A podcast by British expats in the US, for British expats in the US. We're the Brits In America is brought to you by Plan First Wealth LLC, a US/UK cross-border financial planning and wealth management firm exclusively serving successful British expatriates now living in America. Being an immigrant to America can be - should be - a wonderful, life-changing decision. But, it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations that can catch th ...
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A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
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Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures ...
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Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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Digging into the big stories that will shape the day for viewers in Asia as they wake up, tapping into CNN’s network of correspondents around the globe, alongside news-making guests and expert analysis to provide a comprehensive briefing on what matters and why. First Move takes on a broad palate, covering news, finance, business, technology, AI, art, travel, fashion, sports & entertainment. Plus, exploring the frontier science, cutting-edge technologies and innovations driving 21st century ...
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Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!
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NOBS Wealth Podcast: Unpacking the Realities of Wealth and Mindset Overview: Join Stoy Hall in the captivating NOBS Wealth Podcast, where transparent, engaging conversations about wealth and mindset are at the forefront. As a wealth advisor at Black Mammoth, Stoy delves into the financial world with honesty and insight, cutting through the industry jargon to offer clear and actionable advice. Highlights: Money Mindset Series: Explore the intersection of psychology, emotions, and wealth. This ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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When business owners have clarity in their financial actions, they’re able to use their wealth for good. We're here to provide clear communication on steps you can take to accelerate your profit and build financial resiliency as a business owner. Profit first!
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The Wilmington Trust GEMs podcast series to help you plan for life’s major events.
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"This podcast will leave you feeling inspired to take a more proactive approach to your savings, earnings, & expenses." - BuzzFeed | Yo Quiero Dinero is an award-winning personal finance podcast that empowers listeners on topics like entrepreneurship, investing, financial independence & money mindset. Hosted by Jannese Torres, Latina money expert, author and entrepreneur. Known as “the swaggiest personal finance podcast", each week we drop episodes brimming with POC-friendly personal finance ...
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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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Real people with real problems get realistic solutions. Your guide to understanding an unpredictable economy. Are you stressed out about your finances? Feel like the odds are stacked against you? We are too. It feels like we should be able to afford all of these things as adults — a house, a car, raising children...even just a social life— but so many of us simply find it out of reach. How did the economy find itself here? Why are things the way they are? And how can we make it work anyway? ...
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Welcome to Not Ordinary Wealth podcast, where amazing things happen! Here we will go through my journey on creating my very first ever podcast. We will also interview the top leaders and marketers in order to find the best strategy and plan in order to make money online quick. Why you ask! Listen to the first episode to find out...
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Financial coach & mortgage specialist David van Noppen & his wife Rebecca dig in to the heart issues around money. With practical tips & advice, they will challenge & encourage you to find hope & freedom in your finances, as well as in God's plans & purposes for your life.
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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans
Vanessa and Shana | Christian Financial Coaches | Dave Ramsey Fans
***TOP 1% MONEY & FINANCIAL SUPPORT PODCAST*** Do you make good money but have nothing to show for it? Tired of using your bank account & credit card balances as your budget? Want to get debt-free but don’t want to sacrifice everything to do it? Ready to save money and build generational wealth? You’re in the right place! We’re telling you exactly how to budget, pay off debt, save money & stop living paycheck to paycheck. We’re Shana & Vanessa: BFFs, business partners & Dave Ramsey Solutions ...
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Welcome to the Mind Wealth Podcast where we teach you to think differently about money and make changes in the way you manage your money so that you can take home more profit, pay less taxes and live a better life.
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Jose and Russell, lifelong friends of over 15 years, united by a profound love for the great outdoors and an unwavering commitment to wildlife conservation. This captivating podcast paints a vivid picture of their shared adventures. Their camaraderie sets the stage for engaging discussions and reflections of the beauty of the natural world. With a Masters in Range and Wildlife Management, Jose brings a wealth of knowledge to the conservation conversation. Together with Russell, an engineer i ...
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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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This is the Hawaii Money Guy Podcast by Indar Lange. Indar created the top real estate investment team in Hawaii. With experience on over 100 projects, 150 rentals, and $130 million in deals, he has a wealth of knowledge to contribute. Check out Hawaii Money Guy every Monday morning Hawaii time, to get all the tips & tricks about being smart with your money.
