Best Investing Reading, Learning + Listening – Free

Spring is the perfect time to improve your financial health.

Following is a list of learning opportunities for you to listen and learn about important finance and investing topics. From how to invest an inheritance to index funds and an invitation to a free “Wealth Warrior Summit” there’s an opportunity for everyone.

First are several of my recent podcast appearances.

Next, the free Wealth Warrior Summit is an opportunity to learn from various experts about how to build wealth.

How to Invest an Inheritance – A Nine Step Guide

By Ryan Hughes at Bull Oak Capital

How to Invest an Inheritance – and More: A 9-Step Guide on What to Do With Inherited Money in San Diego

“Imagine losing a parent or close relative and finding out that you just inherited $750,000. The money is overwhelming and the loss of a loved one is devastating.

Baby boomers today are an enormous cohort of nearly 80 million people and roughly 24 percent of the U.S population. These 55 to 73-year olds were born between 1946 and 1964. The average inheritance amount ranges from the low six figures to millions of dollars. You might think that despite the loss, it would be exciting to receive a large inheritance. For most, the entire experience is very overwhelming. Most don’t know where to begin.

Perhaps you’ve pondered how your life will change now that you’ve inherited money. You’ve probably thought about the real estate and travel opportunities that would arise. However, the reality is quite different. Processing an estate can take up to a year or more and shouldn’t be rushed. The time before you access your inheritance provides time to mourn the loss of your loved one.

Follow these nine steps to properly deal with a large inheritance…..”

Learn more about Ryan Hughes – Website, Twitter, LinkedIn

#247 FinTech and 401(k)’s with Barbara Friedberg

Money Savage Podcast with George Grombacher

On this show, we talked about all the ways technology is impacting investing, specifically 401(k) plans, with Barbara Friedberg, owner of, author and former portfolio manager.  Listen to learn what you can do if your company doesn’t offer a 401(k) or you’d like to make changes to the existing plan!

For the Difference Making Tip, scan ahead to 22:14!

You can learn more about Barbara at RoboAdvisorPros.comTwitter, and LinkedIn.

Here are the articles Barbara referenced in the show 123

Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.comTwitterLinkedInInstagram and Facebook.

Ep 26: Index Funds: Security and High Returns, Demystified with Barbara Friedberg Profit Boss® Radio

Profit Boss Radio – Podcast with Hilary Hendershott

Barbara Friedberg and I dig into the differences between active and passive investment strategies. She supplies a wealth of information on exchanged traded funds. Barbara definitely has the heart of a teacher and she shares my passion for helping women take a more active role in their wealth management process.

You can find show notes and more information by clicking here.

Learn more about Hilary Hendershott – Website, Twitter, LinkedIn

The Small Business Advocate with Jim Blasingame

Brain Trust Appearances by Barbara Friedberg

Multiple appearances on the Jim Blasingame show cover a multitude of money topics:

  • Do you want to be the richest person in the graveyard?
  • The power of being devoted to blessing others.
  • Is the stock market overpriced?
  • What would trigger the next stock market correction?
  • What if the economic indicators keep looking great?
  • And more

Learn more about Jim Blasingame – Website, Twitter, LinkedIn

wealth warrior summit invitation barbara friedberg

Wealth Warrior Summit Invitation

I’m sharing my investing and wealth building advice in this free online event.

At the Wealth Warrior Summit over 25 experts share their insights on:

  • How to save money
  • Grow wealth
  • Reach financial independence

The goal of the summit is to give you practical tools to manage your money both personally and in your business and defining what financial abundance means for you and how to get there on your terms.

It’s about how you can say “YES” to that vacation in the Bahamas, “YES” to that $400 sushi dinner, and “YES” to donate $10,000 or more to your favorite charity!

Learn experts answers to these questions – and more:

  • What actions do you need to take to invest confidently to grow wealth?
  • What ways can you expand your business so that you can reach your financial goals and save money in the process?
  • How do you determine how much money you want and need? How much is enough?

Regardless of your station in life, learning and growing will make your life richer. 

Click on the “Wealth Warrior Summit” Invitation link above for free access to all of the interviews. 

Bonus; Make investing easy with FREE M1 Finance!



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