show episodes
 
FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
 
Welcome to the FarrCast, hosted by Michael Farr, Chief Market Strategist of Hightower Advisors and President and CEO of Washington DC wealth management firm, Farr, Miller & Washington. Each week Michael will have guests with insights into economics, policy, finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where the markets are going. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are of ...
 
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Advisor Group's Technol-AG podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.advisorgroup.com for additional information. Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates ...
 
In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
 
Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! _Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners._ Money & Stuff, Foundation Wealth Partners, an ...
 
Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth. Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, ...
 
It took decades of work and sacrifice to get to where you are. Mike Lester and his team have a vested interest in helping you protect your lifestyle, health, and nest egg now and in the future of your retirement. Guarding Your Nest Egg Radio Mike Lester Kristen Charles © 2021 Talon Wealth Management. All rights reserved. Mike Lester is a Registered Representative of and offers securities through World Equity Group, Inc. member FINRA (http://www.finra.org/) and SIPC (https://www.sipc.org/), a ...
 
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 ...
 
In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred ot ...
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
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EWM INSIGHTS

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EWM INSIGHTS

Paul Bertrand Ellis, CIMA®

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Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey. We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together. Most of all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® Ell ...
 
Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories. American Funds Distributors, Inc., member FINRA.
 
Strategies for your financial future. Complex topics made simple and actionable, so when it comes to your money, you're making smart decisions. The following program is sponsored by JT Financial Group which is solely responsible for its content. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA)JT Financial Group and JWC/ JWCA are unaffiliated entities.
 
Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
 
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Inglorious Finance

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Inglorious Finance

Michael Macco & Patrick Stoa

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Financial advisors Mike Macco & Patrick Stoa educate, inform and entertain listeners on all aspects of personal finance. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Macco Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.
 
Best-selling author, technology venture expert and tech investment banker Vitaly M. Golomb digs deep into the details with some of the leading entrepreneurs and executives on tech and business topics. Disclaimer: This podcast was recorded and is being made available by Vitaly Golomb solely for informational purposes. This is not financial, economic, legal, accounting, tax or other advice. The information, statements, comments, views and opinions provided in this podcast are general in nature ...
 
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 ...
 
Build your confidence with this podcast that gives every investor valuable knowledge about the financial markets and investment strategies. Subscribe and listen to weekly market commentaries every Monday from 34 year financial veteran,Greg Powell, CIMA, and his fi-Plan Portfolio Strategies Team. Combining years of financial experience, humor, and insight, they candidly discuss their current market concerns and what investors can expect for the week to come. Greg and another team members post ...
 
Taking a FINRA exam like the SIE Exam or Series 7? Achievable's expert FINRA author Brandon Rith talks studying strategy, game-day approach, and application advice for that job or university you're applying to afterwards. Brandon Rith has 16 years of experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation. Achievable is a modern test prep platform for the GRE, FINRA exams, USMLE Step 1, AMC e ...
 
Daily Market Updates podcast from Ambassador Advisors, LLC. Sources: Google Finance, Yahoo Finance, Reuters.com Ambassador Advisors is a Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ambassador Advisors is not affiliated with APFS .Information in this illustration has been obtained from sources believed to be reliable and are subject to change without notification. ...
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
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Jake Of All Trades

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Jake Of All Trades

Jake Rivas: Financial Advisor To Millennials

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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 ...
 
Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you ...
 
ESG Players Podcast is a full package podcast! Environmental, Social, Governance investing is the newest, smartest way to do your investing. This podcast is one of the most valuable resources available to you. There is no faster way to grow than to be ready to learn from other ESG players. Listen to Jonathan Kvasnik and the ESG Players, ask them questions and learn the low down! Jonathan Kvasnik, ChFC, Financial Advisor shares his expertise and knowledge to help people get their financial ho ...
 
Do you know if you are making the right decisions for your life with your money? Are your financial plans the right ones for you? Many people don't know what they don't know about planning for their financial future. In this show Mark Singer gives tips, insights and information to help guide you in making more confident decisions that fit your life. Mark Singer CFP® and President of Safe Harbor Retirement Planning has 25 years of experience in the financial services industry. In 1990 he foun ...
 
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 ...
 
Money doesn't have to be complicated. After all, it's not rocket science. Welcome to Armstrong Purselley's podcast, 'To Retirement And Beyond' with Co-Founders & Wealth advisors Brian Armstrong and Shawndi Purselley. This show will help clarify some of financial planning's biggest questions, give you advice in common language, and show you how to build an effective game plan to accomplish your retirement goals. Join us each episode as Shawndi and Brian cover things like taxes, income plannin ...
 
