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The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
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
 
Welcome to the AICPA Personal Financial Planning Section podcast. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies 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, insurance, tax planni ...
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
 
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 retire 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 that is dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagem ...
 
Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
 
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 ...
 
Terence Tobin hosts this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax and investments with both a local and global markets in mind. My aim is to have the podcast recordings to be under 10 minutes, for a quick lesson. Focusing on your financial wellbeing, Terence and his guests will cover a wide range of topics, covering personal and business financial planning, tax, accounting, investments, money managements and ultimately wealth ...
 
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).
 
Learn all about investing in real estate in Seattle, Washington with a combination of real estate financial planning and modeling with numbers specific to Seattle plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Seattle).
 
Learn all about investing in real estate in Dallas, Texas with a combination of real estate financial planning and modeling with numbers specific to Dallas plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Dallas).
 
Learn all about investing in real estate in Naperville, Illinois with a combination of real estate financial planning and modeling with numbers specific to Naperville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Naperville).
 
Learn all about investing in real estate in Montgomery, Alabama with a combination of real estate financial planning and modeling with numbers specific to Montgomery plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Montgomery).
 
Learn all about investing in real estate in Sparks, Nevada with a combination of real estate financial planning and modeling with numbers specific to Sparks plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sparks).
 
Learn all about investing in real estate in Jacksonville, Florida with a combination of real estate financial planning and modeling with numbers specific to Jacksonville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Jacksonville).
 
Learn all about investing in real estate in Vancouver, Washington with a combination of real estate financial planning and modeling with numbers specific to Vancouver plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Vancouver).
 
Learn all about investing in real estate in Boise, Idaho with a combination of real estate financial planning and modeling with numbers specific to Boise plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Boise).
 
Learn all about investing in real estate in Baltimore, Maryland with a combination of real estate financial planning and modeling with numbers specific to Baltimore plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Baltimore).
 
Learn all about investing in real estate in Milwaukee, Wisconsin with a combination of real estate financial planning and modeling with numbers specific to Milwaukee plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Milwaukee).
 
Learn all about investing in real estate in Charlotte, North Carolina with a combination of real estate financial planning and modeling with numbers specific to Charlotte plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Charlotte).
 
Learn all about investing in real estate in Albuquerque, New Mexico with a combination of real estate financial planning and modeling with numbers specific to Albuquerque plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Albuquerque).
 
Learn all about investing in real estate in Indianapolis, Indiana with a combination of real estate financial planning and modeling with numbers specific to Indianapolis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Indianapolis).
 
Learn all about investing in real estate in Memphis, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Memphis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Memphis).
 
Learn all about investing in real estate in Louisville, Kentucky with a combination of real estate financial planning and modeling with numbers specific to Louisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Louisville).
 
Learn all about investing in real estate in Nashville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Nashville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Nashville).
 
Learn all about investing in real estate in Boston, Massachusetts with a combination of real estate financial planning and modeling with numbers specific to Boston plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Boston).
 
Learn all about investing in real estate in Tampa, Florida with a combination of real estate financial planning and modeling with numbers specific to Tampa plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tampa).
 
Learn all about investing in real estate in Austin, Texas with a combination of real estate financial planning and modeling with numbers specific to Austin plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Austin).
 
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).
 
Learn all about investing in real estate in McAllen, Texas with a combination of real estate financial planning and modeling with numbers specific to McAllen plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to McAllen).
 
Learn all about investing in real estate in Greeley, Colorado with a combination of real estate financial planning and modeling with numbers specific to Greeley plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Greeley).
 
Learn all about investing in real estate in Philadelphia, Pennsylvania with a combination of real estate financial planning and modeling with numbers specific to Philadelphia plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Philadelphia).
 
Learn all about investing in real estate in Houston, Texas with a combination of real estate financial planning and modeling with numbers specific to Houston plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Houston).
 
Learn all about investing in real estate in Denver, Colorado with a combination of real estate financial planning and modeling with numbers specific to Denver plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Denver).
 
Learn all about investing in real estate in Columbus, Ohio with a combination of real estate financial planning and modeling with numbers specific to Columbus plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Columbus).
 
