Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Financial Planning Principles Podcasts

show episodes
 
Artwork

1
The Ramsey Show

Ramsey Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily
 
The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2–5 p.m. ET. Learn more at www.ramseysolutions.com
  continue reading
 
Artwork

1
PSG Financial Services

PSG Financial Services

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
  continue reading
 
The Financial Answer is hosted by Nathan O’ Bryant, founder of O’Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear exp ...
  continue reading
 
Artwork

1
White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
  continue reading
 
Artwork

1
Open Exam Prep

Ran Chen, EA, CFP®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Open Exam Prep: Mastering Financial Exams The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part. Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better reso ...
  continue reading
 
Artwork

1
Your Money Radio Show

Wealth Enhancement Group

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
  continue reading
 
A 20-episode educational podcast series designed to build financial literacy from the ground up. Whether you're just starting your financial journey or looking to strengthen your foundation, this course covers everything from budgeting and debt management to investing strategies and protecting your wealth. Each 10-minute episode breaks down complex financial concepts into clear, actionable lessons—without jargon or judgment. Designed to be universally applicable across countries and cultures ...
  continue reading
 
Artwork

1
Power Up Wealth

Smedley Financial

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
  continue reading
 
Financial advisors, does this sound familiar? You're barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I'm James Pollard. I'm the founder of TheAdvisorCoach.com and host of the "Financial Advisor Marketing" podcast. This podcast is rooted in timeless principles designed to help financ ...
  continue reading
 
Artwork

1
Halal Money Matters

Saturna Capital

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.
  continue reading
 
Artwork

1
Free Lunch

Canvas Wealth

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approa ...
  continue reading
 
Artwork

4
Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
There are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market. But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It's overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals. That's why many step away from conventional financial thinking: It doesn' ...
  continue reading
 
Artwork

1
Orion's The Weighing Machine

Orion Portfolio Solutions

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment tea ...
  continue reading
 
2025 Best Christian Finance Podcast in the U.S. — Best of Best Review I believe money isn’t just about numbers — it’s about confidence, stewardship, and faith. If you’ve ever felt trapped in the cycle of financial shame, I want you to know — you’re not alone, and you don’t have to stay there. I’m Ralph Estep Jr., and on Financially Confident Christian, I help you blend Biblical wisdom with practical financial strategies so you can finally find peace with your money and purpose in your plans. ...
  continue reading
 
Artwork

4
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

John De Goey (a podcast covering financial literacy, financial advisors & wealth)

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
  continue reading
 
How does Christian teaching on managing our finances well tie in with the modern UK financial system? Your hosts, Simon Glazier & Bex Elder, will help you navigate the key issues of financial planning and advice with reflections on, and references to, key biblical principles that should underpin our approach to money, wealth and possessions.
  continue reading
 
Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
  continue reading
 
Make Financial Literacy Accessible Through Compelling Storytelling Join Dr. Andrew Temte every Saturday for Money Lessons—a weekly financial education podcast that transforms complex economic concepts into accessible, engaging stories. Each bite-sized 10-minute episode builds your financial knowledge through historical narratives and practical applications, making this the perfect podcast for anyone seeking to improve their money management skills and investment understanding. What You'll Le ...
  continue reading
 
Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
  continue reading
 
Do you want to live a fulfilled and meaningful life? In this podcast, Jonathan introduces his principles for living a fulfilled and meaningful life, as well as sharing the key financial and wealth planning strategies you need to focus on to achieve this.
  continue reading
 
Artwork

1
Freedom To Retire

Jim Cipriotti

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
  continue reading
 
Threads of Enlightenment is a top-ranked personal development podcast that deals with the principles of self-development and growth. We interview people from all walks of life to discuss their journey of self-development and the principles they utilized to overcome their fears to achieve their desired outcome. We cover a wide range of topics from overcoming devastating illnesses, mental illnesses, anxiety, depression, ADHD, bipolar disorder, substance abuse, divorce, financial devastation, l ...
  continue reading
 
