show episodes
 
The 10-min break for Spiritually Sensitive Introverts & Mavericks to create a lifestyle that cares for them where you harm no one but take no sh!t. The Hygge Planner show supports you in: 🌟 Living by your own standards 🌟 Expanding your comfort zone 🌟 Being unapologetically confident on will 🎁 [FREE QUIZ] Discover your inner talents https://www.ComfortZone.Rocks/quiz 💕 Want to support me? Now you can tip me at https://www.buymeacoffee.com/PurdeyPenrose 📌 Learn more at https://linktr.ee/purdey ...
 
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.
 
Planner Parley brings together marketing strategists under a flag of truce to talk about the challenges and triumphs they face every day. Listen along to learn strategies for strategy from some of the smartest marketers in the business. Planner Parley is a production of Truth Collective in partnership with the 4A’s.
 
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.
 
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 ...
 
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.
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 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.
 
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 ...
 
CBS News business analyst and Certified Financial Planner Jill Schlesinger takes the mystery out of your financial life. Jill helps guide you through whatever money decisions you're trying to make. Finally, a money podcast that isn't scary or boring, it's useful, and dare we say, fun. New episodes available Tuesday and Thursday mornings. Have a question? Email us at askjill at jillonmoney dot com.
 
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The Wedding Planner Podcast

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The Wedding Planner Podcast

Laurie Hartwell & Krisy Thomas - Certified Wedding Planner Society

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Join Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the Certified Wedding Planner Society (formerly The Bridal Society), where they discuss the real lives of wedding planners, dispense business tips, and share ways you can elevate yourself and your career in wedding planning. Visit the CWP Society website for more information: www.certifiedweddingplannersociety.com
 
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 ...
 
The Talent Planner Show is for growth-minded small-to-medium-sized business leaders who want to solve the #1 issues limiting the growth of their organization – people issues. We discuss how you can solve the consistent people issues facing your organization through interviews with leaders winning the battle for talent, processes, and tools for you to proactively solve your people issues. If you want to solve your people issues and accelerate growth, you're in the right place.
 
Residential property is the only asset class we live in, it is where we raise our family’s, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are overloaded with information and one size fits all recommendations from the media, well-meaning friend ...
 
The Planners on Purpose podcast is created for ambitious and driven event planners that are looking to scale their productivity, get valuable time back in their day, and focus on their personal goals and aspirations. If you want to stress less to live more, Naomi will take you on a journey of self-discovery. She will help you to uncover your hidden strengths as a leader, become more productive, so you can live the life you desire while balancing your commitments.
 
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The Retirement and IRA Show

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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
 
If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
 
Certified Financial Planner and money whisperer, Barbara Ginty, helps her guests through all their financial stresses and goals, giving out constructive feedback, advice, and let's face it, a little therapy too. If you're unsure about finance and savings, tune in and learn how you can work towards becoming a financial rockstar, which is all Barb wants. And probably your parents, too.
 
The Happy Productive Podcast is your go-to resource for learning how to bring awareness into your productivity, goals, and time management practices so you can set yourself up each day for as much love, happiness, and joy as you can handle. In this podcast you'll hear directly from Whole Life Business Coach and founder of Best Planner Ever, Jennifer Dawn. Learn more at BestPlannerEver.com and JenniferDawnCoaching.com
 
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 ...
 
Astro-Prophetic Messages Biblical Divination Spiritual Teachings NEW BOOK 2nd Edition ANGEL 😇 LUNAR PLANNER ORDER NOW‼️https://amzn.to/3LJvk1X ★ Prayer (non denominational) https://bit.ly/2QH6kxP ★ CANDLES, OILS+ SPIRITUAL LEARNING TOOLS ONLINESTORE https://fd11-11ministries.org/store-2/ ★YouTube https://youtube.com/c/FD1111Ministries SUPPORT ★ Cash App https://cash.app/$FD1111MM ★ PayPal https://bit.ly/2sd20Nw ★ MAIL FD 11:11 Ministries PO Box 132 Newport News Va 23607
 
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 ...
 
