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It's Personal Finance Canada

Christine Conway, Cameron Conway

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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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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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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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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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Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter

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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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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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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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Dollars&Sense Nelson Financial Planning

Joel Garris of Nelson Financial Planning

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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
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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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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Everyone's Talkin' Money: Personal Finance, Financial Freedom, Mental Health and Money Therapy For All

Shannah Game, Money Podcast for Women, Personal Finance, Relationships & Mental Health & Glassbox Media.

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Want to know the secret to financial success? It’s talking about the other side of money. Get this - money decisions are 90% emotional and 10% how-to (yep, that’s why you emotionally spend). So, if you’re ready to get financially unstuck and transform your money, you’ve got to do it from the inside out. Everyone’s Talkin’ Money, named a Top 4 Money Podcast by The New York Times, is the podcast you’ve been looking for. Everyone’s Talkin’ Money is not your average personal finance podcast if y ...
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Financial Autonomy

Guidance Financial Services

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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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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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Her Money Revolution

Angela Brooks, CFP®

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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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The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
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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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Operation Retirement Readiness

Mike Hunsberger & Amy King

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Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
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By 2030, women will control more wealth than most countries' GDP, yet women still don't talk about money! Future Rich Podcast aims to change that! We are a female-hosted and female-focused podcast that covers all things money -- how it is spent, saved, and everything in between! Our host Barbara Ginty is a Certified Financial Planner with over a decade of experience. She is a true expert in the field of finances, managing over 100 million dollars. Her conversations go DEEP and give insight i ...
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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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Childfree Wealth®

Dr. Jay Zigmont, CFP® & Bri Conn

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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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If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
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Safer Retirement Radio

Brian Decker - Owner and Founder - Decker Retirement Planning

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Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it aut ...
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"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTI ...
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Creating Wealth

Bill Taber and Anastasia Taber, CFP®

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Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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Finances the Other "F" Word

Mel O CFP, Zoe Terry ESQ

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A Gen Xer podcast for musicians and music lovers, where we discuss music and money without all the pretentious BS! ---Listener discretion is advised--- Hosts- Mel O-Certified Financial Planner and author of "Finances the Other "F" Word", and Zoe Terry-attorney at large.
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The Retire Happy Podcast

John Iammarino & Thomas O‘Connell

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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Heir Necessities

Katherine Fox, CFP®, CAP®

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Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance. Join Katherine – a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes – for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing. She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're deal ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Pilot Money Podcast

