Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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Sought-after industry experts share first-hand experience & advice to help real estate & mortgage professionals build more modern and relevant business. MME podcast is hosted by Phil Treadwell.
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Podcast by SHJ Wealth Advisors
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This podcast is meant to inform and entertain listeners on the topics of finance, estate planning, taxes, and the beautiful area of Redding, CA and it's people
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Dan Frio has been the TOP Mortgage Advisor in the Nation and also a Radio Personality. Dan is a graduate of West Virginia University with a Degree in Economics and has been Advising Home Buyers and Home Owners for over 30 Years. To Speak with Dan Personally, call (844)775-LOAN Email Dan@TheRateUpdate.com WWW.TheRateUpdate.COM (http://WWW.TheFrioTeam.COM)
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Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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Home equity has proven to be one of the strongest ways for families to build and pass on intergenerational wealth and MKG Enterprises Corp Mortgage Brokerage NLMS 1370394 is committed to guiding clients through the mortgage process while promoting equal and fair access to homeownership.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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While there isn't a ship named "Diversity", there is some major diversity of opinion in what used to be objective reality. An investment advisor and outdoorsman, a mortgage savant and economics enthusiast, and a coach of business, life and basketball shed light on cultural trends....Not really. These three just tell the truth. We are all more alike than we are different. Don't bend the knee to the weirdos. Take a ride on the old wooden ship. All aboard! Verum Loqui!
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The Buy it Together Podcast, is a relevant podcast exploring the need to help real estate buyers address housing affordability and financing through co-ownership.
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Every week, real estate team lead Byron Lazine and financial advisor Pat Kenny give insight into Connecticut real estate and local news affecting the real estate and stock markets.
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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"The Homeseekers" is a podcast designed specifically for first-home buyers on their journey to achieve their dream of homeownership. Hosted by industry experts and experienced first-home buyers, the show offers valuable insights, practical tips, and engaging stories about everything from saving for a deposit, navigating the home buying process, securing a mortgage, and more. If you're a first home buyer looking to get into your first home sooner, "The Homeseekers" is your go-to source!
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Financial education shouldn't be boring! Bank Chats combines a relaxed conversational style with experts from various fields to talk about banking and finance using terms that everyone can understand. DISCLAIMER This podcast focuses on having valuable conversations on various topics related to banking and financial health. The podcast is grounded in having open conversations with professionals and experts, with the goal of helping to take some of the mystery out of financial and related topi ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Welcome to Coast to Coast Credit, hosted by me, Tamiya Robles, your dedicated credit repair expert and the proud owner of FixMyCreditNow850.com. In this empowering podcast series, I'll be your guide through the intricate world of credit. Tune in as I share invaluable insights on credit repair, credit building, DIY services, tips, and tricks. Join me as we delve into the art of repairing credit, empowering you to take control of your financial journey. Learn the secrets of building robust per ...
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A podcast designed for the modern agent, take a deep dive into what it takes to be relentless. Giving your clients 121% in all that you do!
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The ”Free Game Real Estate Podcast” is based in Charlotte, NC. It is hosted by Ed Averette, a top Broker/Realtor® with The Averhome Group/EXP Realty, and Terence Guess, a Certified Mortgage Advisor with TEG Mortgage/Atlantic Bay. The podcast aims to educate consumers on current trends in the real estate market and provides a platform for discussions on real estate, culture, empowerment, and the real aspects of the industry.
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Coming Back UnSoon. Maybe...
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What if you could learn from experienced real estate investors, find out what got them to where they are now, get insight into their daily habits, and take these insights to inspire your own growth? That’s what each episode of Zen and the Art of Real Estate Investing brings. Hosted by Jonathan Greene, a real estate investor for more than 30 years, as well as advisor and coach, the founder of Streamlined Properties and the Team Leader of Streamlined Properties, brokered by Real, every episode ...
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Welcome to the Money Gains Podcast, your go-to destination for financial wisdom, presented by Up the Gains. This is where money meets knowledge. Every Wednesday, we bring to your earbuds conversations with top financial influencers in the industry, breaking down complex financial jargon into easy-to-understand, actionable advice. From secrets of saving efficiently to mastering investing strategies; from setting realistic budgets to identifying profitable side hustles, the Money Gains Podcast ...
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Looking to buy a house in Florida or anywhere else? I am a licensed professional mortgage advisor in Port Saint Lucie, Florida. Have questions about home loans and the home buying process? Look no further! We will talk about the loan process, available mortgage programs (Conventional, FHA, VA, USDA, Reverse Mortgages, Jumbo, Non-QM, etc) explain mortgage terms, current market trends and any other popular mortgage topic that adds value. Support this podcast: https://podcasters.spotify.com/pod ...
