show episodes
 
As one of Canada's youngest retirees at the age of 32, and after becoming mortgage-free at 29, Kornel interviews the top financial experts in Canada to help you optimize your investments, reduce your taxes, and help you accelerate your journey towards financial independence and early retirement. He also shares his own experiences and lessons learned in investing and as an early retiree and member of the FIRE (Financial Independence, Retire Early) movement to help you optimize your finances, ...
 
It all begins with savings and cash flow! Most people play the dangerous game of chasing after outrageous returns risking all their money in aggressive joint ventures, real estate, and the stock market. Stop what you’re doing and LISTEN so we can show you how you really can enjoy today AND can have a way wealthier tomorrow.
 
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 ...
 
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.
 
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
 
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.
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
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 ...
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
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 ...
 
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252.
 
In this podcast series, we explore how better understanding investor-client behaviors can increase your success as a financial advisor and help you Know, Engage and Grow every employee and client online. David Wolf is joined by DNA Behavior CEO and Behavioral Finance Strategist, Hugh Massie and also by Leon Morales, the company’s CRO who focuses on Relationship Management Integration
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
You’ve got a good job, you’re paying all the bills, you’ve got awesome people in your life... Now what? What else??? What next??? How on earth do you sort through all the options of fulfilling, exciting things you COULD do? You gotta’ be intentionally vicarious... Listen to in-depth stories of what other successful people are doing to reach self-actualization!
 
Canadian Couch Potato is a podcast designed to help you become a better investor with index funds and ETFs. It is hosted by veteran journalist, blogger, and portfolio manager Dan Bortolotti. Dan offers straight-up, practical advice for Canadians who want to learn more about index investing, whether they manage their own portfolios or work with an advisor. Episodes typically feature an interview with an expert on a specific investing or financial planning topic. In a segment called “Bad Inves ...
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
Welcome to Financially Ever After, where award-winning, and nationally recognized financial expert, Stacy Francis, will bring you savvy tips and words of wisdom on how to secure your financial future before, during and after divorce. For 30 minutes, every other week, you'll hear personal stories from women who have either faced or are currently facing this transition. In addition, you will soak up knowledge and inspiration from the industry’s top legal, financial, residential and mental heal ...
 
A weekly podcast that discusses Benefits and Pension, Financial Planning, Human Resource Management, and HRIS and Payroll. Based in London, On, Selectpath takes a customized approach to help every client define their goals and overcome their roadblocks. We have been in business for over 20 years and have the expert team of advisors, specialized knowledge, and industry relationships to get you to your destination.
 
The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you shou ...
 
Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad - especially when everyone seems to want a piece of your money. www.TheRealMoneyPros.com
 
Grady Wirth, CFP® acts as your guide to a smarter financial life. Learn to navigate the complex world of finance and understand how to build a foundation for financial success. Investing, taxes, estate planning, insurance, debt management, budgeting, all things financial planning. Grady will cover it all. SEND INQUIRIES TO: NetWirthPodcast@Hefren.com DISCLAIMERS: This podcast is for educational purposes only. Anything said should not be construed as advice. If you would like to receive advic ...
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
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 ...
 
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 ...
 
MONEY. It’s super personal. We’ve all got to have it. But most people would rather do anything than talk about it. Rejecting the prevailing notion that money is a measure of success, CERTIFIED FINANCIAL PLANNER™ Helen Ngo gets to the heart of women’s financial walks of life by interviewing entrepreneurs, single moms, divorced women, widows, multi-millionaires, and more in this podcast. Listen to their bold stories, learn how they live and earn, and start redefining what it means to make it i ...
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
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show series
 
Billionaire Churck Feeney has recently finished giving away his entire $8 billion fortune. In today's show, we'll talk about whether you should copy him and how you could do it. Joshua Forbes: The Billionaire Who Wanted To Die Broke...Is Now Officially Broke Where he gave his money: https://www.atlanticphilanthropies.org/wp-content/uploads/2019/10/…
 