Artwork
 
Welcome to Catholic Money Talk where we talk about all things money and finance. Many times we look at financial decisions and money matters in a vacuum. But here we try to look at these same items through a Catholic lens. If God made us to know him, love him, and serve him in this life so that we can be happy forever with him in the next, we need to determine how we can know, love, and serve him with our finances. We tackle topics like debt, home buying and other large purchases, insurance, ...
  continue reading
 
Artwork

101
Real Estate FastPass

Jimmy Vreeland

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The typical hype about "Financial Freedom" is so misplaced. Why would any guru encourage a high-performing, high income earner to quit their job? It truly doesn't make sense and we're happy to help you see why. In the Real Estate Fast Pass Podcast, host Jimmy Vreeland discusses the strategies involved in building a 20-unit real estate portfolfio to hit your target with 3 times faster with a 3rd of the typical capital. Everyone knows Wall Street is buying up main street, Jimmy and his team at ...
  continue reading
 
Discovering Responsible Wealth will help you discover the principles of Responsible Wealth – principles that can change your life, to be good stewards of all the God has blessed us with, and to live life to its fullest potential.Frank’s message is simple: Finances have an impact on every aspect of your life. However, to have the life that God desires for us, your life must be in balance and money must be placed in the proper context. Discovering Responsible Wealth focuses on life’s “Wealth B ...
  continue reading
 
Baptist Management System (BMS) is an improvement system that focuses on creating a holistic management system built on purpose, people, and process. BMS exist within the overall operating system of Baptist Memorial Health Care. BMS promotes and is based on the following 11 Guiding Principles: Respect, Humility, Trust, Empathy, Perfection, Process Focus, Scientific Thinking, Quality at the Source, Flow and Pull, Constancy of Purpose, Systemic Thinking. As we embed the 11 Guiding Principles i ...
  continue reading
 
Before women build wealth, they have to believe they can. Money, Legacy & Her is a space for that transformation. This podcast is for ambitious women—founders, professionals, and first-gen leaders—who are ready to take ownership of their finances, shift their mindset, and rewrite the narrative around money and legacy. Hosted by Darice Rene—CEO of Power Collective Enterprises; Commercial Broker, Business Strategist, and Creator of the Build Wealth Your Way Framework—each episode is equal part ...
  continue reading
 
Artwork

1
Advancement

Cairn University

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Advancement is a podcast from the Office of Advancement. Planned Giving Officer Keith Johnson helps listeners understand financial principles, and establish practical and godly wealth management habits.
  continue reading
 
Your go-to podcast for mastering money and investing. Hosted by Tyler Gardner, a trusted influencer with over 3M followers, Your Money Guide on the Side simplifies the complex, adds nuance to what seems simple, and connects you with the brightest minds in finance, investing, and business. Whether you’re just starting or leveling up, this is your one-stop resource to navigate your own finances with clarity, confidence, and a bit of fun. Let’s get you one step closer to where you need to be.
  continue reading
 
The Freedom Nation podcast is the home of Freedom Day, the achievement of a work-optional lifestyle. Our show focuses around personal finance, real estate, multiple sources of income, cashflow, and the stories of people that have achieved their own Freedom Days. Our host is Jeff Kikel a 30 year veteran of the Financial Services industry that attained his own Freedom Day by building multiple streams of income, selling some, buying more and sharing his story with the audience.
  continue reading
 
Artwork
 
The 800+ Financial Freedom Podcast is here to give Financial Tips to help you get back on track Financially and to Help you reach the 800+ Club. The 800+ Financial Freedom Podcast can help you overcome financial challenges with three simple steps. First, we discuss setting up a plan to help reach your financial goals. Secondly, we apply financial discipline to your life with teaching you the principles on how to change your financial situation. Last but not least we motivate and encourage a ...
  continue reading
 
