show episodes
 
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.
 
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.
 
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.
 
Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
Save more. Earn more. Do more with your money! Money expert, Accredited Financial Counsellor Canada® and podcast host Jessica Moorhouse interviews top personal finance and business experts, celebrities, entrepreneurs, authors, and influencers to help you learn how to manage your money better, make smarter financial decisions, earn more money, become debt-free, and build wealth by investing so you can live the life you really want! New episodes air every Wednesday. For podcast episode show no ...
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
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).
 
“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 ...
 
The pandemic has forced everyone to reexamine their finances, whether it’s dealing with a pay cut, how to best use cash from staying home, managing the ups and downs of investment markets or using this time to make a career change. Whatever the question, Financial Times consumer editor Claer Barrett knows where to find the right tips for your money. Every week, Claer talks to a listener about their money queries and consults her rolodex of financial advisors, planners and writers for no-nons ...
 
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 ...
 
In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
We live in the most revolutionary and inspiring time in history, yet our culture settles for a mediocre life, not the one they dream about and deserve. The Mission of The Wealth Standard Podcast is to empower you to take control of your life, your career, and your wealth and to ultimately achieve financial independence. Society has programmed us to take orders, from our educational system to the way we save and invest. And what is the incentive? To someday, retire? If 1987, 2001, and 2008 we ...
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an in ...
 
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
 
If you’re a growth-minded financial advisor looking for a better way to grow and scale your practice, you’re in the right place. Your host, Chip Munn, dissects the good, the bad, and the ugly of building and running a thriving financial practice with guests from financial advisors to industry experts. Because we’re better together.
 
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!
 
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 ...
 
Improve your money mindset with host Andy Wang, named a top influential financial advisor by INVESTOPEDIA, as we explore positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, listen to Inspired Money because big things begin with just a little inspiration.
 
This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
 
SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
 
Craig Cobb hosts The Trader Cobb Crypto Podcast unpacking his 13 years plus experience in traditional stock markets, FX, commodities and bonds (as well as over 6 years as a mentor to tens of thousands of traders), TraderCobb has worked with some of the biggest names in trading. Featured across network TV shows in Australia, presenting his knowledge to traders, TraderCobb and his team are dedicated to bringing a new standard of education to the cryptocurrency marketplace. NOTE: This is not fi ...
 
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
 
To join a peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should con ...
 
In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
 
Live like a Financial Rock Star. Scott has made the money moron mistakes so you don’t have to. He teaches you how to think differently about money, so you can get out of debt, get started investing, and generate passive income with real estate. Scott lived the paycheck-to-paycheck lifestyle, but by age 35, he turned it all around and became a self-made millionaire and is now on a mission to help you. If you’re stressed out or worried about money, the Scott Alan Turner podcast will help. Fool ...
 
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show series
 
A conversation with Christopher Winn, CEO and Lead Consultant, AdvisorAssist There are few words in wealth management’s lexicon that draw greater consternation amongst advisors. And that word is “compliance.” Yet it’s the very fabric by which financial advisory businesses operate, serving as the proverbial guard rails that all advisors work within—…
 
We talk a lot about debt on this show and the reason is because so often people get themselves in trouble. Not with sophisticated investment strategies and things like that but with basic, foundational stuff when it comes to financial planning. Why this is such an important topic is ultimately because it's about being able to have a quality of life…
 
Most financial advisors dream of an amazing life when they start their business. They think they’ll make more money than ever, spend a ton of time with their family and go on exotic vacations. But reality is usually different. You’re working 10 hours a day, constantly checking your phone to see if a prospect has replied. And if you went on a vacati…
 
What are the advantages and disadvantages of using a robo-advisor to manage investments? ================ LISTENER QUESTION/COMMENTS ================ My friend says a credit card has more protection than a debit card. Is this true (Brett) I have a Roth IRA. If I understand correctly, everything I put in can be pulled back out with no fee or penalty…
 
Amy Mullen is the President of Money Quotient, a company that has developed tools and training to help advisors have more meaningful conversations with their clients. Money Quotient’s offering is unique in that they not only give advisors the tools to help clients achieve their goals, but they also help clients get clarity around what is most impor…
 
