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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.
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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, 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 management ...
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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The Investing for Beginners Podcast - Your Path to Financial Freedom
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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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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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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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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Learn all about investing in real estate in Sunnyvale, California with a combination of real estate financial planning and modeling with numbers specific to Sunnyvale plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sunnyvale).
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Learn all about investing in real estate in Ontario, California with a combination of real estate financial planning and modeling with numbers specific to Ontario plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Ontario).
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Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
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Learn all about investing in real estate in Charleston, South Carolina with a combination of real estate financial planning and modeling with numbers specific to Charleston plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Charleston).
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Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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Learn all about investing in real estate in San Bernardino, California with a combination of real estate financial planning and modeling with numbers specific to San Bernardino plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to San Bernardino).
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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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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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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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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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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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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Welcome to The Sugar Daddy Podcast! Jessica and Brandon Norwood are a married, millennial couple, here to help you build wealth, so you can live the life you've always dreamed of. Brandon is an award winning licensed financial planner, with over 10 years' of experience and millions of dollars managed for his clients all over the United States. Every episode will get you one step closer to your financial freedom goals, whether that is getting to “Sugar Daddy” status, or never needing one, the ...
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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A podcast where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, stock market news and analysis, and discussion around many of the stories and decisions facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your financial situation (with the occasional dad joke). Learn more at TheInvestedDads.com
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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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Jack Martin is a Financial Planner living in Knoxville, TN. He reveals some of the tips, tricks, and pitfalls of trying to achieve financial freedom and live a fuller life.
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Learn all about investing in real estate in Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
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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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Real estate financial planner Cynthia Meyer welcomes fascinating guests who share real-life stories of how they are realizing their financial potential.
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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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Hi, my name is Fitz Villafuerte. I'm a Registered Financial Planner and a financial literacy advocate based in the Philippines. This podcast is about learning smart money habits and the proper mindset to achieve financial success. I speak in English and Filipino in this podcast. Visit the80percentpodcast.com to learn more. Hosted on Acast. See acast.com/privacy for more information.
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Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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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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Learn all about investing in real estate in Metairie, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Metairie plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Metairie).
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Learn all about investing in real estate in Dallas, Texas with a combination of real estate financial planning and modeling with numbers specific to Dallas plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Dallas).
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Learn all about investing in real estate in Naperville, Illinois with a combination of real estate financial planning and modeling with numbers specific to Naperville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Naperville).
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Learn all about investing in real estate in Montgomery, Alabama with a combination of real estate financial planning and modeling with numbers specific to Montgomery plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Montgomery).
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Learn all about investing in real estate in Sparks, Nevada with a combination of real estate financial planning and modeling with numbers specific to Sparks plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sparks).
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Learn all about investing in real estate in Nashville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Nashville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Nashville).
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Learn all about investing in real estate in Memphis, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Memphis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Memphis).
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The experience of becoming a financial planner
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Daniel interviews Emily about her first year working in a financial planning firm, including everything from her interview experience to learning about financial planning and studying for her Series 65 licensing exam.By MY Wealth Planners
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#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
1:54:44
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We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribut…
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Tax Preparation alongside Financial Planning, Teaching CFP Classes, and MQFP Update with Paul Allen
47:23
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I’m excited to have Paul Allen on the podcast today. In this wide-ranging conversation we discuss his first exposure to the financial services industry which rubbed him the wrong way and sparked an interest in doing his own financial planning work. Later on, Paul wanted to help educate fellow members of his military community so he got his CFP so h…
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IFB351: Listener Questions Answered - From Financial Planners to Debt Ratios
48:56
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In this episode of the "Investing for Beginners" podcast, Dave and Andrew tackle four insightful listener questions, including how to select a financial planner and the importance of debt-to-equity ratios. Tune in for practical advice and expert insights on navigating the world of investing. 00:00 - 00:32: Introduction Dave welcomes listeners to th…
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The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist]
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In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He …
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Most people struggle with money. It might feel like you’re the only one who doesn't have it all figured out, but trust me, you're not alone. Over the last two months, I've had countless conversations with individuals just like you who are grappling with various financial concerns. In my latest podcast episode, I share 25 common worries and question…
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#115 - How to give to charities tax-efficiently
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Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible Links in this episode: IRS Publication 526 - here My YouTube video - How to Give to Charities Tax Efficiently My YouTube video - Overview of Federal Income Taxation Teno…
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IFB353: Mastering Investment Checklists - A Deep Dive with American Express
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Welcome to the Investing for Beginners podcast, episode 353. Today, we explore the power of checklists in investing, using American Express as a case study to highlight their practical application and benefits. [0:00 - 0:50] Introduction Welcome to episode 353 of the Investing for Beginners podcast. The hosts introduce the topic of using checklists…
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We're in our mid 40s and the goal is to have my wife retire at 55, is this doable? 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-sell-my-info.…
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Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author]
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In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values…
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57: Should I Dip Into My $60K Savings to Buy a Car?
