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The 10-min break for Non-Conformist and Cosy Souls to create a lifestyle that cares for them. The Hygge Planner show supports you in: 🌟 Living by your own standards 🌟 Expanding your comfort zone 🌟 Being unapologetically confident on will 🎁 Want a gift? Visit https://www.thehyggeplanner.com/freebies 💕 Love what you listen? Now you can tip me at https://www.paypal.me/thehyggeplanner (Thanks a lot for your support)
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
 
Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
 
Planner Parley brings together marketing strategists under a flag of truce to talk about the challenges and triumphs they face every day. Listen along to learn strategies for strategy from some of the smartest marketers in the business. Planner Parley is a production of Truth Collective in partnership with the 4A’s.
 
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 ...
 
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 ...
 
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 ...
 
Residential property is the only asset class we live in, it is where we raise our family’s, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are overloaded with information and one size fits all recommendations from the media, well-meaning friend ...
 
Listen to the SHSMD Podcast - Rapid Insights: for Health Care Strategy Professionals in Planning, Business Development, Marketing, Communications and Public Relations. In each episode we cover health care marketing tips, suggestions and best practices for health care marketers.
 
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 ...
 
If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
 
The Planners on Purpose podcast is created for ambitious and driven event planners that are looking to scale their productivity, get valuable time back in their day, and focus on their personal goals and aspirations. If you want to stress less to live more, Naomi will take you on a journey of self-discovery. She will help you to uncover your hidden strengths as a leader, become more productive, so you can live the life you desire while balancing your commitments.
 
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 ...
 
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 ...
 
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 ...
 
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show series
 
This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony…
 
As with many aspects of military life, try to begin with the end in mind. You should be building and iterating a five year plan as you look ahead to a career in financial planning but also as you approach the various aspects of military life in the interim. Part of that is defining “enough” ahead of time so you ultimately build toward the life you …
 
Inflation is the hot topic of the day. Is it here to stay? And does inflation mean income-driven repayment programs are a bad idea? Listen in as I unpack the inflation conundrum as well as the latest news around the PSLF waiver along with updated guidance from the Department of Education. In today’s episode, you'll find out: How inflation impacts s…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Expected end of year activity If you’re committed to purchasing a property, now is not the time to take your foot off the pedal. There is a distinct determination of buyers, vendors and agents to get deals don…
 
Nick Prigitano is a Financial Advisor with Milestone Financial Planning based out of Bedford, NH. He first got started in financial services by interning at several tax preparation firms, and he joins me today to discuss how he eventually pivoted to financial planning. Listen in as we discuss how Nick found his first position with a large financial…
 
Welcome to The Hygge Planner Show. In today's episode, I'm diving into the functional planning techniques so that you can 📌 use your actual planner with more ease 📌 schedule your needs before everything else 📌 find moments of calmness in your tight schedule 📌 navigate & handle last minute plans [LAST CALL FOR CHRISTMAS 2021] Want your planners wrap…
 
When tracking business performance, having access to reliable data and reports is crucial to draw an accurate conclusion and decide on the right course of action. Companies of all sizes often struggle not just with mining data but also with financial reporting. Shareholders, board of directors, and managers must have complete trust in a company's f…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian get into the show in record time! No time to listen? Here’s a preview of what happened and when: Show Notes: MAILBAG QUESTION #1: [2:07] “Hey Pete, honest question: given recent…
 
The day your new planner arrives is a magical day. We share our first takes on the planners we just bought for 2022 and reflect on our 2021 planners. Feeling very ranty we talk about our latest tv recommendations, goal setting, and what we are looking forward to for Black Friday! We need your help to make Black Friday decisions for these new planne…
 
In today’s episode, we’re taking a long hard look at diversity in advertising and how translating the emotional response it evokes can bring advertising impact for good. In his new report, Feeling Seen, Jon Evans, chief marketing officer at System1 shared insights from a significant study on how people feel when they see themselves in advertising, …
 
This week, Megan and Myra discuss holiday wrap up, geography, Christmas decorating, gifts we bought for family, TikTok rabbit holes, Black Friday buys, and planner world drama.TW NOTE: DV & SA -41:05 thru 44:08Be sure when you share the show on social media to use the hashtag #plannersandwine. Thanks so much for your support!Check out our website P…
 
