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Two People. One Mission. To help 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 hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their 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 ...
 
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 ...
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
EFP offers an in-depth and sophisticated solution for reporting & analysis, consolidation, budgeting, and dashboarding to complement your use of ERP system. EFP strikes a unique balance between offering heavy weight FP&A features and ease of use. Its non-compromising approach to performance and usability ensures the finance team has a unified solution they can depend on. From powerful drill to journal, no coding dashboard setup, superior report formatting options, sensible budget workflow, a ...
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
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 ...
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
Do you know if you are making the right decisions for your life with your money? Are your financial plans the right ones for you? Many people don't know what they don't know about planning for their financial future. In this show Mark Singer gives tips, insights and information to help guide you in making more confident decisions that fit your life. Mark Singer CFP® and President of Safe Harbor Retirement Planning has 25 years of experience in the financial services industry. In 1990 he foun ...
 
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
 
This personal finance podcast is for women, including female entrepreneurs to learn personal finance, money mindset & practical money management tips to be financially confident and build wealth. To get in control of money, to budget, gain financial confidence, learn how to invest, save money & manage money mindset and behaviours. Hosted by a multi- award winning qualified financial planner and financial coach.
 
The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way. CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians. The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
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.
 
The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
 
If you are the parent of a college bound high school student then this podcast is for you. Our goal is to give you the information you need to SAVE TIME, SAVE MONEY, and reduce stress in the college process. We will cover all aspects of planning and paying for college including things like: What to do if you do not qualify for financial aid, student loans, FAFSA and CSS profile, merit aid, scholarships, college tax breaks, visits, ACT and SAT, college fairs, the application process, and good ...
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join the community at https://facebook.com/groups/estateprofessionalsmastermind Chad Corbett and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where participants take a de ...
 
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 ...
 
Looking Ahead: The Retirementality is a personal look at the challenges of retirement planning by Globe and Mail personal finance columnist Rob Carrick. Rob tackles retirement from the point of view of millennials, Gen Xers and baby boomers using his own experiences and advice from financial planners. Tune in to find out how to get your retirement planning on track.
 
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing str ...
 
Financial literacy is arguably one of the most important skills to have when it comes to the safety and security of yourself and those you love. Nevertheless, the average Canadian lacks the knowledge they need to make informed, competent financial decisions. How can we close the gap in our knowledge of finances? Meet Paul Popo-Ola, a Finance and Economics Graduate (HBA) and a financial planner (CFP, PFP) for a major Canadian bank. Paul helps Canadians just like you understand the ins and out ...
 
DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...
 
Good leadership requires discipline, humility, and accountability. The best leaders benefit from collaboration and shared knowledge. For years, Dennis Morton, Jr., a Certified Financial Planner and former U.S. Army captain, has leaned on his network of mentors and fellow leaders to act as a sounding board. The Leading with Purpose podcast offers an opportunity to listen in on thought-provoking discussions that will inspire the intentional leader within you.
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
Welcome to the Inside Silverstone™ podcast. A business focused podcast covering all things tech, engineering, and innovation. Hosted by Chris Broome; a huge tech, motorsport and gaming fan; and also the owner of Longhurst, a firm of lifestyle financial planners and independent financial advisers located in Silverstone, Northamptonshire, UK. This is a series of unscripted and unpolished conversations with leading business owners, thought leaders, and high-tech talent, about their experiences ...
 
The way financial advice is done in Ireland is more than a bit broken, this is our little way of trying to make a positive difference - I hope it helps. Paddy Delaney QFA RPA APA. ##All episodes from 201 onwards are exclusively available to Tribe Members - join today at www.informeddecisions.ie/join## If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that ca ...
 
A podcast to inspire veterinarians, vet students and team members who want to reach financial freedom before they turn 90. Drs. Meredith Jones and Phil Zeltzman, two practicing vets, interview fascinating, non-boring experts in personal finance and practice finance. Beyond helping you enjoy financial wellness, our goal is to help you (whether you’re a newbie or a money nerd) reach whole life success. We talk about investing, entrepreneurship, student debt, practice management, side hustles a ...
 
