show episodes
 
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald is a CFP Professional, Wealth Planning and Training Business Owner. Gerald is active in the media and supports financial literacy by contributing as a published author, International Speaker, Entrepreneur, Freelance financial journalist and providing expert commentary with his own TV shows and radio spots. https://linktr.ee/GERALDMWCFP to book financial planning session with Gerald. Ge ...
 
The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
 
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 ...
 
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.
 
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/
 
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
 
This is a podcast about the financial, money, and recreational mindset needed to successfully plan for and live your best life before and through retirement. Hosted by Lawrence “Larry” Sprung, CFP®, Founder and Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
 
What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.
 
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 ...
 
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.
 
Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of McKenzie Banking Company / Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. McKenzie Banking Company / Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.”
 
Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, ...
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
 
The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
 
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their b ...
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Get free resources, learn more about the Brian and Bo, and discover what it's like to work with us at moneyguy.com.
 
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.
 
Canadian Football coverage EVERY WEEKDAY with a wide variety of voices to fit your listening needs. Monday - The Eh Block w/ Marshall Ferguson Tuesday - All-Canadian w/ Connor & Wade Wednesday - The Breakdown w/ DT & Marsh Thursday - All-Canadian w/ Connor & Wade Friday - Marsh & Melo Follow us @CFPerspective on Twitter and Instagram for all CFP updates and visit CFPerspective.com anytime!
 
The show will be focused on addressing questions on how to plan for retirement, maximize your benefits, saving inside and outside of your retirement accounts, Social Security, Medicare, and all things related to PG&E Retirement—hosted by Daniel W. Leonard, CFP®, EA. Dan is a PG&E Retirement Specialist and has 30+ years of experience in the financial industry; and since 2012, he has focused specifically on working with PG&E employees and retirees.
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
If you are a successful solopreneur, consultant, independent contractor or gig worker this podcast is for you. You'll get simple, straightforward tips to help you master your finances and action items to help you be a better business owner, a better spouse, a better parent, and ultimately a better you. Join Solopreneur finance expert, Gabe Nelson for the journey!
 
Sit down with “The California Divorce Experts”: Mark C. Hill, CFP®, CDFA® Financial Divorce Consultant; Scott Weiner, Psychologist, Divorce Attorney and Mediator; and Shawn Weber, CLS-F* Family Law Mediator and Divorce Attorney for a frank and casual conversation about divorce, separation, co-parenting and the difficult decisions real people like you face during these tough times.We know that if you are considering divorce or separation, it can be scary and overwhelming. With combined experi ...
 
Your energy, beliefs, and support systems will often affect your ability to attract vibrant wealth, health, and happiness into your life. Host, Katana Abbott, CFP®, founder of the Smart Women Companies is here to address cutting-edge topics and bring you bestselling authors and thought-leaders, so you can live with more purpose, passion, and prosperity! www.JoinSmartWomen.com Website: http://www.smartwomensempowerment.org/ Facebook: https://www.facebook.com/SmartWomensEmpowerment/ Twitter: @ ...
 
Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
 
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 ...
 
Profit Boss® Radio is a weekly wealth building and retirement mastermind for women and couples. Want the secrets to wealth and retirement to be yours? This is the place. Hosted by Hilary Hendershott, CFP®, MBA, a fiduciary financial advisor running a leading advisory firm, she inspires and empowers listeners on their financial and professional journeys by sharing real stories from real life and real people who are reaching financial success. Let Hilary be your guide as you defy the odds, tak ...
 
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show series
 
Before you make a decision on which college you'll be attending, listen to this episode because it is one you don't want to miss! For both parents and students, join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about the importance of selecting a college as a business decision. Nick and Jim also talk about the impor…
 
Dr. Vickie Hampton is a Certified Financial Planner and Department Chair for the Personal Financial Planning program at Texas Tech University. Throughout her long and tenured career in academia, Vickie has gained valuable insights and experiences, and she joins me today to share some of her wisdom. Listen in as she discusses the difference between …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. In this episode, Chloe Moore and Lisa Rosa and I discuss having more diversity inside of financial services. So if you want to understand how financial services is affected by underrepresentation of certa…
 
The NFT space continues to gain attention and Corey Hoffstein, the CIO of Newfound Research, has been researching and exposing himself to the asset class. Corey is able to provide a unique balance of quantitative perspective with the real-life experience of NFTs, DeFi, and crypto. In this episode, we discuss the opportunities Corey sees in the spac…
 
Let's talk about future-proofing your retirement plan - what if you hit a year like 2008? What's the best way to plan for the good and bad years of retirement? We'll walk you through these questions and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations co…
 
Welcome to a Rewind episode of 20/20 Money! It’s September, which means that it’s the time of year when practice owners should be reviewing their current retirement plan and determining if it’s the same type of plan that they want to have serving their practice into the next year. This was a popular episode around this time last year, so I’m bringi…
 
The annual Social Security beneficiary report was recently released and just like every other year that they release it, it has caused people to worry about their future. Social Security is a crucial, foundational element of most retirement income plans, so when you read headlines that it will run out soon how should you react? Should you go about …
 
When I run the numbers it looks like we're in good shape, so can my wife and I call it quits in three years, retire at 60, and do some traveling? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more …
 
We all have those milestones in life that we enjoy looking back on or forward to. Graduations, weddings, and births of children are a few that jump to mind. However, there are financial milestones that are also important to remember. These may not seem as exciting, but financially speaking, they are just as valuable. Mike Eklund joins me once again…
 
