Financial Advisory Podcasts

1
SOA Podcasts - Society of Actuaries

Society of Actuaries (SOA)

2h ago2h ago

Weekly

This is the official podcast feed of the Society of Actuaries

Rule Breaker Investing

1
Rule Breaker Investing

The Motley Fool

1d ago1d ago

Financial Advisor Success

Weekly

David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.

1
Financial Advisor Success

Michael Kitces

5d ago5d ago

Kitces and Carl - Real Talk for Real Financial Advisors

Weekly

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...

1
Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

1h ago1h ago

Monthly+

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.

Radio Advisory

1
Radio Advisory

Advisory Board

2d ago2d ago

Weekly

Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Host and seasoned researcher Rachel (Rae) Woods talks with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com

UPTHINKING FINANCE

1
UPTHINKING FINANCE

Emerson Fersch

5d ago5d ago

Talk Money with Jim Shoemaker

Monthly+

A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

1
Talk Money with Jim Shoemaker

Shoemaker Financial

13h ago13h ago

Weekly

Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138

The Spend Life Well Show

1
The Spend Life Well Show

ClearVista Financial

6h ago6h ago

Weekly

ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.

REXSOLOM INVEST

1
REXSOLOM INVEST

Dawn Ridler and Cobie Legrange

24h ago24h ago

Everything Financial Radio

Weekly

INVESTMENT AND FINANCIAL ADVICE PODCASTS FOR SOUTH AFRICAN AND INTERNATIONAL INVESTORS. Cobie LeGrange and Dawn Ridler from Rexsolom Invest discuss macroeconomic and financial advisory trends specifically (but not exclusively) for South African audiences.

1
Everything Financial Radio

Dennis Tubbergen

1d ago1d ago

Weekly

DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...

The Stewardology Podcast

1
The Stewardology Podcast

The Stewardology Podcast

6d ago6d ago

Weekly

Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com

ThinkLeader's Podcast

1
ThinkLeader's Podcast

James DeAngelis

17d ago2w ago

Money Chic: Financial Education with Shari Rash

Monthly

Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

1
Money Chic: Financial Education with Shari Rash

Shari Rash

13d ago1w ago

Monthly

Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory. Financial plannin ...

Winning in Retirement

1
Winning in Retirement

Akers Financial Group

8d ago1w ago

Monthly+

Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...

CFPs that Stack

1
CFPs that Stack

Isaiah Douglass & Trent Dudenhoeffer

13d ago1w ago

Monthly

Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.

Financially Fit Radio

1
Financially Fit Radio

Cory Sickles

1d ago1d ago

Weekly

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

1
New Retirement Radio with Dennis Prout Podcast

Dennis Prout and Shea Petaja

10h ago10h ago

Weekly+

The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...

Don Sowa's MoneyTalk

1
Don Sowa's MoneyTalk

Cumulus Providence

5d ago5d ago

Weekly+

Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...

Jones Financial Talk

1
Jones Financial Talk

Nick Jones

1d ago1d ago

Monthly+

Masters of Finance

1
Masters of Finance

Guild Financial Advisory

2M ago6w ago

Monthly

Masters of Finance, a Guild podcast hosted by John Bridges. John will be joined by a special guest, interviewing company executives, fund managers and prominent individuals, providing an insight into businesses and the London Financial Markets.

Wealth Experience

1
Wealth Experience

Alman Partners Pty Ltd

4h ago4h ago

Monthly+

Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.

Dolphin Financial Radio

1
Dolphin Financial Radio

Dan Wendol

3d ago3d ago

The Authentic Advisory Podcast

Weekly

1
The Authentic Advisory Podcast

Benjamin Ong

6h ago6h ago

Monthly+

Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful

Crucible Moments

1
Crucible Moments

Sequoia Capital

2d ago2d ago

Monthly+

A podcast about the inflection points that shaped some of the most important companies of our time. Crucible moments are pivotal decisions that determine your trajectory. Hear from founders like Jack Dorsey of Block, Jensen Huang of Nvidia, and Anne Wojcicki of 23andMe about how they navigated the challenges and opportunities that defined their stories. Hosted by Roelof Botha of Sequoia Capital. The content of this podcast does not constitute investment advice, an offer to provide investment ...

