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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Fee Based Financial Planning Podcasts
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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PODCAST – Fee Based Financial Planning Mastery™
PODCAST – Fee Based Financial Planning Mastery™
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Everything you need to know to escape the shackles of a commission based financial planning practice
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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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This is the blog for episodes of the Pinnacle Financial Advisors Podcast. Pinnacle Financial Advisors (http://www.pfacentral.com) is a wealth management and financial advisory firm in Marlton, NJ.
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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 (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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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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Beyond Finances provides motivated professionals with young families with new ideas and perspectives on how to use money and strategic financial planning to get more of what you want from life. Each episode features real, direct, and nuanced conversations about the challenge of planning for the long-term - while we live in the here and now. The podcast seeks to go beyond basic financial advice, rules of thumb, and spreadsheet math to help listeners think more deeply and clearly about how to ...
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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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IRAarmor.com Presents: the IRA Armor Podcast. In a world of stock market volatility and economic uncertainty, the IRA Armor Podcast: An Ultimate Guide to Gold IRA Investing is your shield against financial chaos! Discover why gold is the ultimate hedge, offering unmatched protection for your retirement savings. Our expert hosts dive deep into the power of gold IRAs, revealing how precious metals safeguard your wealth when stocks falter and markets tremble. From tax benefits to diversificatio ...
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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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Why Renting Could Be Your Secret to Smarter Wealth Building
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Owning a home is unaffordable for many people today. Here is some good news! If you rent, you can grow your wealth as fast or faster using the same 2 ideas that benefit homeowners. Tenants have several major advantages over homeowners for wealth building. Many homeowners think their home is their best investment. But that is unfortunate. It is easy…
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Cost Cutting: How To Streamline Your Story to Save Lawyer Fees
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Send us a text DD012 | Cost Cutting: How To Streamline Your Story to Save Lawyer Fees In this episode of Divorce Dividends, Valeska Bacon shares invaluable advice on how to save money during legal consultations by making your backstory concise and relevant. She narrates a personal experience to illustrate the importance of providing only the necess…
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85 First Client Meetings in 2 Months, Why I Love Prospecting!
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How do you get clients as a financial planner without buying leads or relying on referrals? In this episode of Financial Planner Life, Sam Oakes interviews Jak Ali, Managing Director of J.A. Financial Planning Ltd, a Partner Practice of St. James’s Place Wealth Management. Jak shares exactly how he generates clients as a financial adviser using cre…
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Five Retirement Planning Mistakes to Avoid!
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Send us a text Avoid common retirement planning pitfalls! George Jameson, CFP®, founder of Capital Wealth Group shares the five biggest mistakes people make and how to build a plan that actually works for you. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether yo…
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299. Financial Conversations Every Couple Should Have Before Saying 'I Do'
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In this episode of A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA® and Financial Advisor Michaela Dowdy dive into the essential financial conversations couples should have before saying “I do.” From discussing mindsets and money habits to navigating joint goals and future planning, they offer guidance on how to build a healthy finan…
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Is your financial advisor fully engaged—or just coasting on autopilot? When it comes to your retirement, having someone “asleep at the switch” could put your savings and future at risk. In this episode of The Retirement Income Show, we uncover the red flags that signal your advisor may be snoozing on the job—from cookie-cutter portfolios and lack o…
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How to Start in the Chaos | Summer Howard, Mediator, CFI
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Send us a text How to Start in the Chaos: Starting with the Fundamentals In this episode, Valeska is joined by Summer Howard, a seasoned divorce coach and founder of Parents Ever After and Boulder Divorce Mediation. While this episode presents information that includes families, you will find such useful information even if you don't have children.…
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Mortgage Adviser Explains Why She Went Self-Employed - And Will Never Go Back!
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Mortgage Adviser Explains Why She Went Self-Employed, and Will Never Go Back! 👉 “I left my job after 16 years, and it turned out to be the best decision I ever made.” That’s what Carly Naylor, Mortgage and Protection Adviser at Foster Denovo, told me when we sat down to record this episode of Financial Planner Life. Carly’s been in financial servic…
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Top 10 Retirement Tips for those in Their 50's: Planning for Your Golden Years - Revised!
