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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
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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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Invest smarter, master your money, live & give more
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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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.
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Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. Sarah Fraser, Deputy Editor of CFP, as they interview contributing authors to the journal each month.
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Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
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By 2030, women will control more wealth than most countries' GDP, yet women still don't talk about money! Future Rich Podcast aims to change that! We are a female-hosted and female-focused podcast that covers all things money -- how it is spent, saved, and everything in between! Our host Barbara Ginty is a Certified Financial Planner with over a decade of experience. She is a true expert in the field of finances, managing over 100 million dollars. Her conversations go DEEP and give insight i ...
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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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.
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On this finance podcast for Millennials, Kevin Mahoney, CFP® connects recent personal finance news to specific steps you can take toward greater financial wellness. Are you among the many Millennials ready for more financial clarity and confidence? New episodes released each month on the 1st & 15th.
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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This ...
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Canadian Football coverage with a wide variety of voices to fit your listening needs. Follow us @CFPerspective on Twitter and Instagram for all CFP updates!
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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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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it aut ...
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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Weekly College football coverage and breakdown
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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.
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Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance. Join Katherine – a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes – for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing. She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're deal ...
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Highly Sensitive Money gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values. Join me, Diana Gisel Yañez, CERTIFIED FINANCIAL PLANNER™, as I coach HSPs, interview experts, and share my own journey discovering the gifts of my sensitivity and how it relates to money. The second season will be released July 17, 2024 and you’ll get an episode weekly for ten weeks.
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...
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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
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20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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Episode 480: The Financial Physician August 25, 2024
2:00:35
2:00:35
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Biden Admin Revises Jobs Created Lower By 818,000 How To Assist Elderly Parents At End Of Their Lives Democrat Convention Devoid Of Policy Full Of Trump Hatred RFK Jr. Quits Race Endorses Trump And It's A Gamechanger Woke Biden Bureaucrat Wants To "Queer Nuclear Weapons" And Much More!!!
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Is Life Insurance Right for Your Retirement Plan?
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In this episode, we delve into the crucial question: Is life insurance an appropriate tool for retirement planning? Join us as we explore the various types of life insurance, their benefits, and how life insurance may impact your financial security during retirement. Be sure to tune in to learn the important details. Schedule time with Mark for a n…
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255. Jessica - “Being Financially Independent Doesn’t Make You Masculine!”
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You’re in for a very special episode this week! CFP Barbara Ginty interviews the fantastic Jessica, who shares her experience of calling off her wedding six weeks before the date and the importance of financial independence. Jessica is 30 years old, a nurse by education, and works remotely as a project manager for a medical device company. She live…
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Interest Rates, Job Numbers, Insane Food Concoctions, Making Market Moves
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45:31
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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Buffered ETFs: Market Downside Protection? Are They Right for You?
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There is no such thing as a free lunch – or is there? Discover the world of buffered ETFs, a fast-growing segment in financial markets designed to offer investors defined outcomes with built-in downside protection. In this episode, hear Tyler Emrick, CFA®, CFP®, dive into the mechanics, benefits, and potential drawbacks of these complex financial i…
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Am I on track to retire in seven years at the age of 60? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyin…
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Wondering if you're truly prepared for the next stage of your life? In this episode, we explore key considerations that every individual should think about as they approach retirement. It's not just about the numbers—it's about your future. Are you ready? For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and…
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Hans and Robby are back again this week with a brand new episode! This week they explain annuity income rider. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-826…
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Dynamic Retirement Strategies: Thrive in Any Market | Episode 112
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In Episode 112, Brian Decker and Brad Geddes, CFP(R) reveal retirement strategies that are not only built to grow with the market but also protect your investments during downturns. Discover how to move beyond basic market timing with strategies like momentum investing that adapt to changing market conditions, helping ensure your retirement plan is…
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Given that we're already retired in our mid 50s, is our long-term financial plan a solid one? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy …
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Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434
