Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Financial Advice Practice Podcasts
Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
…
continue reading
This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
…
continue reading
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
…
continue reading
“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
…
continue reading
Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
…
continue reading
1
Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
1k
3k
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
…
continue reading
The Veterinary Financial Podcast is designed to empower veterinarians to take control of their finances and build a life they love. Hosted by Meredith Jones, a veterinarian-turned-financial planner, and David Aizuss, a financial planner married to vet med, this podcast is led by two professionals who truly understand the unique challenges—and opportunities—that come with a career in veterinary medicine. We dive into topics like student loans, investing, entrepreneurship, practice management, ...
…
continue reading
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanc ...
…
continue reading
Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
…
continue reading
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician's personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
…
continue reading
1
The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
26717
Join thousands of dentists who are learning how to make smart financial decisions. You'll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
…
continue reading
Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
…
continue reading
1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
70178
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
…
continue reading
Welcome to Best Metrics, where we dive deep into how industry experts evaluate financial statements and the key metrics they use to help their clients improve. Each episode, host Glenn Dunlap sits down with leading professionals to discuss their analytical approaches, the insights they uncover, and practical advice you can apply to your own practice.
…
continue reading
Owning and running a private optometry practice is challenging—but help is here! The Cleinman Connect Podcast offers valuable insights from independent optometrists/practice owners, practice managers, and industry experts. Each episode features top performers or industry experts who share their success strategies for navigating common business and operational hurdles to grow and enhance practices. From marketing tips and team management to succession planning and financial strategies, our ex ...
…
continue reading
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join Nate Reineke and Chelsea Jones, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throu ...
…
continue reading
The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
…
continue reading
Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
…
continue reading
Practical, up-to-date interviews with experts in college admissions, financial aid, personal statements, test prep and more. Ethan Sawyer (aka College Essay Guy), interviews deans of admission, financial aid experts, and veterans of the admissions field to extract, then distill their advice into practical steps for students and those guiding them through the process. From creating an awesome college list to appealing a financial aid letter, Ethan skips the general advice and gets right to th ...
…
continue reading
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
…
continue reading
Lewis Howes is a New York Times best-selling author, 2x All-American athlete, keynote speaker, and entrepreneur. The School of Greatness shares inspiring interviews from the most successful people on the planet—world-renowned leaders in business, entertainment, sports, science, health, and literature—to inspire YOU to unlock your inner greatness and live your best life.
…
continue reading
Featured in Wealth Professional Canada’s 2019 “Top 50 Advisors”, Kelvin Rampersad has been a respected and valued member of the financial industry for the past 30 years. Kelvin started his career in 1988 dedicating himself to making sure his client’s financial health was well looked after. Over the years Kelvin has built a successful practice by analyzing the specific financial needs of each client and the goals of their families. He goes above and beyond to educate and motivate his clients ...
…
continue reading
A podcast to help internationally trained physicians in Canada achieve financial peace without selling any investment or insurance products.
…
continue reading
The "Master Later Life Lending" podcast is designed specifically for equity release specialists and mainstream mortgage advisors who serve clients over the age of 50. Hosted by industry veteran Paul Glynn, our mission is to equip you with the knowledge and tools needed to excel in the dynamic world of later life lending. Each episode features in-depth discussions with leading experts, focusing on the unique financial needs of older borrowers. We tackle key issues such as dispelling myths aro ...
…
continue reading
Welcome to the Investing For Doctors podcast. Here we talk about personal finances, investing, wealth creation, accounting, and personal development that will aid you in your life journey as a doctor. Please note that the information provided in this podcast is for educational and entertainment purposes only. The content should not be considered as financial advice and your personal situations have not been taken into account. Before making any financial decisions, we strongly recommend cons ...
…
continue reading
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
…
continue reading
Welcome to Wise Wealth with Samuel Leach, join us as he interviews celebrities, entrepreneurs, and industry experts. The episodes contain a mix of business advice, personal stories, and insights into how these people became successful.
…
continue reading
The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
…
continue reading
A medical education podcast about all things in Anaesthesia. We want to provide everyone from medical student to specialist with interesting interviews, exam tips and discuss the latest information, practice and techniques.