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Daily join the Real Estate Jerky team, featuring Ed Parcaut, MBA, veteran, and mortgage advisor of Lending for Living, alongside RE/MAX Executive Realtor, Mike Kelly, for an exclusive look at what's happening in the Real Estate market and mortgage industry. Get ready for expert advice, insider knowledge, and in-depth discussions! Monday to Friday, tune in live at 8:30 AM every day on Facebook, LinkedIn, and YouTube for our interactive daily show. We'll keep you informed and entertained with ...
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Learn How to Win the Mortgage Game when Buying, Selling or Refinancing MLO (Modern Loan Officer) one of the fastest growing Financial Podcasts. MLO focuses on assisting everyone in winning the Mortgage game. If you are planning to Buy, Sell or Refinance your Home this is Podcast to follow. Hosted by Licensed Mortgage Advisor Addison Nett (Addy Nett) NMLS 1542184 © License # ML-3547 New American Funding. New American and New American Funding are registered trademarks of Broker Solutions Inc. ...
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Bob The Broker
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A mortgage and real estate podcast sharing real insights into real estate with real people. Located in the Charlotte, NC area, your hosts Daniel Jacobs and Matt Wise welcome community leaders and industry experts to share their stories each week.
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The Market Moment is an educational finance podcast for the everyday investor.
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The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
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YSNAL - is the view of two very different parents, with very different backgrounds. Jon Garside is a professional hacker, with a 3-year-old, and PX Floro is a mortgage advisor mom with two nearly teens. When they aren't working, they are successful comedians in the Bay area. Each week they tackle two serious subjects, in their own way, and detail their parenting wins and losses. Some adult humor.
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This is not your parent's economy. Traditional education around mortgage, money, real estate and investing isn't equipped to get you to your financial finish line! The lack of financial education cost Americans 450 billion in 2022! Today, we're finding that homeowners are equity rich and cash poor.. another word for broke, and get this, 78% of Americans are living paycheck to paycheck. This needs to change!We help great people like you make smart financial choices, beginning with their mortg ...
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For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
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Journalist Ellen Roseman, and Canadian MoneySaver Editor in Chief Lana Sanichar interview leaders in personal finance and investing, as well as top bloggers, authors and entrepreneurs. The goal is to help you save money and increase your assets. Learn how to make smart choices at every stage of your life, safeguard your interests and protect yourself from poor advice. Sponsored by Canadian MoneySaver Magazine. Follow us on Twitter @lana_sanichar, @ellenroseman, @cdnmoneysaver The views and o ...
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Jonathan Tillger worked his way up from the bottom to own one of the largest Mortgage Brokerages in Canada, and now works as a capital markets advisor on Billion dollar plus deals. Geoff Edie has a background in sales, marketing, and even the film business. A small town boy with humble beginnings, he's graduated to working with Investment Banks, Hedge Funds, Family Offices and a whole bunch of other institutional investors.Together the two offer a unique and offbeat approach to understanding ...
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Are adjustable rate mortgages right for you?
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In this episode, Nate and Ben explore essential financial topics for physician families, including the management of inherited assets and considerations for insurance coverage. The conversation also touches on investment strategies and mortgage options relevant in today's climate. Key Points: - Consolidating Inherited Accounts: Consolidation of inh…
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Ep #3 | Tips and Tricks in Today's Mortgage Market
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Sabrina Schmitt, a lending expert from Prime Lending, discusses the current state of interest rates and the housing market. She explains that interest rates are influenced by bond markets and the decisions of the Federal Reserve. While rates have been increasing, there is anticipation of a rate cut in the near future. Sabrina also highlights the va…
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Fix Personal Credit to Qualify for High Limit Business Loans
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Is your personal credit holding back your business? Many entrepreneurs don’t realize that the foundation of securing high limit business credit starts with strong personal credit. Without a good personal credit score, your chances of qualifying for large business loans and credit lines are limited. In today’s episode, we discuss why improving your …
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This weekend Ritholtz Wealth Management Lead Advisor Blair duQuesnay joins us to discuss her career as a financial advisor, the best skills to have in the industry, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by…
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(GRFTFS) Decrease Taxes When Retiring Early?
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"I’m 55 and planning to retire early. What do I need to be aware of to try to decrease the amount of taxes I have to pay?" We're answering YOUR questions on this week's Get Ready For The Future Show! Can you retire comfortably at 60 with $1M? What are the benefits of a spousal IRA? I’m worried about a recession. Am I too risky right now? And if you…
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Money Matters: Retirement planning, tax strategies, investment insights, and more.
