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Best Investment Advisor | Host podcasts we could find (updated August 2020)
Best Investment Advisor | Host podcasts we could find
Updated August 2020
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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. Every decision is a trade-off against another choice. But how deeply do we contemplate these choices? Are we settling for the default mode? Or are we ruthlessly optimizing around a deliberate life? Host Paula Pant interviews a diverse array of entrepreneurs, early retirees, millionaires, investors, artists, adventurers, scientists, psych ...
 
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.
 
30-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, reunite on a weekly call-in program talking about real money issues. Each week they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. It's a show 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 (8255).
 
The Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services industry: CIOs, CEOs, startup founders, bloggers, advisers, even kids - all of them are part of the awesome line up of guests on the show.
 
The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 Advisor, Exit Planning Institute’s Exit Planner Leader of the Year and business strategist with over 20 years of experience. Justin owns Financially Simple, LLC, a division of Heritage Investors, ...
 
Improve your money mindset with host Andy Wang, named a top influential financial advisor by INVESTOPEDIA, as we explore positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, listen to Inspired Money because big things begin with just a little inspiration.
 
We live in the most revolutionary and inspiring time in history, yet our culture settles for a mediocre life, not the one they dream about and deserve. The Mission of The Wealth Standard Podcast is to empower you to take control of your life, your career, and your wealth and to ultimately achieve financial independence. Society has programmed us to take orders, from our educational system to the way we save and invest. And what is the incentive? To someday, retire? If 1987, 2001, and 2008 we ...
 
On Money Meets Medicine, Jimmy Turner, MD and Ryan Inman, a fee-only financial advisor, combine their experience to teach you about the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. Come find out how much you can learn about money with the experience and perspective of a physician and a financial advisor combined ...
 
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 ...
 
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
 
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
 
The Retire Wright Show is Richmond, Virginia’s dedicated resource for retirement and investment planning. Your host Isaac Wright is President at Financial Dynamics & Associates and an investment advisor representative with Global Financial Private Capital, LLC. Financial Dynamics & Associates have been helping Virginians retire since 1989, and is known for their commitment to their community and their clients. Isaac Wright is a frequent contributor to news sources, such as WRVA, the Richmond ...
 
The Real Estate for Breakfast podcast is a Chicago centric commercial real estate podcast which presents real estate professionals and attorneys to create thoughtful commentary on current real estate issues, explanations of sophisticated real estate problems, current developments, and entertaining discussion. This podcast is the mixture of the real estate business and law. The podcast hosts developers, property management professionals, brokers, attorneys, owners, investors, visionaries, ten ...
 
Welcome to the Investors First Podcast, a service of CFA Society Orlando. We are here to educate investors, advisors, and consultants in the state of Florida, a state that has historically been a victim to a variety of bad actors and investment schemes due to its’ rapid population growth. The show is designed to have local subject matter experts from our Society’s member base host nationally recognized thought leaders in finance. The Investor’s First Podcast will make YOU a savvy and smart i ...
 
Retirement talk - Redefining Wealth and Your Money with Laura Stover is a podcast that educates, entertains, and helps prepare our listeners for retirement. It's a show designed for those looking to maximize their financial efficiency and fulfill their lifestyle. It is also geared toward those needing to transition from accumulation to preservation and the necessary shift in how money is managed. Based on Laura’s two decades of experience with financial coaching and consultation to hundreds ...
 
Investing for Retirement brings you the best in stock market commentary, personal finance, retirement, financial politics, the latest in tech and everything you need to know when living your financial life. You'll be introduced to the highest profile guests in the investment world, you'll get to know them in a whole new light. The stories of their childhood, their struggles and successes, where they see their lives and careers going forward plus a sneak peak into what they find fullfilment i ...
 
In this podcast, host Dave Goetsch, co-executive producer of “The Big Bang Theory” and Norm Mindel, veteran financial advisor and co-founder of Forum Financial Management, talk about some of the incredible things that happened way back when on Wall Street. Along the way, they share some of their personal investing experiences as they look back at well-known and little-known events by the decade.
 
The Startup50K podcast is an interview series for entrepreneurs, startup founders, corporate innovators. An app developer (the show host) and (often) a tech investor or advisor interviews a startup founder or corporate product owner building a tech company, an innovative new product or an interesting technology. In each show we talk about; raising capital, tech trends, working with developers, hiring staff and building world-changing companies.
 