Wall and Broadcast invites you inside the untold, little understood stories of Wall Street. With unparalleled access to industry insiders, and hosted by an ex-spy and a former boy band member turned finance experts, we deliver insightful interviews, hilarious asides, intriguing stories, and historical perspective on this seemingly untouchable industry that touches everybody.
 
ClearVista Financial's Mark Trice, Matthew Boudreaux, and Jesse Hamilton address financial topics and strategies based on Biblical principles. www.clearvistafinancial.com Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
 
Welcome to Money Mix and I’m thrilled to be here as your Host, I’m Christine Peterson (CP)! Grandma’s world has sure changed as we’re not hiding cash in the Freezers anymore. You’ll learn updated investment Facts that you can use - this podcast is made for you! Financial freedom is possible and I am here to share important money topics that will help you be more prepared as you continue to make important money decisions in your life. Learn how to live a richer life - I believe you do deserve ...
 
Needing guidance on finances, or just curious about investments? Farrall Wealth has weekly tips to help manage and grow your wealth, just click below to hear previous broadcasts! You can also tune in every Monday at 10:00 a.m. to WVLP Valpo Radio at 103.1 FM to hear Greg Farrall kick off with a market review before diving into financial topics while often interviewing special guests. Thanks for listening! Please share, review, and subscribe! Securities offered through LPL Financial, Member F ...
 
What I learned when the SEC Securities and Exchange Commission asked me to be their Whistleblower that everyone knows at least 1 someone who admits they are scammed by an Investment Advisor who calls themselves a "broker." There is no such thing as a "broker", DOCUMENTED. Can these crimes have been stopped? Absolutely, moreso would have sent the scammer to cops, courts & jails had they been told. But no one told. I tell you why, how, what I learned that I share to make things better for the ...
 
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered in ...
 
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, ...
 
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Emotional Wealth

51
Emotional Wealth

Lon W Broske, CFS®, CFP®

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Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics Lon is able to give his opinion on what is really going on with your finances. Topics include, stock market performance, retirement savings, current events and how they impact financial climate, general financial education and tips, and much more! Investing involves risk. Loss, including loss of principal may occur. No inve ...
 
At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical t ...
 
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Wealth by Design

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Wealth by Design

Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
Meet Patrick Hayes, investment management counsel at Calfee, Halter & Griswold and your host for The Securities Compliance Podcast presented by the National Society of Compliance Professionals. A personal master class for the securities legal and compliance professional, Patrick’s passion is to help you put Compliance In Context™ by combining the technical expertise of industry thought leaders and innovators with the practical experience of doers and key decision-makers. Listen today to help ...
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
You know all those topics that you wish they'd taught you in school? Well we've got you covered. Tune in and follow along as we help you 'adult' better. Sit down with Drew and guests as they cover some of the best topics and ideas for bettering your business and quality of life. Some episodes will cover broad topics such as starting a new business, improving an existing one, creating side hustles, marketing in today's digital age, personal finance including investment decisions, and differen ...
 
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show series
 
Welcome back to the Compliance In Context Podcast! Today’s podcast features the fourth in our Lessons From The Front Lines series which focus on real-life, tough-to-tackle subjects that other industry professionals and regulators have faced on the front lines of our industry. To help guide us through today’s conversation, we welcome in Neil Maitra …
 
The small firm community, those firms with 150 or fewer registered financial professionals, came together in October to discuss and engage on key areas of concern at the Small Firm Conference. On this episode, we're taking you behind the scenes of this year's event with an abridged look at the fireside chat with FINRA CEO Robert Cook and Executive …
 
On this episode Jake and Kirk discuss some of the espoused causes of the recent supply chain meltdown and how it will affect your life. Kirk also poses a potentially unexplored reason for the meltdown. https://www.linkedin.com/pulse/kinks-global-supply-chain-from-j-i-t-j-i-c-edward-yardeni/?trk=eml-email_series_follow_newsletter_01-hero-1-title_lin…
 
Today I show my gratitude to you and yours. Hope you have a wonderful Turkey Day! Highlights Taking time to thank everyone. - 00:11 Special message. - 0:53 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financ…
 
