Fresh, relevant, and fun, Faith & Finance Live is a daily radio program to help listeners manage their finances in a way that pleases God. Join Rob West for listener interaction, expert guests, and sound advice.
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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This is the show for Australians across the globe covering all things personal finance. From tax to investment planning, budgeting to property investment back home in Australia, we’ve got you covered.
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Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia's leading brokers to uncover their career progression, how they're operating a busy broker business, and their top tips for b ...
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The Advised podcast is hosted by Financial Planner and entrepreneur Rick Luchini. On this podcast you’ll find interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Welcome to the Challenge the Standard podcast - a podcast for financial advisers, by financial advisers. Your hosts, Nathan Fradley and Jordan Vaka, will examine the biases, fixed thinking and status quo in advice. In every episode, we'll dive deep into the world of financial advice, questioning the norms, sparking new ideas and exploring how we could do things better. Our goal is to elevate our professional practices and 'uphold and promote the standards of our profession. So, whether you'r ...
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Let's Talk Money is your guide to financial stability and freedom. Join Monika Halan, a trusted financial expert, as she delves into a wide array of topics each week. From tackling debt to making friends with the stock market, from gold to mutual funds, Monika's insights are your compass to financial wellness. But that's not all! Monika's here to answer your money questions. Send them in, and she'll help you make informed decisions. It's time to take control of your financial destiny with Mo ...
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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The Financial Coconut is Singapore’s First Finance Podcast Network. We are focused on covering insights, stories and frameworks around Retirement, Financial Wellness and Income anywhere. If you love what we do, join our email list to stay connected. Feel free to join our community Telegram group! https://t.me/thefinancialcoconutpodcast Whatsapp channel: https://rebrand.ly/whatsapp-join-TFC More of what we do: https://linkin.bio/thefinancialcoconut Hosted on Acast. See acast.com/privacy for m ...
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Whether you're buying your first home, tackling debt, or building long-term wealth, we’ll show you how to make smarter money moves. With over 20 years of combined experience as qualified financial advisers, James Blair and Michael Vincent share straight-talking advice, practical strategies, and real conversations about money - all to help you take control of your financial future with confidence. Check out our website below: lighthousefinancial.co.nz
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Let's talk about finances, bust through the taboos and take charge. We can create our own fabulous financial futures. We are UK based authorised and regulated Independent Financial Advisers dedicated to empowering women around their money. Women's Wealth Ltd is an appointed representative of Professional Financial Planning Group Ltd which is authorised and regulated by The Financial Conduct Authority, no. 950921.
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Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to the Financial Harmony Podcast with your money-maestro, Mark Lloyd. For over 25 years, Mark has helped thousands of families successfully retire in the Atlanta area. This podcast brings you the best moments from the Financial Symphony radio show to help you conduct your own dream retirement! The Financial Symphony radio show airs on 95.5 WSB, Sundays at 2pm. Past full radio shows can be heard at The Lloyd Advisory Group website. Need Financial Advice? We Can Help. | Lloyd Advisory ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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Every weekday our global network of correspondents makes sense of the stories beneath the headlines. We bring you surprising trends and tales from around the world, current affairs, business and finance — as well as science and technology. Hosted on Acast. See acast.com/privacy for more information.
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs
Join Steven Briggs for prudent financial advice on personal finance, investing, 401(k)s, retirement planning, and navigating today's complex economic landscape. Money is Personal helps you build and protect your wealth.
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Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.
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Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it's about finding new strength, purpose, and balance for yourself and your family. ...
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Financial Advisers Northern Ireland
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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It's time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person's life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person's life. So, don't retire; become Repurposed. Ben Taatjes, Financial Advisor Stewar ...
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. Todd Dexheimer, with Endurus Capital focuses on multi-family and senior housing syndication, specializing in purchasing value add apartment buildings in emerging markets. His companies currently own 4,000 units with $400mm assets under management. Todd talks openly ...
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Azaria Bell talks with you about your money! Hosted on Acast. See acast.com/privacy for more information.
