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A rundown of the most important global business stories you need to know for the coming day, from the newsroom of the Financial Times. Available every weekday morning. Hosted on Acast. See acast.com/privacy for more information.
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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Michelle Obama and her big brother Craig Robinson bring their unique experiences and candid perspectives to a range of listeners’ personal dilemmas, from the everyday to the existential. Each week, they’re joined by special guests to tackle audience questions with practical advice, relatable anecdotes, and plenty of laughs. From dating and relationships to parenting and financial planning, IMO sees the iconic First Lady at her most relaxed and honest. This podcast will leave you laughing, re ...
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Money shouldn't be this hard - and it isn't! Join YNAB founder Jesse Mecham each week as he dives into spendfulness, a mindset that will help you stop second-guessing, spend more confidently, and live the life you want.
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Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you're approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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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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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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Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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Intermediate to advanced personal finance strategies for people serious about the FIRE (financial independence retire early) movement—not just dreaming about it. Tune in on Tuesdays and Fridays for new BiggerPockets Money episodes with your hosts, Mindy Jensen and Scott Trench! Or visit BiggerPocketsMoney.com with additional resources.
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MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!
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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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Why is personal finance so complicated? The internet is flooded with personal finance "experts" sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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The podcast for finance professionals tasked with taking their businesses to new heights.
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Robert Peston and Steph McGovern bring you insightful business and finance stories. Join Robert Peston and Steph McGovern as they delve into the key challenges and opportunities facing today’s business world. From the complexities of tech investments to the impact of political decisions on global markets, this podcast offers valuable perspectives on current financial topics. Whether discussing business funding, economic policies, or corporate strategies, they provide listeners with the tools ...
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Trust. Respect. Results (847) 749-2295 / [email protected]
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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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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.
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Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
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Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
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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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Hosted by Creative Planning’s Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!
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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.
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Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
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Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
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Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
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The NZ Everyday Investor! A podcast designed for the the everyday person, who's keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
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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 ...
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Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income 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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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We've helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial s ...
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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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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This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
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This is the show for Australians across the globe covering all things personal finance. From tax to investment planning, budgeting to property investment back home in Australia, we’ve got you covered.
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Real estate financial planners Cynthia Meyer & Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.
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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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Digital Asset Planning is a podcast for people who want to treat crypto and digital assets as part of a real financial life — not just as investments. Hosted by Ran Chen, EA, CFP®, this podcast brings a professional financial planning perspective to an area that is often dominated by price speculation and deal-driven commentary. Ran is a seasoned financial professional who works with high-net-worth individuals and families, many of whom have international backgrounds and complex financial li ...
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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.
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Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.
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The Business Law, Estate Planning and Estates Podcast explores the legal strategies that protect families, businesses, and legacies. Each episode features Thomas LaPorte of LaPorte Law Group as he shares expert insight into estate planning, probate, and business law — helping listeners make informed decisions for their financial and personal futures.
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Never leave money on the table. This is your shortcut to upgrading your life, money and travel—all while spending less and saving more. Get tactical moves and deep dives into designing a life you’re excited about. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life and looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk are here to deliver smart strategies you can plug ...
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclosures at: https://wwmfinancial.com/disclaimers
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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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Episode 624: Required Minimum Distributions aren’t just about meeting deadlines. Ryan and Zach explain how RMDs fit into a smarter, coordinated retirement income strategy. Then, they walk through a practical financial to-do list of smart money moves designed to help you build momentum and move forward in 2026.…
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1
What Do Financially Independent Couples Have in Common?
