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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
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Money is Personal

Steven Briggs, Chairman and CEO of Briggs Financial Inc.

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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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Wealth Experience

Alman Partners Pty Ltd

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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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The Advised podcast is hosted by Financial Planner and entrepreneur Rick Luchini. On this podcast you’ll find interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Pilot Money Podcast

Timothy P. Pope, CFP®

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The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Money Over 50

Michael & Ali of Money Over 50 Financial Advisers

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An Australian podcast that provides useful information on retirement planning, superannuation, and the financial world in an easy-to-understand manner. Contact the financial planning experts Michael Hogue and Ali Hogue of Money Over 50 Financial Advisers via email at podcast@mo50.com.au
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The Investment Perspectives podcast from RSMR helps financial advisers understand the economic landscape by analysing current events from an expert investment perspective. With two decades of experience delivering independent fund ratings to advisory businesses, our forward-looking research process is dedicated to constant market monitoring and assessment. Our investment team is a fountain of knowledge and as Client Engagement and Marketing Manager at RSMR, I’m always looking for ways to get ...
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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Invest it Best

Wilsons Advisory

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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels unclear or ...
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PROpulsion LIVE

Francois du Toit

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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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Publisher Philip Macalister introduces Good Returns TV and his first guests on the show, Andrew Bascand from Harbour Asset Management. Bascand says investors should halve their return expectations in an increasingly volatile market; financial adviser Murray Weatherston believes the review of the Financial Advisers Act has been resoundingly a win for the “big end of town”; and Julian McCormack, an investment specialist for Platinum Asset Management in Sydney, tells Philip why a recovery in Eu ...
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The Women and Money Cafe is a space where women can come to listen and learn about all things money in a friendly, informal, no-jargon environment. Hosted by practising independent financial adviser and financial coach Julie Flynn. Each episode in the Women and Money Cafe we bring together members of our expert panel of female financial advisers, coaches, investment managers, guest experts and women from all walks of life to share, support and make space for Women to feel empowered with mone ...
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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacie ...
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Between Meetings with Matt Heine

Netwealth Investments Limited

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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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401(k) Specialist Podcast

401(k) Specialist Magazine

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Marcus Padley and Henry Jennings talk to fund managers, CEOs, investors and other finance professionals about the big issues, and how to navigate choppy investment markets. Great guests, great conversations, and a focus on money making ideas, straight from the experts.
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Money Ripples Podcast

Money Ripples Podcast

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Financial freedom is the ultimate goal of all who work hard to earn money, whether in the corporate world or in entrepreneurship. Your retirement years are closer than you think, so you want to build your wealth as early as possible to secure a financially comfortable future. Many turn to professional advisers for this, but at the end of the day, these people are just salespeople. Their traditional advice will never get you to the goal you want. They will simply sell you siloed tactics that ...
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Just Covered

Legal & General

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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
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The Purposeful Investor

Aden Wilkins & David Andrew

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The Purposeful Investor podcast aims to deliver curated and considered content designed to address topical items as well as continue to communicate the overall Capital Partners message of “Wealth with Purpose”. We are focused on providing engaging and supportive information to successful families in Western Australia, who are looking to create a prosperous future for themselves and those they care for. Disclaimer: The information on this podcast is of a general nature only and may not be rel ...
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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Maven Money Personal Finance Podcast

Andy Hart: Personal Finance Expert, Financial Planner, Financial Adviser, F

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Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
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WSJ Your Money Briefing

