Best Plan Sequence Podcasts (2024)

1
How to Set a Revenue Goal as a Small Business Owner 9:52

43m ago9:52

9:52

Learn practical steps to set a realistic and achievable revenue goal for your small business. It is great that you are running your own business, but you have to be able to hold yourself accountable and set goals that are going to have revenue in mind. As a business, you have to be determining your revenue goals. You cannot simply be saying that yo…

1
RBS 154: Where to Keep Cash After the Fed Lowers Rates by 50 Basis Points 13:59

2h ago13:59

13:59

Yesterday the Fed lowered the Fed Funds rate by 1/2 of a percent. The prime rate followed, going from 8.5% to 8.0%. Rates on everything from credit cards to savings accounts to CDs also went down. And the rates on bonds and mortgages continued to decline. Given all of this, where are the best places to keep your cash? The Fed's Statement: https://w…

1
RBS 153: How to Manage Inflation During Retirement 23:38

3h ago23:38

23:38

While stock market returns get most of the attention when it comes to retirement portfolios, we should be equally concerned with inflation. In this video, I walk through how to incorporate inflation assumptions into a retirement plan using New Retirement planning software. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…

1
Building the Amazon of Agriculture: From Family Farm to E-commerce Giant with Anthony Jones 47:27

8h ago47:27

47:27

What would you do if the business your family spent generations building was on the verge of collapse? In this powerful episode, Anthony Jones shares his journey from inheriting a struggling agricultural company to building Agzaga.com, one of the fastest-growing e-commerce platforms in the nation. Join host Allan Dib as he uncovers the marketing st…

1
Suffering and our True Nature with Michelle Cassandra Johnson 48:23

20m ago48:23

48:23

Michelle Cassandra Johnson explores the kleshas—the five afflictions that cause suffering—within the framework of modern challenges ranging from racial injustice to climate change. Through personal stories, insights on yoga philosophy, and practical advice, Michelle offers a roadmap for understanding and addressing the root causes of suffering both…

1
Financial Planning with ChildFree Wealth® - Episode 59 35:25

10h ago35:25

35:25

Send us a text The Childfree Guide to Life & Money by Dr. Jay Zigmont, CFP® Pre-Order Link. Anyone who preorders can email their receipt to media@childfreewealth.com & they'll be entered into a drawing for a free Childfree Wealth Checkup ($500). Drawings are held monthly until the end of the year[2024]. Names stay in drawing until winning or the gi…

1
Preserving and Enhancing Industrial Legacies in the US Ft. Jules Brenner 35:30

3h ago35:30

35:30

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent…

1
RBS 152: How to Customize the Order of Account Withdrawals in New Retirement (Boldin) 21:12

24m ago21:12

21:12

New Retirement (Boldin): https://robberger.com/new-retirement New Retirement, which just changed its name to Boldin, has launched a new feature that makes it easy to customize the order of accounts you use to fund your retirement. In this video, we'll look at the new feature and some advanced strategies on how to use it. Join the Newsletter. It's F…

1
How the Google monopoly ruling may impact SEO marketing and more tips 51:42

8h ago51:42

51:42

In this episode of the SowGrow Marketing Council, experts discuss how the federal ruling that Google has acted as a monopoly may impact SEO marketing efforts. Other topics include email marketing, awards for public relations, pitching to the media and more. Experts include Stephanie Richards, SowGrow PR; J. Ryan Williams, websuasion; Yanna-Torry As…

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5 Critical Tax Planning Strategies for Your Retirement: Roth Conversions and Beyond 12:19

2h ago12:19

12:19

Today, Kyle Hammerschmidt dives deep into the crucial topic of tax planning for retirement, focusing on Roth conversions, tax diversification, and essential strategies for those within 10 years of retirement. Tax planning is a vital, yet often overlooked, part of retirement preparation. By understanding how to manage your taxes effectively, you can…

1
Reimagine Leadership for Bold Social Impact with Mohan Sivaloganathan 36:51

2h ago36:51

36:51

Are you tired of choosing between your personal well-being and performance in leadership? In this episode, Mohan Sivaloganathan, founder of Harmonious Leadership and former nonprofit chief executive, shares his vision for reimagining leadership to fuel bold social impact ideas. Known as the "Batman of Social Impact," Mohan blends his expertise in n…

