Best financialplanning podcasts we could find (Updated April 2018)
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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 ...
 
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.
 
Profit Boss® Radio highlights inspiring women who have created success in their financial and professional life. Each week you can tune in and hear how women just like you have paved the road to sustained success with both beliefs and actions. We’re questioning the old taboos that keep us quiet about money and are gearing up our campaign to empower a million women to become millionaires. Your Host, Hilary Hendershott, MBA and Certified Financial Advisor, is the Founder & Chief Advisor at of ...
 
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 ...
 
Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools.For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly:Email: paul.resnik@finametrica.com Twitter: @paulresnik
 
You’ve probably started with great intentions, telling yourself you’ll stash away more for retirement and buy fewer lattes (because some writer said buying lattes is a bad thing). But life happens. It’s not as neat and tidy as the financial experts on TV seem to think. You’ve got a lot going on in your life, and you need more than simplistic, cookie-cutter instructions to keep you on the right financial path. Kate Stalter escorts you to the right path for your money. She talks to experts and ...
 
"Winning at Life with Gregory Ricks” is LIVE weeknights 7-8 and Saturdays 10am-1pm (central times) on iHeart's NewsTalk 99.5 WRNO in New Orleans, iHeart's Newstalk 104.9 WBUV in Biloxi, 12 stations across the Supertalk Mississippi network, and 1160 AM Big D Talk in Dallas. Gregory and James keep you informed about what's going on with your money and the financial world. As a hall of fame financial advisor, Gregory also helps people with their financial situations through calls, texts from th ...
 
Listen to the presentation and complete the test to earn CE credit.
 
Michael Miller - Financially Tuned
 
Industry leaders analyze the most important trends and issues in wealth management, moderated by Financial Planning editors.
 
The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
Jeff Harper’s Podcast, Your Financial Plan, covers a wide range of topics and current financial issues that appeal to investors with a diversified investment portfolio or those who are just starting to invest. Jeff answers questions sent to him by his listening audience and he provides clear examples to illustrate various issues and solutions. Jeff had such a demand for podcasting that he decided to transition his weekly Chicago Radio Show to a podcast to allow his listeners to tune in at an ...
 
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
 
The Canadian Couch Potato Podcast is a spin-off series from the Canadian Couch Potato blog, hosted by veteran journalist, author and investment advisor Dan Bortolotti. For the last eight years, Dan Bortolotti has written about index investing on his blog (CanadianCouchPotato.com) where he offers straight-up, practical advice for Canadians who want to learn more about investing using index mutual funds and exchange-traded funds (ETFs). Each episode of will feature an interview with a guest ex ...
 
Cross Border Tax, Investment and Immigration Help
 
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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.
 
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
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Dentist Money
Weekly
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll get straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
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Worth It
Weekly
 
Welcome to Worth It, a guide to dreaming, planning and living your ideal life through financial planning (or Life Planning, as we like to call it). The most important aspect of achieving your life goals happens to be the most difficult to grasp and the easiest to avoid. We feel your pain, and we’re here to help. Financial planning isn’t just for wealthy, older men. Getting sound advice early on is critical to building wealth over time. That means you need financial & life structure advice no ...
 
XY Adviser - Driving the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business or other professional advice. It is provided as general information only and is not intended as a substitute for advice from a qualified professional who is familiar with the facts of your particular circumstances.
 
Mike Eklund and Chad Smith discuss easy ways to make better financial choices. By day, they are fee only financial advisors who pull stories from experiences and questions they hear regularly. Whether it’s retirement, tax savings, investing, estate, or 401(k) decisions, Chad and Mike help you understand your options and provide tips to help with your decision-making. If you’ve been putting off your financial to-do list or are just not sure what you’ve been missing, The Financial Symmetry Pod ...
 
