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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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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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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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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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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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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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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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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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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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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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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A financial planner, professional investor, and entrepreneur walk into a podcast to talk about all things MONEY. Join us for weekly discussions covering investing strategies, personal finance tips, and ways to increase your income and build wealth. We answer your most pressing questions about money and investing! Go to wetalkmoney.com to submit your questions.
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Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related to ...
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Welcome to the Her Money Revolution! Join your host, Angela Brooks, as she takes you on a journey to becoming a wealthy woman. As a CERTIFIED FINANCIAL PLANNER™, Angela is on a mission to help women generate more wealth by making their money work for them. On Her Money Revolution, we will navigate powerful financial planning strategies to help you achieve your personal and professional goals. This podcast is your go-to destination for no fluff, easy-to-implement financial and investing advic ...
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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 profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! 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-offi ...
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This ...
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IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
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John Garrett’s research involves talking with professionals who realize that who you are is so much more than what you do. Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.
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The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots
Scott Osborn
Welcome to The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots, where we navigate the skies of financial success with your host, Scott Osborn, The Pilot's Planner. Each episode, we soar through the challenges and opportunities unique to pilots, from debunking myths to mastering best practices in financial planning and investing. As demand for pilots reaches new heights, so too does the complexity of their financial landscapes. With Scott's expertise w ...
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The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...
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Welcome to ’Saving With Silverman,’ the ultimate guide to building your wealth and securing your financial future. Hosted by Mark Silverman, a Certified Financial Planner™ in Tucson, AZ, this podcast demystifies the complex world of investing and financial planning. Whether you’re an investing novice or looking to refine your financial strategy, join us for insightful discussions, advice, and actionable tips to navigate the financial landscape with confidence. Tune in to ’Saving With Silverm ...
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Let's ditch the wedding planning "must-dos", stress, & pressure, so you can plan the wedding of YOUR dreams... on budget! Jamie Wolfer is an experienced wedding planner and host of a very popular YouTube channel with wedding advice. She's got love for all couples on all budgets and empowers each couple to plan their wedding around what matters most to them personally. No one size fits all weddings here. In this podcast, Jamie answers real questions from engaged couples in her community. Occa ...
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Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
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Tim Merriman talks story with heritage interpretation professionals from all over the world. In his 50+ year career as a heritage interpreter, Tim has been a park ranger, nature center director, and national recreation area research manager. From 1995 to 2012, he was Executive Director of National Association for Interpretation, the professional organization for guides and interpreters in the United States. He has been a motivational speaker, trainer, and planner in 26 countries and all 50 s ...
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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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Exploring the world of Financial Planning. Accelerating your career.
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A podcast helping professional women to rediscover their true selves. Weekly interviews with women sharing the highs and lows of their life's journey and how it has shaped who they are today. These stories will inspire you to explore your journey and help you rediscover what lights you up, so you can create a fulfilling life that you love.Paula Burns is an award winning wedding planner and creative business mentor. The core of what she offers, is rooted in creativity; something that develope ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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From locking in tech vendors to booking high-impact speakers to ensuring the cocktail hour goes off without a hitch, planning meetings or events can be a daunting task, and the likelihood of something going sideways is inevitable. No matter your experience level or the number of events you've planned. Brought to you by eSpeakers, No More Bad Events is the professional event planner's best resource for navigating this tenuous universe towards event perfection every time. Hosted by Scott Bloom ...
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If you are separating or divorcing, this podcast is for you. Our host, Tamsin Caine is a Chartered Financial Planner and divorce specialist. Across the series, we speak to divorce professionals, divorcees, coaches, domestic abuse specialists, victim survivors and many others who we think would be of interest to you if you are thinking about separating, have separated, are going through divorce or are post divorce. There is also lots of information if you are supporting a friend through divor ...
