Money, Meaning, and Business Intro Episode

Welcome to Money, Meaning, and Business, a podcast for business owners about personal finance, exit planning, and philanthropy, intended to help you make the most of your money, business, and impact. In this inaugural episode, Kyle welcomes you to the podcast, shares his vision and gives a preview of all the content coming down the … Continue reading Money, Meaning, and Business Intro Episode

8 Things You Need To Know About Money That Will Change Your Life

8 Things You Need To Know About Money That Will Change Your Life (Originally posted on Not Your Father's Financial Advisor blog) As some of you know, before my MBA I got a Bachelor’s degree in Philosophy, which at the time qualified me to ask why you want fries with your meal. Due to this … Continue reading 8 Things You Need To Know About Money That Will Change Your Life

What Should I Do With My Tax Refund?

(Originally posted on Not Your Father's Financial Advisor Blog) No one likes taxes. Well, some people do. Those people are weird (I'm looking at you, CPA friends!). Everyone, however, likes getting money back from the government after tax time. The question is, what should you do with it? Should you invest it? Pay down debt? … Continue reading What Should I Do With My Tax Refund?

Rising Interest Rates and What It Means For Your Money

(Originally posted on Not Your Father's Financial Advisor) One of the best questions to ask a financial advisor right now is “how should I protect my portfolio against interest rate risk?” If they can’t answer this question, run the other way. The reason this question is particularly salient is because for the first time in … Continue reading Rising Interest Rates and What It Means For Your Money