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Should you dip into your emergency savings to buy a car? In this episode, Jess and Brandon tackle this question from one of their listeners who is contemplating using their savings to purchase a $36K vehicle. They discuss the fine line between needs and wants, and why it's crucial to safeguard your emergency fund for actual emergencies. From car fi…
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What does a CFP® Professional learn? Pt. 6 Estate Planning
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🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”. 🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠 They help unr…
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Our Retirement Planning Process and Philosophy Part 11: EDU #2435
1:09:07
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Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and budgeting. The post Our Retirement Planning Process and Philosophy Part 11: EDU #2435 appeared first on The Retirement and IRA Show.…
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility
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This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that form the foundation for a great life. Too often, retirement planning gets bogged down with too many details and the pressure to get everything right. But in…
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What's Possible - 9 Month's in Antarctica
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Could you spend 9 months through winter down in Antarctica? This week I chatted with Matt Roberts who did exactly that with the Australian Antarctic division. He shares how he got this opportunity, the training required, and what life's like at the bottom of the world. What's Possible is moving to its own channel. Be sure to add it to your Follows/…
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Listener Voicemails: Super-funding 529s, Sophisticated Trusts, and Boosting Social Security Benefits
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In this episode, we’re answering more listener voicemails about Social Security, gifting money, and estate planning. First, we help a listener who’s trying to figure out the best way to maximize his wife’s Social Security benefits. He’s getting close to his full retirement age in 2025 and wants to make sure they get the most out of their benefits. …
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The IDR Recertification Time Bomb is Coming
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With recertification deadlines for income-driven repayment (IDR) plans being pushed back repeatedly, there's a growing concern that borrowers may be hit with unexpectedly high payments once these delays finally end. This situation is creating what I call the “IDR recertification time bomb.” In today’s episode: 03:37 Payments could skyrocket to 10 o…
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Will we have enough F-U money in about five years or so to consider a career pivot? 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-sell-my-info.…
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1054-Financial Goals You Should Set (9): Own a Home
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Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first?
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On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.By Pete the Planner
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Bird's Eye View: Capital Allocation Analysis
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Welcome to the Investing for Beginners podcast, episode on capital allocation. Join Dave and Andrew as they explore the importance of capital allocation in investing, discussing its impact on company performance and shareholder returns. 00:00:38 - Introduction to capital allocation and its importance 00:01:26 - Definition and overview of capital al…
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Reality is fluid, ever changing, all consuming force imposing its will on the world, unstoppable in all ways, except for one weakness, our expectations. This week we conclude our retirement trilogy with a report from the Ontario Security Commission which shows how our expectations and the realities of retirement intersect, for better or worse. How …
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Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435
1:15:46
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Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim her So…
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Navigating Retirement: Managing Expenses, Taxes, and Financial Immigration
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In this episode, Warren Ingram answers your questions about retirement expenses and taxes, as well as the financial consequences of immigrating and investing in foreign stock markets. He also highlights the importance of budgeting for increasing medical aid costs in retirement & gives advice around financial immigration and tax implications. Takeaw…
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Season 16 Episode 25: Trenton Makes Accelerator
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Ready to discover the future of startup innovation? Meet John Snee, the founder and managing partner of Trenton Makes. Trenton Makes is the city of Trenton's first startup accelerator. With over 8 years of venture capital experience, John is a key figure in shaping east coast entrepreneurship.
