A podcast for growth-minded financial advisors
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Financial Readiness Podcasts
Wealth manager Warren Ingram's weekly contributions on The Money Show have built this impressive archive of audio on a broad range of themes.
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Podcast by Palisades Gold Radio
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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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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Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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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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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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A weekly educational podcast from the founder of The Financial Coach Academy®, Kelsa Dickey, that will teach you how to create and grow a profitable financial coaching business that you LOVE and are proud of. At The Financial Coach Academy®, we are passionate about helping you create the business of YOUR dreams – whether that’s a side hustle, part time gig, or 6+ figure company. Get ready to elevate your success!!
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With its approachable style and no-nonsense views, The Personal Investor is the essential weekly investing podcast for smart investors. Join Ed Monk as he explores investing, financial news, stock markets and economics. With his 360˚ view of the world of investment, Ed provides a well-balanced take on the latest developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approac ...
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Two Black Guys with Good Credit is a show about two black guys from Canada living in the US for over 20 years - Arlington in Los Angeles and Shaun in Brooklyn. Both are business owners with successful track records and, of course, good credit! Each week they will bring you their ‘straight talk’ and at times humorous perspective on making, managing, and protecting your money. Two Black Guys with Good Credit will educate, entertain, and inspire you to achieve YOUR financial goals. Support this ...
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GentleMan Style Podcast-God, Family, Finance, Self
Marcus Norman-Entrepreneur, Licensed Professional, insurance, finance, reti
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This show is dedicated to discussing the hot topics in our society and challenges men grow up and go through in life whether it be finances, relationships, and leading your homes with God at the forefront.
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Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA. We'll teach you how to reduce taxes and increase income so you can have a bigger impact on your family, friends and the causes you believe in.
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The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Hear the latest financial news in a fun and digestible format. A must-listen for anyone interested in trading, investing, markets, crypto and finance. Brought to you by global multi-asset investment platform eToro.
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Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing. Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey. In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions. J ...
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The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money. Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared. “The litmus test f ...
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Macro Minutes - RBC Capital Markets macro and market strategy series – explores the latest financial market and economic developments. Listen today to hear high conviction insights from RBC’s desk strategists and research analysts.
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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.
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When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
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Filmmaker Mark Roberts (Meet Me Next Christmas, Strangers with Candy) and aspiring filmmaker Rod "Tuddy” Rinks discuss in detail how to navigate the treacherous world of filmmaking from pitching, financing, casting, securing rights, post-production, distribution etc. We cover it all!
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Smart Retirement Planning. Straightforward Advice. Welcome to The Fiscal Physical Retirement Podcast, the show built for professionals and pre-retirees who want clarity, confidence, and control over their financial future. Hosted by Aaron Hoisington and retirement planner Ryan Nelson, founder of Alchemy Wealth Management and author of Your Fiscal Physical, this podcast delivers practical advice, expert insights, and real conversations about retirement readiness, tax-efficient investing, and ...
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Money & Taxes from Bb to XYZ is the personal finance podcast for baby boomers as well as those in generations X, Y, and Z. Real financial planners break down a single money topic in each episode — and leave you with actionable takeaways at the end.
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Welcome to the Ready Your Future Podcast - your resource for preparedness, survival, homesteading, and more, designed to help you build a better future. We understand that life can be unpredictable, and our podcast offers valuable insights, practical tips, and actionable advice to help you prepare for any situation that may arise. We provide essential information and guidance on how to prepare for emergencies, disasters, and other unexpected events, so you can stay safe and secure in any sit ...
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Your host, Steve Anzuoni, a local retirement income certified professional at Fairway Financial talks about some of the challenges and opportunities related to todays retirement planning . Steve has over 30 years of experience helping families protect their wealth, build income for life and leave a legacy for their loved ones. All part of your path towards greater financial confidence... "Fairway Financial offers insurance products and services. We do not provide investment, tax or legal adv ...