SIE Exam Lesson 59 SECURE Act and Accredited investors This is SIE Exam Lesson 59 Audio Lessons for the SIE Exam the SECURE Act and Accredited investors you will need to have an understanding of to be able to pass both the SIE exam and the series 7 exam. This SIE Exam Securities Industry Essentials SIE Exam Sample Lesson 47 is another portion (abou…
 
In this educational episode, Trey Booth goes over the Thanksgiving Index data and tells us what the price of a Thanksgiving meal costs this year compared to last year. Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL, […]…
 
Is there a golden rule about whether you should rent or buy? I'm here to give you some food for thought as I go through some cold hard facts, as well as dive into the pros and cons of both options. ----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter…
 
Stores are crowded with people that have a plan to find the best deals on Black Friday and throughout the Christmas season. Mike reveals the financial difference it could it make if someone took similar time and effort to evaluate the fees & taxes inside their portfolio. And for a few years there’s been a “sale” of sorts on tax rates. Mike explains…
 
On this podcast we discuss if you are giving up free money without even knowing it! Plus, what’s the best corporate structure for your small business? Also, the S crop structure the good, the bad, and the ugly! Finally, the reality behind the average household debt! These topics and more on this week's radio show/podcast at https://www.nelsonfinanc…
 
Join Financial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford as they discuss giving thanks in ALL circumstances. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800) 688…
 
Approach this holiday with a healthy mindset, gain financial tips on what to look for, and set goals to make the most of 2022! [future you] Looking back on this holiday season that just passed. So what would have to have happened for you to say that you had a wonderful holiday season? (18:05) I'm a big fan of time blocking, of money blocking and ba…
 
Risk. Investments have risks. Do you know how much risk you're taking in your investments? What about your significant other's investments? Tune in to find out how you can understand the overall risk that you are taking. Highlights The email that Bill received. - 0:17 How do you figure out how much risk you’re taking in as a household? - 0:53 Bill’…
 
On this week's FarrCast, Michael Farr has an extended discussion with the ever insightful Jack Bouroudjian. It's a conversation not to be missed as Jack peels back the layers of the new normal, discusses what it's like to be an immigrant to technology, parses the structural changes happening around us -- and gives us insight into how it all impacts…
 
Will the specter of inflation and rate hikes scare investors? Will monstrous U.S. debt spook bond markets? Could the stock market be in for a frightening ride? Join us for a Halloween-inspired event as we tackle these serious questions and more. To view the webinar or attend future webinar events, visit capitalideaswebinars. This episode is availab…
 
What is does investment objective and time horizon mean and how does it relate to your portfolio and Financial Blueprint? Adam Vansant answers these questions in this week’s educational episode. Adam Vansant, AIF®, BFA™ Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL, […]…
 
On this podcast we discuss why the government is like a spouse with a massive spending problem on steroids! Plus, why a third grader would be better at managing the government’s budget! Also, the new retirement contribution limits for 2022! Finally, how do we produce better college grads? These topics and more on this week's radio show/podcast at h…
 
On the show we have discussed the growth in work from home but we have neglected to exam the harms this may cause for younger workers. As a new worker in the workforce, there are many unseen benefits to working in an office environment around co-workers. How can new workers navigate this new world and how can companies help them? *“Tax preparation,…
 
Are you open to the possibility of changing from good to great to unstoppable? Is it possible? Chris Ross proved it is as he shares his journey and success story with Bill. Chris and Bill have an epic conversation about how vision, mission, and getting better 1% every day can make all the difference in the world. He also shares his principle of bei…
 
SIE Exam Lesson 47 Margins pt 1 This is SIE Exam Lesson 47 which is the first lesson on Margins you will need to have an understanding of margins to be able to pass both the SIE exam and the series 7 exam. It involves a lot of memorization and can be difficult to absorb. Fortunately after you pass the exams you really don’t need to pay much attenti…
 
They say that it's easy to build wealth when you start young, but is that really true? Today I will show you how saving a few thousand dollars a year can pay out BIG TIME over the decades. ----------------------------------------------------------------------------------SOCIAL LINKS:Facebook: https://www.facebook.com/AaronKatsmanLC/Twitter: https:/…
 
After we share what Mike and some of our listeners are grateful for, we discuss how the Thanksgiving turkey, pies and sides are expected to cost more compared to last year. Find out Mike’s insight as to whether this is an isolated price spike due to the supply chain problems, or if we need to prepare for more inflation in 2022. Plus, as 2021 winds …
 
