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. ...
 
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 ...
 
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/
 
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
 
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, ...
 
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 ...
 
The social network for financial advisors www.xyadviser.com This podcast is to help drive 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 shou ...
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
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.
 
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 ...
 
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.
 
MONEY. It’s super personal. We’ve all got to have it. But most people would rather do anything than talk about it. Because in our society, it’s been drilled in our heads that it’s a measure of success. But people’s real stories say otherwise. Money expert and Self-Made CEO, Helen Ngo, interviews women across the financial spectrum – from entrepreneurs, single moms, divorced women, executives and multi-millionaires. Hear their bold stories on how they live. How they earn. And what it means to ...
 
On Money Meets Medicine, Jimmy Turner, MD and Ryan Inman, a fee-only financial advisor, combine their experience to teach you about the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. Come find out how much you can learn about money with the experience and perspective of a physician and a financial advisor combined ...
 
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 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 ...
 
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.
 
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 ...
 
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.
 
Introducing the Money Mastery for Women 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 ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
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
 
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.
 
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
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
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.
 
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 ...
 
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.
 
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 ...
 
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 ...
 
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 ...
 
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know so you create and enjoy the luxury of financial independence. Join your host, Charles Boinske, CFA and founder of Independence Advisors, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love - like fly fishing! Charles Boinske, CFA, is a nationally recognized expert in the complex financial ...
 
Life Meets Money exists to help you Plan to Fund the Life you Love and to sort out the signal from the noise. We are inundated with information and data every minute of every day. On this show we’ll cut through the chaos and serve up the wisdom of experience. I am Matt Miner, your guide as we talk with amazing people about life and money - as they connect to work, relationships, values and goals.
 
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show series
 
Today I’m talking about tax gain harvesting. While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable. And once again, this strategy is not just for the ultra-wealthy... In fact, those in the highest tax brackets probably shouldn’t pursue this tax planning opportun…
 
On this episode of 20/20 Money, my guest is Kim Hockaday. Kim is an experienced mortgage loan officer with Ruoff Mortgage. In the historically low interest rate environment that we’re in these days, I wanted to bring Kim on the show to talk about mortgages and how optometrists should think about all aspects of home financing. We talk about three th…
 
Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers in the long-term. But with the rapid rise in growth over the last 10 years, are value stocks still worth it? Video recap: https://youtu.be/qthoQhw9IxA Today we explore the question: can value stocks still outperform in tod…
 
Not everyone needs to work with a financial planner, but for those that do, it might be tough to figure out when the "right time" is and even who should you actually hire. Ryan takes a deep dive into the who, what and when is the right time (and type!) of financial planner to help you navigate your financial goals. If you still don't have a financi…
 
Lloyd Edge is a music teacher turned real estate investor. He has a current net worth of over 10MM USD. He decided to invest in real estate while teaching when he decided that he wouldn't be able to retire with enough money from just teaching alone. He lives in Australia and worked as a teacher for 15 years prior to quitting. Lloyd became a million…
 
LIVE from Thursday November 26th at 8pm Central Time for a special Q&A. Lots of news and updates lately, so let's chat about them and clarify a few things. Got Questions? I Got Answers! Answering your most pressing questions on investing, stock market, financial planning & wealth management. Looking forward to seeing you on the LIVE.…
 
Anabelle Sanko is a sophomore, CFP Student at Kansas State University and the winner of the inaugural 2020 New Planner Recruiting CFP Tuition Scholarship. Today she joins the show to discuss the family experiences that led her to pursue a career in financial planning, as well as how she balances her full-time student course load with all of her ext…
 
On this fun episode Jake and Kirk react to a clip of Kevin Hart on the Joe Rogan podcast, where the two comedians talk about achieving financial freedom. How does Hart’s advice apply to someone working at a 9-5 job? What is his best advice? Listen in to hear our thoughts. *“Tax preparation, planning, IRS representation, and business valuation servi…
 
This week we are taking a look at Leela and Fry. These two are doing everything really well with just a few loose ends to tidy up! Kayse and I talk over their high savings rate and great goals, pointing out a few spots that need a little more thought, such as their individual stock allocation that's creeping higher than they might have intended or …
 
Former serial self-saboteur, having grown up on the council estates of Preston, Dani has survived the adversity of domestic violence, homelessness and single parenthood to become a leading voice in empowerment and have quickly become one of the most exciting motivational speakers to hit the UK stage in a long time! Drawing on over 20 years' experie…
 
Happy Thanksgiving! It's Ken’s favorite holiday. He talked about gratitude for what we have and gratitude for what is to come. This has been a tough year for many. It has been a tough year for the oil and natural gas industry. Ken talks about the reversion to the mean and how it can be your Time Machine, a way to go back in time and invest in areas…
 
Cordasco Financial Network kicks off this holiday season with a special message. John Walker, Jim Tate, and Deiree Reil on behalf of Steve Cordasco and the entire CFN team, share their appreciation for the many things in life we tend to take for granted. Unlike any year in our memory, 2020 has created many challenges, but also helped us better appr…
 
On a Q&A Thanksgiving episode of the Dentist Money™ Show, our listeners pitch in with a couple of good questions. The need for “ready cash” has recently been pushed to the forefront with the pandemic—and as a practice owner, you’re sure to face a few more emergencies in your career. So knowing the right amount of money you should have in your emerg…
 
