show episodes
 
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
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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Millionaires Unveiled

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Millionaires Unveiled

Clark Sheffield, CPA and Jace Mattinson, CPA

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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 ...
 
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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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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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 ...
 
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.
 
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.
 
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/
 
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
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252.
 
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/
 
Welcome to Financially Ever After, where award-winning, and nationally recognized financial expert, Stacy Francis, will bring you savvy tips and words of wisdom on how to secure your financial future before, during and after divorce. For 30 minutes, every other week, you'll hear personal stories from women who have either faced or are currently facing this transition. In addition, you will soak up knowledge and inspiration from the industry’s top legal, financial, residential and mental heal ...
 
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
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.
 
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 ...
 
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.
 
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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Take Back Retirement

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Take Back Retirement

Stephanie McCullough & Kevin Gaines

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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.
 
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 ...
 
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 ...
 
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 ...
 
The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning 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 Financial Planning ...
 
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.
 
When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
 
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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Agent Upgrade

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Agent Upgrade

Alan Corey and Jasmine Krnjetin

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Agent Upgrade features amazing interviews of how other realtors have upgraded their real estate business into well-balanced, productive and profitable careers. It's hosted by top real estate agent Alan Corey and top mortgage lender Jasmine Krnjetin. Alan has appeared on numerous television and radio shows across America providing first-time homeowner advice, real estate investing guidance, and financial planning and is a best-selling author and a Top 1% Agent in Atlanta. Jasmine has been a t ...
 
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 ...
 
Mastering Money in Midlife is the podcast for female entrepreneurs who want to overcome financial anxiety and build wealth without burning out or sacrificing their families. Mastering Money in Midlife is hosted by Debbie Sassen, a certified life and money coach with over 20 years of financial planning, investing, and wealth creation experience with Goldman Sachs, the Bank of Israel, and as an entrepreneur building a multi 6-figure business. Each week Debbie shares the exact strategies and re ...
 
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Crump Insights

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Crump Insights

Crump Life Insurance Services

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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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Jake Of All Trades

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Jake Of All Trades

Jake Rivas: Financial Advisor To Millennials

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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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Accelerating Your Wealth

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Accelerating Your Wealth

Rebecca Robertson - The Wealth Creation Coach

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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 ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
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 ...
 
The Your Life, Your Money Podcast helps you thrive in life, wealth and retirement. The show is designed to navigate the complexities around money, building and securing wealth, and achieving financial independence. Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you make smart and sound financial decisions. The goal is to take complex financial subjects and make them simple and easy to understand so you can fee ...
 
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show series
 
On this Dentist Money™ Show, which was recorded live, Ryan, Matt, and Rabih answer questions about what’s happening in today’s financial world. Inflation, stagflation, real estate trends, and what historically happens to stock prices during a recession are all discussed. Plus, learn about the new Dentist Money Membership—an announcement you don’t w…
 
Are you buying or renting? What are the perks of being a homeowner? Think through and focus on both financial and non-financial reasons. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about the rules of thumb when deciding whether to buy or rent a home. Topics Discussed: • Why buy? Live in it 3-5 years to break even and …
 
If the market outlook has you feeling uncomfortable, you are not alone. This discomfort may cause you to want to change course, but consider that moments of extreme discomfort are often reverse indicators. Extreme discomfort can mean that you are on the right track to grow in a new direction. On this episode of Retirement Answer Man, I answer your …
 
As both a tax strategist and real estate investor, Amanda Han helps investors with strategies designed to supercharge their wealth-building using entity structuring, self-directed investing, and income offset opportunities to keep more of what they make. Watch this episode on YouTube: https://youtu.be/_h1P692qAbA Agent Upgrade is proudly sponsored …
 
Listen to this interview with Eric Nuttall, who is a Partner and Senior Portfolio Manager with Ninepoint Partners LP. Eric's views are frequently sought after by the Business News Network (BNN), The Globe and Mail, the National Post, the Calgary Herald, CNBC, and the Wall Street Journal. Listen to this episode to know his views on the "Oil and Gas"…
 
Indexed Universal Life Insurance (IUL) is all the rage right now. "10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income." These policies are confusing. And they sound WAY too good to be true. So to get to the bottom of it ... I bought one! I read the fine print. Did the math. And uncovered the ugly truth. In th…
 
In this episode, I’m showing you how to do a really useful review for the first half of the year and set yourself up for the second half of 2022 and beyond. If you want to do things better, serve more people and make more money, this method will help you be in the abundance of everything you have done and created, and celebrate your progress so far…
 
Syble Solomon is the creator of Money Habitudes, a financial tool that helps people understand the psychology of money and make wiser financial decisions. She is a member of the Financial Therapy Association and a pioneer in looking at the intersection between money and emotions. Syble shares insights on what motivates financial decisions, and the …
 
There are so many options an optometrist can consider when thinking about the prioritization of savings vehicles for both short term and long term needs. In today’s show, we walk up the savings ladder through the lens of tax efficiency. As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integ…
 
In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst enemy during these trying times. That’s why it is important to learn from those that have gone before you. Check out this episode to discover the 4 typical investors that we encounter…
 
