Be Wealthy & Smart
Episodes
158: Listener Question - Real Estate Re-Fi
22 Jul 2016
Contributed by Lukas
Learn why a 30 year mortgage can be better than a 15 year mortgage when investing in real estate. Here is our listener question this week: Hi Linda, Y...
157: Cycles in Bonds and Silver
20 Jul 2016
Contributed by Lukas
Learn what asset is near the top of its cycle and which asset is near the bottom of its cycle. What asset is in a bubble? Bonds - IOU's that pay the i...
156: Air BnB, Masterminds & Mindset
18 Jul 2016
Contributed by Lukas
I went to San Diego a couple of days early and stayed in an Air Bnb for the first time. Moved to a suite at the Westin on Broadway for the mastermind ...
155: Early Retirement, Part 2
15 Jul 2016
Contributed by Lukas
Learn how much money the average worker has saved in retirement, 3 steps to take if you're behind on saving enough, and why you need to prepare for ea...
154: Early Retirement, Part 1
13 Jul 2016
Contributed by Lukas
Learn reasons Americans don't retire when they want to, how many retire unexpectedly, and how confident they are or aren't about affording a comfortab...
153: Basics of Real Estate Transactions with Jules Haas
12 Jul 2016
Contributed by Lukas
Learn about buying your first home, what to look at, and things to avoid so you have a smooth transaction. It starts with having a financial/economic ...
152: Should I Hold Silver in an IRA?
08 Jul 2016
Contributed by Lukas
Listener question Friday - Linda, I used to have a self-directed IRA but closed it. Now I'm planning on opening one up again to invest in things, incl...
151: Below Deck Mediterranean Recap
06 Jul 2016
Contributed by Lukas
Learn all about our trip to Naxos, Greece aboard a 110 ft. yacht which was televised this week and last on the Bravo TV show, Below Deck Mediterranean...
150: Career Reinvention & Entrepreneurship with Pamela Mitchell
30 Jun 2016
Contributed by Lukas
Learn from reinvention expert Pamela Mitchell about how to find your passion, become an entrepreneur and find success. Pamela was called "The Queen of...
149: Crazy Surprise!
27 Jun 2016
Contributed by Lukas
149: Crazy Surprise! Learn what's going on as I pull the curtain back and let you in on what's happening in my personal life. If you've been listening...
148: Brexit Explained
25 Jun 2016
Contributed by Lukas
Learn why the Brexit leave vote won, what it means for Europe and the US and the impact it will have on investments going forward. Brexit is the t...
147: Checking Performance Data to Identify Winning Stocks
22 Jun 2016
Contributed by Lukas
Learn how to analyze stock performance by checking the 1, 5, and 10 year performance numbers. Research is from FORTUNE magazine, June 15, 2016. Too of...
146: 7 Reasons Why LeBron James is a Smart Money Manager
20 Jun 2016
Contributed by Lukas
Learn what smart moves LeBron has made that are very different from other successful pro athletes, high-paid actors and lottery winners. Congratulatio...
145: How are Stock Earnings Forecasts Made?
18 Jun 2016
Contributed by Lukas
Today is Listener Question Day! Brian asks: Dear Linda: Thank you for podcast #125, which brought me back as I began to drift into investing outer spa...
144: 7 Signs Why a Recession May Be Looming
15 Jun 2016
Contributed by Lukas
Learn 7 Signs Why a Recession May Be Looming. 1. Corporate profits are tanking. Corporate profits have been weak since late in 2014 according to JP Mo...
143: Wealth Isn't About Spending Less, It's About Investing
13 Jun 2016
Contributed by Lukas
Learn why wealth building requires investing, that frugality is not what is going to make you rich and the steps to move forward. In financial article...
142: 6 Ways to Have More Money at the End of the Month
11 Jun 2016
Contributed by Lukas
Learn where you're wasting money, what's really causing problems with saving money and 6 ways to have more money at the end of the month. This is list...
141: 4 Steps to Automate Your Personal Finances
08 Jun 2016
Contributed by Lukas
Learn the 4 steps to automate your personal finances and the apps and websites to help you. Interview with Jen Turrell from the "Financial Fluency, Sp...
140: 7 Ways to Raise Financially Fit Kids
06 Jun 2016
Contributed by Lukas
Learn how to raise kids that are financially fit and savvy with money. Interview with Shannon McLay from Financially-blonde.com. Tweet: Financial lite...
