show episodes
 
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/
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
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 ...
 
You’ve created a powerful financial asset with the Perpetual Wealth Strategy and have a sound financial team behind you. Now what? CEO Patrick Donohoe dives deep into the foundational benefits, best practices, and elevated utilizations you should be exploring as you seek to maximize your strategy’s value. Get actionable insights from tenured Wealth Strategists, and hear powerful success stories from fellow clients embarking on the same financial path. Whether you’re an active client or simpl ...
 
What matters most to you? We often hear it’s about family, faith and providing for future generations. This father and son podcast reminds you of the evening stories you hear while sitting back in a rocking chair on the front porch. The conversations are beyond talk of the stock market and more about the legacy you want to create. Truly, it’s a new perspective on how to see and enjoy this incredible land of possibilities in front of you.
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
Survive and thrive in today's economy! With over 1,100 episodes in this Monday - Friday podcast, business and investment guru Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), Will ...
 
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 ...
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
FinMar Today brings together those looking to succeed within the financial realm for firms, clients, agencies and anyone looking to leverage longstanding marketing techniques. FinMar Today looks to focus on community sourced questions so the discussions can be what you submit and you want addressed.
 
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.
 
My name is Scot Landborg – I’m here to help you Retire with your Eyes Wide Open. That means having the information you need and the clarity you deserve. It means understanding and interpreting the world as it changes. It means knowing about investments, taxes, social security, and estate planning and how they are all connected. And probably most important – it’s about living your best retirement life. The good life! Send us a listener question or schedule a consultation for more personalized ...
 
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show series
 
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…
 
In today's 10th episode, Jason Hartman talks with Dennis Kucinich, former Congressman and Democratic Presidential Candidate, as well as former Mayor of Cleveland. Dennis and Jason discuss how we may be able to fix political corruption, the demise of competition in today's society, what to do about companies growing too large, and more. But before t…
 
Inventory has been scarce in the United States for a while now, so how much longer are we going to have to wait before we see an increase? Jason Hartman looks at the numbers and sees a long wait ahead for those who are looking for the bottom to get into the market. Then, Jason looks at the everything shortage and whether we're looking at transitory…
 
Welcome to 20/20 Money! My guest on today’s show is Dr. Aaron Neufeld, OD and this is Part 1 of a 2-part conversation. 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 Guide to Financial Freedom, and speaks …
 
Today's Flash Back Friday comes from Episode 652, originally published in February 2016. Why do financial institutions exist and what is their proper role in our society? Today guest John Taft shares the original purpose and mission of the financial services industry. It may seem Wall Street is unwilling to do the right thing by aligning itself wit…
 
To talk more in-depth at some of the trends that mutual fund managers are considering for the future, we brought on Kevin Moore, principal advisor at I*financial (Jake’s CFP firm). Kevin has also worked as a mutual fund manager, so he provides unique insights into how the investing world considers these trends and why you should too. *“Tax preparat…
 
If you take the time to consider the one trait every successful entrepreneur has in common, you inevitably arrive at the simplest of answers - Faith. Faith means different things to different people. It can represent a higher power or the universe but ultimately it reflects a belief system that a greater good is working on your behalf. In this epis…
 
History works in cycles. While one cycle can't define everything, when enough cycles overlap they can point directly at what's going to happen. Mark Moss joins Jason Hartman to discuss some recent cycles that are overlapping and pointing to very specific things happening that will change the way society works. Key Takeaways: [2:05] Money always goe…
 
Tax sales are what Julia Spencer refers to as the "wild west of real estate". Listen in as she tells Jason Hartman why that is. Julia explains why tax sales are so appealing, some of her success stories, things to watch for in the industry, and how you can get involved. Julia and Jason also dive into the current real estate market. The two look at …
 
On this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. Ted joins us back on the show to talk about an albeit abstract concept that may not seem like it has direct financial implications: constraints in our lives and how we deal with them. We tag team this topic as we cover the concept of constraints from the personal, professi…
 
Today's Flash Back Friday comes from Episode 512, originally published in May 2015. Jason invites his top investment counselor, Sara, to the show. Jason and Sara share their thoughts on the Memphis market and what potential investors might expect. Sara also lists the importance of having the right mindset when investing in a C property and Jason gi…
 
Jake and Kirk have done multiple shows discussing what they think the future of the hybrid workplace will look like. In this episode, they discuss how this is actually starting to take place. In a recent Financial Times article, author Emma Jacobs, explains how businesses today are starting to change their policies and structure based on a hybrid m…
 
Should parents involve children in finances? Are there different rules for younger children versus older children? We’ll explain what considerations when it comes to sharing with your kids. Read more and get additional financial resources here: https://lifemoneyshow.com/podcast/ep-7-how-to-teach-your-kids-about-money/464/ What we discuss on this ep…
 
One of the most important things you can do when analyzing real estate deals is standardizing your data. Jason Hartman takes today's episode to break down the pro formas you'll find listed on his website and explain the concepts behind it. Key Takeaways: [2:02] It's crucial to get back to the fundamentals [5:09] Tomorrow, June 3, 2021, at 5pm Pacif…
 
After touching on a young listener's incredible journey and exploring what's happening in the import/export business with China, Jason Hartman explores Memorial Day. So many have given their lives because of their belief in our country. There's a good reason for it, and Jason dives into why it's a country worth the sacrifice they've given. From the…
 
