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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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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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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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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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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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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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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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"Old wealth is built by owning more, new wealth is built by owing more." Welcome to Leverage Addicts, the podcast for purpose-driven entrepreneurs, investors and hustlers who want to maximize their time and capital by using leverage. Join us as we dive into the world of property investing and explore the different journeys of successful investors. We'll dissect real-world deals and strategies, and give you the tools you need to navigate the market and make the most of your investments. Wheth ...
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The Property Trio

Cate Bakos, David Johnston and Mike Mortlock

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Formerly The Property Planner, Buyer and Professor, our show rebranded in 2023 to The Property Trio. Residential property is the only asset class we live in, it is where we raise our families, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are ...
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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
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The Mad Investors Show

Darren Wright & Alan Hutchinson

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Each week Australian Investment Advisers Darren Wright and Alan Hutchinson bring you cutting edge info on investing in shares, the stockmarket, superannuation as well as money management tips and insights into the global economy. Brought to you by Prescott Securities and Darrenwright.com.au
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anthony patton

Anthony patton

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Network of expert advisers dedicated to real time information….educating and inspiring you with the inside scoop on all things real estate so that you can improve your lives, end stress, and ultimately help you reach financial freedom.
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With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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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 profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! 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-offi ...
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Big Picture Retirement

Devin Carroll and John Ross

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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Retirement Roux with Simon & Simon Financial

Gerald Simon, Chad Simon, Grant Simon

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Gerald, Chad, and Grant Simon 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 ...
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If Money Could Talk

Kevin Frech & Daniel Miller

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Kevin and Dan will come through your headphones or speakers every week to drop the latest on the stock market, crypto currencies, or whatever’s on our mind… Maybe even Bernie Madoff or the mortgage crisis of 2008, who knows.
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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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Let's Talk IP

Income Protection Task Force

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Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF). Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience. In each episode, Matthew Chapman, renowned as The Protection Coach, along with industry experts brings his expertise to the forefront, shining a spotlight on income protection. Whether you're a seaso ...
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The Anonymous Landlord is the modern Landlord and Property Investor. It’s not a person, it’s a strategy, a way of life and a lifestyle that all Landlords and Property Investors should live by. It’s a system of automation designed to keep your property profitable, reliable, easy, simple and safe. In this podcast, we’ll talk through ideas and advice for Landlords and Property Investors, interviews with key industry people, solutions, updates and rants.
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"The Homeseekers" is a podcast designed specifically for first-home buyers on their journey to achieve their dream of homeownership. Hosted by industry experts and experienced first-home buyers, the show offers valuable insights, practical tips, and engaging stories about everything from saving for a deposit, navigating the home buying process, securing a mortgage, and more. If you're a first home buyer looking to get into your first home sooner, "The Homeseekers" is your go-to source!
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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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In For A Penny