Every 4 years it happens: an election comes along and threatens everything. Or so it seems. Regardless of how you feel about the candidates, we’re here to discourage you from making fear-based financial moves. Learn how to overcome your emotions so that you don’t derail your careful long-term investment strategy. The media won’t help you achieve yo…
 
I've received a number of requests for insight around the topic of insurance. That's why I brought on two veteran professionals to come in and answer our community's toughest questions. The entire month of October is about insurance. If you have a question, please record it at financialresidency.com/question. I'd love to get it featured on the show…
 
Today's guest is Gino Barbaro. He is a multifamily real estate investor and former restaurant owner and operator. He shares how he started in real estate, details on his first few deals, and how to get started in real estate now. Gino also discusses losing 172K on one of his first real estate deals - a mobile home park. He provides terrific advice …
 
We’ve all been there: you’re at a business conference or a dinner. You get introduced to a handful of people, you introduce yourself, you hear their names, and within two minutes, you completely forget all of them. One person who hasn’t had this problem for years is Chester Santos. Chester won the US Memory Championship over a decade ago and has sp…
 
It's Friday! Today we cover: 00:48 How to get a raise at your job. 11:55 Should I classify a 2nd house as an investment property or a second home? 25:30 Do I get a better deal on my mortgage by classifying a house as a second home? 31:15 How do I solve the tension between Saving money and Giving money? Enjoy! Joshua…
 
Questions about tax planning and tax strategies are among the most frequently asked of the team at Cordasco Financial Network. Today, Steve is joined by CPA and Financial Advisor Tim Joseph for a head-to-head comparison on ways the Trump and Biden tax plans might affect you. They discuss the candidates’ specific proposals for the estate tax, social…
 
This week's retirement reading is from Forbes, titled Do You Believe Fake News About Retirement? 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/159 Show Notes: RetireWithPurpose.com/159 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up …
 
Over the past few weeks, we have talked about the different pieces that make up our Medicare system. Medicare is a fairly complex system with a lot of nuances to be aware of. One of the things you may have noticed is that there are some gaps in Medicare coverage. Today Danielle Roberts from Boomer Benefits is back to help us understand these gaps a…
 
Ken talks about tax rates, fair tax, tax evasion, tax avoidance, tax harvesting, and much more... He shares several ideas on how to have a high annual income and pay income taxes at a much lower tax rate. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially ind…
 
In honor of all the wonderful mothers, let’s take some of their favorite sayings and apply them to financial planning. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-13-financial-wisdom-from-moms-favorite-sayings/229/ What we discuss on the show: 0:53 – Because I said so 2:21 – If you want to act like…
 
On today’s episode of How Money Works, let’s have some fun and play retirement fact or fiction. Keep in mind, as with many retirement planning scenarios, the answer is not always clear-cut because it depends on your situation. One common question we get is whether social security can be taxable. Well, it’s a definite maybe. It depends on how much s…
 
Financial planning can get really deep and detailed but that’s not always necessary for everyone. There are, however, some essential financial items that everyone should be aware of when putting together a plan. Today we’ll list out five of those and tell you what you need to know. Read more and get additional financial resources here: http://maker…
 
During the pandemic, we’ve talked quite a bit about potential positive outcomes of this unprecedented experience. One plus that I’ve noticed recently is that more people do seem to recognize the importance of having a financial plan, whether they’re just starting the process or refining some details with their fiduciary advisor in light of all that…
 
On this episode of the Dentist Money™ Show, Reese and Ryan take a look at some of the stressful money issues that retirees come up against. You spend a career planning for retirement, but retirement itself can lead to some surprisingly difficult, and unforeseen, money issues. The decisions you face as a retiree—housing decisions, family issues, and…
 
Trump signed an executive order on August 8 continuing the temporary cessation of payments and the waiver of all interest on student loans held by the Department of Education until December 31, 2020. How does this affect the way you manage your student loans? Stick around to find out. Practice Medicine Because You Want To...Not Because You Have To……
 
On this episode Jake and Kirk discuss an article by the New York Times which gives financial guidance to young professionals during this pandemic. Kirk explains some of the lessons he has learned as well. Some of the guidance given may sound familiar, but there are some profoundly new perspectives to consider. Here is the article: https://www.nytim…
 
