))
Join money expert Tori Dunlap as she guides you on how to make more, spend less, and feel financially confident in a world run by rich white men. Through solo episodes and special guest interviews, you’ll walk away with resources to get, save, and grow money to gain financial freedom and kick some patriarchal ass at the same time. New episodes drop every Tuesday, and mini-episodes drop every other Thursday.
…
continue reading
Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
…
continue reading
1
Optimal Finance Daily - Financial Independence & Money Advice
Optimal Living Daily | Diania Merriam
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
…
continue reading
1
The Investing for Beginners Podcast - Your Path to Financial Freedom
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
…
continue reading
Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
…
continue reading
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
…
continue reading
The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
…
continue reading
Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
…
continue reading
Provides a brief update of financial markets.
…
continue reading
The Financial Diet helps you rethink your relationship with money, culture, and class. Education & commentary on the systems we interact with every day, from influencer culture, to economic systems, to financial privilege. Talk to us at hello@thefinancialdiet.com
…
continue reading
Listen to Your Financial Editor every Saturday 6AM to 7AM and 1PM to 2PM
…
continue reading
Studying success with professional people
…
continue reading
Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
…
continue reading
Uncover the financial truth behind every part of life. Join host Chelsea Fagan, CEO of The Financial Diet, for a weekly deep-dive with experts to get a real-life look at earning, spending, and losing money. We’re holding a mic to the money talk we whisper about. New episodes drop every Monday.
…
continue reading
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
…
continue reading
Join us, Besties from North Philly, as we embark on a journey to inspire and inform through insightful conversations on financial wisdom. Every step forward is a step towards financial progress. Together, let's explore this financial journey step by step.
…
continue reading
Helping listeners achieve financial freedom sooner rather than later. Financial Samurai is America's number one personal finance blog and podcast helping you make more money, save more money, and live the life that you truly want.
…
continue reading
Cody Berman and Justin Taylor believe in the concept of “Financial Independence For All”. The Financial Independence Show focuses on REAL stories of individuals on their journey to financial independence. Each episode aims to include actionable insights and takeaways for listeners to implement into their own financial situation. The podcast covers topics like building wealth, entrepreneurship, investing, money mindset, small business, frugality, geoarbitrage, side hustles, real estate, produ ...
…
continue reading
Financial Issues is a live call-in program, focusing on financial stewardship. From 9-10 a.m. EST. Financial advisor, Shana Burt, speaks to thousands of listeners who are seeking to honor God with their finances. Having been mentored by Dan Celia, Founder of Financial Issues Stewardship Ministries, Shana has taken up the torch to educate listeners and viewers about the economy, markets, and investments from a biblical perspective.
…
continue reading
Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
…
continue reading
Financial Modeler's Corner is a podcast where we talk all about the art and science of financial modeling with distinguished Financial Modeler's from around the globe. Financial Modeler's Corner is hosted by Paul Barnhurst a global thought leader in the field of finance. The Financial Modeler's Corner podcast is brought to you by Financial Modeling Institute. FMI offers the most respected accreditations in financial modeling.
…
continue reading
Financial planning guidance from West Tennessee's Nathan O' Bryant.
…
continue reading
Creating Financial Peace of Mind
…
continue reading
…
continue reading
Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
…
continue reading
Financial Markets insights (FMi), a community created by The Realization Group, brings together the best minds in the global financial and capital markets industry to discuss and deliver high-quality thought leadership content.
…
continue reading
Clips and more from some of the best financial radio programs heard around the country every week. Advisors share their insight and offer tips to help you get to retirement.
…
continue reading
The Aussie FIRE podcast is the ultimate guide to Financial Independence for Australians. Having started life as an e-book, then an audiobook, it's now reached its final form: a podcast that will keep on giving. The Aussie FIRE audiobook is brought to you by Pearler, Australia's favourite long-term investing community; and Dave Gow, the brains behind Strong Money Australia. Each episode explores a different aspect of Financial Independence, so stay tuned for new releases! https://pearler.com ...
…
continue reading
Alisha shares her expert advice on how to craft a winning financial game plan for your business. Learn how to maximize profits, manage cash flow, and build a strong financial foundation, no matter the industry.
