Episode 99 is for anyone who’s ever wished for “just one normal day.” Dale breaks down how a simple, living plan turns constant fires—cash-flow squeezes, debt, surprise bills, hiring/retention, leadership blind spots—into clear priorities and momentum. You’ll hear practical ways to separate reserves from operating cash (think Profit First–style buckets), choose growth with eyes wide open, time-block for your best brain hours, and use compounding small actions to knock out the biggest problems first.

You’ll learn:

• The “money mechanics” checklist: cash flow, debt, surprises, insurance gaps

• When to scale vs. when to stabilize

• How prioritization + time-blocking beat procrastination and shiny objects

• Why every person (W-2 or founder) should run their life like a business

• How a real plan reduces fires, builds confidence, and accelerates wins

Questions about starting your plan? Visit LifeMovesWealth.com or email info@lifemoveswealth.com.

The Federal Reserve is widely expected to cut interest rates at its September 2025 meeting. But what does that really mean for the economy—and more importantly, for your financial plan?

In this episode of the Financial Purpose Podcast, Dale Shafer breaks down:

• The current economic backdrop of slowing job growth, sticky inflation, and political pressure.

• Why the Fed cuts rates—and what it signals about the health of the economy.

• How stocks, bonds, currencies, and commodities could respond in the short term.

• What investors, retirees, and business owners should consider when adjusting strategy.

Rate cuts can feel like good news, but they also signal potential cracks in the economy. Tune in to learn how to navigate the noise and align your financial decisions with your long-term goals.

In this episode of the Financial Purpose Podcast, host Dale Shafer shares a practical and fast way to get a snapshot of your financial health. Forget hours of spreadsheets, calculators, and jargon—this is a 10-minute wealth checkup you can do today. Dale walks you through five key areas to review—cashflow, emergency savings, debt, retirement contributions, and risk protection—offering a quick test, a helpful tip, and a next step for each. This simple process will help you uncover gaps, identify opportunities, and make sure your financial pulse is strong and steady.

In business, small compromises can lead to big problems. In this episode of the Financial Purpose Podcast, Dale Shafer shares five critical areas where you must hold your ground: pricing, values, integrity, contract terms, and time. Learn how to protect your business from scope creep, eroded margins, and damaged reputation—while attracting the right clients, partners, and opportunities. If you’ve ever felt pressure to “just this once” give in, this episode will give you the clarity and confidence to say no without losing sight of your long-term goals.

In Episode 95, Dale Shafer gets real—talking to himself (and to you) about the pressure of being overwhelmed and overscheduled. From managing client meetings to running a nonprofit and learning Italian, Dale shares five proven strategies to stay productive when life gets chaotic. Whether you’re burning out or just trying to stay ahead, this episode offers a practical framework to regain focus and protect your energy. Listen in and learn how to prioritize ruthlessly, time block with intention, say no with confidence, clear mental clutter, and start and end each day with purpose.

In Episode 94, Dale Shafer dives into what real financial advice looks like — and it’s not just spreadsheets, charts, or market commentary. It’s the messy, beautiful intersection of money and life. Building on the conversation from Episode 92 with Carl Richards, Dale shares client stories that show how powerful financial planning becomes when it starts with emotions, values, and goals — not just numbers. From jet skis to career changes to grief and loss, this episode explores how money conversations can support life’s biggest decisions.

In Episode 93, Dale Shafer gets real about the uncomfortable truths in traditional financial advising. After a recent client conversation that questioned the value of personalized advice versus a low-cost online investment platform, Dale breaks down exactly what makes Life Moves Wealth — and the BOSS Method — different. He dives into what real financial planning looks like: aligning your wealth with your life purpose, engaging in multi-generational conversations, navigating complex tax planning, and making space for emotional, human-centered decisions. If you’re wondering whether your advisor is truly working for you, this episode is a must-listen.

In this episode, Dale welcomes a very special guest—Carl Richards of The Behavior Gap. Known for his New York Times column and iconic financial sketches, Carl shares the story behind his new book, Your Money: Reimagining Wealth Through 101 Simple Sketches. Together, Dale and Carl explore the emotional and behavioral side of money, the illusion of financial certainty, and the importance of starting meaningful conversations around values, goals, and financial decisions. This isn’t just about spreadsheets—it’s about the human experience of wealth.

In this episode of the Financial Purpose Podcast, Dale Shafer dives into one of the most overlooked yet critical aspects of long-term financial planning: estate plan coordination. From outdated beneficiaries to unfunded buy-sell agreements and tax-conflicting trusts, Dale shares real-world stories that illustrate how uncoordinated estate documents can unravel decades of planning. Whether you’re a business owner or high-net-worth individual, this episode outlines the simple yet essential steps to ensure your estate plan works the way you intended—before it’s too late. Based on his latest blog, “The Costly Mistake of the Uncoordinated Estate Plan,” this is a must-listen for anyone serious about protecting their legacy.

