))
The Retirement Trainer with Ed Siddell: A podcast about helping you find ways to become financially fit for your future, no matter what kind of shape you’re in now.
…
continue reading
Creating Wealth is an in-depth conversation between Bill Taber, an experienced financial advisor, and his millennial daughter about personal finance, investing, and financial planning.
…
continue reading
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 ...
…
continue reading
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
…
continue reading
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
…
continue reading
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.
…
continue reading
Hosted by 3D/L Capital Management, LLC. we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovativ ...
…
continue reading
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
…
continue reading
I
InvestTalk
1
InvestTalk
Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to b ...
…
continue reading
Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
…
continue reading
The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.
…
continue reading
C
Caffeine And Cash Flow with Michael Schulte
1
Caffeine And Cash Flow with Michael Schulte
Michael Schulte
Welcome to the Caffeine & Cash Flow Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks draining YOUR energy and YOUR portfolio? If you need need help planning how to tackle these financial headwinds, then this is the show for you! New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at CaffeineCashFlow.com. Or call 702-767-4897.
…
continue reading
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
…
continue reading
K
Kitces and Carl - Real Talk for Real Financial Advisors
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.
…
continue reading
Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
…
continue reading
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 ...
…
continue reading
F
Financial Symmetry: Balancing Today with Retirement
1
Financial Symmetry: Balancing Today with Retirement
Chad Smith, CFP® and Mike Eklund, CFP®
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
…
continue reading
The Advisor Development Show is a digital mastermind network for the best financial professionals across the country. Join your host, Karl Hoover, as he interviews the brightest minds across the financial landscape every episode. Karl has been with Financial Independence Group for more than 20 years and is a senior vice president who enjoys leading advisors through the the worlds of marketing, practice management, product R&D and the various challenges financial professionals face trying to ...
…
continue reading
Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
…
continue reading
The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimatel ...
…
continue reading
Y
Your Wealth & Beyond: The Financial Planning Podcast
1
Your Wealth & Beyond: The Financial Planning Podcast
Andrew Rafal
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
…
continue reading
R
Retirement Inside Out with Tom Lamendola
1
Retirement Inside Out with Tom Lamendola
Financial Independence Group
Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
…
continue reading
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
…
continue reading
P
Physician Family Financial Advisors Podcast
1
Physician Family Financial Advisors Podcast
W. Ben Utley and Nate Reineke
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
…
continue reading
A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Osaic Wealth, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, Infinex Investments, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities Am ...
…
continue reading
Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
…
continue reading
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Osaic Wealth, Inc., SagePoint Financial, Inc., Tr ...
…
continue reading
Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Visit http://www.advisorgroup.com/women-forward for additional information! Securities and investment advisory services are offered through the firms: ...
…
continue reading
B
Balanced Growth Show with Dr. Travis Parry
1
Balanced Growth Show with Dr. Travis Parry
Dr. Travis Parry
Welcome to the Balanced Growth Show with Dr. Travis Parry. We want to help financial advisors and other entrepreneurs across multiple industries achieve balance in their lives. If you're a business owner who has struggled to make time for the important things in your life both in and out of the office, then this show is for you. Join Travis for new episodes each week that will feature interviews with advisors and entrepreneurs from across the country. They'll share their personal stories of ...
…
continue reading
Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
…
continue reading
R
Retire With Purpose - The Retirement Podcast
1
Retire With Purpose - The Retirement Podcast
Casey Weade
The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
…
continue reading
Reclaim your life without losing your edge.
…
continue reading
The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way. Each month we will discuss equities, fixed income, and economic conditions in the following format: what's important? why is it important? and what do we think about the potential impacts? Nik Boucher, Director of Marketing Operations hosts the show while Joe Mallen ...
…
continue reading
D
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
1
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
Brad Johnson
“No man ever steps in the same river twice—for it’s not the same river and he’s not the same man.” – Heraclitus. After spending a two-year hiatus flying under the radar, I’m back. And yes, for those who were wondering, I am alive. During this season, I’ve gotten uncomfortable and experienced more growth than I ever thought was possible. For past listeners of my previous podcast, The Elite Advisor Blueprint®, thank you for giving me the platform to facilitate some of the most important conver ...