Pension Attention

1
Pension Attention

Brad Barrett

5d ago5d ago

Monthly+

Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $2B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...

The Money Knight

1
The Money Knight

Wade Chessman

18d ago2w ago

Monthly+

Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...

Financial Focus Podcast

1
Financial Focus Podcast

John Kuykendall

6h ago6h ago

Weekly

John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...

Power Up Wealth

1
Power Up Wealth

Smedley Financial

11d ago1w ago

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Monthly+

Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...

1
Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

13d ago1w ago

Monthly

This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...

Ready-Aim-Retire

1
Ready-Aim-Retire

Rob Kirvan

1M ago4w ago

Monthly

Cognitive Dissidents

1
Cognitive Dissidents

Cognitive Investments

31m ago31m ago

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement

Weekly+

The Cognitive Dissidents podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Hosted by Jacob Shapiro (and occasionally Rob Larity). Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective c ...

1
The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement

Josh Jalinski

5h ago5h ago

Widow, Wisdom & Wealth with Donna Kendrick

Weekly+

Protect your money from higher taxes and market risk by learning about retirement, financial, and estate planning. Whether you are planning to retire or already retired, this show will help you create a playbook for financial security. Host Josh Jalinski has been named one of Forbes "Best-In-State Wealth Advisors 2023", and one of Forbes "America's Top Financial Security Professionals 2023". Josh is the founder and CEO of the Jalinski Advisory Group, which teaches clients how to safeguard we ...

1
Widow, Wisdom & Wealth with Donna Kendrick

Donna Kendrick

13d ago1w ago

Monthly+

Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels unclear or ...

Advisor Success Series

1
Advisor Success Series

3D/L Financial Group

16d ago2w ago

Monthly

Hosted by 3D/L Capital Management, LLC. we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovativ ...

Weekly Market Impact

1
Weekly Market Impact

Osaic

4d ago4d ago

Weekly

A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc ...

Make Your Money Matter

1
Make Your Money Matter

Brad Barrett

2d ago2d ago

Taking Care of Business Podcast

Monthly+

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Adviso ...

1
Taking Care of Business Podcast

The Journeys Group

5h ago5h ago

Oodles of Financial Advice

Weekly

Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financ ...

1
Oodles of Financial Advice

Jeremy Udell

3d ago3d ago

The Financially Sharp (F Sharp) Podcast

Monthly+

What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:Jeremy@wealthenjoyment.com/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...

1
The Financially Sharp (F Sharp) Podcast

The F Sharp Podcast

2d ago2d ago

Financial Secrets Revealed

Monthly+

Welcome to the F Sharp Podcast Presented by Harmoney Wealth PLLC - a podcast geared to educate you on all things financial. Co-hosts Tanner Bortnem and Adam Henning discuss various financial topics presented in a consumable and entertaining manner. Tanner is a Certified Financial Planner, JD and financial expert, while Adam is a marketing professional and small business owner. This podcast is for informational and entertainment purposes only, and should not be relied upon as a basis for inve ...

1
Financial Secrets Revealed

Amanda Cassar

6d ago6d ago

Monthly

The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacie ...

1
ETF Prime

ETF Prime

1d ago1d ago

The Asia Climate Finance Podcast

Weekly+

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek

1
The Asia Climate Finance Podcast

Joseph Jacobelli

10d ago1w ago

Monthly

Each episode examines business, finance, and investment trends related to sustainability and decarbonisation in the Asia Pacific region. The knowledge-sharing episodes aim at accelerating the energy transition and promote discussion on clean and green energy as well as climate, environmental, or sustainable finance. The podcast series is a not-for-profit educational project hosted by leading Asia energy markets expert Joseph Jacobelli.

The Independent Advisors

1
The Independent Advisors

Mark McEvily

4d ago4d ago

Retire With Freedom: Featuring Tad Hill & Toni Hill of Freedom Financial Group

Weekly

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...

