Thoughtful discussions about current topics, moderated by American Banker editors.
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Join money expert Tori Dunlap as she guides you on how to make more, spend less, and feel financially confident in a world run by rich white men. Through solo episodes and special guest interviews, you’ll walk away with resources to get, save, and grow money to gain financial freedom and kick some patriarchal ass at the same time. New episodes drop every Monday, and mini-episodes drop every other Thursday.
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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 ...
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Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.
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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. 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 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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An award winning short form podcast discussing finance in about the time it takes to make a bag of popcorn
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money ...
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For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Morning Brew Daily, a daily talk show that covers the latest news on business, the economy, and everything else, with Neal Freyman and Toby Howell. Witty, informative and everything you need to start your day. Available on all podcasting platforms and Youtube.
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Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Making fun of finance. 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 answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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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 ...
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Follow the 3 Simple Steps to financial peace. Discover what you need to banish money anxiety, defeat debt, and eliminate financial fights from your life forever.
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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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Helping listeners achieve financial freedom sooner rather than later. Financial Samurai is America's number one personal finance blog and podcast helping you make more money, save more money, and live the life that you truly want.
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Bruce Sellery is a personal finance expert on a mission to help you get a handle on your money so you can live the life you want. He is high energy and low B.S.
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The podcast for finance professionals tasked with taking their businesses to new heights.
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Exploring the biggest questions of our time with the help of the world's greatest thinkers. Host Manoush Zomorodi inspires us to learn more about the world, our communities, and most importantly, ourselves. Get more brainy miscellany with TED Radio Hour+. Your subscription supports the show and unlocks a sponsor-free feed. Learn more at plus.npr.org/ted
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Trust. Respect. Results (847) 749-2295 / tstearns@tjstearns.com
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall on why your money needs to work harder, for longer.
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Simple Wealth Planning LLC. www.gentlemanspeculator.com
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
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Hear real, credentialed Financial Advisors discuss different aspects of personal finance in a no-nonsense, unfiltered, down-to-Earth style.
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We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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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 ...
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We’re gonna be talking regulatory issues. Best practices. Investing strategies. All of it. About what it all means and, more important, what it means to you.
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Learn all about investing in real estate in Huntsville, Alabama with a combination of real estate financial planning and modeling with numbers specific to Huntsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Huntsville).
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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.
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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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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 ...
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Learn all about investing in real estate in Springfield, Missouri with a combination of real estate financial planning and modeling with numbers specific to Springfield plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Springfield).
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Learn all about investing in real estate in Aurora, Colorado with a combination of real estate financial planning and modeling with numbers specific to Aurora plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Aurora).
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Learn all about investing in real estate in Fontana, California with a combination of real estate financial planning and modeling with numbers specific to Fontana plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Fontana).
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Learn all about investing in real estate in Orlando, Florida with a combination of real estate financial planning and modeling with numbers specific to Orlando plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Orlando).
