Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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The largest insurtech podcast going on 500+ episodes. This is not your grandpa's insurance industry!
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A podcast about everything Nerd and Geek related. We will be interviewing nerds about nerd culture and money. Cover art photo provided by Bia Andrade on Unsplash: https://unsplash.com/@biawashere
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Commentary from Michael Kitces on Financial Planning News & Strategies
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Podcast by The Property Nerds
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Personal finance experts Ben Barlowe and Ernie Reppe get nerdy with numbers as they share budgeting tips, strategies for categorizing transactions, and lessons learned from using the revolutionary budgeting system known as You Need a Budget.
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The Nerd Marketing Ecommerce Podcast is a series of conversations about growing an ecommerce business. It's by CEOs and CMOs for CEOs and CMOs. Ecommerce veterans and 20-year operators Drew Sanocki and Michael Epstein deliver clear, actionable, data-driven strategies.
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Geek Loves Nerd was a marriage and family advice podcast from a CPA wife and her geek husband.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Fake Money- Fake Advice
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Trying to pay off debt, looking for money saving tips, and on your way to financial independence? You're in the right place. Welcome to the Money Nerds community! This podcast highlights weekly stories from people who share their secrets to financial success. Whitney Hansen interviews everyday people with weird, unique, and amazing money stories. If you are looking for a modern voice and financial tips that actually work, this podcast is for you.
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Get motivated on your financial journey as you follow money nerd and financial coach, Tiffany Grant, as she strives to be debt free by 35! She makes complex financial topics surprisingly simple. You will get practical tips and tricks with an inside look at the strategies Tiffany and her guests use on a daily basis. Money Talk With Tiff gives you straight talk on all things money. This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy
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Electricity. Finance. Transportation. Our water supply. In Hack the Plant, podcast host Bryson Bort looks for answers to the question: Does connecting these systems, and others, to the internet leaves us more vulnerable to attacks by our enemies? We often take these critical infrastructure systems for granted, but they’re all becoming increasingly dependent on the internet to function. From the ransomware threats of Colonial Pipeline to the failure of the Texas power grid, it is clear our in ...
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Podcast by Jason Switzer, Janet Annesley & Leor Rotchild Produced by Andrea Bravo
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Join Bethany Bayless, a Mom and self-proclaimed personal finance nerd, every week to chat all things motherhood and money in this fun, upbeat show. Bethany Bayless interviews fellow moms and experts as they laugh, maybe cry, share fun stories, and encourage other moms as they navigate motherhood and personal finance. Welcome to The Motherhood & Money Show!
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Since I started participating in the conversation about money, I've paid off student loans and car loans, saved up an emergency fund, maxed out my retirement accounts, save up for two down payments for homes, and left my corporate career to start two businesses. I want you to have the same results that I have had. That means you need to start getting in on the conversation. To make it easy, I want to bring more conversations about money to you. So here's what I'm doing. I'm starting a new po ...
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It's 2023 and still only, like, one third of podcasts are hosted by women. Not sure about you, but here at The Pod Broads (https://www.poddraland.com/the-pod-broads-podcast) that is seen as some major BS. Join Alexandra Cohl as she interviews women in the podcasting industry about their life, their work, and how the two intersect -- because we're all multi-faceted human beings and women in this industry deserve to have their work and experiences highlighted in fun, deep, and reflective conve ...
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Welcome to the HRIS Careers podcast. A podcast specifically for Human Resources Information Systems (HRIS) Professionals. We always say, no one gets into HRIS on purpose, but it sure is interesting to find out how they did. We interview your HRIS peers to find out how they got tricked into the industry, and what lessons and tools they used to progress their careers along the way. We discuss industry trends, AI, and even talk candidly about all the most popular HRIS platforms. Welcome to the ...
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Now that I'm getting divorced, I'm a bit concerned if my financial future is still secure. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pra…
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Now that I'm making a lot more money, what are the next financial steps I should be taking? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pr…
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UKG Layoffs : A Thoughtful Analysis And What To Do Next If You Are Impacted
22:13
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UKG Layoffs : A Thoughtful Analysis And What To Do Next If You Are Impacted. We dig into the 2200 employee layoff at UKG over the 4th of July Holiday. We discuss: Timing (was it because of a FedEx email requesting the return of company property?) The Anatomy Of A Merger (Kronos and Ultimate). US employee impact (Is UKG trying to offshore to reduce …
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A financial plan isn’t just about your investments. It’s about creating a plan to pursue your goals while keeping your values, risk tolerance, and liquidity needs in mind. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Go…
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Nicole Nwesigwa, Co-Founder and COO at iCover Insure - PIR Ep. 565
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Tony chats with Nicole Nwesigwa, Co-Founder and COO at iCover Insure, they deliver the best life insurance buying experience. They offer and e-app and algorithmic underwriting to small and medium-sized life carriers. They can get the consumer through the process in 5 minutes, guaranteed! They started in the fraternal space and then grew into the mi…
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Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
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45:43
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In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections. For full show notes, see kitces.com and thesocietyofadvice.com.
