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.
 
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.
 
Get Financially Fit! Listen to The Financial Physician every Sunday morning at 6-8 AM ET and get answers to all YOUR financial questions . Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 37 years and specializes in senior financial issues.
 
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
 
An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
 
Certified Financial Planner and money whisperer, Barbara Ginty, helps her guests through all their financial stresses and goals, giving out constructive feedback, advice, and let's face it, a little therapy too. If you're unsure about finance and savings, tune in and learn how you can work towards becoming a financial rockstar, which is all Barb wants. And probably your parents, too.
 
Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
 
Call In Financial Talk Show hosted by Financial Advisor Jayson M. Thornton, CFP. Pocket Watching with JT is all about giving you smart money tips to help you reach your financial goals! Jayson M. Thornton, CFP is a Financial Advisor specializing in Tax and Financial Planning. He earned his Bachelor’s Degree from Missouri Valley College and his graduate certificate in Financial Planning from Howard University School of Business. CERTIFIED FINANCIAL PLANNER™️ professional https://www.pocketwat ...
 
T
The Retirement and IRA Show

1
The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Unsubscribe
Unsubscribe
Weekly+
 
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 ...
 
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.
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
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/
 
The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way. CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians. The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
 
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
 
Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth, if you work at or retire from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm that is dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagem ...
 
F
Financial Autonomy

1
Financial Autonomy

Financial Independence through an Australian lens

Unsubscribe
Unsubscribe
Weekly
 
Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
 
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 ...
 
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 bitcoin. 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 inves ...
 
*Named a Top 4 Money Podcast says the New York Times* Hosted by Shannah Game, Money Wellness expert, Certified Financial Planner™, and entrepreneur, Everyone’s Talkin’ Money is an independent podcast that is committed to telling money stories that are relevant, inclusive, and forward-thinking. Formally the Millennial Money podcast, Everyone’s Talkin’ Money is the place to learn all those things about money that no one ever taught you. Through life-changing conversations, you’ll get rid of th ...
 
If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
 
Planned Solutions is an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guide you to a secure financial future. At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar with the rang ...
 
Wealth Creator Radio – a place where you can get straight-forward advice on how to plan for a secure and comfortable retirement without the jargon, confusion and high-risk strategies of most financial shows. Eric Heckman is a Certified Financial Planner®, a Registered Tax Return Preparer, founder of the non-profit Financial Knowledge Institute and author of Worry Less Wealth. Eric answers financial questions submitted via the form below or by phone at (408) 297-9800. Learn strategies for tod ...
 
R
Retirement Plan Playbook

1
Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

Unsubscribe
Unsubscribe
Monthly
 
Financial and retirement planning guidance from the team at RPA Wealth Management. Join president Brent Pasqua and CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk each show for helpful conversations about money, life and retirement. Listen to this show and you'll be sure to have an excellent Retirement Plan Playbook.
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
Welcome to the Max Finance Podcast, where a certified financial planner and a personal finance geek discuss how to make intentional decisions that maximize your money and achieve your goals. Hosted by Loren Heiman and George Galat, CFP. We’d love to hear from you. Send feedback to feedback@maxfinance.com or email us directly at george@maxfinance.com and loren@maxfinance.com
 
Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
 
Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and th ...
 
Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels unclear or ...
 
Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
 
Welcome to Dare 2 Dream with Dr. Nicole! On the first and third Mondays of each month, I am going to take on-air questions from anyone interested in improving their financial position in life. As a Certified Financial Planner™ and a 9/11 World Trade Center Survivor, I’m an advocate for those who’ve experienced trauma in their lives. In this podcast, I will work with you to create strategies and actionable plans to help you succeed financially.
 
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 ...
 
Hi. I’m Shaun – I am a certified financial planner, and I obsessed with relationships… financial ones, that is. I like finances, and I like talking. So, welcome to The Most-Hated F-Word podcast! What’s the F-Word? FINANCES of course! This is a personal finances show who’s mission is to focus on the intersection between our minds, our money, and what matters most. We will redefine the concept of retirement and find out what true financial independence really means. Together, let’s fall in lov ...
 