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Send us a text Planning for retirement in your fifties? George Jameson, CFP® of Capital Wealth Group, shares 10 essential tips to set yourself up for a secure, enjoyable retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or a…
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298. America's Balance Sheet: A Financial Advisor's Deep Dive into National Debt
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In this episode of A Wiser Retirement® Podcast, Casey Smith, Andrew Pratt, CFA, CBDA, and Shawna Theriault, CFP®, CPA, CDFA®, dive deep into the state of America’s national debt, what it is, how it got this large, and what it could mean for the country and for everyday investors. While it’s common to compare government debt to household finances, n…
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A new 1,200-page law just rewrote key retirement rules. President Trump’s One Big Beautiful Bill is packed with changes that may impact your taxes, Social Security, and healthcare. In this episode of The Retirement Income Show, we cut through the noise and break down what matters most for retirees and pre-retirees, plus how you can prepare to take …
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Journal Day 6 (Part 2): The Extremes of Always & Never
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Send us a text Journal Day 6: The Extremes of Always & Never In this episode of Divorce Dividends, Valeska Bacon shares the second part of a deeply personal journal entry written shortly after her former husband asked for a divorce. Valeska emphasizes the importance of finding a support system, expressing gratitude for friends who were there for he…
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Wait. Don’t people say, “Your home is your best investment? For many people, their home may be their only major investment. For them, that old conventional wisdom might be true. But that is unfortunate. It is easy to find better investments with dramatically higher long-term returns. Despite the lower returns, homeowners on average are wealthier fo…
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So, you want to be a self-employed IFA? Watch this first!
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If you’re a newly Level 4 Diploma qualified financial adviser with or without CAS status, an experienced financial planner wanting to run your own practice, or a mortgage broker looking to expand into financial planning, this episode of the Financial Planner Life podcast is a must-listen. This week, host Sam Oakes speaks with Mark Hobbs, founder of…
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Roth Conversions - Smart Strategy or Costly Mistake
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Send us a text Your Retirement Guide Podcast with George Jameson, CFP®, MBA, founder of Capital Wealth Group in Columbia, SC. In this episode, we dive into how fear around rising taxes in retirement is often overstated, why timing matters with Roth conversions, and how to plan deliberately to keep more of your hard-earned money. Welcome to "The Ret…
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297. The Stay-at-Home Equation: Financial Aspects of Leaving the Workforce
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In this episode of the A Wiser Retirement® Podcast, we explore the financial and emotional realities of stepping away from the workforce to become a stay-at-home parent. Whether you're considering staying home temporarily or long-term, it's a decision that deserves careful financial planning. From budgeting for a single income and understanding the…
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Send us a text Journal Day 6: It's Somewhere In The Middle [A Journey Through Divorce and Mental Health]. In this episode of Divorce Dividends, Valeska explores a personal journal entry from October 2020, a month after her spouse asked for a divorce. She discusses the balance between extremes, the insights gained from therapy sessions, and the sign…
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Navigating the Financial Advisor Title Trap: Why Fee-For-Service Planners Are the True Superheroes
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Are you ever confused by all the different titles that financial planners and advisors use? What types of advice and services do they offer? Which one offers what you are looking for? When you have real worries or questions about your money, “who you gonna call?” Who is the super-hero of advice? In my podcast episode you’ll learn: When you want rea…
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296. Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs
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In this episode of A Wiser Retirement® Podcast, Casey Smith sits down with Robert Swarthout, founder and CEO of Teton Crypto Capital, to unpack how recent legislation is reshaping the crypto landscape in the U.S. From tax changes to new opportunities for investors, here’s what you need to know. Related Podcast Episodes: - Ep 281: Crypto Update: Tar…
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AI Is a Fuel, Not a Tool: Redefining Financial Advice with Saturn - Rohit Vaisha
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What if your advisers could serve 20–30 more clients, save 45 minutes per meeting, and reduce suitability report time from 3 hours to 10 minutes - all without hiring more support staff? That’s what Saturn AI is already delivering for over 600 financial planning firms ( 1600 Advisers ), and in this episode of the Financial Planner Life Podcast, Sam …
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Wall Street’s Dirty Secret: Why Gold IRAs Are the Ultimate Hedge!
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Resources mentioned: go to www.iraarmor.com/quiz and www.iraarmor.com for more information. - Welcome to The IRA Armor Podcast, where we cut through the financial noise to bring you hard-hitting truths about protecting your wealth! I’m your host, Jack Gallegar, and today we’re diving deep into a topic that Wall Street doesn’t want you to hear: Wall…
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Roth Conversion Rules Changed: What Retirees Need to Know Now!
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Send us a text New tax law changes from the “One Big Beautiful Bill” are reshaping how—and when—retirees should consider Roth conversions. In this episode, George Jameson breaks down the hidden tax traps, deduction phase-outs, and why timing your conversions just got more complicated. Welcome to "The Retirement Guide" Podcast! I'm your host George …
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Don’t Let a Currency Crisis Steal Your Savings—Invest in a Gold IRA!
