show episodes
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® 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 manage ...
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
 
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.
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Wes Moss, CERTIFIED FINANCIAL PLANNER™ answers questions from listeners and discusses the latest money news on this live call-in show which has been on the air since 1992. In each episode, Wes covers topics related to investing, retirement, pensions, insurance, and economics. Author of You Can Retire Sooner Than You Think, Wes is focused on helping people retire sooner and happier. For more information visit WesMoss.com.
 
Accounting Insider is a podcast for masters of their own destiny to learn how to build wealth - from an expert who has done it for himself, and his clients. Kym Nitschke is a different kind of accountant - yes, he's a chartered accountant and financial planner, but he's also a property developer, licensed builder and investor. The Accounting Insider podcast not only reveals Kym's insights into business and wealth growth, but also puts a spotlight on his clients and other successful entrepren ...
 
The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you shou ...
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
Financial and retirement guidance from Certified Financial Planner Wade Chessman of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with peace of mind.
 
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 ...
 
The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 Advisor, Exit Planning Institute’s Exit Planner Leader of the Year and business strategist with over 20 years of experience. Justin owns Financially Simple, LLC, a division of Heritage Investors, ...
 
Toronto Star 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 Th ...
 
Let’s be real, most people don’t like talking about sex or politics, and money is the biggest taboo topic of them all. The Millennial Money podcast flips the script on the “old school” approach to money. Relatable, inspiring, and a little bit gritty, host and award-winning Certified Financial Planner Shannah Compton Game helps listeners uncover their money story to see past the numbers to unlock the lives they want to live. Each week Millennial Money creates a safe space by talking with spec ...
 
Welcome to The Jeff Motske Show. This is a show designed to teach the average person how to get their financial house in order from a financial planner’s perspective. Jeff has been a certified financial planner for 29 years and is currently the CEO of Trilogy Financial Services with offices all over Southern California as well as Denver Colorado.
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
Welcome to Informed Choice Radio, the personal finance podcast all about achieving your financial goals in life. New episodes are published every Monday and Friday, featuring expert interviews and practical tips for making the most of your money. Your host for Informed Choice Radio is Martin Bamford; a Chartered Financial Planner, Fellow of the Personal Finance Society and personal finance author. This podcast will appeal to listeners of Meaningful Money, MoneyBox Live, Wake Up To Money, Lis ...
 
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. 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. James and Scott 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.
 
Having been a financial planner for over 15 years, I’ve seen firsthand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast will cut through the jargon and provide practical, accessible financial advice - so you can build sustainable wealth and achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and be empowered by valuable ...
 
Wealth Creator Radio – a place where you can get straight-forward advice on how to plan for a secure and comfortable retirement without the jargon, confusion and high-risk strategies of most financial shows. Eric Heckman is a Certified Financial Planner®, a Registered Tax Return Preparer, founder of the non-profit Financial Knowledge Institute and author of Worry Less Wealth. Eric answers financial questions submitted via the form below or by phone at (408) 297-9800. Learn strategies for tod ...
 
The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way. CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians. The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
 
Listen to Johnson Brunetti Money Wisdom with Joel Johnson, Connecticut’s highly acclaimed retirement and investment specialist, and Certified Financial Planner®. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperf ...
 
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 ...
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
 
Financial planner Dawn Starks combines her love of personal finance with her passion for simple living. People often find personal finance complex and intimidating, but it doesn’t have to be. Listen in to find ways to make your financial life simpler.
 
This personal finance podcast is for women, including female entrepreneurs to learn personal finance, money mindset & practical money management tips to be financially confident. To get in control of money, to budget, gain financial confidence, learn how to invest, save money & manage money mindset and behaviours. Hosted by a multi- award winning qualified financial planner and financial coach. A must listen to for fans of Denise Duffield-Thomas, Pete Matthew, Money to the Masses and Dave Ra ...
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
 
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show series
 
We’re excited to have XYPN member Pierre-Emmanual Jovue, owner of InsuraWealth, a fee-only firm out of Tampa, FL, on the show today. Pierre started his firm in 2016, and today, serves 85 clients, most of whom are young professionals. Pierre talks about how and why he “niched” his client base to focus on a specific employer and explains how a narrow…
 
We've talked to several property investment experts recently, but what we haven't covered what you need to think about once you are a landlord. In this episode, I speak with Jeremy Goldschmidt from property management disruptor RentBetter to learn the property investment essential beyond the initial purchase. [RentBetter Website] [Disclaimer]…
 
