
The Moneywise Guys
2,723 episodes — Page 2 of 55
4/14/26 More Than Money: Debt Freedom & Donor Impact with JJ's Legacy
4/13/26 Fix Your Finances: Budgeting, Mistakes & a Look at Agilitech
4/10/26 Getting Down to Business with Nicholas Ortiz of Tejon Ranch
4/9/26 Local Banks, Big Decisions & a Big Milestone for Kern Asian Chamber
4/8/26 Moneywise Returns: Avoiding Debt Traps & The Story of Kern Oil with Rickey Bird
3/31/26 Borrowing, Budgeting & Building the Future with Bakersfield College
The Moneywise Radio Show and Podcast Tuesday, March 31st BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Stacy Pfluger, Interim President at Bakersfield College website: https://www.bakersfieldcollege.edu/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Stacey Pfluger and Bakersfield College are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/30/26 Banking on Business: A Conversation with AJ Antongiovanni
The Moneywise Radio Show and Podcast Monday, March 30th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: A.J. Antongiovanni, President and CEO of Mission Bank The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. AJ Antongiovanni and Mission Bank is not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/27/26 401(k) Game Plan: Contribution Limits, Roth vs Traditional & Smart Allocations
The Moneywise Radio Show and Podcast Friday, March 27th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
3/24/26 From the Fed to the Pump: Understanding Today's Economy
The Moneywise Radio Show and Podcast Tuesday, March 24th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Richard Gearhart, Ph. D, Professor of Economics for CSU-Bakersfield The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Richard Gearhart is not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/23/26 New Vision for BMoA, Plus Tipping Culture & Flight Prices
The Moneywise Radio Show and Podcast Monday, March 23rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Gilbert Vicario, Executive Director and Chief Curator at the Bakersfield Museum of Art website: https://www.bmoa.org/ facebook instagram The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Gilbert Vicario and The Bakersfield Museum of Art are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/18/26 Market Uncertainty, Inflation Curiosities & the Heart Behind Bakersfield Angels
The Moneywise Radio Show and Podcast Wednesday, March 18th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allison McClain, Co-ED Finance & Development for the Bakersfield Angels website: https://www.bakersfieldangels.org/ facebook instagram The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allison McClain and The Bakersfield Angels are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/17/26 Your Right to a Lawyer at Risk? Inside California's New Ballot Fight
The Moneywise Radio Show and Podcast Tuesday, March 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Matt Clark, Attorney + Managing Partner at Chain Cohn Clark Law Firm website: https://www.chainlaw.com/ Event Details: Date: March 25, 2026 Time: 3:00 p.m. – 6:00 p.m. Location: Chain Cohn Clark 1731 Chester Ave. Bakersfield, CA 93301 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Matt Clark and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/16/26 Water, Agriculture and Energy: The Issues Shaping Kern County
The Moneywise Radio Show and Podcast Monday, March 16th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Cox, Business Editor for The Bakersfield Californian website: www.Bakersfield.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Cox and The Bakersfield Californian are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/13/26 Kat Clowes of March Consulting: Cracking College Admissions in the Age of AI
The Moneywise Radio Show and Podcast Friday, March 13th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kat Clowes, Founder/CEO of March Consulting website: https://mymarchconsulting.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kat Clowes and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/12/26 Stocks, Strategy, and Coffee: The Story Behind Reverb Coffee
The Moneywise Radio Show and Podcast Thursday, March 12th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Keith Villalovos, Owner of Reverb Coffee website: https://reverb.coffee/ instagram: @reverbcoffee The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Keith Villalovos and Reverb Coffee are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/11/26 Preview of the Bakersfield Tennis Open, Updated Emergency Fund and What is a Taco Trade?
The Moneywise Radio Show and Podcast Wednesday, March 11th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Mark Frederikcz, Bakersfield Racquet Club website: https://btopen.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Mark Frederikcz and The Bakersfield Racquet Club are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/10/26 Bees, Bitcoin & the Business of Farming
The Moneywise Radio Show and Podcast Tuesday, March 10th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Steve Murray, Owner of Murray Family Farms website: https://www.murrayfamilyfarms.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Steve Murray and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/9/26 Rage Bait, Rate Hikes & Robots: What's Really Driving Business Today?