…
continue reading
Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
…
continue reading
Mind Sattva is a podcast about finding clarity and grounding in a noisy world. Hosted by Dr. Mitika Kanabar, a physician trained at Stanford with a background in addiction medicine, lifestyle medicine, and public health, the show blends ancient wisdom, modern understanding, and evidence-based perspectives to reflect on how we live, grow, lead, and connect. Each episode offers conversations or solo reflections shaped by professional insight, lived experience, and sometimes teachings rooted in ...
…
continue reading
Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
…
continue reading
Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
…
continue reading
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 ...
…
continue reading
Join award-winning audiobook narrator Justin Malik in this personal growth accelerator, delivering bite-sized episodes each day that are rich with wisdom and practical advice. Optimal Living Daily features a carefully selected mix of articles from some of the most influential voices in self-help, covering topics like minimalism, productivity, mental health, and personal development. Each episode is thoughtfully narrated to not only inform but also inspire you to make meaningful changes in yo ...
…
continue reading
Listen to us on the Fountain App: https://fountain.fm/show/ohXzXDIUte1fjsPe7AFo The Fearless Podcast explores faith, family, food, farm, and finance through inspiring conversations and practical wisdom. Each episode dives into spiritual growth, strong family bonds, delicious traditions, sustainable living, and smart financial stewardship. With heartfelt stories, expert insights, and real-world advice, this podcast invites listeners to live boldly, think deeply, and embrace life’s challenges ...
…
continue reading
We interview successful people about money, business & life to help young Australians become more financially literate.
…
continue reading
Welcome to The HMO Podcast, the dedicated resource for HMO and Co-Living property investors and developers! Join me and my special guests to learn everything you need to know about HMO property investment, from the tips, tricks and hacks that can save you time and money, to the best practice advice, the technical 'know-how' and inspirational stories of success and failure that will help you start, scale and systemise your very own HMO portfolio or business today.
…
continue reading
The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™. Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection. The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's abo ...
…
continue reading
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
…
continue reading
The Beautifully Broken Podcast, hosted by Freddie Kimmel, is a one-stop destination for people looking to incorporate wellness technology, a positive mindset, and good energy into their lives. With a mission of helping people become their most authentic selves, it covers a wide variety of topics, from biohacking and functional medicine to mental health, providing practical advice and resources. As a survivor of metastatic cancer, chronic Lyme disease, and mold toxicity, Freddie brings his un ...
…
continue reading
Turn data overwhelm into data-driven success. Led by an ensemble cast of expert interviewers offering in-depth analysis and practical advice to make the most of your organization's data.
…
continue reading
A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
…
continue reading
The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. Investment advisory se ...
…
continue reading
Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
…
continue reading
1
325: From Advisor to CEO: Todd’s Journey to a More Scalable, Organized Practice
33:44
33:44
Play later
Play later
Lists
Like
Liked
33:44
In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the t…
…
continue reading
Try Upside: Download Upside with my link or use my code FSMM9G to get 30¢ per gallon extra cash back on your first gas fill-up and 20% extra cash back on your first restaurant or grocery purchase! https://upside.app.link/FSMM9G Try Crowd Health: https://www.joincrowdhealth.com/?referral_code=TTB2025 Visit Our Website to Support the Podcast & Family…
…
continue reading
1
The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor
37:00
37:00
Play later
Play later
Lists
Like
Liked
37:00