The Wall Street Journal

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Your Money Briefing is your personal-finance and career checklist, with the news that affects your money and what you do with it. From spending and saving to investing and taxes, the Wall Street Journal’s finance reporters and experts break down complicated money questions every weekday to help you make better decisions about managing your money. Hosted by J.R. Whalen.
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment. Parker breaks down the areas of focus for the conference and the bro…
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Alex is joined by this week's guests, Rory and Seb, the Founders of JLM: A "boutique" mortgage network designed for "successful and aspiring firms and sole traders." Visit JLM Mortgage Network here. Follow Rory on LinkedIn. Follow Seb on LinkedIn. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and cont…
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Some financial advisers who charge fees based on their client’s portfolio balances may make recommendations that represent a conflict of interest. Wall Street Journal personal finance reporter Anne Tergesen joins host J.R. Whalen to discuss. Listening on Google Podcasts? Here's our guide for switching to a different podcast player. Learn more about…
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Today is an important discussion around mindset for any stage of your financial journey. Listen as we discuss finding balance between saving and living, and defining success on your own terms. Enjoy! My guest, Brandon Lovingier, ChFC®, MQFP® aka The Enlisted Money Guy™, has served over 18 years in the Army – including deployments to Iraq and Afghan…
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In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the imminent TRAP Live event, superb service, FCA fee review update, Ultra’s new book (yes, really), Voice’s “planning” week, more Irish investment fraud Meat and Potatoes: Bricks and Torture Questions posted by our beloved TRAPist Patrick Duggan Culture Corner Links refer…
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Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their inves…
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Velocity Banking... is it a scam? When I bring up infinite banking, many people as if it's the same as velocity banking and it is not! Velocity banking is when you use your HELOC to invest in cash-flowing assets. Sounds like a good plan on the surface, right? Wrong, and listen to this podcast to find out why! Do better than a HELOC and start doing …
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Airlines are charging more for preferred seating on the plane, even the mediocre spots. So is it worth it to choose your own seat? WSJ travel columnist joins host Ariana Aspuru to discuss. Listening on Google Podcasts? Here's our guide for switching to a different podcast player. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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We’ve all watched documentaries and shows on Netflix, such as Tinder Swinder, Inventing Anna, The Wolf of Wall Street, and the FYRE festival, which never happened. But did you know that, so far in 2024, ScamWatch stats show that 45,000 Australians have reported scams this year, totalling financial losses of over $55 million? The leading cause - inv…
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In today’s episode Dev answers some of your questions, touching on: 👉🏾 overtime and sustainability? 👉🏿 ways to pay back credit cards? 👉🏻 increase earning potential? 👉 taxation for RNs, 👉🏼 high income earns and trusts? 👉🏽 property vs shares Related episodes 🎧 👇 348 income per unit time vs income per unit effort 094 income and deductions! 099 little …
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Chris Joye here, Founder of Coolabah Capital. Chris has been selected as one of FE fundinfo’s Top 10 “Alpha Managers” based on his risk-adjusted performance throughout his career. He has previously worked for Goldman Sachs in London an…
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After ticking lower over much of the past six months, mortgage rates are back to averaging above 7%. Wall Street Journal personal-finance reporter Veronica Dagher joins host J.R. Whalen to discuss the impact on sellers as well as housing inventory. Listening on Google Podcasts? Here's our guide for switching to a different podcast player. Learn mor…
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Turnaround times have been at record speeds in recent months, with lenders adopting more technology and AI in the mortgages space. We catch up with Bendigo Bank to find out more about how tech is accelerating the home loan process. In this episode of the In Focus podcast, sponsored by Bendigo Bank Broker, we catch up with the bank’s national manage…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Rusty Leonard, Drew Johnson, and Scott Jordan as they dive into an “Economic Update” and “Updates on the Renaissance Market.” "Helping You Make the Most of Your Money Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a re…
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There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some se…
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Blueprint Wealth Website: https://www.bpwealth.com.au/ Sherlock…
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The latest episode of the FT Adviser Editor's Podcast focuses on a few words: Talent is everywhere, opportunities are not. This is wording taken from the mission statement of youth empowerment charity Urban Synergy. Founded in 2007, the charity has helped more than 20,000 young people aged between 9 and 24 years to reach their full potential. Chief…
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Artificial intelligence programs like ChatGPT, can streamline work by performing tasks such as writing emails and preparing presentations. Wall Street Journal reporter Cordilia James joins host J.R. Whalen to discuss what you should know to avoid getting into trouble at work. Listening on Google Podcasts? Here's our guide for switching to a differe…
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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 19 April 2024. This week’s show considers Exchange Traded Funds (ETFs) inside super. ETFs are available in a variety of sectors and cater investors seeking diversified portfolios without the need for daily decision making. They can offer cost sav…
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Want to improve your relationship with money? Kate & Owen run through a list of 10 questions you can ask yourself to improve your relationship with money by reflecting on your experiences and values. Access the list of questions: https://bit.ly/money-relationship-questions Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-n…
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On this episode of the Invest it Best podcast host Ted Richards speaks with Anurag Agarwal, Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management. They discuss investing in global transportation assets including the following; - The different types of transport assets that are critical to the global supply…