The Moneywise Radio Show and Podcast Monday, March 9th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
3/6/26 Riding Donkeys, Blue Cheese and Fighting the Good Fight
The Moneywise Radio Show and Podcast Friday, March 6th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Ashley Voorhees, Executive Director for CASA of Kern County website: https://kerncasa.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Ashley Voorhees and CASA of Kern County are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/3/26 Financial Trainers, Mortgage Rates & California's Paper Bag Problem
The Moneywise Radio Show and Podcast Tuesday, March 3rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allyn Medeiros, Agape Mortgage website: https://allynmedeiros.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allyn Medeiros and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
3/2/26 Downtown Reimagined: A Conversation with Sage Equities
The Moneywise Radio Show and Podcast Monday, March 2nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Anna & Austin Smith, Sage Equities website: https://sagebakersfield.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Anna & Austin Smith and their business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/26/26 Building a Beauty Brand in Bakersfield: The Mi Wellness Story
The Moneywise Radio Show and Podcast Thursday, February 26th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Sonia Dhillion & Su Ra, Co-Owners of Mi Wellness & Aesthetics website: https://mi-spa.com/ Instagram Facebook The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Sonia & Su and their business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/25/26 From Probate Court to Golden Spoon: A Conversation with Kyle Jones
The Moneywise Radio Show and Podcast Wednesday, February 25th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kyle Jones, Law Offices of Kyle Jones website: https://www.kwjoneslaw.com/ phone: 661-833-1090 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kyle Jones and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/24/26 Trades, Tariffs & Taxes: What It Means for Your Money
The Moneywise Radio Show and Podcast Tuesday, February 24th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Duffield, CPA/MST website: https://www.bakersfieldaccountants.com/ address: 3850 Riverlakes Dr Suite E, Bakersfield, CA 93312 phone: 661-488-7000 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Duffield and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/23/26 A Conversation with Tomas delToro-Diaz: Risk, Capital & Growth
The Moneywise Radio Show and Podcast Monday, February 23rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Tomas delToro-Diaz, EDFP Music Produced by Tomas The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Tomas delToro-Diaz and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/20/26 Roth IRA Know-How & Cracking College Admissions in the Age of AI
The Moneywise Radio Show and Podcast Friday, February 20th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kat Clowes, Founder/CEO of March Consulting website: https://mymarchconsulting.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kat Clowes and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/19/26 Moneywise Sits Down with Music Legends Paul South & Monty Byrom of Buddha's Beef
The Moneywise Radio Show and Podcast Thursday, February 19th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Monty Byrom and Paul South of, "Buddha's Beef" Bands Website: https://buddhasbeefandmeatpacking.com/ Tickets to Saturday's Show: An Evening with Buddha's Beef The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
2/18/26 From Market Swings to Home Premiums: Staying Calm and Covered
The Moneywise Radio Show and Podcast Wednesday, February 18th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Mike Alexander, State Farm Insurance Agent website The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Mike Alexander and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/17/26 Hathaway's Energy Outlook: Shale, Supply & Carbon
The Moneywise Radio Show and Podcast Tuesday, February 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Chad Hathaway, President/Founder of Hathaway LLC. website: www.hathawayllc.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Chad Hathaway and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/13/26 Beautiful Bakersfield Nomination Deadline + Understanding the Supply Curve
The Moneywise Radio Show and Podcast Friday, February 13th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kimberly Price, Beautiful Bakersfield Awards Event Director website: https://beautiful.bakochamber.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kimberly Price and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/12/26 Pathways to Health 2026: Protecting Your Heart — and Your Finances
The Moneywise Radio Show and Podcast Thursday, February 12th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Rasham Sandhu, MD & Terri Agcaoili websites: https://cacvinst.com/ https://p2hsymposium.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Sandhu and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/10/26 The Local Art World with Rachel of the RAM Gallery
The Moneywise Radio Show and Podcast Tuesday, February 10th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Rachel McCullah Wainwright, Curator & Owner of RAM Gallery website: https://www.galleryram.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Rachel McCullah Wainwright and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/9/26 The Dumb Dow, Smart Moves: Stress-Testing Property and the Future of Wealth
The Moneywise Radio Show and Podcast Monday, February 9th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
2/6/26 Dow Hits 5K, Crypto Check & a Conversation With Brian Miller of CTEC
The Moneywise Radio Show and Podcast Friday, February 6th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Brian Miller, ROC & CTEC Principal, KHSD website: https://roc.kernhigh.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Brian Miller and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/5/26 Car Deals, Super Bowl Budgets, and Tax Tips with CPA Tom Maxwell
The Moneywise Radio Show and Podcast Thursday, February 5th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Tom Maxwell, CPA/MST website: https://www.kmallpcpa.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Thomas Maxwell and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
2/4/26 What Is a Pension and How Does It Work?