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Welcome to Wisdom Woman Podcast, we believe that in constant change and grow that we find fulfillment, not in perfection. Perfection is like a closed door, and striving to be better is always an open door. Our purpose is to enhance the best of women every day by empowering you to create your own success stories. Empowerment comes through self-knowledge accompanied by soft skills developing and professional knowledge. T Finally, a podcast for women that seeks to act intelligently and sustaina ...
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All You Need to Know to Start or Grow Your Small Business! Through a combination of interviews and topics presented by your host, Connie Whitesell, you will learn how to: Determine the ideal small business for you and create a comprehensive business plan providing the roadmap for your business success. You will learn how to grow your existing small business through strategic planning, utilizing short-term and long-term marketing strategies tailored specifically to you and your industry, and ...
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Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
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We share the best client attraction and digital marketing techniques for Financial Professionals.
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The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
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ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
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A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
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Work-life balance isn’t a myth—it’s a mission. At The Double Win Podcast we believe that ambitious, high-growth individuals can experience personal and professional fulfillment simultaneously. Hosted by the creators of the Full Focus Planner, Michael Hyatt and Megan Hyatt Miller, The Double Win Podcast is your go-to resource for unlocking secrets to productivity, wellness, and work-life balance. The Double Win Podcast features insightful weekly conversations with thought leaders, executives, ...
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Hosted by Lisa Flahant of Celebrant in Cornwall, The Wedding Celebrant Show brings you insights, tips and even a confession or two about life as a busy celebrant, as well as conversation with some of the UK's top wedding professionals. Perfect for couples planning a wedding, professional wedding celebrants, or those craving some behind the scenes gossip! Enjoy!
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It's happening! Smartly entertaining wedding pros Joseph Esser (professional wedding photographer) and Tessa Gomes (Hawaii-based wedding planner and coordinator), have joined forces to bring you Unveiling Paradise - your "go-to" destination wedding podcast. Planning a wedding is hard, but planning a destination wedding is even harder! Through real-life stories, interviews with industry experts and insider advice, tips and tricks, Joseph and Tessa will guide you through your wedding planning ...
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Welcome to the Emotional Balance Sheet, the go-to podcast for parents with multiple kids, especially those with twins, triplets, or more, who are navigating the maze of modern family life and personal finance. Whether you're overwhelmed by education costs, retirement planning, career transitions, or trying to define your purpose and plan, we're here to guide you with empathy, expertise, and encouragement. Hosted by Paul Fenner, Founder of TAMMA Capital, a Certified Financial Planner®, and pa ...
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Attention experienced corporate presenters, public speakers, professional speakers and pastors. Do you want to deliver a good, a great or an unforgettable presentation? Get insights from behind the scenes on some of the most unforgettable presentations ever delivered. √ What's the story behind the presentation? √ Where did the idea come from? √ How did they prepare it? √ How did they execute it? Join World Champions of Public Speaking, Mark Brown & Darren LaCroix. They have been world-class ...
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PLAN GOAL PLAN | Goals, Transformation for Women, Mindful Time Management, Balance, Working Moms
Danielle McGeough, PhD
** Top 2% Globally Ranked Podcast ** Ever felt overwhelmed and disconnected while trying to juggle the demands of work, family, and personal growth? Wondering how you can achieve your goals without the added stress in an already hectic life? Are you seeking guidance and strategies that directly address your desire for a more balanced and fulfilling life? Welcome to ”Plan Goal Plan,” the weekly escape into the world of meaningful planning, intentional goal setting, and purposeful living. I’m ...
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The Practical 365 Podcast is a fortnightly newscast on all things Microsoft 365 including Microsoft Teams, Azure AD, Exchange, SharePoint, OneDrive, Windows, Intune and any hot topics that are worth a deep-dive to help you learn more and get the real-world view. Your hosts are Microsoft MVPs Steve Goodman and Paul Robichaux, who will share their expert opinions on the talk of the week, and Q&A with special guests.