139: Asset Allocation
03 Jun 2016
Contributed by Lukas
Today is listener question Friday. I received an email about asset allocation and I thought that would be a good topic to podcast about. Asset allocat...
138: 5 Tips to Overcome Financial Stress
01 Jun 2016
Contributed by Lukas
Learn how to overcome financial stress, why finances can affect your health, what kind of stress money can cause, and how to overcome health issues re...
137: Should I Own a House or Rent?
27 May 2016
Contributed by Lukas
Learn the advantages and disadvantages of renting vs. owning a home, how to decide what's right for you and the ONE thing that should be the deciding ...
136: How Much Money Do You Need to Invest in Stocks?
25 May 2016
Contributed by Lukas
Learn how much money you need to invest in stocks. I worked in the mutual fund industry for most of my career. That's where professional money manager...
135 : How to Choose a Financial Adviser and What Questions to Ask for Investment Advice with Doug Goldstein
23 May 2016
Contributed by Lukas
Learn how to choose a Financial Adviser and what questions to ask for investment advice. Interview with best selling author of Rich as a King, Doug Go...
134: Portfolio Management: How to Protect Your Stock Portfolio - Listener Questions
20 May 2016
Contributed by Lukas
Learn 2 ways you can make money during a stock and/or bond market decline: inverse ETFs and Puts. Listener question: Hi Linda, I've been listening to...
133: 11 Stock Market Terms for Beginners
18 May 2016
Contributed by Lukas
Learn are a few of the important terms you need to know as an investor. 1. What is a stock? Shares in a company. A way to raise capital. It creates we...
132: Icahn Enterprises: Profile of Carl Icahn, Billionaire Investor
16 May 2016
Contributed by Lukas
Learn about billionaire Carl Icahn, how he made his money, what stocks he owns and his outlook on the stock and bond market. Carl Icahn is an 80 year ...
131: Listener Questions - How to Get a Spouse on the Same Page; Broker/Dealers
13 May 2016
Contributed by Lukas
Listener Questions - How to Get a Spouse on the Same Page; Broker/Dealers And now for listener questions... From Jacob: Hi Linda! I just wanted to tha...
130: 3 Reasons for a Roth IRA over a Traditional IRA
11 May 2016
Contributed by Lukas
First, let's see if you qualify for a Traditonal or Roth IRA. Annual contributions to both accounts are the same in 2016 as in 2015 -- up to $5,500 pe...
129: 9 Equity Crowdfunding Questions to Consider Before Investing
10 May 2016
Contributed by Lukas
Learn 9 things to consider before investing in a crowdfunded company, how small investors can be venture capitalists and the 2 classifications to buy ...
128: Investing in Silver and How to Learn Investing Faster
06 May 2016
Contributed by Lukas
Listener QuestionsChristy has 2 questions:Linda,I love your show and I've been binge-listening to old episodes.I've always been really afraid of inves...
127: The Best Credit Card Reward Programs
04 May 2016
Contributed by Lukas
Learn what rewards are available with credit cards, are they worth it, which are best and why it might be something you shouldn't do. Websites mention...
126: 3 Reasons Why Investing is Not Gambling
02 May 2016
Contributed by Lukas
What you'll learn are how investing is different from gambling,how it's similar to gambling and why real investors are far fromgamblers! I just return...
125: Apple: Investing in The Stock vs. The Company (When to Sell a Stock)
30 Apr 2016
Contributed by Lukas
Learn how to separate the stock from the company, what to look for when you buy a stock and why you don't want to judge a stock by how it's done in th...
124: How to Get Rich - 2nd Anniversary Show
27 Apr 2016
Contributed by Lukas
Hello and welcome to my 2nd anniversary show! Yes, it was exactly 2 years ago today when I started the Be Wealthy & Smart podcast. Today I'll share wi...
123: Spending, Saving and Investing for Retirement
25 Apr 2016
Contributed by Lukas
Learn why you want to start saving for retirement the moment you have income and why it should be higher on your priority list than it might be. Last ...
122: Prioritize Your Money
22 Apr 2016
Contributed by Lukas
Learn how to prioritize your spending following the 10 essentials and 6 questions to ask yourself. This will keep you growing your net worth and keep ...
121: What I Learned From Billionaire John Paul DeJoria
20 Apr 2016
Contributed by Lukas
Learn 3 things John Paul DeJoria and other billionaires commonly do. Their habits, thought processes, attitudes. How they evaluate business opportunit...