President-elect Joe Biden has proposed a tax plan that will increase taxes on corporations and the wealthy with no increase for individuals earning less than $400K annually. This is just one of several key takeaways that you can read about here, or you can join our special guest, CPA Jon Sluis, LIVE today to learn more. He’s also going to help disp…
 
Paying off your mortgage? First, think of your investing and tax strategy. And, if you max out retirement and health savings accounts and own real estate, how else can you save? (Hint: brokerage account.) Should self-employed small business owners contribute to a Solo 401(k) or Traditional IRA? Solo Roth 401(k), or Solo 401(k) to Roth conversion? F…
 
Are you looking at your career this year and thinking it just isn’t riding on the fast lane as you had hoped? You’re so not alone. This year has been rough on many careers and salaries, not to mention working at home juggling your partner’s weird snack breaks and your neighbor who likes to run the lawnmower just when you’re hopping on a Zoom call. …
 
Today I’m talking about tax gain harvesting. While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable. And once again, this strategy is not just for the ultra-wealthy... In fact, those in the highest tax brackets probably shouldn’t pursue this tax planning opportun…
 
Have a money question? Get expert answers. Email us at: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian get two of the shortest questions of 2020 …and then they get the longest email question in the history of the show. REMINDER: Try HEY MONEY, your new secret weapon for advice in your personal finances. No time t…
 
Bobbi reveals her favorite new money related books for financial grownups, and how to decide if they are right for you. This episode's picks include: Undaunted, Overcoming doubts and doubters by Hint Founder and CEO Kara Goldin The Rocket Years, How your Twenties Launch the Rest of Your Life, by Elizabeth Segran The Money Tree, A story about Findin…
 
Your student loan balance at the end of your program can balloon more than you thought you’d end up with. Find out how that happens, why I think America’s first $700,000 dental degree is worth it and why your student loan debt doesn’t matter as much as you think. In today’s episode, you'll find out: The hidden cost of higher education How tuition i…
 
Dr Josie Perry is a Chartered Sport and Exercise Psychologist. Josie’s company Performance In Mind works with those in sport at all levels – including Olympians – and sometimes people on the stage or in high profile jobs, to help them overcome their barriers to success so that they can achieve their goals. Author Josie talks about the moment she re…
 
In episode 316 of Financially Simple, Justin gives a concise list of 20 ways to reduce your tax bill. As 2020 comes to a close, the time to figure out your taxes draws nearer. In this episode, Justin lists 20 ways to reduce your taxes, both as an individual and as a small business owner, from tax-free accounts to having a baby! Don’t forget to subs…
 
On this episode of 20/20 Money, my guest is Kim Hockaday. Kim is an experienced mortgage loan officer with Ruoff Mortgage. In the historically low interest rate environment that we’re in these days, I wanted to bring Kim on the show to talk about mortgages and how optometrists should think about all aspects of home financing. We talk about three th…
 
In this episode Warren answers two important questions from the Honest Money listeners: How do I navigate a lump sum investing in current market conditions? How can I tell whether I'm on the right track to achieving financial freedom or not? Follow us on twitter for more #FinancialFreedom content: @HonestMoneyPod https://twitter.com/HonestMoneyPod…
 
The number of trusts in use across the UK appears to be in decline. With tougher tax rules and more reporting requirements, is there still a role to play for these legal instruments? My guest on the podcast today is Emily Taylor, Partner at BDB Pitmans. Emily specialises in tax planning, trusts, estate administration and drafting of wills and power…
 
We have heard lots about the negative impact of the current crisis of 2020, but what if the last few months have actually had a positive impact on your financial situation? Today I wanted to cover how you can make the most of your money. In this episode: 6 ways to make the most of your money Why now is a great time to be planning for the future How…
 
My journey from student to financial planner was anything but linear. I reveal the darkest periods of my schooling life and how they shaped who I am today. I had dyslexia and was often at the bottom of my class, but I was determined to push through these challenges and thrive. Discover the lessons I learned, the criticism I faced and how I managed …
 
Show Description: Jason and Alex began by saying the main purpose of the show is to help individuals steer clear of toxic advice, prevent them from making great behavioral mistakes, and helping individuals create disciplines and philosophies to think about building wealth. Jason talked about how most advisors do not do tax planning, such as tax los…
 