…
continue reading
Your Best. Financial. Friends. (B.F.F.s) give you a weekly dose of personal finance stories, tips and insights. Join Trainers of The Financial Gym as they dig deep below the surface and get real about money! Along the way, they’ll be joined by members of the FinGym Fam for conversations about their own journeys of financial fitness and the triumphs and tribulations along the way.
…
continue reading
A semi-monthly podcast that brings you advice and interviews with experts on various important topics to help you make better and smarter financial decisions in order to improve or maintain your financial situation.
…
continue reading
Hosted by Lea Smith, the Financial Legacy podcast explores non-profits, entrepreneurship, youth development and financial literacy through engaging with today’s top leaders. When it comes to sharing knowledge, “Nothing’s off Limits with Lea.” Learn more at https://missionmatters.com/author/lea-smith
…
continue reading
Dans ce podcast, nous explorons les domaines des placements, de l'infinite banking, des investissements, de l'entrepreneuriat et bien plus encore. Nos hôtes, Emmanuel-David Noel-Solages et Christ Brissi, vous partagent leurs connaissances et expériences pour vous aider à prendre le contrôle de vos finances et atteindre vos objectifs financiers.**Ce que vous découvrirez dans ce podcast :**- Des stratégies de placement efficaces- Les secrets de l'infinite banking- Des conseils pour réussir vos ...
…
continue reading
The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
…
continue reading
Stay ahead of the curve by hearing from the world’s top thinkers in fintech, financial intelligence, financial data, open banking, lending data, financial wellness, personal finance, banking data, and AI in fintech
…
continue reading
Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
…
continue reading
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
…
continue reading
Financial Finesse Financial Coaches work with people from all walks of life and have literally seen it all! They’ve supported employees and participants (and their families) through debt, cash flow, and credit challenges, buying homes, growing their families, marriages and divorces, retirement planning, and more. Through guest interviews, your host Liz Davidson, founder and CEO of Financial Finesse, will share life-changing stories of financial transformations experienced by everyday people ...
…
continue reading
A show about how to thrive in the New Economy. It's All About What's Next!
…
continue reading
Today's retirement is about obtaining financial independence; when the assets you have provide the income you need to live the life you want, and work is no longer a requirement it's an option. Financial Independence Now provides you with strategies to help you to achieve your financial independence in a better, smarter, safer way.
…
continue reading
The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclaimers at: https://wwmfinancial.com/disclaimers
…
continue reading
Modern Financial Wellness is the podcast dedicated to helping you feel better about your finances. We will explore the psychology of money and delve into the emotional aspects that shape our financial decisions and how we feel about them.
…
continue reading
Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
…
continue reading
A personal finance podcast that destigmatizes money conversations and encourages you to chase your financial goals. Hosted by your biggest cheerleader, Alex Offor, this podcast also features the advice and stories of educators, influencers, and everyday people. Support this podcast: https://podcasters.spotify.com/pod/show/financial-flex-with-lex/support
…
continue reading
Morgans is Australia's largest national full-service retail stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices across all states and territories in Australia.
…
continue reading
To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
…
continue reading
The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
…
continue reading
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 ...
…
continue reading
Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
…
continue reading
1
2849: Tax Basis For Beginners by Sean Mullaney of FI Tax Guy on Double Taxation & Clarifies Taxable Gains
13:09
13:09
Play later
Play later
Lists
Like
Liked
13:09
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2849: Sean Mullaney of FITaxGuy.com demystifies the concept of tax basis, illustrating how it prevents double taxation and clarifies taxable gains. Learn the essentials of depreciation, the ben…
…
continue reading
In this episode we welcome special guest, Joey Ekholm. Joey has multiple degrees related to the topic and works in the mental health field. He helps us look into the often-overlooked connection between mental health and retirement. Discover how stress, anxiety, and depression can impact your golden years, and learn practical strategies to maintain …
…
continue reading
1
Episode 17: Value Driven Leadership with Jaymi Block
34:28
34:28
Play later
Play later
Lists
Like
Liked
34:28
In this episode, Dennis Interviews Jaymi Block, Designated Managing Broker at Re/Max Legends in Oakbrook, Illinois. Jaymi discusses the value that she brings to her team and her clients and how her life experiences have helped make her a more complete Realtor.By Dennis Wells
…
continue reading
By The Market
…
continue reading
1
Smart Macro: Are Investors Too Optimistic About the Outlook?
