Alternative investments (also known as “alts”) are gaining traction with investors who want to go beyond the traditional 60/40 portfolio. But what exactly are they? And are they a good fit for your financial goals?

In this episode, we break down everything you need to know about alternative investments. We’ll explain what qualifies as an alt, how they differ from stocks and bonds, and why they’ve become more popular and accessible in recent years. You’ll also learn about different types of alts, from real estate and private equity to cryptocurrencies and collectibles, and the potential benefits and risks of adding them to your portfolio.

We’ll walk through:

• What counts as an alternative investment
• How alts are different from traditional assets
• Real estate, hedge funds, private equity, crypto, collectibles, and more
• Why some investors use alts to hedge against inflation and diversify
• Risks to watch out for: liquidity, fees, complexity, and lock-up periods
• Who alts are best suited for, and what questions to ask before investing

If you're curious about alts, this episode will help you make smarter, more informed decisions.

Don't forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

In this episode, we sit down with Jenny Groberg, founder and CEO of BookSmarts Accounting, to talk about what it really means to feel confident with your finances. Jenny brings both strategic know-how and real-life perspective as a CEO, financial educator, and mom of five.

We discuss how personal and business finances differ (and why it matters), how AI is transforming bookkeeping and accounting, and what financial habits truly build long-term success. Jenny also shares empowering advice for women and younger professionals who want to feel more in control of their money, plus one common financial myth she wishes everyone would leave behind.

Don’t forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

Are you still helping your adult children financially while also trying to plan for your own retirement? You’re not alone. A recent AARP survey found that 75% of parents with adult children provide some financial support, often averaging more than $7,000 a year.

In this episode, we explore how today’s financial landscape is shifting parenthood later into life and what that means for your long-term financial well-being.

We’ll talk about:

• Why more parents are supporting adult kids longer
• What conversations you should be having with your children
• How to evaluate what’s help and what’s enabling
• What you should do if you are supporting your adult children financially
• How to foster financial independence

If you have adult children, will soon have adult children, or are someone receiving parental support yourself, this episode will help you understand balancing love with financial responsibility and long-term planning.

Don’t forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

Is America on the decline, and what does that mean for your financial future?

In this thought-provoking episode, we unpack key ideas from billionaire investor Ray Dalio’s Principles for Dealing with The Changing World Order: Why Nations Succeed and Fail and explore how rising global powers, growing debt, and historical cycles could reshape the economy in the years ahead.

We break down the indicators Dalio uses to measure a nation's strength and examine how the U.S. stacks up today. We also explore what it means if the U.S. loses its reserve currency status, and how everyday investors can protect their wealth through diversification, hard assets, and financial resilience.

Whether you're curious about global economics or just want to better prepare for the future, this episode offers practical insights inspired by one of the world's most respected financial minds.

Don’t forget to subscribe, leave a review, and share this episode with someone who wants to stay ahead of economic changes. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

What’s the One Big Beautiful Bill Act and why is it making U.S. headlines? In this episode, we break down this new major tax law and explore how it affects financial planning for individuals, families, business owners, and retirees.

From changes to deductions and the SALT cap, to new opportunities for saving and investing, we’ll discuss what’s in the bill, why it matters, and the steps you might want to take now to prepare for 2025 and beyond.

If you’re a U.S. taxpayer curious about how the OBBBA may affect your wallet, or you want to understand how this may impact the U.S. economy and standing within the world order, this episode will help you understand the key takeaways from this major piece of legislation.

What You’ll Learn in This Episode:

What the One Big Beautiful Bill Act is and why it’s important

How tax changes affect everyday taxpayers

New deductions and savings strategies

Practical steps you can take now to prepare for 2025 tax planning

Related Episodes

AI in 2025: What's New, What's Next, and What It Means For You, Part One

All About Tariffs: What They Are and Why They Matter to You

Raising Kids Without Breaking the Bank: Where Finances Meet Family

If you enjoyed this episode and want to stay ahead of financial planning changes, subscribe to the podcast, leave us a review, and share this episode with a friend or colleague who could benefit from the discussion.

Can money actually buy happiness? In this episode, we explore the surprising science behind happier spending, based on insights from the book Happy Money by Elizabeth Dunn and Michael Norton. We dive into five key principles—like buying experiences instead of things, making indulgences rare, and investing in others—to help you make financial decisions that actually enhance your well-being.

If you enjoy the episode, don’t forget to subscribe, leave us a review, and share it with a friend who wants to spend more meaningfully. You can email us with any comments, questions, or topics for future episodes at askcreatingwealth@taberasset.com.

Related episodes:

What Really Makes Us Happy? Insights from Yale's Science of Well-Being, Part One

From Theory to Practice: How to Increase Your Well-Being Every Day, Part Two

Resources:

Happy Money: The Science of Happier Spending by Elizabeth Dunn and Michael Norton

In today’s digital age, financial misinformation is everywhere, especially on social media platforms like TikTok, Instagram, and YouTube. In this episode, we’re diving into the growing problem of financial misinformation online and how it can seriously impact your financial future.

Join us as we discuss what financial misinformation is, how common it is for people to seek financial advice online, and the most popular money myths circulating today. We’ll also break down the real-life consequences of following bad advice and what you should know before taking action on any financial information you find online.

In this episode, you’ll learn:

• What counts as financial misinformation
• Why social media is a hotspot for misleading money advice
• The most common personal finance and investing myths online
• How bad advice can derail your financial goals
• How to evaluate financial advice found online

Before you act on that next viral money tip, listen to this essential conversation on protecting your finances from misinformation.

Questions or feedback? Email us at askcreatingwealth@taberasset.com and don’t forget to subscribe and share if you find this helpful!

What if your biggest financial obstacle isn’t your income or expenses, but your mindset? In this re-released episode, we're revisiting one of our most popular conversations. Originally recorded in 2020 as a follow-up to our discussion on having an abundance mentality, this episode explores how your thoughts, beliefs, and emotions around money can directly shape your financial future.

Bill and Anastasia break down the subtle (and not-so-subtle) ways negative beliefs about money can hold you back. You’ll hear practical strategies for identifying limiting thoughts, shifting into an abundance mindset, and staying positive.

Whether you're working toward financial independence or simply trying to feel more confident with your money choices, this episode will help you reset your mindset and approach wealth creation with intention.

Topics Covered:

• How negative beliefs about money develop (and how to reframe them)
• The impact of social media and news on financial confidence
• Why abundance thinking is essential for long-term success
• Simple mindset shifts that can change your financial trajectory

Questions or feedback? Email us at askcreatingwealth@taberasset.com and don’t forget to subscribe and share if you find this helpful!

Related Episodes:

Having an Abundance Mentality

5 Reasons You Should Have an Abundance Mentality