))
A podcast for growth-minded financial advisors
…
continue reading
Simplifying financial education for all. Market updates, courses, tips, and news.
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. Sarah Fraser, Deputy Editor of CFP, as they interview contributing authors to the journal each month.
…
continue reading
Listen to Johnson Brunetti's Money Wisdom with Joel Johnson, CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson ca ...
…
continue reading
1
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
2
170
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
…
continue reading
Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
…
continue reading
Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
…
continue reading
Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
…
continue reading
Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
…
continue reading
…
continue reading
Invest for a Sustainable Future
…
continue reading
1
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
252
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
…
continue reading
1
No Dumb Questions with Connell McShane and Doug Flynn, CFP
Connell McShane and Doug Flynn, CFP
010
Join veteran journalist Connell McShane, and veteran financial advisor Doug Flynn, CFP, on a quest toward financial literacy as they discuss news you can use to educate yourself on personal finance and investment strategies.
…
continue reading
Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
…
continue reading
Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
…
continue reading
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
…
continue reading
Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
…
continue reading
An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
…
continue reading
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
…
continue reading
Invest smarter, master your money, live & give more
…
continue reading
Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
…
continue reading
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
Trust. Respect. Results (847) 749-2295 / [email protected]
…
continue reading
Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
…
continue reading
No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
…
continue reading
Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
…
continue reading
Pilot’s Portfolio, formerly Pilot Money Podcast - the podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™. Cetera Investors is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership ...
…
continue reading
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
…
continue reading
Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
…
continue reading
Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance. Join Katherine – a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes – for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing. She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're deal ...
…
continue reading
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
…
continue reading
Canadian Football coverage with a wide variety of voices to fit your listening needs. Follow us @CFPerspective on Twitter and Instagram for all CFP updates!
…
continue reading
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
…
continue reading
When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
…
continue reading
Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
…
continue reading
Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
…
continue reading
1
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Bill Holliday, CFP
998
Values Investors Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.
…
continue reading
Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
…
continue reading
Safer Retirement Radio is where you can get the transparency you deserve. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it aut ...
…
continue reading
Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
…
continue reading
Learn more about the current economy and personal finance with Money Matters. Each week, President Chad P. Wilson CFP® of Foundation Bank provides a unique perspective, in layman’s terms, on economic trends and their implications for everyday financial decisions. Foundation Bank is a family owned community bank in West Tennessee. For more information visit foundationbank.org.
…
continue reading
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
…
continue reading
Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
…
continue reading
1
Should You Roth? Making the Right Call at the Right Time
31:46
31:46
Play later
Play later
Lists
Like
Liked
31:46
Not all Roth dollars are created equal—especially during times of market volatility. In this episode, Tyler Emrick, CFA®, CFP®, unpacks when Roth contributions, conversions, or pretax savings make the most sense, and how recent market declines may present timely Roth conversion opportunities. You'll learn how to be strategic with what assets you co…
…
continue reading
1
What is Tactical Asset Allocation? | Jonathan Riesch
35:14
35:14
Play later
Play later
Lists
Like
Liked
35:14
Today, I sit down with Jonathan Reich, a financial advisor at Global View Capital Management and a new member of the Catholic Financial Planners Network. Jonathan shares his journey from working in high-volume client service roles at Fidelity and Equitable to finding a more fulfilling path in personalized financial planning. We dive into tactical a…
…
continue reading
1
Episode 514: The Financial Physician April 20, 2025
1:59:37
1:59:37
Play later
Play later
Lists
Like
Liked
1:59:37
Assisted Living Explained What Is "The Widow Penalty"? Tariff News Continues To Affect Financial Markets Gold Hits A New Record $3,340 Media And The Democrats Are So Corrupt. Letitia James In Hot Water Over Mortgage Fraud Allegations And Much More!!!
