show episodes
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
It all begins with savings and cash flow! Most people play the dangerous game of chasing after outrageous returns risking all their money in aggressive joint ventures, real estate, and the stock market. Stop what you’re doing and LISTEN so we can show you how you really can enjoy today AND can have a way wealthier tomorrow.
 
As one of Canada's youngest retirees at the age of 32, and after becoming mortgage-free at 29, Kornel interviews the top financial experts in Canada to help you optimize your investments, reduce your taxes, and help you accelerate your journey towards financial independence and early retirement. He also shares his own experiences and lessons learned in investing and as an early retiree and member of the FIRE (Financial Independence, Retire Early) movement to help you optimize your finances, ...
 
Professional network for financial advisers www.xyadviser.com The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
 
Welcome to Financially Ever After, where award-winning, and nationally recognized financial expert, Stacy Francis, will bring you savvy tips and words of wisdom on how to secure your financial future before, during and after divorce. For 30 minutes, every other week, you'll hear personal stories from women who have either faced or are currently facing this transition. In addition, you will soak up knowledge and inspiration from the industry’s top legal, financial, residential and mental heal ...
 
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.
 
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.
 
Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
 
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Take Back Retirement

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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
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 ...
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
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Agent Upgrade

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Agent Upgrade

Alan Corey and Jasmine Krnjetin

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Hosted by top real estate agent Alan Corey and top mortgage lender Jasmine Krnjetin, the Agent Upgrade Podcast features amazing stories and interviews of how other realtors have upgraded their real estate business into well-balanced, productive and profitable careers. Alan has appeared on numerous television and radio shows across America providing first-time homeowner advice, real estate investing guidance, and financial planning and is a best-selling author and a Top 1% Agent in Atlanta. J ...
 
Mastering Money in Midlife is the podcast for female entrepreneurs who want to overcome financial anxiety and build wealth without burning out or sacrificing their families. Mastering Money in Midlife is hosted by Debbie Sassen, a certified life and money coach with over 20 years of financial planning, investing, and wealth creation experience with Goldman Sachs, the Bank of Israel, and as an entrepreneur building a multi 6-figure business. Each week Debbie shares the exact strategies and re ...
 
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Jake Of All Trades

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Jake Of All Trades

Jake Rivas: Financial Advisor To Millennials

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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 ...
 
The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Financial Planning ...
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
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Accelerating Your Wealth

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Accelerating Your Wealth

Rebecca Robertson - The Wealth Creation Coach

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Introducing the Accelerating Your Wealth podcast, a straight talking, motivational and informative podcast designed to keep you up to date on all things to do with your money, and crafting the financial future of your dreams.' Your host Rebecca Robertson is a Wealth Creation Coach for Savvy Women. 'As women, it can be a struggle to fit everything in! We know moneys important but where's the time!? This podcast is here to help! We get straight to the point. Talking openly, honestly and giving ...
 
Find out what it means to “Retire Your Way” by subscribing and listening to Dave Lopez’s podcast. You’ll hear Dave talk about current events impacting the economy and overall retirement landscape, as well as ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. Contact Dave by calling 540-720-5656 or at info@ilgfinancial.com with any questio ...
 
The Your Life, Your Money Podcast helps you thrive in life, wealth and retirement. The show is designed to navigate the complexities around money, building and securing wealth, and achieving financial independence. Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you make smart and sound financial decisions. The goal is to take complex financial subjects and make them simple and easy to understand so you can fee ...
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
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Millionaires Unveiled

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Millionaires Unveiled

Clark Sheffield, CPA and Jace Mattinson, CPA

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Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
In this podcast series, we explore how better understanding investor-client behaviors can increase your success as a financial advisor and help you Know, Engage and Grow every employee and client online. David Wolf is joined by DNA Behavior CEO and Behavioral Finance Strategist, Hugh Massie and also by Leon Morales, the company’s CRO who focuses on Relationship Management Integration
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252.
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
College is expensive and the process of finding and getting into the best colleges is more complicated and competitive than ever. You owe it to yourself to become an educated consumer. This podcast will show you how to pay only your fair share of the college bill and gain a competitive advantage to beat the colleges at their own game. Subscribe and enjoy!
 
