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Benjamin Brandt wants to teach you how to retire! Listen in as Benjamin Brandt CFP©, RICP© answers the questions on the minds of the modern retiree, often joined by the top experts in the retirement planning industry. Do you enjoy Dave Ramsey and Freakonomics? Check out Retirement Starts Today Podcast. Ask Benjamin a question here: https://retirementstartstodayradio.com/ask-a-question/
 
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 ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
Values Investors Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.
 
This is a podcast about the financial, money and recreational mindset needed to successfully plan for and live your best life before and through retirement. Hosted by Lawrence “Larry” Sprung, CFP®, Founder and Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
 
Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
 
Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of McKenzie Banking Company / Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. McKenzie Banking Company / Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.”
 
Byron R. Moore, CFP® is managing director / planning group of Argent Advisors, Inc. Mike Jones is managing director / investing group of Argent Advisors, Inc. Email Byron at bmoore@argentadvisors.com. Email Mike at mjones@argentadvisors.com. Write to either at 500 East Reynolds Drive, Ruston, LA 71270 or call either at (318) 251-5800. The opinions of any single advisor do not necessarily reflect the opinions of Argent Advisors, Inc. No forecasts can be guaranteed. Argent Advisors, Inc. does ...
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
 
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 Advisor, Exit Planning Institute’s Exit Planner Leader of the Year and business strategist with over 20 years of experience. Justin owns Financially Simple, LLC, a division of Heritage Investors, ...
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week o ...
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
If you are a successful solopreneur, consultant, independent contractor or gig worker this podcast is for you. You'll get simple, straightforward tips to help you master your finances and action items to help you be a better business owner, a better spouse, a better parent, and ultimately a better you. Join Solopreneur finance expert, Gabe Nelson for the journey!
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. 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 Scott 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.
 
Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show and is divided into four sections: Bulls and Bears Market Report and Economic Update, Legislative Update, Plan Your Prosperity Ask Peggy--your opportunity to ask a question! When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that wh ...
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
 
Am I managing my personal finances in a God honoring way? What does biblical stewardship look like? As a Christian, what should my view of money be? These are just some questions that you, and other Christians, are pondering day in and day out. To be frank, there aren't a lot of places for Christians to turn to get these answers AND any answers that come back are typically conflicted in some way or another. I'm Donovan Brooks, CFP®, CKA® and I'm your host. My hope is to educate, encourage, a ...
 
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 ...
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
Certificant Connections is a podcast powered by the Certified Financial Planner Board of Standards, the professional standards-setting body for more than 83,000 CFP professionals nationwide. Each episode, CFP Board discusses the latest news in the financial planning profession, takes a dive deep into a key topic, and answers your questions about financial planning.
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics Lon is able to give his opinion on what is really going on with your finances. Topics include, stock market performance, retirement savings, current events and how they impact financial climate, general financial education and tips, and much more!
 
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http://www.rickomarek.com/blog/6-steps-that-put-you-on-the-path-to-a-successful-retirementTalk to Ric... https://goo.gl/c3jdeOLearn more at... http://www.rickomarek.comWatch videos here...https://www.youtube.com/playlist?list=PLvLbqeCOg7FSAapjPvyJhruHoMAPMKqeC --- Send in a voice message: https://anchor.fm/ric-komarek-cfp/message…
 
In this bonus episode, Nick Hopwood and Jim Pilat of Peak Wealth Management hosted a webinar in partnership with Brian Vincent of C.L. Finlan Insurance to talk about Medicare Enrollment. In our webinar, you'll learn: Original Medicare — Initial Eligibility/Enrollment Medigap (a/k/a/ Medicare Supplement) + stand-alone Part D Rx PDP Card vs. Medicare…
 
Staffing and succession are significant challenges for small financial planning firms. Should an owner bring their adult child into the business, or does it make things even tougher? Join ACP Board Past President Lois Basil, CFP®, founder of Basil Financial Group, and Hannah Basil Bryant, CFP®, as they explain the process and unique challenges of w…
 
For many people, the holiday season can be a time of stress rather than joy even in the best of times. And this year, of course, the holidays will be different for everyone, as the coronavirus pandemic forces us to forgo holiday gatherings and family visits. Elaine Rodino, PhD, discusses the "holiday blues" and how to get through the season, this y…
 
