show episodes
 
Professional network for financial advisers 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 consider speaking with a financial advisor or financial planner.
 
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
 
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The Perfect RIA

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The Perfect RIA

Matthew Jarvis & Micah Shilanski, Finance Rockstars

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The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.
 
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 ...
 
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The Successful Adviser by James McCracken

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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
 
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 ...
 
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XYPN Radio

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XYPN Radio

Alan Moore and Michael Kitces

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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
 
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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 ...
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
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The Retirement Income Wisdom Podcast

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The Retirement Income Wisdom Podcast

Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P

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Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
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 ...
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
 
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show series
 
In this episode Emma Crossick talks to Alan Moran about how important our carbon footprint is. If we care about the future and the type of world our children and grandchildren are going to be living in, then the how big is our carbon footprint question is one we should all be asking ourselves.By Alan Moran
 
Antonio Tovar is an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. He first got his start in financial planning during a tough job market caused by the coronavirus pandemic. If you are a recent college graduate that joined a large financial services firm but are wondering if it’s the right fit, this episode is for yo…
 
At age 20, when most young adults are figuring out what they want to do with life, Kim Davie became a property owner. With an avid interest in property investing, Kim turned her back on corporate in search of a more rewarding and flexible role, and naturally, broking became that profession. With an abundance of life and professional skills to suppo…
 
On this episode of New Focus on Wealth, Chad discusses the recent pullback on the stock market, noting how technology driven the S&P 500 has become. Chad then moves on to inflation and the high level of resignations around the country. Finally, Chad goes over the 7 tests to determine how ready you are for retirement. Listen now to figure out how to…
 
As usual the answer isn’t simply that you have money for a downpayment. There are many factors you should consider when thinking about buying a home. As it happens, Kirk is contemplating buying a home in Austin, but he is uncertain given the market. You’ll enjoy this conversation applying different financial principles to this big question. *“Tax p…
 
In this episode Emma Crossick talks to Alan Moran about the online tools available via the Government website. These days, more and more tools are being made available online so it’s a good idea to take advantage of what’s available. If you want to put yourself in control and have easy access to what the government has available, it is crucial that…
 
This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, sp…
 
The biggest financial threat to your wealth is not the market; it is your brain. Human behavior surrounding money varies greatly and can be fascinating to study. Allison Berger has had the opportunity to study financial behavior over the past year as she studied to become a Certified Financial Transitionist. On this episode of Financial Symmetry, A…
 
On this episode of New Focus on Wealth, Chad starts off with an analysis of the bond market and wage inflation, noting that wage inflation continues to be an issue causing worker shortages. Next, Chad talks about the risk of investing in Crypto, noting that 2022 will continue to see security issues with digital wallets. Listen now to hear what Chad…
 
In this episode, Dan chats with Graham Taylor from Hudson Rose, a boutique Mortgage Advice firm in the Cotswolds. Here, they chat about the changing face of finance and the work that Graham and his team are doing to bring financial services into the 21st century. Oh, and how he and his team have recently bought a taxi. Join us: https://www.nextgenp…
 
Matt Goren is the Program Director for the American College of Financial Services, and he joins the show today to discuss his transition into financial planning from his previous background in psychology. If you are a career-changer looking to get into the financial planning industry, this is an episode you won’t want to miss! Listen in as Matt sha…
 
When it comes to a broker’s subconscious or unconscious beliefs, the issue isn’t whether these beliefs are right or wrong. It’s their real-world impact that ultimately matters. Are those beliefs serving that broker’s personal and professional goals? Or are they getting in the way of their key objectives? In this episode of The Successful Adviser, I…
 
Today we hear from the three founders and owners of AVID Planning—a fee-only firm out of St. Petersburg, FL, that opened its doors in 2016. Right out of the gate, Jack, David, and Kevin experienced how much fun running a business can be when you do it alongside friends. The three of them met when they were all working at Edward Jones, had a stint a…
 
Jake and Kirk have discussed the increasing amount of Americans saving. They are also paying down their debt more than in the past. Does this indicate the economy is on good footing? What are the psychological reasons people are saving and what are some of the problems with this mentality. Jake and Kirk will be talking about the fear that drives mu…
 
Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew’s guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strat…
 
In this episode, Dan chats with Alexia de Brogile and Margot de Brogile from the financial education app and community: Your Juno. Here, they chat about the launch of their community, their mission to put more money into the hands of women, and also what financial planners can do to rebuild the trust amongst the younger generation. Join us: www.nex…
 
