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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.
 
Three planner gals 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.
 
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The Hygge Planner Show
أسبوعيا
 
Your 8-min break to Unzip Comfort Zone & Craft A Cosiness-Based Way Of Life So That You Keep Up A Family Lifestyle You're Happy With: Cosy, Homey, ComfySelf-worth, Confidence & Happiness for Care-taking 30+ women so you can be the unapologetic role model your family deserve
 
"Behind every planner, there is a person. Behind every person, there is a story", believes Jessica McWilliams, host of Planner Lifestyle Podcast. She presents weekly, hour-long episodes to bring a voice to the people behind the pretty planner pictures on Instagram. This planner podcast features conversations with people from around the planner community. Take a "look" into their planners and hear the stories they tell. Support this podcast: https://anchor.fm/planner-lifestyle-podcast/support
 
Redefining Financial Wellness
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
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.
 
Hannah, Ian, Alexandria, and Matt explore weekly topics to fast track your career. From designations to business models to support your clients, we are on a mission to share insights from across the profession of Financial Planning.
 
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 ...
 
Hi, I'm Kara & I believe that every engaged couple deserves the expertise of a professional wedding planner. Join me each week for straightforward advice designed to streamline & simplify your wedding plans!
 
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Financial Planner Freedom
साप्ताहिक
 
In the Financial Planner Freedom podcast, Roger Whitney helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketing, the financial planning proc ...
 
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 ...
 
Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
 
The wedding and event entrepreneur podcast with education, training and advice to grow your wedding business and entrepreneurial style.
 
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.
 
A show hosted by real financial planning practitioners for fellow practitioners. It's like attending a financial planning conference on your time and on your schedule. With CFP CE credit, of course. More information at zebrasmash.com
 
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Financial Autonomy
שבועי
 
Financial Autonomy is an audio blog focused on financial strategies to give you choice. Hosted by Certified Financial Planner Paul Benson, each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals.
 
This is a podcast about becoming urban planners. Join Diego and Heather as they share their experiences studying Urban Planning and interview students, academics, and practitioners on what it's like to become an urban planner. We believe Jan Gehl said it best: "A good city is like a good party." So pick up a drink and let's talk cities.Music by Kevin Kwon @Richhhomiekwon Art by Mohammed Abdelkareem @mohammedabdelkareem
 
Financial Autonomy is an audio blog focused on financial strategies to give you choice. Hosted by Certified Financial Planner Paul Benson, each episode is a short and sharp 15 minutes or so, and aims to provide you with actionable content that can help you achieve your goals.
 
The Wedding Ceremony Podcast is conversations between Clint Hufft and JP Reynolds about anything and everything connected to wedding ceremonies. Both have over fifteen years each as non denominational officiants in Southern California and have officiated many high profile weddings for celebrities and on TV.
 
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Talking Money
Monthly+
 
Financial Planner Mike Miller’s weekly radio show on sound investing.
 
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Future Rich
Monthly+
 
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.
 
The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 Advisor, Exit Planning Institute’s Exit Planner Leader of the Year and business strategist with over 20 years of experience. Justin owns Financially Simple, LLC, a division of Heritage Investors, ...
 
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
 
Being a grownup is hard, especially when it comes to money. Host Bobbi Rebell, a Certified Financial Planner and author of “How to be a Financial Grownup” asks her guests to share one money story that impacted their lives, and one lesson. Then she gives listeners her take and specific ways to use it in their life.
 
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In For A Penny
Monthly+
 
From business etiquette to corporate jargon, personal finance journalist Marc Shoffman and his financial planner friend Joshua Gerstler discuss the confusing concepts and challenges from the world of finance and wider society
 
The colorful weekly podcast brought to you by 2 creative entrepreneurs learning how to succeed from our failures and navigating the journey of authentic growth.
 
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SimpleMoney
Weekly
 
Financial planner Dawn Starks combines her love of personal finance with her passion for simple living. People often find personal finance complex and intimidating, but it doesn’t have to be. Listen in to find ways to make your financial life simpler.
 
Urban planner Mike Armstrong and data scientist Tammy Armstrong discuss their industries and interview local change makers in Des Moines, Iowa.
 
