Podcast
Finerate
Hosted by Bill Taber and Anastasia Taber, CFP® · EN
Finerate is a financial education community for people who are ready to move from financial anxiety to financial confidence - and this is our podcast.
Hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 45 year investment advisor, Finerate explores the psychology of money, the gap between knowing what to do and actually doing it, and the financial decisions that shape your life, whether you're just starting out or finally ready to get serious.
It's a real conversation between a Millennial CFP® and a Boomer investment advisor who have spent six years talking honestly about money - what works, what doesn't, and why smart people still struggle to act on what they know.
New episodes every other Friday.
Finerate is the home of the podcast formerly known as Creating Wealth. Join the community at getfinerate.com.
32episodes
Episodes
Newest firstAll episodes
Regulating Emotions During Jumpy Markets: A Re-Release
Feb 28, 202500:19:37Tap to summarizeWelcome back to the podcast! In this re-released episode, we revisit one of our most popular discussions—"Regulating Emotions During Jumpy Markets"—with fresh context for 2025. With the U.S. stock market at all-time highs and investment returns in 2023 and 2024 rivaling those of the dot-com boom, our conversation on market volatility has never been more relevant. In this episode, Bill shared his personal insights on the turbulent market conditions of May 2022—when inflation began to surge. He even drew a compelling analogy between Mito Pereira’s 2022 PGA Championship loss and the resilience required to navigate challenging market conditions. We also discussed whether it was time for investors to adjust their strategies amid ongoing economic uncertainties. If you’re feeling the market jitters or simply seeking guidance on maintaining focus on your long-term financial goals, this episode provides practical strategies for regulating your emotions and staying on course. For any questions or comments, feel free to reach out at askcreatingwealth@taberasset.com. Tune in for timely insights that help you navigate the ups and downs of today’s market! Resources: Connect with us on LinkedIn: Bill Taber and Anastasia Taber
Transcribe →Finances and Forever: Building a Strong Foundation for Marriage - with Rev. Dr. Scott Paczkowski
Feb 14, 202500:42:36Tap to summarizeThinking about getting married? Before saying "I do," it’s crucial to have honest conversations about communication, finances, and long-term goals to build a strong foundation for your marriage. In this episode, Rev. Dr. Scott Paczkowski, senior pastor at Westminster Presbyterian Church in Des Moines, IA, joins us to share his insights from years of pre-marital counseling experience. We’ll discuss: - The most common areas of conflict in marriage and how to address them early - Key questions couples should ask each other before getting married - How to improve communication and navigate financial differences - Steps to grow together emotionally and spiritually as a couple If you’re engaged, newly married, or planning for the future, this episode will help you prepare for a successful marriage with practical tips and expert advice. Have thoughts on this episode or a question for us? We’d love to hear from you! Connect with us on LinkedIn or send us an email at askcreatingwealth@taberasset.com. Don’t forget to subscribe and leave a review—it helps others find the show! Resources: Connect with us on LinkedIn: Bill Taber and Anastasia Taber About Rev. Dr. Scott Paczkowski
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