))
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.
…
continue reading
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, 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 management ...
…
continue reading
Travis helps you navigate the insane world of student loans, especially if you owe $20,000 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.
…
continue reading
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
…
continue reading
Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
…
continue reading
Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
…
continue reading
Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
…
continue reading
1
The Investing for Beginners Podcast - Your Path to Financial Freedom
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
…
continue reading
Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
…
continue reading
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
…
continue reading
Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
…
continue reading
Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
…
continue reading
Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
…
continue reading
Learn all about investing in real estate in Mobile, Alabama with a combination of real estate financial planning and modeling with numbers specific to Mobile plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Mobile).
…
continue reading
Learn all about investing in real estate in Centennial, Colorado with a combination of real estate financial planning and modeling with numbers specific to Centennial plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Centennial).
…
continue reading
Learn all about investing in real estate in Yonkers, New York with a combination of real estate financial planning and modeling with numbers specific to Yonkers plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Yonkers).
…
continue reading
Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
…
continue reading
Learn all about investing in real estate in Norfolk, Virginia with a combination of real estate financial planning and modeling with numbers specific to Norfolk plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Norfolk).
…
continue reading
Learn all about investing in real estate in Reno, Nevada with a combination of real estate financial planning and modeling with numbers specific to Reno plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Reno).
…
continue reading
Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
…
continue reading
Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
…
continue reading
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
…
continue reading
Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
…
continue reading
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 ...
…
continue reading
You heard right. The Reformed Financial Advisor Podcast? It's gone. Dead and buried. From now on, it's Gentleman Speculator. Cleaner. Sharp as a stiletto heel. Like Alain Delon's tailored slacks. Gentleman Speculator is the home for insights on investing, legacy, and the life well-lived from Andrew Flattery and Simple Wealth Planning LLC.
…
continue reading
A Gen Xer podcast for musicians and music lovers, where we discuss music and money without all the pretentious BS! ---Listener discretion is advised--- Hosts- Mel O-Certified Financial Planner and author of "Finances the Other "F" Word", and Zoe Terry-attorney at large.
…
continue reading
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 ...
…
continue reading
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
…
continue reading
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
…
continue reading
1
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
…
continue reading
A podcast where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, stock market news and analysis, and discussion around many of the stories and decisions facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your financial situation (with the occasional dad joke). Learn more at TheInvestedDads.com
…
continue reading
We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
…
continue reading
Learn all about investing in real estate in Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
…
continue reading
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This ...
…
continue reading
Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
…
continue reading
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. I speak in English and Filipino in this podcast. Visit the80percentpodcast.com to learn more. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
…
continue reading
Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
…
continue reading
Learn all about investing in real estate in Brownsville, Texas with a combination of real estate financial planning and modeling with numbers specific to Brownsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Brownsville).
…
continue reading
Learn all about investing in real estate in Roseville, California with a combination of real estate financial planning and modeling with numbers specific to Roseville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roseville).
…
continue reading
Learn all about investing in real estate in Westminster, Colorado with a combination of real estate financial planning and modeling with numbers specific to Westminster plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Westminster).
…
continue reading
Learn all about investing in real estate in Roanoke, Virginia with a combination of real estate financial planning and modeling with numbers specific to Roanoke plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roanoke).
…
continue reading
Learn all about investing in real estate in Lewisville, Texas with a combination of real estate financial planning and modeling with numbers specific to Lewisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lewisville).
…
continue reading
Learn all about investing in real estate in Evansville, Indiana with a combination of real estate financial planning and modeling with numbers specific to Evansville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Evansville).
…
continue reading
Learn all about investing in real estate in Surprise, Arizona with a combination of real estate financial planning and modeling with numbers specific to Surprise plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Surprise).
…
continue reading
Learn all about investing in real estate in Huntsville, Alabama with a combination of real estate financial planning and modeling with numbers specific to Huntsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Huntsville).
…
continue reading
Learn all about investing in real estate in Glendale, Arizona with a combination of real estate financial planning and modeling with numbers specific to Glendale plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Glendale).
