A weekly reality check on sensible investing and financial decision-making, from two Canadians. Hosted by Benjamin Felix and Cameron Passmore, Portfolio Managers at PWL Capital.
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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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The Legal Paige® Podcast is a weekly interview show featuring legal, finance, and business tips for creatives and online businesses. We cut through the legal mumbo jumbo and make “scary” things like taxes, finances, business structures, and contracts EASY. You’ll hear from industry leaders on specific topics, and will walk away with bite-sized action steps for making your own entrepreneurial dreams come true. Grab a cup of coffee (or your fave adult beverage) and let’s make your business leg ...
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Are you a Christian longing to honor God in every aspect of your life, including your finances? The Ask Ralph Podcast is your guide to finding financial freedom, making wise money decisions, and aligning your resources with your faith. Your host, Ralph Estep, Jr., brings a unique combination of expertise and genuine experience to the table. He's an accountant, a business coach, a podcast host, an author, a farmer – but above all, a husband, father, and a man seeking to follow Jesus wholehear ...
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The Elephant In The Room Property Podcast | Inside Australian Real Estate
Veronica Morgan & Chris Bates
Who's really in control when you buy a property? The Elephant In The Room is where the things that no one wants to talk about, actually get talked about. Veronica Morgan, real estate agent, buyers agent and co-host of Foxtel’s Location Location Location Australia & Chris Bates, financial planner, mortgage broker and wealth coach have joined forces to find out what’s really going on in the world of real estate. Veronica and Chris talk to property owners and buyers every day in their respectiv ...
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The ultimate guide to ETF investing for Canadians. Hosted by Justin Bender of PWL Capital.
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Do you want to learn how to secure the bag beyond your 9-5 and break away from the traditional ways of managing money? If you’re nodding your head yes, then join Sierra K. Howard and her dope ass guest, who are millennials of color, securing the non-traditional bag. Tune in every week for a new money session where you will learn actionable money strategies that will help you finally live financially free without restrictions!
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Musicians, I mean uh… entrepreneurs, Ethan and Eric discuss finance but mostly other stuff.
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Start your journey towards financial freedom with The Wealth Fix as Ryan A. Hughes and Peter Campbell, explore topics ranging from personal finance to investing tips to the macroeconomic landscape. Nothing here should be considered financial advice. See our disclosures here: https://bulloakcapital.com/disclosure/ Get started today → https://bulloak.com/
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This is the first of several financial moments on the topic dealing with inflation and high interest rates from a biblical perspective.
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Interview of Tom Copland with Jeff Lutes
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Introducing the Accelerating Your Wealth podcast, a straight talking, motivational and informative podcast designed to keep you up to date on all things to do with your money, and crafting the financial future of your dreams.' Your host Rebecca Robertson is a Wealth Creation Coach for Savvy Women. 'As women, it can be a struggle to fit everything in! We know moneys important but where's the time!? This podcast is here to help! We get straight to the point. Talking openly, honestly and giving ...
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Biblically-Based Estate Planning to help you avoid the long-term effects of financial mismanagement. Learn how to plan your financial future through estate planning, investments and insurance. Learn what exactly is advanced estate planning and how it can help you protect the people in your life.
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More Than Money, hosted by a financial coach Ross Marais. On this podcast we have real conversations about lifestyle, money, and business. Our podcast is dedicated to helping ambitious young professionals and entrepreneurs achieve their financial and personal goals. On this podcast, you'll find expert advice on personal finance and interviews with successful entrepreneurs. We cover a wide range of topics, from saving strategies and investment tips to work-life balance. So, if you're ready to ...
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Lorne Robinson-Part 1-Overview-Financial Management God's Way
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Dealing with Inflation and High Interest Rates from a biblical perspective
Copland Financial Ministries
Dealing with Inflation and High Interest Rates from a biblical perspective
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Pastor Don and Tom-Dealing with Inflation and High Interest Rates from a Biblical Perspective
Copland Financial Ministries
From September 18 to October 9, Tom Copland and Pastor Don Symons will be teaching God's Word on finances . This will take place at Westney Heights Baptist Church, Ajax, Ontario, Canada. People can attend in-person at the church or online.
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1
Marketing and Finance (MAF) Podcast
Roger Edwards interviews great people from Marketing and the world of Finance
What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: • How you can keep your Marketing strategy and communications simple • How you can grow your business ...
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How Can You Balance Wealth and Generosity Biblically?
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When balancing wealth and generosity, have you ever felt torn between enjoying financial success and staying true to your Christian values? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he discusses how to navigate this challenging yet important aspect of Christian living. How Do I Balance Money, Possessions, and Generosi…
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1
How Can Small Business Owners Increase Their Company's Value?
