Best Financialplanning podcasts we could find (Updated September 2019)
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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.
 
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 ...
 
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 ...
 
Canadian Couch Potato is a podcast designed to help you become a better investor with index funds and ETFs. It is hosted by veteran journalist, blogger, and portfolio manager Dan Bortolotti. Dan offers straight-up, practical advice for Canadians who want to learn more about index investing, whether they manage their own portfolios or work with an advisor. Episodes typically feature an interview with an expert on a specific investing or financial planning topic. In a segment called “Bad Inves ...
 
Canadian Couch Potato is a podcast designed to help you become a better investor with index funds and ETFs. It is hosted by veteran journalist, blogger, and portfolio manager Dan Bortolotti. Dan offers straight-up, practical advice for Canadians who want to learn more about index investing, whether they manage their own portfolios or work with an advisor. Episodes typically feature an interview with an expert on a specific investing or financial planning topic. In a segment called “Bad Inves ...
 
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Worth Listening
Monthly+
 
Certified Financial Planner and four-time Olympian Lauryn Williams leads in-depth conversations with guests, having them share what she calls their "money memoirs" to offer insights into how money works in their sport or profession, as well as sharing important lessons they've learned along the way. Worth-Winning.com.
 
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.
 
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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XY Adviser
Weekly
 
XY Adviser - Driving the positive evolution of financial advice. 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.
 
Dental industry experts join Reese Harper, CFP® to share insights dentists can use to make smart financial decisions. Visit DentistAdvisors.com for a complete list of episodes.
 
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 show hosted by real financial planning practitioners for fellow practitioners. It's like attending a financial planning conference on your time and on your schedule. With CFP CE credit, of course. More information at zebrasmash.com
 
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Building An Exit
Monthly+
 
The place where business owners looking to maximize enterprise value, grow their personal wealth, and create a "life after" plan come to discover what other entrepreneurs and thought-leaders are doing to increase their personal and professional net worth.
 
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 ...
 
You’ve got a good job, you’re paying all the bills, you’ve got awesome people in your life... Now what? What else??? What next??? How on earth do you sort through all the options of fulfilling, exciting things you COULD do? You gotta’ be intentionally vicarious... Listen to in-depth stories of what other successful people are doing to reach self-actualization!
 
Dental industry experts join Reese Harper, CFP® to share insights dentists can use to make smart financial decisions. Visit DentistAdvisors.com for a complete list of episodes.
 
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 ...
 
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 ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
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Living With Money
Weekly
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
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The Real Money Pros
Weekly+
 
THE REAL MONEY PROS, formerly Idaho's Money Show Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros. The Real Money Pros is hosted collaboratively by experts who specialize in investing, financial planning, estate planning, taxes, insurance, and every other profession you can think of to help you grow and keep wealth. Plus, we make it fun. We'll help you know good advice from bad - Particularly when everyone seems to want a piece of your money. Th ...
 
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
 
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!
 
A weekly breakdown of Finance Twitter. Be sure to follow Justin and Kevin on Twitter at @Jus10Castelli and @ferventfinance. You can also follow their blogs at www.allaboutyourbenjamins.com and www.ferventfinance.com.
 
Join us twice a month as we review key data and information about the world economy and your personal finances. Get expert insight on the latest topics that impact your bottom line with Manage the Funds.
 
Join us twice a month as we review key data and information about the world economy and your personal finances. Get expert insight on the latest topics that impact your bottom line with Manage the Funds.
 
Money Talk with Terri Huber presents information to individual investors and retirees so they can make better decisions about their finances. The podcast is a presentation of ALYXNM, a financial advisory group based in Albuquerque New Mexico.
 
A podcast designed to empower you to take control of your financial future. We'll talk about money, investments, and strategies that actually work to make financial planning easy, so easy, you'll feel like an insider.
 
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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Worth It
Monthly+
 
Welcome to Worth It, a guide to help help successful millennial purpose-driven professionals + creative entrepreneurs dream, plan and live your ideal life through financial planning (or Life Planning, as we like to call it). The most important aspect of achieving your life goals happens to be the most difficult to grasp and the easiest to avoid. We feel your pain, and we’re here to help. Financial planning isn’t just for wealthy, older men. Getting sound advice early on is critical to buildi ...
 
You’ve probably started with great intentions, telling yourself you’ll stash away more for retirement and buy fewer lattes (because some writer said buying lattes is a bad thing). But life happens. It’s not as neat and tidy as the financial experts on TV seem to think. You’ve got a lot going on in your life, and you need more than simplistic, cookie-cutter instructions to keep you on the right financial path. Kate Stalter escorts you to the right path for your money. She talks to experts and ...
 