1
Retire With Freedom: Featuring Tad Hill & Toni Hill of Freedom Financial Group

Tad Hill

19h ago19h ago

Weekly

Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...

BullCast

1
BullCast

Bull Cast

3d ago3d ago

Financial Breakaway: Your Clear Path to Retirement

Weekly

Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format. // Powered by Pickler Wealth Advisors // 901.316.0160 | 1135 Halle Park Circle | Collierville, TN 38017 // Securities and advisory services offered through Commonwealth Financial Net ...

1
Financial Breakaway: Your Clear Path to Retirement

Ryan Hitchcock

1d ago1d ago

Monthly

The Financial Breakaway Podcast is your guide to breaking free from the confusion of the financial world and unlocking your path to a more confident retirement plan. Join me as I look to empower mid-career to retirement-aged individuals, just like you, through engaging conversations about what retirement means to you and then how to build a retirement plan that fits. While crucial topics like investing strategies, tax planning, withdrawal strategies, and social security will be discussed, I ...

Doll Capital Insights

1
Doll Capital Insights

Scott Doll

20d ago2w ago

Daily+

Scott Doll is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Advisory Services offered through Doll Capital Advisors, Inc. a registered investment advisor and separate entity from LPL Financial. The Opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.

Osaic Technology Podcast

1
Osaic Technology Podcast

Osaic

18d ago2w ago

Mind Your Money with Bradshaw Rogers Financial Partners

Monthly

Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...

1
Mind Your Money with Bradshaw Rogers Financial Partners

Trent Bradshaw

18d ago2w ago

The Authentic Advisory Podcast

Monthly

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. ...

show series

1
Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.2 – Dec’2 | EP 51 41:10

6h ago41:10

41:10

Today, we have Melvin Soh, co-founder of the X-Factor Method, where he coaches Asia’s top leaders, marketers and coaches. Some of these folks include top financial advisors and agency leaders as well. Personally, he himself went from dropping out of college, surviving on a $800 per month income to building an 8 figure coaching and consulting compan…

Financial Advisor Success

1
Ep 361: Scaling A $2.4B Advisory Enterprise With Debt-Financed Acquisitions Into High-Productivity Pods, With Peter Tiboris 1:28:22

1d ago1:28:22

1:28:22

Peter Tiboris is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based out of New York City that oversees $2.4 billion in assets under management for over 1,300 households. Peter and his business partner have distinctively grown their firm within the Northwestern Mutual ecosystem through organic expansion and …

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement

1
Health Section: The Inflation Reduction Act: What Should Actuaries Know? 21:19

2h ago21:19

21:19

In this podcast, Jackie Lee interviews Milliman Principal Gabriela Dieguez on the highlights of the Inflation Reduction Act and how it is shaping Medicare Part D, the largest prescription drug program in the world.

The Spend Life Well Show

1
6 REASONS FOR GIVING | What the Bible says about Giving 17:32

6h ago17:32

17:32

The holidays are marked by giving...we love giving great gifts. However, extending our generosity beyond gift-giving can profoundly impact our world. In this episode, Mark and Jesse, discuss the book "Leverage” and share six biblical reasons for giving. OTHER RESOURCES YOU MAY FIND HANDY: 📚“Leverage: Using Temporal Wealth for Eternal Gain” by Kenne…

Wealth Experience

1
Lending: First Home Buyers with Karen Hall 51:43

1h ago51:43

51:43

Karen Hall, award-winning mortgage broker and owner of Action Finance joins Kelsey & Teneale for an insightful interview, in the latest episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 – 𝐋𝐞𝐧𝐝𝐢𝐧𝐠: 𝐅𝐢𝐫𝐬𝐭 𝐇𝐨𝐦𝐞 𝐁𝐮𝐲𝐞𝐫𝐬. Covering First Home Buyers offerings, repayments, deposits, and the benefits of having a mortgage broker in your corner, Karen simplifies the daunting proc…

1
Exposing Social Security's Dark Reality with Dr. Laurence Kotlikoff 1:20:17

2h ago1:20:17

1:20:17

In this episode, Josh welcomes to the show Dr. Laurence Kotlikoff, a renowned Professor of Economics at Boston University and a New York Times best-selling author. They dive into the critical issues plaguing the Social Security system, focusing on the financial abuse and scams targeting vulnerable groups like disabled individuals, divorced spouses,…

