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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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The Aussie FIRE podcast is the ultimate guide to Financial Independence for Australians. Having started life as an e-book, then an audiobook, it's now reached its final form: a podcast that will keep on giving. The Aussie FIRE audiobook is brought to you by Pearler, Australia's favourite long-term investing community; and Dave Gow, the brains behind Strong Money Australia. Each episode explores a different aspect of Financial Independence, so stay tuned for new releases! https://pearler.com ...
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
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Money is Personal

Steven Briggs, Chairman and CEO of Briggs Financial Inc.

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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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PSG Financial Services

PSG Financial Services

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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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This is the show for Australians across the globe covering all things personal finance. From tax to investment planning, budgeting to property investment back home in Australia, we’ve got you covered.
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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The Savvy Doc Podcast

Savvy Doc Financial Planners

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We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Real Personal Finance

Scott Frank and James Conole

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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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Peter Schiff is an economist, financial broker/dealer, author, frequent guest on national news, and host of the Peter Schiff Show Podcast. The podcast focuses on economic data analysis and unbiased coverage of financial news, both in the U.S. and global markets. As entertaining as he is informative, Peter packs decades of brilliant insight into every news item. Join the thousands of fans who have benefited from Peter’s commitment to getting the real story out to the world.
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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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The Medics’ Money podcast helps doctors, dentists and other professionals make better financial decisions. Hosted By Dr Tommy Perkins and Dr Ed Cantelo, who is not only a doctor but also a Chartered Accountant and Tax adviser.
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A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this series, independent financial adviser and series host, Jordan Vaka, will unpack all of the questions, jargon and tasks that you're now having to juggle as you walk along this path.
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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PreMarket Prep is a daily trading podcast that airs weekdays.Email premarket@benzinga.com for your questions.Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Tune-in along with our 6,000-8,000 listeners each month for the Wealth & Wisdom! The wisest among us will tell us that money and wealth are important, but alone they will not make you happy or your life a success. Success and happiness require wisdom and wisdom comes from cultivating a learning mind set, a strong drive to always do better and by surrounding yourself with people who can teach or inspire you. Ben Law spent over 20-years working with successful business owners and farming famil ...
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The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc ...
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Your Money Momentum

Global Wealth Advisors

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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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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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The Personal Investor

Fidelity International

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With its approachable style and no-nonsense views, The Personal Investor is the essential weekly investing podcast for smart investors. Join Ed Monk as he explores investing, financial news, stock markets and economics. With his 360˚ view of the world of investment, Ed provides a well-balanced take on the latest developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approac ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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The Purposeful Investor

Aden Wilkins & David Andrew

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The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for. Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your ...
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What Matters