120: How to Make Money on Amazon (Amazon FBA)
18 Apr 2016
Contributed by Lukas
Learn how to make money on Amazon using Fulfilled by Amazon (FBA). Hear Brad DeGraw's story about starting with $100 and now having many products sell...
119: My Favorite Economic Indicators
16 Apr 2016
Contributed by Lukas
Learn my favorite economic indicators I use to follow the economy. Find out why I don't go to their websites and what they are telling you about the e...
118: What Emotions Are Underlying Credit Card Debt?
15 Apr 2016
Contributed by Lukas
Learn what emotions are underlying credit card debt. How past, present and future emotional fear can cause spending that is out of control. How to cha...
117: Wealth Requires Thinking Outside of the Box
11 Apr 2016
Contributed by Lukas
Learn more about why opportunity cost is a key to your wealth building, how you might have the wealth you want in your backyard and what NOT to do wit...
116: 5 Ways to Make Doing Your Taxes Fun!
07 Apr 2016
Contributed by Lukas
Learn 5 Ways to Make Doing Your Taxes Fun! How to get motivated, work through negative thoughts and get your taxes done with a smile.
115: Don't Build Your Credit Score, Build Your Wealth with Steve Stewart
04 Apr 2016
Contributed by Lukas
Learn why being credit worthy may be more important that your credit score. Interview with Steve Stewart of the Money Plan SOS and No Debt, No Credit,...
114: Why You Should Have a Will with Jules Haas
31 Mar 2016
Contributed by Lukas
Learn why you should have a will, what will happen to your assets if you don't have a will, the government's plan for your assets, what happens with j...
113: Money
23 Mar 2016
Contributed by Lukas
Learn about "Money". How it grows, compounds and builds wealth. The 6 Steps to Wealth. How debt figures into wealth building. Why you MUST invest to b...
112: 5 Reasons Why Paying Off Your Home Mortgage Might Be a Bad Idea
17 Mar 2016
Contributed by Lukas
Learn the pros and cons of paying off your mortgage, why opportunity cost matters and the one reason you might consider all the facts and choose a dif...
111: 3 Ways to Evaluate ETF's vs. Mutual Funds
15 Mar 2016
Contributed by Lukas
Learn the 3 ways to evaluate ETF's vs. Mutual Funds, why the 80/20 rule is important and the most important thing when choosing an investment.
110: 7 Things to Know Before Investing in Individual Stocks
03 Mar 2016
Contributed by Lukas
Learn what to do, what not to do and one example of wealth building that required little money in an individual stock
109: 3 Ways to Prepare for Money Before You Have it
27 Feb 2016
Contributed by Lukas
Learn why "money is like a newborn baby. You have to prepare for it and learn about it BEFORE it arrives. If you wait until after it arrives to start ...
108: 5 Ways to Start a Business
17 Feb 2016
Contributed by Lukas
Learn the 5 things you must do to start a successful business.
107: Make Money with Blogs and Craig's List
11 Feb 2016
Contributed by Lukas
Learn how to make money with blogs and Craig's List
106: 3 Reasons Why a 401k is Your Best Investment
09 Feb 2016
Contributed by Lukas
Learn what typical asset classes are and what they mean, the difference between index funds and managed funds and the 3 reasons why a 401k is likely y...
105: 5 Reasons to Start a Business
29 Jan 2016
Contributed by Lukas
Learn what kind of business is most lucrative now, how to get out of trading hours for dollars and how to create multiple streams of income
104: 5 Easy Ways to Improve Your FICO Credit Score
09 Jan 2016
Contributed by Lukas
Learn the 5 things that go into a FICO score, how to improve your credit while paying off debt, common fallacies about credit scores and why the debt ...
103: 5 Ways to Save Money in 2016
03 Jan 2016
Contributed by Lukas
Learn why it's possible to save 50%, why hiding money from yourself is a good idea, and how to get your employer to give you a raise.
102: How to Know if Stocks are Undervalued or Overvalued
21 Dec 2015
Contributed by Lukas
Learn how to value companies, how to know if the market and individual stocks are overvalued or undervalued.
101: 10 Things to Do When the Stock Market Crashes
12 Dec 2015
Contributed by Lukas
Learn what to do, what not to do, how to be safe and where to put money when the stock market crashes.
100: Stock Market Cycles 2015
12 Dec 2015
Contributed by Lukas
Learn about cycles and the stock market that I've been teaching my inner circle in the Be Wealthy & Smart VIP Experience so you have up to date, impor...