19:21
19:21
Play later
Play later
Lists
Like
Liked
19:21
August 30, 2024 – In today's Smart Macro edition of the Financial Sense Newshour, Chris Puplava explains how the Fed's focus has now shifted from high inflation to a weakening job market, especially now that we've seen one of the largest downward revisions to the jobs data since the Great Financial Crisis and recession of 2008. Chris discusses the …
…
continue reading
Send us a text Last episode, Aussie FIRE co-hosts Dave and Hayden discussed debt recycling, and who can benefit from it. As it turns out, people in our community have a lot of questions about this subject. For this reason, Dave and Hayden decided to run a debt recycling FAQ. Join the Aussie FIRE duo as they answer some of the most common questions …
…
continue reading
In today's show, hosts Shana Burt and Seth Udinski discuss financial advice for retirees in their 60s and 70s. They emphasize the importance of budgeting, strategic Social Security claiming, Medicare enrollment, and managing retirement accounts and taxes efficiently. The hosts stress the need for retirees to remain active and continue bearing fruit…
…
continue reading
1
No End to Election, Fiscal & Economic Insanity with Michael Pento #6135
39:26
39:26
Play later
Play later
Lists
Like
Liked
39:26
In this episode of the Financial Survival Network, host Kerry Lutz welcomes back Michael Pento of https://PentoPort.com. The conversation dives into the ongoing economic challenges and the questionable policies affecting both markets and everyday Americans. They discuss the current "election insanity" and question whether the outcome will truly add…
…
continue reading
1
Breaking Down Roth IRA's: Eligibility And Advantages Explained
19:41
19:41
Play later
Play later
Lists
Like
Liked
19:41
WWM Financial Podcast In this episode, we delve into the stock market as we approach the end of the second-quarter earnings season, explore six essential rules for traveling in retirement, and provide a breakdown of Roth IRAs. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this p…
…
continue reading
US equity markets mixed, with both the S&P 500 and Nassq losing ground late in the session and selling in Nvidia Corp intensified - Dow gained +244-points or +0.59% to 41,335.05, logging its third record closing high in the past four sessions. Apple Inc rose +1.46% with after Citigroup nominating the iPhone maker its top artificial intelligence (AI…
…
continue reading
We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500By Kevin Wray
…
continue reading
1
182. Women's Rights at the DNC (Tori Exclusive!)
1:36:36
1:36:36
Play later
Play later
Lists
Like
Liked
1:36:36
If you’d ever wondered what it’s like to attend the Democratic National Convention, then pull up a chair! In this episode, Tori is taking you behind the scenes of the DNC and sharing what it was like to be an “influencer” at the event. Tune in to hear details on everything from the hustle and bustle, to the historical and emotional significance of …
…
continue reading
1
Lights, Camera, Clients: Video for Advisors w/ Katie Braden [181]
45:38
45:38
Play later
Play later
Lists
Like
Liked
45:38
In this episode of Elementality, Abby Morton sits down with Katie Braden, a video marketing expert for financial advisors, to discuss the transformative power of video marketing in the financial industry. Katie shares her unique journey from photography to financial planning and how she now helps advisors leverage video to connect with clients and …
…
continue reading
1
4 Things You Should Care About Way More Than Having A "Dream Job"
9:51
9:51
Play later
Play later
Lists
Like
Liked
9:51
Thanks to Betterment for sponsoring this video! Get started, be invested. Sign up in minutes: https://www.betterment.com/influencer/the-financial-diet?utm_campaign=INF&utm_medium=paid_social&utm_source=Instagram&utm_content=tfdinvestingWelcome to the final episode of season 2 of The Totally Chill Guide To Work & Life! In this episode, TFD's creativ…
…
continue reading
1
Growing Through Gifting: How Alex Ferguson Scaled 'Grow by Gifting' from the Ground Up
23:10
23:10
Play later
Play later
Lists
Like
Liked
23:10
In this episode of The Financial Game Plan, Alisha sits down with Alex Ferguson, founder of Grow by Gifting, a unique B2B corporate gift company. Starting on a farm in San Diego during the challenges of the COVID-19 pandemic, Alex shares his journey of turning a simple idea into a thriving business that has scaled significantly each year. Tune in t…
…
continue reading
1
Episode 112 – 100 Year Life with Dr Tom Mathar
37:00
37:00
Play later
Play later
Lists
Like
Liked
37:00
Episode 112 – 100 Year Life with Dr Tom Mathar Join us for another insightful episode of The Financial Wellbeing Podcast. We dive deep into the challenges of financial planning in a world where we’re living longer than ever. Dr Tom Mathar from Aegon’s behavioral research department chats with the guys – exploring strategies for balancing today’s fi…
…
continue reading
1
Don't Let Poor Planning Destroy Your Practice Profits!
