A podcast for growth-minded financial advisors
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CFP® Podcasts
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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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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This is Ric Komarek, CFP where we talk about taxes, investments, insurance, estate and retirement planning
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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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Invest smarter, master your money, live & give more
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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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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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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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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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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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Invest for a Sustainable Future
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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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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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Invest for a Sustainable Future
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
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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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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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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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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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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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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.
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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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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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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 ...
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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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Weekly College football coverage and breakdown
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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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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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Trust. Respect. Results (847) 749-2295 / [email protected]
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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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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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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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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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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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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/
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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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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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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 ...
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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 ...
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Episode 537: The Financial Physician September 28, 2025
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Gold And Silver Are Soaring...............Best Ways To Buy It Things To Do The First 90 Days After Death Of A Spouse How To Claim Tips And Overtime Deductions On 2025 Income Tax Accountability Finally Begins: James Comey Indicted Is Trump DOJ Going After Obama? ANTIFA Named A Terrorist Organization, More To Come And Much More!!!…
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Schedule a meeting with Mark at: https://www.attleborowealth.com/discoveryIt's time to start planning for Year-End 2025! Join me as I discuss important dates and deadlines for your financial planning and tax-efficient strategies. Tune in to hear the details.By Mark Byelich, CFP®
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This year marks the 40th anniversary of the Rourke Baby Record (RBR), a tool first developed by Drs. James and Leslie Rourke in their family practice in Goderich, ON to help them better care for babies and toddlers in their practice. The first version of the RBR was published in Canadian Family Physician in 1985 and since its initial publication it…
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Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth It will soon be that time of year again … the fourth quarter. Before you get swept up in the holiday season, it’s the perfect time to take stock. Have you accomplished the financial goals you set for yourself this year? If not, there’s still ti…
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Is the Wealth Gap a Sign of Injustice? What’s Fair? | KJ Smith
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Today, Ben welcomes KJ Smith—financial advisor, theologian, and founder of Ethos Logos Investments—for a conversation about what it means to bring Catholic social teaching into the heart of financial life. KJ shares how his unlikely pairing of finance and theology has become a vocation, shaping his mission to help Catholics invest in ways that hono…
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Financial Risk Worth Taking (and Risks You Should Avoid)
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Is all risk bad? How can you tell how much risk you should take, or know when you’re not taking ENOUGH risk to earn the return you need? What’s more important, risk tolerance or risk capacity? With 2025's market volatility creating concern and worry for investors, we’re exploring why no investment worth making is without risk… and why trying to avo…
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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…
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Do you have any Super Dollars? (Roth Mailbag)
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Your Catch-Up Contributions Are Changing! This week, Ross and Dan dive into the new guidance from the Treasury Department that will redefine how high earners over age 50 make their 401(k) catch-up contributions. The new rule mandates Roth contributions for certain savers, forcing many to lose a key pre-tax deduction. We break down who is affected, …
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5 Signs You Should Fire Your Financial Advisor
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Most people stay with the wrong financial advisor far too long: out of loyalty, inertia, or fear of starting over. But the cost of sticking with the wrong person can be measured in dollars, stress, and lost years you can’t get back. 5 Signs You Should Fire Your Financial Advisor 1. They always say “ask your CPA” instead of doing proactive tax plann…
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Episode #9 - Estate Planning Demystified with Beth Driver
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In this episode of the Financially Fit Couple, Matthew Gray is joined by Beth Driver, an attorney specializing in estate planning at Evans Driver in Harrisonburg, Virginia. Together, they explore the importance of estate planning for married couples aged 30 to 50 with children at home. Beth shares her personal journey into estate planning and discu…
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262: “I Wish I Had More Money” - 7 Things to Know
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Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss a passage of Scripture that helps combat the love of wealth. 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.…
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Bridging The Healthcare Gap: Planning For ACA Subsidy Expiration And Early Retirement Costs (114)
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On episode 114 we lay out how the potential expiration of enhanced ACA subsidies after 2025 could affect early retirees and what can be done ahead of time to prepare. Practical planning moves to manage MAGI, use HSAs, shore up cash flow, and keep retirement on track without panic. • Expanded subsidies, what they did and why they matter • When the e…
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Daniel asks Dr. Dan the WSJ's Jason Zweig's "19 Questions to Ask a Financial Advisor," and they discuss how their answers align and differ from Zweig's answer key. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planner…
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Roth Conversions Just Got More Complicated (OBBBA Update)
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The OBBBA was passed back in July 2025, but now Roth conversions are more confusing for retirees. The new senior deductions might be helpful for some, but for those who were planning to do Roth conversions could have some tough decisions to make. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2025 PD…
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The legal side of selling to PE: setting expectations the right way
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Let's discuss the legal intricacies of exiting a practice, particularly in the context of private equity transactions. On this episode, David Cohen and I explore the importance of managing expectations for sellers, understanding the valuation process, and the implications of debt and real estate ownership in practice sales. Our conversation emphasi…
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The Truth About $250,000 Saved by 42 | Making a Millionaire
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They didn’t start early, but they did start. In this candid conversation, we unpack how a couple in their 40s paid off debt, now saves ~30% (maxing 401(k)s, Roth IRAs, and brokerage), slashed college costs with dual enrollment, and is planning a values-first move to the Pacific Northwest. Real numbers, real trade-offs, and a roadmap you can copy. …
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The Hidden Estate Tax Lesson in the $1.8 Billion Powerball
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Winning the lottery may be rare, but estate tax mistakes aren’t. In this episode, we use the recent $1.8 billion Powerball jackpot to highlight how generational wealth can be eroded by estate taxes and how tools like a BDIT can help protect growth assets. We’ll also show why this strategy isn’t just for lottery winners, but for anyone holding asset…
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Roth Conversions after One Big Beautiful Bill
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Our retirement headline is from a ThinkAdvisor article titled "Ed Slott: Roth Conversions Are Trickier Under New Tax Law" by Melanie Waddell. “With the extended tax cuts under President Trump’s recently passed tax and spending law, ‘Roth conversions should be accelerated to take advantage of more years of low tax rates,’ according to Ed Slott of Ed…
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Approaching Year End: What Should I Be Thinking About?
