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Growing Money with Sean Trace

Sean Trace

82 episodes

2 days ago

In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...

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In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...

Show more...

Episodes (20/82)

Growing Money with Sean Trace

Money Moves Only | Kyle Luetters | Growing Money with Sean Trace

In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...

2 days ago

49 minutes

Growing Money with Sean Trace

Debt Payoff Cheatcode | Anthony Degli Obizzi Jr. | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with financial planner Anthony Degli Obizzi Jr. to talk real life money, not fantasy TikTok finance. We break down the debt avalanche vs snowball methods, how to actually pick the one that fits your personality, and why having a money plan beats winging it every single time. I share parts of my own journey paying off credit cards, and Anthony walks me through how he helps clients, especially high earning attorneys, set up a simple m...

1 week ago

34 minutes

Growing Money with Sean Trace

Beat Lifestyle Creep | Rick Luchini | Growing Money with Sean Trace

I sat down with financial advisor Rick Luchini to talk real financial freedom, not the grindy misery version. We get into living within your means without living small, beating lifestyle creep, and the simplest budget that actually works, pay yourself first with separate accounts, then spend the rest guilt free. We talk return on life over return on investment, building experiences with your family, and how to stack income streams you actually enjoy. If you are 25 to 45 and stuck betwee...

1 week ago

48 minutes

Growing Money with Sean Trace

The 5 Buckets of Profit First | Growing Money with Sean Trace

What’s up everyone! In this episode of Growing Money with Sean Trace, it’s just me today, and I’m hyped to share a huge win. I finally paid off my credit card! And the reason I was able to do it is because I started using something that completely changed how I handle money in my business: The 5 Buckets of Profit First. I’ve always been the type who struggled with managing money, but after working with an amazing certified financial planner, I started applying the Profit First method and it’s...

1 week ago

5 minutes

Growing Money with Sean Trace

Legacy Over Luxury | Zee Barfoot | Growing Money with Sean Trace

I sit down with CPA firm owner Zee Barfoot to talk real money mindset, not just spreadsheets. We get into why driving a paid off beater can beat flex culture, how to avoid credit card traps, and the non negotiables like paying your taxes on time, building an emergency fund, and getting simple term life insurance. We jam on couples and cash, aligning goals before budgets, and why treating yourself like a business, know your numbers, track your progress, changes everything. We touch Dave Ramsey...

2 weeks ago

43 minutes

Growing Money with Sean Trace

Return On Life | Lillian Turner | Growing Money with Sean Trace

I brought on Lillian Turner, a Certified Financial Planner and Registered Life Planner, to talk about money the way real people live it. We dig into money stories, mindset, and why most of us were never taught this stuff in school. Lillian shares how growing up around money stress shaped her beliefs, how she dug out of credit card debt, and why knowledge without implementation keeps people stuck. We get into practical coaching, the EVOKE method from George Kinder, and the Three Question...

2 weeks ago

40 minutes

Growing Money with Sean Trace

Mindset Glow Up | Paulina Tillman | Growing Money with Sean Trace

I sit down with Paulina from Mindset Mastery Tribe to unpack how ex corporate pros can rewire their thinking, scale fast, and actually enjoy the climb. We get real about breaking old programming, using time, space, repetition to shift identity, why daily accountability beats New Year hype, and how money beliefs either block or attract clients. We riff on You Squared, the Science of Getting Rich, and the power of a true mastermind that meets every day. I share my own Ls, wins, and why fe...

3 weeks ago

41 minutes

Growing Money with Sean Trace

Smarter Tax Planning | Austin Preece | Growing Money with Sean Trace

I sat down with Austin Preece, a 28 year old planner out of Wisconsin, to talk about money the way real people live it. We started with the human side, trust first, numbers second, because if you cannot say your priorities out loud, the spreadsheet will not save you. Austin breaks it down like a coach, track your spending, actually read your tax return, know what is coming in and what is leaking out. We get into tax planning that shows real dollar value, how to avoid the classic one year Roth...

3 weeks ago

40 minutes

Growing Money with Sean Trace

Discipline Over Drama: Sensei Rules for Money | Nicholas Bunio | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with Certified Financial Planner Nicholas Bunio to talk about real retirement planning for real people, especially teachers, doctors, nurses, and federal workers who want confidence, not hype. Nick shares how bad brokerage advice hit his own family, why discipline beats drama, and how a written financial plan gives you calm when markets swing. We connect martial arts to money, show up on rainy days, build a strong base first, ...

1 month ago

40 minutes

Growing Money with Sean Trace

Debt-Free Starts Here: The Power of Guidance | Stephen Heath | Growing Money with Sean Trace

We are back, and Money School is now co-branded with Growing Money with Sean Trace and Professor Heath’s Money Misfits. I open with a very human confession, I literally forgot to hit record on a different show, two hundred plus episodes in, which is a perfect reminder that progress beats perfection. From there we get into what actually moved my money forward this month. I worked with a financial planner, paid down eight thousand dollars toward debt, cleared my credit cards, and laid out the n...