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In Episode 82 of the Real Life Planning Podcast, Cynthia Meyer, CFP®, CFA®, ChFC® shares eight key behaviors she’s observed across her clients who are financially successful couples. From avoiding lifestyle creep to tracking net worth and building multiple income streams, these practical habits are a roadmap for partners who want to become work-opt…
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How To Plan For Unforeseen Circumstances Without Losing Retirement Confidence
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Retirement planning isn't just about spreadsheets and savings rates—it's about preparing for life's curveballs. In this episode, the WWM Financial team dives into one of the most overlooked (and costly) retirement mistakes: not planning for unforeseen circumstances. From divorces that split more than just emotions, to sudden illness, death of a spo…
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Send us a text In this episode, we break down one of the most overlooked truths in retirement planning: your income plan is the engine that drives everything else. Most people jump straight into investments, but without knowing how much income you need—and how long it must last—your financial plan is incomplete from the start. We unpack why every d…
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Episode 305: Seven Financial Planning Themes to Guide Your Money in 2026
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As the new year begins, Melissa Joy, CFP®, helps listeners slow down and reset before diving into financial to-do lists. In this solo episode, Melissa lays out seven financial planning themes to help guide decisions in 2026. After an intense year of headlines, market shifts, and economic noise, this conversation offers perspective and grounding for…
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#185 - My thoughts and commentary about what the financial markets did in 2025
1:01:42
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Andy shares his thoughts and commentary about 2025 returns and events for: U.S. stocks International stocks U.S. bonds Gold & Silver Bitcoin Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning Insights Facebook group - Retirement Planning Education (formerly Taxes in Retirement) YouTube channel - Retirement Planning Ed…
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1
What White Christmas Teaches Us About Retirement
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28:19
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Before you rewatch White Christmas this season, remember that buried in the songs and snowstorms are some surprisingly good retirement lessons. Let’s pull a few gems from Bing Crosby and the gang. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402By Tim Estes
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Breaking Money Rules and Playing Survivor Pantry SB1789
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What if some of the "rules" you've been told about money aren't rules at all, just assumptions that haven't been questioned lately? Joe Saul-Sehy, OG, and Neighbor Doug pull apart a handful of deeply held financial beliefs and see what holds up when real life enters the conversation. From Social Security timing to investment return expectations, th…
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US opens criminal investigation into Fed chair
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US federal prosecutors opened a criminal investigation into Federal Reserve Chair Jay Powell, and civil unrest continues to threaten the Islamic regime in Iran. Plus, earnings season kicks off this week with the bank results. Mentioned in this podcast: US prosecutors investigate Jay Powell over revamp of Fed headquarters Iran warns US against inter…
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242. Ignore the doomsayers - the UK is innovating
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Why is Britain’s innovation economy is the strongest in Europe? What can the government do to strengthen it further? And can the UK outperform even America and China? Steph and Robert sit down with 'professional optimist' Saul Klein, Co-Founder & Executive Chair of Phoenix Court and venture capital investor, who explains why the foundations of new …
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Lucia Xiao / Why I'm Bullish on NZ Property in '26 Ep 504
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Lucia Xiao is a self-made investor and property coach. After moving here from China she started off in a state home but went on to build a $17m portfolio over 5 years, all while quitting her day job and building a business. This is her story of hard work and how she used a strategy to build wealth with property that not many experts promote. Book i…
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Cross-Border Crypto Tax Compliance: Navigating International FBAR and Foreign Exchange Reporting for Bitcoin and Stablecoins
3:58
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Navigating the complexities of using digital assets for international payments involves more than just selecting the right coin; it requires a deep understanding of tax disposal rules, foreign exchange risks, and strict international reporting mandates like FBAR.\n\n- How does the IRS treat the disposal of digital assets during an international pay…
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1
GRFTFS: Remarried at 63 and Merging Finances!
