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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 jillonmoney at gmail dot com.
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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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Investopoly

Stuart Wemyss

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Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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Why Not Mint Money

Mint - HT Smartcast

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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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The Mortgage Update with Dan Frio Podcast

The Mortgage Update with Dan Frio Podcast

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Dan Frio has been the TOP Mortgage Advisor in the Nation and also a Radio Personality. Dan is a graduate of West Virginia University with a Degree in Economics and has been Advising Home Buyers and Home Owners for over 30 Years. To Speak with Dan Personally, call (844)775-LOAN Email Dan@TheRateUpdate.com WWW.TheRateUpdate.COM (http://WWW.TheFrioTeam.COM)
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Welcome to "Mortgage Business Mastery," the go-to solo podcast for mortgage brokers who are ready to amplify their influence and impact in the financial services industry. Each episode is packed with tangible sales strategies and marketing wisdom to help you close more deals and stand out in the marketplace. From content creation secrets to social selling hacks, join us as we dive deep into the world of mortgage marketing and transform your approach from the ground up. Whether you're a seaso ...
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Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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Mortgage Broker Advisors Podcast

MKG Enterprises Corp Third-Party Originator NLMS 1370494

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Home equity has proven to be one of the strongest ways for families to build and pass on intergenerational wealth and MKG Enterprises Corp Mortgage Brokerage NLMS 1370394 is committed to guiding clients through the mortgage process while promoting equal and fair access to homeownership.
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Learn How to Win the Mortgage Game when Buying, Selling or Refinancing MLO (Modern Loan Officer) one of the fastest growing Financial Podcasts. MLO focuses on assisting everyone in winning the Mortgage game. If you are planning to Buy, Sell or Refinance your Home this is Podcast to follow. Hosted by Licensed Mortgage Advisor & Loan Officers: Addison Nett (Addy Nett) NMLS 1542184 - Casey Carpenter NMLS 1458123 - Mikal Mele NMLS 963197 - Mortgage Express, LLC - NMLS COMPANY ID: 40831 | EQUAL H ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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Kelowna Real Estate Podcast

Taylor Atkinson & Matt Glen

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Welcome to The Kelowna Real estate Podcast. With your hosts, award-winning Realtor Matt Glen, & top-producing Mortgage Broker Taylor Atkinson. Professionals in the industry, enthusiastic entrepreneurs, & successful investors, we’re transparent in our own real estate journey to help you be successful while bringing on guests who shape the city.
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Behind The Designs

Financial Design Studio

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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 ...
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Buy It Together Podcast

Buy It Together Podcast, Leena Bella Mayo, and Jonathan Liff

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The Buy it Together Podcast, is a relevant podcast exploring the need to help real estate buyers address housing affordability and financing through co-ownership.
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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The Old Wooden Ship

Clint Foster, Adam Shelton, Coach Keith

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While there isn't a ship named "Diversity", there is some major diversity of opinion in what used to be objective reality. An investment advisor and outdoorsman, a mortgage savant and economics enthusiast, and a coach of business, life and basketball shed light on cultural trends....Not really. These three just tell the truth. We are all more alike than we are different. Don't bend the knee to the weirdos. Take a ride on the old wooden ship. All aboard! Verum Loqui!
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Welcome to Coast to Coast Credit, hosted by me, Tamiya Robles, your dedicated credit repair expert and the proud owner of FixMyCreditNow850.com. In this empowering podcast series, I'll be your guide through the intricate world of credit. Tune in as I share invaluable insights on credit repair, credit building, DIY services, tips, and tricks. Join me as we delve into the art of repairing credit, empowering you to take control of your financial journey. Learn the secrets of building robust per ...
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Welcome to The Leadership Code (Formerly, the All Things Leadership Podcast)— a podcast that explores the principles behind exceptional leadership with a focus on helping leaders grow, thrive, and lead effectively in today’s dynamic world. Each episode is packed with key principles, actionable strategies, and insights from thought leaders and industry experts to help you unlock your leadership potential. Whether you are navigating a team, driving organizational change, or simply looking to g ...
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AmeriServ Presents: Bank Chats

AmeriServ Financial, Inc.

