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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 🎁 Get 10% OFF your first order at https://bit.ly/3wZiqrZ 💕 Want to support me? Now you can tip me at https://www.paypal.me/thehyggeplanner 📌 Visit the shop at https://www.PurdeyPenrose.com 📌 Get exclusive goodies, BTS access, & more at https://www.ko-fi.com/ ...
 
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.
 
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.
 
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 ...
 
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 ...
 
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 ...
 
Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
 
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.
 
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!
 
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 ...
 
This podcast asks who you are, how you could be remembered after you die, and if all that could be creatively encapsulated in your end of life plans. I would love to reevaluate the stigma of talking about this part of the life cycle and even find joy in thinking about what matters most to each of us. I hope that recording these ideas will be useful someday to each individual and their families. I also hope that sharing how we want to be remembered reminds us each of how we want to live. Sign ...
 
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.
 
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 ...
 
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 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 ...
 
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.
 
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show series
 
This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us some great advice on how you can navigate different career paths within the financial profession. In particular she focuses on marketing and operational roles. Laura gives us an insight into wha…
 
Senior student loan advisor Lauryn Williams, CFP®, CSLP®, sits down with one of SLP’s newest student loan advisors, James Mwombela, CFP®, to discuss the racial wealth divide and how it has impacted Black Americans’ ability to create wealth. The basis for today’s conversation is a Wall Street Journal article written in August 2021 titled “College Wa…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: 1. Adelaide top of the pops For the first time in a long time Adelaide is the highest performing capital city for the quarter, topping the charts with 5.7% …
 
My guests today are Landon Powell, Josh Brumbach, and Garrett Klinger, who are Financial Planning Students at the University of Georgia. Listen in as they explain what the Securities Industry Essentials (SIE) is and why they each wanted to pursue it, what the cost and process for registering entailed, and detailed insight as to what type of materia…
 
Welcome to The Hygge Planner Show. Today's episode is inspired by one simple statement: why would I waste paper on a dated planner when I don't feel/need to use it. I'm sharing ideas around 📌 #1 would have saved me tonnes of headaches as a student 📌 #3 was ultra useful when my Mom got a surgery 📌 #6 is on my desk everyday Loved this episode? Forwar…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re discussing whether you should be concerned that the market is swinging 1,000 points at a time. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your personal finances a facelift. E…
 
This week, Meg and Myra chat with Julie of @julies_plans to chat the history of the planner community. We wrap up the show to reflect on launch season this year, latest reality tv shows, changes to Patreon, and a new exclusive show ! Want to join in on our next live podcast recording and get exclusive access to our new show? Head over to our Patreo…
 
Andrea pays off properties early with cash flow while Nomading™. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0005/ Or, check out all of Andrea's episodes: https://RealEstateFinancialPlanner.com/andrea/…
 
Like the title says we’ve been managing a lot of change in our lives. Jamie shares the loss of family members and Colleen shares the new beginnings as a single lady. Plus we tell you all about our unplanned Shreveport adventure together this month! This episode was recorded on April 16th, 2022. Show Highlights Managing grief Feeling the sadness & e…
 
Michelle Petrowski joins us on the podcast to share about her journey as a career changer into financial planning, her work as a CFP and CDFA in the divorce space, the opportunities she had to help military families along the way, and what her firm is like now working with empowering women with both financial planning and life coaching. What I love…
 
As wedding planners, we are constantly looking for our ideal clients, but are we looking for the right set of characteristics? In this episode, we will discuss what wedding planners should be looking for in their ideal clients, and then we will dive deeper, discussing how incredibly important it is to be the ideal wedding planner for our ideal clie…
 
This week, Meg and Myra chats with Cain of @printpressions about how he got started and taking a chance on yourself. We wrap up the show to discuss the lates planner world news, Pride collections from companies, and a disappointing realization. Be sure to follow Cain on all social platforms @printpressions and Printpressions.com ! Be sure when you …
 
