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The Abundance Mindset

The Abundance Mindset

Von: Allison Cline CFP® ChFC® & Ben Cline CRPS®
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How do I efficiently navigate the modern financial system and grow my net worth? Join Allison Cline CFP® ChFC® and Ben Cline CRPS® as they explore and unpack important topics in the realms of personal and small business finance.

Hosted on Acast. See acast.com/privacy for more information.

Abundance Wealth Management
Management & Leadership Persönliche Finanzen Ökonomie
  • Using Leverage to Strategically Grow Your Wealth
    Jun 26 2025

    Not all debt is created equal. Leverage can warm your house or burn it down. Used strategically, it can help you control more assets with less of your money. In this episode, we work through productive mental models for assessing the risks and rewards of using leverage.


    Contact: Ben@abundancewm.com


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

    Hosted on Acast. See acast.com/privacy for more information.

    Mehr anzeigen Weniger anzeigen
    17 Min.
  • Guest Episode | Paul Reimer on the Habits and Disciplines of a Successful DIY Investor
    Jun 12 2025

    We welcomed Paul Reimer back onto the podcast for a discussion on his personal principles he uses to manage his own investments. As a multi-decade DIY investor, Paul has incredible wisdom and clarity on just what it takes to manage your own investments. This is an excellent discussion to help evaluate what good investment management is and what types of people it is well suited for.


    Contact: Ben@abundancewm.com


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

    Hosted on Acast. See acast.com/privacy for more information.

    Mehr anzeigen Weniger anzeigen
    33 Min.
  • Guest Episode | Paul Reimer on US Tech Stocks and the AI Boom, Contextualizing Current Valuations
    May 29 2025

    We welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and experience with technology and investment management, giving perspective on what we're seeing in the market today around technology stocks.


    Contact: Ben@abundancewm.com


    Website: Abundance Wealth Management


    Show music: Can We Go by The Violet Nines


    DISCLAIMER


    The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


    You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

    Hosted on Acast. See acast.com/privacy for more information.

    Mehr anzeigen Weniger anzeigen
    43 Min.

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