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.
 
Benjamin Brandt wants to teach you how to retire! Listen in as Benjamin Brandt CFP©, RICP© answers the questions on the minds of the modern retiree, often joined by the top experts in the retirement planning industry. Do you enjoy Dave Ramsey and Freakonomics? Check out Retirement Starts Today Podcast. Ask Benjamin a question here: https://retirementstartstodayradio.com/ask-a-question/
 
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 ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
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.
 
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.
 
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
 
Take control of your personal finances and make better money decisions. Eric Roberge, CFP and Kali Roberge share how use your money as a tool to enjoy your life now while still doing strategic financial planning for the future. This is the show for anyone who wants to change their mindset and go from financially stuck to self-made wealth. Join in on these intimate conversations to improve your financial situation, reach financial success, and get more of what you want from your life.
 
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 ...
 
Hosts Joe Saul-Sehy from the Stacking Benjamins podcast and Bobbi Rebell CFP® from the Financial Grownup podcast break down the money headlines everyone is buzzing about- with a big twist. The show is recorded live in front of a Facebook Live audience, and they let the audience in on the action with their own comments and tips. Money lessons delivered with laughs.
 
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.”
 
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 ...
 
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 ...
 
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 ...
 
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™.
 
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 ...
 
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: @ ...
 
Preparing for retirement can sometimes feel like you’re gearing up for battle. You have to mount defenses against fees, volatility and taxes while strategizing your balance of risk vs. safety. Like going into real battle, it can be intimidating without the right preparation. But that’s why Certified Financial Planner Jeff Christian is here. He wants to provide you with the armor you need before going onto the financial battlefield. On this show, you'll learn how to plan, protect, and provide ...
 
For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week o ...
 
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 ...
 
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. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
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!
 
Hi, I’m Dominique (pronounced dah-muh'-neek) and I live in Dallas, TX! I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment. As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
 
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 ...
 
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.
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show and is divided into four sections: Bulls and Bears Market Report and Economic Update, Legislative Update, Plan Your Prosperity Ask Peggy--your opportunity to ask a question! When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that wh ...
 
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 ...
 
Certificant Connections is a podcast powered by the Certified Financial Planner Board of Standards, the professional standards-setting body for more than 83,000 CFP professionals nationwide. Each episode, CFP Board discusses the latest news in the financial planning profession, takes a dive deep into a key topic, and answers your questions about financial planning.
 
Am I managing my personal finances in a God honoring way? What does biblical stewardship look like? As a Christian, what should my view of money be? These are just some questions that you, and other Christians, are pondering day in and day out. To be frank, there aren't a lot of places for Christians to turn to get these answers AND any answers that come back are typically conflicted in some way or another. I'm Donovan Brooks, CFP®, CKA® and I'm your host. My hope is to educate, encourage, a ...
 
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show series
 
Whether if you are looking to work with a financial advisor for the first time or interested in switching it up with someone new, you'll want to listen to this episode to learn more about the most important questions you'll want to ask the financial advisor. Nick Hopwood and Jim Pilat of Peak Wealth Management highlight the top 5 questions you need…
 
Anabelle Sanko is a sophomore, CFP Student at Kansas State University and the winner of the inaugural 2020 New Planner Recruiting CFP Tuition Scholarship. Today she joins the show to discuss the family experiences that led her to pursue a career in financial planning, as well as how she balances her full-time student course load with all of her ext…
 
Over the next 5 episodes, we’ll be tackling an important series that I call The Parent Project. No parent wants to be a burden to their children, but as longevity increases with advances in healthcare, your parents may need you to help them out as they age. Are you helping to care for a parent or an aging family member? My goals for this series are…
 
The simulated shock generator for Stanley Milgram’s famed studies on obedience, artifacts from the Stanford Prison Experiment, and a curious machine called a psychograph that promised to read your personality by measuring the bumps on your head--all of these items are on display at the Cummings Center for the History of Psychology at the University…
 
Americans donated nearly $450 billion to charity last year. I joined CBS This Morning to explain the best ways to give and the new donation rules for 2020. Have a money question? Email me here. 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.…
 
In this week’s episode of Real Personal Finance, James and Scott discuss end of year tax planning. As the year comes to an end, we want to make sure your income and investments are in order. Whether you had a year of financial gain or financial loss we help you use that to your advantage, no matter your tax bracket. Time Stamps: 00:28 - Year-end ta…
 
Here comes the crystal ball! Wharton Professor Jeremy Siegel says three factors will make 2021 a good year for stocks. Millennial Money's Grant Sabatier joins us to reveal the reasons for his prediction, and of course has an opinion on what he thinks of Siegel's predictions and will he believes could drive stocks next year.…
 
This show helps advisors find a path to profitability and shares strategies to build your business. But no matter how many ideas and action plans get laid in front of you, it all comes down to whether you have the mindset to chase your dreams and believe in your own success. Most people, not just advisors, lack this ‘Millionaire Mindset’ that our g…
 
Paying off your mortgage? First, think of your investing and tax strategy. And, if you max out retirement and health savings accounts and own real estate, how else can you save? (Hint: brokerage account.) Should self-employed small business owners contribute to a Solo 401(k) or Traditional IRA? Solo Roth 401(k), or Solo 401(k) to Roth conversion? F…
 
