Be Wealthy & Smart

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...

058: Interview with Ryan MIchler, Wealth Anatomy

21 Oct 2014

Contributed by Lukas

Learn the best investments for today's economy, ways to get out of school loan debt, and how to build wealth without having the high income of a docto...

057: Why NOT to Invest in Advertised Stocks

15 Oct 2014

Contributed by Lukas

Learn why advertised stocks are not good investments and what stocks ARE good investments.

056: 5 Reasons NOT to Be a Frugalist

30 Sep 2014

Contributed by Lukas

Learn what a frugalist is, the misnomer about the Millionaire Next Door, and 5 reasons why you should absolutely not be a frugalist!

055: 10 Solid Tips for a Comfortable, No-Worry Retirement

24 Sep 2014

Contributed by Lukas

Learn how 500 retirees realized a solid retirement income, their biggest fear in retirement, and how they retired successfully, even if they didn't st...

054: 5 Mistakes NOT to Make When Buying a Home

17 Sep 2014

Contributed by Lukas

Learn the 5 mistakes NOT to make when buying a home, the secret math formula for staying or moving, what your priorities should be when buying a home,...

053: Chris Brogan Interview

09 Sep 2014

Contributed by Lukas

Learn from Chris Brogan how to find your passion, start a business in your spare time, and get paid doing what you love! Chris is a NY Times Best Sell...

052: Stacking Benjamins Interview with Joe Saul-Sehy

29 Aug 2014

Contributed by Lukas

Learn from humorous podcaster Joe Saul-Sehy why financial experts seem to conflict, how to choose the best expert for your situation, the 3 stages of ...

051: Interview with PT Money

28 Aug 2014

Contributed by Lukas

Learn who PT Money is, his best savings idea, what future trends he sees in financial education for consumers and professionals, and what the fabulous...

050: Invest Profitably in Foreclosures

15 Aug 2014

Contributed by Lukas

Learn secrets to invest profitably in foreclosures, what to traps to avoid, and if this is the right time in the cycle to invest in them.

049: What is Bitcoin?

14 Aug 2014

Contributed by Lukas

Learn what is bitcoin? What happened to it and what is the dark side of bitcoin?

048: How to Invest in a 401(k)

12 Aug 2014

Contributed by Lukas

Learn strategies for growth, how to diversify, and why your 401k should be your first place to invest.

047: What Makes Stocks Go Up?

31 Jul 2014

Contributed by Lukas

Learn the 3 types of investing strategies, the ONE thing that makes stocks go up, and 2 things NOT to do when investing in stocks.

046: How to Recognize the Peak of a Bubble

30 Jul 2014

Contributed by Lukas

Learn the characteristics of the peak of a bubble, what bubbles might be coming soon, and why knowing could be the most important part of your wealth ...

045: Why Silver is the Investment of the Decade

18 Jul 2014

Contributed by Lukas

Learn why silver is the investment of the decade, what "backwardation" means, and why silver deserves a place in your portfolio. Be Wealthy & Smart,...

044: 10 Things to Do With an Inheritance

10 Jul 2014

Contributed by Lukas

Learn: 10 Things to do with a $100,000 inheritance, most common mistakes to avoid, and how to use it to become wealthy. Be Wealthy & Smart,™ is a ...

043: How to Use the Investment Calculator

09 Jul 2014

Contributed by Lukas

Learn why compound interest is key to determining your future wealth, How to use the Investment Calculator, how to estimate compounding without a calc...

042: Why Income is NOT the Way to Get Rich

07 Jul 2014

Contributed by Lukas

Learn why wealth is not about your income, the true way to wealth, and why if you really understand this principle, you will become wealthy. Be Weal...

041: The #1 Reason You Aren't Rich

05 Jul 2014

Contributed by Lukas

Learn the #1 reason you aren't rich, the most important step to move forward, and why you CAN have it all. Be Wealthy & Smart,™ is a personal fina...

040: Design a Business for Your Lifestyle

04 Jul 2014

Contributed by Lukas

Learn how to design a business that is tailored for you, how to determine the business and lifestyle you want, and why you shouldn't just want a milli...