36:58
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Are you a small business owner feeling stuck and unsure of how to increase the value of your business? Do you find yourself overwhelmed by the day-to-day tasks and unable to step back from operations? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. and guest David Chudyk, as they discuss the challenges many entrepreneurs face …
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In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk
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Should You Put Money Down on Your Next Car Purchase?
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When deciding on a car purchase, have you ever felt torn between making the financially optimal choice and the option that would give you the most peace of mind? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he discusses whether to make a down payment on your next car purchase. Should You Put Money Down on Your Next Car P…
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AdviceTech Podcast #88 - Simply Advice Websites
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In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do's and don'ts of creating a great advice website, the importance of creating a seamless experience, enhancing lead qualification and prioritisation, and how websites can be optimised for better client engagement. Jacqueline Barton LinkedIn: …
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Episode 310 - Professor Antoinette Schoar: Consumer Finance, Crypto, and Private Equity
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There is a huge range of factors that can impact our investment decisions, whether we realize it or not, from our level of financial literacy to our political affiliations. This is borne out in research conducted by today’s guest Professor Antoinette Schoar, the Stewart C. Myers-Horn Family Professor of Finance at MIT Sloan. Today, Antoinette joins…
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What Really Happens If You Cheat on Your Taxes?
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Have you ever been tempted to cut corners on your taxes? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he discusses common tax evasion methods, how the IRS catches tax cheats, and the severe penalties for intentional tax fraud to encourage listeners to file their taxes honestly and with integrity. What Really Happens If Y…
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Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned his business from holistic advice to focus solely on insurance advice through redesigning processes with technology, charging fees upfront, and marketing strategies to grow through referrals and content while discussing challenges of remote work an…
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Leveraging AI for Business Success: Insights from AI expert Verena Weber
37:32
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …
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Are You Prepared for the Unexpected Expenses of Maintaining a Home?
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Imagine you finally get your dream house. You got approved for a mortgage, signed all the papers, and now you have the keys in your hand. But wait, is owning a house really that easy? What about all those extra costs that might pop up unexpectedly? Well, in this episode of the Ask Ralph podcast, Ralph Estep Jr. is going to talk about all those hidd…
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169. Interview with Hayley Paige: How She Reclaimed Her Brand Name and Her Advice for Legally Protecting Yourself as a Creator
38:49
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When your brand and creative freedom are on the line, how do you fight back? Hayley Paige’s story is a masterclass in resilience. I am so excited to welcome Hayley to the podcast today as she reflects on her early career in the wedding fashion industry, the legal dispute over her trademark, and how she emerged stronger, reclaiming her identity and …
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When to Make the S-Corp Election: Insights w/ Shahar Plinner (6/15/2024)
41:28
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We are joined by Shahar Plinner, the CEO and founder of Formations, to delve into essential tax planning and business structuring strategies for small business owners. We discuss the significant benefits of transitioning to an S corporation, including reduced self-employment taxes and simplified financial management. Learn how Formations offers com…
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Addressing Client Affordability Concerns in Insurance #1
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In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proa…
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Addressing Client Affordability Concerns in Insurance #2
47:12
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In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumstances, and learning preferences through personalised o…
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Addressing Client Affordability Concerns in Insurance #3
36:01
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In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-o…
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Addressing Client Affordability Concerns in Insurance #4
37:36
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In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They explore global insurance challenges and opportunities for streamlining the advice process through innovative use of data and technology, focusing on the importance of linking insurance to important financial obligations like mortgages. D…
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1
How FDIC Insurance Protects Your Bank Deposits?