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On this week’s Money Matters, Scott and Pat dive into the complexities of the modern investment world, discuss the importance of financial planning, and explore how technology has made tax efficiency easier than ever. They also touch on the intriguing topic of cash sweep programs and how brokerage firms make money off your uninvested funds. They ta…
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Retirement Prescription for Financial Health
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Coming up, we're going to write you a prescription for financial health and talk about financial diseases that retirees should avoid. Stay with us if you want to stay healthy, wealthy, and happy. If you have any questions concerning your retirement call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Retire, Plan, Budg…
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This weekend Ritholtz Wealth Management Lead Advisor Blair duQuesnay joins us to discuss her career as a financial advisor, the best skills to have in the industry, and much more! Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by…
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In Episode 161, Fred discusses various aspects of retirement planning covering topics such as divorce, creating a retirement spending plan, maximizing Social Security benefits, withdrawal strategies, healthcare planning, and finding purpose in retirement. Fred emphasizes the importance of creating a budget, understanding one's financial needs, and …
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What Does the OCR Drop Mean for NZ First Home Buyers?
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In this episode , we break down what the OCR drop means for NZ first home buyers. From banks adjusting interest and test rates to the potential for further OCR cuts, we explore how these changes could impact your property journey and whether FOMO is justified in today's market. Tune in for insights and predictions on navigating the current landscap…
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Fed Skating on Thin Ice: A Bigger Rate Cut Coming?
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By The Mortgage Update with Dan Frio Podcast
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Joe Murphy discusses the psychological phases of retirement, as described by author Riley Moynes.
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Joe Murphy discusses the psychological phases of retirement, as described by author Riley Moynes. The four phases are: the vacation phase, the feeling lost phase, the trial and error phase, and the reinvent and rewire phase. The hosts emphasize the importance of planning for retirement, both financially and psychologically, to ensure a smooth trans…
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August Jobs Report Disappoints – Will the Fed Slash Rates?"
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Kevin Brucher discusses the importance of avoiding financial diseases in retirement. He compares long-term risks to heart disease and emphasizes the need to account for factors like longevity and inflation ...
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Kevin Brucher discusses the importance of avoiding financial diseases in retirement. He compares long-term risks to heart disease and emphasizes the need to account for factors like longevity and inflation. He also highlights the importance of updating financial plans as circumstances change, drawing a parallel to Alzheimer's disease. Mismanaging c…
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The Federal Reserve is likely to cut interest rates. But what does that mean for you? Scott's diving into some historical data in this episode, and taking a look at how interest rate cuts have affected stock and bond performance.By GenWealth Financial Advisors
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124 Transforming Trials Into Community Impact Through Entrepreneurship
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 124: Transforming Trials Into Community Impact Through Entrepreneurship Spec…
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Knowing that we live relatively modestly and would like to leave money for future generations, are we crazy to be investing in muni bonds? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To le…
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'Getting insurance out of the RDR saved mortgage advisers £100mn'
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After 16 years at the helm of the Association of Mortgage Intermediaries, Rob Sinclair is set to step down. The man who - by his own admission - is partly responsible for the introduction of the retail distribution review has been a familiar figure for advisers for many years. He talks to FT Adviser editor Simoney Kyriakou about advocating for mort…
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Will the Unemployment Report Bring BIGGER Rate Cuts in 2024?
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My Hand-Picked Down Payment Programs for First-Time Buyers
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Episode 2: Colin Mackenzie of Cetera Advisors
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Host: John Thompson Guest: Colin Mackenzie, CFP®, Financial Advisor at Cetera In this episode of Nurturing Success, John Thompson interviews Colin Mackenzie, a seasoned financial advisor and leader at Cetera. They discuss Colin’s journey from the military to the world of financial services, the importance of mentorship, the power of compounding, an…
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Lowest Job Growth Since 2021—Is a Rate Cut Coming?
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Inside the Economy: Hiring, Housing, and Markets
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This week on “Inside the Economy”, we discuss the current state of employment, housing affordability, and U.S. Markets. Hiring has slowed since the post-covid highs. Are employed individuals at risk of losing their job? Is there evidence to support potential layoffs? On the housing front, affordability remains low due to factors such as pricing, co…
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170: How to Walk the Path to a Mindset of Abundance with Matt King
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Mindset is everything in nearly every aspect of the real estate business. Having an abundance mindset means opening yourself up to opportunities as they arise. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Matt King, CEO of Gobundance. Gobundance is a high-level entrepreneurial group. Matt also manages DRO Inv…
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Wall Street took a hit on the first day of trading in September, which historically is one of the worst months for the market. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.…
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WCI #383: The Politics of Student Debt Forgiveness
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Today Dr. Dahle opens by talking about the state of governmental student loan repayment programs and whether or not they are likely to be around for long. We then get into answering a variety of your questions including if a physician loan is a good idea, how to evaluate real estate deals, when it is a good idea to pay off your mortgage, if nursing…
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From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning
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Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…
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The Yield Curve Just Flipped – What’s Next for the Fed and the Market?
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1
Trouble Ahead: Job Openings Plummet to 2021 Lows!
