The Essential Podcast

The Essential Podcast
Detach from the constant noise of the financial world and focus on what’s Essential - family, purpose, and recreation. Tommy discusses financial and life strategies you can use to essentialize your life.

Game Night Ideas and The Importance of Play
Nov 5 • 18 min
Recreation is Essential. Prioritize and cultivate “play” for your family and friends with these suggestions.
3 Keys To Unlock Your Purpose
Oct 22 • 15 min
No matter your current season of life, we should all be striving to clarify our purpose. Here are 3 keys to help unlock and identify yours.
Essential Vacationing with Kids or Grandkids
Oct 8 • 17 min
Kids vacationing with grandparents can be a win-win. The benefits are far reaching for everyone involved, and on this episode, we discuss some tips for making it a little easier.
A Day In The Life Of A Financial Advisor
Sep 24 • 11 min
Ever wonder what we do all day? Hint: It’s not like the movies. We reveal a little of the day to day at Barko Financial and discuss the most difficult and most rewarding aspects of being an Advisor.
How To Add 10 Years To Your Life
Sep 10 • 13 min
The research is in —> Optimistic people live longer! Here are 4 tips to cultivate optimism in your life and make it happier and (hopefully) longer.
3 Essential Productivity Tips
Aug 27 • 14 min
Use these 3 Productivity Tips to remain focused and boost productivity in either your Personal or Professional Life.
7 Essential Questions to Ask a Financial Advisor
Aug 13 • 20 min
It’s important to ask the right questions before partnering with an advisor. On this episode, we answer all 7 of the “Interview Questions” recommended by Dave Ramsey and Chris Hogan: What do you love about your job? What services do you provide clients?…
Dangers of Emotional Investing
Jul 30 • 14 min
The Dow recently set (another) record, closing at 27,359.16. Curious what should you do? With the market’s near all-time highs, it’s crucial to keep emotions in check and remain focused on your objectives. Here is some timely perspective to help identify…
Essential Financial Planning Tools
Jul 17 • 15 min
There are some basic aspects of financial life that everyone should have a good handle on. We’ve made some of our powerful financial tools available for free because we believe everyone deserves access to them. On this episode, we discuss three key…
Happy Independence Day!
Jul 3 • 2 min
Wishing you a fun and safe 4th of July! Here are a few fun facts about the holiday just in time for conversations at the family BBQ.
Travel, Without the Baggage.
Jun 18 • 15 min
Traveling this summer? Here are 5 tips to help you get by with just a carry-on. Air travel is stressful. While some stress may be unavoidable, like the long lines at security, other sources of stress, like dealing with luggage check-in and baggage claim,…
Obsolete by 2025?
Jun 4 • 23 min
Technology is moving fast and likely won’t slow down. We consider a few everyday things that could be on the way to obsolescence. Join in for this episode and consider the possibilities with us.
Essential Reading - 3 Books in 3 Weeks
May 21 • 21 min
Tommy read 3 really good (dare we say essential) books in 3 weeks and discusses the highlights and how they were indirectly connected. Tune in for our first Essential Reading book review! Authors: James Clear, Cal Newport, and Laura Vanderkam.
What About Dave Ramsey??
May 6 • 11 min
We get a lot of financial questions. A lot. One of the most frequent questions is something like “what do we think about Dave Ramsey” and “do you agree with his financial philosophies?” Want to know where we stand? Have a listen.
Essential Travel Destinations 2.0
Apr 23 • 28 min
Summer is almost here and for many folks, that means V-A-C-A-T-I-O-N. Here are two destinations to consider now and to definitely put on your “Life List.”
Slavery Still Exists Today - EyeHeartWorld
Apr 10 • 26 min
Slavery still exists today. In this episode, our chat with Brian Russo, the founder and Executive Director of EHW, is both inspiring and heartbreaking. Listen to learn the vision of EHW and then visit to join the movement. Eye Heart…
4 Steps To Build Your Personal Legacy
Mar 26 • 15 min
Use this four-step framework to build your personal legacy.
When Is The Next Recession?
Mar 13 • 15 min
A common question in the current economic environment, and for good reason. The causes of Recessions are often complicated, and they can be misunderstood and sometimes downright scary. In this episode we answer these questions and more: What is a…
Is Recreation Essential?