099: The 7 Things I Learned About Money and Wealth Building From My Mom
27 Nov 2015
Contributed by Lukas
Learn the 7 Things I Learned About Money and Wealth Building From My Mom, what to teach kids about money and how to think differently about retirement...
098: Better Money Habits for Millennials
19 Nov 2015
Contributed by Lukas
Learn how to have better money habits, why Millennials are the first generation to be so stressed about money and how better money habits can help.
097: Venture Capital Funding of Instavest
30 Oct 2015
Contributed by Lukas
Learn all about venture capital funding and how and when to get it, from Saleem Khatri of Instavest. Hear his story and learn about Y Combinator, the ...
096: How to Trade Stock Options with Kirk Du Plessis
19 Oct 2015
Contributed by Lukas
Learn what options are and why trade them, strategies that are conservative and Kirk's real experience with the real estate tax cycle increasing.
095: Interview About Fixed Indexed Annuities
29 Sep 2015
Contributed by Lukas
Learn about Fixed Indexed Annuities and the Indexed Annuity Leadership Council with Crystal Cooper.
094: Interview with James Turk, Co-Author of The Money Bubble: What to Do Before it Pops
14 Aug 2015
Contributed by Lukas
Learn from James Turk, co-author of The Money Bubble: What to do before it pops and The Coming Collapse of the Dollar. How government debt got out of ...
093: 5 Reasons Economic Cycles and Bubbles Say Not to Buy Real Estate Now
08 Aug 2015
Contributed by Lukas
How to analyze if real estate is a good investment right now, how to recognize the peak of a bubble and how to understand investment cycles. One o...
092: The #1 Rule for Building (and Keeping) Wealth
29 Jul 2015
Contributed by Lukas
The #1 Rule for Building (and Keeping) Wealth - if you understand it and master it, you're on your way to creating millions. Violate this rule and it ...
091: 5 Things to Do Before Buying a Home
18 Jul 2015
Contributed by Lukas
Learn 5 things to do before purchasing a home, why the debt snowball is not the method to use to improve credit quickly, and how to find a loan office...
090: Why NOT to Invest in 5-Star Rated Mutual Funds
08 Jul 2015
Contributed by Lukas
Learn why 5 star rated mutual funds are not all they are cracked up to be, the dirty little secret Wall Street doesn't want you to know, and what mutu...
089: Investing in Collectibles
23 Jun 2015
Contributed by Lukas
Learn about investing in sports cars and watches. I answer a listener's question and tell you my personal story about how I bought a collector car.
088: 3 Actions to Consider Before the Fed Raises Rates
17 Jun 2015
Contributed by Lukas
Learn who the Federal Reserve is, how they control interest rates, what are the consequences of interest rate hikes and action steps for you to consid...
087: 3 BRAVO TV Reality Stars Who Are Making Big Money and Big Mistakes
22 May 2015
Contributed by Lukas
Learn from 3 BRAVO TV reality stars who are making big money and big mistakes, one listener's success story and how he saved thousands of dollars, and...
086: Set and Accomplish Big Goals with Jeff Hoffman
10 May 2015
Contributed by Lukas
Learn how to set and accomplish huge goals with Priceline co-founder, Jeff Hoffman. Jeff talks about how a dream became the $60 billion company, Price...
085: Guide to ETF and 401k Investing with Miranda Marquit
06 May 2015
Contributed by Lukas
Learn what ETFs are, how they are different from mutual funds, what dollar cost averaging is and why it's important. Interview with Miranda Marquit fr...
084: 3 Ways to Start a Side Hustle Blog
30 Apr 2015
Contributed by Lukas
Learn how Lauren Bowling started a side hustle as a blogger and was able to go full-time. How to create PR for your blog, how to monetize the blog, wa...
083: What is Peer-to-Peer Lending?
29 Apr 2015
Contributed by Lukas
Learn what peer-to-peer lending is, how to invest in loans to maximize investment returns, and how to qualify to pay off debt with a lower interest ra...
082: Authenticating Silver Eagle Coins
20 Apr 2015
Contributed by Lukas
Learn about authenticating Silver Eagle coins.
081: Think Outside the Box for Wealth
17 Apr 2015
Contributed by Lukas
Learn why sometimes arriving in luxury can be the cheapest option.
080: Interview with JV Crum III, Conscious Millionaire
09 Apr 2015
Contributed by Lukas
Learn from JV Crum III how to become a conscious millionaire, discover your purpose, and become a successful entrepreneur.
