show episodes
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
The Planners on Purpose podcast is created for ambitious and driven event planners that are looking to scale their productivity, get valuable time back in their day, and focus on their personal goals and aspirations. If you want to stress less to live more, Naomi will take you on a journey of self-discovery. She will help you to uncover your hidden strengths as a leader, become more productive, so you can live the life you desire while balancing your commitments.
 
Residential property is the only asset class we live in, it is where we raise our family’s, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are overloaded with information and one size fits all recommendations from the media, well-meaning friend ...
 
Let’s be real, most people don’t like talking about sex or politics, and money is the biggest taboo topic of them all. The Millennial Money podcast flips the script on the “old school” approach to money. Relatable, inspiring, and a little bit gritty, host and award-winning Certified Financial Planner Shannah Compton Game helps listeners uncover their money story to see past the numbers to unlock the lives they want to live. Each week Millennial Money creates a safe space by talking with spec ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
Having been a financial planner for over 15 years, I’ve seen firsthand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast will cut through the jargon and provide practical, accessible financial advice - so you can build sustainable wealth and achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and be empowered by valuable ...
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
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 ...
 
The Intrazone, a show about the Microsoft 365 intelligent intranet. This show takes you into the building blocks of your Microsoft 365 intranet. It's about how SharePoint, OneDrive, Teams, Yammer and more fit into your everyday work life – with the goal being to share and manage content, knowledge, and applications to empower teamwork throughout your organization. Hosted by the Microsoft 365 team, along with special guests and experts from both behind the scenes and out in the field, the sho ...
 
DIY travel arrangements can be tough. Each week join experienced travel blogger, plane enthusiast and awkward party host Jake Redman as he and his travel-addicted co-host Anthony Ryan navigate modern travel from the best plane seats to the worst hotel rooms. We dig up the latest options in travel to help make you a better travel-planner.
 
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 7557 Ram ...
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
This personal finance podcast is for women, including female entrepreneurs to learn personal finance, money mindset & practical money management tips to be financially confident and build wealth. To get in control of money, to budget, gain financial confidence, learn how to invest, save money & manage money mindset and behaviours. Hosted by a multi- award winning qualified financial planner and financial coach.
 
I'm here to motivate and help my fellow humans see that they Are Somebody! We will discuss topics such as self-development strategies, self-worth, self-help, depression, anxiety, sobriety, moving on from a relationship etc. As a Life Coach and as someone who has struggled with issues such as depression, anxiety, addiction issues I want to share my story and help others live a happy and full life
 
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 industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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-office staff all have their ...
 
Finally a podcast for meeting planners and event professionals! Meeting and Event Planning can be tough. This podcast is about everything-events. Meetings, conferences, audio visual, logistics, and audience experience are at the heart of every weekly broadcast. Join world renown event expert Charles Eide as he chats with industry leaders and innovators about making incredible audience experiences across the globe.
 
The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way. CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians. The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
 
The 10-min break for Non-Conformist & Cosy Souls to create a lifestyle that cares for them. The Hygge Planner show supports you in: 🌟 Living by your own standards 🌟 Expanding your comfort zone 🌟 Being unapologetically confident on will 🎁 Want a gift? Visit https://www.thehyggeplanner.com/freebies 💕 Love what you listen? Now you can tip me at https://www.paypal.me/thehyggeplanner (Thanks a lot for your support)
 
To join a peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should con ...
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
Brian Goulet and Drew Brown of GouletPens.com talk about all the fountain pen things that pen fans love. They talk about what's going on at The Goulet Pen Company, what's new in the fountain pen world, there are interviews with people in the fountain pen industry, and lots of jokes and fun segments to keep you entertained and maybe even educated about fine writing and fountain pen-related products.
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Adviso ...
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
I'm so glad that you found our podcast. That means you are planning a wedding. There are going to be many victories as well as the occasional missed step. My goal is to help you during your planning so you have nothing but victories! If you need more help, here is a link to our Blogs: https://completewedo.com/fort-lauderdale/blog/ We also have a Facebook Group: https://www.facebook.com/groups/asyouwishgroup
 
Join Arman Assadi in this pioneering podcast as he shares his entrepreneurial journey of finding flow and fulfillment and goes deep down the rabbit hole with some of the world’s most fascinating thought leaders, NYT bestselling authors, academics, artists, and real-world heroes. We'll unpack juicy topics like entrepreneurship, psychology, philosophy, mental health, personal development, mindset, and more. Arman’s mission is to democratize wisdom. He is the co-founder of Steno, a stealth A.I. ...
 
Listen to Johnson Brunetti Money Wisdom with Joel Johnson, Connecticut’s highly acclaimed retirement and investment specialist, and Certified Financial Planner®. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperf ...
 
This Week in Weddings is a support group for wedding industry entrepreneurs. We're the ones behind the scenes - planning and designing the wedding, creating the invitations, baking the cakes, and taking the photos. The podcast features wedding planner Kimberly Rhodes and invitation designer Annie Roche chatting about the business of weddings with professionals in the wedding industry.
 
