show episodes
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
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.
 
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.
 
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.
 
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
 
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
 
Join Nick Davis and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, don't hesitate to ...
 
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 ...
 
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.
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Financial Planning ...
 
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 ...
 
Hosted by top real estate agent Alan Corey and top mortgage lender Jasmine Krnjetin, the Agent Upgrade Podcast features amazing stories and interviews of how other realtors have upgraded their real estate business into well-balanced, productive and profitable careers. Alan has appeared on numerous television and radio shows across America providing first-time homeowner advice, real estate investing guidance, and financial planning and is a best-selling author and a Top 1% Agent in Atlanta. J ...
 
Find out what it means to “Retire Your Way” by subscribing and listening to Dave Lopez’s podcast. You’ll hear Dave talk about current events impacting the economy and overall retirement landscape, as well as ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. Contact Dave by calling 540-720-5656 or at info@ilgfinancial.com with any questio ...
 
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 ...
 
Across the US, from our kitchens, our boardrooms (even our bedrooms) women launch nearly 2000 new businesses every. single. day. They’re family women. Single women. Moms. Or not. They’re college graduates. High-school dropouts. Debtors. Bootstrappers. Multimillionaires. They’re women from every culture, community, and background. Now more than ever, they’re women of color, too. These aren’t the kinds of success stories you hear every day. But they should be. Helen Ngo, CERTIFIED FINANCIAL PL ...
 
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 ...
 
On Money Meets Medicine, Jimmy Turner, MD from The Physician Philosopher 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 a ...
 
Financial Life Planners Jeremy Squibb and Tom Desborough mull over the key things in life and finance which keep us trapped, unable to move forward, and stuck in a bucket. Each show is in two segments - first to get your FINANCES in order, and secondly, to make sense of your LIFE. Disclaimer: This is information, not advice and does not constitute regulated financial advice. You should contact an independent financial planner before taking action. Views are solely those of the individuals an ...
 
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing! Charles Boinske, CFA, is a national ...
 
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 Your Life, Your Money Podcast helps you thrive in life, wealth and retirement. The show is designed to navigate the complexities around money, building and securing wealth, and achieving financial independence. Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you make smart and sound financial decisions. The goal is to take complex financial subjects and make them simple and easy to understand so you can fee ...
 
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 ...
 
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.
 
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/
 
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/
 
College is expensive and the process of finding and getting into the best colleges is more complicated and competitive than ever. You owe it to yourself to become an educated consumer. This podcast will show you how to pay only your fair share of the college bill and gain a competitive advantage to beat the colleges at their own game. Subscribe and enjoy!
 
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.
 
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 ...
 
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 ...
 
Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
 
To join a peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com 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 should con ...
 
Loading …
show series
 
In recent months, my two daughters have given me a personal perspective on just how hot and how competitive the real estate market is right now. Both decided to buy homes in the Kansas City area, and both had to make unsuccessful bids on multiple houses before they were able to close on their new homes. That millions of families all over the countr…
 
Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have a collaborative relationship when dealing with SMSFs, and the true costs of running an SMSF. Tracey Scotchbrook LinkedIn: https://www.linkedin.com/in/traceyscotchbrook/ SMSF Association Website: https://www.smsfassociation.com/ SMSF Connec…
 
Welcome back to the Retirement Answer Man show. This month we have stepped away from our typical monthly themes, and instead, we are tackling your listener questions regarding retirement. Make sure to listen in July as we discuss retirement withdrawal strategies and join Tanya Nichols and me in August to discuss women in retirement. Check out this …
 
There are so many different investment strategies when it comes to how to reach financial independence. One of those strategies we talk about often are the different types of Target Date Funds. But, you might be thinking how do you know if you should use Target Date Funds? Today we will get into the details of the good, the bad, and the ugly when i…
 
“You can say you want more freedom. You can say you want more… adventure. You could want a loving relationship. But it’s not what you say you want — it’s what you actually believe.” Andrea Parker From her first day at the police academy, Andrea Parker knew a career in law enforcement wasn’t the right fit for her. Despite that, she went on to achiev…
 
