Barnum Financial Group
67 episodes listed below
Practical money talk for real-life decisions.
Master Your Money and Mindset is a practical finance show built around accessible guidance and advisor conversations. It connects retirement plans, tax choices, insurance, saving habits, and money anxiety to the decisions people actually face at home.
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Master Your Money and Mindset is a personal finance show with one foot in planning mechanics and the other in the emotions that make money hard to manage. It is not built around hot takes. It is built around questions people put off. When was the last real retirement plan review? What happens to life insurance after divorce? Which year-end tax moves are still available before filing season arrives? How can younger adults start saving before “someday” becomes a permanent delay? The show answers those questions through a mix of solo guidance and advisor conversations, often drawing on Barnum Financial Group voices to explain the moving parts. The language stays accessible, but it does not avoid financial vocabulary. Contributions, beneficiaries, risk tolerance, itemized deductions, employer coverage, HSAs, market volatility, and compounding all get treated as normal parts of adult financial life. That is part of the appeal. The show does not pretend money is only a spreadsheet problem. Retirement planning is tied to anxiety, confidence, age, family changes, and how someone reacts when markets swing. Tax planning is framed as a way to reduce stress and surprises, not as a seasonal chore. Insurance after divorce becomes a conversation about children, support obligations, employer benefits, and what can go wrong when coverage is assumed instead of confirmed. Episodes about habits and wealth-building return to repetition, timing, and the difficulty of getting younger people to listen to money advice from family. The pace is brisk and conversational. The explanations often circle back to context and exceptions, which helps keep the advice from sounding one-size-fits-all. Guests such as Jeremy Huss, Mike Lynch, Ben Howarth, and Leah Davis bring different angles, from financial planning legislation to family wealth habits, divorce protection, and wealth coaching. Elizabeth Hiza anchors the show as a question-asker who keeps the discussion pointed toward what someone should check next. The show is best for people who want a practical financial literacy companion before making decisions with an advisor. It offers clarity without pretending that a podcast can replace personal advice.
Made for: People who want accessible guidance on retirement, taxes, insurance, saving habits, and financial confidence will get the most from it. It especially fits adults reviewing plans, supporting family members, or navigating major transitions.
What sets it apart: The show pairs everyday money questions with advisor-level detail, then keeps returning to the emotional habits behind the numbers. It feels less like a lecture and more like a practical planning conversation with useful caveats built in.
Master your Money and Mindset. Barnum Financial group presents a client-facing podcast that answers all your questions about personal finance, the industry and your mindset surrounding money. From trends to the tenants of the business, your host, Elizabeth Hiza will guide you along the way.
Based on 5 episodes we listened to · September 2026
Elizabeth Heise makes financial planning concrete by asking advisors how taxes, insurance, saving, and retirement choices work in everyday situations.
Master Your Money and Mindset turns consequential financial decisions into approachable conversations between Elizabeth Heise and Barnum Financial Group advisors.
A W-2 spoils your home-office deduction fantasy; Elizabeth Hiza asks the question anyway.
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Short reviews from the PlayNext desk, based on the episodes we processed.
The account is treated as one tool inside a larger financial plan.
Master Your Money and Mindset centers on the new Trump accounts, with Elizabeth Haiza and Jeremy Huss, Vice President of Financial Planning at Barnum Financial Group, laying out what they are and where they may fit.
A plainspoken retirement-plan checkup that stays focused on the questions that matter.
Master Your Money and Mindset treats a retirement-plan checkup as a clear, practical reset. Elizabeth Heise keeps the focus on the basics that often get overlooked: contributions, investment mix, beneficiaries, and the larger life choices that sit behind retirement planning.
A clear case for starting early before someday takes over.
Mike Lynch, a financial advisor from Barnum Financial Group, makes a steady case that wealth building should begin before it feels urgent. The host frames the conversation around Start Simple, Grow Big, and the advice stays centered on family members in their 20s and 30s, with…
A practical look at how divorce can reshape life insurance obligations and coverage.
The segment treats life insurance after divorce as a practical problem with real edges. Its strongest point is simple: a divorce decree can require a set amount of coverage, and employer coverage can change or fall away after a job change.
Year-end tax planning is laid out as a practical checklist of deductions, records, and work-status differences that still matter.
The piece treats year-end tax planning as a sensible errand to handle before the calendar flips, and Jeremy Huss, vice president of financial planning at Barnum & Fletcher, keeps it grounded in practical terms.
Frugality without the shame spiral.
Money rules for real-life tradeoffs.
Evidence before investing conviction.
Abundance coaching with a devotional pulse.
On Master Your Money and Mindset, Jeremy Huss says business owners should plan an exit from the day they start building a company.
Elizabeth Haiza opens the show on the new Trump accounts.
Elizabeth Heise opens with a straightforward question about the last time someone really looked at a retirement plan.
Start now, not someday.
Master Your Money and Mindset asks what happens to life insurance after divorce, with Elizabeth Heise and Barnum Financial Group advisor Ben Howarth focusing on support payments, beneficiaries, and estate documents.
This episode discusses how to create and maintain effective financial resolutions in the new year, focusing on practical strategies to make money habits last beyond January.
This episode guides listeners through reflecting on their year with compassion and clarity, reviewing financial strategies, and setting intentions for the new year to master the intersection of mindset and money.
Master Your Money and Mindset turns to year-end tax planning.
This episode features an interview with financial coach Leah Davis, focusing on helping women of color overcome financial fears and build wealth through mental and practical strategies.
The host and business coach Daniela Gerhard discuss people's personal relationships with money and how it affects their business and career.
Host Elizabeth Heise interviews Paul Blanco, CEO and founder of Barnum Financial Group, about his 30-year career and expertise in financial services and wellness.
This episode features financial planner John Pearson discussing strategies for maximizing financial aid packages and funding children's college education.
This episode features an interview with Sandra Scanny, a financial services representative, discussing her career and insights on empowering women in investing.