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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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A Podcast about retiring early, moving abroad, and living what we coined a "Better Second Half of Life." After working hard for over 25 years and raising our family, we retired early at age 50, we sold everything, and moved abroad from North America to begin our "Second Half of Life." We make our base on the beautiful island of Madeira, Portugal. As a healthy and fit, long-married couple who retired at 50 and moved abroad, we talk about all things retirement - from finances, new friends, ret ...
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Join Nick Davis CFP® and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, d ...
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The WiseMoney Guys

John Scambray and Giuseppe Visconti

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Tired of not knowing what to do with your retirement and hard earned investment savings? Listen to our show for easy tips, topics and info that will help you make better investment decisions.
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That Annuity Show

Nassau Financial Group

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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK ...
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Retirement Results

Active Wealth Management

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Ford Stokes and his Team of Fiduciary Advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. Listeners Can Call Us Toll-Free at (888) 814-0304 - or - Dial #250 on Your Cell Phone and Use the Keyword "Retirement Results" For More Information, Visit RetirementResults.com Learn More About Us at ActiveWealth.com
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Your Money Briefing is your personal-finance and career checklist, with the news that affects your money and what you do with it. From spending and saving to investing and taxes, the Wall Street Journal’s finance reporters and experts break down complicated money questions every weekday to help you make better decisions about managing your money. Hosted by J.R. Whalen.
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Candid Conversations with Ryan Cravitz is a show specifically about retirement planning for people over 50. If you're wanting to invest better, maximize your income, reduce taxes, and learn how to successfully retire then this is the perfect show for you. Ryan has operated an independent financial planning firm since 2011 and is in his second decade of helping people grow and protect their wealth. Join him each episode for conversations about income, retirement, insurance, 401(k)s, IRAs, inv ...
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rich & REGULAR is the podcast for people who want to take charge of their money, pay off their debt, build their wealth, and live their best lives without being obsessed with money. Every week, Kiersten and Julien Saunders show you how money intersects with everything else in your life and teach you how to use it to your advantage. They share their insights and tips on how to make, save, and invest money in creative and unconventional ways. They also help you understand the big changes that ...
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The Moneywise Guys

Wealth Management - Community

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The Moneywise Guys podcast is all things funny, finance and business. Utilizing both regional and national hot topics of the day as talking points, this show is dedicated to breaking down and making fun of often dry, confusing financial concepts while offering simple, practical financial solutions for everyday people and all pocketbook sizes. Website: www.MoneywiseGuys.com
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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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A Wiser Retirement®

Wiser Wealth Management

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Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by either a financial advisor from our firm or by a guest to talk about financial topics such as retirement planning, tax strategy, investing, risk management, or estate planning. We believe the best financial advice should always be conflict free, and want to help investors make better decis ...
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Conversations about midlife, life and career transitions, and all the fabulous ways we can get better as we get older. Hosted by Lou Blaser. About The Host: Lou Blaser is a former corporate ladder climber turned writer and podcaster. She writes the weekly publication "We're All Getting Older" and is the author of Break Free: The Courage to Reinvent Yourself and Your Career.
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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G and F

Erin Davis, Lisa Brandt

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Take two radio pals who've lived long enough to know better (but sometimes don't), have gained wisdom, dropped some filters and just want to talk with you about...everything and you have Gracefully and Frankly. Erin and Lisa share personal takes on their AND your experiences, hot topics and a lot of love. Made possible by enVypillow.com. Use the promo code GF for 10% off all purchases. Presented by SierraSil.com. Use the promo code GF for 10% off all online purchases. Email Erin and Lisa to ...
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The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
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Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial wo ...
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Retire Wealthy and Happy

Ben Waller, Earl Cline and Roger Jacobsen

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Do you want to learn how to eliminate worries and frustrations about your financial situation? If so, you’re lucky because this podcast will turn your dreams about retiring early and comfortably into reality! Every Wednesday, we’ll dive deep into financial tips and tricks and help you apply them immediately without getting caught up in theories to launch your investing journey and make passive income instantly. With each episode we publish, you’ll discover the opportunities for building weal ...
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Hey there, wanderers! Welcome to "No Borders" with Brian and Carrie – the ultimate hangout for travel enthusiasts like you. We're diving headfirst into the awesome world of full-time travel in retirement, swapping stories, and dishing out practical tips to fuel your adventures. From wallet-friendly tips to our favorite spots, we've got your back. Tune in to kick back with us and learn how to amp up your travel game without breaking the bank. Thinking about retiring on the road, or just need ...
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The Invested Dads Podcast

