show episodes
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald Mwandiambira is the Acting CEO for the South African Savings Institute (SASI). Gerald is also a former Director of The Financial Planning Institute of Southern Africa (FPI) and International Speaker. Gerald is a CFP Professional, Wealth Planning and Training Business Owner. Gerald is active in the media and supports financial literacy by contributing as a published author, Internationa ...
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
 
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
 
We know that running a veterinary business can sometimes feel like you're fighting your way through a jungle of financial insecurity, HR nightmares, and overall business confusion. Our goal is to give you the ideas and tools you need to not just survive in this jungle but to thrive in the veterinary industry. By combining over 50 years of knowledge and experience with differing opinions and a little humor, we will help you get the information you need to make the best decisions for you and y ...
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of McKenzie Banking Company / Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. McKenzie Banking Company / Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.”
 
RegentAtlantic Wealth Advisors, Mike Pappachristou, CFP®, Jerry Korey, CFP®, and Eric Chen, CFP® have provided financial advice to all members of the family hierarchy – from grandparents to grandchildren. And if there is one thing they’ve learned, it’s that no two families are the same. Through interviews with different industry professionals, each episode contains financial planning insights and personal stories that explore the thought processes that go into financial decision-making – fro ...
 
At Evergreen Wealth Solutions we're focused on helping you build and maintain your ideal financial life. Each episode of this podcast will provide you with insights and frameworks to help you build your own ideal financial life. To do this, we'll feature members of the Evergreen Wealth Solutions team, industry experts, and successful individuals. We hope that, by telling their stories, this podcast can become a way for you to gain perspective when evaluating your own financial choices and go ...
 
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Scott are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their b ...
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
If you are a successful solopreneur, consultant, independent contractor or gig worker this podcast is for you. You'll get simple, straightforward tips to help you master your finances and action items to help you be a better business owner, a better spouse, a better parent, and ultimately a better you. Join Solopreneur finance expert, Gabe Nelson for the journey!
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
 
Preparing for retirement can sometimes feel like you’re gearing up for battle. You have to mount defenses against fees, volatility and taxes while strategizing your balance of risk vs. safety. Like going into real battle, it can be intimidating without the right preparation. But that’s why Certified Financial Planner Jeff Christian is here. He wants to provide you with the armor you need before going onto the financial battlefield. On this show, you'll learn how to plan, protect, and provide ...
 
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 ...
 
Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth. Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, ...
 
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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show series
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® highlight the benefits of getting a job in retirement. From the advantages of a Roth Conversion to delaying Social Security, learn more about how it could be a great investment for you. You'll also hear more about a podcast Nick recorded with Keith Lawrence, co-author of Your Retirement Quest.…
 
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from the YFP Facebook Group: Can I enroll in an HSA outside of my employer's health insurance plan? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group YFP 165: The Power…
 
Around the horn episode with members of the Catholic Financial Planners Network. Topics discussed are - Housing prices are skyrocketing The Vatican’s investment choices The retail investment boom Show notes for this episode - https://catholicfinancialplanners.com/7 Catholic Money Mastermind is a production of the Catholic Financial Planners Network…
 
Dr. Nick Pimlott interviews Dr. Melissa Nutik, a family physician and Undergraduate Education Lead in the Office of Education Scholarship and Assistant Professor in the Department of Family and Community Medicine at the University of Toronto. Dr. Nutik discusses the undergraduate curriculum in medical school, student interest in family medicine and…
 
In this episode I'm joined by Chris Meehan who is a Vice President for The Bancorp. The Bancorp is a business financing services company specializing in working with dental, veterinary and other medical professions. Chris has worked in the healthcare financing space for over ten years and brings a lot of personal experience and perspective to what …
 
Anthony Giuliani discusses his rapid growth in real estate investing, focusing on acquiring large multifamily investment properties with a long-term buy and hold strategy. Mentioned on the Show Join the YFP Real Estate Investing Facebook Group Bigger Pockets Podcast YFP 130: House Hacking Your Way to Financial Freedom The House Hacking Strategy: Ho…
 
ProPublica made a splash this week with their reporting on the wealthiest 25 Americans' tax returns. Let's discuss! Joshua https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax
 
Colin continues to be mystified by the Clippers who despite their talented roster lose games they shouldn’t. He shares some bad news for one NBA team that thinks they can contend for a NBA title but clearly they aren’t that close. He also advocates for the expansion of the college football playoff and what we can expect once this inevitably happens…
 
If you find yourself with too much debt, you’re not alone. America has a debt problem. The accumulation of high-interest debt is one of the quickest ways to derail your financial life, so it’s no surprise that strategies and philosophies on debt re-payment are a popular topic among financial commentators. With so many people telling you what to do …
 
In this episode, John explains why it's time for Aaron Rodgers and the Packers to have a mob-style sit down, the significance of Dak Prescott cashing in on and off the field following his season ending injury, and answers listener questions in the Middlekauff Mailbag. Follow John on Twitter and SUBSCRIBE now to get all the latest content!! Learn mo…
 