1
Episode 346 - Getting Ever Closer to 2024! 44:04

5h ago44:04

44:04

As we near the end of 2023, which is only about seven weeks out (can you believe it!?), it’s time to focus on end-of-the-year financial planning strategies as well as what’s in store for 2024. On this week’s show, we’ll discuss Ed Slott’s most recent newsletter, and questions to Ed from financial advisors at his most recent Successful IRA workshop.…

1
Episode 345 - Economic Realities of Our World 44:36

5h ago44:36

44:36

Look out! Here comes the economy! So much to talk about and so little time should be the theme for this week’s show as we dive into what the major money management and economic firms are saying. You may ask, “What does this mean for me?” We’ll talk about how the markets are doing; how you can play offense in a very defense-oriented environment; and…

Everything Financial Radio

1
Episode 344 - All About Social Security 46:13

5h ago46:13

46:13

Social Security! Just when you thought you could do without it, here comes the check in the mail! (Just kidding, of course.) Last year at this time, we had Bob Simpson, Manager of our local Social Security office, on the show to speak about Social Security and the COLA (cost-of-living adjustment) that was announced. On today's show, Bob will talk a…

1
2023-12-03 Retirement Lifestyle Advocates Radio w/ Karl Denninger 43:57

1d ago43:57

43:57

The yield curve has been inverted for over a year, which is unusual and suggests a recession is likely on the horizon. Our guest this week, Karl Denninger, discusses with your host, Dennis Tubbergen, the inverted yield curve and its implications for the economy, along with other economic indicators, such as retail sales and housing sales, which sug…

REXSOLOM INVEST

1
Rexsolom Invest Week 48 2023 Podcast 20:14

6h ago20:14

20:14

This week we look back on 2023, and see what lessons we learned as investors. This podcast is based on the newsletter we put out every Monday morning, you can get on the database at www.rexsolom.co.zaBy Dawn Ridler and Cobie Legrange

Financially Fit Radio

1
Filling Your Income Gap During Retirement

3h ago

—

When planning for retirement you need to be aware of the income gap that is left after social security. We talk about strategies you can use to help make sure you are able to fill that gap and make your money last throughout your retirement.By Cory Sickles

Jones Financial Talk

1
Charitable Giving

1h ago

—

In this episode we talk about the importance of charitable giving and the tax benefits of Qualified Charitable Distributions from an IRA.By Nick Jones

Financial Focus Podcast

1
2 Most Determining Factors For A Successful Retirement 14:24

6h ago14:24

14:24

You have always first and foremost had an income plan. When you set your alarm so that you get up to show up for work, put in your time and sweat equity to perform your tasks, and trade that time for money, that is your income plan. You plan to repeat that routine overtime to earn a living, manage your bills, and to support your ability to save for…

Talk Money with Jim Shoemaker

1
“Possible Tax Changes for 2026”, “Reasons You May Go Broke in Retirement and How to Avoid Them”, and “Answers to your Questions." 45:41

13h ago45:41

45:41

Talk Money with Jim Shoemaker Join Jim Shoemaker, Channing Schmidt, and Scott Jordan as they uncover “Possible Tax Changes for 2026”. Michael Powell will reveal “Reasons You May Go Broke in Retirement and How to Avoid Them”. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory…

Financial Breakaway: Your Clear Path to Retirement

1
Social Security Essentials: 3 Must-Know Topics for Effective Retirement Planning 17:33

6h ago17:33

17:33

Join me on this episode of the Financial Breakaway Podcast as we dive deep into "Social Security Essentials: 3 Must-Know Topics for Effective Retirement Planning." As you near retirement, it's crucial to understand the intricacies of Social Security and how it fits into your overall financial plan. I'll guide you through the complexities and strate…

