The podcast for finance professionals tasked with taking their businesses to new heights.
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl 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, Ensombl recommends obtaining financial advice from a qualified financ ...
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Creating Wealth is an in-depth conversation between Bill Taber, an experienced financial advisor, and his millennial daughter about personal finance, investing, and financial planning.
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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
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As one of Canada's youngest retirees at the age of 32, and after becoming mortgage-free at 29, Kornel interviews the top financial experts in Canada to help you optimize your investments, reduce your taxes, and help you accelerate your journey towards financial independence and early retirement. He also shares his own experiences and lessons learned in investing and as an early retiree and member of the FIRE (Financial Independence, Retire Early) movement to help you optimize your finances, ...
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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An award-winning retirement podcast dedicated to helping you: Lower Taxes • Invest smarter • Make Work Optional Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, I'll a ...
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The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.
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It all begins with savings and cash flow! Most people play the dangerous game of chasing after outrageous returns risking all their money in aggressive joint ventures, real estate, and the stock market. Stop what you’re doing and LISTEN so we can show you how you really can enjoy today AND can have a way wealthier tomorrow.
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20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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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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Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
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Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
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Join Nick Davis CFP® and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, d ...
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Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.
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Learn everything you want to know about Infinite Banking, Leverage Life Insurance, Real Estate, and all things smart investing with Dan Thompson. Dan has been in the financial planning business for almost 40 years. Starting out as a stockbroker, Dan learned quickly that the Wall-Street methods of diversification, asset allocation, etc., just simply did not work. Join Dan on his journey to finding the best, safe, high return investments for him and his clients on the Wise Money Tools Podcast- ...
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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The Dentist Money™ Show | Financial Planning & Wealth Management


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The Dentist Money™ Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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.
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
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You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
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Kitces and Carl - Real Talk for Real Financial Advisors


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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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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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The Empty Nest Full Pockets podcast is designed for parents that are either working on or now living in an Empty Nest. From college buying tips to making the most of your empty nest years we have put together a platform that will host experts and have meaningful conversations with other parents who have been there. We share experiences, ideas and a platform to celebrate what I believe is one of the most exciting periods of adulthood.
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In the Financial Crossroads podcast, Rand Spero shares stories about people adapting during their personal transition.
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The CASH Podcast is aimed at educating Business Owners, Entrepreneurs, and Executives on how to get smarter and more knowledgeable when it comes to their finances, as well as their retirement planning and investment management. We want to teach people how to live wealthier, more educated, successful, happier lives! The podcast focuses on topics including, but not limited to: -How to Make Work "Optional" -Earning Money and Putting it to Work! -Personal Interviews with thought leaders, CEO's, ...
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Financial Symmetry: Balancing Today with Retirement


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Financial Symmetry: Balancing Today with Retirement
Chad Smith, CFP® and Mike Eklund, CFP®
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimatel ...
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Widowhood is the state of being a widow or widower: a person whose spouse has passed away. This is a situation that no one wants to be in, but it is something that can happen, and that you and your family should be prepared for financially. When this kind of painful, life altering event occurs, it's important to have the structure in place for you and your family to be protected, and this year on Financially Ever After Widowhood, Stacy Francis is going to be talking to a diverse lineup of ex ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Your Wealth & Beyond: The Financial Planning Podcast


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Your Wealth & Beyond: The Financial Planning Podcast
Andrew Rafal
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
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Military to Financial Planner Podcast


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Military to Financial Planner Podcast
Daniel Kopp, Forrest Baumhover
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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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 ...
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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This podcast is the place for entrepreneurs who want to learn the actionable strategies and steps needed to make more money and build wealth in alignment with authentic Jewish values. Join certified life and money coach and multi-6-figure business owner Debbie Sassen each week as she shares the exact strategies and resources you need to change your relationship with money, close more sales, and move from scarcity to abundance. Learn how to invite G-d into your business while you dissolve the ...
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The Avocado Toast Podcast was created to build a community of like-minded young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence. We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.
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The Retirement Show: Your Life, Your Money with Scott Sierens


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The Retirement Show: Your Life, Your Money with Scott Sierens
Scott Sierens
A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
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Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
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Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. C ...
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As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
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Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
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Mind Your Money with Bradshaw Rogers Financial Partners


