show episodes
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
  continue reading
 
Get smart about your personal finances—with help from the Nerds. From answering your real-world money questions to breaking down the latest personal finance news, NerdWallet’s in-house Nerds will give you the clarity you need to make smart decisions with confidence, avoid throwing money away on common pitfalls and penalties, and ensure your money is always working as hard as you are. You’ll get pro tips on managing your investments, understanding and using your credit score, and tackling you ...
  continue reading
 
The Insurance Technology Podcast brings together interesting people from across the insurance ecosystem to discuss and debate technology’s impact on insurance products, businesses, and the industry. While “InsurTech” seems like the buzzword of choice these days, insurance technology has been around for decades. As a true believer that the past informs the future, podcast host Reid Holzworth speaks to both insurance industry “godfathers” – the original innovators who paved the way for tech at ...
  continue reading
 
Each week, Health Affairs Editor-in-Chief Alan Weil brings you in-depth conversations with leading researchers and influencers shaping the big ideas in health policy and the health care industry. A Health Podyssey goes beyond the pages of the health policy journal Health Affairs to tell stories behind the research and share policy implications. Learn how academics and economists frame their research questions and journey to the intersection of health, health care, and policy. Health policy n ...
  continue reading
 
B
Broker Brett Radio
Series avatar that links to series pageSeries avatar that links to series page

1
Broker Brett Radio

brett@brokerbrett.com, Brett Fulmer

Unsubscribe
Unsubscribe
Monthly
 
Broker Brett radio is a range of conversations with entrepreneurs, startup folks, family, and friends. We're here to break down the usual walls in business and society, to have vulnerable, real, but hopefully uplifting and helpful conversations around small businesses, startups, health, and more. Some content reshared from Insurance Nerds as well, InsNerds.com. brett@brokerbrett.com is a great way to connect if you want to talk shop or join me on the show.
  continue reading
 
Tired of feeling out of your depth when looking over real estate deals? Learn from the pros in our Contract Forensics episodes. Real estate attorney Scott Smith will be interviewing professional real estate investors and CPAs as they break down deals. Learn the basics of contracts, tips and tricks for success, and some of the fine print and common mistakes that turn money-makers into money-pits. Listen in for great advice, big personalities, and great conversations about real estate investin ...
  continue reading
 
This is the place where tech workers come to get smarter about their money. Hosted by CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd Malcolm Ethridge, this show seeks to shake up the traditional approach to personal finance and make concepts such as investing, tax planning, real estate, cryptocurrency, insurance, equity compensation and other executive benefits more accessible to the tech community. Once referred to as the "Stuart Scott of personal ...
  continue reading
 
We review 3 movies every episode and we release weekly! New episode every Tuesday at 8am EST! One movie is a new theatrical release, one film is always a HORROR movie, and then the third is a classic movie deep dive! Oscar movies covered during Oscar season! Welcome to I WATCH MORE MOVIES THAN YOU , and please take that as a challenge. What else on earth can you spend 10 bucks and then leave the planet for 2 hours !? Only movies. Come join us as we experience, explore, and journey through th ...
  continue reading
 
Since I started participating in the conversation about money, I've paid off student loans and car loans, saved up an emergency fund, maxed out my retirement accounts, save up for two down payments for homes, and left my corporate career to start two businesses. I want you to have the same results that I have had. That means you need to start getting in on the conversation. To make it easy, I want to bring more conversations about money to you. So here's what I'm doing. I'm starting a new po ...
  continue reading
 
With over 20 years combined experience running successful businesses, Kurt and Kenny have seen the good, the bad, and the ugly of entrepreneurship. Kurt is the straight-laced numbers guy who stays focused on the bottom line, and Kenny is the enthusiastic tech nerd who lives on the cutting edge. When they partnered up at the NeONBRAND Marketing Firm, their combined talents turned out to be the perfect formula for delivering exceptional results. Hear both weigh in on tough business challenges ...
  continue reading
 
Loading …
show series
 
In today's episode, we continue our insightful conversation with the insurance giant, Andy Gurczak, about optimizing insurance claims. In the second part of our discussion, Andy shares his unique insights on the hiring process in a highly analytical field like insurance. He reveals his secret to finding the right candidates who have the same drive …
  continue reading
 
In this episode of The Insurance Technology Podcast, Reid sits down with Casey Kempton, EVP Digital Business Officer at Chubb Small Business, to dig into insurance technology trends and challenges. Get ready to “nerd out” as Casey shares her thoughts on the evolution of commercial lines comparative raters, a rise in tech adoption, and what she woul…
  continue reading
 
This weekend we're joined by Jamila Souffrant, podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness. In her first book, Jamila shows you how to skyrocket your savings, blast through debt and ultimately accelerate your unique and truly epic journey to financia…
  continue reading
 
This weekend we're joined by Jamila Souffrant, podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness. In her first book, Jamila shows you how to skyrocket your savings, blast through debt and ultimately accelerate your unique and truly epic journey to financia…
  continue reading
 