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Have you taken the time to verify that your bank accounts are fully covered by FDIC insurance? What steps would you need to take if your deposits exceeded the $250,000 insurance limit? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he discusses the important but often overlooked topic of FDIC insurance and its crucial role…
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How to Properly Protect Your Assets (6/15/2024)
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In this episode of The Real Money Pros, host Brian Wiley and attorney Steve Rausch from Gravis Law explore key topics in estate planning and asset protection. Steve explains the differences between wills, which go through probate, and trusts, which can avoid probate if properly set up. They discuss the importance of titling accounts and designating…
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Engine Room Podcast #37 - Iain Rogers
1:04:54
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In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his journey into financial planning, growing Nestworth through acquisitions and partnerships while prioritizing clients. They also talk through the evolving landscape of financial planning, and the importance of personal experience and…
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1
How to Navigate Credit Card Offers Wisely and Avoid Common Traps
8:46
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Have you ever been enticed by a credit card offer that seemed too good to be true? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he dives into the world of credit card perks, helping you separate the blessings from the burdens. Discover how to maximize credit card benefits while avoiding the pitfalls that can lead to debt…
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168. Breaking Down the Hayley Paige Lawsuit and Why It Matters to You
46:12
46:12
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Can a name trademark cost you your business? In just a few days, you’ll get to hear from Hayley Paige herself, but in the meantime I am catching you up on what happened in one of the most high-profile legal cases in the fashion industry. We'll unpack key takeaways about owning your social media accounts, knowing your contracts, long-term business s…
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1
What 2024 Property Forecasts Got Right – And Wrong: Mid-Year Review
53:27
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Wondering how the 2024 property forecasts are stacking up so far? Tune in to our mid-year review as we dive into the real estate predictions that nailed it and the ones that missed the mark. In this episode, we dissect the key trends, market shifts, and unexpected twists that have shaped the housing landscape in the first half of the year. Today, w…
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Investment Podcast #13 - Residential Real Estate
37:21
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In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to discuss the Australian residential housing market as an investible asset class. Homeownership is the longstanding Australian dream, but one which is increasingly out of reach for many. Innovation in this space has opened up a variety of new pa…
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How to Prepare for a Fear-Free Retirement with Practical and Spiritual Guidance
10:31
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Does the thought of retirement fill you with excitement or dread? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he addresses common fears retirees face, such as outliving savings, healthcare costs, inflation, and loss of purpose. Learn how to overcome these fears with faith-based guidance and practical financial strategie…
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Are you confused about what to do when your car lease ends? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he addresses the common dilemma faced by many: what do I do when my car lease ends, should you turn in your leased car, buy it, or lease another one? Ralph discusses the pros and cons of each option, providing valuabl…
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How go I get my adult children to leave the nest?
10:41
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Do you have grown kids living at home and you're finding it challenging? Want to help them move out and become independent but not sure how to do it in a kind and supportive way? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he explores 10 practical yet biblically grounded strategies to help your adult kids spread their w…
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In 2024, Should You Rent or Buy Your Home?
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Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host Michael MacKelvie, wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership.…
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AdviceTech Podcast #87 - LivePreso Advice
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This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI and data integration to create interactive financial advice presentations that improve client engagement and compliance while saving advisors significant time. Aaron Cooper LinkedIn: https://www.linkedin.com/in/aaronscooper/ LivePreso Website: …
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How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2
38:49
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In part two of "Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing," financial expert Adam Koos shares essential tips for safeguarding your investments. This episode covers the dangers of insurance agents posing as wealth managers, revealing how their advice may prioritize their profits over your financial goals. Adam also dis…
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Episode 309 - Are Robo-Advisors Passive Investors?
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When robo-advisors first came onto the scene, they were pitched as an easy way to access index funds. These digital platforms provide algorithm-driven financial planning and investment services, with little to no human supervision, and typically use passive investment strategies. But while this technology has revolutionized access, not all robo-adv…
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What are Required Minimum Distributions or RMDs?
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Are you confused about Required Minimum Distributions and how to manage them effectively in retirement? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he addresses common problems retirees face regarding RMDs, such as heavy tax penalties for non-compliance and uncertainty around minimizing taxes. Navigating RMDs for a Stre…
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Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, and his goals of providing pro bono advice to help families with children with disabilities through personal client service, marketing strategies, and philanthropic partnerships. Robert Rich LinkedIn: https://www.linkedin.com/in/robertrichfa/ …
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Future-Proofing Financial Planning with Fintech Expert Jason Pereira
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data…
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Could AI in Lending Hurt Your Chances of getting a loan?
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Want to know how AI is changing the way lending works? Curious about the effects of algorithms assessing your creditworthiness? Join Ralph Estep Jr. in this episode of the Ask Ralph Podcast as he explores the intersection of AI and lending and the balance between technology and human empathy. Technology, Human Touch, and Christian Principles: AI an…
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167. The Legal Paige 2.0: BTS of My Maternity Leave, Team Expansion, and What’s Ahead
55:37
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Welcome to The Legal Paige Podcast, Era 2.0! After taking a little hiatus from the podcast (because it simply didn’t feel aligned) I’m back with a CLEAR vision on what I want for this podcast moving forward. The gist? While I love love love sharing legal content, I also want to share a bit more about my business mindset, CEO mindset, and business t…
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Setting Limits on Smartphone Use to Help Children Thrive in a Digital World
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Are your kids addicted to using their smartphones? Tune in to this episode of the Ask Ralph Podcast with Ralph Estep Jr. as he discusses concerns that excessive smartphone use can negatively impact children's development. The Alarming Effects of Smartphone Overuse on Children with Ralph Estep, Jr. In this episode of the Ask Ralph Podcast, host Ralp…
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