))
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
…
continue reading
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.
…
continue reading
34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast 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 ...
…
continue reading
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
…
continue reading
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
…
continue reading
The Moneywise Guys podcast is all things funny, finance and business. Utilizing both regional and national hot topics of the day as talking points, this show is dedicated to breaking down and making fun of often dry, confusing financial concepts while offering simple, practical financial solutions for everyday people and all pocketbook sizes. Website: www.MoneywiseGuys.com
…
continue reading
Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
…
continue reading
Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
…
continue reading
This is NAIFA’s Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
…
continue reading
Journalist Ellen Roseman, and Canadian MoneySaver Editor in Chief Lana Sanichar interview leaders in personal finance and investing, as well as top bloggers, authors and entrepreneurs. The goal is to help you save money and increase your assets. Learn how to make smart choices at every stage of your life, safeguard your interests and protect yourself from poor advice. Sponsored by Canadian MoneySaver Magazine. Follow us on Twitter @lana_sanichar, @ellenroseman, @cdnmoneysaver The views and o ...
…
continue reading
A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
…
continue reading
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
…
continue reading
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.
…
continue reading
Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
…
continue reading
"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.
…
continue reading
Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
…
continue reading
Thoughts and interviews from the financial advice industry!
…
continue reading
This podcast is meant to inform and entertain listeners on the topics of finance, estate planning, taxes, and the beautiful area of Redding, CA and it's people
…
continue reading
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
…
continue reading
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
…
continue reading
A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
…
continue reading
Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
…
continue reading
Clips and more from some of the best financial radio programs heard around the country every week. Advisors share their insight and offer tips to help you get to retirement.
…
continue reading
The Barefoot Innovation podcast, hosted by the Alliance for Innovative Regulation (AIR) CEO Jo Ann Barefoot, explores better solutions for financial consumers at the intersection of technology innovation and regulation.
…
continue reading
Hear real, credentialed Financial Advisors discuss different aspects of personal finance in a no-nonsense, unfiltered, down-to-Earth style.
…
continue reading
NerdWallet’s objective finance journalists answer real-world questions empowering you to make smarter decisions with your money and help your finances thrive. The Nerds are your resource to make the most of your personal finances, while cutting through the clutter and misinformation of today’s economic news and advice. You’ll get clarity on strategies to help you build your wealth, invest wisely, shop for financial products, and plan for major life events. By the end of each episode, you’ll ...
…
continue reading
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.
…
continue reading
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
…
continue reading
Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
…
continue reading
A podcast made to help financial advisors make the most of their client’s charitable giving.
…
continue reading
Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
…
continue reading
Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strate ...
…
continue reading
A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
…
continue reading
"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 ...
…
continue reading
The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
…
continue reading
1
The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
…
continue reading
We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
…
continue reading
This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
…
continue reading
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of KC Financial Advisors and is a Chartered Financial Analyst (CFA). He has more than 35 years of experience in the investment business.
…
continue reading
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 ...
…
continue reading
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
…
continue reading
Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments an ...
…
continue reading
Podcast by SHJ Wealth Advisors
…
continue reading
The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
…
continue reading
Weekly market insights and commentary on some of today’s most pressing topics from Bedell Frazier Investment Counselling - a Bay Area Registered Investment Advisor specializing in investment management and financial planning.
…
continue reading
Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financ ...