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Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: The RetireSHIELD™ Podcast with Casey Marx. The RetireSHIELD™ Podcast covers new and meaningful financial planning topics every week. The focus is on preparing for retirement, nearing retirement, and already retired strategies. Stocks, mutual funds, etfs, annuities, life insurance, estate/legacy planning, and long-term care planning are among the many investment options dis ...
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Invest smarter, master your money, live & give more
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The Deep Wealth Podcast - Your Blueprint To Maximize Your Business And Personal Deep Wealth
Deep Wealth by Jeffrey Feldberg
As a busy entrepreneur, you know how to build a successful business. But here’s the harsh reality: The skills that built your business are not the same ones that will sell it. And if you think you can wait until the last minute to prepare for your exit, you’re putting everything you’ve worked for at risk. Why Should You Care? You’re not alone in thinking you can prepare for your exit when you’re ready to sell. But this common misconception can cost you millions. Up to 90% of liquidity events ...
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Making a generational impact starts with one: one person, one family, and one community. And so, the Gen One Legacy is our attempt to help first-gen tech professionals like you get your financial house in order so you can live your legacy. Hosted by Peter Donisanu, a Private Wealth Manager, this podcast serves to simplify your journey through the often-complex world of wealth management, tailored specifically for the first-generation impact-oriented tech worker. One person can’t change the w ...
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We discuss essential steps and processes for buying a single-family 🏠. Everything from:- Partnering with the right Lender🧑🏾💼👩💼👨🏿💼 - Partnering with the right Realtor🧑🏾💼👨🏿💼👩💼- Insuring the home📄🏠- Maintaining the house🛠️🏠- When to refinance🏦 and Leverage the Home Equity💰.These things are essential🤔 for anyone who wants to buy a home🏠, and we think you'll find them helpful🆘 If you wish to learn🤓 more about purchasing a home🏡, join us👋🏽! We promise you won't be disappointed.
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The podcast focuses on teaching traditional, conservative, and/or Christian men & women how to become successful in this culture, become better versions of themseleves, and practice what they preach, so they can be more influential in the culture.
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For more than 40 years, Douglas R. Andrew has helped thousands of clients achieve a more abundant life through sound principles, innovative strategies, and impassioned dedication to what he calls the Three Dimensions of Authentic Wealth. Join us to learn how you can create wealth in all 3 Dimensions of Life. We believe that Wealth Comes By Balancing 3 Dimensions, Not Just One. For more than 40 years, Douglas R. Andrew has helped thousands of clients achieve a more abundant life through sound ...
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For 17 years we’ve been helping people achieve their dreams. We have the right products with mass appeal that are not overpriced to hike up the profit margin. Our copyrighted compensation plan has no unrealistic qualification requirements to limit the playing field. The owners are first and foremost, network marketers, who know that the most important company asset is YOU – the distributor/customer.
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Pension Protectors is a podcast for first responders designed to help tackle and make sense of various financial topics. This includes the complexities of their pensions as well as other financial matters. The hosts Matt and Clint have been working with first responders for a combined 30 years, and want to share their laughs and stories from along the way. All the while deliver timely, valuable information that is actionable. www.triplecrownwm.com Clinton Kersting and Matthew McManus offer s ...
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Our show is education-based to give information to entrepreneurs to help them know the rules and regulations that need to be followed to help them avoid penalties and keep them in compliance. It also offers tips for success in various areas including marketing, website design, budgeting, understanding information on financial reports and more.By listening to this program, you will learn about specific regulations in the areas of business licenses, payroll, sales tax (for online and brick and ...
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Teaching women financial literacy, and helping them be more confident investors, entrepreneurs or go further in their careers.
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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping ...
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Young professionals making smart money moves to establish and spread generational wealth. We talk about Gods plan for our wealth building, real estate, cryptocurrency, student loans and personal finance goals. Tune in every week for new guests who are building black wealth early 🖤. Cover art photo provided by Thought Catalog on Unsplash: https://unsplash.com/@thoughtcatalog
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USA Financial Radio is all about the American consumer in retirement, or with retirement on their mind. This nationally syndicated show is committed to providing a fun and educational approach to important financial topics facing retirees or the soon-to-be retiree. While occasionally a bit comical, the information shared is designed to "cut-to-the-chase" and be "meaningfully relevant" to those with wealth to build, and wealth to protect.