Caring For Aging Parents - Strategies for dealing with the emotional, physical, and financial challenges of aging parents. Attention Baby Boomers! If you are caring for your Mom or Dad and could use a little help, this Podcast could be like finding gold! Each week we’ll bring you valuable content that may help you in your journey of taking care of Mom and/or Dad. From the “Big Picture” questions of “Where Do I get Started?” down to some nitty gritty details on professionals and services that ...
 
A podcast designed to empower you to take control of your financial future. We'll talk about money, investments, and strategies that actually work to make financial planning easy, so easy, you'll feel like an insider.
 
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Idaho's Money Show
Weekly+
 
IDAHO'S MONEY SHOW Money; you make it, you want more of it, and you want to protect it. We are Team Money. Idaho’s Money Show is hosted collaboratively by experts who specialize in investing, financial planning, estate planning, taxes, insurance, and every other profession you can think of to help you grow and keep wealth. Plus, we make it fun. We'll help you know good advice from bad. Particularly when everyone seems to want a piece of your money. Idaho's Money Show is broadcast live, Monda ...
 
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.
 
Interviews with professionals in regard to tax and investment planning ideas
 
Join us twice a month as we review key data and information about the world economy and your personal finances. Get expert insight on the latest topics that impact your bottom line with Manage the Funds.
 
Commentary from Michael Kitces on Financial Planning News & Strategies
 
Exploring the world of financial planning
 
You’ve got a good job, you’re paying all the bills, you’ve got awesome people in your life... Now what? What else??? What next??? How on earth do you sort through all the options of fulfilling, exciting things you COULD do? You gotta’ be intentionally vicarious... Listen to in-depth stories of what other successful people are doing to reach self-actualization! Best Fun Podcast | Fun | Sports | Food & Cooking | Wellness | Financial Planning | Creativity | Cycling | Politics | Rant
 
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.
 
Spencer Alldredge, CFP® reveals the financial strategies used by the wealthy. He teaches to listeners how to succeed financially just as he does one-on-one with his client's in his registered investment advisory, Alldredge Fee-Only Wealth Management. Learn more about the firm at alldredgefeeonly.comSpencer's guidance is comprehensive and holistic. In this podcast, Spencer discusses with and interviews leaders in the industry. His guidance is not conflicted with commissions paid to him. He pr ...
 
Tyler Lang and Jim Owens of Integrity Capital discuss small business financial planning. They talk about retirement plans, personal finances for small business owners, managing risk, financing options, strategic partnerships, succession planning, and more.
 
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Engineer of Finance
Monthly+
 
It all begins with savings and cash flow! Most people play the dangerous game of chasing after outrageous returns risking all their money in aggressive joint ventures, real estate, and the stock market. Stop what you’re doing and LISTEN so we can show you how you really can enjoy today AND can have a way wealthier tomorrow.
 
Learn all the tips, tricks and more for Personal Wealth Management and 401K Retirement Plans'
 
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show series
 
The logistics are easy. It's developing the discipline to create and follow an asset allocation plan that is challenging. Today's Stocks & Topics: FFBC - First Financial Bancorp, Ten Year Treasury Yield, Interest Rates, Existing Home Sales, Book vs. Market Value, LB - L Brands Inc., VLO - Valero Energy Corp., PM - Philip Morris International In ...…
 
Medicare is a HUGE financial planning topic. But look around at the CFPs that are out there. How many are writing or even discussing Medicare? The answer is very few, which is quite unfortunate. So, today it is my pleasure to bring on a true professional in all things health care, longevity planning and Medicare, Rob Klein. Rob's been focusing ...…
 
Andy Smith, Senior Vice-President of Financial Planning at Financial Engines talks to Paul W. Smith about the volatile market and he also has a special offer for WJR listeners.
 
