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Thoughts and interviews from the financial advice industry!
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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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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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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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 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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Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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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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Passionate about working with students and making a difference in their lives? Join Matt Markin and his advising guests as they bring together the global academic advising community to share knowledge, best practices, and their own advising stories.
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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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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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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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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Insight and analysis on investment markets and issues affecting your whole financial world.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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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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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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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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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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NACADA: The Global Community for Academic AdvisingThe NACADA Presents podcast features series focusing on academic advising and student success on a monthly basis. New episodes will be available at noon central the second Monday of each month.
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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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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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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A podcast made to help financial advisors make the most of their client’s charitable giving.
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The NZ Everyday Investor! A podcast designed for the the everyday person, who's keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
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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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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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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests 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. For more informatio ...
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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. They support successful Australian families to create a prosperous future for themselves and those they care for. Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your ...
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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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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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The Get Rich Slow Club podcast will empower you to go from beginner to confident investor. Follow along with Tash Etschmann from @TashInvests and Ana Kresina from Pearler as they take you step by step to build your wealth. This isn't a get rich quick scheme, instead it's all about being consistent, and focusing on long-term growth. So let's all Get Rich Slow together. Hosted on Acast. See acast.com/privacy for more information.
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Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
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Publisher Philip Macalister introduces Good Returns TV and his first guests on the show, Andrew Bascand from Harbour Asset Management. Bascand says investors should halve their return expectations in an increasingly volatile market; financial adviser Murray Weatherston believes the review of the Financial Advisers Act has been resoundingly a win for the “big end of town”; and Julian McCormack, an investment specialist for Platinum Asset Management in Sydney, tells Philip why a recovery in Eu ...
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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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"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.
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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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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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Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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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-offi ...
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Maven Money Personal Finance Podcast
Andy Hart: Personal Finance Expert, Financial Planner, Financial Adviser, F
Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
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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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MoneyBriefings.com explores ideas on the financial markets, the economy, and other issues that matter to investors.
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This podcast hopes to dispel some of the myths around financial advisers and show the value of the role through the real life stories and experiences of a 25 year financial adviser.
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Google Ads Campaigns (Part 2) - Demand Gen, Call & Search
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Part two of a two-part episode, Alex Curtis is back to focus on the last three different types of Google Ads campaigns. He shares what Google says about them, how they work and his experience using them. Part 2 breakdown: 1. Demand Gen Campaigns 2. Call Campaigns 3. Search Campaigns Brought to you from the team at The Lead Engine who specialise in …
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Financial Adviser: The Inside Story, Ep 435 / Tony Walker
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A cynical take on the financial services industry is understandable. There's nothing like an obvious financial benefit in the form of a commission or fee based on volume to put into question their motivation. Read more Book in a free 15-min phone call with Darcy Ungaro (financial adviser)- click on this link. ______________________ Online courses: …
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The Power of Online Reviews-How Joseph Stone Capital Advises Businesses to Leverage Customer Feedback for Growth
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Joseph Stone Capital, LLC, is a fully disclosed broker-dealer and member of FINRA and SIPC. FINRA Rule 3510 requires each member firm to create and maintain a business continuity plan. Per the rule, the Firm has developed a plan to ensure the continuity of operations during business emergencies and disruptions.…
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How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
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Adam Nash, the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your clients and their families to make the kind of meaningful impact they want on the world. Daffy, which is short for "Donor Advised Funds For You" is an innovative solution designed to make it easier for finan…
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Prescription for Financial health in Retirement
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Coming up today on Retire Smart Maryland Radio, we're going to write you a prescription for financial health and talk about seven financial diseases that retirees should avoid. Stay with us if you want to stay healthy, wealthy, and happy through your retirement. If you have any questions call Elite Income Advisors 800-653-8404 or click here to visi…
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The Moving Parts of Retirement Planning that you Need to Know
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Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but generally it isn't enough to retire successfully. Retirement has lots of moving parts and we're going to break them all down next on Plan Today on Tomorrow. If you have any questions concerning your retirement call Guardian Investment…
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Beware of AI Voice Cloning Scams: Protect Yourself
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As AI technology advances, scammers are increasingly using voice cloning to impersonate trusted individuals, leading to a rise in fraudulent activities. Victims are often tricked into sending money or sharing sensitive information. Learn how these scams operate, the warning signs to watch for, and essential tips to safeguard yourself against becomi…
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On Episode 163, Fred discusses the complexities of retirement planning, emphasizing that it's not just about accumulating wealth but understanding personal goals and needs. He highlights the importance of working with a fiduciary, the role of AI in financial planning, and the necessity of creating a comprehensive retirement income plan. The convers…
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Joe Murphy and Steve Sedahl explore the spooky financial fears that can haunt retirement planning.
