The podcast for finance professionals tasked with taking their businesses to new heights.
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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.
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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 ...
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The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclosures at: https://wwmfinancial.com/disclaimers
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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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.
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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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 ...
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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.
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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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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.
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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.
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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 ...
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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 ...
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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.
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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 ...
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20/20 MONEY: The Business of Optometry, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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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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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.
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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 ...
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you're a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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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 ...
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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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 ...
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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.
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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!
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"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 ...
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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 ...
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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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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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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 ...
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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 ...
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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 ...
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Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence. Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights r ...
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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. ...
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In the Financial Crossroads podcast, Rand Spero shares stories about people adapting during their personal transition.
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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 ...
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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.
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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...
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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!
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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.
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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.
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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
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#712: Two Cents of 11/22 - Market Drama; Colorado DSO Fraud; 2026 Retirement Contributions
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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 and Rabih talk about the recent spike in market volatility and discuss how rising umemployment could influence future interest rate cuts from the Federal Reserve. They also talk about a real-wor…
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Stock market volatility has surged in recent days, and everyone seems to have a theory. Is the Federal Reserve to blame? AI stocks? Cryptocurrencies? Tariffs? Or maybe it's just end-of-year selling pressure? In this episode, Karl Eggerss breaks down what's really driving the turbulence and provides a roadmap for navigating the next few months. Plus…
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Your Guide to Medicare Choices: Advantage or Medigap?
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As Medicare Open Enrollment wraps up on December 7th, it's the perfect time to break down some of the lesser-known terms and options you may be seeing—or weighing—right now. On this episode of the Retire Your Way with ILG Financial Podcast, Chase takes a closer look at one of the biggest decisions beneficiaries face: whether to stay with or switch …
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Ep. 87 - Steps to Create Financial Independence
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Creating Financial Independence (FIRE) for Any Age: What It Actually Takes The Financial Independence, Retire Early (FIRE) movement is a strategy for achieving financial freedom, allowing individuals of any age to retire early, work optionally, or pursue passions without financial stress. FIRE involves accumulating enough wealth to cover living exp…
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Bubbles & Chatbots: What You Really Need to Know About AI in 2025
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Artificial intelligence is evolving at lightning speed, but how do you separate innovation from the hype? And what does any of this mean for your daily life, your privacy, and your investment decisions? In this episode, we break down the biggest AI breakthroughs since our last update and explore how everyday people can use chatbots without feeling …
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Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
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In this special episode, Jesse Lineberry, Program Director of the CFP program at Virginia Tech, returns for our annual deep dive into the New Planner Recruiting 2025 Salary Report. If you're interested in salary trends, comparing compensation expectations across channels, or understanding what firms and candidates are prioritizing in today's hiring…
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534: By the Numbers: Gold vs. Stocks — What the Data Says About Retirement Portfolios
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Gold has been surging lately, but is it truly a golden opportunity for retirees, or just another glittering distraction? Join us as we break down what's really driving gold's rise, explore its role as a diversification tool, and reveal what the data says about whether it deserves a spot in your portfolio. In this episode, we discuss: Gold's big run…
