12 episodes

Equipping you to have the right conversations about money.
The Financial Wheel is here to equip you, not tell you what to do or offer worn-out tips and tricks. It is designed to encourage you to have conversations about money.

The Financial Wheel Podcast Allison Spielman Advisors

    • Business

Equipping you to have the right conversations about money.
The Financial Wheel is here to equip you, not tell you what to do or offer worn-out tips and tricks. It is designed to encourage you to have conversations about money.

    Deciding to Work with a Financial Advisor

    Deciding to Work with a Financial Advisor

    Dave Nelson and Stacy Harris are thinking it may be time to sit down with a financial advisor. They think the time is right but they're not sure. They don't know what to expect when they meet with the advisor and they are more than a little nervous about opening up their financial lives. Listen in as Thom addresses their questions and assures them that their pre-meeting jitters are much scarier than the actual meeting will be.

    To learn more, go to http://financialwheel.net

    • 40 min
    Gaining Control of Your Cash Flow

    Gaining Control of Your Cash Flow

    If you are like most people, you failed when you tried to track your expenses to gain control of your cash flow. Not surprising - it’s a pain to do and it really just tells you where your money went. What you need is a system that helps you plan where you are going to spend the money you have right now. My guest, Doug Peterson, will tell about just such a system and give you some great ideas to help you get started.

    • 28 min
    Never Pay for an Airline Ticket Again

    Never Pay for an Airline Ticket Again

    Would you like to fly to Europe or Asia on business class for free. It’s easier to do than you might think. In this episode, my guests, Michael Kauffman and Kyle Romesco-Kelly share some of the ways they have been flying both domestically and internationally for years without paying a penny for a ticket. You will learn some simple ways to quickly build up your travel points and ways to effectively use those points.
    To learn more and get transcripts of this episode and more, go to http://financialwheel.n

    • 29 min
    Brad Allen

    Brad Allen

    When is comes to life insurance products, what you don’t know can hurt you. So, don’t avoid this episode just because it is about insurance. My guest, Brad Allen, CFP®️, shares straight-forward information that will help you decided how much life insurance you should have and what type of life insurance policy will work best for you.

    • 1 hr 6 min
    Lenora Edwards

    Lenora Edwards

    We start this episode with a story about a young woman who thought she had to make a job decision but soon realized she was making a values decision. My guest is Lenora Edwards; a business owner who does business development consulting for entrepreneurs & executives. Lenora and I explore the lessons from our opening story about creating life balance in this “Hub” conversation.

    To learn more and get transcripts of this episode and more, go to http://financialwheel.net

    • 47 min
    Savings: Short, Mid & Long Term Saving

    Savings: Short, Mid & Long Term Saving

    Thom Allison and Jessica Kirwin of Allison Spielman Advisors discuss some strategies for saving money in the short, mid and long term time frames.

    To learn more and get transcripts of this episode and more, go to http://financialwheel.net

    • 51 min

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