Welcome to the AfroEconomics with JB Bryan Podcast! Visit the website www.AfroEconomics.com for details on events, books, and membership. JB Bryan is a pioneer in the investment industry. In her podcast she shares POWERFUL financial tips. AfroEconomics is JB Bryan's Trademarked Financial Management Program based on her 10 key financial principles from her book AfroEconomics: Our Black Wealth Matters. Check her out! Get EMPOWERED!
  continue reading
 
Hey! This is Carol Dewey I’m excited to be bringing you Navigating an Abundant Retirement. This show is going to be your GPS to the principles to create a more worry-free retirement with less stress…... In this podcast you will: 1. Get crystal clear on your destination 2. Identify the biggest retirement obstacles retirees now must overcome 3. Gain new mindset to retiring abundantly 4. Have new solution to retiring abundantly AFTER THE EMBRAER 176 touched down at Chicago O’Hare, I put the dra ...
  continue reading
 
World's #1 expert on the Law of Emergence reveals ancient secrets and quantum healing practice that have helped hundreds of thousands end the struggle of self-improvement, find their life purpose, achieve financial freedom and abundance, master productivity and creativity, and gain true wealth and happiness. Join the many listeners who have had instantaneous breakthroughs and healings -- and begin living The Best Year of Your Life! For free tools and programs to support the Best Year of Your ...
  continue reading
 
Welcome to the Stansell Wealth Planning Podcast, where faith and financial wisdom come together to help you build a prosperous future. Hosted by Cody Stansell, Owner and Senior Wealth Advisor, this podcast offers expert advice on Christian-based financial planning for individuals, families, and business owners looking to create a life of purpose and fulfillment. In each episode, we cover a range of topics, including investment strategies, tax planning, retirement preparation, and wealth mana ...
  continue reading
 
Artwork

1
The Point Podcast

Basepoint Wealth

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management. We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener ...
  continue reading
 
Artwork

1
Happiness in Retirement

Del-Sette Capital Management LLC

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
  continue reading
 
Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
  continue reading
 
Artwork
 
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
  continue reading
 
Artwork
 
There are lots of universal things that people can do, which make up a large proportion of the recipe for financial success, that are much simpler than you think. Rather than keep them to myself and share them only with my clients, I want to share them with you to help educate, encourage and give you the confidence to take action. Welcome to James Talks Finance, the show where we aim to simplify the world of personal finance and financial planning to enable you to get control and take action ...
  continue reading
 
Struggling to find practical tools that actually move the needle in your business and life? You're not alone. That’s why The Trusted Team Blog Podcast exists. Each week, we spotlight one powerful Trusted Team tool, from strategies that streamline your work, to ideas that spark real personal growth. Paired with a quick NotebookLM podcast summary, this series helps you apply simple, effective principles with confidence. Whether you're looking to build better partnerships, create more time, or ...
  continue reading
 
Loading …
show series
 
On this special 10-year anniversary episode of The Dentist Money Show, Matt, Ryan, Will, Jake, Taylor, and Rabih revisit the 10 core financial principles that we still believe in today. They break down why many dentists still feel stressed even after hitting their income goals, how rising targets can create new layers of pressure, and why true sati…
  continue reading
 
🤔 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Think you’re good with money? Take our Money in America quiz!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ While we are out for Christmas break, we've compiled some of our favorite Dave and John calls from the past two years. We'll be back with a live show next week! Dave Ramsey & John Delony answer…
  continue reading
 
Are you confident that the financial advice you’re getting is actually helping you make better money decisions? Most people focus on what financial advice they receive—but far fewer think about who is delivering it and how they were trained. In a world of rising debt, longer retirements, emotional money decisions, and financial stress, choosing the…
  continue reading
 
New year, same bills. Want a fresh start? This episode is all about shaking off last year’s stress and diving into a fresh start, because guess what? New year, new mercy! We chat about how we don’t need to drag our baggage into 2026; instead, we can embrace a clean slate and let go of the guilt and shame. With a sprinkle of hope and some practical …
  continue reading
 
