show episodes
 
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252.
 
FinMar Today brings together those looking to succeed within the financial realm for firms, clients, agencies and anyone looking to leverage longstanding marketing techniques. FinMar Today looks to focus on community sourced questions so the discussions can be what you submit and you want addressed.
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
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The Land of Possibilities

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The Land of Possibilities

Joel and Colton McGriff at The McGriff Alliance

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What matters most to you? We often hear it’s about family, faith and providing for future generations. This father and son podcast reminds you of the evening stories you hear while sitting back in a rocking chair on the front porch. The conversations are beyond talk of the stock market and more about the legacy you want to create. Truly, it’s a new perspective on how to see and enjoy this incredible land of possibilities in front of you.
 
My name is Scot Landborg – I’m here to help you Retire with your Eyes Wide Open. That means having the information you need and the clarity you deserve. It means understanding and interpreting the world as it changes. It means knowing about investments, taxes, social security, and estate planning and how they are all connected. And probably most important – it’s about living your best retirement life. The good life! Send us a listener question or schedule a consultation for more personalized ...
 
Survive and thrive in today's economy! With over 1,100 episodes in this Monday - Friday podcast, business and investment guru Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), Will ...
 
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Jake Of All Trades

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Jake Of All Trades

Jake Rivas: Financial Advisor To Millennials

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Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
The Your Life, Your Money Podcast helps you thrive in life, wealth and retirement. The show is designed to navigate the complexities around money, building and securing wealth, and achieving financial independence. Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you make smart and sound financial decisions. The goal is to take complex financial subjects and make them simple and easy to understand so you can fee ...
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
You’ve created a powerful financial asset with the Perpetual Wealth Strategy and have a sound financial team behind you. Now what? CEO Patrick Donohoe dives deep into the foundational benefits, best practices, and elevated utilizations you should be exploring as you seek to maximize your strategy’s value. Get actionable insights from tenured Wealth Strategists, and hear powerful success stories from fellow clients embarking on the same financial path. Whether you’re an active client or simpl ...
 
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show series
 
This is a two-part series on starting and running your own business with a special guest speaker, Bob Clements--Cofounder, Partner, and General Counsel of Benchmark Business Group. Part One covers what people should consider if they want to start their own business. Why would an individual prefer to be self-employed vs. work for someone else? In wh…
 
Today's Flash Back Friday comes from episode 502, originally published in April 13, 2015 Jason Hartman reads a listener question about the rental rates decreasing and what to do about it. He also invites Jurgen Neugebohrn to the show and answers some of his personal questions. Jurgen is in the oil industry in Saudi Arabia and is interested in the r…
 
You may have been offered a Health Savings Account (HSA) from your employer. Although there are similarities with more traditional health plans provided by your employer, there are important differences. Many people believe HSAs are a non-starter, due to their higher deductibles. While each case is different, there are times when an HSA may be the …
 
Time to act fast. We’re sharing some important tax strategies you might want to put in place before Dec. 31 to maximize your retirement accounts. We’ll share what they are and why you might want to make these changes now. Read more and get additional financial resources here: https://lifemoneyshow.com/podcast/ep-23-tax-planning-tips-to-maximize-you…
 
Colton and Joel sit down to talk about the book, Becoming Your Own Banker. They also talk about the concept of infinite banking: The more you learn about new ideas and new things, the more you come back to the concept. Colton and Joel also cite different resolutions and realizing that everything that you know now could change tomorrow: You should b…
 
Topics covered include: *Why it is important to evaluate whether your current firm partner is still the right partner for you. *How to capitalize on new advisor-friendly product solutions to pivot your offerings for better client alignment. *Using valuations and continuity planning to gain strategic insight and employing a dual-monetization strateg…
 
Jason's so glad he's back in Florida from a 15 day, 3 city excursion! On a rare occasion, he actually agrees with Gavin "Nuisance" on his gas-powered leaf blower initiative! He then shows you how to benefit from inflation as he expounds more on his patent "Inflation Induced Debt Destruction" as it manifests itself everywhere. "Shrink-flation" - pac…
 
