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Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Experts shape our world. Sometimes for better, sometimes for worse. In every big story, you’ll find one; you’ll find a researcher, scientist, engineer, planner, policy wonk, data nerd, bureaucrat, regulator, intellectual, or pseudo-intellectual. Their ideas are often opaque, unrecognized, and difficult to understand. Some of them like it that way. On Cited, we reveal their hidden stories.
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2 guys, halfway around the world from each other, talk about stationery with the occasional guest
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CWP Society is proud to produce the "Wedding Planner Pro Files" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
Jack Forehand, Justin Carbonneau and Matt Zeigler
Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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An event planner podcast. Helping you have the most impact in your corporate events career.
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall on why your money needs to work harder, for longer.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Simple Wealth Planning LLC. www.gentlemanspeculator.com
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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting planners, speakers and industry experts about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
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Drawing from over two decades of experience and over 5,000 successful events attended by millions, join Nick, the host of "The Professional Partier" podcast, as he shares invaluable insights tailored for event planners, hospitality professionals, marketers, and discerning industry pros eager to elevate their craft.
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Prayers Planner Podcast is for your motivation, inspiration and encouragement to combat daily spiritual warfare and use your spiritual gifts to advance the Kingdom of God!
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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A Wedding Business Podcast - Tips and tricks to, grow and sustain a amazingly successful wedding business in a way that's is fun and gives you tons of freedom.
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Life’s too short to worry about wedding favors, obligation guests, and bridesmaid dramas. Listen to the Bridechilla Podcast, take control, and enjoy wedding planning!
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Learn all about investing in real estate in Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
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If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
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My Comprehensive Planner is the ONLY WAY for people to manage their finances.
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Real estate financial planner Cynthia Meyer welcomes fascinating guests who share real-life stories of how they are realizing their financial potential.
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
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Are money worries keeping you up at night? You’re not alone. Join Matt, a finance expert with over 20 years of experience, and Nate, a self-employed financial planner with 15 years in the industry, as they help you take control of your financial future. From financial literacy basics to practical tips for building wealth and avoiding common pitfalls, Matt and Nate bring clarity, empowerment, and a healthy perspective to your personal finances. Whether you're looking to reduce stress, improve ...
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Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
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Jack Martin is a Financial Planner living in Knoxville, TN. He reveals some of the tips, tricks, and pitfalls of trying to achieve financial freedom and live a fuller life.
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Learn all about investing in real estate in Metairie, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Metairie plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Metairie).
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Learn all about investing in real estate in Naperville, Illinois with a combination of real estate financial planning and modeling with numbers specific to Naperville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Naperville).
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Learn all about investing in real estate in Dallas, Texas with a combination of real estate financial planning and modeling with numbers specific to Dallas plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Dallas).
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Learn all about investing in real estate in Montgomery, Alabama with a combination of real estate financial planning and modeling with numbers specific to Montgomery plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Montgomery).
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How far off the mark do you think we are? 😂📙 We want to hear from you!Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/plannerpalspodcast📙 Want to find us elsewhere?Jess: https://youtube.com/JashiiCorrinMark: https://www.youtube.com/@markyourpages
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What to Do If You’re Really Close to Forgiveness
18:41
18:41
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If you're counting down your final PSLF payments and feeling like you're losing your mind with all the uncertainty, this episode is for you. We'll tackle what's actually worth worrying about when you're close to forgiveness, explore strategies for navigating the final stretch, dig into the PSLF buyback situation, and cover what you need to know abo…
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In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn't blindly follow billionaires' market moves, the importance of finding an investment strategy you can stick with, and why the market rarely operates at extr…
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427- Finding the Right Wedding Planner with Diane Kolanović-Šolaja
50:28
50:28
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Dee Kay Events' Diane Kolanović-Šolaja returns to the show to share her tips for finding the right wedding planner for you! As a former corporate planner, she recounts her experience with a wedding planner that led to numerous challenges throughout the process and on the wedding day. Diane shares key questions to ask potential planners, types of …
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Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen
25:30
25:30
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Augustus Christensen is the Founder and CEO of Scoops, and he joins the show today to share how he got into wealth management. If you're interested in the journey from finance to entrepreneurship, learning how to leverage early career experiences, or exploring ways to make financial literacy more accessible, this episode is for you! Listen in as Au…
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This week, Meg and Myra discuss Thanksgiving holiday, Plum Paper Black Friday sale, the Bluesky migration, real allyship, the down fall of Yung Money, Beyonce' Christmas halftime show, and ALLL the Black Friday deals!! Plum Paper sale! get an extra 10% off when you use our link: https://www.plumpaper.com/exclusive/plannersandwine Want to check ou…
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Ep. 566: Neglecting your home will cost you
57:38
57:38
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On this week's episode Dame and Pete talk about how easy it is to get behind on home projects.By Pete the Planner
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Unlocking Success in Wedding Planning: Building Community and Achieving Goals
34:39
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Discover how to elevate your wedding planning career with the invaluable insights of Aisha Garnett, a Master Certified Wedding Planner and Certified Educator, in this episode of the Wedding Planner Profiles podcast. Unlock the secrets of connecting with seasoned professionals through the CWP Society and learn the art of finding your "wedding planne…
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In this episode we are joined by the one and only George Kinder. George joined us virtually to talk about listening, mindfulness and truly connecting with clients. Join our community: www.nextgenplanners.co.uk
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Join Sara Meyer, Khrista Boster, and Diane Markham as they discuss their Rural Marketing Group.By Society for Healthcare Strategy & Market Development
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How to Find a Financial Planner Who Understands Real Estate
23:05
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The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. Real Life Plan…
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The Wellness Revolution: The Future of Wellness in Event with Sean Hoess and Kelly Cavers
20:54
20:54
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Send us a text Are you integrating cryotherapy and IV drips in your events? On this episode of What One Thing? Smart Meetings' JT Long, vice president and content director, sat down with Sean Hoess, the co-founder of Eudemonia and Wanderlust Festival and Kelly Cavers, chief sales officer for The Palm Beaches, to explore what makes wellness events n…
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The Fiduciary Revolution in Life Insurance: A New Era – Steven Zeiger [Speaker, Managing Director]
34:20
34:20
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In this episode, host Belle Osvath, CFP®, interviews Steven Zeiger, Managing Director at KB Financial, about the complexities of life insurance in the "fiduciary era." Steven discusses the importance of transparent and unbiased evaluation in life insurance, noting the need for more standardization and the potential for misleading information in tra…
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This week, we sort of rushed through a recording so I (Yvgenii) could go be democratic. Before that though, we talked about certain pen drama of old, inks that look like drinks, and the loss of one of my favorite papers. Oh, Urban is also MacGyver. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the co…
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Leveraging Military Spouse Skillsets and the Scary, First 6 Months of Firm Launch with Stacy Miller
48:00
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I’m excited to welcome Stacy Miller on the podcast today. She is the founder of Bayview Financial Planning, a flat-fee RIA focused on serving women, widows, and military and veteran families. Stacy is a military spouse to a retired U.S. Army officer. Married for over 30-years to her husband, Jody, who served 28-years in the military, Stacy has expe…
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