…
continue reading
1
Tax Planning in 2025, with Special Guest David McKnight
58:56
58:56
Play later
Play later
Lists
Like
Liked
58:56
2025 is a year of change for our tax laws. In this episode, Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes, and what it may mean for your financial plan and investment strategies. Be sure to tune in to learn the important details. Video version: https://youtu.be/GwovySeeVxk?si=UQKMzn-nhbXQy0HC Schedul…
…
continue reading
1
Investment Foundations: A Beginner’s Guide to Building Wealth
5:12
5:12
Play later
Play later
Lists
Like
Liked
5:12
Keywords: Investment, wealth building, financial freedom, asset classes, investment goals, emergency fund, financial advisor Summary: In this episode of Wealth Builder Learning, Marco Lima discusses the foundational principles of investing, emphasizing the importance of starting early and understanding different asset classes. He outlines the signi…
…
continue reading
1
Markets Are Crazy: You Shouldn't Be! No Dumb Questions Podcast with Connell McShane and Doug Flynn, CFP. Ep. 10
20:23
20:23
Play later
Play later
Lists
Like
Liked
20:23
Send us a text In this special edition of the No Dumb Questions podcast, Connell McShane and Doug Flynn discussed the importance of financial literacy, long-term investing, and the cyclical nature of the market. They emphasized the need for portfolio rebalancing and diversification, the importance of separating short-term and long-term money, and t…
…
continue reading
1
Planet Family Doc podcast with Dr Clayton Dyck: Dr Sonia Tsukagoshi Part 2
28:12
28:12
Play later
Play later
Lists
Like
Liked
28:12
Canadian Family Physician is pleased to bring listeners the last “Planet Family Doc" Podcasts hosted by Dr Clayton Dyck. “Planet Family Doc” is a production of the Besrour Center, formerly at the College of Family Physicians of Canada. In a two-part podcast Dr Dyck interviews Dr Sonia Tsukagoshi about integrative medicine. Dr Tsukagoshi is a family…
…
continue reading
Stocks fell last week following President Trump's criticism of Fed chair Jerome Powell. This comes after Powell warned tariffs could hurt the U.S. economy. Mark and I discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices…
…
continue reading
1
Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517
1:05:39
1:05:39
Play later
Play later
Lists
Like
Liked
1:05:39
Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA relief, suspending Social Security for tax planning, and QCD timing with RMDs. (3:00) A listener enquires whether her 85-year-old mother, who recently remarried, must remain on her ex-spouse’s record for one year before switching to spousal benefits on her …
…
continue reading
1
What Happens in the Money Map Retirement Review
9:41
9:41
Play later
Play later
Lists
Like
Liked
9:41
What happens after your first meeting with a financial advisor? As we continue our series on the Johnson Brunetti planning process, we’re going to take you inside meeting number two in our retirement planning process, which we like to call the Money Map Retirement Review. There's an element of vulnerability to meeting with an advisor, and we …
…
continue reading
1
Financial Advisors React - Top 10 INSANE Money Advice Videos
24:36
24:36
Play later
Play later
Lists
Like
Liked
24:36
Brian and Bo react to 10 outrageous personal finance videos circulating online, debunking misleading claims about 401(k) loans, day trading, real estate schemes, whole life insurance, and side hustles. Stay tuned through the end to watch as we count down to the craziest video we found.. The episode serves as a reminder to be wary of social media “g…
…
continue reading
I was thinking of retiring soon, however with the current state of the stock market I am not sure now is a good time and I want to make sure we have enough to weather a recession. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by…
…
continue reading
1
Relationship Currency: Converting Cash Flow Conversations into Client Loyalty
7:29
7:29
Play later
Play later
Lists
Like
Liked
7:29
In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth. On Monday, Matt and Micah kicked off the week by sharing real-world client experiences that showcase advisor value in action. Their first piece of wisdom? Start keeping a "value journal" of moments wh…
…
continue reading
1
It's Here! The Good Steward Is Officially Out Now!
19:42
19:42
Play later
Play later
Lists
Like
Liked
19:42
Get your copy of The Good Steward today! Buy on Amazon Get one for yourself and one for a friend! Subscribe to get episodes delivered to your inbox every week. Follow along: Facebook, Instagram A ministry of Life Financial Group & Life Institute. Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC…
…
continue reading
1
Is it too risky to keep investing in retirement?
24:01
24:01
Play later
Play later
Lists
Like
Liked
24:01
Today, we’re talking about investing in stocks during retirement. People ask about balancing growth vs safety in retirement. You hear all of this negative stuff about the stock market. Should I keep investing in retirement?” that’s the question we’re answering today.
