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This personal finance podcast is for women, including female entrepreneurs to learn personal finance, money mindset & practical money management tips to be financially confident and build wealth. 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.
 
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 ...
 
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 ...
 
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
 
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 ...
 
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 ...
 
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 ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
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 ...
 
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.
 
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 ...
 
Hi, my name is Fitz Villafuerte. I'm a Registered Financial Planner and a financial literacy advocate based in the Philippines. This podcast is about learning smart money habits and the proper mindset to achieve financial success. Visit the80percentpodcast.com to learn more.
 
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.
 
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 ...
 
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 ...
 
Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth, if you work at or retire from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm that is dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagem ...
 
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 ...
 
Financial Life Planners Jeremy Squibb and Tom Desborough mull over the key things in life and finance which keep us trapped, unable to move forward, and stuck in a bucket. Each show is in two segments - first to get your FINANCES in order, and secondly, to make sense of your LIFE. Disclaimer: This is information, not advice and does not constitute regulated financial advice. You should contact an independent financial planner before taking action. Views are solely those of the individuals an ...
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
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.
 
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 ...
 
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 ...
 
Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show and is divided into four sections: Bulls and Bears Market Report and Economic Update, Legislative Update, Plan Your Prosperity Ask Peggy--your opportunity to ask a question! When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that wh ...
 
The purpose of “A Year and a Day” is to provide information and tips for getting through a separation and divorce without destroying family relationships or the family finances. In the first episode, host Jaime Davis discusses issues related to co-parenting with Dr. Lori Thomas, a licensed psychologist with Wynns Family Psychology. Future episodes will include conversations with marriage therapists, financial planners, and private investigators, as well as discussions of topics such as media ...
 
Welcome to the Inside Silverstone™ podcast. A business focused podcast covering all things tech, engineering, and innovation. Hosted by Chris Broome; a huge tech, motorsport and gaming fan; and also the owner of Longhurst, a firm of lifestyle financial planners and independent financial advisers located in Silverstone, Northamptonshire, UK. This is a series of unscripted and unpolished conversations with leading business owners, thought leaders, and high-tech talent, about their experiences ...
 
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 ...
 
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
 
Listen as Forrest and Daniel talk about the key differences between being an employee and owning your own business. Key differences between employee vs business ownership: Employees can expect an organizational framework, like the military. Business owners have to create their own. Employees have a job description. Business owners have to do everyt…
 
Ric Edelman is the co-founder of Edelman Financial Engines, the host of Ric Edelman Radio, and co-founder of the Digital Assets Council of Financial Professionals. He sat down with Hannah Moore, CFP®, to discuss what advisors need to know about the game-changing impacts of bitcoin and blockchain technology.…
 
This week Sam is joined by Sean O’Brien, Financial Planner at WH Ireland. Sean has set up a group called The Foundation to help support young financial planners who are struggling to connect with like-minded professionals in the local area of Dorset & Hampshire on the South Coast of England. Today Sean tells us why he set up The Foundation, we disc…
 
Veronica Taylor is a financial planner at Northstar, a fully virtual organization that helps employees make better financial decisions. She joins the show to share her journey from graphic designer to financial planner, as well as what led her to start a financial coaching company to increase financial literacy and awareness and ultimately close th…
 
Episode Description:Host: Errah CavallinProduct Marketing Manager, Epicor Financial PlannerGuests: - Jan Morath, CEO, DSPanel AB- Håkan Ebersjö, FP&A Implementation Consultant- David Bourget, Auditor and ConsultantMy name is Errah Cavallin, Product Marketing Manager of Epicor Financial Planner and host of the newest podcast called EFP Setting the r…
 
Andy's appearance on the Seemingly Ordinary podcast with Tim Wuebker. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER…
 
On this episode Ashley reviews some of the latest data on COVID, and discuss whether the variants could derail economic progress. He also looks at the important of sleep in recent research and boring habits that can lead to freedom in stewardship.由Ashley Hodge, Certified Financial Planner
 
Brandon Odell is a Partner at Ensemble Practice, a consulting firm that specializes in financial planning firms. He joins us today to discuss his career path, going from an engineering major to consulting for financial advisory firms, and the education and skills combinations that are critical for growth in the industry. Listen in as we talk about …
 
Today’s Guest: Chuck Erickson, Independent Educational Consultant from College Connectors As an independent educational consultant at College Connectors, Chuck has worked in higher education for 15 years, helping students and families with school selection and the college application process. He has lots of information and tips to help you get star…
 
