show episodes
 
Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
 
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.
 
The 10-min break for Non-Conformist and 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 🎁 Get 10% OFF your first order at https://bit.ly/3wZiqrZ 💕 Want to support me? Now you can tip me at https://www.paypal.me/thehyggeplanner 📌 Visit the shop at https://www.PurdeyPenrose.com 📌 Get exclusive goodies, BTS access, & more at https://www.ko-fi.com/ ...
 
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 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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The Wedding Planner Podcast

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The Wedding Planner Podcast

Laurie Hartwell & Krisy Thomas - The Bridal Society

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Join Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the Certified Wedding Planner Society (formerly The Bridal Society), where they discuss the real lives of wedding planners, dispense business tips, and share ways you can elevate yourself and your career in wedding planning. Visit the CWP Society website for more information: www.certifiedweddingplannersociety.com
 
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 ...
 
Certified Financial Planner and money whisperer, Barbara Ginty, helps her guests through all their financial stresses and goals, giving out constructive feedback, advice, and let's face it, a little therapy too. If you're unsure about finance and savings, tune in and learn how you can work towards becoming a financial rockstar, which is all Barb wants. And probably your parents, too.
 
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 ...
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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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 ...
 
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.
 
Listen to the SHSMD Podcast - Rapid Insights: for Health Care Strategy Professionals in Planning, Business Development, Marketing, Communications and Public Relations. In each episode we cover health care marketing tips, suggestions and best practices for health care marketers.
 
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 ...
 
Stay up to date when it comes to your personal finances, and listen to your very own financial planner, Principal of Falcon Wealth Planning, Gabriel Shahin, CFP®, AIF®, that can help you gain a better understanding of your financial situation that covers retirement, taxes, social security, investments, insurance, real estate, estate planning and anything else that involves money!
 
Start loving Mondays! Courtney, Blake, and Verbs give you practical tips and proven strategies for increasing your focus so you can be more productive than ever before. Based on the proven Full Focus method used in the Full Focus Planner™ they'll help you banish distractions and get the right stuff done so you can start loving Mondays again. They also speak with guests and listeners who share their own productivity tips to help you make the most of every day. It's the most productive podcast ...
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • 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, I'll a ...
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
The Happy Productive Podcast is your go-to resource for learning how to bring awareness into your productivity, goals, and time management practices so you can set yourself up each day for as much love, happiness, and joy as you can handle. In this podcast you'll hear directly from Whole Life Business Coach and founder of Best Planner Ever, Jennifer Dawn. Learn more at BestPlannerEver.com and JenniferDawnCoaching.com
 
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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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Weekly
 
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 ...
 
Your life changes drastically when you retire. You've spent 30, 40, 50, even 60 years of your life thinking about the day you no longer have to work. You've dreamt of the freedom that provides. The Retirement = Freedom podcast walks you through all the little things you need to understand in order to have the freedom in retirement that you deserve.
 
*Named a Top 4 Money Podcast says the New York Times* Hosted by Shannah Game, Money Wellness expert, Certified Financial Planner™, and entrepreneur, Everyone’s Talkin’ Money is an independent podcast that is committed to telling money stories that are relevant, inclusive, and forward-thinking. Formally the Millennial Money podcast, Everyone’s Talkin’ Money is the place to learn all those things about money that no one ever taught you. Through life-changing conversations, you’ll get rid of th ...
 
Astro-Prophetic Messages Biblical Divination Spiritual Teachings NEW BOOK 2nd Edition ANGEL 😇 LUNAR PLANNER ORDER NOW‼️https://amzn.to/3LJvk1X ★ Prayer (non denominational) https://bit.ly/2QH6kxP ★ CANDLES, OILS+ SPIRITUAL LEARNING TOOLS ONLINESTORE https://fd11-11ministries.org/store-2/ ★YouTube https://youtube.com/c/FD1111Ministries SUPPORT ★ Cash App https://cash.app/$FD1111MM ★ PayPal https://bit.ly/2sd20Nw ★ MAIL FD 11:11 Ministries PO Box 132 Newport News Va 23607
 
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.
 
