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The 10-min break for Non-Conformist & Cosy Souls to create a lifestyle that cares for them. The Hygge Planner show supports you in: 🌟 Living by your own standards 🌟 Expanding your comfort zone 🌟 Being unapologetically confident on will 🎁 Want a gift? Visit https://www.thehyggeplanner.com/freebies 💕 Love what you listen? Now you can tip me at https://www.paypal.me/thehyggeplanner (Thanks a lot for your support)
 
Planner Parley brings together marketing strategists under a flag of truce to talk about the challenges and triumphs they face every day. Listen along to learn strategies for strategy from some of the smartest marketers in the business. Planner Parley is a production of Truth Collective in partnership with the 4A’s.
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
Residential property is the only asset class we live in, it is where we raise our family’s, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are overloaded with information and one size fits all recommendations from the media, well-meaning friend ...
 
The Planners on Purpose podcast is created for ambitious and driven event planners that are looking to scale their productivity, get valuable time back in their day, and focus on their personal goals and aspirations. If you want to stress less to live more, Naomi will take you on a journey of self-discovery. She will help you to uncover your hidden strengths as a leader, become more productive, so you can live the life you desire while balancing your commitments.
 
Listen to the SHSMD Podcast - Rapid Insights: for Health Care Strategy Professionals in Planning, Business Development, Marketing, Communications and Public Relations. In each episode we cover health care marketing tips, suggestions and best practices for health care marketers.
 
Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
 
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 ...
 
If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
 
EFP offers an in-depth and sophisticated solution for reporting & analysis, consolidation, budgeting, and dashboarding to complement your use of ERP system. EFP strikes a unique balance between offering heavy weight FP&A features and ease of use. Its non-compromising approach to performance and usability ensures the finance team has a unified solution they can depend on. From powerful drill to journal, no coding dashboard setup, superior report formatting options, sensible budget workflow, a ...
 
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 ...
 
In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
 
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 ...
 
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show series
 
Dr. Jared Pickens is the Director of Applied Economics at Texas A&M University - Commerce, and he joins the show today to share why he pivoted away from a teaching and football career to get his start in the financial planning industry. If you’re on the fence about whether a lead financial planner position is the right fit for you, this is an episo…
 
Welcome to The Hygge Planner Show. In today's episode, I'm sharing how to create a color code key to find more equilibrium in your way of living 📌 what is a color code key and why it's a crucial part of your happiness 📌 how to find the right categories to include 📌 how to choose the right tools and make it easy to use [CLOSING] New Collection Speci…
 
It’s Season 3 of Planner Parley and you know what that means: StratFest! Our team was there in full force to look at strategy from every angle, be it our humanity, our plurality, or our place in moving society forward. Join Steve Kozel, VP and director of strategy at OBP, Stefanie Zawack, senior strategic planner at Marcus Thomas, LLC, and John Rob…
 
BLUF (Bottom Line Up Front): Over the long run, your practice will reflect you. However, at the beginning, it will be very hard to ‘niche’ your practice because profitability is initially a revenue problem. Over time, you may have more flexibility to make intentional decisions that will shape your practice. Main question: Do you want to be an ER do…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian drop in with a new intro! You’ve got to hear this. No time to listen? Here’s a preview of what happened and when: Show Notes: PARENT PLUS LOANS ARE THE BANE OF EXISTENCE: [5:03]…
 
Jasen Wallace, CFP® is a financial planner at Weinheimer Wealth Management and the Career Development Director for the FPA chapter in Austin. He sat down with Hannah Moore, CFP®, to talk about how new planners can navigate increasingly complex career decisions.על ידי Financial Planning Association
 
Student loan loopholes aren’t always a good thing. While many loopholes can benefit borrowers by helping them pay less on their student loans, some can end up doing more harm than good. Listen in as I dismantle eight loopholes that actually aren’t loopholes, from rolling your student loan into a mortgage or practice loan to borrowing from your pare…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ Weekly market updates 1. How have two-bedroom, single fronters been impacted through covid? Cate shares an article she has recently written analysing the performance of 6 two bedroom, single front cottages across Melbourne. A lot of people have expounded the popularity of 3 bedroom hous…
 
Season 4, Episode 3 Is Motivation More than a Feeling? Planner Lifestyle Podcast host Jessica McWilliams with guest Chanelle Neilson Topics: How to inform yourself about your motivations before you plan Ask a simple but difficult question, “What do I want?” Taking a “future view” inspired by Dan Gilbert’s Future Self Ted Talk Motive is the root wor…
 
This week Sam is joined by Robert Stringer from Stringer Mann Chartered Financial Planners. Sam and Robert talk very deeply about mental health and the lack of open and honest conversations within the financial profession. Tragically Robert lost is son, Hector to suicide because he was struggling with his own mental health. Robert was able to turn …
 
If you're a business owner and want to create more time in your day (and life!), you'll LOVE my interview with productivity guru, Hannah Murphy. Want to learn more from Hannah? Take her FREE CLASS here www.lovefrommim.com/hannah (referral link).על ידי Mim Jenkinson
 
