It's All Money Podcast Por 707 Media arte de portada

It's All Money

It's All Money

De: 707 Media
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 Finance isn't for you.
Money is for "experts" and that's not you.
Financial content is too "complicated" and it's not for you.

In this day and age, those are common and valid statements to make.
But what if it were different?

It's All Money is that show.

Imagine listening to a 20 minute episode and walking away with one nugget that could help you with money. Not a "system" you don't have time for or global "movement" to sap all your emotions. Just one tip that could help you feel informed in the moment of a financial decision. That's financial confidence, in your hip pocket.


Episodes span across 4 categories- financial markets, macro economics, tactical money saving tips and stories of people and money. Many consider those 4 completely different topics, but ultimately the lessons learned from each will end up hitting your checking account.

Because ultimately, It's All Money.707 Media, Fermata Advisors Economía Finanzas Personales
Episodios
  • Getting Real About Real Estate in 2025

    Getting Real About Real Estate in 2025
    Apr 25 2025
    Real Estate Headlines hurt these days don’t they? “Pending Sales Hit All Time Low” “Forecast Downgraded” “Commision Litigation Could Impact Sales” “REAL ESTATE HALTED” While trends, data and comps matter, in real estate every deal is unique and individual. Your friend’s house price doesn’t matter as much as your list price, your offer price. This week on It's All Money, host Dano Weir and Sonoma Wealth Advisor Shelby Wirick go in search of real answers from realtors actually doing deals right now- Kristie Eddy and Mary Bienek from Sotheby’s, Morgan Devencenzi from eXp, Chris Meadors from Compass, Mary Fillinger from Hedge and Miguel Paredes III from Holmes Burrell. Collectively the panel has over $1 billion in real estate transactions across dozens of years in Sonoma, Napa, Marin Counties and beyond. Find answers to these questions and more: How did the market change in 2024?Why is this alleged “bad market” actually a benefit for buyers?What is the *deal* with the commission thing?Is Zillow even close to correct?Why is there “no such thing” as a bad interest rate? Enjoy this encouraging and educational look at what happened and what could be next in real estate in 2025. Filmed on-location at SOMO Cowork in Rohnert Park, CA: https://www.somocowork.com/ Guests on the show include: Kristie Eddy Sotheby’s International Realty (949) 577-1717 Kristie.Eddy@Sothebys.Realty http://www.kristieeddy.com/ DRE# 02095273 Mary Bienek, Realtor Sotheby's International Realty (707) 787-8659 Mary@marybienek.com https://www.sothebysrealty.com/eng/associate/180-a-3176-66368357/mary-bienek DRE#01877389 Morgan Devencenzi Sullivan Group @ eXp Realty (707) 696.8654 Morgan@sullivangroupwinecountry.com https://morgansullivan.exprealty.com/index.php DRE Number: 02092448 Miguel Paredes III Holmes Burrell Real Estate (415) 233-3235 Miguel@holmesburrell.com https://miguel.viewnorthbayhomes.com/ DRE License# 01790855 Chris Meadors Compass Napa and Sonoma (707) 287-3528 Chris@meadorsgroup.com https://www.meadorsgroup.com/ DRE #02024636 Mary Fillinger Pearson Fillinger Group @ Hedge Realty (650) 703-4800 mary@fillingerteam.com https://pearsonfillinger.com/ #02147040 Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ References: https://spectrumnews1.com/ca/southern-california/housing/2024/09/30/home-turnovers-are-at-their-lowest-level-in-30-years https://www.nytimes.com/2024/12/11/realestate/housing-market-2024-2025.html https://www.realestatenews.com/2025/03/24/home-sales-optimism-fades-with-nar-economists-new-forecast https://www.reuters.com/markets/us/us-pending-home-sales-tumble-record-low-january-2025-02-27/ https://www.northbaybusinessjournal.com/article/industry-news/sonoma-county-lost-decade-of-new-housing-in-2008-financial-crisis/ https://rocket.com/homes/market-reports/ca/sonoma-county https://www.resiclubanalytics.com/p/the-vanishing-young-homebuyer-median-first-time-homebuyer-age-jumps-from-28-in-1991-to-38-in-2024 Credits: Voiceover - Dano Music – Neon Beach “Sparkle Rising” https://www.youtube.com/watch?v=bAyi2K2L_lo ________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    1 h y 7 m
  • You Don't Want To Hear This Episode...About Estate Mistakes

    You Don't Want To Hear This Episode...About Estate Mistakes
    Mar 12 2025
    You don’t want to hear this episode.
    No one does.

    But you probably need to watch this episode.If you’re in the orbit of Sonoma Wealth, then you’re a planner. You’ve planned your whole life, and yes, you can plan your death too.But why bother?Did you know depending on the situation, the government can take 40% of what you have just to transfer it from you to your loved ones? Did you know making every kid mutual trustee on your estate can actually be a problem for them? What if the mark you wanted to leave on the world wasn’t left the way you want it?Hard questions to ask, answer and hear.On a special episode of It’s All Money, Sonoma Wealth Managing Principal Daren Blonski CFP® shares his own experiences as a participant in countless estate plans. He details the many mistakes that could potentially be avoided and the peace you can provide for your family with a clear plan.

    Learn more about Sonoma Wealth and take our Free Wealth Analysis: https://sonomawealthadvisors.com/

    Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth
    _______________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    31 m
  • 8 Ways Sonoma Wealth *Thinks* About Money

    8 Ways Sonoma Wealth *Thinks* About Money
    Feb 26 2025
    “Money’s all in your mind” sounds pretty hokey, doesn’t it? But trace every decision you’ve ever made in life, including your money. Where did it all flow from? Right 😉🧠.At Sonoma Wealth Advisors, we offer a holistic approach for our clients (and future clients!). This includes starting at square 1, or even square 0- How do you think about money?What’s your behavior around it? What’s your history with it? Where did that come from? Are you happy with the results, or time for a reanalysis?In this introspective episode, hosts Dano Weir and Daren Blonski CFP® look at the 8 Ways We Think About Money at Sonoma Wealth Advisors.This is a great episode for someone just getting started with organizing their finances, we hope you enjoy and learn even 1 thing to help you in your journey.

    Learn more about Sonoma Wealth and take our Free Wealth Analysis: https://sonomawealthadvisors.com/

    Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth

    References: https://www.advisorperspectives.com/articles/2025/02/12/nvidia-shares-no-longer-bulletproof-deepseek-fears
    _______________
    Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
    Más Menos
    45 m
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