The podcast for finance professionals tasked with taking their businesses to new heights.
…
continue reading
Financialplanning Podcasts
A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
…
continue reading
The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclosures at: https://wwmfinancial.com/disclaimers
…
continue reading
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
…
continue reading
The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.
…
continue reading
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
…
continue reading
On Money Meets Medicine, Dr. Jimmy Turner discusses all things career and finance for physicians. With expert guest discussions, Jimmy tackles the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. To get help with free educational content or obtaining own-occupation disability insurance from a source you know you can ...
…
continue reading
An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
…
continue reading
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
…
continue reading
Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
…
continue reading
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.
…
continue reading
Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
…
continue reading
Learn everything you want to know about Infinite Banking, Leveraging Life Insurance, Real Estate, Bitcoin, Bitcoin mining and ways to skyrocket your wealth. Dan has been in the financial planning business for almost 40 years. Starting out as a stockbroker, Dan learned quickly that the Wall-Street methods simply do not work. Join Dan on his journey to finding the most predictable, wealth building investments that Wall Street won't tell you about. Don't miss the Wise Money Tools Podcast--with ...
…
continue reading
1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
68
172
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.
…
continue reading
Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
…
continue reading
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
…
continue reading
Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
…
continue reading
You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
…
continue reading
Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
…
continue reading
Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
…
continue reading
1
The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
26686
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.
…
continue reading
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
…
continue reading
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
…
continue reading
Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial's podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. C ...
…
continue reading
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
…
continue reading
Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
…
continue reading
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 ...
…
continue reading
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financ ...
…
continue reading
The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is ...
…
continue reading
Widowhood is the state of being a widow or widower: a person whose spouse has passed away. This is a situation that no one wants to be in, but it is something that can happen, and that you and your family should be prepared for financially. When this kind of painful, life altering event occurs, it's important to have the structure in place for you and your family to be protected, and this year on Financially Ever After Widowhood, Stacy Francis is going to be talking to a diverse lineup of ex ...
…
continue reading
Our goal... Be more than just another boring personal finance podcast. How do we do it: - We interview individuals at different points along their financial journey to provide you motivation and ideas. From student loans to retirement. - We dive deep into the mental side of money so you can achieve true financial freedom. - We do episodes where we take individual finance topics and deeper dive into them. These aren't your typical finance topics either... Come join the party...
…
continue reading
This podcast is the place for entrepreneurs who want to learn the actionable strategies and steps needed to make more money and build wealth in alignment with authentic Jewish values. Join certified life and money coach and multi-6-figure business owner Debbie Sassen each week as she shares the exact strategies and resources you need to change your relationship with money, close more sales, and move from scarcity to abundance. Learn how to invite G-d into your business while you dissolve the ...
…
continue reading
"Your Wealth and Beyond - Secrets of Successful Entrepreneurs" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way. Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success. Whether you're a long-time business leader or an aspiring entrepreneur, thi ...
…
continue reading
Are you a business owner or startup founder struggling to navigate the challenges of growth? Join seasoned entrepreneurs Matt and Chris Reynolds on the Build Your Business Podcast, where they share decades of experience to help you overcome obstacles and achieve lasting success. We’ll simplify the startup process, provide actionable strategies for growth, and offer invaluable insights to help you. What you'll gain: Overcome your fears: Break through the anxiety and uncertainty that often hol ...
…
continue reading
The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
…
continue reading
In the Financial Crossroads podcast, Rand Spero shares stories about people adapting during their personal transition.
…
continue reading
Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
…
continue reading
Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
…
continue reading
CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
…
continue reading
Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
…
continue reading
Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
…
continue reading
Building An Exit™ is an edgy podcast dedicated to helping business owners create enterprise value within their small and mid-sized businesses. Hosted by serial entrepreneur Jon Peyton, this value packed podcast offers stories, strategies, and actionable steps to guide business owners through the land mines of Value Creation and Exit Planning. If you're looking for real advice to Build and Exit your business, this is the podcast for you!
…
continue reading
It all begins with savings and cash flow! Most people play the dangerous game of chasing after outrageous returns risking all their money in aggressive joint ventures, real estate, and the stock market. Stop what you’re doing and LISTEN so we can show you how you really can enjoy today AND can have a way wealthier tomorrow.