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Financial education shouldn't be boring! Bank Chats combines a relaxed conversational style with experts from various fields to talk about banking and finance using terms that everyone can understand. DISCLAIMER This podcast focuses on having valuable conversations on various topics related to banking and financial health. The podcast is grounded in having open conversations with professionals and experts, with the goal of helping to take some of the mystery out of financial and related topi ...
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Free Game Real Estate Podcast

Free Game Real Estate Podcast

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The ”Free Game Real Estate Podcast” is based in Charlotte, NC. It is hosted by Ed Averette, a top Broker/Realtor® with The Averhome Group/EXP Realty, and Terence Guess, a Certified Mortgage Advisor with TEG Mortgage/Atlantic Bay. The podcast aims to educate consumers on current trends in the real estate market and provides a platform for discussions on real estate, culture, empowerment, and the real aspects of the industry.
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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"The Homeseekers" is a podcast designed specifically for first-home buyers on their journey to achieve their dream of homeownership. Hosted by industry experts and experienced first-home buyers, the show offers valuable insights, practical tips, and engaging stories about everything from saving for a deposit, navigating the home buying process, securing a mortgage, and more. If you're a first home buyer looking to get into your first home sooner, "The Homeseekers" is your go-to source!
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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
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Mortgage Advice Podcast

Emmett Dempsey: Florida Lender

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Looking to buy a house in Florida or anywhere else? I am a licensed professional mortgage advisor in Port Saint Lucie, Florida. Have questions about home loans and the home buying process? Look no further! We will talk about the loan process, available mortgage programs (Conventional, FHA, VA, USDA, Reverse Mortgages, Jumbo, Non-QM, etc) explain mortgage terms, current market trends and any other popular mortgage topic that adds value. Support this podcast: https://podcasters.spotify.com/pod ...
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Daily join the Real Estate Jerky team, featuring Ed Parcaut, MBA, veteran, and mortgage advisor of Lending for Living, alongside RE/MAX Executive Realtor, Mike Kelly, for an exclusive look at what's happening in the Real Estate market and mortgage industry. Get ready for expert advice, insider knowledge, and in-depth discussions! Monday to Friday, tune in live at 8:30 AM every day on Facebook, LinkedIn, and YouTube for our interactive daily show. We'll keep you informed and entertained with ...
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TruTalk

Daniel Jacobs, Matt Wise

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A mortgage and real estate podcast sharing real insights into real estate with real people. Located in the Charlotte, NC area, your hosts Daniel Jacobs and Matt Wise welcome community leaders and industry experts to share their stories each week.
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The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
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Financial Advisors Advantage

Brett McDonell - Financial Advisor Sales & Marketing Ally

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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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Sharing the unspoken sides of running a business and showing up online, Starting The Conversation is for entrepreneurs craving honest conversations and practical advice. Tune in each Tuesday for a dose of actionable expertise and inspiring stories from those who ‘get it’.
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Retirement Roux with Simon & Simon Financial

Gerald Simon, Chad Simon, Grant Simon

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Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
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YSNAL - is the view of two very different parents, with very different backgrounds. Jon Garside is a professional hacker, with a 3-year-old, and PX Floro is a mortgage advisor mom with two nearly teens. When they aren't working, they are successful comedians in the Bay area. Each week they tackle two serious subjects, in their own way, and detail their parenting wins and losses. Some adult humor.
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This is not your parent's economy. Traditional education around mortgage, money, real estate and investing isn't equipped to get you to your financial finish line! The lack of financial education cost Americans 450 billion in 2022! Today, we're finding that homeowners are equity rich and cash poor.. another word for broke, and get this, 78% of Americans are living paycheck to paycheck. This needs to change!We help great people like you make smart financial choices, beginning with their mortg ...
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Guide 2 the Grind