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
 
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 ...
 
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
 
Adventures in life, love, and wedding planning from the Pacific North West. Hosted by Radhika, wedding planner & owner of Rad Occasions, and her husband, Rob. New episodes will be released on Wednesdays with discussions about events with some travel and life lessons sprinkled in. Full disclosure: our episodes are barely edited so there may be some ambient noise and our intro was created by Jelly Records Canada!
 
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show series
 
Norm and Norma buy an owner-occupant property and then 10 rental properties. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0011/ Or, check out all of Norm and Norma's episodes: https://RealEstateFinancia…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we explore what we’ve learned about the stock market so far this year. We also look at iBonds and the proposed federal gas tax holiday. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give y…
 
Join me in this episode where I answer many of your most popular questions about Income-Driven Repayment waivers, grace periods, reducing your loan repayment amounts, disability and term life insurance, our NEW Student Loan Planner Insurance, and so much more! It’s an info-packed episode you won’t want to miss, especially if you’re a medical profes…
 
There are millions of engaged couples planning weddings right now and looking for a wedding planner, but not every couple is meant to be YOUR client. In this episode, we are going to touch on some ways you may not mesh well with a couple, and the fact that Certified Wedding Planners need to interview their potential clients just as much as the clie…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. NSW state budget announces introduction of annual land tax to replace stamp duty Stamp duty has already been abolished in Canberra, but Can…
 
Reminding us how unusual of a time we live in Jamie shares a long overdue update on the Texas Planner Babes event she attended called Planners At Tiffany's while Colleen is recovering from COVID. Join us for a long-overdue episode that reminds you of the inspiration, comradery, and friend adventures that come along with the planner community. This …
 
Matt Trogdon is a Financial Planner with Craftwork Capital based out of Washington, DC, and he joins the show today to share his unexpected journey to becoming a financial planner. If you are considering changing careers to become a financial planner, you definitely don’t want to miss this episode! Listen in as Matt shares why he pursued a history …
 
Healthcare systems are facing a crisis in retaining great employees and recruiting new ones. We’ll offer practical tools that can be implemented immediately to help you 'run the world' … or, at the least, lessen the load on your overworked colleagues, build camaraderie and strengthen your overall culture.…
 
Welcome to The Hygge Planner Show. Today's episode is packed with simple, beginner friendly, budget friendly ideas to practice Hygge (cosiness) this Summer. 📌 #7 will broaden your taste 📌 #14 will make you/ your kids super happy 📌 #21 will stimulate your creative side (sort of) Loved this episode? Forward to your beloved ones, leave a comment, or d…
 
This week we give you an inside look at what goes on inside your first meeting with a financial planner. We go over the different desiganations and what they mean for you so you can make sure the person you're talking to is actually qualified. We then cover many of the best questions you can ask to determine if they are really the best fit for you …
 
This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does money make you happy? According to Paul it’s not enough to be rich, it’s having a purpose that gets us all out of bed in the morning. Paul also dives into positive psychology and the way that we shou…
 
🌑 A dark period of Jennifer’s life: toxic environment, toxic marriage, and sadness. 00:54 🤷‍♀️ A moment to make a specific decision: spending all of her savings on a life coach?! 03:10 ✍️ She wanted to become a writer: doing gigs as a copywriter, and one client made a crazy prediction. 04:51 😲 Moving to NY, new life and job: tripling revenue for th…
 
In this podcast Gareth and Shane talk about some of the strange trends with mortgage deals of recent and how our business ideas are currently under the watchful eye of other businesses. Always good to know we are leading the way. 🎙 Youtube ❓ Also want to see how you'd score on our mortgage preparedness questionnaire click here 🏠 The mortgage Course…
 