1:08:36
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Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits. (5:00) Chris chats about a Social Security press release regarding the overpayment burden for Social Security beneficiaries. (12:15) A listener looks for clarification on how much long-term care (LTC) coverage we’d rec…
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EPISODE 5 : Week 0 Preview / Predictions, Team Talent Composite & More
1:18:28
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Send us a Text Message. In this episode, the hosts discuss the 24/7 Sports team talent composite, which ranks teams based on their talent potential. They also preview the Week Zero college football games, including Hawaii vs. Delaware State, Montana State vs. New Mexico, SMU vs. Nevada, and Georgia Tech vs FSU. The hosts make their predictions for …
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Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)
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Transcript and Show Notes at: www.sunnybranchwealth.com/blog/talk-to-parents-about-money Do you lie awake at night wondering what will happen when your parents die? Have you and your siblings played guessing games to suss out how much your parents are worth? Are you sure your parents are VERY rich, but you have no idea what that means in actual dol…
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Don’t Let Fear Take Over During Market Volatility
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We’ve seen some turbulence in the market recently and that’s a time when fear begins to drive some investor decisions. It’s natural to let emotions creep in, but proper planning should help you maintain the right perspective on your investments. Even with the right planning, we’ll still hear from some clients who have questions or concerns. In our …
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Top Wealth Building Strategies by Net Worth
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Personal finance is personal. A good strategy for someone in their 20s just starting out on their wealth building journey is probably not right for someone with a million-dollar portfolio. So, we wanted to break down what might be valuable to do with your next dollar, for people at different stages of that wealth building journey. Jump start your j…
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Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music…
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From Silence to Clarity: A Guide to Financial Transparency
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Overcoming money silence and fostering healthy financial dynamics within families are crucial for financial well-being. This episode delves into the challenges many face when it comes to discussing money with loved ones, especially across generations. Learn how to break the taboo of money silence, establish open financial communication, and create …
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Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams
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In this episode of The Retirement Fiduciary, Adam welcomes back Rachel Alley, Realtor and Team Leader for The Millennium Group at Keller Williams Capital Partners in Central Ohio. Rachel revisits the podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the chall…
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Simplifying Financial Health for Better Advice [179]
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In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building m…
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With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data an…
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Our Retirement Planning Process and Philosophy Part 10: EDU #2434
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Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs. The post Our Retirement Planning Process and Philosophy Part 10: EDU #2434 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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The Spiritual Side of Entrepreneurship: A Conversation with Franklin Taggart
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The Spiritual Side of Entrepreneurship: A Conversation with Franklin Taggart In this episode of 'Highly Sensitive Money,' host Diana Yanez interviews Franklin Taggart, a coach and former musician, about his experiences with marketing, entrepreneurship, and managing burnout. They discuss the challenges of being a highly sensitive person in business,…
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"I am so addicted to saving (30-35% savings rate) that I am worried I don't know how to turn it off. It is starting to affect my desire to enjoy today. My spouse is 30 and I am 32 and we have about $270K in retirements and $30K in a taxable brokerage. I still want to cheap out on family vacations. I feel like I have a sickness... Any advice on how …
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Exploring Freedom & Fulfillment of a Childfree Lifestyle with Doc G
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🎙️In honor of nearing our 100th episode, we're revisiting one of the unforgettable moments of the Childfree Wealth Podcast: Dr. Jay Zigmont, CFP® ‘s conversation with Doc G which originally aired on the Earn and Invest Podcast. Join the conversation as Dr. Jay and Doc G delve into the complexities of embracing a childfree lifestyle. 🌟 The episode e…
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Overspending is a common financial challenge that affects millions of people, regardless of income level or financial knowledge.By Michael Reynolds
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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…
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Sit down with John & Rich on the The Above Board Podcast this week as they reveal the power of 'Stay Interviews' and the impact of truly checking in with those around us. From boosting team morale to deepening personal connections, they share actionable tips on how intentional communication can transform your relationships. Whether you're looking t…
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How Do You Know It’s Time to Retire? Ep #362
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Knowing when to retire is not just an economic decision; it’s highly personal. In an era where your work is with your identity, deciding when to retire can feel monumental. So how do you know when the time is right? That’s what we’ll explore in today’s episode. In addition to discussing this retirement headline, Bret Mulvaney joins the show again t…
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I'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To l…
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Retire Without Borders: An Expat Primer
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1:02:38
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Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joins me to discuss the financial and nonfinancial considerations of moving abroad in retirement. Press play to learn whether retiring abroad would be ri…
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August Mailbag: Taxes on IRAs, Long-Term Care Insurance, and More!