It’s Thanksgiving Week, and we’d like to thank the man who introduced a completely different concept in the insurance industry -- the Infinite Banking Concept or IBC. We’ve been discussing IBC in this podcast, but today we’ll share an interview last May 2018 with this great man, our IBC mentor, R. Nelson Nash. A former forester, airline pilot, and …
 
Surprise Generosity is a unique way of training our children to have a heart of generosity. Prov. 22:6 says, "Train up a child in the way he should go; even when he is old he will not depart from it." How we raise our kids will not only impact our immediate family, but Lord willing their family when they start one. For more, visit StewardologyPodca…
 
In episode 314 of Financially Simple, Justin answers a listener’s question on measuring value improvement. It can be difficult to take in the bigger picture when running your own business, and seeing the effect of small adjustments and improvements can take time. In this episode, Justin goes over the factors that can be used to measure value improv…
 
Are you worried about what the election means for your retirement portfolio? Many people are tempted to make big changes to their retirement savings to reflect their election concerns. On this episode of Retirement Starts Today Radio, you’ll learn what you can do to your portfolio if you are nervous about the transition. You’ll also hear what the n…
 
If you think that retirement communities are for people who believe that their best days are behind them, think again. There are many misconceptions around continuing care retirement communities (CCRCs), including who they’re for, what services they provide, and how much they cost. These preconceived notions can put many people off from considering…
 
Covid spikes causing more lock-downs and rollbacks – But vaccine hopes help to keep a floor under markets Everything is coming up Electric! We need to start thinking about year end moves. Tax harvesting best practices and how to prune your portfolio into the year-end. Follow @andrewhorowitz Looking for style diversification? More information on the…
 
Medicare Annual Open Enrollment ends on December 7th. Hans goes over what you need to make sure you have done before then. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling…
 
Jim and Chris discuss listeners’ questions relating to Social Security, Rollover Options, and IRA conversions. (2:00) George from Chicago asks a question about when the overall best time to claim Social Security is. (10:50) A listener from North Carolina asks for advice on taking a lump sum buyout from his employer and rolling it into his 401k or I…
 
This week, SHP founders, Derek Gregoire, Matthew Peck CFP® CIMA®, and Keith Ellis discuss the importance of having a plan. With 2020 coming to a close and the holidays right around the corner, it will be easy to forget about your retirement plan. It's more important than ever to look at your situation and make sure you have a plan for the five key …
 
In episode 313 of Financially Simple, Justin continues to examine the Profitability Gap, and how to reduce it. Being Best in Class is no easy feat, it requires some tough choices and a resolute commitment to change some practices that might push Business Owners out of their comfort zone. In this episode, Justin looks at the different aspects of a b…
 
If we’ve learned anything over the course of 2020, it’s that health needs to be a priority for all of us. The focus goes beyond the pandemic, which is obviously at the forefront right now. But mental health issues have risen through the year and the usual causes of death are still as prevalent as they always are. It’s great to see that more and mor…
 
#163: Is there a way to stop trading your time for money and spend time doing the things you love? If time is our most valuable asset, how do we track it? How much time do you spend working? How can you take back control of your time? Today, we learn more about this idea with Brian Ellwood, host of 12 Houses To Freedom, the podcast that shows you h…
 
The year 2020 has been no ordinary year. And you can expect with PPP, HHS, and EIDL loans and grants, taxes might not be ordinary when they come due. On this episode of the Dentist Money™ Show, Ryan interviews Morgan Hamon of the HDA Accounting Group. Are you wondering what pandemic federal support money might mean for your taxes? On this podcast, …
 
There are so many things to take care of in retirement. It can all feel overwhelming. Many people worry about their jobs, the state of the world, retirement, and their uncertain future. On this episode of Retirement Answer Man, you’ll learn what you can do to ease your worries about the unknown as well as discover the answers to questions from list…
 
In our increasingly diverse country, many workplaces have implemented diversity training programs aimed at fostering cohesion, mutual respect and understanding among employees of different backgrounds. Calvin Lai, PhD, an assistant professor of psychology at Washington University in St. Louis, discusses what we can learn from psychological research…
 