If you’ve ever felt stuck trying to hire the right people or frustrated by how hard it is to bring more women and diverse talent into your firm, this episode gives you the roadmap you’ve been missing. Natalie Taylor, founder and CEO of The Goodland Group and a 20-year industry veteran, joins Zach and Kelsey in the latest episode of The Advice Busin…
…
continue reading
1
#716: Taxes 101 for Dentists: Build a Year-Round Plan That Works
1:00:18
1:00:18
Play later
Play later
Lists
Like
Liked
1:00:18
On the fourth episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down why proactive, year-round tax planning is one of the most powerful tools dentists have for reducing stress and maximizing wealth. They explain the difference between playing offense and defense with your taxes, highlighting the common mi…
…
continue reading
1
Episode 241: Scaling with Purpose and Community
40:40
40:40
Play later
Play later
Lists
Like
Liked
40:40
By Cambridge
…
continue reading
1
#144 Invest or Reduce A Mortgage: What’s the Best Option for Docs With Extra Cash
33:53
33:53
Play later
Play later
Lists
Like
Liked
33:53
If you are on track for retirement, college, have an emergency fund, have bought all your cars in cash, and check all the other planning boxes, but find yourself with extra cash, where is the best place to put it? It may seem like a simple math problem to decide if investing is a better option than paying down your mortgage, but the math isn’t actu…
…
continue reading
Send us your thoughts or what you want to hear more about! Editor in chief of Accounting Today, Dan Hood, joins host KC Brothers to look back at two decades of “whispers” in the profession that either reshaped accounting or quietly disappeared. From the long, painful march to the cloud to the hype cycle around blockchain, Dan unpacks what actually …
…
continue reading
1
#50 Teach Money Early: Practical Finance for Families, Founders & Kids
38:13
38:13
Play later
Play later
Lists
Like
Liked
38:13
On this Wise Wealth Podcast episode Laura Linden, a chartered finance strategist and fractional CFO, joins to talk practical financial literacy for entrepreneurs, families and women in male-dominated sectors. Topics include teaching kids about money, combating lifestyle creep, compound interest, the need for better school finance education, and Lau…
…
continue reading
1
1 in 5 of Your Friends Are Narcissists | Dr. Ramani Durvasula
1:57:47
1:57:47
Play later
Play later
Lists
Like
Liked
1:57:47
Dr. Ramani Durvasula reveals the shocking truth that one in five people you know may be narcissistic, explaining why this personality pattern has exploded with the rise of social media and reality TV. She shares how narcissistic relationships follow a predictable cycle of love bombing, devaluation, and discarding that leaves survivors confused and …
…
continue reading
1
3829: 4 Action Steps to Combat Negative Thinking by Dr. Lisa Lewis with Mark Fisher Fitness on Strengthening Your Mindset
10:45
10:45
Play later
Play later
Lists
Like
Liked
10:45
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3829: Dr. Lisa Lewis unpacks how common, and human, negative self-talk really is, then lays out four simple, science-backed strategies to disrupt those thoughts before they sabotage your goals.…
…
continue reading
1
3374: [Part 2] Rethinking the 4 Percent Safe Withdrawal Rule by Fritz Gilbert of The Retirement Manifesto
11:10
11:10
Play later
Play later
Lists
Like
Liked
11:10
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3374: Fritz Gilbert outlines three key adjustments to improve the sustainability of retirement withdrawals in today’s uncertain market environment: lowering the withdrawal rate to 3.3%, adoptin…
…
continue reading
1
[Growth] How Your Online Presence and Automations Improve Patient Loyalty and Sales
19:50
19:50
Play later
Play later
Lists
Like
Liked
19:50
Dylan Cunningham is the Head of Growth at Otto, an e-commerce and patient engagement platform that helps independent eyecare clinics thrive in the digital age by streamlining contact lens sales and automating patient communication. Under Dylan's leadership, Otto has enabled practices to compete with industry giants by implementing seamless online o…
…
continue reading
1
Invest your first $1,000 with these 5 steps
15:35
15:35
Play later
Play later
Lists
Like
Liked
15:35
In this short Wednesday bonus episode of The Australian Finance Podcast, Gemma Mitchell walks you through a simple, practical roadmap for investing your first $1,000. No jargon, no complicated charts, just clear steps you can actually follow. Getting started is often the hardest part. Many people put it off because they think they need more money, …
