Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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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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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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Two People. One Mission. To help 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 hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their 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 ...
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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.
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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 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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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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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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2 guys, halfway around the world from each other, talk about stationery with the occasional guest
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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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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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Andrea Eppolito | Celebrating Life, Luxury, & Above All Else Love
Las Vegas Wedding Planner Andrea Eppolito, ANDREA EPPOLITO
Las Vegas Wedding Planner Andrea Eppolito shares her thoughts on wedding planning, party planning, event design, and luxury lifestyle choices.
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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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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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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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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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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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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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Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Welcome to The Planner Podcast! This is the go-to place for you to learn about creating plans for progress and consistent success in your life and business! https://mimjenkinson.com
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We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
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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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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 ...
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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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The podcast for urbanists fighting climate change. Hosted by Ross O'Ceallaigh, a planner and urban designer based in London, this show explores how architects, planners, policy makers and designers can make cities more sustainable, healthy and happy.
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A podcast by Sara McCormick, the astrologer behind Bella deLuna Astrology and the Soul Care Planner, to help listeners develop a deeper relationship to self-care, their intuition, and ultimately help them find their own path.
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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Urban Roots is hosted by Deqah Hussein (historic preservationist and urban planner) and Vanessa Quirk (journalist and producer). Urban Roots is a podcast that takes a deep dive into little known stories from urban history. It’s brought to you by Urbanist Media, an anti-racist community preservation organization.
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We talk about all things adhd https://adhdplanner.pro/
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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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A murder case has many layers: the victim, the crime, and the investigation. To truly understand it, you need to dissect each piece of a tragic puzzle. Join Anna-Sigga Nicolazzi and Scott Weinberger every Tuesday for an insider’s perspective, as they reveal to you the Anatomy of Murder.
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A wise Detroit wedding planner shares behind the scenes real stories of wedding wins, woes and wars. Honest advice, tips and education for couples tying the knot!
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Stories about how we make cities for people. Tune in and join listeners from 140 countries. I am Mustafa Sherif (Urban Planner based in Sweden). In this podcast, we don't only talk about making cities, but also about city makers' life careers, journeys, leadership, and hobbies ... In collaboration with AFRY (Urban Planning and Design Section)
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My Comprehensive Planner is the ONLY WAY for people to manage their finances.
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Whether you’re captivated by folklore, paranormal, sorcery, the Hidden People, haunted things, people or locations in Iceland you’ve come to the right place! Here you will venture into the dark side of Iceland. Will you dare to follow us into this unexplainable realm? Hosts: Ann Peters (Iceland Wedding Planner) and Vanessa Terrazas are two girl bosses who are obsessed with all of these things. Each week you'll be introduced to different dark sides of Iceland with a dose of Ann & Vanessa's wi ...
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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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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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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 Vancouver, Washington with a combination of real estate financial planning and modeling with numbers specific to Vancouver plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Vancouver).
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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 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 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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Learn all about investing in real estate in Sparks, Nevada with a combination of real estate financial planning and modeling with numbers specific to Sparks plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sparks).
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Leveraging AI for Business Success: Insights from AI expert Verena Weber
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …
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Digital planning is a great alternative to analogue methods, but what are the things to watch out for? 🤔📙 We want to hear from you!Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/plannerpalspodcast📙 MentionedJess's digital bullet journal: https://jashii.com/products/notion-bullet-journal-bundle📙 Want to fi…
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10 Things You Do that Wedding Planners HATE
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Creative partners are always asking what they can do to catch the eye of a wedding planner, but few focus on the things they do that create friction. In this episode we will discuss the 10 things vendors do that wedding planners absolutely hate! MY SERVICES Luxury Wedding Planning: https://www.andreaeppolito.com Wedding Business Consulting: https:/…
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Student loan interest rates are on the rise as we head into the 2024-2025 academic year. What does this mean for you? David Aizuss, CSLP®, explores the effect on students, graduates, and parents. Discover how student loan interest rates work and why higher interest rates could change your approach to repayment and forgiveness. In today’s episode: 0…
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Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro
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Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you! Listen in as J…
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Meg and Myra discuss celebrating four years of Planners and Wine, billionaires want to see the titanic so bad, Caitlin Clark, Fenty Hair, Kylie in target, new Hunger Games book, Happy Planner is back in Michael's, and new Erin Condren Monthly planners. Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content and get a tas…
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Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that?