…
continue reading
When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
…
continue reading
As one of Canada's youngest retirees at the age of 32, and after becoming mortgage-free at 29, Kornel interviews the top financial experts in Canada to help you optimize your investments, reduce your taxes, and help you accelerate your journey towards financial independence and early retirement. He also shares his own experiences and lessons learned in investing and as an early retiree and member of the FIRE (Financial Independence, Retire Early) movement to help you optimize your finances, ...
…
continue reading
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
…
continue reading
1
Engine Room Podcast #71 - Richard Burton and Steven Roberts
1:06:05
1:06:05
Play later
Play later
Lists
Like
Liked
1:06:05
In this episode, Rocksy is joined by Richard Burton and Steven Roberts from Oakmont Financial Group and BFD Financial Planning. They discuss the growth and structure of their practices, while sharing insights on planning, insurance specialisation, and industry challenges. Richard Burton LinkedIn: https://www.linkedin.com/in/richard-burton-aa87a416/…
…
continue reading
1
Is an 8x multiple on a $1M EBIDTA a good deal? A transition convo with Nathan Hayes
1:05:47
1:05:47
Play later
Play later
Lists
Like
Liked
1:05:47
Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. In this episode, we discuss the complexities of business valuation and exit planning for optometry practices. We explore the importance of understanding cash flow, market multiples, and the necessity of being exit ready at all times. The conversation delves into the f…
…
continue reading
1
520: The Six Pillars of Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 1
1:01:10
1:01:10
Play later
Play later
Lists
Like
Liked
1:01:10
Today, I’m speaking with Dr. Bobby Dubois. Dr. Bobby is a Harvard-educated physician, Board-Certified in Internal Medicine with over 25 years of experience. He’s an author, entrepreneur, wellness doctor, and Ironman Triathlete. Most recently, he led a health policy research organization in Washington, D.C. (National Pharmaceutical Council) as its C…
…
continue reading
1
The 5 Biggest Wealth Transfers Nobody Talks About - Episode 358
22:49
22:49
Play later
Play later
Lists
Like
Liked
22:49
It’s not what you make, it’s what you keep. In Episode 2, Curtis uncovers the five major ways you’re likely transferring wealth away from your family—without realizing it. These aren’t budget cuts or coupon tips. These are hidden leaks in your financial system that cost you tens (or hundreds) of thousands over time. Listen to learn how to spot and …
…
continue reading
1
#685: Two Cents of 9/6 - Stability of Current Economy; Should You Buy A Lottery Ticket?; Why Is Timing Everything?
43:07
43:07
Play later
Play later
Lists
Like
Liked
43:07
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, Taylor, and Rabih talk about the stability of current economic data to the transformative power of AI on productivity and jobs. They explore the complexities of lottery winnings, investment tim…
…
continue reading
1
From Riches to Ruin: The Dark Side of the Powerball Dream
19:09
19:09
Play later
Play later
Lists
Like
Liked
19:09
In this podcast episode, host Karl Eggerss delves into the psychology and pitfalls of lottery winnings, sharing stories of past lottery winners who faced financial and personal challenges post-win. Furthermore, he highlights the need for better financial literacy to prevent economically disadvantaged individuals from relying on lotteries as a finan…
…
continue reading
1
Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron
42:48
42:48
Play later
Play later
Lists
Like
Liked
42:48
Xander Larsen and Matt Pyron are associate advisors at 5280 Associates, and they join the show today to share how they transitioned from financial planning students to thriving professionals. If you're interested in learning how to make the most of mentorship, gain confidence through early career experiences, and add value as an associate advisor, …
…
continue reading
1
519: Freedom After 50: How to Break Free from Your Old Story and Shape Wisdom That Lasts
28:35
28:35
Play later
Play later
Lists
Like
Liked
28:35
Retirement isn’t the end — it’s your greatest opening. Join us as we explore how to break free from old stories, embrace wisdom, and turn life’s challenges into a legacy of meaning and impact. In this episode, we discuss: Why lifequakes = growth Fluid vs. crystallized intelligence How to redefine success in retirement The role of curiosity and enga…
…
continue reading
1
Ep. 81 - A Millennials Guide to Financial Freedom
45:30
45:30
Play later
Play later
Lists
Like
Liked
45:30
