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Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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CWP Society is proud to produce the "Wedding Planner Pro Files" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
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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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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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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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2 guys, halfway around the world from each other, talk about stationery with the occasional guest
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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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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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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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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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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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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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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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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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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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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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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Smart Start: Bright Ideas from the Meeting Planner’s Toolbox is the latest podcast from Smart Meetings that tackles various issues within the meetings industry from engagement to entrepreneurship and empathy and more! This series is dedicated to the continuing education of event professionals looking to get a leg up in the latest trends within the industry from two hospitality writers who are learning themselves. Join Community Experience Editor Sara Robertson and Multimedia Editor Eming Pia ...
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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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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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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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Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting planners, speakers and industry experts about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
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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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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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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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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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How Do They Afford That: the podcast that peeks into the financial lives of everyday Australians. Every week Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson share the simple hacks, habits and ideas that can make your money work harder for you. New episode every Wednesday!
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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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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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You heard right. The Reformed Financial Advisor Podcast? It's gone. Dead and buried. From now on, it's Gentleman Speculator. Cleaner. Sharp as a stiletto heel. Like Alain Delon's tailored slacks. Gentleman Speculator is the home for insights on investing, legacy, and the life well-lived from Andrew Flattery and Simple Wealth Planning LLC.
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My Comprehensive Planner is the ONLY WAY for people to manage their finances.
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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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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Experts shape our world. Sometimes for better, sometimes for worse. In every big story, you’ll find one; you’ll find a researcher, scientist, engineer, planner, policy wonk, data nerd, bureaucrat, regulator, intellectual, or pseudo-intellectual. Their ideas are often opaque, unrecognized, and difficult to understand. Some of them like it that way. On Cited, we reveal their hidden stories.
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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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Welcome to Aisle Be There For You, the podcast that helps couples with their wedding photography planning with me, William Adwin. I am a New York-based wedding photographer that has photographed several hundred weddings throughout the years. I want to bring all of that experience to you. So take a listen, make sure to follow, and I hope you enjoy!
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Manifest with Tori DeSimone is your go-to podcast for wellness practices, manifestation tools, productivity hacks, routine deep dives, mindfulness methods, and everything in-between. Join host Tori DeSimone every Monday as she discusses new ways to realign with your best self using tools and tactics that actually work with key takeaways each episode. Manifest with Tori DeSimone is sure to leave listeners feeling inspired, motivated, and passionate about their week ahead. Tori DeSimone is a 2 ...
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Learn all about investing in real estate in Brownsville, Texas with a combination of real estate financial planning and modeling with numbers specific to Brownsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Brownsville).
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Learn all about investing in real estate in Roseville, California with a combination of real estate financial planning and modeling with numbers specific to Roseville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roseville).
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Learn all about investing in real estate in Westminster, Colorado with a combination of real estate financial planning and modeling with numbers specific to Westminster plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Westminster).
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Learn all about investing in real estate in Roanoke, Virginia with a combination of real estate financial planning and modeling with numbers specific to Roanoke plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roanoke).
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Learn all about investing in real estate in Lewisville, Texas with a combination of real estate financial planning and modeling with numbers specific to Lewisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lewisville).
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Ep #196: How to Become a Life Planner with George Kinder
31:15
31:15
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George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learni…
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Friends Don’t Let Friends Skip Leg Day: Finance Edition
43:52
43:52
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Just like physical fitness, financial fitness is key to a healthy life. Discover how personalized financial goals, like a tailored workout plan, can help you build a strong foundation with smart cash flow management, debt control, and a solid emergency savings strategy. In today’s episode: 07:41 Cash flow planning makes it easier to balance your in…
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Despite COVID-19 challenges, Mount Nittany Health's communications team revitalized corporate culture through enhanced Intranet content, a positive media campaign, and employee recognition programs. Their efforts doubled Intranet engagement, generated over 300 positive media stories, and boosted employee satisfaction, healthcare quality, and recrui…
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Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession
43:33
43:33
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Today’s recorded conversation is with special guest, Hannah Moore, CFP®, focused on how she improves the financial planning profession with her generous initiatives. If you’d like to watch the video version and dozens of other interviews, please consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.…
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What One Thing? Safety First: Protecting Your Attendees and Your Event in a Risky World with Kevin Coffey
25:22
25:22
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Send us a text In this episode of What One Thing, a Smart Meetings podcast, host JT Long, vice president and content director of Smart Meetings, explores essential strategies for ensuring safety in an increasingly risky world. JT welcomes Kevin Coffey, a travel security and meeting risk advisor, who brings decades of expertise from his time as a de…
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How to Build Trust More Quickly - Michael Clarke [Co-founder & Author]
24:38
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In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …
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In this episode I will be talking about the pros and cons of attending a wedding show/wedding expo as part of your wedding planning. These events can be large scale or a smaller wedding venue-based type of event. After attending these large scale wedding shows as a vendor for many years, I ultimately decided to never do them again. However, I will …
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Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think
1:00:36
1:00:36
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On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.By Pete the Planner
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Building an evidence-based business with Jonathon Jay
34:34
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In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth. We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more. Join our community: www.nextgenplanners.co.uk…
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Misguided Vendors Who Discourage Couples From Hiring Wedding Planners
20:00
20:00
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Lady Whistlewed is at it again! In her latest column she discussed the folly of wedding professionals discouraging couples from hiring wedding planners. Uncover the surprising motivations and the significant repercussions of this trend with Laurie Hartwell, CEO of the CWP Society, and her co-host Krisy Thomas, Vice President of the CWP Society. Tog…
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This week, Meg and Myra discuss life updates, Love is Blind Season 7, Kendrick Lamar doing Super Bowl Half Time Show, thoughts on Happy Planner's Fall Release, 2025 Planners we've brought so far, Craft Festivals becoming a thing, Journaling on TikTok, and the peak of the Planner Community. Want to check out the Patreon FOR FREE?! JOIN HERE to che…
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Walking the Walk along with Talking the Talk of Military Transition with Heather Walrath
39:26
39:26
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I’m so grateful to have Heather Walrath joining us on the podcast today. She currently serves as financial education and accredited financial counselor at the Navy Mutual Aid Association. As part of the Education Team, Heather speaks one-on-one with servicemembers and spouses and provides group presentations to servicemembers and families across th…
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What are the layouts that you ALWAYS fail to fill in? 🤔 Join the Planner Pals as they look through 6 of the ones that just don't ever work out.📙 We want to hear from you!Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/plannerpalspodcast📙 Want to find us elsewhere?Jess: https://youtube.com/JashiiCorrinMark:…
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Better Together: Championing Women in Events
1:10:55
1:10:55
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Let us know what you think! What do you want to hear about? In this episode of Smart Start, we kick things off with a conversation with Jack Johnson, Destinations International's chief advocacy officer, regarding the news that Visit Florida removed the LGBTQ+ resource page from their website. Later, editors Eming Piansay and Sara Robertson are join…
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The experience of becoming a financial planner
22:32
22:32
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Daniel interviews Emily about her first year working in a financial planning firm, including everything from her interview experience to learning about financial planning and studying for her Series 65 licensing exam.By MY Wealth Planners
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