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Resources mentioned: go to www.iraarmor.com/quiz and www.iraarmor.com for more information. - Welcome to The IRA Armor Podcast, the source for protecting your wealth in an ever-changing financial world! I’m your host, Jack Gallegar, lead researcher at IRAArmor.com, where we dive deep into strategies to safeguard your savings from economic uncertain…
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295. What Happens If You Die Without a Will? The Legal Nightmare
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In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Senior Financial Advisor Shawna Theriault to discuss how taking the simplest step in estate planning, creating a will, can make a profound difference. While many assume estate planning is only for the ultra-wealthy, a will helps ensure your assets are dist…
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The IRS Doesn't Want You to Know THIS About Retirement...
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Resources mentioned: go to www.iraarmor.com/quiz and www.iraarmor.com for more information. - Welcome to The IRA Armor Podcast, your go-to source for protecting your wealth and building a bulletproof retirement! I’m Terri Benadict, standing in for Jack this week, and I’m thrilled to be here diving into a topic that’s got the IRS sweating. Today, we…
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Don’t Be Fooled by the Stock Market Bubble—Get a Gold IRA Now!
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Resources mentioned: go to www.iraarmor.com/quiz and www.iraarmor.com for more information. - Hey there! And welcome back to The IRA Armor Podcast! I’m your host, Jack Gallegar, and I’m here to help you navigate the wild world of retirement investing with a laser focus on protecting your wealth. If you’re worried about the ups and downs of the mark…
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With so many moving parts in retirement planning—like Social Security, Roth conversions, long-term care, and estate planning—it’s easy to lose focus. In this episode of The Retirement Income Show, we cut through the noise to identify what truly matters: income investing. We’ll explain why retirement is really about replacing your paycheck, not just…
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Are You Making These 5 Deadly Mistakes with Your Retirement? Gold Can Fix Them!
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Resources mentioned: go to www.iraarmor.com/quiz and www.iraarmor.com for more information. - Welcome back to The IRA Armor Podcast! I’m your host, Jack Gallegar, and I’m here to help you shield your retirement from the chaos of markets, inflation, and uncertainty. Today’s episode is a big one, folks: “Are You Making These 5 Deadly Mistakes with Yo…
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Should I Delay CPP & OAS Until Age 70? – Complete Answer with Real-Life Examples (Updated)
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Most seniors start their CPP and OAS when they retire or at age 65, without evaluating the options. But many would benefit from delaying CPP until age 70. Here’s how to figure out what’s best for you. CPP and OAS offer cool opportunities to increase after-tax income, because seniors often have flexibility in choosing taxable vs. non-taxable income,…
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Gold IRA Secrets the Banks Don’t Want You to Know!
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Resources mentioned: go to www.iraarmor.com/quiz and www.iraarmor.com for more information - Welcome to The IRA Armor Podcast, the show that equips you with the tools to safeguard your financial future through the power of Gold IRAs! I’m your host, Jack Gallegar, and today we’re pulling back the curtain on a topic that’s going to blow your mind: Go…
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Journal Day 5*: Journaling to Combat Gaslighting
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Send us a text Journal Day 5b: Journaling to Combat Gaslighting Understanding Gaslighting and the Power of Journaling In this episode of Divorce Dividends, Valeska discusses the concept of gaslighting, how it affects people's perception of truth, and the role of journaling in reclaiming trust in oneself. Sharing personal experiences, she emphasizes…
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Is Your Retirement at Risk? Why a Gold IRA Could Save Your Wealth!
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Resources mentioned: go to www.iraarmor.com/quiz and www.iraarmor.com for more information - Welcome to The IRA Armor podcast, where we help you shield your hard-earned money from the chaos of the financial world. I’m your host, Jack Gallegar, and today we’re diving into a question that’s keeping a lot of folks up at night: Is your retirement at ri…
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The 50+ Budget Playbook: 7 Steps to Nail Your Retirement Spending
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Send us a text Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement. Thank…
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I never thought someone like me could be a financial planner!
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Thinking about a career in financial planning? In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career switch story, from Executive Assistant to qualified financial planner, with support from the St. James’s Place Academy. Miriam opens up about her early money mindset, paying off debt, buying a home, an…
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294. What Flying a Plane Teaches Us About Financial Risk
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In this episode of the A Wiser Retirement® Podcast, we cover how principles from aviation, like threat and error management, proactive and reactive planning, and strong team communication, can be applied to personal financial planning. Casey Smith is joined by airline Captain Evan Bogan to explore how pilots handle unexpected challenges and how fam…
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Must Do's - The First 5 Steps in Your Divorce Preparation
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Send us a text [Preparing for Divorce: Five Essential Steps] In this first content episode of Divorce Dividends, host Valeska Bacon discusses the crucial steps to take when preparing for a divorce. She provides practical advice to help ensure privacy and control during the divorce process. Valeska also emphasizes the importance of being prepared bo…
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Restricted or IFA? What is best for my Financial Planning Career - with Wayne Griffiths from One Financial Solutions.
