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
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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Bruce Sellery is a personal finance expert on a mission to help you get a handle on your money so you can live the life you want. He is high energy and low B.S.
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
68
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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.
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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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Ever notice that we will talk about everything before we talk about money? Sex? No problem. Politics? Bring it on. Money? Totally taboo. But not for long! Nicole Lapin— the only financial expert you don’t need a dictionary to understand, New York Times best-selling author, and host of Money Rehab— is here to rehab your wallet, so you can get your financial life together once and for all. Episodes are just ten minutes-ish... no frills, just bite-sized tips and tricks so you don’t waste any ti ...
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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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Helping you make your money last as long as you do.
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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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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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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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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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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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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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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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Welcome to the Finance Show with Joe hosted by It’s Simple founder, Joseph Daoud. We chat about the financial issues facing ordinary Australians from managing the cost-of-living to investment strategies in order to help you make more informed financial decisions. Join us as we discuss finance, mortgages and home buying in Australia! Follow us on our pages; www.itssimple.com.au Instagram: @itssimplefinance Instagram: @thefinanceshowwithjoe Linkedin: www.linkedin.com/company/itssimple
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
157
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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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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Welcome to ’Saving With Silverman,’ the ultimate guide to building your wealth and securing your financial future. Hosted by Mark Silverman, a Certified Financial Planner™ in Tucson, AZ, this podcast demystifies the complex world of investing and financial planning. Whether you’re an investing novice or looking to refine your financial strategy, join us for insightful discussions, advice, and actionable tips to navigate the financial landscape with confidence. Tune in to ’Saving With Silverm ...
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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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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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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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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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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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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Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
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The Advised podcast is hosted by Financial Planner and entrepreneur Rick Luchini. On this podcast you’ll find interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.
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A Gen Xer podcast for musicians and music lovers, where we discuss music and money without all the pretentious BS! ---Listener discretion is advised--- Hosts- Mel O-Certified Financial Planner and author of "Finances the Other "F" Word", and Zoe Terry-attorney at large.
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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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Welcome to the "Financial Foundations" podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management. In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
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20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Lovewell Blake
114
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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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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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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Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
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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 simply make better money choices, Jess & Brandon have got 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. ...
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The Numbers Game — It’s finance, investment and business but not as you know it. Each week Jason Robinson (CPA Accountant), Nick Reilly (Planner) and Marty Vidakovic (Finance) come together to bring you strategy and advice around the importance of knowing your numbers in life and business. Numbers really do tell a story so let us help you make it a good one.
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1
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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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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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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The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots
Scott Osborn
056
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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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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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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Do You Have a Real Financial Plan? Advice-Only Planner Sandi Martin Explains
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A lot of people think they have a financial plan — but do they really? Bruce is joined by Sandi Martin, a certified advice-only financial planner, to break down what a real financial plan looks like and why it matters. You’ll also hear why a real plan is more than just an investment portfolio or a set of bank statements, how to stress-test assumpti…
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CE Credit Episode: AI & the Future of Financial Advice
1:10:12
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In this 1 CE-credit episode, host Belle Osvath, CFP® talks with two leading voices about how artificial intelligence is shaping the industry and what it means for the future of financial planners. CE Credit Instructions Listen to the full episode. Take the quiz: https://www.surveymonkey.com/r/fpancaaipodcastce Receive 1 CE credit upon completion. L…
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James is joined by Mat Waters from Lovewell Blakes Halesworth office to talk about the Lovewell Blake Community Fund. Aimed at small charities and clubs based in East Anglia this episode delves into the origins of the fund, how Mat and his colleagues administer fundraising and tips on how applicants can request a grant. #Fundraising #SupportLocal #…
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Future-Proof Your Business: Financial Freedom for Wedding Planners
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Wedding professionals pour their hearts into creating flawless celebrations for their clients, yet many overlook one critical detail—their own financial futures. In this eye-opening episode, Matt Mitchell, Master Certified Wedding Planner, Certified Educator, and founder of The Event Ledger, joins Krisy Thomas, COO of the CWP Society, to share how …
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Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl
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Caroline Piehl is a partner at TimeWise Financial, and she joins the show today to share her non-traditional path to financial planning. If you're interested in navigating career pivots, building a family-founded firm into your own, or learning what it takes to merge and grow a business, this episode is for you! Listen in as Caroline shares how she…
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3 Secrets to Building Generational Wealth and Everything You Want To Know About Working With a Financial Planner
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Today, Nicole tackles one of the most important, but often intimidating, questions in personal finance: should I have a financial planner? If the answer is “yes” (and lets be honest, it probably is!), that sets off a domino effect of other questions: When I’m looking for a financial planner, what questions should I ask? Do I have to be rich to get …
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Are Financial Planners Only For the Wealthy?