…
continue reading
1
Walking the Walk along with Talking the Talk of Military Transition with Heather Walrath
39:26
39:26
Mais Tarde
Mais Tarde
Listas
Like
Curtido
39:26
I’m so grateful to have Heather Walrath joining us on the podcast today. She currently serves as financial education and accredited financial counselor at the Navy Mutual Aid Association. As part of the Education Team, Heather speaks one-on-one with servicemembers and spouses and provides group presentations to servicemembers and families across th…
…
continue reading
1
The experience of becoming a financial planner
22:32
22:32
Mais Tarde
Mais Tarde
Listas
Like
Curtido
22:32
Daniel interviews Emily about her first year working in a financial planning firm, including everything from her interview experience to learning about financial planning and studying for her Series 65 licensing exam.Por MY Wealth Planners
…
continue reading
1
#114 – Retirement planner chat, with me...Andy Panko from Tenon Financial
1:54:44
1:54:44
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:54:44
We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribut…
…
continue reading
1
IFB351: Listener Questions Answered - From Financial Planners to Debt Ratios
48:56
48:56
Mais Tarde
Mais Tarde
Listas
Like
Curtido
48:56
In this episode of the "Investing for Beginners" podcast, Dave and Andrew tackle four insightful listener questions, including how to select a financial planner and the importance of debt-to-equity ratios. Tune in for practical advice and expert insights on navigating the world of investing. 00:00 - 00:32: Introduction Dave welcomes listeners to th…
…
continue reading
I am altering the pension. Pray I don't alter it any further. This week we talk about the continued roll out of changes to the Canada Pension Plan and how in 40 years you might get more money in retirement. Who qualifies for the best version of this plan, why is there now a two-tired structure and other useful facts about your government mandated f…
…
continue reading
1
COLA, WEP, and Annuities: Q&A #2437
1:33:04
1:33:04
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:33:04
Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account. (17:30) Georgette asks if the S…
…
continue reading
1
Decoding Fund Manager Fees: How to Maximize Your Investment Returns
12:37
12:37
Mais Tarde
Mais Tarde
Listas
Like
Curtido
12:37
In this episode, Warren Ingram answers your questions about fund manager fees and the impact on investor profits. Warren speaks to investing in retirement annuities provided by unit trust companies, admin and platform fees, as well as the importance of understanding investment costs to ensure you're not overpaying. Takeaways When investing in retir…
…
continue reading
1
1056-Should I Move to the Suburbs or an Apartment with a Pool for My Children?
22:27
22:27
Mais Tarde
Mais Tarde
Listas
Like
Curtido
22:27
Why We Won't Raise Our Kids in Suburbia https://youtu.be/oHlpmxLTxpw?si=kU6WxaxPXTIKa1IY
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:53
34:53
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:53
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:54
34:54
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:54
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:54
34:54
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:54
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:53
34:53
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:53
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:50
34:50
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:50
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:54
34:54
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:54
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:50
34:50
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:50
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:50
34:50
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:50
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:55
34:55
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:55
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:53
34:53
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:53
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:51
34:51
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:51
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:51
34:51
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:51
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:51
34:51
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:51
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:55
34:55
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:55
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:54
34:54
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:54
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Warning - Risks of Missed Inspection Issues When Investing in Real Estate
34:55
34:55
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:55
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is the risk of buying a property having missed important, expensive issues with the property during the inspection period. In this class, James will discuss the risk of investing in real estate and specficially the ri…
…
continue reading
1
Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett
38:16
38:16
Mais Tarde
Mais Tarde
Listas
Like
Curtido
38:16
Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to fina…
…
continue reading
1
Building an evidence-based business with Jonathon Jay
34:34
34:34
Mais Tarde
Mais Tarde
Listas
Like
Curtido
34:34
In this episode of That NextGen Planners Podcast, we chat with the awesome Jonathon Jay from Hoxton Wealth. We chat about Hoxton's venture into the UK with Hoxton Wealth, the growth of evidence-based investing, what real financial planning is in Jonathon's opinion, and much more. Join our community: www.nextgenplanners.co.uk…
…
continue reading
1
Are You On Track to Become a Millionaire?
