegans Vision Guide PDFs Rebel Finance School 2024 - Full Playlist Money Honey Rachel - Passive Income Starter Kit Timestamps: 00:32 FI Freedom Retreat Highlights 02:08 Meet the Dynamic Duo: Alan and Katie 03:27 Rachel Richards: Money Honey Rachel 03:48 Exploring Identity and Vision 04:20 The Power of Self-Perception 07:40 Introversion and Finding Your Tribe 09:57 Rachel's Hypothesis for Happiness 16:57 Journaling Prompts for Self-Discovery 20:15 Creating an Extraordinary Life 23:41 Creating a Vision for Life 24:13 Personal Experiences and Reflections 24:34 Exploring Life Areas and Comfort Zones 26:15 The Power of Discomfort 31:12 Aligning Identity with Vision 33:50 Key Takeaways and Final Thoughts

    39분

  3. 10월 30일

    From Colorado to Bali: Travel and Money Tips | Episode 034

    In this week's episode Mark broadcasts from Bali, Indonesia, sharing his travel experiences and providing a comprehensive guide on organizing international trips both financially and logistically.  He discusses using platforms like Booking.com for lodgings, redeeming points for flights and accommodations, and the benefits of eSIMs for cell phone usage. Mark also covers the importance of VPNs, Apple Pay for secure transactions, forwarding calls to Google Voice, and effective methods to manage jet lag using the Timeshifter app.  Whether you're planning a trip to Indonesia or any international destination, Mark's insights on travel tips and financial strategies offer valuable advice for a seamless journey. If you would like your question answered on the show, please send an email to Mark@MarksMoneyMind.com and put “podcast question” in the subject line. Episode Links: Mark’s Money Mind YouTube Channel Booking.com for accommodations Timeshifter App for reducing jet lag Airalo for eSIMs Google Voice for call forwarding WhatsApp for texting Grab and GoJek for transportation and delivery Timestamps: 00:00 Welcome to Mark's Money Mind from Bali 01:04 Travel Tips for a Smooth Journey 02:14 Booking Accommodations and Using Points 04:44 Navigating Flights and Packing Tips 11:43 Managing Money While Traveling 15:35 Staying Connected Abroad 20:41 Getting Around in Foreign Count

    27분

  4. 10월 23일

    Estate Planning Insights and Listener Question | Episode 033

    In this episode Mark broadcasts one last time from Crested Butte, Colorado, before embarking on a two-month journey to Bali, Singapore, Australia, and New Zealand. This episode focuses on essential aspects of estate planning, such as the importance of wills, powers of attorney, healthcare directives and possibly a trust.  Mark shares personal experiences, including updating his estate plan after significant life events, and offers valuable insights into managing estates and guardianship. Real-life examples highlight the severe consequences of inadequate estate planning.  Additionally, Mark answers a listener question regarding calculating savings rates. Episode Links: Mark’s Money Mind YouTube Channel Love, Loss, and Money: The Shocking Financial Aftermath of a FI Spouse’s Death | Amy (ChooseFI Episode 476) Timestamps: 00:24 Upcoming Adventures and Recording Plans 01:14 Estate Planning: An Overview 01:35 The Importance of Updating Your Estate Plan 04:12 Components of an Estate Plan 04:49 Living Trusts vs. Simple Wills 10:39 The Role of a Durable Power of Attorney 12:33 Healthcare Documents in Estate Planning 15:34 Beneficiary Designations and Their Importance 17:30 Heart-Wrenching Real-Life Stories 21:10 Costs of Estate Planning 22:47 Steps to Start Your Estate Plan 24:19 Listener Question: Saving Percentages 27:14 How to Calculate Your Savings Rate

    33분

  5. 10월 16일

    The Fun Bucket: Transforming Savings into Enjoyment in Retirement | Episode 032

    In this episode of Mark dives into the ‘Fun Bucket' strategy with Kevin Sebesta, exploring how retirees can transition from a saving to a spending mindset. Originally discussed on the Forget About Money podcast hosted by David Baughier, the concept involves allocating funds specifically for enjoyable activities to facilitate guilt-free spending.  The episode covers practical steps to implement the Fun Bucket, balancing financial security with personal enjoyment, and the long-term benefits of investing in experiences that create lasting memories. Discussions include managing retirement assets, planning for different life stages, and navigating generational wealth.  Listeners receive valuable insights on overcoming the psychological barriers of spending and making the most of their retirement years. If you would like your question answered on the show, please send an email to Mark@MarksMoneyMind.com and put “podcast question” in the subject line. Episode Links: Mark’s Money Mind YouTube Channel Forget About Money YouTube Channel Life In Fire blog The Fun Bucket - Overcoming the Frugality Mindset Timestamps: 00:25 Guest Appearance on Forget About Money Podcast 01:07 Understanding the Fun Bucket Concept 02:08 Implementing the Fun Bucket Strategy 06:23 Challenges of Shifting Mindsets in Retirement 10:05 Real-Life Applications and Experiences 13:02 Managing and Replenishing the Fun Bucket 18:18 Living Life to the Fullest with Financial Freedom 29:44 Balancing Excess and Enjoyment 30:24 Creating Memory Dividends 32:49 Generational Wealth and Spending 38:10 Retirement Planning vs Financial Planning 39:54 Implementing the Fun Bucket 43:42 Travel and Community Experiences 48:59 Managing Retirement Funds

