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Resumen del Editor

Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money mindfulness, she covers it all, making financial wisdom accessible to everyone. Gain not just knowledge, but also the motivation to apply it in your daily life. It's not just a source of personal finance tips; it’s a daily companion that guides you towards financial independence and savvy money management, all delivered with Diania's trademark enthusiasm and expertise. By focusing on early retirement, financial independence, and saving money, each episode provides you with the tools needed to achieve your financial goals. This podcast is designed for those passionate about personal finance, early retirement, financial independence, and saving money. It’s your go-to source for practical advice on managing your finances, saving money, and working towards early retirement. Each episode offers actionable steps to foster financial independence and secure your financial future. Listen now, and become an OLD friend--your optimal life awaits...
© Optimal Living Daily LLC
Episodios
  • 3429: How to Transfer Your Brokerage Account by Jeff Rose of Good Financial Cents on Investment Relocation

    3429: How to Transfer Your Brokerage Account by Jeff Rose of Good Financial Cents on Investment Relocation
    Jan 20 2026
    Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3429: Jeff Rose breaks down the surprisingly simple process of transferring your brokerage account, even if you're leaving a financial advisor. Learn how to avoid hidden fees, reduce delays, and make sure your investments move seamlessly using the ACAT system, all while sidestepping the frustration of awkward conversations with your current firm. Read along with the original article(s) here: https://www.goodfinancialcents.com/brokerage-account-transfer-fees/ Quotes to ponder: "Many people don’t realize how easy it is to actually transfer your brokerage account elsewhere. It’s easier than switching banks." "Make sure you can see exactly how much you would pay if you had to pay anything at all." "Verify with your insurance company before liquidating any annuity contracts." Episode references: SEC Guide to Account Transfers: https://www.sec.gov/about/reports-publications/investorpubsacctxferhtm Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 m
  • 3428: Accredited Investor: The Benefits of Being One by Amanda Kruse of Women Who Money on Advanced Investing

    3428: Accredited Investor: The Benefits of Being One by Amanda Kruse of Women Who Money on Advanced Investing
    Jan 19 2026
    Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3428: Amanda Kruse breaks down what it means to be an accredited investor, who qualifies, and why gaining this status can open doors to high-return investment opportunities like venture capital and real estate crowdfunding. While the benefits include diversification and access to exclusive deals, Kruse stresses the importance of due diligence and the risks that come without SEC protections. Read along with the original article(s) here: https://womenwhomoney.com/accredited-investor-benefits-of-being-one/ Quotes to ponder: "You have access to a broader range of investment options not available to everyone, such as real estate crowdfunding and venture capital." "Some riskier investments available to accredited investors have the potential for higher returns." "If you’re newly accredited, start small and only invest in what you understand." Episode references: Worthy Bonds: https://worthybonds.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    11 m
  • 3427: Budgeting Tips: 10 Ways to Lower Your Life's Fixed Costs by Joshua Becker of Becoming Minimalist

    3427: Budgeting Tips: 10 Ways to Lower Your Life's Fixed Costs by Joshua Becker of Becoming Minimalist
    Jan 18 2026
    Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3427: Joshua Becker offers a practical guide to reclaiming control over your finances by cutting down on fixed expenses, those monthly costs we often assume are immovable. From downsizing your home to canceling unused subscriptions and resisting the urge to upgrade your phone, each tip opens the door to greater financial freedom and intentional living. Read along with the original article(s) here: https://www.becomingminimalist.com/budgeting-tips/ Quotes to ponder: "Living in a smaller home offers opportunity to cut these fixed costs." "Buy the most reliable car you can purchase with cash, and then begin saving for your next vehicle." "Stop paying money to keep stuff you don’t need." Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 m
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