show episodes
 
Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
  continue reading
 
Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
  continue reading
 
Artwork
 
Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
  continue reading
 
Artwork

1
It's Personal Finance Canada

Christine Conway & Cameron Conway

Unsubscribe
Unsubscribe
Weekly
 
Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
  continue reading
 
Artwork

1
Wedding Weeds

Tracie Morris - You're The Bride

Unsubscribe
Unsubscribe
Monthly
 
A wise Detroit wedding planner shares behind the scenes real stories of wedding wins, woes and wars. Honest advice, tips and education for couples tying the knot!
  continue reading
 
Artwork
 
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
  continue reading
 
Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
  continue reading
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
  continue reading
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
  continue reading
 
Artwork

1
Big Picture Retirement

Devin Carroll and John Ross

Unsubscribe
Unsubscribe
Monthly+
 
If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
  continue reading
 
Artwork

1
Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Unsubscribe
Unsubscribe
Weekly
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
  continue reading
 
Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
  continue reading
 
Artwork

1
The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Unsubscribe
Unsubscribe
Weekly+
 
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
  continue reading
 
An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on th ...
  continue reading
 
Artwork

1
Wealth Redefined®

Michael Reynolds

Unsubscribe
Unsubscribe
Monthly+
 
Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
  continue reading
 
The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
  continue reading
 
Artwork

1
The Savvy Doc Podcast

Savvy Doc Financial Planners

Unsubscribe
Unsubscribe
Monthly
 
We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
  continue reading
 
Artwork
 
Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
  continue reading
 
Artwork
 
Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting professionals about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
  continue reading
 
Artwork
 
The podcast for urbanists fighting climate change. Hosted by Ross O'Ceallaigh, a planner and urban designer based in London, this show explores how architects, planners, policy makers and designers can make cities more sustainable, healthy and happy.
  continue reading
 
By 2030, women will control more wealth than most countries' GDP, yet women still don't talk about money! Future Rich Podcast aims to change that! We are a female-hosted and female-focused podcast that covers all things money -- how it is spent, saved, and everything in between! Our host Barbara Ginty is a Certified Financial Planner with over a decade of experience. She is a true expert in the field of finances, managing over 100 million dollars. Her conversations go DEEP and give insight i ...
  continue reading
 
Artwork

1
That Annuity Show

Nassau Financial Group

Unsubscribe
Unsubscribe
Monthly+
 
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
  continue reading
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
  continue reading
 
Artwork

1
Childfree Wealth®

Dr. Jay Zigmont, CFP® & Bri Conn

Unsubscribe
Unsubscribe
Weekly
 
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This ...
  continue reading
 
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.
  continue reading
 
Artwork

1
Urban Roots

Deqah & Vanessa

Unsubscribe
Unsubscribe
Monthly
 
Urban Roots is hosted by Deqah Hussein (historic preservationist and urban planner) and Vanessa Quirk (journalist and producer). Urban Roots is a podcast that takes a deep dive into little known stories from urban history. It’s brought to you by Urbanist Media, an anti-racist community preservation organization.
  continue reading
 
Artwork
 
If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
  continue reading
 
Artwork
 
Join health & happiness habits expert Robyn Conley Downs for simple time-saving strategies to calm everyday chaos. With fresh + realistic perspectives on productivity, time-management, planning and organization; tune in for your whole life organized.
  continue reading
 
On Real Talk for the Non-Profit Event Pro, we dive heart first into all things events in the non-profit world. Each week, your host Amy Milne and her guest get real on a variety of topics from marketing, sponsorship, peer-to-peer fundraising, logistics, and everything in between to ensure your events matter. They talk tricks of the trade and share tales from the trenches so you can produce epic events that inspire participants, raise more money and change lives.
  continue reading
 
Artwork
 
A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
  continue reading
 
Highly Sensitive Money gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values. Join me, Diana Gisel Yañez, CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner™, as I coach HSPs, interview experts, and share my own journey discovering the gifts of my sensitivity and how it relates to money. The first season will be released Feb 21, 2024 and you’ll get an episode weekly for ten weeks.
  continue reading
 
Loading …
show series
 
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios. Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environment…
  continue reading
 
The planner community is a great one, but that doesn't mean that creators don't feel the weight of competition! Join Jess and Mark as they explore how the community vs competition dynamic has changed during their time on social media and ways to build community with your "competitors". 📙 Mentioned Tory of @CreativeMindsCoffeeGrinds Julia of @julia-…
  continue reading
 
