NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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First Wealth Financial Planning Podcasts
Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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Your Wealth Playbook is your go-to guide for mastering financial success. Hosted by Kerrod, a financial planner and owner of Tenex Wealth, and Jared, a finance broker and owner of Crown Property Finance, this podcast delivers expert insights, practical strategies, and real-world advice to help you build, grow, and protect your wealth. Whether you're planning for your family's future, growing your business, or making smarter financial decisions, Your Wealth Playbook gives you the tools and kn ...
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Before women build wealth, they have to believe they can. Money, Legacy & Her is a space for that transformation. This podcast is for ambitious women—founders, professionals, and first-gen leaders—who are ready to take ownership of their finances, shift their mindset, and rewrite the narrative around money and legacy. Hosted by Darice Rene—CEO of Power Collective Enterprises; Commercial Broker, Business Strategist, and Creator of the Build Wealth Your Way Framework—each episode is equal part ...
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I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and ath ...
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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate pla ...
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Policybazaar UAE invites you to be part of ‘The Policy Project’, a captivating podcast series that explores the influence of finance and insurance on our day-to-day lives. Our mission is to provide our listeners with the information they need to make educated decisions and remain abreast of the ever-evolving banking and insurance market. Whether you’re a student, a working professional, or someone who’s simply intrigued by the industry, there’s something here for everyone. Tune in to join ou ...
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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The TFS WealthCast brings clarity, depth, and strategy to finance, property, and wealth-building in Australia. This isn’t just another finance podcast it’s a space where serious investors, ambitious professionals, and wealth builders come to sharpen their edge. Each episode is unique, we sit down with industry leaders, top-performing brokers, property strategists, and seasoned investors who’ve built real portfolios and navigated shifting markets. We dive into advanced topics like: •Smarter l ...
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Welcome to Retirement Solutions – The Podcast, with Tyson Thacker and Ryan Thacker, where precision meets purpose. This B.O.S.S. podcast is committed to “Building the Optimal System of Security.” Learn how you could craft the ideal retirement blueprint that surpasses mere wealth accumulation. Explore the nuances of retirement planning with expert insights, as Tyson and Ryan navigate the ever-evolving landscape of investments, insurance solutions, and financial planning for retirees and pre-r ...
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav
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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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Financial Confidence for High-Achieving Women | Money Mindset and Wealth-Building Tips for WOC Entrepreneurs
Taryn T-Money$ Ferrer | Financial Wellness Coach
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Are you overwhelmed by the constant juggle of scaling your business and managing your personal finances? Tired of the cycle of over-saving, splurging, and guilt after every big purchase? Or maybe you’re always second-guessing your financial decisions, wondering if you’re doing enough to build wealth and secure your future? Hey girl hey…welcome! The Financial Confidence for High-Achieving Women podcast is where we’ll dive deep into positive money mindset, wealth-building strategies, and inten ...
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The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement plan ...
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Money Stories by In Financial Services shares the real money journeys of everyday people—the wins, losses, and lessons learned. Each episode spotlights guests from all walks of life, diving into how their upbringings and early money choices shaped their financial paths. From budgeting tips to investment strategies, they offer practical advice and insights to help you build wealth and take control of your financial future. With a focus on Empowering Financial Dreams, Money Stories proves that ...
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Hi, my name is Fitz Villafuerte. I'm a Registered Financial Planner and a financial literacy advocate based in the Philippines. This podcast is about learning smart money habits and the proper mindset to achieve financial success. I speak in English and Filipino in this podcast. Visit the80percentpodcast.com to learn more. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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The typical hype about "Financial Freedom" is so misplaced. Why would any guru encourage a high-performing, high income earner to quit their job? It truly doesn't make sense and we're happy to help you see why. In the Real Estate Fast Pass Podcast, host Jimmy Vreeland discusses the strategies involved in building a 20-unit real estate portfolfio to hit your target with 3 times faster with a 3rd of the typical capital. Everyone knows Wall Street is buying up main street, Jimmy and his team at ...
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Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madh ...
