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.
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.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.
 
Investing and retirement planning strategies (in plain English!). The Stay Wealthy Retirement Show will teach you how to reduce taxes, invest smarter, and make work optional in retirement. Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like: IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. ...
 
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 ...
 
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.
 
Let’s be real, most people don’t like talking about sex or politics, and money is the biggest taboo topic of them all. The Millennial Money podcast flips the script on the “old school” approach to money. Relatable, inspiring, and a little bit gritty, host and award-winning Certified Financial Planner Shannah Compton Game helps listeners uncover their money story to see past the numbers to unlock the lives they want to live. Each week Millennial Money creates a safe space by talking with spec ...
 
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/
 
Financial and retirement guidance from Certified Financial Planner Wade Chessman 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 peace of mind.
 
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can h ...
 
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.
 
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 ...
 
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 ...
 
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 ...
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
 
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 ...
 
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 ...
 
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 ...
 
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 ...
 
Listen to Johnson Brunetti Money Wisdom with Joel Johnson, Connecticut’s highly acclaimed retirement and investment specialist, and Certified Financial Planner®. 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 underperf ...
 
If you’re 55 and older and thinking about retirement, then this podcast is for you. From tax planning to managing your investment portfolio, it covers 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.
 
What’s your financial pulse? Join FIT Advisors for a semi-monthly checkup appointment as we discuss the many facets of financial well-being - from foundational money management to the unique personal finance scenarios of physicians and business owners. CERTIFIED FINANCIAL PLANNER(TM) and CPA Anjali brings you in-depth conversations with field experts that reflect FIT Advisors’ commitment to inclusiveness and fresh voices in the world of finance. Together, Anjali and her guests cover all the ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
LIVE MONS 12 PM ET/11am CT/10MT/9PT We work hard for our money. We try to save money for our retirement. Only to lose it to the volatility of the stock market, taxes and finance charges. The biggest fear that people have today is outliving their money at retirement Certified Financial Planner Joseph Quijano, will use his award-winning financial strategies to give you financial clarity and freedom https://www.becomethebanker.org Joseph’s Book: Become The Banker Purchase here www.becomethebank ...
 
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 ...
 
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 ...
 
We know that running a veterinary business can sometimes feel like you're fighting your way through a jungle of financial insecurity, HR nightmares, and overall business confusion. Our goal is to give you the ideas and tools you need to not just survive in this jungle but to thrive in the veterinary industry. By combining over 50 years of knowledge and experience with differing opinions and a little humor, we will help you get the information you need to make the best decisions for you and y ...
 
Across the US, from our kitchens, our boardrooms (even our bedrooms) women launch nearly 2000 new businesses every. single. day. They’re family women. Single women. Moms. Or not. They’re college graduates. High-school dropouts. Debtors. Bootstrappers. Multimillionaires. They’re women from every culture, community, and background. Now more than ever, they’re women of color, too. These aren’t the kinds of success stories you hear every day. But they should be. Helen Ngo, CERTIFIED FINANCIAL PL ...
 
Welcome to The Jeff Motske Show. This is a show designed to teach the average person how to get their financial house in order from a financial planner’s perspective. Jeff has been a certified financial planner for 29 years and is currently the CEO of Trilogy Financial Services with offices all over Southern California as well as Denver Colorado.
 
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
 
Loading …
show series
 
In today's episode Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends.Check out the full blog post here: https://digitalmarketing4fp.com/2021/04/14/communicate-more-clearly-with-your-clients/By Digital Marketing 4FP
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
 
Fielding emails on a wide range of personal finance topics: ex-spouse Social Security benefits, paying the mortgage or buying long-term care insurance, how the FIRE community uses the Roth conversion ladder, tax rules for sole proprietors hiring minors, using excess 529 plan education savings, paying taxes or paying back a Coronavirus Related Distr…
 