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Most people really want to be successful, but they don’t know where to start or how to make their dreams a reality. The Table with Anthony ONeal will inspire you to shift your mindset and get a clear vision for your future so you can start winning with your life and money. You’ll learn how to build wealth and develop strong relationships, find out how to have hard conversations, and get the advice you need to be successful.
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Retirement talk - Redefining Wealth and Your Money with Laura Stover is a podcast that educates, entertains, and helps prepare our listeners for retirement. It's a show designed for those looking to maximize their financial efficiency and fulfill their lifestyle. It is also geared toward those needing to transition from accumulation to preservation and the necessary shift in how money is managed. Based on Laura’s two decades of experience with financial coaching and consultation to hundreds ...
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Welcome to Financial Mastery Simplified, the podcast that turns the complex world of money into easy-to-understand lessons. Imagine sitting down to your favorite snack, a simple yet delightful peanut butter and jelly sandwich. That's the ease and satisfaction we aim to bring to your financial education journey. Each episode, hosted by a team with deep roots in the mortgage sector and a passion for simplification, peels back the layers of financial topics that touch every aspect of your life. ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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Real Estate with Nicole is the ultimate podcast for anyone interested in the dynamic world of real estate in the greater Toronto area. Nicole Lopez is a seasoned realtor taking you on an exciting journey through the ins and outs of the thriving Toronto housing market. With a focus on homebuying and the latest industry trends, Real Estate with Nicole equips you with the knowledge and tools to make informed decisions. Toronto, Mississauga, Etobicoke, Brampton, Caledon – each known for their vi ...
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Discussing anything that affects the roof over your head, your bank account or anything else that benefits you.
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#553: The First Financial Question We Ask Every Dentist - Part 2
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Debt can evoke a range of emotions—how do you feel about yours? In this episode of the Dentist Money Show, Matt, Will, Jake, and Victoria continue discussing the money questions they ask every dentist. In part 2 of the discussion, they dive into the psychology of debt and explore how feelings and debt tolerance can influence important investment de…
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Trump: Will Vote Against Florida Abortion Rights Measure
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Donald Trump tries to clarify his reproductive rights stance. Kamala Harris' CNN interview comes under scrutiny. Volodymyr Zelensky fires the head of the Ukrainian Air Force after a top F-16 pilot dies. In a busy hour of news, Lynda Kinkade also reports on the massive task of vaccinating 640,000 children in Gaza against polio. We also discuss the e…
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Mastering High-Stakes Sales: Key Strategies for Selling to C-Suite Executives with Theresa French
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Send us a text Unlock the secrets to closing high-stakes deals with C-suite executives! In this episode, sales expert Theresa French shares five game-changing strategies that can transform your approach, boost your confidence, and help you master the art of selling to top decision-makers. Don't miss out on these powerful tips that could elevate you…
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What may feel like a recession isn’t exactly a recession according to traditional definitions, and on today’s episode #392 of “Let’s Talk Money with Dave and Reb”, the co-hosts talk about the new buzzword “me-cession” that is representative of how Canadians are feeling about the current economic climate. Others are calling it the “per capita” reces…
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296 | From Conflict to Collaboration: Overcoming Money Struggles in Marriage with Therapist James Christensen
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Snag Our Signature Budget Template! Hey, Budget Besties! 🤑 In this episode, we’re diving deep into the intersection of love and money with James Christensen, a marriage therapist from California. He’s here to help us navigate the often icky topic of finances in relationships. Trust us, you don’t want to miss these nuggets of wisdom! 💡 What We Cover…
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455: Thriving in Midlife Part 7: Elevating Your Life Repurposement Experience
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The journey of Repurposement is not a one-time event but an ongoing process that shapes the legacy you leave behind. To wrap up our “Thriving in Midlife” series, we explore how to ensure that each step you take is aligned with the life you are destined to lead. In this episode, we discuss: Why it’s important to evolve your Repurposement experience …
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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
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Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …
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Harris In CNN Interview: “My Values Have Not Changed”
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Presidential hopeful Kamala Harris and her running mate Tim Walz are interviewed by CNN for the first time since she announced her intention to run. We have a preview clip and analysis from both sides of the aisle. Plus, the killing of an Islamic Jihad commander in a shootout at a Mosque in the West Bank, and Ukraine reports the death of one of its…
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YFP 374: Pharmacy Innovators with Aaron Emmel, Founder of Pharmacy Tech Scholar
