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Financial Sense Support Podcasts

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This podcast gives you a smart, cool headed and down to earth wrap on the latest finance and investing news from Australia & around the world. Investing legends Scott Phillips and Andrew Page walk you through what’s really going on and what you need to know to make great financial decisions. Subscribe to get your regular fix of BS-free money advice. Sign up for the newsletter at fool.com.au/LiSTNR For more episodes download the free LiSTNR app
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Insurance Pro Blog Podcast

TheInsuranceProBlog.com

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The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
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The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
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Dollars and Sense

Private Vista

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Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals.
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Modern Financial Wellness

Modern Financial Wellness

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Modern Financial Wellness isn’t just about dollars and cents—it’s about how we think and feel about money, the decisions we make, and the deeper forces that influence our financial wellbeing. Hosted by financial planner Jim Grace, CFP®, this podcast gives you insights into the psychology of money, exploring the emotions, habits, and experiences that shape the way we approach our finances. In today’s world, financial advice is everywhere, but most of it focuses on the technical aspects—how to ...
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Linda Garcia, Texas House Representative, author of Wealth Warrior: 8 Steps for Communities of Color to Conquer the Stock Market, and public speaker, is dedicated to empowering lower-income families and those without access to investing resources through financial literacy. Her podcast, Investies, tackles real-money topics, demystifies investing, and explores crucial areas like the stock market, money management, and the impact of interest rates on personal finances. Linda’s work advocates f ...
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IFA Talk

IFA Magazine

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IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the most influential voices in financial services.
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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Author and radio personality, James L. Paris, discusses news, politics, Bible prophecy, Bitcoin, UFOs, conspiracy theories, survival and preparedness, and a wide array of Christian financial issues. Paris' popular books are Executive Order 11110 - Did The Fed Kill JFK, How To Pray For A Financial Miracle, And Exposing The Ponzi Masters. Become a supporter of this podcast: https://www.spreaker.com/podcast/jim-paris-live-james-l-paris--6441544/support.
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Feel Confident and Secure in your Relationship With Money Are you sick of feeling overwhelmed whenever you open you bank account? Do you want to learn to spend money with intention instead of emotion? Do you want to stop staying small and have more confidence in your financial decisions? In this podcast, you will find actionable steps and emotional support to free yourself from shame and help you find peace around money. My mission is to remove the cultural stigma around money, so that you f ...
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Where business meets creativity — and clarity meets cash flow. You’ve got the ideas, the passion, and the drive. But let’s be honest — turning that creative energy into a profitable, sustainable business can feel overwhelming. I’m Ralph Estep Jr. — a licensed accountant, business coach, and fellow creator behind Ask Ralph Media — and I’m here to help you make sense of the money side of your creative business. Each week, I pull back the curtain on the financial side of the creator economy — f ...
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Your Aged Care Compass

Coral Wilkinson & Michelle Brown

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Are you supporting an older loved one at home and ready to give up because it’s just too hard? Your Aged Care Compass is aimed at anyone who is caring for an older loved one who still lives at home and is wondering what support is available to them. We're Coral and Michelle, the sisters behind our business, See Me Aged Care Navigators. Coral is a registered nurse with over 30 years experience in both health and aged care. A former assessor with the aged care assessment team, an advocate and ...
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Looking Forward Our Way

Carol Ventresca and Brett Johnson

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We feature expert guests who provide real-world insights, inspiration, and resources, making each episode a valuable touchpoint for adults. You can expect to hear us discuss a wide range of topics, including employment and entrepreneurship, financial advice, legal issues, technology, healthy living, housing, and much more. New episodes are released twice a month. You can also sign up for our free newsletter, access additional resources, or contact the hosts directly at hello@lookingforwardou ...
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Welcome to Speaker Singh Show! 🎙 A New Voice in Financial Education I'm thrilled to announce the launch of Speaker Singh Show on YouTube – your new destination for financial wisdom and meaningful conversations that matter in today's world. What We're Building Together In a world overflowing with information but starving for clarity, Speaker Singh Show cuts through the noise to bring you what truly counts: practical financial education that empowers you to take control of your economic future ...
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This is a place where FinTech compliance, regulations and risks are made simple and fun. Your host, Yana Afanasieva, corporate dropout turned entrepreneur, introduces you to pragmatic risk acceptance and agile compliance that scale, challenges financial industry conventional wisdom, and wholeheartedly believes that dashboards and automation often make much better job than humans.
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Senior Care Academy is the podcast for caregivers, senior care providers, and families with aging loved ones. Hosted by experienced professionals, we explore essential topics like elder care planning, dementia support, financial advice, and emotional wellness for caregivers. Each episode offers expert insights, practical tips, and resources to help you navigate senior care with confidence. Whether you're a healthcare provider, a family member supporting aging parents, or a senior adult seeki ...
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Money & a Good Life

