100 episodes

On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.

The Wealth and Income Podcast Wealth Woman & Acorn Grove

    • Business
    • 5.0 • 22 Ratings

On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.

    • video
    Episode 218 - Are You Grateful for Challenges?

    Episode 218 - Are You Grateful for Challenges?

    Challenges in life either make us better or bitter; it is all a matter of choice and perspective.  In this holiday season, we encourage you to be thankful for the times that try you and cause you to grow.

    • 27 min
    • video
    Episode 217 - What Morningstar and the Wall Street Journal Got Wrong

    Episode 217 - What Morningstar and the Wall Street Journal Got Wrong

    The misleading update on the “4% rule.”

    • 30 min
    • video
    Episode 216 - What Are Your Priorities Around Money?

    Episode 216 - What Are Your Priorities Around Money?

    Join us as we walk through some of the key questions to ask when looking at your priorities around money and how to know what is truly important.  
     

    • 30 min
    • video
    Episode 215 - Mary and Eric’s First Grudge Match

    Episode 215 - Mary and Eric’s First Grudge Match

    Join us as we tackle the industry's response to helping Gen Z prepare for retirement.
     
    Referenced link:  Gen Z is 'Soft Saving' for Retirement

    • 29 min
    • video
    Episode 214 - Questions to Ask When the Market Becomes Top-Heavy

    Episode 214 - Questions to Ask When the Market Becomes Top-Heavy

    The important questions to ask and steps to avoid when the "Magnificent 7" are running the show.

    • 23 min
    • video
    Episode 213 - What helps you during the growth phase . . . can kill you during distribution

    Episode 213 - What helps you during the growth phase . . . can kill you during distribution

    None of us have a crystal ball and can't predict market returns 5 years out, much less 5 months out.  That unpredictability can cause major issues when it comes to having more income than birthdays.   Join us as we walk through a concept called sequence of return risk and how it can affect your ability to take income throughout retirement.

    • 24 min

Customer Reviews

5.0 out of 5
22 Ratings

22 Ratings

ST Rapps ,

Great Podcast!

I love the way The Big Wealth podcast covers so many aspects you don't usually hear about in the financial circles (like the Ennegram episodes!!) Great Podcast!

nthompson77 ,

Money that everyone can understand!

I have the privilege of being an advisor within the same company as Mary and Eric and came across their podcast via LinkedIn! Their podcast has been very helpful and is consumable to the point that I share it with clients just for helpful dialogue! Thanks Mary and Eric!

b-o-y-d ,

Super informative

Great podcast for understanding the bigger picture!

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