A podcast for growth-minded financial advisors
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CFP® Podcasts
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 ...
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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.
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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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.
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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.
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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 ...
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Financial Q&A Show - Financial Advisor Jayson Thornton, CFP - REACTS to your Money Questions *Disclaimer* Financial Coaching during the podcast is NOT personal investment advice, No CFP-Client relationship is established by submitting a question to the show. https://www.pocketwatcher.net [email protected] ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC
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On this finance podcast for Millennials, Kevin Mahoney, CFP® connects personal finance advice to specific steps you can take toward greater financial wellness. Are you among the many Millennials ready for more financial clarity and confidence?
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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.
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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.
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Invest for a Sustainable Future
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Invest smarter, master your money, live & give more
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Invest for a Sustainable Future
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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 ...
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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
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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.
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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.
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Welcome to TaylorMade Retirement! Featuring Taylor Demars, a 3rd-generation financial advisor and CFP®, this podcast explores what it really takes to build a retirement that works- for your money and your life. Each episode breaks down strategies, stories, and steps to help listeners approach retirement with clarity and confidence. From cutting taxes to avoiding common retirement traps, Taylor draws on decades of family expertise to make complex financial ideas easy to understand. Because li ...
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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 ...
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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 ...
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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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.
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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!
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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 ...
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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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.
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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.
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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.
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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.
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Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.
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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
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Weekly College football coverage and breakdown
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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 ...
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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!
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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.
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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 ...
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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 ...
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Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
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This is Ric Komarek, CFP where we talk about taxes, investments, insurance, estate and retirement planning
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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 ...
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Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance. Join Katherine – a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes – for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing. She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're deal ...
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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
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3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqggSchedule a meeting with Mark at: https://www.attleborowealth.com/discoveryTrump accounts are coming in January 2026 and there are a lot of questions out there about these new savings vehicles. I discuss details and answer some of those questions in this week’s episode.Mark Byelich is a…
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Retire at 55 vs 65: How Life Actually Looks Different
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Most people think choosing between retiring at 55 vs 65 comes down to one question: Do you have enough money to stop working early? But after working with hundreds of retirees, Taylor has identified stark differences that go far beyond your savings account. Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an intro…
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Using Money to Buy Back Time: Smart Strategies for Outsourcing Across Your Life
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Are you constantly running on empty, juggling work, family, and endless household tasks? Then you may need to take advantage of an often-underutilized strategy for high-earning professionals: use your money to buy back your time. No, you should NOT do everything yourself, and we don't believe outsourcing is some kind of sign of moral failing or jud…
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Episode 544: The Financial Physician November 16, 2025
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Annual Financial Physical: Your Cash Flow Pulse A 50 Year Mortgage, Good Or Bad? End Of Life Financial Mistakes Are The Most Costly Government Shutdown Ends, Loser Dems Eat Their Own Say Goodby To The Penny Would You Eat Cloned Food? 1 In 5 Teens Have A Relationship With An AI Chatbot, What Could Go Wrong? And Much More!!!…
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How to Get A $25,262 Healthcare Tax Credit Even If You Are Affluent
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For many retirees, healthcare costs before Medicare can be one of the biggest financial shocks — often exceeding $25,000 a year. But with the right planning, that same $25,000 can turn into a tax credit instead of an expense. In this episode, T…
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Anaplasmosis: An emerging threat in Canada
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With climate change the distribution of ticks is extending throughout Canada and along with that the increasing risk of tick-borne infectious diseases. Join CFP Editor Dr. Nick Pimlott and Associate Editor Dr. David Ponka as they discuss the rise in tick-borne illnesses such as Lyme disease along with previously less commonly seen diseases like Ana…
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What If You Fall Short of Your Retirement Savings Goal?
