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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.
 
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.
 
Values Investors Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.
 
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 ...
 
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 ...
 
Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald Mwandiambira is the Acting CEO for the South African Savings Institute (SASI). Gerald is also a former Director of The Financial Planning Institute of Southern Africa (FPI) and International Speaker. Gerald is a CFP Professional, Wealth Planning and Training Business Owner. Gerald is active in the media and supports financial literacy by contributing as a published author, Internationa ...
 
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 ...
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com, and is the director of Profile Investment Services, Ltd., www.profile-financial.com.
 
Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of McKenzie Banking Company / Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. McKenzie Banking Company / Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.”
 
Emotional Wealth is an American video, podcast, and Blog hosted by Wealth Advisor, Lon W. Broske, CFS®, CFP®. Using the current most relevant financial climate and topics Lon is able to give his opinion on what is really going on with your finances. Topics include, stock market performance, retirement savings, current events and how they impact financial climate, general financial education and tips, and much more!
 
At Evergreen Wealth Solutions we're focused on helping you build and maintain your ideal financial life. Each episode of this podcast will provide you with insights and frameworks to help you build your own ideal financial life. To do this, we'll feature members of the Evergreen Wealth Solutions team, industry experts, and successful individuals. We hope that, by telling their stories, this podcast can become a way for you to gain perspective when evaluating your own financial choices and go ...
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
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 ...
 
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 ...
 
Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
 
Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
 
Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth. Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, ...
 
Am I managing my personal finances in a God honoring way? What does biblical stewardship look like? As a Christian, what should my view of money be? These are just some questions that you, and other Christians, are pondering day in and day out. To be frank, there aren't a lot of places for Christians to turn to get these answers AND any answers that come back are typically conflicted in some way or another. I'm Donovan Brooks, CFP®, CKA® and I'm your host. My hope is to educate, encourage, a ...
 
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 ...
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Rianka R. Dorsainvil, CFP® is a powerhouse in the world of financial planning. As a successful experienced millennial, she offers a unique perspective on not only on the current state of the financial service industry, but on how to move the financial planning profession forward into the future. In her latest project, she has launched the podcast 2050 TrailBlazers. Conversations around diversity and inclusion have been happening in the profession and industry. Entire panels have been formed, ...
 
In Angles, a personal finance podcast, Anglia Advisors founder Simon Brady CFP® and his guests talk about what younger professionals and foreign nationals in the US need to know to successfully getting their personal finances in order and build towards financial security, often by just adjusting your mindset, using new technology or learning to ignore the BS conventional wisdom and myths put out by the financial media & Wall Street.This podcast is informational only and should not be used as ...
 
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Talk to Ric... https://goo.gl/c3jdeO​ ↓↓↓↓↓↓↓↓continue reading below ↓↓↓↓↓↓↓↓ __________________________________________ http://www.rickomarek.com/blog/avoiding-7-retirement-traps Learn more at... http://www.RicKomarek.com​ Watch more videos here... https://www.youtube.com/playlist?list=PLvLbqeCOg7FSAapjPvyJhruHoMAPMKqeC #RicKomarek --- Send in a v…
 
Former pre-school teacher Tiffany Aliche created a mini-“boss” entrepreneur when her savvy stepdaughter started asking questions about money- and put her on an early path to being a financial grownup. Plus we preview Tiffany’s latest book, Get Good with Money. 10 Steps to Financial Wholeness. For more information, visit the show notes at https://ww…
 
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the stock trading and investing app Robinhood. They dive in on recent news about a user's giant tax bill and share their thoughts about the recent "short squeeze" phenomenon and compare and contrast to the market of 1999. — Peak Wealth Management is a finan…
 
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Sally in the YFP Facebook Group: How should I prioritize several financial goals? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the Your Financial Pharmacist Facebook Group YFP Plann…
 
In this episode we discuss all the ways that people are using financial assets to save for short-term goals - cash, bonds, the stock market, and even crypto. In the end, financial planning is always to place to start. Show notes for this episode - https://catholicfinancialplanners.com/5 Catholic Money Mastermind is a production of the Catholic Fina…
 
Hans goes over client examples where using a CFP, or Certified Financial Planner, makes all the difference in their retirement, from being able to have more money to being able to retire early. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can …
 
States all across the country are re-thinking the future of their economy after the many shifts brought on by COVID-19. Today we get the opportunity to speak with David Lehman with Connecticut Department of Economic and Community Development to find out what his goals are as commissioner and find out why he’s optimistic about the future of our stat…
 
In this episode, you'll learn: How to protect yourself from getting trapped in too much debt How to avoid the biggest debt pitfalls at every age Healthy ways to approach big sources of debt like mortgages, auto loans, and student loans How you measure up to your peers For more information, visit: https://www.moneyguy.com/2021/04/average-debt-by-age…
 
Welcome to the YFP Real Estate Investing Podcast! On this trailer, you'll meet hosts Nate Hedrick, the Real Estate RPh, and David Bright. Nate and David share a quick introduction of themselves, the mission and why behind the YFP Real Estate Investing Podcast, and what to expect on upcoming episodes. Mentioned on the Show Real Estate RPh YFP 040: 1…
 
The IRS has an opinion, they want us all to take the standard deduction, but is that the best for your retirement? Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We wou…
 