Josh Robb & Austin Wilson

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A podcast where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, news and analysis, and discussion around many of the stories and choices facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your situation (with the occasional dad joke). Learn more at TheInvestedDads.com
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In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, inclu ...
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Welcome to the A Better Way Financial podcast, your trusted companion on the path to retirement prosperity. As the cornerstone of financial security for families and individuals, we're dedicated to making your retirement dreams a reality. Dive into insightful discussions led by the Guida family, renowned for their decades of experience in financial planning and wealth management. Tune in to our podcast as we share actionable insights, insider tips, and expert advice to navigate the complexit ...
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The next 10 years is going to be The Golden Age for India filled with infinite once-in-a-lifetime opportunities, but if you don’t prepare and grow yourself to win these opportunities then you won’t be able to achieve your ‘Indian Dream’. And we won’t let that happen, this channel is about helping you grow and win in life. Hi! I am Raj Shamani and I believe in ‘figuring out’ how to grow every day so that we can live and love better. Our Purpose for this channel is to become one of the most au ...
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Investing is the best way to build wealth, but comes with risk and uncertainty. Want to grow a portfolio of stocks, bonds, ETFs and more? This is the show to boost your knowledge and build your confidence. Join us on the journey through bull markets, bubbles and crashes. Bring snacks and a steady hand; we're in it for the long haul... Hosted by Ramin Nakisa (YouTube @PensionCraft) and Michael Pugh. Contact us: mhr@pensioncraft.com
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Chuckle Sandwich

Chuckle Sandwich & Studio71

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Chuckle Sandwich is a comedy podcast hosted by Ted Nivison & Schlatt. New episodes every week! For advertising opportunities please email PodcastPartnerships@Studio71us.com We want to make the podcast even better, help us learn how we can: https://bit.ly/2EcYbu4 Privacy Policy: https://www.studio71.com/terms-and-conditions-use/#Privacy%20Policy
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It's Personal Finance Canada

Christine Conway, Cameron Conway

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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Welcome to the Caffeine & Cash Flow Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks draining YOUR energy and YOUR portfolio? If you need need help planning how to tackle these financial headwinds, then this is the show for you! New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at CaffeineCashFlow.com. Or call 702-767-4897.
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Embark on a transformative journey with Wall Street Journal bestselling author and world-renowned thought leader Matt Mayberry on his podcast, Get Better Today. Unlock the underlying characteristics of success through riveting conversations with some of today's most influential people, from pioneering CEOs and transformative leaders to world-class athletes and living legends. Step into Matt's world of endless curiosity and experience a refreshing fusion of critical thinking, varying perspect ...
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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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A show where a Forensic Psychology Professor and a Retired FBI Profiler join together to better understand the criminal mind. The BSU, LLC uses evidence-based techniques and processes developed at the FBI's famed Behavioral Science Unit and Crisis Management Unit to improve behavioral intelligence and improve sway, influence, and decision making. Train your workforce in de-escalation through human profiling, learn the elicitation (pre-suasion), solicitation (persuasion), and consummation (po ...
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Pocket Change Podcast