In this episode, Dan Graham from NextGen Planners chats with Alex Langhorn from Bespoke Training Solutions. Here, they chat about how to study for financial planning exams actively, fresh ways to study for financial planning exams, and the future of exams in the financial planning profession. Join our community: https://www.nextgenplanners.co.uk/jo…
 
This week Elena is joined by Leigh Dunkley, Financial Wellbeing lead at Schroders Personal Wealth. Did you know that 47% of UK adults are regularly stressed about their finances, that’s almost half of the population and that’s why Leigh is here to talk about the ‘taboo’ topic of money! Leigh explains why we should consider our financial wellbeing i…
 
Andrea Clark, CFP, joins us this episode to talk about her career journey as a military spouse, earning the AFC and CFP credentials, working as a base financial counselor, and ultimately launching her own financial planning firm. As a longtime military spouse and financial counselor for military families, Andie brings a wealth of knowledge and expe…
 
Businesses must gather reliable data and have the capacity to draw a meaningful analysis from it for the board to take action in a reasonable timeframe. This is why more CFOs and finance teams are under increasing pressure to produce rapid and accurate insight and where talks of upgrading to a more advanced FP&A solution may be necessary. If your o…
 
Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream wor…
 
The Department of Education recently forgave around $700 million in student loans in a single day. I talk about how the new PSLF Waiver played into that, what it means for student loan forgiveness, and what it means for you and your finances. I also sit down with Ben Martinek, EA, CSLP®, CFP®, of Student Loan Tax Experts. He shares his experience h…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode, Dave, Cate and Pete take you through: Market update 1. Thank you for your feedback We’ve received a number of listener reviews that are insightful and also gave us honest feedback, which we really appreciate. One was in relation to past performance bias, specific…
 
Recent global events have shown businesses of all sizes how crucial it is to prepare for the future and continually plan for any disruption. Continuous planning helps hospitals, clinics, private practices, and other healthcare organizations be better equipped for whatever may come along down the road.From financial aspects to decision-making, prope…
 
The guys are back after a hectic October to have a quick hour of catchup before Urban has to sleep and Yvii has to work. The joys of podcasting across the globe. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a site wide coupon. Thank you …
 
In this episode, we pick back up with Karina Linehan, an Associate Advisor with SAGEbroadview Wealth Management. Today we dive further into her experience transitioning from corporate America to the financial planning world and how her previous roles have helped her to succeed in her current position. Listen in as Karina shares how she started her …
 
This week, Megan and Myra sit down with Tonia Misvaer, CEO of EC, to chat about EC giveback collections, advice for small shop owners, new holiday collections, and what we can expect to see from EC in 2022. Megan and Myra wraps up the show to discuss the latest planner news and a fun fall tag! DON'T FORGET: No regular episode next week ! Enjoy your…
 
This week Sam is joined by Will Rainey who runs a financial education website called BlueTreeSavings.com. Will is taking a break from his corporate investment career and enjoying an adventure in Vietnam with his young family. Whilst in Vietnam he has written a fun financial education book for children, Grandpa’s Fortune Fables. It’s not just kids w…
 
While this might be a later stage firm topic, begin with the end in mind. True financial planning is always in service of the client and what’s best for them. Sometimes, you will encounter situations where a client wants or needs “X” and for whatever reason, you don’t do “X.” A mismatch in communication is often the culprit here. Ultimately though,…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian revisit a #FAIL of their own: the intro music to the show. No time to listen? Here’s a preview of what happened and when: Show Notes: DIGGING DEEP INTO THE 4% RULE: [6:33] One o…
 
Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.…
 
We could see a new student loan repayment plan for borrowers. The old IBR and the new IBR have been around for a while — now, the Biden administration is poised to create a new new IBR tentatively called The Expanded Income-Contingent Repayment (EICR) Plan. Confused? You’re not alone. A lot is happening in the world of student loans, and a lot more…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Handicaps for ‘subject’ to clauses The Property Buyer shares how agents are getting creative when dealing with a pool of buyers who don’t want to submit unconditional offers. One particular agent is sharing a …
 
