show episodes
 
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.
 
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Money Guy Show

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Money Guy Show

Brian Preston and Bo Hanson

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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.
 
RiXtrema is a fiduciary database and analytics engine for advisors that work with both retirement plans and individual investors. Products such as 401kFiduciaryOptimizer and Larkspur Executive provide extensive analytics on qualified plans in the United States. Larkspur Executive has embedded marketing tools that can reach out to hundreds of potential plan sponsors. RegBIOptimizer supports fiduciary processes and creates documentation to comply with the Security Exchange Commission Regulatio ...
 
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.
 
30-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, reunite on a weekly call-in program talking about real money issues. Each week they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. It's a show designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
 
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Your Money, Your Wealth

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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA

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“Best Retirement Podcast With Humor 2022” – FIPhysician.com. 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 podc ...
 
Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad - especially when everyone seems to want a piece of your money. www.TheRealMoneyPros.com
 
Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
 
Buying your first home can be one of the most stressful, overwhelming, and expensive experiences in your life. This is why we created The First Time Home Buying Podcast, to make this experience EASY and DELIGHTFUL for you. Our goal is to EMPOWER you, the first time home buyer, with all the information and tools that you need so that you can make a great decision buying your first home.
 
Connect Our Elders brings together appropriate resources, in an unbiased manner, to educate and assist Elders, their adult children and advisers. Connect Our Elders’ Advocates provide care planning, care management, in home support, home health, hospice, technology solutions, fiduciary services, elder specific real estate services, financial planning, placement, advice, guidance, and support to aide in dignified, empowered aging.
 
Confident Money is the place where I help people just like you increase their understanding of money, finances, accounting, and gain the clarity you need to make bold money moves with confidence. DISCLAIMER: I am not a financial advisor and this is not financial advice. My podcast is for educational purposes and is my personal opinion only. To make the best financial decision for your situation, please do your own research and if needed, seek the advice of a fee-based, fiduciary.
 
The Avocado Toast Podcast was created to build a community of like-minded young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence. We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.
 
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to b ...
 
The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
 
“The Moneywise Guys” podcast is all things funny, finance + economics. Utilizing national hot topics of the day as talking points, this show is dedicated to breaking down dense financial concepts with humor and experience while providing practical financial advice for everyday people and all pocketbook sizes. With years of collective experience and unique insights as fiduciary financial advisors, this show and its rotating cast of hosts offers a fresh + humorous hour for any listener that is ...
 
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 ...
 
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Retirement Road Map®

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Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
 
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The Retirement Oasis Podcast

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The Retirement Oasis Podcast

Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA

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The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
 
Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Ronald Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Ronald Blue Trust family with special guests along the way. Learn more at www.RonBlue.com. Trust and investment management acco ...
 
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 ...
 
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 ...
 
Quiver Financial specializes in 401(k) management, wealth and investment management, retirement planning, and private equity services for individuals, families and businesses looking to maximize the five years before retirement. With over 20 years of experience the financial professionals at Quiver Financial go beyond Wall Streets outdated ”long term” way of thinking and help our clients navigate ”what just happened” to ”what is next.” We honor our fiduciary duty above all, and practice full ...
 
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 ...
 
The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
 
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Go Out And Live!

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Go Out And Live!

Michael Policar - Fiduciary

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A NEW BRAND: "Go Out And Live! with Michael Policar" explores the fact that Personal Finance and Financial Planning aren't really about money. Being smart with your financial choices is advisable, but your actual GOALS aren't really about money. They're about the things money can buy. So with a new year, and a new business (www.ngpfinancial.com), please enjoy Go Out And Live!
 
Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: Smart Money hosted by Casey Marx. Smart Money covers new and meaningful financial planning topics every week. The focus is on preparing for retirement, nearing retirement, and already retired strategies. Stocks, mutual funds, etfs, annuities, life insurance, estate/legacy planning, and long-term care planning are among the many investment options discussed. Demonstrating a ...
 
Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we tal ...
 
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
 
It took decades of work and sacrifice to get to where you are. Mike Lester and his team of fiduciary financial advisors have a vested interest in helping you protect your lifestyle, health, and nest egg now and in the future of your retirement. Guarding Your Nest Egg Radio Mike Lester Kristen Charles © 2022 Talon Wealth. All rights reserved. Mike Lester is an investment adviser representative of Talon Private Wealth, LLC, an SEC registered investment adviser. Talon Private Wealth and this po ...
 
Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
 
For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. This content is for information and education only, and should n ...
 
Your RADIANT Life & Money Show is here to expand your mind, to think about financial planning in a different way, or it might be an introduction to financial planning. It's taking a Spiritual route to creating and living your financial plan. * * * Randa Hoffman is a Spiritual Financial Planner and Money Manager. She is independent and fee-only, meaning she's never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice (fiduciary).
 