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.
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
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.
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
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Selectpath Benefits and Financial Inc.

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Selectpath Benefits and Financial Inc.

Selectpath - Benefits & Pension, Financial Planning, and HR Management

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A weekly podcast that discusses Benefits and Pension, Financial Planning, Human Resource Management, and HRIS and Payroll. Based in London, On, Selectpath takes a customized approach to help every client define their goals and overcome their roadblocks. We have been in business for over 20 years and have the expert team of advisors, specialized knowledge, and industry relationships to get you to your destination.
 
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 ...
 
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show series
 
It's Friday! And today we cover: 2:01 What do I do with my old baseball cards? 6:31 Should I help my 6 & 8 year olds build a YouTube channel about video games? 45:33 I've just received an inheritance from my grandfather. What do I do with it? 53:01 What books should I read to my new baby? 1:12:12 How do you actually borrow against assets so as not …
 
There is one simple thing you can do that will almost assuredly ensure phenomenal academic outcomes for your child: read aloud. Lots. In today's episode, I explain in great detail why this works and how the process works, pulling from the phenomenal book by Jim Trelease called "The Read Aloud Handbook." Joshua…
 
This week Ashley reviews some of the concepts presented in the classic book Millionaire Next Door. He also discusses his thoughts on whether or not you should buy a second home and the power of consistency.By Ashley Hodge, Certified Financial Planner
 
In this episode, Dan chats with Bryce Clark from Wellington Wealth and @clarksfinancialsparks in Glasgow. Bryce talks about the current state of financial education, the barriers to him entering financial planning and his big dreams in the profession. Join our financial planning community: https://www.nextgenplanners.co.uk/join-our-community…
 
This episode works to prove to you that not only can you make a difference through your investments, but you can also get healthy returns. Listen to me pick apart 5 common myths about making choosing an ethical route for your money. Find out why ethical funds are performing better than traditional options, why consumer demand means that there is an…
 
Juan Guevara is a Financial Planner with JF Williams & Co. in Denver, CO. After immigrating to the US from Ecuador, Juan finished off his last year of high school, began college, and got into the financial planning field. He joins the show today to share his journey and the success he has found in the industry. Listen in as Juan talks about how he …
 
Most people have heard of a placebo but what about a nocebo? What are the ways to use nocebo in both a patient-doctor relationship? We talk about the placebo effect and its evil twin, the nocebo effect. A physician can enter dicey ethical territory that comes with recommending an intervention that you know only works if the placebo effect occurs. W…
 
The Read-Aloud Handbook: Seventh Edition by Jim Trelease The Lexile Framework for Reading and Book Finder Honey for a Child's Heart: The Imaginative Use of Books in Family Life Books Children Love: A Guide to the Best Children's Literature Books That Build Character: A Guide to Teaching Your Child Moral Values Through Stories Robinson Self-Teaching…
 
We all know that giving can make us feel good, be part of a community, and help those in need. There are education charities, food banks, arts nonprofits and much more. Why and how much you give is a personal matter. However, there are many tax advantages and benefits to giving. On this episode and the next episode we will be going in-depth on 5 ta…
 
The financial entertainer, Jim Cramer with Mad Money, should embrace what makes this country so great. Instead, the TV personality appears to embrace dictatorship. I thought after he became so famous for his epically wrong prediction in March 2008 about Bear Sterns that he would gain some humility and wisdom. He didn't. My tolerance for inauthentic…
 
Before meeting with an advisor for the first time, people often Google “questions to ask a financial advisor” and come in with a list of questions that they find. Are these good questions? Is there anything different you should ask? And what answers should you look for? Read more and get additional financial resources here: https://maestrowealth.co…
 