…
continue reading
1
Simplifying Financial Health for Better Advice [179]
35:46
35:46
Play later
Play later
Lists
Like
Liked
35:46
In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building m…
…
continue reading
1
Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B
50:40
50:40
Play later
Play later
Lists
Like
Liked
50:40
With CEO Jason Andrews, & COO Ross Bauer, Founders of Merritt Point Wealth Advisors Overview The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted i…
…
continue reading
1
How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients
51:46
51:46
Play later
Play later
Lists
Like
Liked
51:46
Mykolas Rambus, Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks associated with it. They also talk about the creation of WealthX, a database of wealthy individuals, and how it led to the development of Hush, a tool that helps individuals protect their online priva…
…
continue reading
1
078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant
1:00:46
1:00:46
Play later
Play later
Lists
Like
Liked
1:00:46
Today, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality. At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world. In this episode,…
…
continue reading
1
Charting Success in the Financial Advisory World With Chris Roper
40:29
40:29
Play later
Play later
Lists
Like
Liked
40:29
Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for trav…
…
continue reading
1
Ep #3 | Tips and Tricks in Today's Mortgage Market
43:50
43:50
Play later
Play later
Lists
Like
Liked
43:50
Sabrina Schmitt, a lending expert from Prime Lending, discusses the current state of interest rates and the housing market. She explains that interest rates are influenced by bond markets and the decisions of the Federal Reserve. While rates have been increasing, there is anticipation of a rate cut in the near future. Sabrina also highlights the va…
…
continue reading
1
Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations) with Kelli Kiemle
1:26:31
1:26:31
Play later
Play later
Lists
Like
Liked
1:26:31
Kelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kelli uniquely spearheads initiatives at Halbert Hargrove to uphold the firm’s four core values and foster a strong corporate culture, a critical task as t…
…
continue reading
1
The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 2 with Michael Futterman
36:51
36:51
Play later
Play later
Lists
Like
Liked
36:51
On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show for Part 2 of 2 of our discussion on motivation and "Type 2 Fun"! Mike and Jon continue the discussion this week around discipline and motivation. On Part 2, we shift into the neuroscience behind motivation, emphasizing The post The Type Two …
…
continue reading
1
Want More Inbound Leads? Stop Doing These 5 Things…
25:58
25:58
Play later
Play later
Lists
Like
Liked
25:58
If you actually want to grow and scale your financial advising business, you must stop relying on outbound leads. Why? Well, outbound leads simply aren’t scalable. Once you take your foot off the gas, your flow of leads dry up like the Sahara Desert. On the other hand, an inbound marketing strategy works whether you have your foot on the gas or not…
…
continue reading
1
Fresh talk on retirement with seasoned advisors.
24:14
24:14
Play later
Play later
Lists
Like
Liked
24:14
A jam packed pizza including Coach Pete D’Arruda has a conversation about the book The Richest Man in Babylon, Joe Murphy has some thoughts on when is the right time to put a plan together, Gregg Berrian has a case study and Brian Quaranta outlines what happens at a first meeting. That and more on Financial Pizza. To learn more about producing your…
…
continue reading
1
Deflation, Sound Money, Is Bitcoin "Good?" | Tim Wuebker
56:23
56:23
Play later
Play later
Lists
Like
Liked
56:23
In conversation again with Tim Wuebker. We discussed inflation, deflation, hard money, and the moral case for Bitcoin. I recall how the 2008 financial crisis led me to question the stability of traditional financial systems and eventually turned me towards Bitcoin, especially during the money-printing spree of 2020. We delved into the advantages of…
…
continue reading
1
Balancing Business and Personal Well-Being for Financial Advisors with Stevyn Guinnip
57:41
57:41
Play later
Play later
Lists
Like
Liked
57:41
In this episode of the ModelFA Podcast, David sits down with Stevyn Guinnip, a health expert for financial advisors. They discuss the importance of prioritizing health and wellness in achieving overall success, and how advisors can balance their professional and personal lives. Stevyn shares her personal journey and the lessons she's learned about …
…
continue reading
Welcome to “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. In our second episode, we highlight Adam Wishard, Co-Chief Investment Officer at First Pacific Financial. Adam shares his journey from a math and statistics background to…