The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposium ...
 
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show series
 
Taken from the pages of New York magazine, Don shares the tale of two hot-shot "kids" whose greed nearly killed cryptocurrencies. If you haven't heard of Three Arrows Capital before, you will soon. This is an incredible story of greed gone wild and how it can destroy investors fortunes (again). Plus, a caller wonders if his income allows for IRA co…
 
We'll explore what an income floor is and how you can use a guaranteed lifetime income to fill in any gaps you may have in your income plan. Think you can't have your cake and eat it too in retirement? Think again! You can buy sufficient income and risk the rest. Do you know how? Don't you think it's time to ask the right questions and get honest a…
 
Believe it or not, celebrities may not have your best interests in mind when promoting financial products. In this Q&A, we’ll react to some of the most questionable celebrity money advice we’ve seen recently. Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Sign up for our Financial Order of Opera…
 
Introduction Matt Sickles is a NACHI Certified Professional Home Inspector, licensed in the state of Ohio. He brings to each inspection his experience of over 30 years in and around the building trades. His focus is on making all home buyers and sellers feel at ease while providing a level of detail that is presented in a user-friendly manner. Get …
 
I feel like we might be paying too much for our financial advisor, so do we keep him or ditch him? 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. To learn more about listener data and our privacy practice…
 
Is China still the big and intimidating country we thought it was becoming? We don’t know what they have up their sleeve when it comes to taking control of Taiwan, but we do know that a full scale invasion could mean trouble for their already-rocky-economy. China’s recent infrastructure development failures may be all we need to see to answer that …
 
Setting up your saving and investing strategies when you’re in your 30s can put you on a good path to meeting your retirement goals. We’re revisiting Joe and Big Al’s financial spitballing over the last couple of years specifically for savers and investors in their 30s and even 20s, some of whom want to retire early. Show notes, free financial reso…
 
Introduction Minh Lai is a loan officer in the Dallas/Fort Worth area. His career principles are stated in his email, "changing lives one mortgage at a time". Outside of work he spends time with his girlfriend and practicing Brazilian Jiu-Jitsu. Get In Touch With Our Guest Today If you’d like to get in touch with our guest today, click on the link …
 
At 51, I feel like I got a late start in terms of saving for retirement. Will I be okay? 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. To learn more about listener data and our privacy practices visit: h…
 
Tom's on duty as Don takes his final vacation of the summer. In this episode, Tom discusses the silly idea of making investment decisions based on the news and what you should do instead. He also shares the recent movement of various securities. Then he takes your questions: Should investors have short, intermediate, and long-term bond buckets? Do …
 
Did you know that you may actually want to work “in retirement”. There is a growing trend of people working in semi-retirement, and the evidence shows there are many benefits of working in retirement. Whether it is paid work or volunteer work, your retirement is likely significantly more fulfilling if you were engaged in these kind of endeavors. In…
 
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Zombie Stock #7 – More Cash Burners to Sell. #btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_83c83bab77aff166ef0ca8bfe76e1eb0 {padding:18px…
 
When you’re young, recovering from financial mistakes can easily be done. But when you’re aging closer to retirement, not so much. Brian and Kent give out cautionary flags regarding the sales of annuities and other similar products. Also, attorney Steve Rausch joins in via phone to discuss designing trusts and proper estate plans. Brian Wiley, Fina…
 
We talk a lot about the idea of asset allocation and the 3-bucket strategy - so what is it, and what's the best way to get started? We'll walk you through that question and more in today's Q&A episode! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Sign up for our Financial Order of Operations c…
 
Jeremy Straub is the Founder and CEO of Coastal Wealth, a financial services firm that helps clients financially prepare for different stages of life. With over two decades of experience in executive roles in Fortune 500 companies, Jeremy is regarded as a thought leader in the financial services industry. Under Jeremy’s leadership, Coastal Wealth h…
 
Today, I’m talking to David Walker. David served as Comptroller General of the United States under both Bill Clinton and George W. Bush. Since leaving government in 2008, he has been focused on spreading awareness and talking about the national debt. He was the subject of the film I.O.U.S.A., named by Roger Ebert as one of the best documentaries of…
 
Introduction Jim Troth is the co-owner of Habitation Investigation a multi-inspector home inspection company in Ohio. When not providing continuing education to real estate agents or inspecting they love to camp and are in the process of creating a campground and building a home. Get In Touch With Our Guest Today If you’d like to get in touch with …
 
With an extra $50k kicking around after a home sale, what's the best use of this money? Something safe? Or a brokerage account or 529 plan? 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. To learn more abo…
 
