The Financial Purpose Podcast
By Dale Shafer II, CFP®, CBEC®, APMA®
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Image by Dale Shafer II, CFP®, CBEC®, APMA®
Category: Investing
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Episodes: 99
Description
Straight talk about aligning your financial purpose to Business, Money, and Investing.
| Episode | Date |
|---|---|
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EP 99: 99 Problems—One Plan: How Prioritizing Turns Chaos into Progress
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Sep 10, 2025 |
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EP 98: What a Fed Rate Cut Could Mean for You
|
Sep 03, 2025 |
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EP 97: Your 10-Minute Wealth Checkup: 5 Simple Steps to Financial Clarity
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Aug 27, 2025 |
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EP 96: Stick to Your Guns: 5 Business Boundaries You Can’t Afford to Break
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Aug 20, 2025 |
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EP 95: Productive, Not Just Busy: 5 Ways to Take Control of Your Time
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Aug 13, 2025 |
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EP 94: Where Real Financial Advice Lives: Your Money & Your Life
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Aug 06, 2025 |
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EP 93: Real Financial Advice: It’s More Than Just a Portfolio
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Jul 30, 2025 |
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EP 92: The Power of Conversation: Carl Richards on Money, Meaning, and Behavior
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Jul 23, 2025 |
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EP 91: Avoiding the Estate Planning Trap: Coordination is Everything
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Jul 16, 2025 |
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EP 90: Succession Planning: Defining Your Next Chapter
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Jul 09, 2025 |
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EP 89: Secure the Business, Build the Wealth: The “S” in the BOSS Method
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Jul 02, 2025 |
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EP 88: Optimize: Making Your Business Work for You
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Jun 25, 2025 |
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EP 87: Be the Boss: Building a Business That Builds Your Wealth
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Jun 18, 2025 |
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EP 86: Sick of Bad Advice: Debunking Viral Financial Myths
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Jun 11, 2025 |
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EP 85: The Cost of Doing This vs. That: Making Smarter Financial Decisions
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Jun 04, 2025 |
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EP 84: 10 Minutes Early: The Mindset Behind Building Leaders and Second Chances
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May 28, 2025 |
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EP 83: 10 Lessons from 10 Years as a Financial Advisor
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May 21, 2025 |
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EP 82: Breaking the Burnout Loop: How to Reclaim Your Business and Your Time
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May 14, 2025 |
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EP 81: Where Should Your Next Dollar Go? 10 Steps to Build a Strong Financial Foundation
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May 07, 2025 |
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EP 80: Know Your Numbers: How to Build a KPI Dashboard That Drives Growth
|
Apr 16, 2025 |
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EP 79: Cash Flow Is King – Making Working Capital Work for You
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Apr 09, 2025 |
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EP 78: Tariffs and Turbulence: What “Liberation Day” Could Mean for Your Money
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Apr 02, 2025 |
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EP 77: Stop Hustling. Start Building. Introducing the B.O.S.S. Method™
|
Mar 26, 2025 |
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EP 76: Market Volatility, Tariffs & Smart Investing Amid Uncertainty
|
Mar 19, 2025 |
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EP 75: Why It Pays to Prepare: Financial & Exit Planning for Business Owners
|
Mar 12, 2025 |
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EP 74: Value Investing 101: How to Spot Undervalued Stocks and Build Long-Term Wealth
|
Feb 19, 2025 |
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EP 73: Roth IRA Conversions: Maximize Tax Savings & Retirement Growth
|
Feb 12, 2025 |
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EP 72: Breaking the Myths About Billionaires, Taxes, and Wealth Strategies
|
Jan 29, 2025 |
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EP 71: Breaking Free from Indecision: Overcoming Decision Paralysis in Business and Finance
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Jan 22, 2025 |
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EP 70: The Power of Mentorship: Lessons from Life’s Bumpers
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Jan 15, 2025 |
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EP 69: Busting Money Myths and Financial Conspiracies
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Jan 08, 2025 |
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EP 68: Kickstart 2025: Financial Power Moves for a Stronger Year
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Jan 01, 2025 |
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EP 67: Business Chaos and Clarity: Building Stronger Foundations
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Dec 19, 2024 |
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EP 66: Santa Claus Rally: What It Means for Your 2025 Investments
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Dec 11, 2024 |
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EP 65: Aligning Values for Life and Leadership with Ann Sheu of Mpowered Journey
|
Dec 04, 2024 |
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EP 64: Year-End Financial Planning: Priorities for Success in 2025
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Nov 27, 2024 |
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EP 63: Navigating Business Transitions with Tom Bronson
|
Nov 06, 2024 |
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EP 62: Financial Insights from Reddit: Dale’s Take on Real-Life Money Questions
|
Oct 30, 2024 |
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EP 61: Breaking the Cycle: Understanding Your Money Scripts
|
Oct 23, 2024 |
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EP 60: Untangling Medicare: What You Need to Know
|
Oct 09, 2024 |
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EP 59: Emotional Hijacks: How Biases and Feelings Shape Your Financial Decisions
|
Oct 02, 2024 |
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EP 58: Exit Planning: It’s About Running the Race, Not Just Crossing the Finish Line
|
Sep 26, 2024 |
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EP 57: Balancing Now and Later: Retirement Plans for Today and Tomorrow
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Sep 18, 2024 |
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EP 56: Investment Minimums: How Much Do You Really Need to Start Investing?