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Welcome to The Broker’s Lounge with Eddie & Carlo - the podcast where we make the world of mortgages and finance feel a whole lot less intimidating. If you’re here, chances are you’re thinking about buying a home, maybe your first, or maybe you’ve been down this road before. Either way, you’re in the right place. So, who are we? We’re Eddie and Carlo, two senior mortgage brokers from Link Wealth Finance with over 30 years combined experience helping people just like you navigate the sometime ...
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MedSpa Money Matters is your go-to resource for mastering the financial side of MedSpa ownership. Hosted by Scott Wisniewski and Jonny McMullen, this podcast is designed to bring clarity to your finances so you can focus on growing your business. From financial planning, bookkeeping and taxes to fractional CFO services, Scott and Jonny provide expert insights to help you navigate the unique challenges of running a MedSpa. Whether you want to improve profitability or simply make sense of your ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Everyone's Talkin' Money
Shari Rash, Money Podcast for Women, Personal Finance, Relationships & Mental Health
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New York Times Top 4 Money Podcast with over 24 million downloads! Ever wake up at 3 a.m. in a full-blown panic, wondering if you’ll ever have “enough” money? Maybe you’re making more than ever, but somehow, the worry never goes away. You stress over every purchase, second-guess every money move, and still feel like you’re one wrong decision away from losing it all. Here’s the truth: It’s not just about the dollars—it’s about what’s happening in your head. Welcome to Everyone’s Talkin’ Money ...
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Whether you're buying your first home, tackling debt, or building long-term wealth, we’ll show you how to make smarter money moves. With over 20 years of combined experience as qualified financial advisers, James Blair and Michael Vincent share straight-talking advice, practical strategies, and real conversations about money - all to help you take control of your financial future with confidence. Check out our website below: lighthousefinancial.co.nz
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America faces serious and growing economic challenges— new threats to your savings and your way of life. The Economic War Room with Kevin Freeman provides a weekly Economic Battle Plan™ that puts America and your investments first. The program features global investor and the nation’s leading economic warfare expert, Kevin Freeman, and other high-level thought leaders for a unique, powerful, and engaging financial news show. The program offers solutions for significant financial and economic ...
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A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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Destination Retirement is hosted by Robert Kuhn, Founder and President of Kuhn Capital Partners, an SEC-registered investment advisor and fiduciary. Currently you can hear Robert on Chicago AM 560, Chicago AM 890, and Florida Man Radio. Each week, Robert pulls back the curtain on Wall Street and exposes what most financial advisors don’t want you to know. Kuhn Capital Partners is built on a fiduciary standard that puts clients first, always. From institutional-grade strategies and tax reduct ...
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President and Founder Rita Robbins has spent years helping independent financial advisors build thriving businesses that put clients first while creating fulfilling lives for themselves. This inspired a simple yet powerful idea: what if we could capture and share the winning insights from our industry’s brightest minds? In Independence Amplified, she’ll sit down with industry leaders, advisors from our network, and some surprise guests for candid conversations focused on three pillars of suc ...
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Welcome to How to Retire on Time, a show that answers your retirement questions. Say goodbye to the oversimplified advice you've heard hundreds of times. This show is about getting into the nitty-gritty so you can make better decisions as you prepare for retirement. Text your questions to 913-363-1234 and we'll feature them on the show. Don't forget to grab a copy of the book, How to Retire on Time, or check out our resources by going to www.retireontime.com.
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Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and b ...
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Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step. We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it's about finding new strength, purpose, and balance for yourself and your family. ...
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Welcome to The Landlord Lens, your guide to navigating the rental market in real time. Whether you're a first-time landlord or managing multiple properties, this series unpacks how today’s headlines, legislation, and economic shifts are impacting landlords like you. From rising interest rates to rent control debates, we break down what’s happening right now and what it means for your rentals. You’ll get straight talk on eviction laws, housing supply, corporate ownership trends, and tenant mo ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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More Than Money is your weekly guide to retirement, from financial strategies to lifestyle planning, we cover what really matters in making the most of your retirement—because it’s about more than just money. Hosted by Portfolio Managers and Investment Advisors Dave Popowich and Faisal Karmali, along with Wealth Advisors Leanna Wachniak and Rob Gerrie. Learn more at www.morethanmoneyradio.com
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You've spent a lifetime using your strengths as a woman to make smart decisions about life. Isn't it time to apply those same strengths to making financial decisions and investing? Listen in and learn how to apply your natural strengths as a woman to managing your finances and investing, so you can accomplish more with your money. Without giving up lattes, wine or mani-pedis. Hosted by Catherine Magaña, CFP® & Rachel Ivanovich, EA, MBA Savvy Women Wealth Management is an SEC Registered Inves ...