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In this episode of the Pharmacy Innovators series hosted by Dr. Corrie Sanders, we meet Dr. Aaron Emmel, a pharmacist with a diverse career path. This episode is brought to you by YFP+. Summary In this latest episode of the Pharmacy Innovators series hosted by Dr. Corrie Sanders, we meet Dr. Aaron Emmel, a pharmacist with a diverse career path. Dr.…
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From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
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Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…
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Israel Launches Major Military Operation In West Bank
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Wall Street's most important stock Nvidia reports earnings. Telegram's CEO is ordered not to leave France. Toymaker Lego builds a sustainability plan to free its bricks from fossil fuels. In a busy hour of news, Zain Asher also interviews the woman entrepreneur who founded a candy company reaping tasty rewards. Learn more about your ad choices. Vis…
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295 | Pumpkin Spice and Everything Budget: Make Your September Budget With Us 🍁
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Snag Our Signature Budget Template! Hey, budget besties! 🍁 September is just around the corner, and it’s time to make sure your budget is ready to handle all the upcoming expenses—pumpkin spice lattes included! In this episode, we guide you through the process of closing out your August budget and setting up a solid plan for September. From managin…
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Ep. 96 - Why First-Gen Wealth Builders Are Changing the Game w/ Valeria Rivera, CFP®
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Message us, here for you! Alright, let's dive into some real talk about money, wealth, and breaking the cycle of financial illiteracy with Valerie Rivera, the badass behind First Gen Wealth. This episode is a wake-up call for anyone who's ever felt lost in the financial world, especially if you're a first-generation wealth builder. Valerie's story?…
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Should you increase stocks before retirement?
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In this milestone 80th episode of the Physician Family Financial Advisors podcast, Nate Reineke and Ben Utley celebrate their journey with some lighthearted banter before diving into pressing financial questions from their listeners. They cover key topics like maximizing health savings accounts (HSAs) under COBRA, the best practices for rebalancing…
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Lessons From Losing $28 Million | Navigating Sudden Wealth with Paul Deloughery
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Ever wondered how financial security might actually be holding you back? Join us as we unpack the intricate world of wealth transfer and estate planning, starting with the surprising challenges of inheriting physical assets like gold and precious metals. Through the lens of a multi-generational family in Naples, Italy, we reveal how the comfort of …
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Follow These 5 Steps and Watch Your Income Grow Instantly!
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On this episode of The Table with Anthony ONeal, we share the crucial steps for building generational wealth. You'll learn the importance of seeking wisdom and applying knowledge, the benefits of paying off consumer debt, and the significance of starting to invest in your wealth accounts. These steps will help you make smart investment choices and …
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Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe
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Watch this episode on YouTube In this episode of the Canadian Money Roadmap podcast, host Evan Neufeld chats with Jason Yee, the dynamic co-founder and CEO of GrantMe. Jason shares invaluable insights on how Canadian families can navigate their way to a debt-free university education for their children. From understanding the difference between gra…
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Researcher And Former Hospital Executive Morley Robbins Reveals The Hidden Dangers Of Iron And What You Can Do About It (#364)
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Send us a Text Message. “For optimal health ensure you take more copper and donate blood regularly.” - Morley Robbins In this episode of the Deep Wealth Podcast, Jeffrey welcomes Morley Robbins, known as the Magnesium Man, for his fourth appearance. Robbins, the creator of the Root Cause Protocol, provides a deep dive into the importance of copper,…
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Special Counsel Files Reworked Indictment Against Donald Trump
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CNN will hold the first joint interview with Kamala Harris and Tim Walz. Trump says he’s accepted rules for a September 10th debate. House Republicans accuse the White House of censoring social media. Mexico freezes ties with U.S. and Canadian embassies. All that and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Breaking the Money Cycle: How to Escape Generational Curses & Build Wealth
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Summary In this conversation, Jax Crider and Sam discuss the importance of financial education and the shame surrounding it. They highlight the lack of financial education in schools and the impact of cultural backgrounds on financial knowledge. Jax shares her personal experience of growing up with financial education and the importance of starting…
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Proven Strategies to Expand Your Network and Drive Consistent Leads with Colin Hirdman
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Send us a text Join me as I sit down with LinkedIn expert Colin Hirdman, who reveals the secrets to transforming your network into a powerful lead-generating machine. Whether you're a seasoned professional or just starting out, this episode will equip you with actionable strategies to grow your influence and consistently drive revenue on LinkedIn. …
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Rx Money Roundup #4: What are the best ways to plan for healthcare costs in retirement?