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Connecting the asset & wealth management industry in nine minutes or less. Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry. In between, we're adding episodes to the mix in a different format that explore trending industry themes - always in nine minutes, or less. Nicsa is a not-for-profit trade association striving to connect all face ...
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The podcast that focuses on how to use the money you have, make the money you need and save the money you want. Host Kim Chapman, Financial Wellness Director for Neighbors Federal Credit Union, explores the issues that can affect your financial well-being and discusses ways for you to enjoy the financial freedom you've been looking for.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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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 ...
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Owner Financing & Note Investing Podcast with Dawn Rickabaugh
Dawn Rickabaugh | Expert Advice for building wealth through Owner Financing & Note Investing
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Specializing in seller financing, Dawn has been a real estate and note investor for over 20 years. She provides custom consulting, coaching and note appraisal services. Note Queen is where Property Meets Paper and Learns to Dance. Subscribe to have your eyes opened to the profound, yet simple ways that seller financed real estate (property) and notes (paper) can help you create powerful and profitable financial solutions, just one Mom 'n Pop to another. The easiest way to get started investi ...
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With millions of monthly views on YouTube: Neil McCoy-Ward finally arrives to your favourite podcasting software. Now you can listen to Neil talk Finance, Global Economics & Current Affairs wherever you are...
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The Resilience Round Up Podcast is a monthly podcast series that offers resources to help Soldiers maintain resilience. We know that the Army can be a tough profession. This podcast will help Soldiers not just cope, but learn, grow and thrive. Dynamic speakers will present helpful information in a more conversational style setting. The podcast will serve as a forum for discussing the latest research, policies and tools. Remember, you are RESILIENT! The Resilience Round Up Podcast is produced ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
26692
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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It's not always easy to take on a second job in order to improve your financial situation and, most the time, it's not necessary. Each Thursday, join Sarah Brumley, an ordinary wife and mom, as she details practical ways to use the income you already have to achieve your greatest goals. If you are struggling to make your family finances work for you, or just want some down-to-earth inspiration to increase your financial success, this is the podcast for you.
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Master your Money and Mindset. Barnum Financial group presents a client-facing podcast that answers all your questions about personal finance, the industry and your mindset surrounding money. From trends to the tenants of the business, your host, Elizabeth Hiza will guide you along the way.
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit. Inspired conversations with world-class entrepreneurs and the specialists who support them.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Just like the slides you get before a big meeting, The Pre-Read gets CFOs and other decision-makers ready for what’s next. This is the global podcast built for the modern office of the CFO, where finance, sustainability, audit, and risk come together. Designed for financial leaders navigating transformation at scale, the show features sharp, unfiltered conversations with insiders at the forefront of business, regulation, and enterprise strategy. Each week, hosts Alyssa Zucker and Steve Soter ...
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Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
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This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast. This podcast uses the following third-party s ...
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
195
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Come As You Are: Authenticity, Storytelling, and the New Financial Conversation
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Hillary Gale, finance marketing strategist and host of The Finance Marketing Podcast, about how authenticity and storytelling build stronger relationships. This episode offers a fresh take on how showing up as yourself can be your greatest asset. Key Takeaways: What it real…
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Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248
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Planning for retirement isn't just about hitting your savings targets and hoping for the best. It's about getting creative, asking new questions, and challenging your own assumptions. We follow the retirement planning journey of a fictional couple, Dwight and Angela, who are three to five years from retirement, using the SIFT framework shared by Ro…
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#690: Two Cents of 9/20 - Are You Ready For The New Cycle?; New All-Time Highs; How Rich Are We?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, Matt, Jake, and Rabih discuss what the Federal Reserve's latest interest rate moves mean for inflation, unemployment, and the broader market. They also talk about how financial markets are reacting t…
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How to Know You’ve Found the Right Financial Advisor │ Root Talks
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What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, business partners, and even loved ones. They explain how what we call a gut feeling is actually condensed pattern recognition, your brain quietly scann…
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When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
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In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit. For full show notes, see kitces.com and thesocietyofadvice.com.
