{"podcast":{"title":"Master Your Money and Mindset","slug":"master-your-money-and-mindset-6471670","podcast_index_feed_id":6471670,"rss_url":"https://feeds.captivate.fm/master-your-money-and-mindset/","website_url":"https://master-your-money-and-mindset.captivate.fm","image_url":"https://artwork.captivate.fm/dba9154a-add8-45a5-940b-7ddcd049bc05/06Tb4QGIZ-5q706-tj5pWvQK.jpg","author":"Barnum Financial Group","episode_count":65,"summary":"Master your Money and Mindset. Barnum Financial group presents a client-facing podcast that answers all your questions about personal finance, the industry and your mindset surrounding money. From trends to the tenants of the business, your host, Elizabeth Hiza will guide you along the way.","last_synced_at":"2026-07-15T16:18:59.425733+00:00","page_url":"https://stenobird.com/podcast/master-your-money-and-mindset-6471670"},"episode":{"title":"How to Handle a Year-End Investment Review","slug":"how-to-handle-a-year-end-investment-review","published_at":"2025-12-24T07:00:00+00:00","page_url":"https://stenobird.com/podcast/master-your-money-and-mindset-6471670/how-to-handle-a-year-end-investment-review","show_page_url":"https://stenobird.com/podcast/master-your-money-and-mindset-6471670","url":"https://master-your-money-and-mindset.captivate.fm","audio_url":"https://episodes.captivate.fm/episode/803ad1af-264c-40a7-b6e5-1c69da6488ed.mp3","summary":"Episode Description: This is the perfect time of year to pause, take a breath, and check in, not just with yourself, but with your investment portfolio. A lot can happen in twelve months. Markets move and interest rates change, and life just throws a million surprises our way. Joining us this week is John Foreman, VP of investments at Barnard Financial Group, and he will help guide us through this time, to help educate our listeners on how to handle a year-end investment review. 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: How to Handle a Year-End Investment Review Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup Podcast 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…","meta_description":"Episode Description: This is the perfect time of year to pause, take a breath, and check in, not just with yourself, but with your investment portfolio. A…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1980,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/master-your-money-and-mindset-6471670/episodes/how-to-handle-a-year-end-investment-review/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/master-your-money-and-mindset-6471670/how-to-handle-a-year-end-investment-review.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}