show episodes
 
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.
 
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
 
Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad - especially when everyone seems to want a piece of your money. www.TheRealMoneyPros.com
 
Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualifi ...
 
Join Jen Hemphill, Latina Money Expert each week on this mixed language podcast for your dose of money confidence. You get down-to-earth interviews from la comunidad Latina and solo episodes sharing simple actionable tips and strategies you can use right away. Grab the free Daily Dinero Ritual to start your day with confidence around your finances www.jenhemphill.com/dinero
 
Biblically-Based Estate Planning to help you avoid the long-term effects of financial mismanagement. Learn how to plan your financial future through estate planning, investments and insurance. Learn what exactly is advanced estate planning and how it can help you protect the people in your life.
 
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.
 
The Legal Paige® Podcast is a weekly interview show featuring legal, finance, and business tips for creatives and online businesses. We cut through the legal mumbo jumbo and make “scary” things like taxes, finances, business structures, and contracts EASY. You’ll hear from industry leaders on specific topics, and will walk away with bite-sized action steps for making your own entrepreneurial dreams come true. Grab a cup of coffee (or your fave adult beverage) and let’s make your business leg ...
 
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Accelerating Your Wealth

1
Accelerating Your Wealth

Rebecca Robertson - The Wealth Creation Coach

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Weekly
 
Introducing the Accelerating Your Wealth podcast, a straight talking, motivational and informative podcast designed to keep you up to date on all things to do with your money, and crafting the financial future of your dreams.' Your host Rebecca Robertson is a Wealth Creation Coach for Savvy Women. 'As women, it can be a struggle to fit everything in! We know moneys important but where's the time!? This podcast is here to help! We get straight to the point. Talking openly, honestly and giving ...
 
Who's really in control when you buy a property? The Elephant In The Room is where the things that no one wants to talk about, actually get talked about. Veronica Morgan, real estate agent, buyers agent and co-host of Foxtel’s Location Location Location Australia & Chris Bates, financial planner, mortgage broker and wealth coach have joined forces to find out what’s really going on in the world of real estate. Veronica and Chris talk to property owners and buyers every day in their respectiv ...
 
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Wealth & Whisky

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Wealth & Whisky

Ryan A Hughes & Peter Campbell

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Daily+
 
Listen to two finance professionals talk about the economy, investing, stocks, politics, and more as they drink whisky. In each new episode, we pair a whisky to a topic, whether it's a cheap drugstore bourbon or a hard-to-find scotch (we prefer this). Learn more about us here: https://wealthandwhisky.com/
 
Do you want to learn how to secure the bag beyond your 9-5 and break away from the traditional ways of managing money? If you’re nodding your head yes, then join Sierra K. Howard and her dope ass guest, who are millennials of color, securing the non-traditional bag. Tune in every week for a new money session where you will learn actionable money strategies that will help you finally live financially free without restrictions!
 
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Ask Ralph

1
Ask Ralph

Ask Ralph Media, Inc.

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Monthly
 
Looking to take your financial knowledge to the next level? Whether you are looking to save taxes or improve your business, Ask Ralph will bring you new information designed to make the complex simple and give you real-world advice.
 
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Marketing and Finance (MAF) Podcast

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Marketing and Finance (MAF) Podcast

Roger Edwards interviews great people from Marketing and the world of Finance

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What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: • How you can keep your Marketing strategy and communications simple • How you can grow your business ...
 
Welcome to the podcast series from Joslin Rhodes Pension & Retirement Planning. Here you’ll discover the importance of planning for a brighter, happier future. Over the course of this series, we’ll share real advice for real people. You’ll hear practical tips and first-hand accounts, and you’ll discover how this can make a genuine difference… to your future.
 
You’ve probably started with great intentions, telling yourself you’ll stash away more for retirement and buy fewer lattes (because some writer said buying lattes is a bad thing). But life happens. It’s not as neat and tidy as the financial experts on TV seem to think. You’ve got a lot going on in your life, and you need more than simplistic, cookie-cutter instructions to keep you on the right financial path. Kate Stalter escorts you to the right path for your money. She talks to experts and ...
 