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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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344 we don’t need a financial adviser! (a real retirement case study)
49:21
49:21
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49:21Glen and Martin break down a real retirement case study that started with a familiar line: “we don’t need an adviser, our affairs are simple!”. Upon changing their minds, the couple discovered thousands in tax savings, better investment structures and a bigger age pension. 👉 why some people think they don’t need financial advice 👉🏼 Charlie & Diane’…
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Smart Gifting: Charitable Donations and Donor-Advised Funds (DAFs)
28:01
28:01
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28:01By 1310 WIBA (WIBA-AM)
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Smart Spending in Retirement: Overcoming Emotional Barriers
47:37
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47:37In this episode of Retire Smart Maryland Radio, Jon DeFeo discusses the importance of smart spending in retirement, addressing emotional blocks that high net worth individuals face when transitioning from saving to spending. He emphasizes the need for a solid financial plan that includes guardrails for spending, modernizing retirement strategies, a…
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“The Renewal Shockwave-Record Renewal Increases,” “2026 Medicare Open Enrollment – Update,” and “What is On Your Mind? Answering More of your Questions”
49:00
49:00
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49:00Join Jim Shoemaker, Colin Green, and Scott Jordan as they bring us an update on The Renewal Shockwave: Record Renewal Increases and How to Beat Them. Claire Greene is here to share the most recent Update on 2026 Medicare Open Enrollment. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offe…
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It’s a familiar question: Can money buy happiness? We’ve all thought, “If I just had a little more, life would be better.” But is that true? On the next Faith & Finance Live, Rob West explores the role money plays in our happiness—and why it so often falls short. Then, it’s on to your calls. That’s Faith and Finance Live—biblical wisdom for your fi…
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Overcoming the Fear of Financial Insecurity
47:18
47:18
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47:18In Episode 222 of Money Matters USA, Fred Saide discusses the complexities of retirement planning, emphasizing the importance of having a structured plan to alleviate fears of financial insecurity. He explores the shift from pensions to personal responsibility, the role of Social Security, and the necessity of considering longevity in retirement st…
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Reacting to Trump on Retirement - A Social Media Deep Dive
25:01
25:01
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25:01In this fun and experimental episode, Ben Taatjes does something different - a reaction video! After viewing President Trump discussing someone he knew whose retirement didn't go well, Ben shares his professional perspective on the commentary. Then Jerrid Sebesta reads through social media comments from the video - some pro-retirement, some against…
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30 Years of Financial Advisor Coaching Wisdom 2025 (Part 2)
26:35
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26:35Ever wonder why some financial advisors keep growing while others hit a wall?In this second part of a three-part series, I share what I’ve learned from over 31 years of coaching advisors about how real growth begins with changing who you are, not just what you do. I talked about building strong daily habits, focusing on relationships, thinking stra…
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“Retirement Myths, Mistakes, and Money Moves: Joe Murphy Answers Your Questions”
52:06
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52:06Joe Murphy discusses the critical aspects of retirement planning, emphasizing the importance of having a tailored plan that considers longevity, healthcare costs, and social security. He highlights common misconceptions about social security and Medicare, the impact of inflation on retirement spending, and the significance of required minimum distr…
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Kevin Brucher discusses the evolution of retirement strategies, emphasizing the need to adapt to modern investment opportunities.
34:20
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34:20Kevin Brucher discusses the evolution of retirement strategies, emphasizing the need to adapt to modern investment opportunities. He critiques outdated advice, particularly the traditional 60-40 stock split, and highlights the importance of private investments and gold as a hedge against inflation and currency devaluation. Brooker also warns about …
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By 1310 WIBA (WIBA-AM)
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Will the government meet its housebuilding targets?
31:18
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31:18One of the most eye-catching policy proposals made by the Labour party in the run-up to the election was their pledge to build 1.5mn houses by the end of the current parliament to address the housing shortage in the country. In this episode of the FT Adviser podcast Aldermore managing director of property, Ross Dalzell, and Landmark Information Gro…
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51
Heir Jordan: the rising star of France’s populist right
25:59
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25:59Jordan Bardella, the leader of the National Rally party, has a stonking lead in voting-intention polls. His plans, our correspondent says, would put France on a collision course with the rest of Europe. We examine a new conservation-finance mechanism being trialled in the Democratic Republic of Congo. And reflecting on the life of Dick Cheney, a re…
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What Retirees Wish They'd Known 10 Years Ago (SB1758)
1:10:58
1:10:58
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1:10:58Want to know what keeps retirees up at night? It's not what they did—it's what they wish they'd done ten years earlier. Joe Saul-Sehy is joined by Jill Siriani (Frugal Friends), Jesse Cramer (The Best Interest), and Doc G (Earn & Invest), who all pull up chairs in the basement for a powerhouse roundtable on the five regrets that show up again and a…
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What's Making Headlines – the major banks' proprietary push
29:42
29:42
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29:42Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Will Paige as they review the news of the week. This week, they discuss: The fallout from the No…
