The Financial Purpose Podcast
Dale Shafer II, CFP®, CBEC®, APMA®Straight talk about aligning your financial purpose to Business, Money, and Investing.
| Publishes | Weekly | Episodes | 99 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
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Latest Episodes
Episode 99 is for anyone who’s ever wished for “just one normal day.” Dale breaks down how a simple, living plan turns constant fires—cash-flow squeezes, debt, surprise bills, hiring/retention, leadership blind spots—into clear priorities and momentu... more
The Federal Reserve is widely expected to cut interest rates at its September 2025 meeting. But what does that really mean for the economy—and more importantly, for your financial plan? In this episode of the Financial Purpose Podcast, Dale Shafer br... more
In this episode of the Financial Purpose Podcast, host Dale Shafer shares a practical and fast way to get a snapshot of your financial health. Forget hours of spreadsheets, calculators, and jargon—this is a 10-minute wealth checkup you can do today. ... more
In business, small compromises can lead to big problems. In this episode of the Financial Purpose Podcast, Dale Shafer shares five critical areas where you must hold your ground: pricing, values, integrity, contract terms, and time. Learn how to prot... more
In Episode 95, Dale Shafer gets real—talking to himself (and to you) about the pressure of being overwhelmed and overscheduled. From managing client meetings to running a nonprofit and learning Italian, Dale shares five proven strategies to stay prod... more
In Episode 94, Dale Shafer dives into what real financial advice looks like — and it’s not just spreadsheets, charts, or market commentary. It’s the messy, beautiful intersection of money and life. Building on the conversation from Episode 92 with Ca... more
In Episode 93, Dale Shafer gets real about the uncomfortable truths in traditional financial advising. After a recent client conversation that questioned the value of personalized advice versus a low-cost online investment platform, Dale breaks down ... more
In this episode, Dale welcomes a very special guest—Carl Richards of The Behavior Gap. Known for his New York Times column and iconic financial sketches, Carl shares the story behind his new book, Your Money: Reimagining Wealth Through 101 Simple Ske... more
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The Financial Purpose Podcast launched 3 years ago and published 99 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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