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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 ...
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.com
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Financial Residency

Financial Residency Network

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As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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Nest Egg!

Lori Zager & Lisa James of 2X Wealth Group

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Welcome to Nest Egg! where Wall Street Women help you overcome financial anxiety with advice and easy-to-understand explanations of today’s investment landscape. We get real about financial concepts they never taught you in school.
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We provide subject matter expertise on every step within the college planning process. Subscribe and listen to the MEFA Podcast to learn key information and helpful tips on 529 college savings plans, the college application process, financial aid & the FAFSA, student loan repayment, and more.
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Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.
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The College Investor podcast is a daily audio show that's dedicated to bringing you the best of TheCollegeInvestor.com. We discuss a variety of topics, all relating to millennial money - including student loan debt, investing, earning more money, and more! Robert Farrington, the founder of The College Investor and a Millennial Money Expert, shares how to get out of student loan debt so that you can start investing and building wealth for the future. Instead of cutting expenses and living a f ...
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Your Money & Your Story will cover investments and financial planning topics. Russ Story, President, and CEO of Story Wealth Management Group will take you on a Financial Odessey each week and give you the secrets of Wall Street. As a Financial Advisor with 27 years of experience, Russ has much information and insite to share...we have more fun than an investment podcast should... enjoy. Russ Story, Financial Advisor, RFC, CWS, https://www.storywealth.com/Story Wealth Management Group is an ...
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Treasury Talk PODCAST

Treasury Talk with MI Treasurer Rachael Eubanks

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Welcome to Treasury Talk, a podcast for Michigan taxpayers hosted by State Treasurer, Rachael Eubanks. Our trending topics with Subject Matter Experts will include cybersecurity, tax prep tips, education savings plans, the budget and our economy, and leadership best practices. Listen for take-aways that will support you, your family and and your business!
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Katherine Vessenes, CEO and Founder of MD Financial, imparts her wisdom on topics ranging from financial planning and retirement, to life insurance; advice that’s specifically catered to medical professionals. Join us and subscribe so you’ll never miss Money Minutes for Doctors.
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Taming the High Cost of College teaches parents the secrets of how to plan and save for college so you can help make your children's dreams come true. Hosted by Brad Baldridge, a Certified Financial Planner and college planning expert, you'll learn what you need to save time, save money and reduce stress with smart and proven strategies. If you’re the parent of a college-bound teenager, you’re in the right place!
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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.
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Operation Retirement Readiness

Mike Hunsberger & Amy King

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Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
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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.
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Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals.
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This Podcast is the ONLY 100 percent series dedicated to high school student-athlete and their parents/guardians who are looking at the difficulties in obtaining that elusive college athletic scholarship! We will be sharing some tips, advice and insider knowledge from our 49 years with regards, to the decisions the NCAA has done to try and cripple the high school athletes especially from its legislation and the Transfer Portal. As we see daily the issues of the Transfer Portal, the Names, Im ...
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Freelance Finance Fix

Alex M. Lynch CFA®, AWMA®

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This show teaches successful freelancers and solopreneurs like you how to: Hack your money to further your financial independence, lower your tax bill, invest smarter, and optimize your finances. Freelance Finance fix was created by money nerds who love researching, optimizing and diving deep into all things financial. We are passionate about helping freelancers find unique and exciting opportunities available to them that are not available to the traditional 9-5 crowd. So grab your favorite ...
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We Live On A Planet

We Live On A Planet

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“Welcome to We Live On A Planet, a podcast/website that explores the wonders and mysteries of life on this planet we call home. I’m your host, Patrick, and I’m excited to share my insights and reflections on a variety of topics, including quantum mechanics, quantum physics, personal growth, and just fun stuff. I also enjoy quotes and share them often. I started this podcast in 2017 as a way of expressing myself and connecting with others who might relate to my experiences. Cover art photo pr ...
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The Grief Code podcast looks at grief from a very different perspective than what you have heard anywhere else. As you tune into each episode, you will receive insight into your own grief, how to eliminate it and what to do next. The host and Founder of The Grief Code, Ian Hawkins, specialises in helping you to make peace with your past so that you can unlock your best future. Ian will take you down the rabbit hole of The Grief Code to see that there is life after grief and that it can be mo ...
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For Your Benefit