33:57
33:57
Mais Tarde
Mais Tarde
Listas
Like
Curtido
33:57
Find out where you stand financially and if you're on track to become a millionaire. Financial experts Meagan McGuire and Sim Terwilliger explain how to evaluate savings strategies, balance debt with investments, and avoid overspending. You’ll also learn how understanding opportunity costs can help shape smarter financial decisions. In today’s epis…
…
continue reading
In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific …
…
continue reading
1
How To Design Your Retirement Income: An Overview (Canadian Financial Summit 2023)
54:24
54:24
Mais Tarde
Mais Tarde
Listas
Like
Curtido
54:24
With the Canadian Financial Summit coming up at the end of October, I wanted to share over the next few weeks content that Summit attendees had access to last year. When you register you get access to talks like these, plus a myriad of other speakers who are some of Canada’s top financial experts. I’ll be promoting the Summit and giving away free t…
…
continue reading
1
Embracing the Mess: How to Improve Financial Outcomes When Life Doesn’t Go as Planned
27:47
27:47
Mais Tarde
Mais Tarde
Listas
Like
Curtido
27:47
If your financial goals always feel like they’re just out of reach, you’re not alone! In this episode, we talk about the dissonance between your financial plan and real life – and how to put your advisor’s best advice into action more consistently. Join us as we discuss the stories and strategies that make financial planning such a dynamic and impo…
…
continue reading
1
Capital Gains, Stock Market Volatility, Hawaii Vacations and Unplanned Expenses (Ep.109)
36:04
36:04
Mais Tarde
Mais Tarde
Listas
Like
Curtido
36:04
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, Matthew Theal, and Joshua Winterswyk discuss Kamala Harris tax proposal, stock market seasonality and changes to interest rates. The episode wraps up with a conversation about NFL season, a recent breakfast event for nurses, and product recommendations. 00:37 Hawaii Vacation Recap…
…
continue reading
1
How Do Leadership Traits Drive Investment Success?
26:11
26:11
Mais Tarde
Mais Tarde
Listas
Like
Curtido
26:11
Josh and Austin dive into leadership lessons from Admiral William H. McRaven’s book The Wisdom of the Bullfrog and why the best leaders spend time in the trenches with their team. The guys share some stories about leadership that will make you rethink what it means to be in charge, and connect the dots to investing, explaining why founder-led compa…
…
continue reading
Summary In this conversation, Amy and Mike discuss long-term care insurance and how to plan for long-term care. They explain the different types of insurance available, including traditional long-term care insurance and hybrid long-term care insurance. They also discuss the option of self-insurance and the importance of having a plan in place. They…
…
continue reading
1
#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast
1:36:40
1:36:40
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:36:40
Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in…
…
continue reading
I’m considering buying a new home and would love your thoughts on if you think I can afford to buy now. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do…
…
continue reading
1
IFB355: How to Invest in Banks - A Step-by-Step Guide
39:49
39:49
Mais Tarde
Mais Tarde
Listas
Like
Curtido
39:49
In this episode of the Investing for Beginners podcast, hosts Dave and Andrew explore the intricacies of investing in banks, discussing their economic significance, profitability, and the complexities of bank terminology and financial statements. [00:00:50] Why Invest in Banks? Discussion on the profitability of investing in banks and their substan…
…
continue reading
1
The Ripple Effect: How 911 Reshaped Financial Markets and Insurance Industry pod audio
56:04
56:04
Mais Tarde
Mais Tarde
Listas
Like
Curtido
56:04
Today, we explore the aftermath effect of 9-11 on financial markets and the insurance sector. We also discuss why mass shootings are not considered domestic terrorism. Catch Mel O Live on the Stationhead app @momentofmetal Wednesday at 6 AM Pacific Time. To learn about money without out the pretentious Bu!!sh%t give me a follow here. Want to talk t…