Coagent Host and Global Real Estate Advisor, Angela Headlee, introduces you to her coagents from around the world. Get to know these agents through fun conversations, connect with them on a personal level and build trusting relationships. Learn how these first-class agents assist their clients, what their areas of expertise are, and how their knowledge of the markets they service can benefit you. Angela Headlee is a Licensed Realtor in the State of Virginia. The Steele Group Sotheby's Intern ...
 
What makes your life more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. Well educated in both Psychology and Finance, Your host, Senior Financial Advisor Beau Henderson, is the CEO of RichLife Advisors. He has helped over 4000 clients over 15+ years. Beau’s book “The RichLife - Ten Investments For True Wealth” is a #1 bestselling book on Amazon. Beau answers your top of mind money ...
 
Real estate investing can mean so many different things to people working in so many different areas of real estate. One thing they can all agree on is that the journey always starts out with the rush, the thrill of making a new investment, the anxiety of wanting – and needing – to find your first deal and hope it’s a winner.But is there a way out of the rat race?Welcome to My Cashflow Academy’s Investors Corner. In this program, you will learn from other real-life real estate investors shar ...
 
The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
 
Keith Springer is the author of "Surfing the Retirement Tsunami - Your guide to staying afloat and retiring comfortably" and "Facing Goliath: How to Triumph in the Dangerous Market Ahead", radio host of "Smart Money with Keith Springer" on NewsRadio 1530 KFBK. Keith can also be seen on CNBC, FOX Business, the Wall Street Journal, Fortune, CNN Money and other news outlets. Keith is also President and Founder of Springer Financial Advisors in Sacramento, CA, an SEC Registered Investment Adviso ...
 
Welcome to Market Moment, an Alexa Flash Briefing about the moments that shape markets. Join "Downtown" Josh Brown and the Ritholtz Wealth Management team for a short daily briefing about the most pivotal moments in stock market history and what they mean for investors today. Click here to enable the Market Moment skill on Alexa. Then say, "Alexa, Flash Briefing." Hear Alexa's fastest growing briefing in the Business and Finance category. Market Moment combines multiple voices and rich finan ...
 
RIAcast is a podcast focused on the investment advisory community. In our episodes, we aim to provide interesting, provocative, and entertaining conversations with key players and thought leaders in the investment adviser space. Our goal at RIAcast is to provide a platform to present their stories and ideas. Matt Baum, RIAcast's host, is an active securities and commercial litigator with the law firm Ellenoff Grossman & Schole LLP. Please visit our website at http://www.riacast.com for more ...
 
Welcome to Portfolio Talk, an entertaining and insightful hour about the health of your investment portfolio. In every episode you’ll meet real life people just like you and find out how they’re saving and investing their money. Host, Ron DeLegge dissects and grades listener portfolios using a simple grading scale of A, B, C, D, and F. Does your portfolio pass or fail? Find out right here and at PortfolioReportCard.com.
 
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show series
 
More than 50 million people have applied for unemployment since the pandemic began, and nearly half of U.S. workers get their health insurance through work. One study found that an estimated 5.4 million American workers lost their health insurance in just three months. I joined CBS This Morning to discuss coverage alternatives and what Americans wh…
 
#269: Are you scared to take the first step toward the habits that you want to build? Do you believe in your ability to change? Or are you completely lost as to where to start? Charles Duhigg, the Pulitzer Prize-winning journalist, author of the best-selling books The Power of Habit and Smarter Faster Better, and host of the How To! podcast, joins …
 
Credit card limits are being cut for many customers by the banks. This is going to drastically hurt the credit scores of many - and in the midst of a pandemic. AT&T is having an incredibly tough time. The company is losing massive amounts of subscribers which is crushing revenue. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
In episode 286 of Financially Simple, Justin and Brandon Jordan of Heritage Investors talk to Joseph Strazzeri of Strazzeri Mancini Attorneys about building a Success Team. The Short-Stop between second and third base is one of the most important positions in Baseball, so having the right person there is imperative. Justin, Joe, and Brandon discuss…
 
Our guest today is Greg Bartalos, Editor in Chief of RIA Intel. He was previously Editor in Chief of Barrons.com and had roles at Yahoo Finance, Bloomberg News and Institutional Investor. In this episode, Greg explains what led Institutional Investor to launch RIA Intel with him leading the charge in Summer 2019, how RIA's can leverage the media to…
 