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show series
 
Imagine this: You’ve come up with a genius business idea and are 100% certain that it is THE next big thing. After much debate you brainstorm a name that is bound to go viral and quickly dig into bringing it all to life. You buy a website domain, grab the social media handle, and are well on your merry way to entrepreneurial success when you find o…
 
If you want to start learning how to ski and expect to be a world champion in the next year, you’re highly mistaken. Financial success is based on setting realistic expectations and implementations. Don’t understand crypto or real estate? Don’t invest in it! Plus, Brian and Jeremiah pose the question: What can employers do to better retain their em…
 
“Australians have a genetic defect – this love affair with property” Today’s episode is an extra special one as we’ve invited the principal of Motivated Money, Peter Thornhill, to give you a heads up: he’s not a huge fan of property. …But what we do have in common are values around investments – that the ups and downs of the market can be linked to…
 
This week we cover the RBA's cash rate target rise, US Non-Farm Payroll data, IFM, Orica, and rising inflation. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Gen…
 
Blackrock and Coinbase cut a deal this week. Good for them, but hopefully Blackrock knows what they’re doing… It has NOT been a secure week for crypto! The VA has thousands of dollars worth of unused electronics stuck in a warehouse and Elon Musk seeks to earn more capital from investors. Nic Daniels BFA™, Financial Advisor https://www.therealmoney…
 
Today, we are having a special episode because it is my birthday week. And it's actually the podcast's second anniversary. So, since it is my birthday week, I've been offering my book 10 ways to accelerate your wealth for free with just postage and packaging, which is £4.50 for a few days now. And it will be offered free until 5th of August. Plus! …
 
There is a lot of hype surrounding cryptocurrencies and DeFi technology, with excitement around the potential innovations they offer financial systems. Often lacking in the discussion is an objective and critically informed viewpoint, leading to confusion and misunderstanding. In today’s conversation, we get the balanced perspective that we need wi…
 
The Inflation Reduction Act aims to do just that. Reduce the amount of inflation. But will it work? The bill highlights its goals to tax the rich and large corporations, but a deeper look shows that it may affect everyone… Resources: https://americansforprosperity.org/inflation-reduction-act-facts/ https://www.finance.senate.gov/imo/media/doc/jct_d…
 
Inflation is unavoidable right now. You see it every where you look and on the news, but what can we do to combat this inflation? Is there anything you can be doing differently in your portfolio? In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk through several different variables affec…
 
If you’re ready for a serious education on market elasticity, demand system pricing, and stock market flows, you’ve come to the right place (disclaimer: don’t expect light entertainment). Today’s guest is Ralph Koijen, AQR Capital Management Professor of Finance and Fama Faculty Fellow at the University of Chicago, Booth School of Business. Tune in…
 
Inflation is at an all time high with rising prices in all aspects of our lives. One of these is the rise of car prices. If you are considering purchasing a car consider the true cost of car ownership before making this decision to help better plan this significant purchase. In this solo episode I share with you the story of how this topic came abo…
 
A few years ago, you were probably feeling very confident. Your retirement accounts were looking great and you may have gotten comfortable. Then, BOOM! Recession. When the markets are good and healthy, what can you do to mitigate risk and protect your gains? We talk divorce and its impact on finances, the Mega Millions jackpot winner, and more. Bri…
 
Climate change has significantly impacted residential property: Constant house repairs, increasing energy bills, and more areas becoming uninsurable. …It feels like something needs to change. Will our policymakers be able to keep up? Today, we’re talking about the impact climate change is (or should be) having on housing policy. Nicki Hutley, a hig…
 
This week we cover Amazon, Walmart and Alphabet's reported second quarter earnings, Australian second quarter CPI, Fortescue, and Flight Centre. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Deskto…
 
In today’s episode, we’re gonna be talking about coming back to me. It’s all about coming back and finding yourself and how all that links back to money and wealth. I am joined by Star Monroe who is certified psychotherapist, eating psychology coach, relationship coach, sex, love & dating coach, somatic bodyworker, dominatrix and retired showgirl. …
 
For this week’s episode, we are revisiting a portion of our conversation with the legendary Professor Campbell R. Harvey and and his more optimistic viewpoint on the crypto space. Campbell is the Professor of International Business at Duke University and is also a Research Associate at the National Bureau of Economic Research. In 2016 he served as …
 