You’ve got a good job, you’re paying all the bills, you’ve got awesome people in your life... Now what? What else??? What next??? How on earth do you sort through all the options of fulfilling, exciting things you COULD do? You gotta’ be intentionally vicarious... Listen to in-depth stories of what other successful people are doing to reach self-actualization!
 
Retire With Purpose is a podcast that prepares you for retirement. It's a show designed for those retirees and pre-retirees looking to maximize their financial efficiency and fulfill their life’s purpose during their retirement years. Based on Casey’s experience offering financial consultation to thousands of individuals across the US, it could mean doubling your retirement income, cutting your taxes in half, or both! Casey shares thoughts and ideas from today’s premier experts in the field ...
 
Steve Cordasco, CEO of Cordasco Financial Network brings you LIVE exclusive interviews, the nation's best guests and expert insights on the latest news in the world of personal finance, global markets and politics every week! Gain comfort and clarity for your retirement by listening to the Your Life, Your Wealth podcast today!
 
This is NOT your typical retirement podcast focused only on saving and investing. It’s about making the most of your life today and in retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. In each episode of this award-winning retirement podcast, Roger unpacks topics like investing, Social Security, annuitiers, insurance, IRAs, pen ...
 
Grady Wirth, CFP® acts as your guide to a smarter financial life. Learn to navigate the complex world of finance and understand how to build a foundation for financial success. Investing, taxes, estate planning, insurance, debt management, budgeting, all things financial planning. Grady will cover it all. SEND INQUIRIES TO: NetWirthPodcast@Hefren.com DISCLAIMERS: This podcast is for educational purposes only. Anything said should not be construed as advice. If you would like to receive advic ...
 
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Keen on Retirement
Monthly+
 
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.
 
In the Financial Planner Freedom podcast, Roger Whitney helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketing, the financial planning proc ...
 
Do you ever wonder what financial opportunities you are missing? Busy lives take over and years pass with financial planning on the back-burner. Whether it’s retirement, tax savings, investing, estate, or 401(k) decisions, Certified Financial Planner's Chad Smith and Mike Eklund clue you in to the opportunities many people miss in their financial journey. By day, they are fiduciary fee-only financial advisors who share examples from real-life personal finance scenarios. If you’ve been puttin ...
 
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Live and Earn
Daily+
 
MONEY. It’s super personal. We’ve all got to have it. But most people would rather do anything than talk about it. Rejecting the prevailing notion that money is a measure of success, CERTIFIED FINANCIAL PLANNER™ Helen Ngo gets to the heart of women’s financial walks of life by interviewing entrepreneurs, single moms, divorced women, widows, multi-millionaires, and more in this podcast. Listen to their bold stories, learn how they live and earn, and start redefining what it means to make it i ...
 
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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Worth It
Monthly+
 
Welcome to Worth It, a guide to help help successful millennial purpose-driven professionals + creative entrepreneurs dream, plan and live your ideal life through financial planning (or Life Planning, as we like to call it). The most important aspect of achieving your life goals happens to be the most difficult to grasp and the easiest to avoid. We feel your pain, and we’re here to help. Financial planning isn’t just for wealthy, older men. Getting sound advice early on is critical to buildi ...
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
The world has changed and so has the economy - but personal finance is the same old, same old. Not anymore. Enter the Financial Avengers®. Find the answers to your questions about financial planning, investing and economics.... Engage the Ongoing Fight for Financial Freedom.
 
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SmartWealth Radio
Monthly
 
Here at SmartWealth Radio, our mission is to provide quality education on topics such as retirement planning, alternative investments, tax and estate planning, and more for the purpose of building and/or storing your wealth in safe, protected, tax-advantaged vehicles. Visit www.smartwealthradio.com to learn more about who we are and what types of strategies we have that may work for you!
 
Bases Loaded Selling is Created by J.D. (James A. Dunn), Author of The Official Advanced Sales Playbook (Series).
 
Family Wealth Builder is THE Podcast for Motivated Millennials and Retiring Baby Boomers. Visit FamilyWealthBuilder.com to learn more and sign up for our BLEWS Letter for: Business Owners, Legacy Builders, Estate Planners, Wealth Managers, and Serious Strategies to Make Your Money Count. Our Kickstarter is focused on building a Virtual Training Lab to Mentor Motivated Millennials as they manage their family finances. But the primary purpose for building the Virtual Training Lab is to profess ...
 
