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Best Fiduciary podcasts we could find (updated May 2020)
Best Fiduciary podcasts we could find
Updated May 2020
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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 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 ...
 
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. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
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.
 
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!
 
Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts ar ...
 
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. ...
 
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 ...
 
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 ...
 
The Retirement Years on 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 a ...
 
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
 
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.
 
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 ...
 
Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show and is divided into four sections: Bulls and Bears Market Report and Economic Update, Legislative Update, Plan Your Prosperity Ask Peggy--your opportunity to ask a question! When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that wh ...
 
Let's talk trading. Especially how to trade options for income. Whether you want to trade for a living, have a side hustle, or make extra monthly income from stocks, this is the place. We are here to help individual investors learn to trade options in a way that is simple, fun and profitable. The goal is to help you achieve Freedom. Financial freedom so you have no more worries about making ends meet and so you have more than enough for safety and security. Time Freedom so you can do what yo ...
 
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 ...
 
Trusteeship Radio, the podcast from the Association of Governing Boards, provides perspective on the issues facing the nation's universities and colleges. Through insider insight and expert analysis, Trusteeship Radio (formerly Higher Education Nation) helps leaders in this vital sector advance the public trust in higher education.
 
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 ...
 
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
 
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 inv ...
 
The Knowledge. Shared podcast from Janus Henderson provides timely views on market events, insight on global economic and market drivers, which themes are reshaping our world and how investors can benefit, as well as the latest thinking from our investment teams. At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
 
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.
 
Values Investors Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.
 
Claiming financial power is not about hoarding money. It is about understanding how money works and using it to help you live your life, on your terms. We were taught, as women that relationships and responsibility to others are more important than responsibility toward ourselves. At times we have allowed others to think, talk and act on our behalf rather than solving our own problems and taking control of our own lives. You, as a woman, are determined to have a voice and to make responsible ...
 
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.
 
The CPA Wealth Advisors demonstrate the importance of developing a retirement action plan to maximize income, legally reduce taxes in retirement with strategies to keep your hard-earned dollars in your pocket. Your #1 goal in retirement is to stay retired. You don’t ever want to be in a position where you’re FORCED to return to work or become a burden on your family. That’s the worst-case scenario. How do you STAY retired? The answer is having a thoughtful and comprehensive retirement game p ...
 
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show series
 
When you are traveling this Summer, if you are staying in a hotel, it's important to stay safe. Clark tells you how to do that. An awkward and opaque letter will be coming to investors in the coming weeks. Clark bring some clarity to what this fiduciary disclosure means. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
A new rule by the SEC comes out next month. It’s called the Regulation Best Interest Rules and it is supposed to help reduce confusion about professionals who help manage peoples’ finances. The rule goes into effect in June. Currently anyone can call themselves an advisor. Under the new rule only fiduciaries can do so. A fiduciary is someone who is…
 
When choosing a financial advisor to handle your life savings, you want to make sure they are a perfect fit. You want them to keep your best interest in mind and some are required to do so. However, there are others that do not have that legal obligation and and only want to sell you specfic financial products. Today Steve Davis discusses what a fi…
 
You know we like to keep things pretty simple here in the Jill on Money universe, that's why you don't often hear us talk about options trading. Is it doable? Yes! Does that mean you should do it? Well, that depends. 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 Go…
 
Ready to be shocked? While researching a Seattle area "fiduciary" advisor, Don discovers that they seem to care less about making money for their clients than they do for themselves. They charge huge fees, sell commissioned securities and insurance, and make 20 times more on their clients' savings account then do their clients. Plus, the market is …
 
Delivery services cost small businesses money. So many are opting to ditch the delivery services and Clark discusses how you can continue to support them. Using app like Venmo and Cash app are great for paying people that you know. But scammers are using these apps to swindle people out of their money. Clark tells you what to watch out for. Learn m…
 
Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 309 of the Mullooly Asset Podcast, Tom, Brendan, and Tim discuss a handful of articles that revert back to one main theme: what is your money actually for? Figuring out what your money is really for can make investing, saving, and so much more eas…
 
An emergency fund and an increase to your savings rate can change everything about your financial life. It will give you the security and flexibility you need to hit those financial goals and have room to dream! In today's episode, we teach you practical ways to find and save an extra $6,728 per year! For more information, visit: https://www.moneyg…
 
Do you and your spouse fight frequently about money? Are you on completely different pages when it comes to spending money? Do you feel like you’re being heard? You should start the conversation now by having regular meetings with your spouse to discuss your financial plan. If you’re ready to win with money in your marriage, listen to this episode …
 
This week's retirement reading is from Forbes, titled 4 Reasons Your Taxes In Retirement May Be Lower Than You Think. 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/135 Show Notes: RetireWithPurpose.com/135 Rate & Review the Podcast: RetireWithPurpos…
 
This week, I am happy to share my conversation with Tom Clark, ERISA Attorney and COO of the Wagner Law Group! Tough to put a nice bow around this one, as we delved into a host of issues retirement plan sponsors face in the wake of COVID and as people start planning for their businesses to reopen. We hit on plan design issues, employee education, f…
 
