FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
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FINRA Podcasts
A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered ...
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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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Disclosure: This podcast is for educational purposes only. Strategies discussed may not be suitable for everyone. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC (www.finra.org) /SIPC (www.sipc.org). This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Not all Mutual of Omaha Financial Representatives are Fina ...
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ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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The Series 7 Whisperer is the voice in your head you wish you had while studying. Hosted by a retired NYSE trader and FINRA principal with 37 years on the Street, this podcast cuts through the noise to deliver the raw, real, and testable truths behind the Series 7 exam. No fluff. No filler. Just the stuff that gets you paid. Whether you’re cramming before test day or grinding through options, suitability, and regs, this is your shortcut to passing with swagger.
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Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®". Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not necessarily those of Raymond James. Important Disclosure Info: http://raymondjames.com/smicd.htm. The rating isn’t intended to be an endorsement or any way indicative of the advisors abilities to ...
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Welcome to the FarrCast, hosted by Michael Farr, Chief Market Strategist of Hightower Advisors and President and CEO of Washington DC wealth management firm, Farr, Miller & Washington. Each week Michael will have guests with insights into economics, policy, finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where the markets are going. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are of ...
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A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or ser ...
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That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and ...
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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
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Scott Doll is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Advisory Services offered through Doll Capital Advisors, Inc. a registered investment advisor and separate entity from LPL Financial. The Opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Jim Lunney hosts a monthly live show focused on identifying current signs of economic change. You can also read Jim’s weekly update and learn more about his book, Surviving the Storm: Investment Strategies That Help You Maximize Profit and Control Risk During the Coming Economic Winter at www.wealthstratgroup.com. Jim is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC.
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Taking a FINRA exam like the SIE Exam or Series 7? Achievable’s expert FINRA author Brandon Rith talks studying strategy, game-day approach, and application advice for that job or university you’re applying to afterwards. Brandon Rith has 16 years of experience as a licensing facilitator and director at Fidelity Investments. He is an 8X Fidelity Excellent In Action Award Winner for Licensing Facilitation. Achievable is a modern test prep platform for the GRE, FINRA exams, USMLE Step 1, AMC e ...
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financ ...
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Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offere ...
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WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. Listen in as we analyze these developments and shine a light on the events that matter to us. Disclosures: Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale ...
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Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey. We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together. Most of all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® Ell ...
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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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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing hi ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, founder of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. Each episode is desig ...
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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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Welcome to "Be the Hummingbird" podcast with your host, Laura Johnson, the owner of Hummingbird Wealth Management. Get ready to be inspired, motivated, and entertained by Laura's stories and the stories of her guests, friends, family, and clients. Laura shares her amazing anecdotes that will encourage you to pursue your dreams, motivate you to make the necessary changes to achieve your goals, and equip you with the knowledge you need to reach for the stars. Life is too short to be stuck in a ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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A series of podcasts exploring the investment universe and sharing our interpretation of what's going on. The views expressed in this podcast are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, including interests in any of Ruffer’s funds. The information contained in the podcast is fact based and does not constitute investment research, investment advice or a personal recommendation, and should not be used as the basis for any inv ...
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This is the Compounding Change Podcast, sharing stories of small but meaningful changes thatcompound into amazing impact. Brought to you by Shannon Davis and Davis Compounding Change.com Change Happens Fast… Take Advantage. In the Compounding Change Podcast, we uncover inspiring stories of individuals who have made meaningful changes in their lives, their careers and the lives of others through small, consistent actions. From transformative personal journeys and life changing stories, to exp ...
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, ...
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Hanzo helps compliance and legal teams find, collect, preserve, and present dynamic web and social media content in interactive formats compliant with SEC, FINRA, MiFID, and FTC regulations.
