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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on th ...
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Retirement Answer Man

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

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, 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 management ...
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The WiseMoney Guys

John Scambray and Giuseppe Visconti

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Tired of not knowing what to do with your retirement and hard earned investment savings? Listen to our show for easy tips, topics and info that will help you make better investment decisions.
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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/
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Through The Pines

Through The Pines

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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
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Build Wealth Canada Podcast

Kornel Szrejber: Investor

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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, ...
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.
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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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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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The Retirement Fiduciary Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial eduation. A place where we have authentic discussions about retirment planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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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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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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Avocado Toast Podcast

Avocado Toast Podcast

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The Avocado Toast Podcast was created to build a community of like-minded young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence. We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.
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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.
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The FitBUX Podcast

Joseph Reinke, CFA

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Our goal... Be more than just another boring personal finance podcast. How do we do it: - We interview individuals at different points along their financial journey to provide you motivation and ideas. From student loans to retirement. - We dive deep into the mental side of money so you can achieve true financial freedom. - We do episodes where we take individual finance topics and deeper dive into them. These aren't your typical finance topics either... Come join the party...
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Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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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 ...
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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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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/
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Creating Wealth

Bill Taber and Anastasia Taber, CFP®

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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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Join Nick Davis CFP® and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, d ...
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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.
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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.
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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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.
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Keen on Retirement

Bill Keen, Matt Wilson, Steve Sanduski

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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.
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Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about 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. C ...
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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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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successful ...
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Welcome To Your Best Retirement. Retirease Radio is the ultimate podcast for retirees that goes BEYOND just finance...because retirement involves so much more! A successful retirement involves not only financial planning, but it's a time to travel, to spend time with family, to contribute to your community, & more. This podcast will dive into areas like health, personal growth & development, community, relationships, spirtuality, & more! Tune in with your hosts, Victor & Ben, so you can crea ...
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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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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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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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Widowhood is the state of being a widow or widower: a person whose spouse has passed away. This is a situation that no one wants to be in, but it is something that can happen, and that you and your family should be prepared for financially. When this kind of painful, life altering event occurs, it's important to have the structure in place for you and your family to be protected, and this year on Financially Ever After Widowhood, Stacy Francis is going to be talking to a diverse lineup of ex ...
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A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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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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This podcast is the place for entrepreneurs who want to learn the actionable strategies and steps needed to make more money and build wealth in alignment with authentic Jewish values. Join certified life and money coach and multi-6-figure business owner Debbie Sassen each week as she shares the exact strategies and resources you need to change your relationship with money, close more sales, and move from scarcity to abundance. Learn how to invite G-d into your business while you dissolve the ...
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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 ...
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Your Money Momentum

Global Wealth Advisors

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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 ...
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners 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 Rogers Financial Partners. ...
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show series
 