What is leverage and why is it the secret to becoming wealthy? We hear that word very often in business, especially when talking about credit, but what we may not realize is that leverage refers to far more than just that. Patrick Donohoe takes a closer look at what leverage means to your personal life, investments and business. Learn why leverage …
 
This is part 2 of the lively debate between Rick Ferri and Paul Merriman where we continue the discussion on the pros and cons of factor investing. See part 1 here https://www.whitecoatinvestor.com/rick-ferri-versus-paul-merriman-on-factor-investing-podcast-169/ They both are just a wealth of information and experience, plus their humility makes it…
 
Do you have school-age children? If so, then brace yourself for a school year like no other. This year, some children will return to school five days a week. Others will learn from home five days a week, and yet others will experience a hybrid of the two. You and your kids may face wildly different schedules and challenges than anything you've enco…
 
Why do "investors" continue to follow those who make so many bad predictions? Why don't we realize that accurate predictions are monre likely locky then prescient? Listeners as Don: How to allocate amoung asset classes? What would be an appropriate portfolio to set and forget? Where should a mother put an investment she probably won't ever need?…
 
With more Americans staying put and hunkering down, the storage unit industry is hurting in a big way. A new survey from Bankrate shows that almost 50% of Americans have had a reduction in income because of Covid. Pay cuts and furloughs have made things much harder on a lot of folks. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
We’re honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These wonderful XYPN members have all served on our Diversity Committee over the past 12 months and are on the show today to discuss: the value of the CFP® designation; their own personal journey…
 
Addressing the pros and cons of real estate vs. stock investing, Ryan and I help you navigate which of the two might make the most sense in the general sense. Since Ryan comes from a line of a real estate moguls, you don't want to miss his insight. This episode is brought to you by Ryan's fee-only financial planning firm, Physician Wealth Services.…
 
With 2020 being an absolutely crazy year on Wall Street, and with the government pumping an insane amount of money into the system, a lot of people have been wondering about the safety of their pensions and Social Security. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by …
 
Our main story: VALIC (part of AIG) was fined for paying a teachers union to coerce teachers into buying expensive (and unnecessary) annuities and mutual funds in their 403b plans. Plus callers want to know: Is is okay to pull income from a retirement plan without reducing principal? Should an annuity be moved into another product? How should one w…
 
Embert Madison Eqr helps regular people do regular transactions of buying and selling homes in the Sacramento area, and area that is booming! But... he also has a specialty business as an investor of Short Term Rentals for executives. We will hear about investment opportunities in the Sacramento area, his specialty real estate investment strategy w…
 
Roth 401k's make more sense than traditional 401k's for a lot of people. Clark discusses why that is the case. Wendy's has launched a rewards program. Starbucks just made changes to its rewards program. Clark talks about which ones he uses and how he's able to use these rewards programs and apps in order to score discounts and free food. Learn more…
 
#268: Natasha has $3,300 per month to either invest or use toward an early mortgage payoff. Which option should she choose? An anonymous caller and military member wants to know if she should move money from a USAA brokerage to Vanguard to pay less in fees. Her goal is to retire in 12 years with $3,000/month in passive income from rental properties…
 
Episode 153: Brent Henningson talks about how a defined benefit plan can help business owners to accelerate retirement savings and reduce taxes. Guest Biography Brent is the Chief Executive Officer of Saber Pension & Actuarial Services, a third party administration and actuarial firm. Using Defined Benefit Plans, Saber Pension helps business owners…
 
Did the U.S. economy really lose a third of it's value? Don share the reality of the latest GDP report. Why do younger bloggers continue to insist that the stock market and the economy are one in the same? Another investment firm claims to be a fiduciary on one hand, but their disclosure documents tell a completely different story. How do the get a…
 
Are you eligible for food stamps? Many more Americans might qualify right now. A new email service will charge you $100 a year for an email address but they offer you privacy in return. Clark has other free options that he shares also. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Clark Howard
 
In episode 285 of Financially Simple, Justin and Brandon Jordan of Heritage Investors continue their baseball analogy and discuss the role of the Legal Team in the Left Infield. In baseball, the left infield covers much of the offensive and defensive roles needed to run a winning game; likewise, a solid legal team is necessary for any business owne…
 
You're retired, and you have all your eggs in one basket, meaning 100% in stocks. Given the tumultuous year on Wall Street, you decided to move half of it into cash. What should the next move be? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodma…
 
