A podcast for growth-minded financial advisors
…
continue reading
CFP® Podcasts
This is Ric Komarek, CFP where we talk about taxes, investments, insurance, estate and retirement planning
…
continue reading
Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you’re approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
…
continue reading
Invest smarter, master your money, live & give more
…
continue reading
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading

1
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
…
continue reading
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
…
continue reading
Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
…
continue reading
…
continue reading
Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
…
continue reading
Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
…
continue reading
Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
…
continue reading
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
…
continue reading
Invest for a Sustainable Future
…
continue reading
Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
…
continue reading

1
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
Invest for a Sustainable Future
…
continue reading
Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
…
continue reading
NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
…
continue reading
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
…
continue reading
Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
…
continue reading
Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
…
continue reading
An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
…
continue reading
Hey there, and welcome to the Financially Fit Couple! This podcast is all about answering the questions busy, married couples find themselves asking about their finances. I’m Matthew Gray, your host and a Certified Financial Planner. Join me as I interview topic experts and other couples just like you to find out how to pursue your goals and live financially healthy lives. Let’s get started!
…
continue reading
Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. David Ponka, Associate Editor of CFP, as they interview contributing authors to the journal each month. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
…
continue reading
Safer Retirement Radio is where you can get the transparency you deserve®. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it au ...
…
continue reading
Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
…
continue reading
Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
…
continue reading
Trust. Respect. Results (847) 749-2295 / [email protected]
…
continue reading
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
…
continue reading
Canadian Football coverage with a wide variety of voices to fit your listening needs. Follow us @CFPerspective on Twitter and Instagram for all CFP updates!
…
continue reading
Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
…
continue reading
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
…
continue reading
Weekly College football coverage and breakdown
…
continue reading
When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
…
continue reading
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
…
continue reading
Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information 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, ins ...
…
continue reading
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
…
continue reading
Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
…
continue reading
Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything f ...
…
continue reading
Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secret ...
…
continue reading

51
The Happy Retirement Show with Victor Gray and Colin Hurst
Victor Gray, RICP® and Colin Hurst, CFP®
Hosted by Victor Gray, RICP® and Colin Hurst, CFP®, The Happy Retirement Show is an educational resource designed to help you learn how to achieve a successful and fulfilling retirement. Each episode, Victor and Colin will share expert insights on building a solid foundation for your future. Tune in for thoughtful discussions on income planning, managing risk, tax planning, legacy building, and much more. Whether you're planning your retirement or already in it, the Happy Retirement Show is ...
…
continue reading
Looking for Beyond Finances? You're in the right place! Beyond Finances is now Money For Life, hosted by Eric Roberge, CFP and Kali Roberge. We’re back and focused on sharing our philosophy, action plans, and professional expertise on the financial planning strategies that help us, our clients, and now you, to create wealth that lasts a lifetime. I…
…
continue reading

1
Episode 534: The Financial Physician September 7, 2025
2:01:29
2:01:29
Play later
Play later
Lists
Like
Liked
2:01:29Argentina's Inflation History Gold And Silver Are Soaring, What Are They Telling Us? Job Market Getting Soft As Unemployment Rate Rises to 4.3% Stock Markets Are Very Risky Now RFK Jr. Spares With Senators Bought And Paid For By Big Pharma Trump Blows Up Venezuelan Narco Drug Boat, Is Madura Next? UK Goes Full "1984" On Censorship And Much More!!!…
…
continue reading

1
The OBBBA: Updates and Reference Material
59:45
59:45
Play later
Play later
Lists
Like
Liked
59:45It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also h…
…
continue reading
RicKomarek.com Hello, and welcome to your weekly market recap for the week ending August 29th, 2025. It was a week of two halves on Wall Street. Markets pushed to new records mid-week before a bout of selling pressure emerged ahead of the long holiday weekend. The major indices finished the week nearly flat after the late-week downturn. The S&P 500…
…
continue reading

1
Lessons from the Ultra-Wealthy: Smarter Planning for Real Life
36:41
36:41
Play later
Play later
Lists
Like
Liked
36:41Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth What do ultra-wealthy families prioritize when it comes to their money — and how is that relevant to your own retirement plan? In this episode, Tyler Emrick, CFA®, CFP®, breaks down the top three concerns that shape how the wealthiest families …
…
continue reading

1
God Blesses Yeses: What Long-Term Commitment Teaches About Wealth | Jessica Chominski
42:50
42:50
Play later
Play later
Lists
Like
Liked
42:50Today, Ben welcomes Jessica Chominski—financial advisor, Army Reservist, and mother of six—for a conversation that explores the intersection of vocation, sacrifice, and financial stewardship through a deeply Catholic lens. Jessica shares her journey from aspiring social worker and crisis pregnancy center founder to military officer and faith-driven…
…
continue reading