In Episode 90 of the Financial Purpose Podcast, Dale Shafer wraps up the B.O.S.S. Method series with the final “S”—Succession. If you’re a business owner thinking about what comes next, this episode is your guide. Dale breaks down the emotional and strategic steps of succession planning, from defining your post-exit purpose to maximizing business value and creating a tax-efficient transition. Whether you’re two years or twenty years away from selling your business, this episode will help you start planning now—before it’s too late.

In episode 89 of the Financial Purpose Podcast, Dale breaks down the third stage of the BOSS Method—Secure—and explains why business owners must shift their perspective from operator to investor. From developing strategic plans to scale sustainably, to separating operational and growth capital, Dale dives deep into the systems, structures, and financial forecasts that create long-term business resilience and personal wealth. Learn how to avoid overreliance on your business asset, build recurring revenue, implement contingency plans, and prepare for inevitable transitions—all with real-life stories and candid insight.

In this episode, Dale continues the breakdown of the BOSS Method—the business owner strategic success framework—by focusing on the “O” for Optimize. From cleaning up cash flow and building financial reserves to entity structure, proactive tax planning, KPI dashboards, and risk management, Dale shares how business owners can increase profitability, reduce risk, and align their business and personal financial lives. If your advisor isn’t talking to you about any of this, it might be time to upgrade.

Learn how to optimize your business as a true financial asset—not just a source of income.

In Episode 87, Dale breaks down the “B” in B.O.S.S.—Build—the first stage of his Business Owner Strategic Success Method. From aligning personal and business finances to managing risk and planning for long-term value, this episode lays the foundation for business owners who want to grow real wealth, not just revenue. Dale shares how traditional financial advice often fails entrepreneurs and explains why Life Moves Wealth takes a different approach. If you’re a business owner feeling the weight of growth, payroll, and planning, this one’s for you.

In this episode, Dale Shafer tackles the rise of viral financial advice spreading across TikTok, Instagram, and other platforms—and why most of it is dangerously misleading. From claims about getting rich through UGMA accounts and writing off your life through an LLC, to the false promises of whole life insurance as an investment, Dale breaks down five of the most common and misleading money myths making the rounds. He also shares a story of hitting an unexpected eagle on the golf course (while battling a summer cold) and how that moment ties into the theme of luck versus logic. If you’ve ever wondered whether these short-form financial influencers know what they’re talking about—this episode is for you.

Opportunity cost is one of the most powerful — and most overlooked — factors in your financial life. In this episode, Dale takes the “Where Should Your Next Dollar Go?” conversation to the next level. He dives into the unseen tradeoffs behind every decision — whether it’s paying off debt, investing in your business, or spending time on low-value tasks. Discover how to think more strategically about your money, time, and energy, and learn how pausing to evaluate your options can lead to smarter long-term outcomes in both life and business.

In this powerful episode, Dale Shaffer sits down with John Morris—entrepreneur, podcaster, and author of 10 Minutes Early: How I Earned a Life No One Gave Me. John shares how he built PHP Commercial Painting from his garage into a multimillion-dollar business by hiring formerly incarcerated individuals and giving them not just a job, but a future. Together they explore the meaning of leadership, personal transformation, financial literacy, and the life-changing impact of opportunity. This is more than a business story—it’s a movement.

In this milestone episode, Dale celebrates 10 years in the financial advisory business and shares 10 powerful lessons learned along the way. From understanding why behavior matters more than market trends, to the value of ongoing planning and building a business with integrity, this episode is packed with personal insights and professional wisdom. Whether you’re a business owner, an aspiring financial planner, or someone seeking financial clarity, this episode delivers inspiration and practical takeaways.

Are you feeling stuck in the daily grind of your business? In this episode of the Financial Purpose Podcast, Dale Shafer dives into the burnout cycle that so many business owners face—especially mid-year—and shares practical strategies to escape it. From shifting into a leadership mindset to tracking KPIs and systematizing operations, Dale reveals how to stop working in your business and start working on it. Plus, learn how the BOSS Method can help you regain control and run your business like an investor. Don’t wait until you’re completely burnt out—tune in and take your next step toward clarity and freedom.

In Episode 81, Dale Shafer walks you through the critical question many clients are asking: “Where should my next dollar go?” Whether you’ve received a bonus, a tax refund, or just have extra cash flow, Dale outlines 10 simple and powerful steps to help you prioritize and take control of your financial future. From tracking your net worth and building a cash reserve to eliminating high-interest debt and investing with purpose, this episode serves as a blueprint for strengthening your financial house—brick by brick. Download the companion flowchart at LifeMovesWealth.com and start making confident money moves today.

In this milestone 80th episode, Dale dives deep into one of the most crucial tools for any business owner: the KPI dashboard. Building off the previous episode on operating capital, Dale breaks down the four key categories of KPIs every business should be tracking—regardless of industry. From revenue growth to profitability, operations to exit strategy, this episode walks you through exactly what to measure, why it matters, and how to track it—using real data from his own firm, Life Moves Wealth. Whether you’re scaling, planning for an exit, or just trying to stop flying blind, this episode is packed with actionable insights and no-BS financial advice.