Tribeca Financial

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Talking about the F word never sounded so good. Money & a Good Life is a podcast to help you manage your finances and make the most out of life. So what the F is this podcast about? Finances. Ryan Watson is someone who tells it like it is. And speaks from the heart. No wonder he’s the host of a podcast that tackles the F word head-on. This word can either be a friend or a foe. Ryan knows both. He’s experienced living pay check to pay check, seeing his hard working single mother determined to ...
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Education On The Line

Advancing Education Success Initiative

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Education On The Line (formerly titled Sparking Equity) is a podcast focusing on the mounting political, financial, legal and ideological threats to public education. It will provide strategies to help education leaders and decisionmakers traverse the current perilous education landscape. Join media innovator and veteran education journalist Louis Freedberg as he interviews school leaders about how they are coping with attacks on public schools emanating from Washington D.C. -- while staying ...
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MedtronicTalks

Tom Salemi

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The MedtronicTalks Podcast Series brings insights, observation and lessons from the leaders of the medtech industry’s single, largest leader. Episodes will center around one of Medtronic’s business units ranging from cardiac care to surgical robotics. We’ll talk with decision-makers who keep Medtronic at the forefront of Medtech. We’ll also speak with regulatory, financial and other operational leaders including the CEO about how Medtronic is preparing for the future.
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Dollars & Dwellings is a captivating and informative podcast that delves deep into the world of real estate, personal finance, and homeownership. Hosted by Regine Etienne, this podcast offers listeners valuable insights and expert advice on all things related to housing and finances. Our guests are industry experts, real estate professionals, financial advisors, and homeowners who will share their knowledge and experiences. Listeners gain access to insider tips and tricks for navigating the ...
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The Cycle Ends With ME! The Stronger Than My Father Podcast talks about all things fatherhood and how the lack of accountable fathers in the world affects the generations coming up. The primary goal of Stronger Than My Father’s youth organization is to prepare students we serve to succeed in life by providing academic assistance, character development and spiritual enrichment through the students’ formative years. Our Core Values Are: To invest in and enrich each life we touch To prepare for ...
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Welcome to Mindful Warrior Alliance—the podcast where military strength meets the deeply personal journey of infertility. Hosted by Kerri Bicskei, Air Force military spouse, former professional athlete, psychotherapist, and founder of the nonprofit Mindful Warrior Alliance, this show is a lifeline for service members and spouses navigating the emotional, physical, and financial challenges of fertility and IVF. Each episode features real conversations with reproductive endocrinologists, ferti ...
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4 Pillar Podcast

Ian Lashley & Kylie Lashley

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**Welcome to the 4 Pillar Podcast** - your sanctuary for holistic growth and transformation. In a world that constantly demands more of us, finding balance is not just a luxury; it's a necessity. This podcast is for those who aspire to elevate their lives to extraordinary heights - physically, mentally, and spiritually. Through the powerful lenses of Faith, Family, Fitness, and Finance, we unlock the secrets to living a life of purpose, passion, and prosperity. We believe that the journey to ...
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Very Vedic ©

Matt Ringrose

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Welcome to Very Vedic ©, a knowledge podcast that answers the questions we all have about life today, using the oldest wisdom on the planet — the ancient Vedic texts from India. Very Vedic © host Matt Ringrose has been teaching Vedic Meditation for over a decade in Bondi, Sydney and has been using this ancient wisdom to support his students along the way. In each episode Matt is joined by one of his students and together they explore relationships, letting go, finding a sense of purpose, mon ...
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The Reinvention Lab: Where Ambitious Women Transform Loss into Legacy empowers professional women who've faced unexpected losses to step into leadership, redefine their identities, and create meaningful legacies. Hosted by Master Certified Life Coach Sandy Linda, this podcast delivers inspiring stories, actionable strategies, and expert insights to help you move forward with unwavering purpose. Whether you're navigating the challenges of grief, rediscovering your sense of self, or building s ...
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Women are dropping out. They’re dropping out of the workplace to become yoga teachers. Leaving behind careers to sell essential oils and fitness programs. Opting out of STEM to focus on their Paleo diet cookbook. And even when they stay in, they’re spending their lunch hours talking about their latest diet, getting up from their desks to do burpees or add a few more steps to their FitBit, waking up early or staying out late to beat their bodies into submission at hot yoga or Crossfit. They’r ...
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Scrood