Is the housing market going to crash like it did in 2008? In today’s episode Kyle and I will discuss the similarities and differences between the 2008 housing market and the current housing market so you can make smart decisions. Historically, home value increases over time, usually around 4% per year. This appreciation is closer to 18-20% over the…
 
Richard Bullock, senior geopolitical strategist at Newton Investment Management and Julia Newbould, managing editor at Conexus Financial talk about today’s economic environment. They discuss how it is the time for geopolitical strategists to start using all their tools – there is war in Ukraine and Russia, ongoing tensions between China and Taiwan,…
 
As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We check in with Robert Chastain for a late-Summer planning checklist. Annex Wealth Management works with numerous companies to help build solid retirement plans—but what types of companies? Tom Parks digs in. Ask Annex covers SSI an…
 
Introduction Michelle Demopolis is a real estate agent in Central Ohio. After being a Realtor for 18 years, she has helped thousands of clients buy and sell real estate. Central Ohio has remained a very strong real estate market and she works diligently to stay ahead of trends. In her free time, she is an avid reader and she also loves traveling an…
 
Now more than ever, it seems the more you know, the better off you’ll be, especially in your career. Our repeat guest this weekend, David Epstein, uses his latest book, Range: Why Generalists Triumph in a Specialized World, to examine the world’s most successful athletes, artists, musicians, inventors, forecasters and scientists. He discovered that…
 
Introduction Sue Berg is a real estate agent in Dublin, OH with 28 years of experience. She works hard to make the process simple and as she says she cuts to the chase and truly "Get You MOVING!” Get In Touch With Our Guest Today If you’d like to get in touch with our guest today, click on the link below and I will send you a warm introduction: Get…
 
Now more than ever, it seems the more you know, the better off you’ll be, especially in your career. Our repeat guest this weekend, David Epstein, uses his latest book, Range: Why Generalists Triumph in a Specialized World, to examine the world’s most successful athletes, artists, musicians, inventors, forecasters and scientists. He discovered that…
 
The meditation app Calm lets go of 20% of their employees. At least they can use the app to cope? EV trucks are becoming more expensive due to battery manufacturing costs, Pfizer expands into other companies, and the financially elite focus their attention back on the stock market. Nic Daniels BFA™, Financial Advisor https://www.therealmoneypros.co…
 
In the financial world, there are a lot of crooks that try to get into your pockets. From metaphorical crooks selling a bad product to literal crooks stealing your money, we'll cover the different types of financial crooks to watch out for and how you can protect yourself in this episode. Watch more exclusive content only on YouTube! Visit our webs…
 
This week's retirement reading is from the A Teachable Moment blog by Tony Isola titled, Investors Need Some Cosmic Insignificance Therapy. 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/308. Show Notes: RetireWithPurpose.com/308 Rate & Review the Po…
 
Introduction Todd Engle is a home inspector in Ohio with over 6,000 inspections under his belt. He has also purchased, renovated & been involved with the building process of over 25 homes. He is an active volunteer and makes financial donations to many local charities. Get In Touch With Our Guest Today If you’d like to get in touch with our guest t…
 
66 years old and considering retirement after being at the same employer for 44 years. Can I do 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. To learn more about listener data and our privacy practic…
 
On this podcast Joel Garris discusses considerations when retiring early. Plus, how do different age groups invest? Finally, some indicators of a recession. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 7/31/2022By Joel Garris of Nelson Financial Planning
 
During a rocky and uncertain economy, annuity sales reach new records. At the base of it all, it comes from selling fear. A trade of mediocre gains for “guaranteed” income. Nic explains why these usually aren’t your best tools for retirement saving. Nic Daniels BFA™, Financial Advisor https://www.therealmoneypros.com https://www.treecityadvisors.co…
 
It's expensive to grow older in this day and age, even more now than ever before. For folks who began the process of Planning for retirement early in their career with the help of professionals, are feeling that they're urning the candle at both ends. We offer some tips to navigate your way to a successful retirement despite all that's going on…
 
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click …
 
Introduction Sean Raley is a home inspector in Morgantown, West Virginia. After 15 years in the aviation industry as a corporate aircraft inspector, my uncle who was a civil engineer encouraged me to enter the property inspection business. I've been inspecting residential and commercial properties since 2002. Get In Touch With Our Guest Today If yo…
 
I'm 59 and retirement is on my mind. Can I pull the trigger and call it quits in the near future? 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. To learn more about listener data and our privacy practices…
 
We'll discuss that there is a cost to making money and what those various "costs" are, including anxiety. The costs that anxiety can take get amplified the closer you are to retirement or the further into retirement you get, as your Time Horizon gets shorter and shorter. Are there strategies you can use to completely eliminate this anxiety? What do…
 
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