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The Resilience Round Up Podcast, SPM Episode 3: Financial Readiness
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In this conversation, Dr. Cindy Morita, an Accredited Financial Counselor, discusses financial readiness for Soldiers experiencing hardship and highlights strategies and resources that can help them regain control of their finances. About the Directorate of Prevention, Resilience and Readiness In June 2023, the U.S. Army announced the realignment o…
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124. Should You Start a Group Coaching Program? Here's How to Know If You're Ready
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There's a question that keeps coming up from coaches, and honestly, it's one that can make or break your business if you get the timing wrong. Should you start a group coaching program or membership? The appeal is obvious—leverage your time, help more people, bring in more revenue for your time. What's not to love, right? But there's a reason why s…
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Politics and Your Portfolio: Are You Ready for Retirement’s New Risks?
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Can politics really threaten your retirement? This episode tackles the impact of changing laws, tax rules, and Social Security uncertainty on your financial future. Ken and Nick Tumolo share real-world stories and practical advice for planning ahead, adjusting to new risks, and making smart moves like Roth conversions. Learn how to build flexibilit…
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3 Simple Tips for When You're Ready to Begin Again
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Ever feel like life hit pause on all your best intentions? The routines you worked so hard for are no longer in place, the budget’s drifted, and suddenly you’re left wondering if you’ve lost all your progress? You’re not alone. Today we’re talking about what it really means to begin again—without pressure, without perfection, and with a whole lot o…
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Getting Clients to Open Up: A Framework for Financial Advisors
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Advisors often face a gap between what clients ask for and what they truly need. Retirement projections and tax strategies are important, but beneath them is a deeper desire for clarity, purpose, and a meaningful life. In this episode of Root Ready, James shares a framework that builds trust and guides conversations beyond the numbers. Research sho…
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In Episode 216 of Money Matters USA, Fred Saide discusses the complexities of retirement planning, emphasizing the need for flexibility and contingency plans. He highlights the importance of having multiple financial strategies to adapt to life's unexpected challenges, such as market downturns and personal life events like caregiving. The conversat…
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Adrian Day: Nowhere Close to End of Precious Metals Cycle | Gold, Silver, Miners, Platinum & More
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Stijn Schmitz welcomes Adrian Day back to the show. Adrian Day is CEO of Adrian Day Asset Management. In this comprehensive discussion, Day provides insights into the current precious metals market, highlighting several key trends and investment opportunities. Day argues that the fundamental reasons for gold investment remain strong, particularly f…
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Inflation Relief, Trump’s Pharma Tariffs, and Crypto Market Turmoil: PALvatar Market Recap, September 26 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar covers the market reaction to the latest U.S. Core PCE inflation data, which came in…
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As Crypto Wobbles, Is It Time to Rotate? (ASTER, HYPE, XPL) | Rekt Vision
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This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Zeneca, founder of ZenAcademy and author of the Letters from a Zeneca newsletter. They discuss the biggest narratives and themes driving cryptocurrencies right now, including the crypto's underperformance, Aster's battle with Hyperliquid, CZ's …
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Gold is having its “precious” moment, soaring more than 40% this year — its best run since 1979. But is it really the safe-haven hedge investors think it is? In this episode of The Fastest 4 Minutes in Finance, Scott Inman breaks down: Why gold prices are skyrocketing (weaker dollar, Fed rate cut expectations, central bank demand) The risks of trea…
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Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps
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It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company’s fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors’ portfolios. But there are ways to spot dividend traps. Morningstar Indexes strategist and c…
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We are looking at cutting back our savings rate to enjoy a few other things while our kids are young and in the house, including not working as much as we are. Will it derail us? Have a money question? Email us here…
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Isang Sahod, Madaming Gastos: Ano ang Uunahin?