Leaders Credit Union

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Welcome to the Pocket Change Podcast where you’ll learn better ways to spend, save and invest and take control of your financial journey. Each episode will provide smart money tips and strategies to help you become financially fit. We will also introduce you to community champions making a difference in the lives of others. Join us and our guests as we will help you become the champion of your finances. Pocket Change Podcast is presented by Leaders Credit Union where we power your passion an ...
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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial de ...
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Retire Better offers a new and alternative perspective to investment planning and how best to live a life of value from the leading financial advisor, Josh Stivers. Tune in for a regular dose of advice, commentary, and sometimes ramblings about current events and investment strategy. Retire Better is produced by Lauren Minter.
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Frank and Frankie talk about having a retirement mindset and the importance of aligning financial goals. They address the desire to become a millionaire in retirement and the challenges associated with unnecessary financial risks. Frank and Frankie also highlight the need for social security planning and tax planning and how they optimize retiremen…
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Not everyone has a million dollars saved for retirement. Yet 70% of retirees say they are doing just fine. How is that possible? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio.c…
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On this week's show: Do you need a financial planner AND an attorney for retirement? How an Asset Protection Trust could help. Would you take a test that predicts if you could get dementia? How many people have saved a million dollars for retirement? Five qualities that show you may be more ready for retirement than you think. Talking about the sub…
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Our brain uses mental shortcuts to help us solve problems. While they can be quite helpful, in some areas they may harm our decision-making. Social Security claiming is often one of these negatively impacted areas. In this episode, hear Tyler Emrick, CFA®, CFP®, discuss the mental shortcuts (aka cognitive biases) at play when deciding to take your …
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The Moneywise Radio Show and Podcast Tuesday, July 9th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagementBy Wealth Management - Community
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Order 'Build, Don't Talk' (in English) here: ⁠⁠⁠⁠⁠⁠⁠https://amzn.eu/d/eCfijRu⁠⁠⁠⁠⁠⁠⁠ Order 'Build Don't Talk' (in Hindi) here: ⁠⁠⁠⁠⁠⁠⁠https://amzn.eu/d/4wZISO0⁠⁠⁠⁠⁠⁠⁠ Disclaimer: This video is intended solely for informational & educational purposes and opinions shared by the guest are his personal views. We do not seek to defame or harm any person…
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This episode is brought to you by We're All Getting Older, a publication and community for midlifers who want to get better as they get older. Grief is a universal experience, yet it is deeply personal and unique to each individual. In this episode, I continue the conversation about grief and explore the relationship and connection between grieving…
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Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This time, we're covering chapters 11-13. Tune in as we explore the intersection of rationality and emotion in financial decision-making. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay…
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It's almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Find out in this episode as Tyler Emrick, CFA®, CFP®, cuts through the political noise exploring historical market performance in past election years and Presidential terms. Sharing how you can use this data to set your emotion…
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Send us a Text Message. One of the biggest questions that we get about Social Security is when should I take my benefits? A lot of people want to claim them as soon as they can for multiple reasons, but would you be better off delaying your benefits up to age 70? Join us as we explore five compelling reasons why you might want to consider postponin…
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Some consumers say their credit-card company updating merchants with new account numbers has made it harder to resolve cases of fraud. Wall Street Journal personal finance reporter Imani Moise joins host J.R. Whalen to discuss what options card-holders have. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit…
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Hot enough for you? In episode 81, we explore why it really IS the humidity and not the heat. Details on our second Facebook live - when to tune in and how you can win a special G and F prize! Erin has a round-up of dum-dums of the week! Lisa shares a personal story of how she thought her greatest fear might be coming true. People around the world …
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Another episode on the road: 0:03 Bad Year for Stock Pickers 3:24 Property Value and Lease Analysis 4:35 Triple Net Lease Concerns 5:19 Seeking a Second Opinion 5:31 Fiduciary Advisors at Apella 6:18 Creating a Bright Financial Future 13:17 Starting a Retirement Plan 15:02 Retirement Planning for Contractors 25:24 Reality Radio and Index Funds 27:0…