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From the Trading Floor To Financial Planner with £70 Million AUM
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46:41In this episode of the Financial Planner Life podcast, Kanishk Swarup shares his incredible journey from high-stakes equity derivatives trading at JP Morgan and Credit Suisse to launching his own financial planning practice through the St. James’s Place Academy. We explore what it’s really like to work on a trading floor, the burnout behind big bon…
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How to Enjoy the Holidays Without Going into Debt
42:51
42:51
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42:51The best gift you can give yourself this season might not come wrapped in paper or tied with a bow. The holiday season can be exciting and joyful, but it can also be stressful, especially when money is tight. What if you could celebrate the season without the regret that debt brings? Hear more on the next Faith & Finance Live with Rob West. Then, i…
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Beware the Crypto mirage | How to invest wisely in a volatile world
30:02
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30:02In this episode of The Purposeful Investor, Aden is joined by Dr. Steve Garth and Investment Coordinator Nick Menegola to demystify cryptocurrency and its place in modern investment portfolios. The trio explores what cryptocurrency is, its origins, and why it captures so much attention—and caution—in the financial world. They discuss the risks, vol…
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Index vs Active - it's the investment debate we all love to keep having. Or, is it? Because what's presented as a flat, binary choice is really much more nuanced. And, to be frank, boring. More interesting to us - and what we explore in this week's episode - is the framework and process advisers build to help answer the many "what about"s that come…
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Real estate tax changes that advisers need to understand
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14:06Withum partner Brian Lovett, CPA, CGMA, J.D., is the guest on this week's episode of the Journal of Accountancy podcast. Lovett is scheduled to speak at the AICPA Construction & Real Estate Conference in December on industry-specific impacts of new tax provisions in H.R. 1, P.L. 119-21, commonly known as the One Big Beautiful Bill Act. He joined th…
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India’s Chief Economic Adviser wants banks to stop mis-selling
14:37
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14:37This week, Monika sits down with India’s Chief Economic Adviser, Dr V. Anantha Nageswaran, for a wide-ranging conversation on governance, regulation, and the challenges of doing business in India. He explains why India must “reduce the cost of being honest,” arguing that excessive compliance and inspection norms often force even well-intentioned bu…
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Paying Down Debt vs Investing in Property: Smart Mortgage Strategies | Inside a Financial Plan Ep 5
33:16
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33:16Paying down your mortgage or investing in more property - which gets you closer to financial freedom? In this episode, Mike breaks down Dion and Rachel’s financial plan, exploring how offset facilities, mortgage structures, and long-term property decisions can shape their wealth journey without unnecessary risk. This episode is proudly sponsored by…
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Just as soon as President Donald Trump started applying sweeping tariffs on trading partners, legal challenges to them started piling up. We listen in on the Supreme Court proceedings that might end them. America’s gender gap in labour-force participation is growing for the first time; we ask why. And the “dark patterns” that nudge—or trick, or bul…
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AdviceTech Podcast #152 - The Evolution of AI
55:53
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55:53Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110422-30340001 0.25 Client Care & Practice 0.75 Technical Competence In this episode, Pat speaks with Stefan D'Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI and voice technologies, their integration into business processes, the creation of centralised AI dashboards, and…
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Unpacking some of the lessons learned at the SMSF Adviser technical strategy days
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45:33In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Liam Shorte, managing director of SONAS Wealth, and Phil Broderick, principal at Sladen Legal, at the SMSF Technical Strategy Day in Sydney. Shorte joins the show to discuss the evolving world of contribution and why it's important to understand the cont…
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In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Future Of TRAP Culture Corner (take two) with Conor Cahalane: https://www.linkedin.com/in/conorcahalanepromethean/ Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’…
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Why do so many Christians want to give more—but feel like they can’t? Most of us want to be generous, but there are often barriers—spiritual, financial, or even emotional—that hold us back. On the next Faith & Finance Live, Rob West and Ron Blue unpack five key reasons why Christians don’t give more. They also explain how we can begin climbing towa…
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Careshield Life Just Changed. Here’s What You NEED To Know [Chills 241 ft Alex Lee]
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39:12What if the national insurance scheme you’re paying into isn’t enough to cover your long-term care? Is it time to rethink your strategy? Here’s what you can expect: - Exclusive Insight from Alex Lee, Chief Actuary, a key figure in the insurance and finance world, as he walks us through the updates and changes to the Cash Life scheme. - The differen…
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Live Webinar: Stop Overpaying Tax - What Most NZ Property Investors Miss | Episode 399
51:07
51:07
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51:07Five smart ways to keep more money in your pocket this tax season.In this live webinar, Matt Harris and Andrew Higgs uncover the most overlooked tax hacks for property investors - from claiming chattels depreciation and home office expenses to restructuring debt, maximising travel deductions, and ensuring your accounting structures work in your fav…
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From Policy to Plan: Rethinking Long-Term Care for Every Client — Mike Padawer [Founder]
25:15