On this episode of Through The Pines, we’ll provide a Millennial’s Guide to Financial Freedom Millennials and Gen Z are navigating a financial landscape marked by high living costs, stagnant wages relative to inflation, and evolving career dynamics (e.g., gig economy, remote work). Recent data highlights their challenges: Student Debt: Over 45 mill…
…
continue reading
1
Tariffs, Taxes & Rate Cuts: What Investors Should Watch
20:24
20:24
Play later
Play later
Lists
Like
Liked
20:24
Tariffs, taxes, Fed cuts—and the ever-shifting markets. This week’s conversation covers it all with insights that matter to your money. Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Greg Carroll dig into the latest: Trump’s tariff battle now heading to the Supreme Court, looming September tax deadlines (yes, third-quarter estimates are due!)…
…
continue reading
Explore the three stages of RIA growth—fitting, producing, and scaling—as Jordan breaks down the unique challenges and success factors of each phase for financial advisor founders balancing practitioner and executive roles.By Elements
…
continue reading
This week, Pat speaks with Jordan Vickery, Co-Founder at Vinyl. They discuss the development, features, integrations, and future roadmap of Vinyl, an AI meeting assistant designed for accountants and bookkeepers, and its impact on workflow automation, client engagement, and data security. Jordan Vickery LinkedIn: https://www.linkedin.com/in/jordanv…
…
continue reading
1
Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
32:06
32:06
Play later
Play later
Lists
Like
Liked
32:06
In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading
You’ve heard about the “One Big Beautiful Bill,” but let’s get to what really matters: your questions. In this listener mailbag episode, Trent and Brandon tackle real concerns from clients and pre-retirees trying to make sense of what this tax overhaul actually changes. They’ve read all the fine print, so you don’t have to. Should you still conside…
…
continue reading
Conventional wisdom sounds safe, but it can be deceiving. “You can’t go wrong with real estate.” “A mortgage is good debt.” “If your investments aren’t working, just try something else.” Sound familiar? In retirement planning, these rules of thumb can be misleading, or even dangerous. In this episode, Mark unpacks common money myths and shows how b…
…
continue reading
1
Misconceptions That Put Business Owners at Risk
25:55
25:55
Play later
Play later
Lists
Like
Liked
25:55
Owning a business can be one of the best wealth-building opportunities, but it also comes with unique challenges, especially when it’s time to think about retirement. Too many business owners assume their company alone will carry them through, but as Craig and Jennifer explain, that’s often a dangerous misconception. In this episode, they share com…
…
continue reading
Aayush is a Financial Adviser at Frost Financial Planning. He and James discuss his journey from international student to adviser in Darwin, his experiences as a migrant, his professional growth, community engagement, and innovative financial literacy initiatives. Aayush Sharma LinkedIn: https://www.linkedin.com/in/aayush-sharma-fp/ Frost Financial…
…
continue reading
1
#684: Why Exit Planning Should Start Long Before You Sell
1:03:31
1:03:31
Play later
Play later
Lists
Like
Liked
1:03:31
On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for growing — and eventually exiting — a dental practice. Sara introduces the "crawl, walk, run" approach and how phantom equity can help test a partnership before committing to full ownership. They talk about why every purchase should …
…
continue reading
1
MFA PODCAST 7 Our Top 9 Questions We Ask In Planning Meetings
13:26
13:26
Play later
Play later
Lists
Like
Liked
13:26
…
continue reading
1
184: From $200K Debt to Building Wealth Without Sacrifice with Germaine Foley
50:00
50:00
Play later
Play later
Lists
Like
Liked
50:00
From $200K Debt to Wealth Without Extreme Budgeting with Germaine Foley Can you pay off massive debt and still enjoy life? Yes. In this episode, Certified Life & Money Coach Germaine Foley shares how she and her husband cleared over $200K in debt while keeping date nights, kid activities, and vacations. We talk ditching all-or-nothing budgets, star…
…
continue reading
1
Why Doctors Should Save Less and Spend More (Revisiting The 4% Rule)
19:44
19:44
Play later
Play later
Lists
Like
Liked
19:44
In this episode of the Money Meets Medicine podcast, hosts Dr. Jimmy Turner and Justin Harvey discuss the potential to spend more money in retirement with less savings, challenging traditional financial independence norms, particularly the well-known 4% rule from the Trinity study. They explore a new study suggesting the safe withdrawal rate could …
…
continue reading
On this episode of the Retire Your Way with ILG Financial Podcast, Dave provides an update on the state of the markets to include highlights of global events, policy decisions, and emerging technologies that shape markets and influence client portfolios, while reinforcing the importance of financial planning.…
