The Financial Purpose Podcast copertina

The Financial Purpose Podcast

The Financial Purpose Podcast

Di: Dale Shafer II CFP® CBEC® APMA®
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A proposito di questo titolo

Straight talk about aligning your financial purpose to Business, Money, and Investing.Copyright Dale Shafer II, CFP®, CBEC®, APMA® Economia Finanza personale
  • EP 99: 99 Problems—One Plan: How Prioritizing Turns Chaos into Progress
    Sep 10 2025

    Episode 99 is for anyone who’s ever wished for “just one normal day.” Dale breaks down how a simple, living plan turns constant fires—cash-flow squeezes, debt, surprise bills, hiring/retention, leadership blind spots—into clear priorities and momentum. You’ll hear practical ways to separate reserves from operating cash (think Profit First–style buckets), choose growth with eyes wide open, time-block for your best brain hours, and use compounding small actions to knock out the biggest problems first.

    You’ll learn:

    • The “money mechanics” checklist: cash flow, debt, surprises, insurance gaps

    • When to scale vs. when to stabilize

    • How prioritization + time-blocking beat procrastination and shiny objects

    • Why every person (W-2 or founder) should run their life like a business

    • How a real plan reduces fires, builds confidence, and accelerates wins

    Questions about starting your plan? Visit LifeMovesWealth.com or email info@lifemoveswealth.com.

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    31 min
  • EP 98: What a Fed Rate Cut Could Mean for You
    Sep 3 2025

    The Federal Reserve is widely expected to cut interest rates at its September 2025 meeting. But what does that really mean for the economy—and more importantly, for your financial plan?

    In this episode of the Financial Purpose Podcast, Dale Shafer breaks down:

    • The current economic backdrop of slowing job growth, sticky inflation, and political pressure.

    • Why the Fed cuts rates—and what it signals about the health of the economy.

    • How stocks, bonds, currencies, and commodities could respond in the short term.

    • What investors, retirees, and business owners should consider when adjusting strategy.

    Rate cuts can feel like good news, but they also signal potential cracks in the economy. Tune in to learn how to navigate the noise and align your financial decisions with your long-term goals.

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    37 min
  • EP 97: Your 10-Minute Wealth Checkup: 5 Simple Steps to Financial Clarity
    Aug 27 2025

    In this episode of the Financial Purpose Podcast, host Dale Shafer shares a practical and fast way to get a snapshot of your financial health. Forget hours of spreadsheets, calculators, and jargon—this is a 10-minute wealth checkup you can do today. Dale walks you through five key areas to review—cashflow, emergency savings, debt, retirement contributions, and risk protection—offering a quick test, a helpful tip, and a next step for each. This simple process will help you uncover gaps, identify opportunities, and make sure your financial pulse is strong and steady.

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    35 min
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