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Today’s listener question gets right to the heart of retirement planning: how much is enough? They’ve saved a lot, but not quite what they hoped. So can they still retire comfortably, or is that magic number just out of reach? WAYS TO CONNECT: Website: https://www.johnchoi.net/ Phone: 847-247-0850 Blog: https://bit.ly/3CNltG2…
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What If Thomas Aquinas Was Your Financial Advisor? | Chris Schilmoeller
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Today, Ben is joined by Chris Schilmoeller—Orlando-based financial advisor and former FOCUS missionary—for a deep dive into what it might mean to have Thomas Aquinas as your financial advisor. Chris reflects on his own journey from campus evangelization to financial planning, sharing how Aquinas’s emphasis on order, integration, and the proper end …
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Alternative Investments: Diversifying Beyond Stocks and Bonds Introduction In today’s financial environment, stock markets are reaching all-time highs, and interest rates are on a downward trend. This combination creates a challenging situation for investors relying on traditional income-generating assets like stocks, bonds, and CDs. With stock pri…
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Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
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Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
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Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
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Tax Updates You Can’t Afford to Miss
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The IRS just released the 2026 tax updates and they’re full of major changes that impact your retirement accounts, your deductions, and your long-term tax planning. We break down new contribution limits for 401(k)s, IRAs, HSAs, SIMPLEs, and more, plus important updates to tax brackets, the SALT deduction, child tax credits, and upcoming rule expans…
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The Wake-Up Call That Made Him Retire 10 Years Early | Retirement Reality
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A cancer diagnosis changed everything. When Michael’s wife began chemo, time took on a new meaning. The long-term financial plan suddenly felt secondary to the years they still had together. That wake-up call led Michael, then 57, to retire a full decade earlier than planned, trading more income for more life. In this conversation with James, Micha…
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Why We Wait Until the Third Meeting to Talk About Investments (and Why It Works)
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This episode of Root Ready digs into one of the most overlooked parts of the client process: the proper timing for investments to enter the conversation. It’s a masterclass in pacing, patience, and purpose. You will walk away from this video knowing how smart advisors earn trust and set the foundation before talking portfolios. James unpacks why gr…
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E282: How to Use the "Rule of 55" for Early Retirement
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Most people believe their retirement accounts are completely off-limits until age 59½. But there are several ways to access your retirement funds earlier, including something called the Rule of 55.By Michael Reynolds, CFP®
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John and Rich dive into the hard but necessary work of setting boundaries, letting go of people-pleasing, and choosing peace over approval. They talk about recognizing one-sided relationships, protecting your energy, and why saying “no” is actually an act of self-respect. A practical, honest conversation for anyone feeling stretched thin or ready f…
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Navigating Your "Enough" in Retirement with Claudia, Ep 165
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Ever wonder if you truly have enough to retire, or if your long-term plans are actually achievable? This week, we dive deep with Claudia, a bright, resourceful, and wonderfully human individual who, despite a significant net worth, finds herself grappling with the emotional side of financial independence. We tackle her core question: should 60% of …
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If you would prefer to miss Jim’s update on his broken-down truck and recent travels you can skip ahead to (12:45). Chris’s SummaryJim and I walk through QLAC rules and explain how qualified longevity annuity contracts fit into our Secure Retirement Income Process™ for people who want reliable income later in life. We look at […] The post QLAC Rule…
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Your Questions Answered | Evaluating ETFs & Withdrawal Order
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In this Q&A episode of the Canadian Money Roadmap Podcast, Evan answers two listener questions: How do TD ETFs compare to other providers like Vanguard and BlackRock? Evan breaks down the differences, explains why TD funds may get less attention, and shares what to look for when evaluating ETFs for your portfolio. What’s the best order to withdraw …
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Does a 50 Year Mortgage Make Sense? - Mailbag Episode
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Could a half-century loan be the answer to the housing crisis, or is it a financial nightmare waiting to happen? We break down the pros, cons, and the brutal amortization schedules of 50-year mortgages to see who actually benefits. Plus, we’re emptying the mailbag to cover the specific financial hurdles you are facing right now. Tune in to this wee…
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$28 Wealth Course, is it a Scam? - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about a $28 Wealth Course called "Learn How 2 Legally Rob the Banks" is it a Scam?AI Re-Enactment of REAL question submitted by a subscriber. FREE Consultation!https://www.thornton-financial.com/free-consult Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE FINANCIAL PLAN…
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Episode 298: The Rising Cost of Healthcare - What You Need to Know for 2025 with Cole Craven
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If you’ve been hearing more talk about health insurance costs lately — you’re not alone. From higher renewal premiums to open enrollment decisions, healthcare has become one of the biggest line items in many household budgets. In this episode, Melissa Joy, CFP®, talks with Cole Craven, co-founder of Move Health, about what’s really happening with h…
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Is a Mortgage the Best Way to Finance a Home
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Ready to buy your dream home but stuck wondering whether to take out a mortgage or pay cash? Let’s cut through the confusion and break down the real deal — the pros, the cons, and what it means for your money and your future. If you want to make a smart move without the stress, this one’s for you! Plus, find out how a free Cross-Border Financial Ev…
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269: How do I Know if my Financial Plan is Working?