In today's 10th episode, Jason welcomes Jonathan Emord, a constitutional and administrative law attorney. He is the author of five books, including his most recent, The Authoritarians: Their Assault on Individual Liberty, the Constitution, and Free Enterprise from the 19th Century to the Present (2021). He is one of the United States' leading const…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. This conversation is a follow up to the episode that Nathan and I did around partnership compensation structures. In that episode, Nathan in passing made a couple of comments around associate compensation structure and the feedback we received from that episode around…
 
Today’s Flash Back Friday comes from Episode 505, originally published in April 20, 2015. Jason starts by talking about the Millennial demographic and its benefits for real estate investors. In relation to this, he reads an article on the renter market and why fewer people are purchasing homes. He also takes the time to answer a couple of listener …
 
Greg Kirk, Executive Chairman of Implemented Portfolios, shares some of his experiences over the last 45 years in the finance industry. We talk about the important leadership traits required during the pandemic, the future of the workplace and the challenges of the digital only world on culture. We also discuss the importance of using technology to…
 
We’re not even to December yet, but it’s important to start talking about tax planning strategies early. Today, we’ll explain why now is the best time to start planning for your taxes and how you can start. Read more and get additional financial information: https://lifemoneyshow.com/podcast/ep-22-year-end-tax-planning-tips/690/ Key Points: 4:50 – …
 
Key insights Frank and Dale cover include: *Why year-end AUM, head count, and other revenue targets drive the deal making decisions of firms during Q4. *Using the insights of an informed recruiting consultant to evaluate and maximize the financial upside of a transition deal and ensure the firm partner you choose is the right one for you. *The impo…
 
Greetings from Snowbird, Utah! Today Jason talks about the "I" word as he prepares for his trip to his old home state of Arizona, and gets shocked at the rental car prices in Phoenix- just like in the rest of the country! He also takes a hypothetical 1 Million dollars and applies the "I" word through his "Inflation Induced Debt Destruction" and see…
 
Today Jason talks to his local market specialist for Florida as they discuss the current market trends, a few case studies and some really interesting property opportunities. He also gives a brief description of the billion dollar WORLD EQUESTRIAN CENTER, in Ocala, Florida where Jason's Empowered Investor conference participants visited as part of …
 
Welcome to this episode of 20/20 Money! On this episode, we’ll provide a brief refresher on the important components of long term disability, talk about the differences between short and long term disability (and why I will usually not recommend you purchase short term disability policies), and provide an update on the group disability insurance pl…
 
In this episode Jake and Kirk discuss the idea of taking money from your paycheck and buying stock in the company that provides your paycheck. Is that too risky? How can you ensure you don’t lose on big upsides if your company is a hot stock item right now? What do you think? Do you invest in the company you work for? *“Tax preparation, planning, I…
 
What is going on in the stock market? Before diving into the topic, Anastasia provides news updates relating to topics discussed in previous episodes: The Rise of GameStop (GME) Stock, Investing in Common Stock Part Two, and How to Pay for College. Bill and Anastasia then discuss inflation concerns, what the autumnal dip is and why it happens, the …
 
Today’s Flash Back Friday comes from Episode 412, originally published in September 12, 2014. In this episode, Jason welcomes Steve Lord, Editor-In-Chief of the Modern Money Letter and the Modern Money Report. Steve discusses the keys to bitcoin's future and explains whether bitcoin should be viewed as a payment system, investment or currency. As t…
 
Since our last podcast, we’ve had several interesting activities take place that could impact the financial markets. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley in their third witty banter installment on the latest topics. This time they discuss the big sel…
 
Today we’re talking about the recent proposals in the new American Families Tax Proposal. We’ll walk you through some of the proposed changes and how they could affect your financial future. Read more and get additional financial information: https://lifemoneyshow.com/podcast/ep-21-how-the-democrats-tax-proposal-could-affect-your-financial-future/6…
 
Today Jason is at a Mastermind Conference in Tampa, Florida and has Darlene Root as his guest! She is an expert on IRAs, HSAs, 401Ks and "Qualified Plans." A potentially new law is on the horizon which will negatively affect us all. Jason also talks about the 3 Dimensions of Real Estate and how we use it to protect us from the coming $3.5 Trillion …
 