Tyler Lang and Jim Owens of Integrity Capital discuss small business financial planning. They talk about retirement plans, personal finances for small business owners, managing risk, financing options, strategic partnerships, succession planning, and more.
 
EON Financial Group SMSF Podcast brings you a weekly interview with an industry professional or a successful trustee to help you make better decisions for your super fund. We aim to compound your knowledge to help you achieve better results from your fund.
 
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show series
 
Brian Wiley and Ataraxis CEO Steve Cilley sit down with Destination Caldwell CEO Keri Smith-Sigman to discuss the organization's mission to "re-brand Caldwell as "greener pastures" for economic opportunity, tourism and community life". "Destination Caldwell is a grassroots team focused on growing the economic base and vitality of the city, down ...…
 
In today's show, I have a special story for you of how my friend Anatole built a great life for himself, even though everyone hated him. Enjoy! Joshua
 
As more and more adults of retirement age take on new challenges, embark on second-act careers, and pursue far more than just a life of cocktails and travel, the language around aging and retirement is changing. Few understand this better than Karen Sands, who is a true “new age retiree.” In her book, The Ageless Way, Karen proposes that women ...…
 
Dr. John Ramey is a jack of most trades, but one real and lucrative one is where he cashes in on his time. When not at his practice or working on Dr. Moves.com (a platform that helps physicians make buying their dream home a reality), he’s kicking up his feet taking a medical survey or being called on as an expert medical witness. See how he do ...…
 
Dr. John Ramey is a jack of most trades, but one real and lucrative one is where he cashes in on his time. When not at his practice or working on Dr. Moves.com (a platform that helps physicians make buying their dream home a reality), he’s kicking up his feet taking a medical survey or being called on as an expert medical witness. See how he do ...…
 
Diane shares her inspiring story of saving and investing her way to financial success. She worked first as an engineer, and then taught engineering; she never made over $82,000. Furthermore, she has four children, three homes, and 4.9MM in her IRA. She discusses her asset allocation and investing mistakes and advice. She shares that she consist ...…
 
Roger just got back from his first (but likely not last) XYPNLive conference. He was there under special circumstances, which you'll hear all about in the episode. He also wasn't there for the whole event, so this review misses a pretty big chunk of the content. But don't worry, he'll still confidently make sweeping generalizations about the en ...…
 
Show Description: We are excited to announce our 10 Year Anniversary! Our original founders Jason Labrum and Rick Labrum, Darcy Wadsworth and Jordie Czapinski founded what was then called Labrum Capital Advisors in September of 2009. Over the past 10 years our clients and team have evolved to shape what has become one of the largest independent ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down with insurance expert Steve Marsh to discuss Medicaid expansion in Idaho, and what to expect for both the open enrollment period, and what's in the works for 2020. A listener calls in with a question about mileage allowance with a new job, and what the tax consequences might be. B ...…
 
This One-Size-Fits-All Investment Could be Putting Your 401(k) at Risk John Walker, Larry Shaw and Dennis Jablonoski of the Cordasco Financial Network team gather for a discussion on the pros and cons of target date funds. In these popular funds the level of risk is gradually adjusted to coordinate with a specific event date such as retirement. ...…
 
This week Nate Palmer joins Ashley to discuss simple health and fitness techniques, specifically ones for frequent travelers. Nate is the author of Passport Fitness. and a remote personal trainer. For more information visit https://n8trainingsystems.comBy Ashley Hodge, Certified Financial Planner, Nate Palmer.
 
This week's retirement reading is from Forbes, titled A Recession Won't Wreck Your Retirement...But This Will. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/78 Show Notes: RetireWithPurpose.com/78 Rate & Review the Podcast: RetireWithPurpose.com ...…
 
This Bonnie and Clyde couple are at it again… first their estate plan documents and now, their debt. What’s to come? Oh, you know, maybe a hold up of their insurance.By Ryan Inman, Kayse Kress.
 
This Bonnie and Clyde couple are at it again… first their estate plan documents and now, their debt. What’s to come? Oh, you know, maybe a hold up of their insurance.By Ryan Inman, Kayse Kress.
 
For the sake of our children, grandchildren and all future Americans, we must all stand up to the political industry and loudly and repeatedly declare that I will NOT be made to look ridiculous!
 