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As the year wraps up, our host Tim Pope highlights key planning reminders for pilots: open enrollment choices, tax strategies, 401(k) adjustments, and life changes like marriage, kids, or PCS moves. He also covers Roth conversions, gain harvesting, FSA timing, and estate document updates. What You'll Learn from This Episode Open Enrollment Consider…
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Stop Overpaying With Miles: The Redemption Rules Smart Travelers Use in 2025
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In a special presentation of Smart Travel, learn what your points and miles are really worth in 2025 — and why the answer might change how you book travel. Should you take a $650 flight voucher or 32,500 miles? How much are your points and miles actually worth? Smart Travel hosts Sally French and Meghan Coyle break down the latest NerdWallet valuat…
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The Fed Just Cut Rates - What It Means for Your Retirement
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the recent Fed rate cuts and what they mean for your retirement. After years of historically high Federal Reserve interest rates, the first rate cut of 2025 signals an important turning point for retirees and those planning retirement. With retirement interest rates shift…
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Building a strong foundation is key to approaching retirement with confidence. In this video, we explore the essential steps and strategies that help create a solid base for your financial future. From understanding your goals to organizing your resources, laying the groundwork early can make navigating later stages smoother and more effective. Dis…
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Why Accumulation Strategies Fail in Retirement | Episode 140
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In Episode 140 of Safer Retirement Radio, Brian Decker and Arrin Wray reveal the critical distinction between accumulation and distribution strategies—and why using the same approach in both phases of life can be financially devastating in retirement.They unpack:Why traditional pie chart portfolios are not retirement plansThe danger of using the 4%…
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Alternative To Fixed Income - Asset Allocation
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Hans and Robby are back again this week with a brand new episode! This week, they discuss the an alternative to fixed income with asset allocation. 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 hans@car…
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Advice from Retirees: What They Wish They Knew in Their 50s
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Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your financial independence number, and prioritize what money can’t buy while you still can. In your 50s–60s, many people hit a rare “sweet spot” where fina…
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Social Security, 60-Day Rollover, Inherited IRA, and Deferred Income Annuity: Q&A #2539
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Jim and Chris discuss listener questions on Social Security disability, dependent benefits for an adult child, a 60-day rollover nuance, inherited IRA RMD rules, and a deferred income annuity strategy. (15:00) George asks whether his brother, who is on SSDI and will transition to retirement benefits at 67, can suspend and restart his benefit to gro…
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Socially Responsible Investment (SRI) Options: Aligning Financial Goals with ESG Impact Without Sacrificing Return Socially Responsible Investing (SRI) offers a compelling strategy for investors who want to generate financial returns while also supporting social, environmental, and ethical causes. The beauty of SRI lies in its ability to align your…
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Socially Responsible Investment (SRI) Options: Aligning Financial Goals with ESG Impact Without Sacrificing Return Socially Responsible Investing (SRI) offers a compelling strategy for investors who want to generate financial returns while also supporting social, environmental, and ethical causes. The beauty of SRI lies in its ability to align your…
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Can You Really Pay Less Taxes on Social Security?
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For many retirees, Social Security is one of the most important income streams, but also one of the most misunderstood when it comes to taxes. In this episode, Jake and Nick break down the rules around how Social Security benefits are taxed at both the federal and state level, and what strategies might help you keep more of what you’ve earned. Find…
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Buying a home is not easy in 2025. We share practical tips to keep you grounded throughout the process. From building a dynamite team to guide you through the process to finding the right home for your future, we'll talk through everything you need to know for this massive financial decision. Jump start your journey with our FREE financ…
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Medicare Changes 2025: What Retirees Need to Know About the One Big Beautiful Bill
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Healthcare costs are rising, and new legislation could bring big changes to Medicare, Medicaid, and retirement planning. In this episode, certified retirement counselor Mark Struthers interviews health insurance expert Matt Wicklund about the “One Big Beautiful Bill” and how upcoming policy changes will affect Medicare, Medicaid, and premium tax cr…
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Send us a text Join us for an exciting Week 5 College Football Preview on The Monty and Murdy Show! 🏈 Dive into expert analysis, bold predictions, and insider insights on the biggest matchups of the week. Whether you're a die-hard fan or new to college football, our engaging discussions and lively debates will keep you informed and entertained. Don…
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Send us a text Join us for an exciting recap of Week 4 in college football! 🏈 Dive into the thrilling highlights, unexpected upsets, and standout performances that defined this week's games. Whether you're a die-hard fan or just catching up, this episode is packed with insights and analysis you won't want to miss. Don't forget to like, comment, and…
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Why Rich Kid Guilt is Normal (and What To Do About It!)
