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Financial Margin

Financial Margin

Jared Humphries

Millennial Margin was formed to provide people with a unique approach to personal finance through the strategic building of Margin. Margin is the space outside the chaos and in a society that continues to push an agenda of a fast-paced, high stress, low satisfaction environment, Margin is ever-so-missing. So what's the solution? The solution is to focus on what adds the most value to you specifically, not wanting what others have just for the sake of wanting what others have. Instead finding contentment in simplifying life through a process I call audit, automate, augment. This allows you to see what you specifically want, where you are and where you want to be, backing that out into actionable steps. Those steps are then automated and scaled. Personal finance is well personal, so Margin focuses on building momentum through monthly themes broken down into weekly series and further into daily episodes focusing on you. Allowing for a positive compound effect to set in allowing you to truly gain control of your personal finances therefore, building intentional Margin into life. I am thankful to be a part of your journey and hope that you find this resource transformational. Now let's build some Margin!! --Jared Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.
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Top 10 Financial Margin Episodes

Goodpods has curated a list of the 10 best Financial Margin episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Financial Margin for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Financial Margin episode by adding your comments to the episode page.

Financial Margin - What will be your financial legacy!?
play

11/11/22 • 7 min

So here’s the deal, you actually have to plan your financial legacy. Much like any individual who you received any amount of inheritance from, that inheritance had to be intentionally planned for. Not only for who it would go to and what it would be used for, but the intentional accumulation of those resources over time.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

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Financial Margin - Should you plan for your funeral?
play

11/10/22 • 7 min

Let’s talk about the thing that you may dread more than taxes, death. It seems like it’s so easy to be so unprepared for this aspect of life, even though we all know it will happen at some point. Death is certain, you and I have no idea the day, month or year we will pass on but ensuring that you have some key components in-place will give you and your loved one’s peace of mind.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

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Financial Margin - Is a family trust the right answer?
play

11/09/22 • 8 min

There’s so much that can happen in life to upset our so-called plans. So setting up a family trust can protect the assets in the event that one or more individuals are involved in a lawsuit, bankruptcy, or divorce. In addition to this, it provides additional privacy for the family protecting the estate from having the assets made public.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

bookmark
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share episode
Financial Margin - The purpose of a will

The purpose of a will

Financial Margin

play

11/08/22 • 10 min

A will is such an important piece of documentation whether you are 18 or 80. Now, as you continue to further and further outline your will, you may consider establishing a trust for your family, which we will cover in the next episode.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

bookmark
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Financial Margin - What’s your inheritance?
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11/07/22 • 14 min

Most people have very mixed emotions about receiving an inheritance from someone. Meaning that although what is being passed down may be a blessing and an honor to receive, this also means that the one who has made you their beneficiary has typically passed on. Unlike a person’s legacy, an inheritance specifically refers to an exchange of assets whether that be monetary, real-estate, family heirlooms, stocks, or assets otherwise.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

bookmark
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share episode
Financial Margin - 10 documents to protect your legacy!
play

11/04/22 • 8 min

This theme is focused on ensuring that you are doing your best to do a full evaluation at least once a year of what you have in-place, where you store those critical documents, ensuring that your taxes are organized and that you have documentation outlining what you own and what you owe.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

bookmark
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share episode
Financial Margin - Other insurance you need!!
play

11/03/22 • 8 min

In the theme on shelter and transportation, we discussed in greater depths the need for homeowners or renters insurance as well as auto insurance. In many cases these policies are required from management or lending institutions in order to cover the asset that you either own or rent. However, I want to bring these up briefly in this theme as it’s especially important for your legacy that you have the right amount of insurance for what is typically your greatest expenses.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

bookmark
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share episode
Financial Margin - Should you have pet insurance!?
play

11/02/22 • 9 min

A question that seems to be a continually growing concern for people is protecting their pets. In recent years pets have become more and more a part of the family as people have swooned over gourmet pet food, premium toys and in some cases even outfits. Now this is not a mockery of a seemingly newfound love of pets.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

bookmark
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share episode
Financial Margin - You need life Insurance!!
play

11/01/22 • 11 min

In the theme on care we briefly covered life insurance. I stress the importance of life insurance for those who are not self-insured because it is usually an inexpensive cost (in the big picture) that can provide you and your loved ones with a great deal of peace of mind. Now there is still a use for life insurance if you are self-insured, but the justification for it significantly decreases.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

bookmark
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share episode
Financial Margin - How does income affect your financial legacy?
play

11/14/22 • 9 min

This is to be expected, but depending on your age group, consider your income life-cycle. How many years will you be in the career-field you are in, at what point will you transfer or sell that business, or when do you plan to actually retire. These are all considerations to ensure that your income feeds your legacy.

Margin Membership Sign-up: https://millennialmargin.com/learn/

How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW

Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.

Listen to the podcast: https://margin.simplecast.com/

Have a question? Contact Jared at [email protected]

Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com

Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.

bookmark
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share episode

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FAQ

How many episodes does Financial Margin have?

Financial Margin currently has 538 episodes available.

What topics does Financial Margin cover?

The podcast is about Budgeting, Investing, Personal Finance, Courses, Podcasts, Education and Business.

What is the most popular episode on Financial Margin?

The episode title 'Show some gratitude!' is the most popular.

What is the average episode length on Financial Margin?

The average episode length on Financial Margin is 9 minutes.

How often are episodes of Financial Margin released?

Episodes of Financial Margin are typically released every day.

When was the first episode of Financial Margin?

The first episode of Financial Margin was released on Dec 21, 2020.

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