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1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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Learn how to overcome tenant challenges in Huntsville. This class is Module 7 of 46 in a series called Real Estate Investing Secrets. What do you do when you experience the inevitable tenant challenges like: Tenant not paying rent Tenant’s check returned for non-sufficient funds Tenant makes late payment Tenant breaks lease Tenant provides partial …
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#123 - My thoughts on 12 common financial and retirement planning rules of thumb
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Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not: You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer match You shouldn't help your kids pay for college if it means shorting your own financial security in retirement You need at l…
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Purpose-Led Financial Planning - With Katherine Waller of Six Degrees
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Co-founder of purpose led financial planners Six Degrees, Katherine Waller, joins us on this episode. We invited Katherine on to talk about our shared approach to financial planning and to delve into how she helps people get the best financial outcomes. In this episode we explore: The importance of emotional intelligence in financial planning Vulne…
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192. How to Protect Your Money and Family with Estate Planning Expert Pamela Maass Garrett
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Facing our own mortality isn't easy, but it's one of the most important conversations we can have for the sake of those we love. In this episode, I sit down with Pamela Maass Garrett, an award-winning estate planning attorney and CEO of Law Mother LLC, to unravel the mysteries of estate planning. We dive deep into why everyone—not just the wealthy—…
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Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444
1:40:46
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Jim and Chris (and Jake too!) sit down to answer some listener questions about Medicare, Roth conversions, Social Security, and 401k catch up contributions… (10:00) George wonders how his wife’s ACA premium tax credits will be affected for the first part of the year if he increases his income after she turns 65 and enrolls in Medicare. (23:45) The …
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Big Picture: From Consumption to Production – Reindustrializing America
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Nov 1, 2024 – In today's Big Picture episode of the Financial Sense Newshour, we look at the attempted transformation of the US economy from consumption-driven growth to a focus on production and industrial policy. Historically...By fswebmaster@financialsense.com (Financial Sense)
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1
Jim Welsh on Rising Interest Rates and More Volatility
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Nov 1, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with Jim Welsh from Macro Tides to discuss brewing market concerns over rising interest rates, despite the Fed being given the green light to cut rates...By fswebmaster@financialsense.com (Financial Sense)
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China Beige Book's Shehzad Qazi on 10 Trillion Yuan, Trade War 2.0 (Preview)
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Nov 1, 2024 – Shehzad Qazi of China Beige Book discusses potential impacts of a Trump vs. Harris presidency on US-China trade. Regardless of who wins, Shehzad says another round of trade wars and friction are expected in 2025. Despite a slowing economy...By fswebmaster@financialsense.com (Financial Sense)
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In the latest Planning Aces episode, hosts Jack Sweeney and Brett Knowles discuss how finance leaders are elevating FP&A as strategic partners within organizations. Featuring insights from CFOs Reggie Vengalil, Matt Steinfort, and Isabelle Winkles, the episode highlights themes like the importance of reliable data, setting constraints to enhance st…
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Are Annuities a Good Source of Retirement Income?
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Building a solid income plan is a foundational piece of retirement planning and there are a variety of ways to create those income streams. One product that often comes up during meetings is the annuity because of its ability to produce guaranteed income to replace your paycheck, but is it a good choice for your portfolio? Jake Doser, CFP®, CPWA® a…
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Learn how to overcome tenant challenges in Fontana. This class is Module 7 of 46 in a series called Real Estate Investing Secrets. What do you do when you experience the inevitable tenant challenges like: Tenant not paying rent Tenant’s check returned for non-sufficient funds Tenant makes late payment Tenant breaks lease Tenant provides partial pay…
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Learn how to overcome tenant challenges in Aurora. This class is Module 7 of 46 in a series called Real Estate Investing Secrets. What do you do when you experience the inevitable tenant challenges like: Tenant not paying rent Tenant’s check returned for non-sufficient funds Tenant makes late payment Tenant breaks lease Tenant provides partial paym…
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Learn how to overcome tenant challenges in Springfield. This class is Module 7 of 46 in a series called Real Estate Investing Secrets. What do you do when you experience the inevitable tenant challenges like: Tenant not paying rent Tenant’s check returned for non-sufficient funds Tenant makes late payment Tenant breaks lease Tenant provides partial…
…
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Learn how to overcome tenant challenges in Orlando. This class is Module 7 of 46 in a series called Real Estate Investing Secrets. What do you do when you experience the inevitable tenant challenges like: Tenant not paying rent Tenant’s check returned for non-sufficient funds Tenant makes late payment Tenant breaks lease Tenant provides partial pay…
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In today’s episode, we dive into the significance of the 2024 Presidential Election. While every election impacts the country, this one feels especially critical, with far-reaching consequences that extend beyond U.S. borders. Our guest is Alex Krainer, a former hedge fund manager, market analyst, and creator of the I-System trend-following model. …
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1
Wait, College is Getting Cheaper? & BYD is Outselling Tesla