…
continue reading
If I were to take control of our retirement portfolios is there anything I should change or be aware of? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and o…
…
continue reading
Given that we're already retired in our mid 50s, is our long-term financial plan a solid one? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy …
…
continue reading
In this special Q&A episode: 5:52 Listener Questions Begin 7:53 Paying Off Debt vs. Investing 8:43 Retirement Savings Strategies 10:21 Employee Stock Purchase Plans 14:37 Risk Management in Retirement 16:10 Finding Purpose in Retirement 16:33 Building a New Home 22:22 Financing vs. IRA Withdrawals 23:50 HSA vs. Roth Contributions Learn more about y…
…
continue reading
The balance of risk has changed. That opinion was evident from Fed Chair Powell Friday. In his widely anticipated and widely followed speech he green lighted rate cuts. He indicated increased comfort around taming inflation and believes now the bigger risk is rising unemployment. He appears confident that the risk of recession is going down because…
…
continue reading
1
They cover it all on this weeks Financial Pizza
25:58
25:58
Play later
Play later
Lists
Like
Liked
25:58
Plenty on this weeks pizza. Coach Pete D’Arruda has thoughts on the unemployment numbers. Russ Hackman evaluates the current presidential race. Jeremy Nelson says it’s all about the plan. To learn more visit Financial Pizza. Check out Broadcasting Experts to learn how they can help you create your own podcast. See omnystudio.com/listener for privac…
…
continue reading
1
8/22/24 Homelessness Executive Order & Conversation with Carlos of The Mission at Kern County
48:52
48:52
Play later
Play later
Lists
Like
Liked
48:52
The Moneywise Radio Show and Podcast Thursday, August 22nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Carlos Baldovinos, Executive Director for The Mission at…
…
continue reading
1
Top Wealth Building Strategies by Net Worth
38:02
38:02
Play later
Play later
Lists
Like
Liked
38:02
Personal finance is personal. A good strategy for someone in their 20s just starting out on their wealth building journey is probably not right for someone with a million-dollar portfolio. So, we wanted to break down what might be valuable to do with your next dollar, for people at different stages of that wealth building journey. Jump start your j…
…
continue reading
What is a yield curve? How is it connected to recessions and stock market performance? And what does any of this mean for YOU? Scott's breaking it all down in this week's Fastest Four Minutes in Finance! For charts and more episode information, visit: https://getreadyforthefuture.com/yield-curve-inversion-recession-indicator-or-bull-market-signal/…
…
continue reading
1
#227 - The Tactical Objectives of Ukraine's Offensive Push
45:10
45:10
Play later
Play later
Lists
Like
Liked
45:10
Rob is on vacation, so Jacob welcomes Sim Tack to join him in his weekly Friday slot to discuss Ukraine’s invasion of Russia. The two address the logistical challenges facing Ukraine, such as air support and ammunition shortages, and analyzes the strategic and tactical objectives of the Ukrainian offensive. They explore various potential motivation…
…
continue reading
Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music…
…
continue reading
In this episode: 2:35 The Bond Debate 5:07 Alternatives to Bonds 6:47 Evaluating Long-Term Investment Options 9:56 Listener Questions Begin 16:39 Financial Decisions and Strategies Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Don McDonald
…
continue reading
1
8/21/24 HR Nightmares with Roshni Patel & Food Prices for Families
44:13
44:13
Play later
Play later
Lists
Like
Liked
44:13
The Moneywise Radio Show and Podcast Wednesday, August 21st BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Roshni Patel, Thrive HR Consulting & Co-Host of, "Every…
…
continue reading
Spouses don’t always agree on financial issues. Let’s talk about some common conflicts… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
…
continue reading
A fulfilling job is great, but being able to do it in your pajamas? Now, we’re talking. On today’s episode, we’re joined by Kerry Hannon, author of “Great Pajama Jobs: Your Complete Guide To Working From Home.” Between that and the dozen other books she’s published, Kerry is a renowned professional on careers, entrepreneurship, and financial planni…
…
continue reading
1
The Independent Advisors Podcast Episode 266: The Goldilocks Outcome
35:50
35:50
Play later
Play later
Lists
Like
Liked
35:50
Show Notes: Twitter: @MikeZaccardi LinkedIn: @Mike Z.By Mark McEvily
…
continue reading
1
Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds
28:59
28:59
Play later
Play later
Lists
Like
Liked
28:59
In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatil…
…
continue reading
1
Are Target-Date Maturity Funds Right for Your Retirement Plan?