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Mind Your Money with Bradshaw Rogers Financial Partners
Trent Bradshaw
The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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The Advisor Advantage podcast is connecting Prosperity Economics Advisors one to another through financial conversations that challenge the status quo. This show spreads the message of prosperity and shares the alternatives to big banking and Wall Street investing.
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The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclaimers at: https://wwmfinancial.com/disclaimers
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Creating Richer Lives


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Could Higher Oil Prices Help Your Investment Portfolio?
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The Federal Reserve left interest rates unchanged this week, but are they close to the end? That is yet to be determined, but perhaps higher oil prices might impact their future decisions. On this podcast, Karl Eggerss discusses the Fed's future path and the impact on the economy and your portfolio. Topics discussed on this podcast: Oil Interest Ra…
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Your Wealth & Beyond: The Financial Planning Podcast


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Creating Connection Through Music with Brian Mohr
58:01
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Your Life Your Wealth


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Your Retirement Outlook: Is the Glass Half-Full or Half-Empty? # 412
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Having a clear financial plan may help ease concerns for many, whether already retired or nearing retirement. What is your view of the future? In this episode, John Walker, Regional Vice President, Mercer Advisors, discusses ways to help those with optimistic, or pessimistic, outlooks create a plan for their future. Listening Time: 23 minutes Merce…
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The Dentist Money™ Show | Financial Planning & Wealth Management


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#431: Two Cents 9/18/23 - Crude Oil Prices, 529 Changes, Young Adult Stress
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Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria talk about the effect of crude oil prices on inflation, detail the recent changes in 529 savings plans, and look into why younger adults are stressed financially. Need answers to your financial questions but not ready …
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In this episode of "Accelerate Your Wealth," I have guest speaker Jo Davison, a successful money and business mentor, speaker, and author. Jo shares her journey from being a chiropractor to creating the "She's a Money Boss" academy, a program used by women worldwide to improve their financial habits. She speaks about her past struggles, including b…
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New Planner Podcast


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Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
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Today we welcome back Jesse Lineberry to discuss the intricacies of compensation in the financial planning profession. We'll examine recent offers that have been both accepted and rejected, providing insights into industry trends. Discover the data from a salary survey, shedding light on the expected salaries for paraplanners, associate planners, a…
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In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group. Here they talked about adapting as a financial planner, balancing demands and prioritising mental health. Join our community: www.nextgenplanners.co.uk
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In this week's episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss Finito as a virtual "marketplace", aiming to provide coaching and guidance to Australians by connecting consumers with trusted financial experts. Finito Website: https://www.finito.com.au/ Thabojan Rasiah: https://www.linkedin.com/in/thaboj…
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Millionaires Unveiled


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314: Franco Follow Up: Invest In What You Know
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Follow Up to Franco's strategy to invest in what you know, but how do you learn to know? We take a deeper dive into this advice.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Kitces and Carl - Real Talk for Real Financial Advisors


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Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121
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In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
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There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions …
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Have you ever wondered why Mark works in the financial planning business? What drove him to start Howard Financial Group? In this episode, Mark opens up and shares his influences, dreams, and goals to help you get to know why he’s so passionate about what he does every day. Hopefully that passion has come across in this podcast over many episodes, …
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In this episode, we tackle the common complaints and fears about financial situations during retirement. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https:…
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Are you considering incorporating annuities into your financial planning but find them too complex to comprehend? You're not alone. Annuities are often misunderstood, and this lack of understanding can deter people from utilizing this financial tool. In this episode of our podcast, we delve deep into the world of annuities, exploring their complexi…
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The Retirement Show: Your Life, Your Money with Scott Sierens


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Understanding RMDs: A Guide for Retirees & Pre-Retirees
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In today's episode, we delve into a critical aspect of retirement planning that can significantly impact your financial future – Required Minimum Distributions (RMDs). Whether you've stashed your savings in a 401(k), 403(b), 457, IRA, SEP IRA, or simple IRA, understanding RMDs is crucial, especially if you're approaching your seventies. Join us as …
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The Practical Wealth Show


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The Power of Controlling Your Capital with Joe Pantozzi - Episode 285
40:37
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In this episode, Curtis May sits down with Joe Pantozzi, my mentor from Alpha Mega Wealth. His wealth management firm devotes effort and resources to Client Education to define: Money versus math; material versus educational wealth; asset wealth management versus wealth management; generational wealth, versus cultural wealth, versus community wealt…
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The Dentist Money™ Show | Financial Planning & Wealth Management


