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51
Money Guy Show

Brian Preston and Bo Hanson

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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter

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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Known for making the complex simple, the cornerstone of Manisha Thakor’s work is a concept she calls “MoneyZen,” a joy-based approach to personal finance rooted in simplicity, freedom and abundance. As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, and the co-author of two critically acclaimed personal finance books for women, Manisha is an ardent financial literacy advocate. As a member of the firm’s investment policy committee, Manisha is passionate about i ...
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Creation is one of the most powerful forces in the universe for your life and career. In this podcast hosted by John Saunders (New Degree Press Author: The Optimizer) we feature interviews with authors from our community as well as industry experts, who share practical advice you can use to build your community, improve your writing and sell more books through hybrid publishing. The NDP Creator Community Podcast brings you insights and inspiration for first-time authors and creators.
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How Did We Get Here?

Jess Bost and Mark Newfield

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Welcome to "How Did We Get Here?" - the podcast where each week our two Talking Heads, Jess Bost and Mark Newfield, bring on guests to learn more about their past five jobs before landing where they are today. As you know, life is super simple, straightforward and never makes people ask "Wait, you did what?!" So join us for an honest convo on career exploration, overcoming setbacks, considering when to pivot, and offering encouragement on how to find value in your career and life choices. Le ...
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I am passionate about educating people about personal finance. Whether it is getting out of debt, creating a household budget, saving for retirement, understanding insurance, investing, taxes, or your company retirement savings plan, I am here to help. #cfp #debtfree #retirementsavings #financialplanning Support this podcast: https://podcasters.spotify.com/pod/show/jim-kilgore/support
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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What is the state of the investment markets? What may happen before, and after, the upcoming Presidential Election? What other investment related issues should you be paying attention to? Join Thomas Balis, CFA® and Mark as they discuss these questions, investments and the markets. Be sure to tune in to learn the important details. Three Pillars of…
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This episode explores the disconnect between retirement expectations and reality, referencing a recent Gallup report that shows most retirees live comfortably despite fears about running out of money. Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patt…
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Aaron Klein’s childhood struggles with money and near foreclosure shaped his approach to risk and opportunity in his career. Despite early failures, he founded Riskalyze (now Nitrogen), a company that revolutionized financial advising by creating a way to measure risk with a "risk number." Through his story, Aaron touches on resilience, timing, and…
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We’re so excited to announce the launch of the Financial Mutant Survey! We want YOU to help us create this upcoming Money Guy episode and inform future content. Plus, we have some awesome, exclusive resources available as a “thank you” to everyone who participates. Go to moneyguy.com/survey to check it out! Jump start your journey with our FREE fin…
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Learn how to supercharge Social Security and capitalize on up to $200,00 that the average couple misses in retirement. Did you know that the average couple is missing out on $100,000 to $200,000 in Social Security benefits over their lifetime? If that number sounds ridiculous–or you’re worried that you’re on that same track with your benefit–this b…
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"I just started investing in my 401(k). I think I have it set up right, but it's all so new that I'm worried I'm going to miss something and make a mistake. What are some things I should look out for?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals fas…
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Roth conversions are one of the most valuable tools we have in tax-efficient planning. Two questions I receive time and time again are “what is the breakeven point of a Roth conversion?” and "what about the opportunity cost of a Roth conversion?” These are both great questions, and we will explore the answers in this episode. Schedule time with Mar…
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"I'm 33 years old with a decent amount of debt. I'm worried about time missed out of the market so i'm maxing my Roth IRA before paying my high interest debt due to the time it would take to pay off. Thoughts?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your …
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In this episode, we share the inspiring story of Derek Hagen, who overcame poverty and started working at a young age to eventually become a successful financial advisor. Derek’s journey shows how hard work, education, and perseverance can change your life. He talks about finding his passion for finance, navigating career choices after college, and…
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In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, interviews Derek Pollard, Ph.D., founder of Constellar Creative, about the importance of personal branding for financial planners. They dive into strategies for crafting a unique, consistent brand that reflects your story and expertise, even if you're part of a larger organiza…
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The Fed recently cut the rates by 0.5%, making the new target rate 4.75%-5.00%. Why did they cut the rate? And what does this mean for you? Let's walk through it together! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube …
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Debunking 3 Medicare myths and examining the ways you can avoid falling for common Medicare mistakes. As you approach retirement, it’s easy to feel overwhelmed with the various decisions you need to make, especially when it comes to Medicare. In this post, I want to focus on three major Medicare myths that can lead to costly mistakes. Understanding…
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"With the Fed meeting today, and projections saying that they will drop rates a half percent, at what point should I pull the trigger and refinance?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the n…
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We're back to debunk even more of the biggest financial lies that we see all the time on the internet, to help you understand what’s real, what’s fake, and how to do money better. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on …
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In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset. Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how m…
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"My 28-year old kid is getting married in December and has a 6-figure net worth. I want to make them get a prenup before they get married, but am wondering what the Money Guys think. I would hate to see their financial future slip away due to a messy divorce." We'll walk you through that question and more in today's Q&A episode! Jump start your jou…
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David Blanchett discusses the survey results that reveal a building crisis among near retirees who are unprepared for retirement. When we hear “midlife crisis,” we usually think of people making drastic changes like buying a sports car or changing careers. But when it comes to retirement, the stakes are even higher. A financial midlife crisis can s…
