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Informed Decisions Independent Financial Planning & Money Podcast

Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)

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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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Dollars&Sense Nelson Financial Planning

Joel Garris of Nelson Financial Planning

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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
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Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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show series
 
On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the complexities and risks associated with private equity in the dental industry. They discuss the importance of building a strong financial foundation, such as having a solid emergency fund and understanding profit margins before exploring private equity…
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In this week's podcast, I talk about should I stay invested when markets are at all time highs, is something many will rightly ask. And here is the data to show it; S&P 500 is at 6,090 right now (all-time high) Eurostoxx at 4,980 now (whisker under all-time high) Nasdaq at 19,859 now (all-time high) Large sections of the global equity universe are …
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We ask one question at the end of each of our episodes:Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our favorite answers from our guests in 2024. Featuring insights from:Jim Paulsen on understanding your true impact as an investorCliff Asness on the import…
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Join Joel Garris and guest host Chet Cowart on this episode of Dollars & Sense! 💵 They're diving into the uptick in financial scams during the holiday season 🎄🔍 and sharing important tips on how to protect yourself and your loved ones. Don't miss their invaluable advice on simplifying your estate planning to reduce stress for your beneficiaries 📝💡 …
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We’re joined by Dr. Joseph Hunstad, Past President and Owner of HKB Cosmetic Surgery. Dr. Hunstad reflects on his journey from a leading plastic surgeon to embracing a fulfilling retirement. He shares the lessons learned throughout his career and the importance of planning for a meaningful life beyond work. Key Takeaways: (02:15) Finding a passion …
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Learn the secrets of selecting an investor-friendly real estate agent in Metairie. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS…
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For more information and show notes visit: https://bwmplanning.com/podcast The first part of a two-part series where we explore the intricacies of inheritance from two perspectives: the inheritor and the gifter. This week, we focus on the inheritor's point of view, discussing why it’s essential for everyone—especially those in the oil & gas profess…
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Today we’re joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for long-term wealth accumulation, emphasizing the importance of starting early, automating savings, and maintaining consistent habits. They highlight the power of compound interest, using goals like saving $100,000 by age 30 to demonstrate how early contr…
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In this episode of Practical Finance for Parents, Mike Morton and Matt Robison explore how grandparents can effectively save for their grandchild’s college education using 529 plans. They break down the best strategies, including whether grandparents should contribute to an existing parent-owned 529 or open their own account. With recent FAFSA chan…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street’s growing role in Bitcoin trading and share their insights on the outlook of cryptocurrenc…
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Learn the secrets of selecting an investor-friendly real estate agent in Billings. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS…
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Learn the secrets of selecting an investor-friendly real estate agent in Milwaukee. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTOR…
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Learn the secrets of selecting an investor-friendly real estate agent in Surprise. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS…
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Learn the secrets of selecting an investor-friendly real estate agent in Lewisville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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Learn the secrets of selecting an investor-friendly real estate agent in Roanoke. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®…
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Learn the secrets of selecting an investor-friendly real estate agent in Riverside. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTOR…
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Learn the secrets of selecting an investor-friendly real estate agent in Worcester. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTOR…
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Learn the secrets of selecting an investor-friendly real estate agent in Evansville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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Learn the secrets of selecting an investor-friendly real estate agent in Abilene. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®…
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Learn the secrets of selecting an investor-friendly real estate agent in Centennial. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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Learn the secrets of selecting an investor-friendly real estate agent in Irvine. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®?…
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Learn the secrets of selecting an investor-friendly real estate agent in Huntsville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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Learn the secrets of selecting an investor-friendly real estate agent in Chicago. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®…
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Learn the secrets of selecting an investor-friendly real estate agent in Vancouver. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTOR…
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Learn the secrets of selecting an investor-friendly real estate agent in Jacksonville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REAL…
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Learn the secrets of selecting an investor-friendly real estate agent in Bellevue. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS…
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Learn the secrets of selecting an investor-friendly real estate agent in Tempe. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®? …
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Learn the secrets of selecting an investor-friendly real estate agent in Sunnyvale. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTOR…
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Learn the secrets of selecting an investor-friendly real estate agent in Minneapolis. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALT…
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Learn the secrets of selecting an investor-friendly real estate agent in Nashville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTOR…
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Learn the secrets of selecting an investor-friendly real estate agent in Irving. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®?…
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Learn the secrets of selecting an investor-friendly real estate agent in Seattle. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®…
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Learn the secrets of selecting an investor-friendly real estate agent in Westminster. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALT…
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Learn the secrets of selecting an investor-friendly real estate agent in Spokane. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®…
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Learn the secrets of selecting an investor-friendly real estate agent in Eugene. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®?…
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Learn the secrets of selecting an investor-friendly real estate agent in Memphis. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®…
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Learn the secrets of selecting an investor-friendly real estate agent in Cheyenne. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS…
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Learn the secrets of selecting an investor-friendly real estate agent in Independence. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REAL…
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Learn the secrets of selecting an investor-friendly real estate agent in Naperville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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Learn the secrets of selecting an investor-friendly real estate agent in Boise. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®? …
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Learn the secrets of selecting an investor-friendly real estate agent in Sparks. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®?…
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Learn the secrets of selecting an investor-friendly real estate agent in Louisville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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Learn the secrets of selecting an investor-friendly real estate agent in Montgomery. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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Learn the secrets of selecting an investor-friendly real estate agent in Dallas. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®?…
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Learn the secrets of selecting an investor-friendly real estate agent in Glendale. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS…
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Learn the secrets of selecting an investor-friendly real estate agent in Anchorage. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTOR…
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