1
How to Feel More Energized as a Female Entrepreneur with Brandy Stamper 25:34

4d ago25:34

25:34

Discover practical tips and insights from Brandy Stamper on how to feel more energized as a female entrepreneur by maintaining balance. Read more HERE.By Jenny Melrose: Business Strategist

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How Do Leadership Traits Drive Investment Success? 26:11

8d ago26:11

26:11

Josh and Austin dive into leadership lessons from Admiral William H. McRaven’s book The Wisdom of the Bullfrog and why the best leaders spend time in the trenches with their team. The guys share some stories about leadership that will make you rethink what it means to be in charge, and connect the dots to investing, explaining why founder-led compa…

1
Your Choice of Spouse May Determine Your Financial Success...or Failure - Episode 58 45:34

1d ago45:34

45:34

Send us a text In today's episode, Chris and Danny explore the importance of discussing finances with your current or future spouse. In fact, your choice of spouse may be one of the most important financial decisions you ever make. The alignment or misalignment of financial values/goals may make or break your future financial success. Be sure to ch…

1
How to Build a 100M Views YouTube Business: Niching Down with Pat Flynn 1:02:52

1d ago1:02:52

1:02:52

The riches are in the niches. Pat Flynn, San Diego-based entrepreneur, pioneer podcaster, and host of Smart Passive Income, joins Allan Dib to discuss the power of niching down and community building. Pat shares his initial success with a niche website and eBook about the LEED exam, which launched his online business journey. He also highlights his…

1
How Much Should I Pay My Advisor? 1% vs Fee Only 13:49

2d ago13:49

13:49

In today’s video I’m going to do my best to address what might be the most frequently asked question when hiring a financial advisor - how much should I pay? I am a Certified Financial Planner and Owner of an Independent Financial Planning Firm, and every year, we help retirees build robust retirement plans that match their life goals. Despite the …

1
Maximizing Social Security for Couples: The Ultimate Guide to Dual Benefits 7:16

3d ago7:16

7:16

This episode of Retire Ready with Kyle Hammerschmidt is your ultimate guide to maximizing Social Security benefits for married couples. Whether you’re approaching retirement or just starting to plan, you won’t want to miss these crucial strategies that could put thousands of extra dollars in your pocket. In this episode, you’ll learn: Understanding…

1
Navigating the Ethical Imperative with Andrew Cooper 34:17

3d ago34:17

34:17

Andrew Cooper, a trailblazer in ethical leadership and author of The Ethical Imperative, joins Dolph for this episode. Andrew shares profound insights on why ethical leadership is crucial for nonprofit organizations to solve seemingly intractable problems. Drawing on his experiences and research, Andrew explains how nonprofits can lead with integri…

1
How to Utilize a Summit as an Attendee 6:57

4d ago6:57

6:57

Virtual summits are a great opportunity to educate yourself on all the latest trends in your industry, but they can also be extremely overwhelming unless you go in with a plan on how to utilize a summit to the best of your ability. Read more HERE Join IEA Virtual Summit.By Jenny Melrose: Business Strategist

1
Navigating TikTok Shop: Proven Tactics for Authors and Creators with Joseph Nguyen 59:27

7d ago59:27

59:27

Few self-help books have cut through the noise like “Don't Believe Everything You Think”. In this episode, author Joseph Nguyen shares the brilliant marketing strategies that propelled his global bestseller to success, from leveraging TikTok and Amazon ads to building a strong affiliate network. Joseph’s work, translated into over 40 languages, ble…

1
Yoga Teacher Q&A: Common Teaching Challenges 28:55

8d ago28:55

28:55

In this Q&A style episode, I answer listener questions sent via social media and my website. Topics include managing expectations as a substitute instructor, creating body awareness in beginners, discomfort in studying anatomy, and building a sustainable business with corporate and private clients. Listen in to hear my thoughts on how much to expla…

1
Casting Vision with the Monroe Motivational Sequence Ft. Vinca LaFleur 36:51

9d ago36:51

36:51

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent…

1
Mastering Retirement: Key Mistakes and How to Avoid Them 11:43

14d ago11:43

11:43

Welcome to the Retire Ready Podcast! In this episode, hosts Kolin and Kyle explore essential tips to avoid common retirement planning mistakes. Key topics include: Emotional Investing: How letting emotions drive your investment decisions can impact your long-term financial health. Social Security Timing: The consequences of claiming Social Security…