Alan has a net worth of one million dollars. He's previously worked as a therapist and now works on the administrative side of the business. He has one duplex and two condo rental properties which cash flow about 20K per year. He discusses doing a Roth IRA conversion, how he lives on 60K per year, his goal to reach 12M net worth, and how tracking h…
 
This week we cover the June Manufacturing PMI, US Services PMI, UK CPI, Qantas, and Cooper Energy. This market highlight is proudly brought to 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/ General Disclaimer –…
 
From the perspective of a financial advisor, Bill and Anastasia tackle the meaty topic of U.S. health care in this two-part episode series. In Part Two, Bill offers strategies that consumers can use to help mitigate the cost of health care. Bill and Anastasia touch on different health insurance options and the benefits of a HSA (Health Savings Acco…
 
Your investment portfolio is only a piece of your overall financial plan. Having a financial plan helps you set clear goals and objectives, articulates actions and deliverables, and is comprised of much more than just a collection of accounts and securities. Today, John Walker and Evan Salter of Cordasco Financial Network, a part of Mercer Advisors…
 
When is the best time to buy and sell your investments? This is one of the most common questions a lot of people are asking, especially those who don’t have that much experience in investing: Whether it’s in the stock market or real estate. For today’s episode, Ken covers different points to dig deeper into the underlying question of when to buy an…
 
We have today with us, Dr. Joanna Martin who is an architect and accelerator of change and we are talking about the emotional side of money. As we look into the five power types and the particular patterns that we might see expressed through our financial results. Connect with Jo martin here: Facebook: https://www.facebook.com/DrJoannaMartin Instag…
 
Matt Trogdon is a Financial Planner with Craftwork Capital based out of Washington, DC, and he joins the show today to share his unexpected journey to becoming a financial planner. If you are considering changing careers to become a financial planner, you definitely don’t want to miss this episode! Listen in as Matt shares why he pursued a history …
 
This week's retirement reading is from Compound Advisors titled, The Greatest Paradox in Markets. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/298. Show Notes: RetireWithPurpose.com/298 Rate & Review the Podcast: RetireWithPurpose.com/review Sign U…
 
Money isn’t always the key to happiness. What are the key financial planning processes for using your money to live a better life? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks with his colleague, Jennifer Quire, a fellow Certified Financial Planner CFP®. As financial planners, Daniel and Jennifer’s goal is to help phys…
 
If there was ever a time for another episode of Crypto Office Hours with Tyrone Ross, it is right now! Tyrone comes on Resilient Advisor with Jay Coulter to share his insights on the crypto markets today, through the financial advisors lens. If you catch the broadcast live he will answer any questions that you may have on how to look at the crypto …
 
Can you still retire in a down market? With the stock market down and inflation up, that question is on a lot of minds. We’re going to talk about the factors involved in making this decision and how we help people like you determine the answer to this question. What we discuss in this episode: 3:10 – Business Insider article 6:00 – CNBC and USA Tod…
 
Today I'm sharing a fun announcement with everyone. I'm also providing retirement savers with important information on the 2022 Medicare IRMAA brackets. This includes covering three things: What IRMAA is How IRMAA is calculated The 10 best ways to avoid IRMAA If you want to better understand how you can navigate Medicare IRMAA this year (and beyond…
 
Do you stress over money issues? 90% of the population has been taught nothing about handling money effectively. In this episode, Rennie Gabriel a TEDx speaker and the author of the award-winning, best-selling Wealth On Any Income joins Curtis to discuss the Three Secrets the Wealthy Know that You Don't. Curtis’s motto is that what you learn today …
 
The decisions you make prior to purchasing a practice have long-term implications. That’s why knowing which practice model fits your vision is so crucial. On this episode of the Dentist Money™ Show, Ryan talks with Dr. Richard Low and dental student Andrew Clingan of Shared Practices about pre-ownership angst in today’s economy and how to speed up …
 
Last year, when the Social Security Board of Trustees released its annual report, there was quite a bit of handwringing. The economic hardships of 2020 had depleted reserves quicker than anticipated and projections were showing that Social Security could run out in 2034, one year ahead of previous estimates. By then, Social Security would only be a…
 
Do you remember the late Notorious B.I.G.’s song, Mo Money Mo Problems? Physicians can probably relate to it. On the flip side, some people believe that having more money makes you benefit from fewer problems. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Jeff Wenger, a Certified Financial Planner (CFP®), about how m…
 
We all want to leave a legacy to those we love, but leaving a legacy doesn’t mean simply making a will. To create a lasting financial and nonfinancial legacy you need to have a strategy that you can rely on. Today you’ll learn the steps to take to create a lasting legacy. Leaving a legacy is different from estate planning Often times we read about …
 
When owning and operating a business there are many reasons why you might want to set up a holding company. It can be a great way to add an extra layer of protection. In this podcast, I’ll explain and go through the top 5 reasons to have a holding company. I’ll break it down for you and help you decide what’s best for your business. 📞 For Your FREE…
 
When learning how to invest, we are consistently told to conduct our “due diligence” on the investments that we’re considering buying. Yet, almost all of us haven’t actually been trained on how to analyze the investments that we’re considering, so that we choose the ones that are right for our particular situation. To help remedy this, I thought it…
 
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