A timely discussion of what happens as we face down the expiration of the IDR waiver. Will the administration extend it at the last second? We don't know (as of the time of the recording). But one thing is sure: Borrowers can expect seismic shifts as the IDR waiver ends. It's been key to unlocking the forgiveness gates for many, but its flexible co…
  continue reading
 
I had to share this simple and effective tip to stop feeling overwhelmed and start prioritizing to get things done! A BIG thanks to my wonderful friend Kristine Richer at Kristine Rose Photography for this super helpful reset - I would love to know if it helps you too! Let me know at @MimJenkinson on Instagram! Enjoy the episode! Please leave a lov…
  continue reading
 
Curious about advancing your career in financial planning? Join us as we sit down with Hannah Moore, the mastermind behind the Amplified Planning Externship Program, now in its 5th year. In this episode, Hannah reveals the intricacies of the program, its target audience, and the recent updates. Discover why participants return year after year, as w…
  continue reading
 
This episode invites you to do something different in your life, especially if you can sense an imbalance happening that is affecting you. Event planners have no problem understanding burnout and its implications, however, many times when it comes down to making the decisions that are needed to make necessary changes we doubt ourselves. Doing somet…
  continue reading
 
I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job preparing taxes and doing paraplanning w…
  continue reading
 
This week, Meg and Myra discuss last minute GO Wild tips plus an EXTRA SPECIAL interview with VJ of Notiq and Bonnie of Archer and Olive! Keep up with VJ HERE! Keep up with Bonnie HERE! Want to check out the Patreon FOR FREE?! ⁠JOIN HERE ⁠to check out exclusive content and get a taste of the Patreon crew! Check out our NEW MERCH ⁠HERE! ⁠ Check us o…
  continue reading
 
I was honoured to be invited by Ellen Roseman to speak with her Investment Club about the 6 key lessons I have learned as a fee-for-service financial planner. They have had investment guest speakers, but never someone just talking about financial planning. Ellen Roseman is a journalist who sticks up for ordinary Canadians. Her personal finance & co…
  continue reading
 
My wife and I are in our late thirties and we've got some money saved up in different accounts for retirement but want to make sure we're allocating our money appropriately. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com…
  continue reading
 
In this episode, your host Amy Milne kicks off our hot seat coaching series with Pam Osmond, Fund Development Manager at Home Horizon, a local charity in Collingwood, Ontario that provides transitional housing, programs and support for youth at risk of homelessness. (Side note: if you haven't already listened to our episode with Pam, make sure you …
  continue reading
 
Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. The post Our Retirement Planning Process and Philosophy Part 2: EDU #2417 appeared first on The …
  continue reading
 
Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you. OUTLINE OF THIS EPISODE OF …
  continue reading
 
Does it sound familiar to feel like your personal finance decisions are out of your control? You may have been told to just budget better and yet, you still feel overwhelmed by financial stress. The pain of feeling like you're constantly struggling to make ends meet despite trying to budget better can be exhausting and demoralizing. But there is a …
  continue reading
 
Get ready for a deep dive into personal finance and life purpose as Bri and Dr. Jay take on the timeless book, "Your Money or Your Life!" This lively discussion isn't just about numbers, it's about aligning your time, money, and passion to create an amazing life. Expect thought-provoking insights on consumerism, work-life balance, and the importanc…
  continue reading
 
If you've ever wondered whether you can borrow from your 401(k), the answer is likely yes, but it comes with a host of considerations. Before you consider borrowing from your 401(k), you need to understand the mechanics of 401(k) loans, the potential downsides, and the risks involved.By Michael Reynolds
  continue reading
 
Medicare is confusing and complicated. Most people nearing retirement age have likely heard numerous mistruths regarding when to get it, what it does for you, and so much more. That’s why I’m busting the 10 most commonly perpetrated Medicare myths so you’ll know how to discern fact from fiction—and put your mind at ease. You will want to hear this …
  continue reading
 
Sarah Kang is a Certified Financial Planner with UAK Diversified, a firm she runs with her husband. With a focus on the personal side of financial planning, Sarah brings her experience as a music teacher to planning in a way that allows her to break things down in a way that just makes sense. In this episode, Ben and Sarah discuss how helping peopl…
  continue reading
 
Gold goes down on inflation. Why doesn’t the industry know this? This is one of the most common and wrong conventional wisdoms. The conventional wisdom is that Gold protects you from inflation, so if we have high inflation Gold should be up. It should maintain its value. The problem is – this isn’t true and hasn’t been true for decades. So why does…
  continue reading
 