Crypto, Bitcoin, Altcoins, and NFTs. Should you learn what these are, or are they a passing fad in a bubble that will burst just as the crypto market did in 2017? In this second part of our episode series on cryptocurrency we are joined by crypto expert and the hostess of the Crypt Keepers’ Club, Kendy, to break down what you need to know. What You…
 
Catherine Alford did everything right as she got ready to start a family with her medical student husband. But the unexpected and financially devastating cost of her newborn twins forced her to make some tough choices, that have changed her whole view of the world. Plus- her top negotiating tip and a preview of her new book Moms Got Money: A Millen…
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
 
On this episode of 20/20 Money! My guest on today’s show is Jordan Clarke. Jordan is one of the Vice Presidents of Charles M. Moore Insurance just outside of Bowling Green, KY and has an extensive career in in the insurance profession. I asked Jordan to come on the show to talk about a daunting and obscure task that the health insurance companies h…
 
Everything in business should be in writing. Hand shake deals sound nice and harken back to the old days in the West when a person's word was their bond. Today, the United States is the most litigious country on earth. People sue for almost anything from real estate deals, contracts, and personal loans should be in writing. Thanks to the death of p…
 
Powers of Attorney are your living documents. They give your representative, also known as your attorney in fact or your agent, the ability to act on your behalf if you are unable. The most common powers of attorney are those for financial matters and health care; however, powers of attorney can be specialized, limited, springing, or immediate. Reg…
 
Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from the…
 
Today, on the #momentofmetal, Rick and Lyle discuss the album artwork of heavy, black, death, and thrash metal. Rate, review, and subscribe wherever you get your podcast. Also, follow us on social media @financestheotherfword, and become a member of the "Finances the Other "F" Word" ClubHouse. Got feedback? #775-537-4352, or slide into our DMs…
 
CFP® Emily A. Johnson of Ritholtz Wealth Management holds the CDFA (Certified Divorce Financial Analyst) designation. She discusses how she assists clients going through divorce. Emily Johnson, CFP®, CDFA What is a 403(b)? (video) Meridian Wealth Management 403bwise.org The opinions expressed in this program are for general informational purposes o…
 
The Deal O The Weeks segment started as a way to encourage listeners to seek a more efficient lifestyle. The more money you keep in your pocket, the more money you have to save and invest and enjoy. This week, I share a "window" into yet another way that I saved 66% and kept $500 in my pocket. Thanks to the death of private pensions, the devaluatio…
 
It's Friday! We hope you have a good one, Future Rich Fam!In episode 109 of Future Rich, Certified Financial Planner Barbara Ginty interviews the lovely Margo, a Medical Tech living in New Mexico with her husband and two kids. Both she and her husband work government jobs and have unique side hustles. Margo has binged Future Rich to help her and he…
 
Investors don’t seem to be scared away by the new administration’s policies in Washington. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy takes a dive into the pros and cons of President Biden’s policy changes. He examines the sectors impacted by the vaccine rollout and stimulus, what increasing the co…
 
This week's retirement reading is from Morningstar, titled How Much Should You Worry About Inflation in Retirement?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/205. Show Notes: RetireWithPurpose.com/205 Rate & Review the Podcast: RetireWithPurpos…
 
Do you know what your personality type is? Do you know what kind of saver you are? Knowing these things can help you learn more about yourself—and determine what you need to do to have a successful retirement. If you’re interested in learning more about the 5 personality types—and what it means for you—listen to this episode of Best in Wealth! [bct…
 
Buying your first house is no joke – from the downpayment to the mortgage, to finding the right house, to the paperwork and more, it can be quite a process. So how do you buy your first house with ease and avoid some rookie, aka costly, mistakes? Scott Trench and Mindy Jensen, co-hosts of the BiggerPockets Money Podcast and authors of the new book,…
 
4-14-2021 On this episode of DYI Tim and Ernie discuss strategy and preparation to protect your freedom from the powers that shouldn't be. The bottom line is food and water. You don't want to be building your wealth without considering food security, or you may end up spending your wealth on food later on down the road. https://linktr.ee/TimAndJohn…
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
 