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In this Halloween special episode Joe Murphy and Steve Sedahl explore the spooky financial fears that can haunt retirement planning. They discuss various financial 'ghouls' such as zombie stocks, hidden fees, and the demons of poor financial decisions. The conversation also covers the risks of inflation, healthcare costs, long-term care, and the se…
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Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of advanced planning.
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Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of advanced planning, the role of AI in financial education, the impact of interest rates on financial products, tax-efficient strategies for retirement, and navigating market volatility. He highlights the significance of diversification, the benefits of ann…
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Will tech stock dividends change income investing strategies?
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A number of mega tech stocks earlier this year announced their first ever dividend payouts, joining a growing number of smaller tech stocks. What will this mean for income investing strategies? In this latest Talking Point podcast, FT Adviser deputy features editor Ima Jackson-Obot is joined by Joris Fransen, head of the dividend and value team at …
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Creating an income portfolio for today's client
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The latest edition of the FT Adviser podcast looks at the challenges and opportunities associated with creating an income portfolio for clients in today's market conditions. Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Jackson, investment specialist in the multi-asset team at JP Morgan Asset Management, Guy…
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Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career
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Send us a text In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial p…
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What’s Making Headlines – the mutual merger that wasn’t meant to be
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and The Adviser’s commercial content writer Ben Squires as they discuss the big themes in the news. This week, they cover: What stopped the P&N and Beyond Bank merger? Inside the Finsure payr…
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Federal Reserve Cuts Interest Rates: What It Means for You
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In a historic move, the Federal Reserve has cut interest rates for the first time in four years, reducing the benchmark rate by 50 basis points to a range of 4.75% to 5%. This decision aims to ease borrowing costs amid signs of easing inflation and a softening labor market. >> In particular, Justin answers the question: When will the average consum…
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Episode 3: Linda Polwrek of Polwrek Financial
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Host: John Thompson Guest: Linda Polwrek, CFP®, CDFA®, RICP®, MBA Episode Summary: In this episode of Nurturing Success, John Thompson sits down with Linda Polwrek, a seasoned financial planner with multiple designations, including CFP®, CDFA®, and RICP®. Linda shares her journey into financial planning, how she built a successful practice while em…
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Strategies For Growing a Financial Advisory Business Without Adding New Clients
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Jon Randall of XFA.Coach joins Mike Langford for an innovative exploration of strategies for growing financial advisory businesses. The conversation delves into the unique approach of XFA, the common constraints faced by advisors, and the importance of client optimization and segmentation. PodBox - Help your guest sound their best on your podcast, …
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Detoxing our finances, getting a better deal & 6 year's of dinner ideas [Money & Chill]
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Money & Chill is back again for September, and Kate Campbell, Owen Rask & producer Monique discuss how they've been detoxing their finances and getting better deals. Plus, we discuss some great money resources, how Rask Invest is going behind the scenes and why Owen subscribed to so many streaming services. Series resources Ask a question: https://…
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Episode 20 | What remains the same in an ever-changing world?
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In this episode, Aden and David discuss key concepts from Morgan Housel's book "Same as Ever" that remain constant even in an ever-changing world. They explore the idea that risk is often unforeseen, and the power of small, consistent habits compounding over time. The hosts also examine how expectations impact happiness more than reality itself. Da…
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Data Centers: The Billion-Dollar Real Estate Investment Boom
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With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment. (The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, h…
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93. Ask an adviser: are REITs worth investing in?