Tony chats with Terry Wang, Co-Founder and CEO at Cios. They have created a brand new insurance product that tenants can buy and it protects them if they need to move before the end of their lease. We chat about why the product is needed, how they went about creating and underwriting it, and so much more. Very interesting conversation about the cre…
  continue reading
 
I am wondering if we should hire a professional to act as a guardrail to selling during times when we get spooked with all the uncertainty in the world. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgood…
  continue reading
 
Tony chats with returning guest Bill Murray about his career, his new role, the experience of job searching within insurance, advice for current job searchers, and his new book: "Enquire to Inspire: 20 Questions to Mentor Your Innovation Team to Success" Bill Murray: https://www.linkedin.com/in/bill-murray-mentor/ Bills prior episode on PIR: https:…
  continue reading
 
Welcome to NerdWallet’s Smart Money podcast, where we answer real-world money questions. In this episode: Nerds Sean Pyles and Kimberly Palmer speak with Farnoosh Torabi, author of the new book, “A Healthy State of Panic.” She explains how we can use our fears as a superpower to make better decisions when it comes to finances, career and life. Tora…
  continue reading
 
With early retirement on the horizon, our plan seems too good to be true, is it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices vis…
  continue reading
 
Tony chats with returning guest Elle Michell (Ep. 201). Intelligent Intentions is a boutique consulting firm offering consulting as it relates to third party vendors and suppliers that companies use. They help vendors and suppliers understand what they need to be able to partner with large corporations and government entities. Elle Michell: https:/…
  continue reading
 
My husband thinks we are ahead of the game when it comes to retirement and I wonder if we are saving enough. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data a…
  continue reading
 
In this episode, the conversation dives into a true real estate success story: the incredible journey of Todd Pigott. From humble beginnings with only $17 to his name, Todd went on to dominate the industry, closing over $100 million in fix and flip deals and lending over a billion dollars through his company. You won't want to miss his secrets to m…
  continue reading
 
Tony chats with Dr. Kim Everett and Stacey Saunders about the just released Phoenix certification by Insure Equality. Certification is the next step for Phoenix. While we are collecting the longitudinal data from Phoenix, the certification gives companies the opportunity to use the data from the Phoenix Assessment right now to build a stronger and …
  continue reading
 
We're prepping for a retirement that includes a good amount of travel. Can we do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices…
  continue reading
 
Tony chats with Katie Barrows, Communications Director at the Department for Professional Employees AFL-CIO and Elizabeth Kidder, Steward with OPE Local 39. We discuss the first union serving insurance professionals, why it's important, and how you can get involved. Video Version: https://youtu.be/fPWsCqNVq3Q…
  continue reading
 
Uncover the true cost of making financial decisions (and financial indecision) and get tips for shopping for a new bank. 01:19 This Week in Your Money: Explore the concept of financial opportunity cost and the trade-offs we make with our money with hosts Sean Pyles and Sara Rathner. They discuss the risks associated with sticking with the status qu…
  continue reading
 
With a mix of W-2 and 1099 income, do we have the right retirement plan in place? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices vi…
  continue reading
 
Based on the assets we have accumulated, can I retire at the end of this year? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit…
  continue reading
 
My wife is looking to do a reset in the next few years, is it a good financial decision? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pract…
  continue reading
 
How can I get my original contributions out of my 403(b) and into my personal Roth IRA while still working at a non-profit? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about …
  continue reading
 
Gobble, gobble! Happy Thanksgiving from Jill and Mark. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.…
  continue reading
 
Tony chats with Dan McCue about his career in Social Media Marketing in the insurance and insurtech industry. Having managed Social Media both for a very traditional carrier and for an insurtech it was a lot of fun to chat with Dan about the radically different experiences. Dan McCue: https://www.linkedin.com/in/danielmccue/ Video Version: https://…
  continue reading
 
With a ton of student loan debt, should we try to scrimp and save and pay off the loan as fast as possible or see if we eventually get forgiveness for a portion of it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodma…
  continue reading
 
Learn which prices are slowing down—or even dropping—as a result of deflation, including your Thanksgiving feast. Before focusing on price deflation, hosts Sean Pyles and Anna Helhoski explore recent financial updates, including the rising income among first-time homebuyers, the United Autoworkers Union (UAW) ratifying new contracts with the Big Th…
  continue reading
 
Tony chats with Bryan Saunders and Filip Sierpinski of PainWorth. Painworth was created to help claimants in Canada understand how to fairly value a personal injury claim so they can manage their claim better on their own in full trust and transparency with the insurance company without having to involve a middleman or litigation to make the proces…
  continue reading
 
I'm feeling the need for a professional reset. Can I pull it off? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www…
  continue reading
 
Tony chats with Colby Allen, Consultant and Financial Analyst at AgencyFocus. They are a financial consulting firm that works strictly with independent agency owners to understand the value of their agency and how to grow that value over time. They help you really understand the cash flow potential of the agency and really understand the potential …
  continue reading
 
Work is now a bit of a grind, and my health is okay but not fantastic. Can I retire now at 62? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy…
  continue reading
 