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We're busy planning our next batch of episodes for you. So do let us know if you have any requests. In the meantime, over the coming weeks, each of the hosts is going to be sharing one of their favourite episodes. It's Julie's turn this week and her favourite was 51. The Secrets of Financial Coaching. This episode is packed full of tips on how to u…
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In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the …
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On this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if you haven’t already. Everybody could make some mistakes when it comes to retirement so we thought we would point out some big boo-boos so you can avoid them. Don’t be misled when it comes to the noise t…
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How did United Airlines' earnings land with investors? And why are subscribers not enough for Netflix? Plus, what troubles Live Nation? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy The Wall Street Journal
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We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasising the need to start with a clear end in mind. He delv…
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In this episode, Fred Saide discusses the importance of communication and agreement between spouses when it comes to financial planning for retirement. He emphasizes the need for both spouses to be involved in financial discussions and decisions, even if there is a division of labor in managing finances. Fred also highlights the importance of discu…
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In this episode of The Purposeful Investor, Aden and David are joined by Capital Partners' Investment Coordinator, Nick Menegola. Together, they look back at the first quarter of the calendar year. For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides gen…
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Hi everyone, and welcome to The Magellan Network Show. For years, we've discussed the "ideal client" concept in our industry. Today, let’s discuss the factors that set the best clients apart for your business. When advisors consider their ideal clients, they typically focus on wealth, occupation, or life stage. Economic factors such as these are in…
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The topics, stocks and shares mentions / discussed include: -With special guest Jamie Ward, Investor, Equity Analyst, Fund Manager, former Head of Investment Solutions @ AJ BELL @JamieCDubya on Twitter / X -With special guest Jason Needham, Full-time investor / Small to Mid cap specialist trend follower @stealthsurf on Twitter / X Website Trading B…
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In this conversation, Joe Murphy discusses the potential impact of the Tax Cuts and Jobs Act (TCJA) sunsetting in 2026 and how it can affect tax rates. He explains the concept of Roth conversions as a strategy to take advantage of current tax rates before they potentially increase in the future. Joe also discusses the factors to consider when decid…
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From working in the oil industry to real estate investor, Ricardo Rosales has done it all! Wholesaling, flipping, landlording, and coaching others in the real estate business, he is a wealth of knowledge for anyone trying to break into real estate. Listen and learn from a real estate legend! Want to start your passive real estate journey? See your …
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Much of the world's population will be going to the polls for elections in the coming years. But should advisers or their clients react to the politics, either by viewing it as a chance for profit or a threat requiring evasive action. Joining FT Adviser investment editor David Thorpe to discuss the topic are Sunil Krishnan, head of multi-asset fund…
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In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale & Kelsey are joined by the ever-vibrant Geoff O’Connor, Director of the successful accounting practice, SBB Partners, discussing everything from cats, university, Bluey and inevitably, tax. Geoff has an immense passion for people and community so his current role as President of the Mackay Region Chambe…
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Americans have less use for coins as more businesses accept digital payments. In many cases, those coins are hidden in pockets, stuck in couches, or vacuumed up. Host J.R. Whalen is joined by reporter Oyin Adedoyin, who visited a waste facility that separates coins from trash, to discuss what people can do with all the change they have around the h…
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The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the decision from a landmark payroll tax case and more on lender turnaround times as they continue to adopt new technology. This week, they discuss: Loan…
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On this episode of Cruising Through Retirement, Kevin Burcher and Steve Sedahl discuss the evolution of Social Security and the importance of understanding its history and future changes. They highlight the creation of Social Security in 1935 as a response to the Great Depression and the first check being issued in 1940. They also discuss the chang…
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Ready to make a plan with your money? Financial coach Karen Eley shows us how to make a spending plan to understand our cash flow and improve our financial wellbeing. Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mo…
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With roughly 40 percent of Americans in the overweight or obese category and as little as 12 percent of U.S. adults considered metabolically healthy, obesity plays a major role in life insurance underwriting. In this episode, Emily Bancroft, MS, ALMI, AIRC, ACS, ALU Certified Underwriter and Senior Underwriter at Crump Life Insurance Services, join…
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This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drk…
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Filing a paper tax return or math errors can delay tax refunds by weeks or even months. Wall Street Journal personal finance reporter Ashlea Ebeling joins host J.R. Whalen to discuss specific methods for contacting the IRS depending on how long you’ve been waiting for your refund. Listening on Google Podcasts? Here's our guide for switching to a di…
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This episode explores a blunt assertion that the idea of cryptocurrency replacing gold is nothing more than straightforward propaganda from the crypto industry. While gold continues to be regarded as a safe haven asset, an insurance policy for rough times, predominantly attracting institutional investors, Bitcoin is portfolio ‘hot sauce’, Global X'…
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In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year. Joel Gleeson LinkedIn: h…
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This podcast is a big part of my legacy. When I started recording a DECADE ago, I had a very specific goal in mind. I wanted to give the world the knowledge I'd learned from my own failures, successes, and life experiences. So today, I am going into my reasons I have done this so long and reviewing my journey. YOU are the reason I am still recordin…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those wi…
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