…
continue reading
S
Smart Money Insights
1
Smart Money Insights
Smart Money Insights: Retirement and Investing with Rick and Wes White
Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.
…
continue reading
Ann talks to those who are getting Retirement Ready and the topics range from:- setting up income streams for retirement, advice from experts, what people are getting up to in retirement, volunteering, where they are relocating to, health and happiness topics
…
continue reading
Kamal Basra and Tracy Theemes, financial dynamos behind their successful advisory firm in Vancouver, BC (SophiaFinancial.ca). How did they combine their social agenda of promoting economic equality with the pressures and responsibilities of investment management? How do they succeed in this crazy world of media hype and the ever unpredictable capital markets? Join these two wild women as they let you inside their inspiring, empowering world of finance. Listen closely as they share their hard ...
…
continue reading
Welcome to “Wealth Strategy” with Bryan Rigg. Bryan is a celebrated Yale graduate, adding a PhD from Cambridge, a former officer in the Marine Corps, a man of profound integrity and honor, and your wealth professor.
…
continue reading
A
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
…
continue reading
The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
…
continue reading
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
…
continue reading
Preparing for retirement can sometimes feel like you’re gearing up for battle. You have to mount defenses against fees, volatility and taxes while strategizing your balance of risk vs. safety. Like going into real battle, it can be intimidating without the right preparation. But that’s why Certified Financial Planner Jeff Christian is here. He wants to provide you with the armor you need before going onto the financial battlefield. On this show, you'll learn how to plan, protect, and provide ...
…
continue reading
Buying your first home can be one of the most stressful, overwhelming, and expensive experiences in your life. This is why we created The First Time Home Buying Podcast, to make this experience EASY and DELIGHTFUL for you. Our goal is to EMPOWER you, the first time home buyer, with all the information and tools that you need so that you can make a great decision buying your first home.
…
continue reading
T
The Heart Of Your Money: Inspiration For Financial Wellness
1
The Heart Of Your Money: Inspiration For Financial Wellness
Joe Yocavitch
The Heart of Your Money podcast! Join JML Financial's Joe Yocavitch and his son Michael Yocavitch each episode for solid financial and retirement planning guidance. The JML team has been helping families in Cherry Hill and the surrounding communities retire successfully for more than three decades. Each show, they'll explore important financial concepts and teach you how to avoid crucial mistakes as you approach and go through retirement. If you have questions, call the team at 856-751-1771 ...
…
continue reading
Recapture the clear vision and enthusiasm you had before distractions stole your time and energy! On the Distraction-Proof Advisor podcast, we provide real-world-tested solutions and practical steps to help you hone in on what’s important. As a former financial advisor himself, your host, speaker and author Paul Kingsman, understands what financial advisors need to thrive in the real world. And as an Olympic medalist, he knows the challenges and importance of focusing over the long haul to a ...
…
continue reading
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit http://www.mysuccessionplan.com for additional information! Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Adv ...
…
continue reading
Feeling like you relived the entirety of 2022 in September? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II dig into last month’s numbers and spend several good minutes discussing tips for employee open enrollment. Find it Fast: Month-End Financial Update: 00:00—Intro 01:11—Mark…
…
continue reading
T
The Human Side of Money
1
96: Why Advisors Shouldn't Give Advice (And What To Do Instead)
27:47
27:47
Play later
Play later
Lists
Like
Liked
27:47
The relationship dynamic between advisors and clients is shifting. It's shifting away from treating the plan and towards treating the person. The old model was the financial advisor as the "advice giver." Treating the problem by dispensing advice. The new model has the advisor playing the role of "thinking partner." It goes like this: Diagnose the …
…
continue reading
R
Retirement Road Map®
1
041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley
33:31
33:31
Play later
Play later
Lists
Like
Liked
33:31
Once our clients start building their retirement plans, they realize that while they’re probably going to be okay for income, several risk factors could derail their retirement, including healthcare and long-term care. To help explain how life insurance and long-term care are a vital part of any retirement plan, we have SHP’s J. Cawley on the podca…
…
continue reading
Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing solutions and structured approaches. Rich Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Pricing Advice Document: https://app.ensombl.com/posts/resources-pricin…
…
continue reading
P
Physician Family Financial Advisors Podcast
1
Physician retirement planning sucks, now what?