Jonathan Tillger & Geoff Edie

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Jonathan Tillger worked his way up from the bottom to own one of the largest Mortgage Brokerages in Canada, and now works as a capital markets advisor on Billion dollar plus deals. Geoff Edie has a background in sales, marketing, and even the film business. A small town boy with humble beginnings, he's graduated to working with Investment Banks, Hedge Funds, Family Offices and a whole bunch of other institutional investors.Together the two offer a unique and offbeat approach to understanding ...
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This week on the Mortgage Business Mastery Podcast, I’m diving into something every mortgage advisor needs to hear—the unfair advantage you can leverage to stand out in a crowded market. We also tackle: ✅Why just doing what you say you’re going to do is a game-changer ✅A Q&A covering personal content, storytelling for conversions, and more! ✅The la…
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With a forced retirement coming for my husband in a few years, how should we thinking about our financial future? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener d…
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In this episode, we explored how negative energy can become the fuel you need for positive change. By recognizing and reframing negative thoughts, setting clear goals, and consistently working toward them, you can turn negativity into powerful motivation. Remember, every setback or moment of jealousy can be a stepping stone on the path to success. …
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On this edition of "Retire Smart Maryland Radio" it's all about the "sweet" life. Talking favorite Halloween candy and give you some retirement planning advice as well. It will be a yummy discussion. If you have any questions call Elite Income Advisors 800-653-8404 or click here to visit our website. Retire, Retiring, Retirement, Plan, Save, 401K, …
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Coming up on Plan Today, Own Tomorrow, everyone on the show is going trick or treating. We are going house to house for the Halloween sweets that symbolize the richest retirement planning strategies. Don't miss this candy craving celebration that can get your cash up. If you have any questions about your retirement planning call Guardian Investment…
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My husband recently passed away and I have a lot of big financial decisions that need to be made, so I want to make sure I'm not making any mistakes. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman…
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In Episode 169, Fred Saide discusses the critical importance of estate planning for retirees, emphasizing the need for a comprehensive plan to ensure assets are distributed efficiently and according to one's wishes. He highlights the common pitfalls of probate and the necessity of tax-efficient strategies for wealth transfer. Additionally, Fred add…
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Emotional intelligence isn’t just a personal skill; it’s a powerful asset that shapes entire cultures, fuels resilience, and boosts productivity across teams. In this episode, we’ll uncover the secrets that make these organizations thrive. Whether you’re a leader, team member, or just passionate about creating positive workplace environments, there…
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Joe Murphy explores the implications of artificial intelligence (AI) in retirement planning. They discuss the potential benefits and limitations of AI in providing financial advice, emphasizing the importance of human judgment and trust in financial decision-making. The conversation highlights the need for personalized financial planning and the ri…
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Join hosts Ed Parcaut and Mike Kelly for the latest episode of Real Estate Jerky Daily! In this Friday edition, the duo dives deep into the newest market updates, discussing the Bureau of Labor Statistics report and its implications for the real estate market. With job growth falling short of expectations and government spending propping up the eco…
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Kevin Brucher discusses the complexities of retirement planning, emphasizing the importance of understanding expenses, the role of financial advisors, and strategies for maximizing income through investments and Social Security. He highlights the often underestimated costs of retirement, the need for personalized financial advice, and the impact of…
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Join Ed Averette, Broker/Realtor® with The Averhome Group/EXP Realty and Terence Guess, Loan Officer with TEG Mortgage/Atlantic Bay for weekly in depth candid discussions, advice and consumer education on current trends in the real estate market and related topics. Episode 133: Respect The Game: Navigating Transactions With Integrity…
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The government released its latest GDP number, which is a measure of the change in the economy's size. The report shows it grew at an annual rate of 2.8% in the third quarter of the year. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jil…
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Join hosts Ed Parcaut and Mike Kelly in this latest edition of Real Estate Jerky Daily, where they dive into the complexities of the current market landscape. From technical glitches in the bond market to the anticipated post-election financial shifts, they cover it all. Tune in to hear insightful discussions on inflation metrics, jobless claims, a…
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If I do a Roth conversion in December, can I wait until April the following year to pay the taxes out of my non-retirement savings account, or do I have to pay quarterly taxes? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Jo…
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Join hosts Ed Parcaut and Mike Kelly as they break down the latest in the real estate market on this episode of Real Estate Jerky Daily! From surprising employment numbers to shifts in the rental market, Ed and Mike bring you the insights you need to stay informed. Tune in as they dissect the impact of new economic data on mortgage rates, discuss t…
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In this episode, Nate and Ben tackle the critical question of whether physicians should prioritize intense work and savings during their early career to achieve the goal of slowing down in their 50s. They delve into the financial implications of this strategy, discuss various listener questions about managing student loans, and emphasize the import…
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Christian Duncan is a successful entrepreneur, real estate investor, and mortgage professional. He became a multimillionaire by the age of 38, building a diverse portfolio of businesses, including Epic Home Mortgage and Elite Capital Investments, LLC. Passionate about empowering others, Christian is dedicated to financial education, helping familie…
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I joined CBS Mornings to discuss the new IRS 2025 tax brackets. Each year, the agency makes adjustments to the tax code to account for inflation. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com…
