show episodes
 
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).
 
Buying your first home can be one of the most stressful, overwhelming, and expensive experiences in your life. This is why we created The First Time Home Buying Podcast, to make this experience EASY and DELIGHTFUL for you. Our goal is to EMPOWER you, the first time home buyer, with all the information and tools that you need so that you can make a great decision buying your first home.
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
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.
 
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.
 
The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposium ...
 
“The Moneywise Guys” podcast is all things funny, finance + economics. Utilizing national hot topics of the day as talking points, this show is dedicated to breaking down dense financial concepts with humor and experience while providing practical financial advice for everyday people and all pocketbook sizes. With years of collective experience and unique insights as fiduciary financial advisors, this show and its rotating cast of hosts offers a fresh + humorous hour for any listener that is ...
 
Stay up to date when it comes to your personal finances, and listen to your very own financial planner, Principal of Falcon Wealth Planning, Gabriel Shahin, CFP®, AIF®, that can help you gain a better understanding of your financial situation that covers retirement, taxes, social security, investments, insurance, real estate, estate planning and anything else that involves money!
 
The hosts of Common Sense Investing have been helping their clients and listeners make sense of the markets for nearly three decades. Using a conservative, diversified, value oriented approach to investing they strive to make you a better-educated, well-informed investor. With a straight forward, common sense approach, they’ll share their insights on today’s markets, economy and financial planning topics with the belief that is just as important to protect your assets, as it is to grow them. ...
 
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to b ...
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
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 ...
 
A NEW BRAND: "Go Out And Live! with Michael Policar" explores the fact that Personal Finance and Financial Planning aren't really about money. Being smart with your financial choices is advisable, but your actual GOALS aren't really about money. They're about the things money can buy. So with a new year, and a new business (www.ngpfinancial.com), please enjoy Go Out And Live!
 
The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
 
What if you could be doing something smarter with your money that creates income now? If you’re an IT or other high-income professional who’s wanting to get ahead financially and enjoy greater freedom of choice… If you want a comfortable retirement and you know you’ll have more choices if you can do more with your money now… If you’ve wondered who else in Tech is creating ways to make their money work for them, and you want actionable ideas with honest pros and cons and NO fluff… Welcome to ...
 
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
 
RiXtrema is a fiduciary database and analytics engine for advisors that work with both retirement plans and individual investors. Products such as 401kFiduciaryOptimizer and Larkspur Executive provide extensive analytics on qualified plans in the United States. Larkspur Executive has embedded marketing tools that can reach out to hundreds of potential plan sponsors. RegBIOptimizer supports fiduciary processes and creates documentation to comply with the Security Exchange Commission Regulatio ...
 
Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...
 
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
 
A podcast by Enzo Caputo focusing on wealth management, Swiss banking, tax optimisation, international relocation, business opportunities and more. Enzo Caputo is the founder and CEO of Caputo & Partners AG (Ltd.), a Swiss Company helping international private clients. Most of our clients have bank accounts in Switzerland. All members of our team have collected professional experience inside a Swiss bank for more than 20 years and have a wide-spread network with other bankers. Such private c ...
 
Welcome to The Active Wealth Show Podcast! Your Host is Ford Stokes, Founder and CEO with Active Wealth Management. Ford is passionate about educating pre-retirees, retirees and business owners on how to retire successfully. You will learn key strategies to protect and grow your wealth. As a fiduciary, Ford is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate for ROTH IRA LADDER CONVERSIONS to help his clients reduce the total taxes they will be r ...
 
CorpCast focuses on Delaware corporate law and is brought to you by the Corporate and Fiduciary Litigation Group at Morris James LLP in Wilmington, Delaware. We’ll discuss updates from the renowned Court of Chancery and Delaware Supreme Court, share practice points, and provide insight into legal trends emerging from the First State, America’s capital of incorporation. CorpCast is a valuable resource for transactional attorneys and litigators with any level of experience. New episodes can be ...
 
Marcus and Jon have been helping people secure better retirements for over a decade in Kentucky. As fiduciary advisors, they focus on developing solid plans for their clients, rather than pitching products. The end result is a game plan that allows their clients to understand their risk, fees and income so they can accomplish their unique retirement goals. Each week they cover the impact of the financial market on retirement finances, from reducing investment fees, to eliminating taxes on in ...
 
Profit Boss® Radio is a weekly wealth building and retirement mastermind for women and couples. Want the secrets to wealth and retirement to be yours? This is the place. Hosted by Hilary Hendershott, CFP®, MBA, a fiduciary financial advisor running a leading advisory firm, she inspires and empowers listeners on their financial and professional journeys by sharing real stories from real life and real people who are reaching financial success. Let Hilary be your guide as you defy the odds, tak ...
 