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Kapag dumating ang sweldo pero parang nauubos agad dahil sa dami ng plano at gastos, paano mo malalaman kung alin ang dapat unahin? Sa video na ito, pag-uusapan natin ang tamang pag-prioritize ng budget, mula sa bayarin, savings, hanggang sa wants, para masulit ang kita at maiwasan ang utang. Narito ang isang simple at epektibong plano para masigur…
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Lets get ready to HUSTLE! Lock in your pitch, Don't get discouraged!
35:16
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Send us a text Film Hustlers: Back to One: The Art of the Pitch & Making Your Money Back 🎬💰 🔥 The Hustle is Global! Mark, Tuddy, and Davie Dave are talking to hustlers worldwide! This week, we dive into The Pitch. How to practice your pitch until it's second nature (even with your wife!), and why you should NEVER get discouraged when someone tunes …
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The Hidden Medicare Penalty You Might Be Paying
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Think Medicare is free once you hit 65? Not quite. If your income’s too high, there’s a hidden surcharge that can quietly shrink your Social Security check by thousands a year. It’s called IRMAA. And most people don’t see it coming. Let’s break down who’s impacted and how to avoid it. Important Links: Website: https://www.estesfinancial.net/ Call: …
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Michael Gentile: Gold is in a Sustainable Secular Bull Market | His Positioning
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Your host Stijn Schmitz welcomes back Michael Gentile to the show. Michael Gentile is Strategic Investor & Co-Founder of Bastion Asset Management. With a background in finance and commodities, Gentile has developed a unique investment approach in the junior mining sector, combining value investing principles with a contrarian perspective. Gentile’s…
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US Jobless Claims, Eurozone Lending Surprise, and Crypto Volatility: PALvatar Market Recap, September 25 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down stronger-than-expected U.S. jobless claims and durable goods data, hinti…
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Famous Last Words: Retirement Phrases That Can Cost You
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📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ We’ve all heard the phrase “famous last words.” These statements sound confident in the moment but don’t age well. Retirement planning has its own version of those phrases and believing them can lead to painful consequences. In this episode, Eric …
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Downsizing may seem like a quick way to cut costs and simplify life, but rising property taxes, insurance rates, and HOA fees can quickly erase any savings. Is downsizing truly the answer, or does it just bring more complications? Today,…
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Stay Ahead of a Government Shutdown and Learn How to Invest Extra Money Wisely
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Learn how to prepare for a government shutdown and where to put $600 a month after building your emergency fund. What happens in a federal government shutdown? Where should you put $600/month after funding an emergency cushion? Hosts Sean Pyles and Elizabeth Ayoola discuss the looming shutdown before answering a listener’s question about where to a…
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Peace of Mind With Allocations Heading Into Retirement
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I am one year away from retirement and my husband is three years out and I want to know if we should adjust our allocations? Have a money question? Email us here Subscribe to …
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126. Why Your Great Q&A Calls Are Ending in Crickets (And How to Fix It)
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You hang up from that Q&A call thinking you really connected with that person. They'd be so great to work with. You know you can help them. The conversation went great. And then it's crickets. They didn't give you an answer on the call. They said they'd think about it and get back to you. But then that person ghosted you or just fell off the face o…
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338 how much do you need to retire in Australia?
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Glen James is joined by independent financial adviser Nathan Fradley to cover the big question: how much money do you actually need to retire in Australia? They cover: 👉 Centrelink income vs assets test 👉🏼 super balances vs pension payments 👉🏽 retirement psychology & fear of spending 👉🏾 ASFA standards for comfortable vs modest lifestyles 👉🏿 case st…
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Trading the Markets: September 24, 2025 | Kris Bullock and Bijan Maleki
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Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trade ideas found on Real Vision before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on Real Vision, YouTube, and X.📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to …
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Jeff Phillips: Positioning For The Commodities Super-Cycle | Gold, Copper, Uranium & More
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Your host Stijn Schmitz welcomes Jeff Phillips to the show. Jeff Phillips is Private Investor and President of Global Market Development. Phillips discusses his extensive experience in the natural resource market, having witnessed three bull markets over his 30-year career. He believes the current market may be entering a significant commodity supe…
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Powell’s Caution, Slowing PMIs, and Tether’s $20B Ambition: PALvatar Market Recap, September 24 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar recaps Jerome Powell’s cautious tone on rate cuts and valuation concerns, September …
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#691: Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt
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What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt payments? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by members of the Dentist Advisors’ Facebook Discussion Group. Tune in for practical insights on financing…
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Outsmarting Scammers: How to Protect Your Money in the AI Era
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Carmen Million from the Better Business Bureau and Adrienne, a senior fraud investigator, join host Kim Chapman to discuss the alarming rise in financial scams powered by artificial intelligence and how to protect yourself. • Scammers are using AI to create convincing fake business websites that target vulnerable consumers • Phone spoofing has evol…
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MB257: Will Meta's AI Play Pay Off & Can Costco Justify Their High Valuation?