Financial headlines are overly pessimistic. Tyler Hackenberg of Drexel Day Financial, Joe Ibarra of Falcon Wealth Advisors and Deb Meyer of WorthyNest® discuss the current bear market and hidden opportunities for a variety of Catholics -- from young professionals to pre-retirees. We also touch on Pope Francis’ recent advice to retirees to “leave a …
 
If the market outlook has you feeling uncomfortable, you are not alone. This discomfort may cause you to want to change course, but consider that moments of extreme discomfort are often reverse indicators. Extreme discomfort can mean that you are on the right track to grow in a new direction. On this episode of Retirement Answer Man, I answer your …
 
Indexed Universal Life Insurance (IUL) is all the rage right now. "10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income." These policies are confusing. And they sound WAY too good to be true. So to get to the bottom of it ... I bought one! I read the fine print. Did the math. And uncovered the ugly truth. In th…
 
Most people think financial advice is beyond their price range this isn't always true many businesses provide financial advice at affordable rates and even have free first time discussions to talk about whether or not it is viable for you. 🎙 Youtube ❓ Also want to see how you'd score on our mortgage preparedness questionnaire click here 🏠 The mortg…
 
I’m so excited about these new money 101 episodes. Over the course of the next few months, I’ll be breaking down some topics like how to pay off debt, ways to easily start investing, how to improve your credit score, and so much more. This episode is dedicated to the much-hated and universally loathed budget. As you can tell, I’m not a fan too. Tha…
 
As a 35 year old woman living in Austin and working in tech, I'd love to know if I'm financially on track for retirement, and what I should do with excess savings in my money market account? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://a…
 
What's the worst that could happen? Many people visualize positive outcomes to motivate themselves toward reaching their goals. When I am afraid, I do the opposite. When faced with a project that scares me, I visualize the worst that could happen. Every time I come up with a scenario, I go one level further. Sitting with my own, made-up catastrophe…
 
When we think of setting goals, we often think of the things we want to accomplish at work. But, if we truly want to both win at work and succeed at life, then we need to spend time working on our relationships. To help us do that, we need to set intentional relationship goals to make sure that we create space for the people that are most important…
 
Since the advent of the Professional Year for new entrants to advice, practices have struggled to structure effective programs to foster talent. Despite the inherent challenges, some are managing to identify talent and align the education mandate with the job of bringing someone through the system.By Professional Planner
 
Is it really true that you need money to make more money? In today’s episode of the In Her Financial Shoes podcast we are exploring this very topic of whether you need money to make more money. We are going to debunk this myth and instead I am going to show you what you do actually need to increase your wealth. Money is more accessible than it has …
 
This week we talk about how your financial planner or advisor should be deciding which funds are the best fit for you. We cover all the ins and outs and everything you need to be aware of as you prepare to put your hard earned money to work with the right person. From KYP to KYC, sales charges, fund composition and everything in between we take awa…
 
Cancer Season 2022 is here! the New Moon is a continuation of the Summer Solstice... both the Sun and Moon will be at 7°of Cancer in the 1st Decan... the Full Moon in Capricorn takes place on Tuesday, July 13st at 2:37 PM EST... CONTINUE READING https://bit.ly/3OkFKG9WATCH VIDEO https://youtu.be/90Kwc3Piqk0𝗣𝗥𝗘𝗢𝗥𝗗𝗘𝗥𝗦 𝗔𝗥𝗘 𝗢𝗣𝗘𝗡‼️Preorders for the 𝑰 𝑨𝒎…
 
In this Shannah Shares episode, I'm tacking a topic that is on everyone's mind lately: are we in a recession and why should I care. I walk you through what a recession is, how it might impact you, and some thoughts on how to get yourself recession ready. Links Forbes Article: What Is a Recession Jaime Peters, Maryville University WSJ Article: Reces…
 
