Ever feel overwhelmed by all the financial advice out there? For years, I haven't been able to recommend many books, but that changed with No Worries: How to Live a Stress-Free Financial Life by Jared Dillian.

This book cuts through the noise with just three key principles to focus on, so you can forget the rest.

It has easy-to-manage strategies you only need to check on once a year.

In this episode, we discuss:

• Why most financial advice is overwhelming
• The 3 key principles to financial freedom
• Easy-to-implement strategies for long-term success

Ready to ditch the financial stress?

• Subscribe to the Me Financial Podcast: https://podcasts.apple.com/us/podcast/me-financial/id1671924778
• Don't forget to leave a review!
• Buy Jared's Book: https://amzn.to/3xkwDCn
• Follow Michelle on YouTube: https://www.youtube.com/@theunconventionalinvestor
• Follow Michelle on Instagram: michelle.e.moses
• Work with Michelle: www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Tired of high mortgage rates? Assumable loans can help you buy a home at a lower interest rate. Join us as Mike Roberts explains the ins and outs of taking over someone else's loan.

In this episode, you'll learn:

• How assumable loans can benefit both buyers and sellers in a transaction.
• Which loans are eligible to be taken over and how to do it.
• How assumable loans differ from subto or seller financing.

Subscribe to the Me Financial Podcast to hear more and don't forget to leave a review!

• Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor
• Follow Michelle on Instagram - michelle.e.moses
• Work with Michelle - www.mefinancial.net

• Contact Mike Roberts to discuss mortgage options - cobaltmtg.com

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Have you ever wondered how real estate investors protect their properties from lawsuits? Join us as we explore high-level asset protection strategies with Scott Royal Smith, an experienced real estate investor and attorney.

In this episode, you'll learn:

• How to purchase properties anonymously within a company structure to minimize lawsuit risks.
• The importance of compartmentalizing assets to protect your investments.
• How to simplify your taxes through disregarded entities.

Subscribe to the podcast to hear more and don't forget to leave a review!

• Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor
• Follow Michelle on Instagram - michelle.e.moses
• Visit the Me Financial Website - www.mefinancial.net

• Visit Scott's website - royallegalsolutions

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you're tired of simply choosing between stocks and bonds for your investments, I have an alternative. Investing in hotels can bring stability and growth, and Peachtree Hotel Group is a leader in the industry.

In this episode, we talk hotel investments with Peachtree Hotel Group. Brian Dunn, Managing Director, discusses how Peachtree builds, finances, and operates top-tier hotels. We discussed their approach - focusing on premium brands like Hyatt and Marriott, and how they mitigate economic challenges.

Key Takeaways:

• Vertically Integrated Model: Peachtree's comprehensive business model, encompassing development, financing, operations, and sales, enables them to optimize costs, streamline processes, and adapt to market changes.
• Investor-Centric Focus: Peachtree prioritizes investor relations through transparent communication, regular updates, and involving third-party experts.
• Strategic Brand Partnerships: By partnering with premium brands like Marriott and Hyatt, Peachtree leverages strong brand loyalty and standardized quality to drive occupancy and investor returns.

*To invest with Peachtree Hotel Group, you must be an Accredited Investor.

If you enjoyed today's episode, share it with your circle, and don’t forget to leave a review!



Read more about Peachtree Hotel Group - www.peachtreehotelgroup.com.
*This is not a solicitation for sale, for informational purposes only.

• Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor
• Follow Michelle on Instagram - michelle.e.moses
• Visit the Me Financial Website
- www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Are you looking forward to selling your business, and doing it for top dollar? Learn how to maximize your business's value and achieve a smooth exit.

In this episode, we get into business valuations, exit planning, and the importance of financial readiness for a successful sale. Laurie Barkman, the Business Transition Sherpa™, shares insights on protecting your business, setting growth goals, and understanding the different perspectives of strategic and financial buyers.

Key Takeaways:

• Start Early and Plan Ahead: Begin your exit planning process at least 10 years before your desired sale date to maximize your return and avoid pitfalls.
• Focus on Financials: Showcase your business's growth potential by ensuring your financials are in order and demonstrating enterprise value.
• Understand Your Buyer: Identify potential buyers for your business and tailor your strategy accordingly, whether you're targeting strategic buyers, financial buyers, or related buyers.
• Identify potential buyers for your business and tailor your strategy accordingly.

Ready to start planning your exit strategy? Schedule a consultation with Laurie Barkman or visit her website - https://thebusinesstransitionsherpa.com/

Subscribe to the Me Financial Podcast to hear more and don't forget to leave a review!

Buy Laurie's Book, "The Business Transition Handbook" - https://amzn.to/4biANs5

Link to Laurie's Masterclass, "Endgame Entrepreneurship" - thebusinesstransitionsherpa.com

Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor

Follow Michelle on Instagram - instagram.com/michelle.e.moses

Visit the Me Financial Website - www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you and your partner/spouse have difficulty talking about money, this episode is for you. Ed Coambs, CFP® and Certified Financial Therapist shares tips on ways to truly hear what your spouse is saying and find a way forward in financial conversations.

Key Topics -

• Common issues: judgment, criticism, and fear in money discussions
• Understanding your partner’s family background
• Review of the four attachment patterns: their characteristics and impacts
• Techniques for improving communication and connection

Join us to learn how to foster financial intimacy and strengthen your relationship through better financial conversations.

Subscribe to the Me Financial Podcast to hear more and don't forget to leave a review!

• Connect with Ed & take his attachment style quiz - www.healthyloveandmoney.com
• Buy Ed's book, "The Healthy Love & Money Way: How the Four Attachment Styles Impact Your Financial Well-Being" - https://amzn.to/4eYU9Wk

Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor

Follow Michelle on Instagram - michelle.e.moses

Visit the Me Financial Website - www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

In this episode, we explore the basics of self-directed IRAs and how they work. Discover the wide range of investments you can make, from hotels and self-storage units to real estate and even businesses.

Self-directed IRAs are less complicated than they seem and align perfectly with my philosophy of investing beyond the stock market. Join me as I break down the essentials and show you how to diversify your investment portfolio.

We cover -

• Impact of tax status on control over IRA funds

• Overview of alternative investments not available through traditional custodians

• Comparison of costs between traditional and self-directed IRAs

Subscribe to the Me Financial Podcast to hear more, and don't forget to leave a review!


Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor

Follow Michelle on Instagram - michelle.e.moses

Visit the Me Financial Website - www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Are you wondering when to take Social Security and how to maximize your benefits? In this episode, I talk with retirement planner, Greg Kurinec, CFP®, MRFC® about strategies to get the most from your Social Security benefits.

Greg, explains the decision-making factors for taking Social Security early or delaying it, emphasizing the need to consider health, life expectancy, and employment status.

We also cover:

• Utilizing pre-tax accounts to bridge the gap before claiming Social Security at age 70.
• Conversion of pre-tax accounts to Roth accounts.
• Potential reforms to preserve Social Security.

Subscribe to the Me Financial Podcast to hear more and don't forget to leave a review!

Contact Gregory J. Kurinec, CFP®, MRFC® - www.pennantplanning.com/

Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor

Follow Michelle on Instagram - michelle.e.moses

Visit the Me Financial Website - www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.