show episodes
 
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.
 
The 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 ...
 
You’ve created a powerful financial asset with the Perpetual Wealth Strategy and have a sound financial team behind you. Now what? CEO Patrick Donohoe dives deep into the foundational benefits, best practices, and elevated utilizations you should be exploring as you seek to maximize your strategy’s value. Get actionable insights from tenured Wealth Strategists, and hear powerful success stories from fellow clients embarking on the same financial path. Whether you’re an active client or simpl ...
 
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/
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
 
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
 
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The Land of Possibilities

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The Land of Possibilities

Joel and Colton McGriff at The McGriff Alliance

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Monthly
 
What matters most to you? We often hear it’s about family, faith and providing for future generations. This father and son podcast reminds you of the evening stories you hear while sitting back in a rocking chair on the front porch. The conversations are beyond talk of the stock market and more about the legacy you want to create. Truly, it’s a new perspective on how to see and enjoy this incredible land of possibilities in front of you.
 
My name is Scot Landborg – I’m here to help you Retire with your Eyes Wide Open. That means having the information you need and the clarity you deserve. It means understanding and interpreting the world as it changes. It means knowing about investments, taxes, social security, and estate planning and how they are all connected. And probably most important – it’s about living your best retirement life. The good life! Send us a listener question or schedule a consultation for more personalized ...
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
Survive and thrive in today's economy! With over 1,100 episodes in this Monday - Friday podcast, business and investment guru Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), Will ...
 
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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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Weekly
 
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 ...
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
FinMar Today brings together those looking to succeed within the financial realm for firms, clients, agencies and anyone looking to leverage longstanding marketing techniques. FinMar Today looks to focus on community sourced questions so the discussions can be what you submit and you want addressed.
 
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.
 
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show series
 
Today Jason takes a deep dive into "Market Statistics," based on information from our friends at Altos Research. There will also be an upcoming episode next week with Mike Simonsen, founder of Altos Research wherein Jason discusses more about today's topic. You can also view the video at Jason's YouTube channel. Key Takeaways: [1:45] Market statist…
 
Today Jason talks about an old ad he did before- "Turn your castle into a kingdom" and how it relates to the APPRAISAL PRINCIPLE of "using your equity to its highest and best use." We also have an amazing client case study with David and Gina Nelson, how doing their homework, putting on the proper mindset and "pulling the trigger" led to an impress…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein. Bethany is the CEO of The Power Practice and she joins the show today to talk to us about how she’s handled an all-too-common question, challenge, and (perceived) hurdle that many practice owners will eventually face: how do you most efficiently transfer an ex…
 
Today's Flash Back Friday is from episode 1077 first published on Oct 31, 2018. Jason Hartman takes today's intro to discuss an interesting development with India's Central Bank that has some pertinence to what's going on today between President Trump and the US Federal Reserve, as well as examining why business owners and landlords are two of the …
 
In continuation of the book review, Colton and Joel talk about for them what is the most important part of the book Becoming Your Own Banker and how it connects to society today. They talked about fractional reserve banking and how bankers are making speculative investments. Colton and Joel also discussed R. Nelson’s concept of cogeneration and how…
 
We all know that giving can make us feel good, be part of a community, and help those in need. There are education charities, food banks, arts nonprofits and much more. Why and how much you give is a personal matter. However, there are many tax advantages and benefits to giving. On this episode and the next episode we will be going in-depth on 5 ta…
 
When planning for financial independence, you still need to plan for things other than finances, like what you will do with your free time. We’re talking about the life side of retirement today. What are you doing with your time and your energy? Grab a pen and paper and answer these questions for yourself. Read more and get additional information: …
 
Today, Jason defines luck as simply preparedness meeting opportunity, as Earl Nightingale puts it. He also talks about his experience with socio-economic classes, the great wealth transfer via the Cantillon effect and the CPI for billionaires. He also encourages you to visit JasonHartman.com/Protect and learn how you can protect your assets. He als…
 
Today Jason talks about the debt-based asset class, how we should never have the FOMO- fear of missing out when investing in real estate, how to ride the economic storms! He also shares his speech at an Investment Fund Conference in Utah about inflation, government intrusion and censorship, and why you should use his inflation induced debt destruct…
 
With a little over a month before the end of the year, there’s still time to proactively plan your finances both personally and as a practice owner. In this episode we’ll highlight 3 strategies to consider and 3 strategies to avoid between now and year-end. As a reminder, you can get all the information discussed in today’s conversation by visiting…
 
Today is a special episode because it is both a Flash Back Friday AND a 10th episode show. It is from episode 650, first published last March 24, 2016. For decades John Tesh has been entertaining people in all walks of life. He has excelled in live performances, sports announcing, news programs and now in radio on his Intelligence for Your Life TV …
 
This is a continuation of the conversation on investing styles from the previous episode (How Do You Invest?). In this second part, Bill and Anastasia cover several other concepts - sector funds, dollar cost averaging, margin of safety. And investing styles including momentum and contrarian investing. They discuss the importance of where you get yo…
 
On this episode Jake and Kirk discuss some of the espoused causes of the recent supply chain meltdown and how it will affect your life. Kirk also poses a potentially unexplored reason for the meltdown. https://www.linkedin.com/pulse/kinks-global-supply-chain-from-j-i-t-j-i-c-edward-yardeni/?trk=eml-email_series_follow_newsletter_01-hero-1-title_lin…
 