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
 
Next Generation Medicine--the podcast tailor made to empower the next generation of doctors with principles of liberty. By listening, you will have a deeper understanding of why the patient-doctor relationship is central to a better healthcare system and how competitive markets unleash the creativity needed to achieve affordable, quality healthcare.
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
Needing guidance on finances, or just curious about investments? Farrall Wealth has weekly tips to help manage and grow your wealth, just click below to hear previous broadcasts! You can also tune in every Monday at 10:00 a.m. to WVLP Valpo Radio at 103.1 FM to hear Greg Farrall kick off with a market review before diving into financial topics while often interviewing special guests. Thanks for listening! Please share, review, and subscribe! Securities offered through LPL Financial, Member F ...
 
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show series
 
When you start looking for someone to help you handle your finances, you’ll often see that many financial professionals refer to themself as a “financial advisor.” Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. If you find an advisor wh…
 
Today we welcome Gil Baumgarten, president of Segment wealth Management, Gil is a 36 year veteran of the investment industry. In 2010, he jumped off the Wall Street brokerage train to start Segment, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in Americ…
 
Brian talks about headwinds facing retirees. He goes into detail about what a fiduciary is and how you can know if your advisor is actually required to act in your best interest. And finally, he introduces distribution planning, and what to consider when choosing when to take Social Security or a pension.…
 
Navigating Today's Real Estate Market - Build Your Wealth with Trajan Wealth featuring Jeff Junior In this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries talk about buying a home in this very hot real estate market. Is there any way to tell if we are in a housing bubble? Is now the best time to sell? What are the …
 
Will Richardson is a 7-figure entrepreneur, business and sales mentor, and podcaster who has been a financial advisor since 2008. After graduating from the School of Business Administration at the University of Mississippi with a degree in Marketing, Will started his professional career selling knives for Cutco, an experience that landed him a job …
 
Are we on track for early retirement and some travel? Seems like we're getting this question on a fairly regular basis, especially if there's been some health scares along the way. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodma…
 
People freak out when stock prices fall, but the occasional decline is the price you must pay for decent future retirn potential. Then, Tom and Don dive into your questions: Is it better to wait for Social Security and live off other investment? After failing to take our advice and liquidate crypto, what now? A caller disagrees with our Social Secu…
 
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Different Country, Same Bad Business Model. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe76e1eb0…
 
Karl Pillemer is a leading family sociologist and expert researcher when it comes to aging. He’s a Professor of Human Development at Cornell University, as well as a Professor of Gerontology in Medicine at Weill Cornell Medical College. Over the course of his career, he’s focused on how family relationships change over the course of people’s lives,…
 
Kyle Seagraves is the owner and Certified Mortgage Advisor at Win The House You Love. A collection of over 250 videos that help people kick home buying stress to the curb. After seeing so many clients struggle through the stress of buying their first home
 
If you've been thinking about selling the house, and you're in a hot real estate market, there may never again be a better time to pull the trigger. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn mo…
 
Denis Hachey has twenty years’ experience in business, including co-ownership of a successful multimillion dollar venture for over fifteen years. His experiences in the business world have inspired him to share what he has learned and to offer insight into how to change wishing and dreaming into a plan of action to make that dream happen. Denis is …
 
Believe it or not, we're basically halfway through 2021, which means it's time for a little "State of the Economy" with our favorite numbers cruncher and overall badass, Diane Swonk, chief economist at Grant Thornton. The Federal Open Market Committee (FOMC) unanimously voted to keep short-term interest rates unchanged and the pace of asset purchas…
 
Believe it or not, we're basically halfway through 2021, which means it's time for a little "State of the Economy" with our favorite numbers cruncher and overall badass, Diane Swonk, chief economist at Grant Thornton. The Federal Open Market Committee (FOMC) unanimously voted to keep short-term interest rates unchanged and the pace of asset purchas…
 
Most of the people selling financial products are misleading their clients and deluding themselves. Are you one of the honest brokers or "advisors?" Is your advisor telling you the truth. Then, callers want to know: Does it make sense to pay capital gains taxes on real estate or defer them? Why would an advisor suggest actively managed, complex bon…
 
This week's retirement reading is from The Street, titled Quantifying the Risk-Return Tradeoffs of Investing. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/218. Show Notes: RetireWithPurpose.com/218 Rate & Review the Podcast: RetireWithPurpose.com/r…
 
Preparing for retirement is the name of the game, but there's more to life than just saving, at some point you have to enjoy things along the way. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more…
 