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I am on the fence about whether I should invest in index funds or in a higher interest CD. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pra…
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Lynn Miller, Product Dev. Strategist and Growth Consultant at Straight Talk Writer - PIR Ep. 564
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Tony chats with Lynn Miller, Product Dev. Strategist and Growth Consultant at Straight Talk Writer - PIR Ep. 564. They help experts to generate more revenue through the creation of monetizable online classes. Lynn Miller: https://www.linkedin.com/in/10xyourexpertise/ Video Version: https://youtu.be/Rf07KuzKJdY All Business. No Boundaries. The DHL S…
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Get social with me: Instagram: @whitney_hansen_co Tiktok: @whitneyhansen10 Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy Whitney Hansen
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I have a lot going on so I have several questions, but mainly, I'd love a couple more opinions on the steps I'm taking and whether I'm on track to meet my financial goals. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Go…
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#94 - How Does It Feel to Be a Month Ahead? Budget Nerds Weigh In
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Getting a month ahead with your money is a milestone for many YNAB'ers. Being a "month ahead" means that when the first of the month hits, all your bills and expenses for that new month are already paid for -- the money for them is sitting in your bank account, and assigned to the respective categories in YNAB, waiting to cover those costs. And boy…
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Eric Foster, Founder and CEO at Woop Insurance - PIR Ep. 563
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43:20
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Tony chats with Eric Foster, Founder and CEO at Woop Insurance. Woop is an insurance technology platform company that works in the agency side to make personal lines insurance simple, transparent, and convenient. Their goal is to provide an unbiased database to help insurance consumers make data-based decisions. Eric Foster: https://www.linkedin.co…
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Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be with Alex Lewis
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Alex Lewis is the owner of Blackbridge Financial, a hybrid advisory firm based out of South Carolina that oversees approximately $330 million in assets under management for 415 households. At just 29 years old, Alex boldly acquired his firm through a multi-million-dollar loan, stepping in as the successor to the founder. Over the past four years, h…
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I joined CBS Mornings for a midyear money checkup to discuss how to save money between now and Labor Day. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and …
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What’s the deal with Australia’s rental market?
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Rental rates are surging across the country, and some regions are tipped to see higher growth than others.In this episode of The Property Nerds, Smart Property Investment’s Grace Ormsby sits down with Junge Ma, senior research analyst at InvestorKit, about the state of Australia’s rental market.Junge explains why extremely low vacancy rates are fue…
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Cole Riccardi, Founder and CEO at Authentic - PIR Ep. 562
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Authentic is an insurance infrastructure company that allows any platform that touches small businesses to start their own captive program. It's an end-to-end solution to start your own insurance program and it's not just a button that issues other carrier's paper. It actually allows you to build your own program on the back of Authentic. You actua…
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I retired at 55 and now I am wondering if I should go back to work for a year or two? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practice…
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The Big Picture With Barry Ritholtz Part Three
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This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Ji…
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The Big Picture With Barry Ritholtz Part Two
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This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Ji…
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A tax-smart portfolio begins with the right asset mix for your time horizon and your risk tolerance, with techniques designed to help enhance your after-tax returns. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman,…
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Inspiring Your Team Through Storytelling with Anthony Weaver | Ep. 327
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In this enlightening episode, Tiffany Grant welcomes back Anthony Weaver, a repeat guest from episode 199. Anthony shares his in-depth knowledge and strategies for leaders through his concept of HOPE, which stands for Hero's journey, Organizational purpose, Passionate impact, and Empathy in action. This episode dives into the essential stories lead…
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The Big Picture With Barry Ritholtz Part One
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This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Ji…
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I owe $275k on a house which I could sell for $950k. It's my only asset. Should I sell? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practi…
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Synergies Between Direct Mail and Digital Marketing: 1 + 1 = 3
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Drew and Michael welcome Tim Curtis, CEO of CohereOne, to discuss the often-overlooked advantages of direct mail. Learn how catalogs create a halo effect on other marketing channels, boost online sales, and enhance customer lifetime value. Get practical tips on launching your own catalog campaign and see why direct mail is a game-changer for modern…
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Tony chats with fellow elder millennial Mike Tansey about his insurance career. Mike spent time first in claims and underwriting in a regional carrier and then joined an independent agency. We chat about how to grow your insurance career and advice for management on how to engage and retain their Millennial and Gen Z employees. Mike Tansey: https:/…
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#FASuccess Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It, With Kristopher Heck
Welcome everyone! Welcome to the 392nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Kristopher Heck. Kristopher is a Founding Partner of Tanager Wealth Management, an RIA based in London, England, that oversees approximately $1.1 billion in assets under management (AUM) for 630 client households. What's unique ab…
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Ep 392: Crafting Your Specialization When There Is No Standard Playbook To Learn It with Kristopher Heck
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Kristopher Heck is a Founding Partner of Tanager Wealth Management, an RIA based out of London that oversees approximately $1.1 billion in assets under management for 630 households. Kristopher's firm stands out by scaling to over a billion dollars in AUM, specializing in serving clients with financial and personal ties to both the United States an…
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With a large chunk of cash on the sidelines that should be invested, would you just lump sum in or spread it out over a 6–12 month period? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To le…
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Peter Tilbrook, Founder and CEO at Loro Insurtech - PIR Ep. 560
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Tony chats with Peter Tilbrook, Founder and CEO at Loro Insurtech, the world's first free insurtech! 🤯 Loro (which means parrot in Spanish) and their vision is to be the Shopify of insurance. Shopify is the best-known shopping engine on the web. Anyone, anywhere in the world looking to digitally sell an insurance product can do that with Loro in a …
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I’ve gotten very into finances and financial planning over the past few years with the goal of trying to get us on a good page for financial independence or just flexibility. Are we on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme…
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With my husband now working two full-time jobs, what should we be doing with the extra income? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy…
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After receiving a very large inheritance, how should we be allocating our assets? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices vi…
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Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music…
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Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
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In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money. For full show notes, see kitces.com and thesocietyofadvice.com.