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Warning - Risks of Interest Rates Rising When Investing in Real Estate
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There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
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There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
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There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:16
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There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:16
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47:16
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:17
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47:17
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:16
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47:16
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:16
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47:16
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:16
47:16
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47:16
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:17
47:17
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47:17
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:16
47:16
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There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
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1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:16
47:16
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47:16
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
continue reading
1
Warning - Risks of Interest Rates Rising When Investing in Real Estate
47:19
47:19
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47:19
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
…
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1
Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown
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Are you curious about the latest trends in salary and compensation within the financial planning industry? In this episode, we're joined by Jesse Lineberry, MSF, CFP®, and Executive Consultant with New Planner Recruiting, for our annual salary report and compensation update. Together, we dive into the most intriguing findings from this year’s data,…
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Breaking Down Roth IRA's: Eligibility And Advantages Explained
19:41
19:41
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In this episode, we delve into the stock market as we approach the end of the second-quarter earnings season, explore six essential rules for traveling in retirement, and provide a breakdown of Roth IRAs. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this program are for general…
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Growing a Life Planning Business with Nila Mistry
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In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. Join our community: www.n…
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From mounting credit card and auto loan debt to the less obvious pitfalls of inflation and misguided investment choices, Meagan McGuire and Sim Terwilliger unpack the five financial traps they see student loan borrowers falling into. In today’s episode: 01:41 Credit card debt, average balances by generation, and the best defense against growing bal…
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What is an Exchange Fund (and Should You Ever Join One)?
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Should you join an exchange fund? Can they really minimize taxes? What are the potential downsides? What are your other options? Do we recommend them? Join us as we talk through the pros and cons of exchange funds, plus a few alternatives that could provide added protection without all the complexity. Ready to learn more? Scott Frank on LinkedIn St…
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It's time to tackle some of Dave Ramsey's most popular advice and ways Josh and Austin disagree! The guys point out where they think he might be missing the mark. Whether you're a die-hard Ramsey fan or just curious about different approaches to financial planning, the guys break down five key areas where they believe there's a better way. Tune in …
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Episode 018 - BRS Lump Sum Summary In this conversation, Mike and Amy continue their 3-part series Blended Retirement System focusing on the lump sum payment option at retirement. Takeaways The lump sum payment option in the blended retirement system allows service members to receive a portion of their pension at retirement. The lump sum payment is…
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IFB352: 5 Essential Tools for Researching Industry Connections in Investing
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Welcome to the Investing for Beginners podcast, episode 352. Join Dave and Andrew as they answer listener questions about investing strategies, portfolio management, and stock picking in this informative and engaging discussion. Summary with timestamps: 00:00:00 - Introduction and overview of the episode 00:00:42 - Question about tools and resource…
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My husband died four years ago and I'm still trying to get myself back on track. Am I taking the proper steps? 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/pri…
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Investing Strategies During Market Volatility
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Welcome to Episode 205 of The 80 Percent. The stock market seems to be going nowhere. One week, it’s up, and another week, it’s down. In this episode, I’ll share effective investing strategies for navigating market volatility with confidence. Learn how to protect your portfolio, seize opportunities, and make informed decisions during uncertain time…
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🎙️ Join us for a momentous 100th episode of the Childfree Wealth Podcast! We're marking this milestone with an in-depth exploration of life planning, financial strategies, and the distinctive paths of childfree individuals. 🌍 In this special episode, Bri and Dr. Jay break down the eight ‘No Baby Steps' —a set of innovative financial strategies tail…
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