show episodes
 
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.
 
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 ...
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald Mwandiambira is the Acting CEO for the South African Savings Institute (SASI). Gerald is also a former Director of The Financial Planning Institute of Southern Africa (FPI) and International Speaker. 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, Internationa ...
 
Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can a ...
 
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.
 
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 ...
 
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/
 
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
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
 
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 ...
 
If you are the parent of a college bound high school student then this podcast is for you. Our goal is to give you the information you need to SAVE TIME, SAVE MONEY, and reduce stress in the college process. We will cover all aspects of planning and paying for college including things like: What to do if you do not qualify for financial aid, student loans, FAFSA and CSS profile, merit aid, scholarships, college tax breaks, visits, ACT and SAT, college fairs, the application process, and good ...
 
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.
 
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 REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Scott are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
 
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.
 
At Evergreen Wealth Solutions we're focused on helping you build and maintain your ideal financial life. Each episode of this podcast will provide you with insights and frameworks to help you build your own ideal financial life. To do this, we'll feature members of the Evergreen Wealth Solutions team, industry experts, and successful individuals. We hope that, by telling their stories, this podcast can become a way for you to gain perspective when evaluating your own financial choices and go ...
 
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!
 
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 ...
 
Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Adviso ...
 
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 ...
 
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 ...
 
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!
 
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 ...
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Values Investors Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.
 
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show series
 
http://www.rickomarek.com/blog/8-ideas-that-help-you-manage-a-financial-windfall Talk to Ric... https://goo.gl/c3jdeO Learn more at... http://www.rickomarek.com Watch videos here... https://www.youtube.com/playlist?list=PLvLbqeCOg7FSAapjPvyJhruHoMAPMKqeC --- Send in a voice message: https://anchor.fm/ric-komarek-cfp/message…
 
On this episode of DIY Money, Quint and Daniel give advice on how to keep track of your financial life.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it's worth a listen!
 
Friend of the pod Michael Lewis is back with us this weekend to talk about his recently released book, The Premonition: A Pandemic Story. The characters you will meet are as fascinating as they are unexpected. A thirteen-year-old girl’s science project on transmission of an airborne pathogen develops into a very grown-up model of disease control. A…
 
Medicare enrollment comes with a lot of deadlines and timelines paired with penalties and taxes if you miss these. There is no reason to fear Medicare penalties, and we can assist to determine if your group coverage is creditable. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on…
 
Friend of the pod Michael Lewis is back with us this weekend to talk about his recently released book, The Premonition: A Pandemic Story. The characters you will meet are as fascinating as they are unexpected. A thirteen-year-old girl’s science project on transmission of an airborne pathogen develops into a very grown-up model of disease control. A…
 
Jim and Chris sit down to discuss listeners questions relating to Social Security, reserve funds, ACA tax credits, and leaving an IRA as inheritance. (3:15) Georgette from New York looks for advice on when to claim her own Social Security benefit and when to file for a spousal benefit. (21:00) Georgette from New York asks a second question about ho…
 
Real estate can be a huge piece of a financial plan, especially now that mortgage rates are at historic lows. We’ve gotten a lot of question for the show about this topic and today we’re running through nine different mailbag submissions that all tie into real estate. As part of our summer podcast series, we're going back to the most popular topics…
 
Wealth creation is surprisingly simple. You need discipline, money, and time. So why do so many Americans miss the mark when it comes to personal finance? The 10 stats in this episode are simple, real world reminders of how powerful a few small financial decisions can be. Keep these powerful stats top of mind to help you stay grounded, motivated, a…
 
Whether it's a settlement or an inheritance, there's no easy answer when it comes to handling a lump sum of money. 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. Visit po…
 
Marshall Ferguson (@TSN_Marsh) and Kyle Melo (@Kyle_Melo_) discuss their takeaways from the NBA Finals before snobby egotistical TV guy Marsh soaks the show in narcissim explaining his excitement for an opportunity with the CFL on TSN and finally get to the iconic Mark Lee 'have a good sleep' sign off. Use promo code 'CFL' at SawdustCityBeer.com fo…
 
There’s a popular retirement advertisement that asks “what’s your retirement number?” Most retirees agree that having a higher retirement number through saving is better than having a lower number. And while that’s true, it misses the mark about the most important retirement aspect: Retirement income. Retirement income lets you spend every penny of…
 
Today, we talk to Dr. Jay Caballero about the Rock Academy of the Performing Arts (RAPA), and the first true Rock n Roll High School in Vegas, maybe in the world, we're not really sure. Find him at CRO@rapalv.com or visit their website at https://www.rapalv.com/ https://financestheotherfword.com/links for all our socials, or call or text us @775-53…
 
Today’s Guest: Chuck Erickson, Independent Educational Consultant from College Connectors According to Chuck, independent educational consultants are “professionals that have experience and knowledge about the college admissions and application process, but are not directly connected to a specific high school or college.” As an independent educatio…
 