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The Moneywise Radio Show and Podcast Tuesday, July 9th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: John Duffield, CPA/MST phone: 661.488.7000 website: www.bake…
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Do you want to retire now and gain more freedom sooner? The answer could be yes, but the path to achieving it might differ from what you imagine. In episode #30 of the Retirement Power Hour, Joe Allaria, CFP®, and Mark Allaria, CFP®, sit down and discuss ways you can retire early using phases. Many people envision retirement as abruptly shifting fr…
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Learn how to calculate the impact on your pension from changing your start date and evaluate the value of your pension based on your financial situation. I recently received a question from a listener that sparked an interesting discussion about how to plan for your pension. In this episode of “Retirement Revealed” I dive into an example of how to …
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Lifetime subscriptions often come with caveats and stipulations that might reduce their cost-effectiveness. Wall Street Journal personal finance reporter Katherine Hamilton joins host J.R. Whalen to discuss what to look for in the fine print. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/ad…
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After prices peaked two years ago, higher mortgage costs have caused the market to stall. But with rate cuts on the horizon, is normal service about to be resumed? We discuss how the change of government will affect the housing market. And in today’s Dumb Question of the Week: Does building more houses really lower prices? --- Thank you to Saxo for…
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As Don continues his travels, we discuss: 0:03 On the Road Again 5:41 Berry Talk 8:11 Financial Philosophy 12:39 Protecting Your Investments 20:56 Family Inheritance Dilemma 24:48 Setting Expectations 27:36 Overcoming Hodgepodge-itis 33:53 Portfolio Allocation Concerns 36:58 Banking Fees Deception Learn more about your ad choices. Visit megaphone.f…
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The Moneywise Radio Show and Podcast Monday, July 8th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagementBy Wealth Management - Community
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Order 'Build, Don't Talk' (in English) here: ⁠https://amzn.eu/d/eCfijRu⁠Order 'Build Don't Talk' (in Hindi) here: ⁠https://amzn.eu/d/4wZISO0⁠ 📺 Watch Figuring Out episodes on YouTube:⁠⁠⁠⁠⁠https://youtube.com/playlist?list=PLE0Jo6NF_JYO5-phess8GKafKMtPv3tfZ⁠⁠⁠⁠⁠ Timestamps: (00:00) - Introduction (02:39) - Scams of the education system(11:00) - Impo…
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Discover the truth about financial independence and retire early (fire) the risks and challenges they don't tell you about! In this video, we delve into the often-overlooked realities of retiring early. From financial pitfalls to lifestyle adjustments, we uncover the hidden aspects of leaving the workforce ahead of time. Join us for insights and ti…
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After several years of changing jobs and scoring pay increases, many workers feel stagnant in their careers as the labor market cools off. Wall Street Journal workplace reporter Chip Cutter joins host J.R. Whalen to discuss steps to achieve more flexibility. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit…
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On this episode of Chuckle Sandwich, we just go off the cuff and talk about whatever is on our mind. Schlatt and Ted's retirement, Maps in COD Zombies, and trying to lose weight. Enjoy! Download the Zocdoc app for free at https://www.zocdoc.com/chuckle To watch the podcast on YouTube: https://bit.ly/ChuckleSandwichYT Don’t forget to subscribe to th…
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Chad & Rob discuss strategies for building a tax-conscious retirement portfolio. Chad emphasizes the importance of tax-efficient investing and retirement planning, especially as individuals transition from wealth accumulation to wealth management. He delves into various tax planning strategies, including estate planning techniques to address change…
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Money is a hot topic, and it's easy for disagreements to turn into full-blown fights. In this episode, we dive into the common reasons why we fight about money with our partners, family members, and even friends. We explore how our past experiences, cultural influences, and even the nature of our brains can lead to conflict and how to navigate thes…
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Send us a Text Message. Captain Shane Farmer has been with the Big Sky Fire Department since October of 2018. He started in the fire service as a volunteer with Cedar Falls Fire Rescue in 2001 and was hired as a professional in 2006. He is a lead instructor at the Gallatin Valley Fire Academy and has helped in building a multi-agency academy from t…
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Time to Reinvent? Early Bird Registration is Now Open for the September Design Your New Life in Retirement Program – Learn More ________________________ Let’s face it. Retirement isn’t for everyone – especially a “traditional retirement.” An increasing number of people are choosing to work longer or to reinvent themselves and create their own new p…