Federal News Network | Hubbard Radio

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Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social Security, financial planning, TSP and estate planning.
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show series
 
Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a compr…
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One of the biggest fears families have about using a 529 plan to save for college is the dreaded 529 plan penalty. There are many ways to save and pay for college, and the absolute best way to do it varies depending on your specific situation. A 529 plan, which is designed to help you with higher education expenses, is a type of tax-advantaged acco…
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[6 SEP 24] The BCP Podcast, Episode 529 In this report: Trump-Hating Judge Chutkan is out of control! The sickest, MOST PERVERTED product for young girls EVER! Why Arizonans, especially in Maricopa County, must vote early by mail The Democrats to steal in swing states using fake UOCAVA ballots Fraud Alert: Duplicate voters with unique Voter IDs!…
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In this episode of "Life Well Lived: A Physician's Guide to Wealth," James Nutter takes a deep dive into the intricacies of selecting the right financial advisor for physicians. James emphasizes the importance of financial wellness and the impact of intentional financial planning in achieving a life well-lived. He revisits his Financial Wellness 10…
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In this episode of Coffee and Contracts, Jon dives into essential topics surrounding outside activities, restrictive covenants, and non-compete agreements. He shares valuable insights from client feedback and discusses the complexities of social media use for physicians, including potential conflicts with employer policies. Learn how to navigate th…
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I retired two years ago at 48 and would like to know if you agree with my analysis that I have enough to stop my part time job. 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 http…
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What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasonality of the stock market, the November election, potential of a government shut down, economic reports of the CPI, PPI, and unemployment, and the upcom…
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Dr. Mary Anderson is a clinical psychologist who works with high achievers, including many physicians, med students and residents. As a profession, we are often perfectionists, which can lead to feelings of imposter syndrome, high stress and burn out. She has written a book called "The Happy High Achiever: 8 Essentials to Overcome Anxiety, Manage S…
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A FERPA waiver, when signed by a student, allows parents to gain access to academic records during college. However, this raises an interesting question: should parents push their college-bound children to sign? Many parents, accustomed to having access to their child’s academic records throughout high school, are surprised when they no longer have…
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SEPTEMBER, 2024: FRIDAY THE 13TH! The BCP Podcast, Episode 531 In this report we look at ABSOLUTE PROOF and evidence that Trump is NOT crazy bringing up the insane things going on in Springfield, Ohio. It's not just about eating cats, but a rise in HIV and slavery! Be aware...this is coming to your town soon! THERE IS A SLIGHTLY LONGER AND MORE "DE…
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In this episode, Chad & Rob discuss essential topics related to retirement planning and wealth management. They emphasize the importance of preparing for retirement well in advance, ideally starting serious planning around age 55, and highlight the need for a balanced portfolio that can withstand market volatility. Chad explains how to get started …
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In this episode of "Life Well Lived, A Physician's Guide to Wealth," host James Nutter dives deeply into the strategies for building a sustainable financial plan and maintaining consistency. This episode is part of the Financial Wellness 101 series, and James emphasizes the crucial steps one needs to take to ensure their financial health and stabil…
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In this episode, Chad and Rob discuss the current economic landscape, focusing on inflation, taxes, and retirement planning. They analyze the recent inflation report and its implications for families and retirees, emphasizing the rising costs of essentials like food and gasoline. The conversation shifts to the political climate, particularly the re…
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Summary In this conversation, Chrissy and Jess talk with Rahkim Sabree about the lack of financial education in low-income communities and the impact of the wage gap. They discuss the need for financial counseling and therapy, as well as the connection between grief and spending habits. They also touch on rebuilding a positive relationship with mon…
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In this discussion, Jon from Contract Diagnostics addresses common questions about student loan reimbursement in physician contracts and the implications of not having student loans. Learn how to navigate reimbursement structures, negotiate incentives if you're not receiving loan help, and understand the intricacies of MGMA data for salary negotiat…