Investor News
 
"Winning at Life with Gregory Ricks” is LIVE weeknights 7-8 and Saturdays 10am-1pm (central times) on iHeart's NewsTalk 99.5 WRNO in New Orleans, 104.9 WBUV in Biloxi, 97.7 WJBO in Baton Rouge, 12 stations across the Supertalk Mississippi network, and 1160 AM KBDT in Dallas. Gregory and James keep you informed about what's going on with your money and the financial world. Gregory also helps people with their financial situations through calls, texts from the app, and social media.
 
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2 Guys 0 Planners
Monthly+
 
A bi-weekly podcast about how stationery touches to the everyday lives of two people on opposite sides of the Earth.
 
Welcome to Informed Choice Radio, the personal finance podcast all about achieving your financial goals in life. New episodes are published every Monday and Friday, featuring expert interviews and practical tips for making the most of your money. Your host for Informed Choice Radio is Martin Bamford; a Chartered Financial Planner, Fellow of the Personal Finance Society and personal finance author. This podcast will appeal to listeners of Meaningful Money, MoneyBox Live, Wake Up To Money, Lis ...
 
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Worth Listening
Monthly+
 
Certified Financial Planner and four-time Olympian Lauryn Williams leads in-depth conversations with guests, having them share what she calls their "money memoirs" to offer insights into how money works in their sport or profession, as well as sharing important lessons they've learned along the way. Worth-Winning.com.
 
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 jk@mfpwealthmanagement.co.uk with any ...
 
Financial planner and principal of Adapt Wealth Management, Reuben Zelwer simplifies the world of finance and give you the information, tricks and tips to get ahead.
 
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Money Guy Show
Weekly
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
 
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Millennial Money
Weekly+
 
Let’s be real, most people don’t like to talk about sex or politics and definitely not about money. Host and Certified Financial Planner Shannah Compton Game delivers practical easy to understand and totally relatable money advice in a way that will make you actually want to talk about money. Millennial Money podcast features guest experts and stories from other people doing cool things in in the world like money experts, musicians, chefs, authors, actors, entrepreneurs, and so many more. Mi ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
Welcome to the Wealth Done Differently – Retirement Podcast. Danielle Howard – A Certified Financial Planner ™ shares insight into the financial tools, techniques and temperaments needed make the most of your retirement dollars and relationships. Danielle bridges the gap between Wall Street and Main Street, bringing complex financial topics down to earth. Danielle will educate and inspire you as you define and refine your version of prosperity.
 
Hosts Joe Saul-Sehy from the Stacking Benjamins podcast and CFP® Bobbi Rebell from the Financial Grownup podcast break down the money headlines everyone is buzzing about- with a big twist. The show is recorded live in front of a Facebook Live audience, and they let the audience in on the action with their own comments and tips. Money lessons delivered with laughs.
 
Welcome to Informed Choice Radio, the personal finance podcast all about achieving your financial goals in life. New episodes are published every Monday and Friday, featuring expert interviews and practical tips for making the most of your money. Your host for Informed Choice Radio is Martin Bamford; a Chartered Financial Planner, Fellow of the Personal Finance Society and personal finance author. This podcast will appeal to listeners of Meaningful Money, MoneyBox Live, Wake Up To Money, Lis ...
 
Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ
 
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 jk@mfpwealthmanagement.co.uk with any ...
 
Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts ar ...
 
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CEO Vibes Podcast
Monthly+
 
Haley created this podcast for emotionally drained, burnt out entrepreneurs so they can create + grow a business that makes consistent income to fuel a comfy lifestyle without working crazy hours. If you are tired of setting for the hustle heavy lifestyle of the entrepreneur and are raising your hand to consistent income that DOESN'T require you to work crazy hours, she also created a free class and saved a seat for you here: http://profitplanner.co/grow.
 
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XY Adviser
Weekly
 
XY Adviser - Driving the positive evolution of financial advice. 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 consider speaking with a financial advisor or financial planner.
 
Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
 
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You’re an expert in your field, but what do you do when you come across a planning situation that’s out of your depth? Today’s guest works with advisors and their clients to create better financial and retirement plans. Yvonne Martin-Morrison is a financial planner with Raymond James Ltd.’s Retirement and Financial Planning Group. In 2019, she ...…
 
The tag team is back again! This week, Pete and Damian tackle Considerations when Preparing for a Prenuptial Agreement, Going into Debt to buy Furniture, and ‘Retirement Confidence.’ Three very real topics, for very real people! Can’t listen? Check the Show Notes! Show Notes: Proposing a prenup can be tough. Having a clear and vulnerable conver ...…
 
Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She's also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode, she talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.…
 
There are many reasons you should start a business. Business owners tend to make more money than associates. A business owner could pay less taxes than an associate, too. Overhead is often 45% to 60% depending on the practice, which means profit would be 40% to 55% instead of 28% to 33% as an associate. I spell out all the benefits of owning a ...…
 
Did we talk to David Lyon, founder of Oranj, for an entire hour and completely forget to ask him how he came up with the name Oranj? Yes. Yes we did. That one will have to remain a mystery. But we covered just about everything else in this conversation. What was it like to build a tech company as an advisor? What need does Oranj fill, and how d ...…
 
My information is: Instagram.com/PlannerPolice Facebook.com/PlannerPolice ThePlannerPolice@gmail.com PlannerPolice started in 2015 as a total joke. People were saying in planner groups "Do what you want! There's no Planner Police." LOL, so I started being PlannerPolice on Instagram. I also used it as a way to call out shady shops, scammers, etc ...…
 
Colleen hand picked the most memorable moments she’s had on Planner Girl Chatter. Can you guess which ones they are? Grab your mildliners and get ready while we revisit these memorable moments.
 
Rebecca Stewart, Senior Director of Content Marketing at Hartford HealthCare and Nick Dethlefsen on the Content Marketing Team at Hartford Healthcare discuss their presentation at the SHSMD connections 2019 annual conference in Nashville.By admin.
 
Find out more at plannerintraining.com ABOUT OUR GUEST: Award-winning floral and event designer Bron Hansboro has devoted his career to navigating clients through the creative process and transforming their visions into exquisite events since 2014. Fondly referred to as “The Flower Guy,” he is the Owner and Art Director at The Flower Guy Bron. ...…
 
Do you use an agile financial planning process? If you’re listening to this show you are probably interested in creating the practice of your dreams that serves both your clients and your family. In doing so, you need to understand how to best help your clients while being able to achieve your own financial goals. In this episode of Financial P ...…
 
This week, Urban thins out his collection, Yvgenii partially eats his words when it comes to the Pelikan M205 Star Ruby, and a listener question causes the guys to derail into a bit of a musical interlude of sorts. If you enjoy 2 Guys 0 Planners, be sure to drop us a comment and a rating on your podcast player of choice! Want to ask a question ...…
 
In light of the previous show, I've received many questions about scanning all my books. Here's a replay of the show where I explain what I've done and why. Joshua
 
In episode 200 of Financially Simple, Justin revisits the topic of investing outside of your Business. As a Business Owner, most of your wealth is tied up in your business and you plan on unlocking that wealth when you decide to sell or retire - but what if you can’t sell, or don’t get the best possible deal? Justin gives a quick revision on wh ...…
 
A recent New York Times piece dives into how much money the average child receives as an allowance. Joe and guest co-host Bigger Pockets founder and author Josh Dorkin get candid with some surprising views from them, and the live audience, about the controversy around spending money for kids.
 
In this episode of the Maven Money Personal Finance Podcast… Andy continues the wisdom from the Berkshire Hathaway annual business meeting. Tune in for the key take aways. Quick Preview of the Podcast: Weapons of "financial mass destruction" Even MORE on cognitive biases (still our favourite topic) Earning the right to disagree with someone... ...…
 
In this episode of the Maven Money Personal Finance Podcast… Andy continues the wisdom from the Berkshire Hathaway annual business meeting. Tune in for the key take aways. Quick Preview of the Podcast: Weapons of "financial mass destruction" Even MORE on cognitive biases (still our favourite topic) Earning the right to disagree with someone... ...…
 
There are many types of investors out there and right now conservative investors are experiencing tough times. Could creating your own pension could be the best solution for those that crave certainty in a market that is fluctuating? Other topics include: Pros and cons of longevity contracts Finding sources of income you can’t outlive Cell phon ...…
 
In this episode, Ben chats with Chris Bates - the Founder, Financial Adviser and Mortgage Broker at Wealthful. They talk about how to use social media to get your message to the masses to create a steady flow of inbound new potential clients. Episode Resources: Wealthful Website - https://www.wealthful.com.au/ Chris Bates LinkedIn - https://www ...…
 
Another month of small things that have supported Dawn’s efforts to achieve more simplicity in life.By Dawn Starks.
 