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A FRESH START - Healthy Habits, Time Management Hacks, Positive Thinking, Body Confidence, Mindset, Professional Busy Women
Shannon Marqueta | Healthy Habits Coach, Body Confidence Coach, Mindset Mentor
𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝘁𝗼 𝗔 𝗙𝗿𝗲𝘀𝗵 𝗦𝘁𝗮𝗿𝘁 𝗽𝗼𝗱𝗰𝗮𝘀𝘁, 𝘄𝗵𝗲𝗿𝗲 𝘄𝗲 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝘁𝗶𝗺𝗲 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗵𝗲𝗮𝗹𝘁𝗵𝘆 𝗵𝗮𝗯𝗶𝘁𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗱𝗲𝗰𝗿𝗲𝗮𝘀𝗲 𝘀𝘁𝗿𝗲𝘀𝘀 𝗮𝗻𝗱 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲. If you’ve been struggling to figure out a health plan that works for you in your busy life, one that allows you to find more internal and external confidence so you can rise up and do your best work in your life, your home, and your relationships - this is the podcast for you. Together we are going to dig into healthy habits, nutrition, and time manag ...
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Elevating Your Wedding Planning Career: Professional Growth & Opportunities
30:45
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Ready to unlock the secrets of becoming a top-tier wedding planner? In this episode of the Wedding Planner Pro Files Podcast, we had the pleasure of chatting with Crystal Dailey, the esteemed owner of A Crystal Event in Atlanta, Georgia. Crystal walks us through her inspiring journey in the wedding planning industry, revealing her extensive certifi…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
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Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435
1:15:46
1:15:46
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Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim her So…
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Guiding Clients Through the Midlife Transition with Kim Potgieter
34:22
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In this episode, we interview Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions. Kim is a Professional Certified Coach, CERTIFIED FINANCIAL PLANNER®, and author, known for her passion for improving people’s relationships with money and guiding them through significant life transitions. Kim shares her insights on midlif…
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Season 16 Episode 25: Trenton Makes Accelerator
49:52
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Ready to discover the future of startup innovation? Meet John Snee, the founder and managing partner of Trenton Makes. Trenton Makes is the city of Trenton's first startup accelerator. With over 8 years of venture capital experience, John is a key figure in shaping east coast entrepreneurship.
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Final PPR 170_ What Are the Best Investments for Kids
32:21
32:21
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
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Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown
35:44
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Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data,…
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Lightning Pod: Private vs. Public Schools, Resort Town Hyperinflation, and Real Estate - Ep. 85
34:06
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For more information and show notes visit: https://bwmplanning.com/post/85 In this episode of Financial Planning for Oil and Gas Professionals, hosts Justin Brownlee and Jared Machen discuss their theory on resort town hyperinflation, do a residential real estate heat check, and delve into back-to-school financial topics. Challenges Faced by Resort…
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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
37:55
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Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …
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Growing a Life Planning Business with Nila Mistry
33:42
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In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. Join our community: www.n…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
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Emerging presenters often wonder, “Should I join the National Speakers Association? Toastmasters? Both?” Darren and Mark ask and answer these questions while sharing the benefits of both organizations. SNIPPETS: • Learn the art and business of speaking • Both organizations are valuable • Toastmasters is a wonderful place to make mistakes • NSA prov…
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How "Who Not How" Transforms Goal Achievement through Strategic Partnerships | Ep. 162
12:56
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In this episode, I dive into Dan Sullivan and Benjamin Hardy's transformative book, Who Not How, exploring how strategic partnerships and collaboration can propel you toward achieving bigger goals. If you’ve ever felt stuck or overwhelmed by the "how" of your ambitions, this episode is a game-changer. I discuss the power of shifting your focus from…
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Tax planning might not be the most exciting topic, but it's certainly an important one. In this week’s episode, Scott and Marc chat about the differences between traditional 401ks and the increasingly popular Roth 401k when it comes to taxes. For pilots, the 401k is often the largest wealth-building tool, so it’s very important to understand how to…
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By Paul Fenner
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#5 - This Practice Will Increase Your Financial Success
16:19
16:19
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Welcome back to Her Money Revolution! In this episode, Angela Brooks CFP® delves into the psychological aspects of money management and how to cultivate a positive mindset toward wealth creation. Discover powerful techniques for shifting your thoughts and beliefs about money and learn how faith can help you manifest abundance in your life. Angela s…
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From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
36:08
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Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
