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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
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.
 
30-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, reunite on a weekly call-in program talking about real money issues. Each week they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. It's a show designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
 
Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad - especially when everyone seems to want a piece of your money. www.TheRealMoneyPros.com
 
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!
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
Confident Money is the place where I help people just like you increase their understanding of money, finances, accounting, and gain the clarity you need to make bold money moves with confidence. DISCLAIMER: I am not a financial advisor and this is not financial advice. My podcast is for educational purposes and is my personal opinion only. To make the best financial decision for your situation, please do your own research and if needed, seek the advice of a fee-based, fiduciary.
 
The hosts of Common Sense Investing have been helping their clients and listeners make sense of the markets for nearly three decades. Using a conservative, diversified, value oriented approach to investing they strive to make you a better-educated, well-informed investor. With a straight forward, common sense approach, they’ll share their insights on today’s markets, economy and financial planning topics with the belief that is just as important to protect your assets, as it is to grow them. ...
 
“The Moneywise Guys” podcast is all things funny, finance + economics. Utilizing national hot topics of the day as talking points, this show is dedicated to breaking down dense financial concepts with humor and experience while providing practical financial advice for everyday people and all pocketbook sizes. With years of collective experience and unique insights as fiduciary financial advisors, this show and its rotating cast of hosts offers a fresh + humorous hour for any listener that is ...
 
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to b ...
 
Your RADIANT Life & Money Show is here to expand your mind, to think about financial planning in a different way, or it might be an introduction to financial planning. It's taking a Spiritual route to creating and living your financial plan. * * * Randa Hoffman is a Spiritual Financial Planner and Money Manager. She is independent and fee-only, meaning she's never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice (fiduciary).
 
Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
 
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Go Out And Live!

1
Go Out And Live!

Michael Policar - Fiduciary

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A NEW BRAND: "Go Out And Live! with Michael Policar" explores the fact that Personal Finance and Financial Planning aren't really about money. Being smart with your financial choices is advisable, but your actual GOALS aren't really about money. They're about the things money can buy. So with a new year, and a new business (www.ngpfinancial.com), please enjoy Go Out And Live!
 
Profit Boss® Radio is a weekly wealth building and retirement mastermind for women and couples. Want the secrets to wealth and retirement to be yours? This is the place. Hosted by Hilary Hendershott, CFP®, MBA, a fiduciary financial advisor running a leading advisory firm, she inspires and empowers listeners on their financial and professional journeys by sharing real stories from real life and real people who are reaching financial success. Let Hilary be your guide as you defy the odds, tak ...
 
The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
 
Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: Smart Money hosted by Casey Marx. Smart Money covers new and meaningful financial planning topics every week. The focus is on preparing for retirement, nearing retirement, and already retired strategies. Stocks, mutual funds, etfs, annuities, life insurance, estate/legacy planning, and long-term care planning are among the many investment options discussed. Demonstrating a ...
 
For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. This content is for information and education only, and should n ...
 
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
 
RiXtrema is a fiduciary database and analytics engine for advisors that work with both retirement plans and individual investors. Products such as 401kFiduciaryOptimizer and Larkspur Executive provide extensive analytics on qualified plans in the United States. Larkspur Executive has embedded marketing tools that can reach out to hundreds of potential plan sponsors. RegBIOptimizer supports fiduciary processes and creates documentation to comply with the Security Exchange Commission Regulatio ...
 
Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
 
This is the podcast that takes one or more topics and ties them together with logical and organized thought. Connecting Dots explains the history, current events, and forecasts in a way that will make most nod their heads with the realizations often not seen or thought of previously. New episodes are available each week.
 
The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposium ...
 
The Avocado Toast Podcast was created to build a community of like-minded young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence. We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.
 
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FROM OUR AUDIO ARCHIVES Please do not call the phone number in podcast. Use 855-935-8255 instead. Also, the ads and other information may not be accurate at the time you listen. This is a MUST LISTEN episode. Learn how insurance sales people pretend to be acting in your best interests! Any "adviser" selling indexed annuities is NOT ALWAYS a fiducia…
 
In a recent Bloomberg article, Professor Wade Pfau, Co-Director of the New York Life Center for Retirement Income (hmmmm, what might his bias be?), suggested that your retirement plan needs a do over. Does it? Plus, we take your questions: How to add more excitement to a globally diversified portfolio? Does a covered call writing ETF make sense for…
 
On this week's episode of On the Money with Secure Money, Neil Mager discusses how to prepare a plan to address future taxes and safeguard your retirement in today's volatile market. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment AdviserBy Brian Quaranta
 
Rob's found yet more completely stupid military hardware for us to talk about; this time we're being modular on the high seas! Also there's more gas market shenanigans, Labour is internationally recognised for being terfs, and the continued success of carbon capture and storage. Join the Patreon today! Watch Twitch some days! Follow Twitter erry da…
 
Andrew Freedman stops by The Business Brew for a discussion about the ever changing media landscape. In this discussion, Andrew articulates how he views valuation, what makes stocks good “long” and “short” candidates, and how his process has evolved over time. There’s a lot of company specific discussion here. We hope it is beneficial, educational,…
 
I joined CBS Mornings on the first day of tax season to discuss what Americans need to know when filing their taxes this year, including specifics about the Child Tax Credit, stimulus payments, unemployment benefits and free resources for tax prep. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or rev…
 
Should I roll the dice and wait for my student loans to be wiped off the books, or just pay off the debt in one fell swoop and start investing my money? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
 
The Moneywise Guys Wednesday, January 26th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-463-8264 text in anytime: 661-396-1000 email: info@moneywiseguys.com website: www.MoneywiseGuys.com Guest: Steve Murray, Owner of Murray Family Farms website: www.murrayfamilyfarms.org…
 