Financial awareness and money issues are often pushed to the bottom of our to-do lists. In The Australian Financial Focus we talk to financial experts and everyday people who share ideas and tips for making your finances a focus - and moving you closer to your financial goals. Barry Wilkinson is the Director/Principal Broker Mortgage Broker at SW Brokerage- https://swbrokerage.com.au/ and has been a successful and motivated Mortgage Broker since 2004. A strong lateral thinker, Barry values p ...
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
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Ric Edelman is the co-founder of Edelman Financial Engines, the host of Ric Edelman Radio, and co-founder of the Digital Assets Council of Financial Professionals. He sat down with Hannah Moore, CFP®, to discuss what advisors need to know about the game-changing impacts of bitcoin and blockchain technology.…
 
Listen as Forrest and Daniel share a little about each of our stories, and what we did while we were on active duty. You can do a lot. But training for combat isn’t really like actually being in combat. But you train anyway, because you’ll be a lot better off. Same principle applies here. Here are things you can do: Develop your plan (See episode 5…
 
This week Sam is joined by Sean O’Brien, Financial Planner at WH Ireland. Sean has set up a group called The Foundation to help support young financial planners who are struggling to connect with like-minded professionals in the local area of Dorset & Hampshire on the South Coast of England. Today Sean tells us why he set up The Foundation, we disc…
 
Episode Description:Host: Errah CavallinProduct Marketing Manager, Epicor Financial PlannerGuests: - Jan Morath, CEO, DSPanel AB- Håkan Ebersjö, FP&A Implementation Consultant- David Bourget, Auditor and ConsultantMy name is Errah Cavallin, Product Marketing Manager of Epicor Financial Planner and host of the newest podcast called EFP Setting the r…
 
In this show you will learn about: - Stats on Inflation: o Inflation still dominates much of the headlines in the news. Google searches for “Inflation” are up over 100% and has dominated company conference calls by and increase of 350% for S&P 500 companies o More than half of the total increase in CPI over the past two months has been due to used …
 
Our summer watch party continues with the controversial new Netflix reality tv series My Unorthodox Life. Bobbi and Jessica Goodman, best-selling author of “They Wish They Were Us” and "They’ll Never Catch Us” explain why it’s getting serious backlash, and why they can’t stop watching it anyway. For more information, visit the show notes at https:/…
 
Join me on the journey to Jersey! With its beautiful beaches, good food, amazing schools and laid-back lifestyle, this move is going to make waves for my family and business. Join me as I reflect on the last 10 years, talk about what the future holds for the business and share the exciting things that are coming to the “In Her Financial Shoes” podc…
 
Episode 76 – Financial Coaching with Catherine Morgan What is financial coaching? How is it different to a financial advise? The guys chat with Catherine Morgan, a financial coach, to discuss the difference. Along with exploring how we can improve our relationship with our finances by addressing 6 anxieties. With a great Bage’s Bias that prompted a…
 
While investment decisions are personal, there should be some core convictions that remain true regardless of how aggressive or conservative you are as an investor. In this episode, we talk about our investment manifesto, the guiding principles that inform how we invest. For more information and show notes visit: https://bwmplanning.com/episode4 Co…
 
In order to set up your goals for success you need to have a clear vision and mission for the business planning and continued success of your company. The business owner has to reflect on the past, look at the present and visualize the future. Your business vision and mission will be a road map for the company management, employees, and stakeholder…
 
Today’s Guest: Chuck Erickson, Independent Educational Consultant from College Connectors According to Chuck, independent educational consultants are “professionals that have experience and knowledge about the college admissions and application process, but are not directly connected to a specific high school or college.” As an independent educatio…
 
In this episode, Paul looks at why it can be so hard to stick to the investing principles we all know to generally be the best course of action. With the constant barrage of information, it can be hard to not be swept up in it all and use faulty investment strategies. How can we learn to stick to the principles we know to be in our best interest? […
 
Matthew Ricks, MBA, CFP®, is the founder of Haystack Financial Planning, a firm that serves people with disabilities and special needs. Matthew spoke with Matt Fizell, CFP®, about how he took control of his career, started his own firm, and niched down in an area where his interests and experience met with great demand.…
 