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Think financial planners are only for the wealthy? Ray Regmi and Malissa Vargas from Ryker Capital don't think so, revealing why financial advice might be most valuable for everyday Australians. Ray, with 21 years in financial services, and Malissa, with 32 years in lending, share powerful insights about the transformative impact of good financial …
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Financial Planners Reviewing a "Professional's" Financial Plan
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Dr. Dan & Emily review a financial plan by a team of "professional" financial planners. See Dr. Dan & Emily review the plan on video: https://youtu.be/7ALOJsGQ4qU To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners…
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Episode 01: Are we Advisers or Coaches? Rethinking the role of a Modern Financial Planner
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In this episode, Warren Shute and Paul Cleworth take to the riverbank to explore the evolving role of the modern financial planner. Like a great rowing coach, today’s adviser isn’t just there to shout instructions — they’re guiding from the sidelines, helping clients find their own rhythm, set the pace, and steer toward a meaningful destination. Th…
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Financial Red Flags That You Think You Get Away With
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Are all financial red flags truly dealbreakers? Not necessarily. This week, Pete and the team dig into the money habits that look risky on paper—but can actually be fine if managed with discipline. From Buy Now, Pay Later to car leases to living paycheck-to-paycheck, we explore the nuance between a red flag in isolation and a pattern that leads to …
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Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker
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Jeanna Fifer is a partner and Kristin Baker is an associate financial planner with Cordis Financial, and they join the show today to talk about their distinct paths into financial planning. If you're interested in exploring career pivots, finding the right professional fit, or learning how collaboration can create long-term success in financial pla…
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280 - AI, People, and Change: Jim Kerley Live from LIMRA
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Recorded live on the floor of the LIMRA Annual Conference, host Paul Tyler and guest host, Tom Rios sit down with Jim Kerley, Managing Partner at Clearview Partners, for a candid conversation on what really moves the needle: going deep with AI (not broad), building a clear roadmap, and supporting people through constant change. Jim shares pragmatic…
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524: A New 4-Bucket Approach to Investing Before and After Retirement
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You're told to shift from “growth” to “protection” the moment you retire and leave the workforce. But is it really that simple? Join us as we break down the false dichotomy of pre- vs. post-retirement investing, showing why your strategy should always include a mix of offense and defense. In this episode, we discuss: Your biggest risks in retiremen…
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When Trust Matters Most: Leadership Lessons from South Asian Wedding Planning
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Navigating the magnificent scale of South Asian weddings demands more than standard planning approaches—it requires masterful team leadership. In this compelling episode, Certified Wedding Planner and Educator Rima Shah of Big Guava Events joins Krisy Thomas, COO of the CWP Society, to share battle-tested strategies for building, preparing, and lea…
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What is the meaning of life? What truly makes it worth living? How can having a meaningful life help you become financially independent? It comes down to responsibility. Choosing what you want to be responsible for gives your life structure, direction and purpose. It’s also the same mindset that can help you become financially independent. In my la…
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Downsizing in retirement often sounds like an easy decision, but it’s rarely that simple. In this episode, Scott breaks down some of the most common downsizing myths - like whether a smaller home really lowers monthly expenses - and explains why the numbers don’t always add up. Tune in for practical insights to help you weigh whether moving to a sm…
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7 Signs You’re Closer to Retirement Than You Think
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We’ve been told our whole lives that retirement happens at 65—maybe 62 if you’re lucky. But in my experience, that traditional timeline isn’t always the reality. In fact, for many people, retirement may be much closer than they realize. After nearly 20 years of building retirement plans, I’ve noticed a recurring theme: Most people overestimate how …
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What to Learn from Retirees Who Donated All Their Money
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In this episode, we walk through all the years of planning we've done for two fictional clients near the end of their retirement. Adam & Alice have saved super well but don't have any family to pass these assets onto. Their plan covers how to give everything away, healthcare in your older years, and building estate plans. We are Financial Design St…
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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 financi…
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107: Avoid Money Drama: How Early Should Finances Come Up in Dating
