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On the show
From 12 epsHost
Recent guests
Recent episodes
Take Control of Your Financial Future
May 20, 2026
15m 05s
Why Life Insurance is Important
May 13, 2026
14m 15s
Are Trump Accounts Too Good to Be True?
Apr 22, 2026
16m 38s
Have You Checked Your Retirement Plan Lately?
Apr 8, 2026
16m 15s
Start Now, Grow Big
Mar 18, 2026
27m 20s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/20/26 | ![]() Take Control of Your Financial Future✨ | financial planningretirement+4 | — | Barnum Financial Group | — | financial futureretirement planning+3 | — | 15m 05s | |
| 5/13/26 | ![]() Why Life Insurance is Important✨ | life insurancefinancial tools+3 | — | Barnum Financial Group | — | life insurancefinancial planning+3 | — | 14m 15s | |
| 4/22/26 | ![]() Are Trump Accounts Too Good to Be True?✨ | financial planningTrump Accounts+3 | Jeremy Hus | Barnum Financial GroupTrump Accounts | — | Trump Accountsfinancial security+3 | — | 16m 38s | |
| 4/8/26 | ![]() Have You Checked Your Retirement Plan Lately?✨ | retirement planningfinancial confidence+3 | — | Barnum Financial Group | — | retirement planfinancial check-up+3 | — | 16m 15s | |
| 3/18/26 | ![]() Start Now, Grow Big✨ | financial planningmindset+3 | Mike Lynch | Barnum Financial GroupStart Now, Grow Big | — | financial plannermoney mindset+3 | — | 27m 20s | |
| 2/11/26 | ![]() What Happens With Life Insurance After Divorce✨ | life insurancedivorce+3 | Ben Howarth | Barnum Financial Group | — | life insurancedivorce+3 | — | 24m 23s | |
| 2/4/26 | ![]() Building Better Money Habits✨ | money habitsfinancial resolutions+3 | — | Barnum Financial Group | — | money habitsfinancial resolutions+3 | — | 16m 16s | |
| 12/31/25 | ![]() Closing Out the Year with Clarity✨ | year-end reflectionfinancial review+4 | — | Barnum Financial Group | — | financial lifeyear-end+5 | — | 16m 58s | |
| 12/24/25 | ![]() How to Handle a Year-End Investment Review✨ | year-end investment reviewinvestment portfolio+3 | John Foreman | Barnum Financial GroupBarnard Financial Group | — | investment reviewfinancial decisions+3 | — | 33m 00s | |
| 12/17/25 | ![]() The Importance of Year-End Tax Planning✨ | Year-End Tax PlanningFinancial Planning+3 | Jeremy Hus | Barnum Financial Group | — | tax planningfinancial planning+3 | — | 27m 36s | |
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| 12/10/25 | ![]() 5 Rules for Retirement Decisions✨ | retirement decisionsfinancial wellness+3 | — | Barnum Financial Group | — | retirementfinancial decisions+3 | — | 15m 42s | |
| 12/3/25 | ![]() A Happier, Less Expensive Holiday Season✨ | holiday spendingfinancial discipline+3 | — | Barnum Financial Group | — | holiday seasonspending+3 | — | 16m 36s | |
| 10/1/25 | ![]() One Big Beautiful Bill Act's Impact on Estate Planning | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: One Big Beautiful Bill Act’s Impact on Estate PlanningGuest: Kate Cassidy | VP of Advanced Markets | Barnum Financial GroupEpisode Description: Friend of the show, Kate Cassidy — VP of Advanced Markets with Barnum Financial Group — joins the show to discuss the tax implications and impact The One Big Beautiful Bill Act has on estate planning.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202809-9433865 | — | ||||||
| 9/24/25 | ![]() Pulling the Curtain Back on Crypto | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: Pulling the Curtain Back on CryptoGuest: John Foreman | VP of Investments | Barnum Financial GroupEpisode Description: John Foreman, VP of Investments with Barnum Financial Group, joins Elizabeth to lay out everything you need to know about cryptocurrency. Digital currency is here to stay, and it can be intimidating to think about, but if you’re a savvy investor, you’ll want to listen to this episode.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202809-9433521 | — | ||||||
| 9/17/25 | ![]() Life Insurance in 15 Minutes! | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: Life Insurance in 15 Minutes!Guest: Brian Parmalee, CFP®, CLU® | VP of Risk Management | Barnum Financial GroupEpisode Description: We’re doing something a little different on the show this week. Brian Parmalee — VP of Risk Management for Barnum Financial Group and self-proclaimed Certified Life Insurance Nerd — joins the show to discuss all things life insurance based just in time for Life Insurance Awareness Month. Elizabeth will pepper Brian with as many questions as she can fit into 15 minutes. Here we go!Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202809-9421659 | — | ||||||
| 9/10/25 | ![]() (Replay) Why Life Insurance is Peace of Mind | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: Why Life Insurance is Peace of MindEpisode Description:This episode is part of a 4-part series that focuses on Barnum Financial Group’s Study of Americans in the Workplace. We dive into the state of financial wellness, behavioral drivers and the unmet needs of working Americans across the country. This episode is about life insurance and how it can be a key to providing you with peace of mind.Link to study: https://barnumfinancialgroup.com/2024-study-of-americans-in-the-workplace/Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202803-8424548 | — | ||||||
