Best financialadvisors podcasts we could find (Updated November 2017)
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Financial Advisor Success
Weekly
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
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Walkner Condon Financial Advisors
 
Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area.Check out our "Gimme Some Truth" Podcast to hear about market concepts, investment trends, financial planning tips and more.
 
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Plante Moran Financial Advisors - Perspectives
 
PMFA Perspectives is an ongoing series dedicated to helping you achieve financial success through informative dialogue on topics central to wealth management. We believe you can achieve your goals when you have the proper tools.
 
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Pinnacle Financial Advisors Podcasts
Daily+
 
This is the blog for episodes of the Pinnacle Financial Advisors Podcast. Pinnacle Financial Advisors (http://www.pfacentral.com) is a wealth management and financial advisory firm in Marlton, NJ.
 
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Money Talk 1290- Presented By Arlington Financial Advisors
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
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InvestTalk - Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Podcast
 
In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk. InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about t ...
 
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Ask the 401k Experts - A Podcast to teach financial advisors how to grow and manage a successful 401k business
 
The Ask the 401k Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
 
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SYM Financial Advisors Podcast
 
Podcast by SYM Team
 
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ACA - Fee-Only Financial Advisors
Daily+
 
Learn about a variety of personal finance topics present by fee-only financial advisors who are also ACA members.
 
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Keen on Retirement
Monthly+
 
We take you through the financial planning process to help ensure you make smart decisions about your money and your life. Whether you’re on your way to retirement or already there, these shows will educate you, entertain you, and guide you to living the life you dream about.
 
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How to Hire (or Fire) Your Financial Advisor with Ivan Illán
 
Economist, Forbes contributor, & author ("How to Hire (or Fire) Your Financial Advisor") shares insights on capital markets and economics for advisors and investors alike in this fun podcast series. twitter.com/ivan_illan
 
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Between Now and Success
Monthly+
 
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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XY Adviser Podcast
Weekly
 
XY Adviser exists to facilitate the positive evolution of financial advice. This podcast provides content to help our community of financial advisers provide outstanding outcomes for clients.
 
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Behaviorally Smart Money
Monthly+
 
A fascinating exploration of the behaviors associated with investing. Featuring DNA Behavior's Hugh Massie and Leon Morales, this series probes into the depths of what makes investors tick and provides insights to help financial advisors better serve their clients.
 
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Retire Well Retire Happy Podcast
Monthly+
 
An Australian look at Reinventing Yourself for Retirement and getting yourself Retirement Ready.
 
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Guide to Financial Peace
Weekly
 
Guide to Financial Peace provides financial professionals and their clients a group forum to investigate financial decisions, maximize short and long term performance, reduce stress and experience Financial Peace.
 
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The London Institute of Banking & Finance: Financial news, lectures and events
 
Want to stay ahead in the world of finance? From interviews with leading businessman and financial leaders to information about the latest fintech and financial news, The London Institute of Banking & Finance podcast can help you get ahead in the financial and business world.
 
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Opus 111 Group
Monthly+
 
Financial Advisors
 
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Wealth Strategy with Bryan Rigg
Weekly
 
Welcome to “Wealth Strategy” with Bryan Rigg. Bryan is a celebrated Yale graduate, adding a PhD from Cambridge, a former officer in the Marine Corps, a man of profound integrity and honor, and your wealth professor.
 
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Women’s Money Empowerment Network
 
We introduce you to some of the smartest, Money Master Women in the country. Women who have gone before us to learn how money works. We let you hear what is on their minds as they provide solutions that can help you achieve a happier life – yes by making smart and purposeful decisions with your money.
 
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AdvisorToday.com's Building a More Successful Practice
 
AdvisorToday.com's podcast provides practical information, sales ideas, resources and business strategies to help insurance and financial advisors succeed.
 
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Good Evening, I.T. Entrepreneurs - After Nines Inc.
 
"Good Evening, I.T. Entrepreneurs," produced by After Nines Inc., is a weekly podcast series featuring leading technology CEOs, co-founders and financial advisors. Our candid, detailed conversations educate I.T. entrepreneurs about business development, management, transformation, growth and exits.
 