Listen to the SHSMD Podcast - Rapid Insights: for Health Care Strategy Professionals in Planning, Business Development, Marketing, Communications and Public Relations. In each episode we cover health care marketing tips, suggestions and best practices for health care marketers.
 
We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
 
This personal finance podcast is for women, including female entrepreneurs to learn personal finance, money mindset & practical money management tips to be financially confident and build wealth. To get in control of money, to budget, gain financial confidence, learn how to invest, save money & manage money mindset and behaviours. Hosted by a multi- award winning qualified financial planner and financial coach.
 
A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
 
The Intrazone, a show about the Microsoft 365 intelligent intranet. This show takes you into the building blocks of your Microsoft 365 intranet. It's about how SharePoint, OneDrive, Teams, Yammer and more fit into your everyday work life – with the goal being to share and manage content, knowledge, and applications to empower teamwork throughout your organization. Hosted by the Microsoft 365 team, along with special guests and experts from both behind the scenes and out in the field, the sho ...
 
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/
 
Welcome to the Max Finance Podcast, where a certified financial planner and a personal finance geek discuss how to make intentional decisions that maximize your money and achieve your goals. Hosted by Loren Heiman and George Galat, CFP. We’d love to hear from you. Send feedback to feedback@maxfinance.com or email us directly at george@maxfinance.com and loren@maxfinance.com
 
An award winning wedding planning podcast hosted by expert planner-designer Kelly McWilliams. In each episode Kelly and her wedding professional co-host will help engaged couples navigate planning by weighing the pros and cons, "This vs That", of each decision they'll need to make from engagement to honeymoon and everything in between. Kelly is a 21 year veteran of the wedding industry and is a Martha Stewart Weddings Best in Class: The Top Wedding Planners and Event Designers. This vs That ...
 
Start loving Mondays! Courtney, Blake, and Verbs give you practical tips and proven strategies for increasing your focus so you can be more productive than ever before. Based on the proven Full Focus method used in the Full Focus Planner™ they'll help you banish distractions and get the right stuff done so you can start loving Mondays again. They also speak with guests and listeners who share their own productivity tips to help you make the most of every day. It's the most productive podcast ...
 
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show series
 
Welcome to the 100th episode of the New Planner Podcast! To celebrate this milestone, we thought we would flip things around a little bit and have Jesse Lineberry and Jayla Blakemore interview Caleb about his career and the birth of New Planner Recruiting. If you are thinking of entering the financial planning profession, this is an episode you def…
 
Welcome to The Hygge Planner Show. Big disclaimer: if you're into BS about Hygge like "it's a decor I set up between Halloween and Thanksgiving" or "it's a trend that Hollyood's worthy" or "I saw it on Pinterest so I have an excuse to buy $$$$ blankets", please save yourself some time and energy. This episode will make you crazy. If you have no ide…
 
This week, Meg and Myra discuss GoWild 2023, Cultivate What Matters Powersheets reveal, Goosby Twins Planner, 2023 planner line up, Anonymous Question Box on IG, Harry Potter update, Queen Elizabeth death, and Fall this or that! Want to join in on our next live show? Head over to our Patreon to view the tiers that is best for you and join today! JO…
 
This week Charlie is joined by Tom Jaffrey from Blackfinch Group, investment specialists working towards a more sustainable world. Founded on evolutionary principles, Blackfinch work to provide the strongest possible solutions for their customers offering products and services for investors in almost any situation. Today Tom talks about how Blackfi…
 
This is the second part picking up from our last episode with Sean Gillespie of Redeployment Wealth Strategies so if you haven’t listened to that episode first, stop and go ahead to do that first. For everyone else, I love hearing Sean’s passion in this episode as he and Paul Allen decided to join forces, the evolution and growth in both clients an…
 