Do you really need money to be happy? Or is money the reason you’re unhappy? Either way, chances are your relationship to money and happiness is a little, well, messy. To kick off this Nerdy deep dive into money and happiness, Sean talks with happiness experts Gretchen Rubin and Robert Puff to understand what happiness really means. Then Sean talks…
  continue reading
 
On paper I feel like I'm successful, but I'm wondering if maybe there's more I could be doing? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy…
  continue reading
 
With a substantial amount of money in pre-tax retirement accounts, should we be considering Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data …
  continue reading
 
Tony chats with the Homee team: Brandon Donatelli, Chief Revenue Officer; Jessica Marose, VP of Marketplace Strategy; and Martha Ducharme, Senior Carrier Account Manager. Homee is leading the digitization of property claims. Their pioneering technology connects insurers, policy holders, and skilled service providers throughout the lifecycle of a cl…
  continue reading
 
I was forced to retire at 60 when I was laid off. Shocked at first, I'm really enjoying the freedom after decades in a high stress sales job. Can I still afford to buy a house without the steady paycheck? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on…
  continue reading
 
Tony chats with Alexis Cierra Vaughn, Founder and CEO at Off Course Consulting. They help insurtech, insurance agencies, and brokerages get back on course through sales, marketing and operations strategy consulting. Alexis used to be Head of Agency Marketing at Cowbell. Alexis Cierra Vaughn: https://www.linkedin.com/in/alexis-cierra-vaughn-77573862…
  continue reading
 
Learn tactics to make and manage a budget, understand credit scores, and manage debt to improve your financial health. 02:02 Budgeting Basics: Personal Finance Nerd Elizabeth Ayoola discusses how you can create and stick to a budget. She explains how to use the 50-30-20 method to allocate your income, gives tips on how to adjust your budget to fit …
  continue reading
 
I like my job but my wife is pretty miserable. With a history of early onset Alzheimer's in her family we would like to do a reset sooner rather than later. Can we do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goo…
  continue reading
 
Tony chats with Todd Greenbaum, President & CEO at Input 1. They provide an end-to-end digital billing system with full customization designed especially for the weird needs of insurance carriers, agencies, and MGAs. Premium financing? 3% down and 26 payments? No problem. Regardless of how unique your billing needs are they can handle it. Todd Gree…
  continue reading
 
I will be 62 next year and I have $500,000 in a 401(k) plan, $150,000 in cash and another $45,000 in a Roth account. I don't spend much. Can I retire in 2024? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.jo…
  continue reading
 
Delve into recent stock market developments. Plus, tax bracket adjustments. Before taking an in-depth look at what’s going on in the stock and bond markets, hosts Sean Pyles and Anna Helhoski delve into the recent developments in personal finance news. They start by breaking down the latest inflation numbers. Then, they discuss the concerning incre…
  continue reading
 
In this episode, Dan discusses the world of insurance claims with special guest Andy Gurczak from www.Allcityadjusting.com. Andy is a public adjuster, and his role is to fight on your behalf when dealing with insurance companies. This episode sheds light on the benefits of hiring a public adjuster, the process of filing claims, and how to maximize …
  continue reading
 
Tony chats with Vivek Sablani, Founder and CEO at Wizard Analytics. They enable underwriters to properly digest and analyze Statements of Values (SOVs) even if they have tens of thousands of locations. They can also plug into all your data subscriptions to enhance the SOVs. This not your father's cat modeling! Vivek Sablani: https://www.linkedin.co…
  continue reading
 
My wife and I are retired military and we're wondering what is the best strategy for accumulating wealth without a high tax burden? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn mor…
  continue reading
 
Tony chats with Freddy Seikaly, CEO at Honeyquote, a residential property insurance marketplace and digital insurance agency that supports coastal markets, especially in Florida! Homeowner's insurance premiums in coastal areas are 4x the national average. Honeyquote's technology integrates with the small regional carriers serving Florida and the Gu…
  continue reading
 
Craft your holiday shopping plan with Black Friday insights, then understand options for buying a home in today’s market. 01:24 This Week in Your Money: Unlock the secrets of savvy shopping by learning about the biggest sales events of the year. Hosts Sean Pyles and Sara Rathner discuss the holiday shopping season with Personal Finance Nerd Tommy T…
  continue reading
 
I have a progressively disabling terminal illness and may need home care in as soon as 18 months. How should we handle the proceeds from an upcoming home sale? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.j…
  continue reading
 
This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part two. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.jo…
  continue reading
 
This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part one. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.jo…
  continue reading
 
The bond portion of my portfolio is getting crushed. When will it improve? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: ht…
  continue reading
 
Understand employer-provided benefits, from dental and vision coverage to more unique perks like legal assistance. In the third and final episode of our special series on open enrollment, hosts Sean Pyles and Liz Weston discuss the various benefits that employers offer during open enrollment season aside from health insurance. Liz speaks with Amber…
  continue reading
 
With the interest rate on our HELOC rising rapidly, should we use some of our accessible funds to pay it off? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data …
  continue reading
 
Loading …

Quick Reference Guide