…
continue reading
1
Budget Breakdown & What It Means For HMO Investors
35:07
35:07
Play later
Play later
Lists
Like
Liked
35:07
In today’s episode, I break down the Autumn Budget and what it really means for HMO landlords and property investors, with expert insight from mortgage specialist Ellie Broadhurst. After weeks of speculation and political noise, the budget has finally landed and while it wasn’t as bad as many feared, it was still far from good news. We explore the …
…
continue reading
In this episode, Ray explores one of the most overlooked leadership disciplines in advisory firms: off-boarding with intention, respect, and alignment. While most teams invest heavily in creating world-class onboarding experiences, few bring the same rigor to the moment when a team member exits. Ray shares why offboarding is not about correcting fa…
…
continue reading
1
327: Your Client Service Model Upgrade: Streamline Your Process, Boost Profitability, and Wow Your Clients
46:41
46:41
Play later
Play later
Lists
Like
Liked
46:41
Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, a…
…
continue reading
1
Career Reinvention & Why Your Words Create Your Reality | Teri Reuter
55:19
55:19
Play later
Play later
Lists
Like
Liked
55:19
Wondering when to stop versus when you're just quitting? Struggling with understanding what "good enough" means? Teri Reuter has reinvented her career multiple times. As a therapist, coach, and leadership expert, she shares the truth about career transitions, overcoming self-doubt, and why the words you use literally shape your reality. ✨ What you'…
…
continue reading
1
3373: [Part 1] Rethinking the 4 Percent Safe Withdrawal Rule by Fritz Gilbert of The Retirement Manifesto
9:49
9:49
Play later
Play later
Lists
Like
Liked
9:49
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3373: Fritz Gilbert challenges the conventional 4% safe withdrawal rule, arguing that its simplicity may be dangerously outdated given today’s market conditions. He outlines key concerns about …
…
continue reading
1
3828: How to Minimize Holiday Stress by Chalene Johnson on Creating a Stress-Free Celebration
9:38
9:38
Play later
Play later
Lists
Like
Liked
9:38
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3828: Chalene Johnson shares four refreshing ways to cut through holiday chaos and reconnect with what really matters. By learning to say no, delegate tasks, and let go of outdated expectations…
…
continue reading
Stop making million-dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.com Everyone wants to know what founders really earn, but most of the numbers out there are either outdated or just plain wrong. We gathered fresh data fr…
…
continue reading
1
#122: Raising Functional Children in a Dysfunctional World
21:17
21:17
Play later
Play later
Lists
Like
Liked
21:17
Try Upside: Download Upside with my link or use my code FSMM9G to get 30¢ per gallon extra cash back on your first gas fill-up and 20% extra cash back on your first restaurant or grocery purchase! https://upside.app.link/FSMM9G Try Crowd Health: https://www.joincrowdhealth.com/?referral_code=TTB2025 Visit Our Website to Support the Podcast & Family…
…
continue reading
1
Greatest Hits: Why Most CRMs Fail and How to Fix Them
41:57
41:57
Play later
Play later
Lists
Like
Liked
41:57
Key Highlights from the Episode: 0:00 – Introduction 0:44 – Future-proofing your CRM and architecting for scalability 2:23 – Why most CRMs fail when firms grow 5:08 – AI in CRMs: more than just dashboards 10:34 – Inside “Elite Genie” and how it supports advisors 11:48 – Why your CRM is really a data warehouse 14:05 – Integration-first architecture …
…
continue reading
1
You’re Not Broken—You’re Stuck in a Loop: Limbic Retraining + Neuroplasticity for Chronic Illness
12:21
12:21
Play later
Play later
Lists
Like
Liked
12:21
Welcome back to Beautifully Broken, where healing meets high performance. Today, I’m exploring a truth that’s changed everything for me and my clients: we are not broken machines; we are adaptive, conscious beings in dynamic systems of repair. After years of sitting with people navigating complex chronic illness, I’ve realized that our biology is n…
…
continue reading
1
How to Rewire Your Brain and Heal Disease | Dr. Joe Dispenza
1:15:01
1:15:01
Play later
Play later
Lists
Like
Liked
1:15:01
Dr. Joe Dispenza was told he'd never walk again after a truck ran over him during a triathlon, shattering six vertebrae in his spine. Instead of accepting the prognosis and undergoing dangerous surgery, he made a radical choice to heal himself through the power of his mind, spending hours each day reconstructing his spine in his imagination and con…