Ben Scrood & Elly Stone

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Scrood is a satirical, light and easy Political Humor & Comedy information and mini documentary podcast about gett'n SCROOD by the system--facts & laughs covering as much as we can for free. Before the election, Scrood produced satirical content aimed at exposing corruption in politics, the supreme court and BIG, multinational business. Youtube, X, Pinterest and some podcast platforms throttled our show, making it unavailable to many. After our Holiday break, we will return to our society an ...
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Our Mission is to Help People Dream, Plan and Live Their Best Lives. We created 1Life Fully Lived because we meet far too many discouraged people who are struggling and lack a sense of direction in their lives. People who have lost sight of the beauty and power of life lived with purpose. People who are buried in consumerism and debt, and frankly don't know where to turn or what to do. We believe in order to be truly fulfilled, happy and healthy, people must learn to tap into their dreams ag ...
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You've built a profitable business—maybe even mid-six figures or more. But you're still trapped inside your own success. You're the strategist, the operator, the manager, and it's exhausting. You built a business, but somewhere along the way, it started consuming your life instead of serving it. This is where most business podcasts would tell you to "optimize your morning routine." We're not most podcasts. Welcome to Bots, Business and Balance For over 25 years, we've been behind the scenes ...
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Welcome to the Faith and Enterprise Podcast, hosted by Rob Tribken. We seek ways to promote spiritual renewal in our work lives, and focus on topics such as spiritual practices that can help you in your work, developing a deeper sense of purpose and mission (your business or your work as a calling); overcoming stress and other aspects of a toxic workplace (burnout, anxiety, boredom, interpersonal conflict, unethical behavior, a bad boss); the spiritual aspects of leadership; and the ways tha ...
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Harmonious Wealth

Iyanna Vaughn

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Generating multi-6 and multi-7 figures in revenue doesn’t matter if it’s not creating the lifestyle and legacy you want for yourself and your family. On Harmonious Wealth, your host Iyanna Vaughn, fractional CFO and owner of the Lovely Financials Group bookkeeping agency, is breaking online business owners free from chasing every next revenue milestone and instead prioritizing your lifestyle and legacy goals so you can finally have the personal wealth to show for your business success. This ...
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Courageous Creativity

Winston A. Wilson

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Creators on "The Courageous Creativity Show" redefine success and purpose not merely by traditional metrics like applause or fame, but through a deeper commitment to authenticity, impact, and personal growth, especially when navigating life's challenges. Here's how they express this: Redefining Success • Provoking Thought and Resonating with Audiences: For playwright Jeanette Hill, a play is successful if it makes people think or provokes discussion, even if they don't agree with the content ...
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Solomon Success » Podcast

Jason Hartman

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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one's business and life. To our advantage, we can find King Solomon's financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the "get-rich-quick" schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Chapter 1: Broken Family Alex started at the faded photograph pinned above their desk, a relic from a simpler time. It was a picture of their family,smiling and carefree,taken before everything had changed.The edges of the photo were worn, and the faces seemed almost like ghost from a distant past.Alex’s gaze lingered on their parents’ smiling faces, a stark contrast to the tension-filled conversations they now had. Their apartment,though modest,was filled with the vibrant energy of their dr ...
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The Marriage Guardians