Episode: Recently I was a guest on the Wicked Pissah Podcast, where I talked to hosts Chris Boyd, CFP® and Jeff Tomaneng, CFP® about how my lifelong interest in finance and tech led me to investigate bitcoin's potential as digital money and a store of value. Today's episode is a rebroadcast of that show. Insight: I believe that our global financial…
 
It's difficult to ignore market volatility. News about its rise and fall gets plastered on every news and media outlet. Many will even tell you what you should feel about it and how that emotion should affect your financial decisions. So, what's really going on with the stock market right now? Does the recent volatility and current all-time high me…
 
You have a boatload of money, yet the current environment is kinda freaking you out, should you sell everything right now and just bite the bullet and pay the taxes? 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 a…
 
And just like that, the market goes down. Bitcoin looking like it wants a weekly decline, ETH still holding fairly well above $2000 and BNB is still hanging on. DOT, XLM, XRP, BCH, ADA and LTC also have had a solid fall. Oh and DOGE is down 20% have a great weekend and trade well. See acast.com/privacy for privacy and opt-out information.…
 
Following a challenging year, 2021 seems to be off to an encouraging start for local economies. Today's Stocks & Topics: GTBIF - Green Thumb Industries Inc., CHMI - Cherry Hill Mortgage Investment Corp., EOG - EOG Resources Inc., KALA - Kala Pharmaceuticals Inc., Portfolio Management, AWAY - ETFMG Travel Tech ETF, Fibonacci Retracement, DMTK - Derm…
 
The Moneywise Guys Wednesday, April 21st BE SMART. BE SAFE. BE MONEYWISE. Moneywise Wealth Management | “The Moneywise Guys” podcast call: 661-847-1000 email: info@moneywiseguys.com website: www.MoneywiseGuys.com Guest: Steve Murray, Owner of Murray Family Farms www.murrayfamilyfarms.orgBy Steven Nicklaus
 
Advisors today have 100% control of their businesses but make no mistake you can't have the glory of the practice and firm partner you want without being willing to put in the grind to make it happen, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey explain in this episode. If you are an advisor who isn't happy with your firm part…
 
A quote by the Mathematical Association of America says, “It's time for all members of our profession to acknowledge that mathematics is created by humans and therefore inherently carries human biases.” This intriguing statement makes us think what math is and its role in general. To help us answer these questions, Patrick Donohoe brings on in a se…
 
For all you listeners wondering if all our callers were born with silver spoons, do yourselves a favor and check out the first email in this episode. 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. Visit…
 
Did you watch my youtube video on DOGE yesterday? Go have a look now if not. In other news, Bitcoin is currently up but a mess, Ethereum looks very good right now, ADA is sideways, XLM is boring, BNB looks good, LTC, well it's going a sideways dance along with BCH and XRP. Cryptotraders have had to bide their time the last week or so but this could…
 
In 2020, the labor market shed 20.5 million jobs but with signs pointing toward recovery in many economic sectors, 1 in 4 workers may be planning to job-hop once the threat of the pandemic has subsided. Today's Stocks & Topics: SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF, F - Ford Motor Co., GM - General Motors Co., SIMO - Silicon …
 
How can we make smart decisions when nothing stays the same and the future is unknowable? ================ LISTENER QUESTION/COMMENTS ================ I’m trying to figure out the best possible place for my emergency fund to grow (Mark) Is a stock market crash looming and what should I do (Marzie) I'm looking into buying a rental property. What mor…
 
Sheena is the Managing Director at AdviceLink – a service which communicates with Centrelink on behalf of advisers and their clients. Sheena talks about the services AdviceLink provides, the main being to navigate Centrelink’s complex systems and processes, finding out what payments clients are entitled to, as well as avoiding overpayment and the p…
 
Advisors, particularly those with a fiduciary mindset, want nothing to do with sales. That is understandable, as sales in the world of retail financial advice has caused a lot of harm. We need to look no further than the almost daily accounts of Ponzi schemes and fraudulent tactics that have deprived too many Americans of their life savings. But gr…
 