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High-income earners, are you looking for a way to maximize your retirement savings even if you exceed the income limits for a Roth IRA? On this episode of A Wiser Retirement® Podcast, Missie Beach, CFP®, CDFA® and Shawna Theriault, CFP®, CPA, CDFA® walk you through backdoor Roth IRAs, how to execute it step-by-step, and why early career planning is…
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Today, we're answering YOUR questions! Financial adviser Siobhan Ashby answers listener questions, from managing money at 18 and travel money cards to how to manage family members asking for money. Financial Planning: https://bit.ly/R-plan Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness…
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The best way to achieve a goal is to just lower the bar. This week we set a goal to explain how to best achieve your goals and more importantly how to structure those goals in a way to make them easy, challenging and fulfilling. If you live in British Columbia, Alberta or Saskatchewan letus help you take care of the people you love and visit braunf…
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Order 'Build, Don't Talk' (in English) here: https://amzn.eu/d/eCfijRuOrder 'Build Don't Talk' (in Hindi) here: https://amzn.eu/d/4wZISO0 Disclaimer: This episode is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not seek to defame or harm any person/brand/product mentioned in the episode. Ou…
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In this Q&A episode: 1:49 The Dangers of Following Market Trends 4:27 Making Decisions Based on Future Feelings 4:58 Investing for Yourself, Not the World 5:19 Welcoming Roxy Butner to the Studio 5:31 Question from Jane about Robo-Advisors 10:24 Estate Planning and Trusts 13:35 Exploring Annuities in Retirement Accounts 18:25 Retirement Planning wi…
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The Moneywise Radio Show and Podcast Wednesday, July 3rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guest: Allyn Medeiros, NMLS #214606 website: Allyn_Medeiros…
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In this week's show, John and Giuseppe discuss the laest developments in the markets and economy, preview upcoming events, and reveal their winnings from their personal account using the naked put strategy discussed last week. They also introduce their next trade strategy for the upcoming week. Disclosure: The views and opinions expressed in this p…
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When people compare financial firms, they often focus on getting the best return on their investments. While that's certainly important, what they really need to be paying attention to is the big picture. While many firms focus only on investment management- handling stocks, bonds, and mutual funds- our approach extends to include insurance plannin…
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On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, delves into important money matters and financial advice. He discusses whether it's wise to give money to younger generations while still alive, particularly for those with larger estates. Chad also recaps the second quarter, highlighting the tech rally and the…
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Summary In this episode, Emma Roloff, co-founder of Roloff Consulting, discusses the power of personal branding and digital transformation in sales and marketing. She shares a three-step framework for digital growth strategies: educate, connect, and consult. Emma explains the different platforms and their target demographics, including LinkedIn for…
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The most powerful financial skill is having the ability to stay focused on your retirement strategy despite what’s happening around you. It means taking away the yard stick and avoiding comparison to remain healthy, happy, and fulfilled. In this episode, we discuss: Why quiet compounding can feel slow The four factors that make up quiet compounding…
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As the price of vacation accommodations rises, more people are coordinating to spend days or even weeks in each other’s homes. Wall Street Journal travel reporter Allison Pohle joins host J.R. Whalen to discuss the pros and cons of home swapping. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.f…
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On Money & Chill this month, Kate Campbell chats with Monique and Mitchell about some great money hacks from our community, getting better rates on our home loans, making use of Frequent Flyer points, and share some of the books and podcasts we've been enjoying! ⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that.…
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Order 'Build, Don't Talk' (in English) here: ⁠⁠⁠⁠⁠⁠https://amzn.eu/d/eCfijRu⁠⁠⁠⁠⁠⁠ Order 'Build Don't Talk' (in Hindi) here: ⁠⁠⁠⁠⁠⁠https://amzn.eu/d/4wZISO0⁠⁠⁠⁠⁠⁠ Subscribe To Our Other YouTube Channels:- ⁠⁠⁠⁠⁠⁠https://www.youtube.com/@rajshamaniclips?sub_confirmation=1⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠https://www.youtube.com/@RajShamani.Shorts?sub_confirmation=1⁠⁠⁠⁠⁠⁠…
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In this 80th Episode of G&F we’re wrapped in a Canadian flag and slathered in maple syrup (& sunscreen). TikTok claims beer can help your tan: Truth, or Bull Schlitz? Erin finds an expiry date she’ll obey. I AM: Celine Dion - will you watch it? One of us did; listen in. Why it’s a good time to buy a BBQ, PLUS a Canadiana quiz! (Sorry in advance if …
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