Timothy P. Pope, CFP®

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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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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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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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Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — ...
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have y ...
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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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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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A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successful ...
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Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning deci ...
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Before 1975, most Americans had two financial powers working for them as they headed up the financial mountain to retirement. 1. Accumulation 2. Actuarial Power in the form of pensions. Today, less than 10% of workers have a pension to look forward too and most of those are government workers. WHY you ask - because governments can afford the pensio…
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Annuities, Why I Don't Suggest Them The Fed Lowers Interest Rates by 0.5%. Why So Much If The Economy Is Strong? How Long Will $750K Last If Your Only Income Is SS? It Depends On Where You Live Second Assassination Attempt On Trump Unsuccessful Again. What's Going On Here? Kamala Harris's Campaign Is Imploding. Even Unions Won't Endorse Her Is WWII…
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Average rate of return has very little impact on retirement income planning. Yet, financial advisors and financial entertainers like Dave Ramsey often reference average rate of return as part of a retirement conversation. In fact, average rate of return has no place in a maximum retirement income plan. How to make your retirement income last? In th…
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Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of her Socia…
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200 EPISODES! SPECIAL FRIDAY EPISODE History of the podcast Vision moving forward How to get the most value from your money Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a …
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In this episode, host Rob Black and certified financial planner Chad Burton discuss the recent 50 basis point cut by the Federal Reserve and its implications for the economy and investment strategies. They analyze the current market conditions, including the volatility in stocks and the impact of rising interest rates on various sectors, particular…
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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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Scott and Dan have a heart-to-heart about new 403bwise.org tools to help pre-service teachers get wise to the 403(b) and teacher retirement plans. On-Demand Learning Module for Pre-Service Teachers YouTube video for Pre-Service Teachers Blog Post: Inoculating Pre-Service Teachers From 403(b) Sales Sharks Equitable SEC Settlement Our Pod on the SEC/…
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For more information and show notes visit: https://www.bwmplanning.com/post/86 In this episode of Financial Planning for Oil and Gas Professionals, we dive into the complex considerations involved in purchasing a second home. We explore the decision from both an investment and lifestyle perspective, providing insights to help you determine if a sec…
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This is part two of last week’s episode #258 with Genevieve. If you haven’t listened to that episode, please listen before tuning in to this week’s episode. To recap, today’s guest is the lovely Genevieve. She’s a 30-year-old director of marketing and communications for a mental health nonprofit organization. Barb and Genevieve discuss… Her unique …
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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In Episode 115 of Safer Retirement Radio, hosts Brian Decker and Brad Geddes, CFP(R) explore the do's and don’ts of retirement planning. They discuss the limitations of traditional strategies like the 60/40 portfolio, the impact of market volatility on retirement income, and the importance of adapting investment strategies as you near retirement. T…
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In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, particularly focusing on retirement planning and the current economic climate. They highlight an upcoming event on income and retirement scheduled for September 26th at the Juniper Hotel in Cupertino, California, where attendees can l…
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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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Calvin and Hobbes is one of the most timeless comic strips in American history, but is there anything we can learn from Bill Watterson’s masterpiece in the financial realm? Turns out there is, and Mark will draw on wisdom from the comic to highlight several quotes that offer valuable lessons for financial planning. Here’s what we discuss in today’s…
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Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.…
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How do you have money conversations with your spouse or partner? And just as important, what are you trying to achieve by having them? Today, we're diving deep into the intricate dance of relationships, communication, and money with our resident therapist, Dr. Jennifer Dragonette. We explore the importance of understanding each other's upbringing a…
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Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement? 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://…
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The Fed, the Fed, The Fed, you’ve heard this a lot if you listen to the news. You’re probably thinking, ok, so why should care what the FED does, and who are they anyway? Well, the Fed will most likely lower the interest rates on Wed, Sep 18th (one day after I’m recording this episode) and one day before you’re hearing this episode. I think it’s ti…
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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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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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We are back for another wonderful season of Real Talk with Life After Grief Chris. The opening of Season 7 is all about teenagers and college students asking financial questions. During Season 6, I was probed by some very curious high schoolers and college students to answer financial questions, which are important to up and coming full-fledged adu…
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🎙️ In this eye-opening episode, Bri and Dr. Jay dive deep into everything you need to know for the upcoming open enrollment period! 🌟 From reviewing your insurance options to making sure you're maximizing your benefits, they’ve got you covered. Don’t miss key discussions and what you need to know about: ✅ Long-term disability & care insurance 📋 ✅ L…
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At what net worth should you begin a financial plan? Nate and Ben tackle this critical question, along with other financial challenges faced by physician families, including investment opportunities, insurance needs, and managing unexpected financial situations. Drawing on real-life conversations with physicians, they provide practical insights int…