| 8/20/25 | ![]() Having a Service Level Mindset | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: Having a Service Level MindsetGuest: Beverly Wright | VP, Worksite Benefits | Barnum Financial GroupEpisode Description: Elizabeth Hiza explores a topic that sits at the heart of both powerful relationships and lasting impacts. This is the specific mindset of service. How you do anything is how you do everything. Joining Elizabeth this episode to provide her insights and experience to this topic is her dear friend, the VP of Worksite Benefits for Barnum Financial Group, Beverly Wright.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202808-9172695 | — | ||||||
| 8/13/25 | ![]() Hidden Financial Impacts from Remote Work | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: Hidden Financial Impacts From Remote WorkEpisode Description:This week’s mini episode digs into the hidden costs from working remotely. Elizabeth addresses those people who work from home 100% of their time or in a hybrid situation. Working from home feels like a win, and it’s definitely a huge positive, but beneath that there are real shifts that are happening in personal finance. Let’s get into it.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202807-9173267 | — | ||||||
| 8/6/25 | ![]() Stop Waiting Until You're Ready to Start Something | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: Stop Waiting Until You’re Ready to Start SomethingEpisode Description:In this week’s mini episode, Elizabeth discusses a mindset block that holds many people back in their financial life, and potentially, in other aspects of their lives. She talks about dispelling the idea that you have to wait until you’re ready before you start something. The perfect moment to start does not exist and waiting for it is only costing you time, opportunities, peace of mind, and sometimes, money.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202808-9171722 | — | ||||||
| 6/11/25 | ![]() Can You Turn Around Your Financial Situation in 90 Days? | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: Can You Turn Around Your Financial Situation in 90 Days?Episode Description:In this week’s mini episode, Elizabeth is talking about something a little bold. We’re asking the question, can you turn around your financial situation in 90 days? While 90 days won’t bring you great wealth, it will create massive momentum that could help change your bank account, your confidence, your habits and your mindset.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202805-8801206 | — | ||||||
| 6/4/25 | ![]() The Emotional Roller Coaster of Market Volatility | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: The Emotional Roller Coaster of Market VolatilityEpisode Description:Today’s mini episode dives into a topic that affects every investor at some point in their journey, which is the emotional roller coaster of market volatility. While the ups and down of a roller coaster at an amusement park are fun, the roller coaster of market volatility is not at all a fun time.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202508-8801025 | — | ||||||
| 5/28/25 | ![]() What is a Strategic Emergency Fund? | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: What is a Strategic Emergency Fund?Episode Description:This mini episode takes a brief dive into one of the most misunderstood tools in personal finance — the emergency fund. But not the basic version of an emergency fund, rather a more sophisticated, strategic emergency fund designed for anyone who’s income is on the rise.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202805-8800698 | — | ||||||
| 5/14/25 | ![]() The Tax Cuts and Jobs Act: What It Means for You in 2025 and Beyond | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: The Tax Cuts and Jobs Act: What It Means for You in 2025 and BeyondEpisode Guest: Kate Cassidy | Vice President, Advanced MarketsBio: Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administration as well as public benefits and special needs planning. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.Episode Description:This episode dives into one of the most significant tax reforms in recent history: The Tax Cuts and Jobs Act of 2017. Whether you’re a business owner, a W2 employee or just a savvy investor this law may impact your wallet in some way.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202804-8561742 | — | ||||||
| 5/7/25 | ![]() The Correlation Between Your Finances and Your Mindset | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: The Correlation Between Your Finances and Your MindsetEpisode Description:This episode explores how your thoughts and beliefs shape your financial reality, the power of financial habits, and practical strategies to move you into more of a wealth building mindset.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202804-8561226 | — | ||||||
| 4/30/25 | ![]() Save Smart, Invest Wisely | Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.Theme: Save Smart, Invest WiselyEpisode Description:This episode deals with two key financial habits: Saving the money you earn and then building habits of what to do with that money after you’ve built up that savings.Make sure to subscribe wherever you listen to your podcasts.Follow us on our Instagram: @barnumfinancialgroupPodcast Disclosure:All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated. Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.CRN202804-8561167 | — | ||||||
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