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Half Hour Intern
Weekly
 
A podcast that explores the interesting paths people take in life, and why and how they take them. From cuddle therapists to financial advisors. New episodes every Monday and Thursday.
 
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FPPad
Monthly+
 
Financial advisor technology news and information
 
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Rich As A King
Monthly+
 
Want to save money, build wealth, and win the financial game? The Rich As A King podcast brings you tips and practical suggestions on how to apply the strategic thinking to your investments. Download the podcast to discover specific tactics to apply to budget and savings, to help you prepare for a successful retirement. This podcast is based on the best-selling book Rich As A King: How the Wisdom of Chess Can Make You a Grandmaster of Investing,by World Chess Champion Grandmaster Susan Polga ...
 
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AdvisorAdvertising Podcast
Monthly
 
In the increasingly competitive financial advice industry, the stability and success of your business lies in your ability to stay ahead of the pack by embracing effective, contemporary marketing strategies. With that said, too many financial advisors still cling to the tired prospecting methods of the past while watching their growth stagnate and sales pipelines dry up. The AdvisorAdvertising podcast shines a spotlight on new developments and trends in advertising, marketing and public rela ...
 
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Michigan 401k Resource Podcast
 
Learn all the tips, tricks and more for Personal Wealth Management and 401K Retirement Plans'
 
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AdvisorRadio
Weekly
 
Horsesmouth is an online service dedicated to helping financial advisors grow their businesses and service their clients.
 
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Sound Financial Bites
Monthly+
 
Join Sound Financial Group President and CEO Paul Adams every week, as he helps you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only question ...
 
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Financial Practice Made Perfect
Monthly
 
Financial Practice Made Perfect examines issues affecting independent financial advisors, and helps advisors gain insight into how to run their businesses efficiently and successfully. Presented by Independent Financial Brokers of Canada.
 
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Insurance Radio
Monthly
 
We sit down for personal conversations with the top insurance and financial advisors, executives, experts, and regulators; to learn about their journey to success, how they achieved their ambitions, and became experts in the financial industry. Tune in!
 
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Podcast - How To Go Independent
Monthly+
 
Are you a financial advisor looking to go independent? This podcast discusses the independent business model and compares and contrasts it with the employee model. Have a question for Sean? Email him at Sean@indyFA.com
 
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Fireside Markets
Monthly
 
Fireside Markets is a series of thoughtful conversations on the markets and investing with a long-term focus and a diverse group of guests. Conversations surround the investment marketplace, financial products, investment strategies, trends in finance, retirement plans and the intersection of Wall Street and Main Street. Host James Osborne is President and founder of Bason Asset Management, a flat-fee-only Registered Investment Advisor. Guests include portfolio managers, financial advisors, ...
 
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Accredited Income Property Investment Specialist (AIPIS)
 
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
 
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Advisor Marketing Club Podcast
Rare
 
Marketing and web strategy for financial advisors
 
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Options Strategies for Investors
 
The Options Industry Council (OIC) was created to educate individual investors, financial advisors and institutional investors about the benefits and risks of exchange-traded equity options. In these podcasts, OIC exchange instructors discuss a range of options topics beginning with the fundamentals through more complex trading strategies. Topics include call options, put options, options pricing, LEAPS or long-term options, ETF’s, and covered calls.Disclaimer: Beginning in February 2015, th ...
 
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Financial Straight Talk with David Dickens
 
Weekly financial and retirement planning guidance from Kansas City's David Dickens of KC Financial Advisors
 
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Practice Power Podcast
Weekly+
 
Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In this PracticePower Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
 
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Intelligent Investing with Pamela Otten
 
Financial Advisor Pamela Otten, the Financial Mom, will take you back to financial basics, help you become more confident in your financial future, and teach you how to tell your money where to go (in a very good way). Intelligent Investing shows discuss personal finance and investing topics, as well as lifestyle topics about how women can invest in themselves. Pam will talk about almost anything if you can give her a good story about how it relates to your finances!
 
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Informed Decisions Financial Planning & Money Podcast
 
If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Take control of your financial future and develop successful habits with your money. Join Paddy Delaney on Ireland's award-winning Personal Finance & Financial Planning Podcast & Blog. He aims to cuts through the sometimes confusing jargon of financial products and services, to help you make informed financial decisions, for you........No nonsense, straight up fact, and a little bit o ...
 
