Creating Wealth
Business & Finance
About
Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
Episodes
- The Side Hustle Economy: How to Know If You're Ready and What to Do With the Money
One in three Americans plans to start a side hustle or business in 2026. Most of the conversation around that number is about how to do it. Few conversations are about whether you're ready and what to do with the money when it starts comin…
- The Market Is Up. So Why Does the Economy Still Feel Hard?
The S&P 500 is near record highs. So why does your financial life still feel uncertain? In this episode, Anastasia and Bill tackle the disconnect that a lot of people are feeling in this moment where markets are up, hiring is slow, costs a…
- Atomic Habits, Atomic Wealth: Applying James Clear's Framework to Your Financial Life
What does Star Wars have to do with building wealth? More than you'd think. In this episode, Anastasia introduces Bill to the core framework from James Clear's bestselling Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Ba…
- Cryptocurrency 401
Fair warning: this one is a little different. Every April Fools Day, Anastasia and Bill take a break from their regularly scheduled financial wisdom to do something a little silly, and this year is no exception. In today's episode, they ta…
- The 4 Money Beliefs That May Rule Your Life: A Re-Release
What if the biggest obstacle to building wealth isn't what you know, but what you believe? This is one of our most downloaded episodes ever, and we're bringing it back because three years later, it's more relevant than ever. In this conver…
- The Richest Man in Babylon: The 7 Money Principles That Still Work 100 Years Later
What if the best financial advice ever written came from ancient Babylon and was published exactly 100 years ago? In this episode, Anastasia and Bill walk through the seven money principles from George S. Clason's classic The Richest Man i…
- Should You Rebalance Quarterly? Why Calendar-Based Rebalancing Might Cost You Returns
How often should you rebalance your investment portfolio? If you Google this question, you'll find the standard answer: quarterly or annually. But what if that advice doesn't fit YOUR situation? In this episode, father-daughter advisor tea…
- AI, Crypto & Market Chaos: Back-to-Basics Wealth Building for Millennials
Bitcoin dropped from all-time highs. AI agents are making headlines. Ray Dalio is warning about a once-in-a-generation debt cycle. So what should you actually do with your money right now? In this episode, we cut through the noise to help…
- Thinking Rich vs. Thinking Poor: 5 Mindset Shifts to Rewire Your Wealth Thermostat
Why do lottery winners often end up broke within three years? Why do you suddenly face an unexpected car repair the moment you get a raise? It's not bad luck—it's your Money Blueprint. In this episode, we dive deep into the psychology of w…
- The 2026 Budget Refresh: Funding Your Future Self & The Keep, Kill, Pivot Method
Is your New Year's resolution to "spend less"? We think you can do better. In this episode, we ditch the restrictive "financial diet" mentality and focus on a Value-Based Audit for 2026. Budgeting isn't just about math; it's about alignmen…
- The Financial Mental Load: Why You're Too Tired to Budget & How to Stop the "Bandwidth Tax"
Are you "bad with money," or are you just exhausted? If your brain feels like a browser with 100 tabs open, you are likely carrying a heavy mental load. While we often talk about mental load regarding chores or parenting, there is a Financ…
- Why Gratitude is the Ultimate Currency: Your Messages of Abundance & Thanks
It's our favorite tradition of the year! In this special holiday episode, we step away from the spreadsheets and stock charts to focus on the "mental game" of money: Gratitude. We believe that an Abundance Mindset is critical for financial…
- The Invisible Costs: Why Cognitive Biases (Not Math) Are Ruining Your Financial Decisions
Don't let your emotions and 'mental shortcuts' sabotage your financial future. This is the essential deep-dive into the Invisible Costs of Cognitive Biases and the behavioral finance secrets that cost millennials thousands in lost savings…
- Bubbles & Chatbots: What You Really Need to Know About AI in 2025
Artificial intelligence is evolving at lightning speed, but how do you separate innovation from the hype? And what does any of this mean for your daily life, your privacy, and your investment decisions? In this episode, we break down the b…
- From Scarcity to Success: The Neuroscience of Financial Confidence with John Longhill
What if the biggest barrier to financial success isn't your income, but your mindset? In this episode, we sit down with John Longhill, a certified NeuroChange Solutions consultant who teaches Dr. Joe Dispenza's Change Your Mind – Create Ne…
- National Debt Update: How We Got Here and What Comes Next
The U.S. national debt has surged to record highs, crossing $38 trillion and counting. What does that really mean for the U.S. economy and our financial future? In this episode, we revisit the topic of America's debt since our discussions…
- Beyond Stocks & Bonds: Understanding Alternative Investments
Alternative investments (also known as "alts") are gaining traction with investors who want to go beyond the traditional 60/40 portfolio. But what exactly are they? And are they a good fit for your financial goals? In this episode, we brea…
- Money Smarts & Mindset: Financial Confidence with Jenny Groberg
In this episode, we sit down with Jenny Groberg, founder and CEO of BookSmarts Accounting, to talk about what it really means to feel confident with your finances. Jenny brings both strategic know-how and real-life perspective as a CEO, fi…
- When Adult Kids Still Rely on You: How to Support Without Sacrificing Retirement