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
 
Emotional Balance Sheet is a show focused on working parents and families who are struggling to balance the pressures of multiple financial priorities and life transitions. It is a guide to help you manage life, money, and multiples. Each episode we’ll provide insights on successfully sustaining an active lifestyle, career, and family through comprehensive wealth management strategies, financial education, and lifestyle planning specific to parents raising twins, triplets and more. Your Host ...
 
This is the show where all things technology and personal finance collide. Hosted by CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd Malcolm Ethridge, this show seeks to shake up the traditional approach to personal finance and make concepts such as budgeting, investing, tax planning, stock options, real estate, and insurance (just to name a few) more accessible to the tech community. Once referred to as the “Stuart Scott of personal finance,” Malcol ...
 
Welcome to Taming the Hustle... or Something of the Sorts. This informative yet entertaining show hosted by Certified Financial Planner René Boudreault along with marketing and advertising Guru Darryl Boulley. Together, they share a mixture of financial guidance, advertising and marketing tips, business ideas, and a lot of humour and real-life advice... and usually an embarrassing life moment along the way.
 
Don’t Retire… Graduate! Is the podcast that asks what you want to be when you grow up so you can graduate into retirement with a passion and a purpose. Hosted by Certified Financial Planner Practitioner, Eric Brotman, this show will explore different methods for saving money, paying down debt, raising financially literate children, growing your wealth, and reaching financial independence–whether you’re 35 or 65. Retirement is not the absence of work, but the absence of needing to work. So jo ...
 
What if it’s not too late? What if you truly can Retire Confidently? I’m Telton W Hall, Certified Financial Planner, and best selling author of The Secure Solution: Creating a High Quality Retirement in a Low Interest Rate World. My team and I have engaged in thousands of retirement planning sessions with middle and upper middle class Americans -people like you, with their own unique fears and families, their own messes and successes, and they have done just that – Retired Confidently. If yo ...
 
"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTI ...
 
By Jae Oh, Certified Financial Planner, author of Maximize Your Medicare. Contributor to thestreet.com, finstream.tv and more. Simple reason for the rename: Medicare is only the tip of the iceberg. You'll get personal finance tips for all ages and situations. The topics are serious, but I'll always have time to smirk, mainly at myself. YouTube Channel: https://bit.ly/3L1cjXJ Newsletter: https://bit.ly/3u8TR8s Email: jae@jaewoh.com Be sure to subscribe on Apple Podcasts, Spotify, Google Podca ...
 
Loading …
show series
 
As busy healthcare professionals, we are very good at caring, treating, and healing others. However, how good are we are managing our own personal finances and planning for financial security? It is really a rhetorical question. We really are not. We should be good at it and educate ourselves. This however does not exclude needing the help of a pro…
 
Welp, Heidi is back from a great trip to Nashville for the Ed Slott conference with updates galore! Today, Dennis and she will refresh your memory regarding: IRA beneficiary form mistakes to avoid; estate as retirement plan beneficiary; choosing a charity as a beneficiary; and spouse and non-spouse beneficiaries. Next up, they will discuss health c…
 
Today I’m talking about the case for (and risk of!) deflation. Specifically, I'm covering: What deflation is How deflation impacts our economy Why it’s a risk we should be considering If you’re ready to learn about the often-overlooked risk of deflation, you're going to enjoy this episode. *** 📊 Get Your FREE Retirement & Tax Analysis ✏️ Grab the e…
 
We keep things light as René dives in and simplifies the complex financial aspects of divorce. Then Darryl provides us with an informative list of myths and mistakes often made when marketing a business that you could be making. And as we discuss the importance of water health we learn why Darryl's water intake drives René crazy.…
 
Bobbi shares her interview with Lacey Langford on the Military Money show. Topics included common mistakes and bad habits to avoid, finding balance in your approach, creating a healthy family ecosystem, and protecting your own retirement. For more information, visit the show notes at https://www.bobbirebell.com/podcast/…
 
With $20,000 tied up in CDs earning next to nothing, is there something better I should be doing with the money, even if it means blowing out of the CDs? Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
 