Jim and Chris sit down to discuss listener questions about Social Security benefits and fixed-indexed annuities. (26:00) A listener follows-up on a question from a previous show to ask about how divorce would affect her Social Security benefits. (33:30) PSA about our monthly newsletter. (42:00) A listener looks for thoughts and advice on commission…
 
In today's episode, Warren Ingram answers your questions about how to choose the right ETF for you, how they work, and how are they calculated, is it based on a percentage mass formula or mathematical models? Listen for more. Questions/ Topics: How would I find research & resources on companies I want to invest in? Secondly, could you please give u…
 
In The Way to Wealth, Benjamin Franklin gave some sage financial advice, even on how to control living expenses. He also gave timeless advice regarding avoiding debt. Mike talks about some of those pieces of advice as well as answering a listener question about the recent interest rate increase and ideas about how to help others in your local commu…
 
In this week's episode of Future Rich, Certified Financial Planner Barbara Ginty is joined by the lovely Drew. Drew is 29 and recently moved from New Jersey to North Carolina. She works in pharmaceutical marketing and her biggest financial fear is that she doesn't have enough saved, but get this... Drew has over 40K saved AND she's in the process o…
 
Vendors like AXA/Equitable and National Life Group sell high-cost products to educators but make excellent low-cost retirement plans available to their employees. We look at these firm's 401(k) plans. Form 5500 Search Blog: National Life Group Hypocrisy Learned by Being Burned Meridian Wealth Management 403bwise.org…
 
Did you know that there is currently over $25.3 trillion in U.S. home equity and 17+ million residential properties have over 50% in home equity? Maybe you’re one of those millions who don’t know how much home equity you have, whether or not you should tap into it, and then what to use it for if you do. If you’re emphatically saying yes, this episo…
 
It's hard to believe we're living in a world with high inflation, MYGA rates over 4%, and a stock market that feels like a Disney ride. How did we get here and what comes next? That is t he topic of today's discussion with returning guest David Blanchett, Managing Director and Head of Retirement Research, PGIM DC Solutions. Also, do you want to get…
 
You get what you pay for. Storytime. Recently I went shopping for a gym membership and the differences between the quality of the "regular" gyms and "bougie" gym were shocking! It reminded me that in life and in all things, you get what you pay for and you will pay for what you value. I've had people swear that they value what I do, but then balk a…
 
It doesn’t matter how old we are: we each want to be “enough.” We want to be enough for our parents, our friends and team members, our partners and kids. Whether you’re age 4 or 104, Emily has a message for you: you’ll always be enough, because God made you. And when you recognize the gifts God’s placed inside you, then you can turn around and reco…
 
Today I'm sharing a fun announcement with everyone. I'm also providing retirement savers with important information on the 2022 Medicare IRMAA brackets. This includes covering three things: What IRMAA is How IRMAA is calculated The 10 best ways to avoid IRMAA If you want to better understand how you can navigate Medicare IRMAA this year (and beyond…
 
And once again we’re rolling … LIVE from the new FSR Wealth Strategies studio, this episode of The Retirement = Freedom Podcast takes on a financial bogeyman that impacts absolutely everyone. We’re talking: Inflation. And, sorry folks, but it’s here to stay. Host Josh Bretl breaks down what it means in user-friendly economic terms while co-host Dav…
 
Discover the next step in your investment journey with rebalancing. Shane takes us through what rebalancing is and how it may be the path for you, whether for your pension, mortgage or and other financial needs. 🎙 Podfollow ❓ Also want to see how you'd score on our mortgage preparedness questionnaire click here 🏠 The mortgage Course…
 
👩‍💻 Jennifer coached Leslie as part of the Profit First system. 00:38 🎯 From issues to no debt: learning tricks for growing her business from 6-figures to multi-million revenue. 02:13 🤓 The decision is the first step then checking the ego, and sticking to your decision in the long term. 04:42 ⚡ Leslie is still using the Profit First system: the pow…
 
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