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss how to know if your financial plan is actually working. We'll find out that plans are useless, but planning is everything. Subscribe to "Life in the Markets" Podcast Buy our new book: The Good Steward See the show notes here! Learn more at: StewardologyPodcast.com S…
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50 Year Mortgages, Asking for a Raise, and Looking for Other Opportunities
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Dr. Dan and Daniel discuss the proposal to introduce 50 Year Mortgages into the housing market, the process of asking for a raise, and things to consider when looking for other opportunities. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://ca…
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Financial Advisors React to Money Advice with Humphrey Yang
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Viral clips make big promises...so we brought Humphrey Yang to test them. We unpack the “drop to the 12% bracket” myth, rent vs buy math, why being frugal scales (even for LeBron), the ETF overlap trap, and the market timing that works. Practical steps, zero fluff. Jump start your journey with our FREE financial resources…
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Generational Wealth Built from Scratch and an Emergency Fund on a Deadline
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Learn how first-generation earners build wealth and how to grow an emergency fund before a possible job loss. How do first-generation earners start and protect generational wealth? How can you bulk up an emergency fund fast if layoffs are looming? Hosts Sean Pyles and Elizabeth Ayoola discuss first-generation wealth building and how to build an eme…
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Major charitable-giving changes are set to take effect next year under the One Big Beautiful Bill Act. As a result, 2025 may be the best—and possibly last—great year to make a big charitable gift and get the full tax benefit in the same year. Listen in to hear the changes that take place in 2026 that could make 2025 the best year to use donor advis…
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4 Tax Strategies to Lower Your 2025 Tax Bill
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss four powerful tax strategies you can start looking at now to lower your 2025 tax bill and create more long-term flexibility in retirement. They unpack the difference between simple tax filing and true tax planning, walking through how proactive tax projections, IRA tax pl…
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Worried about the Stock Market? Don't Forget about Your College Savings!
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In this episode of Five Minute Finance, Matt Robison and Mike Morton tackle the “when later becomes now” moment for parents approaching college costs. They explain how to review and adjust your 529 investments, what a glide path is, when to rebalance, and how to make sure your plan matches your goals. Find out more about Mike at https://www.mortonf…
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Did I Get Scammed by Whole Life Insurance? - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about Whole Life Insurance vs Term Life Insurance and Investing. FREE Consultation!https://www.thornton-financial.com/free-consult Got Money Questions? Ask JThttps://www.pocketwatcher.net/*Disclaimer*Financial Coaching during Livestreams and videos is NOT personal investment advice, …
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Should I get a $150K Loan to Invest in Crypto with a Mentor - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about getting a S150,000 Loan to Invest in Crypto with a MentorFREE Consultation!https://www.thornton-financial.com/free-consult Got Money Questions? Ask JThttps://www.pocketwatcher.net/*Disclaimer*Financial Coaching during Livestreams and videos is NOT personal investment advice, No…
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Can I Buy a New $50,000 Truck at 15% Interest? - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about buying a New Truck for $50,000 at 15% APR to start a new side business.FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.pocketwatcher.net/Got Money Questions? Ask JThttps://www.pocketwatcher.net/*Disclaimer*Financial Coa…
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I was Scammed by a Fake Guru, now I'm BANKRUPT! - Financial Advisor Q&A
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24:23
Financial Advisor Jayson Thornton, CFP -- REACTS -- to question about Fake Guru Business Mentorship, Debt, Bankruptcy and Budgeting.FREE Consultation!https://www.thornton-financial.com/free-consult Got Money Questions? Ask JThttps://www.pocketwatcher.net/*Disclaimer*Financial Coaching during Livestreams and videos is NOT personal investment advice,…
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My Title Loan is Killing Me! - Financial Advisor Q&A
11:39
11:39
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11:39
Financial Advisor Jayson Thornton, CFP -- REACTS -- to Money question about high cost title loan.FREE Consultation!https://www.thornton-financial.com/free-consult Got Money Questions? Ask JThttps://www.pocketwatcher.net/*Disclaimer*Financial Coaching during podcast is NOT personal investment advice, No CFP-Client relationship is established by subm…
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1
The Secret Cost of Claiming Social Security Too Early (or Too Late)
14:28
14:28
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14:28
Forget the race for the biggest Social Security check. The real question isn’t how high your benefit can go, it’s how well it fits your life, taxes, and long-term plan. In this episode, James breaks down how the timing of your claim shapes everything: portfolio resilience, tax efficiency, survivor benefits, and the freedom to retire when you want, …
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1
All-Canadian - Mitchell/Uteck Bowl Preview
21:17
21:17
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21:17
Just two games left in the 2025 USPORTS Football season! Connor and Wade preview both the Mitchell and Uteck Bowl games ahead of this weekend's national semi-final matchups. Subscribe, review and tell a friend to help us bing you even more Canadian football content.
