Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
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Listen to urban planners from Toronto Metropolitan University's School of Urban and Regional Planning answer fun questions about themselves, their work, and their memories from SURP.
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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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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 ...
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2 guys, halfway around the world from each other, talk about stationery with the occasional guest
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SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
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Welcome to The Planner Podcast! This is the go-to place for you to learn about creating plans for progress and consistent success in your life and business! https://mimjenkinson.com
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Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related to ...
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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 ...
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We talk about all things adhd https://adhdplanner.pro/
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My Comprehensive Planner is the ONLY WAY for people to manage their finances.
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A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
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The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
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Prayers Planner Podcast is for your motivation, inspiration and encouragement to combat daily spiritual warfare and use your spiritual gifts to advance the Kingdom of God!
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Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
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Join us as we talk all things planning, crafting, and life!
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Inspiring empowering and transforming black women in the journey to wealth creation
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Learn all about real estate investing via entertaining, modeled stories about real estate investors with unprecedented insight into their situations.
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Exploring the world of Financial Planning. Accelerating your career.
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The podcast for dance studio owners that are ready solve problems, streamline work, and boost profits. Cover art photo provided by Efe Kurnaz on Unsplash: https://unsplash.com/@efekurnaz
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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A podfic for the Ace Attorney fic, The Wedding Planner by @famousinthatanonymousway on Ao3. New chapters will (hopefully) be released each week, hehe. ALSO this podcast's bloopers are the episodes with no capital letters- when I have finished with it, they will be deleted.
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Planner Lifestyle Podcast, where productivity and aesthetics crash into the daily grind, host Jessica McWilliams takes deep dives into planning's impact on our lives and communities. From planner basics to purposeful reflections, you'll be ready to plan.
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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So, you want to learn how to become a wedding planner? Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally fulfilled. Whether you’re in the process of planning a wedding for a friend or family member and are terrified you’ll mess it up—or you’re sick of spending countless hours on the internet stitching together a strategy for your next steps—trust me when I say ...
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If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
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Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
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Celebrate your Birthday in Cabo San Lucas. We also provide Birthday Party Planner and experienced Birthday Decorators at Cabo Event Planner. Visit us: https://caboeventplanner.com/birthday-parties/
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The Business Planners with The Prime Enterprise Group are a team of business professionals who assist Entrepreneurs in starting or growing a business through business plan writing, business coaching and educational webinars.
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Getting the most out of your planner or organiser to help streamline your life. The plannercast for all paper planner enthusiasts
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The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
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Esto es #Urbanismoparamushpas Un podcast de ciudades, sus problemas y soluciones. Music original por: @juandiegoillescas Arte por Mohammed Abdelkareem @mohammedabdelkareem
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We share the best client attraction and digital marketing techniques for Financial Professionals.
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30 year financial services veteran. Father of two, grandfather of 5, husband (to the same woman) for 35 years.
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This podcast asks who you are, how you could be remembered after you die, and if all that could be creatively encapsulated in your end of life plans. I would love to reevaluate the stigma of talking about this part of the life cycle and even find joy in thinking about what matters most to each of us. I hope that recording these ideas will be useful someday to each individual and their families. I also hope that sharing how we want to be remembered reminds us each of how we want to live. Sign ...
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The Talent Planner Podcast offers small and medium-sized business (SMB) leaders all of the tools to win the battle for talent and dominate their industry.
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Welcome to Your Destination Event Planner Podcast My name is Maria Martinez and I will be talking every Wednesday about how to start, organize and manage your destination wedding so that you have a phenomenal wedding experience. If you are dreaming of a destination wedding, this podcast can clear up many doubts, so I invite you to find a cozy place, your favorite drink and join me to create your dream wedding.