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192: How to Fall in Love with Your Business Again: The ABC Method for Women Entrepreneurs
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The ABCs of Falling in Love with Your Business What does it take to build a business you love — not just once, but again and again? In this solo episode, I break down the ABCs of sustainable success: Alignment, Belief, and Courage. We explore how to stay true to your values, strengthen belief in your offers, and take courageous action even when fea…
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When The Fed Blinks: How Markets React To Every Hint of Policy Change
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In this episode, Catherine, Greg, Steve, and Vince unpack one of the wildest market weeks of the year a roller-coaster ride fueled by surprise economic data, shifting Fed expectations, and tech-sector drama that had investors glued to the screen. From a 35% swing in the S&P this year to a Fear & Greed Index plunging to 7 (yes, seven), the team brea…
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Ep 359 - Why a Million Bucks Won't Make You Rich Anymore
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Remember when your grandparents bought a house for $35,000? That same home is probably worth $700,000 today — and your kids will think $600,000 was a steal. That's inflation at work — silently stealing your purchasing power while you sleep. The truth is, being a "millionaire" doesn't mean what it used to. A million dollars today might sound like fr…
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Ep 358 - Why I Stopped Selling Stocks for Life Insurance
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I started in 1986 as a traditional stockbroker — chasing market returns, diversification, and all the "smart" financial strategies. But after living through multiple crashes and seeing clients lose decades of gains overnight… I knew there had to be a better way. The truth? The markets are rigged against consistency. You retire in the wrong year — y…
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How Money Works: Planning, Fables, and Real-Life Finance
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The stories we believe about money often shape our choices more than the numbers do. In this episode, Craig and Jennifer explores these "financial fables," using real-life situations to reveal how hidden beliefs influence the way people plan. The team also tackles listener questions and offers smart portfolio strategies to balance risk and reward a…
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The Worst Investors (and What the Best Do Differently)
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In this episode, Mark explores common pitfalls that can make or break your investing journey. The conversation sheds light on how mindset and habits set successful investors apart, while emphasizing the ongoing importance of financial education. Curious if you might be making the same mistakes as the worst investors? If you want better results, sta…
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The S&P 500 Trap: Why the "Safe" Choice Is Actually Risky for Retirees
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"Just buy the index." It's the simple advice that built your wealth and got you to the finish line. But here's what often gets overlooked: The strategy that got you to retirement won't necessarily keep you there. When you switch from saving to spending, the math changes. Suddenly, relying on a "simple" S&P 500 strategy exposes you to risks that did…
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The Five People You Meet Before Retirement
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In the book The Five People You Meet in Heaven, each person the main character meets helps him understand his life in a new way. So who are the five people you should meet before retirement? People who can guide your next chapter and help you retire with clarity, confidence, and purpose. After all, retirement isn't just about money, it's about peop…
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Avoid These 3 Wrong Turns from the Kyle Busch Insurance Lawsuit
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"This sounds too good to be true, but you've got to believe in those that are looking at it for you and trusting in the people with Pacific Life email addresses that are sending you the documents." So many stories of financial fraud and mismanagement boil down to statements just like this one. All too often, the folks who are losing large sums of m…
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#711: Why Most Dentists Hire Wrong and How to Fix It
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On this episode of The Dentist Money Show, Bryton Nield and Bob Spiel from Hiring Pros join Matt to unpack what it really means to hire with intention. They dive into why so many dentists struggle with hiring, how poor decisions can impact team culture and stress levels, and what steps practice owners can take to build a strong, cohesive team. They…
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Physician Real Estate Syndications Gone Wrong: Affinity Fraud, Capital Calls, & How to Protect Yourself
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In this episode of the Money Meets Medicine podcast hosted by Justin Harvey and Dr. Jimmy Turner, the discussion centers on recent developments in physician finance, particularly around real estate syndication deals and capital calls. Dr. Turner delves into the financial pitfalls and lessons from particular real estate investments targeted at physi…
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Money Tips for New Parents: Navigating Costs After Baby Arrives, With Chloe Moore
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Becoming a parent changes everything—your routines, your priorities, and definitely your finances. In this episode of our Know Better, Do Better: Parenting & Finances series, Certified Financial Planners Lauryn Williams and Chloe Moore break down what really happens after the baby arrives. From unexpected expenses and child-care costs to school dec…
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124: Leap Smart: Career Transitions and Financial Strategies for Midlife Women with Tabatha Jones
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"It is never too late to start something new and to put your energy into something that you've loved your whole life, but you've never had time to focus on." Our hosts, Stephanie McCullough and Kevin Gaines, explore the strategic path to entrepreneurship in midlife with the Corporate Escape Sherpa herself, Tabatha Jones! After 30 years in corporate…
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Too many people build up cash value in their life insurance and then… do nothing with it. That's a massive mistake. Your policy isn't just a savings account — it's a launchpad for wealth. When you learn to leverage it correctly, that same dollar can work two, three, even four times at once. Here's the secret: your cash value keeps compounding insid…
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Ep 50: Discipline at the Heart of Innovation
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In this episode of Planning Aces, we spotlight FP&A insights from three CFOs leading innovation with discipline: Chris Sands (InvoiceCloud), Steve Sutter (Celigo), and Niels Boon (Cint). Each shares how finance is shaping AI, go-to-market models, and data-driven transformation without losing rigor. From building an "AI Ops" function and embedding f…
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If you think "sales" is a dirty word, this episode was made just for you.
