Financial Adviser ציבורי
[search 0]
עוד

Download the App!

show episodes
 
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 ...
 
Christopher Bulman is the leading financial adviser at Bulman Wealth Group. Chris has 15 years of experience in the financial services arena and is licensed in both securities and life insurance. Chris has helped hundreds of clients make important decisions affecting their financial futures and those of loved ones. Focusing in retirement planning, he assists clients with life insurance, long-term care insurance and income planning strategies.
 
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 ...
 
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 ...
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
Do you know if you are making the right decisions for your life with your money? Are your financial plans the right ones for you? Many people don't know what they don't know about planning for their financial future. In this show Mark Singer gives tips, insights and information to help guide you in making more confident decisions that fit your life. Mark Singer CFP® and President of Safe Harbor Retirement Planning has 25 years of experience in the financial services industry. In 1990 he foun ...
 
From latte-making robots to paying for college, Merrill Perspectives explores the (often unexpected) issues, trends and ideas that are shaping our world. Our experts go beyond the headlines and the numbers so you can better understand what these changes mean to you and your financial life. Merrill Lynch, Pierce, Fenner & Smith is a registered broker-dealer, registered investment adviser and Member SIPC
 
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 ...
 
Loading …
show series
 
Todays guest on the financial planner life podcast is Kay Mechial from Black Lion Wealth. Kay covers his career journey from trainee financial planner to running his own financial planning firm. I really enjoyed talking to Kay, full of passion and enthusiasm for the profession, a firm believer that mindset and attitude are the two key ingredients t…
 
President Joe Biden has made his proposed tax hike. What is in his proposal? How much of it will likely pass? What could this mean for your wallet? Jake and Kirk will take a look at each proposal and discuss its implications for those directly and indirectly impacted by the tax change. *“Tax preparation, planning, IRS representation, and business v…
 
Show Description: Jason and Alex start off the show addressing a question that has been asked by more than one private client over the past couple of weeks. Given the US National Debt equal to 28.2 Trillion and the Federal Deficit at $4.5 Trillion and tack on all the recent stimulus money and Federal spending, what will be the effects on the market…
 
Lauren V Davis dropped an excellent talk at our virtual conference back in March 2020 and she's back to share more about Instagram.Instagram is a great place to let people see the real you and help them buy into you as a person.Tune in to Lauren let us know the things that we can do to make the most of it and download her free guide with 100+ socia…
 
In this episode, reporter Laura Purkess speaks to Dave Chaplin, CEO of ContractorCalculator, about the reforms to IR35 off-payroll working rules, which came into effect on 5 April 2021. They discuss why the reforms went ahead, what contractors and businesses should do to prepare and what the future holds for the contractor market.…
 
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
 
Today Jake Rivas and Kirk Barbera are joined by guest Jake Cousineau to discuss his book “How to Adult.” Jake is the author of a book for young adults titled How to Adult: Personal Finance for the Real World. You might even recognize Jake from his $50k Wheel of Fortune payday! In this episode we delve into Jake Cousineau’s financial advice and his …
 
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
 
Google, Facebook, Trustpilot, Feefo, Reviews.io, Vouched For ... the list goes on!It's no surprise we're often asked which is the best reviews platform. There's also some debate on when's the best time to ask for a review.As usual, the answer is "It depends..." So listen in as we deep dive on all things reviews.…
 
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…
 
Content is much easier to create when you follow some structure. We all know how important great content is, but it's so time-consuming at the best of times.And we don't want to spend a load of time creating something that isn't going to have any impact.So after randomly meeting on Clubhouse and an entertaining chat we found that Amanda Brown could…
 
Online investment scams are on the rise, and there is an ongoing debate about who is responsible for taking them down.In this edition of the New Model Adviser podcast, reporter James Fitzgerald speaks with Tim Fassam, who is director of government relations at the Personal Investment Management & Financial Advice Association (Pimfa)Fassam tells Fit…
 