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"I’m 63 and recently remarried. How do we handle merging finances, especially with different account balances and risk tolerances?" We're answering YOUR questions on this week's Get Ready For The Future Show!• My wife and I are in our late 50s. We want to travel more in retirement — but how do we build that into our plan without overspending?• We’r…
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In this episode, we discuss retirement and what 2026 may bring, focusing on economic trends, possible policy changes, and other factors that could influence retirement planning. We walk through key topics to be aware of and share general insights to help you think about how these developments might affect retirement savings and income. The goal is …
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January 10, 2026: Forecasts, Follow-Through, and Family Finances
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We wrap up the year by settling an important score: who takes the crown for the 2025 Super Official Board of Predictions after a year of weekly “market up or down” calls? From there, we look back at the major trends we predicted for 2025 and how they actually played out. Then it’s time to look ahead. The team shares their 2026 predictions—personal …
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Tokenized Real Estate: RWA Fractional Ownership, Rental Yields, and Tax Strategy for High-Net-Worth Portfolios
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This episode examines the financial planning implications of tokenized real estate (RWA), focusing on fractional ownership structures, automated rental yield distribution, and the specific tax challenges of on-chain property investment.\n\n- How does the use of an SPV impact the tax classification of tokenized rental income?\n- Can investors utiliz…
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Swamp Notes: Why Trump wants to ‘run’ other countries
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This is a repeat of an episode published on Swamp Notes, a sister podcast of the FT News Briefing on January 9, 2026. Subscribe to Swamp Notes on Apple, Spotify, Pocket Casts or wherever you listen. After a military operation to capture Venezuela's leader, the Trump administration is seeking influence over other regions across the western hemispher…
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Big Picture 2026: Forecasts, Surprises, and Wild Cards
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January 9, 2026 – What’s in store for the markets and economy 2026? From wild market forecasts to the rise of AI CEOs and even regime changes, the 2026 outlook is packed with surprises. In our biggest show for the year, Jim Puplava dives into Wall Street...By [email protected] (Financial Sense)
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Fastest Four: 5 Smart Money Moves to Kick Off 2026
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Looking to kick off 2026 with better financial habits? In this week’s Fastest 4 Minutes in Finance, Scott Inman breaks down 5 smart money moves backed by real data that can help you build momentum toward long-term financial independence.We cover practical steps you can take right now, including:- How to set realistic financial goals that stick- Way…
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Year of the Fire Horse: Mish Schneider on 1966-2026 Parallels
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Jan 9, 2026 – Mish Schneider joins Jim Puplava to discuss striking parallels between 1966 and 2026, from potential market peaks to social upheaval and protests with a mid-year election on the way. They explore broadening rallies, commodity surges...By [email protected] (Financial Sense)
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1126-Friday Q&A: How Goes the New Business, Foreign Currency Transaction Amounts, A Day in the Life of Joshua, etc.
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On today's Friday Q&A we cover: 1:00 How things are progressing with Life of Fred 14:47 How much foreign currency to have after moving abroad 28:39 A day in Joshua's life The Future of the Retirement Course
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Market Recap: Insights From Marko Papic, Jacob Shapiro, Jonathan Wellum, Steven Feldman & Marc Faber
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💡 Do you have investment concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at: https://bit.ly/3L5stoUIn this week’s edition of Wealthion’s Weekly Market Recap, we highlight key insights from our expert guests:- Marko Papic & Jacob Shapiro: explore where investors may find opportunity as the eras of passive, “set-it-…
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Matt's Markets on the Move Q4: January 2026
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SHP Financial Co-Founder, Matt Peck, CFP®, CIMA®, and Lead Advisor, Laura Russo, sit down for their quarterly market update. Matt and Laura will take a look back at 2025, discuss the current state of the markets, where we are headed, and what this means for your future and finances. Visit shpfinancial.com for more information!…
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What's Changed About Retirement in the Last 10 Years
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How has retirement changed over the last decade, and why does it matter now? If you're planning for retirement the same way people did ten years ago, you may be relying on assumptions that no longer apply. In this episode, Nick and Jake discuss how retirement planning has fundamentally shifted over the past decade and what those changes could mean …
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01.09.26 Clark Answers His Critics on Clark Stinks / The Future Of Auto Insurance
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in this episode - After years of increases, there’s potentially good news on the auto insurance front. Clark looks at industry trends that point to lower costs for car insurance. Clark Stinks: Segments 1 & 2 Auto Insurance Prices: Se…
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Higher interest rates have ushered in an era where income opportunities abound. That’s following years of parched cash flow streams and low rates, especially in fixed income. However, risks like stubborn inflation and elevated stock valuations exist. Morningstar researchers believe it’s important to identify income opportunities that could be resil…
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What's IN And What's OUT in Personal Finance for 2026
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What you don't do with your money matters just as much as what you do. In this episode, I break down what's officially out in personal finance for 2026 — from late fees and unnecessary taxes to money shame and silent stress — and what we're intentionally replacing it with. We're focusing on habits, systems, and decisions that make money feel easier…
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2026 DeFi Tax Compliance: Liquidity Pools, Yield Farming, and Wrapped Tokens Strategy
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This episode explores the rigorous tax compliance requirements for DeFi activities in 2026, focusing on the characterization of liquidity pool entries, yield farming income, and the tax implications of using wrapped tokens and cross-chain bridges.\n- How does the IRS characterize the exchange of assets for LP tokens in 2026?\n- Are rewards from aut…
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Our Annual Magic 8 Ball Predictions for 2026 (SB1788)
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It's that time of year when we look ahead, squint confidently into the future, and pretend we have any idea what's coming next. In this annual Stacking Benjamins tradition, Joe Saul-Sehy welcomes back Mindy Jensen from the BiggerPockets Money Podcast, Len Penzo of LenPenzo.com, and OG for the predictions episode that blends money talk, pop culture,…
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How to Reach Coast FIRE (The Relaxed Way to Retire!)