Financial advice clients will be encouraged to give more money to charity via The Together Charitable Foundation (TCF) launched by Jarrovian Wealth CEO Graeme Price and Cass Business School professor Paul Palmer. TCF grants clients and their advisers control over where their money is given. Will it catch on? NMA editor Will Robins finds out how a '…
 
Anabelle Sanko is a sophomore, CFP Student at Kansas State University and the winner of the inaugural 2020 New Planner Recruiting CFP Tuition Scholarship. Today she joins the show to discuss the family experiences that led her to pursue a career in financial planning, as well as how she balances her full-time student course load with all of her ext…
 
The holidays are a time of celebrations, comfy clothes, lots of good eating and cold winter nights. But for many of us, it’s also a time of financial stress and a visit from your good ole’ friend debt. In this reboot episode, Majd Maksad, from Status Money, is dishing some great tips to breeze into the holidays without debt so you can hit the new y…
 
Welcome to Talking Money from Informed Choice Radio. In this new Friday format for the podcast, I’m joined by Hannah Godfrey, an experienced freelance finance journalist and reporter at City AM. Coming up in this episode of Talking Money: London Mayor Sadiq Khan has spoken about an ‘existential threat’ to central London, as city-workers start a mas…
 
In episode 315 of Financially Simple, Justin reflects on the pilgrim settler’s attempt at Socialism and the subsequent establishment of Private Ownership. William Bradford wrote on the efforts of the first settler’s establishment of a communal system of government, and the hardships and costs it effected before shifting to a more individualistic ap…
 
This is my story about my new iPhone and how important it is to me in my everyday life. This podcast documents my iPhone journey over the past couple of years, from second bargain buys on eBay to being one of the first people to receive the new series 12 release. My story starts in Shenzhen of all places.bout Kym, accountinginsider.net :Kym Nitschk…
 
In this episode of the Maven Money Personal Finance Podcast… Andy presents the findings of a fascinating study on our values and how they differ around the world. Quick Preview of the Podcast: Analysis of over 500,000 valuegraphics surveys Happiness? Courage? Cooperation? Security? What do you rank as your number 1 value? Links: The World's Most In…
 
The stock market and the economy have been almost disorienting this year in 2020. It’s been a polarizing year, and we still have a few weeks to go. In this podcast, Tom and Tim discuss the current state of the stock market alongside the economy. The Dow Jones hit 30,000 for the first time ever […]By Mullooly Asset Management
 
Planning for retirement can feel like a daunting task to complete. The financial landscape is constantly changing and learning how to navigate the problems that come up can be challenging. But starting the retirement plan might be easier than you think. Today Brent, Matthew, and Joshua discuss some initial questions you should be asking yourself if…
 
This is a time of year when many people give thanks for what they have. On this episode of Retirement Answer Man, I explore the definition of thankfulness and gratitude with our Rock Retirement Club retirement coach, BW. He even brings us 5 tips that can help us to cultivate gratitude on a regular basis. Tanya Nichols joins me again to help answer …
 
In this podcast episode, we have a listener question: Husband/wife (70/69) both retired intending to down size. Debt free. Retirement assets are 1.7 mil (1.3 mil traditional ira/400 k Roth IRA). Monthly income before taxes (social security and pensions) is $7500. New home cost estimated at $400 k. Existing home to be sold after building new home ex…
 
Ed Slott might have summarized it best when he said, “Look, there will be a president for the next four years and another one after that. Everything changes. You must focus on your own plan.” We couldn’t agree more! But we all know it’s easier said than done. What happens on a large scale affects us. And it’s not realistic to ignore the bigger pict…
 
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
 
I (Shea) have a very vivid memory as a child riding around in my grandfather’s vintage truck and snacking on prunes. He said they were “dessert.” My grandfather did push-ups every morning, took his supplements and didn’t eat much sugar. He also saved his pennies. I wonder what he would think about today’s health care stat: According to Fidelity res…
 
Should you borrow money to pay the tax on a Roth IRA conversion? Should you do a Roth conversion or capture non-qualified long term capital gains? How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? Should a highly compensated employee use the mega backdoor Roth strategy? Are the tax savings on a conversion worth it…
 
Have a money question? Get expert answers. Email us: askpete@petetheplanner.com On this episode of the Pete the Planner Show, Peter and Damian remind everyone that the upcoming holidays are not cancelled; we just need to look at them differently, with safety being a priority. FEATURED CONVO: Will Student Loan Forgiveness plans continue with the new…
 
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