We have all heard the phrase “buy American,” from both Republicans and Democrats. President Biden is again proposing measures to ensure a buy American program. Jake and Kirk discuss the economics of buy American, how it may affect your wallet, and why a global economy is a really good thing for everyone who participates. *“Tax preparation, planning…
 
In this episode Emma Crossick talks to Alan Moran about his passion for giving good financial advice. For Alan it's about helping people and not about making money. However he can’t force people to follow his good advice!על ידי Alan Moran & Emma Crossick
 
In the final part of the complex let series Alex sits down with Tina Long and Anna Asbury from Market Harborough Building Society.In this episode you'll hear:What is meant by complex let in the market? And what does it mean to MHBS?What is the availability of mortgages like for complex let?What types of complex income types could this include?What’…
 
In this episode, reporter Laura Purkess talks to Chanelle Pattinson, a financial adviser at P&P Invest, about Chanelle's new support group for women under 30 within the NextGen Planners community and why she set it up. They also discuss what it's like attending industry events as a young woman and what event organisers can do to make attendees feel…
 
In this guide Orry Henderson talks about the Enterprise Investment Scheme ( EIS ) and the Seed Enterprise Investment Scheme ( SEIS ). He compares them both for investors wishing to find investments with favourable tax relief and businesses looking to raise funds.על ידי Alan Moran
 
Show Description: Jason and Alex started off the show by saying that we are not going to execute on any investment strategy or implement a philosophy unless they have a substantial amount of data to back this up. They discussed how too many investors implement an investment strategy that is driven and based off emotions, feelings, and news headline…
 
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…
 
DEBATE NIGHT! With Jake and Kirk. On this special edition of Jake of All Trades, Jake and Kirk debate the question of whether or not billionaire’s should exist. Jake takes the negative and Kirk takes the positive. Of course, they don’t mean whether we should jail or deport billionaires, but rather should billionaires be subject to extra taxes or li…
 
In this week’s podcast episode we discuss the opportunities on Google when it comes to complex let cases.You’ll hear the number of Google searches for:Listed propertiesMulti-unit propertiesForeign currencyFirst-time landlordsHoliday letsOlder borrowersWe’ll also share as much advice, hints and tips as possible if you’re planning on attracting more …
 
In this edition of the NMA podcast, reporter James Fitzgerald speaks with Anthony Morrow, founder of Manchester-based digital advice firm Openmoney.Morrow tells Fitzgerald that the FCA is right that digital advice is the way forward, and has proven its value after every financial adviser in the country was forced to work remotely - and therefore pr…
 
In this audio guide Orry Henderson talks about Venture Capital Trusts, Enterprise Investmnment Schemes and Business Relief investments. He will compare them with each other and look at the tax relief that can be gained from each.על ידי Alan Moran
 
This week’s guest on the Financial Planner Life podcast is Jessica McGuigan from Critchleys. Jessica left school at 17 and like many school leavers did not have a clue what she wanted to do with her life, she worked in bars and restaurants for several years and at 19 became a Mum. Needing a job that offered security she landed a 6-week contract in …
 
A little bit of snow and the whole world (or Texas) loses its mind! Jake and Kirk discuss their experiences during the power and water outages in central texas. Many people of course were much more negatively affected than Jake and Kirk. There are, however, lessons we can all learn from this fiasco. *“Tax preparation, planning, IRS representation, …
 
Tom & Alex delve through some stats when it comes to Google searches on mobile phones. Is the mobile search market still growing? Do people still search on desktops and tablets too?Are people using smart speakers like Alexa to search?Can consumers actually use their mobiles more than they do now and is the use of tablets declining?…
 
Changing weather around the world is affecting companies. From storms knocking out communication networks in the US, to flooding hitting supply chains in parts of the UK, businesses are having to adapt to the future. Alex Monk, co-manager of the Schroder Global Energy Transition fund, explains what this means for investment portfolios. We discuss t…
 