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In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
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The wedding planning process can be long, but I want to help make sure it is FUN! Join me for my weekly podcast every Wednesday at 12pm PST for wedding planning tips, tricks, and just generally good vibes. Hear from guest wedding professionals for the inside scoop on what to look for when hiring vendors. Learn about budgeting, what steps to take during planning, and so much more! I want to help make your vision come to life. Let’s make a magical day for you to remember! www.theweddingplanner ...
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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 ...
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Live from room five, The Business from Lovewell Blake Chartered Accountants and Financial Planners
Lovewell Blake
Have you ever wondered what it is like to work for a firm of Chartered Accountants and Financial Planners, or perhaps you are looking at taking that career path. Our careers series of podcast looks at exactly that as we hear from those that work at Lovewell Blake and their journey's on how they joined the firm to how they have trained, qualified and been promoted! We have also created podcasts about digital accountancy platforms, networking and more. There is something new coming all the tim ...
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Whether you're an aspiring entrepreneur, an ambitious professional, or simply someone seeking financial empowerment, hang out with Ben, Deb, and Andrew each week as they unveil practical strategies to help you optimize your income, maximize your savings, and design a life that's aligned with your values and dreams. The FI Planner isn't just about numbers and spreadsheets. We'll also dive into the mindset shifts, personal growth, and lifestyle design that are vital to achieving true financial ...
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Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani
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Nina Kamrani is an Associate Wealth Advisor at Monumental Financial Planning based out of Washington, D.C. She stops by the show today to discuss how she transitioned from a successful career with a large retailer to an entry-level financial planner role. If you are considering a career change from corporate America to financial planning, this is a…
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In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk
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200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen —---------------------------------------- LINKS FROM THIS EPIS…
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Digital planning is a great alternative to analogue methods, but what are the things to watch out for? 🤔📙 We want to hear from you!Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/plannerpalspodcast📙 MentionedJess's digital bullet journal: https://jashii.com/products/notion-bullet-journal-bundle📙 Want to fi…
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Student loan interest rates are on the rise as we head into the 2024-2025 academic year. What does this mean for you? David Aizuss, CSLP®, explores the effect on students, graduates, and parents. Discover how student loan interest rates work and why higher interest rates could change your approach to repayment and forgiveness. In today’s episode: 0…
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Meg and Myra discuss celebrating four years of Planners and Wine, billionaires want to see the titanic so bad, Caitlin Clark, Fenty Hair, Kylie in target, new Hunger Games book, Happy Planner is back in Michael's, and new Erin Condren Monthly planners. Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content and get a tas…
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Ep. 545: Are zombie mortgages an actual threat? And if they are, should you have already known that?
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In this weeks episode, Kristen, Dame, and Pete explore zombie mortgages. Then they debate who's to blame.Av Pete the Planner
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Change Manager Olivia Crease on Driving Growth and Innovation at Foster Denovo
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What if navigating the complex world of financial planning could be made simpler and more accessible for everyone? In our latest episode, we sit down with the dynamic Olivia Crease, a change manager at Foster Denovo, to unravel the intricacies of her role in fueling the company’s growth strategy through acquisitions. Olivia shares her journey of en…
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The Women in Leadership series explores the life and career path of women in health care leadership roles. In this episode, we spotlight Julie A. Freischlag, whose distinguished career as a surgeon paved the way to multiple chief surgery positions, ultimately leading to her current role as CEO of Wake Forest Baptist Health.…
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Networking, Reframing, & Doing Your Own Financial Plan with Arcelia Wicker
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We continue the recent theme of podcast listeners becoming podcast guests as I’m joined by Arcelia Wicker on the episode today. He is a financial planner at Bay Capital Advisors in the Virginia Beach area. We chat about his personal experiences of personal finances and how going through Financial Peace University helped him and his wife get their o…
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EP 56. Indecisiveness and Carpal Tunnel
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This week, the guys stick to their schedule, record an episode on time, and manage to get off topic so many times that it was both really easy and really hard to pick a title for this one. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a s…
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Leveraging AI for Business Success: Insights from AI expert Verena Weber
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …
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199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
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A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT. In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover …
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Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro
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Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you! Listen in as J…
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198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Strategies to Finish What You Start and Achieve Project Success -------------------------- LINKS FROM THIS EPIOSDE: Get on the Systems to Scale …
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Future-Proofing Financial Planning with Fintech Expert Jason Pereira
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data…
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197: Strategies to Finish What You Start and Achieve Project Success
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Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻♀️ In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completi…
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I’m exploring investment strategies tailored for student loan borrowers, tackling tax challenges, investment allocation, and how specific identification of shares can make all the difference. Plus, I share the link between income-driven repayment (IDR) plans and your investment returns. In today’s episode: 04:25 50% VTSAX and 50% VTIAX for simple i…
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Is Self Employed The Wrong Way To Fix The Financial Adviser Gap? Rob Atherton Shares Why We Need More Employed Options For Trainee Financial Planners.
