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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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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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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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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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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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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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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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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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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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 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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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. James 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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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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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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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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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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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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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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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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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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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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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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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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Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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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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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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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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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
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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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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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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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.
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. Join Shannah Game, a Financial Expert, Certified Financial Planner, and Ce ...
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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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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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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
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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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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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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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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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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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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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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I'm a former Certified Financial Planner® turned Human Design financial mentor and guide to female entrepreneurs. I believe our money and our business can only thrive at the level of our emotional well-being. I empower female entrepreneurs to feel confident with their money and in their business so they can have fun now and in the future. On this podcast we will explore all things money, business and self-development (including Human Design). I hope you enjoy the journey where I share everyt ...
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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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Ready to level up your hustle game? Dive into the ultimate blend of financial savvy advice, killer marketing tips, real-life anecdotes and laugh-out-loud moments with Certified Financial Planner René Boudreault and Marketing Guru Darryl Boulley—your go-to source for levelling up in business and life. Follow us for your dose of wisdom and laughter. Slay your hustle with Taming the Hustle... or Something of the Sorts.
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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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Highly Sensitive Money gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values. Join me, Diana Gisel Yañez, CERTIFIED FINANCIAL PLANNER™, as I coach HSPs, interview experts, and share my own journey discovering the gifts of my sensitivity and how it relates to money. The second season will be released July 17, 2024 and you’ll get an episode weekly for ten weeks.
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9 Ways to Manifest Money with Kathleen Cameron
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Is it possible to manifest money? Kathleen Cameron, a world-famous manifestation coach who has worked with Hollywood celebrities and Wall Street heavy hitters and is the author of The Best Of Yourself, wants you to know that you can’t just create a vision board and cross your fingers hoping it will all work out. Kathleen and I share a very honest a…
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Episode 016 - Blended Retirement System (BRS) Overview
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Summary The conversation discusses the blended retirement system (BRS) and its components, including the pension, TSP match, and continuation pay. The BRS was implemented in 2018 to modernize military compensation and retirement. The pension part of BRS is similar to the legacy system, requiring 20 years of service and basing the pension on the hig…
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Each month we have $2-4k left over after we pay our bills and lifestyle expenses, so I'm wondering where should we be investing this excess money? 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 Pri…
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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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Community Investing: Building a Just Economy with Nicole Middleton Holloway
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Community Investing: Building a Just Economy with Nicole Middleton Holloway In this episode of 'Highly Sensitive Money,' host Diana interviews Nicole Middleton Holloway, founder of Strategy Squad, about her unique journey from media and entertainment into finance. Nicole shares her expertise in private placements, social justice investing, and comm…
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Ep. 58 Financial Planning for Self-Employed Therapists (with special guest Ryan Derousseau)
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Want to connect? You can send me a text message💞 Are you a self-employed therapist that is financially successful in your business and don't feel like you have a clear roadmap to building your wealth? Join me as I invited Ryan Derousseau, a CFP® who supports self-employed therapists, on the podcast to discuss how to overcome the common fears that m…
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Tight on cash, where do I start saving first?
37:56
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In this new episode, we delve into the nuanced world of financial planning tailored specifically for physicians. We tackle the intricate challenges and opportunities that come with high-performing stocks like Tesla, navigate the complexities of tax implications associated with practice buy-in loans, and explore robust investment strategies perfect …
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Debt-to-income is a key financial metric. It reflects your financial health and helps you build a stable and prosperous future.By Michael Reynolds
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Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
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Are you ready to get answers to some BIG retirement questions? Questions such as: ➤ What role does the equity in my home play in my retirement plan? ➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance? ➤ Are closed-end funds a good investment? ➤ How do I properly evaluate pension vs. lump-sum decisions? Today on the sh…
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Ep #100: A Proven Investment Strategy for 99% of People
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In this episode of Business Exit Success, we dive into a vital topic for anyone looking to secure their financial future: the importance of asset allocation. Learn why asset allocation is the most crucial investment decision you'll ever make, how to determine the right mix for your portfolio, and the strategies that work for 99% of people. Whether …
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"I Have a Budget But Always Run Out of Money - What's Wrong With Me?"
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Have you ever wondered how you are never left with any money each month, even though you have a budget? In this episode, I'm featuring a Budget Rescue with Robert, who consistently runs out of money month after month. This is a very common occurrence that most people come up against, even with a budget. In this episode, I share some of my best tips…
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Our Retirement Planning Process and Philosophy Part 7: EDU #2431
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Jim and Chris pick up where they left off discussing their retirement planning philosophy with fun money and the seesaw analogy. In this episode the guys talk about how and why Jim changed his positioning strategy to better adapt to their retirement spending philosophy. The post Our Retirement Planning Process and Philosophy Part 7: EDU #2431 appea…
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What's Happening with Interest Rates and What Does the Future Hold for Me?