…
continue reading
1
Money-Saving Tips When Buying the Things You Need
19:36
19:36
Mais Tarde
Mais Tarde
Listas
Like
Curtido
19:36
Welcome to Episode 206 of The 80 Percent. Just because you’re buying a necessity doesn’t mean you can’t save money. In this episode, I will share practical money-saving tips to help you get the best deals on essential purchases. Learn how to make informed decisions while shopping for everyday needs. Episode sponsor: Learn to trade forex and the glo…
…
continue reading
1
Shannon and Mike Planning Session 1: Life Plans and Financial Freedom
57:32
57:32
Mais Tarde
Mais Tarde
Listas
Like
Curtido
57:32
Get an exclusive look at financial planning with Childfree Wealth®! In this 6-part series, Dr. Jay sits down with Shannon & Mike to align their life plans with their financial goals - this is a conversation you won't want to miss! 🌍✈️ They explore how early retirement could be for this couple, tackle the “childfree midlife crisis,” and discuss a po…
…
continue reading
1
The Real Zorro, Noblesse Oblige, Gentleman Speculator
45:01
45:01
Mais Tarde
Mais Tarde
Listas
Like
Curtido
45:01
https://www.gentlemanspeculator.com/ You heard right. The Reformed Financial Advisor Podcast? It's gone. Dead and buried. From now on, it's Gentleman Speculator. Cleaner. Sharp as a stiletto heel. Like Alain Delon's tailored slacks. Money is a tool. But this isn’t about counting beans anymore. We’re talking shadows, where the real power reveals its…
…
continue reading
1
E236: The Right Way to Set Up (and Use) YNAB for Budgeting
27:55
27:55
Mais Tarde
Mais Tarde
Listas
Like
Curtido
27:55
You Need a Budget (YNAB) is a powerful tool that can help you manage your cash flow, save with intention, and spend with confidence. I'm going to walk you through the "right" way to set it up and use it. Or at least, MY way.Por Michael Reynolds
…
continue reading
1
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization
46:04
46:04
Mais Tarde
Mais Tarde
Listas
Like
Curtido
46:04
This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We d…
…
continue reading
1
Our Retirement Planning Process and Philosophy Part 12: EDU #2437
1:10:29
1:10:29
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:10:29
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending. The post Our Retirement Planning Process and Philosophy Part 12: EDU #2437 appeared first on The Retirement and IRA Show.Por Jim Saulnier, CFP® & Chris Stein, CFP®
…
continue reading
This week's episode is inspired by the number one question we get asked by new clients - am i on track to retire? This week I take you through how we go about answering this question. What are the inputs required, and the key things for you to consider? For help, visit our website: www.guidancefs.com.au Disclaimer…
…
continue reading
1
Ep. 556: Are youth travel sports worth it?
58:14
58:14
Mais Tarde
Mais Tarde
Listas
Like
Curtido
58:14
On this week's episode, Kristen, Dame, and Pete discuss the outlandish costs of youth travel sports. Kristen goes back in time to adopt Pete's perspective from 10 years ago.Por Pete the Planner
…
continue reading
1
Contingency Plans for Your Student Loan Plan
42:38
42:38
Mais Tarde
Mais Tarde
Listas
Like
Curtido
42:38
Worried about changes to your student loan payments? It could happen if the Saving on a Valuable Education (SAVE) plan is repealed. Student loan experts Megan McGuire and Sim Terwilliger share how they’re advising clients to rethink their repayment approach. In today’s episode: 05:24 Parent PLUS loan borrowers need a plan B and plan C 13:44 Fill ou…
…
continue reading
With some big money decisions on the horizon, I have a lot of questions and I'm not sure which direction to go. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/pr…
…
continue reading
1
1055-Financial Goals You Should Set (10): Pay Cash For Your First Home
37:34
37:34
Mais Tarde
Mais Tarde
Listas
Like
Curtido
37:34
Previous Episode 111: Buying A House Debt-Free...In Your 20s! - Interview with Steve Maxwell RPF0111
…
continue reading