If the pandemic has acted as an accelerant to business trends, it has also become an accelerant to inequality. Last year, before the onset of coronavirus, the Census Bureau found income inequality was at its highest level in 50 years, with two-thirds of the total wealth in the country owned by the richest 5-percent. Meanwhile, 4 out of 10 American …
 
If the pandemic has acted as an accelerant to business trends, it has also become an accelerant to inequality. Last year, before the onset of coronavirus, the Census Bureau found income inequality was at its highest level in 50 years, with two-thirds of the total wealth in the country owned by the richest 5-percent. Meanwhile, 4 out of 10 American …
 
Welcome back to PSA Thursday, a mostly-weekly segment (sometimes on Thursdays) in which we talk about how to handle money, work, and life in the middle of a pandemic. This week, we continue the conversation on what landlords can do to create and maintain open lines of communication with tenants. Doing so can help you avoid a situation in which your…
 
A blogger on Medium says sell stocks now. What does he know that the rest of the market doesn't? Don takes questions from three different sources again: How can an investor decided between taxable investing and tax-advantaged investing? How should assets be allocated between diffient equity asset classes? When taking cash out of real estate, where …
 
CVS in Oklahoma was fined for prescription errors and poor staffing. Pharmacists need to be treated better! Kim and Joel share the Clark Stinks posted on the web and share with Clark. Submit yours to: Clark.com/ClarkStinks. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Clark Howard
 
Jason Hartman’s guest today is author of Was Jesus A Socialist?, Lawrence W. Reed. Jason and Lawrence clear up some confusion about socialism and communism. As well, Lawrence responds to the question, “Was Jesus A Socialist?” Lawrence goes on to share scripture interpretation and how we can learn about investing or magnifying wealth. Lastly, Hartma…
 
Is high turnover in a mutual fund a bad thing? You'd think the answer is an automatic yes, but it really depends on where that mutual fund is located. Is it in a a tax-deferred account or a taxable account? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www…
 
You would think that after one of the worst economic reports in the history of the United States that the stocks market would crash. Yet, it barely moved after U.S. Gross Domestic Product (GDP) plunged for the second quarter of 2020. Why didn't markets fall? Everyone expected bad news, so it was built into prices. You need to understand that market…
 
Lantern and Cake are newer websites that do a great job helping people plan for the future and do some estate planning. If you will let your insurance company monitor your driving you can score some major discounts and save a lot of money. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Sherry LaMaison, a real estate investor, who survived an abusive marriage and got out, giving up all her assets in the process, rebuilt her portfolio of cash flowing properties, and got out of the rat race in just a little over 10 years with a very comfortable cash flow. Though like most investors, she is still looking for deals, doing what she lov…
 
In episode 284 of Financially Simple, Justin and David Kent of Heritage Investors talk about the return of business to the relative normal of a post-COVID world. With the Coronavirus pandemic seeming to turn the corner and businesses re-open having made adjustments to their business strategies, it’s important to take stock and assess the changes of…
 
Our guest today is Dr. Ed Yardeni, founder of Yardeni Research. He is also the author of multiple books, including Fed Watching for Fun & Profit: A Primer for Investors. We discuss his recent book, which is about the history of the Fed through the end of 2019 and couldn't be more timely, and get his thoughts on the unprecedented fiscal and monetary…
 
Top-ranked life and business strategist breaks records in the virtual events space with his groundbreaking , which teaches thousands of people how to discover their power to break through limitations, overcome challenges and create the life that they want. In this episode, Patrick Donohoe shares his top takeaways from the UPW Virtual, the biggest v…
 
The pandemic is putting estate planning into focus. I joined CBS This Morning to explain why having a will, health care proxy and power of attorney documents are so important right now. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.…
 
This episode we have Rick Ferri and Paul Merriman on the WCI podcast at the same time for a lively debate on the pros and cons of factor investing. These are two opinion leaders who have affected the investing views of literally millions of investors. When I told you I was bringing them on the show I received 40 pages of questions to ask them about…
 
Amazon has created a new shopping cart that allows you to skip the checkout line. Walmart is working on something similar that will create efficiency and limit human contact. Acorns has created Acorns Early to help you start invest for your child's future. If you have a child born in 2020 the account is free until they turn 18! Learn more about you…
 
We’re honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about how they've incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN Member Forums about forming a study group around this investment focus. …
 
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