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"What should financial mutants be doing if the market seems to be on the brink of a recession?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for ea…
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I know that summer is not yet over, but it is time to start working on Year-End Planning. In this episode I’ll share some important tips and practices to help you stay ahead of the game. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Visit our w…
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It can be hard to know what makes someone “wealthy” depending on where they are in their journey. So, here are some wealth checkpoints you could shoot for by the end of each decade to assess where you are on that curve. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the n…
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Today’s recorded conversation is with special guest, Hannah Moore, CFP®, focused on how she improves the financial planning profession with her generous initiatives. If you’d like to watch the video version and dozens of other interviews, please consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.…
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In this episode, we explore how unexpected career twists can lead to fulfilling paths. Nick Gertsema shares his journey from concert promoter to financial advisor, showing how embracing change can open new opportunities. We also discuss the story of a father and son who took unconventional career routes, offering lessons in resilience and finding o…
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In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …
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"With the S&P 500 being heavily leaning on the magnificent 7 tech stocks, would you still consider it well diversified?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Su…
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Understanding the options available to civil servants entering retirement under FERS. If you’re one of the 2 million people in the federal workforce, this post is designed to help you make the most of your retirement plan by understanding the Federal Employee Retirement System (FERS). As we head toward the end of the fiscal year, it’s a great time …
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"I'm 23 years old. I am about to start my first job in my career field. What are the first things you recommend someone do when starting a job to set them up for success financially?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our produ…
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In my 20 plus years of helping people with their retirement planning, I have identified the #1 mistake that most individuals AND financial planners make. Tune in to learn more. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Visit our website: ht…
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Cash is not trash… and if you aren’t making money on your cash, what are you doing?! Get in there! With hints of inflation slowing down, and talk of future rate cuts from the fed, your time to optimize on these 5%+ high-yield accounts may be limited. We want to help you make the most of it, and implement some long-term strategies that will keep you…
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Over the last few years, significant changes have been made to how retirement accounts are managed after death, especially with new RMD rules. In July, the IRS issued its new Final Regulations regarding the SECURE Act’s provisions. In this episode, hear Tyler Emrick, CFA®, CFP®, break down the key provisions, including the 10-Year Rule for benefici…
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In this episode, we talk with Bob Seawright, who went from being a paperboy in his hometown to becoming a Chief Investment Officer and a well-known writer. Bob shares how his early jobs, like delivering newspapers in the cold and umpiring baseball games at 14, taught him important lessons that shaped his career. He also opens up about his journey f…
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"At what point should I consider selling an accidental rental property? I’m making about 10% cash on cash, but it seems like a lot of work for $300 per month." We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationshi…
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Chet Bennetts shares insights on the study that highlights the challenges facing the average American seeking financial literacy. When it comes to retirement, knowledge truly is power. The more you understand your financial situation, the better you can navigate the complexities of retirement planning and make informed decisions. In this week’s epi…
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"​​I have freed up an extra $700 a month to pay off 30k (3.9%) car. Is it better to make an extra $700 payment each month or save in HYSA at 4.5% until I have enough to pay it off? The minimum payment is $580 for 60 months." We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resourc…
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We call our community Financial Mutants for a reason – they’re different than the average person. They think, behave, consume, and save in a way that is contrary to the norm. One of the most important skills we see is their ability to know that small decisions have profound effects on your financial life. We walk you through four of these small dec…
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In this episode, we talk with Arlene Moss about her 30-year journey in the financial world. Arlene shares how she stayed true to herself, even in an industry that often pushes people to fit in. Starting on Wall Street in the early 2000’s, Arlene faced challenges like gender bias but used these experiences to grow and change. She also discusses bala…
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In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values…
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"Can we have too much in cash? My wife and I were saving for a new home, but decided to stay in our starter home instead. We have a large amount in cash now but we like the added security and flexibility to use it how we want (home renos, vacations, etc.). If we're saving and investing 25% for retirement, is there anything wrong with keeping it in …
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Exploring the concept of “Infinite Banking” and comparing life insurance retirement plans to traditional retirement strategies. If you’ve been browsing TikTok, Facebook, or LinkedIn, you’ve likely seen posts promoting life insurance as the “ultimate retirement solution”. But is it really the best way to go about planning for your retirement? Let’s …
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"What can we all do to prevent identity theft besides doing things like freezing our credit? I'm not sure if you've gone over this topic before." We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next …
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Join me and my Special Guest, Best Selling Author David McKnight, for our discussion about the critical items that must be considered when placing a life insurance policy in your retirement plan. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/dis…
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"What were your luckiest financial decisions? How much of your wealth building do you think has been about discipline vs. luck?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a c…
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In this episode, Tyler Emrick, CFA®, CFP®, reviews the rich insights from Fritz Gilbert's blog post, "Six Lessons From Six Years of Retirement." Exploring the complexities of retirement that go beyond financial concerns, highlighting how true fulfillment often lies in navigating the non-financial aspects of this life stage. Join us as we unravel th…
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