…
continue reading
No introductions necessary for this one! Wade and Connor are back with the 2025 version of the Draft 100! Subscribe, review and tell a friend to help us bring you even more Canadian football content.By Canadian Football Perspective
…
continue reading
1
4 Topics For Your Quarterly Service Calendar [212]
11:19
11:19
Play later
Play later
Lists
Like
Liked
11:19
Jordan explains how advisors can implement a quarterly service calendar to proactively monitor client financial health through address 4 key questions about retirement readiness, asset mix, income usage, and risk management. advisors can create an efficient system of verifying, analyzing, and reporting on their clients' financial progress.…
…
continue reading
1
Inbox Question | Running a Business & Collecting Benefits: What Counts Toward the Earnings Limit?
6:57
6:57
Play later
Play later
Lists
Like
Liked
6:57
In this inbox episode, we break down how the Social Security earnings limit works—especially for C corp owners who split income between salary and dividends. Learn what counts toward the limit, what doesn’t, and how smart income structuring can help you avoid benefit reductions. Although this show does not provide specific tax, legal, or financial …
…
continue reading
With a combined income of $320k, should I be making all my retirement contributions Roth? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy prac…
…
continue reading
1
1092-Money in Mating: Women SHOULD Care About How Much Money a Man Earns
56:41
56:41
Play later
Play later
Lists
Like
Liked
56:41
If you'd like to increase your earning ability, join my Academy to learn how to increase it 10x in 10 years! https://RPFAcademy.com
…
continue reading
Mike J. wrote us and asked: "We sold about $70k in pretax assets at the peak. How would you recommend we buy back in? Dollar Cost Average? Or wait for a low point?" We quick off this Q&A answering his question, including the Goldilocks Rule to DCA! Then stick around as we answer more of YOUR financial questions. Jump start your journey with our FRE…
…
continue reading
1
E256: So You Started a Business – Now What?
10:40
10:40
Play later
Play later
Lists
Like
Liked
10:40
You’ve taken the leap and started your own business. First, congratulations! It takes courage to step out on your own and build something from scratch. But now that you’re officially in business, what comes next?By Michael Reynolds, CFP®
…
continue reading
1
Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?
19:25
19:25
Play later
Play later
Lists
Like
Liked
19:25
Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot of anxiety, especially when retirement is just around the corner. But reacting out of fear can do more harm than good. Listen in as your certified retirement counselor Mark Struthers breaks down the main difference between strategy and tactics, a…
…
continue reading
In this episode, John Kennedy opens up about learning to let go of people-pleasing and the pressure to be understood by everyone. Inspired by The Let Them Theory by Mel Robbins, he shares how this mindset shift is helping him show up with more peace—in parenting, leadership, and everyday life. If you’re ready to stop carrying what isn’t yours, this…
…
continue reading
My goal is to retire in exactly seven years. Am I on track to make this happen? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visi…
…
continue reading
1
Transition Period Strategy and Positioning: EDU #2517
1:18:00
1:18:00
Play later
Play later
Lists
Like
Liked
1:18:00
Chris’s Summary: Jim and I are again joined by Jacob as we continue exploring transition period strategy—the years just before retirement when you’re not yet withdrawing but want to prepare. We cover how near-retirees can manage emotional reactions to volatility while positioning assets to support early retirement spending. For those using our Mini…
…
continue reading
1
Mailbag: Money Markets, CDs, and Estates!
31:20
31:20
Play later
Play later
Lists
Like
Liked
31:20
Have you ever wondered why you'd use a money market or a CD instead of a high yield savings account? Are you concerned about battling it out with a sibling over an inheritance? If so, this week's mailbag episode is for you! Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram…
…
continue reading
Got a big purchase ahead and don't know how to go about making a decision? Chad P. Wilson has some tips for you in this episode of Money Matters. This episode was recorded on April 22, 2025 by President Chad P. Wilson of Foundation Bank.
…
continue reading
1
When is the Best Time to Realize Gains in my Investment Account?