Learn all about investing in real estate in Phoenix, Arizona with a combination of real estate financial planning and modeling with numbers specific to Phoenix plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Phoenix).
 
Learn all about investing in real estate in Kenosha, Wisconsin with a combination of real estate financial planning and modeling with numbers specific to Kenosha plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Kenosha).
 
Learn all about investing in real estate in Loveland, Colorado with a combination of real estate financial planning and modeling with numbers specific to Loveland plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Loveland).
 
Learn all about investing in real estate in Atlanta, Georgia with a combination of real estate financial planning and modeling with numbers specific to Atlanta plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Atlanta).
 
Learn all about investing in real estate in Richmond, Virginia with a combination of real estate financial planning and modeling with numbers specific to Richmond plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Richmond).
 
Learn all about investing in real estate in Corona, California with a combination of real estate financial planning and modeling with numbers specific to Corona plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Corona).
 
Learn all about investing in real estate in Birmingham, Alabama with a combination of real estate financial planning and modeling with numbers specific to Birmingham plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Birmingham).
 
Learn all about investing in real estate in Cleveland, Ohio with a combination of real estate financial planning and modeling with numbers specific to Cleveland plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Cleveland).
 
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show series
 
How prepared are you for a drop in rent in Tampa, Florida? How prepared are you for a drop in property values (price) in Tampa, Florida? Rent Resiliency™ measures how much rent can drop before you have negative cash flow. Price Resiliency™ measures how much property values (price) can drop before you're upside down, underwater or have negative equi…
 
In this episode, we break down a Bloomberg article talking about people making at least $250K/yr. and living paycheck to paycheck. We also talk about when living paycheck to paycheck is a good thing, the inflation of lifestyle, and the private equitization of everything. For more information and show notes visit: https://bwmplanning.com/episode31 C…
 
There may be subconscious internal barriers to wealth that are getting in the way of the goals and lifestyle that your clients say they want most. In this episode of the PFP Section podcast, Kelley Long, CPA/PFS, helps you identify when these money stories have taken control and how to help your clients see the truth of the matter so they can shift…
 
On this podcast Joel Garris discusses considerations when retiring early. Plus, how do different age groups invest? Finally, some indicators of a recession. These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 7/31/2022Av Joel Garris of Nelson Financial Planning
 
Can you really know what’s best for your financial health when the media skews the truth to improve ratings and generate more clicks? On this Dentist Money™ Show, Ryan, Matt, and Jake introduce a new segment where they look into current financial news and uncover trends that can make a difference as you navigate financial decisions. Need answers to…
 
This week’s podcast is the final installment of the series with Megan Russell from Marotta Wealth Management regarding healthy spending. We began the series by identifying a core values budgeting strategy. Then we moved on to avoiding advertising in order to curb impulse buying. Our episode on waiting a week before making larger purchases really re…
 
How are you doing, hope life is good. We have a very enthused, knowledgeable, and contagious personality on the podcast this week. Roger Whitney. He is The Retirement Answer Man in the US. Podcaster, blogger, financial advisor, community organsier head; he’s a ball of energy. And he has some great ideas to share with us in this episode. With Roger,…
 
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we ca…
 
Unexpected things while investing in real estate can be shocking! Find out the most common real estate investing shocks in Memphis, Tennessee and how to mitigate and/or elimiate them completely in this special class. Especially helpful for newer real estate investors that are not aware of some of the things that could go wrong while buying, selling…
 
There’s a new face – and voice – here at Walkner Condon. In this installment of Gimme Some Truth, we get to know Alicia Vande Ven, the newest fee-only financial advisor on our team that works with clients locally in the Madison area (and around the country). Alicia has quite the background – from working in Human Resources at Epic Systems in Madiso…
 
Today’s episode of Catholic Money Mastermind discusses a controversial topic: the overturning of Roe v Wade and its implications for Catholics who wish to invest in alignment with their moral values. After the Supreme Court decision, some sizable companies declared that they would pay for employees’ medical care to obtain abortions in states where …
 
Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan. They also talk about tools and techniques to use with new clients so they do not "get stuck" in thei…
 
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