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Index Fund Advisors - Podcast
Monthly+
 
Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz. See hard cover here: http://indexfundsbook.com and iBook here: http://iBookIndexFunds.com.
 
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The Ray Lucia Show
Weekly+
 
Ray Lucia is not your average financial advisor. He is an accomplished money man whose intelligent input and charismatic nature has helped make him one of the nation’s leading experts in the fiscal world of financial, tax, and retirement planning… not to mention he’s a best-selling author, an engaging radio and TV personality, a highly sought after public speaker, and CERTIFIED FINANCIAL PLANNER™ practitioner.
 
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Better conversations. Better outcomes. | Presented by BMO Global Asset Management
 
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice m ...
 
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Advisor Go Radio
Monthly+
 
Stephanie Sammons and Zack Miller are co-hosts of AdvisorGo Radio, a cutting edge podcast for financial advisors on modern practice management in wired world.
 
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Options Talk with OIC
Monthly+
 
The Options Industry Council was created to educate investors and their financial advisors about the benefits and risks of exchange-traded equity options. This podcast series will feature discussions with industry experts and exchange professionals about the latest topics that are impacting the options industry. Disclaimer: Beginning in February 2015, the Expiration Date for monthly options was moved from Saturday to Friday. Most options that expire in a given month usually expire on the thi ...
 
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Jake Of All Trades
Monthly+
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyl ...
 
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Mark H. Smith's Podcast
Weekly+
 
Mark H. Smith runs a number of webinars that focus on current topics and issues facing credit unions. There are no silver bullets, but you will share in the accumulated knowledge base of our experienced financial advisors whose expertise comes from over five decades of credit union service.
 
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Wealth from Wisdom
Monthly+
 
Many people who are financially wealthy are emotionally poor. Ron Carson has a simple mission: to inspire clients to pursue their True Wealth—the things that money can’t buy and death can’t take away. Tune in to hear one of the most celebrated and respected financial advisors and executives in the industry share his insight and wisdom on how to live life by design, not default.
 
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Expert Trading Systems Podcast
Monthly+
 
Steven Cawiezell has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to abandon "buy & hold" and create an simple ETF strategy that has averaged 64.11% per year since 2007 that anyone can follow. To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF tra ...
 
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Financial Fun Podcast
Monthly+
 
Financial Advisor, Children's Financial Author, Public Speaker & Business Owner/ Helping parents EDUCATE their children on the subject of MONEY! Promoting FINANCIAL LITERACY everywhere for KIDS & ADULTS!
 
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show series
 
Let's answer your questions about end-of-year tax planning, how to handle assets before entrance into an nursing home and what to do if you hate all the financial advisors you've ever met. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit
 
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MoneyForLunch
 
David Scranto - New York-based Sound Income Strategies was founded by David Scranton of Scranton Financial Group, Connecticut. One of the nation’s most successful and respected independent financial advisors, David Scranton has been specializing in the universe of income-generating savings and investment strategies for over 15 years. Prior to t ...…
 
Adam Pawloski, Financial Advisor, recently appeared as a featured guest on the Impact Makers Radio Show, “Let's Talk Retirement!” series, talking about building your retirement plan.During his segment with Radio Talk Show Host, Stewart Andrew Alexander, Pawloski, of Telemus Capital, Southfield, Michigan also discussed what high net worth indivi ...…
 
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Follow the Money Weekly Radio
 
As the price of the world’s top digital currency, Bitcoin, surges to new all-time highs and now trades above $7,000 each, one of the most common questions investors have is: Is it too late to buy Bitcoin? As an early adopter of Bitcoin and other cryptocurrencies, Jerry Robinson will provide his answer on today’s show. And later, Christian finan ...…
 
None of us plan to work forever but do our savings reflect that? In this week's jam-packed episode, financial advisor Kevin L. Matthews II joins us to discuss the importance of retirement planning, creative alternatives to a 401(k) for the future workforce and why it's important not to play the comparison game when it comes to building your nes ...…
 
We talk to a real life Financial Advisor- shit gets real.
 
