show episodes
 
Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
Listen to the SHSMD Podcast - Rapid Insights: for Health Care Strategy Professionals in Planning, Business Development, Marketing, Communications and Public Relations. In each episode we cover health care marketing tips, suggestions and best practices for health care marketers.
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
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.
 
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 ...
 
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
 
This podcast for ambitious event planners that are looking to scale their productivity to get valuable time back in their day to focus on their personal goals and aspirations. If you want to stress less and live more, Naomi will take you on a journey of self-discovery. She will help you to uncover your hidden strengths as a leader, become more productive, so you can live the life you desire while balancing your commitments. Visit the Planners on Purpose website at: www.plannersonpurpose.com ...
 
Hi, my name is Fitz Villafuerte. I'm a Registered Financial Planner and a financial literacy advocate based in the Philippines. This podcast is about learning smart money habits and the proper mindset to achieve financial success. Visit the80percentpodcast.com to learn more.
 
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/
 
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.
 
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 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.
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
 
Welcome to Informed Choice Radio, the personal finance podcast all about achieving your financial goals in life. New episodes are published every Monday and Friday, featuring expert interviews and practical tips for making the most of your money. Your host for Informed Choice Radio is Martin Bamford; a Chartered Financial Planner, Fellow of the Personal Finance Society and personal finance author. This podcast will appeal to listeners of Meaningful Money, MoneyBox Live, Wake Up To Money, Lis ...
 
The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. 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 shou ...
 
The UK Money Podcast.....where we talk about money, investing and getting your financial house in order! On this podcast, Financial Planner and host Jason Mountford discusses a number of different personal finance topics each week. He covers various financial planning and personal finance issues including investing, ways to build a financial plan and strategy and how to grow and protect your wealth. He also discusses the latest news in the world of investments and personal finance, and answe ...
 
Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
 
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
 
Hosted by Kylie Carlson, founder of the Wedding Academy, the Wedding CEO Podcast helps you master the marketing of your wedding business one episode at a time. From mini training sessions to interviews with the experts you'll finish each episode with a plan and strategy so you can implement everything you hear...together we'll take your wedding business to new heights.
 
It's Valentine's Day in Jane's Holler! As Charley and Jack look forward to their date on National Singles Awareness Day (what?!), Betsy (the town party planner) takes over Charley's family bakery to put on the "Cupid Crush" and Evie tries to stop her from totally upending her perfect window displays. Meanwhile, "Con John" finds himself suddenly alone on the holiday - him, of all people! - but a realization may set him up for real love at last. This episode was recorded on location at Serenit ...
 
This personal finance podcast is for women, including female entrepreneurs to learn personal finance, money mindset & practical money management tips to be financially confident. To get in control of money, to budget, gain financial confidence, learn how to invest, save money & manage money mindset and behaviours. Hosted by a multi- award winning qualified financial planner and financial coach. A must listen to for fans of Denise Duffield-Thomas, Pete Matthew, Money to the Masses and Dave Ra ...
 
Kealan and Cody, a surgeon and a financial planner, discuss the intersection of faith, generosity, and personal finance. Together, along with a variety of guests, they explore the implications of setting a financial finish line and share stories of Christians working out a finish line in their own lives. Visit the website at www.finishlinepledge.com to learn more.
 
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 ...
 
A daily show for everyone who works a regular job and wants to start an income-earning project on the side. In each episode, listeners will hear a different story of someone who's started a side hustle—along with what went well, how that person overcame challenges, and what happened as a result. The show is written and hosted by Chris Guillebeau, the New York Times bestselling author of The $100 Startup, The Happiness of Pursuit, and other books.
 
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 ...
 
If you are a Wedding Filmmaker then the Wedding Film School Show is for you. Hosted by Jason McCutchen and Jared Haskell of Stopgolove and Huxley Film, we dive into the depths of how to run a wedding filmmaking biz in the wedding industry. From gear talk, to industry interviews, to straight up mathy business topics, we cover a lot of ground. Give us a subscribe and let us know what you want hear about next!
 
If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
 
"Behind every planner, there is a person. Behind every person, there is a story", believes Jessica McWilliams, host of Planner Lifestyle Podcast. She presents weekly, hour-long episodes to bring a voice to the people behind the pretty planner pictures on Instagram. This planner podcast features conversations with people from around the planner community. Take a "look" into their planners and hear the stories they tell.
 
Join Arman Assadi in this pioneering podcast as he shares his entrepreneurial journey of finding flow and fulfillment and goes deep down the rabbit hole with some of the world’s most fascinating thought leaders, NYT bestselling authors, academics, artists, and real-world heroes. We'll unpack juicy topics like entrepreneurship, psychology, philosophy, mental health, personal development, mindset, and more. Arman’s mission is to democratize wisdom. He is the co-founder of Steno, a stealth A.I. ...
 