1
Actuary of the Future: Launching Your Actuarial Career: Jennifer Lang 36:04

27m ago36:04

36:04

Join Jennifer Lang, FIAA and Chris Smith, ASA for a great discussion on this latest episode of the Actuary of the Future section’s podcast for aspiring actuaries. Topics include actuaries’ intersection with the field of data science, our role in helping manage the response to the COVID-19 pandemic, and - of course - tips and tools for early-career …

1
Emerging Topics Community: Minimum Viable Product (MVP) in Insurance Product Development 35:50

1h ago35:50

35:50

Discover the role that a Minimum Viable Product (MVP) has in insurance product development in our two-part podcast series. Experts Joe Alaimo and Chris Siudzinski explore how MVP and agile software development can innovate insurance solutions.

Taking Care of Business Podcast

1
Marketing and Distribution Section: Minimum Viable Product (MVP) in Insurance Product Development 35:50

1h ago35:50

35:50

Cognitive Dissidents

1
Okay But... What IS Geopolitics? 52:30

31m ago52:30

52:30

Today we have a classic Perch Pod episode with Phil Kelly. Phil’s a Professor at Emporia State University. He is the author of Classical Geopolitics which is one of the five books Jacob has assigned almost every geopolitical analyst he has ever trained. He and Jacob talk about the definition and intention of Geopolitics and delve into the Geopoliti…

Dolphin Financial Radio

1
Retiring in 5 Years or Less

6h ago

—

Planning on retiring soon? In this show we discuss the key decisions and actions someone must take if they are planning to retire within the next five years. If you want to retire successfully, you should start planning now by listening to this show.By Dan Wendol

The Independent Advisors

1
The Independent Advisors Episode 228: Benefits of Hindsight 42:15

3h ago42:15

42:15

Show Notes: Tweet from Nancy Pelosi Stock Tracker - https://twitter.com/pelositracker_/status/1725326755194384613? NVDA Earnings Report – Tweet from Brad Freeman - https://twitter.com/StockMarketNerd/status/1727079175209812089 Morgan Housel referencing Peter Lazaroff - https://peterlazaroff.com/ep-125-why-recessions-are-so-hard-to-predict-with-morg…

BullCast

1
Episode 182: DoorDash Dilemma 36:42

2h ago36:42

36:42

On this week's episode, we delve into the world of food delivery apps. If you’ve had food delivered to you recently, chances are you used DoorDash, GrubHub, or UberEats. These apps make ordering food much easier, but is the high price worth it? Katie, our resident DoorDash aficionado, shares her insights on whether these services justify their cost…

1
TCB- Investment Stratgies 26:59

15h ago26:59

26:59

Join in on this episode to hear Tommy and George discuss the two investment strategies for investing in the stock market. While the stock market has not been for the faint hearted lately, understanding these two investment strategies will help you navigate the ins and outs of the stock market. Tune in now to hear more!…

Kitces and Carl - Real Talk for Real Financial Advisors

1
Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126 33:43

1h ago33:43

33:43

In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees. For full show notes, see kitces.com and thesocietyofadvice.com.

Retire With Freedom: Featuring Tad Hill & Toni Hill of Freedom Financial Group

1
Overcoming Broken Beginnings: A Look at Grace House Ministries 13:06

8h ago13:06

13:06

Neither Freedom Financial Group nor AEWM are affiliated with Pamela Phipps or Grace House Ministries. If you work with our team or have been a listener for some time now, you might know that we are proud to be involved with several incredible charitable organizations in and around Birmingham. One of those organization is Grace House Ministries, a C…

Crucible Moments

1
Nvidia ft. Jensen Huang - An overnight success story 30 years in the making 38:53

2h ago38:53

38:53

CEO Jensen Huang tells the legendary story of Nvidia, from the company’s early days pioneering 3D graphics cards for a niche PC gaming market to powering the AI revolution as the sixth most valuable company in the world. Nvidia faced multiple near-death experiences along the way, and their so-called “diving catches,” as Jensen calls them, were some…

