The Wealth and Income Podcast

Markets got spicy—and not in the fun way. After a turbulent few days on Wall Street, Mary Lyons, The Wealth Woman, and Eric Alexander break down what’s really happening in the markets—and what investors should keep in mind when fear kicks in. From circuit breakers to emotional decision-making, they explore how to stay grounded through market swings, manage portfolio risk, and keep your long-term strategy on track.

Join us as we review an article from Ernst and Young that demonstrates the power of a retirement plan focused on income and multiple asset classes coordinated together.

E&Y Article: How insurance and investments can improve financial wellness

Mary Lyons, The Wealth Woman, and Eric Alexander discuss key conversations to have with your significant other when it comes to money. Part financial education, part therapy, these points will help you avoid common pain points and provide tools to navigate disagreements to find alignment and eliminate a key source of stress for many couples. 

This week, we explore three essential questions you should be asking your advisor—are you leaving money on the table? Mary Lyons, The Wealth Woman, and Eric Alexander reveal key financial oversights that many advisors miss, potentially costing you valuable income opportunities.

Ahead of Valentine's Day this week, we're revisiting our discussion about money dynamics between couples, focused on how you can learn to speak openly and honestly about money — with Dr. Ryan Holliman, owner and clinician at Dallas Psychotherapy, PLLC.

Join us as we look at a new way to incorporate inheritance into an income plan.  We had the opportunity to help a family exit their business earlier than they thought possible, still get the income they need, and grow the legacy they were given for the next generation.

Join us for a conversation with Andrea Engstrom as we talk about the importance of clarity, confidence and connections when it comes to growing your business and your wealth.

Andrea's Bold Mastermind - https://andreaengstrom.com/

Join us as we walk through mindset and strategy when it comes to setting up investment accounts.  We also dive into how a diversity of style can enhance your diversity in assets.

Join us as we review an article from Ernst and Young that demonstrates the power of a retirement plan focused on income and multiple asset classes coordinated together.

E&Y Article: How insurance and investments can improve financial wellness

Join us as we examine the pressure many families have faced over the last 40 years. Prices have been climbing, but wages have not always kept pace. We will also discuss the renewed importance of having an efficient system and making every dollar do multiple jobs.

Join us as we walk through a tough client story about how planning for income at retirement had to pivot to planning for options and income today. We explore two universal truths: First, money is simply a tool to get what we need. Second, a mindset and strategies centered around flexibility and income are paramount when the unexpected shows up uninvited.

The hardest part of building wealth is convincing yourself to save money - just like the hardest part of getting healthy is convincing yourself to go to the gym. If you woke up already at the gym, you’d be fit in no time. David Mozeika, the owner and visionary behind the Currence System, joins us to talk about cracking the code to saving more without feeling a sense of deprivation.