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What is a grandparent-owned 529 college savings plan? How do they work? What do you need to know about them and what changes should you know about? A grandparent-owned 529 plan is a type of 529 college savings plan where the account owner is a grandparent, as opposed to a parent. The grandchild is the beneficiary. Another alternative would be a cus…
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Summary In this conversation, Amy and Mike discuss long-term care insurance and how to plan for long-term care. They explain the different types of insurance available, including traditional long-term care insurance and hybrid long-term care insurance. They also discuss the option of self-insurance and the importance of having a plan in place. They…
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I’m considering buying a new home and would love your thoughts on if you think I can afford to buy now. 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://art19.com/privacy#do…
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Low-income students are half as likely to enroll in selective colleges as compared with high-income students with similar grades and test scores. This is called undermatching. These students are often academically talented and likely to be admitted.¹ ² Still, many end up at less-selective colleges, such as lower-cost public colleges and community c…
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In this enriching episode of A Life Well Lived: A Physician's Guide to Wealth, James Nutter navigates through actionable strategies for maintaining financial wellness and consistency. The episode kicks off with a timely reminder about the upcoming Public Service Loan Forgiveness webinar scheduled for September 26, 2024, offering a valuable resource…
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In this episode, Andy is joined by FORUM's AVP of Consumer Lending, Nicole Royle, to discuss what it takes to be a good borrowing prospect. They talk about reasons why people may not get approved for loans, when a cosigner might be helpful, different ways to raise your credit score, and more. For more information, please visit us at Smarter Money L…
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In this episode of The Mortgage Minute, host Doug Crouse from BMO Bank discusses a unique mortgage option for physicians looking to buy a home for their parents. He explains how using a Fannie Mae loan can offer owner-occupied rates and lower down payments compared to traditional investment property loans. Plus, don’t forget to reach out for a free…
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With some big money decisions on the horizon, I have a lot of questions and I'm not sure which direction to go. 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://art19.com/pr…
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Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an important discussion of when and how a comprehensive Aging Plan should be developed. Topics covered include “Red Flags” that family members should look for with aging family members, when and how…
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This is one of my favorite episodes. Dr. James Young and I talked talked about what it felt like to experience burnout and how he was able to battle his way back to find the love of medicine. It involves self-discovery, acceptance, pivoting and standing up for yourself. I hope you enjoy the episode as much as I did!…
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In this compelling episode of the "Life Well Lived, A Physician's Guide to Wealth" podcast, host James Nutter delves into the intricacies of managing family finances with his comprehensive guide on how to run successful family board meetings. Reflecting on personal experiences and professional insights, James shares valuable strategies to enhance f…
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In this session, Jon from Contract Diagnostics discusses the nuances of supervising nurse practitioners (NPs) and physician assistants (PAs). He covers essential aspects such as the impact on your role, the need for clear supervision agreements, compensation considerations, and the importance of understanding contract terms related to staff supervi…
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This episode covers various financial topics related to personal finance, wealth management, and investment strategies. Chad discusses the importance of planning for retirement, including strategies for turning retirement savings into a reliable income source. He delves into umbrella insurance. How much do you need? How much does it cost? Inflation…
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International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make charitable donations. The duo has an active dialogue about the pros and cons of Donor Advised Funds, Ch…
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Summary In this episode of Financial Progress, Jess and Chrissy discuss the emotional toll of student loan debt. They share their personal experiences and the impact it has had on their mental health. They highlight the feelings of guilt, shame, and hopelessness that often accompany student loan debt. They also discuss the societal pressure to obta…
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Join Jon from Contract Diagnostics as he navigates the job search process for physicians during interview season. He covers essential topics including when to start looking for positions, evaluating multiple offers, site visit tips, and understanding employment contracts. Get insights on how to effectively assess job opportunities and negotiate ter…
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