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What's going on with interest rates? At the beginning of the year there was near unanimous agreement that interest rates would fall at some point in 2024, probably in the back half of the year. Yet here in Australia at least, talk is of the potential need to lift interest rates. As it stands, interest rates are already at their highest level in ove…
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Episode 287: Money Talk 1290 - Sergio Gonzalez, Founder & Owner of 805title
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Listen to Sergio Gonzalez, Founder & Owner of 805title
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10 Lessons Learned From The Retire Sooner Podcast
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Capital Investment Advisors’ Wealth Analyst Jeff Lloyd joins Wes in the studio. Wes instills the top 10 happy retiree lessons he’s learned from his guests while hosting the Retire Sooner podcast.By Wes Moss
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PPR 239_ Understanding Estate Plans Wills & Trusts
43:42
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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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Financial Steps To Take During Divorce With Renée Bauer, #212
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In episode #211, we talked about the information you need to gather to prepare to file for divorce and the initial proceedings. But what financial steps do you need to take during a divorce? How do you figure out what life will look like on the other side? How does splitting your assets actually work? Renée C. Bauer—an experienced family law attorn…
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What Is Financial Wellness (& How to Practice It) with Amanda Clayman
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Financial challenges are sometimes inevitable, so you must develop a healthy way to manage them and find ways to align your behaviors with your intentions. That's called Financial Wellness. Our guest, Amanda Clayman, is a financial therapist and host of Emotional Investment, an audio series on Audible. Amanda is the real deal. She thinks we must st…
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I joined CBS Mornings to discuss a change to online Social Security accounts that will impact millions of beneficiaries. That includes everybody listening right now! 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…
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The Latest Inherited Retirement Account Rules
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On this podcast Joel Garris is joined by Christina Lamb to discuss the importance of credit scores when it comes to purchasing a car. Plus, the latest final rules issued by the IRS in regard to inherited retirement accounts. Finally, the incredible value of a Health Savings Account. These topics and more on this week's radio show/podcast. originall…
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PPR 223_Tax Scheme Nightmare & Buying a Tesla
40:42
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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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What associate ODs REALLY value in their role in a private practice, alignment of expectations between owner and associate ODs, and how to ask good interview questions with Dr. Chris Lopez, OD
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Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Chris Lopez. Chris joined me back on the show to talk about all things related to the associate OD/owner OD relationships. As the career consultant at ODs on Finance, Chris has a unique perspective and gives us insight on the conversations he has been having with both associate…
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5 Easy Ways To Know If You Should Do Roth Conversions
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Roth conversions can save hundreds of thousands in taxes when done well, but they don't always make sense for you. This episode will give you the insight needed to determine if (and when) you should implement Roth Conversions. Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early R…
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I quantify, therefore I am. This week we talk about how to run your life like a small business owner and understanding the Key Performance Metrics that can make your life better. Lean how organization, prioritization and cooperation can help you better handle the everyday things in life. If you live in British Columbia, Alberta, Saskatchewan, Manit…
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PPR VLOG 241- Uncomfortable Conversations with Mom & Dad
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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. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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Episode 476: The Financial Physician July 28, 2024
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Another Historic Week In America How To Settle A Digital Estate The Best Jobs To Do In "Retirement" Stock Market Volatility Is Back Secret Service Director Resigns After Brutal Congressional Hearing The Mainstream Media Is So Corrupt 40% Of Americans Worry Daily About Paying Their Bills And Much More111…
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PPR VLOG 242 - How Financial Planners Get Paid
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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. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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The Pros Not Understanding Bitcoin Is a Good Thing For Us
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While bitcoin is in common parlance now in market commentary, politics, and internet culture, few understand what could be an idea hiding in plain sight. This is good news for us, as herein lies the opportunity. July 2024 Special Report - Andrew Flattery Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the O…
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Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430
1:28:44
1:28:44
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Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs. (13:45) A listener looks for clarification on claiming a “child-in-care” Social Security benefit. (25:00) A listener asks what happens to a spouse’s child-in-care benefit if the person passes away. (28:30) A listener wonders abou…
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"I Want to Travel and My Partner Wants to Save For Retirement" - Ask Shannah
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In this vault Ask Shannah, I'm sharing how to plan financially as a couple with a large age gap. Money as a couple is stressful enough, but there are a few things to consider when you have a large age gap. I'm sharing a bit about my relationship with other couples I've worked with. Links Wild Business Growth podcast episode The Money Nerds podcast …
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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. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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251. Barbara "Join Our August No Spending Challenge!"