33:49
33:49
Play later
Play later
Lists
Like
Liked
33:49
Imagine a big sack of donuts. Now imagine a big stack of plywood. What do these have in common? They are stories Ben and Nate share on today’s show. While every physician wants to be responsible with money, most physicians come to realize that retirement planning simply sucks. It’s laborious, time consuming and overwhelming. So what do you do? List…
…
continue reading
D
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
1
032: Principles for Scaling Your Advisory Business, Live at Future Proof with Brad Johnson, Kristin Shea & Clayton Alexander
48:31
48:31
Play later
Play later
Lists
Like
Liked
48:31
Today, we’re doing things a little differently. Instead of our usual interview, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival. If you’re unfamiliar, it’s a 4-day event that brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive ne…
…
continue reading
T
The Perfect RIA
1
Raising Your Gaze and Being Coachable with Guest Nic Yeomans
28:39
28:39
Play later
Play later
Lists
Like
Liked
28:39
Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From the seasoned but mediocre to the fresh faces already conquering the industry, Nic and Matt explore the habits, mindsets, and actions that make all the difference. They discuss the pivotal role of mind…
…
continue reading
T
The W Pulse
1
Success Stories: Steps to Being Prepared for Purchasing a Practice
17:59
17:59
Play later
Play later
Lists
Like
Liked
17:59
Two advisors in various stages of purchasing practices talk about the experiences they've had that helped them get prepared to make a transition and purchase a practice.
…
continue reading
I
InvestTalk
1
10-3-2023 – FTX Customers Who Lost a Fortune on the Bankrupt Exchange Are Doubling Down on Crypto
46:44
46:44
Play later
Play later
Lists
Like
Liked
46:44
One investor tells his story of risk-taking resilience, he sold his FTX holdings for pennies on the dollar so he could 'reinvest in crypto'. Today's Stocks & Topics: MCD - McDonald's Corp., PYPL - PayPal Holdings Inc., Saudi Arabia and Russia Are Winning, How to Achieve Appropriate Laddering, URNM - Sprott Uranium Miners ETF, XLU - Utilities Select…
…
continue reading
N
New Focus on Wealth with Chad Burton
1
Insights Into The World of Bonds & Their Implications for Investors
35:10
35:10
Play later
Play later
Lists
Like
Liked
35:10
In this episode of "Joining Me Now" Chad & Rob discuss the complexities of the bond market and the differences between short-term and long-term bonds. Chad explains that bonds are essentially IOUs where investors lend money to the government or corporations in exchange for a rate of return. To gauge the performance of the bond market, Burton sugges…
…
continue reading
In September, everything that could have gone wrong in the markets did go wrong. Will markets remain spooky in October? Find out in this weeks' episode.