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The Bad Crypto Podcast - Bitcoin, Blockchain, Ethereum, Altcoins, Fintech and Cryptocurrency for Newbies
 
WELCOME TO EPISODE 50! Full Show Notes at: http://badco.in/050 3 Ways to Get Badcoin Like & Post on Facebook page - 50,000 - facebook.com/badcrypto Review podcast, screencap and email to badcryptopodcast@gmail.com - 100,000 Join the Bad Crypto Mastermind and ask for 100,000 more - badco.in/mastermind DONATE CRYPTO TO THE SHOW: If you'd like to ...…
 
Looking to gain control of your inheritance? Receiving an inheritance is an inherently emotional ordeal, but when dealing with multiple accounts that you are unfamiliar with it can seem like a nearly impossible feat. Learn to ask the right questions and consult with a financial advisor.
 
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Entrepreneurs' Organization
 
Chris Smith - master storyteller, brand expert, and cowboy - sheds light on the importance of living and being your brand and story while maintaing clarity and authenticity. He explains that, as his Texas-native family branded steer, so must we see our brand as an insignia of who we are and what we stand for. Today on the EO Podcast, Chris insp ...…
 
Financials looks at robo-advisors, the automated substitute for financial advisors that has surged in popularity.
 
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Investing in Real Estate with Clayton Morris | Financial Freedom Through Real Estate
 
You probably already know that real estate is the best way to build wealth and get a high return on investment. In fact, more millionaires in this country attained their wealth via real estate than any other means. So why don’t financial advisors recommend real estate investing to their clients? This is a question I’ve always wondered, so I’m e ...…
 
Published on 19 Aug 2016. Today’s podcast guest, Alex Tapscott, is the co-author of an important new book called, Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money, Business, and the World. Alex describes blockchain as a vast, global distributed ledger where digital assets can be moved, stored, and managed securely and ...…
 
Published on 19 Aug 2016. Today’s podcast guest, Alex Tapscott, is the co-author of an important new book called, Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money, Business, and the World. Alex describes blockchain as a vast, global distributed ledger where digital assets can be moved, stored, and managed securely and ...…
 
SocialMedia.Market's Founder and CEO Dmitry Shyshov was on Investor Town Hall Show today talking about the company's ICO token sale project, the first blockchain-base online advertising platform that takes influencer marketing to the next level.SMT states in its website, "In the new paradigm, where Influencer Marketing beats the effectiveness o ...…
 
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Best Professional Development, Startup and Investing Podcasts - 7 Per week
 
Published on 18 Mar 2017. Erin Botsford is one of the top financial advisors in the country. She is the founder and CEO of the Botsford Financial Group, which has nearly $1 billion in assets under management. She has appeared on Barron’s list of the Top 100 Women Financial Advisors and Top 100 Independent Financial Advisors multiple times. And ...…
 
LMM33 – How to Get Good Financial Advice The Lazy Money Machine Podcast Click PLAY below to listen to this episode Shaquille O’Neal spent $1 million in a day on cars. The next day, he ended up $80,000 “in the hole”, in debt. Shaq’s own rescue came from getting good financial advice. And while there are many sources of financial advice, it’s imp ...…
 
This week I sat down with Financial Advisor and Certified Divorce Financial Analyst, Laurie Itkin. Laurie Itkin is a financial advisor and certified divorce financial analyst who specializes in helping women transition financially from married to single life. She is passionate about increasing the financial literacy of under-served populations ...…
 
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Student Entrepreneurs in Dentistry Podcast
 
It is without a doubt that we can begin to secure our financial future right now during our journey becoming dentists. Knowing what options we have, when it comes to investing or limiting our liabilities, is half the battle. For that reason, Jacob Tolley joins the SEiD podcast to talk about what we can do to secure our financial future. Jacob i ...…
 
Published on 08 Aug 2016. Financial education is hot and it’s a great way to build your business. Investopedia generates more than 20 million monthly unique visitors to its website by offering the public (and financial advisors) educational articles, Q&As, and videos. Ric Edelman built a $16 billion RIA by educating the public through books, se ...…
 
Aaron Zapata interviews Dewey Hatcher, a top performing real estate broker and owner of Hatcher Realty Services, Inc in the North Central Florida area. He has a growing team that will close more than 300 transactions in 2017. Topics include staging a coming back from unbeatable odds after his financial advisor and accountant told him to file ba ...…
 
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RTÉ - Drivetime
 
Minister for Finance Paschal Donohoe has delivered a statement on the tracker mortgage scandal. Financial advisor Padraic Kissane has long represented the customers hit hardest by these events and he spoke to Drivetime.
 