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Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis
Dale Gillham: Share Market Analyst, Share Market Educator, Professional Trader and Investor
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Thinking about wealth creation by trading or investing in the stock market? Learn all about the stock market and get started stock trading and investing with the Talking Wealth podcast. Hosted by the expert stock market analysts at Wealth Within, Dale Gillham and Janine Cox, the Talking Wealth podcast is a must-listen for all new and experienced traders and investors alike. The Wealth Within team provide you with a healthy dose of trading and investing education, wealth creation strategies, ...
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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Get insights from highly qualified experts with actionable advice. Everything from venture capital to financial planning, real estate, wealth management, and so much more. You will walk away with amazing insights whether you are a seasoned investor or just starting out. About Mission Matters: At Mission Matters we amplify stories for Entrepreneurs, Executives and Experts. Our host and Co Founder, Adam Torres has interviewed 5,000+ guests and hosts 8 shows. At the heart of our media brand is ...
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A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
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Nobody is born understanding money. The vast majority of us were never taught the basics or how to handle an emergency, much less the secrets of healthy money."Money 911" is your first responder when it comes to finances.Simple, focused advice about protecting your money and your future.As each day passes, we come face-to-face with an ever rising tsunami of money challenges. Out of control inflation, skyrocketing taxes, the feast or famine of home prices, the unpredictable frenzy of Wall Str ...
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Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
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Following the success of Damian Collins’ Amazon Best-Selling book, Property Investing Roadmap: How to build an income from property for life, this podcast uncovers the world of property investing through engaging conversations and expert insights. Join host Damian Collins as he guides you through the full spectrum of property-related choices, from how to buy your first rental property through to sophisticated strategies such as leveraging equity, property development, and diversifying a port ...
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Advisors Off Script: Stories of the Independent Frontlines with Shelby Nicholl
Shelby Nicholl
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Advisors Off Script is the podcast where financial advisors step away from the polished talking points and get real about what it takes to build, break away, and boldly grow. Every advisor has a choice: follow the script laid out by the industry—or write your own. Formerly known as Kick It Open, the show is hosted by Shelby Nicholl, founder of Muriel Consulting and known as the “RIA Whisperer.” She brings candid conversations, insider insights, and practical strategies that help advisors mov ...
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Unlock Financial Freedom: The Critical First Step Most Wealth Plans Miss
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In this episode of 'Money Legacy and Her,' host Darice Rene addresses the crucial foundation for building wealth: consistent and intentional income. Speaking directly to ambitious, capable women who may feel underpaid or uncertain about their financial future, Darice shares her personal journey from financial instability to empowered wealth-buildin…
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Quint and Logan discuss if I Bonds are still a good investment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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How to Move On When You Still Miss Your Ex (4 Hard Truths That Will FINALLY Set You Free)
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What truth about the relationship have you been ignoring? What makes that truth hard for you to accept? Today, Jay opens up about one of the hardest things we go through, trying to get over someone we once loved. He reminds us that healing isn’t about pretending we’re okay or trying to move on too quickly. It’s about realizing that what we often mi…
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Fix it Friday - Private Equity in Your Retirement Plan: Opportunity or Trap? Why Private Markets Are Targeting Small Investors!