While April has been bumpy for the stock market, it hasn't given investors a clear sign in either direction whether to buy or sell, depending on the investor's situation. On this podcast, Karl Eggerss gives an update on the current environment and how he's managing portfolios. Topics discuss on this podcast: Buying and selling stocks Election Feder…
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What is Deworsification? Why are index funds so popular? Today we jump into the debate of passive versus active investing and consider what investors should understand about these different investing styles. What should investors understand before purchasing an index fund? What are reasons to have an active investment strategy? What should you ask …
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As the dental industry evolves, Invisible DSOs are becoming pivotal in influencing the future. Operating behind the scenes, “invisibility” denotes their unique blend of support and autonomy, making them an attractive option to many dentists. On this episode of the Dentist Money Show, Matt and Chip Fichtner, Prinicpal at Large Practice Sales, discus…
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In this episode of my podcast, I'm thrilled to share my excitement about our brand-new website launch. Unlike traditional financial platforms, our website prioritises comprehensive financial planning over product promotion. I'm particularly proud of the diverse resources we offer, from quizzes to guides, all designed to assist our clients in findin…
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Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to succeed as a financial planner, then this episode is …
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Financial planning is about more than just numbers. It may be reflective of the values and priorities you hold dear. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to help identify your guiding principles. He also discusses the financial benefits you, and your loved ones, may receive when you apply those principles. Li…
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On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting. Learn more about Modern Wealth: https://www.modwm.com Download the RIA Due…
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Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors. Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement …
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In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They chat about how Employment Hero provides an all-in-one platform for managing the entire employee lifecycle through integrated HR, payroll, and recruitment tools while empowering accountants and bookkeepers to offer more strategic advice thro…
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Join Joseph Reinke, the founder of FitBUX, as he explores the often overlooked concept of human capital and its critical role in achieving financial wellness and freedom. In this engaging podcast episode, Joseph addresses a common concern among young professionals: the daunting reality of debt and negative net worth. However, he brings a fresh pers…
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In the bustling world of parenting, where the to-do list seems never-ending, there’s a new beacon of hope — grandparents. Being a grandparent can have a significant impact on the success and health of one's retirement, and today we’re going to talk about the physical, emotional, and financial benefits. Being an active and engaged grandparent can ha…
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Today I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing (new!) resources to help protect your personal data in 2024. Financial scams are getting more sophisticated and losses are skyrocketing. In fact, last year, Americans lost $10 billion to financial scams. That’s $1 billion more than 2022, and is the …
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Do you need life insurance once you’ve retired? We get this question all the time in our office. And, as with most things in financial planning, the necessity of it depends on your situation. So, in today’s video, Scott is here to share some examples of why one would or would not need life insurance in retirement. Here’s some of what we discuss in …
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I sat down with Marc of FranDestiny and discussed the opportunity in having a Career to Franchise Owner: Mastering the Art of Transition. With over 25 years in franchising, Marc is a seasoned guide in the realm of franchise ownership. Having excelled as a franchisor, multi-unit franchisee, and consultant, he's been part of transformative opportunit…
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Are Joe Namath and William Shatner giving you the best possible advice about Medicare? During the Medicare Open Enrollment period last fall, you probably saw TV ads for companies selling Medicare Advantage Plans featuring these and other senior celebrities. That's because, under most circumstances, the Open Enrollment period is the one time per yea…
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When hiring, does past practice experience eclipse key performance factors like learning speed and the ability to handle stress? In a tight employment market, focusing more on natural talents and strengths can help you secure top talent. On this episode of the Dentist Money Show, Ryan talks with Dr. Michael Neal, Founder of Build My Team, about how…
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Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you. OUTLINE OF THIS EPISODE OF …
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Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their inves…
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Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances. I discuss why prenups are crucial for business owners, outline the potential risks, and provide a step-by-step timeline for implementing a pre-marital agreement. Resources: Timeline of Getting a Prenup Before Marriage …
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios. Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environment…
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Many entrepreneurs tend to have a stop-start rhythm to their businesses, but it's when you start taking consistent action that you see the results you really want. This episode is all about how slow, steady and consistent investments will create real wealth in the long term, both for you personally, and for your business. Tune in this week to analy…
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If you are retiring soon, you've most likely wondered if your asset allocation is too risky. Some have called the period just before and after retirement the Retirement danger zone as it's a time where understanding how you should be invested matters for your long-term financial success. After years of great returns in tech and large cap US stocks,…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih give an update on the recent market sell-off. They analyze the latest news about plans for student loan forgiveness. And finally, they discuss a recent study about what makes people feel rich. Book a free c…
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In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the standout elements that impressed them the most. Elixir Consulting Website: https://elixirconsulting.com.au/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Blueprint Wealth Website: https://www.bpwealth.com.au/ Sherlock…
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Anmol is an immigrant and has a net worth of $5 million. Most of it is in the market (About 70%) and most of the remainder in real estate. He is in his early/mid 30's. He became a millionaire in his 20's and it only took him a little over a year to get his 2nd million. He is a trader by profession.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Welcome to this episode of 20/20 Money! My guest on today’s show is Bethany Fishbein, OD. Bethany joins me on the show live from Vision Expo East to talk about one of the most important relationships in an optometric practice: the relationship between the practice manager and the owner/OD. In this conversation, she talks about the evolution of the …
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In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, and Morningstar’s Matt Wacher, to deepdive into the inefficiencies in fixed income markets across the globe, and the investable opportunities created as a result. Our experts discuss which international markets present the …
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Many individuals are looking for a number. What's the number? It's a value of their overall portfolio they feel they need to get to in order to retire comfortably. Does that number exist? On this podcast, Karl Eggerss explains that while there is a number, that number can and will change over time. Karl gives some items to consider in order build a…
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If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…
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Today, I’m talking to Ryan Madrid, co-founder of Bison Ventures and host of the Into The Storm Podcast. After leaving corporate America, he joined VIP Mortgage as the Director of Business Development. Before long he was bringing in one billion in mortgage loan sales on his way to being in the area's top 1% of mortgage lending. In this conversation,…
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. The need for a cash safety net is a requirement for your practice—plus you or your family need emergency funds to protect against uncertainty. On this episode of the Dentist Money Show, Ryan and Matt discuss how planning ahead should be part of your liquidity triumvirate…
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Curious about advancing your career in financial planning? Join us as we sit down with Hannah Moore, the mastermind behind the Amplified Planning Externship Program, now in its 5th year. In this episode, Hannah reveals the intricacies of the program, its target audience, and the recent updates. Discover why participants return year after year, as w…
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In this episode of our podcast, we delve into the world of financial planning and goal setting, featuring Lily and Zach as they explore their career aspirations in industrial design engineering and mechanical engineering, respectively. They kick off the meeting by discussing their long-term financial goals, focusing on starting salaries, student lo…
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With roughly 40 percent of Americans in the overweight or obese category and as little as 12 percent of U.S. adults considered metabolically healthy, obesity plays a major role in life insurance underwriting. In this episode, Emily Bancroft, MS, ALMI, AIRC, ACS, ALU Certified Underwriter and Senior Underwriter at Crump Life Insurance Services, join…
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Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner. In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advi…
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This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about how the MoneyMind Profile tool helps advisors better understand their clients' personalities and behaviors to build trust and tailor their advice process on an individual basis. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drk…
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