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Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan
15:08
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In this week's episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down what’s ahead for the rest of 2024. Jordan talks about all the big stuff, such as how fund managers like himself are adjusting to all the shifting pieces in the markets, changes in UK interest rates and what the upcoming…
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Tax Preparation alongside Financial Planning, Teaching CFP Classes, and MQFP Update with Paul Allen
47:23
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I’m excited to have Paul Allen on the podcast today. In this wide-ranging conversation we discuss his first exposure to the financial services industry which rubbed him the wrong way and sparked an interest in doing his own financial planning work. Later on, Paul wanted to help educate fellow members of his military community so he got his CFP so h…
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635: Eric Kamont is a Technologist & Obstacle Course Racer [podcast]
43:53
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Eric Kamont, Director of Strategic Partnerships for the Industrial Metaverse at Microsoft, discusses the transformative power of integrating personal passions into professional environments. Eric shares how using personal interests as icebreakers has strengthened his connections in both work and while running youth programs. He reflects on losing 1…
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🎙️ Join us for a momentous 100th episode of the Childfree Wealth Podcast! We're marking this milestone with an in-depth exploration of life planning, financial strategies, and the distinctive paths of childfree individuals. 🌍 In this special episode, Bri and Dr. Jay break down the eight ‘No Baby Steps' —a set of innovative financial strategies tail…
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It’s easy to view friendships as an “extra,” but they’re a crucial investment in our health and happiness. In this episode, Shasta Nelson, a renowned friendship expert and author, explores the profound impact of our relationships on every area of our lives. She highlights the importance of positivity, consistency, and vulnerability in deepening rel…
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1
E235: How to Freeze Your Credit (And Why You Might Want To)
9:10
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One tool in your fight against identity theft is a credit freeze. But what exactly is a credit freeze, and why should you consider implementing one?By Michael Reynolds
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Our Retirement Planning Process Questions Answered: EDU #2435
1:19:20
1:19:20
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With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process. The post Our Retirement Planning Process Questions Answered: EDU #2435 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a…
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Join me for a journey of personal empowerment with The Intuition Queen, Mara Marchesi
1:01:30
1:01:30
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Mara Marchesi, aka The Intuition Queen is an Intuitive and Creative Coach, Healer and Psychic. She is a transformative force dedicated to guiding entrepreneurs and creative souls on a journey of empowerment, abundance, and self-discovery. Intuitive and creative life coach, energy healer, psychic and podcaster, but most of a catalyst for profound ch…
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1
Addressing Incomplete or Lost Records During Fiduciary Administration
12:38
12:38
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A discussion on fiduciary record-keeping, covering best practices, legal implications, and strategies for addressing incomplete or lost trust and estate records. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers pr…
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1
PPR 173_ Should You Stop Your 401k Savings
39:59
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
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1
Joe Simonetta: The Ethical Compass: Navigating Life's Journey
42:23
42:23
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Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, financial planner Len Hayduchok and humanist Joseph R. Simonetta highlight the importance of…
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Four Essential Steps to Break Free from Busy and Reclaim Your Life | Ep. 161
20:14
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Feeling like a drained overachiever? In this episode of Plan Goal Plan, I dive into four transformative steps to help you break free from the cycle of busyness and reclaim control over your life. I share my personal journey from being overwhelmed and exhausted to living a life filled with purpose, presence, and joy. Discover how creating a personal…
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Lady Whistlewed: Why Wedding Planners Are Essential for a Proper Wedding
20:06
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Ever wonder what sets a certified wedding planner apart from the rest? Today, we promise to unravel that mystery with Laurie Hartwell, founder of the CWP Society, and Krisy Thomas, its Vice President. Together, they shed light on the crucial distinction between certified and uncertified wedding planners, emphasizing the unique expertise and ethical…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
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1
Can Florals Actually Be Sustainable? | How to make your wedding florals sustainable with Jen DeMarti
25:36
25:36
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Jen DeMarti - Urban Marigold Urban Marigold Instagram New Age Floral (Sustainable floral design products) - Agra Wool (replacement for floral foam), Oshun pouch Flowering Minds Education Eagle Song Alaska (Alaskan Peony Farm) The Ecology Center (local farm in Orange County that grows beautiful flowers and produce) Take Jamie’s Floral Quiz if you’d …
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1
401k or IRA after the match, should you buy whole life insurance, and foreign assets.