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Sep 11, 2024 |
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EP 55: Maximizing Wealth: A Deep Dive into Real Estate 1031 Exchanges
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Sep 04, 2024 |
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EP 54: Answering Your Top 10 Financial Planning Questions
|
Aug 28, 2024 |
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Ep 53: A Comprehensive Economic Overview with Dale Shafer
|
Aug 21, 2024 |
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Ep 52: The Myth of Work-Life Balance: A Realistic Approach with Adam Dellos
|
Aug 14, 2024 |
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Ep 51: Guarding Against Phishing Scams: Expert Tips and Strategies
|
Aug 07, 2024 |
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Ep 50: Celebrating with Gold Pinatas and Semiconductors
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Jul 31, 2024 |
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Ep 49: MASTERING FOCUS: HOW TO AVOID DAILY DISTRACTIONS
|
Jul 25, 2024 |
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Ep 48: The Power of Free Market Capitalism: Why It’s Still the Best Economic System
|
Jul 17, 2024 |
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Ep 47: Maximizing Financial Health: Key Strategies for Business Owners with Dale Shafer II, CFP
|
Jul 11, 2024 |
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Ep 46: Financial Planning and Our Approach: Preparing for the Next 30 Years
|
Jun 26, 2024 |
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Ep 45: Real Estate Investing: When, Why, and How with Dale Shafer II
|
Jun 20, 2024 |
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Ep 44: Navigating Business Paths and Exit Strategies with John Chionchio
|
Jun 12, 2024 |
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Ep 43: Navigating the New FTC Non-Compete Ban with Paloma Goggins
|
Jun 05, 2024 |
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Ep 42: Financial Showdown: Trump vs. Biden Presidency by the Numbers
|
May 31, 2024 |
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Ep 41: From Terrible Employee to Successful Entrepreneur: Insights from Seasoned Pros
|
May 15, 2024 |
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Ep 40: Women and Wealth: Why Money Mentorship Matters with Karen Moon
|
May 12, 2024 |
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Ep 39: Election Economics & The Battleground of Narratives
|
Apr 16, 2024 |
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Ep 38: The Final Checklist
|
Apr 09, 2024 |
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Ep 37: How to use EBITDA to drive your business
|
Mar 26, 2024 |
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Ep 36: To Bitcoin, or Not To Bitcoin?
|
Feb 06, 2024 |
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Ep 35: Corporate Transparency Act
|
Jan 09, 2024 |
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Ep 34: The Year No One Called [Correctly]
|
Dec 20, 2023 |
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Ep 33: What you need to know before year end
|
Nov 30, 2023 |
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Ep 32: $33 Trillion and uncertainty
|
Oct 27, 2023 |
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Ep 31: Working ON vs IN your business
|
Oct 11, 2023 |
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Ep 30: Get your business house in order!
|
Oct 03, 2023 |
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Ep 29: How to choose the right financial advisor
|
Sep 08, 2023 |
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Ep 28: Becoming a 1%-er
|
Aug 15, 2023 |
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Ep 27: Personal Finance is Personal!
|
Jul 18, 2023 |
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Ep 26: Unlocking Retirement Financial Freedom
|
Jul 06, 2023 |
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Ep 25: How to Stay Broke
|
Jun 27, 2023 |
|
Ep 24: Cracking the Marketing Code
|
Jun 13, 2023 |
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Ep 23: Stock Picking
|
May 27, 2023 |
|
Ep 22: Debt Ceiling
|
May 10, 2023 |
|
Ep 21: Give me 10!
|
May 04, 2023 |
|
Ep 20: What do you want from me?
|
Apr 25, 2023 |
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Ep 19: Retirement Leakage
|
Apr 11, 2023 |
|
Ep 18: Making better decisions!
|
Apr 03, 2023 |
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Ep 17: Drift - The Continuum of Mental Health and Money
|
Mar 23, 2023 |
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Ep 16: Banks and playing chicken with the Fed
|
Mar 14, 2023 |
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Ep 15: Is your financial advisor a fiduciary?
|
Mar 10, 2023 |
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Ep 14: 5 tips for financial motion sickness
|
Mar 01, 2023 |
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Ep 13: Words
|
Feb 20, 2023 |
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Ep 12: Burn the boats
|
Feb 08, 2023 |
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Ep 11: Recession and other scary words
|
Jan 31, 2023 |
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Ep 10: Spaghetti and financial planning
|
Jan 17, 2023 |
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Ep 9: Where is the market headed in 2023?
|
Dec 22, 2022 |
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Ep 8: The "If you give a mouse a cookie" effect
|
Dec 17, 2022 |
|
Ep 7: Holidays and financial insecurity
|
Dec 06, 2022 |
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Ep 6: Credit cards? Yes, no, maybe, depends...
|
Nov 30, 2022 |
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Ep 5: Crypto (won't say I told you so, but...)
|
Nov 19, 2022 |
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Ep 3: Better to have financial goals or financial direction?
|
Nov 10, 2022 |
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Ep 4: What is your financial purpose?
|
Nov 10, 2022 |
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Ep 2: Right on Track?
|
Nov 08, 2022 |
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Ep 1: Set point theory
|
Nov 05, 2022 |