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Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics Lon is able to give his opinion on what is really going on with your finances. Topics include, stock market performance, retirement savings, current events and how they impact financial climate, general financial education and tips, and much more!
 
Hosted by Owen Raszkiewicz, founder of The Rask Group, The Australian Investors Podcast is a series exploring the investment philosophies and journeys of Australia's leading investors and thinkers. Learn from the best of the best. Get to know ETF Securities. The sponsor of The Australian Investors Podcast for September 2020. Click here to view ETF Securities' full range of funds: http://bit.ly/aipetfs Rask Subscriptions: https://bit.ly/raskresearch SHOW NOTES: https://bit.ly/AIP-notes
 
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 401k account, IRA, or an underperforming asset, Joel Johnson can a ...
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
 
Meet Me In The Middle is a podcast by two old friends, Hunter York & Zander Faidley. They talk mostly about sports, but they are liable to wander off topic. With segments like Pod O’ Beef, “Hey! We Just Watched This!”, & Screenshot Rundown, you are sure to get a well rounded education about sports and the world at large.
 
Certificant Connections is a podcast powered by the Certified Financial Planner Board of Standards, the professional standards-setting body for more than 83,000 CFP professionals nationwide. Each episode, CFP Board discusses the latest news in the financial planning profession, takes a dive deep into a key topic, and answers your questions about financial planning.
 
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.
 
Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of McKenzie Banking Company / Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. McKenzie Banking Company / Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.”
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
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.
 
If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week o ...
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
Stay up to date when it comes to your personal finances, and listen to your very own financial planner, Principal of Falcon Wealth Planning, Gabriel Shahin, CFP®, AIF®, that can help you gain a better understanding of your financial situation that covers retirement, taxes, social security, investments, insurance, real estate, estate planning and anything else that involves money!
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Hosts Joe Saul-Sehy from the Stacking Benjamins podcast and Bobbi Rebell CFP® from the Financial Grownup podcast break down the money headlines everyone is buzzing about- with a big twist. The show is recorded live in front of a Facebook Live audience, and they let the audience in on the action with their own comments and tips. Money lessons delivered with laughs.
 
Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show and is divided into four sections: Bulls and Bears Market Report and Economic Update, Legislative Update, Plan Your Prosperity Ask Peggy--your opportunity to ask a question! When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that wh ...
 
Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
 
Live like a Financial Rock Star. Scott has made the money moron mistakes so you don’t have to. He teaches you how to think differently about money, so you can get out of debt, get started investing, and generate passive income with real estate. Scott lived the paycheck-to-paycheck lifestyle, but by age 35, he turned it all around and became a self-made millionaire and is now on a mission to help you. If you’re stressed out or worried about money, the Scott Alan Turner podcast will help. Fool ...
 
I am a national expert on sudden wealth. My wealth management firm (www.PacificaWealth.com) has developed a unique process for handling the financial--and often psychological--issues of sudden wealth from inheritance, lottery, divorce, stock options, lawsuits, sports/entertainment contracts, or business sales. For clients who experience a sudden wealth event and may feel overwhelmed and need immediate clarity on the various financial, legal, and tax issues, I am able to provide them with ins ...
 
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show series
 
#159: In these times of market uncertainty and job layoffs, no wonder so many people are escaping the 9-5 and seeking financial freedom. Making that decision may be half the battle, but where do you go from there? Today’s guest is Scott Krone, the owner and founder of Coda Management Group. Coda is an international award-winning design and build fi…
 
Oct 21 – This month is cybersecurity awareness month and there's a lot going on that the public isn't aware of. FS Insider speaks with Department of Defense contractor Jack Blount, President and CEO... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
Happy Ripoff Day Mr Ponzi! Today we celebrate 100 years of Ponzi schemes. From the first one in 1920, to the one Scott fell for when he was 16, to the one a couple got busted last month for $100M. LISTENER QUESTIONS: What considerations should I make to decide if I should rollover my old 401(k) (Jason in Nashville) Should I rent/lease/buy an RV sin…
 