Imagine you're on a trip. You have a suitcase that you checked with the airline, a carry-on that you put above you, and a personal bag that you keep underneath the seat in front of you. You separated your items based on when you'll need them during the flight. The same should go with your investment buckets! Nic Daniels BFA™, Financial Advisor www.…
 
If you've already got a solid emergency fund built up, what should you be doing with extra cash you might have? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure y…
 
As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-…
 
Making the transition from military life to civilian can be tough, but having a couple awesome pensions certainly makes things a bit easier. Have a money question? Email us, ask jill [at] jill on money dot com. Register HERE for Your Money in 2022: What's News, What's Noise, and What You Need To Do Please leave us a rating or review in Apple Podcas…
 
Since professionals have been wrong about stocks, maybe they can find the the hot stocks on Reddit? Plus, those hot SPACs have turned cold. Later, Tom rants about the way companies handle employyed retirement planning. We hear from listeners on: How to react to faling market when you've just started investing? Is there anything that can be done to …
 
The Moneywise Guys Monday, January 24th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-463-8264 text in anytime: 661-396-1000 email: info@moneywiseguys.com website: www.MoneywiseGuys.com Guest: John-Paul Lake, Community and Business Leader https://b3kprosperity.org/ www.kernventuregroup.com/…
 
Welcome to episode 201 of Profit Boss® Radio! I have another timeless episode to share with you, and we're talking about turning your passion into a money-making enterprise. For so many entrepreneurs, success doesn't occur in a straight line. It takes a combination of ingenuity and dedication, along with a willingness to learn, to reach your full p…
 
On this podcast Joel discusses if the markets have finally coming back to a level of normality. Plus, how normal is this level of volatility in the markets? Also, are your target date funds working against you? Finally, are your target date fund built to benefit you or your employer? These topics and more on this week's radio show/podcast at https:…
 
This episode was inspired by a tweet that I responded to last week, and an investment concept that I've talked about in the past. I think it can be very helpful to view your investments as "units" rather than dollars. The dollar value will change with the whim of the markets. The number of shares you have will not. Questions? Email me: mike@ngpfp.c…
 
Should my wife choose a pension or a 401(k) for her new workplace retirement plan? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
 
The law of unintended consequences is clearly illustrated by a change that Vanguard made in an institutional fund that caused a cascade of capital gains distributions. Our listeners want to know: What are some good small-cap value ETFs? What do we think of the New Mexico 529? Should this institutional fund be swapped for "investor" shares? What doe…
 
What is insider trading and why is it illegal? Alex and Brian discuss the nuances of the law and explore the gray areas of what situations can facilitate insider information. In the second hour, Jeremiah Bates (our millennial advisor in the office) helps explain what cryptocurrency is, how it works, and if it'll ever actually be considered a curren…
 
Does it make sense to change up your investment strategy based on the timing of elections? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to …
 
Troy Lavinia, founder of Stream by Mosaic, stops by The Business Brew to discuss creating Stream, building teams, and strategic thinking. Troy is a really interesting thinker, approaches life with an abundance mentality, and is always looking to find the right partners to grow a business. Interesting tidbits about Troy include his time at Elliott M…
 
Can we retire? The answer is yes, but it doesn't mean you haven't been getting some lousy advice along the way. Have a money question? Email us, ask jill [at] jill on money dot com. Register HERE for Your Money in 2022: What's News, What's Noise, and What You Need To Do Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme mus…
 
Is there an easy way to rebalance inside of retirement accounts when we're using target date funds? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.co…
 
Episode Thoughts: Stocks have begun to signal widespread investor capitulation as key indices fall below support levels, potentially triggering forced sales. Long-term market and inflation trends indicate lower asset prices as inflationary forces skew the GDP compensation share back toward labor and away from asset owners. Record margin debt and cr…
 
Sometimes annuities make sense, sometimes they don't. Here's the latest scenario. Have a money question? Email us, ask jill [at] jill on money dot com. Register HERE for Your Money in 2022: What's News, What's Noise, and What You Need To Do Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joe…
 
What goes up, goes down, and has come back up again. Don talks about the week's market a takes a bunch of listener questions: What do we think of the portfolio help a listener has for a friend? Another caller wanys advice on shifting Vanguard investments. Is there really a tax advantage to ETFs? A woman with a Vanguard advisor wonders if she needs …
 
It's operation Save Big Dog so the tories have decided to take another hammer to the threadbare institutions that barely hold this country together. Also we dress in our Victorian mourning weeds and sit on the stairs, reading the Times. Featuring a plethora of coordinated news releases: Only Success Will Unite Labour, and David is Leading the Party…
 
I've mentioned a guided visualization before and shared it in Episode 3. If you've done it, you're probably wondering what's next. It's great to have this deep insight given to you by your Elder Self, the you that is 97 /98+ years old. The You that has lived a life following his/her heart's calling and soul's mission. So what do you do with that in…
 
If you're thinking about going back to school to get a new or advanced degree, is it worth the cost? We'll walk you through those questions and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on …
 
Think back to the beginning of 2021. Do you remember what was happening? Do you remember how you were feeling? The odds are that you wouldn’t remember because of recency bias. Recency bias means that you’re more likely to remember things that happened in the immediate past. You might have made some predictions at the beginning of 2021, right? But n…
 
This week's retirement reading is from Kitces titled, Behavioral Biases And The Hierarchy Of Retirement Needs. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/265. Show Notes: RetireWithPurpose.com/265 Rate & Review the Podcast: RetireWithPurpose.com/…
 
With not much saved in retirement at the age of 51, is there any chance of me retiring in 5-7 years? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.c…
 
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