Carol Ann Casebolt is a Wealth Advisor at Martin & Company Tax and Wealth Advisors based out of Valencia, CA. She joins the show today to share what led her into the financial planning field, as well as how her career has evolved since securing her first internship. Listen in as Carol Ann opens up about her career trajectory, from starting at a lar…
 
On this episode of New Focus On Wealth, Chad answers a listener’s question on social security. Does Chad think this listener’s combination of social security and rental property income will be too much of a tax burden to allow him to live the life he wants? Next, Chad explains why he thinks I bonds may require you to jump through too many hoops tha…
 
On this episode of New Focus On Wealth, Chad goes over tax withholding and the importance of staying up to date on your tax projections as your portfolio changes throughout the year. Next, Chad discusses the unlikelihood that the government will be able to close back door loopholes for tax savings on retirement accounts anytime soon. Chad then move…
 
On this episode Jake and Kirk discuss a financial blog post about unique ways to think about money. Are the popular ways of “rethinking” money really that new and unique? What can we learn from the various ways people think about money, both typical and contrary? Tune in for a lively discussion!Here is the blog discussed: ​​https://contrarianliving…
 
At the start of every year, people are more motivated to get off on the right financial foot. This might mean contacting a financial advisor for the first time. Video recap: https://www.youtube.com/watch?v=hEB2z530-Zc So we put together a list of 5 questions we hear from those looking to hire a financial advisor. If you are considering working with…
 
Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you focus too much on something that isn’t productive or thought-out, it may actually end up hindering your growth and prosperity. So, in this episode, Matthew and Micah will be explaining how much time cert…
 
Kim Basenback is the Director of Financial Planning at Financial Services Advisory in Rockville, MD. She joins the show today to share how she became interested in financial planning, how she found the financial planning major at Virginia Tech, and how she secured her first position during a global financial crisis. Kim also talks about her career …
 
Today, Jennipher Lommen, founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer and entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of her children and explained what it was like to begin looking to enter a n…
 
In this episode of New Focus on Wealth, Chad goes over the differences between Exchange Traded Funds and mutual funds, noting that ETFs allow for improved tax efficiency while mutual funds are causing massive tax bills. Next, Chad notes how purchasing different types of assets in different types of accounts can provide attractive tax benefits. You …
 
Jenny Hood is a Financial Planner with St. Clair Financial based out of Roseville, CA. She stops by the show today to discuss not only how she first got started in financial planning, but also how she managed to find her first real financial planning position—and why she stayed in that role for over 11 years. Listen in as we discuss Jenny’s experie…
 
On this episode, Chad discusses the opinions of Bond Guru Jeffrey Gundlach and the current bond market outlook. Next, Chad lists the dangers of online retirement planning tools, noting that most online tools can’t handle the complications of retirement tax planning. What’s the current outlook for bonds? Are free online retirement tools safe to make…
 
In this episode Emma Crossick talks to Alan Moran about Crypto Currency. We have all heard about it; it certainly creeps into the news more regularly than ever before and perhaps you’re even tempted to invest in it! However, ask yourself – do you really understand it?By Alan Moran
 
2021 has been a wild ride! But like with any roller coaster, we've learned that the most important thing to do is to stay in your seat so that you don't get hurt. On this episode, we recap our views on the top 10 economic stories from 2021 and the lessons they hold going forward. 1. Social Security to increase COLA at highest rate since 1981 Writte…
 
How many clients are too many clients? This is something that varies greatly from person to person. However, if you are telling yourself that you are at capacity and that there is no possible way you could take on more clients, then you’re never going to grow your business. So, in this episode, Micah and Matthew will be sharing how to clear out tha…
 
This week we cover the Federal Reserve committee meeting, UK inflation data, Australian employment data, IGO's acquisition of Western Areas, CSL's acquisition of Vifor Pharma, and the CFPB's inquiry into the "buy now, pay later" sector. This market highlight is proudly brought to by Milford https://milfordasset.com.au/ Join the XY platform: App Sto…
 
Karly Holland is an Associate Financial Planner with Divergent Planning, a fee-only financial planning firm. Having developed a niche in tax planning, Karly joins the show to share how she got her start in the financial planning industry and how she landed where she is today. Listen in as she talks about the main functions of her role, how she adds…
 
There is an electric car manufacturer named Rivian that has recently made the news, not due to revolutionary new technology, but the fact that it has raised billions in capital and yet has barely sold any cars. Is there any legitimacy to this investment trend? Is this a good or bad sign for electric vehicles? Jake and Kirk will be discussing what c…
 
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