Nic explains what it means when you hear about the value of the U.S. currency and how it compares to others across the world. Plus, how the value of our currency can either create opportunity or financial hurdles. Nic Daniels BFA™, Financial Advisor https://www.therealmoneypros.com https://www.treecityadvisors.com…
 
An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn’t end up in probate and your family isn’t left with a headache. On today’s episode, Mike MacKelvie is joined by special guest Drew McDowell, attorney and senior weal…
 
Welcome to another episode of the Rational Reminder Podcast! We start by reviewing The Fearless Organization, and learn some important concepts such as psychological safety in the workplace, allowing people to voice their concerns, and the value of continuously learning. We also discuss a paper on index investing followed by a quick discussion on g…
 
What is the one decision you made that you continue to question to this day? We have all been in that position facing hardship where we act on emotion or out of desperation. In this episode, Mayra Rocha, founder of El Dinero Si Importa, an Emmy Award-winning journalist who covers business stories for Univision networks, shares what this one thing i…
 
Nic explains the rules to Custodial Minor Roth IRAs and the benefits that they can have for minors. If your child is under 18 and has earned income, this can be the perfect way to teach them about tax-free growth and the importance of saving money for retirement! Nic Daniels BFA™, Financial Advisor https://www.therealmoneypros.com https://www.treec…
 
Is your dream job ‘travel influencer’? I don’t blame you! There’s something magical about the thought of traveling to the world’s most beautiful destinations, snapping awe-inspiring photos, and sharing your experiences with tens of thousands of fans. As with any career, there are laws and regulations in place even in the influencing space that you …
 
Expectations. Set them and set them realistically. Set yourself up for success! American workers not filling entry-level positions are forcing large companies to replace them with robotics. Account rebalancing, setting up retirement accounts for your business, and other financial advice. Jeremiah Bates, Financial Advisor Alexandra Lundgren AIF®, Fi…
 
We are currently in a phase of living with COVID, and while it’s too early to call it a ‘post-COVID’ era, what could that period look like?’ And how will the property market adjust? Simon Kuestenmacher, the Director of Research at the Demographics Group is returning to the show. He shares his insights on the current state of affairs in Australia wi…
 
This week we cover US Manufacturing PMI, the NAHB housing market index, EU flash PMI's, Australian MFG and Services PMI's, and the start of the US and Australian reporting season. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: htt…
 
Just when the energy crisis needed a hero, nuclear power plants started to shut down to save the lives of local fish… While ethical, it still sucks. Oh, and if you’re needing some health services, go no further than your nearest Amazon Health Clinic! Nic Daniels BFA™, Financial Advisor https://www.therealmoneypros.com https://www.treecityadvisors.c…
 
We have Sheree Owen, a sales strategist, business coach, and sales expert , Co- Founder of Business Spa Escapes, & My Wellbeing Business Coaching. With over 25 years creating and launching businesses, she supports people taking their first business and sales steps with confidence. She will help us understand how to overcome your subconscious blocks…
 
In this episode, Dan chats with Bob Veres from the United States, a financial planning commentator and author who has decades of experience in financial planning. Here, they discuss the current state of financial planning, where we have been, where we're going, and what a modern financial planning business should look like. Plus, great tips on writ…
 
Welcome back to another comprehensive and informative episode in this limited series of the Rational Reminder Podcast, a weekly reality check about the world of cryptocurrencies. We are lucky to have another respected figure in the crypto world on our show, technology veteran Tim O’Reilly. Tim is a well-known educator and publisher in the crypto co…
 
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context. In this week’s episode, Valerie Escobar and Mike MacKelvie talk us through how to assess the information we glean from these news story headlines, and how it might impact our investing plans.…
 
If you have any interest in private equity or have thought about it as an asset class, then this episode is for you! What is private equity? This might seem a simple question but the answer is more complex than you think. Private equity is a nuanced subject that requires a deep understanding to make successful investments. To help unpack this non-t…
 
As Latinos, we tend to believe that it is not feasible to generate wealth, due our own experience which sets our own standard of what is achievable. One key factor is acknowledging how far we have come which helps to change our mentality from scarcity to one of abundance.The other key factor is knowing your worth, which is fundamental to improving …
 
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