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Every week, Andy Lyster and Don Fox of Investors Group Financial Services Inc. share their Financial Planning advice with you the listener. With over 60 years of combined experience, Andy and Don have advised clients on the A-Z’s of financial planning. It’s that experience that brings a down to Earth approach to help you navigate today’s financial stressors. To quote Andy and Don, “It all starts with a comprehensive financial plan” and every week we share real life financial stories and solu ...
 
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.
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planni ...
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
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
 
Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can better manage your family’s wealth while protecting it from financial exploitation, then stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
 
Terence Tobin hosts this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax and investments with both a local and global markets in mind. My aim is to have the podcast recordings to be under 10 minutes, for a quick lesson. Focusing on your financial wellbeing, Terence and his guests will cover a wide range of topics, covering personal and business financial planning, tax, accounting, investments, money managements and ultimately wealth ...
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
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 ...
 
Through our Monday Musings podcast, we hope to create a community where we can support and challenge each other through conversations, discussions and storytelling. We will be offering helpful advice and updates designed to help you with your financial planning.~More about us at Straight Talk Financial Planning...Yes, at Straight Talk Financial Planning we provide Financial planning specialising in Pensions, Investments, life assurance Wills and Powers of Attorney across the South Coast, but ...
 
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 ...
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
A weekly podcast that discusses Benefits and Pension, Financial Planning, Human Resource Management, and HRIS and Payroll. Based in London, On, Selectpath takes a customized approach to help every client define their goals and overcome their roadblocks. We have been in business for over 20 years and have the expert team of advisors, specialized knowledge, and industry relationships to get you to your destination.
 
Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: paul.resnik@finametrica.com Twitter: @paulresnik
 
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 ...
 
Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry. These podcasts will give you an introduction and graphic demonstrations of how this can be put into practice.
 
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 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 ...
 
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 ...
 
Smart Planning 101 Podcast ... shedding light on intelligent estate planning, strategic financial decision-making, health care options, and more. Host Nicole Wipp's mission is to educate and inspire people to make better estate, financial, health, and business planning choices through knowledge, tools, and specific tactics that ensure a more secure future. Death planning, life planning, long-term care planning, business planning, financial. Learn about helping loved ones or aging parents leg ...
 
The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
 
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 ...
 
Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Van Wie Financial. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to get your ...
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
Welcome to The Financial 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 ...
 
Money doesn't have to be complicated. After all, it's not rocket science. Welcome to Armstrong Purselley's podcast, 'To Retirement And Beyond' with Co-Founders & Wealth advisors Brian Armstrong and Shawndi Purselley. This show will help clarify some of financial planning's biggest questions, give you advice in common language, and show you how to build an effective game plan to accomplish your retirement goals. Join us each episode as Shawndi and Brian cover things like taxes, income plannin ...
 
The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacie ...
 
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show series
 
There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Essentialism: https://amzn.to/3DI8Af5 Digital Minimalism: https://amzn.to/3DyHCX2 Show Notes: 2:19 - Age, Wisdom, & Information 4:52 - Things We Wished We H…
 
Formerly the UW Tax-Sheltered Annuity (TSA) 403(b) Program, the UW 403(b) Supplemental Retirement Program (SRP) has recently undergone a name change along with several other changes. With more than 24,000 faculty and staff, UW-Madison is easily one of the largest employers in Dane County – the largest non-government employer in Dane County is UW He…
 
Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible. Is that the right message for a dentist like you? On this episode of the Dentist Money™ Show, Ryan and Matt go through each of Dave Ramsey’s 7 Baby Steps. They compare his advice against Dentist Advisors’ more dentist-specific guidance…
 
On this podcast we talk about what to do if you get a love letter from the IRS! Plus, what is a math error notice from the IRS? Also, how will your beneficiaries be affected when they inherit money? Finally, retirement is a bigger live transition than you think! These topics and more on this week's radio show/podcast at https://www.nelsonfinancialp…
 
In this weeks Monday Musings Andrew talks about what we pay for. Get to know Andrew on our 'Meet the Team' page on our website and don't forget to read the full Monday Musings over on the website. You can now view the Monday Musings on our YouTube channel. Click the links below!! YouTube: Straight Talk Financial Planning - YouTube _________________…
 
We all know the risks, we understand how to think about the pros and cons of a decision. But when it comes to the stock market, are you certain you’re thinking about it the right way? The risk isn’t that your portfolio goes down in value, the risk is that you can’t reach your goals. What are your goals and when do you want to reach them? When do yo…
 
In this episode Emma Crossick talks to Alan Moran about how important funeral planning is. People like to put off things that make them uncomfortable but it is important not to ignore it because the end is unfortunately inevitable. Having a plan in place relieves alot of stress from the bereaved and makes sure that your wishes are carried out after…
 
This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a sustainable retirement plan. Find out why it’s important that you establish a plan before taxes (potentially) go up in 2026. Also available on Spotify, Appl…
 
Show Intro (00:27) Biggest fears or concerns around planning your retirement (1:36) Longevity, bad decisions, running out of money, market crashes The financial industry wants to sell you a solution to help you cope with your fear Identifying the things sabotaging our happiness, making excuses, procrastinating, and giving context to what retirement…
 
CPA financial planners are often in a position to be the first to recognize declining cognitive function in a client. Reina Schlager, CPA/PFS, takes you through a summary of her 6-part series so that you can protect your clients financially and ensure a smooth transition of care. She covers: Does an 18-year-old need a durable POA? Client experience…
 
This week Elena is joined by trainee Paraplanner Kate Evans from Lucent Financial Planning Ltd. Kate is a 2nd career-ist which means that she left a comfortable and successful career to try something completely different. Kate proves that it’s never too late to change careers and she shares with us exactly how she broke into financial planning. It …
 
In this episode, we have a freeform discussion for Planning and Funding for College. College is a large expense, and depending on the career that you (or your children) want to go into, this can also change the school you need to go to. Obviously, scholarships and grants can guide your hand making planning needed regardless. For more information an…
 
At Bayntree, a lot of the small business owners and solo employers we work with start asking us one question as we get closer to the end of the year: what can I do to help save for retirement? There’s no right answer for everyone–in fact, it’s a bit of a mixed bag. There’s a lot of options, and you’ll need to talk to your advisor or CPA to come up …
 
On this episode Ashley shares his person experience with having COVID, the importance of controlling what you can control with your health, what value does news add to your life, and then the importance of following financial routines.由Ashley Hodge, Certified Financial Planner
 
Financial Planners Joe Ibarra and Andy Flattery discuss the zero interest rate trap and the teaching of the Universal Destination of Goods. Show notes for this episode: https://www.catholicfinancialplanners.com/?p=3994&preview=true Catholic Money Mastermind is a production of the Catholic Financial Planners Network that explores the intersection of…
 
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