Are you using (or considering using) a line of credit? CashMap has some fresh ideas you've probably NEVER thought of before :) Read the Full Blog post: https://digitalmarketing4fp.com/2021/08/25/a-different-way-of-looking-at-a-line-of-creditעל ידי Digital Marketing 4FP
 
On today’s episode, we will be interviewing Diane Dekanic, fellow R.F.P. and owner of Financial Health Management, on why she became a Registered Financial Planner, the differences between a Financial Planner and a Financial Advisor, and the consequences the wrong choice may have for consumers, and the merits of having an R.F.P. designation.…
 
*We are aware of the recent FDA approval. This episode was recorded prior to said announcement*. This week, Meg and Myra spoke with the founder of @paper_planner_essentials Keisha Greene all about why she started the magazine, how they are looking to expand and so much more. Then, they discussed new releases, blocking people as mental health care a…
 
This week Meg and Myra discuss life updates, Mercari issues, latest planner releases, placing individual identities is planner companies, cancel culture, Aldis wine advent box, and so much more! Be sure when you share the show on social media to use the hashtag #plannersandwine. Thanks so much for your support! Check out our website Plannersandwine…
 
Urban is back from vacation, Yvgenii is dealing with the typical September, and they both talk about traveling, Freedom Units, and Kaweco. Oh, and Urban was on The Pen Addict. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a site wide coup…
 
Molly Rimes is a Financial Planning Associate at InsMed Loan Advisory Services who pivoted away from a career in politics to pursue financial planning. She joins the show today to discuss her journey to the financial planning industry and what she has learned along the way. Listen in as Molly shares what it was like getting hired in the middle of t…
 
In this episode, Dan chats with NextGen Planners member Clem Chatelin, a Chatered Financial Planner from Paradigm Norton in Bristol. Here, they discuss Clem's specialist topic of Responsible Investing, how to have conversations with clients about ethical investing, and where she sees the future of responsible investing. Join our community: nextgenp…
 
This week, Megan and Myra discuss a shocking betrayal, latest planner releases, upcoming sales, and celeb garbage. Be sure when you share the show on social media to use the hashtag #plannersandwine. Thanks so much for your support! Myra's Mercari listings here! Feel free to dm if will like to bundle items! Check out Plan with Laur Patreon here: ht…
 
Sales is the lifeblood starting out in most financial planning careers. For many people, this can feel clunky, forced, or like a used car experience when in fact it should be quite the opposite of that. Focus on a collaborative process and make your fees and process clear. Listen on as Daniel and Forrest share their valuable lessons learned, what's…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian ease back into things from a holiday off-week! No time to listen? Here’s a preview of what happened and when: Show Notes: OPEN ENROLLMENT – THE BIGGEST FINANCIAL MISSED OPPORTUN…
 
Spenser Liszt, CFP®, is a financial planner at Paradigm Advisors. These days, he helps young families make informed decisions about their money. His journey to this work wasn’t linear, as you’ll hear. Spenser sat down with Hannah Moore, CFP®, to talk about how he worked his way out of his previous musician lifestyle to become a champion of financia…
 
In this episode’s consultant takeover, Molly Laughter, MBA CFA, CFP®, and Meagan Landress, CSLP®, dive deep into the student loan repayment loopholes that are available for borrowers — depending on certain factors such as family situation and where they live. Molly and Meagan also discuss tax implications, including those for individuals or familie…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week’s episode, Dave, Cate and Pete take you through: 1. Victoria still trading despite lockdown Non-auction sales have risen to 1,028 over the week. Since listings have gone down, this indicates that older stock on the market is clearing and sales, (including online auctions) a…
 
The fact is, most people start their health journey in Google Search. So how do you make your content and providers stand out? Learn how Henry Ford Health System has successfully bolstered their search results using a multifaceted (content, Google My Business, schema markup) search engine optimization (SEO) strategy with measurable results. Henry F…
 
In this episode, Dan chats with Will Steiner from Big Later in the United States. Here, they chat about the importance of starting early, how to educate the younger generation on finances, what Will is doing to help, and much, much more! Join our community: https://bit.ly/3loSChB
 
Sam Nguyen is the Senior Tax Manager at XY Planning Network, an organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Today, Sam joins the show to share his journey from CFP educational program to getting his foot in the door with an RIA, including what it was like trying to enter the fin…
 
Welcome to The Hygge Planner Show. In today's episode, I'm sharing 3 ideas to cultivate cosiness & rock solid confidence during BACK TO SCHOOL season 📌 the #1 thing you can do to remain sane & stay practical 📌 the quick fix I use to carve Me Time during madness 📌 the method to avoid overwhelm & scatterbrain moments New 90-day Hygge Planner Collecti…
 
This week, Megan and Myra have a chat with Bonnie from Archer and Olive to talk about how she started her company, what's to come to Archer and Olive, tips on starting your own small business and so much more! They also wrap up the show talking Goldmine and Coco in now on Target.com, EC Latinx collection, issues with expecting Black women to be the…
 