In For A Penny: Personal finance simplified

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The In For A Penny podcast is produced and presented by freelance personal finance journalist Marc Shoffman and The Orchard Practice financial planner Joshua Gerstler. Each episode aims to address the confusing concepts and challenges from the world of business, finance and wider society. Links: The Orchard Practice Cavendish Content Leave a review! Support our show with a donation! Support this show http://supporter.acast.com/inforapennypodcast. Hosted on Acast. See acast.com/privacy for mo ...
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This podcast is for all the moms and dads out there who struggle with life’s topics as they are related to family and finances. Our hope is we can provide our thoughts, successes and mistakes and share them with all of you. Please check us out at: financialdads.com
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Send us a Text Message. My friend Christian jumps on the podcast. He's a successful Mortgage adviser with years of experience as an industry leader in a top mortgage broker in the UK. This was a laid back conversation about everything. Check out His Youtube page here: @MagneticMortgageSolutions MERCH: You can support the podcast by buying some Merc…
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Kevin Brucher discusses proactive strategies to secure a comfortable and stress-free retirement. They emphasize the importance of staying in the market and not panicking during market fluctuations. They also discuss the increasing risk of data breaches and provide tips on how to protect personal information. Additionally, they highlight the signifi…
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In episode 108 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord speaks with Paul Sherman, Mortgage Proposition Director at the Openwork Partnership, who shares insights on supporting vulnerable customers in the mortgage sector. The conversation explores how brokers can identify and address client needs, recognise v…
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Send us a Text Message. Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you’ve been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the be…
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Welcome back to another episode of the For the Property Investor Podcast! 🎙️ In this episode, Nick Bindle and Owen Davis dive deep into the current state of Australia's property market. From the alarming drop in home building approvals to the heated debate over housing as a human right, we cover it all.🌍 Best places to invest in 2024? With property…
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Send us a Text Message. And another top hire for Hoxton Capital Managment in the UK! Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin, who recently joined Hoxton Capital Management as a protection consultant. this is Adrians second spin on the Financial Planner Life Podcast! Adrian delves into his mo…
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Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM Emma has a great question: "I am early thirties and my husband late thirties, we have two young children. We recently made our forever home purchase in Seaholme around a year a…
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In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Together, they answer a range of questions, including: Charles' query on the order and process of completing Required Minimum Distributions (RMDs) before mak…
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Key Topics Covered: 1. Advertiser Verification: Importance of proving your identity and business legitimacy to Google. Required documents: Incorporation certificate and passport/driver’s license. Common mistakes to avoid, such as mismatches between your business name and what’s listed on the FCA register. Tips for ensuring your identification docum…
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Landlord Won't Let Tenants View His Property Unless… #TomSoane #SoaneGroup #SoanePropertyGroup #LandlordTips #TipForUKLandlord #RealEstateInvestingForBeginners #RealEstateInvestingStrategy #TheAnonymousLandlord #LettingManagement #LandlordRescueService #BuytoLetPropertySourcing #PropertySales #RealEstate #RealEstateInvesting #UnitedKingdom ========…
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Coming up on Retire Smart Maryland Radio, to do or not to do a Roth conversion. As you might expect, the answer depends upon your circumstances. We're going to highlight some reasons why you might want to take a look at those and how they fit into your overall financial plan. If you have any questions concerning your retirement call Elite Income Ad…
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On this edition of Plan Today Own Tomorrow 10 retirement stats that may surprise you. The stats include the fact that many Americans have saved for retirement, but have failed to plan. The stats also include that many of us are not factoring in longevity and what that will mean to your overall retirement. If you have questions about your own retire…
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The rise in the size of private markets, the opportunities and the potential for systemic issues to arise from that size has prompted closer attention In this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Leon Sinclair, an executive vice president at financial data company Preqin to talk about regulation and technol…
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The conversation covers market update and pre-planning steps for near-term retirees. The market experienced whipsaw action, causing some panic selling by the general public, while institutions bought the dip. Warren Buffett's decision to unload 50% of his Apple stock raised eyebrows. The conversation also delves into the concept of carry trades and…
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In Episode 157, Fred Saide discusses the importance of estate planning and the mistakes to avoid. He emphasizes the need for a comprehensive estate plan to ensure that your assets are distributed according to your wishes. Fred highlights the importance of updating your estate plan regularly, especially after major life events. He also discusses the…
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In this episode, Kevin Brucher discusses the recent market volatility and the importance of being prepared for retirement. He explains the concept of the Japanese yen carry trade and how it impacted the market. Kevin also emphasizes the need for a diversified portfolio and the role of bonds in balancing risk. He advises listeners to be cautious whe…
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Send us a Text Message. Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares her expertise in talent attraction. Learn how she navigates the intricate process of hiring self-employed financial advisers, focusing on relationship-building and und…
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Research by consultancy McKinsey has found that, in the case of ethnic and cultural diversity, there is a strong business case for companies whose senior management was more culturally and ethnically diverse. It found that, in 2019, top-quartile companies outperformed those in the fourth one by 36 per cent in profitability, slightly up from 33 per …
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NEW EPISODE ALERT!🎙️ In this episode, we are sitting down with Valeria Davis, a seasoned buyer’s agent with decades of experience in the real estate industry. Join us as Valeria shares her incredible journey from starting out at Ray White to running her own successful buyer’s agency, House Hunters. She provides valuable insights into: 🔹 The evoluti…
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Send us a Text Message. Jody Bigfoot is a Geordie Japanese Dancehall artist who's recently received "The Great Britain Sasakawa - Grant" to tour and play his music in Japan. #japan #japanese #japanesemusic #japaneseculture MERCH: You can support the podcast by buying some Merch. - https://cozygarm.com/ YouTube - https://youtu.be/ilK5BZvIfwE SOCIAL …