The good news is that you hit the crypto jackpot at the ripe young age of 40! That bad news is that your portfolio is now completely out of whack. What to do, what to do?? 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 …
 
This week I have a first on the More Money Podcast…a guest from across the pond! In today’s episode, I welcome , a first-generation immigrant from Lagos, Nigeria who at age 14 moved to the UK to start a new life. Ken is a trained Chartered Account with 15 years of experience working in both Asset Management and Venture Capital. In April 2020, he to…
 
While Morgan Stanley was the biggest prime broker to Archegos, other banks suffered larger losses-- how could this happen? Today's Stocks & Topics: SLVO - Credit Suisse X-Links Silver Shares Covered Call ETN, NXPI - NXP Semiconductors N.V., Gold, SQ - Square Inc. Cl A, MO - Altria Group Inc., SWKS - Skyworks Solutions Inc., Sears, Voting for Board …
 
Whatever the markets have done tell you nothing about what they will do. So, stop trying to guess the future. You'll just make it worse. Is an ultra-short-term bond fund as safe a money market fund? Do US debt levels make us nervous? Investing overseas makes even more sense. Why are speculators believeing Hertz? How much is a katrillion? The wrong …
 
When you are solely focused on one thing, you can get a lot done in a short amount of time. This week, we examine three pretty significant personal financial planning elements that you can do in no more than 15 minutes a week. I truly believe that dedicating JUST 15 minutes every week to your personal financial situation can vastly improve things f…
 
A key risk, perhaps the most critical risk, retirees face is outliving their money. The only product that provides guaranteed protection against that mortality risk is an annuity. But annuities are complex and offer a variety of features, including tax protection, index participation, caps and floors. Here to help us understand the intricacies of a…
 
Ambev (ABEV) operates in a country reeling under pandemic, but Brazilians continue to drink beer, revenue is growing and investor fear of Brazil will eventually subside as a commodity boom lifts its currency. This podcast (7:28) argues that Ambev is already increasing revenue while cyclical factors should help it cut costs, fueling a renewed look b…
 
Scott Bennett shares why he left a 16-year career as a financial planner to launch the Invest With Rules newsletter that helps investors find stocks that billion dollar fund managers are buying. Guest Biography Scott Bennett is the founder of INVEST with RULES. He is a family man who helps investors find stocks that billion dollar fund managers are…
 
With all the lack of tax knowledge going around and politicians being pushed by their parties, get your tax questions answered by Toby Mathis and Jeff Webb of Anderson Advisors. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: When you have a PLLC, what do you put on a personal or business credit card? If you have a busin…
 
You guys know I love pensions. Does that mean in all circumstances you'd be crazy to consider giving one up? 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. Visit podcastchoices.com/adchoices…
 
Anne Boden spent over three decades in the traditional banking sector, watching the world around her being transformed by technology. In 2014, she decided that the time had come for banking to undergo the same shift, and quit her job to found Starling Bank. Since then, Anne has built Starling from an idea into a digital bank with 2m customers. Clae…
 
Following on from their discussion late last year (2020), fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the recent performance of the Koda Enduring Equities Portfolio (KEEP), along with his outlook on markets, specific sectors and the ongoing discussion regarding value vs growth. Frank …
 
After the pandemic cost millions of Americans their jobs and left as many as 1 in 5 renters unable to keep up with their housing payments, Congress allocated more than $45 billion in rental assistance. Today's Stocks & Topics: WING - Wingstop Inc., Viable Sources, CNC - Centene Corp., PENN - Penn National Gaming Inc., Cryptocurrency, TSLA - Tesla I…
 
We discuss the growth of Environmental, Social, and Governance (ESG) investing. Is it something you want and how much should it cost. As part of an effort to reduce the hodgepodge, which agrressive growth index funds make sense. We take a call about the world's preminent gag cryptocurrency, Dogecoin. Are there any drawbacks to using bond ETFs? What…
 
Gretchen Rubin is one of today’s most influential and thought-provoking observers of happiness and human nature. She’s known for her ability to distill and convey complex ideas with humor and clarity, in a way that’s accessible to a wide audience. She’s the author of many books, including the blockbuster New York Times bestsellers The Four Tendenci…
 
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