Do you include everything you need to in your contracts with your clients? As solopreneurs, we can often get wrapped up in everything else that our business entails and forget how important it is to have a solid contract in place. A contract not only protects you and your client but it can also make a powerful first impression. On this episode of S…
 
Marshall Ferguson (@TSN_Marsh) and Kyle Melo (@Kyle_Melo_) gather to discuss all things CFL week 7 including the Ticats offence with Watford, BC's potential, quarterbacking trends across the CFL and much more! Subscribe, download a tell a friend to help us bring you more!By Marsh, DT, Melo, Connor and Wade
 
In this radio episode, I rife on why Bitcoin matters and why veterinarians should educate themselves on the topic and strongly consider a deeper dive. I do believe Bitcoin adoption is the story of the next decade. At the time of recording Bitcoin's price was $50,137. I discuss: What is Bitcoin? What is Money? How the US dollar system works. What Bi…
 
This weekend on the show we're joined by labor economist Teresa Ghilarducci and her new co-author, Kevin Hassett (former Trump administration CEA Chair) to discuss their recently released white paper outlining a plan to help millions of Americans build retirement wealth. The duo attempt to generate a practical solution to the savings crisis, with t…
 
This week on Make It Last Victor and Mark discuss different factors to consider when mapping out your road to retirement. Potholes in retirement- what are the things you can’t see coming/can’t avoid and how do you plan around them? Utilizing the right navigation system- how an experienced attorney acts like a personal GPS. What are some guardrails …
 
We take a close look at the insurance that allows you to stay in your own home. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.…
 
This weekend on the show we're joined by labor economist Teresa Ghilarducci and her new co-author, Kevin Hassett (former Trump administration CEA Chair) to discuss their recently released white paper outlining a plan to help millions of Americans build retirement wealth. The duo attempt to generate a practical solution to the savings crisis, with t…
 
Jim and Chris sit down to discuss questions relating to Social Security survivor benefits, inherited IRAs, TIPS, and annuities. (4:30) A Wisconsin listener looks for clarification on whether someone who is already claiming Social Security benefits can postpone their benefit to age 70 while claiming a survivor benefit. (14:00) Georgette asks about w…
 
Why does starting a small business sound so "sexy" by today's standards? Social media and self-help empires make taking the leap and being your own boss sound wildly appealing, but is it really worth the risk? Let's break down lots of financial statistics about business owners, along with our best advice as small business owners ourselves. You'll l…
 
Molly Rimes is a Financial Planning Associate at InsMed Loan Advisory Services who pivoted away from a career in politics to pursue financial planning. She joins the show today to discuss her journey to the financial planning industry and what she has learned along the way. Listen in as Molly shares what it was like getting hired in the middle of t…
 
Many celebrated when the age was moved from 70 1⁄2 to 72; we did too. And not for reasons you might think. We cheered because of taxes. And no, not because you would pay more, but because we gained a few more years of good tax planning. And don’t forget qualified charitable distributions. They still have a part to play, even if your RMD was delayed…
 
With fees for the do-it-yourself investor at near zero, how do you know if you're being charged too much by your advisor? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more about your ad choices. V…
 
Retirement is a crossroads in life and we must choose a path to take. With this decision comes many questions. As the famous poem by Robert Frost details, a crossroads is a time to reflect and think over our decisions. Today, we are going to discuss three big questions that may come up when it comes to retirement and which path you should be taking…
 
We get a lot of questions about RMDs, or required minimum distributions. Some people don’t know anything about them, while others have misconceptions about how they work. Today, we’ll explain what you need to know. Read more and get additional financial resources here: https://maestrowealth.com/2021/09/16/ep-37-what-you-need-to-know-about-rmds/ Wha…
 
Being a great leader doesn’t require a person to be in a position of power. Every CRNA has the opportunity to make a difference each day by leading up. The dean of Loma Linda University’s School of Nursing, Shawn Collins, PhD, DNP, CRNA, joins the show today to talk with us about this idea of making an impact from whatever role you’re in. Read more…
 
Take early! This could be a massive mistake for many US citizens. Not only do you suffer permanent income loss, but you could be setting up the IRS to take your lunch money as well. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/Fin…
 
I work in a career that I despise and it's taking a toll on my mental and physical health, can I power through and semi-retire in eight years? Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more abo…
 
#207: Pandemic, one of the words that defined 2020 and has changed our lives in different ways. It has led to surprising discoveries and realizations for many of us, just like what happened with today's guest, an Inner Circle member, Matthew Hammond. Because his paycheck was made up of mostly sales commissions, he had to think of a backup plan when…
 
Where should you be parking the proceeds from a recent home sale? Well, that depends, will you be looking to buy another house in the near future? Have a money question? Email us, ask jill [at] jill on money dot com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
 
How should you approach helping your family members when it comes to money? When it comes to things like college planning for your kids or loaning money to family members, how should you handle money with family? We'll walk you through these questions and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the …
 
Many Americans wait until the last possible minute on April 15th to submit their taxes. Not only can that kind of delay put you in an uncomfortable position with the IRS. You may have missed the most important date of all, December 31st. Find out why the end of December might be far more important to your overall plan. Connect with Financial Enhanc…
 
Today we're talking about the surprising August unemployment numbers and why people are still unemployed and what those searching for a job should do. Have a money question? Email us, ask jill [at] jill on money dot com. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn …
 
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