17:47
17:47
Play later
Play later
Lists
Like
Liked
17:47
If you’re sitting on large investment gains in a brokerage account and wondering whether it’s worth taking the tax hit, this episode is for you. I walk through a clear framework I use with clients to help them decide when—and if—it makes sense to realize those gains. I also explain several strategies that can potentially reduce or even eliminate th…
…
continue reading
Imagine if you could ask someone anything you wanted about their finances. On What We Spend, people from across the country and across the financial spectrum are opening their wallets—and their lives—to tell you everything: what they make, what they want, and—for one week—what they spend. To learn more about listener data and our privacy practices …
…
continue reading
My husband thinks we don't have enough money to retire, I think we do. Who's right? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices …
…
continue reading
Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss how to "DOGE" your budget. Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: [email protected] or call u…
…
continue reading
If your phone’s been ringing off the hook with client concerns about market volatility and tariffs, you’re not alone—and you’re not crazy. These market-moving events get the attention of even the most level-headed investors so how should you approach conversations during times like these? Let’s talk about how to actually address client fears withou…
…
continue reading
1
ESG/SRI investing, bitcoin and blockchain, and whether AI will replace financial planners
41:39
41:39
Play later
Play later
Lists
Like
Liked
41:39
Dr. Dan & Daniel discuss ESG/SRI investing, bitcoin and blockchain, and whether AI will replace financial planners. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
…
continue reading
1
Smart Money Moves: Life Insurance, Emergency Funds, and The Rule of 55
31:54
31:54
Play later
Play later
Lists
Like
Liked
31:54
We're back with answering YOUR questions and you gave us some good ones. Brian and Bo break down affordable life insurance strategies for high earners with health challenges, how to prioritize saving when adopting a child, and what to do with multiple retirement plans like 401(a), 403(b), and 457s. You'll also learn how the Rule of 55 really works …
…
continue reading
1
The 3 Parts to a Perfect Estate Plan – Part 1b: Planning for Incapacity
46:11
46:11
Play later
Play later
Lists
Like
Liked
46:11
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there’s more to it than just having your paperwork in order. In this second episode on planning for incapacity, we take the conversation further by focusing on what happens when long-term car…
…
continue reading
1
When Does Sequence of Return Risk Go Away?
16:24
16:24
Play later
Play later
Lists
Like
Liked
16:24
One of the biggest and often overlooked risks facing retirees is sequence-of-returns risk. The risk of experiencing investment losses early in retirement can have an impact on the sustainability of savings over the long term. Morningstar researchers dug into this in their latest State of Retirement Income study. Their findings confirm what many ret…
…
continue reading
With a lot of retirement decisions to be made, we want to make sure we don't mess things up. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy p…
…
continue reading
In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't just a financial metric—it's the lifeblood of effective retirement planning. The duo shares practical wisdom on systematically tracking value delivery, mastering the delicate dance …
…
continue reading
1
Life in Focus – Preserving Memories in the Modern Age
21:57
21:57
Play later
Play later
Lists
Like
Liked
21:57
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the art and importance of Preserving Memories with Angela Andrew, Product Evangelist for the Mylio App. In an age where digital images accumulate rapidly but often remain disorganized, Mylio offers a transformative solution for families looking to protect and share their …
…
continue reading
I have a universal life policy that was sold to me when I was 25. I'm wondering if I should stay the course with this policy as part of my retirement strategy, and if not, how might I go about extracting myself from it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more a…
…
continue reading
This episode dives into defensive financial strategies—practical ways to protect your money and stay financially stable during times of uncertainty. Instead of focusing on high-risk, high-reward tactics, defensive strategies emphasize minimizing losses, managing risk, and creating a strong foundation for long-term security. Topics covered include b…
…
continue reading
1
Long Term Care Insurance With Inflation-Cost
28:28
28:28
Play later
Play later
Lists
Like
Liked
28:28
Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care insurance with inflation-cost. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected]…
…
continue reading
With spring selling season approaching, homeowners are eager to remodel. On this episode we discuss which renovations can actually boost your home's value, and which upgrades may cost more than they're worth. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listen…
…
continue reading
1
Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
1:37:30
1:37:30
Play later
Play later
Lists
Like
Liked
1:37:30
Jim and Chris discuss listener questions relating to tax planning at full retirement age, the minus-one method for RMDs, inherited Roth RMDs, and early Social Security. (9:10) A listener jokes about the state trivia and offers a suggestion for Chris’s benefit. (11:10) Another listener shares a PSA about delays in online Social Security applications…
…
continue reading
1
1091-It's Not Too Late For You To Build Financial Security
19:28
19:28
Play later
Play later
Lists
Like
Liked
19:28
Join me September 17-20 in Kuala Lumpur for the world's #1 internationalization event: www.NomadCapitalist.com/live
…
continue reading