Ritchie Knox / Terrika Knox

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Book a Private 2-on-2 Session with The Marriage Guardians: [email protected] Be a Guest on The Marriage Guardians Podcast: [email protected] Welcome: Welcome to "The Marriage Guardians," a groundbreaking podcast dedicated to fostering healthy, resilient marriages that stand the test of time. In a world where divorce rates are alarmingly high and the pressures of modern life can strain even the strongest partnerships, our mission is clear: we want to be the gua ...
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Little-Known '3.6 Rule' for a Happy Retirement & Is the Job Market Good or Bad? Wes Moss dives into the critical connection between social capital and financial security, revealing a surprising "magic number" from his 2025 Money and Happiness in America Study. While most people focus strictly on their 401(k), the data shows that intentionality in y…
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We’re diving into the real source of creator chaos and how to turn that mess into momentum. If you’ve ever felt like you’re doing all the right things—posting consistently, editing nonstop, chasing trends—yet the results still feel random and unpredictable, you’re not alone. This is exactly why I’m sharing The One Plan Every Creator Needs Before Ja…
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Listen early and ad-free for $5/mo on Patreon https://www.patreon.com/Investies Linda Garcia, Texas House Representative, author of Wealth Warrior: 8 Steps for Communities of Color to Conquer the Stock Market, and public speaker, is dedicated to empowering lower-income families and those without access to investing resources through financial liter…
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In today's episode, I'm reflecting on the liminal space between the end of one year and the beginning of the next—the hazy “in-between” where routines fall away, time feels weird, and it’s tempting to either over-hustle with resolutions or completely check out. I explore how this in-between mirrors our financial journeys, where growth is rarely lin…
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The Personal Battle (How I Combat It) You might look at my frameworks or my career and think I’ve got it all figured out. But let me take you back to 2020. I was sitting in a doctor's office, looking at an MRI of my brain showing 40 lesions. In that moment, the ultimate 'Imposter' voice spoke up. It said: 'Winston, you are a fifty-plus-year-old man…
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This episode of Looking Forward Our Way is a special one for us as we sit down with our good friend Kelly Fuller, Senior Vice President of Workforce and Workplace Innovation for the Columbus Chamber of Commerce. The conversation is bittersweet, as Kelly will be retiring from the chamber in early 2026. We’re grateful for her friendship and years of …
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Two days from now will be a busy night for Uber and Lyft. Know how to find the best deal when you need a ride. Also today, risky mortgages are becoming popular again. Get Clark’s best advice for buying or refinancing a home. Save On Ride Services: Segment 1 Ask Clark: Segment 2 Risky Home Loan Resurgence: Segment 3 Ask Clark: Segment 4 Mentioned on…
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On this episode of Jim Paris Live, Jim shares reflections from the Orlando holiday season and his 26-day break from law school, along with thoughts on the soaring cost of Florida tourism. Then Jim dives into a series of current-events controversies — including the heated reaction to Donald Trump’s remarks about Rob Reiner, the online conspiracy the…
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Sat Sri Akal Ji! 🙏 Welcome to Episode 4 of the Speaker Singh Show. Today, we are breaking down Share Market Basics in Punjabi so you can start your investing journey with confidence. 🔥 Watch the Previous Part (Must Watch!): If you missed Part 3, watch it here first: https://www.youtube.com/live/fc4Yfa2gwgI?si=hgQLkWLgb6iQOqjd 👇 In This Live Stream,…
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Coach Pete and the crew break down what really matters in retirement — dependable income, handling market volatility, and designing a lifestyle that actually works. They explain why stress-testing your plan and having a smart glide path into retirement can mean the difference between confidence and constant worry. This episode calls out common reti…
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Dec 23, 2025 – What if the world’s biggest economic risks—and opportunities—are hiding in plain sight within gold, silver, copper, and critical minerals? In this riveting discussion, Macro Butler’s Laurent Lequeu reveals why he believes a new era...By [email protected] (Financial Sense)
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The Secret to Affordable Healthcare & Will Mortgage Rates Go to 5% Soon?Wes Moss reveals a critical, little-known healthcare secret that can save early retirees, job-leavers, and other Americans thousands of dollars a month on medical coverage before age 65. Hear the incredible story of Rebecca, who thought she was stuck paying $2,500/month for COB…
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Creators don’t lose money because they’re bad with finances. Most of the time, it happens because their systems are a mess—and that’s exactly what I unpack in this episode, How Creators Lose Thousands — and the 10-Minute Fix That Stops It. I break down how to bring order to the chaos and take back control of your money with a simple 10-minute weekl…
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Listen early and ad-free for $5/mo on Patreon https://www.patreon.com/Investies Linda Garcia, Texas House Representative, author of Wealth Warrior: 8 Steps for Communities of Color to Conquer the Stock Market, and public speaker, is dedicated to empowering lower-income families and those without access to investing resources through financial liter…