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The BEST Way To Save & Invest Your Money with Gareth Shears
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In this weeks episode I welcome Financial Advisor Gareth Shears to the show to discuss all about investing and the best ways to manage your money. Gareth has been exploding on social media lately with a refreshing take on money that I know you're going to love. In this episode: Why financial education is key in helping people manage their money eff…
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I'm 45, on sabbatical, and I'm hoping I don't have to go back to my job. Can I walk away? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy prac…
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Join Matt, John, and Eli as they discuss today's news that the yield curve has uninverted! They explain what that means and how it impacts the market throughout this episode. 💬 Comment below how you feel about the uninverted yield curve! 🍿 Watch Next: Data Brief by Eli Freeman! https://www.youtube.com/watch?v=tYEgVOxkIHI 🎙The Market Moment Podcast!…
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The Storm Before the Fed's Rate Cuts: What to Expect Next
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Ep 320: How long does it take for an investment property to cover its costs?
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DOWNLOAD our 97-point financial health checklist here. Read full blog here. In this episode, Stuart tackles a crucial question for property investors: How long does it take for an investment property to cover its costs? He delves into the cash flow dynamics of property investment, explaining why most properties start as cash flow negative and what …
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The Fed's Red Flags: Are We Heading for a Crisis?
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Ep #203: The Mortgage Workaround Going ‘Round: Is Velocity Banking Legit?
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We are constantly inundated with clickbait-y headlines and concepts that are hard to ignore. A once-a-day pill to shed fat, increase alertness, get wealthy, grow your hair back – whatever it may be, even the biggest skeptics can begin questioning their skepticism when painted a convincing enough picture. But what about velocity banking? Is it anoth…
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Comment via Text Message Leave a Comment on Our Website Have you ever bent down to pick up a lucky penny from the sidewalk? When was the last time you left or took a penny from that cup on the counter at your local gas station? On this episode of 2 Cents, Drew and Jeff chat about the one cent piece, more commonly referred to as the penny. Should th…
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With my Vanguard Solo 401(k) recently taken over by Ascensus, what are my options going forward? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our priva…
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Case Study: Cleaning up investments and ownership structures
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In this case study episode, Stuart delves into the transformative journey of a couple who started working with Prosolution in their mid-40s, back in September 2016, with a $900k investment portfolio. Over the past eight years, they've grown their investment assets to $2.5 million, a remarkable 2.8x increase. Stuart discusses how Prosolution played …
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Mortgage Market Update: Applications Rise as Rates Hit 16-Month Low
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In this insightful discussion, mortgage industry experts analyze the latest trends in the housing market. Learn why mortgage applications increased unexpectedly, even during the typically slow summer season. We break down the recent drop in 30-year fixed rates to their lowest level since April 2023 and explore its impact on both purchases and refin…
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The Path to Financial Leadership with Scott Marshall
51:16
51:16
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In this episode of NRG Insights, Marcus sits down with Scott Marshall, founder and CEO of Roma Finance, to learn what it takes to build a successful lending business. From humble beginnings to becoming a leader in the finance industry, Scott shares his journey, the challenges he faced, and the lessons he learned along the way. What's in This Episod…
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169: How to Never Buy an Unprofitable Short-Term Rental with Taylor Jones
51:06
51:06
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51:06
Short-term rentals can be lucrative, but they can become unprofitable weights around your neck if you aren't careful. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Taylor Jones, Head of Acquisition for STR Search. Taylor is also Techvestor's Head of Acquisition. He is an experienced short-term rental investor …
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I think we're in good shape for retirement, but I'm a bit unsure when it comes to our withdrawal strategy. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and…
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MtoM #186: Emergency Docs Get Back to Broke and Finance 101: Paying Off Your Mortgage
24:15
24:15
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This two emergency doc family is back to broke! They are focused on getting their finances right early and while she is the finance nerd they are both on the same page. She is still a fellow and he is one year out of training. They talk to us about why they have chosen to live in California. The biggest reason is that all of their family is there a…
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Episode 11: 'Talking Ads' with Alex, Steph and Tessa
22:09
22:09
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Alex, Steph and Tessa share the adverts that have caught their eye this month, bringing along a mixed bag of ideas. From text messages and QR codes to getting creative with Canva and copy writing, the team have got you covered! We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immerse your…
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Knowing that I'm less tolerant of risk as I age, how should I reallocate my investments? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pract…
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Navigating the Dark Side of Finance: Avoiding Retirement Mistakes
47:23
47:23
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47:23
Coming up...a hot and perhaps divisive topic, one that's been on everyone's mind as we approach the 2024 election. The intersection of the presidential race and economic policy is a big concern. We will discuss how they could affect your financial future, especially if you're nearing or already enjoying retirement. Next on Retire Smart Maryland Rad…
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