You're in your late 30s and admittedly way behind on retirement savings, yet for some reason you're hellbent on paying off the mortgage early. Clearly not a recipe for success. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. Learn more a…
 
Today I’m excited to have Lindsay Bryan-Podvin on the podcast today. Lindsay is a biracial financial therapist, speaker, podcaster, and Plutus-nominated author. In her therapy practice, she uses shame-free financial therapy to help people get their minds and money in balance. Additionally, she's expanded her services to help therapists with their m…
 
Do you know how much it costs to run your business? Do you have a handle on your expenses? If these questions have you shaking your head or are making you a little nervous then you’ll want to press play to hear how you can take action and get a handle on your cashflow. I’m Gabe Nelson and I’m here to help you create the freedom in your business to …
 
Millennial Money's Grant Sabatier joins us to discuss the huge impact of entrepreneur and investor Tony Hsieh. He put customers first and encouraged employees to treat callers as they would their friends, creating a blueprint for online retail success.By Joe Saul-Sehy, Bobbi Rebell / Westwood One Podcast Network
 
Today’s topic is about dividends: how they are created and how they can be used. In the book, Building Your Warehouse of Wealth by R. Nelson Nash, the whole life policy is compared to a tree that grows; it can never shrink. You can find evidence of growth in the rings within the tree. And as the tree grows, it bears fruit. Dividends are the fruit o…
 
A Biblical definition of 'contentment' is freedom from anxiety or worry because my real satisfaction is based on God and my relationship with Him. How many of us can honestly say we are content with our finances? Join us today as we discuss Biblical contentment of our finances. Learn more at StewardologyPodcast.com…
 
Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers in the long-term. But with the rapid rise in growth over the last 10 years, are value stocks still worth it? Video recap: https://youtu.be/qthoQhw9IxA Today we explore the question: can value stocks still outperform in tod…
 
Welcome to Retirement Rewind! Each year I take the holiday season off from podcasting to spend more time with my family. The good news is that I prepare my favorite episodes from the past for you to enjoy. This episode is an interview with Fritz Gilbert over at the Retirement Manifesto blog. In this interview, Fritz and I discuss his new book, Keys…
 
Whether or not it makes sense to pay down the mortgage is a common topic on this show, but with mortgage rates so low, it's hard to make the case that paying down a mortgage is better than investing that excess cashflow. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joe…
 
Generally museums don't enter the high priced and sometimes high stakes world of art auctions, but lately that hasn't been the case. Today we collaborate with the head of Masterworks.io, Scott Lynn, to find out exactly why museums are moving front-and-center, and also why artwork is moving toward an asset class that more people are using to diversi…
 
What better time to binge watch a new show, or revisit a favorite, than Thanksgiving weekend? Earlier this year (pre-pandemic) I had a chance to interview Scottish actor Brian Cox, star of Succession. Cox, who plays patriarch Logan Roy on the HBO series, talks about how he’s come to understand his character, what the two men have in common and the …
 
Hans goes over the recent report released by the Department of Treasury about the status of long term care insurance in the United States. He explains what they found, what changes might be made, and what it means for you. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on Cardina…
 
What better time to binge watch a new show, or revisit a favorite, than Thanksgiving weekend? Earlier this year (pre-pandemic) I had a chance to interview Scottish actor Brian Cox, star of Succession. Cox, who plays patriarch Logan Roy on the HBO series, talks about how he’s come to understand his character, what the two men have in common and the …
 
Your financial portfolio is typically divided into three different worlds of money – banking, insurance, and Wall Street. Do you know the differences between the three and how to best utilize each to give you the best chance for long-term success? On this show, Joel will take you through the three worlds and explain each in detail. We’ll also find …
 
How do you know you're on the right track on the path to financial abundance? Consider this episode your roadmap to financial success! We walk through each step along your financial journey, explaining how to tell if you're on track, pitfalls to watch out for, and exactly what you need to do to get to the next level. For more information, visit: ht…
 
Since this episode is dropping on Thanksgiving we thought we’d do something a bit different. Instead of focusing on bettering ourselves financially, we wanted to introduce you to StoryCorps, a non-profit organization that strives to make the world better off by preserving and sharing stories, build connections and create a more just and compassiona…
 
We remind you often NOT to rely on the government to accomplish your financial plan, and that applies today more than ever. In the next few months seven government programs to help people through COVID-related issues are set to sunset. From student loans to evictions, Bola Sokunbi from Clever Girl Finance will help us detail all of them and what yo…
 
Since this episode is dropping on Thanksgiving we thought we’d do something a bit different. Instead of focusing on bettering ourselves financially, we wanted to introduce you to StoryCorps, a non-profit organization that strives to make the world better off by preserving and sharing stories, build connections and create a more just and compassiona…
 
#164: There’s an emotional component to money. Volatility is not just about returns but what it does to you personally. There’s always this question of “Is your money ever enough?” One of our favorite topics is sharing our monthly passive income report and what we’ve been doing. As we always talk about in Wealth Without Wall Street, none of it is a…
 
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