There are three distinct phases of finance that we all go through. It is not age dependent. Each phase has unique objectives that must be stressed. Always begin with the end in mind. Why are you saving? How will you get the money out? How much do you need? Based on your previous experience, current situation, and future hopes and dreams, what would…
 
Colin praises Chris Paul for his leadership and what he’s overcome in his NBA career as the Suns take a 2-0 lead over the Nuggets in the second round of the playoffs. He’s not buying the “PR War” going on between Aaron Rodgers and the Packers and shares what’s really the issue at hand here. He also explains why Dak Prescott finds a way to win on an…
 
This week on Inside the (Rob) Parker, Rob looks at the developing scandal of pitchers doctoring the ball with illegal substances, why Shohei Ohtani's 470-foot blast is the latest must see moment in a year full of them for the 2-way savant, and why O's centerfielder Cedric Mullins is Baltimore's only bright spot. Also, Pocket Protector Stat of the W…
 
Dan Graziano, Chris Canty, Jeff Saturday, and Louis Riddick discuss what Jordan Love's performance in minicamp means for the Packers. Dianna Russinni reports live on Julio Jones from Titans voluntary practices. Jay Williams discusses how the Bucks can get back into the series vs Nets. Plus, Jeff, Chris, and Louis discuss Matt Naggy's comments on Ju…
 
Rob Demovsky reports the latest on Jordan Love's performance at Packers mandatory minicamp. Dan Graziano, Chris Canty, and Louis Riddick discuss expectations for Tom Brady entering this NFL season. Kendrick Perkins and PJ Carlesimo preview Game 3 of Bucks v Nets. Plus, Jeff Passan reports on the MLB's plans to enhance monitoring of foreign-substanc…
 
Gerald and the Radio 2000 Breakfast crew discuss how our Money Habits have been changed forever. How has your attitude toward money been changed by COVID 19? For Better or for Worse --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app--- Send in a voice message: https://anchor.fm/gerald-chemunorwa-mwan…
 
Common sense is actually quite uncommon, especially when it comes to financial planning. Here are some common sense money approaches you need to know. Read more and get additional financial resources here: https://makeretirementwork.com/1372/ep-26-learning-through-uncommon-sense/ What we discuss on this episode: 1:43 – Buy low, sell high 5:36 – Don…
 
YFP Co-founder and Director of Financial Planning, Tim Baker, discusses common financial errors ranging from those made with investing, insurance, credit, and more. Mentioned on the Show Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance YFP Planning: Financial Planning for Pharmacists Mint YNAB YFP Budget Template Equifax…
 
In this episode, Doug talks with former Providence star and NBA forward Jamel Thomas on his rough Coney Island upbringing, not playing hoops until later in his childhood, transitioning into a stable environment in Rockaway, starring at the famed Lincoln High School, his relationship with Steph Marbury, their legendarily stacked AAU teams, why he ch…
 
Combining your assets needs to be discussed before marriage. We see people who keep everything separate (usually they have kids from a previous relationship) and those that combine everything. Regardless of the assets, you will have a single tax return that you should not separate. What one person does will impact the other from a tax standpoint. (…
 
#193: In the past few episodes, you've heard stories from Wealth Without Wall Street Community members regarding their journey to financial freedom with the help of IBC. Today, we have a third-time guest, Tal Simpson, sharing how it has been since the last time he was on the show. He's happy to say that he finally quit working as a corporate lawyer…
 
Colin has a surprising takeaway from the Clippers loss to the Jazz in game 1 in the second round of the playoffs. He officially announces that he is DONE with Ben Simmons and no longer considers him a true leader of a NBA franchise. He also rips into the Lions for the latest “fumble” and lack of self-awareness. Plus, Raptors head coach Nick Nurse j…
 
Guns killed nearly 44,000 Americans in 2020, a higher number than in any other year in the past two decades. Meanwhile, a spate of mass shootings in the spring brought gun violence to the forefront of the national conversation again. Susan Sorenson, PhD, director of the Ortner Center on Violence and Abuse at the University of Pennsylvania, discusse…
 
Andy Flattery, Tim Flattery, and Tom Griffin talk about how to be a good dad. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Patrick Mahoney and Skip Schweiss. Patrick D. Mahoney is the CEO of the Financial Planning Association, experienced business leader and strategist with a background across diverse organizati…
 
Life comes quickly, and the IRS has no sympathy. Unless you have a minor child, this will be the last year to file a joint tax return regardless of what time of year that you lost your spouse. Margin compression (expansion of your marginal tax rate), standard deduction amounts, RMD's, and Social Security are all issues of things to consider on top …
 
Scott and James discuss whether or not you should be saving on taxes now or in the future. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Episodes Mentioned Episode 6: To Roth or Not to Roth? Timestamps: 1:30 - Listener Question 3:3…
 
Have you been thinking about investing in cryptocurrency? Is cryptocurrency safe for your retirement plan? Before investing in anything, especially something as new as cryptocurrency, it is crucial to understand and think about its risks. Cryptocurrency is currently volatile and risky and you must be willing to lose it all when investing. In this e…
 
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