In the coming decade, health systems will face four new and ominous reputational risks: political risk, value risk, expertise risk, and health gap risk. How you prepare for them now will shape your success over the coming years. For many health systems, this approach will be uncomfortable and require looking inward to better assess where they truly…
 
Based on Joe Public 2030 book, there are five key ways consumer health engagement may change over the coming decade, covering everything from AI and personal monitoring to consumerism, new competition, the politicization of healthcare, and growing health disparities. The book makes five bold predictions about that future, which range from exciting …
 
In this episode, Dan chats with George Kinder, founder of the Kinder Institute and the Father of The Life Planning Movement. Here, they chat about George's career, his books, his favourite questions to ask clients and the importance of silence, alongside much, much more. Join our community: www.nextgenplanners.co.uk/join-our-community…
 
Karina Linehan is an Associate Advisor with SAGEbroadview Wealth Management based out of Morristown, NJ. She joins me on the show today to share her career journey from corporate America to the financial planning world. Listen in as she shares how she started in financial planning, what her responsibilities are as an Associate Advisor, and what the…
 
Welcome to The Hygge Planner Show. In today's episode, I'm sharing 3 lessons I learned from recording 100 podcasts episodes. Don't fret those "lessons" are applicable in real life. 📌 DISCLAIMER: Join my SECOND podcast at https://anchor.fm/ravenraising 📌 Who knew a cup of tea have so much wisdom in it 📌 How to embrace the journey you're in even if y…
 
This week, Megan and Myra discuss holiday preparation, latest planner releases, Hypocrisy in affiliate programs, dealing with toxic family, new Q&A segment, Aldi 2021 advents, planner line up updates and so much more! Be sure when you share the show on social media to use the hashtag #plannersandwine. Thanks so much for your support! Want to send i…
 
This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is also the co-founder of the Paraplanner Club, a free mentorship programme for current and aspiring Paraplanners to connect with mentors and mentees. Sian’s great work helps people gain community & suppo…
 
Good financial planning is a team sport. Don’t go it alone but instead be intentional about building a support network around you! That involves family and your partner as well as friends, colleagues, peers, mentors, and more. In this episode, Forrest and Daniel talk about navigating your professional networks and how to bring all of this together …
 
Tremaine Wills is the Chief Operating Officer of Mind Over Money, an RIA firm. Tremaine and Hannah Moore, CFP®, discuss how she discovered financial planning, the challenges of being an entrepreneur, and how she serves the public through comprehensive financial planning and financial literacy.由Financial Planning Association
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian discuss what could be the biggest business FAIL of all time! No time to listen? Here’s a preview of what happened and when: Show Notes: WAS THIS THE BIGGEST BUSINESS FAIL OF ALL…
 
Today, I’m joined by Chad Carson, aka Coach Carson. He’s a husband, father of two, real estate investor, and world traveler. His message is threefold: Invest in real estate. Retire early. Do what matters. Listen in as Chad and I talk about his best practices for building a robust real estate portfolio and achieving financial independence. In today’…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week’s episode, Dave, Cate and Pete take you through: 1. Do cash rate rises slow down house prices? The Property Professor shares his recent research covering the last 30 years of cash rate rises and the effect on property prices. Is there a correlation? Listen to find out and v…
 
Have you chosen your 2022 planner? Jamie share’s her planner choice for 2022 while Colleen contemplates a second planner . This episode is completely bizarre as Jamie and Colleen switch places. We also talk about ALL the advent calendars Colleen has coming. Show Highlights Recapping what you already know about Jamie’s planner struggles. Jamie’s 202…
 
This week, Meg and Laur recap episodes' 2 and 3 of Michelle's season. They talk about Jamie and his lies, spicy connections and predictions for the season, . Be sure when you share the show on social media to use the hashtag #realityandwine. Thanks so much for your support! Check out our website Plannersandwinepod.com for episode info, links to our…
 
Cole Christian is a Wealth Strategist based out of St. Louis, MO, who initially began his financial planning career pursuing an accounting degree and becoming a Certified Public Accountant. He joins the show today to share his journey into the financial planning world and how his career has pivoted from accounting to financial planning. Listen in a…
 
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