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Episode 444: Neal and Toby chat about the recent data showing not all college tuition is getting expensive, in fact, it’s become more affordable in the last decade. Then, Britain’s Labour Party swings for the fences to catch up to the US economy by announcing its biggest tax hike on the wealthy yet. Next, Chinese EV maker BYD overtakes Tesla in EV …
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1
A Better Way to Use Leverage in Your ETF Portfolio
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data center…
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11.01.24 Clark Answers His Critics on Clark Stinks / SAVE MORE on Food Costs
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today, Clark compares the cost of food prepared at home vs eating out. New data on total meal spending shows where we can save more on overall food costs. Clark Stinks: Segments 1 & 2 Save On Food Costs: Segment 3 Ask Clark: Segment …
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From sustaining a marriage to making new friends, forming connections requires courage. This hour, TED speakers guide us through being brave during the most difficult moments in relationships. Guests include writer and podcaster Kelly Corrigan, journalist Allison Gilbert and clinical psychologists Julie and John Gottman. TED Radio Hour+ subscribers…
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need Help with your investments? Click here to connect with a SmartVestor Pro. 🏠To l…
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1
Overcome Financial Trauma and Thrive - LIVE From FinCon 2024 (SB1595)
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Have you ever felt overwhelmed by your finances? Do you find yourself either making purchases as "retail therapy" or avoiding looking at your statements and online accounts? Or maybe, on the other end of the spectrum, you find yourself hoarding cash because you don't know when the next "rainy day" is going to arrive? In all of these cases and more,…
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We are right on the eve of what is going to be a truly pivotal election. And this year, more than many others, it seems there's a unique urgency in the air. At least part of that is because each candidate has pledged to make changes to critical facets of American life — including to our personal finances. Catherine Rampell, nationally syndicated op…
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Open Enrollment Benefits That Do and Don’t Matter - E3
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Michael and Brady provide a comprehensive guide on navigating employee benefits and retirement planning during open enrollment. Key topics include the differentiation of healthcare plans like HMOs and PPOs and the strategic use of Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) to maximize tax advantages. The episode also cover…
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1
In Depth: A Potential Post-Election War Escalation (Preview)
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Oct 31, 2024 – Today we look at Israel's tactical delay of a military response on Iran to align with US political interests, ensuring support from either the Biden or potential Harris administration, rather than risk an all-out war and major disruption...By fswebmaster@financialsense.com (Financial Sense)
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Wall Street Might Be Hurting Housing & Strava Exposes World Leaders’ Locations?
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Episode 443: Neal and Toby chat about the recent uptick of wall street investors buying up cheap homes and charging higher than normal rent. Then, the Department of Transportation’s new rule about automatic refunds goes into effect that should ease the minds of many travelers. Next, the location of world leaders and their bodyguards could be tracea…
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When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
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In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap. For full show notes, see kitces.com and thesocietyofadvice.com.…
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10.31.24 Cross-Training In Company Culture / Skilled Trades For The Win
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Home Depot is doing something that all employers should do. Clark talks about what distinguishes a winning corporate culture. Also today, Help Wanted: electricians, plumbers, CPAs, air traffic controllers, police officers and more. Clark shares opportunities for employment that empower workers to create financial security and personal wealth. Emplo…
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Happy Halloween! In today’s episode, I'm sharing some of my favorite spooky memories — like the creative costumes my dad and I made together — and using the holiday spirit to tackle something that haunts many of us: financial fears. We'll discuss 5 practical steps to overcome money anxieties, from reassessing your emergency fund to calculating your…
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1
WCI #391: The Student Loan Roller Coaster
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“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.” A Tale Of Two Cities tells the story of a French doctor's 18 …
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I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#d…
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223. What’s new in strategy: A view from the frontlines
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Senior partners Alex D’Amico, Michael Birshan, and Andy West join us for a conversation about the latest developments in the field of strategy. They discuss how generative AI will change strategy creation, the importance of developing distinctive insights as part of the strategy process, and how to avoid social dynamics from derailing your organiza…
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1065-Understanding American Culture: American Football
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The never-ending debate is getting clearer every year. What's the right choice--TFSA or RRSP?TFSA vs RRSP: Which is the Best Option for You? Find out the key differences between the Tax-Free Savings Account and Registered Retirement Savings Plan and discover why many families should prioritize maxing out their tax-free savings account. Watch this v…
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Episode 264 What happens when it’s 10,001 in one day?
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The retirement of 10,000 baby boomers every day can have several significantimpacts on current retirees, as well as the broader economy and social systems. We’lldig into that and more on today’s show.