1
Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP®
50:33
50:33
Play later
Play later
Lists
Like
Liked
50:33Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast. In this episode, we discuss the often-overlooked aspects of retirement planning, focusing on the importance of understanding blind spots, the need for purpose in retirement, and the role of community. We explor…
…
continue reading

1
All-Canadian - A Weekend for the Huskies! (OUA + USPORTS Recap)
36:16
36:16
Play later
Play later
Lists
Like
Liked
36:16Connor and Wade are back to recap the week that was! As always the duo start off with the OUA Show, recapping every game from the Ontario conference. Later, we discuss the new kings in the East and another great weekend of CanWest football. Subscribe, review and tell a friend to help us bring you even more Canadian football content!…
…
continue reading

1
Top 5 Social Security Secrets Every 60-Year-Old Needs to Know
12:19
12:19
Play later
Play later
Lists
Like
Liked
12:19The hidden complexities of Social Security could cost retirees tens of thousands over a lifetime. While it may seem like a simple income source, the right strategy can dramatically improve your financial security. Claiming isn’t one-size-fits-all. Protecting a spouse, guarding against longevity risk, or maximizing investments each call for a differ…
…
continue reading
Given the crazy housing market, will I ever be able to afford a piece of real estate? Have a money question? Email us here Subscribe to …
…
continue reading
Pastor Drew Gysi and Tyler Rutherford talk about the heart problems behind consumer debt, and why debt may not always be a money problem. Subscribe to "Life in the Markets" Podcast Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Rev…
…
continue reading

1
Building your financial team, working with more than one planner, and how to vet professionals
37:40
37:40
Play later
Play later
Lists
Like
Liked
37:40Dr. Dan & Daniel discuss building your financial team, the issues in trying to work with more than one planner (or other professional in the same role), and how to vet potential professionals to help you with your financial, legal, and other needs. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To…
…
continue reading

1
Financial Advisors React To Money YouTubers (Part 4)
19:22
19:22
Play later
Play later
Lists
Like
Liked
19:22We're back reacting to some of our FAVORITE financial advice on YouTube. From Erin Talks Money to Humphrey Yang to the Internet's favorite dog (?), we've got a wide range of content for you (and us) to enjoy. Don't miss our take on these popular videos! Jump start your journey with our FREE financial resources …
…
continue reading

1
Is an 8x multiple on a $1M EBIDTA a good deal? A transition convo with Nathan Hayes
1:05:47
1:05:47
Play later
Play later
Lists
Like
Liked
1:05:47Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. In this episode, we discuss the complexities of business valuation and exit planning for optometry practices. We explore the importance of understanding cash flow, market multiples, and the necessity of being exit ready at all times. The conversation delves into the f…
…
continue reading

1
Retirement Dreams or Retirement Nightmares? Lessons from Today’s Retirees
20:59
20:59
Play later
Play later
Lists
Like
Liked
20:59"Only 5% of retirees say they’re living the dream and 19% are living the nightmare." says Deb Boyden in an article from Yahoo Finance. Deb provides three lessons to protect your future, which we dig into to see how it applies to your retirement: Lesson 1: You’re Probably Not Saving Enough Lesson 2: Expect the Unexpected Lesson 3: Winging It Won’t G…
…
continue reading

1
Estate Planning Made Simple and How to Handle Family Loans
32:09
32:09
Play later
Play later
Lists
Like
Liked
32:09Learn how to build a simple estate plan and lend or repay family money without hurting your relationships. What’s the first thing to do when creating an estate plan? What’s the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/ad…
…
continue reading

1
Do We Have Enough To Retire at My Age 59.5?
23:29
23:29
Play later
Play later
Lists
Like
Liked
23:29My calculations tell me we're okay, but now I'm wondering if we can retire even earlier than originally planned? Have a money question? Email us here Subscribe to …
…
continue reading

1
Medicare Advantage Brokers and You – Staying Safe & Asking Smart Questions
20:03
20:03
Play later
Play later
Lists
Like
Liked
20:03In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq sit down with Medicare specialist Shawn Southard to unpack the recent developments around Medicare Advantage brokers, broker compensation, and the impact of a federal court ruling on CMS Medicare rules. With Medicare open enrollment and aggressive Medicare marketing…
…
continue reading

1
Navigating Cash Crunches: Should You Press Pause on Retirement Savings?
26:47
26:47
Play later
Play later
Lists
Like
Liked
26:47In this episode of Five Minute Finance, Mike Morton and Matt Robison dig into the reality of the midlife “cash squeeze.” From kids’ sports and college to aging parents and the uptick in everyday expenses, money feels tight. They’ll discuss when it’s actually okay to pause retirement contributions, the dangers to watch out for, and how to create a s…
…
continue reading
Ever wonder what becomes of the things you’ve worked hard for after you’re gone? This episode takes a closer look at the idea of legacy planning and why it matters. We’ll talk about the importance of making your wishes clear, preparing for the future, and thinking through the steps that can help bring peace of mind to you and your loved ones. For m…
…
continue reading
Hans and Robby are back again this week with a brand new episode! This week, they discuss social security trust fund accounting. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or c…
…
continue reading