The Moneywise Radio Show and Podcast Wednesday, February 4th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
2/3/26 Buyer Beware: Insurance Sales, Credit Traps, and Paying Down Debt
The Moneywise Radio Show and Podcast Tuesday, February 3rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
2/2/26 Fed Leadership, Debt Strategy, and Kern County's Growth with Richard Chapman
The Moneywise Radio Show and Podcast Monday, February 2nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Richard Chapman, President/CEO of the Kern Economic Development Corporation website: https://kernedc.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Richard Chapman and KEDC are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/30/26 Fed Talk, Tech Pressure, and the Costliest Colleges
The Moneywise Radio Show and Podcast Friday, January 30th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Michael George, Executive Vice President - Marketing at Safe 1 Credit Union website: https://www.safe1.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Michael George and Safe One Credit Union are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/29/26 Loans, Life Skills, and CityServe's Mission
The Moneywise Radio Show and Podcast Thursday, January 29th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Cherese Grell, President & CEO at Positive Results Unlimited, Inc. website: https://cityservenetwork.com/bakersfield/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Cherese Grell and her company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/28/26 Strong Finances, Strong Foundations: Budgeting, Emergency Funds & The Basement
The Moneywise Radio Show and Podcast Wednesday, January 28th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
1/27/26 Betting on Yourself: Credit, Retirement & the Cost of Chasing a Dream
The Moneywise Radio Show and Podcast Tuesday, January 27th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dan Betts, Comedian & Owner of, "The Well Comedy Club" website: https://www.thewellcomedyclub.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dan Betts and his company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/26/26 Credit, Banking Shifts, and Kern County Headlines
The Moneywise Radio Show and Podcast Monday, January 26th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Cox, Business Editor for The Bakersfield Californian website: www.Bakersfield.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Cox and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/23/26 Money Headlines, Credit Decisions, and Community Connections
The Moneywise Radio Show and Podcast Friday, January 23rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Vivian Cao & Michelle Valverde of the KC Asian Chamber of Commerce website: https://kernasianchamber.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Vivian Cao, Michelle Valverde and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/22/26 Law, Trust, and Reputation: Lessons from a Leading Kern County Lawyer
The Moneywise Radio Show and Podcast Thursday, January 22nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Daniel Rodriguez, Founder & President of Rodriguez Law website: https://www.rodriguezlaw.net/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Daniel Rodriguez and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/21/26 Economic Reality Check with Dr. Richard Gearhart
The Moneywise Radio Show and Podcast Wednesday, January 21st BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Richard Gearhart, Professor of Economics at CSUB website: https://rgearhart1.wixsite.com/csubeconomist The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Richard Gearhart and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/20/26 Taxman Tuesday with John Duffield: 2026 Taxes, Returns & AI
The Moneywise Radio Show and Podcast Tuesday, January 20th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Duffield, CPA/MST website: https://www.bakersfieldaccountants.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Duffield and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/16/26 Hollywood Homes, High-Tech Cars & Real-World Retirement Talk
The Moneywise Radio Show and Podcast Friday, January 16th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management
1/14/26 Long-Term Thinking in a Short-Term World: Buffett, QE, and Mortgage Rates
The Moneywise Radio Show and Podcast Wednesday, January 14th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allyn Medeiros, Agape Mortgage website: https://allynmedeiros.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allyn Medeiros and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
1/13/26 What Market Corrections, AI & Earnings Season Mean for Your Money
The Moneywise Radio Show and Podcast Tuesday, January 13th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.