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51:07
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What if you didn't have to save 70% of your income to retire early? What if you could hit a number in your 30s, ease off the gas, and still reach financial independence—without sacrificing your present life? That's Coast FIRE, and today's guest Andy Hill is the perfect example of how it works in real life. Andy hit his Coast FIRE number in his late…
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Glencore and Rio Tinto resume mining megamerger talks, protests in Iran over economic conditions are the largest in years, and the US trade deficit narrowed to its lowest level since 2009. Plus, is there a right way for chief executives to exit a company? Mentioned in this podcast: Glencore and Rio Tinto resume talks on mining megadeal Iran protest…
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What Investors Get Wrong At The Start Of Every Year And How To Avoid It In 2026
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A new year is here and so is a fresh look at what lies ahead for investors. In this episode, the WWM Financial team kicks off 2026 with a recap of how markets wrapped up 2025, why the strong start to January matters, and what volatility could mean in the months ahead. The conversation dives into headlines about potential market "crashes," interest …
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In this Planning Aces special episode, CFO Thought Leader brings together three finance executives operating in very different industries—but facing remarkably similar planning challenges. David Lee of WEBTOON, Cristina Kim of Octaura, and Zane Rowe of Workday share how FP&A has evolved from a periodic planning function into a continuous decision s…
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Marc Faber Returns: My 2026 Prediction Is “Doom” (Sell US Stocks)
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💡Overexposed to U.S. stocks? Marc Faber explains why U.S. markets look expensive relative to the rest of the world. Find out if you’re too concentrated with a free portfolio review from Wealthion’s endorsed financial advisors: Marc Faber joins Maggie Lake to explain why he believes 2026 is likely to be a difficult year for U.S. markets after decade…
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Like every new year, 2026 comes with a few new changes. Let's talk about what you need to know about the year ahead and how to prepare for it financially. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Like every new year, 2026 comes with a few new changes. Let’s talk about what you need to know about the year ahead and how to prepare for it financially. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500By Kevin Wray
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How Do You Live Your Best Life? (Rebroadcast)
15:24
15:24
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Angela discusses how to live your best life by identifying and committing to your core values. She emphasizes the importance of clarity, communication, and commitment in aligning your decisions with your values. The episode provides a framework for listeners to define their core values and integrate them into their daily lives and financial plannin…
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"Subject To" Financing: Risks and Benefits
16:27
16:27
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In Episode 80 of the Real Life Planning Podcast, Cynthia Meyer, CFP®, CFA®, ChFC® reviews the creative strategy of "subject to" financing, where an investor takes over payments on a seller’s existing mortgage without assuming the loan. Cynthia breaks down how it works, who it's for (hint: definitely not beginners), and the legal and financial risks…
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Cryptocurrency Estate Planning: Stepped-Up Basis Strategies and Executor Reporting Compliance
3:59
3:59
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This episode explores the technical and legal requirements for passing digital assets to the next generation, focusing on tax optimization and security. We analyze the critical role of the stepped-up basis rule in minimizing capital gains taxes for heirs and the administrative burdens placed on executors under current federal regulations.\n- How do…
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One small change can make a huge difference. Jesse shares a recent experience with his strength training. After stagnating and failing to make gains for a long while, he read about a simple post workout drink consisting of protein and dextrose powder. He tried it, felt his recovery jump through the roof after a few workouts, and started making gain…
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#186 - "Hot topics" edition...Andy and Cody Garrett talk about ACA tax credits, Roth conversions, tax gain harvesting, paying taxes in retirement, using HSAs and MORE!
