Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Financial Planner Podcasts
The Brown Ambition Podcast helps you unapologetically build wealth by saving, investing and making smart career choices — on your own d@mn terms! New episodes Wednesdays and Fridays.
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Plenty of books, podcasts and blogs focus on building wealth – and that's great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you're a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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CWP Society is proud to produce the "Wedding Planner Society: Industry Expert Insights" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Me ...
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Emily Stroud and Alison Gengelbach are the co-hosts of the Faithful Finance Podcast, where practical money management meets biblical wisdom. Emily is a Christian financial planner and author of Faithful Finance, and Alison is a seasoned communicator and ministry leader. Together, they offer honest conversations, real-life stories, and faith-filled guidance to help women navigate finances with clarity, confidence, and peace. Emily G. Stroud, MBA, CFA is a Registered Representative. Securities ...
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Educating Financial Advisors on the things they should know (but don't). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association's National Capita ...
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Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
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Are money worries keeping you up at night? You’re not alone. Join Matt, a finance expert with over 20 years of experience, and Nate, a self-employed financial planner with 15 years in the industry, as they help you take control of your financial future. From financial literacy basics to practical tips for building wealth and avoiding common pitfalls, Matt and Nate bring clarity, empowerment, and a healthy perspective to your personal finances. Whether you're looking to reduce stress, improve ...
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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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Helping you make your money last as long as you do.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Hey there, and welcome to the Financially Fit Couple! This podcast is all about answering the questions busy, married couples find themselves asking about their finances. I’m Matthew Gray, your host and a Certified Financial Planner. Join me as I interview topic experts and other couples just like you to find out how to pursue your goals and live financially healthy lives. Let’s get started!
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Want to do more with your money? Then welcome to the More Money Podcast! Canadian money expert, speaker, financial counsellor, and bestselling author of EVERYTHING BUT MONEY Jessica Moorhouse is here to guide you on your personal finance journey and share the stories, expertise, and wisdom from top money and business experts, entrepreneurs, authors, and content creators to help simplify and demystify the "complex" world of money. On top of learning practical tools you can use in your financi ...
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Join Dr. Brianne Smith, financial planner and educator, as she explores personal capital, life transitions, and what makes you, you. I’m An Asset dives into real stories and practical insights to help listeners navigate change, build confidence, and own their value—no matter where life takes them.
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The Mindful Millions podcast will help you to accelerate your financial goals without sacrificing your values. You have a choice in how you amplify your money. On this show Cristina Perez, certified financial planner & investment manager, empowers you with the knowledge that you need in order to make choices that impact the legacy of your money.
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The Veterinary Financial Podcast helps veterinarians take control of their finances and build lives they love. Hosted by Dr. Meredith Jones, a veterinarian turned financial planner, the show blends real-world clinical experience with practical financial guidance tailored to the profession. We cover student loans, investing, entrepreneurship, practice management, side gigs, and more. Our goal is to give you clear, actionable advice so your money supports the career and lifestyle you want. Whe ...
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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A futurist, a financial planner and a special guest walk into a (virtual) bar, each carrying an investing topic the others don't know in advance. Join Dave Nadig and Matt Zeigler for unscripted conversations about markets, the economy, and whatever else crosses their minds. We hope you'll walk away a more informed investor - but we guarantee you'll enjoy the journey either way
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Hi, my name is Fitz Villafuerte. I'm a Registered Financial Planner and a financial literacy advocate based in the Philippines. This podcast is about learning smart money habits and the proper mindset to achieve financial success. I speak in English and Filipino in this podcast. Visit the80percentpodcast.com to learn more. Hosted on Acast. See acast.com/privacy for more information.
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Beyond the Numbers is where growth-minded professionals come to talk strategy, legacy, and the financial decisions that shape their future. Hosted by a fiduciary financial planner, the podcast reveals how people align business growth and personal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works. Guests include entrepreneurs, advisors, and industry experts who share how they protect assets, create income streams ...
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Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
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The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots
Scott Osborn
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Welcome to The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots, where we navigate the skies of financial success with your host, Scott Osborn, The Pilot's Planner. Each episode, we soar through the challenges and opportunities unique to pilots, from debunking myths to mastering best practices in financial planning and investing. As demand for pilots reaches new heights, so too does the complexity of their financial landscapes. With Scott's expertise w ...
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The Legacy Podcast is a series of conversations with business owners who share their journey to financial freedom and the legacy they want to leave for the next generation. Their stories are empowering, educational, and encouraging.
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Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
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Why is personal finance so complicated? The internet is flooded with personal finance "experts" sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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The Green Dream is a podcast about ethical investing for positive impact and a better future! Host James Baird interviews fund managers, advisers and a range of leaders in sustainability about topical ESG issues. James is a Financial Planner with over 20 years in the industry, and is a Director of JustInvest Financial Planning. See www.justinvest.net.au. Authorised Representative of Ethical Investment Advisers AFSL 276544 www.ethicalinvestment.com.au
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or talk about money with your partner, Jess & Brandon have you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other. B ...