With interest rates so low, how can you strategically use municipal bonds in your portfolio? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy and Alliance Bernstein Assistant Vice President Jason Mertz take a look at the bond market. Together, they examine how it works and the current environment and str…
 
In this episode Orry Henderson looks at gaining an income from investments even in a low interest rate environment. The guide is to help investors who are primarily looking for an income as opposed to capital growth.על ידי Alan Moran
 
“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don't talk about it!” Today’s guest on Episode 36 of the financial planner life podcast is Steven Pyne, one of the founding partners at Holden and partner in London, a directly authorised firm with £500,000,000 of asse…
 
In this episode, NMA reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about some of the biggest announcements in the 2021 Budget, including freezing the lifetime allowance and income tax thresholds, hiking corporation tax for bigger businesses to 25%, extending the stamp duty holiday and re-introducing 95% mortgages.…
 
Friend of the show Ash Borland joins us this time to chat through his experiences with Tik Tok and Clubhouse.We'll of course share some top tips for both platforms and whether you should adopt them as part of your marketing plans.על ידי Alex Curtis, Ash Borland
 
In this latest episode of the New Model Adviser podcast, reporter James Fitzgerald speaks with Ben Hammond, platforms director at Altus Consulting. They speak about the inner workings of recent private equity deals for platforms, and what recent takeovers mean for platforms’ staff, advisers and clients. Hammond tells Fitzgerald that Platforms have …
 
In this episode Orry Henderson looks at the comparison between investment portfolios and investing in a buy-to-let property. What are the pro's and con's of each and which would be best for you to invest in.על ידי Alan Moran
 
Show Description: Today’s show starts off with Jason and Alex sharing stories about trucks and the potential benefits of depreciating company vehicles warming into the topic for discussion. Tax Planning. Jason begins the discussion by reminding listeners that now is the right time to start tax planning for 2021 tax year, while you are doing your ta…
 
On this episode Jake and Kirk discuss Biden’s proposed changes to 401ks. We also discuss, once again, the difference between political rhetoric and political action. If these changes take place we will create another episode explaining them. For this episode, we discuss what those changes would look like if implemented as Biden proposes. We also di…
 
🚨 Inspiring entry-level episode 🚨 This weeks episode is with Joel Carter from Rathbone Brothers At 17 years old Joel Carter left the sixth form to pursue a career in financial services, like everyone else he was presented with obstacles to entry, but this did not deter him. he was given the opportunity of work experience in an IFA practice; it was …
 
In this episode Emma Crossick has discussed the 'New Normal' with Alan Moran. How has the Covid pandemic changed the way meetings are held and will this continue into the future? She also look at the pros and cons of this new Zoom way of working.על ידי Alan Moran
 
In this episode, reporter Laura Purkess talks to 7IM’s Verona Kenny about the biggest changes she’s seen in the advice profession over the course of her career. They talk about pension freedoms and the rise of responsible investing, as well as the growth and consolidation of advice firms.על ידי Citywire
 
Emerging markets generally hold some characteristics of a developed market such as in the U.S., but they do not fully meet the standards. That said, they still make up more than half of the global GDP and warrant a closer look. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, Certified Financial Planner™ Professional Tom Kennedy hosts Luis Lemus with Contin…
 
As we have mentioned on previous shows, even with a democrat controlled House and Senate Biden cannot accomplish everything he wants. Though, it may feel like he will with this new, almost 2 Trillion dollar stimulus proposal. Jake and Kirk take a look at the major proposals and how they believe they will be impactful, or, maybe not as much. Also, t…
 
Show Description: Jason and Alex started off the show by welcoming Jim Pupillo, a Senior Wealth Adviser at IDA, who has a ton of industry experience, and specializes in providing his clients with regular Fiduciary advice pertaining to the company retirement and private wealth areas of the business. Jason discussed how the IDA investment committee s…
 
Loading …

מדריך עזר מהיר

זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
Google login Twitter login Classic login