Cryptocurrency is one of the most highly contested subjects in modern-day finance. Should you add it to your portfolio? Find out in today’s episode of Keep it Simple with Michael French and Adam Morse. Email us with episode suggestions and corrections at podcast@assetbuilder.com Find our show notes for every episode at assetbuilder.com/podcast…
 
Rick Van Nostostrand is a Partner and Senior Portfolio Manager at Cornerstone Investment Partners. Cornerstone is an investment boutique in Atlanta, Georgia. The firm manages "mid $2Bn" across a number of value strategies. They have a qualitative approach with a quantitative model that guides them. See https://cornerstone-ip.com/. Prior to Conersto…
 
Is it ever too late to start using the Roth function within your workplace retirement plan? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. Visit podcastchoices.com/adchoi…
 
Forget the FIRE movement, I'm all about the FINE movement, a new acronym that was sent to us by a listener. Financial Independence, Next Endeavor. Having that financial stability to be able to pick and choose your next journey. That's the gist of the conversation with our latest caller. Have a money question? Email us, ask jill [at] jill on money d…
 
Do you need to be rich to have access to the best investments? Turns out, a lot of people would answer "yes" to this question. But there's something about actively managed investments that many people don't know... and it might change their minds. Producer Rebie joins the show as we break down the details, give you some good news about your wealth …
 
Can we retire early and travel around the globe? Well, that depends on what kind of travel we're talking about. Are we talking about a week or two here and there, or something more luxurious? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by …
 
Another special episode after Don discovers that the weekend show on KOMO was not recorded. We head back to our large quantity of questions. Since they're written, utilize AI to act as readers to ask: Does it make sense to use I-Bonds in stead of tax-free bonds? What's wrong with paying taxes from an IRA when converting to a Roth? When to sell over…
 
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: S&P 500 Companies With the Most Misleading Street Earnings. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166…
 
Five reasons why tax and estate attorneys might want to recommend multiple non-grantor trusts for tax benefits for their clients. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice…
 
I think conquering your cash flow is an underrated skill. I think cash flow planning is about 75%, maybe more, of the effort needed to achieve your personal financial goals. This week, we dive into the first step of the 6 Steps to Starting Your Financial Planning with Cash Flow Planning. If you have any questions about this episode, email me and we…
 
What is the F.I.R.E. Movement? - Build Your Wealth with Trajan Wealth featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss a question that is sweeping the internet, What Is Financial Independence, Retire Early (F.I.R.E.)? Is working two or three jobs good for y…
 
Best-selling author Ben Newman is a highly-regarded Performance and Mental Conditioning Coach. Ben has worked with a diverse range of clients, from Fortune 500 companies, business executives, entrepreneurs to professional athletes in sports leagues and organizations such as the NFL and NBA. In addition to his work as a coach, Ben is also a powerful…
 
Inflation is coming, inflation is coming! Yes, that may very well be true, and if so, what does it mean for your stocks and bonds? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad c…
 
...so, Don answers a lot of your questions: Does it make sense to roll 403b plans into a Vanguard IRA? Should a 15-year old buy his dream car or settle for less? Is there a reason to move from a great portfolio of funds into ETFs? Can I-Bonds be used as an emergency fund? Would is make sense to move a target-date 401k into a Fidelity IRA?…
 
Recent headlines have people thinking more about investing for inflation. It's the most recent economic worry, but there's always something to scare or concern investors. Think about the last 16 months. We've had: COVID Crash 2020 Election Reddit/Robinhood/Gamestop Crypto Volatility Now it's inflation. But it's a good reminder that listening to the…
 
Creig Northrop has over 30 years of experience in the real estate industry. He is also the CEO and founder of Northrop Realty, a full-service brokerage employing more than 200 energetic professionals that specialize in residential real estate in Maryland,
 
I joined CBS This Morning to break down why consumer prices are spiking, what sectors are impacted the most and how long people could feel the pain in their wallets. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgood…
 
Robert Raymond Riopel is an international best-selling author, App designer, Entrepreneur and trainer. With his high energy and heartfelt style, Robert has spent the past 18 years travelling around the world assisting hundreds of thousands of people find their passion and financial freedom. He has also shared the stage with and trained many of the …
 
This weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive, tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his futu…
 
This weekend we're joined by Richard Montañez, whose upcoming book, Flamin' Hot: The Incredible True Story of One Man's Rise from Janitor to Top Executive, tells the story of a man who made a science out of walking through closed doors. Having taken a job mopping floors at Frito-Lay's California factory to support his family, Montañez took his futu…
 
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