31:09
31:09
Play later
Play later
Lists
Like
Liked
31:09
Don't Let Poor Planning Destroy Your Practice Profits! Unlock the secrets to financial freedom and protect your practice profits with expert advice on strategic planning! In this eye-opening episode of the Financial Beasts podcast, Eric Miller and Eric Gersch delve into the essential strategies for effective financial planning. Learn how to take ba…
…
continue reading
1
From Making $2 Million A Year To Quitting His Finance Job With Khe Hy
51:52
51:52
Play later
Play later
Lists
Like
Liked
51:52
I speak with Khe Hy, who spent 15 years on Wall Street and became one of the youngest Managing Directors at BlackRock at just 31. He earned up to $2 million a year—then he quit! His journey mirrors mine in many ways, though he earned significantly more. I thought it would be fascinating to understand why he chose to walk away from such wealth. Coul…
…
continue reading
1
Crowd Heist Entertainment and Productions featuring Allyance Johnson
31:59
31:59
Play later
Play later
Lists
Like
Liked
31:59
The untold truth about A.M.O.R Entertainment will reveal the details on Crowd Heist Entertainment. Allyance, was truly inspired by Russell Simmons and the amazing efforts he portrayed in the music industry. Getting rich wasn't the only goal when realizing there was great talent in Cleveland and not many artist were supported in the industry because…
…
continue reading
1
Episode 22: The Importance of Accountability in Managing Finances
43:06
43:06
Play later
Play later
Lists
Like
Liked
43:06
Summary Nyra shares her financial progress journey, starting from her childhood experiences with her parents' financial struggles. She talks about how her mom's hard work and frugality influenced her own financial habits. Nyra discusses her journey through college, student loans, and her first job, where she learned to manage her own finances. She …
…
continue reading
1
Your Guide to Medicare's Open Enrollment Plan
21:55
21:55
Play later
Play later
Lists
Like
Liked
21:55
The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be paying close attention? In this episode, we’ll break down everything you need to know about navigating this crucial period. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402…
…
continue reading
Social Security needs to be fixed and someone needs to step up and be a leader to make the changes needed. Who is going to be that leader? Will it be Trump or Harris? Or, perhaps it will be Biden as he finishes his term as President. Tune in as we discuss these possibilities.By Dan Wendol
…
continue reading
1
IFB352: 5 Essential Tools for Researching Industry Connections in Investing
38:15
38:15
Play later
Play later
Lists
Like
Liked
38:15
Welcome to the Investing for Beginners podcast, episode 352. Join Dave and Andrew as they answer listener questions about investing strategies, portfolio management, and stock picking in this informative and engaging discussion. Summary with timestamps: 00:00:00 - Introduction and overview of the episode 00:00:42 - Question about tools and resource…
…
continue reading
1
Tokenisation: The Apple Pay of private markets
17:52
17:52
Play later
Play later
Lists
Like
Liked
17:52
Tokenisation requires a significant change in how people think about transacting and storing assets. While gaining comfort and understanding will take time, the benefits are substantial, according to Hamilton Lane co-chief executive Erik Hirsch. He adds that it’s rare to find something that's simultaneously better for investors and for fund manager…
…
continue reading
Cody shares how he’s able to earn over $75,000 per month in passive income on the Forget About Money Podcast. His big four are: Digital Products Real Estate Affiliate Marketing / Sponsorships Stock market investments (doesn’t really count, but we explain) If you enjoyed this, please share this episode with a friend! YouTube Interview https://www.yo…
…
continue reading
1
Labor Data Drama: Incompetence or Political Spin?