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you're in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the "How much money do you need to retire?" question starts to feel overwhelming and confusing. It doesn't have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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Emily Stroud and Alison Gengelbach are the co-hosts of the Faithful Finance Podcast, where practical money management meets biblical wisdom. Emily is a Christian financial planner and author of Faithful Finance, and Alison is a seasoned communicator and ministry leader. Together, they offer honest conversations, real-life stories, and faith-filled guidance to help women navigate finances with clarity, confidence, and peace. Emily G. Stroud, MBA, CFA is a Registered Representative. Securities ...
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Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment advisory services offered on a fee basis through Global Financial Private Capital, LLC an SEC Registered Investment Advisor.
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Fines & Wines is a podcast by TRADEliance - a consulting firm for firms in the U.S. financial industry focused on Trading Operations and Compliance issues. Listen in as Jesy and Kat discuss their take on some of the recent disciplinary actions shaping the financial industry over a glass of fine wine. Though these episodes are intended to be casual, and a fun take on discussing regulation, our consultants are serious when it comes to helping you out. www.tradeliance.com
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Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation a ...
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Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it's about finding new strength, purpose, and balance for yourself and your family. ...
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Wall and Broadcast invites you inside the untold, little understood stories of Wall Street. With unparalleled access to industry insiders, and hosted by an ex-spy and a former boy band member turned finance experts, we deliver insightful interviews, hilarious asides, intriguing stories, and historical perspective on this seemingly untouchable industry that touches everybody.
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Straight talk about Finances, Investments, Insurances, and Estate Planning. Drew will address your questions that naw at you through the day as well as having guests from time to time. You can also learn from others questions when Drew answer questions from listeners and clients on the show. Prescott Private Wealth, Inc. is a financial group based out of 451 Hoosick Street Troy, New York 12180. The office phone number is 518-203-1983. The company was founded by Drew J. Prescott who started i ...
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Welcome to a podcast that goes beyond the headlines to reveal the human and financial side of building enterprise value. Hosted by M&A advisor and executive producer Joshua Wilson, this is The Deal Podcast, brought to you by FA Mergers. We're your front-row seat to the strategies shaping today's lower- and middle-market, from the family-run business to the multi-million-dollar portfolio. Too often, the world of mergers and acquisitions is seen as a complex, numbers-driven game. We believe it ...
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Strategies for your financial future. Complex topics made simple and actionable, so when it comes to your money, you're making smart decisions. The following program is sponsored by JT Financial Group which is solely responsible for its content. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA)JT Financial Group and JWC/ JWCA are unaffiliated entities.
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Investors in the United States: Key Trends and Insights from the National Financial Capability Study
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The FINRA Investor Education Foundation’s National Financial Capability Study is an expansive source of data and insights about the financial lives of U.S. adults. Conducted every three years, this wide-ranging research effort includes the Investor Survey, an in-depth exploration of the attitudes, behaviors, knowledge and experiences of retail inve…
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S11E1: Dr. Jeffrey Roach, Chief Economist at LPL Financial
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In this season premiere of WealthVest: The Weekly Bull, Dr. Jeffrey Roach presented his 2026 outlook for WealthVest. Tim and Jeff discussed equities, inflation, the USD, commodities, and potential externalities that might occur in 2026. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed …
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html These days, retiring with $1 million might feel like falling short, especially when everyone around you seems to have more. In this episode, Ryan tackles a listener question that gets to the heart o…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Nothing will mess with your financial confidence faster than comparing your savings to someone else’s highlight reel. Whether it’s a sibling, a coworker, or a YouTuber who claims they retired at 35, comparison can make even solid savers …
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8 Genius Ways to Use RMD Money You Don’t Need (Yet) | EP 53
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If you're in retirement, or approaching it, you know about Required Minimum Distributions (RMDs). The IRS says you have to start withdrawing money from your retirement accounts. But what if you don’t actually need the money right now? What if it feels more like a tax trap than a reward for decades of saving? You're not alone, and you’re not stuck. …