38:05
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Dan and Daniel discuss whether you should max out your 401(k) after you've hit your employer's match or should fund an IRA. They they discuss whether younger folks should buy a whole life policy and why they're sold them so often. Finally, foreign investments: Assets or albatross?By MY Wealth Planners
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Friendship is similar to dating, it takes time and effort. The big gestures are fun, but friendship is really built in-between the fun, celebratory moments. Making friends often reminds me of The Golden Rule, treat others the way you want to be treated. When it comes to friendship, be the type of friend to others that you want in your life. Whether…
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Improving your AD Security with Derek Melber: The Practical 365 Podcast S4 E25
34:56
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On the show this week, Steve Goodman and Rich Dean are joined by speaker guest, TEC speaker & 20-time Microsoft MVP, Derek Melber. On the show, Derek gives invaluable tips on how to ensure your AD remains secure in a world of cloud and on-premises threats, and we discuss an important but often ignore topic - removing NTLM passwords from use in your…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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1
Enhancing Client Engagement with Kirsty du Toit
26:47
26:47
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In this episode, we interview Kirsty du Toit, Director of Financial Planning for Asset-Map South Africa. Kirsty is a Certified Financial Planner (CFP®) and an Integral Coach (ACC) who is passionate about transforming the way financial planners engage with their clients. Kirsty shares her innovative approach to shifting from traditional financial pl…
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Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434
1:08:36
1:08:36
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Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits. (5:00) Chris chats about a Social Security press release regarding the overpayment burden for Social Security beneficiaries. (12:15) A listener looks for clarification on how much long-term care (LTC) coverage we’d rec…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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1
Ep #193: Mastering Advisor Video Marketing with Katie Braden
30:33
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Katie Braden is the Founder of Advisor Video Marketing, and she joins the show today to share how she entered the financial planning industry after graduating with a degree in photography. If you're interested in blending creativity with financial planning or exploring how to effectively use video marketing in your business, this episode is for you…
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Christy Coleman, Living History Interpreter and Manager, Talks Story with Bill Gwaltney and Tim Merriman
56:28
56:28
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A Native of Eatonville, Florida, Christy Coleman grew up in the shadow of African American anthropologist and writer Zora Neale Hurston. As a teenager in 1982, wanting to become an actor, she accepted a summer position as a character actor for an enslaved woman named Rebecca at Colonial Williamsburg. Her growing enthusiasm for History led her to a …
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Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
44:31
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Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…
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1
PPR 206_Retirement Credit Card Travel Hacking
29:13
29:13
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
…
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Let us know what you think! What do you want to hear about? In this sparkling grand opening of Smart Meetings’ re-branded podcast, formerly Meeting of the Minds, now Smart Start: The Meeting Planner’s Toolbox, Smart Meetings editors Eming Piansay and Sara Robertson bring in managing editor Gary Diedrichs to dig into his extensive industry knowledge…
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