…
continue reading
E
Ensombl Advice Australia
1
Strategies to Creating Certainty in Retirement #1
50:30
50:30
Play later
Play later
Lists
Like
Liked
50:30
In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They discuss the major causes of stress leading into and during retirement: loss of income certainty, loss of purpose, client emotions and how advisors can help during this transition. Jenny Brown LinkedIn: https://www.linkedin.com/in/jennyb…
…
continue reading
E
Ensombl Advice Australia
1
Strategies to Creating Certainty in Retirement #2
52:25
52:25
Play later
Play later
Lists
Like
Liked
52:25
In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases.…
…
continue reading
E
Ensombl Advice Australia
1
Strategies to Creating Certainty in Retirement #3
57:08
57:08
Play later
Play later
Lists
Like
Liked
57:08
In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at Sonas Wealth. They discuss their experiences when helping clients transition into retirement, figuring out what's most important to them, and ways they've helped them find a new purpose in retirement. Liam Shorte LinkedIn: https://ww…
…
continue reading
E
Ensombl Advice Australia
1
Strategies to Creating Certainty in Retirement #4
42:00
42:00
Play later
Play later
Lists
Like
Liked
42:00
In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about the impact that advisors can have by providing certainty in retirement, helping to shape their future outlook and mental wellbeing. Natalie Philips LinkedIn: https://www.linkedin.com/in/natalie-philips-782aa177/ Allianz Retire+ Website: …
…
continue reading
W
Wicked Pissah Podcast
1
#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek
55:45
55:45
Play later
Play later
Lists
Like
Liked
55:45
As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have to be. Kathi Balasek is on a mission to help financial advisors relate to a person who is a grieving. …
…
continue reading
S
Success in the New Retirement
1
Matt Deaton Sits with Yale Professor of Finance Dr. Roger Ibbotson
12:35
12:35
Play later
Play later
Lists
Like
Liked
12:35
Matt Deaton spent a few moments with Yale University Professor of Finance Dr. Roger Ibbotson and Director of the Yale Executive MBA program William Goetzmann. They discuss the opportunities within a 60/40 portfolio, decreasing Social Security and how to prepare for upcoming tax changes. For more information on Acute Wealth Advisors or to schedule a…
…
continue reading
T
The Model FA
1
Maximizing Freedom and Minimizing Scrutiny with Michelle Atlas-Quinn
31:40
31:40
Play later
Play later
Lists
Like
Liked
31:40
Michelle Atlas-Quinn, J.D. is the Vice President of RIA Operations for Advisor Law. She is an Attorney licensed by the Colorado Supreme Court to practice law (active registration). She earned her Juris Doctorate from University of Denver Sturm College of Law. Michelle formerly held FINRA licenses Series 7, 63, and 24 and former Colorado life and he…
…
continue reading
I
InvestTalk
1
10-2-2023 – A Recession Might Be Coming, Do You Have a Defensive Strategy?
46:54
46:54
Play later
Play later
Lists
Like
Liked
46:54
Some analysts say that a recession is all but inevitable for the U.S. and, in that kind of environment, investors should be playing defense. Today's Stocks & Topics: PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, NEE - NextEra Energy Inc., T-Bills, Bonds, CPG - Crescent Point Energy Corp., Amazon, Fiscal Dominance, Home Builders, WTI - …
…
continue reading
G
Gaining Perspective
1
Preparing for the Sunset of the TCJA Tax Relief
20:33
20:33
Play later
Play later
Lists
Like
Liked
20:33
Change is inevitable. When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan. One change that is looming is the expiration of provisions that were passed unde…
…
continue reading
E
Ensombl Advice Australia
1
Engine Room Podcast #19 - Drew Burden
1:02:02
1:02:02
Play later
Play later
Lists
Like
Liked
1:02:02
Drew is a Partner and Co-CEO of MBS Insurance. He and Andrew cover the ins and outs of his practice operations, his workplace philosophy, and vision for the life insurance industry. Drew Burden LinkedIn: https://www.linkedin.com/in/drew-burden-137b218/ MBS Insurance Website: https://mbsinsurance.com.au/ Visit The Adviser Portal and partner with Zur…
…
continue reading
R
Retire With Purpose - The Retirement Podcast
1
393: How Dementia and Cognitive Decline Increases the Need for a Comprehensive Longevity Plan with Chris Heye, PhD
58:29
58:29
Play later
Play later
Lists
Like
Liked
58:29
Today, I’m speaking with Dr. Chris Heye, CEO and Founder of Whealthcare Solutions and Whealthcare Planning. Chris is an entrepreneur, writer, researcher, and speaker working in the unique intersection of physical, behavioral, mental, and financial health. His specialty is longevity and cognitive decline risks in retirement, and today’s conversation…