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
 
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show series
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian are rested, recharged and energized from vacation and getting back in their (mail)bag! Pete calls his precious child to prove “Fun Dad Summer” is in full effect! Remember: In th…
 
Jared Machen, CFP®, co-founded Brownlee Wealth Management after building a successful practice as a virtual paraplanner. He spoke with Matt Fizell, CFP®, about the surprising opportunities available on the paraplanning career path and how it gave him the breadth of knowledge to eventually open his own RIA with confidence.…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ Market insights 1. Regulation on the horizon as the property market continues to surge New data shows that property buyers are stretching towards their maximum borrowing capacity to compete in this hot market. Investors have been quiet in this market so far, but they are making a come-b…
 
Sameer Somal is the CEO of Blue Ocean Global Technology and the Chief Talent Officer of Girl Power Talk. He is also an entrepreneur, expert witness, and speaker who has presented his thoughts and knowledge around the world. In this episode, Sameer shares how he makes sure his interactions with others are memorable, how he builds relationships, and …
 
The first episode of Planners & Wine premiered one year ago and so much has happened! On this weeks episode, Meg and Myra reflect on the first year of the show and share some messages from our amazing listeners. We also discuss the next Happy Planner squad, the June Cloth & Paper subscription box and more! Purchase your Go Wild 2022 tickets now at …
 
Welcome to The Hygge Planner Show. In today's episode, I'm sharing 3 ideas that keep popping in the self help world: 📌 cosiness is NOT laziness 📌 cosiness is NOT mani-pedi 📌 cosiness as a stepping stone Other links mentioned in this episode Save 40% on The Hygge Vault: 365 Me Time Ideas to cultivate calmness & cosiness at your own pace (budget frie…
 
In this episode, I pull up with Katherine Frost, returning guest on the Planners on Purpose Podcast. We discuss what is happening at ORO Planner, and also discuss how the event industry is returning post-pandemic. We also discuss some key event trends to keep an eye out for. I hope you enjoy this episode! Episode Highlights Katherine discusses the …
 
Elena is back in the hot seat this week and she is joined by Chartered Financial Planner & Paraplanner Sasha Wakefield. Sasha shares her professional journey with us, why Paraplanning is such a fulfilling career, how we can encourage more people to become Paraplanners and how to avoid the initial barriers if you’re new to the profession. Sasha also…
 
In this episode of The 4FP Podcast Jake talks to College Aid Pro co-Founder, Joe Messinger about changing how we plan for college. Listen in to hear how you can go from "we'll figure it out" to "let's figure it out together." Full Blog Post > https://digitalmarketing4fp.com/2021/05/19/college-planning-and-funding-advice-with-joe-messingerResources …
 
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series. Karolina Kuszyk LinkedIn: https://www…
 
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology. Caren Hendrie LinkedIn: https://www.lin…
 
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. Andy fundamentally believes that "if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey", and that you can’t manage what you can’t measure. Andy Fenton Linke…
 
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies. Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden. Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart…
 
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients. Conra…
 
You’ve got retirement questions; I’ve got answers. This month I’m tackling your listener questions. I’m also taking time to reflect on random thoughts I have about the retirement scene. Join me for this laid-back month with no set theme to learn the answers to questions from listeners like you. Random thoughts on the retirement scene Retirement pla…
 
There’s a myth about passive income. People have this idea that you do nothing at all and money somehow magically appears in your account. After all, it’s passive right? Not true, I’m afraid! Creating passive income means creating an asset upfront that you can then make money from time and time again. The hard work is upfront but then it gets so mu…
 
Dreena Burton is launching her sixth solo book, Dreena's Kind Kitchen, in August 2021. She joined me to chat about the evolution of her life as a vegan, mom, and cookbook author over the past 20 years. Order her new book now. -- Download your free 1-week healthy vegan meal plan.By Vegan Family Kitchen / Brigitte Gemme
 
Today, guest host Jeremy Schneider breaks down the 5 most common arguments AGAINST index funds. Specifically, he shares how individual investors are impacted + his response as an index fund advocate. He also answers a listener question about paying off debt vs. investing. If you're a retirement saver who loves low-cost index funds as much as we do,…
 
Flow follows FOCUS. In this episode, I dive deep into an area that many people commonly struggle with and want to improve on — and that is focus. I cover: - Why getting focused is so difficult - Why we should want more flow - What research shows around focus - Methods I’ve tried over the years - The latest method I’m now experimenting with - How to…
 
Renting has a bad reputation. You might have heard the idea of “throwing away” your money if you’re renting. I get it, but today’s guest, Jonas Bordo, CEO and Co-Founder of Dwellsy has a different idea about renting. Jonas is CEO and co-founder of Dwellsy, the free residential rental marketplace that makes it easy to find hard-to-find rentals. He’s…
 
After being stuck at home for more than a year, many of us are ready to spend! This week’s Financial Grownup Dr. George Blount says that’s actually ok. But there’s some important strategies to keep us out of trouble when we hit that “buy” button. For more information, visit the show notes at https://www.bobbirebell.com/podcast/georgeblount…
 