This week Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive (and quick!) career journey from a semi-professional rugby player, pulling pints in a pub, to company director. Dan is certainly in the younger demographic of financial professionals but he tells us ho…
 
I’m breaking down all the fluid elements swirling and often confusing even the most knowledgeable student loan loan experts. There’s just so much going on – and the U.S. Department of Education may or may not be concealing a backdoor form of relief via their complex waiver programs. What will happen if cancellation occurs? It’s not clear, but it’s …
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. RBA lifts the cash rate Breaking news! The cash rate was lifted last week by 0.25%, taking the cash rate to 0.35%. This is a change of tune…
 
In this episode, Dan chats with Florrie Holloway from Tumelo. They chat about green investing, the importance of education around this topic and also what investors can do to make a difference by engaging with their investments. Join our community: www.nextgenplanners.co.uk/join-our-community
 
Chloe Denning is an Analyst with Wealthstream Advisors based out of New York City, and she joins the show today to talk about how she pivoted from a successful career in the hospitality industry to jump into the financial planning profession. If you are in a career that serves people but are looking for a more rewarding and fulfilling role, this is…
 
This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it’s important for a P…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re discussing whether or not a recession is on the horizon. It kinda feels that way, doesn’t it? Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your personal finances a facelift. Ex…
 
Vastly underreported in the media, the IDR waiver is currently being portrayed as an option for tens of thousands who are eligible for PSLF or income-driven repayment. Join me as I discuss this once-in-a-lifetime opportunity, and how I see this as a way to help millions get forgiveness. Listen in as I break down all you need to know about the IDR w…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Thank you for the review! Cate shares a lovely review that we received in the apple podcast app. Not everyone is able to access expert advi…
 
In this episode, Dan chats with Lindsey Swanson from Stripper Financial Planning in Northern California. Here, they discuss how Lindsey works with adult entertainers and the stigma that they receive, why she decided to specialise in this area, and much more! Join our community: https://bit.ly/3rXxz9M…
 
Every once in a while, we like to give an update on what is happening in the job market, from what we’re seeing when it comes to compensation to what compensation packages are being accepted and rejected. Jesse Lineberry is a CFP and Account Executive with New Planner Recruiting, and he joins me today to talk about what he’s seeing with the recruit…
 
I promise that we recorded this episode on time. Like really, it did happen. As did me deleting the audio. So here is us re-recording the episode and finally getting it out there. Side note, did you know that you could have gotten this episode 7 days earlier by being a Patron for as little as $2 a month? Well, you totally can. Sponsor: Pen Chalet: …
 
Welcome to The Hygge Planner Show. Today's episode is all about PLANNING PARALYSIS (aka "I'm freaking out in front of the blank or not so blank page... my life s.... & I'm stuck"). I'm sharing about 📌 #1 not so obvious reason why you feel stuck 📌 why it's probably not your fault if you experience planning paralysis 📌 the dark sides of the blank pag…
 
This week, Meg and Myra are joined with their patreon members to discuss EC launch day orders, Simplified affiliate program, Makselife new refferal program, WIAM EC AAPI collab, update on LV planner thief, and expectations v reality in the planner community. Want to join in on our next live show? Head over to our Patreon to view the tiers that is b…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re talking to the Director of Education at Your Money Line, Kristen Ahlenius, about how shame impacts our finances. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your personal fina…
 
The temporary PSLF waiver is an amazing opportunity that offers expanded loan forgiveness for a limited time. Learn how you can use your knowledge of this once-in-a-lifetime program to help your friends get forgiveness on their loans before the October 31, 2022, deadline. Plus, I’m answering listener questions to clarify some points of the PSLF wai…
 
Andrea hires a professional property manager while Nomading™. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0004/ Or, check out all of Andrea's episodes: https://RealEstateFinancialPlanner.com/andrea/ Ho…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Victorian’s snubbed by the Federal Government Budget Looking at the Federal Budget infrastructure spend, it appears that Victoria has been …
 