…
continue reading
1
Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
28:36
28:36
Play later
Play later
Lists
Like
Liked
28:36
In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of their family relationship, the significance of basic tax planning, and how to build collaborative relationships with CPAs. The conversation also covers t…
…
continue reading
1
3372: Want to Retire Early Abroad? Do These 10 Things First by Christina Browning of Our Rich Journey
11:13
11:13
Play later
Play later
Lists
Like
Liked
11:13
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3372: Christina Browning shares ten crucial steps to ensure a successful early retirement abroad, drawing from her personal experience relocating to Portugal. From navigating foreign healthcare…
…
continue reading
1
3827: What Did I Learn Too Late In Life by James Altucher on Lessons Time Reveals
9:53
9:53
Play later
Play later
Lists
Like
Liked
9:53
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3827: James Altucher shares an unfiltered look at decades of anxiety, addiction, and self-destruction, revealing how simplicity, boundaries, and daily micro‑improvements revived his confidence,…
…
continue reading
1
Can You Go a Year Without Shopping? Emma Edwards Tried It
45:44
45:44
Play later
Play later
Lists
Like
Liked
45:44
In this episode of The Australian Finance Podcast, Gemma Mitchell is joined by Emma Edwards — financial behaviour expert, founder of The Broke Generation, and now two-time author. Emma’s new book, The Wardrobe Project: A Year of Buying Less and Liking Yourself More, published by Wiley, explores the powerful connection between spending habits, confi…
…
continue reading
1
3371: When, Why and How We Give by Julien Saunders of Rich and Regular on Giving With Intention
10:31
10:31
Play later
Play later
Lists
Like
Liked
10:31
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3371: Julien Saunders shares a heartfelt exploration of how giving, whether through financial support, gifts, or time, aligns with their values and fuels their pursuit of financial independence…
…
continue reading
1
3826: The Magic of Early Morning by Jay and Heather Harrington of Life And Whim on Starting Your Day With Intention
9:28
9:28
Play later
Play later
Lists
Like
Liked
9:28
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3826: Jay and Heather Harrington share how reclaiming the quiet hours of early morning can transform long-stalled goals into daily progress. With practical tips and personal insights, they reve…
…
continue reading
1
3825: Get Motivated to Start Working Out by Kate Hesse of Nourish Nest Breathe on Building Consistent Fitness
9:12
9:12
Play later
Play later
Lists
Like
Liked
9:12
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3825: Kate Hesse breaks down how to stop relying on fleeting willpower and instead build sustainable motivation for regular exercise by connecting deeply with your personal “why.” With practica…
…
continue reading
1
3370: How To Transform Loneliness Into Joyful Solitude by Kat Medina on Finding Peace in Solitude
8:28
8:28
Play later
Play later
Lists
Like
Liked
8:28
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3370: Kat Medina reflects on how solo travel helped her redefine loneliness as a gateway to joyful solitude and personal growth. Through honest storytelling and a five-day self-connection chall…
…
continue reading
1
Building Tempo: How Tim Farley Launched a $700M Firm Built on Trust and Teamwork
33:58
33:58
Play later
Play later
Lists
Like
Liked
33:58
Tim Farley has spent over a decade shaping what great advisory leadership looks like. In this episode of The Advisor Journey, Tim Farley, founding principal of Tempo Wealth, shares the story behind launching a new RIA that quickly grew to manage more than $700 million in client assets. He explains how genuine relationships, deep specialization, and…
…
continue reading
1
#715: Two Cents of 11/29 - Is Pumpkin Pie Out?; The Cost of Thanksgiving Dinner; Black Friday & Consumer Spending
39:23
39:23
Play later
Play later
Lists
Like
Liked
39:23
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, we have a Thanksgiving panel with Matt, Will, Jake, Lauren, and Rabih to reflect on the holiday, share timely market updates, and break down the shifting costs of a classic Thanksgiving dinner. They …
…
continue reading
1
587 – Should Parents Help Adult Children with Debt?