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In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.By Pete the Planner
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Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo
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What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of en…
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The Women in Leadership series explores the life and career path of women in health care leadership roles. In this episode, we spotlight Julie A. Freischlag, whose distinguished career as a surgeon paved the way to multiple chief surgery positions, ultimately leading to her current role as CEO of Wake Forest Baptist Health.…
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Networking, Reframing, & Doing Your Own Financial Plan with Arcelia Wicker
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We continue the recent theme of podcast listeners becoming podcast guests as I’m joined by Arcelia Wicker on the episode today. He is a financial planner at Bay Capital Advisors in the Virginia Beach area. We chat about his personal experiences of personal finances and how going through Financial Peace University helped him and his wife get their o…
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A retiree is found murdered in his Florida home. A sole beer can and a daily planner would be the best clues to finding his killer. It was a mystery that would take many years to solve. View source material and photos for this episode at: anatomyofmurder.com/the-daily-planner/ Can’t get enough AoM? Find us on social media! Instagram: @aom_podcast |…
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This week, the guys stick to their schedule, record an episode on time, and manage to get off topic so many times that it was both really easy and really hard to pick a title for this one. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a s…
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AI is more than a buzzword, it is changing the way we work with technology. And there is so much opportunity for events, it can be hard to know where to begin. In this episode, I'm chatting with AI and events expert, Anca P. Trifan from Tree-Fan events. We chat about where to get started, where AI can help, and how to use it effectively within it's…
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The city of Decatur, Alabama is home to many historic Black churches, including one with a particularly rich history: First Missionary Baptist Church, in Old Town, the city’s predominantly Black neighborhood. Designed by one of the first African American architects, Wallace Rayfield, the church has — from its post-Civil War beginnings — been a corn…
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E226: How to Share and Transmit Documents When Working With Financial Professionals
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Remember these rules when sharing financial documents with your financial professional to make life easier for everyone and help keep your data secure.By Michael Reynolds
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#544 - Legal Tender: Tallying Their Resources Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of Retirement Answer Man, I’ll help Mike and Judy tally up and organize their resources so they can come up with a feasible plan for retirement. Press play to hear …
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Insurance Companies and Annuities: EDU #2425
1:14:08
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Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2 (requires subscription). The post Insurance Companies and Annuities: EDU #2425 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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Today New Richmond is a charming town along the Ohio River with a relatively tiny Black population. But for a moment in time in the 19th century, it was not only a hotspot of abolitionist activity, it was also home to a vibrant Black community. How did that happen? And why are there so few Black families left today? In this episode, part two of the…
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In the penultimate episode of Season 3, Sarah and Dennis discuss the importance of reviewing financial contracts. We receive annual alerts when our car and home insurance is due for renewal. But our life assurances and savings plans tend to run quietly in the background. The direct debit leaving the account each month without much thought. Why aren…
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A chilling discovery and call to police led to a murder that shocks the conscience. Recorded statements became critical evidence at trial. View source material and photos for this episode at: anatomyofmurder.com/the-reading-man-warren-barnes Can’t get enough AoM? Find us on social media! Instagram: @aom_podcast | @audiochuck Twitter: @AOM_podcast |…
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With a lot of kids and a lot of rental properties, we're wondering if we're on track to retire in about 16 years? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/…
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Overcoming the Highs & Lows of Party Culture | EP5
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In this episode, we discuss the highs and lows of working in the events and entertainment industry while struggling with alcohol consumption. I’ll share my personal experiences, the pivotal moments that led me to my decision to become sober, and the transformation I’ve undergone since choosing sobriety. Follow Nick on Socials! Instagram: instagram.…
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446. How can the arts build community resilience in urban transformation? - Charles Landry and Madeleine Kate Mcgowan
1:07:24
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Placemaking Europe x City of Arts Webinar 3 How can artistic performances, dancing, imagination, creativity, culture, and diversity be integrated into city-making to foster community resilience? Join us for the third discussion in our webinar series, where we explore the vital role of the arts and co-creation processes in cultivating resilient and …
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Joshua's Request for You to Donate to this Worth Charitable Effort
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In today's show I want to tell you about a charitable relief work that I have been involved with for almost 5 years now inside of various prisons in South America. I also want to ask you to please donate to the effort so that I can expand the impact. Donate with a credit card directly here: https://donate.stripe.com/14k2aDcFdeS73dubII Donate direct…
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This week we introduce Daniel Stefanski, MY Wealth Planner's newest Wealth Planning Analyst. We discuss getting into the financial planning profession, the Enrolled Agent designation, and the commonalities of challenges faced by clients no matter where they live or where they are in life.By MY Wealth Planners