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Have you ever found yourself fearing the very thing you want the most – good credit? What if the journey to credit success is only intimidating because it’s unknown? In today’s episode, we explore why some people hesitate to start credit repair and how others may struggle to end their credit journey, worrying they’ll fall back into old habits. Supp…
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Wondering if you should reshape your portfolio for Harris or Trump? I've got news for you - it probably doesn't matter. Find out why the markets don't care as much about presidents as you do, and why your long-term strategy trumps short-term political noise. To learn more about keeping it simple in a complex political landscape, give this a listen!…
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🚨Let's Connect 🚨 Instagram - ⁠https://www.instagram.com/ashborland/⁠ Linkedin - ⁠https://www.linkedin.com/in/ashborland/⁠ Facebook - ⁠https://www.facebook.com/ashborland ⁠ 👀Watch Me On YouTube - ⁠https://www.youtube.com/@ashborland⁠ 📈 Work With Me - ⁠https://ashborland.com⁠ 🎉 FREE Mortgage Marketing Blueprint - ⁠https://ashborland.com/blueprint⁠…
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Send us a text How can anyone Compete with a Cash offer? 1. Understanding different types of "cash offers" - not always literal cash, can be from hard money loans, lines of credit, 1031 exchanges, etc. 2. Tips for making a competitive offer as a financed buyer: - Submit offers quickly, with a short timeline (e.g., 24-hour response) - Minimize conti…
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Read full blog here. In this podcast, Stuart shares smart strategies for managing the rising costs of personal insurance, covering income protection, life insurance, TPD, and trauma insurance. Recognising that insurance is often essential to avoid financial disaster, he explains that premiums for these products have significantly increased over the…
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Welcome to another edition of Real Estate Jerky Daily with hosts Ed Parcaut and Mike Kelly! In today's market update, we dive into the latest bond market movements and explore why the bond market is optimistic about economic growth. Join us as we discuss the Consumer Confidence Report, labor market trends, the Federal Housing Finance Agency Housing…
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With so much perceived to be at stake and tensions running high, it's easy to get caught up in the political drama. However, as a finance-focused podcast, our aim is to shift the conversation toward how financial markets have historically reacted to election outcomes. We’ll explore the trends, debunk some myths about market behavior during election…
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WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION Episode 82: Matt and Taylor are joined by Wendy Waters. Wendy is the Vice President, Research Services & Strategy at GWL Realty Advisors from Vancouver, BC, who has over 20 years of experience in real estate research. At GWLRA, she leads Research Services & Strategy team, which provides…
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Thanks to Nvidia my asset allocation is completely out of whack. Should I rebalance? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices…
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What do you need to know before taking a hobby full time or launching a start up? In this episode, we break down the financial side of how to start a business. From finding funding, to deductions and distributions, and tax implications, we share our expertise as planners and experience as business owners. We are Financial Design Studio: Michelle, S…
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In this episode, Stuart delves into a real-life case study showcasing the journey of a couple who began working with him in 2016 with an extensive asset portfolio, substantial debt, and high income—but faced critical decisions in managing their investments effectively. Starting with their principal home valued at $1.85 million, two investment prope…
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Welcome to another episode of Real Estate Jerky Daily with your hosts Ed Parcaut and Mike Kelly! In this Monday edition of Market Update, we dive into the latest trends and news affecting the real estate market. From inventory fluctuations and housing market forecasts to the latest on mortgage rates and Section 8 reforms, we cover it all. Ed and Mi…
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In this episode of the Mortgage Marketing Expert podcast, host Phil Treadwell is joined by Brian Weis, a CRO Owner, coach, and consultant. Together, they talk through strategies to help build a professional’s production and growth through outsourcing, time-blocking, and collaboration. Don’t miss this episode packed with tactics to find your North S…
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Marcus sits down with Michael Street, a former Royal Engineer turned founding partner in specialist lending. Michael’s journey into financial services wasn’t traditional, but it was driven by a desire for more purpose and fulfilment in his career. Now, as a founder and leader in the finance world, he shares the lessons he’s learned about finding ba…
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With retirement just days away, as in four days, I'm trying to figure out what I should do with an annuity that I have. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about list…
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In the latest episode of Talking Ads, the team welcomes LinkedIn expert Louise Brogan, who discusses three innovative messaging-style ads from the platform, offering fresh insights while sharing valuable LinkedIn strategies. Alongside her advertising analysis, Louise updates listeners on her YouTube journey and its new goals, all infused with plent…
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Retirement is here and I have a few different pension scenarios to consider. Is there a right or wrong answer? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data…
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It's going to be a big year for those who are planning to retire in 2025. If that's you, we've got some things that you need to do before saying goodbye to 2024. If you have any questions call Elite Income Advisors 800-653-8404 or click here to visit our website. Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension, See omnystudio.com/list…
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Social Security & Medicare specialist Mark Bacak joins your host Alyssa Young to describe changes to Social Security and Medicare effective in 2025. If you have an Advantage plan or Part D drug plan, learn what you need to do before the open enrollment period ends Dec. 7. MtM financial advisor Chad Rupprecht phones in to help people put their anxie…
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Coming up on Plan Today, Own Tomorrow, we're talking about how health takes center stage as you approach retirement. Is your financial plan prepared for what's ahead? Tanner Moore, Senior Healthcare Advisor and Advisor Bobby Futch are driving the show this week as Garry Thurman is on assignment. If you have any questions about your retirement plann…
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