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In this episode, Dr. Steve Vargo returns to talk about a topic many ODs quietly struggle with: the role of sales in patient care and practice performance. Inspired by a recent post he shared on LinkedIn, we explore why certain KPIs feel frustrating to improve and how a simple shift in perspective can change the way doctors think about influencing p…
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#710: Two Cents of 11/15 - End of the Government Shutdown; 50-Year Mortgage?; Pennies Are Canceled
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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, Sean, and Rabih break down the ripple effects of the recent government shutdown. They also talk about the proposed 50-year mortgage, a policy aimed at improving housing affordability but also r…
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Structured notes are one of Wall Street's most complex—and often misunderstood—investment products. In this episode, we break down how they work, why big banks issue them, and what investors need to watch out for before investing. Are they a smart way to enhance returns and manage risk, or a trap hiding in plain sight? Tune in to learn the mechanic…
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Can They Retire Early Without Regret? | Real Case Study.
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Mike and Julie were in their early 60s—and they were ready to retire. The only problem? They didn't feel READY, the market felt SHAKY, and they weren't sure if leaving work now would jeopardize their future. They wanted freedom, but they also wanted peace of mind. Today, Certified Financial Planner Tori Ten Hagen will be walking us through the case…
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Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green
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Have you ever had to take a step back to move forward? That's exactly what Emily Green did when she left her career as a surgical assistant to pursue financial planning. After realizing she wanted more client connection, Emily explored entrepreneurship, discovered her passion for finance, and found her way to MY Wealth Planners. In this episode, Em…
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The Owner's Retirement Blueprint: Design a Plan, Reduce Taxes, Retain Talent
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As another tax year comes to a close, many successful business owners are undoubtedly asking themselves the same question: How do I keep more of what I've earned away from Uncle Sam this year? In this episode, I'm sitting down with Bayntree's Director of Corporate Development, Brian Hartstein, to break down year-end strategies to help entrepreneurs…
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533: By the Numbers: The Case for "Good Enough" — Why Simplicity Often Beats Perfection in Retirement Planning
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Could striving for the "perfect" portfolio be holding you back from the fulfilling, financially confident life you've worked so hard for? Join us as we explore why embracing a "good enough" mindset can lead to greater happiness, balance, and confidence in retirement. In this episode, we discuss: The myth of the "perfect" portfolio Satisficers vs. M…
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Fed Policy Shift: What It Means for Markets Right Now
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This week's episode is packed because the markets did not take a break. Catherine, Greg, Rachel, and Vince unpack everything from the end of the 43-day government shutdown to the surprising shifts in stocks, rates, and IRS rules you'll want on your radar. We break down why the Nasdaq dipped, why the Dow climbed, and what investors should read into …
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Most financial advisors still cling to the outdated "4% rule" — the idea that you can safely withdraw 4% a year from your retirement portfolio and never run out of money. But what happens when someone tells you to pull 8–10% instead? Total disaster. I ran the numbers using real Monte Carlo simulations. A 10% withdrawal rate only has a 3.3% chance o…
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Beyond Investment: A Deep Dive into Monetary Systems and Precious Metals
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Adam Koós sits down with David Morgan—monetary system critic, precious metals analyst, and founder of The Morgan Report—to discuss the fragile state of today's financial system, what history teaches us about currency and freedom, and why investors should pay close attention to silver and gold. David brings over four decades of market experience and…
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AdviceTech Podcast #153 - Vibe Coding and the Future of AI in Advice
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Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111223-05530001 0.25 Client Care & Practice 0.50 Technical Competence This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how AI, rapid prototyping, and open architecture are transforming advice platforms, empowering planners to create custo…
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Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
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In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt. For full show notes, see kitces.com and thesocietyofadvice.com.