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Black Underground Railroad agents lived perilous lives. Because they could be killed or jailed for their work, they hid any and all evidence of their activities. So, today, historical records of their efforts are rare. Luckily, however, historians in the town of Ripley, Ohio have not only uncovered the stories of their local Black Underground Railr…
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Does a scorned woman haunt the peninsula the President of Iceland lives on? Find out all of the details of the story of Appollonia Schwarzkopf and the other eerie happenings at Bessastaðir! Like what you hear? Give us 5 Stars! And follow us for more... Checkout our website: Eerie Iceland Follow us on: Instagram Find our page on: Facebook Email us: …
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There’s only one way to truly deal with my deep emotional struggles… Shopping Spree! This week we review “In the Realm of Hungry Ghosts” by Gabor Mate and talk about how the same underlying roots of addiction influence our poor spending choices. Better understand what our brain is doing and how we try to cope through addiction, spending and other l…
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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 14 June 2024. With the end of financial year just around the corner the show starts by reminding listeners it’s their last chance to get their end of financial year planning in order. This weeks show looks at a new financial year topic: Shou…
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Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
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Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happ…
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Smart Investments: Tax-Efficient Ways to Invest for Your Children
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In this episode, Warren Ingram explores the tax implications of investing money on behalf of a child. He explains why putting money in a child's name doesn't avoid taxes, as parents are taxed until the child turns 18, and discusses the tax consequences of donating money to children. Warren also highlights the benefits and cautions of tax-free savin…
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If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…
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The Impact of Buying Properties at a 5% Discount When Nomading™
26:23
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So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…
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The Impact of Buying Properties at a 5% Discount When Nomading™
26:22
26:22
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So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…
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1
The Impact of Buying Properties at a 5% Discount When Nomading™
26:22
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So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…
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1
The Impact of Buying Properties at a 5% Discount When Nomading™
26:21
26:21
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So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…
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1
The Impact of Buying Properties at a 5% Discount When Nomading™
26:24
26:24
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So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…
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1
The Impact of Buying Properties at a 5% Discount When Nomading™
26:22
26:22
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So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…
…
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1
The Impact of Buying Properties at a 5% Discount When Nomading™
26:24
26:24
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26:24
So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…
…
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1
The Impact of Buying Properties at a 5% Discount When Nomading™
26:21
26:21
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So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…
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227 - Quarterly Economic Update With David Czerniecki
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In this episode of That Annuity Show, Paul Tyler and David Czerniecki are joined by John Beshoory to discuss the energy sector and the impact of technology on the economy. They explore the fundamental changes happening in the energy sector, such as the shift towards renewable energy sources like solar and wind. They also discuss the role of technol…
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I am 50 and have a plan to quit my job in about five years and move internationally where the cost of living is lower. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at …
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445.SWE Open House, demokrati och delaktighet i stadsutvecklingsprocesser
39:12
39:12
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Joanna Messmer (Projektchef, Open House Stockholm)och Niklas Svensson (Ordförande, Openh House Stockholm)Open House Stockholm syftar till att involvera allmänheten i stadens utveckling och stimulera intresset för arkitektur och samhällsbyggande. Open House Stockholm är en del av det globala nätverket Open House Worldwide samt har ett treårigt samar…
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Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. The post Income Benefits Of Non-Annuitized Annuities: EDU #2424 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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Future-Proofing Financial Planning with Fintech Expert Jason Pereira
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data…
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I admit it; the title is a little bit of clickbait. I received a set of important and cogent questions from a concerned mother-of-daughters who was wrestling with some of my male-oriented comments and advice recently. In this episode I seek to thoughtfully explore and articulate the differences between male and female career aspirations and leaders…
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E225: A Guide to Designating a Transfer-on-Death Beneficiary for Your Vehicle
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Assigning a beneficiary to your vehicle can be a simple and effective way to ensure that your car, truck, or motorcycle is transferred to the person of your choice upon your death. This process, known as designating a transfer-on-death (TOD) beneficiary, can save your loved ones time, money, and the hassle of going through probate.…
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The Lifestyle We Want in Retirement
1:07:50
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We all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life. As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and…
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