When you do a jigsaw puzzle with your family you probably start off with a strategy. You are going to look at the big picture, organize your pieces, and decide where to start. Approaching our retirement plan, in the same way, can be helpful. What is the big picture of the puzzle? What is the big picture in your retirement plan? The framework of the…
 
When planning for financial independence, you still need to plan for things other than finances, like what you will do with your free time. We’re talking about the life side of retirement today. What are you doing with your time and your energy? Grab a pen and paper and answer these questions for yourself. Read more and get additional information: …
 
Are you looking for a community to help you learn? In this first episode of the three-part series of Prosperity Economic Movement 5.0, Tammi and Kim talk about the three membership levels for advisors looking for learning and ways to gain confidence. They also emphasize the benefits of joining the Honorary Movement, which is the first level. To lea…
 
Planning for future succession and ownership is one of the most difficult decisions to make in a family business. The success of their business is defined in the next-gen leader’s ability, skills, and willingness to manage and effectively deal with issues and circumstances. Curtis welcomes speaker, author, and consultant to NextGens, Nike Anani. Ni…
 
Dr. Luis De Leon teaches evolutionary biology at the University of Massachusetts Boston. He is married with young twin girls. His own personal growth involves an inspiring story. Born in rural Panama without running water in his house, he followed his passion for science to become the first in his family to attend college at the University of Panam…
 
As my team at Keen Wealth Advisors starts looking ahead to 2022, there are things we know, and things we don't know. On the one hand, year-end announcements from the Social Security Administration, the IRS, and the Centers for Medicare and Medicaid Services have allowed us to start making some more detailed projections as we prepare for the year ah…
 
It’s December and the holidays are coming soon … and so are end-of-year tax worries. Stay calm, we’ve got important answers to your year-end tax questions. On this episode of the Dentist Money™ Show, Ryan welcomes Morgan Hamon of HDA Accounting Group. Morgan provides an end-of-year tax checklist, advice on how to handle EIDL loan money, and his opi…
 
Rocking retirement doesn’t mean getting your Roth conversions right, it means minimizing your regrets. At the end of your life, you don’t want to think “yay, I paid fewer taxes!” you want to think “wow, my life was awesome!” Overcoming the frugality that stems from a lifetime of saving is one way to live a life free of regret in retirement. To ensu…
 
As with many aspects of military life, try to begin with the end in mind. You should be building and iterating a five year plan as you look ahead to a career in financial planning but also as you approach the various aspects of military life in the interim. Part of that is defining “enough” ahead of time so you ultimately build toward the life you …
 
We’re going to get a little political today but not in the way you would think. You might expect a show with criticism about judgment, but that’s not what this episode is about. The truth is the new administration in Washington D.C. has given financial advisors a lot of great opportunities to grow their business, and as a result, you should be ramp…
 
In this episode, we're looking at 5 money-making thoughts that you can start thinking right now and I'll show you how to implement them to start thinking on purpose. I’m showing you how to stop self-sabotaging and use these thoughts to watch your money, business, and life change forever. Get full show notes and more information here: https://www.ma…
 
What are your beliefs around money? Do you believe it is scarce or abundant? And do you know why you have these beliefs? It is important to understand what you believe on a cellular level around money, so in this episode, I’m showing you how to acknowledge the inheritance you received from your parents and grandparents around money and encouraging …
 
Money is something that we’re involved with all the time, even if you don’t have your own business, this is true. Join me this week and hear how my experiences with money and business, led me to where I am today and how I help people create and share more wealth. This podcast will show you that there is more growth, discovery, potential, and master…
 
“This is a 9 to 5 job.” - Derek Wood While many people know what they should do to be successful, Derek Wood does it. In this episode, Derek outlines the replicable steps he took to do the hard work so he could be immediately successful. By doing this he avoided the common cliché of being a “starving realtor” during his first year in the business. …
 