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Wayne Griffiths | One Financial Solutions | Financial Planner Careers In this episode of the Financial Planner Life podcast, Sam Oakes sit down with Wayne Griffiths, Managing Partner at One Financial Solutions, to explore how he’s creating meaningful, supportive career paths for self-employed financial planners. We also dive into the ongoing debate…
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Send us a text Journal Day 5: How am I the villain? [Reflecting on Divorce: Raw Journal Entries and Personal Truths] In this episode of Divorce Dividends, Valeska shares deeply personal journal entries from October 2020, detailing her emotional experiences during her divorce. She opens up about the stress of asset negotiations, the emotional burden…
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Send us a text Journal Day 3: E + R = O [Navigating Life's Events... Your Response Matters] In this episode, Valeska discusses the concept of how events, often beyond our control, can be navigated by focusing on our response. The outcome of any situation is shaped by how we choose to respond. Valeska encourages listeners to try this approach when f…
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Send us a text Journal Day 4: & The Kids... [Navigating Divorce: Raw Emotions and Reflections] In this heartfelt episode, Valeska reads a deeply personal journal entry detailing an emotional experience involving her children and the complexities of co-parenting after divorce. She reflects on the turmoil, fears, and sadness she felt during the trans…
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Early Retirees Beware: ACA Healthcare Shake-Up
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Send us a text Your Retirement Guide Podcast with George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC. In this episode, we dive into the critical changes coming to ACA healthcare subsidies, set to expire in 2025, and their impact on early retirees under 65. George shares practical tips to manage costs, adjust income, and keep y…
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293. Retirement for Business Owners: Selling Your Business or Passing It On
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Whether you're planning to retire, sell your business, or pass it on to the next generation, having a clear succession plan is essential. Unfortunately, many business owners delay this process, putting the value of their life's work at risk. In this episode of the A Wiser Retirement® Podcast, we cover the key steps every business owner should take …
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Should I start my CPP early? – Real-Life Examples (Updated)
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The most common CPP question I am asked is: “Is it smart to take my CPP early?” The answer to this question is different for investors than non-investors, especially growth-focused investors like most of our clients. In my latest podcast episode you’ll learn: Why should you ignore “CPP breakeven” calculations? Why are life expectancy stats understa…
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Send us a text In this episode, your host, Valeska Bacon, pivots to a deeply personal narrative, sharing raw and authentic reflections of a difficult time in her life. She recalls the events leading up to her divorce and the challenges she faced, including a cross-country trip to care for an ailing loved one during the early days of the COVID-19 pa…
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What the “One Big Beautiful Bill” Means for Your Taxes and Investments
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Send us a text In this episode, George Jameson, CFP® and founder of Capital Wealth Group in Columbia, SC, breaks down the newly signed “One Big Beautiful Bill” and what it means for your taxes, investments, and retirement plan. From permanent tax cuts to rising deficits, George shares key takeaways and practical planning tips for investors and reti…
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Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
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From Admin to Self-Employed Financial Planner with £10M AUM by 26! In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence Bearman, a 26-year-old Chartered Financial Planner at Westminster Wealth Management who's gone from admin assistant to managing £10 million in assets, all within his first year of self-employmen…
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Send us a textBy Valeska Bacon
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In this episode of the A Wiser Retirement® Podcast, we explore whether pursuing an MBA is truly worth the investment. We’re joined by Nancy Mercer, Assistant Dean and Director of MBA Marketing and Admissions, and Dr. Lauren Heller, Dean of the Campbell School of Business at Berry College, for an inside look at how MBA programs have evolved and what…
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Send us a text In this heartfelt episode, Valeska shares insights from her journal during her divorce, recounting the emotional struggles and the parallels between her experiences and her children's. She discusses the impact of memories from her own childhood, the concept of epigenetics, and the process of dealing with feelings of abandonment and s…
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Send us a text In this emotionally raw episode of Divorce Dividends, your host, Valeska Bacon, reads from her personal journal, recounting the early days of her divorce in 2020. The journal entries touch on feelings of fear, sadness, and the struggle to maintain a relationship with their children amid the turmoil. Valeska reflects on the hindsight …
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