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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 Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
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 ...
 
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 ...
 
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing str ...
 
Financial literacy is arguably one of the most important skills to have when it comes to the safety and security of yourself and those you love. Nevertheless, the average Canadian lacks the knowledge they need to make informed, competent financial decisions. How can we close the gap in our knowledge of finances? Meet Paul Popo-Ola, a Finance and Economics Graduate (HBA) and a financial planner (CFP, PFP) for a major Canadian bank. Paul helps Canadians just like you understand the ins and out ...
 
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 ...
 
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 ...
 
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.
 
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
 
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.
 
Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
 
This personal finance podcast is for women, including female entrepreneurs to learn personal finance, money mindset & practical money management tips to be financially confident. To get in control of money, to budget, gain financial confidence, learn how to invest, save money & manage money mindset and behaviours. Hosted by a multi- award winning qualified financial planner and financial coach. A must listen to for fans of Denise Duffield-Thomas, Pete Matthew, Money to the Masses and Dave Ra ...
 
Mark Kemp and Todd Little are Certified Financial Planners (CFP) with Kemp Harvest Financial Group in Harleysville, Pennsylvania. Each episode, they'll break down important financial and retirement planning concepts and show you how to avoid common retirement pitfalls. They'll seek to keep each topic simple and easy for you to understand. If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
 
The Financial Professional's catalyst to exponential growth.PROpulsion is aimed at ambitious and driven Financial Professionals like Financial Planners, Financial Advisers, Accountants, Bookkeepers, Tax Practitioners as well as managers and consultants working in the Financial Services space.We go deep to help these professionals with starting, building and growing their practices, business- and personal branding, marketing and professional selling skills, technical knowledge and skills, sui ...
 
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 ...
 
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 ...
 
Looking Ahead: The Retirementality is a personal look at the challenges of retirement planning by Globe and Mail personal finance columnist Rob Carrick. Rob tackles retirement from the point of view of millennials, Gen Xers and baby boomers using his own experiences and advice from financial planners. Tune in to find out how to get your retirement planning on track.
 
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 ...
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
If you are the parent of a college bound high school student then this podcast is for you. Our goal is to give you the information you need to SAVE TIME, SAVE MONEY, and reduce stress in the college process. We will cover all aspects of planning and paying for college including things like: What to do if you do not qualify for financial aid, student loans, FAFSA and CSS profile, merit aid, scholarships, college tax breaks, visits, ACT and SAT, college fairs, the application process, and good ...
 
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 ...
 
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 ...
 
A podcast to inspire veterinarians, vet students and team members who want to reach financial freedom before they turn 90. Drs. Meredith Jones and Phil Zeltzman, two practicing vets, interview fascinating, non-boring experts in personal finance and practice finance. Beyond helping you enjoy financial wellness, our goal is to help you (whether you’re a newbie or a money nerd) reach whole life success. We talk about investing, entrepreneurship, student debt, practice management, side hustles a ...
 
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 ...
 
Financial awareness and money issues are often pushed to the bottom of our to-do lists. In The Australian Financial Focus we talk to financial experts and everyday people who share ideas and tips for making your finances a focus - and moving you closer to your financial goals. Barry Wilkinson is the Director/Principal Broker Mortgage Broker at SW Brokerage- https://swbrokerage.com.au/ and has been a successful and motivated Mortgage Broker since 2004. A strong lateral thinker, Barry values p ...
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
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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…
 
In today's episode Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends.Check out the full blog post here: https://digitalmarketing4fp.com/2021/04/14/communicate-more-clearly-with-your-clients/על ידי Digital Marketing 4FP
 
Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians. Chad talked with Matt Fizell, CFP®, about starting his own firm at an astonishingly early point in his career, the privileges that made it possible, and his advice to young advi…
 
Today, Richard Oring of New Century Financial Group and co-host Jon "JAG" Gay cover the field of financial planning - what financial planners do and who needs one. We all have coaches for different aspects of our lives and financial planning is no different. That's where a planner comes in, and with increased advertising in the field, baby boomers …
 
We asked Isaiah Douglass, a Certified Financial Planner, to weigh in with his expert advice on burning financial questions we’ve received from colleagues. Isaiah is a partner in Vincere Wealth Management and the host of the Veterinarian Success Podcast. - How do financial planners get paid? - When to know if you need a financial planner / advisor -…
 
Andy Flattery and Bryan Gum discuss the true role of a Financial Advisor, which is to empower people in taking control of their own finances. Show notes & transcript for this episode- https://simplewealthkc.com/16 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfi…
 
We are entering the Age of the Creator. The confluence of the internet, the tools it has produced, and blockchain technology is delivering us from the Industrial Age to the Creator Age at speed. And for anyone interested in the idea of Financial Autonomy and gaining choice, that’s a wonderful thing. [Disclaimer]…
 
