It's All Money Podcast Por 707 Media arte de portada

It's All Money

It's All Money

De: 707 Media
Escúchala gratis

OFERTA POR TIEMPO LIMITADO | Obtén 3 meses por US$0.99 al mes

$14.95/mes despues- se aplican términos.
Finance isn't for you.
Money is for "experts" and that's not you.
Financial content is too "complicated" and it's not for you.

In this day and age, those are common and valid statements to make.
But what if it were different?

It's All Money is that show.

Imagine listening to a 20 minute episode and walking away with one nugget that could help you with money. Not a "system" you don't have time for or global "movement" to sap all your emotions. Just one tip that could help you feel informed in the moment of a financial decision. That's financial confidence, in your hip pocket.


Episodes span across 4 categories- financial markets, macro economics, tactical money saving tips and stories of people and money. Many consider those 4 completely different topics, but ultimately the lessons learned from each will end up hitting your checking account.

Because ultimately, It's All Money.707 Media, Fermata Advisors
Economía Finanzas Personales
Episodios
  • 10 Ways To Avoid The Inheritor’s Dilemma
    Jan 6 2026
    Kicking off season 3 of It’s All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing?
    Well...maybe.
    In the next 20 years, the largest wealth transfer in the history the USA is about to take place. Whether giving or receiving...are you prepared? Do you have a plan?
    Sonoma Wealth Marketing Director Dano Weir and Managing Principal Daren Blonski examine 10 ways to avoid The Inheritor’s Dilemma:
    • Why are emotions the first piece to address in an inheritance plan?

    • What are the risks of co-mingling assets?

    • Does this mean you need professional tax help now?

    • What skills do you need to keep inheritances from becoming a ‘curse’?

    • What’s more valuable than ‘stuff’ ?

    We hope you enjoy this practical and grounded look at a complicated part of life.

    Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
    Video available on our YouTube Channel: https://youtu.be/_WECTSDfebk


    References
    https://sites.lsa.umich.edu/mje/2025/04/03/the-great-wealth-transfer-and-its-implications-for-the-american-economy/
    https://www.statista.com/statistics/296974/us-population-share-by-generation/?srsltid=AfmBOopU4fUfrw8KMLku4bNUy-P0JCKGNr-VzwKlooHwLvRFdqLqqBct
    _______________________________________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
    The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

    Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    57 m
  • How The Glen Ellen Star Won 12 Straight Michelin Bib’s
    Dec 16 2025
    Following an unbelievable 12th straight Michelin Bib Gourmand award, host Dano Weir had to track down Chef Ari Weiswasser and Managing Partner Spencer Waite of the Glen Ellen Star restaurant for an episode of It’s All Money. Just what is a Michelin Bib Gourmand award? How is it different from a Michelin Star? Awards are amazing, but they only happen with great food and great people. What early decisions and values both in and out of the kitchen have led to their business success? How did success at Glen Ellen Star lead to the opening of their second restaurant, Stella in Kenwood? ....and is a mystery third restaurant coming to Sonoma proper soon? How is opening a restaurant from scratch different than opening a restaurant with investors? How have changing food and labor costs over the past decade-plus shown up in the menu? How does having 1 night a week with no corkage actually result in more full tables? Whether you’ve been and loved the Glen Ellen Star or you’re looking to learn about it for the first time, we hope you find business insight and maybe get a little hungry from episode 28 of It’s All Money! Learn more about both restaurants here: https://www.glenellenstar.com/ https://www.stellakenwood.com/ Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Video available on our YouTube Channel: https://youtu.be/cf8rv_FKqLU References: https://www.glenellenstar.com/ https://www.stellakenwood.com/ Credits: Host: Dano Weir Production: Fours Media Voiceover - Joan Elloway-Nash Music – Dr. Delight on Soundstripe ________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    1 h y 4 m
  • What The Gold?!
    Nov 1 2025
    It’s one of the oldest "stocks" ever...GOLD. It’s over though, right? That’s the late-night TV infomercial stuff? Your grandpa had it in a safe but you’re living in the future and everything’s digital now? ...right? Then why’s it up 43% this year, and 105% in the last 5 years? Stock or not, shouldn’t your advisor be aware of an asset soaring like that? This week on It’s All Money, hosts Dano Weir and Daren Blonski CFP® sit down with Jason Bowman from Napa Gold and Silver, for an insider’s take on what’s happening in the precious metals market. What could be behind this meteoric rise? How long will it last? How is gold purchased? How is it held? When does a gold ETF make sense for a portfolio? If you have gold lying around, can you really turn it into cash? Wait, would you want to if you could? While you won’t find us giving out a 1-800 number any time soon, the rise in gold has been too significant to ignore. This educational episode aims to address the gains, and how or if it makes sense for a diversified portfolio. Learn more about Jason, here: Jason Bowman owner of Napa Gold and Silver https://napagoldandsilver.com/ If you’d like to learn how we help thousands of people retire and stay retired, take our Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ Audio also available on Apple Podcasts https://podcasts.apple.com/us/podcast/on-the-markets/id1802984526 Spotify https://open.spotify.com/show/2YqyNLN7mcBApS5RL2piAj Sources: https://seekingalpha.com/article/4828510-gold-miners-outperforming-ai-chip-stocks-this-year https://www.reuters.com/article/business/timeline-golds-history-as-a-currency-standard-idUSTRE6A71J1/ https://www.stlouisfed.org/open-vault/2022/oct/ghost-bretton-woods-global-economic-system https://www.presidency.ucsb.edu/documents/executive-order-11825-revocation-executive-orders-pertaining-the-regulation-the?tblci=GiBdY-MYH1-nD-WW6UXCXAtHBPIEdPpDc50r48qPeOICrCDKuWUow8jry8SFw-EvMLzYPQ https://goldprice.org/gold-price-history.html https://www.herobullion.com/are-olympic-medals-real-gold/#:~:text=Here's%20What%20Olympic%20Medals%20Are,treasure%20commemorating%20the%20Olympic%20games. _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    1 h y 10 m
Todavía no hay opiniones