1
Maximize Your Fall Fundraising: Responsive Fundraising Strategies with Gabe Cooper (Encore) 34:27

11d ago34:27

34:27

As nonprofit professionals gear up for their Fall fundraising campaigns, it's the perfect time to revisit one of our most impactful episodes. Join us as we dive into Responsive Fundraising with Gabe Cooper, founder of Virtuous and author of the book by the same name. In this encore episode, we explore innovative strategies that help nonprofits trea…

1
RBS 151: 3 Key Social Security Claiming Strategies 13:28

11d ago13:28

13:28

When to claim Social Security benefits is one of the most critical questions we'll answer in retirement. In this video, we'll look at the 3 most common strategies and a framework for making a decision. We'll cover strategies if you never been married, married, divorced or widowed. Join the Newsletter. It's Free: https://robberger.com/newsletter/?ut…

1
How to Use Big Thinking to Level Up Your Business with Andrea Liebross 25:59

11d ago25:59

25:59

Discover how to elevate your business through big thinking strategies in this insightful interview with Andrea Liebross. Learn actionable tips and advice on scaling your business to new heights. Read more HEREBy Jenny Melrose: Business Strategist

1
Planning for Retirement - Episode 57 41:48

25d ago41:48

41:48

Send us a text If you would prefer the video version of this podcast, join us on our YouTube channel over at https://www.youtube.com/@financialphilosophers To contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel. -------------------------------------------------------------------- This podcast is fo…

1
5 Ways We Disagree With Dave Ramsey 27:56

23d ago27:56

27:56

It's time to tackle some of Dave Ramsey's most popular advice and ways Josh and Austin disagree! The guys point out where they think he might be missing the mark. Whether you're a die-hard Ramsey fan or just curious about different approaches to financial planning, the guys break down five key areas where they believe there's a better way. Tune in …

1
Sales Strategies for Fewer Rejections: An Interview with Josh Braun 48:48

19d ago48:48

48:48

Do you dread traditional sales techniques and wish there was a better way? If you've been struggling with constant sales rejections, this episode is a must-listen. We're talking to Josh Braun, a sales strategist who has mastered the art of empathetic selling. He’s here to help you stop wasting time on deals that won’t close and start focusing on bu…

1
Retirement Planning for What You Can and Cannot Control 15:08

18d ago15:08

15:08

In this episode, Kyle and Kolin dive into the crucial topic of control in retirement planning. They discuss three aspects you can’t control, such as tax rates, inflation, and market volatility, and how to navigate these challenges effectively. They also explore three critical elements you can control, including withdrawal rates, risk management, an…

1
Your Nonprofit Needs a Rest Week with Kevin Greer (Encore) 30:25

17d ago30:25

30:25

It’s the last week of August, and the lights are off here at Successful Nonprofits®. We have no meetings this week; the podcast and social media are scheduled in advance. And we’re off the computer and off the phone. You know why? Because we’re off having fun and enjoying our rest week! Since we’re on self-care rest week right now, it felt appropri…

1
How to Write Sales Emails that Convert 8:38

18d ago8:38

8:38

Learn how to write sales emails that convert with actionable tips on crafting compelling subject lines, personalized content, and strong calls to action to boost your response rates. Read more HEREBy Jenny Melrose: Business Strategist

1
Inside Anatomy Bites with Dr. Libby Hinsley 1:19:02

25d ago1:19:02

1:19:02

Peek behind the curtain of Anatomy Bites - the easiest and most enjoyable way for yoga teachers to learn anatomy. In this unusual episode, you’ll hear the audio portion of a live Q&A session led by Dr. Libby Hinsley, physical therapist and yoga teacher. Anatomy Bites is a 36-module program designed to give yoga teachers a solid foundation in anatom…

1
Understanding Sequence of Returns Risk - Episode 56 52:13

1M ago52:13

52:13

Send us a text In today's episode Chris and Danny discuss the nuances of sequence of returns risk, who it applies to, the importance of raising awareness about it, and some steps one can take to mitigate it. Sequence of returns risk affects everyone, whether you are retired or not. Tune in to today's episode to learn more about how sequence of retu…