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RTÉ - Drivetime
 
Minister for Finance Paschal Donohoe has delivered a statement on the tracker mortgage scandal. Financial advisor Padraic Kissane has long represented the customers hit hardest by these events and he spoke to Drivetime.
 
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The Bad Crypto Podcast - Bitcoin, Blockchain, Ethereum, Altcoins, Fintech and Cryptocurrency for Newbies
 
Warning: The contents of this show may offend the sensibilities of those with delicate ears. Travis is pissed off and there may be cussing. Why? His T-Mobile account got hacked, exposing sensitive data, including his cryptocurrency, into the hands of a thief. Travis will share exactly what happened and we’ll also discuss the latest news surroun ...…
 
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Market Wrap with Moe - Business Financial Analysis on Investing, Stocks, Bonds, Personal Finance and Retirement Planning
 
- Moe spends the hour discussing how to choose a financial advisor - Please call 1-800-388-9700 for a free review of your financial portfolio
 
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Wise Money Tools's Podcast
 
Have you heard of Barber Shop Advice? Now before you get all over me, I’m not disparaging barbers around the globe. What it refers to is the stereotypical barber shop where gossip flies, oh, and let’s not forget the beauty parlors too, it’s just the gossip from there may not be of a financial nature. I’m going to get myself into trouble here ar ...…
 
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Write The Book Now! Interview & Podcast
 
It'$ MY Money™, a Guided Journal to Help You Manage Your Finances is the first in a series of journals dedicated to financial literacy and money management. It’$ My Money is designed to enrich teenagers with simple but smart financial information while providing inspiring quotes and guided questions. Financial scholars will be able to explore t ...…
 
CONNIE'S INTERVIEW: http://b2bsalesgeniuses.com/b2b-sales-geniuses-connie-kadansky/ABOUT CONNIE:Connie helps financial advisors, salespeople and executive recruiters set more appointments and open new accounts. She assists them in navigating the challenges related to consistent prospecting and lead generation, and overcoming call reluctance.. S ...…
 
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Cash Flow with Pam Prior
 
Segment 1: Learn exactly Why,How,and What to do about a Cashflow Forecast and find out how important it is for your Business Segment 2: 2 of the most hated words in any Entrepreneur's vocabulary is Budget and Forecasting, but they don't have to be painful. Learn how to make it meaningful and good for your business! Segment 3: Do I need a busine ...…
 
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Just The Tips, with James P. Friel and Dean Holland
 
In this episode of Just the Tips, Dean and I become marriage counselors. Well, maybe not exactly. Expert house flippers, Eric and Theresa Sage from Sage Flipping Secrets join us to let us in on 15 years of house flipping secrets. Not only do they discuss the ins and outs of real estate, but they give us the lowdown on how to successfully work t ...…
 
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East Glendale Advice Givers | Business Owners | Entrepreneurs | Interviewing Our Community's Brightest Minds | Ron Nedd
 
It takes a calm hand to get a resolution when there are people on opposite sides of a heated topic. John Juarez has spent most of his career helping others to resolve conflicts, starting with mediations done between employees and employers. He then used those skills to help those couples getting a divorce come to a fair resolution and agreement ...…
 
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The Independent Living podcast
 
Gary D. Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, where he has been serving the Washington metropolitan area, practicing law since 1980 and estate planning since 1988. A nationally recognized estate, legacy and business planning authority, Gary’s “outstanding expertise, trustworthin ...…
 
The Money Show’s Bruce Whitfield interviews Personal Financial Advisor Warren Ingram.
 