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Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth, this episode pulls back the curtain on private investments. Jonathan explains how Wall Street firms promote “democratization” of private deals while often shifting risk onto eve…
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The 80 Percent Express are special short episodes in which I share a financial concept or answer a question sent by a listener. Today, we’re discussing a question that’s often been asked of me in recent months: Is it safe to invest in a cooperative? The local stock market has not been performing well, and investors are seeking alternative investmen…
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Jay Martin: A Commodities Supercycle Is Just Beginning (Gold, Copper, Critical Minerals & More)
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💡If a global resource shock is coming, make sure your portfolio is prepared. Get a free portfolio review with Wealthion’s endorsed financial advisors at: https://bit.ly/4i4e1cO Is this the start of a major commodities supercycle? Jay Martin joins Maggie Lake to explain why gold’s breakout is just the early phase of a long secular bull market driven…
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Ep 370 | Four Horsemen, Six Trials, and a Path Forward
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As America approaches 250 years, Kevin Freeman and Mike Carter link modern geopolitical and economic risks with themes from Revelation to highlight six urgent “trials by fire.” From the national debt bomb and currency challenges to CBDCs, inflation-driven wealth gaps, demographic decline, and immigration without assimilation, the stakes are high bu…
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START HERE: Beating Financial Burnout - Finding Balance, Motivation & Hope For Mandy
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Feeling exhausted by money? You’re not alone. In this empowering episode of Start Here, Canna Campbell answers Mandy’s heartfelt question about financial burnout. After years of saving and sacrificing for a home deposit, Mandy now finds herself going backwards — dipping into her hard-earned savings just to cover essentials. Canna shares a compassio…
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Cost of Living Crisis: $200K Can’t Support a Single Income Household | Episode 402
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New Zealand’s one-income household is officially dead - and the numbers prove it. In this episode, James and Michael break down why rising living costs, childcare expenses, inflation, and modern debt-to-income ratios make it nearly impossible to survive on a single salary, and what Kiwi families need to consider when planning work, kids, mortgages,…
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How to Balance Purpose-Driven Work and When you Should Retire
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"Hey Mike, I want to keep working but it’s getting in the way of my IRA to Roth Conversions. What can I do?" Discover why your purpose and work may be more important than paying slightly less in taxes. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.comBy Kedrec Wealth
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Ep 40: Health Insurance Decisions for 2026: A MedSpa Owner's Guide to Coverage, Costs, and Team Benefits
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Between rising premiums and constant uncertainty in healthcare regulation — not to mention the back-and-forth around employer coverage requirements — a lot of MedSpa owners are finding themselves rethinking what "good coverage" actually means, both for themselves and for their team. So in today's episode, we're unpacking what to look for, what to a…
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Love, Marriage & Money: The Second (or Third) Time Around
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Getting married in your 50s often means you’re combining lives, but not necessarily combining finances. How do you build a retirement plan together when you’ve both already built your own? On this episode, we’ll answer a listener’s question about this topic. Get in touch with Mike: 🌐 Website: https://legacybridgewealth.com/ 📞 Phone: (912) 483-0452 …
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IRA Conversion Strategies and Reading Economic Signals During a Shutdown
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Discover how current economic data affect you and decide if a Roth or Traditional IRA is the most appropriate option for your retirement savings. What’s happening with layoffs and the economy right now? How should you be thinking about the data used to determine the economy's health, and what does it mean for your personal finances? Hosts Elizabeth…
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Benefits, Bonuses & Open Enrollment: Don’t Leave Free Money on the Table - Smart Money Moves Before Year-End, Part 3
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If open enrollment season makes your eyes glaze over faster than a holiday spreadsheet, this one’s for you. In Part 3 of the Smart Money Moves Before Year-End series, Shari dives into all the hidden ways you can squeeze more value out of your paycheck before December 31. From health plans to hidden perks, this is your reminder that benefits are par…
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WCI #445: Buying Into a Practice, Building Wealth, and Planning Ahead
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This week, we break down what to know before buying into a practice, rethink what "net worth" really means, explore how to best use an Air National Guard retirement paycheck from 57 to 65, and highlight important basics on Special Needs Trusts. Today's episode is brought to us by SoFi, the folks who help you get your money right. Paying off student…
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Trading Legends Series Part 4: Seykota, Simons & Brandt
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This week, Fil and Pedro explore how three trading icons — Ed Seykota, Jim Simons, and Peter Brandt — mastered the markets through discipline, data, and the craft of charting. From algorithmic systems to timeless chart patterns, they reveal what modern traders can learn from decades of proven success and how to apply it today.…
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10 Principles of Wealth Building for Ambitious Women
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In this episode, Darice Rene presents the '10 Principles of Wealth Building for Ambitious Women,' aiming to transform financial mindsets and encourage bold actions. She discusses principles such as ownership, cash flow, investing over saving, creating legacy beyond a paycheck, strategic use of debt, money management, overcoming a scarcity mindset, …
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Don’t Sell Your ASX Growth Stocks Before You See This
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In tonight’s Australian Stock Market Show, Janine, Fil and Pedro discuss the best growth stocks on the ASX that are still showing real strength.