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MFA PODCAST 16 3 Ways To Plan For Long Term Nursing Care
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Before you start setting goals for the year, this episode takes a step back. John talks about why goal-setting often feels exhausting, not because you’re bad at it, but because you’re overloaded, and why creating space matters more than creating a perfect plan. He shares a simple but powerful approach to slowing down, getting clear on what you actu…
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Worried about when the AI bubble will burst? Here's the reality: you almost certainly can't time it, and trying to will likely cost you more than the bubble itself. I'm breaking down why market timing rarely works and sharing the simple strategies that actually protect your portfolio. To learn more about investing without crystal balls or panic, tu…
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5 Major Events From 2025 That Impacted Retirement Plans
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ A lot happened in 2025: big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But headlines alone don’t determine your retirement outcomes. In this episode, Dennis reveals the biggest financial…
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In this episode, we explore the real secret to a fun and fulfilling retirement: starting your hobbies now, rather than waiting until you stop working. We'll discuss why engaging in meaningful activities today builds identity, joy, and social connection that carry into retirement. You'll learn simple, practical strategies for weaving hobbies into ev…
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In this year in review episode of That Financial Guy Show, Keith Wilson looks back at what actually happened in the markets in 2025 and why it mattered for investors. From the early year market correction known as the Tariff Tantrum to a strong recovery that pushed markets to new highs, Keith breaks down the lessons learned. He also covers the One …
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Debunking 3 Ideas of "Conventional Wisdom"
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There’s no shortage of “rules of thumb” in personal finance. They sound simple, they sound authoritative, and you can find them almost everywhere. But the truth is that many of these long-standing bits of advice can lead you in the wrong direction if you follow them without thinking. What’s a good amount to withdraw from your savings? Which account…
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This week, Phil looks back at 2025, to discuss the year's biggest surprises and the expectations that didn't quite pan out.
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A Big Inheritance: How to Successfully Pass Wealth (119)
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In this episode, I explain how inheritances go wrong and lay out a plan to keep wealth private, tax-smart, and protective. We compare wills and trusts, share real examples, and detail tools that shield heirs from probate, overspending, taxes, and outside claims. • Hidden risks of probate, cost, delay, and publicity • Living trusts for privacy, spee…
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Relationship Banking, Deal Discipline, and Knowing When to Say No
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In this episode of The Deal Podcast, we sit down with Edward Bienvenu, a commercial banker based in Lafayette, Louisiana, to unpack how relationship-driven banking actually works at the community level and why some of the best deals are the ones you never do. Edward shares his unconventional path into commercial banking, starting in biology before …
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Social Security - Will it be there for you?
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Send us a textBy Akers Financial Group
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Retirement planning often gets framed as an all-or-nothing goal, but smart resolutions take a more realistic approach. In this video, we look at retirement through the lens of steady decision-making, manageable goals, and long-term consistency. The discussion focuses on understanding your current situation, making thoughtful adjustments over time, …
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“Looking for the Right Person – Questions You Should Ask Your Advisor,” “Elder Care – Why is this so critical?" and “What is On Your Mind? Answering More of your Questions”
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Join Jim Shoemaker, Jason Herrington, and Scott Jordan as they help you determine if you are- Looking for the right person? Questions you Should Ask Your Advisor. Rob Clement will dive into Elder Care. Why is This So Critical? "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering adviso…
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How to Make Your First Holiday Season in Retirement Merry and Meaningful
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ You’ve heard of Baby’s First Christmas, but what about Retiree’s First Christmas? Your first holiday season after leaving the workforce is a milestone all on its own. The schedule, the spending, the traditions… everything feels a little …
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January 2026: Jonathan Ruffer reflects on over 30 years in investment management and warns that today’s speculative market exuberance will eventually face a reckoning.