10:21
10:21
Play later
Play later
Lists
Like
Liked
10:21
Rate & review the Simply Financial Podcast on ITunesBy Christopher Calandra
…
continue reading
1
Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien
1:30:00
1:30:00
Play later
Play later
Lists
Like
Liked
1:30:00
Mark Tibergien is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and a longtime practice management consultant and thought leader in the financial advisory industry. Over his 50-year career in financial services, Mark has witnessed the evolution of the financial advice industry and has actively defined …
…
continue reading
1
Continuous Planning vs. Annual Budgets | Randy Brown’s Game-Changing FP&A Insights
52:16
52:16
Play later
Play later
Lists
Like
Liked
52:16
In this episode of Financial Modelers Corner, Paul Barnhurst dives into the intricacies of financial modeling, focusing on cash flow forecasting and continuous planning with FP&A expert Randy Brown. Randy shares his unique journey from music school to becoming a financial consultant and emphasizes the importance of practical financial strategies, e…
…
continue reading
1
Understanding the Complexities of the Tax Code
6:43
6:43
Play later
Play later
Lists
Like
Liked
6:43
Ken Tumolo and Nick Tumolo discuss how an inherited retirement account can present tax problems, especially if the beneficiary is in their highest earning years. They highlight how the tax code is complex and difficult for individuals to navigate on their own. To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com Ken Tumolo an…
…
continue reading
We all have visions of our ideal retirement. However, our financial plans can quickly veer off course if we haven't appropriately managed our risks. On this episode of Financial Symmetry, Greg Suggs from Greg Suggs Insurance joins me to discuss how to manage common risks that could negatively affect your wealth. You won’t want to miss out on these …
…
continue reading
1
Good Grief: [PART 2] Infertility, Faith and Transformation with Sara Schneider
21:59
21:59
Play later
Play later
Lists
Like
Liked
21:59
Sara Schneider shares her emotional journey through grief after enduring NICU stays with her two oldest sons and the tragic loss of her youngest, Bowen Walker. We delve into her experience of denial and acceptance, exploring how grief reshaped her life and led her to find her true purpose. Listen as she reveals the transformative power of loss and …
…
continue reading
Host Chris Murray discusses the latest financial news and trends! See omnystudio.com/listener for privacy information.By WFMD
…
continue reading
1
Perspective on the Fed and Market Sell-Off
38:50
38:50
Play later
Play later
Lists
Like
Liked
38:50
To paraphrase Ernest Hemingway, changes in the stock market often happen "gradually, then suddenly." This week Brian and Ryan discuss how, over the past month, there has been a rotation from large-cap technology stocks to small caps and other sectors. However, following the latest jobs report, global stocks experienced a sharp pullback due to conce…
…
continue reading
1
They cover it all on this weeks Financial Pizza
25:58
25:58
Play later
Play later
Lists
Like
Liked
25:58
Plenty on this weeks pizza. Coach Pete D’Arruda has thoughts on the unemployment numbers. Russ Hackman evaluates the current presidential race. Jeremy Nelson says it’s all about the plan. To learn more visit Financial Pizza. Check out Broadcasting Experts to learn how they can help you create your own podcast. See omnystudio.com/listener for privac…
…
continue reading
1
Chris Gifford of USAA Bank on Data and Analytics Strategies
24:48
24:48
Play later
Play later
Lists
Like
Liked
24:48
Our guest today is Chris Gifford, Chief Data & Analytics Officer at USAA Bank. We talk about data strategies, building with a mobile-first mentality and why people remain at the heart of innovation, covering such topics as: Working for a mission-driven organization and how this shapes USAA’s approach to data and analytics. The value of Advice as a …
…
continue reading
1
Episode 207: Retiring at 44 with Tony Lopes
49:54
49:54
Play later
Play later
Lists
Like
Liked
49:54