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Welcome back to another episode of The Weekly Investor News Podcast! 🎙️ Join your hosts Nick Bendel and Owen Davis as they dissect the latest news and trends shaping the property market.In this episode, we cover: 🔹 NSW Rental Reforms: The NSW government has proposed significant changes to the rental market. Find out how these reforms might affect l…
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Send us a Text Message. Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament…
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Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM We often talk about property acquisition experiences from the buyer’s perspective, but this second part episode is all about the auction campaign process from an agent’s perspe…
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In this episode, Devin and John dive into a variety of listener questions, discussing annuities, maxing out retirement plans, why HSAs aren't widely talked about, IRMAA, and more. Tune in as we explore: Claudia's Situation: Understanding the distribution requirements for inherited qualified and unqualified MYGA accounts in light of recent tax law c…
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Key Points Discussed: 1. **Definition of Conversions and Key Events**: - Historically, conversions were straightforward leads, typically tracked when someone filled out a form on a website. - Now, Google refers to them as events or key events, emphasizing the importance of tracking user interactions before and after a lead is registered. This inclu…
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A Different Way to Think About a Letting Agent #TomSoane #SoaneGroup #SoanePropertyGroup #LandlordTips #TipForUKLandlord #RealEstateInvestingForBeginners #RealEstateInvestingStrategy #TheAnonymousLandlord #LettingManagement #LandlordRescueService #BuytoLetPropertySourcing #PropertySales #RealEstate #RealEstateInvesting #UnitedKingdom ==============…
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When it comes to retirement planning, there are five basic steps to help get you to where you want to be. From there, we can craft a plan around those pillars to get you to retirement. We'll talk about those and more today on Retire Smart Maryland Radio. If you have any questions about your own retirement call Elite Income Advisors 800-653-8404 or …
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We've met with countless individuals struggling to break free from the rat race. Even though they have good paying jobs, they seem stuck in middle class, barely making ends meet. It's all about money habits that prevent them from building wealth. On today's show, we're gonna explore habits and how to avoid them to build super wealth. If you have an…
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In this episode, I share 7 pieces of financial advice I would give my younger self. Reflecting on my journey since 2015, I dive into the importance of starting early, investing in mentorship, building a supportive network, developing a strategic framework, thinking long-term, maintaining financial resilience, and evaluating opportunity costs. Wheth…
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In Episode 156, Fred Saide discusses the world of Roth IRAs and the benefits of Roth conversions. He emphasizes that it makes sense to consider Roth conversions at any time, especially when tax rates are lower. Saide also highlights the importance of tax diversification and the need to plan for future tax liabilities. He addresses the skepticism so…
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In this episode of Wealth Health Radio, Joe Murphy discusses the topic of Roth conversions. He explains the benefits of a Roth IRA, such as tax-free growth and no required minimum distributions (RMDs). He also highlights the importance of considering future tax changes and the potential impact on retirement savings. Joe discusses the process of a R…
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In this conversation, Kevin Brucher and Steve Sedahl discuss the topic of Roth conversions and its implications for retirement planning. They highlight the factors to consider when deciding whether to do a Roth conversion, such as tax brackets, time horizon, and the potential for tax-free growth. They also discuss the benefits of Roth conversions f…
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In this episode of the Growth Series podcast, Corporate Account Manager Gurpreet Chahal is joined by Giles Smith, Technical Director at SDL Surveying and Simon Jackson, CEO at SDL Surveying, to discuss the critical role brokers play in supporting clients to retrofit homes, aiding the UK's journey towards net zero carbon emissions. They explore the …
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Send us a Text Message. Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving indus…
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Offering automated advice alongside a firm's normal proposition can be a good way to attract younger investors, but there are a few things advisers should consider before building and running such a service. We speak to James Anderson, IFA at Westminster Wealth and CEO of digital advice service AllAdvised and Peter Ridlington, CEO & founder of Ning…
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Send us a Text Message. Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training…
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Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM We often talk about property acquisition experiences from the buyer’s perspective. We have spoken a lot on the show over the years from Cate's perspective as a buyer’s agent. B…
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In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover: Anna's Query: When will NESARA begin? Ron's Question: Clarification on calculating taxes on Social Security benefits using our Cheat Sheet, specifically addressing whether AGI already includes SS benefits or if an additiona…
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Welcome back to another episode of The Weekly Investor News Podcast! 🎙️ Join hosts Nick Bendel and Owen Davis as they dive into the latest trends, insights, and predictions in the property and finance industries. In this episode, Nick shares his experience attending the MFAA Mortgage Broking Conference in Melbourne, highlighting the key takeaways f…
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Alex is back on The Advisers Assemble Podcast, this time to talk about remarketing and how to avoid spam enquiries - including what this means and why you need to be aware of it if you are running remarketing adverts or planning too. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing …
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Send us a Text Message. Elia joins me on the podcast to interview me. We ended up talking about Aliens at the end, which will spin-off a part 2 soon. #podcast #fyp #angola #nigeria MERCH: You can support the podcast by buying some Merch - https://cozygarm.com/ YouTube - https://youtu.be/r5z_1uI4ITg SOCIAL MEDIA: Dap's Insta - https://www.instagram.…
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In this episode, Scott shares his journey into real estate, focusing on commercial property, and reveals key lessons from his career and personal experiences. He also provides insights into the New Zealand property market, discusses his expansion plans, and offers advice for Kiwis looking to achieve financial freedom through smart investments. Cont…
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On this edition of Plan Today Own Tomorrow we go over top retirement news stories making headlines. Hindsight is 20-20 so we will also talk about retirement regrets and how to avoid them. Big retirement planning concerns are out there and are you ready for them? If you have any questions concerning your own retirement call Guardian Investment Advis…
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On this week's show we will discuss some of the top stories out there that pertain to retirement and retirement planning. We will also take a look in the rearview mirror when it comes to planning regrets. If you have any questions or concerns regarding your own retirement call Elite Income Advisors 800-653-8404 or click here to visit our website. R…
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