Should you take your pension all at once in a lump sum when you retire or spread it out over monthly annuity payments? What if the lump sum choice requires moving your pension to an investment plan? Or maybe your only pension options are either 10-year period certain or joint with rights of survivorship? All of these pension spitball analyses are c…
 
Today I’m sharing key findings from a 22-year study on investing in real estate. In general, there are three primary ways you can invest in real estate: Direct ownership Listed real estate Unlisted real estate Most investors agree that allocating to real estate is prudent. But they don't always agree on the best investment vehicle to use. If you co…
 
Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses. Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/ MillerPrince Website: https://millerprince.com.au/ This episode is proudly sponsored by First Sentier Investors. https://www.…
 
With a little over a month before the end of the year, there’s still time to proactively plan your finances both personally and as a practice owner. In this episode we’ll highlight 3 strategies to consider and 3 strategies to avoid between now and year-end. As a reminder, you can get all the information discussed in today’s conversation by visiting…
 
Hannah has a net worth of 725K, most of which has come in the last few years. She is married with two kids and discusses budgeting, the power of compound interest and her investment allocation. Hannah also shares advice in making your money work for you - putting cash to work rather than just sitting in a bank account. She discusses her childhood i…
 
Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Gene…
 
This is a continuation of the conversation on investing styles from the previous episode (How Do You Invest?). In this second part, Bill and Anastasia cover several other concepts - sector funds, dollar cost averaging, margin of safety. And investing styles including momentum and contrarian investing. They discuss the importance of where you get yo…
 
On this episode Jake and Kirk discuss some of the espoused causes of the recent supply chain meltdown and how it will affect your life. Kirk also poses a potentially unexplored reason for the meltdown. https://www.linkedin.com/pulse/kinks-global-supply-chain-from-j-i-t-j-i-c-edward-yardeni/?trk=eml-email_series_follow_newsletter_01-hero-1-title_lin…
 
In this episode, Dan Graham from NextGen Planners chats with Alex Langhorn from Bespoke Training Solutions. Here, they chat about how to study for financial planning exams actively, fresh ways to study for financial planning exams, and the future of exams in the financial planning profession. Join our community: https://www.nextgenplanners.co.uk/jo…
 
This week I talk to Jen Gale and Jessie Danger, women who have taken the concept of becoming sustainable consumers to heart and have changed the way they spend and gift. Jen is the author of The Sustainable(ish) Living Guide and is a proponent of making small changes in your life to create a more sustainable future. Jessie is a new business owner w…
 
Nick Prigitano is a Financial Advisor with Milestone Financial Planning based out of Bedford, NH. He first got started in financial services by interning at several tax preparation firms, and he joins me today to discuss how he eventually pivoted to financial planning. Listen in as we discuss how Nick found his first position with a large financial…
 
Carmen Brown, MD, is an author, blogger, practicing OB-GYN, and managing partner and founder of ExpatMD. She currently resides in Melbourne, Australia with her husband and young son. Dr. Bradley Block and Dr. Brown talk about how she ended up practicing down-under, how to make it happen, what some of the differences about practicing down there and …
 
Is it possible to use your money to work for you? What bank will allow you to enjoy a lot of your money in retirement without the big chunk of your funds going to IRAs, 401ks, and other taxes? For Ken, the answer to this is through Bankosaurus®. Using Bankosaurus® for 10 great years already, Ken talks about his experiences using the financial servi…
 
Social media is essential for a business. But how can you start growing your network? Curtis welcomes social media and virtual storytelling experts, Lisa and Deevo to talk about social media for your business. They talk about the difference between posting content and telling your story and the simple rules that you need to follow. Lisa and Deevo a…
 
“I consider many of my patients as close friends.” “Great job security—people won’t floss and most don’t eat well.” “It’s the best overall job in healthcare.” This Thanksgiving, why are you grateful to be a dentist? For this episode of the Dentist Money™ Show, Ryan and Matt polled members of the Dentist Advisors Facebook Group for the reasons why t…
 
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