The MPowered Finance Podcast with Sid Misra, CFP® Podcast Por Sid Misra Certified Financial Planner™ arte de portada

The MPowered Finance Podcast with Sid Misra, CFP®

The MPowered Finance Podcast with Sid Misra, CFP®

De: Sid Misra Certified Financial Planner™
Escúchala gratis

Acerca de esta escucha

We’re all part of the financial system—whether we like it or not. Those who understand how it works can build wealth, create options, and live life on their own terms. Those who don’t often end up stuck, working hard but falling behind.


I'm Sid Misra, CFP®, a CERTIFIED FINANCIAL PLANNER™ professional and financial educator. Through this podcast, I simplify complex financial topics—retirement, investing, tax strategies, market volatility, merging love & money, and more. My goal is to educate and empower you to take control of your finances and your future.


🎯 Ready to learn? Hit subscribe and start building clarity and confidence in your financial life.


Disclosures:
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the links section. MPowered Finance and Beacon Financial Group are separate entities from LPL Financial.


Trademark Disclaimer:
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark with plaque design in the United States, which it authorizes for use by individuals who successfully complete CFP Board’s initial and ongoing certification requirements

© 2025 The MPowered Finance Podcast with Sid Misra, CFP®
Economía Finanzas Personales
Episodios
  • Before You Buy or Die | Real Estate & Estate Planning Advice with Ruma Mazumdar, ESQ
    May 10 2025

    Thinking about buying a home? Wondering if you need an estate plan? In this episode, I sit down with Ruma Mazumdar, Esq, founder of Key Esquire®, to demystify the legal side of real estate transactions and estate planning.

    We break down:
    ✅ What a real estate attorney actually does in NJ
    ✅ Why attorney review is essential—and not just a formality
    ✅ Common real estate contract traps (and how to avoid them)
    ✅ Estate planning basics: wills, trusts, powers of attorney
    ✅ What happens if you don’t have an estate plan
    ✅ Why title insurance matters—even when buying from family
    ✅ How to protect your home and legacy for the next generation

    Whether you're a first-time homebuyer, a real estate investor, or want to protect your family’s future, this interview is packed with legal and financial insights you need to hear.

    📍 Ruma is a licensed attorney in New Jersey and New York, and she brings a modern, client-focused approach to law that empowers homeowners, couples, and professionals to make confident decisions.

    👉 Learn more about Ruma Mazumdar and Key Esquire®:
    🌐 Website: https://www.keyesquire.com
    📸 Instagram: @keyesquire

    Sid Misra, Certified Financial Planner™
    Beacon Financial Group

    I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together

    Schedule an intro call with me: https://go.oncehub.com/SidMisra

    ---

    To learn more about me, please visit my website: https://www.sidmisra.net/

    I post a lot of educational content on LinkedIn that you won't want to miss out on

    Find me on LinkedIn: https://www.linkedin.com/in/sid-misra/

    ----

    Listen to the MPowered Finance Podcast: https://mpoweredfinance.buzzsprout.com/

    Gautam Misra
    Beacon Financial Group

    Más Menos
    55 m
  • Should We Lend Money to Family and Friends? - Love, Marriage, and Finances
    Apr 25 2025

    Should you lend money to family or friends? What if your partner disagrees? In this episode of Love, Marriage, and Finances, Sid Misra CFP® breaks down the emotional and financial risks of lending to loved ones—and how to navigate it as a couple.

    💸 Lending money to family is common, but it’s also complicated. Studies show that 42% of people who lend to loved ones never get paid back. That can create stress not just between the lender and borrower—but also between spouses.

    In this episode, you'll learn:
    ✅ How to talk with your spouse before lending money
    ✅ Questions to ask before saying yes
    ✅ Why you should never lend money you can’t afford to lose
    ✅ What to include in a written loan agreement
    ✅ The tax and legal issues you can’t ignore
    ✅ Alternatives to lending that still support your loved ones

    Whether you're newly married or years into your relationship, understanding how to handle financial requests from family and friends is critical for protecting your relationship and your finances.

    👍 Don’t forget to like, subscribe, and share if this helped you!

    💡 About Love, Marriage, and Finances: A YouTube series hosted by Certified Financial Planner™ Sid Misra, focused on helping couples navigate love and money. From prenups and financial planning to debt, budgeting, and retirement, we cover it all.

    🧭 About Sid:
    Sid Misra, CFP® is a Certified Financial Planner™ with Beacon Financial Group and LPL Financial. He helps individuals, couples, and families - especially those preparing for retirement - gain clarity, confidence, and control over their financial lives.

    From investment strategies and tax planning to navigating complex life decisions, Sid provides personalized, relationship-driven financial planning tailored to every stage of life.

    🔗 Connect with Sid:
    🌐 Website: sidmisra.net/
    📅 Schedule a call: go.oncehub.com/SidMisra
    💼 LinkedIn: linkedin.com/in/sid-misra/
    📱 Instagram: @SidMisraFinance
    🎧 Podcast: mpoweredfinance.buzzsprout.com/


    Gautam Misra
    Beacon Financial Group

    Más Menos
    7 m
  • Tariffs and Market Panic - What You Need to Know
    Apr 13 2025

    Are the latest headlines about tariffs and market volatility making you nervous? You're not alone.

    In this video, Certified Financial Planner™ professional Sid Misra breaks down what’s really happening with the recent market drop—and how smart financial planning helps you stay grounded during uncertain times.

    You'll learn:
    ✔️ Why markets reacted to new tariffs
    ✔️ What rising inflation and slower growth could mean
    ✔️ How diversification protects your portfolio
    ✔️ Why preparing beats predicting in volatile markets

    Whether you're close to retirement or just starting out, this is the clarity you need to make confident financial decisions—no matter what the news says.

    👉 Need help building a plan? Let’s talk: www.sidmisra.net

    Sid Misra, Certified Financial Planner™
    Beacon Financial Group


    #money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #federalreserve #interestrates #mortgage
    ---

    I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together

    Schedule an intro call with me: https://go.oncehub.com/SidMisra

    ---

    To learn more about me, please visit my website: https://www.sidmisra.net/

    ----

    Check out my YouTube channel: https://www.youtube.com/channel/UCZBF

    Más Menos
    5 m
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
Todavía no hay opiniones