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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.
 
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 ...
 
Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing ...
 
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.
 
You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. Every decision is a trade-off against another choice. But how deeply do we contemplate these choices? Are we settling for the default mode? Or are we ruthlessly optimizing around a deliberate life? Host Paula Pant interviews a diverse array of entrepreneurs, early retirees, millionaires, investors, artists, adventurers, scientists, psych ...
 
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 ...
 
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 ...
 
Hosted by 3D Asset Management, we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutiqu ...
 
This is a podcast about the financial, money and recreational mindset needed to successfully plan for and live your best life before and through retirement. Hosted by Lawrence “Larry” Sprung, CFP®, Founder and Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
 
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.
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic ...
 
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 Paisa Vaisa podcast helps you understand all things money so that you can make well-informed financial decisions. Understand the basics every week as host, Anupam Gupta, talks with experts across a wide spectrum of the banking and financial services industry: CIOs, CEOs, startup founders, bloggers, advisers, even kids - all of them are part of the awesome line up of guests on the show.
 
Master the clean exit! Discover secrets of M&A Masters. You'll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.
 
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
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.
 
Exciting, informative. Every Monday, your host Brian Hamrick interviews real world real estate investors and industry professionals to discuss topics, tips, and techniques designed to make you a more confident and successful rental property owner and real estate investor. Guests include buy and hold investors, flippers, wholesalers, property managers, brokers, legal advisors, insurance providers, mortgage brokers—you name it, we’re talking to some of the top names in the business.
 
Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area as well as American expats living abroad. Check out our "Gimme Some Truth" Podcast to hear about market concepts, investment trends, financial planning tips and more. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients ...
 
“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 Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 Advisor, Exit Planning Institute’s Exit Planner Leader of the Year and business strategist with over 20 years of experience. Justin owns Financially Simple, LLC, a division of Heritage Investors, ...
 
How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
 
Successful entrepreneurs begin with the support of a few #earlybelievers. Gopi Rangan, founding partner at Sure Ventures, interviews venture capital investors in the Silicon Valley and beyond. Guests share insider stories on how they invest in early stage startups. Do you want to learn from real-life challenges, inspiring missions and important decisions by CEOs, founders, VCs, angels, and advisors? Listen to https://podcast.sure.ventures.
 
The hosts of Common Sense Investing have been helping their clients and listeners make sense of the markets for nearly three decades. Using a conservative, diversified, value oriented approach to investing they strive to make you a better-educated, well-informed investor. With a straight forward, common sense approach, they’ll share their insights on today’s markets, economy and financial planning topics with the belief that is just as important to protect your assets, as it is to grow them. ...
 
Two young investors building their investment portfolios one step at a time. Tune in weekly for the latest adventure! Terms: All of the information presented is our own personal opinion.It should not be used as investment advice. Please use caution when making a financial decision. Companies and Investments mentioned are for learning purposes.
 
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 ...
 
Each episode lasts between 5 and 15 minutes (as short and succinct as possible) and contains tips, strategies, research, methodology, case studies and ideas to help you build wealth safely and successfully. Stuart Wemyss is a qualified independent financial advisor, accountant, tax agent and licenses mortgage broker allowing him to provide holistic advice. He has authored three books with his latest being Investopoly. (Buy your copy here - http://investopoly.com.au/). Stuart writes a weekly ...
 
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 ...
 
The Lifetime Cash Flow Through Real Estate Investing Podcast grants you access to expert real estate investors, syndicators, lenders, property managers and advisors. These experts share their stories, tips and advice on how they successfully built their businesses, and their fortunes, through multi-family real estate investing. Host Rod Khleif is a seasoned and passionate real estate investor who has personally owned and managed over 2000 apartments and homes. Rod has combined his passion fo ...
 
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 ...
 