On this episode I had a conversation with Marc Ausman, the co-founder and CEO of Airflow.aero, which is building an aerial logistics network for same-day e-commerce using electric Short Take Off and Landing aircraft. He was Chief Strategist on the Airbus Vahana eVTOL program an early employee at Eclipse Aviation that brought to market the world’s f…
 
Excelling in your money mindset doesn't mean a big net worth. It means putting yourself in a position to make life most enjoyable to you, however you define that. The goal for today is really just for you to walk away from tonight with a better understanding of your current money mindset, and what you can change to better excel when it comes to tha…
 
Join Financial Advisor Tim Russell, CFP® and Rev. Drew Gysi as they discuss ways to financially disciple your grown children. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800) 688-5800…
 
Do you know if you could retire early? In today's Money Monday episode of the Retire As You Desire Podcast, I discuss three steps that should be considered before you retire early. Highlights Getting the question: How do I know if I can retire early? - 0:17 You have to understand your fixed expenses every single month. - 1:36 What Bill loves seeing…
 
Welcome to Money Mix and I’m thrilled to be here as your Host, I’m Christine Peterson (CP)! These EXPRESS episodes are quick vibes to get you motivated, help you stay focused on your financial future and are meant to challenge you to think about money differently. If you only have a few minutes in your day - these episodes are for you! They are ref…
 
Episode 12 of Money & Stuff Podcast Sam Rodriguez CFP® & Conor Shepard with a Roth IRA Recap - everything you need to know about Roth IRAs. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or wa…
 
Infrastructure week has come and gone, but all eyes are on inflation numbers. Michael Farr welcomes trader Jim Iuorio to talk about the effects of inflation on the commodities complex; political analyst Dan Mahaffee discusses the political conundrums facing the Biden administration; and Michael's special guest Jenny Harrington talks about longer ru…
 
The average price of a new vehicle has spiked about 25% since the start of the pandemic. Watch or listen to this week’s episode where Bobby Norman goes over the reason for the price inflation and the data surrounding it. Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here […]…
 
What’s your dream business-like? Is it a big corporation generating thousands of dollars every hour or is it simple and humble as long as you can call it your own? Business-minded people dreamt of owning their business at the beginning of their journey, including entrepreneur Brett Ruiz. Together with Bill, Brett talks about the different reasons w…
 
Americans got richer in the second quarter of 2021. How does this happen given a slowing economic growth? We discuss what a net worth is and what a household is. Why are these important for you in your planning? Jake breaks down different ways of evaluating your wealth. Jake and Kirk also discuss the federal debt and how this is related to househol…
 
“In an industry that spends its time planning for other people’s futures, only 27% of financial advisors have a continuity plan in place.” In this episode Tom Hine speaks with Maria King, the founder of Transcend Practice Management. They discuss the difference between succession and continuity planning, overcoming the fear of magical thinking, and…
 
SIE Exam Lesson 46 Macro and Portfolio Analysis This is SIE Exam Lesson 46 which is going to be covering Macro Analysis and Portfolio analysis in this lesson we continue talking about “Global” or “Macro” approach to investment analysis and add portfolio analysis. We’re going to cover analysis in great detail first starting with balance sheets and g…
 
SIE Exam Lesson 39 Analysis Income Statement pt 3 This is SIE Exam Lesson 45 which is going to be covering Macro Analysis in this lesson we start talking about “Global” or “Macro” approach to investment analysis. We’re going to cover analysis in great detail first starting with balance sheets and going on to income statements then to cash flow and …
 
I am joined this week by Ahuvah Berger Burcat, co-founder of the popular Facebook group Living In Israel Debt Free. Together we discuss what it takes to make it financially in Israel, even if you don't make aliyah with millions. ------------------------------------------------------------------------ABOUT OUR GUEST:Ahuvah Berger Burcat: Chaos organ…
 
On this podcast we discuss what you should do now that the clock has fallen back! Plus, the head of our tax department and fellow Certified Financial Fiduciary, Christina Lamb, joins us on the podcast! Also, is the IRS always right? Finally, big money mistakes to avoid! These topics and more on this week's radio show/podcast at https://www.nelsonfi…
 
If Wall Street doing so well for so long makes you happy and nervous all at once, this episode is a must listen. Mike explores if these ongoing highs are happening for the right reasons, and what to consider if you’re currently lacking investing confidence. We also discuss the current pain at the pump, and what to consider concerning commodities an…
 
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