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Financial stress has become epidemic, but it doesn’t have to define your life. In this episode, Emily Stroud practices what she preaches by inviting listeners into her home and into the heart behind the Faithful Finance podcast. Every financial journey has a story. In this opening episode, Emily shares hers: how more than 25 years in financial serv…
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“Update on Health Care for 2025-2026,” “Saving for College and It’s Challenges” and” Planning for the Expected – Rise of the Sinking Fund”
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Join Jim Shoemaker and Shannon Dyson with an Update on Health Care; How Does It Affect You? Gregg Beeber offers insight and suggestions on Saving for College and It’s Challenges. Abby Wilson encourages us with guidance on Planning for the EXPECTED; Rise of the Sinking Fund. "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an i…
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5 Major Events From 2025 That Impacted Retirement Plans
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html A lot happened in 2025: political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But headlines alone don’t determine your retirement outcome; how you respond to …
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The First Year of Retirement: 5 Must-Do Steps for a Strong Start
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Kick off your retirement with confidence! In this episode, we reveal the powerful "first year rule" and the five must-do steps to creating healthy habits with your finances, lifestyle, and well-being. Discover why these areas set the stage for lasting fulfillment, and what most retirees overlook. If you want to thrive from day one, click play! Here…
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Retirement Sabotage: The Mistakes That Add Up
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Most retirement mistakes don't happen all at once; they happen quietly and over time. In this episode, Craig and Jennifer walk through the most common ways people unknowingly sabotage their retirement, and how to make sure it doesn't happen to you. Tune in to learn how small, proactive planning choices can protect confidence, income, and peace of m…
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This episode is our version of a year-end wrap. We look back on the biggest themes from 2025, from money and markets to mindset, purpose, and growth, and reflect on what actually mattered most. It’s a highlight reel of the conversations that shaped the year, plus a look ahead at what’s coming next. If you’ve been with us all year (or you’re just ju…
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Special Announcement: 3 Insights Every Investor Needs to Help Secure Their Financial Future
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Brian Skrobonja closes out the year with a milestone episode that marks the final episode of 2025 and the conclusion of this version of the show. He shares the gratitude he feels for the listeners who have supported the mission, the team whose work brought each idea to life, and the recognition the podcast received from Forbes as one of the top sho…
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Make a Good Stock Pick? Don't Think You Are Now an Amazing Investor
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Wondering why your friend's hot stock tip might cost you serious money? I'm unpacking the data on investor overconfidence and why people who think they've "figured it out" consistently underperform simple buy-and-hold strategies. From rebalancing your portfolio to resisting the urge to pile into trendy investments, I'll walk you through the simple-…
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New Year, Stronger Finances | Episode 190
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Send us a text A new year brings new opportunities, especially when it comes to your finances. In this episode of The Spend Life Well Show, Mark Trice walks through simple, practical steps to help you set better financial goals without the stress or overwhelm. With a focus on wise stewardship and clear planning, Mark breaks big goals into manageabl…
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Traditional vs Roth 401(k): Which One's Right for You Now? | EP 52
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Roth or traditional: how do you choose? If you've ever wondered when it's time to shift from a traditional 401(k) to a Roth, you're not alone. In this listener-led episode of Make It Personal, we tackle a smart, real-life question from Nicholle about taxes, timing, and how to plan ahead for retirement without getting stuck in a higher tax bracket d…
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This week, Phil wraps up 2025 with an update on the Santa Claus rally, market reflections and has a special guest- his daughter Marcella Blancato!
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What Happens When the Deal Is Done and Purpose Is Still Missing?
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In this episode of The Deal Podcast, hosts Josh Wilson and Jude David sit down with Paul George, consultant, speaker, and host of The Paul George Show, for a wide-ranging conversation on leadership, faith, business, and life after the exit. Paul shares his personal mission framework, “Love God, serve others, and die with no regrets,” and explains h…
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Want to build a million-dollar balance in your 401(k)? It all starts with the power of compound interest—why starting early and getting the full employer match is crucial. Learn to put contribution increases on autopilot, save aggressively (the millionaires' average is over 17% of pay) , and why maintaining a separate emergency fund prevents costly…
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What Does Winning in Retirement Look Like?
