Oct 23, 202629 minS1
How do you talk to your parents about money without it feeling awkward or intrusive? This episode of Finerate shows you how. Nearly 1 in 4 American adults now provides ongoing care for a family member, according to...
business
Finerate
Hosted by Anastasia Taber · business · EN
About this Podcast:
Finerate is a financial education community for people who are ready to move from financial anxiety to financial confidence - and this is our podcast.Hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 45 year investment advisor, Finerate explores the psychology of money, the gap between knowing what to do and actually doing it, and the financial decisions that shape your life, whether you're just starting out or finally ready to get serious.It's a real conversation between a Millennial CFP® and a Boomer investment advisor who have spent six years talking honestly about money - what works, what doesn't, and why smart people still struggle to act on what they know.New episodes every other Friday.Finerate is the home of the podcast formerly known as Creating Wealth. Join the community at getfinerate.com.
Pitch Analysis
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Finerate
What is Finerate about?
Finerate is a financial education community for people who are ready to move from financial anxiety to financial confidence - and this is our podcast.
Who hosts Finerate?
Finerate is hosted by Anastasia Taber. The show has published 172 episodes to date.
What has Finerate covered recently?
Recent episodes include "How to Talk to Your Parents About Money (Without Making It Weird)" (23 October 2026, 29 minutes), "Rates Are Up, Debt Is Up, AI Is Everywhere. Now What?" (9 October 2026, 30 minutes), and "The Financial News Diet: What's Actually Worth Your Attention" (25 September 2026, 25 minutes).
How often does Finerate publish?
Finerate publishes roughly every two weeks, with episodes averaging 28 minutes across 172 episodes.
How hard is it to get booked on Finerate?
Booking probability for Finerate is 35%, and the host is rated Selective on guests. Finerate requires a Pod Score of 80 or higher. Finerate's contact route on record: verified email.
Who should pitch Finerate?
The strongest fits for Finerate are Investing & Wealth Management and Lending & Credit Cards. Finerate has a business audience.
About the host
Anastasia Taber hosts Finerate, a business podcast with 172 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 9, 202630 minS1
The Fed is raising interest rates again, the national debt keeps climbing, and AI is reshaping the stock market. What does any of it mean for your money? In this episode of Finerate, CFP® Anastasia Taber and 45-year...
- Sep 25, 202625 minS1
Do you really need to check the markets every day to be responsible with your money? In this episode of Finerate, CFP® Anastasia Taber and 45-year investment advisor Bill Taber take on the constant pull of financial...
- Sep 11, 202630 minS1
A daily coffee, invested instead of spent, can grow into real money over a few decades. It's also true that one large purchase can wipe out years of saving on small items. So why does that one small purchase often carry...
- Aug 28, 202626 minS1
Does writing down a goal actually make you more likely to achieve it or is that just motivational-poster advice? In this episode of Finerate, CFP® Anastasia Taber and 45-year investment advisor Bill Taber separate the...
View More
- Aug 14, 202631 minS1
What if getting clear on your priorities isn't about giving things up but about creating more freedom? In this episode of Finerate, CFP® Anastasia Taber and 45-year investment advisor Bill Taber make the case that real...
Episode #166
The Money Conversations Teenagers Actually Need
Jul 31, 202623 minS1What should you actually be teaching your teenager about money and when? In this episode of Finerate, CFP® Anastasia Taber and 45-year investment advisor Bill Taber tackle the real, practical money conversations parents...
- Jul 3, 202617 minS1
After six years and 163 episodes of Creating Wealth, we're turning the page. This is the episode where we tell you what we're building, why now, and what drove each of us to take this step. Because Finerate came from...
- Jun 19, 202635 minS1
If you haven't heard Part 1 yet, start there first . Part 1 laid out what's happening and named some truly wild predictions. Part 2 answers the question that actually matters: given all of that, what do you do? With...
- Jun 5, 202644 minS1
We do this once a year: a dedicated episode on artificial intelligence and what it means for your financial life. And every year, the material is big enough for a two-parter. Part 1 is the orientation: what's happening...
- May 22, 202624 minS1
We're bringing this one back, because the problem it covers is even more relevant in today's environment. Social comparison has always been part of human nature. But financial social comparison in 2026 is a different...
- May 8, 202626 minS1
One in three Americans plans to start a side hustle or business in 2026. Most of the conversation around that number is about how to do it. Few conversations are about whether you're ready and what to do with the money...
- Apr 24, 202635 minS1
The S&P 500 is near record highs. So why does your financial life still feel uncertain? In this episode, Anastasia and Bill tackle the disconnect that a lot of people are feeling in this moment where markets are up...
- Apr 10, 202633 minS1
What does Star Wars have to do with building wealth? More than you'd think. In this episode, Anastasia introduces Bill to the core framework from James Clear's bestselling Atomic Habits: An Easy & Proven Way to Build...
Episode #157
Cryptocurrency 401
Apr 1, 20265 minS1Fair warning: this one is a little different. Every April Fools Day, Anastasia and Bill take a break from their regularly scheduled financial wisdom to do something a little silly, and this year is no exception. In...
- Mar 27, 202631 minS1
What if the biggest obstacle to building wealth isn't what you know, but what you believe? This is one of our most downloaded episodes ever, and we're bringing it back because three years later, it's more relevant than...
- Mar 13, 202627 minS1
What if the best financial advice ever written came from ancient Babylon and was published exactly 100 years ago? In this episode, Anastasia and Bill walk through the seven money principles from George S. Clason's...
- Feb 27, 202625 minS1
How often should you rebalance your investment portfolio? If you Google this question, you'll find the standard answer: quarterly or annually. But what if that advice doesn't fit YOUR situation? In this episode...
- Feb 13, 202630 minS1
Bitcoin dropped from all-time highs. AI agents are making headlines. Ray Dalio is warning about a once-in-a-generation debt cycle. So what should you actually do with your money right now? In this episode, we cut...
- Jan 30, 202636 minS1
Why do lottery winners often end up broke within three years? Why do you suddenly face an unexpected car repair the moment you get a raise? It's not bad luck—it's your Money Blueprint. In this episode, we dive deep into...
Recent guests
Recent guests on Finerate. Study who booked and why before you pitch.
A
Adam Carroll
Mastery of Money Guru and Founder of The Shred Method, The Shred Method
A
Anastasia Taber
Finerate
B
Bill Taber
Taber Asset Management
M
Michael Silverman
Silver Lining Insurance Agency
Best industries to pitch Finerate for
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