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show series
 
When people don't understand they tend to do nothing. As that pertains to finances some may miss great opportunities to secure greater financial security and wealth. In this episode host Josh Nelson's mission to help people understand better by reviewing 2 of his 4 well loved foundational financial buckets and by going into detail about asset alloc…
 
In episode 315 of Financially Simple, Justin reflects on the pilgrim settler’s attempt at Socialism and the subsequent establishment of Private Ownership. William Bradford wrote on the efforts of the first settler’s establishment of a communal system of government, and the hardships and costs it effected before shifting to a more individualistic ap…
 
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: How to Invest Your 401(k), Financial Advisors, How to not run out of Money, Retirement, Commodities, Pre-Tax Money, Conference Calls, Cash Reserve Fund, …
 
Since this episode is dropping on Thanksgiving we thought we’d do something a bit different. Instead of focusing on bettering ourselves financially, we wanted to introduce you to StoryCorps, a non-profit organization that strives to make the world better off by preserving and sharing stories, build connections and create a more just and compassiona…
 
The financial pathway of a major airline pilot is remarkably similar to that of a doctor. A lot of people don't realize they make doctor-like incomes and actually have a lot of doctor-like financial challenges. You make little to no income for a decade, then pretty good income for as long as you can go without burning out. Joining us in this episod…
 
According to the Bureau of Labor Statistics, in 2019, Americans spent just over $8,000 on food. If you're on a tight budget, slashing your grocery bill is one of the easiest ways to spend less. But what if you don't want to compromise on healthy eating? Today's guest, Rosemary Fotheringham, is a Functional Nutritional Therapy Practitioner (FNTP) wh…
 
Yes Black Friday sales are upon us and although Bitcoin isn't offering any discounts, we are. Pull backs on Ethereum, Cardano, Link, Binance, Litecoin, EOS, Bitcoin Cash and heck, nearly everything in crypto has got this cryptotrader stalking long entries. To take advantage of our sale go to: https://promo.tradercobb.com/bf See acast.com/privacy fo…
 
A weaker dollar is highly correlated with emerging market gains, and the value of foreign currency-denominated assets rises for U.S. investors as the greenback falls. Today's Stocks & Topics: BTG - B2Gold Corp., RUT - Russell 2000 Index, BAC - Bank of America Corp., Dow 2000, Buying a Car on Black Friday, GM vs. Tesla, Bonds, NIO - NIO Inc. ADR, AH…
 
On a Q&A Thanksgiving episode of the Dentist Money™ Show, our listeners pitch in with a couple of good questions. The need for “ready cash” has recently been pushed to the forefront with the pandemic—and as a practice owner, you’re sure to face a few more emergencies in your career. So knowing the right amount of money you should have in your emerg…
 
You've been with your advisor for many, many years, and you think he's great, yet you're a bit concerned about what the future holds since he just turned 70. Is it time to ditch him and look for somebody younger? 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 Goodma…
 
Leslie Tayne is an award-winning financial attorney and author of Life & Debt: A Fresh Approach to Achieving Financial Wellness. Leslie is the founder and managing director of Tayne Law Group — a law firm headquartered in New York that is dedicated to debt solutions. She has over 20 years of experience in consumer and business debt solutions, inclu…
 
Bitcoin is in a precarious position right now. Will it push higher or will it pull back. Crypto has exploded once again and extraordinary money is being made by cryptotraders with XRP going nuts, ADA joining the part even EOS, BCH and BSV has grown some legs. Binance moved, LINK is slow and ETH is extended See acast.com/privacy for privacy and opt-…
 
#286: Kaitlyn has $78,000 saved for a property, but she isn’t sure whether she should buy a personal residence, a rental property, or both. How can she best use this money? An anonymous listener wants to lower their housing expenses. Should she and her husband buy a cheaper property and turn their current home into a rental, or should they stay and…
 
Despite the coronavirus pandemic challenges, the National Retail Federation expects holiday spending to reach as high as $766.7 billion. Today's Stocks & Topics: DFCIX - Delaware Smid Cap Growth Fund A, XME - SPDR S&P Metals & Mining ETF, Investing & Marriage, HA - Hawaiian Holdings Inc., Social Security, Energy Sector, AMZN - Amazon.com Inc., CVS …
 
Stocks aren't doing what Jim Cramer thinks they should do, so it must be young people's fault. Maybe it's a good time for the Cramer Contrarian Strategy™. The future: You can't know it. How to find the best advisor: Trust, but verify. $100,000 to invest for the long-term, but... A Motley Fool's foolish investing "rule." It's almost impossible to ma…
 
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH & TECHNOLOGY SERVICES CO-HOST: CHRIS HAUSMAN, SWAN GLOBAL INVESTMENTS THE BUZZ THOUGHTS ON CURRENT MARKET ENVIRONMENT EARNINGS SEASON VOLATILITY BREAKDOWN THE ADVISORY INDUSTRY 2020 THE 60/40 PORTFOLIO RUSSELL 2000 SMALL CAPS PUSH HIGHER OPTIONS 101: STOCK SUB…
 
