031 – Christine Benz – Morningstar

On today’s episode of Living With Money, Tim talks with Christine Benz. Christine is the director of personal finance for Morningstar, and has written a handful of books over the span of her career. They talk about how Christine got started with Morningstar, some of the most common personal finance mistakes she sees people making, what it was like writing a personal finance book in 2009 after the financial crisis, the most important lessons she’s learned over the last 25 years, and her take on the growing trend of ETF’s in the market versus mutual funds.


Continue reading

030 – Anthony Cinelli – The Psychology of Life & Money

In Ep. 030, Tim is joined by Anthony Cinelli.  Anthony is currently a school counselor in the Jersey Shore area. They talk about topics like work-life balance, the concept of self-compassion, self-awareness, areas the education system can improve with teaching students how to better handle adversity/stress/anxiety, as well as his podcast What’s Next?  Each topic ties in perfectly with personal finance habits and investing habits, as well as being applied to pretty much any facet of life.


Continue reading

029 – Jonathan Clements – From Here to Financial Happiness

In Ep. 029 of Living With Money, Tim talks with Jonathan Clements.  Jonathan has had a lengthy career writing about personal finance and money at Forbes, The Wall Street Journal, and having authored NINE books!  They talk about Jonathan’s upcoming 9th book “From Here to Financial Happiness”, and how it really tries to get readers to take action as opposed to just offering tips.  They also discuss how money CAN buy you happiness, but only if you really know what your true passions are in life.  They touch on the importance of index funds, good saving habits, and much more as well!

Continue reading

028 – Randy Thurman – Retirement Investment Advisors

In Ep. 028, Tim talks with Randy Thurman, CPA, CFP, and co-President of Retirement Investment Advisors.  They talk about Randy’s recently released book “More Than a Millionaire”.  They break down the four sections of the book in which Randy talks about the path to building wealth and building happiness.  They touch on Randy’s three other books as well, and connect success in finance with success running and exercising.  Enjoy!


Continue reading

027 – Brendan Hufford – Building a Brand

In Ep. 027, Tim talks with Brendan Hufford about the importance of building a brand.  Brendan started out working as a teacher, to then also running his own e-commerce site, podcasting, blogging, making videos, to now working for an SEO company while ALSO having his own SEO consulting firm as well.  They talk about the importance of picking the right platform for you, and making sure entrepreneurship is in your DNA.


Continue reading