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Episode 263 Nothing endures but change. - Heraclitus
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Retirement planning has seen significant changes over the past 20 years,influenced by shifts in the economy, demographics, technology, and regulatoryenvironments. Today we’ll review some of the most significant changes and how theycan impact your retirement.
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Episode 262 “Only two things are infinite: the universe and human stupidity, and I’m not so sure about the former.” Albert Einstein
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Retirement is full of surprises. How we deal with them could impact to the success of our golden years. We break down the certainty of uncertainty in retirement
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Episode 261 " Mother Please I'd Rather do it myself" Old TV commercial for Anacin
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Plenty to discuss this week including the latest on the Social Security go brokedate. Hint – it’s almost good news. We’ll hear from Stanley Druckenmiller who hasstrong feelings about our economy. And a new Gallup Poll on what American’s biggestfinancial fears are this year
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Episode 7: How VAPPs Mitigate Risks of Traditional DB Plans
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Get a crash course on Variable Annuity Pension Plans (VAPPs), a retirement plan design that some are calling the next big thing for addressing the retirement income gap for Americans. VAPPs are increasing in popularity because they offer the best of both worlds to retirement plan sponsors: the lifetime monthly income of traditional defined benefit …
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As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. We were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.…
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Reddit’s AI Deals Pay Off & Starbucks Firing Employees Over RTO Policy?
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Episode 442: Neal and Toby discuss the final snapshot of major economic indicators before the general election that could potentially swing the last remnants of undecided voters. Then, major earnings reports from Alphabet, Reddit, McDonald’s, and Chipotle. Next, new nutritional guidelines around red meat has the meat industry shaking in their boots…
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Registered Education Savings Plans or RESP’s are a great vehicle to save for your child’s education. But how you use that vehicle is important and what vehicle you choose is just as important. Scholarship trusts are another way to save for your chi’s education. We have Aravin Sithamparapillai, and associate at Ironwood Wealth Management, joins us t…
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Estate planning is important, but it can get complicated if you have a blended family. To take us through some of the things to think about we have Arin Klug, co-founder and COO of Epilogue. Find out more at epiloguewills.com and connect on X, Instagram, and Facebook.By Bruce Sellery
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There are many employee benefits that companies have to help recruit and retain staff. One perk some companies may choose is to offer “group mortgages”. Rob McLister, mortgage analyst and editor of MortgageLogic.news, joins us to tell us how it works. Find out more at mortgagelogic.news and connect on X.…
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People can listen and talk about personal finance in a variety of ways including community groups. We take a look at money clubs or share clubs with Peter MacLean, a member of Ottawa’s Share Club’s executive committee. Fin out more at money4retirement.ca or you can email ottawashareclub@gmail.com.By Bruce Sellery
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Senator Elizabeth Warren on Childcare, Housing, and Inflation
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Hey Financial Feminists! I'm so excited to bring you today's episode — I had the incredible honor of sitting down with Senator Elizabeth Warren! For those who don't know, she's a fearless advocate for middle-class families and a driving force behind the creation of the Consumer Financial Protection Bureau. In this episode, we dive deep into pressin…
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How to Retire: Understand and Plan for Long-Term Care
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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with author and researcher Howard Gleckman about long-term care. How Long-Term Care Differs fr…
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10.30.24 Saving For College - 529 Plans / Auto Insurance Update
33:51
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Clark discusses the societal changes in how college costs are trending now, the existing burden of student loan debt, and the best way to save in a 529 Plan. Also today, Clark has news on the car insurance front. The cycle has turned. Brace for good news and know how to make the most of it. How To Choose A 529 Plan: Segment 1 Ask Clark: Segment 2 A…
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When Your Funeral Budget Creaks...Our Halloween Special with Scott Mueller (SB1594)
1:29:35
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Today, we're joined by funeral director Scott Mueller, who shares invaluable advice on pre-planning your final expenses. Scott elucidates on the importance of making arrangements ahead of time and the benefits it brings to both you and your loved ones during emotionally charged times. Avoid common pitfalls and choose wisely to avoid turning your fi…
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need Help with your investments? Click here to connect with a SmartVestor Pro. 🏠To l…
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