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Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Lovewell Blake
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Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead ...
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The Sandwich Bread Pod is a podcast for people navigating the complex responsibilities of multigenerational life—caring for parents, raising children, and balancing personal and financial demands that often conflict. Hosted by Tom Kaminski, a Certified Financial Planner™ with 18 years of experience, the show explores the challenges and decisions facing the Sandwich Generation, and offers grounded conversations and perspectives designed to bring clarity, support, and maybe even a laugh during ...
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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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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How to Set Real Financial Goals + Find the Right Financial Planner for You
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It’s time for another BA Q&A, where we answer your money and career questions straight from the inbox! This week, we're rewinding to a couple of our favorite questions from this year. 💫 “How do I set and stick to financial goals?” — Listen up, Unicorn! We’re breaking down how to get clear on your money priorities, stay consistent when life gets mes…
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From 17 Clients to £500M+ AUM: How Marc Norris Built a Thriving Financial Planning Firm
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Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm In this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management. Marc shares his j…
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Budget 2025 implications for Business and Entrepreneurs
28:42
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Sophie Spaul re-joins James to review the recent Budget form a business perspective. Much attention has been on the impact on individuals but there was more within the detail which will heavily impact business and entrepreneurs. Sophie and James dissect the detail and summarise key policies. #Podcast #Budget2025 #Business #Accountancy #Tax #Entrepr…
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The 10 financial mistakes you need to try to avoid
55:17
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In this week’s episode, Pete breaks down the ten biggest financial mistakes Americans are making right now — from investing too little and too late, to overspending on housing, to making car decisions that haunt their budgets for years. With the economy shifting under everyone’s feet, these missteps are more common (and more costly) than ever. Pete…
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Making the Case for Simplicity in Financial Planning - Ed Dressel [President & Owner]
22:32
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In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Ed Dressel, president and owner of Retire Ready Solutions, a company empowering advisors to simplify retirement education — especially for middle-income workers and pension-eligible employees. With nearly 40 years in the industry, Ed has identified a critical disconne…
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The Year-End Financial Reset: Closing Out 2025 Strong
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Ready to stop playing catch-up and start leading your business with clarity? We're closing out 2025 with finance expert and Master Certified Wedding Planner Matt Mitchell to help you run a clean, confident year-end reset. Together we walk through the exact steps to reconcile your accounts, fix messy categories, and review your numbers with curiosit…
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1123-Friday Q&A: Community Building, Family Building Questions, etc.
1:47:04
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When Do We Sell Our Investment Properties — Retirement Edition
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As you approach retirement, the question of whether to keep or sell your investment property becomes increasingly important. This episode explores how retirement reshapes your financial priorities, why property can shift from a growth asset to a source of complexity, and the key reasons many retirees choose to sell. From improving cashflow and redu…
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With a pension on the horizon, plus a rental property, am I in good financial shape at the age of 48? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jil…
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Social Security, Deemed Military Wages, Estate Planning, QLACs: Q&A #2601
1:43:46
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Jim and Chris discuss listener emails on Social Security claiming strategies, deemed military wages, and survivor benefits timing, a PSA from Jim and Chris on their New Year’s resolution, and QLAC use for inherited IRAs. (11:00) A listener asks whether a spouse who will be collecting spousal benefits should ever delay claiming past full retirement …
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How to Rethink Your Financial Strategy During Tr*mp Tariff SZN [BA Rewind]
1:21:49
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Happy New Year, BA Fam! In our most popular episode of 2025, Mandi was joined by two of our faves in the finance space: Chris Browning of “Popcorn Finance” and Berna Anat, author of the amazing book “Money Out Loud”. If you’re looking to level up your money game and feel good doing it, this episode’s for you. We get into: - The highs and lows of ag…
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From Survival to Sustainability: What South African Business Owners Must Get Right
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In today's episode, Warren Ingram and Pieter de Villiers discuss the critical stages of business maturity, focusing on key considerations for business owners as they transition from survival to sustainability. They cover essential topics such as key person risk, staff compensation, financial health, client engagement, hiring for culture, buy and se…