1
Social Security, HSA Reimbursements, and MYGAs: Q&A #2536
1:09:29
1:09:29
Play later
Play later
Lists
Like
Liked
1:09:29Jim and Chris discuss listener questions on surviving spouse Social Security benefits and Roth conversions, SSDI and pensions, the Social Security Fairness Act, managing large HSA reimbursements, and choosing between MYGAs and the TSP G Fund. (7:45) George asks whether Roth conversions count toward the earnings test when planning to claim his survi…
…
continue reading

1
5 Financial Strategies from the NFL Playbook
19:31
19:31
Play later
Play later
Lists
Like
Liked
19:31Football season is here, and so are the lessons we can borrow from the field to improve our financial game plan. Just like an NFL team can’t win without balance, your retirement strategy needs more than one play. In this episode, Jake and Nick draw from the NFL playbook to show how offense, defense, special teams, coaching staff, and even audibles …
…
continue reading

1
We asked 1,000 millionaires how they got rich. Here’s what they said.
36:16
36:16
Play later
Play later
Lists
Like
Liked
36:16We unpack what the wealthy actually do with their money - backed by our Abound Wealth client survey. You’ll learn their net worth, their education, their savings rates, and their spending habits. You might be shocked to see just how few got an inheritance to reach $1M! Jump start your journey with our FREE financial resources…
…
continue reading

1
Retiring at 65 Might Be Too Late (Here’s Why)
9:37
9:37
Play later
Play later
Lists
Like
Liked
9:37Most retirement plans focus on money alone, but the equation is incomplete without factoring in healthspan. Lifespan is how long someone lives, but healthspan is the number of years spent in good physical and cognitive health. The gap is significant. The average American lives to 77, but healthspan often ends around 66. This creates a retirement pa…
…
continue reading
I hate feeling stupid and don't want to be the dope that is too lazy to take an interest in how my money is managed. What's our next step? Have a money question? Email us here Subscribe to …
…
continue reading
Explore the three stages of RIA growth—fitting, producing, and scaling—as Jordan breaks down the unique challenges and success factors of each phase for financial advisor founders balancing practitioner and executive roles.By Elements
…
continue reading
Connor and Wade are here to get you set for all of this weekend's USPORTS football action. The pair start off in the OUA before moving across the country! Subscribe, review and tell a friend to help us bring you even more Canadian football content.
…
continue reading

1
Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks
17:47
17:47
Play later
Play later
Lists
Like
Liked
17:47What happens when growth changes a company? We’ve all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lost. But does growing always mean losing what made you special? At Root, we think about growth differently. We use “anti-goals” to define what we never want to become, with checks in place so expansion…
…
continue reading

1
Why Refis Are Spiking and How to Optimize Your 401k Target-Date Fund for Long-Term Growth
28:02
28:02
Play later
Play later
Lists
Like
Liked
28:02Learn when a refi saves money and how target-date funds work, including fees and when to pick a later fund year. What exactly is a target-date fund, and when should you move your date? How do you know if now is a good time to refinance a house? Hosts Sean Pyles and Elizabeth Ayoola discuss mortgage refinancing and target-date funds to help you unde…
…
continue reading
What's the best way to manage four different annuities, plus Social Security, during my retirement years? Have a money question? Email us here Subscribe to …
…
continue reading

1
1107-The Importance of Excellent Infrastructure for Big Impact
29:34
29:34
Play later
Play later
Lists
Like
Liked
29:34
…
continue reading

1
Are You Beating the Average American? The 2025 Financial Mutant Survey
1:03:23
1:03:23
Play later
Play later
Lists
Like
Liked
1:03:23Are you doing better than the average American and should that even be the benchmark? We discuss the median American’s financial assets by age, answer real-time audience questions on Roth IRAs, emergency funds, car debt, and early retirement, and invite you to participate in our 2nd Annual Financial Mutant Survey. This is your chance to see how you…
…
continue reading

1
Getting Clients to Open Up: A Framework for Financial Advisors
24:09
24:09
Play later
Play later
Lists
Like
Liked
24:09Advisors often face a gap between what clients ask for and what they truly need. Retirement projections and tax strategies are important, but beneath them is a deeper desire for clarity, purpose, and a meaningful life. In this episode of Root Ready, James shares a framework that builds trust and guides conversations beyond the numbers. Research sho…
…
continue reading