Carolyn Stewart, Karlyn Jones, and Carman Franklin are financial planners with Abacus Planning based out of Columbia, SC. They join the show today to discuss their journeys in the financial planning industry, including their biggest fears about entering the profession and what the first few weeks were like at their new firm. If you are considering …
 
This week Sam is joined by Tom Skinner, co-founder and financial planning director for Barnaby Cecil. Today Tom shares his career journey and tells us why being employed didn’t work for him at all. He has now set up his own firm which allows him to put family time first. What is interesting is the way he went about building his business, surroundin…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re talking to friend of the show Joshua Becker. Joshua’s new book Things That Matter is available for purchase April 19th. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your person…
 
With the student loan pause, it’s likely that many of you haven’t made a payment in quite some time. So, how does repayment work when you’re fresh out of school? What do you need to know before starting to pay off your student loans? Join us, Lauryn Williams, CFP®, CSLP®, and Dan Rooker, CFP®, CSLP®, as we talk about the basics of student loan repa…
 
Andrea invests in stocks instead of investing in real estate using the Nomad™ strategy. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0003/ Or, check out all of Andrea's episodes: https://RealEstateFinan…
 
Surprise!! We couldn't wait until Thursday to release this special edition of #PlannersandWine featuring EC CEO Tonia and the Creative Director of Product Design Tara! We had such a great chat all about the LifePlanner launch and everything that went into it! Want to join in on our next live show? Head over to our Patreon to view the tiers that is …
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Could now be the time to buy? Today’s market is still a seller’s market, although not as crazy as last year. In our two capital cities, man…
 
Jun Shim is a financial planner with MyCFO4Life based out of Dallas, TX, and he joins the show today to share his journey into financial planning and why it is the right career fit for him. If you are stuck in a job outside of the industry and deeply desire to secure a true financial planning apprenticeship type role, this is an episode you won’t w…
 
Welcome to The Hygge Planner Show. In today's episode, I'm helping students from college, university, or even high school to flatten the stress curve when it comes to succeed during exams. I share: 📌 how I used this technique to finish Law School with honours 📌 the 3-step structure to move the needle without overwhelm 📌 the secret strengthen self-c…
 
This week, Megan and Myra discuss life updates, planner launch season, affiliates during launch season, Cynthia's Content sharer v Content creator, sharing life on podcast, and world news Want to join in on our next live show? Head over to our Patreon to view the tiers that is best for you and join today! JOIN HERE! Be sure when you share the show …
 
This week Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PFS and she is also a 2 x Financial Adviser of The Year winner (East Anglia and the Midlands) in the Women in Financial Advice Awards, wow! Today we talk about her career journey, from Paraplanner to Co-…
 
I share my personal story of how I went from struggling after a breast cancer diagnosis to being the CEO of a multi-six-figure, thriving online business AFTER I discovered this key missing ingredient. LINKS MENTIONED: Nail Your Niche Workshop: https://mimjenkinson.com/niche Join the BBD Wait List Tell me YOUR niche on Instagram! https://www.instagr…
 
Financial planning represents a classic kind of knowledge profession. As such, there is almost an infinite amount of information out there that you can continue to learn and grow to become better at your craft. Being constantly curious is a key skillset to succeed in this profession. I get asked frequently what are some of my favorite resources tha…
 
There are no guarantees when it comes to the future of federal student loans, but there are some clear data points and indicators — and I’m sharing my views on what will happen next. I’ll take questions from listeners and deconstruct several scenarios that could impact student loan repayment as we head into midterm election season. Between the poli…
 
Andrea is able to increase the rent she is able to get on her rentals by $100 per month per property. How does this compare to her baseline Scenario? See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0002/ O…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: 1. SA council takes matters into its own hands Pete shares the measures that the Karoonda East Murray Council in SA are trialing to grow their population. K…
 
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