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Make sure you subscribe and follow eToro on social media: 👇 YouTube: https://www.youtube.com/@etoro?sub_confirmation=1 eToro's platform: https://www.etoro.com/ Facebook: https://www.facebook.com/etoro/ X: https://x.com/eToro Instagram: https://www.instagram.com/etoro_official LinkedIn: https://www.linkedin.com/company/etoro/ TikTok: https://www.tik…
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This week, are there parallels between today’s record-breaking stock market and another bull market from the past — one that ended in a devastating crash? That’s the focus today. If you enjoy the show, please rate us, share us, or leave a comment wherever you get your podcasts. Host Ed Monk is joined by Tom Stevenson to a provide a well-balanced ta…
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Should I Move to a Low Cost Brokerage Firm?
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Should I consider moving my accounts to a low cost brokerage like Vanguard, or at this point is it better to leave them where they are? Have a money question? Email us here Subscribe…
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Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences y…
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Cracking the Code of Customer Contradictions
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AI and data help tell us what people do, but not why. Lauren Taylor, global leader of BCG’s Center for Customer Insight, makes sense of the mixed signals that consumers give off. To truly understand what drives people, businesses of course value robust, real-time data. But they also must uncover the context, motivators, and human truth behind every…
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Nvidia’s $100B AI Bet, Global PMI Divergence, and Fed Cut Odds: PALvatar Market Recap, September 23 2025
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🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down Nvidia’s potential $100 billion investment in OpenAI and its ripple effe…
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Send us a text On this episode of The Get Ready Money Podcast, I spoke with Drew Shockley, Co-Founder of Move Health, about how integrating health care planning into financial conversations can unlock new opportunities—including early retirement. 💡 Key Takeaways: Health care planning should be a core part of every financial plan. Unlock early retir…
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How to Legally Avoid Capital Gains Tax and Keep More Wealth in the Family
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👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/how-to-not-go-broke-in-a-nursing-home-even-if-you-think-its-too-late/ Ted Gudorf, a certified estate planning attorney, highlights the crucial role of capital gains tax planning in protecting family wealth. He explains key concepts such as unreal…
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Roth vs. Traditional IRA – Which One Really Saves You More?
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Is a Roth IRA really better than a traditional IRA? The truth is... it depends on your tax situation. In this video, you’ll learn why your current tax bracket versus your retirement tax bracket should drive your decision, not blanket advice. Most retirees pay less in taxes later in life, which creates opportunities for smart strategies like tax arb…
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#91: "Interviewing Your Advisor: What AI Says You Have to Ask"
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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: [email protected] And, as always, STAY THE COURSE!By Aaron & Ryan
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Is retirement really the end of your dreams—or just the beginning? Ken Tumolo and Nick Tumolo share inspiring stories of retirees who keep working, chase new ambitions, and find freedom through smart planning. From touring musicians to late-in-life law degrees and cross-country adventures, this episode reveals how having a plan empowers you to live…
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Should I Convert My Traditional IRAs to Roth?
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I max out my 401(k) with everything going into the Roth option. I still have some pre-tax money left in a traditional IRA, should I convert it? Have a money question? Email us here Sub…
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