The SECURE Act became law at the beginning of 2020 and created some significant differences in how people should plan for retirement. And while it’s not law yet, there’s a SECURE Act 2.0 on the horizon that could very likely become law before the end of the year. Let’s talk about some of the provisions and why they could be important. Important Lin…
 
This week I'm chatting to Sarah Hawley, an entrepreneur in the remote working space. Remote working COULD be the one good thing to come out of the COVID pandemic for those seeking Financial Autonomy and gaining choice, so let's work out how to get the most out of it. https://www.linkedin.com/in/sarahriegelhuth?trk=people-guest_people_search-card ht…
 
Deb Meyer and Tyler Hackenberg discuss finances in the context of marriage. Show notes for this episode - https://www.catholicfinancialplanners.com/?p=3968&preview=true Catholic Money Mastermind is a production of the Catholic Financial Planners Network that explores the intersection of faith an finances. You can learn more about our organization a…
 
Our summer watch party continues with the controversial new Netflix reality tv series My Unorthodox Life. Bobbi and Jessica Goodman, best-selling author of “They Wish They Were Us” and "They’ll Never Catch Us” explain why it’s getting serious backlash, and why they can’t stop watching it anyway. For more information, visit the show notes at https:/…
 
Join me on the journey to Jersey! With its beautiful beaches, good food, amazing schools and laid-back lifestyle, this move is going to make waves for my family and business. Join me as I reflect on the last 10 years, talk about what the future holds for the business and share the exciting things that are coming to the “In Her Financial Shoes” podc…
 
Welcome to Episode 80 of The 80 Percent. Today, kasama natin sina Rica and JC of The Halo-Halo Show podcast, and we’ll be sharing our tips for living on your own. Para ito sa mga nag-iisip na maging independent. It’s dedicated to everyone who wants to finally leave their home and get a place of their own. This episode is brought to you by Lessandra…
 
Episode 76 – Financial Coaching with Catherine Morgan What is financial coaching? How is it different to a financial advise? The guys chat with Catherine Morgan, a financial coach, to discuss the difference. Along with exploring how we can improve our relationship with our finances by addressing 6 anxieties. With a great Bage’s Bias that prompted a…
 
In today's special episode, Jesse Lineberry joins me to talk all things planner compensation. Jesse is a CFP and Account Executive who works with a lot of our clients, and I’ve invited him on the show to talk about some of the placements we’ve made over the past few months, what the offers were, and what the compensation ultimately looked like. Lis…
 
While investment decisions are personal, there should be some core convictions that remain true regardless of how aggressive or conservative you are as an investor. In this episode, we talk about our investment manifesto, the guiding principles that inform how we invest. For more information and show notes visit: https://bwmplanning.com/episode4 Co…
 
In order to set up your goals for success you need to have a clear vision and mission for the business planning and continued success of your company. The business owner has to reflect on the past, look at the present and visualize the future. Your business vision and mission will be a road map for the company management, employees, and stakeholder…
 
Today’s Guest: Chuck Erickson, Independent Educational Consultant from College Connectors According to Chuck, independent educational consultants are “professionals that have experience and knowledge about the college admissions and application process, but are not directly connected to a specific high school or college.” As an independent educatio…
 
Listen as Forrest and Daniel share a little about each of our stories, and what we did while we were on active duty. You can do a lot. But training for combat isn’t really like actually being in combat. But you train anyway, because you’ll be a lot better off. Same principle applies here. Here are things you can do: Develop your plan (See episode 5…
 
In this episode, Paul looks at why it can be so hard to stick to the investing principles we all know to generally be the best course of action. With the constant barrage of information, it can be hard to not be swept up in it all and use faulty investment strategies. How can we learn to stick to the principles we know to be in our best interest? […
 
Matthew Ricks, MBA, CFP®, is the founder of Haystack Financial Planning, a firm that serves people with disabilities and special needs. Matthew spoke with Matt Fizell, CFP®, about how he took control of his career, started his own firm, and niched down in an area where his interests and experience met with great demand.…
 
Our summer watch party kicks off with this endearing and often hilarious series from producer Ashton Kutcher staring financial expert Tonya Rapley and Chegg CEO Dan Rosensweig. Bobbi is joined by Financial Wellness Expert Jason Vitug of Phroogal to share why they both could not stop binging this show and why you need to be watching it too! For more…
 
When it comes to personal finance, there’s no shortage of advice and opinions out there. Along with that, there also are a lot of myths and misinformation about managing your finances. In this episode, we tackle five of the most common myths we come across, including: 1) I need to change my investments based on XYZ headline, 2) Once I have $XYZ por…
 