Most people wait until they reach age 65 or older to retire. One of the reasons is that you can maximize your social security benefit. This makes retirement something that is far into the future. But what if you don't want to wait that long? What if you want to have more time to enjoy it? That's why in this episode of the podcast I talk to engineer…
…
continue reading
Recently, the IRS provided some much-needed clarity on the Secure Act changes, specifically regarding Required Minimum Distributions (RMDs). In today’s podcast, Nathan breaks down these updates and explains their implications for your financial strategy. Here’s some of what we discuss in this episode: An overview of the Secure Act. Clarity on the R…
…
continue reading
1
Blurred lines: Why some CFOs grapple with conflicting expectations
17:35
17:35
Play later
Play later
Lists
Like
Liked
17:35
Paul Thambar, FCMA, CGMA, Ph.D., associate professor of accounting at Monash University in Australia, explains the obstacles CFOs face when transitioning to a business partner role and where organisations are setting ambiguous and conflicting expectations for finance leaders. A recent AICPA & CIMA report on the role of the CFO was informed by Thamb…
…
continue reading
In this episode, I talk to Erika Wasserman, Your Financial Therapist, to explore the relationship between money and emotions. Erika shares her journey from learning finances from her father to a dynamic career that included significant life transitions, such as marriage, children, divorce, and inheriting assets. Through these experiences, Erika dee…
…
continue reading
1
Building Financial Confidence with Kelly & Sam
19:46
19:46
Play later
Play later
Lists
Like
Liked
19:46
On this episode of Financially Naked: Stories from The Financial Gym, hosts Sam and Kelly dive into financial confidence—a challenge many clients face when starting their journey. They discuss the emotional hurdles of the first "financially naked" session, the importance of a healthy money mindset, and how everything, from budgeting to income manag…
…
continue reading
1
How Can You Preserve Your Assets for Your Heirs?
35:04
35:04
Play later
Play later
Lists
Like
Liked
35:04
Taxes are just one part of estate planning. People are also asked to consider custody arrangements, medical decisions, and legal issues. But it comes as no surprise that people who have worked their whole lives to build an estate are wary of letting taxes and fees eat away at their hard-earned assets. Further complicating the current environment is…
…
continue reading
1
What’s Driving Market Volatility This Summer? With CIO Keith Lockwood
17:02
17:02
Play later
Play later
Lists
Like
Liked
17:02
In this episode of Unlocking Your Financial Future, Ben is joined by Chief Investment Officer, Keith Lockwood. He’s here to help dive into some of the market volatility we have seen lately and what it could mean for your investments. Tune in as Ben and Keith look at how geopolitical factors can impact the market, how recent recession talk could be …
…
continue reading
If you’re looking to improve your financial well-being, it’s important to understand the impact of your financial attitudes or “money scripts” on your future. In today’s episode, you’ll discover that, with the right support and financial plan in place, you can rewrite these money scripts and take control of your financial destiny! Julie Everett is …
…
continue reading
1
0013. The 7 Benefits of 3rd Generation Annuities
24:00
24:00
Play later
Play later
Lists
Like
Liked
24:00
In this episode, I continue my deep dive into annuities, focusing on the transformative benefits of 3rd generation annuities. These modern financial tools offer a balanced and secure approach to planning your financial future. I explore 7 key benefits—flexibility, safety, liquidity, growth, tax deferral, low to no fees, and longevity protection—and…
…
continue reading
1
Navigating inheritance tax and gifting - Part 2
15:57
15:57
Play later
Play later
Lists
Like
Liked
15:57
Christy Lombard, certified financial planner and tax advantaged investment specialist and David Nelson, chartered financial planner and senior financial planner director continue the conversation around inheritance tax. In this episode, our team discuss real life scenarios to help bring IHT to life some of the ways people are able to navigate the l…
…
continue reading