1 month ago

48 minutes

Growing Money with Sean Trace

Never Stay Broke: From Useful to Profitable | Joseph Rutakangwa | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with Joseph Rutakangwa, co-founder of Rwazi, to unpack how decision AI, powered by zero party data, helps real companies capture market share, lower acquisition costs, and grow customer lifetime value. We get practical about starting where the problem is, from my daughter’s eraser stand in Vietnam to lemonade stand logic, and why usefulness comes before passion, margin, and scale. Joseph breaks down signals over noise, simulat...

1 month ago

50 minutes

Growing Money with Sean Trace

Small Changes, Big Freedom: How I’m Fixing My Finances at 46 | Growing Money with Sean Trace

In this solo episode of Growing Money with Sean Trace, I open up about my own financial journey of finally setting up my Roth IRA and solo 401(k) at 46, tackling debt, and learning the discipline I should have had decades ago. Working with a financial planner has been eye-opening, and I’ve started using the classic envelope method to regain control over my spending. I share what I’ve learned about borrowing from tomorrow, how small “justifiable” expenses add up, and why awareness, boundaries,...

1 month ago

20 minutes

Growing Money with Sean Trace

Rethinking Retirement: The Canoe & The Current | Patrick Negado | Growing Money with Sean Trace

On this episode of Growing Money with Sean Trace, I sit down with Patrick Negado, author of The Canoe and The Current and a retirement income and wealth transfer strategist with 28 years in the trenches. Patrick explains why most people are paralyzed by noise and conflicting hot takes, and how a simple, predictable plan beats complexity for the average retiree. We break down his Canoe and Current system, where your canoe is the reliable income that covers essentials like housing, taxes,...

1 month ago

44 minutes

Growing Money with Sean Trace

Finding Financial Calm | Michael Rodriguez | Growing Money with Sean Trace

On this episode of Growing Money with Sean Trace, I sit down with Michael Rodriguez, CFP, the founder of Equanimity Wealth, to talk about bringing real calm and clarity to our financial lives. We unpack why so many of us avoid money conversations, how that fuels constant low-grade anxiety, and why financial planning is really life planning. Michael explains equanimity, mental calmness and composure during turbulent times, and how education plus a simple plan can replace panic with confidence....

1 month ago

46 minutes

Growing Money with Sean Trace

Stop Undervaluing Yourself: The True Cost of Free Work | Growing Money with Sean Trace

On this solo episode of Growing Money, I open up about something that’s been on my mind: the real value of time. I grew up in a family that didn’t talk about money, and for years I avoided the topic altogether. But when my daughter Ailani started asking me questions about money and how we spend our time, it forced me to face these lessons head-on. From teaching her about balance through piano and Minecraft, to realizing that every “free” project I take on costs me hours I can’t get back...

1 month ago

11 minutes

Growing Money with Sean Trace

Building Real Wealth: From Money Shame To Ownership | Laura Sexton | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with money and career coach Laura Sexton to talk about turning money shame into ownership, raising kids who understand money, and building a legacy that lasts. We unpack her journey from a bankruptcy scare and 370k in debt to a positive net worth and a fully debt free life. We get practical about time in the market, compound interest, 401k and Roth IRA basics, and how to replace “we cannot afford it” with “we are choosing to...

1 month ago

54 minutes

Growing Money with Sean Trace

Money Across Cultures: Wealth Planning for Everyone | Thao Truong | Growing Money with Sean Trace

On this episode of Growing Money with Sean Trace, I sit down with Thao Truong, CFP® and Certified Divorce Financial Analyst, to talk about the lessons she’s learned about money, both personally and professionally. Thao shares her unique perspective on how culture and family shape our money mindset, from growing up in Vietnam to building a career in the U.S. We dive into why wealth management isn’t just for the rich, the importance of patience and starting early, and why cash flow matt...

1 month ago

29 minutes

Growing Money with Sean Trace

Accounting Is Truth: How to Stop Going Broke | Jason Blumer | Growing Money with Sean Trace

On this episode of Growing Money with Sean Trace, I sit down with Jason Blumer, CPA, to unpack why accounting is “the truth” for entrepreneurs. We dive into how owners go broke by siphoning too much from their businesses, why building savings and treating the company like its own entity matters, and the smart versus dangerous ways to use debt. Jason also shares insights on value pricing, money habits that support growth, and the importance of having trusted counselors to keep your decisions g...

1 month ago

46 minutes

Growing Money with Sean Trace

Your Money Story: Financial Literacy for Athletes | Caroline Piehl | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with Caroline Piehl to explore the emotional side of money and why financial planning is about much more than numbers. We talk about money stories, the beliefs we pick up as kids that shape how we spend or save as adults, and how those stories impact everything from oversaving with a scarcity mindset to overspending because we assume money will always flow in. Caroline shares her passion for bringing financial literacy to college at...

1 month ago

42 minutes

Growing Money with Sean Trace

Wealth vs. Rich: A Journey from Baseball to Finance | Kevin Thompson | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with Kevin Thompson, CFP, RICP, EA, for a conversation that blends his incredible personal journey with his professional insights on money and life. Kevin’s path started in Major League Baseball with the Yankees, and after an injury ended his career, he discovered his passion for finance. That journey included losing money to a Ponzi scheme, which gave him a firsthand understanding of why transparency and trust are so vital in this ...

1 month ago

39 minutes