In today's episode, Jason comes to you from Tampa, Florida where he is attending a Mastermind conference. He talks about China's Evergrande debacle and how it relates to a question brought up during an Empowered Investor Inner Circle meeting: "Is using leverage, or borrowed money i.e. OPM or 'other people's money' a good idea to a high degree." He …
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo. Steve joins me back on the show to talk about a certain growing pain that practice owners may eventually find themselves in and that’s the idea of adding an associate to their practice. We tackle this conversation from two different viewpoints—the qualitative (“Is …
 
Joel and Colton McGriff give us an update about where things have been and where things are going in business and life. They have a new member of their team: Colton’s sister! A new member of the team that gives a new perspective. Highlights: A new addition to the team - 2:18 Designing a strategy that makes sense - 3:46 The Tax Code is a puzzle - 4:…
 
Today’s Flash Back Friday comes from Episode 363, originally published in February 24, 2014. Returning for an encore interview in this episode is Jason Hartman’s Mom. From the friendly environs of her newly completed McMansion in lower Alabama, the talk turns to fostering an ownership mentality with tenants.Whether you self-manage or go the propert…
 
Today we are going to focus on questions that we've heard from people recently. We will discuss gifting money to your children, the fear of running out of money, and required minimum distributions. No matter your financial question, we’re here to help guide you. Read more and get additional financial information: https://lifemoneyshow.com/podcast/e…
 
On this episode Jake and Kirk discuss a new way some governments are taxing those who use the roads: Tolls that use GPS. Kirk goes on an epic rant about government roads, while Jake takes a more measured view. Is this the future of roads? Can the government charge everyone who uses the roads based on how many miles they drove? Will this encourage p…
 
In this episode, Jason talks about Lennar & KB Home's new "Build Your Own Home" strategy, since millions of Americans ditched the cities for "pandemic-friendly" suburbia, the housing inventory's incredible 40 Year Low, Producer Price Index by industry in the FRED website. And what is the downside to Jason's trademark "Inflation-Induced Debt Destruc…
 
China's Lehman Brothers Moment, The US-Mexico border crisis and media censorship, walkable communities, UN's Agenda 21, California Gov. Newsom's new zoning law and buildings codes. He also welcomes Richard Vague as they talk about his new book, Illustrated Business History of the United States, from The University of Pennsylvania Press, which offer…
 
Welcome to a Rewind episode of 20/20 Money! It’s September, which means that it’s the time of year when practice owners should be reviewing their current retirement plan and determining if it’s the same type of plan that they want to have serving their practice into the next year. This was a popular episode around this time last year, so I’m bringi…
 
How can you fund attending college in the U.S.? Bill and Anastasia first discuss reasons why an individual should attend college and when they shouldn't, before launching into a discussion of the various ways you can save or pay for college if you are a U.S. citizen. How does FAFSA work? What type of student loans are available? How and when should…
 
Today's episode is special because it is both a Flash Back Friday and a 10th episode as well. Today’s Flash Back Friday comes from Episode 390, originally published last July 24, 2014. Eve Wright is the Vice President and Associate General Counsel for The HEAT Group (Miami Heat basketball team). She is the author of, “LIFE AT THE SPEED OF PASSION: …
 
You may have noticed some extra fees on your credit cards lately. What are those and why are they occurring? Banks are finding new ways to charge their customers, and you should be aware of them. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate …
 
Common sense is actually quite uncommon, especially when it comes to financial planning. Here are some common sense money approaches you need to know. Read more and get additional financial information: https://lifemoneyshow.com/podcast/ep-19-learning-through-uncommon-sense/659/ Key Points: 3:56 – Buy low, sell high 9:30 – Don’t pay more in taxes t…
 
Jason explains why Joe Biden's tax plans are terrible for real estate investors. He covers the proposed tax increase and proposed limits on the 1031 exchange. Jason also shares a video from an article by CNBC about how "America is short more than 5 million homes, and builders can’t make up the difference." You can read the article and watch the vid…
 
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