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Pete the Planner's predictions for housing, higher ed, energy and a potential tariff mess We’re in the midst of the holidays—always a good time for reflection. And this week that means holding Pete the Planner accountable for bold predictions he made in January about the economy and U.S. fiscal policy in 2025. Pete hit a bunch of these out of the p…
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Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen
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Andrew Sivertsen is a shareholder and Senior Financial Planner at The Planning Center, Inc., and he joins the show today to share how he found financial planning through one of his siblings and has never looked back. If you're interested in discovering financial planning through a non-traditional path, balancing work and CFP coursework, or growing …
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Money Questions is back for Season 2, and we’re kicking things off with a brand-new trailer that sets the tone for what’s ahead. Are money worries keeping you up at night? You’re not alone. This season, Matt (a finance expert with 20+ years of experience) and Nate (a self-employed financial planner with 15 years in the industry) are back to help yo…
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How to Invest in Marketing for Long-Term Business Growth
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In this episode, Christina Perez interviews Erin Thobias, a marketing coach, and they discuss the intersection of marketing and financial planning. They explore the importance of intentional and authentic marketing, the evolution of businesses, and the parallels between investing in marketing and financial planning. Takeaways Quality over quantity …
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1122-A New Year, A Genuinely New You: Face The World With A Clear Conscience
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Wouldn't you like to be able to walk through life with a clean conscience, unashamed by anything anyone can say about you? Time for a new year and a new you. The audio I played comes from: https://youtu.be/sm01jY4IDow?si=sctPq2-PYAcWUP3j
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Random Walk Theory Debunked: The Best Market Gains Follow the Worst Crashes – And One Easy Rule to Beat the Market
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Imagine checking your investments after a brutal market crash like during Covid with the March 16-20, 2020: -18% week. Your balance is down 32%, and panic sets in. But what if I told you the biggest rebounds, like the +12% surge the very next week almost always follow? This isn't luck; it's a pattern that makes stocks more predictable (and rewardin…
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Financial stress has become epidemic, but it doesn’t have to define your life. In this episode, Emily Stroud practices what she preaches by inviting listeners into her home and into the heart behind the Faithful Finance podcast. Every financial journey has a story. In this opening episode, Emily shares hers: how more than 25 years in financial serv…
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Veterinary medicine is demanding in ways most financial advice ignores. Schedules change, cases run long, and emotional fatigue is common. Financial plans that assume unlimited energy and perfect follow-through often don’t hold up. In this episode, we talk about how to burnout-proof your finances so your money supports you through real life, not ju…
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1121-New Year Resolutions and Goals That Will Pull You Into The Future
1:04:07
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Grow your brain with a Math-Bell www.LifeOfFred.com or a Language-Bell: www.EchoLingoApp.com Full speech by Teddy Roosevelt: https://radicalpersonalfinance.libsyn.com/945-may-your-aspirations-and-ambitions-be-higher-than-mere-wealth
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Send us a text Today Brianne and Mike talk about Mike's fall semester and all the activities he did with his kindergarten buddy. They recall him committing to Springhill and all the dances he went to. Cool Merch available on our website! website - imanassetpodcast.com Instagram - @theimanassetpodcast TikTok - @theimanassetpodcast…
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Charitable Giving: Donating Assets vs Cash
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📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ Some people think generosity starts and ends with writing a check. But what if what you give matters just as much as how much you give? In this episode, Wade explains the difference between donating cash and donating assets, and why asset-based giving can create powerful tax adva…
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Chris’s Summary Jim and I review new MYGA variations and examine how insurers and product developers are marketing hybrid annuity designs using MYGA language. We walk through four examples from an April 2025 article—“Lockdown,” “Minimum Accumulation Guarantee,” “Extra Extra,” and the “End-of-Term Equity Kicker”—and explain why these products, despi…
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1120-The Moral Tragedy of Government Welfare
1:28:12
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Browse a free chapter of all of our math books at www.LifeOfFred.com
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Married Filing Separately: What Student Loan Borrowers Need to Re-Check at Tax Time
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Filing taxes married filing separately can be one of the most powerful tools for lowering income-driven student loan payments. But it's also one of the easiest ways to make costly mistakes if you're not careful. Meagan McGuire, CFP®, ChFC®, CSLP®, walks through what borrowers need to double-check before tax season hits. You'll learn when filing sep…
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How the Rich Pay Zero Tax on Investment Withdrawals
1:01:47
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Schedule a meeting with Mark at: https://www.attleborowealth.com/disco...It is possible to pay no tax on withdrawals from your investments even if you have high income. The idea is simple, but the process and details are not. Learn the details in this video. Trump Accounts: https://www.youtube.com/watch?v=Rdv-twNZMEE3 Pillars of Investment Manageme…
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1119-The Biggest Fraud Story of The Year; What Comes Next?
