Finerate is a financial education community for people who are ready to move from financial anxiety to financial confidence - and this is our podcast. Hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 45 year investment advisor, Finerate explores the psychology of money, the gap between knowing what to do and actually doing it, and the financial decisions that shape your life, whether you're just starting out or finally ready to get serious. It's a real conversation between a…
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What if getting clear on your priorities isn't about giving things up but about creating more freedom? In this episode of Finerate, CFP® Anastasia Taber and 45-year investment advisor Bill Taber make the case that real abundance starts with knowing exactly what you want. Anastasia and Bill reflect on the phrase "You can have it all" and discuss how the power of visualization and believing in…
What should you actually be teaching your teenager about money and when? In this episode of Finerate, CFP® Anastasia Taber and 45-year investment advisor Bill Taber tackle the real, practical money conversations parents should be having with 13-17 year olds, drawing on Bill's firsthand experience raising four financially independent adult children. Anastasia and Bill break down the specific…
Why are so many young investors choosing meme stocks, options trading, and crypto over traditional saving and investing? In this episode of Finerate, CFP® Anastasia Taber and 45-year investment advisor Bill Taber break down the psychology and economics behind the rise of high-risk retail trading and what it says about the state of financial confidence today. A growing share of investors under 35…
After six years and 163 episodes of Creating Wealth, we're turning the page. This is the episode where we tell you what we're building, why now, and what drove each of us to take this step. Because Finerate came from something we kept seeing and haven't stopped thinking about. Anastasia has spent years watching the financial planning industry concentrate its resources on high net worth families.…
If you haven't heard Part 1 yet, start there first . Part 1 laid out what's happening and named some truly wild predictions. Part 2 answers the question that actually matters: given all of that, what do you do? With your money. With your career. With your mindset. And with the fear that many people feel right now. In this episode: One prominent thinker predicted we're heading toward an "emotional…
We do this once a year: a dedicated episode on artificial intelligence and what it means for your financial life. And every year, the material is big enough for a two-parter. Part 1 is the orientation: what's happening with AI right now, our honest reactions to some crazy predictions, and our biggest takeaways for adapting to these turbulent times. We're not AI experts. We're a CFP® and a 40+ year…
We're bringing this one back, because the problem it covers is even more relevant in today's environment. Social comparison has always been part of human nature. But financial social comparison in 2026 is a different beast. TikTok has entire subcultures built around money. Algorithms are engineered to show you exactly what makes you feel behind. The explosion of AI generated content will make the…
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 coming in. That's this episode. They cover: What's actually driving the side hustle surge: ambition versus necessity The financial readiness checklist before you…
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 are still high, and a general sense that the headline numbers don't match what's happening on the ground. In this episode, we cover: Why the gap between what…
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 Bad Ones. This wide-ranging conversation connects several threads like Daoism, Newton's First Law, and what Yoda would say, to help you establish your best…