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…
 
On this episode, Tim Ulbrich welcomes Nate Hedrick and David Bright, co-hosts of the brand new YFP Real Estate Investing Podcast that is launching on Saturday, April 17, 2021. Tim, Nate, and David talk about the mission and why for the show, who the podcast is for, the content that will be covered, and the guests that will be featured on the show. …
 
Financial Advisors may not be giving credence to the crypto currency trend circulating social media, but it is still important to pay attention as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss in this episode. Crypto currency has gained a following with younger people and make no mistake - they are sharing what they are le…
 
If you want a master class on marketing strategy, this might be the closest you’ll get in a single podcast episode. Today we’re talking with Kia Arian, who we’ve worked with for a few years. She’s a strategist and graphic designer to many of the biggest marketing names out there. She’s also helped with Dan’s upcoming book, Advisor VooDoo: Mastering…
 
Staying up to date on tax code changes is crucial! Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-9…
 
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®
 
Where did you first learn how to invest? Who explained the power of compounding interest and the discipline of living on less than you make? In today's episode, we're breaking down a recent survey revealing where the majority of investors get their investment advice. We'll share our thoughts on these sources and explore how to tell if a source is t…
 
This month we are discussing the ingredients that make up your retirement portfolio--your pie cake. In the previous episode, we took a deeper look at ETFs, and in this episode, we explore mutual funds. You probably have mutual funds somewhere in your portfolio, but you may not know exactly what they are. On this episode of Retirement Answer Man, we…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. I hope that you have enjoyed Season 1. I am really excited about Season 2 and what we have in store for you. During this bonus episode, I am going to recap everything from Season 1, including a one-word t…
 
How do qualified dividends and long-term capital gains matter in your income strategy? Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your quest…
 
As an African American woman and a financial advisor, Diane Manuel has a unique perspective on the financial industry. She had several fears to overcome not only in her former workplaces, but in knowing how to serve her clients. Because of her journey and experiences, Diane became inspired to build a movement to help empower women. Diane works at U…
 
Most everyone understands the value of a household budget. However, it's rare that people have a true accounting for every dollar that comes in and out of their bank account. In this episode, the Evergreen teams talks about the benefits of budgeting, how to properly organize a budget, and why a budget is key to financial freedom. Check out these ad…
 
In this episode of the podcast, Kate sits down with Andrew Harris, founder and president of Evergreen Wealth Solutions. Kate and Andrew talk about "how" and "why" the company was founded, the mission of the firm, and how they landed on Evergreen Wealth Solutions for a name. Read more about the Evergreen story here: https://www.evergreenwealthsoluti…
 
Can we learn anything from last year's rush on toilet paper? Find out if there will be mass spending this summer, the US's suggested infrastructure plans, and what we can learn from toilet paper sales in this week’s episode of “Money Matters.” This episode was recorded by President Chad P. Wilson of McKenzie Banking Company / Foundation Bank on Apr…
 
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…
 
Using the right timing of your gift, the right type of asset and to the right entity can make a large impact on your tax return. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterw…
 
This is the “Know Better, Do Better” series born from the countless conversations two CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore, have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They want to help you gain financial confidence and clarity to control your dest…
 
On this episode of 20/20 Money! My guest on today’s show is…me! This is a different solo episode of sorts, because it’s actually the interview that I did for IDOC’s Focal Point Podcast, hosted by Dr. Steve Vargo, OD. If you’re interested in subscribing to Focal Point Podcast, the link is in the show notes of this episode. On this episode, Steve ask…
 
Despite the economic downturn, 2020 turned out to be a fantastic year for charitable giving. In this episode, we’ll look at how people chose to give and you’ll learn about the efficiency of giving through donor-advised funds (DAFs). In the listener questions segment, you’ll learn how to survive a bear market in retirement. We’ll investigate the len…
 
Learn what tends to actually drive volatility in the market, and why many investors miss out because of it. Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9…
 
Like any successful business owner, you are bound to make mistakes. But to the extent you can learn from others and minimize those mistakes, the more likely you are to stick with it and see the fruits of your labor. Here are 5 financial mistakes to avoid when starting your business. Find the blog version of this podcast at LuminaryWealth.com Or che…
 
Hans and Robby go over the Social Security benefits for widows and widowers, and how these benefits might fall short in retirement. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com o…
 
As we begin a new month, many residents will be paying 15% more for electricity. Not forgetting that the Petrol price is increasing by R1 a litre at midnight. We can’t even imagine what the food prices will be like after these increases. But then seeing how many people are hard hit by the lockdown restrictions, what are the most practical ways one …
 
Jim and Chris sit down to discuss listeners questions relating to retirement benefit plans, Social Security, annuities, and QLACs. (3:30) An Indiana listener looks for advice on when to collect his Railroad Retirement Benefits (RRB). (17:30) A Californian asks for clarification about how receiving two years of wages after retirement will effect her…
 
Before you can determine an investment strategy, you have to understand your risk profile. How comfortable are you with volatility or would you prefer a more conservative approach? Unfortunately, many people just don’t realize how much risk they’re taking on inside their portfolio so that’s what we want to help you get a better grasp on today. Read…
 
Understanding history can keep you protected as you move into your future. After years of working in the financial space, we see trends in the investment world. With a desire to build wealth fast and a fear of being left behind, we've watched the public jump on the latest investment trends, often leading to severe disappointment. When one financial…
 
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