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Every week Andy Lyster and Don Fox of Investors Group share their Financial Planning advice with you the listener. With over 60 years of combined experience Andy and Don have advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Andy and Don “It all starts with a comprehensive financial plan” and every week we share real life financial stories and solutions.
 
The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
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 ...
 
Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planni ...
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
Through our Monday Musings podcast, we hope to create a community where we can support and challenge each other through conversations, discussions and storytelling. We will be offering helpful advice and updates designed to help you with your financial planning.~More about us at Straight Talk Financial Planning...Yes, at Straight Talk Financial Planning we provide Financial planning specialising in Pensions, Investments, life assurance Wills and Powers of Attorney across the South Coast, but ...
 
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 ...
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
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 ...
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: paul.resnik@finametrica.com Twitter: @paulresnik
 
The way financial advice is done in Ireland is more than a bit broken, this is our little way of trying to make a positive difference - I hope it helps. Paddy Delaney QFA RPA APA. ##All episodes from 201 onwards are exclusively available to Tribe Members - join today at www.informeddecisions.ie/join## If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that ca ...
 
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 ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
 
A weekly podcast that discusses Benefits and Pension, Financial Planning, Human Resource Management, and HRIS and Payroll. Based in London, On, Selectpath takes a customized approach to help every client define their goals and overcome their roadblocks. We have been in business for over 20 years and have the expert team of advisors, specialized knowledge, and industry relationships to get you to your destination.
 
Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
 
Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
 
Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry. These podcasts will give you an introduction and graphic demonstrations of how this can be put into practice.
 
Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry. These podcasts will give you an introduction and graphic demonstrations of how this can be put into practice.
 
This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
Todd Tresidder from the FinancialMentor.com blog reveals unconventional wealth building advice and advanced investment strategy tips. Discover the next step in retirement planning and personal finance from a former professional hedge fund manager turned financial coach and author. If you are tired of the same old “buy, hold, and pray” and worn out frugality tips then this show is for you. Each episode teaches financial freedom for smart people by revealing what works, what doesn’t, and why. ...
 
The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way. CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians. The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
 
Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
McBeath Financial Focus is a monthly feature series, presented by Krista McBeath of McBeath Financial Group, a financial services company located in Bloomington Normal, IL. the Focus series highlights prominent local specialists focusing on a specific topic where financial services/retirement planning intersects with their field of expertise. We’ve chosen guests that are respected community members in their field that can offer solid advice, as well as entertain! Krista McBeath is the founde ...
 
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show series
 
In this weeks Monday Musings, David talks about opportunity for investment - Monday Musings 12/04/2021 - Straight Talk Financial Planning _________________ David and the team at Straight Talk Financial Planning believe is that communication is the most important part of the relationship that we have with our clients and we want to be as transparent…
 
On this episode Ashley discusses his time in Indianapolis watching Baylor's basketball team win the national title. He also discusses people who embody the four principles of stewardship.על ידי Ashley Hodge, Certified Financial Planner
 
Guest: Bob Keebler, CPA/PFS On March 29th the Senate’s Van Hollen and House’s Pascrell released proposals that would result in the realization of capital gains on the date property is transferred by gift, trust, or death. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, gets you up to speed on the latest, including: What the proposals say…
 
With tax deadline day coming, Walkner Condon international advisors Keith Poniewaz and Stan Farmer bring U.S. expat tax expert Leo Zimny, CPA, on the show to cover the basics of taxes for Americans abroad. While many people would prefer to steer clear of the topic of taxes, they are an integral part of a holistic financial plan, especially for U.S.…
 
On this episode of the Dentist Money™ Show, Ryan and Matt look into one of the biggest financial decisions you’ll make in your career: should you own your practice location? It’s not easy to make the distinction between your practice and the office that houses it, but this is a business decision first and foremost. Ryan and Matt review the reasons …
 
On this podcast we discuss the reality, history, and makeup of bitcoin! Plus, what is our take on bitcoin and its future value? Also, new proposals for tax changes in Washington! Finally, why it might be worth doing your taxes married filing separate! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com…
 
A backdoor Roth is a way for high-income earners to be able to contribute money into a tax-free Roth IRA account. It is a matter of contributing non-deductible money to a Traditional IRA and then converting that to a Roth IRA. The tricky part comes during the conversion: If you have any money in an IRA that has not yet been taxed, you're going to o…
 
We all talk about estate planning, and most of us think of it as something we’ll get to next year. Why? It’s simple: estate planning forces us to admit we’re not invincible. For so many of us, it takes a major milestone or a tragic event to get our ducks in a row, and that’s not a good way to plan, no matter how old you are or what stage of life yo…
 
In this episode we discuss all the ways that people are using financial assets to save for short-term goals - cash, bonds, the stock market, and even crypto. In the end, financial planning is always to place to start. Show notes for this episode - https://catholicfinancialplanners.com/5 Catholic Money Mastermind is a production of the Catholic Fina…
 
Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and how being the only female her age at a PFS conference sparked the idea of creating an online community for young women in financial planning. Chanelle is not out to man bash, she is hugely appreciative…
 
This episode is a follow-on to a previous episode we did on the basics of investing (episode #5). In that episode, we explained the foundational principles to focus on first when it comes to investing, using the 80:20 rule (or Pareto principle) as a guide. In this episode, we take it a step further and share some of the additional things you can do…
 
In this guide Orry Henderson talks about the comparison between an annuity pension and a drawdown option. The guide also looks at the advantages and disadvantages of both and how a balance of both maybe the best option for your retirement.על ידי Alan Moran
 
Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll identify five key areas where people don’t pay enough attention and end up flirting with disaster. Read more and get additional financial resources here: https://www.moneyandclarity.com/2021/04/ep-163-fli…
 
Stephanie McCullough is the founder and CEO of Sofia Financial and co-host of the Take Back Retirement Podcast. She talked with Matt Fizell, CFP®, about building confidence in your work when you’re not a traditional advisor, what the financial planning conversation is lacking for women, and how to find and connect to the parts of the industry that …
 
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty around finding your way in the profession, your first job does not define you, instead, it sets you on a journey of discovery if you are willing to push yourself outside of your comfort zone. We cover: From ban…
 
In this episode Emma Crossick talks to Alan Moran about how working from home through the pandemic has had some major advantages for his buisness. She also discusses how virtual meetings have cut down on the need to travel and made for a more productive workplace.על ידי Alan Moran
 
Guest: Bob Keebler, CPA/PFS This bill, introduced into the US Senate on March 25, 2021, could lay the groundwork for what’s ahead with changes to estate, gift, and trust rules. If passed, the effective date would be December 31st, 2021 and would result in significant increases to federal estate and gift tax. In this PFP Section podcast episode, Bob…
 
COVID-19 has presented seemingly endless challenges, as we all try to adapt to living in a pandemic. For small business owners, COVID-19 has not only magnified those challenges, it’s jeopardized their very livelihoods. As of the latest data in mid-March, nearly one-third of businesses remained closed nationally, while more than 40% of small busines…
 
Show Description: Jason and Alex started the show by taking a step back and reminding listeners and themselves why IDA’s team does not pick individual stocks and try to time the market. There are always unpredictable events that will happen with individual companies, such as Cox communication’s internet going down for multiple days unexpectedly. On…
 
Show Description: Jason kicks off the show with giving an overview of when to look towards the topic to today’s discussion, alternatives. Alternative Investments become a viable option for investing when the public markets start to look too high, and questions arise as to how long this market run up can continue. Alex joins the discussion with stat…
 
There's no doubt that unhealthy food is all around us. It can be difficult to say no to that piece of cake, or bag of potato chips. But what are some parallels we can draw to the financial word? Kevin talks about how some of the properties that are in unhealthy foods can also be related to certain financial attributes that could potentially harm ou…
 
On this episode of the Dentist Money™ Show, Ryan talks with Dr. Richard Low of Shared Practices about the mistakes that can threaten the hard work that goes into practice ownership. Ownership remains an ultimate goal in dentistry but costly blunders can be discouraging. From too casually considering your ownership options—scratch start, single-doct…
 
On this podcast we compare married filing separate to married filing jointly! Plus, why our dynamic economy is so important! Also, what industries are booming during our current pandemic! Finally, you’re about to lose the second leg on the 3 legged stool! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning…
 
From savings to brokerage, 401ks, HSA, and 529 accounts: there are a lot of accounts to choose from! Where should you focus your savings? What is the "right" account to put your money to save on taxes and grow it for the future? Today we discuss the order of account funding, which accounts to focus on first, second and third. Listen as we discuss: …
 
Julia Carreon is a digital executive, helping finance companies adapt to tech innovation. She spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare for the next generation of investors.על ידי Financial Planning Association
 
This is a follow-on episode and the second installment of a two-part series on how we manage our own finances. In episode one, we covered organization and tracking, managing debt, and prioritizing/allocating cash flow. In this second episode, we discuss investing, risk management (estate planning & insurance), and the big picture and putting it all…
 
March Madness is the theme of this week's episode. Ashley presents 16 Sweet Stewardship tips, 8 Elite Habits, 4 Final Principles, 2 Championship Mindsets and one winning idea!על ידי Ashley Hodge, Certified Financial Planner
 
Guest: Mackey McNeill, CPA/PFS Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including: If your clients loved investments, they wouldn’t use your services. At the end of the planning process, refine the plan by…
 
A divorce can not only devastate you emotionally, but it can completely wreck your financial stability. However, there are actions you can take to rebuild your finances. Remember, Rome wasn't built in a day and taking the right, small steps will eventually lead you to your goal. Contact: 817-444-8402 Website: https://bit.ly/2HLgkEx Schedule A Call …
 
We spend a lot of time on the podcast talking about federal employees and their retirement plans. They have access to different investment vehicles that other workers are not able to participate in. We talk about the TSP, or Thrift Savings Plan on today's show. It's similar to a 401(k), but there are specific stipulations that are not necessarily e…
 
On this episode of the Dentist Money™ Show Ryan and Matt examine the difference between taxable income your CPA reports and the gross cash flow your CFP® needs to know. Determining how much money stays in your pocket is key to saving effectively, paying down debt, or buying that boat you’ve dreamed about. For financial planning purposes, Ryan and M…
 
A listener asked the following question: "My company just went through an IPO. I have been working for a large technology company for the past 7 years. I am 34 years old, single, and find myself in an entirely new situation. My stock is now worth over $4m dollars and I have no idea what exactly I should do next! How do I think about this new wealth…
 
Zaneilia Harris, CFP®, is the president of H&H Wealth Management and author of Finance 'and Stilettos: Money Matters for the Well-Heeled Woman. She speaks with Hannah Moore, CFP®, about inner and outer signals that have helped her find her way in her career, and her vision of the legacy she wants to leave.…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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