There is still so much time for a strong finish to the year! Here are 5 things you need to do to declutter your To Do list now to achieve your 2022 goals! Send me a DM on Instagram and let me know if this helped you? https://instagram.com/paperplannerclub/ Ready to swap procrastination for productivity? Join me in Create + Co-Work Club now! https:/…
 
In this episode, we’re getting lucky! Despite it being mentioned in only 2% of management books and theories, luck can play a big role in your work and it’s within your powers to make it happen. Sure, you can stumble into luck, but wouldn’t’you rather create your own chances that get you where you want to go? To find out how, join Andy Nairn, Campa…
 
Norm and Norma consider doing fix and flips and then investing that money in rental properties. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0023/ Or, check out all of Norm and Norma's episodes: https:/…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, Dame and Pete discuss how fickle we can be when it comes to urgency, and how our inaction is what drives regret. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your personal finances a…
 
For a long time, companies believed that only large and multinational companies needed a solution for centralized financial management. However, this perspective has shifted now that many SaaS companies offer feature-rich on-premise or on-cloud financial planning software. In this audio article, we’ll look into some reasons why small and medium-siz…
 
Some people simply aren’t suited for PSLF, and that’s okay. Student loan repayment is all about making decisions that are right for you and your family, and that’s what we’re talking about today. Join Senior Student Loan Advisor Lauryn Williams, CFP®, CSLP®, as she sits down with Miranda, a physical therapist and real, life student loan borrower wh…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Rate of decline speeds up in most capitals Over the month of August, the rate of decline has increased, while in a surprise move, Melbourne…
 
It’s one of our favorite weeks of the year: Launch Week! 🎉 As beautiful as our Simplified Planners and products are, we get that you may be wondering: Why use a paper planner in a digital world? We’re glad you asked! Emily put on her research cap to find out—and what she discovered will absolutely floor you. Today Emily’s sharing four ways that pap…
 
One of the most common questions we hear is: "How do I integrate the planner with my project management system?". We all know the value of using the Full Focus Planner to not just stay organized, but to help us conceive and achieve our goals. What happens when you want to take the insights from the planner and use it with Asana, Trello, ClickUp, or…
 
What do you think? Is the planner community dead? Recently we did a survey asking a variety of questions about how folks feel about many aspects of the community. We asked about how folks are shopping, connecting, and even what is missing. As we bring season 5 to a close this conversation gave us plenty to ponder on, and lots to consider heading in…
 
// EPISODE DESCRIPTION // Accountability and productivity. What if you could improve those two things for your team by following a simple process? Now you can with the 7-Step Talent Planning Process. The Talent Planning Process creates a proactive operating system for small-to-medium-sized businesses, enabling more significant growth and retention.…
 
Today's interview feature is with special guest Jordan Kentris. Jordan is the owner of A Good Day, a boutique design firm, born to serve planners and their eclectic tastes and styles within events. Jordan has also been recognized as the Most Innovative People in 2020 for his creative, holistic approach to virtual events. In this episode, we talk ab…
 
So, Urban and I took a bit of a break. Good news is, we hit record, talked about it, and then I didn’t delete the audio this time. Due to the massive amount of Rabbit Trails though, this episode is sans Show Notes. Urban and I both agreed it was for the best. Oh yeah, if you want to support the show and maybe even the YouTube channel, consider beco…
 
Although mentorship took a pause for many professionals during the pandemic, now is a great time to revisit this essential relationship. Challenges created by marketplace disruption and remote work, and career disconnection and anxiety, are common issues plaguing marketers. In this session, a healthcare marketing executive and a marketing manager i…
 
Wedding Planners have very difficult jobs - so it only makes sense to try to make the job easier by creating automations. The problem is, 75% of planners are making a big mistake by turning their business into one big automation and throwing all the personalization out the window. Listen to this episode to learn ways that you can provide your clien…
 
You and your fiance know that you need help on your wedding day and you've decided you do not want your family or friends to have to work at your wedding. They are there to see you get married and you want them to enjoy your celebration . Not all, but most wedding planning companies offer several types of services including day-of coordination (som…
 
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