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#430: Listener Q&R #3 - Buying a Practice, Warren Buffet, Overhead Insurance
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You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such a big decision? And, Warren Buffet has much of his portfolio in T-bills. What does that mean for your investments? On this listener Q&R (Question and Response) episode of the Dentist Money™ Show, Ryan and Matt answer financial q…
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Craig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing retirement as a lifestyle choice, attracting younger advisors into the industry, and the impact of culture on success. Craig Keary LinkedIn: https://www.linkedin.com/in/craigkeary/ To learn more about the MLC Life Insurance Adviser Portal, visi…
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In this episode of The CASH Podcast, Adam is taking a look at a very simple question... Are your investments stressing you out?! The stock market can cause you a lot of stress throughout the year, including the feelings of opening a statement to see that you've lost money, or even the stress you feel BEFORE you even log in to your account! Listen n…
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The Rob Tetrault Show


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The Stigma Around The Oil & Gas Industry, Surge's Potential, And More With Paul Colborne (TSX: SGY)
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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Financial Residency


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Coffee & Contacts: What is TCC in MGMA edited
5:26
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In this message, Jon from Contract Diagnostics discusses the total compensation data from the MGMA survey, which is considered the gold standard for physician compensation. The MGMA survey gathers data from a large number of physicians and their employers each year, but participation is relatively low, so the accuracy of the inputs is uncertain. Th…
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Retirement Answer Man


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What Is the Ideal Mix Between Before and After Tax Retirement Accounts?
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Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you. Check out this episode to listen to these listener questions and stick around until the end to hear Kevin Lyle’s relief at no longer h…
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The Jewish Entrepreneur Podcast


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97: The Thought Ladder and How to Achieve Any Goal
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I believe it is our responsibility to believe that God has everything planned out and our income and achievements for the year are already determined, but we still have to do our part in bringing it to fruition. Tune in this week to discover how thought ladders can help you achieve any goal you set for yourself. Just thinking positive thoughts isn’…
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The Profitable Advisor Podcast


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How To Get Referrals Without Even Asking For Them with Stacey Brown Randall
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In this episode of the Profitable Advisor Podcast, Stacey Brown Randall, a renowned expert in generating business referrals, joins Dan to discuss the importance of generating referrals without directly asking for them. Stacey emphasizes the power of referrals and why a different approach is needed to cultivate them effectively. Throughout the episo…
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The term can mean different things in different markets. It can also be used to describe an account versus the stage you are in when buying a house. Doug explains the differences and when it can be waived by the buyer. He also talks about why people sometimes want to waive escrow and whether it benefits them or not. To request a free copy of Doug's…
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Financially Ever After Widowhood


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Rebuilding Life after Loss: From Grief to Growth
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Dawn Nargi is the Executive Director at The W Connection, an organization that provides essential resources for widows looking to rebuild their lives after the loss of a spouse. Beyond her role at the W Connection, Dawn is a widow herself. Balancing personal grief with the demands of single parenthood, her story is a testament to the strength of th…
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Ensombl Advice Australia


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Engine Room Podcast #17 - Glen Reilly
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In this episode, Andrew sits down with Glen Reilly, Director and Lead Adviser at Fitzpatricks Private Wealth. They discuss his approach to building a successful practice, the culture of the company, and how they attract and engage with clients. Glen Reilly LinkedIn: https://www.linkedin.com/in/glenreilly/ Fitzpatricks Private Wealth Website: https:…
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Millionaires Unveiled


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313: Net Worth of $4.0M - Fulfillment is the Most Underrated Compensation
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Franco has a current net worth of $4.0 million. He has most of net worth in real estate. 80% is in mobile home investments via his business. Almost 20% is in some single family home investements and then a little in cash and other personal items.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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20/20 MONEY


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Investing in your team, the importance of culture and purpose, what ODs can learn from dentistry, and focusing on the long-term with Dr. Andy Yaryan, OD
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Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Andy Yaryan, OD. Andy and I have a great and wide-ranging conversation. Andy shares why his culture has been so important to his success and demonstrative ways in which he measures culture in his practice, why focusing on the two things every human wants can be instrumental in …
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Financial Residency