1
Inside the Parallel Welcome Sequence: Mastering Copywriting with Daniel Throssell 46:16

29d ago46:16

46:16

What does it take to become a top-tier copywriter? How about a mix of creative genius, a touch of controversy, and a proven track record? Copywriting often sits quietly behind the scenes, but today’s guest stands out for being loud, proud, and a tad controversial. Daniel Throssell has shaken up the industry with his bold techniques and unconvention…

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The Retirement Plans That Work For ALL Retirees 11:34

29d ago11:34

11:34

The 3 types of retirement plans (The Retirement Plans That Work For ALL Retirees) Today I am going to explain how to prioritize your retirement planning efforts if you are within 10 years of retirement. After building hundreds of financial plans, I’ve learned that there is an optimal “financial” order of operations that when used helps retiree’s sa…

1
7 Investment Mistakes to Avoid for a Smoother Retirement Journey 16:16

28d ago16:16

16:16

In this episode of the Retire Ready Podcast, Kyle and Kolin dive into the common investment pitfalls that can derail your retirement planning. From the risks of confusing short-term and long-term investments to the dangers of letting emotions and media hype dictate your decisions, they cover essential strategies to help you stay on track. Tune in f…

1
Use Email Sequencing to Unlock Donor Retention with Lisa Fernandez 33:05

1M ago33:05

33:05

Are you losing new donors due to uninspired thank-you emails? Join our conversation with Lisa Fernandez as she shares her expertise in crafting effective email sequences to build lasting relationships with donors. Learn how to engage your audience with personalized and automated emails, harness the power of storytelling, and create lead magnets tha…

1
RBS 150: Some Calming Thoughts on Today's Stock Market Decline 17:28

25d ago17:28

17:28

The stock market has declined so far today, with the S&P 500 down more than 3% as I type these words. So I thought I'd share my perspective about what's going on. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...By Rob Berger

1
Effective Bootstrap Marketing Techniques with Melissa Smith 30:08

25d ago30:08

30:08

Beginning a new business without a big budget calls for Effective Bootstrap Marketing Techniques. Melissa Smith of Personal Virtual Assistants and Jenny talk about some ways to help with your marketing. You can find Melissa at The PVA. Her Successful VA Workbook is here. Read More HereBy Jenny Melrose: Business Strategist

1
Direct marketing successes, SEO strategies, video marketing and more. 50:39

1M ago50:39

50:39

In this episode of the SowGrow Marketing Council, experts share how direct marketing can differentiate your business, keyword strategies for website performance, the value of video marketing, public relations strategy and more. Experts tips from Stephanie Richards, SowGrow PR; Joel Alpert, MarketPower; Sherry Wheat, Telesales; Virginia Nava Hieger,…

1
SBA Loans for Growth & Exit Ft. Jarred Ricks 36:48

1M ago36:48

36:48

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent…

1
Can We Monetize Our Hobbies? Better Yet, Should We? - Episode 55 51:51

1M ago51:51

51:51

Send us a text In today's episode, Chris and Danny discuss the pros and cons of turning your hobbies into side hustles for extra income. There are many different ways to monetize your hobbies, but not every method is going to work for everyone. Furthermore, just because you can monetize your hobby doesn't necessarily mean that you should. Tune in t…

1
Are Bonds A Good Investment? 30:01

1M ago30:01

30:01

Let's take a look into the world of bonds! Josh and Austin break down what bonds are, how they function, and their role in a diversified portfolio. You'll learn about different types of bonds—government, corporate, and municipal—and the factors that impact bond yields and prices, including interest rates and central bank policies. The episode also …

1
Strategy Calls that Sell Premium Programs with John Meese 48:15

1M ago48:15

48:15

Ever wondered how top entrepreneurs manage to sell premium programs effortlessly? Our guest today, John Meese, has the answers. John's latest book, 'Serve to Sell,' is a game-changer for anyone looking to monetize their skills sustainably. Join us as we dive into his proven methods. John discusses the importance of understanding clients' goals, cha…

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Plan Sequence Podcasts

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