30:00
30:00
Play later
Play later
Lists
Like
Liked
30:00
With housing costs, student loans, and everyday expenses skyrocketing, more young adults are turning to their parents for financial support. Doug Hoyes and Ted Michalos unpack the emotional, financial, and practical realities behind "helping" adult children, including why many parents feel compelled to assist, and break down the real risks of co-si…
…
continue reading
1
3369: What Happens to My Debt When I Die? by Christine Luken on Looking Out For Your Family's Financial Health
9:29
9:29
Play later
Play later
Lists
Like
Liked
9:29
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3369: Christine Luken offers a clear-eyed guide to understanding how different types of debt, mortgages, credit cards, student loans, and medical bills, are handled after death, and who (if any…
…
continue reading
1
3824: [Part 2] Mental Clutter: 13 Ways to Reduce and Better Manage It by Melissa of Simple Lion Heart Life
10:29
10:29
Play later
Play later
Lists
Like
Liked
10:29
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3824: Melissa highlights practical, compassionate strategies to quiet your mind and reduce overwhelm. From scheduling downtime and adding margin to your day, to using tools like timers, journal…
…
continue reading
1
326: The Simple Email Hack That Protects Your Boundaries (and Trains Clients Automatically)
13:58
13:58
Play later
Play later
Lists
Like
Liked
13:58
In this quick episode, you’ll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week. 📅⚙️ You’ll also discove…
…
continue reading
Try Upside: Download Upside with my link or use my code FSMM9G to get 30¢ per gallon extra cash back on your first gas fill-up and 20% extra cash back on your first restaurant or grocery purchase! https://upside.app.link/FSMM9G Try Crowd Health: https://www.joincrowdhealth.com/?referral_code=TTB2025 Visit Our Website to Support the Podcast & Family…
…
continue reading
1
3823: [Part 1] Mental Clutter: 13 Ways to Reduce and Better Manage It by Melissa of Simple Lion Heart Life
11:32
11:32
Play later
Play later
Lists
Like
Liked
11:32
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3823: Melissa from Simple Lionheart Life breaks down the hidden burden of mental clutter, the swirling thoughts, to-dos, and emotions that drain our focus and peace of mind. Learn how simple to…
…
continue reading
1
Encore Episode: What Are We Paying Employees?
38:13
38:13
Play later
Play later
Lists
Like
Liked
38:13
In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in u…
…
continue reading
1
How to REVERSE Aging With What You Eat Daily
1:34:44
1:34:44
Play later
Play later
Lists
Like
Liked
1:34:44
Dr. Michael Greger reveals that the number one cause of death in America isn't cancer or heart disease alone, it's our diet, which kills more people than cigarette smoking every year. His grandmother was given a medical death sentence at 65, confined to a wheelchair with end stage heart disease, yet she lived another 31 years to age 96 simply by ch…
…
continue reading
1
3368: 7 Lessons I Learned From Failing at Real Estate Investing by Jeff Rose of Good Financial Cents on Investment Lessons
10:21
10:21
Play later
Play later
Lists
Like
Liked
10:21
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3368: Jeff Rose shares the hard-earned wisdom that came from diving headfirst into real estate investing without the right knowledge, mindset, or passion. His story underscores the importance o…
…
continue reading
1
Bonus | Waltzing into wealth | Meet Damon Sugden
12:13
12:13
Play later
Play later
Lists
Like
Liked
12:13
In this bonus series, Aden is joined by Damon Sugden, Principal Wealth Adviser at Capital Partners, who reflects on his unique journey from international ballroom stages to financial advisory. Discover how a life in the performing arts shaped his mindset, why financial independence is central to his values, and how he helps clients reimagine retire…
…
continue reading
1
Super, parental leave pitfalls and teaching teens to invest – Q&A
49:34
49:34
Play later
Play later
Lists
Like
Liked
49:34
In this Friday episode of The Australian Finance Podcast, Gemma Mitchell and Owen Rask unpack your questions on investing, super, HECS and even a Christmas dilemma. This week we look at how to build a simple investment profile when you’re 58 and deciding between ETFs in super or outside of it, how paid parental leave really works in 2026, and what …
…
continue reading
Try Upside: Download Upside with my link or use my code FSMM9G to get 30¢ per gallon extra cash back on your first gas fill-up and 20% extra cash back on your first restaurant or grocery purchase! https://upside.app.link/FSMM9G Try Crowd Health: https://www.joincrowdhealth.com/?referral_code=TTB2025 Visit Our Website to Support the Podcast & Family…
…
continue reading
1
Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178
31:15
31:15
Play later
Play later
Lists
Like
Liked
31:15
In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
1
3367: Financial Lessons From a Rugby Field by Michael Smith with Financial Finesse on Long-term Financial Strategy
10:35
10:35
Play later
Play later
Lists
Like
Liked
10:35
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3367: Michael Smith draws powerful parallels between playing rugby and managing money, emphasizing the importance of teamwork, mental resilience, and meaningful relationships. His insights show…
…
continue reading