MA Financial Group

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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
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It's only the Former Metallica of Mortgages and Slayer of Meerkats! Yes, Rhys Schofield joins The Lead Ladies on Room 101 to reveal is pet peeves and he isn't holding back! This one is hardcore... Plus, Rhys shares his passion for Warhammer and Wrestling...very rock 'n' roll! Please note: Companies named in this podcast by Rhys Schofield represent …
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What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm? On today's show, Matt Ackermann and Andree Mohr discuss their unique spin on writing about practice management, which examines stories about how famous musicians hone their craft and applies those lessons to what we do as advisors.…
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Superannuation matters, so let's talk about it. Kate Campbell chats with financial advisers from Everest Wealth, Alex Luck and Daisy Magor, about what may end up being our biggest asset: our superannuation. They chat about investing inside vs outside of super, using super calculators, comparing super funds and making the switch, the value of financ…
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Larry Blundred found solace and a new passion through an unexpected yet heartwarming intervention by friends. In the wake of his wife's passing due to a brain tumor, Larry was navigating a tumultuous period, balancing the demands of his job and his role as a caretaker. Amidst all this, he was introduced to pickleball by two friends. Initially unfam…
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In this episode, Kevin Brucher discusses the recent Federal Reserve meeting and its impact on the economy. He explains how interest rates affect inflation and the overall strength of the US economy. Kevin also explores the 4% rule in retirement planning and the concept of sequence risk. He highlights proposed cuts to Social Security and Medicare, a…
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Today's Topics: Disaster in crypto land Macy's deal Tesla continues its torrid run Today's Guest: Gordon Johnson PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you navigat…
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Send us a Text Message. Housing plays a pivotal role in any FIRE (Financial Independence Retire Early) strategy. Whether you rent or buy, you’ll need to account for your shelter before you can comfortably retire early. That’s why, in a past episode, co-hosts Dave and Hayden explored the relationship between housing and FIRE. This time around, they …
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Labour has won by a landslide in the 2024 General Election but what does this mean for tax policy, people’s pensions and housing? Amy Austin, news editor at FT Adviser speaks to Claire Trott of Technical Connection, Ray Boulger of John Charcol and Matthew Todd of RSM to delve into what Labour's pension review could look like, whether inheritance ta…
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she chats to Keith Ford – - the deputy editor of The Adviser sister brand ifa – as they discuss the major new report suggesting ‘ASIC has failed’, the recommendations to reform it, and whe…
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Family succession is a common challenge in business, as evidenced by its portrayal in popular TV series like 'Yellowstone' and 'Succession'. These dramas highlight the grim consequences of mishandled transitions, what I refer to as the 'Three Generation Curse'. In today’s episode, Ben is joined by John Moor, a seasoned facilitator of over 200 famil…
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On Money & Chill this month, Kate Campbell chats with Monique and Mitchell about some great money hacks from our community, getting better rates on our home loans, making use of Frequent Flyer points, and share some of the books and podcasts we've been enjoying! ⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that.…
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How prepared are you for a financial crisis when job security feels more fragile than ever? In today's episode, Scott Frank and Meg Bartelt break down the essential steps to creating a strong emergency plan able to withstand the tech industry’s volatile job market. Learn how to navigate financial instability with actionable strategies. In order to …
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This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs. Oli Bridge LinkedIn: https://www.linkedin.com/in/olibridge/ Bonjoro Website: https://www.bonjoro.com/ Patrick Ga…
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Join Amit Popat, Eryn Bacewich and Joshua Zwick as they unpack the findings from our Mercer and Oliver Wyman 2024 Global Insurance Investment Survey in the latest episode of Critical Thinking. They dive into the key investment themes, outlook and risks highlighted by the survey and assess the road ahead for insurance portfolios through the second h…
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Medics' Money Triage aims to give you bite-sized popular topics from our main episodes, hosted by me, Matthew! Original Episode: https://www.youtube.com/watch?v=8JubSp4dn-Y Subscribe to our YouTube: https://www.youtube.com/@MedicsMoney Want to stay up to date with the latest financial information for doctors? Join 40,000 doctors receiving free fina…
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In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Della Voce’s 50th party, 12% commission for bust DFM, painful banking for IFAs, Vanguard’s 365 program, L&G workplace pension going into private equity, potential TRAP Tough Mudder team, Taylor Swift takes over Ireland, Debbie Condon’s LOA guide goes online, wasteful publi…
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In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Author and Philanthropic Adviser Peter Winneke to discuss the role of a Philanthropic Adviser, the tax incentives of Philanthropy and asking the difficult question of 'How much is enough?'. Peter also shares notions from his book ‘Give While You Live’ - A Practical Guide to…
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Joe Cannato, a dedicated coach and fitness veteran, started an ambitious journey in Fairfield, Connecticut, where he initiated a youth sports program. Despite his initial hustle, the program didn’t achieve the growth he was hoping for, compelling him to start again from scratch. Joe talks about this, his beginnings from studying nutrition and diete…
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Guest: Shannon Warwick, Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There's a profound connection between our physical health and the stress that we carry around with us every day. Today's show is a bit different from my usual focus on financial advisor practice management. Shannon and I dive deep into the topic …
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Is tax something you dread or would rather avoid? We’ve got you covered. We ask common questions and chat about what you need to know about your tax as a retail investor. Mark Lash, a partner with Deloitte Private, helps demystify some of that pesky jargon and breaks down the what, when and how of tax when investing in company shares and funds. Thi…
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Today's Topics: Tesla Keeps Going Green Stocks, Red Market? Eli Lilly drug news and more Today's Guest: Marc Chaikin, Chaikin Analytics PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insig…
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Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clien…