This is a time of year when many people give thanks for what they have. On this episode of Retirement Answer Man, I explore the definition of thankfulness and gratitude with our Rock Retirement Club retirement coach, BW. He even brings us 5 tips that can help us to cultivate gratitude on a regular basis. Tanya Nichols joins me again to help answer …
 
“There’s that cringing feeling of not wanting to open your bank account on a Monday.” — Mystery Millennial In this final installment with Mystery Millennial, we find out what's new in her financial journey and how she’s navigating towards financial confidence and freedom. Particularly, we challenge the notion of whether making more money makes us g…
 
Ever feel like your insurance agent doesn't have your best interest at heart when selling you products? Ryan and I are going to give you the non-conflicted version of the Term vs Whole Life debate. We will cover the upsides and downsides to both types of policies. Have you heard about the Financial Residency medical student scholarship? 10 students…
 
Should you borrow money to pay the tax on a Roth IRA conversion? Should you do a Roth conversion or capture non-qualified long term capital gains? How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? Should a highly compensated employee use the mega backdoor Roth strategy? Are the tax savings on a conversion worth it…
 
Carrie Casden is a business manager, Certified Money Coach, and the founder of Summit Financial Management. She joins Stacy Francis to discuss the eight money archetypes and how to identify them, becoming the driver on the road to financial security, and how to spend wisely. Your money archetype is the facet of your personality that involves your r…
 
My guest on today’s episode of 20/20 Money is Nathan Hayes of IDOC. Nathan has been on the show in the past and I was excited to have him come on the show and talk about a topic that I find myself discussion with ODs regularly: how much cash to keep in your practice. In today’s discussion, we talk about how we define expenses and how many months of…
 
Many of you have been asking me where I have been hiding Taylor! She is out of hiding and going to be hanging out with me today. We’ll be talking about personal finance, things going on in our lives and our community, and really despite all the things happening in the world today that there is just a lot to be thankful for! Don't miss the FIRST EVE…
 
Jace is interviewed on his own show to share his millionaire story! He unveils his portfolio allocation which includes 400K in retirement accounts along with holdings in both small business and real estate. He discusses mindset, goal-setting, intentionality, and how it all started from working a paper route and a lawn care business. Jace also share…
 
CFN Retirement Plan Specialist Dennis Jablonoski and Financial Planner Ryan Flurer host a special edition of the Your Life Your Wealth podcast focusing on 401k plans. These employer-based plans need attention at regular intervals in order to be most effective for all involved. Dennis and Ryan discuss several year-end 401k plan issues and offer prac…
 
This week Caleb is flying solo behind the mic to bring you some relevant compensation data points on some of the candidates we recently placed. We want to share this with you because there is a shortage of compensation data available in the profession and it will hopefully give you a better understanding of what level of compensation you can comman…
 
Kirk is moving (Again!) and it turns out so is a large portion of America. On this episode Jake and Kirk discuss pew research showing that 22% of adults have moved due to covid19. There is a time-honored tradition of “Go-West Young Man” to find the opportunity elsewhere. That is America on the Move. *“Tax preparation, planning, IRS representation, …
 
Identifying your goals is important because it gives you direction in your finances, as is the case for Maise and Blue. However, as Kayse and I will get into, if you aren't setting up the right banking structure to go along with those goals OR not actually saving for them it defeats the whole purpose. Financial Residency, in partnership with an ano…
 
The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities, especially given the uncertainty of future tax law. Chas Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two…
 
The Engineer of Finance talks about why he loves being an investment advisor. Seeing the successes of his clients and listeners creates so much joy for him! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with l…
 
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. On this episode of The Retirement Huddle podcast, Mark Howard explains some of the areas where we often see people get out of tune in their financial plan. Read more and get additional financial planning resources he…
 
Are you and your spouse on the same page when it comes to finances and retirement planning? On today’s episode of How Money Works, Craig and Jennifer Moser explain why it’s so important. Read more and get additional financial resources here: https://maestrowealth.com/2020/11/19/ep-17-getting-couples-on-the-same-financial-page/ What we discuss on th…
 
The year 2020 has been no ordinary year. And you can expect with PPP, HHS, and EIDL loans and grants, taxes might not be ordinary when they come due. On this episode of the Dentist Money™ Show, Ryan interviews Morgan Hamon of the HDA Accounting Group. Are you wondering what pandemic federal support money might mean for your taxes? On this podcast, …
 
There are so many things to take care of in retirement. It can all feel overwhelming. Many people worry about their jobs, the state of the world, retirement, and their uncertain future. On this episode of Retirement Answer Man, you’ll learn what you can do to ease your worries about the unknown as well as discover the answers to questions from list…
 
We catch up with Mystery Millennial. In Episode 5, she talked about her love-hate relationship with money. In just 3 months since that episode was recorded, she paid off more than $15,000 of debt! Feeling financially liberated, Mystery shares how her life completely turned around after paying off that much debt. Did she finally treat herself to tha…
 
Have you heard of a HSA? Confused as to what they are and how to use them? Well then, keep listening as Jimmy and I get into the ins and outs of Health Savings Accounts: what they are, what they do and what they are not (spoiler alert these are NOT the same thing as a FSA)! We are looking for 10 lucky medical students to win a $5000 scholarship fro…
 
Joe and Big Al have been making retirement planning, investing, and tax reduction fun for years on the YMYW podcast. We're celebrating 300 episodes with just the funny stuff: great email intros, some of our funniest Derails, a couple never-before-heard outtakes, hilarious moments from our interviews with Dr. Daniel Crosby and Professor Jamie Hopkin…
 
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