Scientists are racing to develop a safe, effective, vaccine for COVID-19 – but will people be willing to take it when it's available? We already have a flu vaccine, but less than half of Americans get it each year. Gretchen Chapman, PhD, a cognitive psychologist who studies health behavior, discusses why people choose to get vaccinated–or not–and h…
 
On this Australian Investors Podcast episode, financial adviser Drew Meredith, CFP and investment analyst Owen Raszkiewicz, from Rask Australia, walk through how to build investment portfolios, ways to analyse fund managers and the Australian financial advice industry. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | Watch the video version…
 
Oct 20 – FS Insider speaks with Nick Reece from Merk Research to discuss his recently released market and business cycle reports looking at a wide range of leading and technical market indicators.... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
John Smallwood on “The Financial Quarterback” Welcome to the Wealth under Pressure Podcast, in which John Smallwood, a certified financial planner, identifies key areas of pressure on your wealth and strategizes with you to reduce it. This episode was drawn from John’s appearance on The Financial Quarterback with Josh Jalinski. John and Josh’s conv…
 
As industries adjust to meet consumer needs, our economic recovery begins to look more like a checkmark than a "V". Learn about the latest economic updates in the jobs market, retail, and travel industry with President Chad P. Wilson of McKenzie Banking Company / Foundation Bank in this week's episode of "Money Matters" recorded October 19, 2020.…
 
On round 3 of the YMYW Retirement Plan Spitball Analysis, Joe and Big Al focus on your tax diversification and asset allocation questions: should more money be going into Christy’s pre-tax Roth accounts? Has Roger set up a good portfolio for his elderly relative? Plus, the Rule of 100 or 120 for investing in stocks and bonds, as touted by Jack Bogl…
 
Lifestyle and shopping expert Amy E Goodman joins us to share her takeaways from Amazon prime as well as tips for getting what you want at the best price- and how things are different this year when it comes to holiday shopping. Plus a big chocolate giveaway!By Joe Saul-Sehy, Bobbi Rebell / Westwood One Podcast Network
 
When we talk about life insurance, people usually think of a whole life policy—your policy is active until you pass away. This has its benefits, but many people would benefit more from a term life policy. Simply put, a term life policy is active for a designated set of years, which allows it to have lower premiums and the ability to convert into a …
 
In today's show I'm welcoming Steven Harris back to the show to discuss investing in commodities. When most people think of investing in commodities, they immediately think of gold and silver. Gold and silver have a place and can be useful, but they are not the only pathway to investing in commodities. In today's show Steven and I discuss how you c…
 
Why does the market go down when I thought it would go up? How do the new IRA contribution rules work? What's the 2020 Social Security COLA? What happened to Chadwick Boseman's estate? https://www.irs.gov/pub/irs-drop/n-20-68.pdf https://www.marketwatch.com/story/black-panther-star-chadwick-boseman-didnt-have-a-will-like-many-americans-2020-10-16?m…
 
Elections – 2 weeks away and all major US Indices are in the green for 2020. Inflation is starting to show through – some ideas on where to invest to help offset the impact. All eyes on the stimulus – not looking likely before the election Follow @andrewhorowitz Looking for style diversification? More information on […]…
 
Oct 16 – In today's edition of the Financial Sense Newshour, Ryan Puplava gives this week's market wrap-up before speaking with Decision Point's Erin Swenlin to get an update on her technical outlook... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
Having worked with thousands of clients through the years, we’ve gotten to know the financial personalities of different types of professionals. Find out what challenges specific careers face with financial planning and what types of strategies are typically best to meet those needs. Read more and get additional financial resources here: https://jo…
 
Music fans often cry and scream with delight at their favorite performers. But this week many fans of one K-POP sensation will by crying over the financial devastation of their money moron decisions. Will the children (and adults) ever learn? This would never happen to Metallica fans. Or would it? LISTENER QUESTIONS: You often refer to losing $40,0…
 
Oct 15 – FS Insider speaks with Woody Preucil, Senior Managing Director at 13D Global Strategy and Research, on the similarities between 9/11 and Covid-19 in accelerating the use of advanced... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis walk us through the SHP Retirement Road Map®. They will take us through the 5 steps: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. These are very important areas to focus on when getting ready to retire. They will also …
 