With Google Sheet's sharing capabilities and some solid, easy-to-use templates, you can stay on top of your budget, schedule, to-do list, and more. https://www.makeuseof.com/tag/google-sheets-organize-life/ use Microsoft Excel to manage your life template gallery Vertex gallery Vertex template gallery Chrome add-on dropdown menus might opt for ...…
 
Do you feel like you guys are kind of stuck with your finances? Have you hit a wall and don’t know the next move? Today I’ll share how you can find the best financial advisor for you! Finding the Right Financial Advisor What do you think about when you hear financial advisor? You may have been to one of those luncheons where you get some inform ...…
 
Everyone could do with some extra money in their pocket each week; however, whenever I talk to people about earning extra money, they usually think they have to get a second job or doing something that they don't have time for. So these five ways to make some extra money, if done right will not take up too much of your time and don’t require yo ...…
 
The Bossy Clucker ladies are back this week sharing more about Cathy Derus of Brightwater Financial, LLC while hanging out at the Museum of Pop Art. They are sharing why Cathy has been a helpful addition to their businesses and why financial is such an important part of your business. Highlights: What they are focusing on in month 2 (02:12) Fin ...…
 
We break down why making more money isn’t the secret sauce to you getting financially free: Today we break down the financial planning system & budget planner that has changed our lives, how you can increase your net worth this month and, as always, give you the 3 ACTIONABLE STEPS you can do right now to get things moving! You probably think if ...…
 
How do you retire wealthy? Does wealth require you to be in a rare top 10% earning career or can the average working person attain wealth? What does financial planning have to do with acquiring and maintaining wealth? Jordan Goodman, America's Money Answers Man and host of The Money Answers Show, interviews financial planner Eric Brotman about ...…
 
An investor who has a well-conceived, long-term investment strategy should not be overly concerned with the short-term movements of the market. Today's Stocks & Topics: Bonds, RHT - Red Hat Inc., CX - Cemex S.A.B. de C.V. ADR, FEYE - FireEye Inc., AMD - Advanced Micro Devices Inc., Foreign Stocks, VEA - Vanguard FTSE Developed Markets, MO - Alt ...…
 
If you’re married, then this will come as no surprise. It takes two to complete a successful retirement plan. On this podcast, we’ll look at how husbands and wives have different financial goals and how that creates conflict. We’ll, of course, also explore how to resolve that conflict to establish a solid financial plan.…
 
If you’re married, then this will come as no surprise. It takes two to complete a successful retirement plan. On this podcast, we’ll look at how husbands and wives have different financial goals and how that creates conflict. We’ll, of course, also explore how to resolve that conflict to establish a solid financial plan. Click here for J'Neanne ...…
 
Are you afraid that you could lose your home, and all of your hard-earned savings? If you don’t plan ahead, you someday could be facing financial catastrophe. You Do Not Have To Lose It All! Toula's special guest on this podcast has the answers you need. As a long term care specialist for over thirty-five years in Jacksonville, FL, Kim Magdalei ...…
 
In the first episode of the Spark Club podcast series, Spark Club co-founder Grant McDowell interviews CEO of Solar Analytics, Stefan Jarnason. Grant asks the questions that every entrepreneur ponders, giving Stefan an opportunity to share his knowledge in navigating the difficulties in establishing a startup, and overcoming the common challeng ...…
 
Learning to drive and becoming a licensed driver is a fundamental life skill. Many teens and young adults anticipate with excitement owning their own car, sitting behind the wheel and driving with their friends to work, school, or activities. As young millionaires-in-the-making think about driving and car ownership, it’s important to develop a ...…
 
Recently recognised as the IFA Thought Leader of the Year, Sarah was also named as one of Melbourne’s Top 100 most influential, inspiring and creative citizens by The Age, and listed in the Top 50 Female Entrepreneurs under 40 by Shoestring. She holds a Bachelor of Business (Financial Planning) and several diplomas. Sarah is an extremely sharin ...…
 
Business Day TV — Both investment and risk planning drive financial planning. Too often we have a tendency to put investment planning and risk planning into separate compartments. The last quarter has been quite disturbing for investors, not only have they seen markets fall, but with the rand strengthening, the top rand hedge shares which make ...…
 
Have you ever tried to live on a budget? Did it Work? There’s no one right way to save… you just have to start. Talk to us using the hashtag #wedidthatshit on Twitter and just go follow Wonderful Me Media @WonderfulMeMedia and @WeDidThatShit on FB and IG before you forget.
 