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This week - it’s a week in which its impossible to ignore the impact of politics on our financial lives so that’s where will be starting today. Elections in France and the UK are of immediate concern, but it’s the latest developments in the battle to be the next US President which may turn out to be the most consequential political events of the pa…
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In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thr…
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On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space. Tune in to hear insights on the importance of embracing digital as well as having a great culture, and ho…
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PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you navigate the trading day ahead. Today's Topics: -$TSLA delivery numbers -Analyst ratings Today's Guest: Scott Redler - T…
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In Episode 152, Fred discusses whether retirees should continue to invest in the stock market and how they should allocate their assets. He emphasizes the importance of considering longevity and the need for a steady source of income in retirement. The conversation also touches on healthcare costs, legacy planning, risk tolerance, risk capacity, an…
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In today’s episode Dev interviews Dr. Dan, touching on: 👉🏾 what is his savings rate? 👉🏿 what is his locum/side hustle? 👉🏻 his story of how he got into med 👉 reaching financial literacy 👉🏼 his views on debt 👉🏽 his views on children and GI 👉🏾 private or public schools 👉🏿 will & estate planning Related episodes 🎧 👇 307 money wins: an interview with Dr…
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What "Rules in Retirement" are so common that no one questions if they are outdated? Jim Fox lists what you should focus on when planning your retirement to make sure you have the most up to date tools available to you. He also discusses the affect debt can have on your financial goals and if paying off your mortgage first is the right move. Ready …
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With a penchant for speaking the truth, there’s a reason Jamie Holroyd has built a trusted reputation as an advisor and confidant to his clients. This would have to be the most candid interview I have done in terms of a guest speaking freely about the constraints or challenges that impede their ability to deliver the service, results and experience…
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With a focus on process, price, and full transparency, private lender Capspace has quickly emerged as a viable alternative for businesses and individuals left frustrated by the major lenders. We sit down with broker-turned-Capspace director and head of loan origination John Encina to understand more about the lender’s approach and why professionali…
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Tommy is joined by TikTok legend Steve Nichols today, sadly without a Hawaiian shirt, to talk through 14 of your most asked questions. Want to stay up to date with the latest financial information for doctors? Subscribe on YouTube to never miss a new video: https://www.youtube.com/@MedicsMoney Join 40,000 doctors receiving free financial CPD via em…
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Every working Australian will have, somewhere, a superannuation account. And in that account will be some money and, likely, some insurance. But how do you, as the executor of your loved one's estate, handle this unique and complex asset? Who do you speak with, what do you ask them, how will they handle it, where do you go? Well, I've asked indepen…
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PreMarket Prep is the #1 go-to source for everything you need to know before the market opens! Join our expert hosts as they break down the latest market trends, analyze key indicators, and provide actionable insights to help you navigate the trading day ahead. Today's Topics: -Chewy trades higher on Roaring Kitty stake -Boeing / Spirit deal -Analy…
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Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: French shares bounce in anticipation of a hung parliament; markets notch up another six months of growth as pass the half way mark of 2024; and Britain prepares for a likely change of government. See omnystudio.com/listener for privacy information.…
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Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia. Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/ Collins SB…
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Welcome to this episode of 20/20 Money! My guest on today’s show is Mike Jorgenson with Carr Healthcare Realty. Mike joins me back on the show to give us an update on what he and his team around the country are seeing in the commercial real estate market. We also dive into some of the considerations, mistakes, and blind spots that both buyers and s…
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Am I doing enough with my finances? Financial advisers Alex Luck & Daisy Magor discuss money in your 30s, super balances and comparison traps. Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://…
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In this quick bite: Chris Di Leva from Harbour Asset Management discusses the surprising performance of the Japanese stock market with host Dan Brunskill. Did you know Japan's market hit an all-time high in 2024, matching its 1989 peak? Chris explains the 35-year journey of zero nominal returns and recent reforms driving Japan's market rally. Plus,…
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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 28 June 2024. The end of the financial year was this past weekend, so if you missed out on making a super contribution to get a tax deduction this year, plan ahead for next year and that’s inline with this week’s topic: Is it time to make so…
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On this week’s show we look at the landscape we are currently in and how important being ready financially is for retirees and pre-retirees. Artificial Intelligence(AI) is here to stay and we will discuss what that means for financial planning. We will also give you important questions to ask when considering working with a financial advisor. If yo…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Dane Williams, and Scott Jordan as they reveal “Some of the Biggest Issues Facing Business Owners from an Insurance Perspective” and “Update on the Economy.” Rob Clement discloses “5 Emotional Stages of Retirement: How to Adjust.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, i…
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Cut your wireless bill to $15/month at https://mintmobile.com/gold. $45 upfront payment required. For new customers on the first 3 month plan only. Thanks Constant Contact. Start GROWING your business today with a free trial at https://constantcontact.com Sign up for Peter's most valuable insights at https://schiffsovereign.com Invest like Peter: h…
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In this episode, Aden and David chat about strategic planning for wealth. David explains why having a plan is crucial to tilting the odds of fairness in your favour. He discusses the key outcomes a strategic plan should deliver, such as being on track to achieve your goals and maximising available cash flow. David also stresses the importance of mi…
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If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…
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WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice…
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