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In today's solo episode, CFP Barbara Ginty reviews the key takeaways from our recent podcast episodes with Megan and Cameron. She discusses inherited IRAs and the decision to buy a home. These episodes are meant to help condense the information from our traditional long-form interview-style episodes into more bite-sized takeaways. We are starting a…
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Learned by Being Burned: Someone Walked Into My Room (#332)
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Episode 1 of the 5-part series Learned by Being Burned the short pod series where teachers share how they were sold high-cost annuity products, the barriers they face to getting better, lower-cost investment choices, and the growing advocacy movement working to fix the K-12 403(b). Note: This episode previously ran two years ago. We thought our gro…
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Airline Problems | Ford EVs Not Selling | Market Check
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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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PPR 252 Quick Take-CREDIT IS BEST SERVED FROZEN THIS HOLIDAY SEASON!
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No one can prevent identity theft including the credit security agencies that charge big money to monitor your credit. Fortunately, there is a super easy way to protect your identity and best of all, IT'S FREEEE. Freeze your credit today and make sure no one can steal your identity. Thanks to the death of private pensions, the devaluation of Social…
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🎙️ In this episode, we delve into the Pew Research Study on Adults Without Children. Rachel Minkin from Pew Research Center shares insights on why a significant percentage of adults under 50 are unlikely to have children, and why many adults over 50 never had children. We explore the top reasons for not having children, and highlight the financial …
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The Financial Challenges Following The Death of a Spouse
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One of the most challenging things anyone can face, both emotionally and financially, is the death of a spouse. Many widows are left without a partner who they’ve relied on for many years, and it’s incredibly difficult to navigate. While it can be hard to talk about, proper planning in advance can make the transition a little bit easier and take so…
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Ep 93: Simplifying Estate Settlements with Estate Planning Expert, Josh Yager
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We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate…
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A Texas Divorce Case that Could Impact IVF Care
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If you've been following the news, you might have seen a recent Texas divorce case that could have significant implications for IVF care in the state. In this episode, we break down the details of this case, explore its potential impact on IVF treatments, and discuss why all of this is so important. Contact: 817-444-8402 Website: https://bit.ly/2HL…
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How To Budget, Save & Manage Debt To Achieve Financial Success
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FREE Download - Value Spending Plan: https://hermoneyrevolution.com/resources Welcome to Her Money Revolution, where Angela Brooks, CFP® empowers women to take control of their financial futures. Join Angela on a journey to simplify investing and help women generate wealth. In this episode, Angela explores understanding your current financial situa…
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When Does a Cost Stop Being an Expense and Start Being an Investment
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When does a cost stop being an expense and start being an investment? The answer to this question is part of a broader search for helping people identify and develop their purpose and supporting objectives, not solely from a financial perspective but more from a personal and lifestyle perspective. Ultimately, the transition from expense to investme…
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The First Step to Achieving Personal Wealth
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Welcome to the inaugural episode of Her Money Revolution, hosted by CERTIFIED FINANCIAL PLANNER™, Angela Brooks. Join Angela as she kicks off this empowering journey aimed at helping women achieve financial independence. In this episode, Angela breaks down the concept of financial empowerment, the importance of setting audacious goals, and practica…
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With a goal of buying a vacation home in the near future, are we saving too much 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://art19.com/privacy#do-not-se…
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Financial Fallout of CrowdStrikes Global Outage
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PPR 252: Quick Take - Credit is Best Served Cold
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Credit monitoring services are good but freezing your credit is the ultimate way to stop identity fraud. Best of all - it's FREE. Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to the death of private pensions, the devaluation of Social Security benefits and other…
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Navigating Money, Sensitivity, and Social Justice with Mikella Millen
1:17:37
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Navigating Money, Sensitivity, and Social Justice with Mikella Millen In this episode of Highly Sensitive Money, Mikella Millen shares her journey as a highly sensitive person navigating financial challenges and personal growth. Mikella discusses her multifaceted career as a psychotherapist, art therapist, and multidisciplinary healer. Mikella shar…
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What Is Financial Trauma: What Causes It and How to Fix It
1:09:26
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Occasionally, I love to bring you vault interviews from podcasts where I'm a guest. I was recently on the Catching Up to FI podcast talking all about money trauma. With Bill and Becky, Catching Up To FI's hosts, I dig deep into the subject of money trauma, exploring their impact on individuals, relationships, and overall financial health. I offer p…
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