Single Moms have a lot on their shoulders and many unique needs to be met. They need a support system, someone who understands just what they are going through. This is why I am so excited to have Aisha Taylor on the show today. Aisha is the CEO of FNPhenomenal Financial Planning, and also a single mom. Aisha is on a mission to help empower sin ...…
 
Brian and Madalyn are joined by Zach Abraham to discuss long term care options and other retirement financial plans
 
Volatility Adjusted Returns In this episode, John Smallwood of Smallwood Wealth Management discusses the impact of taxation on the compounding of wealth, and volatility adjusted returns. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning and has received the Five StarSM Wealth Manager Awa ...…
 
We'll take a look at the power of hindsight and go over some things you just need to know about finances. Later, discover which financial planning concepts have become obsolete.
 
Have you ever had something important to do, something you penciled on your priorities list, but at the same time you felt too guilty to work on it? Maybe you really need to start exercising, but it means you'd have to pull away from critical projects, or from spending valuable time with your spouse or kids. Or maybe you're itching to start a b ...…
 
We’ve talked about creating an advice-centric practice, articulating the value of financial advice, pricing and structuring your services, and conducting your first client meeting. Now it’s time to think about how you can use systems, tools, and referrals to predictably grow your practice. In the conclusion of my five-part series with John Page ...…
 
It stands to reason that not everyone needs a financial plan or relationship with a financial planner. There might be various reasons for this. However, perhaps the best way to answer this question, i.e. “who doesn’t need a financial plan” is to discuss what’s involved in a plan and then you can draw your own conclusions. In this podcast I disc ...…
 
Episode 19: Personal Finance for High Schoolers Featuring: Reid Simpson, Financial Advisor Mentor Bio: Reid Simpson is a Partner & Investment Professional at Sunstone Financial based in Phoenix, Arizona. Reid graduated Summa Cum Laude with a Finance & Economics degree from Grand Canyon University. His passion led him to become the President of ...…
 
Peter Wechsler, Your Retirement Quarterback®, breaks down the difference between common financial planners and specialized retirement & income planners, and what difference that can make for your retirement. Plus, do annuities really deserve the bad rap they're given by some pundits?
 
In this episode, Ryan Canfield is interviewed by Anne-Marie Brandt, Owner/President of TeamBrandt Marketing. Learn about Ryan and why he started "Sincerely, Young Professionals". Ryan talks about how he got started in business and launching his financial planning firm with his two business partners.
 
Mr. Money Mustache shares a story of "lavish" spending and how to protect your stache from spendy friends . This is Part 2 of 2. Episode 534: Protecting your Money Mustache from Spendy Friends - Part 2 by Mr. Money Mustache (Fugral Living & Financial Planning). Mr. Money Mustache is a thirty-something retiree who now writes about how we can all ...…
 
Today, some ideas on how to save money by spending a little more than strictly necessary to insulate yourself from unnecessary temptation. Joshua Please support RPF on Patreon! www.radicalpersonalfinance.com/patron
 
Winnie Sun, known as “The Wealth Whisperer,” is one of the most followed financial advisers on social media, a Forbes and CNBC contributor, and Managing Director of Sun Group Wealth Partners; an award winning financial consulting firm which provides financial planning services to senior executives, small business owners, celebrities, tech elite ...…
 
Investing for the long term helps to reduce transaction costs, and saves you the time you'd spend researching worthy investments. Today's Stocks & Topics: Housing Market, SPOT - Spotify Technology, New Investor, LB - L Brands Inc., SAVE - Spirit Airlines Inc., BYDDF - BYD Co. Ltd., BYDDY - BYD Co. Ltd. American Depository Receipt (ADR), D - Dom ...…
 