…
continue reading
T
The Perfect RIA
1
A Disturbance In The Force… [Episode 224]
31:45
31:45
Play later
Play later
Lists
Like
Liked
31:45
Micah and Matt are ready for some confessions in today’s episode about exceptions to the rules. And how, by having well-defined systems, you can also have more flexibility when needed. Micah’s sharing two recent situations: a lengthy client meeting and another outside the office - both exceptions to his regular appointments. While these instances s…
…
continue reading
F
Financial Symmetry: Balancing Today with Retirement
1
Should You Roll Over Your Retirement Account to an IRA? Ep #200
30:14
30:14
Play later
Play later
Lists
Like
Liked
30:14
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll explore the options you have, the factors to consider, and the reasons you should and the reasons you shouldn’t roll over your employer-sponsored retirement accou…
…
continue reading
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs.…
…
continue reading
Technology Solutions Consultant Mark Matheny speaks with special guest David Mehlhorn - the VP of Business Development at Redtail Technology. In this episode, you will listen to an in-depth discussion about the most powerful features of Redtail CRM, including cleansing and organization tools. Also learn more about unique identifiers, workflows and …
…
continue reading
C
Creating Wealth
1
Inflation on the Rise: How the Fed Battles Rising Costs
33:14
33:14
Play later
Play later
Lists
Like
Liked
33:14
Join us today as we provide an update on the progress of the Federal Reserve's journey to reduce inflation. We'll explore the implications of recent union strikes, the transformative role of artificial intelligence in the job landscape, and share savvy tips to navigate these soaring prices. As always, please consider sharing this episode with a fri…
…
continue reading
R
Retire With Purpose - The Retirement Podcast
1
392: The Evolution of Retirement: Shifting from a Traditional Work Exit to a Job Optional Life
25:26
25:26
Play later
Play later
Lists
Like
Liked
25:26
This week's retirement readings are from A Wealth of Common Sense titled, The Evolution of Retirement, and from The Long Run blog titled, Why Do We Retire? Listen in as Casey Weade breaks down the articles and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/392. Show Notes: RetireWithPurpose.com/392 Rat…
…
continue reading
T
The Retirement Trainer
1
087: Inflation, Deflation and Overspending: What's Next?
20:21
20:21
Play later
Play later
Lists
Like
Liked
20:21
The more things change, the more they stay the same. We’re still dealing with high inflation and interest rates and the silent recession continues with the average household still feeling the pinch at the grocery stores and gas pumps. And now, the Federal Government says that we’re in a deflationary period while adding $1 trillion to the national d…
…
continue reading
In this episode Amelia chatted with Keith Boyes, Chartered Financial Planner and Managing Director of Spentwell. Here they discussed different strategies for effective communication, what good listening looks like and the importance of empathy in a people-centric approach to financial planning. Join our community: www.nextgenplanners.co.uk…
…
continue reading
T
The Perfect RIA
1
The Real Deal on Investments, Bookkeeping, and Succession Planning
11:33
11:33
Play later
Play later
Lists
Like
Liked
11:33
We’re recapping a topic Matt and Micah rarely discuss: investments. And how their approach has evolved from talking excessively about investments to realizing that it's not always the key to client success. It’s important to align investments with a broader financial plan, which debunks the myth of custom portfolios and focuses on clients' ultimate…
…
continue reading
I
InvestTalk
1
9-28-2023 – Buying a House or Renting: Which Is Your Best Option in 2023?
46:52
46:52
Play later
Play later
Lists
Like
Liked
46:52
Steep home prices, high mortgage rates and marginally declining rental costs are making renting less expensive in 47 out of the top 50 U.S. metros. Today's Stocks & Topics: CHWY - Chewy Inc. Cl A, CBOE - Cboe Global Markets Inc., BAC - Bank of America Corp., CFFN - Capitol Federal Financial Inc., KYCCF - Keyence Corp., BWMX - Betterware de Mexico S…
…
continue reading
A
Advisor Success Series
1
Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers
36:46
36:46
Play later
Play later
Lists
Like
Liked
36:46
The real estate sector has come under increasing pressure due to a combination of higher interest rates, tightening credit conditions, and uncertain outlooks over certain sub-sectors, particularly commercial office properties. However, with uncertainty comes opportunity and more compelling valuations for a sector that could see brighter days ahead …
…
continue reading
B
Between Now and Success