…
continue reading
1
#683: Selling your Dental Practice? Here’s What You Need to Know
7:03
7:03
Play later
Play later
Lists
Like
Liked
7:03
In our new TL;DR series episode, Jake reads his article where he breaks down some essential steps dentists should take when preparing to sell their practice. From organizing financial statements and patient records to gathering staff documentation, lease agreements, and legal paperwork. He highlights how preparation not only streamlines the transit…
…
continue reading
1
Transforming from Financial Anxiety to Empowered Decision-Making After Loss with Emma Gray
43:30
43:30
Play later
Play later
Lists
Like
Liked
43:30
What if the money that shows up after loss doesn’t feel like security, but like a cruel reminder of what you’ve lost? How do you turn something that feels heavy and unwanted into a source of hope, stability, and even love? In this episode of Financially Ever After Widowhood, Stacy sits down with Emma Gray, a former probate attorney, military wife, …
…
continue reading
1
Engine Room Podcast #70 - Elliot Watson
1:01:17
1:01:17
Play later
Play later
Lists
Like
Liked
1:01:17
This week, Rocksy speaks with Elliot Watson, Managing Partner at Watson Wealth. They discuss the evolution, operations, team culture, and future growth plans of his diversified planning practice, along with its client focus, technology adoption, and opportunities for new talent. Elliot Watson LinkedIn: https://www.linkedin.com/in/elliot-watson-4130…
…
continue reading
1
How OD practice owners should think about long term care insurance with Bryan Langdon, CLU
1:05:12
1:05:12
Play later
Play later
Lists
Like
Liked
1:05:12
Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's n…
…
continue reading
1
Ep 48: Finance Leaders Decode AI's Promise
36:47
36:47
Play later
Play later
Lists
Like
Liked
36:47
In this Planning Aces special, three finance leaders map how AI is moving FP&A from dashboards to decisions. Andrew Casey (Amplitude) shows agents automating analytics, experiments, and order-to-cash checks to democratize insight and speed action. Eric Brown (Cohesity) contrasts AI’s capital intensity with the cloud era and spotlights an “epic data…
…
continue reading
1
Ep 349 - The Hidden Threat Killing Your Retirement
21:13
21:13
Play later
Play later
Lists
Like
Liked
21:13
…
continue reading
1
#682: Two Cents of 8/30 - Politics Influencing Interest Rates; Logo Redesign Disaster; Taylor Swift Moving Markets
37:47
37:47
Play later
Play later
Lists
Like
Liked
37:47
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, Will, and Rabih explore how political pressures may be shaping interest rate decisions. They also discuss Cracker Barrel's logo redesign and how it triggered a decline in its stock price—showin…
…
continue reading
1
Strategic Stakeholding: Navigating Government Investments in Business
19:26
19:26
Play later
Play later
Lists
Like
Liked
19:26
In this episode of Creating Richer Lives, Karl Eggerss explores the implications of the U.S. government's recent investment in Intel, analyzing both the pros and cons. Eggerss also delves into market trends, particularly the recent stock market rotation. He'll explain what it is and why it's happening. 01:51 Market Overview and Federal Reserve Acti…
…
continue reading
What do falling mortgage rates, surging small caps, and whispers of a Fed rate cut all have in common? They’re setting the stage for one of the most interesting market seasons yet. In this week’s episode, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Vince Stefano break down the numbers—and the stories behind them. From the Nasdaq’s impressi…
…
continue reading
1
What History Teaches Us About the Future of the U.S. Economy
30:17
30:17
Play later
Play later
Lists
Like
Liked
30:17
Is America on the decline, and what does that mean for your financial future? In this thought-provoking episode, we unpack key ideas from billionaire investor Ray Dalio’s Principles for Dealing with The Changing World Order: Why Nations Succeed and Fail and explore how rising global powers, growing debt, and historical cycles could reshape the econ…
…
continue reading
1
Review, Refresh, Retain: The Power of Policy Review
21:21
21:21
Play later
Play later
Lists
Like
Liked
21:21
Life insurance policies aren’t “set it and forget it” assets — they need to evolve with clients’ lives. In this episode, we break down why policy reviews are essential, how to ask the right questions, and how to identify opportunities to protect clients and grow your practice. You’ll hear real-world success stories, learn the step-by-step review pr…
…
continue reading
1
Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden
27:01
27:01
Play later
Play later
Lists
Like
Liked
27:01