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Can the financial planning industry sustain itself without adapting to the needs of new talent? Join us on the Financial Planner Life podcast for a thought-provoking conversation with Rob Atherton as we tackle this urgent question. We start by examining entry-level opportunities and the growing debate between employed and self-employed roles. Both …
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Ep #183: From CSA to Firm Owner with Lauren Williams
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Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession, including how her job as a temp led her to a securities firm, sparking her career in financial planning and wealth management. If the firm you joined is no longer a fit and you are seeki…
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Embracing ESG in Investing with Clémence Chatelin
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In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. There were a few connection difficulties but the discussion is so interesting you won't want to miss it. Join our community: www.nextgenplanners.co.uk…
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196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Project Management vs Client Tasks with Guest Lauren Hong —------------------------------------------------ LINKS FROM THIS EPISODE Connect with…
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St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit
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We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners. if you haven't already watched the firs…
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Predicting the future of technology in financial planning with Roger Portnoy
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA. In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI c…
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Never Have I Ever... (Stationery Edition)
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Never have I ever is a great way to learn things about your friends, so join the Planner Pals as they expose their stationery-related secrets! 😝 📙 How many had you done?Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/plannerpalspodcast📙 Want to find us elsewhere?Jess: https://youtube.com/JashiiCorrinMark: …
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195: Project Management vs Client Tasks with Guest Lauren Hong
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Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all! In this week’s episode, host Libby Greiwe chats with Laur…
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Ep. 544: Setting up an investment account for a kid is harder than it should be
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On this week's episode, Kristen, Dame, and Pete discuss what a pain in the neck setting up account for your kids is. You should do it anyway. Batman makes an appearance, and Pete has Schlage deja vu.Av Pete the Planner
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PAYE is Ending: What You Need to Know Now
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One of the most beneficial income-driven repayment (IDR) plans will be discontinued on July 1, 2024. Why haven’t you heard about Pay As You Earn (PAYE) going away? Because it’s not mentioned on StudentAid.gov (as of the date of this podcast), and borrowers have told us they’re getting mixed messages from their servicers. PAYE’s discontinuation was …
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Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.