Half A Million New Jobs & CPI Data Is Next Video Link to this Episode: https://youtu.be/I5yzE1I__4c Topics: a. Democrats Agree Medicare b. Part D Premiums Lower in 2023 c. Jobs Runnin' Hot: CPI Up Next Annuities: https://youtu.be/rpsiic6lP6A Life Insurance as Retirement Planning Tool: https://youtu.be/i7IyBD6xBkg CONNECT: 🔥 Subscribe to Jae's Corne…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD. Last week was part 1 of our two-part conversation on all things related to practice transitions. We talk about practice transitions from both the buyer’s and seller’s perspective and talk about the entire life cycle of the process. Today’s episode is Part 2, and…
 
We're featuring one of my favorite vault episodes from 2018 that was a listener favorite. I hope you enjoy it! All personal finance experts can agree on one thing – starting to save early will almost always help you reach your lifestyle goals quicker and with more ease than those who wait longer. When you think about your savings there are two ways…
 
Telton hosts Claudine Sweeney or "Coach Claudine." They discuss the power of thoughts and how to think ON PURPOSE. Claudine is a master life coach and can be reached at claudinesweeney.com. Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World Telton W Hall, CFP® is a husband, father, retirement planning expe…
 
Don't be one of the 50% of Canadians who don't have a will and leave their fortunes in the hands of the courts. This week we talk about the reasons you need a will so you can continue to take care of the people you love even when you're gone. If you live in British Columbia, let us help you take care of the people you love and visit braunfinancial.…
 
I have heard of the CDA account many times. It did not register with me until the third time. Then, it hit me like a ton of bricks. Do you know about it? Do you understand it? It is a very powerful estate planning tool for incorporated professionals. To leave me feedback of comments, please email me at hmfhd2020@gmail.com…
 
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we ca…
 
Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Soci…
 
On today's Q&A show we cover: 1:56 - How can houses and retreats play a role in the vision of a family life? 29:44 - How can I know if individual stock investing is right for me? 41:30 - Can you help this Ukranian immigrant currently in North Carolina? 47:14 - How can I get over my past financial mistakes? 1:09:50 - How do I handle donations for a …
 
Happy Friday lovely listeners! In this week's episode, Barb is joined by Future Rich podcast producer Potter for a revealing episode! Listen to learn about what Barb's day-to-day work is like as a Certified Financial Planner, what HUGE life change she's experienced, and what we have in store for Future Rich moving forward... Follow Future Rich to s…
 
Have you ever been curious about franchising? There smart ways to invest in a franchise, you just need to know how to find the right one. I’ve been super excited about this episode because, believe it or not, in 875 episodes I’ve never talked about franchising. I have to admit, I had some preconceived notions about franchising, but I’m happy to say…
 
Fifty million more reasons to hate Equitable Financial after the Securities and Exchange Commission fined the firm $50 million for "materially misleading statements and omissions concerning investor fees." We discuss settlement and ask the question: Why would any school district continue to let this firm sell financial products to its employees? SE…
 
Everyone wants to know if we’re nearing the bottom and if a recession will be short-lived. In episode 45 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the fed’s bold interest rate moves, recession and earnings, and the drop in demand for home sales. They also consider whether the EU w…
 
The word “fiduciary” gets tossed around a lot in the financial advising industry. So what does it actually mean and what difference do they make in your financial planning process? In this episode, Matthew Theal, Brent Pasqua and Joshua Winterswyk discuss what the difference is between a fee-only financial advisor and all other financial advisors a…
 
In today’s Office Hours, Eric answers Brianna's question: “What is the real reason that financial advisors have asset minimums?” Take a look under the hood to understand how financial advisors generate revenue, what asset minimums are for, and how BFG is doing things differently with Financial Planning for All. Have a question? Post it in the comme…
 
In this episode of the Planned Solutions Incorporated Podcast, One of the themes of the stock market in 2022 has been the outperformance of value stocks over growth stocks. However, growth stocks have demonstrated a tendency to outperform value stacks when prices are trending upward as they have over the past six weeks. This may be a sign that grow…
 
Are you willing to do the work and focus on someone else besides yourself? Are you willing to be a better person for it? These are the same questions that drive Cathy Adams, a self-awareness expert, podcast host, & author focus on helping parents and empowering families. Cathy is a Licensed Clinical Social Worker, Certified Parent Coach, Certified …
 