For retirement-oriented investors, especially those saving through 401(k) and other defined-contribution plans, the most popular solution is a target-date fund. Those funds are designed to build retirees’ wealth through a carefully constructed asset allocation and glide path that minimizes risk. But designing those funds is a complex process, as my…
 
Your father recently passed away and you suddenly find yourself in charge of a construction company. That's the scenario facing our latest caller, and needless to say, there are plenty of questions that need answering. 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 …
 
Since they moved in together at the start of the UK lockdown in March, Marijke and Danny’s relationship has gone from strength to strength. Marijke owns the flat they both live in — but Danny has recently come into an inheritance and wants to finance building an extension to their home. How can the cohabiting couple structure this arrangement in a …
 
Steven Mnuchin downplayed his decision to pull the plug on several Federal Reserve programs, saying there’s enough money around to provide funding where it is needed. Today's Stocks & Topics: MPW - Medical Properties Trust Inc., Value Stocks, SBRA - Sabra Healthcare REIT Inc., Post-Covid World, Very Expensive Stocks, Dividend Cuts, Gold, 401k, Taxa…
 
Many insurance salespeople will go to any length to convice you to buy their complex, convoluted, high-commission products (like Curtis Ray and his "MPI™ system"). Whole (or universal) life insurance is a bad investment no matter what they claim. Why is this so hard to understand: Making more money REQUIRES taking more risk. PERIOD. A house flipper…
 
The Moneywise Guys Monday, November 23rd BE MONEYWISE. Moneywise Wealth Management | “The Moneywise Guys” podcast call: 661-847-1000 email: info@moneywiseguys.com website: www.MoneywiseGuys.com Guest: Traco Matthews, Chief Program Officer at CAPK (community action partnership of kern) and sits on the board of the African American Network of Kern Co…
 
Interest expenses are often an investors largest tax deduction. You must realise that the onus of proof is on the taxpayer (you), not the ATO. That is, you must be able to prove to the ATO that your deductions are legitimate. If you are not able to do that unequivocally, you risk the tax deduction being denied in full (and you will have to pay inte…
 
2020 is one of those "weird" years. To say that it's been strange and tough on everybody is an understatement. Wiser Financial Advisor host Josh Nelson acknowledges that too. Yet, in this episode he delves into a perspective that encourages us to see that there are good things about it too for us all. He says what we're experiencing is like a seaso…
 
Maureen Miles is crushing it in the multifamily space and is a good friend. Maureen has a female run property management company that supports her 3000+ properties as well as 3rd party management of other properties. Property management In-house vs 3rd party Flintstones to Jetsons on 6 months Covid hits and wins Capital Expenditures during a Pandem…
 
Exclusive Download: High Octane Team Technique™ – Break Down Your Organization Structure by Function & Create An Environment of Results, Not Excuses - https://bit.ly/3916Lgb -- Many founders throw money at new employees hoping their business will grow… Only to find they don’t know where to ‘put’ their new employees, and they end up wasting cash on …
 
In episode 314 of Financially Simple, Justin answers a listener’s question on measuring value improvement. It can be difficult to take in the bigger picture when running your own business, and seeing the effect of small adjustments and improvements can take time. In this episode, Justin goes over the factors that can be used to measure value improv…
 
Inherited IRAs usually come with a handful of options that need to be carefully considered before making a decision, so make sure you weigh all the pros and cons. 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 c…
 
Anyone who has spent time researching notes and seller financing is going to be familiar with today’s guest. Over the past 40 years he has purchased more than 40,000 notes and his NoteSchool executive team has bought 3.5 billion dollars in notes. He’s an esteemed teacher of all aspects of real estate notes, won many industry awards and is an inaugu…
 
In this week's episode of 'Paisa Vaisa', Host Anupam Gupta is joined by Atul Singh, Founder and CEO at Validus Wealth. Validus Wealth is a full service, next-generation private client platform in India, offering investment advisory, portfolio management, research, and wealth planning services serving HNW/UHNW families. Anupam and Atul talk about th…
 
2020 has been a wacky year, especially when it comes to civil unrest. So we're veering off course a little bit this weekend and chatting with Bill Bratton, one of the most respected and trusted experts on risk and security issues. During a 46-year career in law enforcement, he instituted progressive change while leading six police departments, incl…
 
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