Today's episode dives into a hotly debated topic in physician employment: 1099 work. We're joined by Tod Stillson, who brings an enthusiastic case for why independent contracting and self employment can open doors and empower doctors in ways traditional employment often doesn't. Dr. Dahle offers a thoughtful counterpoint, questioning just how impac…
  continue reading
 
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- How interest rate changes…
  continue reading
 
We’ve become far more comfortable with debt than we used to be. In this episode of The Free Lunch Podcast, Rob Carrick, one of Canada’s most trusted personal finance journalists and longtime columnist at The Globe and Mail joins Greg and Colin to talk about how consumer culture has reshaped our relationship with money. They discuss frictionless spe…
  continue reading
 
🤔 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Think you’re good with money? Take our Money in America quiz!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ While we are out for Christmas break, we've compiled some of our favorite Rachel and George calls from the past two years. We'll be back with a live show in the new year! Rachel Cruze & George …
  continue reading
 
What do you do when the thing you've been building needs room to become something bigger? Most people barrel into January with fresh goals, new planners, and that familiar pressure to start strong. But what if the bravest thing you could do right now is... pause? This isn't a farewell episode. It's a pivot point. In this final episode of the year, …
  continue reading
 
Today, we’re diving into why New Year’s resolutions can be more pressure than pleasure. Let’s be real. Who hasn’t set some grand goal only to crash and burn by week two? Afraid You’ll Stall Again? I mean, I’m usually done by day two, sometimes even hour two! Instead of hyper-focusing on those fleeting resolutions, we’re chatting about discipleship …
  continue reading
 
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The federal tax-exempt st…
  continue reading
 
In this enlightening conversation, Dana Che Williams and I explore the profound themes of time, personal journey, marriage, personal growth, and the importance of serving within the context of family and church. Dana Che Williams is a Christian Marriage Coach, Speaker and Podcast Host of Rebuilding Us: Marriage Podcast. Dana shares her experiences …
  continue reading
 
On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most powerful tools in investing. Using historical data, they show why a globally diversified portfolio has a long history of positive long-term performance and why holding cash may be riskier than most investors realize. They highlight common…
  continue reading
 
🤔 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Think you’re good with money? Take our Money in America quiz!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ While we are out for Christmas break, we've compiled some of our favorite Rachel and Ken calls from the past two years. We'll be back with a live show in the new year! Rachel Cruze & Ken Colema…
  continue reading
 
Are you heading into the new year in 2026 hoping your finances improve — without a clear plan? As the new year approaches, optimism is high, but uncertainty is real. This episode encourages you to pause, reflect, and use the momentum of a new year in 2026 to clarify your money goals and build simple saving money habits that fit your real life. In t…
  continue reading
 
Feeling Lost Heading Into January? Trust me, you’re not alone! Today, we're diving into how to tackle that overwhelming to-do list and swap chaos for calm. I’ll share my top five action steps, what I like to call the Focus 5, that’ll help you crush the end of the year with confidence. Forget trying to do it all; let’s focus on the right things, so …
  continue reading
 
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam exam.In this episode you will learn:- The difference betwe…
  continue reading
 
🤔 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Think you’re good with money? Take our Money in America quiz!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ While we are out for Christmas break, we've compiled some of our favorite Rachel and Jade calls from the past two years. We'll be back with a live show in the new year! Merry Christmas! Rachel …
  continue reading
 
For those of you looking for more helpful resources, check out the amazing companies that make this endeavor in free financial literacy possible: 1) If you are running small business and DON'T want to make your taxes yet ANOTHER small business, check out Gelt today. They can help small business owners and high net worth individuals who are looking …
  continue reading
 
Feeling pumped in January, but then kind of drifting by week two? Feeling Scattered Already? Yeah, we’ve all been there. Today, we’re diving into the power of small, intentional choices that can totally change your game. Seriously, it’s those little decisions that can steer your next 90 days, and who wouldn’t want that? We’re all about finding thos…
  continue reading
 