Are you still helping your adult children financially while also trying to plan for your own retirement? You're not alone. A recent AARP survey found that 75% of parents with adult children provide some financial support, often averaging m…
- What History Teaches Us About the Future of the U.S. Economy
Is America on the decline, and what does that mean for your financial future? In this thought-provoking episode, we unpack key ideas from billionaire investor Ray Dalio's Principles for Dealing with The Changing World Order: Why Nations Su…
- What the One Big Beautiful Bill Act Means for Your Wallet
What's the One Big Beautiful Bill Act and why is it making U.S. headlines? In this episode, we break down this new major tax law and explore how it affects financial planning for individuals, families, business owners, and retirees. From c…
- The Psychology of Spending: What Actually Makes Us Happier?
Can money actually buy happiness? In this episode, we explore the surprising science behind happier spending, based on insights from the book Happy Money by Elizabeth Dunn and Michael Norton. We dive into five key principles—like buying ex…
- Financial Misinformation: How to Protect Yourself from Bad Advice
In today's digital age, financial misinformation is everywhere, especially on social media platforms like TikTok, Instagram, and YouTube. In this episode, we're diving into the growing problem of financial misinformation online and how it…
- Your Financial Mindset: A Re-Release
What if your biggest financial obstacle isn't your income or expenses, but your mindset? In this re-released episode, we're revisiting one of our most popular conversations. Originally recorded in 2020 as a follow-up to our discussion on h…
- From Employee to Entrepreneur: Lessons from 25+ Years of Running a Business
Ever thought about leaving your 9-to-5 and building a business of your own? In this episode, we sit down with co-host and seasoned entrepreneur Bill Taber to explore what it really takes to succeed as a small business owner. With over 25 y…
- All About Roth: How It Works, When to Contribute, and Advanced Strategies
Confused about Roth accounts? You're not alone. In this episode, we're breaking down one of the most important—and misunderstood—topics in retirement planning in the U.S. We'll walk through the key differences between Roth and Traditional…
- AI in 2025: What's New, What's Next, and What It Means for You, Part Two
Welcome to our annual AI update! A lot has changed in just a year, and in 2025, artificial intelligence is advancing faster than ever—impacting how we work, live, and interact with the world around us. In this two-part series, we break dow…
- AI in 2025: What's New, What's Next, and What It Means for You, Part One
Welcome to our annual AI update! A lot has changed in just a year, and in 2025, artificial intelligence is advancing faster than ever—impacting how we work, live, and interact with the world around us. In this two-part series, we break dow…
- What Now? Navigating Job Loss and Industry Disruption
In this episode, we talk about how to take control after a job loss and make smart decisions for your financial future and career. We discuss what to do in the immediate aftermath, including addressing the emotional impact of job loss and…
- Should I Have Kids? Expert Insights on Emotional and Financial Preparedness – with Ann Davidman
In this insightful episode, we tackle one of life's most consequential decisions: "Should I Have Kids?" with the help of our special guest, Ann Davidman—a seasoned marriage and family therapist from the San Francisco Bay Area. Together, we…
- Baby Finances 401
Welcome to a very special episode of our podcast! We're taking a break from our usual deep dives into personal finance to explore a fun, unconventional perspective—through the eyes of Anastasia's toddler daughter (and Bill's granddaughter)…
- From Theory to Practice: How to Increase Your Well-Being Every Day, Part Two
Welcome back to our March series on well-being, inspired by Yale's renowned Science of Well-Being course by Professor Laurie Santos. In our last episode, we debunked common myths about happiness and explored how our brains sometimes lead u…
- What Really Makes Us Happy? Insights from Yale's Science of Well-Being, Part One
Welcome to our March series on well-being, inspired by Yale's renowned Science of Well-Being course by Professor Laurie Santos. In this first episode, we dive into the core misconceptions about happiness and explore how our minds can somet…
- Regulating Emotions During Jumpy Markets: A Re-Release
Welcome back to the podcast! In this re-released episode, we revisit one of our most popular discussions—"Regulating Emotions During Jumpy Markets"—with fresh context for 2025. With the U.S. stock market at all-time highs and investment re…
- Finances and Forever: Building a Strong Foundation for Marriage - with Rev. Dr. Scott Paczkowski
Thinking about getting married? Before saying "I do," it's crucial to have honest conversations about communication, finances, and long-term goals to build a strong foundation for your marriage. In this episode, Rev. Dr. Scott Paczkowski,…
- All About Tariffs: What They Are and Why They Matter to You
Tariffs—what are they, and why do they matter to you? In this episode, we break down the basics of tariffs, explaining why governments use them and how they impact everything from the price of everyday goods to job opportunities. If you're…
- 10 Tiny Tweaks That Will Transform Your Budget in 2025
Start your financial year off right! In this episode, we review how our budgets went in the last year, what we learned, and what we want to focus on in the next year. We'll also explore why focusing on small tweaks—not massive overhauls—is…
- Understanding the 4 Levels of Wealth: Where Do You Stand and How Can You Level Up?