This week Elena is joined by trainee Paraplanner Kate Evans from Lucent Financial Planning Ltd. Kate is a 2nd career-ist which means that she left a comfortable and successful career to try something completely different. Kate proves that it’s never too late to change careers and she shares with us exactly how she broke into financial planning. It …
 
The military offers a host of education benefits for servicemembers and spouses that can help make the career transition into financial planning easier. Forrest and Daniel share how they used these benefits and walk through lots of the options out there to help you too. https://www.theamericancollege.edu/military https://www.afcpe.org/news-and-publ…
 
Steven Jarvis, CPA, is the co-founder, CEO, and head CPA at Retirement Tax Services. He also hosts their podcast, where he aims to bridge the gap between tax professionals and financial planners to better serve mutual clients. He sat down with Matt Fizzell, CFP®, to talk about how collaboration can provide enhanced value to both professions. They a…
 
There’s a lot of talk around the Public Service Loan Forgiveness Program. In the last several months, we saw new developments unfold, and there’s no doubt we’ll see more changes in the years to come. I’m diving in and giving my thoughts on the current state of PSLF and what we could expect come election season in 2024 and beyond. In today’s episode…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ Weekly market updates 1. Cate and Pete's exciting auction weekend Tune in to hear Cate and Pete’s thrilling experiences of each successfully securing a property over the weekend, despite the lockdown challenges and last minute changes of plans. 2. Tight rental vacancy rates The national…
 
In this episode, our guest host Matthew Hulks chats with Dan Marsh from Seccl and James Priday from P1 Investment Management. Here, they discuss how technology can plug The Advice Gap and the future of adviser tech. Join our community: https://nextgenplanners.co.uk/join-our-community/
 
Dr. Vickie Hampton is a Certified Financial Planner and Department Chair for the Personal Financial Planning program at Texas Tech University. Throughout her long and tenured career in academia, Vickie has gained valuable insights and experiences, and she joins me today to share some of her wisdom. Listen in as she discusses the difference between …
 
In 2014, Atlantic Health System’s (AHS) Business Development team entered a contiguous market, infiltrated with fierce competition, despite having no infrastructure. Seven years later, implementing data-driven decision making, best practices and a cutting-edge approach, AHS has built a strong network. Despite confronting challenges, AHS established…
 
This week Megan and Myra chats with Danny of @dannyplansit about how he got started in the planning community, being authentically yourself while growing your social media present, and the future of planning on social media. Megan and Myra also discuss the latest planner releases, loving Fall, micro aggressions within the planner community, and so …
 
This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to be a female financial planner who is also from an ethic minority background, how we can encourage more people from these backgrounds into the profession and the importance of educating young people abo…
 
Take time to build and grow your network - learn from key thought leaders on LinkedIn. This career leap should be about making and deepening relationships and connections. Here are some key thought leaders to follow: Caleb Brown; Michael Kitces; Alan Moore; Carl Richards; Matt Quick; Michael Quinn; Hannah Moore; Matthew Jarvis; Taylor Schulte; Alex…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete goes full-on Soccer Assistant Coach! No time to listen? Here’s a preview of what happened and when: Show Notes: BEING READY FOR RETIREMENT: [6:35] Pensions used to fund the retirement of t…
 
Joy Lere, Psy.D., is a clinical psychologist and a co-founder of Shaping Wealth, a learning platform that helps advising professionals and corporate organizations navigate the emotional work required to achieve financial plans. She spoke with Hannah Moore, CFP®, about three key strategies that every planner should use to meet their client’s psychol…
 
Was your decision to take out a student loan the right decision? In this episode, I make the case that student debt isn’t only the right decision, but a fantastic one. It can feel like a burden, but it’s also a massive opportunity to gain access to high-income skills that you can use to maximize your potential and leave a lasting impact. In today’s…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's Ep#116, Dave, Cate and Pete take you through: Weekly market updates 1. The price of iron ore has dropped by 30% since the end of July and property growth in Perth wanes Looking at the daily CoreLogic index, Perth is the only city exhibiting negative growth this month. Alt…
 
In this episode, Dan chats with Fairien Azeem, a money coach and behavioural finance specialist from Australia. Here, they chat about personal relationships with money, the benefits of being a money coach, how to ask great questions and much more. Join us: nextgenplanners.co.uk/join-our-community/
 
Taynia Vakapuna is a paraplanner with Everspire in Midvale, UT. Today she joins the show to discuss her journey going from a biology major to a paraplanner in a financial planning firm, including why she ended up not going through with a degree in the sciences and what led her to consider a change in direction. Listen in as she talks about how the …
 
Welcome to The Hygge Planner Show. In today's episode, I'm sharing 3 Hygge insights I received from listening Sabaton 📌 Screw people who don't support your dreams 📌 Your dreams & wishes are legit 📌 It may take time & patience Don't know Sabaton? Sabaton is a Swedish metal band from Falun. With more than 20 years of experience, they've been able to …
 
This week Sam is joined by Marie Smith, Relationship Director at Cooper Parry Wealth. Marie was recently promoted from a Paraplanning manager to her current position and we talk about the lack of females in leadership roles within financial planning. It’s predicted that 53% of UK millionaires will be female by 2025. That’s a lot of wealth that wome…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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