On today’s episode of How Money Works, Craig and Jennifer Moser break down the different personalities of spenders and how those traits could affect your retirement. YOLO spender Using the “You Only Live Once” philosophy, these spenders go overboard on lavish expenses and purchases. These tend to be people who didn’t have much money and then inheri…
 
Healthcare is a primary concern, especially for retirees. Transitioning from employer-provided coverage you've been on for decades is stressful. Now you have more complexity and choices than ever before. And, yes, costs may seem sky high after retiring and before Medicare. Listen in to hear Kevin and health insurance expert Zig Novak discuss health…
 
One couple in NYC brags today that they found a new home that actually had a door (vs. the studio apartments they've owned in the past). Is that a good "deal"? What's a value proposition when you're buying a home? We'll tackle that on today's show featuring So Money podcast's Farnoosh Torabi.By Joe Saul-Sehy, Bobbi Rebell / Westwood One Podcast Network
 
#158: It’s easy to feel as though taxes are stealing your wealth, and if you don’t know how to approach the tax code, you’re right. On the flip side, if you choose to embrace the tax code, you’ll discover the many ways to keep and expand your money. Today’s guests are Todd Mardis and Walt Dallas of Capital Preservation Services, whose collective mi…
 
Oct 14 – FS Insider speaks with Louis Gave at Gavekal Research about the guiding principle of our time when it comes to Covid, climate change, and, increasingly, the investment landscape. Gave... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
Discover the truth about leaving a 401(k) behind at an old company or if you should do something else with it. The financial adLIEsers want to put profit before people, and Scott calls them out. How can I find missing money my dad might have had (Marianna, Indianapolis, IN) What are some credit card travel hacks now that the airline industry is slo…
 
Money is all about enhancing your life and your relationships, so today we focus on the latter. Elizabeth Segran, Fast company senior writer and author of the Rocket Years, discusses which relationships are most vulnerable and how couples and families can avoid Covid-19 conflicts. We also share data on the increase in divorces since the quarantine …
 
Lindsay Partridge joins Owen Raszkiewicz on The Australian Investors Podcast to talk investing, capital allocation, leadership versus management, culture and more. Lindsay is one of Australia's longest-serving public company CEOs, an AO recipient, Ceramics Engineer and country boy at heart. SHOW NOTES: http://bit.ly/Australian-Investors-Podcast | W…
 
Oct 13 – FS Insider speaks with Andrew Zatlin at SouthBay Research on the fraud and mechanics behind one of the most important economic data points, jobless claims, which he says were artificially... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribeBy fswebmaster@financialsense.com (Financial Sense)
 
Encouraging updates this week as we learn more about PPP loan forgiveness options, business adaptations, and consumer borrowing. Join President Chad P. Wilson of McKenzie Banking Company / Foundation Bank as he discusses these changes and how they affect you in this week's episode of "Money Matters" recorded October 13, 2020.…
 
Should you wait until retirement to do a backdoor Roth IRA conversion? Plus, the pro-rata rule, self-employed modified adjusted gross income vs. AGI, and how capital gains work with Roth conversions. Also, strategizing for if and when the estate planning step up in basis tax laws change, whether a high yield savings account is good for investing $2…
 
Liz Segran, Fast Company Senior Writer and author of "The Rocket Years: How Your Twenties Launch the Rest of Your Life" shares her insights on the potential long term impact of a virtual education at graduation and beyond. Plus advice from Liz and from our instagram and live audience on how to manage Covid-19 educational setbacks.…
 
Should I start a new policy or pay back my policy loans? It reads like a black or white decision, but it’s more complicated than that. Before you answer that question, answer these: Do you see your policies as assets or expenses? Are you expecting more money soon or not for a while? Is your policy new or old? Are you 30 years old or 5 years from re…
 
Market Summary for October 5-9, 2020 Earnings and the S&P 500 Earnings Season Explained What's the P/E Ratio? Repaying the PPP Funding Your 401(k) https://www.marketwatch.com/story/us-corporate-earnings-reports-will-shine-a-light-on-the-uneven-playing-field-in-the-year-of-the-pandemic-2020-10-09?mod=home-page "Ask Peggy About Your Finances" helps p…
 
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