Welcome to The Park Hopper Show, the great big beautiful podcast. Disney enthusiast and vacation planner Jenna "Mono" Railey discusses all things Disney with her longtime friend and producer, Paul. If you would like Jenna's FREE help planning your own dream vacation, click here: bit.ly/QuoteJenna Follow Jenna on Facebook at: facebook.com/jennavisit…
 
wedding planner, destination wedding, wedding planning, bride, groom, ceremony, reception, engaged, I'm getting married, wedding videography, wedding DJ, wedding photography, wedding timeline, wedding tips, wedding help, wedding inspiration, Miami wedding. Reach out to me if you have questions that I did not cover. I will gladly answer them. weddin…
 
Welcome to 20/20 Money! My guest on today’s show is Dr. Aaron Neufeld, OD and this is Part 1 of a 2-part conversation. Aaron wears many hats in the optometry space. He’s the owner of Los Altos Optometric Group, co-founder of ODs on Finance, the author of many optometry articles, co-author of The Optometrist’s Guide to Financial Freedom, and speaks …
 
On the In Her Financial Shoes Podcast this week, Catherine takes a moment to reflect on what it means to step into wealth. We talk about reducing financial anxiety and really stepping into a position of feeling deserving to create, hold on to, and give out wealth. The word “change” has appeared on several occasions this week and Catherine takes a m…
 
Warren Ingram answers your questions in the hopes that it gets you one step closer to achieving your financial goals so keep those questions coming. On today’s episode, Warren speaks about Section 12J investments and assisting a 17 year-old listener on how to make extra income for his investments. Questions/ Topics: What are the advantages of a 6-1…
 
Investing expert Peter Thornhill joins us in this podcast to answer some of your questions and share how he enjoys his holidays free of monetary stress! Following his two golden rules of spending less than you earn and borrowing less than you can afford, Thornhill shares how you can invest your $1000 and receive more on dividends each time! I highl…
 
We’re all coming out of our post-pandemic slump and if all the headlines are correct, this summer is going to be an epic travel summer. Before you spend all your travel dollars and hop on the plane, take a listen to this special reboot episode that was recorded a few years ago with Molly Krengel, CEO of Wild Bum, as she shares why travel is not a l…
 
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries. (10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age. (21:30) Two individual separate listeners ask questions both relatin…
 
ProPublica made a splash this week with their reporting on the wealthiest 25 Americans' tax returns. Let's discuss! Joshua https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax
 
Welcome to episode 6 of The Goulet Pencast! In this economy-sized episode, Brian and Drew share some of your feedback, answer your questions, cover some fun new products and share some hilarious details from when they knew each other in elementary school! **CHECK OUT THE YOUTUBE VERSION FOR SOME CLASS PICS OF BRIAN & DREW IN ELEMENTARY SCHOOL TOGET…
 
If you’re wondering, what do I need to do to get my money sh*t together, you are in the right place. This is a very special episode that was recorded live just a few weeks ago on the Fishbowl app with some of my very favorite guests. In this live conversation, I talk with Amanda Holden, our investing guru, aka Dumpster Doggy and creator of the Inve…
 
Wendee Lee Curtis, event host and emcee, joins the show this week to talk about bringing ENERGY to your next event! With a background spreading from Broadway to live broadcasting, Wendee is an expert in 'playing to the back of the house.' We discuss ways to support your audience in a difficult year, and even break into song ( a couple of times!) Pl…
 
You might be thinking you don’t have enough money to invest in the stock market. Maybe you believe it’s “not the right time.” But here’s the secret - there’s never a perfect time. The only way to accumulate the wealth you want and invest in the stocks you want is to start somewhere. And you won’t find the “perfect investment” if you never get your …
 
Today, we discuss the newly leveled anti-trust lawsuit against Amazon claiming anti-competition practices. https://financestheotherfword.com/links for all our socials, or call or text us @775-537-4352 Our book is on Amazon, Target, Barnes&Nobel, and Walmart online-Finances the Other "F" Word-Another "F" Word to Love Swag & Merch @https://financesth…
 
How do traditionally-trained doctors become advocates for lifestyle medicine and plant-based eating? Dr. Nina Hourmouzis and Dr. Jimisha Patel share their plant-based journeys. Connect with the Columbus Prevent and Reverse Health Clinic https://cprhealthclinic.com and https://instagram.com/cprhealthclinic Download a 1-week healthy vegan dinner plan…
 
This month on the Retirement Answer Man show, we are tackling your listener questions. Although we don't have a monthly theme like we usually do, I am also sharing my random thoughts from the retirement scene. If you miss the monthly theme, you can look forward to July and August. In July we’ll be discussing your withdrawal strategy for retirement …
 
Andy Flattery, Tim Flattery, and Tom Griffin talk about how to be a good dad. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL…
 
Get ready to take your diagramming skills to the next level! In this episode, Chris and I talk with Mukul Kumar (Senior product manager) and Nishant Kumar (Product manager) from the Visio team at Microsoft. They have some exciting news that’s ‘goodness at no cost’ to a lot of people in Microsoft 365. We'll dig into this and all things Visio – its p…
 
Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. The post Trusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
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