Plan Wisely with Erik Garcia

Updated: 03 Jun 2020 • 12 episodes
www.plan-wisely.com

Money is an important part of people's lives. It impacts everything that we do. It's our financial behaviors, how we spend, how we save, how we invest, that's ultimately going to determine our success. Erik Garcia believes in educating and empowering people to make the right decisions for their future. Co-hosted by "JAG," former afternoon host and Program Director of New Orleans radio station Voodoo 104.

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In today’s episode of Plan Wisely Podcast, host Erik Garcia interviews Sarah Stanley Fallaw, Psychologist, Researcher and the Founder and President of DataPoints, the company that created the world's first financial psychology toolkit. Sarah is also the co-author of the best-selling book, “The Millionaire Next Door.” E

45 min
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Dave Ramsey is one of the biggest names when it comes to personal finance, and a lot of his advice is very good.  But there are 4 of his philosophies that Erik Garcia takes issue with.  They are: Looking for a 12% annual return on your investments Planning for an 8% withdrawal rate in retirement Promoting Only Mutual F

27 min
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Salary.com tracks real-time market prices of all the jobs moms perform.  Stay-at-home or not, moms are way undervalued and to often underappreciated. In light of COVID and quarantine, moms are being asked to do even more.  Happy Mother's Day!  Resources Mentions:  👉  Plan Wisely YouTube Channel 👉 Mr. T - Treat your m

16 min
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Erik Garcia & Jon Gay 27 Apr 2020 • EN

Planning Opportunities as a Result of COVID-19

The news is exhausting - markets up and down, press conferences, statistics and more.   Today, Erik Garcia and Jag have a simple, easy-to-understand conversation around the financial opportunities that may exist for you during the pandemic. After a quick explanation on AGI, we take a look at the tax rebate - those chec

30 min
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These are trying times, both financially and psychologically.  Dr. Matt Morris rejoins Erik Garcia and Jag today.  Together, we cover the volatile market as well as the "new normal" of having families together for significantly longer periods.   Erik will cover some financial strategies, and Matt will cover some ideas

31 min
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Erik Garcia & Jon Gay 21 Feb 2020 • EN

Are you Self-Employed? It can be Taxing

Welcome to the gig economy. Where employees have a side hustle, or three, and others have left the paycheck-to-paycheck lifestyle of Corporate America for the project-to-project grind. Gigs move the risk away from companies and toward the individuals. Today, Roy Taylor of Taylor and Willis CPAs and advisors joins Erik

34 min
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