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show series
 
Krista Sheets is the President of Paragon Resources, a practice management consulting and training firm that works exclusively within the financial services industry. She joins the show today to share her passion for better understanding personnel behavior and teaching businesses and individuals how to succeed in their professional and personal liv…
 
Many healthcare organizations are built on solid foundations of providing care to all segments of the population. But, in 2020, many realized that they might not be telling that part of their brand story to the right people at the right time. For organizations that have a true mission to serve minority segments, understanding the values of those au…
 
As event planners we should know about what burnout is and how it actually can affect our performance in our careers. This episode walks through what burnout is, the effects of burnout, and discuss how you can make adjustments to be more aware of stress in your life doing forward. Episode highlights: Burnout is a syndrome that results from occupati…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian do a lightning round review of industries to see how they might fare in the recovery of our economy! Remember: In the first six months of 2021, we’re going to make over five fam…
 
Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients’ goals, so they can make…
 
When President Biden was asked at his first town hall whether he would forgive at least $50,000 of student loan debt, he quickly responded, “I will not make that happen.” The president is in support of canceling $10k for borrowers, but there’s a catch. Student Loan Planner Consultant Meagan Landress joins me to unpack why the president said what he…
 
In this episode, Rich Introduces Erik Garcia CFP®, BFA™ as the new co-host of The Financial Planner’s Desk Podcast. Erik shares a few of his experiences while attending Tulane University that leads him to pursue the financial advising profession. Erik and Rich share some of their professional background in other areas of the financial services indu…
 
Today I'm explaining the process of how you become an IFA in the UK. I have had a couple of emails about this, so I thought it would be worth sharing my thoughts on the career path and the steps you need to take if you want to give financial advice. If you have questions about anything to do with finance, please get in touch. Nothing in this podcas…
 
What are your go to items (beyond stickers) to decorate your planner? We share those items we keep handy while getting creative in our planners and journals in 2021. See what’s new, and what items are still on our go to list. This episode was recorded February 20th, 2021 Show Highlights Reflecting on our past favorite things Why are mens bikes not …
 
The Art (and Science) of Planning with Scott Season 3, Episode 16 How do you view time? As an art? As a science? Maybe both. When life is more than just productivity, how do we keep our to-dos in check? Join me as I interview Scott from The Art of Planning as we tackle everything from creating a new planner to what makes us laugh on Tiktok...and a …
 
When a utility planner sees his colleagues living paycheck to paycheck, he starts a Youtube channel to educate people in finance—and ends up cashing in. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and …
 
A listener is trying to decide between a podcast or YouTube channel. What are the pros and cons of each, and how can they make the best decision? Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listene…
 
In today’s episode we are talking to Katy Hill about turning a passion and purpose into profit. You may remember Katy from “Blue Peter” and Saturday morning television show “Live and Kicking”. Katy’s business is all about helping people achieving their limitless lives. In this episode: Fulfilment is not a destination Legacies and inspiring others L…
 
A laid-off social media strategist gets creative, using LinkedIn job listings to find candidates for freelance work. One year later, he’s bringing in $10,000/month. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided …
 
Today’s caller wants to help brands improve their Terms & Conditions, also known as T&C. Can she design and license a template that companies will pay for? Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons a…
 
Jim and Chris sit down to discuss listener questions about Social Security, Roth conversions, annuities, and IRA creditor protection. (5:00) A listener brings up a question from a previous show and asks if he should contact Social Security to end his currently claimed spousal benefit. (14:00) A Georgian listener inquires about his wife’s approximat…
 
It's Friday and that means live Q&A! But remember that I'm doing a limited-time sale: Go to https://radicalpersonalfinance.com/store and get 50% OFF all of my courses using coupon code CHANGINGPLATFORMS I'm ending my personal consulting work on March 31, 2021. If you'd like to book a personal consultation with me, go to https://radicalpersonalfinan…
 
On March 31 I am removing my current courses from the marketplace so that I can re-shoot the video with fancier visual effects and release them at a higher price point. I'm also no longer going to provide personal phone consulting services after March 31. Save 50% on my courses with coupon code CHANGINGPLATFORMS available at https://radicalpersonal…
 
It all started one night with pizza, wine, and chats about credit card debt...In episode 103 of Future Rich, Certified Financial Planner Barbara Ginty interviews her longtime friend, Lu, who actually helped Barbara transition to working full-time in personal finance way before the podcast even existed! Lu lives in Western, NY (not upstate! there's …
 
In this week’s new “Failure Friday” segment, we hear from the founder of a lifestyle and apparel brand who wakes up one day to find out he’s being sued. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and …
 
As Wedding Pros, we are our brand due to the personal nature of what we do. I know it’s hard to put ourselves out there and let people in and show them the person behind the business. It’s so tempting to hide behind our logo or business name and not show ourselves to the world. But embracing who you are, quirks and all, is going to help you build t…
 
In this episode of Talking Money from Informed Choice Radio, we look at the Budget. The good, the bad and the bits that it will take more time to understand! We cover everything from extended furlough, more self-employed income support, sneaky stealth taxes through frozen thresholds, a longer stamp duty holiday, government backing for low-deposit m…
 
James goes over some of his best tips for house hackers in this special class recording: Use an Appropriate Lease/House Rules Maximize Cash Flow Property Search & Selection Analyze Deals Maximize Insurance Comply With Laws Health and Safety Optimize Financing Repeat via Nomad™ Pay Taxes BONUS: Tenant Selection BONUS: Upgraded Finishes/Furnishings O…
 