27:17
27:17
Play later
Play later
Lists
Like
Liked
27:17
When it comes to planning for retirement, many people turn to target-date maturity funds for their set-it-and-forget-it appeal. In fact, if you have a 401k or an IRA rollover, chances are you have a target-date maturity fund. These are designed to automatically adjust your investment mix as you approach retirement, gradually shifting from a higher …
…
continue reading
Today's show highlights include: *The distinction between working on your business versus working in your business and why both are crucial. *How quarterly check-ins can effectively keep your business aligned with its goals and drive continuous improvement. *Strategies for leaders to encourage growth by challenging employees and embracing discomfor…
…
continue reading
1
Prepare for Your Pet’s End-of-Life Care: Balancing Love, Costs and Comfort
29:08
29:08
Play later
Play later
Lists
Like
Liked
29:08
Learn how to make compassionate, informed decisions for your pet's end-of-life care, balancing costs, emotions, and love. How can you plan for end of life care for your pet? Hosts Sean Pyles and Ronita Choudhuri-Wade discuss the emotional and financial challenges of pet end-of-life care and the importance of early decision-making to help you unders…
…
continue reading
With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data an…
…
continue reading
1
WCI #381: Retirement Accounts and Asset Protection
45:59
45:59
Play later
Play later
Lists
Like
Liked
45:59
Today we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k) into your new one to provide some added asset protection. We talk about cash vs. bonds and how to evaluate your investment mix. Those questions and more on todays episode! Today’s episode is brought …
…
continue reading
From last Saturday's radio show: 1:23 Understanding Investment Scams 4:58 Protecting Your Identity 7:25 The Downsides of Credit Freezing 9:04 Importance of Two-Factor Authentication 10:02 Roth Conversion Strategies 12:36 Navigating Social Media Confusion 15:11 The Model Military Aircraft Museum 17:21 Analyzing ETF Recommendations 22:15 Simplifying …
…
continue reading
1
Financial Lessons Learned by Kornel Szrejber After 10 Years of Interviews
47:14
47:14
Play later
Play later
Lists
Like
Liked
47:14
In the interview, we cover what lessons for Canadians that Kornel has learned after doing close to two hundred interviews with financial experts, over the past 10 years. Kornel and his spouse have also been either fully or semi-retired for the past 8 years, and so we discuss any advice for those who are also planning to retire in their 30s, or just…
…
continue reading
1
Episode 31 - Myth Busters: Estate Planning
25:00
25:00
Play later
Play later
Lists
Like
Liked
25:00
Join Laura Lee and Jeremiah Lee as they debunk common myths about estate planning. Tune in as they they tackle issues and misconceptions such as:00:00 Introduction and Discussion about Riverside Cookie Shop03:02 Debunking Common Myths About Estate Planning08:05 The Importance of Estate Planning While Still Alive12:01 The Value of a Trust, Even with…
…
continue reading
1
Episode 30 - Planning Process, Step-by-Step
25:00
25:00
Play later
Play later
Lists
Like
Liked
25:00
In this episode of "Building Wealthy Habits," Randy, Laura and Jeremiah take you through the experience of meeting with a financial advisor. They break down the entire process, from your first meeting to the creation of a personalized financial plan.You'll hear about the onboarding steps, starting with the initial appointment to gather essential in…
…
continue reading
1
Episode 29 - Short-Term Rentals with Marie Hair (Pt. 3)
25:00
25:00
Play later
Play later
Lists
Like
Liked
25:00
In this episode, Laura and Jeremiah interview Marie Hair, the founder of To Dwell Here, a company that specializes in personalized hospitality and design for short-term rental properties. Marie shares her expertise in creating a balance between functional and beautiful spaces, catering to the needs of guests, and building a strong relationship with…
…
continue reading
1
Episode 28 - Short-Term Rentals with Brooke Miller & Simone Knepper (Pt. 2)
25:00
25:00
Play later
Play later
Lists
Like
Liked
25:00