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25:15In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, sits down with Mike Padawer, CLTC, founder and president of Inertia Advisor Services Group and Carefidence, to discuss why financial planners must shift their approach from simply paying for care to truly planning for care. Mike—author of What's the Deal with Long-Term Care an…
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In the first electoral test of Donald Trump’s second term, Democrat supporters voted in a socialist mayor of New York and governors to New York and Virginia. What does this mean for next year’s midterms? Democracy in Turkey is being eviscerated. And the world may be becoming less grumpy. Listen to what matters most, from global politics and busines…
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Sex, Marriage & Connection | How To Build Healthy Relationships Before And After Retirement
33:57
33:57
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33:57THIS ONE IS A MUST LISTEN FOR ALL AGES!! Healthy retirement is not just money and calendars. It is connection. In this conversation, Rick talks with Dr. Tina Schermer Sellers about sex, marriage, and why emotional and physical intimacy deserve attention long before you retire. They cover how couples lose connection over the years, practical ways to…
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Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25110500-57320001 0.25 Client Care & Practice 0.25 Technical Competence Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through various roles in financial advice, the challenges and learnings along the way, and his ongoing personal and…
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Financial Literacy for Kids + Are Annuities Actually Safe? SB1757
1:09:14
1:09:14
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1:09:14Here's a question: If everyone's buying annuities right now, does that mean you should too? Joe Saul-Sehy, OG, and Neighbor Doug tackle that exact question in this week's episode—but first, they're starting with the basics. Because before you can figure out complex financial products, you need to nail the fundamentals. And who better to teach them …
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Reimagining financial advice: Breaking down the Actuaries Institute's HGA framework
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48:50In the latest episode of The ifa Show, Andrew Gale and Stephen Huppert from the Actuaries Institute's Help, Guidance and Advice Working Group joins host Keith Ford to take a deep dive into the recently released framework to address the complexities of financial advice in Australia, focusing on creating clearer pathways for consumers to access finan…
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Episode 05: Autumn Budget 2025 - Rumoured changes & how to prepare
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33:05In this episode of The Finance Geeks, Paul Cleworth and Warren Shute fire up the speculation engine ahead of the Autumn Budget 2025. With the economic pressure mounting and a fiscal gap to fill, they explore the rumours and forecasts swirling around Rachel Reeves’ first major fiscal statement — and what financial planners should be doing right now …
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In Focus: How MSA helped ING become the sixth-largest bank in 90 days
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39:41For more than 30 years, MSA National has been transforming the loan documentation process – partnering with some of Australia's largest lenders to make settlements faster, smoother, and more seamless for brokers and their clients. In this episode of In Focus, we speak with MSA National founder and CEO Sam Makhoul and Sergio Delvescovo, national sal…
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Faith, Finance, and the Next Generation of Financial Professionals
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42:57On the next Faith & Finance Live, Rob West is on the campus of Liberty University, where students are discovering that managing money isn’t just about numbers—it’s about honoring God. Explore how Liberty is integrating biblical wisdom with professional training to equip future advisors to live out their faith through their financial practice. That'…
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Ex Hollywood Actors Built World's First Audio Tech System in Singapore. [TBS 37 ft Cinewav Part 1]
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45:52What do you get when two actors — one of them a former Green Power Ranger — decide they’re done waiting for scripts and start writing their own story… in tech? Sit down with Christian Lee and Jason Chan, co-founders of Cinewav, a world-first platform changing how audiences experience sound in films and live events. From life on film sets and strugg…
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Should NZ Have 30 Year Fixed Mortgages? | Episode 398
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17:34Would 30-year fixed mortgages work in New Zealand? In this episode, James and Michael unpack how long-term fixed loans in the US provide stability for borrowers, compare them to New Zealand’s shorter-term system, and explore the trade-offs between flexibility, certainty, and economic control. Next Steps: If you’re wondering whether your bank, rate,…
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Getting their ships together: America in the Caribbean
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22:47
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22:47As America sends its biggest naval hardware to the Caribbean, we ask whether the intent is more than mere sabre-rattling—and why the Trump administration has appetite for another foreign entanglement. Our correspondent sits down with Salman Rushdie to discuss his new book and the value of humour. And as AI-generated spreads, more of the lyrics get …
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In this solo episode, Todd shares key takeaways from a recent AI conference that opened his eyes to the rapid pace of change in artificial intelligence. From real-world business applications to personal productivity tools, Todd breaks down how AI is already transforming the way we work, think, and create.He discusses why understanding where AI is t…
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New Broker: how community connections helped this broker grow his business
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41:18Former consultant Chris Dodson made the switch to mortgage broking two years ago after being told, "If you're gonna fail, fail fast and go for it." He has since grown his brokerage from the bottom up, using community connections for advice and to generate leads. In this episode of the New Broker podcast, host Will Paige sits down with the Sydney-ba…
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This week, Phil talks about taking profits, the strength of the US dollar and the latest on the government shutdown.
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