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Mastering Wealth With Intention – a Conversation with Brandi Jo Newman – Strategic Wealth Architect - Episode 365
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In this episode of The Practical Wealth Show, Curtis May interviews Brandi Jo Newman, a leading Infinite Banking practitioner and agency builder who has mastered the art of scalable growth through paid advertising, automation, and systems thinking. Brandi explains how she built a $12,000-per-month paid ad engine that fills her team's calendars with…
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5 Retirement Mistakes That Could Cost You THOUSANDS (And How to Avoid Them)
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📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj 🔔 Want personalized help with your retirement plan? Book a call → https://robtetrault.com/speak-to-rob/ 💸 Most Canadians spend decades saving for retirement… But a few avoidable mistakes could ruin it all - including triggering the OAS Clawback, missing key tax opport…
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MFA PODCAST 12 - What Does A Financial Advisor Really Do?
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Ep. 86 - Risks That Threaten & Destroy Wealth
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Congratulations, you've built up a good-sized nest egg of wealth! Now, what are the risks you need to watch out for. Obviously, there are a variety of ways people lose money. Vices, scams, etc. However, today we will be discussing the major risks to a financial plan that we can plan for. On this episode of Through The Pines we'll cover risks that t…
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#709: Why Smart People Struggle with Money Conversations
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On this episode of The Dentist Money Show, Carl Richards, CFP®, author of Your Money, joins Ryan to explore the emotional side of money and why even smart, successful people struggle to talk about it. They discuss how emotions influence financial decisions, why simplicity often beats complexity, and how understanding your values can lead to more me…
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191: Why Every Family Needs an Emergency Binder with Sarah Miller
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Why Every Family Needs an Emergency Binder with Sarah Miller What would happen if an emergency struck tomorrow? In this essential conversation, I sit down with Sarah Miller, critical care physician associate, entrepreneur, and mom of two, to talk about how to prepare your loved ones for life's unexpected moments. We explore what most families forge…
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Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111200-58350001 0.25 Client Care & Practice 0.50 Technical Competence Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, and efficient use of technology at Future Financial Services, providing insights and advice on sc…
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1099 vs W2 for Physicians: How to Compare Offers, Taxes, Benefits, and Real Take-Home Pay
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In this episode of "Money Meets Medicine," hosts Justin Harvey and Dr. Jimmy Turner discuss the financial pros and cons of working as a 1099 independent contractor versus a W-2 employee, focusing on tax implications, benefits, and administrative responsibilities. The hosts emphasize the need for professional financial guidance and encourage listene…
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Unlocking Benefits for Idaho's Veterans with Mitzi Cheldelin
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Are you an Idaho veteran, a family member, or someone interested in understanding the full range of benefits available to those who have served? In this powerful episode of the Senior Matters Podcast, recorded in November 2024, estate planning attorney Mark E. Wight sits down with Mitzie Cheldelin from the Idaho Division of Veterans Services to exp…
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How Financial Advisors Can Build a YouTube Presence That Drives Growth | EP263
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Learn how advisor and YouTube expert Dave Zoller scaled his firm using simple, service-driven video marketing. In this episode: The mindset that removes fear from marketing Building a YouTube strategy around consistency Tools that make high-quality video simple Turning clients into lifelong fans Sponsored by the Titleist Advisor Network: Learn how …
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