    55분

  6. 10월 11일

    Educating the Next Generation to Achieve Financial Freedom | Episode 031

    In this episode Mark responds to a listener's email about how to teach financial literacy to high school students and children. Mark emphasizes the importance of simplifying finance concepts, highlighting his motto: 'Make Some, Save and Invest, Live on the Rest.'  He recounts personal stories to illustrate industriousness, saving, investing, and conscious spending as vital components of financial freedom. He also encourages involving children in financial conversations and shares recommended reading for financial literacy. If you would like your question answered on the show, please send an email to Mark@MarksMoneyMind.com and put “podcast question” in the subject line. Episode Links: Mark’s Money Mind YouTube Channel Financial Literacy Course The Wonder of Compounding | Episode 011 WSJ article “Changing Jobs Can Put a $300,000 Dent in Retirement Savings” 10/7/24 I Will Teach You to be Rich - by Ramit Sethi The Simple Path to Wealth - by JL Collins Raising Your Money-Savvy Family for Next Generation Financial Independence - by Carol Pittner and Doug Nordman Timestamps: 00:27 Listener's Email: Financial Education for the Next Generation 02:51 Teaching Financial Independence: Make Some 08:40 Teaching Financial Independence: Save and Invest 22:07 Teaching Financial Independence: Live on the Rest 27:55 Recommended Reading and Final Thoughts _______________ As an Amazon Associate this show earns income from qualifying purchases. Affiliate links do not increase your costs, and we will only link to products or services that we are familiar with and that we feel may deliver value to you. The modest income received from affiliate links helps support the cost of running and managing this show.

    33분

  7. 10월 4일

    Exploring Secure Retirement Income and Strategies with Kevin Sebesta | Episode 030

    In this episode, Mark and special guest Kevin Sebesta discuss retirement planning strategies after attending a Rock Retirement Club event in Grapevine, Texas.  The discussion emphasizes the concept of secure retirement income as an alternative to the 4% rule commonly discussed in the FI/RE (Financial Independence/Retire Early) community.  Key topics include the importance of secure income sources like social security, pensions, and annuities to cover essential retirement costs, the nuances between different retirement strategies such as total return portfolios and guardrails, and the personal decision-making process around when to claim social security.  The episode also highlights the importance of flexibility and adapting financial plans as personal circumstances and preferences change over time. If you would like your question answered on the show, please send an email to Mark@MarksMoneyMind.com and put “podcast question” in the subject line. Episode Links: Mark’s Money Mind YouTube Channel Life in FIRE Rock Retirement Club The Retirement and IRA Show Forget About Money - Fun Bucket episode with Mark & Kevin Social Security website Immediate Annuities - Advanced Annuity Calculator Timestamps: 00:21 Special Guest: Kevin Sebesta 00:59 Rock Retirement Club Event Recap 01:36 Understanding Secure Retirement Income 02:40 The 4% Rule and Financial Independence 04:12 Exploring Annuities and Lifetime Income 08:38 Essential Retirement Expenses 15:16 Fun Bucket and Financial Planning 18:59 Claiming Social Security and Survivor Benefits 20:32 Optimal Age for Social Security 22:07 Claiming Strategies for Couples 26:15 Social Security Myths and Realities 27:35 Planning for Retirement Income Gaps 32:57 Adjusting Retirement Plans 36:31 Balancing Math and Comfort in Retirement 37:47 Final Thoughts and Future Plans

    40분

  8. 9월 25일

    Interest Rate Cuts & The Yield Curve | Episode 029

    In this episode Mark delves into the recent decision by the Federal Reserve to lower interest rates by 50 basis points. Mark discusses the broader implications these changes could have on the economy, inflation, and various interest rates.  From the complexities of the yield curve to what it means for savings accounts and mortgage rates, Mark offers a comprehensive breakdown to help listeners understand these financial dynamics.  If you would like your question answered on the show, please send an email to Mark@MarksMoneyMind.com and put “podcast question” in the subject line. Episode Links: Mark’s Money Mind YouTube Channel The Federal Reserve Explained - Monetary Policy US Treasury Yield Curve Graph Understanding the Yield Curve - Charles Schwab Timestamps: 00:27 Relocation Updtae 03:33 Understanding the Federal Reserve's Rate Cut 08:45 Explaining the Yield Curve 14:40 Impact of Rate Changes on Different Financial Instruments

    22분
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예고편

5
최고 5점
65개의 평가

소개

This educational personal finance show combines money lessons, timely topics, personal stories, and community wisdom to help listeners and viewers master their finances to enjoy a stress free life of financial freedom.

정보

  • 제작진
    Mark Trautman
  • 방송 연도
    2024년
  • 에피소드
    37
  • 등급
    전체 연령 사용가
  • 저작권
    © 2024 Mark's Money Mind
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    Mark's Money Mind

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