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In this very quick Christmas week check-in, I just wanted to share a simple reminder: you are not failing at the holidays, no matter what your spending, energy, or to-do list looks like. I talk about how this season is set up to make us feel “not enough,” and offer one gentle reflection question to help you soften the pressure and let “good enough”…
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In today’s episode, host Michelle sits down with hospital-based speech pathologist Cassandra Agius to explore the vital role speech pathologists play in supporting older adults. From communication challenges to swallowing difficulties, Cass shares her expertise in neurological rehabilitation and sheds light on how ageing impacts everyday functions …
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Now live: The latest Mortgage & Property Investment special edition of IFA Talk, and the final episode of the year turns its attention to later life lending, a topic that has taken on increased importance following the October and November Budget announcements. In this episode, Sue and Meg are joined by two brilliant guests. Tony Wickenden, Founder…
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Criminals are working overtime to separate you from your money this holiday. Today, hear about the fake online merchant reps ripping people off - and why you should discontinue a common ecommerce practice permanently. Also, Clark updates where we are with gas prices and the factors influencing what you pay at the pump. Fraud Alerts: Segment 1 Ask C…
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In this episode, we break down the significant changes Secure Act 2.0 brought to single premium immediate annuities (SPIAs). You'll learn how the new rules allow SPIA income to count toward satisfying your required minimum distributions. This change makes SPIAs substantially more attractive from a tax perspective. We walk through recent research th…
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Speaker Singh ShowThe Lessons Punjabi Schools Never Taught You Have you ever wondered why we spent 15-16 years in school, yet nobody taught us life's most essential lessons? How money actually works, how wealth is built, how to chase your dreams with confidence - these are all things we had to figure out on our own. Speaker Singh Show is a daily li…
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Coach Pete and the crew guide listeners through the real-world decisions that make or break retirement, breaking down the 22-step total retirement process in plain English. They bust common retirement myths, explain how market risk can sneak up on your plan, and show why a one-size-fits-all strategy never works. This episode goes beyond the numbers…
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Dec 19, 2025 – Will the Santa Claus rally deliver a year-end gift for investors, or are we in for a bumpy ride? Market strategist Jim Welsh at Macro Tides joins Jim Puplava to dissect the latest market congestion, the explosive breakout in silver, and...By [email protected] (Financial Sense)
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Dec 19, 2025 – The next great global conflict isn't over land, but the critical metals and resources that power our modern-day world. In today's Big Picture edition of the Financial Sense Newshour, Jim Puplava dives into the escalating resource war...By [email protected] (Financial Sense)
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Dec 19, 2025 – Is the historic surge in silver signaling a generational shift in the financial landscape? In this detailed discussion, Jim Puplava interviews precious metals analyst Jordan Roy-Byrne. They dissect the technical and...By [email protected] (Financial Sense)
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in today’s episode: What if you still haven't completed your holiday shopping? Will you have to pay more this close to Christmas? Yes AND No. Clark Stinks: Segments 1 & 2 11th Hour Retail Strategy: Segment 3 Ask Clark: Segment 4 Ment…
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Welcome back to Modern Financial Wellness! In this episode, we tackle one of the biggest pain points for couples everywhere: how to work as a team around money. Managing finances together isn’t just about budgeting and spreadsheets—it’s about trust, fairness, teamwork, and building a life that supports both partners’ dreams. Today’s conversation di…
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Send us a text We open with gratitude and a look at how Spotify Wrapped for creators reveals what listeners loved most, where they listened from, and how they engaged. A seller financing episode stood out with a massive performance gap, leading to lessons on what to make next and how to interpret the data. • how Spotify Wrapped for creators works •…
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Send us a text We pull holiday questions from a bowl to reflect on care, family rituals, and what truly matters at the end of a long year. From a Grinch suit to a weekly visit that may have saved a life, we land on one simple ask for Christmas morning. • playful traditions that spark connection • why small, steady acts keep seniors thriving • the a…
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On this week’s episode of IFA Talk, Sue and Matt focus on one of the most talked-about topics in the advice sector right now, the Advice Guidance Boundary Review, and more specifically, the arrival of Targeted Support. Ben Hampton, CEO of Wealth Wizards joins us to share his expert insights. Wealth Wizards has been at the forefront of digital advic…