Before we share anything, please note that this is an emotional episode. Not only was the journey to a DNP a long and arduous one for Sharon with plenty of highs and lows that we’ll discuss, but we begin the show with heartbreaking news about Sharon’s granddaughter, Emma Kate. It’s tough to discuss but it’s important for the healing process and we …
 
Is it too risky to be in your early 50s and 100% invested in stocks? For me, yes, for you, maybe not, so let's dive in a bit deeper and discuss it. 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 mor…
 
Wade and Connor are back for Thursday with a huge episode! This week the pair welcome in Jake Bolin Moss, content creator with Cool Bet. We go through Jake's picks, opinions, and values for the upcoming season! Who does he love? Hint: Wade ends the episode on a happy note. Subscribe, rate, review and tell a friend to help us bring you more Canadian…
 
#199: How do you measure success? Many people pursue financial wealth, thinking that it will reward them with everything they desire. But money is not always the answer. What we should aim for is to become more than just a success by the world's standards. "More than a millionaire, what we really want is to become a Lifeonaire." Today’s guest is so…
 
Yes, the housing market is beyond stupid right now, but that doesn't mean you shouldn't get in on the action. That said, you want to make sure you're doing it from a position of strength, not weakness. 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 …
 
Welcome to episode 174 of Profit Boss® Radio! It’s true, I haven’t published a podcast episode in over half a year—and today you’re going to find out why! You’ll hear all about how I ended up in a complete state of burnout, and the mindset shift I had to make to turn things around. I had something brewing in my business that turned out to be a BIG …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.Today we have Andrea Koppel.Andrea is the Founder and CEO of the College2Career Academy which helps college students and grad students, of all ages, fast track their job search and build actionable game pl…
 
On this episode of DIY Money, Quint and Daniel discuss whether you should stop investing in stock to buy real estate.By Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it's worth a listen!
 
Whether you make a lot of money or a little, no one is immune when it comes to racking up significant credit card debt. And if you're not tracking your money, it's much harder to right the ship. 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 …
 
Scott and James discuss how to prioritize conflicting financial strategies. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:30 - Introduction 3:02 - Asset Location v. Asset Allocation 5:38 - International Investments 8:…
 
Now that you have decided to change your advisor, how then do you move to the next one? Moving from one advisor to another is a simple paperwork process that only takes days to be completed. You can move from one advisor to another within the same custodian, or you can move from both an advisor and a custodian at the same time. In this episode of t…
 
Rene Nourse racked up 25 years as a financial advisor in the corporate world before going her own way in 2012, founding Urban Wealth Management to serve clients with strategic financial planning alongside investment management. In addition to her numerous accomplishments (including Five Star Wealth Manager Awardee and guest commentator on CNBC’s Cl…
 
How much cash is too much in your portfolio? Ross and Dan launch from a listener question into their theory about allocation bands and how you choose to treat risk in your portfolio. They also react to Malcom Gladwell's enthusiasm for self-driving cars. E-mail us at checkyourbalances@outlook.com with your questions or feedback for the show!…
 
Derek Taylor (@DTonSC) and Marshall Ferguson (@TSN_Marsh) join to discuss who could be the Robin to Bryan Burnham's Batman in BC, the least surprising cut of 2021 training camps, cuts that make yah go.. hmm and much more. Thanks to our partners Fox 40 and Sawdust City Beer. Listen to the pod for great offers and updates!…
 
Which states are best for retirement taxes? When moving to a state with a lower cost of living, is it wise to take on mortgage debt to invest in the market? Does it make a difference if you do a Roth conversion before or after moving states? Plus, is it better to do Roth conversions with ETFs or mutual funds? Is 0% long-term capital gains a hoax? A…
 
On financial matters we are joined by "Mr G" - Gerald Mwandiambira, Financial Expert, Entrepreneur, Author And financial planner on the necessary mindset to navigate through economic and social unrest, specifically at this time. http://askgerald.co.za/# --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/…
 
My heart is set on retiring later this year, and working another year or two isn't an option, so am I okay to pull the trigger and call it quits? 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 …
 
This is the “Know Better, Do Better” series born from the countless conversations two CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore, have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They want to help you gain financial confidence and clarity to control your dest…
 
For Tuesday's episode of All-Canadian, the boys are doing a little throw back. Earlier in the year they had an opportunity to sit down and talk with Regina Rams head coach, Mark McConkey. They discuss the growth of Rams football, Sawyer Buettner's unrivalled twitter account and much more! Subcribe, leave a review and tell a friend to help us bring …
 
When pursuing financial freedom, you must expand your knowledge about opportunities to grow your wealth. But how do you do it the right way? How do you know if an agent or financial advisor has the skills and abilities to teach you how to improve your financial situation? How can you tell a real expert from a fraud? Here are a few steps you can tak…
 
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