Today, we discuss musicians who are good businessmen making their presence known beyond the reach of music. Follow us on social media--Twitter @ampedcheddar, Club House @ftofwpod, IG @financestheotherfword, FB @Financestheotherfword, and TikTok @ftofw_podcast, YouTube https://www.youtube.com/channel/UC7KTKr1oLF0926BqSKNKDXw or call us @775-537-4352…
 
I answer a brilliant question from listener Lauren about investing via Lifetime ISA compared to a Pension. I also chat through some of the key issues from yesterday’s budget announcement. If you have questions about anything to do with finance, please get in touch. Nothing in this podcast should be considered financial advice, it is for information…
 
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this …
 
In this week’s “Throwback Thursday / Where are they now?” segment, we undertake a valiant quest to hear from the co-founder of a legendary journal. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and liste…
 
In this episode of the Maven Money Personal Finance Podcast… Andy presents a short and sweet show featuring an historic quote from Theodore Roosevelt. Quick Preview of the Podcast: What it means to be in the arena Not all feedback is created equal Featuring commentary by Brene Brown Links: Humans Under Management Andy Hart Leave a review! Don't for…
 
Perhaps one of the greatest reasons to hire a CPA to file your taxes and help monitor your business is to protect yourself against what you don’t know. Your job is to be excellent in your line of work, and theirs is to watch out for you. When we came across an article in Kiplinger called “22 IRS Audit Red Flags,” we immediately realized that local …
 
Exxon, Nike, and slow job growth Resources https://www.msn.com/en-us/money/markets/u-s-private-payrolls-increased-by-sluggish-117-000-in-february-adp-says/ar-BB1ebOUp?rt=0&ocid=Win10NewsApp&referrerID=InAppShare https://www.msn.com/en-us/money/companies/nike-exec-resigns-after-son-used-her-credit-card-to-fund-sneaker-business/ar-BB1eapiy?rt=0&ocid=…
 
Folks often ask us, “When is the best time to get serious about retirement?” The answer is usually, “Now.” Realistically, most people start getting serious about retirement about 10 years out. They start to look at their 401(k) at work, their savings, debts and, if they haven’t already, they open an IRA or consider converting to a Roth IRA. We foun…
 
Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She returns to the XY Podcast to chat about scale through critical thinking and strategic business planning. Sue Viskovic XY: https://www1.xyadviser.com/members/2937464 Elixir Consulting: https://elixirconsulting.com.au/ To connect with your …
 
Do you want to have the confidence to truly rock retirement? Are you within 5 years of retirement? If so, this is the series for you. Over the next 5 episodes, we’ll explore what you should be focused on in the years leading up to retirement. Today we’ll explore the opportunities and risks that come within this time frame. Next week, we’ll start se…
 
Welcome to PART II of a very special series of the Wedding Planning Podcast, where you can listen to this couples’ dream wedding celebration come to life - in real time! In this week's episode of the Wedding Planning Podcast, real life bride (& my sweet sister!) Kate dishes on: A very surprising method for discovering what you truly want, Exactly h…
 
A listener is interested in a new online marketplace that donates profits to charity. She’s getting attention from her Pinterest pins and wants to know where to direct traffic—to the new marketplace, or somewhere classic like Etsy? Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money wi…
 
Jim and Chris sit down to continue their discussion on annuities while going through a hypothetical purchase of an annuity to cover minimum dignity floor (MDF) income. The post Annuity Features and MDF Coverage: EDU #2109 appeared first on The Retirement and IRA Show.By Jim Saulnier, CFP® & Chris Stein, CFP®
 
John Dodd, Sr. Private Wealth Advisor in Ronald Blue Trust’s Nashville, TN office, joins Mike to discuss how someone’s philosophy of money affects their day to day financial decisions. They discuss some ideas such as: Money has gravity: the more you have, the more force it exerts on you. Money has power: it promises what it can’t deliver. Money mak…
 
Planning, you say? Business, you say? Yeah, actually this stuff is super important and will change your life for the better. In this episode (Part 1 of a new podcast series "Your Business Plan Sucks") Jared and Jason break down what a business plan consists of and why every wedding creative needs to get out of the camera and create a strategy and a…
 
Falling in love with reading and writing is a conscious effort that you have to make every day. Arman shows the ropes of it by sharing some hacks on how to read effectively and how to transfer that into your writing and later into your speaking. Today’s episode is packed with how-tos of effective speaking, by emphasizing the importance of reading a…
 
When a business student converses with a sneakerhead, they form an all-star pair to sell rare footwear. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listener Q&A several days each week. Share: #Side…
 
Over the past couple of months, we have been releasing episodes in a new series called The 9 Accelerators of Successful Retirement Planning. The series covers the 9 steps in our Retirement Success ProgrammeTM which include: Life Priorities, Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care Fundin…
 
Become The Banker with Joseph Quijano & Jordan Quijano Sometimes, what we think we know about Investments and making money, turns out to be working more against us than it does for us. Find out the common misconceptions that the banks and financial institutions use to make us think we are on the right track when it is actually setting us backwards.…
 
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