In this solo show, financial advisor posits why the president might want to cut interest rates to zero, "or lower" - what are the benefits individuals and the country as a while might see from such a move? Then, a little history lesson on the markets before and after 9/11, and how those times compare to what we're seeing in 2019. Finally - a re ...…
 
Ken and Tammi discuss the importance of having a financial mentor, dive into some financial strategies, whole life insurance, term insurance, and Ken's focus strategy: The Bankasaurus. Stay tuned and learn more about finances! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help oth ...…
 
Today, we finish out the 3-part series on preparing for layoffs in the coming recession. Today's show will be useful to you, even if you just got notice of your layoff and didn't do anything to prepare for it beforehand. The major theme of today's show is that you need to take appropriate action with appropriate speed. If you're stuck with litt ...…
 
In Ep. 86, we continue our look-back on some of the best answers on the podcast from the Summer of 2019. This week we have questions and answers talking about FIRE, attracting more women to the advisory business, the best parts of family businesses and owning your own shop and more! Enjoy!By Tim Mullooly.
 
"Your team should be better than you" is just one of the wise words from the legendary Centaur--- Hugh Robertson, managing director of Centaur Financial Services. Listen in for his note-worthy advice on increasing work-efficiency, capturing data on the first meeting, looking not only for the right client but the right talent as well and other g ...…
 
Financial advisor Brian Wiley is joined by CPA Hazen Armstrong and solar energy expert Brien Riff of Big Dog Solar to discuss why Idaho is so great for harvesting the power of the sun, and why the installation of panels is a great investment for many homeowners. On the tax side, Hazen and Brien explain the nearing "sundown" for tax credits, and ...…
 
Taxes annoy dentists. They bother most people, but they really seem to irritate dentists. On this episode of the Dentist Money™ Show, Reese and Ryan explain why you may need to rethink your approach if your contempt for taxes affects the way you invest. The kids are back in school, and it’s a great time to get back to the basics of tax planning ...…
 
Taxes annoy dentists. They bother most people, but they really seem to irritate dentists. On this episode of the Dentist Money™ Show, Reese and Ryan explain why you may need to rethink your approach if your contempt for taxes affects the way you invest. The kids are back in school, and it’s a great time to get back to the basics of tax planning ...…
 
Even when life throws you a curveball you still have to figure out how to move forward. This Retirement Plan Live series is a bit different than the previous ones. We are working with Emma and Luca who are dealing with an unexpected hitch in their retirement. On the last episode, we learned about their situation. On this episode, we’ll discuss ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the state of the Treasure Valley's real estate market and ask the question on many people's minds: are we in for another slowdown? The rest of the nation's major metropolitan areas have already seen the beginning of a decline, and yet the Boise MSA continues to enjoy (o ...…
 
Yesterday, we talked about ways to avoid losing your job in the coming recession. But obviously there are factors beyond your control which might result in your being laid off, even though you've done everything "right." So, you need a backup plan. Don't wait and wonder what you'll do. Make a simple plan now for what you'll do. Think about some ...…
 
We hear it all the time: “I feel like I’m not actually an adult because I have debt. And debt is bad!” Do you resonate with that? Well… we’re here to tell you a few things about debt that just might blow your freakin’ mind. Check out the fourth installment of our #Adulting 101 series about *drum roll please* debt repayment. How much should you ...…
 
We hear it all the time: “I feel like I’m not actually an adult because I have debt. And debt is bad!” Do you resonate with that? Well… we’re here to tell you a few things about debt that just might blow your freakin’ mind. Check out the fourth installment of our #Adulting 101 series about *drum roll please* debt repayment. How much should you ...…
 
The current administration is considering privatizing Fannie Mae and Freddie Mac. In 2007, these organizations were privatized. It was after the 2008 crisis that the government stepped in. Is this a good move by the government? If this occurs what would be the effect on normal Americans? Jake Rivas and Kirk Barbera have an interesting conversat ...…
 
Rosalind Sedacca is a consultant with decades of experience in helping couples protect their children before, during and after divorce. She talks with host Stacy Francis about how to do divorce right when you have children. She discusses the 6 keys to tell your kids about your impending divorce in the right way, and how to avoid the common mist ...…
 
College financial aid season will be here again soon and to help you prepare, Jason has created a special episode about FSA ID's you definitely need to hear. Learn what the FSA ID is, how you can get one, and most importantly, how to use it to get through financial aid season more easily. This is a must listen for anyone planning to apply for f ...…
 
In this solo show, Brian discusses the big market pop as the US and China agree to continue tariff talks in October. There's a big problem with the news media - especially in regard to market news. CNN and FOX Business News cover the same story with completely different viewpoints, even on jobs numbers. Trump has submitted his plans to end the ...…
 