In honor of Prince who passed away on April 21, 2016, and the current passing of DMX we are replaying Episode #14, from Season 1, "Artists who die intestate" https://financestheotherfword.com/links for all our socials, or call or text us @775-537-4352, or slide into our DMs Our book is on Amazon, Target, Barnes&Nobel, and Walmart online-Finances th…
 
In this episode of the Planned Solutions Incorporated Podcast, Predictions for US economic growth in 2021 are about 6% or nearly double the long-term trend level. This is largely due to three factors that are likely to support the economic growth rate. First, there is the continued economic recovery that started in 2020 and continued into 2021. Sec…
 
On today’s Saving With Silverman podcast, Mark Silverman CFP® explains why your 401k is far from perfect as a retirement savings tool. This also applies to your 403b, TSP or 457 plans. Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-29-watch-out-for-these-weaknesses-in-your-40…
 
Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning. Show Notes: Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/ Website: https://www.cardinalwg.com/ Email: retire@cardinalwg.com Phone: (904) 414-2375…
 
Chad discusses the importance of cyber security and how it goes hand in hand with financial literacy. Listen now to learn more about the steps you can take to prevent identity theft and the steps you can take to recover from it. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning servic…
 
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
 
Jim and Chris sit down with a special guest, Jan Jordan, to explain the updated Required Minimum Distribution (RMD) rules from the IRS and discuss details regarding reverse mortgages. The post Updated RMD Rules and Reverse Mortgages: EDU #2115 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
Andy Flattery and Bryan Gum discuss the true role of a Financial Advisor, which is to empower people in taking control of their own finances. Show notes & transcript for this episode- https://simplewealthkc.com/16 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfi…
 
“I find the more clear we are, with what we want in our life, what we want in our business, and why, we start stepping into our confidence more easily.” - Ashley Paré Own Your Worth™ founder and CEO Ashley Paré talks about the difference between worth and value, and how the way we define them can shape our career path. The thought of negotiating a …
 
4 Things To Know Before Doing A 401K Rollover #40 Is it a good idea to rollover your 401K plan? What are the benefits and the drawbacks? Is it too late to rollover your 401K plan from a previous employer? If you want to make sure that your 401K investments are in a good direction, you’ve come to the right place! Recently, I’ve seen a lot of adverti…
 
Scott and James discuss what to do when you have "too much cash". Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:30 - Celebration of 100,000 downloads 3:30 - Rationality of Investing 5:45 - What's The Right Solution Fo…
 
We are entering the Age of the Creator. The confluence of the internet, the tools it has produced, and blockchain technology is delivering us from the Industrial Age to the Creator Age at speed. And for anyone interested in the idea of Financial Autonomy and gaining choice, that’s a wonderful thing. [Disclaimer]…
 
Chad takes a look at earnings growth rates and expectations for the S&P 500 over the next 12 months. Chad takes a look at inflation and deflation, noting a 35% increase in the price of lumber. Next, Chad moves on to discuss your dividends and interest. Listen now to learn more! Email your money question to chad@chadburton.com. Call 1-888-762-2423 f…
 
Show Description: Jason and Alex start off the show addressing a question that has been asked by more than one private client over the past couple of weeks. Given the US National Debt equal to 28.2 Trillion and the Federal Deficit at $4.5 Trillion and tack on all the recent stimulus money and Federal spending, what will be the effects on the market…
 
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
 
What does excess money in the economy and the potential rise in interest rates say about future inflation? We thought you’d never ask! In fact, there are a lot of questions we thought you’d never ask, because since 2020, things have gotten a bit complicated as the Fed continually attempts to “balance the economy.” We’ll do our best to answer those …
 
Is selling rental property to buy a variable annuity a good risk management strategy against sequence of return and interest rate risks? Small-cap vs. emerging markets: which has better risk-adjusted returns for market volatility? Are eREITs (non-traded real estate investment trusts) a good retirement investment? Is RPAR Risk Parity ETF a good infl…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login