Lucienne Shakir was a teacher for 12 years and after suffering a nervous breakdown that left her bedbound for a year, took the decision to stop feeling sad about going into work. Lucienne and I have a fascinating discussion about how you can live a high performance life without stress and pressure. In this episode: Why changing your mindset can hel…
 
The massive currency creation that’s going on by all the major central banks around the world is very worrisome according to our guest this week on Retirement Lifestyle Advocates radio, Mr. Jim Rogers. Your host Dennis Tubbergen talks with Rogers about the crash and bear marketing in 2008, about the coming bear market, his forecast for the future a…
 
This week Ashley interviews his good friend Carl Vellenga. Carl is a Senior Account Executive at IStation, a company that specializes in education assessment and delivery. Together they discuss areas of education that include the affect of the pandemic, school choice, and what their research has shown about student outcomes.…
 
Sean Alford is a Senior Financial Planner and Investment Solutions Manager with CFO4Life, an RIA based out of Coppell, TX. He joins the show today to share his career path, from graduating from a CFP undergraduate program to finally finding a good career fit in his current firm and transitioning to a recruiting and hiring role within that firm. Lis…
 
Lisa Linfield has a goal to equip, engage and empower 1 Million Women to live a financially free life -so that they too may be able to live a life of purpose and choice. In order to do this, she walked away from a 20-year corporate career to start her own wealth management business – believing that this was her purpose and her passion, and she had …
 
If you do not create a family legacy plan and do not file your taxes on a timely basis, you will have to pay to the Internal Revenue Service (IRS) interest charges and late payment penalties. Therefore, it is highly recommended that the business owner takes time to work with trusted advisors and family members to create and implement a strategic Fa…
 
Part II of the William Volker story is about his protege, Harold Luhnow. - Harold Luhnow battles the Pendergast machine - The Volker Fund and the Austrian School of Economics - How it all relates to Bitcoin Show notes: https://simplewealthkc.com/?p=4757 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, …
 
In this episode, Ben and Nate receive a question from Margie in Texas via their Physician Family Financial Advisors Podcast Answer Line. She asks, “when should I start teaching my kids about money?” Stay tuned as Ben and Nate discuss why you should teach your kids about money, when to start teaching your kids about money, and how to start the conve…
 
Should physicians set themselves on FIRE? In the financial world, FIRE stands for Financial Independence Retire Early, which is an approach that many doctors are taking in working towards retirement preparation. Ben and Nate are here today to explain whether physicians should or should not take the FIRE approach. They talk about the advantages of p…
 
How do I build a business plan? You’re not going to know everything out of the gate. But your ‘plan’ should involve the following steps: Determining whether this is an appropriate career for you. Education, Credentials Licensing (refer back to Episode 3) FPA Externship Identifying education needs Determining your military timeline: Home town? Last …
 
Do you track your “Happy Spends” against your “Sad Spends”? Dr. Elizabeth Dunn of Happy Money will have you doing that and more with her money mental wellness tips. Don’t you feel better already? For more information, visit the show notes at https://www.bobbirebell.com/podcast/drelizabethdunn由Bobbi Rebell, Dr. Elizabeth Dunn
 
This week, Catherine welcomes Sian Gabbidon to the podcast. Sian is best known as the 2018 winner of the BBC television show, The Apprentice. After quite an organic start to the business, Sian went on to receive investment and support from Lord Alan Sugar. Sian joins Catherine to talk about pivoting during the Covid-19 crisis, staying grounded and …
 
Welcome to Episode 78 of The 80 Percent. Today, I’m sharing with you the 12 irrefutable principles of investing by Sir Rex Mendoza, who is one of the mentors I look up to when it comes to finance and investments. He is the president and CEO of Rampver Financials and is one of the most respected and influential people on personal finance in the Phil…
 
“We’re probably looking at 15% (annual) cost of living increase when you look at gas and taxes and food. I don’t know how many different ways we can say how ugly it’s going to be, but we’re absolutely in an unprecedented situation”. These words from our guest this week on Retirement Lifestyle Advocates radio, Mr. Ed Butowsky. Your host, Dennis Tubb…
 
The winners in this new game of business are those that can see through the noise and keep it simple because business at its core is simple. Winning in business is no longer reserved for those running multi-national corporations with seemingly unlimited resources. Juanita Vorster, a South African entrepreneur, partnered with well-known UK-based bus…
 
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