Are you ready to take control of your financial future? In this episode, we're breaking down the four levels of wealth—a powerful framework that can help you understand where you stand financially, where you want to go, and how to get ther…
- Listener Reflections: Gratitude and the Abundance Mindset
In this special episode, we're revisiting one of our favorite annual topics: gratitude. It's no secret that practicing gratitude can lead to a happier and more fulfilling life—but did you know it can also play a key role in building wealth…
- Planning for the Unexpected: The Role of Insurance in Financial Security - with Michael Silverman
Insurance can be a confusing and often overlooked part of personal finance, but it plays a critical role in safeguarding your financial future. In this episode, we're joined by Michael Silverman, President and CEO of Silver Lining Insuranc…
- What You Need to Know About Estate Planning - with Olesya Sidorkina
In this episode, we're tackling an essential yet often overlooked personal finance topic: estate planning. Whether you're just starting out in your career or well along your wealth-building journey, having an estate plan is critical for pr…
- Challenging Nostalgia: Millennials, Boomers, and Rose-Colored History
Today, we're diving into the second part of a two-part series aimed at reversing some of the doom and gloom that seems so prevalent in American discourse today. Recent polls show that only 25% of Americans are satisfied with how things are…
- Hope Beyond the Headlines: Why the U.S. Economy is Stronger Than You Think
Previously, we discussed market volatility leading up to the U.S. election. Today, we're diving into the first part of a two-part series aimed at reversing some of the doom and gloom that seems so prevalent in American discourse today. Rec…
- Why Social Security Matters for Millennials and Gen Z
In this episode, we're diving into a topic that often seems distant for younger generations: Social Security. Many millennials and Gen Zers might think Social Security won't impact them for decades, but it's crucial to start understanding…
- Finance and Romance: Managing Money When One Partner is the CFO - with Dean Ensley
In today's episode, Anastasia is joined by a special guest--her husband Dean--to explore the intersection of finance and romance. Managing finances in a relationship has its challenges, especially when one partner takes on the role of the…
- Three Mistakes Investors Make During Election Years
How do U.S. elections impact the stock market? In this episode, we dive into "election anxiety" and how it affects your investment decisions. We'll explore the historical data on market performance during election years, whether it matters…
- Fraud-Proof Your Finances: How to Keep Your Wealth Safe
In today's digital age, fraudsters are becoming more sophisticated, targeting individuals through online scams, phishing emails, and identity theft. In this episode, we dive deep into how you can protect yourself from falling victim to fra…
- The Reality Behind Recent Market Dips: A Long-Term Investment Outlook
In this episode, we dive into the recent market volatility that has left many investors concerned. If you've noticed your investment account balances dropping or seen chatter online about market dips, we're here to provide clarity and cont…
- Understanding Influences on Your Money Habits: Experience, Luck, and Risk
In this episode, we revisit one of our favorite personal finance books, "The Psychology of Money" by Morgan Housel to understand how our individual experiences and the elements of luck and risk influence our financial decisions. Building o…
- How to Cultivate Financial Discipline to Meet Your Goals
A 2023 survey conducted by payroll.org found that 78% of Americans live paycheck to paycheck and are struggling to save or invest after covering monthly expenses. Despite markets reaching all-time highs, recent years of inflation have driv…