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Money Mile

Justin Waller

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Designed for active people looking to be active throughout their lifetime. We break down complex financial topics into mile-sized bits of education to help you make decisions confidently.
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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In this episode, "Wills Thrills & Legal Spills," David breaks down complex terms like wills, trusts and executor. Hear stories to demystify the essential documents for estate planning, such as power of attorney. Get ready to learn how to plan your estate as seamlessly as planning a journey to a theme park. Tune in and equip yourself with the knowle…
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In this episode, David's is joined by Jeanette Koncikowski, a writer and advocate for widowed parents. Tune is as she shares her journey following the sudden loss of her husband due to a rare epilepsy-related illness. Jeanette shares her personal experiences from her memoir "Shipwrecked," detailing how she navigated the challenging terrain of grief…
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What if syncing your workouts to your menstrual cycle could mean the difference between podium finishes and painful struggles? Kateryna Moisyeyeva—widely known as Coach Kat —has lived it. After escaping an abusive marriage and starting from scratch in triathlon, she turned personal trauma into elite-level achievements and a groundbreaking approach …
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In this episode David has a conversation with Jason Harris author of Good Grief: Celebrate Your Life about the delicate dance to handling grief, from personal loss to life's unexpected changes. Jason shares his ideas on how we can better celebrate lives and navigate those tough moments. Stick with us; you'll want to hear this! For David's book, oth…
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In this episode David welcomes Andrea Pomeroy, a poetic voice of resilience and transformation. Andrea, a nurse, author and devoted mother channels her life experiences into poetry offering a window into personal growth amid adversity. Tune in as Andrea shares her insights on using poetry for healing, discussing pivotal poems from her book Memories…
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In this episode, I sit down with Kirsten McCay, a triathlete, coach, and personal trainer excelling in both endurance sports and motherhood. She’s won her age group at the 70.3 North American Championships twice, even after spinal surgery—showcasing her resilience and mental toughness. Kirsten talks about balancing intense training with parenting, …
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In this episode David Edey has a conversation with Dr. Thomas William Deans, an expert on family businesses and wills. Did you know that 152 million American and 15 million Canadian adults don't have a will? Tom talks about why talking about family money is so hard and shares how having family meetings can help. He also dives into the tricky topic …
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Feeling like a deer caught in headlights when it comes to legacy planning? Tune into this episode as David chats with Nancy Olsen, the founder of Legacy Moments Last Forever. Whether it's tales from World War II nurses, awkward family wills, or how to use your iPhone to record Grandma’s favorite recipes. Trust us; it’s like getting a hug from your …
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What does the home-buying process look like? How do you navigate interest rates? What type of loan best suits your needs? These are just a few of the questions David Gulbransen is uniquely qualified to answer. David is a loan officer in Northern California whose focus is providing the best communication, service, product knowledge, and transparency…
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On this episode David has a conversation with Debbie Weiss, a widow who took a wild ride through online dating after losing her husband George. From binge-watching Netflix with Manhattans in hand Debbie's journey is filled with laughter, lessons, and late-life love. Tune in for an episode that's equal parts funny and heartwarming as Debbie shares h…
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In this episode David chats with Rob Carrick, a personal finance columnist from The Globe and Mail. Rob shares surprising results from his recent survey about inheritances in Canada. They discuss why many Canadians expect to inherit six figures and whether this is realistic. They also talk about how longer lifespans and rising healthcare costs coul…
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Ollie has been a running and strength coach in the fitness industry for over a decade. He’s an avid runner who enjoys everything from 5ks to ultramarathons. He’s worked with triathletes and has a wealth of knowledge on athletic conditioning. He is also the host of, “Training to Endure,” a podcast that shares interesting stories and interviews about…
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This is episode 100 Are you interested in learning how to live longer, happier, and a healthier life? David has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club and author of "Living Longer is the New Normal." Dr. Casciani shares valuable wisdom on navigating the complexities of aging, addressing cognitive challenges, and hav…
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Lisa Bishop is a four-time qualifier for the Ironman 70.3 world championships and a two-time age-group winner for the 70.3 distances. She's also a wife, mom, full-time employee, and competitive athlete. Lisa shares her story about starting in triathlon and how she balances and manages her athletic hobby and work and home life. You will want to hear…
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Those of us with families and an active lifestyle may find it challenging to find time to read. The opportunity to listen to audiobooks is one ancillary benefit of training. In this episode of Money Mile, you’ll hear 5 audiobook recommendations with valuable financial information. If you’re looking for your next read (or listen) you won’t want to m…
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Have you ever wondered what it would be like to become a pro triathlete? Laura “Sid” Siddall did just that. Laura has spent the past 10 years competing professionally all around the world. She joins me today to discuss her professional triathlon career, her involvement in various nonprofit organizations, and the key differences between men's and wo…