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How far are you willing to go to save money? We asked our Clarkies to share their best tips and you sure represented! Today we share our Clark Daily Newsletter survey results on the topic of frugality. Also - is home ownership still the American dream? It’s complicated. Clark discusses the decision factors involved in the largest purchase we ever m…
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In this bonus episode, I share important updates that every content creator needs to understand about a recent tax change that could lead to significant savings. No Tax on Tips: What Creators Must Know NOW is not just a headline—it reflects a real shift creating new opportunities for podcasters, YouTubers, streamers, and other digital creators who …
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Even in this “season of plenty,” many of us carry a quiet sense of not enough — not enough time, energy, money, or headspace. In today's episode, I share why scarcity shows up more strongly this time of year, how it subtly influences our decisions, and why judging ourselves only makes it heavier. We’ll explore: Why the holidays can amplify feelings…
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Dec 16, 2025 – FS Insider sits down with Jeff Christian of CPM Group, one of the industry’s most respected and accurate precious metals and commodity analysts, for a comprehensive outlook on the metals markets—especially in light of silver...By [email protected] (Financial Sense)
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How To Feel Good About Spending in Retirement & Big Changes to Your 2026 Taxes Are you a lifelong saver struggling to spend your retirement nest egg? You're not alone! Many people who successfully save a significant amount face a major psychological hurdle when it comes time to shift from an accumulation mindset to a distribution (spending) mindset…
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Listen early and ad-free for $5/mo on Patreon https://www.patreon.com/Investies Linda Garcia, Texas House Representative, author of Wealth Warrior: 8 Steps for Communities of Color to Conquer the Stock Market, and public speaker, is dedicated to empowering lower-income families and those without access to investing resources through financial liter…
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Alright, friends, let’s dive straight into the heart of this episode! This ONE Money Mistake Can Destroy Everything—and I’m talking about the simple but dangerous habit of mixing your creator income with your personal finances. It sounds harmless, but it’s one of the fastest ways to trigger IRS problems, lose valuable deductions, and even put your …
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Our feet carry us through life, yet they’re often overlooked until problems arise. In this episode, host Michelle sits down with senior podiatrist Krissy McKenzie from Flexi Care to explore why foot health is central to ageing well. From simple daily habits to the impact of chronic conditions, Krissy shares practical insights that can help older ad…
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The True Purpose of Prenups - "I think people think of prenuptial as Just planning for divorce. But all marriages end in one of two ways, divorce or death. And so where I find that some agreements fall short is in planning for the second scenario, whichever it is." - Larae Schraeder Let’s be honest—talking about prenups with a partner, friend, or f…
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In this, our last special Tax-Efficient Investment edition of IFA Talk for 2025, we’re reflecting on the recent Budget and the ramifications for EIS and VCTs. Matt and Sue are joined by Tom Wilde, from the Tax Department of UK law firm Shoosmiths, where he heads up the firm’s EIS and VCT practice. With the reduction of VCT tax relief from 30% to 20…
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In this episode - Brokerage accounts lack legal protection. Clark explains how criminals have figured out how to target brokerage and retirement accounts, and 2 steps you can take to protect your invested life’s savings. Plus - More doctor’s offices are moving to digital paperwork, but patient uptake is surprisingly low. Know the advantages of havi…
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In this episode, we walk through a real 10-year-old indexed universal life insurance policy that didn't follow the original plan. You'll see actual results from a policy where the owner paid about 41% less in premiums than planned and made sporadic payments throughout each year instead of sticking to a schedule. We break down the numbers to show yo…
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Speaker Singh ShowThe Lessons Punjabi Schools Never Taught You Have you ever wondered why we spent 15-16 years in school, yet nobody taught us life's most essential lessons? How money actually works, how wealth is built, how to chase your dreams with confidence - these are all things we had to figure out on our own. Speaker Singh Show is a daily li…
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Speaker Singh ShowThe Lessons Punjabi Schools Never Taught You Have you ever wondered why we spent 15-16 years in school, yet nobody taught us life's most essential lessons? How money actually works, how wealth is built, how to chase your dreams with confidence - these are all things we had to figure out on our own. Speaker Singh Show is a daily li…
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Coach Pete charges through the big stuff—how to max a 401(k), when to pick Roth vs. Traditional, and smart ways to build a nest egg even if you don’t have a 401(k). He and his crew show you how to size your risk, sniff out hidden “financial termites,” and pull it all together with a real, comprehensive plan. Bonus: they unveil the “Spend & Leave” s…
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