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This week, Tim Ulbrich, PharmD, and Tim Baker, CFP®, RLP®, RICP®, discuss a question from the YFP community raised during a recent webinar: "What are the best ways to plan for healthcare costs in retirement?" Mentioned on the Show: Submit a Question to Be Featured on Rx Money Roundup Subscribe to the YFP Newsletter YFP Disclaimer YFP 329: Medicare …
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As retirement approaches, it is important to have a plan in place. One common mistake people make is leaving their 401k in a cash account that only pays a marginal rate of interest. This can result in missing out on potential gains from the stock market. Brandon discusses common mistakes retirees make and highlights the importance of being tactical…
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Being Prepared For Long-Term Economic Downturns
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Mike discusses the importance of preparing for a recession and offers advice on how to recession-proof your retirement. He emphasizes the need to minimize discretionary spending, raise your cash position, and de-risk your future portfolio. Mike also highlights economic indicators to watch for, such as consumer credit card spending, layoffs, and cha…
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The Election: Avoiding Emotional Decision-Making
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Mike Riedmiller discusses the potential impact of the upcoming election on finances and retirement planning. He speaks on the importance of not getting caught up in the emotion and uncertainty surrounding the election and instead focusing on long-term financial planning. To schedule your complimentary portfolio review with Riedmiller Wealth Managem…
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Justice Department Aims To Revive Trump Classified Docs Case
51:13
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France detains Pavel Durov in criminal investigation. Israeli schools tries to create normalcy amid cross-border fire. Dow Jones Industrial Average closes at record high while NASDAQ and S&P slide. More than 80 million are at risk for severe thunderstorms in United States. All that and more. Learn more about your ad choices. Visit podcastchoices.co…
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294 | Balancing Needs vs. Wants: A Guide to Smarter Spending
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Snag Our Signature Budget Template! Hey, budget besties! In today's episode, Shana and Vanessa are diving deep into the questions and concerns you've been sharing with us about spending. Whether it's struggling with compulsive spending, balancing needs versus wants, or just feeling like you’re living paycheck to paycheck, we've got you covered. We'…
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TL;DR - Too Long Didn't Read In our new TL;DR series episode, Jake reads his latest blog post which recounts a childhood memory and explores the power of long-term investing and the the stock market. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can he…
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The Complete Guide To Implementing Roth Conversions: Tax Strategy
26:21
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Roth conversions can add millions of dollars to your retirement, but too many make mistakes and implement them at the wrong time, not at all, or in excess. Understand the role of when conversions make sense and when they don't. That's what this episode is all about. Begin optimizing what you've worked so hard for and implement conversions when appl…
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Our team of skilled analysts recently reviewed their PPC recommendation. Listen to this recording to find out which factors they considered to reach their hold recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information…
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Have $1,000 or More in Credit Card Debt? Pay It Off Fast This Way
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On this episode of The Table with Anthony ONeal, we tackle the challenge of paying off $1,000 or more in credit card debt with practical, actionable steps. AO explores the importance of stopping credit card usage to prevent further debt accumulation. Today, you'll discover how to generate extra income and utilize the margin in the debt snowball met…
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Elite Business Coach Charles Gaudet Reveals Secrets To Predictable Profits (#363)
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Send us a Text Message. “Enjoy the journey exactly as it is regardless of the challenges.” - Charles Gaudet Elite business coach Charles Gaudet shares his personal entrepreneurial path, starting from a young age and growing his first multi-million dollar company by age 24. Now a renowned coach, author, and podcast host, Charles reveals the importan…
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How Les Turned Self-Care into Self Employment | Les Alfred
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Episode 283 features Les Alfred of Balanced Black Girl. We're talking about how Les turned self-care into self employment. Listen now! Les Alfred is an award-winning podcast host, speaker, and content creator. For nearly a decade, Les has created inspiring, approachable wellness content leveraging her expertise as a personal trainer, nutrition coac…
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#551: Two Cents 8/24 - Interest Rate Cuts; Stock Market Dips; Pumpkin Spice Lattes
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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, Victoria, and Rabih dive into the recent Federal Reserve symposium and what will happen next to interest rates. They review the early August stock market dip and why it's important to understand that dips are a norma…
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RFK Jr.: Will Now "Throw My Support To President Trump"
50:56
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RFK Jr. suspends his campaign and backs Donald Trump for president. Millions are impacted by floods in India and Bangladesh. The Fed's Jerome Powell signals rate cuts are coming in September. And, the Taylor Swift memorabilia show in London. All that and more with Lynda Kinkade, in for Julia Chatterley. Learn more about your ad choices. Visit podca…
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Investment Champagne Tower - Where To Invest Your Money?