The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement

1
From the Archives: Robert Kiyosaki Returns: Advanced Lessons in Wealth, Education, and Real Estate 56:33

3h ago56:33

56:33

(PART 2) Original Air Date 10-7-17 In this episode, Josh welcomes back renowned financial expert Robert Kiyosaki (author of "Rich Dad Poor Dad") for a riveting part two discussion on The Financial Quarterback. Kiyosaki delves into the significance of building a team of experts and the educational benefits of his cashflow game in mastering financial…

Oodles of Financial Advice

1
Episode 34: Tip for the End of the Year. 21:48

11h ago21:48

21:48

The magical, ephemeral deadline approaches. It may seem arbitrary, but if you aren't aware of the ways the year switch from 2023 to 2024 can affect you, it's important to do the research, and take stock before the calendar clicks over. And if you'd like to hear why Jeremy is looking forward to Chanukah again, make sure to listen to the end!…

The Authentic Advisory Podcast

1
Breaking down the ACTUAL success principles for the financial advisory space (With Melvin Soh) Pt.1 - Nov’28 | EP 50 43:18

3h ago43:18

43:18

Rule Breaker Investing

1
November 2023 Mailbag: Pet Peeves and Self Indulgence, Plus 5 Stocks That Will Press On 1:26:25

19m ago1:26:25

1:26:25

Can November really be over already? It's that time again Fools, and you've packed the mailbag full this time. From silly to serious, softballs and hardballs, we're here to answer your questions. Plus, it's time for a final review of 5 Stocks that will Press On (10:59). Will the 5-stock sampler make it to Foolhalla in one piece? Stocks Discussed: Z…

Don Sowa's MoneyTalk

1
Sequence of Returns Risk 41:30

3h ago41:30

41:30

As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also on MoneyTalk, be…

1
Young Professional Advisory Council: Being an Actuary in Latin America - Part One 23:34

1h ago23:34

23:34

Join Roberto Gomez, ASA, and Kiu Yuen, FSA, as they explore the Actuarial world within Latin America with their expert panel within a two part episode. This discussion promises a rich conversation covering topics like the journey of becoming an actuary, the role of SOA in Latin America, and the myriad career paths that actuaries can embark upon. Wh…

Pension Attention

1
Discover The Purpose Of Your Money 21:50

6h ago21:50

21:50

It is easy to get caught up with current events going on around the world and even what is going on in the markets. With information at our fingertips, distractions are an every day occurrence… the same goes with our money. Today, Brad’s challenges us to think about and discover the purpose of our money as it relates to our investments, retirement …

Make Your Money Matter

1
Discover The Purpose Of Your Money 21:55

7h ago21:55

21:55

1
VettaFi’s Tom Lydon: Alternative ETFs in Focus 21:08

18h ago21:08

21:08

Tom Lydon, Vice Chairman of VettaFi, offers perspective on using alternative ETFs in a portfolio.By ETF Prime

1
Madison’s Patrick Ryan Discusses Firm’s ETF Entrance 10:49

18h ago10:49

10:49

Patrick Ryan, President of Mutual Funds & ETFs at Madison Investments, discusses the firm’s recent ETF entrance and explains the rise of active ETFs.By ETF Prime

Financial Secrets Revealed

1
Cerulli’s Daniil Shapiro on ETF Industry’s Biggest Trends 21:02

18h ago21:02

21:02

Daniil Shapiro, Director at Cerulli Associates, highlights several of the industry’s biggest trends including the rise of active ETFs and the proliferation of bond ETFs.By ETF Prime

Don Sowa's MoneyTalk

1
Top Turkeys of 2023 42:26

19h ago42:26

42:26

Each year around this time, we like to look back on the infamous characters, institutions and asset classes that dominated headlines for their unscrupulous actions, serious blunders, and painful losses. Today on MoneyTalk, Donna and Nathan continue our Thanksgiving tradition, covering the top turkeys of 2023. Also, our hosts address a listener ques…

1
FSR Season 3 - Josh Ziegelbaum 23:23

19h ago23:23

23:23

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets Josh Zeigelbaum, Director of Investor Relations for the Legacy Group (a Private Equity Company) based in Fort Lauderdale, Florida. We will discuss their flagship investment, Green Coffee Co. and how it fits into the ESG (Environmental,…