1:29:17
1:29:17
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Andy and Cody Garrett from Measure Twice Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Affordable Care Act ("ACA") tax credits and income "cliffs" in tax planning ( 08:13 ) Doing Roth conversions vs tax gain harvesting ( 22:30 ) Paying taxes in retireme…
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The US wants to control Venezuelan oil sales ‘indefinitely’ but the ‘catastrophic’ state of the Latin American nation’s crude facilities presents several hurdles. Plus, President Donald Trump banned institutional investors from buying single-family homes, and the UK and France pledged to deploy troops to Ukraine as part of sweeping US-backed securi…
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241. Greenland’s magnetic attraction: why Trump wants it all for himself
44:00
44:00
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Why is the Trump land grab is as much about the economic war with China as it is about defence? How is his obsession with Greenland linked to magnets vital to energy, missiles and communication? And why are the PayPal mafia in lead roles? Steph and Robert assess Trump’s empire building and whether Kier Starmer has finally discovered how to be cheer…
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U.S. Debt Wall, War Risk & The Market Reckoning: Steven Feldman’s 2026 Outlook
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📘Read Steven Feldman’s full 2026 Outlook for a deeper look at the risks and realities that will shape investing, macro, markets, and geopolitics this year: https://wealthion.com/hubfs/Reports/2026Outlook.pdf Steven Feldman, CEO and Co-Founder of Wealthion, joins Maggie Lake to share his 2026 outlook and explain why markets may be entering a period …
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What 2025 Taught Us About Investing (And Why “Normal” Matters)
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For first-time listeners, welcome! In this opening episode of the year, Paul Merriman—founder of the Merriman Financial Education Foundation—looks back at 2025 to uncover what the markets taught us and how those lessons can help do-it-yourself investors make better decisions going forward. Despite endless predictions about what markets should do, P…
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095: 2026 Market Outlook: Reasons to Be 'Uncomfortably Bullish' on the Economy and AI with Michael Arone
54:24
54:24
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It's a new year, and financial uncertainty continues to be a pressing topic for investors. Questions around interest rates, inflation, tariffs, artificial intelligence, and global market stability continue to dominate headlines, leaving many retirees and pre-retirees wondering how to position their portfolios for what comes next. That's why we're i…
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Tell Your Story with Jonathan Capehart
1:00:43
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Pulitzer-Prize-winning journalist and MS NOW host Jonathan Capehart joins the show to discuss his memoir, Yet Here I Am. Michelle and Craig turn the tables and learn more about how Jonathan ended up in journalism— from his childhood shuttling between New Jersey and North Carolina, to his early career in the New York, and his experience as a gay Bla…
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#260: Chris distills the most powerful lessons from over 50 episodes in 2025 into 10 actionable takeaways that changed how he thinks about money, time, health, relationships, purpose, and more. Link to Full Show Notes: https://chrishutchins.com/top-takeaways-2025-optimize-money-travel-life Partner Deals Gusto: Free 3-month trial of the #1 payroll s…
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01.07.26 What Early Tax Filers Need To Know / When To Take Social Security
28:41
28:41
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This time of year tax forms start landing in your mailbox. Clark clears the confusion and misinformation around the IRS’s Direct File vs Free File offerings. Also, a topic sure to generate a lot of Clark Stinks - Clark’s opinion on why you should wait until age 70 to take social security - with two exceptions. Tax Filing Changes: Segment 1 Ask Clar…
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Spot Bitcoin ETF Taxation: 1099-B Reporting and Wash Sale Rules for 2026
3:46
3:46
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This episode examines the tax complexities of spot Bitcoin ETFs as we enter the 2026 tax season, highlighting the differences between grantor trust structures and direct asset ownership. We focus on the application of wash sale rules to digital asset securities and the importance of proactive cost-basis management for high-net-worth investors.- How…
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