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David Hunter: The Final Melt-Up of a 43-Year Bull Market Before The Global Bust
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💡Markets may soar before they bust. Make sure your portfolio is ready for both. Get a free portfolio review with one of Wealthion’s endorsed financial advisors: https://bit.ly/4oJ5JJU Contrarian Macro Advisors’ David Hunter joins Maggie Lake to deliver one of the boldest market and macro outlooks yet. Hunter argues we’re entering the final, euphori…
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The Cost Of Connection: Why Time May Be The Best Gift
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10:51
The holidays are here and so is the frenzy of shopping, gatherings, and gift-giving. But what if this season could feel less frantic and more fulfilling? In this heartwarming and practical episode, Catherine Magaña and Rachel Ivanovich unpack how to celebrate intentionally, without overspending or overstretching yourself. From setting a "joy budget…
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He Built 40 Clients in a Library. Now He Manages £58M AUM
36:31
36:31
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36:31
This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from self-employed to employed and how going hyper-local helped him build a thriving client base from scratch. After 22 years working in a building society, James made the leap into self-employme…
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Different Markets to Consider When Putting Your Portfolio Together
15:50
15:50
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"Hey Mike, the stock market seems overvalued. Do you think the real estate market is also overvalued?" Discover the different markets you can invest in, and how some are influenced by others. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.comBy Kedrec Wealth
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61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer
49:14
49:14
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49:14
Understanding life insurance and annuities is essential for making informed and beneficial financial decisions when moving to America. These financial products differ significantly between the UK and the US. Decades ago, the process of getting insured in the US was much simpler, with far fewer options than there are today. In this episode of We’re …
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Hispanic Households, Media Myths, and Real Boundaries w/ Daniela Molina
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This one hits where it hurts: the living room. We dig into how money actually moves in multi-generational, first-gen Hispanic households during the holidays when everyone has an opinion and nobody wants to say the quiet part out loud. Daniela Molina joins me to cut through the noise with straight talk on culture, pressure, and breaking money taboos…
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Quint and Allie talk about how to avoid giving the government a tax-free loan (aka getting a tax refund). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Gabrielle Bernstein: The Simple 4-Step Method to Heal Anxiety, Stop Overthinking, and Stop People-Pleasing for Good
1:21:49
1:21:49
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Have you been feeling anxious lately? Do you notice when your mind starts to spiral? Jay welcomes back his good friend and New York Times bestselling author Gabrielle Bernstein for a deep and inspiring conversation about true inner healing. Together, they unpack Gabby’s latest book, Self-Help, which reimagines Internal Family Systems Therapy (IFS) …
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The Hidden Way to Grow Your Retirement Savings: It’s All About Taxes
29:44
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What if the biggest opportunity to grow your retirement savings has nothing to do with chasing the next big investment and everything to do with taxes? In this episode, Ryan Thacker and Tyson Thacker break down why taxes may be the single biggest expense you will face in retirement and how strategic tax planning could make your money go significant…
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RBA Interest Rates 2025: What Smart Investors Are Doing About Rising Mortgage Costs
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Book your FREE call with Jared 👉 https://calendly.com/crownpropertyfinance/application?month=2025-08 Website: https://www.crownpropertyfinance.com.au/ Book your FREE call with Kerrod 👉https://calendly.com/kerrod-tenexwealth/15-minute-discovery-call?month=2025-08 Website: https://tenexwealth.com.au/ VISIT OUR WEBSITE 👇 Website: https://yourwealthpla…
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Episode 204: How Your Retirement Style Shapes Your Social Security Strategy
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In this episode, Alex and Wade unpack the complexities of Social Security claiming strategies, weighing the benefits of delaying versus claiming early. They examine key financial considerations such as survivor benefits, tax planning opportunities, and the psychological factors that shape these decisions. The discussion also highlights how the Reti…
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Navigating Change: Bob Veres on Trials and Triumphs of the Financial Planning Profession – Episode #35 of NAPFA Nation
28:18
28:18