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In this episode, Jessica and Brandon dive into a tricky but essential question: How soon should you bring up money when you're dating? They unpack why money often feels taboo, share tips to start the conversation without tension, and explore real‐life stories about financial expectations, backgrounds, and values. Whether you're in your 20s, 30s, or…
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Homie: The App Helping First-Time Homebuyers Build Buying Power
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Buying your first home can feel overwhelming — from saving a down payment to understanding mortgage rules. In this segment of Moolala: Money Made Simple with Bruce Sellery, Bruce talks with Andrew Peker, founder and CEO of Homie, a new Canadian fintech app designed to help first-time homebuyers understand, track, and grow their buying power. Andrew…
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Retire Often: How to Take Mini Retirements Without Derailing Your Finances
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What if you didn’t have to wait until 65 to enjoy retirement? Bruce sits down with Jillian Johnsrud — coach, speaker, and author of Retire Often: How Anyone Can Take Multiple Career Breaks to Unlock Adventure, Advance Their Career, and Find Financial Freedom. Jillian shares how mini retirements — intentional breaks of a month or longer — can help y…
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Turning Empty Offices into Co-Living Spaces for Young Professionals
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Vacant office towers could be the key to solving Canada’s housing affordability crisis. Bruce speaks with Robert Barnard, CEO of Toboggan Flats, about their innovative plan to convert underused downtown office buildings into co-living spaces for young professionals. You’ll hear about: Target rents of $1,100–$1,300 all-in, aimed at roughly 30% of th…
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E275: The Truth About the Future of Social Security
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So what is the actual state of Social Security based on the most recent data and analysis? And what does this mean for your financial future?By Michael Reynolds, CFP®
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Wall Street News Roundup: Is President Biden Broke? Plus, Airline Drama and New Trends in Unemployment
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Today, Nicole shares the biggest headlines on Wall Street and how they will affect you and your wallet. In this episode, she unpacks Spirit Airline's latest bankruptcy, the latest trends in unemployment data and whether President Biden needs Money Rehab. This podcast is for informational purposes only and does not constitute financial, investment, …
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This week, with Jim away at a conference, Chris is joined by Jake for an EDU episode that takes the shape of a Q&A, focusing on tax planning strategies. The guys cover a series of emails that highlight how different tax rules and opportunities intersect with retirement planning, income management, and financial decisions. (10:30), the first questio…
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Is the Wealth Gap a Sign of Injustice? What’s Fair? | KJ Smith
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Today, Ben welcomes KJ Smith—financial advisor, theologian, and founder of Ethos Logos Investments—for a conversation about what it means to bring Catholic social teaching into the heart of financial life. KJ shares how his unlikely pairing of finance and theology has become a vocation, shaping his mission to help Catholics invest in ways that hono…
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Episode 02: The Art of Being Seen – Should Every Planner Become a Content Creator
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In this episode, Paul and Warren step into creative territory, asking a big question that’s facing more and more financial planners: should content creation be part of your role in 2025? With digital platforms becoming the first place clients look for credibility and connection, planners are increasingly expected to show up — not just with technica…
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Are all properties guaranteed to rise in value? Is a Self Managed Super Fund always the smarter choice? In this episode of Financial Autonomy, Paul tackles two of the most persistent myths in personal finance and reveal the hidden risks that can cost you dearly. From the pitfalls of off-the-plan property purchases to the real costs (and responsibil…
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Invest Like the Best: Three Pro Tips from Famed Investors Ray Dalio, Warren Buffett, and Michael Burry
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Want to invest like the best? Today, Nicole shares tips from three of the greatest investors of our time: Ray Dalio, Warren Buffett, and Michael Burry. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any…
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Rate & review the Simply Financial Podcast on ITunes Podcast ReplayBy Christopher Calandra
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Co-Living Conversions, Real Financial Plans, Mini Retirements & a First-Time Homebuyer App
1:05:20
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Housing costs keep climbing, but smart ideas (and smarter planning) can help you move forward. In this episode of Moolala: Money Made Simple with Bruce Sellery, we explore four timely topics: turning empty office towers into co-living spaces for young professionals, what a real financial plan actually includes, how to design mini retirements withou…
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Purpose After Paycheck | What Are You Retiring To?