Are you looking for money and/or time-saving tips now that the summer is over and the kids are back to school? Summer can always feel expensive with summer camps, vacations, and then back to school shopping. With fall approaching and the kids back in school, we put together a list of ways you can save time and money to make this year better tha ...…
 
Mentor and friend, Roger Whitney, and I discuss what physicians need to know about healthcare in their retirement stages of their career. While we realize that this is a heavy topic to talk through, we know it’s an important one for our FIRE loving community. For more information, visit the show notes at https://financialresidency.com/filling-t ...…
 
Mentor and friend, Roger Whitney, and I discuss what physicians need to know about healthcare in their retirement stages of their career. While we realize that this is a heavy topic to talk through, we know it’s an important one for our FIRE loving community. For more information, visit the show notes at https://financialresidency.com/filling-t ...…
 
There is a lot of what I’d call, “Financial Planner Groupspeak” out there. Some of it was good and OK to follow, some of it is not so good. If you want to thrive as a financial planner, you need to develop a willingness to break the rules. I’m not talking about the ethics or legal stuff all planners need to adhere to - I’m talking about the so- ...…
 
Summer is winding down and many people (or their children) are headed back to school. While we might be more than half way through the year, in a sense, it’s a new year for some and a great time to touch base on our goals. And, each day is a new beginning where we can start again and get back inline on working towards our goals. With all that i ...…
 
Today's episode features Chris with a net worth of $1.8MM. Of the $1.8MM, 70% is invested in real estate. Together with his business partner, they own 52 single family rentals. He discusses all things real estate including his first deal, self managing all the homes, financing, due diligence, sending mailers, etc.. He collects about $67K monthl ...…
 
Now that the 2nd decade of the 21st century is coming to a close we can reinforce timeless market lessons once again. The “Lost Decade” is a common example used when describing “the worst of times” for the S&P 500 where it returned an annualized rate of -0.95% from January 2000 through December 2009. Fast forward from January 2010 to June 2019, ...…
 
You’ll hear a personal, first-hand story on why it’s absolutely essential to plan for the unexpected. An unforeseen event could happen regarding your finances, your health, your family, just about anything. Things we can’t control are the most difficult to navigate, but they can be overcome if you have a plan. Program Length: 39 minutes…
 
This week's retirement reading is a roundup of 4 different articles. A Mexican Hospital, American Surgeon, and a 5,000 cheque by New York Times IRS Ruling Could Alter RMD Timing by Think Advisor 3 Retirement Myths Debunked by Barrons Nervous Retirees Are Too Scared to Spend by Bloomberg Listen in as Casey Weade breaks down each article and shar ...…
 
Dr. Future Cents and Mrs. Common Cents share a similar interest-- they want to pay down their debt… and pay it off fast! While applying 100% of a paycheck to the debt, Kayse and I weigh the alternative of (gasp!) paying it off a little later than expected.By Ryan Inman, Kayse Kress.
 
Dr. Future Cents and Mrs. Common Cents share a similar interest-- they want to pay down their debt… and pay it off fast! While applying 100% of a paycheck to the debt, Kayse and I weigh the alternative of (gasp!) paying it off a little later than expected.By Ryan Inman, Kayse Kress.
 
Federal spending has increased by 20% under the Trump administration to the tune of trillions. The president has done the opposite of his promise to decrease spending and reduce the deficit. Brian and Steve don't know how it's possible to have faith in our elected officials when we're spending more than we've ever spent, with another $57 trilli ...…
 
Do not cut up your credit cards, as that could affect your credit score. Ken Greene shares his insights about credit cards, along with his awesome co-host, Tammi Brannan. They also talk about what to do if you have credit card debt, stay tuned and enjoy! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finan ...…
 
Originally released May 13, 2015. And just as important today. ------------------------------------------- For most of us, our jobs are the economic engine that drive every aspect of our financial plan. One of the worst things that can happen is to lose a job. If the engine on your car dies, you're going to be stuck by the side of the road for ...…
 
On this week's episode, we catch you up on some of the best answers you might have missed on your summer vacation! If you've taken the past few months off from worrying about your finances, soaked up some sun, and enjoyed the summer - we've got you covered! This week and next week we will be recapping some of the best answers from the podcast t ...…
 
In today’s episode, Ben is with Dean Holmes - co-founder and director of Absolute Wealth Advisors AKA the “Efficiency Guru”. Listen in as they talk about acquiring the ideal clients, buying and selling businesses, setting priorities and outsourcing to increase efficiency and ultimately scale your business. Episode resources: Dean Holmes LinkedI ...…
 
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