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A phrase you’ll often hear on this podcast is: “When in doubt, speak to a financial adviser”. The key reason we suggest this is because financial advisers can offer personalised advice, which is obviously something that no podcast can do. Beyond that, though, financial advisers are licensed to comment on financial matters. And, when you find a good…
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How to Build Trust More Quickly - Michael Clarke [Co-founder & Author]
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In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …
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How do clients make the right financial decisions?
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This FT Adviser better business podcast looks at the role behavioural economics plays in financial decision making. Behavioural economist Mark Pittaccio and financial adviser Ollie Saiman share their ideas around behavioural biases and how to challenge them. The podcast qualifies for 30 mins CPD Hosted on Acast. See acast.com/privacy for more infor…
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082: Demi-Leigh Tebow - Beyond Miss Universe: Overcoming Adversity and Finding True Identity
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Today, I’m joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like the loss of her sister and surviving a violent carjacking. Demi is no stranger to the spotlight. She was crowned Miss Universe in 2017, married famous NFL quarterback Tim Tebow in 2020, and recently re…
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AI in financial advice: Cutting through the hype and evaluating opportunities
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In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial advisers can highlight prime investment opportunities in the market. Baker identifies the industries set to benefit from AI for advisers looking to integrate …
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Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA
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By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals. (This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.) Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmac…
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[GRTV] Perpetual Guardians growth plans by Good Returns TVBy Good Returns TV
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Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions!
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On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized co…
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SPECIAL: Later Life Lending: How Advisers Can Enhance Their Skills
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In this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by Mike Jones, adviser at Mewstone Later Life. During the conversation, Mike discusses the latest product innovations in the later life lending space, and how advisers can use them to better support clients and provide them with a more bespok…
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Why this broker is helping clients pay off their mortgage
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It might seem counterintuitive for brokers to help Australians get rid of their mortgage debts, but for Crown Money, it’s the be-all and end-all of their business. In this episode of Elite Broker, host Annie Kane catches up with South Australian-based broker Craig Parry to find out how and why they’re helping borrowers pay down their mortgage faste…
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Tesla's Returns on Capital: Are They on the Rise?
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In a positive sign for investors, Tesla's return on capital employed (ROCE) has shown significant improvement, climbing to 8.4% over the past five years. (This increase indicates that the company is generating more profit from its investments. As Tesla continues to expand its capital base, understanding these trends could provide valuable insights …
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92. How to use Atomic Habits to make you rich
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The international bestselling book “Atomic Habits” has inspired people around the world. Regardless of their goals or lifestyles, readers have used the book’s principles to set more positive habits for themselves. And while many of the concepts are applicable to any walk of life, they’re especially useful for personal finance. In this episode, Tash…
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10 years of SHARE investing: here’s what we've learned
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Interested in buying shares? This episode is for you. Kate and Owen share their mistakes and lessons from 10 years of share investing, along with insights into becoming better investors. Owen's free Value Investor Program (2020 version) Rask Investing Philosophy Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.…
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Graduate Level Advising and the Community of Care for Advisors - Adventures in Advising
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In Ep. 105, Matt Markin chats with Olivia Miller, exploratory studies advisor at Kansas State University. Olivia discusses advising graduate vs undergraduate students, differences in resources and role responsibilities at the graduate level, as well as the outlook on advisor retention and building a community of care for advisors. Subscribe to the …
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....By The North Star
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Episode 483: The Financial Physician September 15, 2024
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How To Minimize Taxes On Your Children's Inheritance Ways To Manage Financial Stress The 50-30-20 Budget Rule My Take On The Trump-Harris Debate Are Haitian Immigrants Eating The Pets In Springfield Ohio? And Much More!!!
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In this episode of Retire Smart Maryland Radio, host Prashant Sabapathi discusses valuable financial lessons drawn from historical monarchs, emphasizing the importance of long-term planning, proactive management, and learning from past mistakes. The conversation covers various themes including the dangers of short-term gains, procrastination, emoti…
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Experts Advise Moving Cash as Money Market Accounts Surge
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As money market accounts reach a staggering $6.3 trillion, financial experts are warning against holding excessive cash. With the Federal Reserve expected to lower interest rates soon, now may be the time to explore better investment opportunities. Also in this podcast: VOO - Vanguard S&P 500 ETF (ETF); FSS - Federal Signal Corp. (NYS); BRK.B - Ber…
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