show episodes
 
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.
 
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
 
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.
 
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. www.TheRealMoneyPros.com
 
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The Wealth Fix

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The Wealth Fix

Ryan A. Hughes & Peter Campbell

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Weekly
 
Start your journey towards financial freedom as Ryan A. Hughes, and Peter Campbell explore topics ranging from personal finance to investing tips to the macroeconomic landscape. Our goal is to provide actionable guidance in under 15 minutes. We don't have time for 60-minute episodes; I'm sure you don't either. To learn more about our show, The Wealth Fix, please visit us at https://thewealthfix.com/. Ryan and Peter are financial professionals at Bull Oak Capital, a fiduciary financial adviso ...
 
Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser 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, XY Adviser recommends obtaining financial advice from a qualifi ...
 
Join Jen Hemphill, Latina Money Expert each week on this mixed language podcast for your dose of money confidence. You get down-to-earth interviews from la comunidad Latina and solo episodes sharing simple actionable tips and strategies you can use right away. Grab the free Daily Dinero Ritual to start your day with confidence around your finances www.jenhemphill.com/dinero
 
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 ...
 
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 CASH Podcast

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The CASH Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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The CASH Podcast is aimed at educating Business Owners, Entrepreneurs, and Executives on how to get smarter and more knowledgeable when it comes to their finances, as well as their retirement planning and investment management. We want to teach people how to live wealthier, more educated, successful, happier lives! The podcast focuses on topics including, but not limited to: -How to Make Work "Optional" -Earning Money and Putting it to Work! -Personal Interviews with thought leaders, CEO's, ...
 
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Accelerating Your Wealth

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Accelerating Your Wealth

Rebecca Robertson - The Wealth Creation Coach

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Weekly
 
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 ...
 
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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Marketing and Finance (MAF) Podcast

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Marketing and Finance (MAF) Podcast

Roger Edwards interviews great people from Marketing and the world of Finance

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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 ...
 
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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Ask Ralph

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Ask Ralph

Ask Ralph Media, Inc.

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Looking to take your financial knowledge to the next level? Whether you are looking to save taxes or improve your business, Ask Ralph will bring you new information designed to make the complex simple and give you real-world advice.
 
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.
 
Welcome to the podcast series from Joslin Rhodes Pension & Retirement Planning. Here you’ll discover the importance of planning for a brighter, happier future. Over the course of this series, we’ll share real advice for real people. You’ll hear practical tips and first-hand accounts, and you’ll discover how this can make a genuine difference… to your future.
 
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show series
 
In this episode, Peita is joined by Nick Topham, Founder of ProductRex. They chat about the conception and creation of the investment product research system, who the ideal user is, and how the drive for greater efficiency is continuing to improve the software. ProductRex Website: https://www.productrex.com.au/ Nick Topham LinkedIn: https://www.lin…
 
Of course, you want to protect your family and your savings from unforeseen consequences, but is life insurance the best option? Can life insurance be an investment rather than a cost? In today's episode of the Rational Reminder Podcast, we take a look at everything life insurance and dig into some hard-hitting research on the subject. We break dow…
 
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss how retirement plan rollover works. They also discuss your rollover options, including but not limited to the pros and cons of using an IRA as a rollover vehicle, and what options may be beneficial to your long-term goals.…
 
Do you feel guilt because you bring in less than your significant other? Or maybe you aren’t sure if you should use a balance transfer to pay a credit card debt? Today, in this solo episode, I am going to answer these two questions in depth so you can make the best decision for you and your household. Enjoy this episode! Don't hesitate to ask me an…
 
We think it is safe to say that TikTok's financial advice can be pretty awful. Put all your savings into Bitcoin because it is going to be $1,000,000? Buy an Indexed Universal Life Insurance policy for your 16-day-old baby? Cash Value Life Insurance is "off the radar" of the IRS? Ryan and Peter react to some outrageous and terrible financial advice…
 
This special show includes two fellow professionals and friends that our advisors have grown relationships with, each with their own area of expertise. In the first hour, Dave Perry joins Brian and Nic to give insight on the overall landscape of the real estate market. Buying with rising interest rates, current home prices, and reverse mortgages. "…
 
The housing affordability crisis in Australia is putting immense pressure not only on home buyers and owner-occupiers but now on renters as well... Is the solution to Australia's property woes really just to build build build? In this episode, Chris Leishman, professor of Property and Housing Economics, joins us to talk about the current housing an…
 
This week we cover the Bank of England's policy U-turn, Australian Retail Sales, US PCE data, Optus's data breach, TPG/Telstra's regional network sharing deal, and Universal Store. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: ht…
 
Talks around China usually have a fearful and uneasy undertone, mostly because the country has been seen as a threat to the United States in recent decades. But are they as big of a threat as we've been told? Especially in terms of their economic stability, we're not sure they can even handle their own. Nic discusses real estate, trade, and politic…
 
In the final week of our Financial Detox, we will be looking at the more holistic view of your financial situation. Take the Financial Well-being Assessment quiz here: https://evolutionfinancialplanning.co.uk/financial-well-being-quiz Feel free to join my Facebook Community and you will find inside all replays from the previous weeks of our 4-week …
 
This week Peita talks to Matthew Mensforth, Head of Product - Advice at Iress. They take a deep dive into the Iress suite of tools, along with Xplan and LAB. Iress Website: https://www.iress.com/ Iress Community: https://community.iress.com/ Matthew Mensforth (Iress) LinkedIn: https://www.linkedin.com/in/matthew-mensforth-b7469b5/ Curiosity Corner …
 