Hello 20/20 Money community, welcome to a “holiday week repeat.” Given that this episode is coming out on Memorial Day, I wanted to hold off on releasing a new episode and bring back a recent episode that seems to have struck a nerve with practice owners, and that’s the importance of practice owners “defining your number.” I had this conversation w…
 
Today's Flash Back Friday comes from Episode 755, originally published in November 2016. Jason’s guest James Dale Davidson is the co-founder of Agora Publishing, the Founder of the National Taxpayer’s Union, co-editor of Strategic Investment for the Sovereign Society and founder of Newsmax. He is the Author of the best selling books Blood in the St…
 
With current interest rates low and a housing market that is hot, this week we host a lending professional who shares the latest information on mortgages and refinancing. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy chats with Mortgage Loan Officer Cori Scherer about the current climate of the mortga…
 
There is a new trend where investors are desiring more than mere "financial returns" from the companies that they invest in. Now, some investors want a good return and that these companies are held up to their values. These are ESG investments (Environment, Social, Governance). Is this new movement a true change in the way companies operate or is i…
 
The current lending requirements are squeezing a lot of potential home buyers out of the picture, causing a new version of shadow demand. And that's not the only thing creating shadow demand. Jason Hartman takes some time and delves into what is causing EXTRA pressure on housing demand and prices that could add even more fuel to the housing market.…
 
Today's environment is as inflationary as anything we've seen since 1996. The pressures that are being put on prices is astronomical, and it's showing itself more and more every day. Investment property rent is one of the things that we like seeing increase during this time. Then, for the 10th episode, Jason Hartman talks with Lisa Cron, author of …
 
On this episode of 20/20 Money! My guest on today’s show is Dr. Rich Zimbalist. Rich (who’s been on the show in the past) is a practicing OD with the VA in Columbia, Missouri and has turned his passion of website design into a business of helping optometrists around the country grow their practice through website design search engine strategies. I’…
 
Today's Flash Back Friday comes from Episode 421, originally published in October 2014. Investing guru, Bryan Ellis, editor of Bryan Ellis Investing Letter, joins Jason Hartman on today’s Creating Wealth Show to discuss some of the common pit-falls of investing, as well as to give some indication of the potential foreclosure rate. They consider the…
 
On this episode Jake and Kirk discuss some of the ways that mutual fund investors think the world will look like in 2030. A major part of investing is looking to the future. Often we can be completely wrong about the future, particularly when we are viewing it too specifically (e.g., what specific companies will succeed or fail). But from a broad p…
 
Let’s dive into financial literacy and the three traits of money you want inside your portfolio. Do you know what they are? On today’s episode, we’ll share the traits of money that and how they affect your portfolio. Read more and get additional financial resources here: https://lifemoneyshow.com/podcast/ep-6-three-traits-of-money-in-financial-plan…
 
Experience brings insight and this certainly holds true in financial services where legacy professionals offer a unique ability to see the matrix and understand the past, present, and future of the industry in a way only they can. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Bill Walsh, Regional Market Manager and Senior…
 
Just because you work for Jason Hartman doesn't mean you're automatically investing in real estate. Today's client case study is Brittney, who you've heard on the show before. This time, however, after 13 years of working for Jason, she's coming on as a client. Listen to Brittney's story about why she bought, where she bought, and the fantastic new…
 
Sam Brownell, CVA, CFA, Founder of Stratus Wealth Advisors, a financial planning and wealth management firm that specializes in succession planning and helping independent business owners maximize the value of their business, talks with Jonny Swift about how successful business owners have actually survived and thrived throughout the COVID-19 pande…
 
We have gone from an Everything Bubble to an Everything Shortage. The problem this time around is, there's nothing our central bank can do to handle a supply shortage causing prices to rise. Jason Hartman examines the issues currently facing the housing market, and how it's going to impact it not just today, but in the months and years to come. How…
 
On this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders of iCare Advisors. If you missed last week’s interview or this is your first time checking out 20/20 Money, please go back and check out last week’s interview. You don’t need to listen to that one first to gain value from the rest of our conv…
 
Today's Flash Back Friday is from Episode 389, originally published in July 2014. Jason Hartman and his mom discuss their long road trip through several markets including Cleveland, Cincinnati, Columbus, Nashville, Birmingham and Dallas. You’ll learn about the “minimalist management” philosophy in creating bulletproof rental properties that require…
 
The last eight years has brought some of the craziest weather conditions insurance agent Nick Klein can recall. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy chats with Nick about changes we can expect in the insurance industry. Together, they examine deductibles, shopping rates, umbrella policies, li…
 
For advisors considering a transition, many factors come into play as they navigate that decision. From industry trends to their own goals and vision for their practice, advisors need to consider every angle in order to ensure they find the right firm partner fit for their long-term business vision. In this episode, Elite Consulting Partners CEO Fr…
 
Jason Hartman takes today's episode to explore what is goign on in our country in regards to inflation. We're being told it's fairly mild, but if you look around you'll see that we're clearly not being told the whole truth. EVERYTHING is increasing in cost. Then Investment Counselor Adam talks with one of the network's lenders about what rates are …
 
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