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…
 
Former pre-school teacher Tiffany Aliche created a mini-“boss” entrepreneur when her savvy stepdaughter started asking questions about money- and put her on an early path to being a financial grownup. Plus we preview Tiffany’s latest book, Get Good with Money. 10 Steps to Financial Wholeness. For more information, visit the show notes at https://ww…
 
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 week’s live episode, I am joined by Patricia Lohan, a Feng Shui expert. Feng Shui translates as good health and harvest. It is not about throwing out everything out or moving home but about creating an energetic balance. Today we talk about tips for creating wealth, prosperity and abundance in our home and business. In this episode: Your of…
 
The stock market is more overvalued than it’s ever been by every historical measure. “I wouldn’t be surprised if we see a 1987 or ’29 type shock at some point”…followed by inflation similar or greater than we saw in the 70’s and early 80’s. That’s the forecast from this week’s guest on Retirement Lifestyle Advocates Radio, Mr. David Skarica. Listen…
 
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 9 April 2021. News segment presented by Nici Macdonald, HOD: Certification at the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about confirmation bias. …
 
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
 
Not only is Tess McCabe the genius behind the cover of my Financial Autonomy book, she's also a creative freelance extraordinaire! In this episode, we discuss the positive and negative elements of being a freelancer, her career journey and how she's moved between being an employee and being self-employed, and the outlook for creative people. If mov…
 
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…
 
The best-selling author reveals what happened when her dad opened her mail and saw her credit card debt, and the surprising result when she and her husband cut their budget by 90 percent. Plus a preview of her new book: Your Turn: How to be an Adult. For more information, visit the show notes at https://www.bobbirebell.com/podcast/julielythcotthaim…
 
In today’s podcast we are talking about financial coaching and how it is different from financial planning and advice. What is financial coaching and why is it so important? In this episode: The difference between financial coaching, financial advice, and financial planning The power of understanding our thoughts, fears and behaviours How having a …
 
Are we looking at a deflationary collapse in the next 12 months? Our guest this week, Mr. Karl Denninger says he would not be surprised by a 50% re-pricing in all asset classes. Join your host, Dennis Tubbergen as he and Mr. Denninger discuss forecasts for the economy, healthcare, and the markets in the coming months. Mr. Karl Denninger is an Ameri…
 
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…
 
Financial planning, money coaching, and financial counselling. These are all terms you've probably seen or come across, but the difference between the three roles and when they are applicable is often not obvious. So in this week's episode I’ll clarify what each of these roles do, and where perhaps they might be applicable in your life. [Disclaimer…
 
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
 
Acorn’s Chief Education Officer Jennifer Barrett shares her own “wake up’ call’ when she learned to think like a breadwinner, and gives us specific strategies to build wealth and create a path to have the rich life we all deserve. For more information, visit the show notes at https://www.bobbirebell.com/podcast/JenniferBarrett…
 
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…
 
Today we are talking to Catherine Thomas-Humphreys who is a Financial Advisor and who has just graduated from our Certified Financial Coaching program. It was interesting to talk about the difference between giving financial advice and financial coaching with the impact that both have on society. Catherine shared how she overcame awkward conversati…
 
It’s amazing to think that the Japanese stock market topped out 31 years ago and the European market topped 21 years ago, and the Chinese market topped to 14 years ago. As positive social mood is waning here in the U.S., our guest this week on Retirement Lifestyle Advocates radio, socionomics expert Mr. Murray Gunn, concludes that a multi-year bear…
 
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 26 March 2021. The broadcast was done offsite from Paarl in the Western Cape. News segment presented by Lelané Bezuidenhout, CEO of the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and …
 
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
 
Episode 72 – Financial Psychology with Anne Abbenes Why does talking about money cause such anxiety? Special guest Anne Abbenes takes a look at the psychology behind what is happening in our brains when we are dealing with our finances. With a great Bage’s Behavioural Bias and some questionable #tightasstommo money saving tips, we have plenty of ta…
 
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…
 
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…
 
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.…
 
Susan McPherson, author of the new book The Lost Art of Connecting: The Gather, Ask, Do Method for Building Meaningful Relationships Shares 5 specific tips to connect and intentionally leverage your network of friends and colleagues. For more information, visit the show notes at https://www.bobbirebell.com/podcast/susanmcpherson2…
 
In today’s episode we are talking about the top 3 budgeting tips that everyone should know. This week we are joined by Edoardo Moreni, CEO of Emma, the money aggregator app giving users insights into their spending habits and helping them to manage their finances. In this episode: Edoardo’s journey into building the Emma app How creating an app hel…
 
The dollar will eventually be completely discredited and lose credibility. The thing that’s helping it right now is the fact nearly all world currencies are going through the same process. Eventually, currencies are going to have to be valued against something tangible. Our guest this week is Brien Lundin. Join your host, Dennis Tubbergen, as he an…
 
This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 19 March 2021. News segment presented by David Kop, Executive Director: Relevance of the Financial Planning Institute of SA. Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about self-confide…
 
In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Today we will discuss some statements we migh…
 
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…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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