In episode 28 of Building Wealthy Habits, real estate experts Simone Nepper and Brooke Miller join us to discuss the process of finding and securing a short-term rental property. They emphasize the importance of determining whether the property will be purely an investment or if it will also be used for personal vacations. They highlight the need f…
…
continue reading
1
Episode 27 - Short-Term Rentals, Finance & Legal (Pt. 1)
25:00
25:00
Play later
Play later
Lists
Like
Liked
25:00
Welcome to episode 27 of Building Wealthy Habits! With this episode we kick off a three part series focused around short-term rentals. Tune in and see how watching HGTV with our family sparked a conversation about property ownership and care. We discuss the financial and legal considerations of owning a short-term rental property, and highlight the…
…
continue reading
In episode 26 of Building Wealthy Habits, we discuss the importance of cybersecurity and share tips and best practices to protect oneself and family from fraud and data breaches. We cover topics such as password management, two-factor authentication, credit monitoring, and the use of virtual private networks (VPNs) when using public Wi-Fi. If you t…
…
continue reading
This episode explores the sentiment of political extremism in the US and its impact on the economy and corporate America. We discuss how the divisive issues that fuel political extremism, such as abortion, immigration, inflation, healthcare, and international power impact discourse in our country. We also examine the role of social media in reinfor…
…
continue reading
1
The ERP Minute Episode 152 - August 20th, 2024
4:10
4:10
Play later
Play later
Lists
Like
Liked
4:10
Planful announced record-breaking new bookings for the first half of the year 2024. Clayton, Dubilier, & Rice and CVC today announced that funds managed by CVC have agreed to acquire a significant ownership position in Epicor. Sage announced new enhancements and updates for Sage Intacct customers globally, to streamline financial operations and enh…
…
continue reading
1
8/20/24 Taxman Tuesday with John Duffield, CPA/MST
45:57
45:57
Play later
Play later
Lists
Like
Liked
45:57
The Moneywise Radio Show and Podcast Tuesday, August 20th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: John Duffield, CPA/MST website: www.bakersfieldaccountant…
…
continue reading
1
Marketing to Your Ideal Niche: Taylor Schulte’s Blueprint
35:52
35:52
Play later
Play later
Lists
Like
Liked
35:52
Taylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a wide range of clients and blast your message out on as many channels as possible a winning approach? Taylo…
…
continue reading
1
Leadership & Legal Excellence: Insights from Michael Donahue III, Managing Partner at Stark & Stark
49:51
49:51
Play later
Play later
Lists
Like
Liked
49:51
Join us in our latest podcast interview with Michael Donahue III, the seasoned managing shareholder of Stark & Stark. With three decades of dedication to his firm, Donahue shares invaluable insights on leadership, emphasizing the importance of fostering diversity even amidst shifting legal landscapes, such as recent Supreme Court rulings on Affirma…
…
continue reading
1
Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
56:51
56:51
Play later
Play later
Lists
Like
Liked
56:51
On this episode of XYPN Radio, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the…
…
continue reading
1
Inside the Economy: Consumer Debt & Economic Slow Down
10:11
10:11
Play later
Play later
Lists
Like
Liked
10:11
This week on “Inside the Economy”, we discuss consumer debt and the pending economic slowdown. Credit Card and HELOC balances have ticked up over recent months, but despite this, there has been limited delinquency in student loans, mortgages, and HELOCs. Auto loans and credit cards on the other hand have shown a slight uptick in delinquencies. What…
…
continue reading
"I am so addicted to saving (30-35% savings rate) that I am worried I don't know how to turn it off. It is starting to affect my desire to enjoy today. My spouse is 30 and I am 32 and we have about $270K in retirements and $30K in a taxable brokerage. I still want to cheap out on family vacations. I feel like I have a sickness... Any advice on how …
…
continue reading