Answering questions across the financial and retirement spectrum, with topics like when your traditional IRA is growing faster than you can convert to Roth, consolidating retirement savings, annuities, the SECURE Act and inherited IRAs, undoing SEP-IRA contributions, Roth conversions after age 72, offsetting conversion gains against tax-harvested l…
 
Crystal Levy is a Senior Associate at Lassar & Cowhey LLP and a manager at Marcum LLP. She focuses on making thoughtful estate plans for modern and emerging families as well as high net worth households. Janis Cowhey is a Trusts & Estates and Tax Partner at Marcum LLP, who specializes in estate, gift and income tax planning, as well as working with…
 
Today’s guest is Meredith Jones. Meredith is the founder of MJ Alternative Investment Research, where she provides timely research, education, and actionable insights to the alternative investment community. She’s also the author of Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too), which looks at behavior…
 
Most of us aren’t in perfect health but that shouldn’t leave us without one of the most important pieces of a financial plan. With his 30 years of experience in the insurance industry, Larry Keller of Physician Financial Services shares his top 10 common observations when applying for a disability policy with less than perfect health. Have question…
 
Today's show is a follow-up with Doc G. He originally appeared on the show in May of 2018 on episode 28. During that interview, he had a net worth of $6.5MM and now has $7.5MM. He discusses why he quit his job, when enough is enough, and what has stood out to him since. He has about 700K in home equity and money in retirement and non-retirement acc…
 
Dennis Jablonoski, financial planner on the Cordasco Team, sits in for Steve and is joined by fellow CFN Investment Team member Joe Cortese of DiMeo Schneider and Associates. They discuss the markets as we head into the final quarter of this very volatile year. With the tech sector continuing to whipsaw, the future of the pandemic still unknown and…
 
Friday Q&A show! Today we discuss: 00:30 Contractor status or employee status? 31:00 What happens with our money when interest rates go negative? 43:21 Is it really a good idea to have lots of cash on hand? 1:03:30 How should I set up an emergency escape vehicle to get out of California wildfires? 1:17:31 I used a life insurance loan as a down paym…
 
This week's retirement reading is from Kitces, titled Successor Beneficiary RMD Rules After The Death Of The Original Inherited Retirement Account’s Primary Beneficiary. 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/157 Show Notes: RetireWithPurpose…
 
Jason Butler @jbthewealthman www.Jason-butler.com www.generationnext.uk We hear why Jason had to “move on” from the firm that he founded About the emotional toll before and after exit His 3 tips for exiting a business What he would have done differently How to it make it not personal and keep the eyes on the prize.…
 
This episode is about numerous tangents: Covid-19, snippets from The Engineer of Finance, thoughts about Time Machines and so much more! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investin…
 
Even with a few months left in 2020, we’ve already experienced enough to last us a decade it seems. Along the way, we’ve learned quite a bit and looking back on that is a valuable exercise. Join us today as we reflect on a busy year and share what we know in hindsight. Read more and get additional financial resources here: http://makeretirementwork…
 
On this episode Jake and Kirk will be reacting to a clip from the Joe Rogan Experience with guest Peter Schiff. Joe and Peter discussed various aspects of the effects of shutting down the economy, from monetary effects to commercial real estate and more. You’ll be able to hear this clip from Rogan and hear Jake and Kirk’s responses and commentary. …
 
On this episode of the Dentist Money™ Show, Ryan interviews Jordon Comstock of BoomCloud, a software company that helps practices create in-house dental membership programs. During the show, Ryan and Jordan discuss the numerous advantages in-office subscription programs offer. For patients, membership services can be easy to understand—they’re alre…
 
Matt Heine is the MD at Netwealth. He drops by the XY podcast to talk about the findings in the fourth annual advice tech report. Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. J…
 
Medicare Part D has similarities and differences to Parts A and B. On this episode of our How Does Medicare Work? series, we’ll explore Part D. We’ll also discuss what Medicare doesn’t cover. How much do you know about Medicare and how it works? Are you trying to figure out how this new type of insurance will be different from what you are used to?…
 
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