Our summer watch party kicks off with this endearing and often hilarious series from producer Ashton Kutcher staring financial expert Tonya Rapley and Chegg CEO Dan Rosensweig. Bobbi is joined by Financial Wellness Expert Jason Vitug of Phroogal to share why they both could not stop binging this show and why you need to be watching it too! For more…
 
When it comes to personal finance, there’s no shortage of advice and opinions out there. Along with that, there also are a lot of myths and misinformation about managing your finances. In this episode, we tackle five of the most common myths we come across, including: 1) I need to change my investments based on XYZ headline, 2) Once I have $XYZ por…
 
Lucienne Shakir was a teacher for 12 years and after suffering a nervous breakdown that left her bedbound for a year, took the decision to stop feeling sad about going into work. Lucienne and I have a fascinating discussion about how you can live a high performance life without stress and pressure. In this episode: Why changing your mindset can hel…
 
The massive currency creation that’s going on by all the major central banks around the world is very worrisome according to our guest this week on Retirement Lifestyle Advocates radio, Mr. Jim Rogers. Your host Dennis Tubbergen talks with Rogers about the crash and bear marketing in 2008, about the coming bear market, his forecast for the future a…
 
This week Ashley interviews his good friend Carl Vellenga. Carl is a Senior Account Executive at IStation, a company that specializes in education assessment and delivery. Together they discuss areas of education that include the affect of the pandemic, school choice, and what their research has shown about student outcomes.…
 
If you do not create a family legacy plan and do not file your taxes on a timely basis, you will have to pay to the Internal Revenue Service (IRS) interest charges and late payment penalties. Therefore, it is highly recommended that the business owner takes time to work with trusted advisors and family members to create and implement a strategic Fa…
 
Group Coaching #15: Deal Analysis: Choosing A Strategy and Getting The Deal Funded Full Show Notes and links to all books, content and other resources mentioned: https://probatemastery.com/probate-mastery-group-training-15 Watch with video on YouTube: https://youtu.be/GsgffJXOnpk Join our Facebook Mastermind Group, Estate Professionals Mastermind G…
 
Part II of the William Volker story is about his protege, Harold Luhnow. - Harold Luhnow battles the Pendergast machine - The Volker Fund and the Austrian School of Economics - How it all relates to Bitcoin Show notes: https://simplewealthkc.com/?p=4757 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, …
 
Should physicians set themselves on FIRE? In the financial world, FIRE stands for Financial Independence Retire Early, which is an approach that many doctors are taking in working towards retirement preparation. Ben and Nate are here today to explain whether physicians should or should not take the FIRE approach. They talk about the advantages of p…
 
In this episode, Ben and Nate receive a question from Margie in Texas via their Physician Family Financial Advisors Podcast Answer Line. She asks, “when should I start teaching my kids about money?” Stay tuned as Ben and Nate discuss why you should teach your kids about money, when to start teaching your kids about money, and how to start the conve…
 
How do I build a business plan? You’re not going to know everything out of the gate. But your ‘plan’ should involve the following steps: Determining whether this is an appropriate career for you. Education, Credentials Licensing (refer back to Episode 3) FPA Externship Identifying education needs Determining your military timeline: Home town? Last …
 
On this podcast we discuss the biggest wealth transfer in modern history! Wait, where did 70 Trillion dollars just go??? Also, what should you do if you inherit money? Finally, be better than the target date funds! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 7/12/20…
 
Do you track your “Happy Spends” against your “Sad Spends”? Dr. Elizabeth Dunn of Happy Money will have you doing that and more with her money mental wellness tips. Don’t you feel better already? For more information, visit the show notes at https://www.bobbirebell.com/podcast/drelizabethdunnAv Bobbi Rebell, Dr. Elizabeth Dunn
 
This week, Catherine welcomes Sian Gabbidon to the podcast. Sian is best known as the 2018 winner of the BBC television show, The Apprentice. After quite an organic start to the business, Sian went on to receive investment and support from Lord Alan Sugar. Sian joins Catherine to talk about pivoting during the Covid-19 crisis, staying grounded and …
 