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Grand Rounds: Dr. Kristine Scruggs talks about her work as a screenwriter and novelist
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Dr. Kristine Scruggs shares her journey as a novelist turned screenwriter. Exploring her creative side has helped her overcome and avoid burnout as a hospitalist physician. She is able to use her medical knowledge to help write scenes and themes in her works. She talks about conferences and competitions that have been beneficial to her in getting h…
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Crump Insights


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The Connelly Decision’s Impact on Business Succession Planning
24:08
24:08
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Without proper succession planning, execution of that planning, and following the directives set forth, even the most basic estate or business transition can become an adventure and attract scrutiny from the IRS. In this timely episode, we welcome Jon Whitacre, JD, CLU, ChFC, and director of Advanced Sales at Crump Life Insurance Services to explai…
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Financial Symmetry: Balancing Today with Retirement


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The Benefits of a Wealth Management Relationship - Part 2, Ep #199
25:11
25:11
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Investing is simple but not easy. To that end, what are the impacts if you do a poor job managing your investments? Several studies from Vanguard and Morningstar have attempted to quantify how behavioral coaching can impact your savings. The numbers settle around 1.5-2%/yr. That may not sound like much, but could equate to millions of difference ov…
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Many retirees struggle with their cash flow and they may not be living their best retirement. On this podcast, Karl Eggerss discuss a place where many retirees may have hidden dollars. There are several techniques to find and use those dollars. Topics discussed on this podcast: Retirement Cash Flow Retirement Planning For more information, go to ht…
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Younger generations are estimated to inherit as much as $70 trillion worth in wealth over the next 20 years. The questions are, what do you do with this money? How do you best honor the legacy of the inheritance while applying it in a way that aligns with your goals and values? Bill discusses what he's seen over his career of the five categories of…
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The Dentist Money™ Show | Financial Planning & Wealth Management


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#429: Two Cents 19. 9/11/23 - Labor Market Update, Retirement in America
28:38
28:38
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Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor dive into current labor market statistics and discuss the affect that low unemployment has on inflation and the economy; and they talk about retirement in America and some of the monetary and non-monetary issues affectin…
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Your Life Your Wealth


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Building Your Investment Portfolio One Brick at a Time # 411
15:41
15:41
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In this episode, John Walker, Regional Vice President, Mercer Advisors, discusses the similarities between building a house and constructing a solid investment portfolio. Listening Time: 15 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a trade…
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New Planner Podcast


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Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees
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27:14
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Jason Howell and Doug Tees are with Jason Howell Company based out of Fairfax, VA, and they join the show today to discuss their journeys in the financial planning industry. If you are considering changing careers and would like the confidence to make the leap, this is an episode for you! Listen in as Jason and Doug delve into their unique paths to…
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Jennie & I dive deep into the world of life cover and insurance, demystifying these crucial financial safety nets and their impact on your financial future. We touch upon the importance of having the right kind of insurance policies, such as life cover, critical illness, income protection, and business insurance. With share our thoughts & ideas on …
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Financial Residency


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Financial Vitals: Should You Incorporate Social Security Into Your Planning Projections
21:18
21:18
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In this discussion, we will be exploring the topic of social security and its importance in financial planning. There are often misconceptions surrounding social security, leading to negative perceptions about its funding and benefits. However, it is crucial to consider the potential advantages and whether it should be included in one's planning. F…
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NextGen Planners


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The Impact of Storytelling with Charlie French
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In this episode Amelia chatted with Charlie French, co-founder of Etcho. Here they discussed the power of storytelling in financial planning, the significance of developing a connection between clients and their portfolios and the transformative potential of impact investing. Join our community: www.nextgenplanners.co.uk…
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Take Back Retirement

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74: Taking Charge: Carol Marak's Strategy for Solo Aging and Retirement Planning
49:52
49:52
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“Once you are aware of your top risks that you will likely face later on, it's amazing how your brain just starts to automatically think about, ‘Well that's interesting, I wonder if I could live that way.’ Or ‘I wonder if I could pick up that exercise. I wonder if I could start walking a mile a day just to start getting in better shape. I wonder if…
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If cash is king, what do you do with it? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss what to do with your cash. Listen in as they dig into money market accounts, treasury bills, CDs, and municipal bonds. They also answer your questions about the future of bank failur…
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