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As your child becomes independent, there are a multitude of factors to consider. From health care access and insurance coverage to tax strategies and estate planning, it’s a significant transition for both you and your child. By proactively addressing these issues, you can ensure a smoother path toward your child's independence while safeguarding y…
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In this episode, we dive into the critical topic of borrowing from your 401k and why it could be a major setback for your financial future. Many business owners see 401k loans as a quick and convenient way to access cash, especially in tough times or for significant purchases. However, the hidden costs, double taxation, and missed investment opport…
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Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning. The post Our Retirement Planning Process and Philosophy Part 13: EDU #2438 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
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In this solo episode, I cover everything you need about Health Savings Accounts, aka HSAs. This episode was inspired by six listeners who all wanted to see if they should have an HSA. Also, there are a lot of questions about what precisely an HSA is, how one works, and how you can use it. I'm covering it all, including a conversation with Rida Wong…
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Looking for a new What's Possible episode? What's Possible has now moved to its own channel. Links are below for the most common players, or just search What's Possible in your podcast app. Find What's Possible on Spotify here: https://open.spotify.com/show/7beUaLlKeg7zlq6RlIObTp Find What's Possible on Apple here: https://podcasts.apple.com/us/pod…
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Welcome to a special episode celebrating 15 years of IDA Wealth! 🎉In this video, we dive deep into the journey of building a successful wealth management firm and reflect on the lessons learned from over 27 years in the financial industry. Co-hosts Jason Labrum and Alex Klingensmith discuss their experiences, challenges, and successes in guiding cl…
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Wes is joined by Money Matters Producer Jeff Lloyd. They delve into current events affecting Americans—U.S. inflation softening as the Federal Reserve prepares to cut interest rates, the latest mortgage figures, and how election uncertainty may be influencing the stock market. Then, they use the new iPhone 16 announcement to examine Apple’s statist…
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Hi there, and welcome to my channel and this video on final expense burial plans. If you're watching this, you're probably looking for information on how to plan for your own final expenses, or perhaps you're helping a loved one make these important decisions. Before we dive into the different options for paying for final expenses, it's important t…
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You’ve likely spent your entire lifetime saving for retirement. How do you make sure the money lasts as long as you do? How do you make sure you enjoy your retirement? It’s a balancing act for which there may be a solution. Matthew Jarvis is a Financial Advisor who runs Jarvis Financial, located in Seattle, WA. He’s also the host of the podcast “Th…
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I retired two years ago at 48 and would like to know if you agree with my analysis that I have enough to stop my part time job. 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 http…
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The personal finance world has a lot of rules and things you should and shouldn’t do with your money. These rules lead to stress, frustration, and competition and, honestly, make you feel like you aren’t doing enough, you don’t have enough, and you’ll never be able to be entirely happy with your money situation. This is so not true. If you’ve ever …
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Transcript and Show Notes at: www.sunnybranchwealth.com/blog/trust-fund-blues The trust fund lifestyle isn't all private jets and luxury penthouses. In this eye-opening episode, I peel back the curtain on the realities of life as a trust fund kid. Discover why confusion, stress, and financial uncertainty are more common than yacht parties. Listen w…
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It's that time of year again - college admission season! But with the high cost of tuition, it can be a stressful time for families. In 1990, the average tuition cost for a 4-year public college was around $3,190. Fast forward to today, and that number has risen to over $10,000. That's why it's important to take advantage of all the resources avail…
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On this episode, Joel Garris is joined by Rob Field to go over steps to protect yourself if you are victim of a data breach, discuss a few of September’s major headlines, and celebrate the 89th anniversary of Social Security. These topics and more on this week's radio show/podcast.By Joel Garris of Nelson Financial Planning
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I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?" Two very different questions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirem…
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Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Kurt Steele, OD. Kurt joins me back on the show to talk in further detail how he and his partners have structured their compensation structure in a way that works for everyone in the practice while also ensuring that there is parity in comp based on the amount of revenue that e…
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In this timely episode of the Pilot Money Podcast, Timothy P. Pope, CFP®, delves into the often-asked question about whether investment strategies should change during an election year. With the U.S. presidential election looming, Tim explores the potential impacts of election outcomes on the financial markets and what investors—particularly pilots…
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I am altering the pension. Pray I don't alter it any further. This week we talk about the continued roll out of changes to the Canada Pension Plan and how in 40 years you might get more money in retirement. Who qualifies for the best version of this plan, why is there now a two-tired structure and other useful facts about your government mandated f…
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The financial stress of losing a loved one can also have a significant psychological impact on children. Several studies have shown that children who grow up in financially difficult times after the loss of a parent may experience psychological and emotional difficulties. One study, published in the Journal of Child Psychology and Psychiatry, found…
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In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray of Decker Retirement Planning explore the critical differences between retirement planning during the accumulation phase versus the distribution phase. They explore strategies to navigate market volatility, maximize tax-advantaged accounts, and create an income distribution plan…
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Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account. (17:30) Georgette asks if the S…
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