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A recent report found the average annual cost of child care in the U.S. was over $11,500 last year. In some areas, those expenses can be two or three times higher. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money"…
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About Andy Hill Andy Hill, AFC® is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping families build wealth and happiness. Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger’s Personal Finance and NBC News. With millio…
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Angie Richards, VP at Poms & Associates - PIR Ep. 559
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Tony chats with Angie Richards, VP at Poms & Associates about her career in employee benefits and her very unique approach to that side of the insurance field. Angie Richards: https://www.linkedin.com/in/angie-richards-402b34a/ Poms & Associates: https://www.pomsassoc.com/ Video Version: https://youtu.be/ftOvt__F-kw All Business. No Boundaries. The…
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Should I use some of my buyout money to pay off the mortgage to reduce our monthly expenses which would allow me to consider jobs with less income? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.c…
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Today Ben and Ernie are joined by returning guest and YNAB Lead Educator, Erin Lowell, who posed the idea of thinking bigger with your money. Many people come to YNAB seeking a way to escape the paycheck to paycheck cycle, pay down debt, build an emergency fund, and reduce their stress and anxiety around money. These are wonderful goals! However Er…
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Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones
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Christopher Jones is the Founder of Sparrow Wealth Management, an RIA based out of Orlando that oversees approximately $110 million in assets under management for 69 households. Chris has distinguished himself by building a highly efficient solo practice that operates under 25 hours per week, enabling him to spend more time with his family. He achi…
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With a huge chunk of money in pre-tax accounts, is it time to start doing some mega Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our …
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Does the market determine the news or can news impact the market? In this episode of The Property Nerds, Junge Ma, senior research analyst at InvestorKit, is joined by Dr Sunny Nguyen, who most recently served as an economist and analyst at the Reserve Bank of Australia (RBA) and has now joined Moody’s analytics as assistant director for APAC.The d…
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Empowering Agencies with Big Tech: AgencyBloc's Innovation in Insurance (Profiles in Risk E557)
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In this episode of Profiles in Risk (E557), Nick Lamparelli engages with Tim Robinson and Corey Schmidt from AgencyBloc to delve into the transformative journey of their technology platform. As a CEO with extensive experience in software solutions across various industries, Tim Robinson shares his transition from web development to creating a compr…
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Tony chats with Marissa Rutkowski, Founder and Co-Chair of IndispensAbility at Applied Systems. They are a community of interest for mental and physical abilities of all kinds - seen and unseen; and fellow Board Member at Insure Equality. Marissa is one of the insurance industry's leading advocates for mental health and is doing crucially important…
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I recently started a new job and figure now is a good time to check-in on my financial game plan and make sure the outlook is solid. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn mo…
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Meta Who? Building a Direct Mail Marketing-First Business like Baudville Brands
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Drew and Michael sit down with Brad Darooge, CEO of www.baudville.com/. Learn how Baudville went all-in on direct mail: how they did it, why they did it, and gives some actionable tips to incorporate direct mail into your marketing mix.By Nerd Marketing
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Based on our age and where we are in life, is now a good time to start doing some Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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I know we're in solid financial shape right now, but how will things look for us in 10 or 20 years? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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Supporting Ukrainian Electrical Grid Resilience in Wartime
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Joe Marshall is a Senior IoT Security Strategist at Cisco Talos Intelligence Group. When Russia invaded Ukraine in 2022, Joe helped coordinate a multinational, multi-company coalition of volunteers and experts to find a technological solution. Bryson and Joe sat down to discuss his efforts in Ukraine, how he got the go-ahead from Cisco leadership, …
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Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme mu…
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