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Full video: https://x.com/nickshirleyy/status/2004642794862961123?s=20 Genius Math Curriculum www.LifeofFred.com
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167. Ownership, Borrowings and Deductibility of Interest
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Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today I’m talking about ownership, borrowings and deductibility of interest. — If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. Support the show www.structuring.…
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Helping People Sleep Better with Data-Driven Reviews
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What happens when you mix analytical rigor with an everyday product like a mattress? You get NapLab, a data-driven review site created by Derek Hales, whose mission is to help people sleep better by eliminating the guesswork behind mattress shopping. In this episode of the Legacy Podcast, host Paul Dio sits down with Derek to explore how a personal…
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Episode 550: The Financial Physician December 28, 2025
1:57:56
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2025 Year In Review, How Accurate Were My Forecasts? Why Your Tax Refunds Should Be Much Higher This Year Trump Garnishing Wages Of Student Loan Deadbeats Your Tax Dollars Are Paying To Inject Beagles With Coke And Meth Drumbeats Of War Are Growing Louder The Surveillance State Knows Everything About You And Much More!!!…
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My company offers a cash deferral plan and I'm trying to figure out if it's a good way for me to save for retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to …
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The Fake Stages of Retirement: Why 'Slow-Go' Is Really About Money — Not Age
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16:54
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You've probably heard the conventional wisdom about retirement stages: the "go-go" years right after you clock out, full of adventure and travel; then the "slow-go" phase where things wind down due to age and aches; and finally, the "no-go" period of quiet homebound days. It's a neat little narrative, peddled by financial planners and lifestyle gur…
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Will a Move Blow Up Our Financial Future?
23:52
23:52
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We currently live in the Midwest and would love to move to the West Coast to be closer to family. Will such a move, with a much higher cost of living, blow up our financial future? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Social Security, IRMAA, ACA Planning, IRA to HSA Transfer, Annuities: Q&A #2552
1:11:51
1:11:51
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Jim and Chris discuss listener emails on Social Security filing timing and online claiming language, a listener PSA on IRMAA and the online SSA-44, ACA income planning before Medicare, an IRA to HSA transfer, and annuity income needs. (6:45) The guys address how to word an online Social Security application so the first check is paid for a specific…
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Getting the Foundations Right: Financial and Compliance Basics for South African Entrepreneurs
36:03
36:03
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In this episode, Warren Ingram and Pieter de Villiers discuss the essential steps and considerations for entrepreneurs who have recently started their businesses. They cover practical aspects such as financial planning, compliance, and the importance of hiring and delegating tasks. The conversation emphasizes the need for a sustainable business str…
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Pete the Planner on Humor, Habits and the Psychology of Money On this episode of Off the Record, host Nate Feltman sits down with Peter Dunn, better known as Pete the Planner, one of America’s most trusted voices on personal finance. Dunn shares how a sixth-grade stock market contest launched his career, how he blends comedy and financial coaching …
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Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen
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31:15
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Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show two years ago. If you're interested in strengthening your value proposition, reducing client churn, or learning from the real-world lessons of an adviso…
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Bob Mondo | The Law Offices of Robert J. Mondo | Beyond The Number | EP 107
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In this episode of Beyond the Numbers, host Chris Everett sits down with Robert J. Mondo, an estate planning attorney who has spent more than two decades helping families protect what matters most — with clarity, intention, and zero legal jargon. Bob brings a rare blend of deep tax expertise and an educator’s mindset, breaking down complex estate p…
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Can You Retire Early With Two Million Dollars?
27:19
27:19
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Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning. — Retiring early sounds simple when you only look at the balance sheet… until it doesn’t. In this episode of Real Personal Finance, Scott and Nick walk through why the real q…
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Cash Balance Plans Explained: EDU #2552
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1:14:06
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Chris’s Summary Jim and I are joined by Steve Sansone as we discuss cash balance plans and explain how they function as hybrid defined benefit plans that present as account-based arrangements. We cover who these plans are designed for, including high-income business owners and professional groups, how age and employee demographics affect feasibilit…
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Jesse's Ghosts of Financial Past, Present, and Future | E125
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In this Christmas episode, Jesse steps back from year-end checklists and market noise to tell a more personal story—one shaped by the "ghosts" of his financial past, present, and future. He begins with the early experiences that formed his relationship with money: a summer concession stand that taught him pricing, customer focus, and the power of s…
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The 4 L’s of a Well-Built Retirement | Michael O’Rourke
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Today, Ben is joined by Michael O’Rourke—Apex-based financial advisor, RICP®, and former environmental engineer—for a rich and human-centered conversation about what it really takes to transition from earning a paycheck to generating reliable retirement income. Drawing on years of advising and his work with the Retirement Income Style Awareness (RI…
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This week on the Wealth Builder podcast Nick talks to Financial Autonomy host Paul Benson about using debt to build wealth. Need help? - Learn about our Wealth Builder program Subscribe to our weekly GainingCHOICE email General advice disclaimer
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Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us
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57:19
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In this wide-ranging year-end conversation, Cameron Dawson, Dave Nadig, and Matt Zeigler reflect on what worked, what failed, and what the last decade has revealed about markets, diversification, and portfolio construction. The discussion moves from the collapse of traditional asset allocation assumptions to the realities of concentration risk, gol…
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