Today, I wanted to talk about creating a quarantine playbook. Obviously this corona thing has changed things. Everywhere you look, people have been affected, and we've been doing podcast episodes about this for a few weeks. It's on top of everybody's mind. It's what everybody's thinking about. It's affected, everybody. And luckily now we've gotten …
 
This episode focuses on the problem of non-traded, illiquid investments. They have few benefits and a huge number of detriments. They should be avoided at all costs. We talk with a caller about the difference between the simple portfolios we suggest on the show and the more complex portfolios we create for our clients. We help another caller with s…
 
Recently I had the honor of participating in a video conference with CEOs and small business owners in the greater Kansas City area where we shared our perspectives on how to reopen our local economy safely and effectively. The organizer of that call was our region’s advocate at the Small Business Administration, and my guest today, Adrienne Vallej…
 
Not only are millions of employees being laid off and furloughed, but many are also being offered early retirement packages. If that's you, should you jump at the offer? 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.…
 
Cobra benefits are going to be offered to you if you lose your job in many cases. But those benefits can be EXPENSIVE. Clark discusses what the decision to get Cobra should entail. Should you go back to school in the Fall? That's a very real question. You might not be getting what you are paying for if Zoom calls are the likely classroom. Learn mor…
 
My good friend Ashby Daniels wrote a book about Medicare. Unlike most medicare writing, this is written in plain English, and allows the reader to really understand what the author is saying. This week I share my takeaways and why I think it's important for everyone to know a little something about Medicare. Questions? Email me: Mpolicar@hightowera…
 
In this episode, we’re exploring the unexpected ways that aging affects our happiness. If you do a Google search for the word “midlife,” you’ll instantly be greeted by the autofilled word “crisis.” It’s a time when almost everyone asks themselves, “Is this all there is?” and finds themselves facing new challenges, both internally and externally. Ho…
 
With all of us working from home, are there any deductions we should be looking out for when tax season rolls around next spring? I've been waiting for that question to hit the inbox :) 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.…
 
Walmart just launched Walmart Express which promises 2-hour delivery. Many people assumed that home prices would fall as a result of the pandemic and increased unemployment. But home prices have actually gone up. Clark explains. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Clark Howard
 
We are expanding our radio show! How is the impact and the shutdown of sports is affecting our economy? Unfortunately, tough times bring out the biggest scams. Listen in to find out what new scams are taking off. The tax issue and changes with the payroll protection act. These topics and more on this week's radio show/podcast at https://www.nelsonf…
 
Today’s guest is John O’Leary. John is an inspirational speaker, blogger, and podcaster, as well as the author of On Fire, a national bestseller. At the age of nine, John survived a fire that burned 100% of his body and left him with a one-percent chance to live. He fought extraordinary odds, won, and now lives his life driven to help others live m…
 
In honor of the Memorial Day holiday, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. Bill was the man wh…
 
If you want to hide money from the taxman, don’t do it with a Swiss bank account. Switzerland is the most dangerous place for criminals as anti-money laundering laws are very severe. You will blow up. You have to go out of the banking system to hide money in Switzerland. Many people created a Dubai company and fabricated a false residence in Dubai …
 
In honor of the Memorial Day holiday, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. Bill was the man wh…
 
The post #ItzOnWealthTech Ep. 50: Why Advisors Should Love Regulation with Ian McKenna appeared first on Wealth Management Today and was written by Craig Iskowitz. "Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for techn…
 
In honor of the Memorial Day holiday, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. Bill was the man wh…
 
One of humankind's biggest flaws is our overpowering need to see into the future. Out innate need for prospective prognostication gets us into a lot of trouble and yet we seem unability to recognize the futility of this pursuit. Plus, why isn't the Talking Real Money podcast more popular? Don thinks he has the answer. Finally, what's wrong with FIR…
 
Some restaurants have come under fire for charging Covid-related surcharges. But the revenue is down and expenses are up for most local restaurants. Clark Stinks makes a return to the show this week! If you have a Clark Stinks to share go to Clark.com/ClarkStinks. Learn more about your ad choices. Visit megaphone.fm/adchoices…
 
Mutual Funds vs. ETFs: is this the showdown of the century? While it's fun to pit things against each other in friendly competition, we believe both of these funds can be used for good. Mutual Funds and ETFs can be super friends, but you must understand the pros and cons of each and how they impact your unique financial situation. Let's unpack what…
 
This week's retirement reading is from CNBC, titled Your Financial Advisor May Not Actually Be An ‘Advisor’. 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/133 Show Notes: RetireWithPurpose.com/133 Rate & Review the Podcast: RetireWithPurpose.com/rev…
 
Mullooly Asset Management - Fee-Only Fiduciary Investment Advisor Financial Planner in Wall, NJ In Ep. 308, Tom, Brendan, and Tim discuss how the initial jobless claims number is calculated, why the number is “fluid”, and what – if anything – it means for investors moving forward. They also discuss the state of the mortgage market, and what low bon…
 
At-home exams for life insurance are starting to become the norm instead of being the exception to the rule. Buy life insurance on the internet in order to avoid the hassle. A lot of hiring isn't going to take place on the giant career websites. Look to horizontal job platforms for sector-specific job opportunities during the recovery. Learn more a…
 
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