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How do the taxes actually work on a non-Roth IRA? Should you prioritize Long-Term Care Insurance or Disability Insurance? If you're like our listeners, these questions may be on your mind too. Send your financial planning questions to checkyourbalances@outlook.com to be featured on upcoming episodes! You can also find us @checkyourbalances on Insta…
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1053-Healthy Physical Development for Girls (So They Can Be Strong and Athletic)
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How to Give Your Family Fewer Fights Over Money
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Seeing families fight over money when loved ones are gone can be heartbreaking. In this week's episode of Money Matters, we share a few basic tips on how to lessen the chance of this happening to those you love. This episode was recorded by President Chad P. Wilson of Foundation Bank on August 20, 2024.…
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Unlock Your Financial Power: Mastering Your Mind and Money to Transform Your Life Part 1
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Join Dawn Dahlby as she dives into how your mindset shapes your financial future. Learn three key steps to maximizing your money: Getting comfortable with money Leveraging your time to increase income Making your money work for you Dawn shares personal insights on overcoming negative patterns and how your thoughts, emotions, and behaviors directly …
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The Benefits of a Retirement Community and How to Find Your Purpose in Retirement
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Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routine social interaction to make meaningful connections while living in rural Virginia. He found his groove once he moved to a retirement community in Florida. James and Joe discuss the phases of retireme…
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I think we should have enough money to retire (not work at all) even if we live to 90, but I need a second opinion. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener…
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204: How Stewardship Demonstrates Love for God (Deuteronomy 6:4-5)
23:47
23:47
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Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss how your spending indicates your heart's affections, and how it can be used to demonstrate our love for God. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@Stewa…
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This 401(k) Mistake Could Ruin Your Retirement!
36:33
36:33
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The 401k is one of the most powerful wealth builders. However, there is a mistake people are making that could destroy their retirement. 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 early access and go beyond the …
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Expenses to save for, when holding cash is a good idea, should financial planners be therapeutic?
44:18
44:18
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Dan and Daniel discuss the expenses people fail to plan ahead and save for at various phases of their lives. They then chat about reasons to hold onto cash and how to do so, including for emergencies, short term goals, and retirement. Finally, Daniel asks the question: Should financial planners be more therapeutic in their delivery of services?…
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Revisiting the customer experience journey in a post-COVID economy with Dennis Moseley Williams
57:58
57:58
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Welcome to this episode of 20/20 Money! My guest on today’s show is Dennis Moseley Williams. Dennis joins me to revisit the importance of the customer experience on the success of your practice. He shares the five phases of the patient experience and how to think differently about the way you engage your patients in your practice. I really love hav…
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Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries
35:17
35:17
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In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister, figure out why his Social Security benefits don’t include his housing allowance, even though he pays taxes on it. Then, we talk through a listener’s conce…
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Q&A Episode | Should I Buy My House Outright With Cash?
21:29
21:29
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Join host Timothy P. Pope, CFP®, for this episode of the Pilot Money Podcast as he addresses financial questions from two military aviators. Tim provides detailed, actionable insights tailored to the financial questions these pilots have, from optimizing tax free retirement income to timing decisions of major purchases. This Q&A session features qu…
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Decrease Retirement Contributions for Downpayment?
17:08
17:08
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Does it make sense to decrease our retirement contributions to save more cash for a potential house purchase downpayment? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about li…
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In this episode, Matt Robison and Mike Morton dive into the world of investment fees and the truth behind the "no free lunch" adage. They explore how Wall Street packages seemingly attractive investment products with hidden fees that can erode returns. From Health Savings Accounts (HSAs) with unexpected management fees to interval funds with layers…
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Episode 479: The Financial Physician August 18, 2024
1:58:32
1:58:32
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Bankruptcy Explained When You Should Consult A Financial Advisor Is Fed Poised To Lower Interest Rates In September? Kamala Wants Price Controls On Groceries What Is Martial Law? Could It Happen In America? How Much Supplies Would You Need To Store For An Entire Lifetime? And Much More!!!
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How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTub…
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Welcome to our latest episode where we sit down with esteemed attorney Don Cosley to delve into the intricacies of legal financial planning. From estate planning to understanding your rights in financial matters, Don offers invaluable insights and practical advice to help you navigate the complex legal landscape. For more information contact Tim St…
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Charitable Distribution From IRA - No Income Tax
28:36
28:36
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Hans and Robby are back again this week with a brand new episode! This week they discuss charitable distribution from IRAs without income tax. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinal…
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