Feb 26 • 14 min
What is recreation? Is it really essential? We answer these questions and provide some tips on how to create a “life list” and protect our ability to play.
Living Work-Optional
Feb 12 • 11 min
A Work-Optional Lifestyle is more than a mindset. We explain what it is and how you can identify and achieve (or maintain) the Work-Optional Lifestyle you aspire to.
4 Tips For Family Time
Jan 30 • 15 min
Make time for those that matter with these four tips on essentializing family time.
Season 2 Kick Off!
Jan 16 • 9 min
Season 2 is here! We’re pumped for what’s in store for 2019 and this season of the show. Preview what to expect as you edit your life, filter out the noise and focus on the Essentials - Family, Purpose, and Recreation.
Jumpstart Your Goals in 2019
Jan 2 • 14 min
Happy New Year! The difference between a dream and a goal is a plan. Use our Essential Planning Approach to help you identify and achieve your goals this year, and finally make those New Year’s Resolutions a reality.
Merry Christmas!
Dec 19, 2018 • 1 min
Merry Christmas from all of us at Barko Financial! Wishing you and your family all the joy of the season as we celebrate the greatest gift of all - Jesus!
An Essential Christmas
Dec 5, 2018 • 9 min
Merry Christmas! On this episode we discuss how to tune out the noise and have an Essential Christmas. ‘Tis the season!
Happy Thanksgiving!
Nov 21, 2018 • 1 min
Wishing all of our Podcast friends and family a Happy Thanksgiving! We are thankful for you!
Gratitude and Goals
Nov 6, 2018 • 13 min
Do you have gratitude for today, ambition for tomorrow? Our “W5” goal setting process can help, and it all begins with being grateful for where we are and what we have accomplished.
Two Essential Travel Destinations
Oct 23, 2018 • 12 min
Here are two places in the U.S. you should add to your bucket list!
Essential Phone Apps
Oct 9, 2018 • 13 min
On this episode we discuss 5 of our favorite phone apps.
Essential Health Tips
Sep 26, 2018 • 15 min
Do you ever find yourself in the middle of the year wondering how you missed your health goals? If so, this episode is for you! We discuss tactics to reach a healthier lifestyle which is an Essential activity!
Emotional Investing
Sep 12, 2018 • 13 min
We discuss the perils of investing with your emotions.
Essential Travel Tips
Aug 28, 2018 • 14 min
We discuss the Essential items that we always take with us when we travel.
Why Process Matters
Aug 14, 2018 • 9 min
We unpack the importance of having a process to accomplish your Essential goals around Family, Occupation, and Recreation.
The Essential Planning Approach
Jul 31, 2018 • 14 min
We spend more time planning for our vacations than we do our future. Our latest podcast episode discusses a quick fix to uncovering your future career, financial and family life goals.
Essentialism 2.0
Jul 17, 2018 • 15 min
We revisit and further unpack Essentialism. This time we discuss how it can improve your personal life.
Happy Fourth of July!
Jul 3, 2018 • 1 min
Have a safe and happy Fourth of July!
Four Hidden Budget Items
Jun 19, 2018 • 11 min
Don’t forget about these items in your budget!
Critical Financial Events
Jun 5, 2018 • 8 min
We unpack what Critical Financial Events are and how they can impact your financial future.
Frequently Asked Questions
May 23, 2018 • 9 min
We answer those questions we regularly receive from our clients. Ask your questions at
Bank Card Fraud
May 6, 2018 • 8 min
Have you ever found fraudulent charges on your bank card? We did, $508 actually, this episodes outlines a process to dispute them and essential habits to monitoring your accounts.
Mother’s Day Gift Ideas
Apr 23, 2018 • 9 min
Tommy and Matt discuss gift ideas for the special ladies in your life!
Spring Cleaning
Apr 7, 2018 • 16 min
Six must-do spring cleaning items!
Apr 7, 2018 • 9 min
Tommy and Matt discuss what Essentialism is and how it can impact your life.
Who We Are
Apr 7, 2018 • 8 min
An introduction to Barko Financial.