In all of your planning, have you planned for happiness in retirement? Many people just look at the facts and figures in their retirement and they don’t stop to think about how they will create their own happiness in retirement. On this classic episode of Retirement Answer Man, we revisit an oldie but goodie. Listen to this episode to see if yo ...…
 
Tune in for 8 wonderful wedding planning questions on all things from dresses, family conflict, children, destination wedding etiquette, and more! Ever feel like your wedding plans have snowballed into a huge mess of overwhelm & anxiety? You're not alone! Tune in for an important lesson on keeping things in perspective - To participate in futur ...…
 
It is getting easier to access money in 401(k) retirement accounts before age 59-1/2. Bobbi and guest co-host Chris Browning, host of the Popcorn Finance podcast explain why the change could actually hurt investors and discuss the best course of action to secure financial freedom in retirement. Plus the results of our Money Friends poll and com ...…
 
Earnings kick off this week and the market is expecting numbers to be flat or slightly negative due to comparables. While the numbers are less than desirable to investors, what is important is whether or not CEO’s will the cite trade war for causing issues. Other topics include: What to do in today’s low rate environment An urgency to take adva ...…
 
You’ve probably stumbled across the FIRE acronym before – it stands for Financial Independence Retire Early. It came out of the US and has spawned countless books, podcasts, conferences, and even a movie. Reddit has huge discussion threads devoted to the idea, with the primary thrust seeming to be how young you can achieve early retirement. Now ...…
 
You’ve probably stumbled across the FIRE acronym before – it stands for Financial Independence Retire Early. It came out of the US and has spawned countless books, podcasts, conferences, and even a movie. Reddit has huge discussion threads devoted to the idea, with the primary thrust seeming to be how young you can achieve early retirement. Now ...…
 
01:46 - Gregory shares his epic adventures at the LSU-Florida game. What an amazing experience to get to see this special season first hand. 04:17 - Trump announces economic sanctions against Turkey for attacking the Kurds in Syria. Despite the hype, Gregory doesn't see how this could impact your money by any significant degree.09:15 - Several ...…
 
We talk with Office 365 for Education customers Alexander Strauss-Köhn and Mats Öström, experts from the educational department from Stockholm City Schools. They discuss the implementation and benefits of using Office 365 for students, teachers and parents. Also, we talk with Dominic Williamson from Microsoft Teams for Education and Debjani Mit ...…
 
My dad is somewhat of a legend in the financial services world. He's been helping people for well over 40 years now and is beloved for his personality and intent on always putting the client's needs before his. I know him as Dad and the person who taught me almost everything I know about personal finance. My Dad, Stan, is joining us for a livel ...…
 
Amazon might sell you a tiny house that looks amazing, but there are some crucial things that buyers likely don't know. Bobbi and regular guest co-host, and tiny house uber-fan, Popcorn Finance's Chris Browning explain what buyers need to know before taking the tiny house plunge and reveal our Money Friends poll results.…
 
Do you ever feel that there is just too much information and choice today? Behavioural finance expert Brian Portnoy has found a way to achieve simplicity in our world of information overload and shares his perspective in two fascinating books The Investor's Paradox and The Geometry of Wealth. In his books, Brian successfully tackles the challen ...…
 
Do you ever feel that there is just too much information and choice today? Behavioural finance expert Brian Portnoy has found a way to achieve simplicity in our world of information overload and shares his perspective in two fascinating books The Investor's Paradox and The Geometry of Wealth. In his books, Brian successfully tackles the challen ...…
 
Chris Browning, host of the Popcorn Finance podcast got a clean bill of health for his wife after a hospital stay a few years ago. But despite having been patients there before, a billing mixup left his credit score needing intensive care. For more information, visit the show notes at https://www.bobbirebell.com/podcast/chrisbrowningencore…
 
00:47 - Gregory answers some comment cards from his latest Wine, Wisdom, and Food event at Keith Young's Steakhouse in Madisonville. Many people at the event expressed concern about how the upcoming elections could rock their investments.04:18 - Christy in Marrero asks Gregory for some financial guidance on behalf of her nephew who just signed ...…
 
Show Description: Modern Portfolio Theory + Efficient Market Hypothesis = An Evidence Based Investment Philosophy. In this show you will learn about: - The importance of having ONE Investment Philosophy and evidence that supports what happens if you, or your advisor/adviser, does not have one. - Modern Portfolio Theory explained. Opposing views ...…
 