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This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millio…
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Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez
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Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you! Listen in as C…
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Thriving Against the Odds: Using Super-Charged Engagement to Navigate the Path to Rural Hospital Sustainability
David Schreiner, CEO of Katherine Shaw Bethea Hospital discusses strategies for building a culture of care and high performance, inspiring leaders to be the best part of their stakeholders' day.Av Society for Healthcare Strategy & Market Development
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194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion ----------------- LINKS FROM THIS EPISODE Episode #146: How to Use a Template t…
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Why I joined the Financial Planning Profession as Head of Creative for Hoxton Capital - Sam Oakes
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Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - sam@financialplannerlife.com Be sure to follow financial planner life on YouTube for extra content about a career within …
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Out-of-this-world Virtual Client Interactions with Panos Leledakis
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In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Panos Leledakis, a pioneer in leveraging technology to transform the financial planning and insurance industry. Here they discuss the evolving landscape of technology, the power of AI in content creation and client engagement, and the importance of embracing a …
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Ep. 543: So what you're saying is the average American doesn't understand the economy
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On this week's episode, Kristen, Dame, and Pete discuss a new survey which sheds light on the average American's economic ignorance. It's not surprising, but it's still shocking.Av Pete the Planner
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193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
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Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience? Thi…
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Big Nelnet Problems and Summer Updates
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Listen in as I answer questions from our mailbag, discuss the peculiar happenings at Nelnet, and provide updates on where we stand with student loans in May. We’ll start with listener questions about the $12,000 10-year forgiveness option, Parent PLUS loans, and income-driven repayment (IDR) recertification dates. You’ll also hear about summer upda…
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Paraplanning: Past, Present and Future with Rebecca Tuck
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In this episode Amelia chats with Rebecca Tuck, Financial Planning Operations Manager at Paradigm Norton. Here they talk about the evolution of paraplanning, what the future of paraplanning looks like and what changes need to be made. Join our community: www.nextgenplanners.co.uk
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Ep #181: Pursuing a CFP Certificate Program While Also a Full-time Undergrad Student with Bryan Schneider
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Today we are joined by University of Michigan student Bryan Schneider. Bryan shares his journey of pivoting from being an Economics major to pursuing financial planning, including how he navigated his school's lack of a financial planning option and proactively sought out opportunities to immerse himself in the field. Listen in as Bryan discusses j…
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BLEACH BLONDE BAD BUILT BUTCH BODY
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This week, Meg and Myra are joined by the Patreon peeps to discuss summer travels, life updates, Youthforia still silent, Gypsy Rose Mother's Day video, Kansas City Chiefs' Harrison Butker gives a tone deaf speech, Diddy's apologizes, and new planner releases! Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content and g…
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Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy
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When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk ab…
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Transforming the Future of Financial Planning with Chris Davies
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In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies. Here they talk about the transformative power of cutting-edge technologies in the financial planning industry, the importance of integrating tech for data analysis and the disruptive potential of technologies like GPT-driven cha…
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Shelley, Mary, and special guest Kristy Kilbourne, are back with a great episode discussing various issues that come up in the Planning Department or Planning Office and those workplace dynamics at play. This episode actually came from a listener's voicemail who was seeking advice on issues in their own workplace. We discuss topics around poor lead…
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One of the dangers with sharing your work online is that people can steal your pictures or designs 😅 Join Jess and Mark as they discuss the wild west of the planner community and how we can protect ourselves against art theft.📙 We want to hear from you!Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/planne…
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Ep. 542: What to do if your financial advisor changes firms
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In this week's episode, Kristen, Pete, and Dame talk about how to handle your financial advisor changing firms.Av Pete the Planner
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A New Graduate’s Guide to Student Loan Strategies
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Are you staring at a mountain of student debt, unsure where to begin? Whether you’ve just tossed your graduation cap in the air or are in the early stages of your career, the key to regaining control lies in choosing a repayment plan that aligns with your financial goals and lifestyle. Meredith Jones, CSLP®, AFC®, and Connor Pierce DPT, COMT, CMPT,…
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As we gear up for TMU’s School of Urban and Regional Planning Alumni Association 2024 Spring Reception, we decided to take you behind the scenes and chat with the dedicated volunteers driving the engine of SURPA. Host Neil Loewen interviews SURPA members Nicholas Klymciw, Danielle Culp, Chris Drew, Alexander Hardy, Kevin Nunn, and Julia Bevacqua.…
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Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling
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Alden Shmerling, a Partner at Elwood and Goetz in Atlanta, GA, joins the show today to share her path from a business major to a sought-after financial planner. Reflecting on the challenges of securing an entry-level position in a competitive market, Alden reveals the pivotal moments that shaped her career and how she navigated unpaid internships, …
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