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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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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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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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.
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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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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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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 ...
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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
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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 ...
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The Successful Adviser by James McCracken
James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins
Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
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A podcast to help wirehouse/employee financial advisors learn more about independent business models.
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Whether you call it: Retirement, re-wirement, re-tryment, your encore, second act, or next chapter; the point is: retirement no longer has a clear definition. The traditional view of retirement is outdated and new frameworks for managing our money and time are needed. Welcome to 8000 days. A podcast where together we discuss retirement; what's working, what's not , and what changes are needed for us to achieve the most robust retirement possible. Join Caleb Miller and Riley Anderson of Inves ...
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My name is Scot Landborg – I’m here to help you Retire with your Eyes Wide Open. That means having the information you need and the clarity you deserve. It means understanding and interpreting the world as it changes. It means knowing about investments, taxes, social security, and estate planning and how they are all connected. And probably most important – it’s about living your best retirement life. The good life! Send us a listener question or schedule a consultation for more personalized ...
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The Retirement Income Wisdom Podcast
Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P
Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
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Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
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Independent Financial Advice - Words of Wisdom and Guidance
Interface Financial Planning & Alan Moran
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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Could You Be Spending More in Retirement? Ep #219
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What if you had a magic app that told you how much of your net worth you never got to spend at the end of your retirement? The trouble with planning for retirement is all the uncertainty, however, proper planning can help. In this episode, Cameron Hendricks joins me to discuss how you can learn to spend more in retirement. Outline of This Episode […
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The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]
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Imagine having your faith in the financial system shaken to the core by a devious Ponzi scheme. For Kevin Thompson, this devastating reality wasn't just a wake-up call – it was a defining moment that reshaped his entire approach to serving clients as a financial advisor. In this episode, Matthew Jarvis sits down with Kevin to unpack the hard-won le…
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Ep #186: 4 Years into a Financial Planner Career with Allison Doty
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Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for yo…
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Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility
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In this recap episode, we’re revisiting the highlights from this week on delegation and the role your job plays in your life. Lisa Zeeveld from BELAY joined Matt to share invaluable wisdom on how leveraging virtual assistants and bookkeepers can create a profound sense of peace of mind, enabling advisors to focus on their core genius. Lisa highligh…
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In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can be used to optimise your practice's tech stack through audits, consolidation of tools, cybersecurity best practices, and responsible adoption of AI features. Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Finura Group Websit…
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Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes
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In this episode of The Retirement Fiduciary, Adam Koos discusses the complexities of the new trading rules that have recently come into effect. Adam breaks down these rules, which are far from self-explanatory, offering clarity and guidance for investors navigating this updated landscape. He dives into changes to transaction dates, explaining what …
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Focus Only On Foundational Behaviors w/ Joshua Humada [171]
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23:51
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Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with. They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and beh…
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Your Vocation Should Pay For Your Avocations
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Jamie Shilanski challenges the conventional wisdom that our jobs should be the sole source of fulfillment and happiness. Instead, she advocates for a mindset shift: Treat your vocation as a means to fund your avocations, your true passions, and your adventures in life. Too often, young financial advisors fall into the trap of expecting their career…
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Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial advice, the importance of setting clear goals and working towards them, the challenges of maintaining a healthy work-life balance, retirement planning, and building trust with clients through honesty and transparency. Laura Kelly LinkedIn:…
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Using Tech Smartly in Financial Planning with Adam Owen
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In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack…
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Ep #390: Leveraging Lived Experience to Serve Business Owners
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In today’s episode of XYPN Radio we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s contin…
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In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the lid on his practice and look at how he grew his business, and the value of workplace flexibility, discretionary bonuses, and charitable pursuits in supporting their team members' growth and well-being. Sam Perera LinkedIn: https://www.link…
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The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]
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Lisa Zeeveld from BELAY joins Matt to explore the game-changing power of delegation for financial advisors. Lisa dives deep into how skillfully delegating tasks can revolutionize your business, freeing up precious time and mental bandwidth to focus on what truly matters. Shatter the myth that delegation means dumping unpleasant chores. Instead, Lis…
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Having Safe Money In Your Investment Portfolio
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This episode of New Focus on Wealth with Chad Burton addresses the importance of having safe money in your investment portfolio, especially as you approach retirement. Chad discusses the significance of having two to three years of safe money to avoid selling in a down market, emphasizing the need for a strategic approach to financial planning. Wit…
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Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani
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Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is a…
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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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Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice
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Amber takes you behind the scenes to recap the strategies for financial advisors to attract and retain high-net-worth clients, as well as mastering the art of marketing. First, Paul Saganey joined Matt to unveil the intricate "complexity curve" that separates elite advisors from the rest. Discover why building a team of experts is the ultimate key …
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117: Mastering The Art of Trust-Based Selling with Kerry Johnson
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The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, "America's Business Psychologist" reveals psychological insights on how to master the art of trust-based selling. You'll Learn: Signs that a prospect is interested (or not!) The anatomy of an elevator speech that…
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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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Do These 2 Things Before You Do A Financial Plan [170]
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Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them: Step 1: Ensure the client is sufficiently oriented to their financial situation Step 2: Ensure the client has the foundational financial behaviors in place Jordan explores why every advi…
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Marketing. What Works For Financial Advisors?
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Jamie unveils the secrets to crafting a winning marketing strategy that drives real results. Forget one-size-fits-all approaches – the key to success lies in committing to a plan that aligns with your unique strengths and preferences. Jamie breaks down the most effective marketing channels for financial advisors, from mastering the art of website o…
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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
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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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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
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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
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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
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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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Engine Room Podcast #37 - Iain Rogers
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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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Harnessing Your Financial Instincts to Build Your Retirement Nest Egg, Ep #218
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Have you considered how your instincts influence your decision-making around retirement planning? Our natural instincts and biases create frameworks that lead our perspectives on how we think the world works. These frameworks influence our decisions surrounding our financial decisions. On this episode of Financial Symmetry, we discuss how to build …
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Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]
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Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challenges financial advisors face when serving high-net-worth clients with multifaceted financial portfolios. Saganey's profound insights shed light on the necessity for advisors to evolve and ascend the comp…
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Investment Podcast #13 - Residential Real Estate
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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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Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro
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Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you! Listen in as J…
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Maximizing Valuations and Smart Business Planning
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In this recap episode, Amber is sharing the highlights from this week. Monday, Ted Jenkin joined Matt to reveal that traditional valuation methods often underestimate the true worth of successful RIA practices. He emphasized the power of leveraging the open marketplace, where multiples can soar as high as 14 to 17 times cash flow for larger firms. …
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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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What Is Financial Orientation? w/ Brandon Galici [169]
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In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and no…
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How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2
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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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In this episode, Jamie Shilanski is shedding light on business structuring and long-term planning strategies. She explains why selecting the right legal entity is crucial for maximizing tax benefits and prepping your exit strategy. Jamie also breaks down the risks of mixing personal and business assets, a no-no that can pierce your corporate veil. …
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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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Ep #389: Going Full-time as a Solopreneur with Linden Cornett
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In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role model within our community, and for good reason. Since her last …
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Engine Room Podcast #36 - Jerry Kalogeropoulos and Philip Taaffe
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In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life. Jerry…
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Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
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In this episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark difference between a valuation and the actual market price a business can command. Ted also discusses his wisdom on the critical factors that shape practice valuations…
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Ep #183: From CSA to Firm Owner with Lauren Williams
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Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeki…
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Embracing ESG in Investing with Clémence Chatelin
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In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. There were a few connection difficulties but the discussion is so interesting you won't want to miss it. Join our community: www.nextgenplanners.co.uk…
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