079: Interview with Mike Swanson, Wall Street Window
08 Apr 2015
Contributed by Lukas
Learn the signs and signals of the stock market topping, why traditional asset allocation no longer works, and how to build wealth in the stock market...
078: Is it Time for a Wealth Makeover?
31 Mar 2015
Contributed by Lukas
Learn what questions to ask yourself to move forward financially, some actionable items that will also move you forward, and the ONE thing you MUST do...
077: Overcoming Adversity for Entrepreneurs
26 Mar 2015
Contributed by Lukas
Learn how Pat Missieux, CEO of Wealthy Women Leaders, overcame adversity to become a successful entrepreneur; the #1 habit of successful entrepreneurs...
076: What are EMV Credit Cards?
20 Mar 2015
Contributed by Lukas
Learn what the new EMV credit cards are, how they work, and how they can affect your international travel.
075: What to Do With Sudden Wealth
05 Mar 2015
Contributed by Lukas
Learn the mindset you must have to maintain your new wealth, common pitfalls to avoid, and how to create your spending and investing plan to maintain ...
074: Interview on Investment Cycles with Garrett Jones
01 Mar 2015
Contributed by Lukas
Learn what investment cycles are telling us now, what's ahead for the US Dollar and global currencies, and where to invest in the future. Esteemed Mon...
073: Where to Invest Short-Term Money
01 Mar 2015
Contributed by Lukas
Learn the differences to consider in short-term and long-term investing, the surprising place you can find high rates, and why long-term investing is...
072: Use the Digit App to Save and Pay Yourself First
20 Feb 2015
Contributed by Lukas
Learn why you should pay yourself first, an easy way to save money with a free app, and what to look out for.
071: The Opportunity Cost of Buying Cars
13 Feb 2015
Contributed by Lukas
Learn the opportunity cost of buying cars, why buying cars too often is a financial problem, and solutions to frequent car buying.
070: Avoid the 5 Money Sinkholes
01 Feb 2015
Contributed by Lukas
Learn what money sinkholes are, how to avoid them, and how to think like an investor not a spender. How NOT to make common big ticket item mistakes, w...
069: Podcasting As a Business with Jason Hartman
01 Feb 2015
Contributed by Lukas
Learn about the ins and outs of podcasting, how Jason Hartman made $10 million podcasting, and why you may want to start your own podcast. Why it's no...
068: Focus on 5 Steps to Create Wealth in 2015
06 Jan 2015
Contributed by Lukas
Learn the 5 spending mistakes, what the top 3% know about goal setting, how to speed up wealth creation, and the one thing you absolutely must do to b...
067: Be Wealthy & Smart Annual Recap
31 Dec 2014
Contributed by Lukas
Learn how to get in the driver's seat with your finances, change your thinking, and receive a special offer only for podcast listeners.
066: Interview with Jason Hartman of Creating Wealth
20 Dec 2014
Contributed by Lukas
The formula to buy property to possibly make 20% to 40% annual returns, whether you should buy single family homes or condos, why he prefers to buy tu...
065: Interview with Kathy Stover
05 Dec 2014
Contributed by Lukas
Learn about how to make money from a side hustle like affiliate marketing with no website required.
064: Make Money With a "Side Hustle"
26 Nov 2014
Contributed by Lukas
Learn what is a "side hustle," why you should have one, and some ideas on how to get started.
063: Interview with Pat Flynn of Smart Passive Income
19 Nov 2014
Contributed by Lukas
Learn how to start a profitable online business, how he automated his website, and hear Pat's big announcement of his next project. You heard it here ...
062: Oscar de la Renta & the 6 Steps to Wealth
05 Nov 2014
Contributed by Lukas
How Oscar de la Renta's life journey paralleled my wealth building formula, the "6 Steps to Wealth."
061: 8 Savvy Financial Moves for George Clooney & Amal Alamuddin
03 Nov 2014
Contributed by Lukas
Learn 8 savvy moves for George Clooney and Amal Alamuddin or any newlywed couple with substantial assets.
060: Interview with Austin Netzley
29 Oct 2014
Contributed by Lukas
Learn how Austin Netzley "retired" at age 27, the first steps to a wealthy mindset, and how to smartly manage your finances.
059: How to Pay Off Debt Quickly and Clean Up Your Credit
29 Oct 2014
Contributed by Lukas
Learn how to quickly improve your credit score, a strategy to pay off student loans, and why I don't agree with the debt snowball method. Interview wi...