Financially, what's the ideal retirement age? Are Roth conversions to the 37% tax bracket a good idea when you've achieved FAHR (financial abundance, happily retired)? Should you stop investing and start saving cash when approaching retirement? You're maxing retirement accounts, should you save to a deferred comp plan too? Is the employee stock pur…
 
Today, guest host Jeremy Schneider explains why he removed oil and gold from his portfolio. In fact, he broke one of his cardinal rules of investing to do it! He also answers a listener's question about investing money that's being saved for a home down payment. If you're a retirement investor who is curious if gold or oil (a.k.a. commodities) belo…
 
This is the “Know Better, Do Better” series born from the countless conversations two CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore, have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They want to help you gain financial confidence and clarity to control your dest…
 
Chip Ivie's real estate license number starts with a 1. So he's been around the block a minute, selling in Atlanta's in-town neighborhoods since 1994. On this episode, Chip tells us his secrets on how to have longevity through the market's ups and downs. He also gives us tips on how to turn your clients into your friends and keep in touch with them…
 
Ivy Slater is the founder and CEO of Slater Success. She works with C-Suite executives and upper-level managers to create clear strategies that impact their business. She is a speaker, a bestselling author, and host of a podcast and LinkedIn Live show. She joins Stacy Francis to discuss succeeding through a divorce as a business owner and pulling y…
 
Shelley is the Head of Education at ASF Audits, one of Australia's largest independent SMSF Auditors. She joins Fraser to discuss what happens during an audit, and what the pain points are. Shelley Banton LinkedIn: https://www.linkedin.com/in/shelley-banton-0a903a17/ ASF Audits Website: https://asfaudits.com.au/ Need SMSF support or CPD? Sign up fo…
 
Welcome to 20/20 Money! My guest on today’s show is Dr. Aaron Neufeld, OD and this is Part 2 of our 2-part conversation. As mentioned in the first episode, Aaron wears many hats in the optometry space. He’s the owner of Los Altos Optometric Group, co-founder of ODs on Finance, the author of many optometry articles, co-author of The Optometrist’s Gu…
 
Jeff, the wealthy custodian, has worked at the same school district for over 30 years. His max salary was 47K, and he has a net worth of over 1M which excludes his pension of over several hundred thousand. He is 55 years old and discusses all things portfolio allocation, the value of one's time, and the joy of simple living. Jeff also shared advice…
 
This year’s summer travel season has arrived with a vengeance. After 2020’s pandemic driven stay-at-home summer, there’s pent up demand with folks clamoring to book their getaways. As travel demand surges, prices are rising. Today, CFN’s Dennis Jablonoski and Tim Joseph, CPA, discuss several unique ways to help you save money on this year’s travel …
 
It's Friday! Today we discuss: 2:21 What do we do with Michael Burry's predictions of a crypto crash? 18:35 How do I figure out how much life insurance I need 35:45 Is Florida the best state in the USA? Enjoy! To join me next week, sign up here: https://patreon.com/RadicalPersonalFinance Joshua
 
Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a great example of what can happ…
 
It’s all about “God Timing”, in the words of our Guest for today, Chef Ajay Chopra. An executive chef turned Hotel Consultant & the Celebrity Host of the very popular show The Masterchef India & others, Chef Ajay Chopra has been redefining culinary arts since the year 2000. And now he redefines the aam aadmi kitchen with his YouTube channel- The Bi…
 
Lumber prices have skyrocketed in the last year and many people are blaming inflation for the spike. However, there are other factors that have contributed to the high price. We'll discuss a few of these facotrs and when we might see the price level out again. If you have any questions, don't hesitate to reach out. Contact: Website - https://stoneb…
 
Americans have recently paid off big chunks of their credit card bills, and it seems as though this trend may continue. Banks are starting to lose revenue. This means that banks are searching for ways to actively increase your credit card maximum. The more you have and the more you spend, the more likely you will hold a balance, and thus have inter…
 