The house we're looking to buy will cost around $1.2 million. Is there any downside to paying for the whole thing in cash? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://a…
  continue reading
 
"Bridging the Gap: Transitioning from Social to Corporate Events," is tailored for wedding planners and social event coordinators looking to expand their portfolios into the corporate world. In this episode, Andrea shares her expert insights on adapting the skills honed in the wedding industry to meet the specific needs of corporate clients. Listen…
  continue reading
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Bethany Fishbein, OD. Bethany joins me on the show live from Vision Expo East to talk about one of the most important relationships in an optometric practice: the relationship between the practice manager and the owner/OD. In this conversation, she talks about the evolution of the …
  continue reading
 
In conversation with Alisdair Ben Dixon (Collective Works), Anna Lisa McSweeney (White Arkitektur) and Isabel Allen (Architecture Today) about the new Regenerative Architecture Index (RAI). Launched by Architecture Today and UK Architects Declare, the Regenerative Architecture Index (RAI) sets out to benchmark practices progress in the move towards…
  continue reading
 
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…
  continue reading
 
"The commitment needs to be a commitment to grow the economy, and the budget will balance itself,” -Justin Trudeau, Leader of the Opposition, February 2014. This week it's Budget Blow-out-palooza 20-24 exclusively on Tax-Payer Per View. Cameron makes the great sacrifice and reads through the proposed budget to see what will impact your personal fin…
  continue reading
 
Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the possible capital gains exclusions allowed for single/married people. (17:45) George wonders if IRMAA avoidance and a large Roth…
  continue reading
 
In this episode Warren Ingram explores the strategic advantages of dividend investing and its role in ensuring financial discipline within corporations. Warren speaks to contrast dividends with share buybacks, highlighting how dividends are tied to real cash flow and profits, offering investors a more transparent measure of a company's financial he…
  continue reading
 
In today's Friday Q&A Show we discuss: 1:30 How could an expectant mother build a financial model as for when it makes sense for her to leave her job to be a full-time mother? 18:05 A listener's real story of an international snow bird adventure in South Africa 31:45 How should I tithe on the growth of my investments? 37:25 Human abortion: discussi…
  continue reading
 
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…
  continue reading
 
Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
  continue reading
 
Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
  continue reading
 
Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
  continue reading
 
Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
  continue reading
 
Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
  continue reading
 
Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
  continue reading
 
Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
  continue reading
 
Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
  continue reading
 
In this solo episode, CFP Barbara Ginty discusses IRAs (Individual Retirement Accounts). Barb breaks down... The three different types of IRAs The tax benefits Eligibility criteria for each type. The importance of understanding the requirements and consulting a financial or tax professional before making IRA decisions Leaving reviews on the podcast…
  continue reading
 
On April 8-10, we held our third RetiretechTM event...this time in Las Vegas. Joe Jordan joined us as a keynote speaker. The next day, we caught up with him in the expo hall of RetiretechTM Las Vegas and talked to him more about the future of purpose-driven retirement planning. Learn more: https://imagine.nfg.com/retiretech-2024/…
  continue reading
 
In this episode of "What One Thing," Smart Meetings interviews Carina Bauer, CEO of IMEX, discussing the upcoming IMEX Frankfurt event. Bauer anticipates growth compared to previous years but notes that it may not reach the scale of IMEX America. Reflecting on innovations from the Las Vegas event, such as video content and immersive experiences, sh…
  continue reading
 
My wife and I are public employees, a firefighter and a federal worker, and we think retirement is on the horizon. Are we on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at …
  continue reading
 
On the eve of her 50th birthday, your host Amy Milne takes a moment to reflect on the past five decades which have been filled with both ups and downs, and she wouldn't change it for anything. Amy's gratitude for the life she has shines through as she shares her mantra and daily reminder with us to live life to the fullest each and every day. She t…
  continue reading
 
This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”. On the next several shows they will walk you through their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and…
  continue reading
 
If you're feeling overwhelmed and uncertain about what to do with your money, and if you're finding it challenging to make decisions that align with your values and financial goals, then you are not alone! It's not just about numbers and math – it's about understanding your values, your past experiences with money, and cultivating a supportive comm…
  continue reading
 
Childfree Wealth® is growing! With that, we’ve had some recent changes. In this episode, Bri & Dr. Jay discuss the state of the firm & share more information regarding the Childfree Wealth Check-up, the newest way to work together. Looking to book your own Childfree Wealth Check-up? Schedule it here! ​​The Childfree Wealth Podcast, hosted by Bri Co…
  continue reading
 
Loading …

Quick Reference Guide