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Send us a text Brian Akers and Jeff Akers, co-hosts of the "Winning in Retirement" podcast, discuss strategies for achieving financial independence and planning for retirement. They emphasize the importance of understanding one's "financial fingerprint" and creating a personalized plan. Key points include the necessity of saving, investing wisely, …
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In this video, we explore practical steps to approach retirement and how to organize different aspects of life during this stage. The focus is on planning, making thoughtful choices, and understanding how priorities may shift over time. Topics include finances, daily routines, and personal goals, all considered in a realistic and reflective way. Th…
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We have a Boxing Day FarrCast coming to you this week. Michael welcomes Jim Lebenthal for a discussion on year end allocations, and Dan Mahaffee joins for look at the geo political threats around world.
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2026 Market Outlook: Mag 7, Data Centers, and IPOs
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As 2025 wraps up, Carson is joined by Adams Wealth Partners’ Spencer Provow, CFP®, and Anthony Breen, CFA®, to recap the year and look ahead to 2026. They cover the top-performing sectors of 2025, key takeaways for investors, and what’s next with the Magnificent 7, space-based data centers, and the IPO market.This conversation provides clear insigh…
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EP:172 - December Investment Insights (Opportunities in AI, Comparing Bubbles, and New Year's Resolutions)
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Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introducti…
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MFA PODCAST 15 Get Ready For The Santa Claus Effect
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Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future result…
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Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
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In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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Is retirement a marathon or a sprint? I'm challenging the conventional wisdom that says to pace yourself in retirement and exploring why your most vibrant years might actually be front-loaded. From the real dilemma of balancing bucket list dreams with longevity planning to practical tips on budgeting for both adventure-filled sixties and secure nin…
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God's Provision vs. the Prosperity Gospel | Episode 189
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Send us a text What does Scripture really say about God’s provision, and how does that differ from the prosperity gospel? In this episode of The Spend Life Well Show, Mark Trice brings clarity to a topic that’s often misunderstood. He walks through key biblical themes around blessing, faith, and God’s care, offering a perspective rooted in Scriptur…
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A Safe Space for Widows to Connect and Heal with Pam Baker
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In this conversation, Pam Baker shares her journey through grief after losing her husband to glioblastoma. She discusses the importance of community and support for widows, highlighting her initiative, Widows Who Wine, which provides a safe space for women to connect and heal. Pam emphasizes the significance of financial planning and preparation fo…
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Most people don’t fail financially because they lack information. They fail because behavior breaks down when life gets emotional, unpredictable, or uncertain. In this episode, I explain why a written financial plan changes behavior in a way advice alone never can. A real plan isn’t about predicting the future perfectly. It’s about being prepared w…
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How to Ask Better Questions About Retirement
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📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html You’ve heard the phrase, “There’s no such thing as a bad question.” But in retirement planning, the quality of your questions often determines the quality of your outcome. Today Ryan reframes common…
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From Saver to Spender: The Mindset Shift That Shapes Retirement | EP 51
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You planned, saved, and sacrificed for decades, so why is spending in retirement so hard? After a lifetime of discipline and diligent saving, retirement arrives… and with it, an unexpected emotional hurdle: switching from saving to spending. Not because the numbers don’t add up, but because the mindset does. In this episode of Make It Personal, we …
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This week, Phil has special guests Aidan Redmond and Fred Boy from the Ladenburg Research team to discuss their 2025 hot topics along with Phil's latest insights on inflation data.
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Unmasking the Online Deception: A Heartbreaking Tale of Betrayal
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In this cautionary podcast episode, Parker Thompson, a private wealth manager, shares a distressing story of a client who fell victim to an elaborate online romance scam. After losing his wife, 'Bill' was targeted by 'Melinda,' who exploited his loneliness and financial security. Over months, she convinced him to invest in a fraudulent cryptocurren…
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Faithful Finance Podcast: Finding Peace and Confidence With Money
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Do you feel anxious, overwhelmed, or uncertain when it comes to your finances? In this introductory episode of the Faithful Finance podcast, financial advisor Emily Stroud shares why so many families struggle with fear around money and how faith-centered financial planning can bring clarity, peace, and confidence. With more than 25 years of experie…
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