11:51
11:51
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Retirement isn’t just about leaving your job behind, it’s about discovering what you’re retiring to. Too many people treat retirement like a permanent vacation, but without purpose, structure, and identity, those years can quickly turn into burnout, anxiety, or boredom. In this episode, we dive into how to prepare for life after the paycheck, why f…
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Join us for a special live recording from FinCon as we pull back the curtain on what’s happening with student loans right now. We're talking about the current state of federal programs, what's working, what's not, and where things might be headed — especially for those of you dealing with big debt loads from professional and graduate programs. If y…
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160. The Need for Loan Splits when Debt Recycling into Different Shares
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4:24
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Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today’s topic is about debt recycling and the need for splitting loans. — 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.com.a…
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More Than a Vendor: Becoming a Venue’s Trusted Planner
25:38
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Ever wondered what venue coordinators really think when wedding planners walk through their doors? In this eye-opening conversation, Nikki Rodgers, Master Certified Wedding Planner and Certified Educator, joins Krisy Thomas, COO of the CWP Society, to pull back the curtain on both sides of the planning experience. With over a decade of experience m…
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Dr. Dan & Daniel discuss the importance of estate planning, why it doesn't matter if you have a simple or complicated situation, and the importance of being deliberate about to whom and what you leave in your estate. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consul…
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Selling with integrity: Dr. John Abbondaza's journey of ownership up to and through a sale to private equity
1:00:23
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Selling to PE can be conflicting for some owners. On this episode, Dr. John Abbondanza discusses the decision-making process, the importance of understanding one's values, and the impact of the sale on his team and patients. The conversation delves into the nuances of private equity in optometry, the significance of communication during transitions…
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How Maggie Q Went From Spending $0.75 per Day to Hollywood Stardom and a Wellness Empire
59:31
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You’ve seen Maggie Q on the big screen in Mission Impossible III, Nikita, and now in the Bosch spin-off Ballard—but what you haven’t seen is the money hustle behind the scenes. Until now. Today, Maggie joins Nicole to share her extraordinary journey from being broke to building real wealth, financial independence, and a wellness empire. She opens u…
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Why So Many Americans Are Claiming Social Security Early in 2025
24:48
24:48
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So far in 2025, early Social Security filings have jumped dramatically compared to last year. Nearly half of those filing early say they’re doing so because they’re worried about cuts. But will filing early really help? In this episode, we talk about what the data shows, what most people get wrong about Social Security cuts, and how to think about …
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Financial Risk Worth Taking (and Risks You Should Avoid)
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Is all risk bad? How can you tell how much risk you should take, or know when you’re not taking ENOUGH risk to earn the return you need? What’s more important, risk tolerance or risk capacity? With 2025's market volatility creating concern and worry for investors, we’re exploring why no investment worth making is without risk… and why trying to avo…
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How to Win on Social Media - Vanity Metrics vs Real Results
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Today we celebrate episode 250 and dive into the real difference between vanity metrics and meaningful results on social media. We unpack why likes and views don’t always equal clients, the power of long-form content, and how to choose the right platform for your audience. If you’re in business or professional services, this episode will help you c…
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Episode 536: The Financial Physician September 21, 2025
1:37:21
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Fed Lowers Interest Rates 0.25%, What Does It Mean For Markets and Economy Jimmy Kimmel Show Canceled, Left Goes Nuts More Political Violence To Come Are Your Children Endangering Your Retirement? Do You Have A Death Binder? How And When To Have "The Financial Talk" With Elderly Parents And Much More!!!…
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I was recently informed that I will be without a job as of the beginning of the next federal fiscal year. I think that I'm fine financially, but my fiancé has expressed concerns about me being without a job. Have a money question? Email us here Subscribe to Jill on Money LIVE S…
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I joined CBS Mornings with essential financial tips to help recent high school graduates manage their money, avoid costly pitfalls and build a strong foundation for long-term success. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to …
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IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538
1:15:25
1:15:25
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Jim and Chris discuss listener questions on IRMAA reductions and Roth-conversion effects, widow filing status and IRMAA, in-kind stock Roth conversions and RMD transfers, annuity RMD interactions, and 60-day rollover mail timing. (7:45) George asks whether an approved SSA Form 44 that reduced 2025 IRMAA will also govern next year, how a large 2026 …
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From Debt to Growth: Your Money Roadmap in Your 20s & 30s
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29:42
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In this episode, Warren Ingram and Pieter de Villiers discuss essential financial principles for young adults, focusing on the importance of paying off debt, the benefits of tax-free savings accounts, and long-term investment strategies. They speak to the significance of education in financial success and the need to choose the right retirement pro…
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Claire and Ethan, a newly married couple in their early 30s, are sitting on $450,000 in cash after selling property and combining finances — and instead of feeling secure, they’re feeling anxious. With a baby on the way, strong incomes, no debt, and a net worth north of $2 million, their dilemma is how to balance competing goals: buying a home, inv…
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279 - A Discussion on the Future of Insurance Technology with Aspida's CIO and CTO
46:38
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Join That Annuity Show hosts for an insightful discussion with Chief Information Officer, Alex Seidita, and Chief Technology Officer, Jason Pedone of Aspida. Hear about the benefits of an API-first architecture for straight-through processing and how they're exploring AI as a productivity multiplier rather than job replacement. The conversation exp…
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