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Challenge the Standard in Financial Advice

Nathan Fradley and Jordan Vaka

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Welcome to the Challenge the Standard podcast - a podcast for financial advisers, by financial advisers. Your hosts, Nathan Fradley and Jordan Vaka, will examine the biases, fixed thinking and status quo in advice. In every episode, we'll dive deep into the world of financial advice, questioning the norms, sparking new ideas and exploring how we could do things better. Our goal is to elevate our professional practices and 'uphold and promote the standards of our profession. So, whether you'r ...
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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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The Best 5 Minute Financial Advice

Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian

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Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
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Whether it's conversations with other business owners or a deep dive into specific financial planning topics, you can count on Not Financial Advice with Austin Preece to provide an insightful and entertaining look into the world of personal finance and entrepreneurship. Austin Preece, CFP®, EA owns Wealth Planning Advisors LLC, a Registered Investment Advisor serving clients under the DBA of Preece Financial Planning and Preece Accounting Services LLC. Podcast is for educational purposes onl ...
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Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
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Financial Advice in Cardiff

Inheritance Tax Planning

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Harry Robinson offers comprehensive financial planning services tailored to your unique needs. With years of experience in the industry, Harry understands the complexities of personal and business finance, providing expert guidance on investments, retirement planning, and wealth management. Whether you’re seeking to optimise your savings, navigate tax implications, or build a robust investment portfolio, Harry’s personalised approach ensures you receive the best strategies for your financial ...
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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

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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 ...
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Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
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Independent Financial Advice - Words of Wisdom and Guidance

Interface Financial Planning & Alan Moran

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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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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:[email protected]/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Money CHIC: Financial Wisdom and Advice for Single Women

Shari Rash, Money Expert and Personal Finance Advice for Women

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Think money talk is just for dudes in suits? Not on Money CHIC! Hosted by Shari Rash—a money expert and the person all her friends call for advice—this podcast delivers real, no-nonsense money conversations that feel like hanging out with your best girlfriend. Except this time, we’re talking finances. Whether it’s saving, investing, or turning financial dreams into reality, Money CHIC is here to help you ditch the jargon, take control of your future, and build unapologetic wealth… all while ...
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3219: Michelle Schroeder-Gardner shares empowering strategies to help you redefine and pursue your version of financial success, whether that means eliminating debt, reducing money stress, or b…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3217: Chris from Keep Thrifty explores how our emotional relationship with money evolves through three distinct phases: stress, excitement, and indifference. By shifting your mindset from scarc…
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Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you’ve ever wondered whether it’s the right fit for your stage of business—or how it can actua…
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An alternative title for this episode was CSLR 2: The Rage Cometh, because it is getting messed up. And one of the journalists really working the beat on this topic is Keith Ford of ifa.com.au, who was good enough to come on and talk us through the latest updates on this rolling snowball of an issue. From the various product failures potentially ad…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3218: Leo Babauta explores how simple tea rituals can become grounding daily anchors that cultivate mindfulness and calm. By infusing intentionality into small acts like preparing and drinking …
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3216: Mr. Finer shares a refreshingly simple, mistake-proof roadmap to investing, starting with overlooked essentials like emergency funds, debt repayment, and free money from employers and gov…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3215: James Altucher reveals how losing everything, multiple times, taught him that wealth isn't about money, but about habits that support your physical, emotional, mental, and spiritual healt…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3214: Wanderer challenges the conventional wisdom of using debt to invest, especially when buying a home. Drawing on lessons from the 2008 financial crisis, he argues that paying cash for a mod…
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In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready. 🎯 Ryan shares how he carved out a unique niche working with nuclear power plant employees — and why going deep instead of wide helped him streamline his messaging, attract the right clients, and co…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3213: Emily Guy Birken breaks down the intimidating world of mutual fund prospectuses into manageable parts, empowering investors to make smarter, fee-conscious decisions. From understanding in…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3212: Robert Farrington tackles the widespread fear of losing everything in the stock market and explains why that scenario is incredibly rare with the right approach. Backed by historical data…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3211: Jacob Lund Fisker dismantles the traditional life script of debt-fueled consumption and lifelong employment, exposing how it traps individuals in a cycle of dependency. He proposes a radi…
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