Appearing on this episode of Money Making Conversations with host Rushion McDonald is Amy DuBois Barnett, Chief Content Office at The Grio, which is one of the largest news sources for Black America. Deion Sanders, NFL Hall of Famer, Educator and Entrepreneur, New York Times best-selling author Bishop T.D. Jakes will breaking down his new book, ...…
 
Zach and Alec were LIVE with a very busy episode of the Townstone Financial Show. Watch on Facebook At 10 minutes in, we had Realtor extraordinaire Jim B Buczynski from CONLON/Christie’s International Real Estate to give his perspective of the upcoming spring market. Then at 20 minutes we were joined by Mark Weil, Wealth Manager from Strategic ...…
 
Listen to this audiobook free with a 30-day trial. Go to http://audiobookspace.com/free Title: Never Diet AgainSubtitle: Your Lifetime Food PlanAuthor: Deaver BrownNarrator: Deaver BrownFormat: UnabridgedLength: 44 minsLanguage: EnglishRelease date: 06-01-11Publisher: Simply MediaGenres: Health & Fitness, Diets & NutritionPublisher's Summary:Th ...…
 
Listen to this audiobook free with a 30-day trial. Go to http://audiobookspace.com/free Title: Work Less, Live MoreAuthor: Bob ClyattNarrator: Bob ClyattFormat: UnabridgedLength: 1 hr and 9 minsLanguage: EnglishRelease date: 05-07-08Publisher: Made for Success Inc.Ratings: 3 of 5 out of 12 votesGenres: Business, Career SkillsPublisher's Summary ...…
 
Listen to this audiobook free with a 30-day trial. Go to http://hotaudiobook.com/free Title: The 500 Most Powerful Prayers for Retirement PlanningSubtitle: Includes Life Changing Prayers for Retirement, Protection, Financial Planning, Finances & InvestingAuthor: Toby Peterson, Jason ThomasNarrator: Denese Steele, John Gabriel, David SpectorForm ...…
 
With more than 25 years of dedication and service, Bart Zandbergen is an esteemed Certified Financial Planner and Wealth Strategist. Globally respected as an authority in financial planning and investment advising, he has devoted his career to guiding men and women with diverse portfolios through building, managing and carefully fostering overa ...…
 
When you look at what Trump tweets out and compare it to what actually gets done, you have to wonder if the tax cuts and trade war are all part of a genius plan or a path of disaster. Things have changed drastically since NAFTA was implemented and its past time we improve these deals. Today I talk tariff wars and their impact on our economy. Ot ...…
 
In the first ever Pop Perceptions podcast launched on International Women's Day 2018 we #PushforProgress highlighting the stories of amazing women over the next 5 weeks, because you can be what you can see. In our first episode we interview Anna Robson, CEO of Refugee Talent. Anna is a pleasure to talk to, her passion to help refugees lights up ...…
 
Third in series: 40 Days of Faith 2018 TRANSCRIPT Banter/pray So we’re in the middle of this “40 Days of Faith” Prayer Experiment as our way to mark Lent (the 40 days leading up to Good Friday & Easter Sunday)Here’s hoping it’s been a good experience for you so far prayingFor your Big AskFor six people in your everyday lifeAnd for this churchI ...…
 
We have been fielding a lot of questions from our clients about how the new tax law will effect their financial plan. Listen to Shon and Steve discuss strategies for 2018 and one practical tax strategy they are particularly excited about.
 
Josh is legit. When it comes to running, self-care, a purpose in life, and how to handle money, this guy knows what's up and helps other people too. In this episode, we talk about: 1. A lot of people have a rocky start to running or whatever journey they are starting. 2. It's okay as adults to seek out help from other people who know their sh*t ...…
 
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