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As a sub-9 Ironman, Parker Kerth is hard to beat. This NVDM senior triathlon coach is a podcaster and all-around athlete. In this episode of Money Mile, you’ll hear how he got started coaching and how he uses data to up his game. Make sure to stick around until the end to hear today’s Question on Course: How do you factor in finances with a blended…
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Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for coping, and the transformative power of supporting others while navigating loss and healing. Tune in for an inspiring discussion on navigating grief in tod…
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Are you tired of trying all kinds of different tech solutions to manage your cash flow? Or maybe you’re still burying your head in the sand and simply crossing your fingers that your expenses will be less than your income this month. The biggest challenge people have with their cashflow is their lack of spending awareness. This is because, for most…
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In this episode David talks about "Die With Zero" by Bill Perkins. The book explores an unconventional approach to wealth management and legacy planning that challenges the traditional beliefs about saving for retirement. So sit back, reflect on your relationship with money, and consider how to make each moment count. After listening, we encourage …
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David has a conversation with family farm transition expert Elaine Froese about the intricacies of farm family dynamics and the crucial aspects of succession planning within agricultural businesses. Elaine shares her expertise on facilitating tough conversations between family members, specifically founders and the next generation, the episode emph…
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Many of you have heard of the famous 60-40 portfolio, but is it a realistic portfolio distribution? I recently had a listener ask this question. In this episode of Money Mile, we’ll explore what it means to save for retirement and how the accumulation and decumulation phases differ. Then we’ll dive into the nitty-gritty of portfolio distributions. …
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Are you ready to secure your family's future and protect your legacy? In this episode, David tackles some frequently asked listeners questions about wills, estate planning, and the impact on your loved ones. From heartbreaking stories to empowering examples, David talks about the importance of making a will, the consequences of not having one, and …
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David's guest is Dr. Riley Moynes who shares invaluable insights into the psychological challenges of retirement and the "4 phases of retirement" that can help retirees navigate this significant life transition. The discussion also touches on the importance of legacy and estate planning related to the phases of retirement, highlighting the signific…
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In today's episode of Money Mile, you’ll learn about my process for updating my clients' and my own retirement income projections to get a sense of the process I follow when helping clients. Are you ready for your mile-sized bit of financial education? Click play to get started. You will want to hear this episode if you are interested in... The pri…
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Do you ever think about the future of triathlon? It lies with the next generation. Christina Dorrer is an inspirational triathlete who is breaking the barriers of multisport so that kids from all walks of life can participate. In this episode of Money Mile, you’ll hear a bit about Christina’s accomplishments, but also about those of the kids she ha…
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David talks with Kelly Kirk, a remarkable individual with an extraordinary love, loss, and resilience story. Kelly shares his journey from struggling with homelessness after business failure to finding hope through his deep connection with his late wife, Sophia. Their love story, filled with unwavering support and perseverance, is truly inspiring. …
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David talks with Deborah Covell Fletcher, the author of Finding Your Hey, a crash course into braving grief and embracing Joy. Deborah believes in finding joy in the little things and living life. The book encourages others to change their outlook on life and embrace happiness. Deborah hopes to inspire readers to approach their lives more positivel…
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As triathletes, we are naturally competitive–we like to win! However, winning in a race is much different than winning with money. Finances can cause abundant stress in life, but there are ways that you can design your life so that you win with money. In this episode, you’ll learn five ways to win with money, so grab your earbuds and training shoes…
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David has a conversation with Tsitsi Mutendi, a family business expert and author of Raising The Baobab. Tsitsi shares her family's incredible entrepreneurship and generational wealth-building journey in Zimbabwe. Learn about her family's challenges and the crucial lessons learned about passing down businesses across generations. If you're curious …
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In this episode, David has a conversation with Greg Barnsdale author of Do Not Ignore Your Mortality, who shares his experiences working in the death industry and his personal health scare. The conversation highlights the importance of proactive end-of-life planning, dispels misconceptions about wills and power of attorney, and stresses the need fo…
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Kathy Grady has been involved with triathlons for more than 20 years. She won her age group at the Des Moines 70.3 and even finished 3rd in her age group at the Oregon 70.3–with an injury! This extraordinary athlete and high-performing coach is here to discuss her journey in triathlon, her experience with coaching, and how she is actively overcomin…
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Join David and guest Wayne Zell author of Your Multimillion Dollar Exit. Tune in as they explore the critical nuances of estate and succession planning for businesses. Drawing from Wayne Zell's wealth of experience in business succession planning, this episode provides real-life examples that underscore the importance of proactive planning to ensur…