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FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/rich-kid-guilt Can’t think about your inheritance without running into a wall of guilt, shame, and anxiety? You're not broken. Actually, you’re almost painfully normal. Most inheritors I work with feel this way, but none of them have someone to share it with. That’s why I’m here. If you…
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7 Signs You’re Closer to Retirement Than You Think
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We’ve been told our whole lives that retirement happens at 65—maybe 62 if you’re lucky. But in my experience, that traditional timeline isn’t always the reality. In fact, for many people, retirement may be much closer than they realize. After nearly 20 years of building retirement plans, I’ve noticed a recurring theme: Most people overestimate how …
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Stay Ahead of a Government Shutdown and Learn How to Invest Extra Money Wisely
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Learn how to prepare for a government shutdown and where to put $600 a month after building your emergency fund. What happens in a federal government shutdown? Where should you put $600/month after funding an emergency cushion? Hosts Sean Pyles and Elizabeth Ayoola discuss the looming shutdown before answering a listener’s question about where to a…
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What You NEED To Know About The Fed Meeting
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The Federal Reserve just cut interest rates, but what does that really mean for you? We break down how the decision could impact investors, homebuyers, homeowners, and savers. From stock market behavior to mortgage rates and even whether gold deserves a spot in your portfolio, we’ll show you how to focus on what you can control and avoid costly kne…
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E275: The Truth About the Future of Social Security
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So what is the actual state of Social Security based on the most recent data and analysis? And what does this mean for your financial future?By Michael Reynolds, CFP®
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Giving with a "Warm Hand": Alison Patterson on Intentional Philanthropy, Ep 157
32:25
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Ever feel like you don't have enough to make a real difference? Or maybe you're just overwhelmed by all the options for giving? You're not alone. This week, we're joined by Allison Patterson of Patterson Philanthropic Advisors, who acts as a "giving coach" to help everyday people create a strategy for their generosity. Listen in to learn how to mak…
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This week, with Jim away at a conference, Chris is joined by Jake for an EDU episode that takes the shape of a Q&A, focusing on tax planning strategies. The guys cover a series of emails that highlight how different tax rules and opportunities intersect with retirement planning, income management, and financial decisions. (10:30), the first questio…
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In this episode, learn a practical strategy for families with multiple children to get the most out of their Registered Education Savings Plan, especially when kids are different ages. Perfect for parents navigating tuition and RESP withdrawals this school year. Want a personalized retirement plan? Retirement Readiness Scorecard 🇨🇦 Get your money o…
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30 Year Fixed Mortgage rates decline down to 6.26%, is it too early to consider a re-finance from a high rate loan? This week Ross and Dan unpack some of the trickery that can make you think you're saving more money than you really are when you look at refi numbers and how to make sure you don't get fooled. Send us a text Send your questions for up…
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All-Canadian - McGill, New Rules, and More! (OUA Show +USPORTS Recap)
36:35
36:35
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Connor and Wade are back after a wild weekend of USPORTS football. As always we start of with the OUA show before moving into USPORTS action. The duo also discuss the major CFL breaking news as well! Subscribe, review and tell a friend to help us bring you even more Canadian football content!
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Roth vs. Traditional IRA – Which One Really Saves You More?
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Is a Roth IRA really better than a traditional IRA? The truth is... it depends on your tax situation. In this video, you’ll learn why your current tax bracket versus your retirement tax bracket should drive your decision, not blanket advice. Most retirees pay less in taxes later in life, which creates opportunities for smart strategies like tax arb…
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261: Ask the Pastor: Church Finance Edition
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48:19
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Pastor Drew Gysi and Tyler Rutherford tackle your most pressing questions about church finances, all through the lens of biblical stewardship and practical wisdom. We’ll cover: Is the “threat of churches losing tax-exempt status” legit? What does a healthy church budget look like? Should churches consider bivocational pastors? How should churches s…
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Financial Advisors React To INSANE Dave Ramsey Calls!
19:10
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That's right - we are BACK with another edition of Financial Advisors React! We're going to hear some interesting calls into Ramsey Studios - from outrageous debts to credit cards to investing. Not only will you hear our instant reactions, but you'll learn if we agree, disagree, or anything in between. Jump start your journey with our …
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Dr. Dan & Daniel discuss the importance of estate planning, why it doesn't matter if you have a simple or complicated situation, and the importance of being deliberate about to whom and what you leave in your estate. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consul…
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