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Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546
1:19:03
1:19:03
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1:19:03
Jim and Chris discuss listener questions on Social Security claiming timing with a listener PSA on application details, Social Security earnings rules at FRA, estate planning organization systems, and restrictions for annuity payments. (15:30) Georgette shares a PSA about the Social Security application process and asks whether applying for benefit…
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1116-Friday Q&A: Faster Progress Towards FI, Moving Closer to Family, Opinion of Brazil, Stress and Panic Attacks
1:53:41
1:53:41
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1:53:41
On today's Friday Q&A we discuss: I've made enormous progress; how do I keep going towards FI? Should I switch states to be closer to family? What does Joshua think about Brazil? How do you handle stress and panic attacks? Enjoy! Joshua To join me on next week's show, go here: https://patreon.com/radicalpersonalfinance…
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Can They Retire Early Without Regret? | Real Case Study.
22:42
22:42
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22:42
Mike and Julie were in their early 60s—and they were ready to retire. The only problem? They didn't feel READY, the market felt SHAKY, and they weren't sure if leaving work now would jeopardize their future. They wanted freedom, but they also wanted peace of mind. Today, Certified Financial Planner Tori Ten Hagen will be walking us through the case…
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What is Considered Good Debt vs Bad Debt?
21:11
21:11
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21:11
Is all debt truly harmful, or can it actually help you achieve your retirement goals? In this episode, Nick and Jake reveal how understanding the difference between good and bad debt can reshape your financial future. Discover whether being debt-free is always best, or if keeping certain debts could boost your flexibility and security in retirement…
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The Ultimate Money Rules: Simple Steps to Build Wealth Fast
33:01
33:01
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33:01
We’ve gathered decades of financial experience into one powerful episode. From student loans to investing, we share our most important rules of thumb - the guardrails that keep your money decisions simple and your future secure. Learn the proven steps to take control of your finances and build real wealth, one rule at a time. J…
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Feeling uneasy about your investments with 2026 just around the corner? Let’s cut through the noise and get you back in control. Discover how to spot market warning signs, avoid panic moves, and protect your retirement income—even if you’re juggling money across borders. Plus, find out how a simple, no-pressure financial checkup could be the game c…
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1
Beyond Investment: A Deep Dive into Monetary Systems and Precious Metals
37:54
37:54
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Adam Koós sits down with David Morgan—monetary system critic, precious metals analyst, and founder of The Morgan Report—to discuss the fragile state of today's financial system, what history teaches us about currency and freedom, and why investors should pay close attention to silver and gold. David brings over four decades of market experience and…
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What It’s Really Like to Be a Client of a Financial Advisor
13:30
13:30
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Ever wonder what it’s actually like to work with a financial advisor long-term? In this episode, Taylor pulls back the curtain on the client experience, from regular check-ins and tax planning to navigating life’s biggest transitions. Discover how true planning goes far beyond numbers, focusing on relationships, strategy, and lifelong financial con…
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