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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
 
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.
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. 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.
 
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
 
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
 
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 ...
 
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 ...
 
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 ...
 
Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can better manage your family’s wealth while protecting it from financial exploitation, then stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
 
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).
 
Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling our own destiny. Whether you are starting your own business, scaling it, or planning your exit, you face challenges that the average person never has to face. Ensuring that you make the most of your business means not just being the best at what you do, but figuring out all the other complexities that come with it, and that will mean finding people that will help ...
 
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 Los Angeles, California with a combination of real estate financial planning and modeling with numbers specific to Los Angeles plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Los Angeles).
 
Learn all about investing in real estate in College Station, Texas with a combination of real estate financial planning and modeling with numbers specific to College Station plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to College Station).
 
Learn all about investing in real estate in Colorado Springs, Colorado with a combination of real estate financial planning and modeling with numbers specific to Colorado Springs plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Colorado Springs).
 
Learn all about investing in real estate in San Diego, California with a combination of real estate financial planning and modeling with numbers specific to San Diego plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to San Diego).
 
Learn all about investing in real estate in San Antonio, Texas with a combination of real estate financial planning and modeling with numbers specific to San Antonio plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to San Antonio).
 
Learn all about investing in real estate in Broken Arrow, Oklahoma with a combination of real estate financial planning and modeling with numbers specific to Broken Arrow plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Broken Arrow).
 
Learn all about investing in real estate in Huntington Beach, California with a combination of real estate financial planning and modeling with numbers specific to Huntington Beach plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Huntington Beach).
 
Learn all about investing in real estate in San Francisco, California with a combination of real estate financial planning and modeling with numbers specific to San Francisco plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to San Francisco).
 
Learn all about investing in real estate in New York, New York with a combination of real estate financial planning and modeling with numbers specific to New York plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to New York).
 
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show series
 
Welcome, dear listeners. This is the second of our from the archives podcast and this is from a Tribe episode that was launched in August 2021. We got a really interesting question through the Ask Me Anything function which was a part of Tribe, which is no longer. But the question is a great one. Here we delve into it in quite a bit of detail and g…
 
On this podcast Joel Garris explains what is driving us towards a recession. Plus, will we see a decrease in inflation soon? Finally, why is it so important to have an emergency savings? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally aired 6/27/2022…
 
A deep dive into the Buy, Rehab, Rent, Refi and Repeat (BRRRR) strategy in New York, New York. Includes a qualitative class discussing what the BRRRR strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our BRRRR modeling (and other r…
 
Today we are starting a new three-part series on the cold truth about investing in today's markets. In this episode, we will confront what has been happening in the stock market over the last few months. Investors are nervous but aren't really sure how nervous they should be! If you are a serious investor, we feel this could be an excellent opportu…
 
In this episode, we talk about bear markets. How often do they happen? Should you change your portfolio? Are there financial planning strategies that make MORE sense to execute during a bear market? For more information and show notes visit: https://bwmplanning.com/episode28 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagem…
 
Even if you’re not managing money for your clients, they likely look to you as their CPA to provide a sounding board and peace of mind when they see their hard-earned money in the hands of volatile markets. In this episode of the PFP Section podcast, Kelley Long, CPA/PFS, shares how she talks her clients off the ledge so that they don’t make decisi…
 
Today we have Terry Ritchie. He is Jason’s go-to guru on all things for American Canadian cross border, and also a friend. Terry is a vice president and partner at Cardinal Point Capital and Cardinal Point Wealth Management, a cross-border or ICPM firm specializing in the cross-border space. Episode Highlights: 1.41: Terry’s responsibility as one o…
 
On this Dentist Money™ Show, which was recorded live, Ryan, Matt, and Rabih answer questions about what’s happening in today’s financial world. Inflation, stagflation, real estate trends, and what historically happens to stock prices during a recession are all discussed. Plus, learn about the new Dentist Money Membership—an announcement you don’t w…
 
Financial headlines are overly pessimistic. Tyler Hackenberg of Drexel Day Financial, Joe Ibarra of Falcon Wealth Advisors and Deb Meyer of WorthyNest® discuss the current bear market and hidden opportunities for a variety of Catholics -- from young professionals to pre-retirees. We also touch on Pope Francis’ recent advice to retirees to “leave a …
 
With the market down 22%, we’re officially in a bear market. Is the pain causing you to make changes or re-evaluate your plan? Hopefully you already had a plan going into this week. But if not, use this opportunity to make necessary changes and also update your plan going forward. Know yourself and how you’re reacting. This bear market may be short…
 
Philip van der Merwe, financial planner at Rich Ideas, answers your questions about investments, risk and what to consider.1) What effect do investment fees have on the long-term return of your investment?2) Is it better to invest in a high-risk investment or a low-risk investment?3) I have heard of the power of compounding. Can you explain what th…
 
Like many episodes of Gimme Some Truth, this one on liability was developed from lots of advanced legwork, methodically sculpted until it reached its culmination at the time of recording. Well, that's not quite true. Clint Walkner – one of the founding partners of Walkner Condon – shared a personal anecdote about his own liability coverage a few mi…
 
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…
 
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