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Fee Based Financial Planning Podcasts

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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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A Wiser Retirement®

Wiser Wealth Management

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Weekly
 
From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement. Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in S ...
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The Retirement Roux

John Blanchard

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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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Divorce Dividends

Valeska Bacon | Divorce Prep

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Divorce Dividends is a weekly podcast dedicated to helping individuals navigate the emotional, legal, and financial aspects of divorce. Hosted by Valeska Bacon, owner and founder of Divorce Prep, the show dives into divorce related topics and stories that provide listeners with knowledge while providing entertainment along the way. Episodes vary featuring expert interviews, personal stories, and actionable strategies, offering listeners valuable insights, support, and empowerment during thei ...
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Welcome to the Retirement Podcast: Financially Fearless Retirement with CERTIFIED FINANCIAL PLANNER™ Practitioner Jose Sanchez, A Flat Fee Financial Advisor based in Albuquerque, New Mexico. Jose will spend each episode walking you through important aspects of financial and retirement planning to help set you up for success in the future. You'll learn about planning, a values based approach to investing, and about lots of the financial products and terms you'll encounter on your journey to, ...
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The Chris Burns Show

Chris Burns - Dynamic Money Founder & Principal, Chris Burns - CEO of Dynamic Money, Dynamic Money

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Chris is the founder and principal of Dynamic Money, a financial planning company in Atlanta, and is passionate about helping people build strong financial plans flexible enough to be effective for all of life – not just the easy parts. The Chris Burns Show is recorded LIVE in Atlanta on 95.5 WSB to help people like you reach your dreams and understand how real headlines have a real impact on their lives. We want you to become excited about your money, your dreams, and learn how to take real ...
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Financial Life Planner Jeremy Squibb and his guests mull over the key things in life and finance which keep us trapped, unable to move forward, and stuck in a bucket. Each show is a blend between getting your FINANCES in order, and maybe more importantly, to make sense of your LIFE. Disclaimer: This is information, not advice and does not constitute regulated financial advice. You should contact an independent financial planner before taking action. Views are solely those of the individuals ...
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Asset Strategy Advisors

Asset Strategy Advisors

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Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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Hampstead Wealth Management

Hampstead Wealth Management

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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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Everest Rock Connect is your go-to podcast for everything related to mortgages, financial protection, and building a secure future for you and your family. We dive deep into the world of home buying, financial planning, and protection strategies with a clear, transparent, and family-oriented approach. From time to time we also have special guests, including homeowners, financial advisors, and industry professionals, who share their personal stories, insights, and tips. Whether you're a first ...
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The Retirement Income Wisdom Podcast

Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P

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Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
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The Private School Village Podcast Channel, part of the Audio Blogs network, offers an engaging and accessible way to stay informed about the latest insights and developments in the world of private and independent education. Hosted by the esteemed Private School Village (PSV) website, this podcast channel brings to life the rich content and unique perspectives that PSV is known for, transforming written articles and blog posts into captivating audio experiences. Private School Village is de ...
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show series
 
Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Sanjeev Sanyal, Member of the Economic Advisory Council to the Prime Minister, speaks to Moneycontrol about GST implementation, process reforms and much more. Economist Arvind Kumar lobbies for gross welfare product over GDP as a measure of growth. The government is changing the benchmarks to evaluate state-run companies for "ratna" classification.…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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In today’s Tech3 from Moneycontrol, we break down MeitY’s big announcement awarding BharatGen over Rs 900 crore to build a trillion-parameter “mother model” under the IndiaAI Mission, and what it means for India’s AI ecosystem. We also bring you Meta CMO Alex Schultz’s insights on why India could emerge as an AI exporter, the IT sector’s cautious r…
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The man who virtually dismantled the entry barrier to owning smartphones has now embarked on his next project, which, too, is poised to revolutionise communication. Former RealMe founder Madhav Sheth’s latest venture, NxtQuantum Shift Technologies, has pioneered the AI+ smartphone – entirely designed, developed, and manufactured in India. Under She…
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In this edition, we have two interesting interviews - economist Kaushik Basu argues that closer India-China engagement is necessary even as India competes with its neighbour and Abakkus Asset Manager founder Sunil Singhania tells us that India Inc must shift its focus from margin protection to growth. Also find reportage on India’s market cap surge…
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Send us a text I’m George Jameson, CFP®, founder of Capital Wealth Group and host of Your Retirement Guide Podcast. In this episode, I share the biggest lessons I’ve learned over 15 years of helping clients retire—practical advice to help you avoid mistakes and enjoy the retirement you’ve worked hard for. Welcome to "The Retirement Guide" Podcast! …
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Being worried about a market crash right after retiring is a major fear for many people both before and after taking the plunge. I often hear these anxieties: “I’m scared to retire even though I have enough money in every projection. What happens if there is a market crash right after I retire?” “We just retired, but are hesitant to spend money in …
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In today’s Tech3 from Moneycontrol, we unpack India’s big AI push as the government selects eight new players, including IIT Bombay, Tech Mahindra, and Fractal, to build sovereign Large Language Models (LLMs). We also bring you Infra. Market’s Rs 730 crore funding round led by Nikhil Kamath ahead of its IPO, Gameskraft’s 120 job cuts amid regulator…
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Send us a text In this episode of Divorce Dividends, host Valeska Bacon and her companion, Matt, dive into their experiences and reflections on weddings pre and post-divorce. They share personal stories from their own weddings, discuss whether they would remarry, and explore the emotions involved in attending weddings after going through a divorce.…
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In this edition of Moneycontrol Editor’s Picks we report on private banks’ push for more autonomy in leadership appointments, the race for Apollo Cradle & Children’s hospital, how Trump tariffs have re-shaped India’s trade map, how the deluge has left spoilt apple crops in its wake and more. Also check out Nalin Mehta’s flashback piece that goes th…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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In today’s Tech3 from Moneycontrol, we break down what made Urban Company’s IPO a standout, with nearly 109x subscription, as it makes a blockbuster D-Street debut. We also look at Groww’s founders pocketing Rs 614 crore in incentives ahead of its IPO, why Peter Thiel-backed Sentient AI is taking on OpenAI with its open-source AGI platform, and how…
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In this edition of Moneycontrol Editor’s Picks, learn about a stunning confession from the former Gameskraft CFO. Also find our reportage on GST - from the breather for the pharma sector to the notification on rates for bricks and tobacco products. On the eve of PM Modi’s birthday, find our special coverage on his reforms playbook and take a glimps…
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On this episode of Tech 3 podcast, we bring you details about one of India’s most awaited fintech IPO, Groww, a wild story about a former CFO of Gameskraft, why American companies continue to set up shop in India, Nothing’s Nikhil Kamath connection and why Blackbuck founder Rajesh Yabaji is frustrated with the infamous ORR Tech corridor in Bengalur…
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Danish brewer Carlsberg is exploring an IPO for its India unit. Swiggy to debut new app Toing in Pune. Electronics contract manufacturers and non luxury hotels segment are bullish on growth. There is a surge in investors’ appetite for Indian AI startups. And, a chaotic day for income tax returns filers. Find our reportage on all this and more in th…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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In today’s Tech3 from Moneycontrol, we break down why Zomato’s parent, Eternal, is becoming a mutual fund favourite, Swiggy’s fresh bet on students with its new budget app Toing, and Groww’s plan to list at a $9 billion valuation. We also track the seed-funding frenzy among Indian AI startups, Ola Electric’s Rs 400-crore PLI claim for FY25, and how…
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In this episode of A Wiser Retirement® Podcast, we discuss the importance of commercial airline pilot medical disability planning and why it’s often overlooked compared to life insurance. We explain how airline disability benefits work, the differences between short-term and long-term coverage, and why “own occupation” policies are essential. The c…
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In this edition we track Sebi’s eased IPO norms and how investment banks are capitalising on the rising trend of companies going public. Find an analysis of how far Apple has deepened sourcing from India, an opinion piece on how Indian IT should navigate the current geopolitical and technological changes and how recent events shrink America’s statu…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Embedded payments are revolutionizing the financial landscape by integrating payment solutions into everyday platforms. Moreover, the sector has huge potential to reach a market size of around $25 billion by 2030. Comviva is shaping this transformation with solutions like its mobiquity ONE platform to deliver secure, frictionless experiences. In th…
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In today’s Tech3 from Moneycontrol, we unpack Swiggy Instamart’s record growth and CEO Sriharsha Majety’s outlook for quick commerce, as Urban Company’s IPO gets 103 times subscription on final day. We also break down Apple’s growing but still modest India supplier base and what it means for local manufacturing. Plus, a deep dive into TCS and C-DAC…
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Nifty looks set to wrap up the week on a strong note after seven straight sessions of gains, with GIFT Nifty signaling a firm start and global markets buoyed by rising expectations of a US Fed rate cut next week. In today’s episode we track all the big movers—Infosys after announcing its biggest-ever Rs 18,000-crore share buyback, SEBI board meet a…
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In this edition we track India’s progress on trade deals with the European Union and the United States, Apple’s price hike over the years, and an 8-year trend of falling dependency on H1B visas for Indian IT companies. Also find, a Moneycontrol exclusive with Dabur CEO Mohit Malhotra. Also inside: Cyber audits for MSMEs, Bollywood’s fight against d…
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Send us a text In this episode of Divorce Dividends, Valeska shares her experience of attending her youngest daughter's high school graduation. She reflects on her emotional preparation, the detailed planning with her daughter, and the unexpected challenges that arose during the event, including last-minute seating arrangements and weather disrupti…
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In today’s Tech3 from Moneycontrol: Indian IT services slash H-1B visa dependence by 56% in eight years even as US giants quietly lap them up. MSMEs brace for mandatory cyber audits under new CERT-In rules. ONDC extends incentives through September to keep sellers afloat as retail orders slide. Real-money gaming startup Zupee lays off 170 employees…
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Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand. You can watch this episode on youtube or spotify! here This round sees Michael Yuille CFP™ (aka Mr #ChickenTuesday) and Sam Oakes take on Carla Brown (President of the PFS) and Guy Skinner (Citygate Financial Planning) i…
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🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor Real Golf. Real Financial Planners, Real Finanical Planning Career advice. Watch this episode on YouTube or Spotify - here Welcome to the first ever Financial Planner Life Golf Day, where the fairway becomes a forum for honest, unfiltered career advice in financial planning. 🏌…
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♦Go Big or Go Slow: Why 10x Wealth Is Easier Than 2x♦ This title may be hard to believe, but it is a common theme in coaching for small business entrepreneurs. The concept is from the popular book "10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less" by Dan Sullivan and Dr. Benjamin Hardy. Most of us think about incremen…
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Indian markets are eyeing a 7th straight day of gains, with GIFT Nifty hinting at a positive open. Global cues are supportive – Asian markets are largely higher. US markets closed at record highs as Oracle soared 36%, marking its best single-day gain since 1992 adding $244 billion in market cap, on strong cloud growth outlook. Back home, watch out …
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In this edition, we cover Sumitomo Mitsui’s fresh capital infusion into Yes Bank and its bid for promoter status, India’s potential to shift export focus from the US to the EU, and Nepal’s mounting political and economic crisis. We also track investor interest in India’s manufacturing sector with Nash Industries’ fundraising talks, and Pine Labs’ p…
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