1
The $14 Million "Problem": Jennifer's Journey to a Joyful, Work-Optional Life, Ep 154
48:57
48:57
Play later
Play later
Lists
Like
Liked
48:57Join us for a truly inspiring conversation with Jennifer, who's redefining retirement on her own terms! We dive deep into her desire to retire sooner rather than later, ideally without a mortgage still in play, and how she's navigating the unpredictable market with confidence. Jennifer shares her vision for a leisure-filled life, complete with trav…
…
continue reading
The calculators tell me I'm okay for retirement, are they correct? Have a money question? Email us here Subscribe to Jill on Mon…
…
continue reading

1
Behavioral Finance in Retirement Planning: EDU #2536
1:28:56
1:28:56
Play later
Play later
Lists
Like
Liked
1:28:56Chris’s Summary Jim and I look at behavioral finance in retirement planning, noting that spending from secure income feels safer while drawing from assets feels like a loss. People resist balances going down after decades of saving, even though the money was built to be spent. We highlight how framing savings as deferred spending and covering the M…
…
continue reading

1
The best thing you can do with your money in the next 3 months
10:49
10:49
Play later
Play later
Lists
Like
Liked
10:49Are you wondering what the best thing you can do with your money is right now? In this episode, you’ll discover the simple step that can put you miles ahead on your financial journey: tracking your spending for the next three months. You’ll hear real-life stories that show how easy it is to underestimate your expenses—and why knowing where your mon…
…
continue reading

1
Rule Breaker Investing with David Gardner
43:56
43:56
Play later
Play later
Lists
Like
Liked
43:56This week we are honored to have the Co-Founder and Chief Rule Breaker of The Motley Fool, David Gardner, join the show. David has an unbelievable investing track record, and his new book Rule Breaker Investing is his formula for success. We know many of our listeners are excited to hear David's thoughts! Send us a text Send your questions for upco…
…
continue reading

1
Time is Money: The Truth About How Long Flipping Really Takes (and When to Start)
21:27
21:27
Play later
Play later
Lists
Like
Liked
21:27Think flipping houses takes too much time? In this episode, Dawn Dahlby and Dyan Nielsen bust the myths around how long a fix-and-flip really takes — and reveal why the right time to invest in real estate is always now. Learn the difference between quick 90-day flips and full rehabs, the profit potential of each, and the proven system that keeps pr…
…
continue reading

1
Retiring Early? Use the Rule of 55 To Unlock Retirement Freedom
11:04
11:04
Play later
Play later
Lists
Like
Liked
11:04Trying to retire before 60? Creating income for yourself can be tough and can cause penalties if you aren't careful... That's where the Rule of 55 can be helpful and allow you to take money from your employer retirement plan without early distribution penalties, if you satisfy all of the rules. In this episode, I share what the Rule of 55 is, why i…
…
continue reading

1
All-Canadian - CanWHAT?! (OUA + USPORTS recap)
52:01
52:01
Play later
Play later
Lists
Like
Liked
52:01The boys are back with the week 2 recap! The episode starts off with the OUA Show as Wade and Connor recap all the action from the Ontario conference. Later the duo run through the insanity that was the opening weekend in the CanWest before moving on to the rest of Labour Day Weekend action. Subscribe, review and tell a friend to help us bring you …
…
continue reading

1
How to Avoid the Widow’s Tax (Before It’s Too Late)
17:30
17:30
Play later
Play later
Lists
Like
Liked
17:30When one spouse passes away, the survivor often faces what is known as the “widow’s tax.” It is not an official IRS tax, but the impact of moving from married to single tax brackets. A couple earning $120,000 in the 12 percent bracket can see the surviving spouse pushed into the 24 percent bracket with the same income. This tax bracket compression …
…
continue reading
With Roth conversions permitted within my workplace retirement plan, what's the best way to handle the taxes? Have a money question? Email us here Subscribe to …
…
continue reading

1
258: Kids & The Big Beautiful Bill (OBBBA part 4)
42:04
42:04
Play later
Play later
Lists
Like
Liked
42:04Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss how the One Big Beautiful Bill Act impacts kids & youth. Read the Bill here Subscribe to "Life in the Markets" Podcast Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: Stewa…
…
continue reading

1
What It’s REALLY Like to Build Wealth in the Military | Making a Millionaire
1:09:22
1:09:22
Play later
Play later
Lists
Like
Liked
1:09:22Fifteen years ago, they were $35,000 in debt and struggling to make minimum payments. Today, before turning 40, they have a $4 million net worth and a path to financial independence. We uncover the mindset shifts, real estate strategies, and honest money conversations that fueled their journey. Jump start your journey with our FREE financi…
…
continue reading