Jacob Wagner CDMP | Co-founded the What is Finology? | Founder of Digital Marketing 4FP | BIO: Jake is the driving force behind getting Financial Planning 3.0 published and on bookshelves. Since Dick’s passing, he has maintained the vision and drive to get the What is Finology project to be what it is today. He has a strong internal understanding o…
 
I left my financial advisor several months ago and have a variety of retirement accounts and I'm not sure if I should consolidate and if my mix of assets is ideal. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sel…
 
Kurt Baker and guest Scott Sussman, Head of Operations & Business Development at "from HERE," talk about from HERE, which is your neighborhood workspace located in Plainfield, NJ and coming soon to Princeton, NJ. In this week's episode of Master Your Finances, Kurt Baker and Scott Sussman are having a conversation about how Sussman got involved in …
 
If there’s one thing we all have in common, regardless of age, gender, profession, or socio-economic status, it’s a good deal. And one thing many of us love to be able to say that we got a good deal on is travel. In fact, some of us love to brag about the deal we received on the trip almost as much as we love to brag about the trip itself. In this …
 
"So why won't there be bitcoin banks that do this (custody) for you? I think there will be, but there's always going to be one problem with this, which is that bitcoin transactions are irreversible. And so it's an inherent core change in the security model of bitcoin compared to the legacy banking system. And because of that, there's always going t…
 
Planning for retirement can be a complex process. There are so many things to do that it’s easy to forget common pitfalls to a successful retirement strategy. On this episode, I’m going to go over the Top 5 Retirement mistakes that I see regularly, how to avoid them, and resources to make sure you’re on the right track. You will want to hear this e…
 
Scott and James discuss the pros and cons of using dividend investing to create passive income. Planning Points Discussed Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Listener Question: What is your stance on dividend investing, with the goal of reaching a point where one can…
 
The truth is everything in America isn’t always equal, especially when we’re talking about building and passing down generational wealth. The most important lesson that our guest Portia Wood, a generational wealth planning attorney at the Wood Legal Group, LLP shares are that you must get educated to protect yourself and your family and learn how t…
 
Buying a home is a big decision. Today, Brad answers 3 key questions to help you decide whether buying a house is RIGHT for you: How much house can you afford? How much monthly income should go toward your home?...and Should you care about interest rates? The answers may surprise you! Listen now! Show Highlights Include: Mortgage Origin Story (3:15…
 
Obamacare Subsidies Saved? The world changes, and you need to stay up to date. For now, this looks likely, but there are many steps to take. Even then, the question is how fast can this relief come into effect? That is up to the lawmakers and those that plan the design of Part D and MAPD plans. For the ACA, looks like an extension agreement has bee…
 
In today’s episode we talk with Adam & Meredith Dekker of Dekker Financial. Topics We Cover Include: Technology Financial Planning Client Experience Divorce Planning Succession Learn More About Blueprint Learn More about Dekker Financial Learn More about Silver Oak Securities and Registered Investment Advisory Services offered through Silver Oak Se…
 
The author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life, Dr. Jordan Grumet shares his top money tips learned from working with patients in hospice care. For more information, visit the show notes at https://www.bobbirebell.com/podcast/docg…
 
Even though I'm only in my 20s, I feel like I'm in need of a financial checkup, especially regarding a gifted mutual fund account. Have a money question? Email us, ask jill [at] jill on money dot com See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
 
Financial Detox presents new micro learning series today with an explanation of the Fed and raising of interest rates. Jason Labrum and Alex Klingensmith with IDA discuss the relationship of the raising Fed rates to the markets and what investors should consider for hedging against inflation. Let's talk about the FED. Its very clear the our economy…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD. In this two-part conversation with Mick, he and I have a deep and well-rounded discussion on all things related to practice transitions. We talk about practice transitions from both the buyer’s and seller’s perspective and talk about the entire life cycle of the…
 
There will be ups, there will be downs, there will be times where we question what we have done that brought us to where we are. BUT Do you have the durability personally and financially to push through the hard times? Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World Telton W Hall, CFP® is a husband, fat…
 
Loading …

Quick Reference Guide

Copyright 2022 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login