“We’re probably looking at 15% (annual) cost of living increase when you look at gas and taxes and food. I don’t know how many different ways we can say how ugly it’s going to be, but we’re absolutely in an unprecedented situation”. These words from our guest this week on Retirement Lifestyle Advocates radio, Mr. Ed Butowsky. Your host, Dennis Tubb…
 
Many types of investment fees slowly eat away at your retirement accounts! Do you know what kinds of fees an advisor charges or how much you're paying? Today, we talk through the different advisor fee types, why it matters, and how to discern when the value provided outweighs the fee paid. For more information and show notes visit: https://bwmplann…
 
NUA decisions sit at an intersection of a big opportunity, huge possible consequences, and conflicting information. When considering what to do with company stock in you 401K plan, make sure to contact a professional to weigh options. In this episode, we go over the when, what, and how of NUAs. For more information and show notes visit: https://bwm…
 
Welcome to the Physician Family Financial Advisors Podcast, where we turn today’s worries about money into a comfortable feeling of financial security to last you and your family a lifetime! Your co-hosts, Ben Utley and Nate Reineke are certified financial advisors whose sole purpose is to serve physicians and their families. Today we’re going to t…
 
If you are listening to this podcast, it is probably because you too are experiencing and can relate with the family business legacy issues and concerns that most business owners experience with trying to create a family business legacy plan. Therefore, and upon your request, I am providing you with a sample of a Family Business Legacy Plan that I …
 
Group Coaching #14: Client Testimonials: How to Capture and Turn Them Into A Killer Video Marketing Campaign Full Show Notes and links to all books, content and other resources mentioned: https://probatemastery.com/probate-mastery-group-training-14 Watch with video on YouTube: https://youtu.be/Busqg8I4qCA Join our Facebook Mastermind Group, Estate …
 
This week Elena is joined by Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover Ross’s professional journey plus we focus on career progression and how employers could/should support this. Ross highlights the great work that Chesterton House are doing to invest in their staff and e…
 
Industry rule of thumb for people opening their own shop: 3 years before you ‘feel traction.’ Year one: Sucks for everyone - a hard slog Year two: Gets a little better, but not really anything to ‘live on.’ Year three: You finally start feeling like you can make it. But you’re probably still reinvesting in your business. Have a plan where you don’t…
 
Credentials vs licensing vs. education: Each plays a different role Credentials--Help apparent credibility. You can stop at a certain point--no one really cares about your alphabet soup Licensing--What allows you to legally do business in a certain capacity. We stopped with our Series 65 licenses. Education--This will help you in your ability to he…
 
You might feel overwhelmed by all the choices out there in the profession. The key to finding the right tribe or profession for you is to ask the right questions. Those questions include: Where can I be mentored, so I can grow into the best version of myself? What opportunities exist in this profession if I work there? What will my role be, and wil…
 
This week we're going to explore the topic of moats. No this is not yet another weird acronym, though you do sometimes see it written all in upper case so if you’ve been confused by this you’re completely forgiven. The idea of a business moat is the same concept as a moat around a medieval castle. It is about protection and long-term survival. It's…
 
We asked Melanie Barham, veterinarian and Founder of The DVM Project, about her interest in alternate career paths, becoming a project management professional, ways to apply project management concepts to finances, and her contract negotiation course. - What is The DVM Project? - How she became interested in alternate career paths - How she decided…
 
Pam Capalad, CFP®, AFC®, is the founder and CEO of Brunch and Budget, a virtual financial planning firm. At Budget and Brunch, Pam provides affordable, high quality financial advice and works to break down financial barriers for people of color. She spoke with Hannah Moore, CFP®, about how her team provided powerful outreach during the COVID pandem…
 
Anne-Lyse, author of Dream of Legacy: Raising Strong and Financially Secure Black Kids, shares her money tips for home buyers as well as her experiences and lessons to not get taken advantage of in business- especially from people you think you can trust. For more information, visit the show notes at https://www.bobbirebell.com/podcast/annelyseweal…
 
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