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Today, we’re breaking down the order to invest your money. We hear this question from our clients all the time: my friends are investing in this private deal, should I do something like that as well? Well, hold the horses a bit, because before we go all the way to the “private deal”, there are some other basic (maybe not as sexy as a private deal),…
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From Freelancer to Thriving Agency with Jake Perry
28:21
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Send us a Text Message. Are you ready to learn how to transform your freelancing business into a successful agency within just 6 to 12 months? Join us as Jake Perry, founder of Dig Surf, shares his journey from solo entrepreneur to agency leader. Jake reveals the exact strategies he used to scale his business, from landing major clients to building…
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293 | Your First $10K: How to Budget, Save, and Stop Relying On Credit Cards
22:30
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Snag Our Signature Budget Template! In this episode, we’re hanging out with Jess, a dedicated dietitian with a big financial goal—saving her first $10,000! We’re diving deep into practical steps to take control of your finances and make that first major milestone a reality. Whether you're trying to break free from the paycheck-to-paycheck cycle or …
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454: Busting 6 Big Financial Myths for Retirement
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In a world where you have more financial information at your fingertips than ever before, it’s vital to be aware of myths, rules of thumb, and unverified guidance that isn’t geared toward your unique financial situation. In this episode, we discuss: The risks of dividend-only income Caveats of the Rule of 100 Factors that should apply to your withd…
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Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
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Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…
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Pension Protectors Ep13 Common Retirement Pitfalls and Wins
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Clint and Matt talk about where they see retirees getting things right and getting them wrong.By Matt & Clint
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YFP 373: Pharmacist's Playbook to Buying Your First Home
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Nate Hedrick, the Real Estate RPh, discusses six key steps in the homebuying process for first time buyers. This episode is brought to you by Real Estate RPh. Summary Nate Hedrick, the Real Estate RPh, joins the show to talk about the pharmacist’s playbook to buying your first home. He discusses six key steps in the homebuying process including: Ho…
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The $100K+ Retirement Plan You Need to Know About
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In this episode of Anderson Business Advisors, Toby Mathis, Esq., speaks with Jeff Mason and Chris Hammond from Redwood Retirement on the intricacies of $100,000+ cash balance retirement plans, focusing on how innovative solutions can benefit business owners. They explore the key aspects of these plans, including what can be paid and deducted, the …
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Work-life Harmony with Bessi Graham
1:02:04
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Join John as he and Bessi discuss the nuances of The 3.3 Rule. They cover any potential problems people might raise about giving employees time off during the workday. This podcast episode was recorded and graciously given to us by Bessi. Follow Bessi: https://bessigraham.com/ John Briggs | Tax Genius info@incitetax.com 801-999-8295 Visit our websi…
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Ep.58 Epic First Casts & Safari Hunts with Dr. Emily Belser
1:05:16
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In this exciting episode of Wild Life Outdoors, hosts Jose and Russell sit down with Dr. Emily Belser, an avid adventurer with an impressive start in fly fishing. Emily's journey began in Belize, where she caught some of the most sought-after fish on her very first trip, making for an epic introduction to the sport. The conversation then takes a wi…
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