Diana Zhang is the CEO and Co-Founder of NeighborShare a rapidly growing direct giving platform that empowers communities to support families within their own communities in critical moments of need. Diana left a successful career in finance to pursue NeighborShare and has used venture philanthropy to run her charity, a model that is similar to how…
 
Happy thanksgiving! We may have a bunch of problems in our country but we can still be grateful for not waking up in North Korea today! He also talks about lessons from the 1970's, the real rates of return, the giant gap in inflation reports and the big lie that "inflation is good for the poor." We also hear from Ashley about the history of Zimbabw…
 
In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the p…
 
We are opening up the mailbag today. George wants to know how much risk he should take with his investments and Robert wonders which Roth – 401k or IRA – is better? We’ll also discuss the best way to help your parents with their investments and whether it's smart to take Social Security early. Read more and get additional information: https://lifem…
 
Today we have a case study investor, Winston Templet. He is a member of both the Empowered Investor Inner Circle and The Collective Mastermind. He is a real estate investor with an amazing and very inspiring "rags to riches" story. He also has a unique way of calculating his ROI on his portfolio which he shares with us today. As Jason has taught be…
 
One of the benefits of being a practice owner is having the flexibility to control where the net income from your practice falls on your personal tax return. This translates into the question, “How much should I pay myself?” In today’s show, we revisit this conversation and talk through some of the different implications of paying yourself a high o…
 
Today's Flash Back Friday is from episode 622, originally released last January 18, 2016. This episode can be summed up by the popular saying “Everyone is a genius in a bull market”. Many financial hosts warn against taking on debt to build wealth. Jason clearly illustrates why we should be using fixed rate mortgage as a financing vehicle and outso…
 
Hear Paul Bassat, Co-Founder at Square Peg (ex-CEO of SEEK and AFL Commissioner), in our first ever live podcast, as he shares how he went from being a lawyer to setting up one of the most successful tech companies in Australia. Paul talks through his experience and global perspective on emerging technology, the future of customer experience and ea…
 
On the show we have discussed the growth in work from home but we have neglected to exam the harms this may cause for younger workers. As a new worker in the workforce, there are many unseen benefits to working in an office environment around co-workers. How can new workers navigate this new world and how can companies help them? *“Tax preparation,…
 
Cutting corners - we all occasionally do it in life. Whether we do this with our finances, exercising, etc., we’re all guilty of this sometimes. When you do this financially, it can really hurt you in the long term. Read more and get additional information: https://lifemoneyshow.com/podcast/ep-28-quit-cutting-corners-financially/732/ Check out our …
 
Continuing with where they left off the last episode, Colton and Joel talk about for them what is the most important part of the book Becoming Your Own Banker. Together, they state the reason why they are drawn not only to the book but also to the analogy that R. Nelson used. They also discuss why most financial conversations and misconceptions are…
 
In today’s episode, Jason talks about Inflation hitting a 31 year high, how rents are UP in the markets he recommends but FLAT in others! He also talks about the Phillips Curve, inflation and taxes and how it relates to real estate investing and that demand for single family rentals remain strong, and the Burns Single Family Rent Index. You can als…
 
Welcome to the Jungle! Reality always surpasses imagination and it's wild out there! Jason breaks down what is happening out there today in the jungle: Reason Magazine reports how developers in St. Paul Minnesota halt projects and the mayor demands reform after voters approve a radical rent control ballot initiative; if there's no exemption for new…
 
How well does your spouse or significant other understand the cash flow of your practice? How consistent are you in harvesting cash out of the business? Have you ever had trouble on the home front making financial decisions or commitments together because s/he didn’t understand with clarity and confidence how much and how consistent cash flow will …
 
Today's Flash Back Friday is from episode 268 first published on July 14, 2012. Jason Hartman's monologue covers a range of topics, including: Some thoughts on 3-D Printing and how it may mean fewer U.S. manufacturing jobs in the near term, Paul and Wohlers say the growing number of factories that likely will relocate to the U.S. should yield a net…
 
Americans got richer in the second quarter of 2021. How does this happen given a slowing economic growth? We discuss what a net worth is and what a household is. Why are these important for you in your planning? Jake breaks down different ways of evaluating your wealth. Jake and Kirk also discuss the federal debt and how this is related to househol…
 
Have you thought about giving back to make a positive impact on the lives of others? Are you wanting to be involved in a charitable way? Maybe you have the ability to give some of your time. Maybe it's financial resources. In today’s episode with Leslie Blake, Executive Director at Big Brothers Big Sisters, we discuss different ways you can volunte…
 
In this episode CEO John Nicola sits down with Senior Vice President of Advisory Services Vanessa Flockton to answer some of your biggest questions on taxation and the current minority Liberal government. They discuss a range of possible tax measures that could come out of the upcoming budget, how they think this new minority Liberal government wil…
 
Today Jason talks about the Zillow fiasco! But Redfin, Opendoors and Keller Williams has not gone unscathed. The arrogance of big tech has taken its toll. As Napoleon Bonaparte says "The most dangerous moment comes with victory." He also cites one of their investors with 150 properties making a profit, from appreciation alone- $500 PER HOUR. And if…
 
Today Jason gives us a recap of the The Collective's first Mastermind event in Scottsdale Arizona- raising capital, racing cars and fashion shows. Next event is in Florida. If you are interested, contact Jason at TheCollectiveMastermind.com. He also dissects the current construction worker shortage according to an article in RealTrends.com This epi…
 
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