Today we are talking with a PA who has become a millionaire. This PA has a great story and is in his second career and having tons of success. He lives in a high cost of living area but is not letting that slow him down. He got his education paid for with the NHSC scholarship and has zero debt. Now that his career is cruising he has taken up his pa…
  continue reading
 
Send us a text As we begin a new year, it’s the perfect time to pause and take an honest look at our finances. In this episode of Catholic Money Talk, Paul Scarfone shares seven practical questions to help you assess last year’s wins and challenges, identify priorities, and create a clear plan for the year ahead. This episode focuses not just on nu…
  continue reading
 
Most financial advisors think they have a niche, but what they really have is a big demographic. In other words, their niche is too broad… and when your niche is too broad, it sabotages your marketing. That's the bad news. The good news? If your niche is too broad, I can help you fix it in 20 minutes. But only if you listen to this episode. Show hi…
  continue reading
 
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The fundamental differenc…
  continue reading
 
In this enlightening conversation, with Dr. Alain Salas, we explore the intricate workings of the `human mind` and how our `mindset` plays a pivotal role in our overall well-being. The discussion touches upon the `placebo` effect, emphasizing the power of belief and the `importance of taking action` in our journey of `personal development`. This ep…
  continue reading
 
Are you trying to handle your entire financial world by yourself? Who’s on Your Financial Dream Team? Well, let me tell you, you’re not meant to do it solo! In this episode, we dive into the importance of having your own financial dream team. We chat about how having the right crew—like a tax pro, a financial advisor, and a mentor—can save you time…
  continue reading
 
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The key differences betwe…
  continue reading
 
The Wealth Authority Reset is a three-part podcast series for high-earning women who are successful on paper — but know their money is meant to do more. If you’ve ever felt financially stable yet spiritually unsettled… confident in your career but unsure about your wealth decisions… or quietly aware that your income hasn’t fully aligned with your c…
  continue reading
 
In this inspiring conversation,with spiritual coach and psychic medium Alexa Darrin she shares her personal journey of `finding purpose` and feeling lost, which ultimately led them accessing the Akashic Records. This practice aims to connect individuals to their soul level and of purpose, fostering `personal growth` and `self improvement`. The vide…
  continue reading
 
In this episode of Money Lessons, Andy explores the evolution of corporate bond markets, highlighting their historical significance, the role of credit ratings, and the legal protections that make corporate lending viable. He emphasizes the importance of understanding corporate bonds as a stable investment option compared to stocks, and discusses t…
  continue reading
 
Unsure Where to Start? What’s Your First Step into the New Year? We’re diving into how to build real momentum without the pressure of those pesky resolutions that nobody actually follows. The key takeaway? You don’t need to be perfect to get started; just a few small, consistent actions can create some serious momentum that lasts way past the Janua…
  continue reading
 
Comparison is not your enemy—it's a sign you've forgotten who you are. In this heart-opening message, Derek Rydall reveals why comparing yourself to others is an ego illusion that steals your power and delays your destiny. Learn how to shift from competition to contribution, reconnect with your soul's unique assignment, and remember that your value…
  continue reading
 
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- Differentiating T-bills, …
  continue reading
 
🤔 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Think you’re good with money? Take our Money in America quiz!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ While we are out for Christmas break, we've compiled some of our favorite Ken and George calls from the past two years. We'll be back with a live show in the new year! Merry Christmas! Ken Cole…
  continue reading
 
Feeling like you're just bad with money? Trust me, you're not alone. A ton of folks carry that same weight around, but it’s time to flip the script! Stuck in Old Money Stories? Ready for a Growth Mindset? We dive into how those negative thoughts can freeze your progress and keep you stuck in a rut. But here's the kicker: God can totally renew your …
  continue reading
 
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam exam.In this episode you will learn:- The difference betwe…
  continue reading
 
Loading …
Copyright 2026 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play