Eddie & Katlin Van Buskirk sit down to tell the story of how they bought a $50,000 house on craigslist and rehabbed it into their dream home in Historic Northeast Kansas City. Show notes for this episode- https://simplewealthkc.com/lexington Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas C…
 
In this episode James and Scott discuss their thoughts on Bitcoin and whether or not it belongs in your investment portfolio. They discuss: Traditional asset classes Alternative asset classes Risk vs growth potential Potential inflation hedges Considerations when adding new assets to your portfolio. LET'S CONNECT! James Facebook LinkedIn Website Sc…
 
Does your retirement plan look at “The Whole Picture”? If you’re hoping to make big financial changes in your retirement (or as you approach retirement) finding out how your retirement plan accounts for these can give you the confidence to pursue your emotional and financial goals. In this episode of our Retirement In Action series, we look at how …
 
Jim and Chris begin to clarify the details on coronavirus related distributions (CRDs) and the tax implications surrounding them in this first part of the CRD focused EDU show. The post Coronavirus Related Distributions (CRDs) Part 1: EDU #2046 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Joe and Big Al have been making retirement planning, investing, and tax reduction fun for years on the YMYW podcast. We're celebrating 300 episodes with just the funny stuff: great email intros, some of our funniest Derails, a couple never-before-heard outtakes, hilarious moments from our interviews with Dr. Daniel Crosby and Professor Jamie Hopkin…
 
Many Americans today have an abundance of excess cash, but how can you make that cash work for you while still feeling financially secure in this ever changing economy? Learn more about what to do with that excess cash, a possible Covid-19 vaccine, and new ways to travel safely in this week's episode of "Money Matters" with President Chad P. Wilson…
 
Is IUL or Index Universal Life Insurance good for IBC? We’ll answer this in today’s round table. First, let’s try to understand the context of IUL and IBC. IUL is essentially a risk mitigation tool providing “upside potential with downside protection.” It is built on universal life insurance and meant to offset or compete with what’s happening in t…
 
Imagine you’re Dr. Dolittle and could speak to animals. Today, you decide to talk to a fish in a fishbowl and asked, “how’s the water today?” The fish looks at you surprised and asks, “What is water?” As humans, we have more in common with that fish than we would like to believe. In today’s episode, we are going to be exploring our “water”. It’s th…
 
Market Expectations for the Rest of 2020 Financial Regulation Under a Biden Administration Investor Behavior in 2020 Why Use the Word Prosperous? https://www.schwabfunds.com/befi-barometer-2020 "Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial…
 
Mindy Diamond is the President and CEO of Diamond Consultants in Morristown, NJ. Recently, Mindy invited me to be a guest on her podcast, Mindy Diamond on Independence, and I appreciate her allowing me to share our conversation with you here. Some of the topics Mindy and I discussed include: Why discipline and focus are two essential traits of a fi…
 
Throughout our lives, we all experience transitions— ones that have the ability to impact us financially. Whether it be a divorce, birth of a child, retirement, loss of a spouse — it is important to have a plan as you navigate these changes. In this episode, Nick Hopwood and Jim Pilat talk about life transitions, and why it is beneficial to plan ah…
 
In episode 312 of Financially Simple, Justin returns from his hunting trip with some insights into the realities of running a business. In many ways, being a business owner and running your business is a lot like hunting elk in the Rocky Mountains - or any challenging and life-defining experience for that matter. In this episode, Justin reflects on…
 
After you finally get Medicare all figured out and everything in place, the last thing you want to do is ever think about it again. But unfortunately, you need to review your Medicare coverage annually. Danielle Roberts is back, yet again, to help us understand what we need to do annually to review our Medicare plans. In this episode, you’ll learn …
 
As you approach retirement, you may think that it’s increasingly difficult to get a mortgage. But that’s not always the case. In fact, there are many avenues to help retirees qualify for a mortgage, and you can discover them by speaking to a trusted mortgage advisor. That’s why we asked Tammi Rowe to join us in this episode. We asked for her expert…
 
Emlen Miles-Mattingly is the founder of Gen Next Wealth and has built his business to work with individuals and families who have historically been overlooked. Emlen has leveraged content, in particular video and podcast, to grow his business while educating his audience along the way. In this episode we discuss what he's learned launching his busi…
 
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