Do you feel like you have a good grasp of financial markets? Think again! In this episode, we take a plunge into the world of financial markets with experts Jules van Binsbergen and Jonathan Berk. Jules is a Professor of Finance at the Wharton School of the University of Pennsylvania and Jonathan is a Professor of Finance at Stanford Graduate Schoo…
 
The trend is your friend. Well, sometimes – but looking at what the stock market has done in the past can teach us some very valuable lessons about how to invest today. Nic shows why now would be the worst time to pull out your investment dollars. Since World War II, there have been five significant bear markets. Each having something in common wit…
 
When it comes to financial stability or financial freedom, we all deserve to have the tools to achieve it, regardless of gender, age, sexual preference, or race. But the reality is that each group or community has its own challenges in achieving financial equality. This financial inequality also contributes to hidden and higher costs for them. Toda…
 
For the first time in recorded history, California's population has declined. Perhaps you have moved or are considering moving out of the state. If so, it is extremely important to change your residency correctly to avoid California state income tax. Show note, links, and resources: https://thewealthfix.com/how-to-change-california-residency/ Want …
 
Hear Dr. Isaac Poole, CIO of Oreana, share how his interest in economics launched a career that took him around the world, spanning government and corporate roles in economic strategy, before finally moving into the wealth profession. Isaac offers guidance for those starting their career and shares the importance of mentoring for the industry as he…
 
You're looking at the markets and your portfolio and asking, "What the hell is going on?" Can we blame it on one person or thing? Brian believes our nation has become too entitled... Right now, the stock market is exposing itself to everyone – showing us that there is opportunity everywhere. Brian and Jeremiah debate whether buying or leasing a veh…
 
Are you a small business owner who has been feeling overwhelmed when it comes to payroll? If you do, this is definitely the episode for you. There is a payroll solution that can help you from your phone and within minutes. And as if that were not enough, it provides assistance 24/7 in English and Spanish. This app is called “Roll by ADP”, and our g…
 
Suburb Help is back and in today’s episode, we talk about the top ranked streets in the suburb! Whether you’re a prospective buyer or a home-owner thinking of selling, knowing the street’s value range can help you make informed decisions about your property investment. Our resident data geek Kent Lardner has got you covered with his latest report o…
 
Liz Truss and England follows suit with the U.S. and raises interest rates 2.25%, meanwhile unbanning oil fracking to combat their energy issues. Gold turns out to not be a great hedge against the market as many claim and Ford makes it more difficult for dealerships to sell EVs… Resources: https://www.marketwatch.com/story/gold-retreats-to-2-year-l…
 
This week is about looking at the bigger picture. For a lot of people at the moment, it might just be a case of living from week to week and getting by, trying to pay the bills and put food on the table but there is also a need to consider planning for the future goals. We want to put some money aside for our future goals and general expenses. Feel…
 
Critics of blockchain often say that it is nothing more than a database, but today’s guest, Ari Juels, has a different opinion. His technical expertise (he is a Professor of Computer Science at Cornell Tech), combined with his ability to understand both sides of a divisive topic like this one, make for a very insightful conversation about Bitcoin, …
 
In this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth's 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space. Netwealth AdviceTech Report: https://www.netwealth.com.au/web/insights/netwealth-2022-advicetech/ Matt Heine LinkedIn: https:/…
 
Adam welcomes Helen Yee, co-founder and CFO of the American Institute of Alternative Medicine (AIAM) for another installment of How I Built It. Born in Hong Kong and raised in Columbus, Helen knew she wanted to be a business owner from a young age having grown up in her family's Chinese restaurant. While becoming a Licensed Massage Therapist and fo…
 
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, talk about pensions and how you can use your pension to elevate your retirement plan. Mike and Valerie discuss the factors to consider when thinking about your pension, risk factors and the other pension options that may be availa…
 
The type of assets which usually come to mind when considering investments are stocks, bonds, or cash, but what are the alternatives? And what kind of returns do alternative asset classes offer? In today’s episode, we delve into the returns which can be expected from alternative asset classes such as private equity, venture capital, angel investing…
 
Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess to chat about the concept of retirement, how people can continue to bring purpose and meaning to their life post-work, and what advisers can do to help our clients through the transition. Natalie Yan-Chatonsky LinkedIn: https://www.linkedin.com/in/…
 
Never underestimate the power of thoughts, because your mind is the one that can encourage you to take action or stay still and this can affect or help in all aspects of your life. Working on your mindset and healing your money wounds will get you where you want to be. Today's guest, Gigi Diaz, is here to expand on these topics further and help you…
 
You’ve worked your whole life to get to this point, so let’s not screw it up now! Nic gives six tidbits to think about as you near your final five to ten years of your working years. These tips relate to finances in one way or another, but they’re mostly pieces of advice to help make your retirement life as fulfilling as possible. Quality of life i…
 
If you’re a photographer you know how hard you work to get the perfect shot. Between creating an ideal lighting scenario, mastering composition, choosing the correct lens, and ensuring your photo sessions run smoothly– you tell a story unlike any other. Many people don’t understand the astronomical amount of post-processing work that happens before…
 
The Federal Reserve is crushing stocks. And bonds. And gold. And just about every other asset class out there. Inflation is raging and the Fed is doing everything it can to bring it under control. We discuss how the Fed accomplishes this and what it means for your portfolio. Show note, links, and resources: https://thewealthfix.com/the-fed-is-crush…
 
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