1
Manisha Thakor on Escaping the Cult of "Never Enough" and Finding "MoneyZen"
52:54
52:54
Play later
Play later
Lists
Like
Liked
52:54
Guest: Manisha Thakor, MBA, CFA, CFP®, a national thought leader and personal finance expert with more than 25 years of experience working in the worlds of personal finance and investing. She's also the author of a great new book, MoneyZen: The Secret to Finding Your "Enough." In a Nutshell: Society trains us to believe that the answer to all of ou…
…
continue reading
N
New Focus on Wealth with Chad Burton
1
Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care
38:21
38:21
Play later
Play later
Lists
Like
Liked
38:21
In this episode of New Focus on Wealth, host Chad Burton provides a market update and discusses the recent pullback in stocks and bonds. He shares the current numbers for the S&P 500 and highlights the comparison between the S&P 500 and the NASDAQ. Chad also mentions an upcoming event on retirement readiness and encourages listeners to sign up. Tim…
…
continue reading
E
Ensombl Advice Australia
1
AdviceTech Podcast #54 - Oko Adviser
1:09:15
1:09:15
Play later
Play later
Lists
Like
Liked
1:09:15
This week, Peita talks with Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of the Oko tool and how it helps financial advisors and their clients assess sustainability values and integrate them into the investment process. Oko Adviser discount code: Ensombl10 Oko Adviser Website: https://www.okoadviser.com/ Tom Culver: https:/…
…
continue reading
Today we are excited to be joined by Aaron Klein, a co-founder and CEO of Nitrogen Wealth, formerly known as Riskalyze. Aaron steered his company to Fast Company Magazine's list of the world's top 10 most innovative finance companies- twice! Beyond his corporate success, Aaron serves as a Sierra College trustee and co-founded a school project for o…
…
continue reading
Are you nearing “retirement age”? If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire. This is typically one of the first things someone asks about whe…
…
continue reading
Jamie is sharing that in a world of financial advisors claiming to be "comprehensive," they've done a terrible job distinguishing what they do and who they serve. It's like trying to find your way in a maze of financial jargon. Instead, her approach is to be a client’s financial lifeline from day one – they're not just here for the big decisions; t…
…
continue reading
I
InvestTalk
1
9-27-2023 – 3 Ways a Health Savings Account Can Improve Your Finances
46:48
46:48
Play later
Play later
Lists
Like
Liked
46:48
Open an HSA in minutes to help save on taxes, cover medical expenses, and grow your retirement nest egg. Today's Stocks & Topics: SPGI - S&P Global Inc., ARE - Alexandria Real Estate Equities Inc., MTZ - MasTec Inc., Rising Cost of Debt, PNC - PNC Financial Services Group Inc., COF - Capital One Financial Corp., Bonds, China’s Real Estate Problem. …
…
continue reading
K
Keen on Retirement
1
4 Case Studies Using Keen Wealth’s Comprehensive Planning
40:50
40:50
Play later
Play later
Lists
Like
Liked
40:50
In a recent survey, non-retired adults told investment firm Schroders that they will need approximately $5,000 per month "to enjoy a comfortable retirement." But is that really enough? Maybe! Studies and surveys like these make for eye-catching headlines, but they skimp on the details. For example, where are these retirees planning on living? $5,00…
…
continue reading
T
The Human Side of Money
1
95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme
1:35:10
1:35:10
Play later
Play later
Lists
Like
Liked
1:35:10
Every advisor remembers sitting in a meeting with a couple where one person is engaged and the other hasn't said a word. Or the meeting with the couple whose goals aren't aligned. While working with couples certainly has its challenges, it's also an opportunity for advisors to help couples align and thrive financially. But, doing so requires knowin…
…
continue reading
Jeff is Director and Personal Financial Adviser at Evalesco Financial Services. He and Clayton talk about where they think advice is headed, the impact it will have on advisors, and the place AI has in the future of advice. Jeff Thurecht LinkedIn: https://www.linkedin.com/in/jeffthurecht/ Evalesco Website: https://evalesco.com.au/ To learn more abo…
…
continue reading
D
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
1
031: How Financial Advisors Can Build a Brand That’s Authentic to You with Kristin Shea
1:21:23
1:21:23
Play later
Play later
Lists
Like
Liked
1:21:23
We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our company since day one. If you’re in financial services, you’ve likely already come across Kristin on LinkedIn, a platform she leaned into and leveraged early on to connect and build relationships direc…
…
continue reading