Megan Madden is a financial advisor at the Bethesda Wealth Planning Group, and she joins the show today to share her career journey from wanting to go to beauty school to using her knowledge to empower women through financial planning. If you’re interested in hearing how she built a meaningful career in financial planning while staying true to her …
…
continue reading
1
518: Beyond Investment Risk: Why Income Risk Could Change Your Retirement Plan
19:21
19:21
Play later
Play later
Lists
Like
Liked
19:21
Most financial plans focus on how your investments perform, but what about the risks to your income along the way? Join us as we unpack groundbreaking research that shows why traditional retirement calculators and rules of thumb may be leaving you exposed. In this episode, we discuss: Traditional planning gaps The three types of income risk Risk Ca…
…
continue reading
1
119: Redefining Success and Identity After 50 with Deborah Heiser
41:44
41:44
Play later
Play later
Lists
Like
Liked
41:44
“Generativity. Think of it as generating something from yourself and putting it into the world.” Our hosts, Stephanie McCullough and Kevin Gaines, explore the positive side of aging with Dr. Deborah Heiser, an applied developmental psychologist who pivoted from studying depression and Alzheimer's to researching what we actually have to look forward…
…
continue reading
Jordan shares a comprehensive framework for creating a business manifesto - an essential strategic tool for financial advisors. Learn how this foundational document can become the lens through which you make critical business decisions, differentiate your practice, and create meaningful client connections.…
…
continue reading
This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI are transforming advice businesses by streamlining workflows, integrating CRMs, and enabling a more client-centered approach to planning. Tim Reid LinkedIn: https://www.linkedin.com/in/timothyareid/ AdviceOps Website: https://adviceops.com.au…
…
continue reading
1
Why Smart People Still Struggle With Money - Episode 357
28:38
28:38
Play later
Play later
Lists
Like
Liked
28:38
…
continue reading
1
How to Avoid Retirement's Biggest Blind Spots Before It's Too Late
43:48
43:48
Play later
Play later
Lists
Like
Liked
43:48
Retirement is about so much more than money—it's a complete life transition. In this episode, I'm sharing my recent conversation with Adam Cmejla, where we explore the often-overlooked aspects of retirement planning. We discuss: ‣ Why retirement can feel like a grieving process—and how to navigate it ‣ The surprising role responsibility and communi…
…
continue reading
1
Should Private Equity Investments Be Part of Your Retirement Plan?
39:20
39:20
Play later
Play later
Lists
Like
Liked
39:20
If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are adding more complexity to an already complicated decision. Businesses are changing. The rules around investing are changing. And, most importantly, you…
…
continue reading
Rob is an Associate Director and Senior Financial Advisor at Acuity Wealth. He and James discuss his career journey, the growth and client focus of Acuity Wealth, financial planning strategies for high-earning clients, business culture, hiring practices, and the importance of networking and referrals. Rob Chertok LinkedIn: https://www.linkedin.com/…
…
continue reading
1
#681: 4 Money Mistakes Every New Dentist Should Avoid
1:03:16
1:03:16
Play later
Play later
Lists
Like
Liked
1:03:16
On this episode of The Dentist Money Show, Dr. Tony Schicktanz joins Matt to talk about his early years in dentistry—sharing candid stories of financial missteps, mounting debt, and the stress that comes with both. From tracking every dollar to negotiating stronger contracts, Tony shares tips to help new dentists avoid costly mistakes. Whether you’…
…
continue reading
1
183: Burnout Warning Signs High-Achievers Miss with Beverly Chimes
46:48
46:48
Play later
Play later
Lists
Like
Liked
46:48
From Burnout to Bold Living with Beverly Chimes What happens when burnout pushes you to rock bottom? In this episode, life coach and social worker Beverly Chimes shares her powerful journey of exhaustion, recovery, and rebuilding a business with more clarity and joy. We talk about the early signs of burnout, why high-achieving women resist rest, an…
…
continue reading
1
One Big Beautiful Episode: Health, Healthcare, and Health Insurance
16:46
16:46
Play later
Play later
Lists
Like
Liked
16:46
This week we tackle three connected themes: your health, how you get care, and how you pay for it. Highlights: Health first: Sleep, Diet, and Exercise, in that order Healthcare in practice: Great for acute care – not great chronic illness! Paying for care: Traditional insurance, high-deductible plans with HSAs, or Christian healthcare sharing minis…
…
continue reading