In episode 199 of Financially Simple, Justin considers the investment strategy of Timing the Market. When to buy, when to sell; when to invest, when not to invest - these are questions most investors ask; but, the answers are not as simple or straightforward as they might hope. Justin explains what Timing the Market is, and examines whether or ...…
 
A recent headline says that teens aren't shopping as much, and the author says it's because they're worried about the economy. Is that true? Are economic worries so bad now that even kids are worried about a downturn? Today Bobbi and Joe will dive into that topic AND give you some thoughts about how this might be something you worry about....too.…
 
In the fourth and final part of a series focused on insurance, Marc Shoffman and Joshua Gerstler discuss business protection. What is the most important company asset? How can keyman insurance, shareholder protection and relevant life cover can help protect your business? How much does it cost and what is the best way to apply? About us The In ...…
 
Real assets have grown in popularity in recent years, as an option to combat a low-yield from fixed income and perceived high equity market values. But what are real assets and how can they fit within a wider investment portfolio? My guest on the podcast today is Luke Hyde-Smith from Waverton Investment Management. Luke is Head of Third Party F ...…
 
Real assets have grown in popularity in recent years, as an option to combat a low-yield from fixed income and perceived high equity market values. But what are real assets and how can they fit within a wider investment portfolio? My guest on the podcast today is Luke Hyde-Smith from Waverton Investment Management. Luke is Head of Third Party F ...…
 
The FTC has filed a complaint saying that Utah-based Zurixx held free real estate events endorsed by HGTV stars, including Tarek El Moussa and Christina Anstead of "Flip or Flop" fame, but were really just selling pricier courses to attendees. Joe and Bobbi explain how it worked, and reveal the results of our audience poll.…
 
Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 277 of the Mullooly Asset Podcast, Tom and Brendan discuss the recent changes from many brokerage firms to offer commission-free trading. There are definitely many pros to this development, but there are certainly some cons too. They also disc ...…
 
This week retired NFL player Terrance Ganaway joins Ashley to discuss his journey to become debt free and thoughts on stewardship.By Ashley Hodge, Certified Financial Planner; Terrance Ganaway.
 
Time for a gut check! If you're saving or investing your money in these 4 ways, it might be time for a new strategy. We'll break down why each mistake is not serving you well, then we'll cover the best techniques to get out of that financial rut and set yourself up for success! For more information, visit: https://www.moneyguy.com/2019/10/4-way ...…
 
We’re super excited for this week’s #FUTURERICH episode because we have our very first Canadian guest, Palmer! Palmer is a 34-year-old Toronto native who is happily married and working full time in PR with a toddler at home. Turns out, there are quite a few differences between the US and Canada when it comes to healthcare, retirement, childcare ...…
 
The money rules that your mom and dad and previous generations lived by no longer work. As a millennial, you are seeing a very different world. This new world means you’ve got to know what advice still works and what advice just doesn’t cut it anymore. Join me in a solo episode as I break down the money advice that works and what money advice n ...…
 
Teacher retirement plans don't have the same protections as corporate ones, and that makes them more vulnerable to unethical and deceptive practices. Joe and guest co-host Chelsea Brennan of Smart Money Mamas explain what's going on, why this has been able to happen and get some very opinionated comments from the live audience.…
 
Investing can be intimidating, but there are some simple basic steps that can put anyone on the path to success. NextGen Wealth founder Clint Haynes CFP® walks us through 8 steps to get started investing, including how to decide how long to own a stock, if and when you should pay fees, which stocks make sense with your goals, and how to underst ...…
 
In episode 198 of Financially Simple, Justin continues with the Investing 101 Overview, looking at Dollar-Cost Averaging. Dollar-Cost Averaging is a simple investment method that takes the complexity of reading the market and timing your investment strategy out of the equation. Justin looks at the pros and cons of Dollar-Cost Averaging, and exp ...…
 
While you may have seen the news that GE is freezing pensions for roughly 20,000 workers, you may NOT know what that actually means. Today Joe's joined by special guest and thought leader Chelsea Brennan, from Smart Money Mamas. We'll discuss other thoughts, such as whether GE is a buy now that they're cleaning up their debt, and also some corr ...…
 
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