Too many advisors in the insurance and financial industry are great salespeople but don't care about the details. Ken has an opposite philosophy. He believes that it's ALL about the details! 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 h…
 
On this episode of How Money Works, Craig and Jennifer Moser explain some of the common retirement mistakes people make and how you can avoid them. Read more and get additional financial resources here: https://maestrowealth.com/2021/06/17/ep-31-classic-retirement-planning-mistakes/ What we discuss on this episode: 1:15 – Investments with no purpos…
 
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. What we discuss on this episode: 1:29 …
 
Saving for retirement is not the same as what your parents and grandparents did. It has become harder in several ways, but we’ll explain what you can do to prepare. Read more and get additional financial resources here: http://lifemoneyshow.com What we discuss on this episode: 4:44 – Fox Business story 6:55 – Grandparents and parents 9:54 – Pension…
 
Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these parti…
 
On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on risk. Our everyday activities involve many risks we accept as part of life. But when risk becomes a fear, that’s more about feelings of uncertainty. Whether a fear of sharks keeps you from swimming in the ocean, or fear of loss keeps you from investing, Ryan and Matt attem…
 
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series. Karolina Kuszyk LinkedIn: https://www…
 
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology. Caren Hendrie LinkedIn: https://www.lin…
 
Today we're going to cover the top ETFs in Canada, specifically for Canadian investors. These findings are based on 8 experts in this field who are part of the Best ETFs in Canada Guide which is published annually on MoneySense and written by the one and only Jonathan Chevreau. In this episode, we're going to talk about what the findings were with …
 
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. Andy fundamentally believes that "if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey", and that you can’t manage what you can’t measure. Andy Fenton Linke…
 
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies. Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden. Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart…
 
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients. Conra…
 
You’ve got retirement questions; I’ve got answers. This month I’m tackling your listener questions. I’m also taking time to reflect on random thoughts I have about the retirement scene. Join me for this laid-back month with no set theme to learn the answers to questions from listeners like you. Random thoughts on the retirement scene Retirement pla…
 
The topic of kids and money is a key part of your life plan, let alone your financial plan. Teaching children to work, earn, give, save, and spend will give them dignity, agency, learning, and experience. It will make them more helpful to you, and more interesting to other adults they meet – including prospective employers and clients! You start wi…
 
You are becoming a financial guru. You have put in the work to understand your finances and all of the options you have available to you, congratulations! But there is one thing you can't seem to figure out - how to get your spouse interested in financial strategies. Together you discuss the future and what your money will be able to do for you, bu…
 
“Being an immigrant made me resourceful, made me a motivated individual. It changed my career track and the way that I view life, and the way that I’m going to teach my daughter to persevere.” -- Juanita Velez Moving from Medellín, Colombia to Atlanta, Georgia at the age of six — and on the first day of the ‘96 Olympics, to boot — Juanita Velez gre…
 
Have Social Security payments ever been cut for those already receiving them? Plus, survivor benefits, the Windfall Elimination Provision (WEP), and CalPERS. Also: what retirement accounts should you save into in what order? How should you withdraw from a brokerage account in retirement? And paying the tax on a Roth conversion, overfunding a 529 pl…
 
Today, guest host Jeremy Schneider breaks down the 5 most common arguments AGAINST index funds. Specifically, he shares how individual investors are impacted + his response as an index fund advocate. He also answers a listener question about paying off debt vs. investing. If you're a retirement saver who loves low-cost index funds as much as we do,…
 
If you’re looking for a way to separate yourself from other advisors, tax planning just might be the answer. Most people are focused on tax preparation each year but providing tax planning as part of an overall approach to serving clients, you’ll be able to provide additional value to each person you work with. The holdup for people is not having a…
 
We talk with the dynamic Skylar Brillante of Harry Norman Realty, a young upstart who takes us through how he's hustled his way to amazing success. He covers how he targets clients through old fashioned phone calls, up to 300 a day! Skylar also gives us his favorite real estate coach along with his best lead generation tips and tricks plus the impo…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login