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Estate planning is fun! Said No One. Ever ! David has a conversation with Rich Lippman author of Bucket List. Tune in as Rich introduces the concept of "Missions of Meaning" in estate planning, where a portion of inheritance is dedicated to funding missions that create positive impact and lasting memories. From writing "forever letters" to the impo…
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Jamie So has participated in 19 Ironmans and over 70 half-Ironmans. She has even raced the Eagleman 70.3 for 18 consecutive years. Are curious to hear how Jamie has accomplished competing in all of these races? Click play to find out. You will want to hear this episode if you are interested in... How she got started in Ironman [2:22] How Jaime defi…
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David is joined by the inspiring Katharine Giovanni, best-selling author of "The Ultimate Path to Unlocking Your Power." Together, they explore the transformative power of forgiveness, as Katharine introduces her concept of the Forgiveness Matrix. Through personal stories and insights, they delve into the complexities of forgiveness, navigating fam…
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Science educator and health and wellness coach, Dr. Denise Allen joins me today to discuss her incredible healing journey back to becoming a top-tier triathlete. Not only has she had the opportunity to race at the 2023 World Triathlon Championships, but she also received the 2022 USAT Multisport Most Inspirational Comeback Award. Denise’s story wil…
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In this episode David continues his conversation with Certified Executor Advisor and estate planning expert Bruce Young. They delve deeper into the importance of ongoing conversations about estate planning within families. Bruce emphasizes the need for regular reviews of estate plans, especially when life circumstances change, and advocates for adv…
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Struggling with how to approach the challenging topic of estate planning with your family? In this episode of David has a conversation with Certified Executor Advisor and estate planning expert Bruce Young. Bruce shares invaluable insights on the importance of candid conversations and family harmony in creating purpose-driven estate plans. Join the…
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Listen in as David has a conversation with business and finance expert Carol Roth sharing her experience of creating the Future File System after facing the unexpected loss of loved ones, including her father. Carol emphasizes the profound impact of her father's proactive planning and how it inspired her to develop a product to help others navigate…
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How can you perform at a top level in your triathlon? Learn from those who are doing their best! In this episode of Money Mile, we explore the intersection of triathlon and finance with Rebecca McKee. Rebecca has learned how to overcome obstacles to do her very best. She shares her journey by discussing her experiences and challenges in this open c…
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In part 2 David continues his conversation with the inspiring Juliette Watt. They delve into the importance of recognizing and helping people with compassion fatigue, Juliette shares profound insights drawn from her personal experiences and expertise. She highlights the signs of compassion fatigue, effective coping strategies, and the necessity of …
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David's guest Juliette Watt, opens up about the challenges of caregiver fatigue and the impact of family dynamics on the caregiving process. Juliette shares her personal experiences with caring for a mentally ill and narcissistic mother, shedding light on the complexities of feeling duty-bound in such relationships. From her confrontation with Fran…
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Total Body Fitness creates a positive impact on over 6000 athletes each year! However, Total Body Fitness doesn’t just put on races they also introduce and train new athletes in the sport of triathlon. On this episode, Mark Shaw and Bill Driskill join me to discuss how they have been spreading the sport of triathlon to the world for over 30 years. …
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David's guest, Madame Maven developed a curiosity about death from an early age, influenced by her experiences of watching people's responses to death and working in a nursing home at 18. She began collecting clippings related to death and dying, including obituaries and alternative burial options. She also continued to explore the topic through he…
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In this episode, David answers some thought-provoking questions from the audience about settling estates and avoiding family conflicts. The questions cover a range of complex family dynamics, from dealing with estranged family members to setting boundaries with contentious beneficiaries. For David's book, other resources and more visit www.davidede…
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If you have listened to Money Mile lately, you have probably heard our financial training plan episodes. It’s finally time to wrap them up now that we have taken a dive through the main financial planning topics at the sprint, Olympic, and long course levels. In addition, we’ll discuss what’s coming next for the show, so listen in to hear what you …
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Join David for a conversation with Dan Fogel as he shares his captivating story of love, loss, and the profound insights gained through grief. After the passing of his wife of 45 years, Dan found solace in processing his grief through writing, ultimately leading to the discovery of Sue's hidden thoughts and desires through her journals. For David's…
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Here at Money Mile, we love to shine the light on good people doing great things in the sport and our guest today is so positive that her own light shines through on this episode. Pam Coley is a successful small business owner, mother, grandmother, and an average person who enjoys triathlon. On this episode, you’ll hear how she got into the sport, …
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