Subscribe and comment. Give me a thumbs-up or thumbs-down. If you are looking for my free training with tools, templates, and videos. Head over to http://practicepower.net/. You will find over 300 hours of free training for advisors. If you are an independent advisor and looking to change your game BIG time, check out my latest project http://w ...…
 
Eido M. Walny received his J.D. from the Boston University School of Law in 2001, where he was the Executive Articles Editor of Boston University International Law Journal. He earned a Bachelor of Arts degree in Political Science, with honors, from The University of Chicago. Eido’s practice focuses on estate planning, asset protection, business ...…
 
The need for long-term care insurance for LGBT peopleAn alarming 36% of LGBT people say they’d rather spend for today than prepare for tomorrow. But what happens at the end of your life and you need medical or nursing-assistance, either in-home or in a nursing facility? The answer may be long-term care insurance for LGBT people.Ryan Taylor educ ...…
 
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Safe Investing Radio Show w/Jim Byrd
 
In this week’s show, Jim Byrd and Biff Hamel get right into the income needs of many retirees: Spending habits change during retirement.You’ll need about 70% of what you formerly earned during retirement, on average. The first 5 years or so usually require more income than the next 10 or 15. People initially spend more, perhaps take big vacatio ...…
 
Kirk and Matt are joined by best selling author Dave Crenshaw to discuss his latest book "The Power of Having Fun". Dave explains to us that studies show - having more fun gets more done. Financial Advisors are notorious for relentlessly pushing themselves without consideration for fun. Dave walks Kirk Matt through the sections of his book and ...…
 
Madison from Madrock Financial joins us as our guest this week to discuss being a Bionic Advisor. At Finaeo, we call this the Bionic Advisor. It is an advisor that merges with technology to help produce better client engagement, more efficiency, and smarter processes. You can follow Madrock on Twitter at @madrockfincorpInterviewing Madison Madr ...…
 
Series: Blessings And Curses Of Inherited Wealth - The Guide for Inheritors (1) - The Wise Inheritor – Fireside chat with Ann Perry Our guest is Ann Perry, the author of The Wise Inheritor: A Guide to Managing, Investing and Enjoying Your Inheritance. It’s rare to see a book about inheritance written from the perspective of the heirs. Ms. Perry ...…
 
How can we be wrong? With stock markets at new highs, we take a careful look at our cautious, contrarian stand When we analyze an individual stock or the market as whole, we wonder how our conclusions can be wrong. Lately, we think the current market offers extremely low reward at an extremely high risk. How can it keep going up forever? Only i ...…
 
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Lift Heavy Run Long- Von Ralls, Wilson Horrell & Amanda Horrell
 
Brian Williams and Sean Hilsdon were our guests on Lift Heavy Run Long® #67. They are organizing a trail race for October of next year, and we discuss what we can expect. I am probably looking forward to this race more than most because I know these guys personally, and I know the kind of fun, adventure, and excitement that they bring with them ...…
 
Behavioural finance is a relatively new field that seeks to explain people’s financial decisions and attitudes to risk with cognitive psychological theory. Tiffany Saltini is a PhD candidate in behavioural finance and the co-founder of Neuroprofiler, a client profiling tool for financial advisors. We talked to Tiffany about the fresh-faced beha ...…
 
Paul and John announce "The Six Tenets" of Drunken Money. We break down the steps any millennial can follow to achieve their financial goals. The Six Tenets of Drunken Money: Dream - Have a tangible goal you're trying to accomplish. Make it a SMART goal. Be as descriptive as possible about what you're trying to achieve when you want to achieve ...…
 
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It's All About the $Money, Honey!
 
Do you have a hard time making up your mind about what you want in your retirement plan? Don't feel bad. It happens to lots of people. It's your money, and you're allowed to change your mind. In this episode, Damon shares common situations in which what you tell your financial advisor you want, but what you ultimately choose, are completely dif ...…
 
In part 1 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss two different types of life insurance - term and whole life. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www. ...…
 
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Wise Money Tools's Podcast
 
As we progress in life there are different stages that most of us go through. Many of us have gone through all four stages, some of you are getting started and others are right in the middle of it. They go something like this: Struggling Surviving Arriving Thriving Struggling – this is the fun one, right? Haha If you’ve ever had to go through t ...…
 
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