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In Episode #35 of NAPFA Nation, host Marie Swift speaks with renowned industry commentator Bob Veres to discuss his newest book, A Behind-the-Scenes History of the Financial Planning Profession, a sweeping history of the profession through Veres' 45-year career. Veres explores pivotal moments that have shaped the profession, from the collapse of li…
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NZ’s Economy Isn’t Growing: Is Infrastructure the Answer? Ft. Jarrod Kerr | Episode 401
19:46
19:46
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Can infrastructure spending really supercharge New Zealand’s economy? In this episode, Kiwibank Chief Economist Jarrod Kerr joins the team to unpack how smart infrastructure investment, foreign capital, and confidence can lift productivity, boost GDP, and strengthen the Kiwi brand on the global stage. For more money tips follow us on: …
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Money Together: Building Wealth, Partnership, and Purpose with Doug & Heather Boneparth
36:06
36:06
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Doug and Heather Boneparth are redefining what it means to build wealth together. In this episode of The Advisor Journey, the founders of BoneFide Wealth share how partnership in both life and business has shaped their approach to advising clients and leading a modern firm. They discuss the lessons behind their new book Money Together, their experi…
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From Milken to Mission: How Jota2 Builds People-First, AI-Powered Companies
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On Mission Matters, Adam Torres interviews Bill Saad, Founder & Chairman of Jota2 Group, about leveraging trusted networks (Milken Asia Summit), AI, and cross-border founder matching to build real-world solutions—while advancing women’s empowerment through Tara for Women. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ fo…
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How to Manage Self-Care After Loss: An Impromptu Discussion with Donna Kendrick and Jim Gehan
23:35
23:35
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In this edition of 'Widow Wisdom and Wealth™,' host Donna Kendrick and her husband Jim Gehan share an impromptu conversation about self-care, sleep, and community support after the loss of a spouse. They discuss the importance of creating a new normal, taking personal time, and addressing the guilt often felt by widows and widowers when they focus …
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Retired—Now What? Making Your 401(k) Work for You
11:09
11:09
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What should you do with your 401(k) when you retire—and how do you turn that nest egg into reliable income? This episode explores the crucial decisions facing new retirees, from rolling over your 401(k) to an IRA, to consolidating accounts, and analyzing payout options. Brandon Bowen shares real stories of clients who found confidence and freedom b…
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Retiring Before Social Security? Consider These Portfolio Changes - 555
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Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast number 555. Christine just retired at 59 and wants the smartest way to draw income before Social Security, without letting taxes take a third of it. Prickly Richa…
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Which Comes First: Social Security Optimization or Tax Minimization?
13:39
13:39
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"Hey Mike, which should be done first, social security optimization or tax minimization planning?" Discover why tax planning should be done before you optimize your social security benefits. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.comBy Kedrec Wealth
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How to Know It’s Time to Leave Your Business (and What “Enough” Really Costs)
28:28
28:28
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What happens after the awareness? After you stop spending on autopilot… how do you start building on purpose? In part two, Shari connects money mindfulness to business-building — and why your exit number should be based on the life you actually want, not what Instagram says counts as “success.” Guest Kathryn Finney returns to share how she grew her…
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Why We Spend When We’re Sad: Turning Emotional Purchases Into Purpose
26:46
26:46
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We don’t always spend because we’re “bad with money.” We spend because we’re human — grieving, stressed, lonely, or trying to feel in control. In this episode, Shari breaks down emotional spending as a signal, not a flaw, and shows you how to start asking the one question that changes everything: “What am I actually trying to feel right now?” Then …
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Adam Johnson: AI Boom, Not Bubble. Why This Bull Market Still Has Room to Run
40:42
40:42
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💡Markets may have more room to run, but stock selection matters. Get a free portfolio review from Wealthion’s endorsed financial advisors to make sure you’re positioned for what’s next: https://bit.ly/47R4Do6 Are investors talking themselves out of a bull market that still has room to run? Portfolio manager Adam Johnson thinks so. In this conversat…
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Inside LACG’s November: Peer-Led Rooms for Family Offices & Purposeful Capital
28:16
28:16
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On Mission Matters, Adam Torres welcomes Kathleen Tepley, Founder of Los Angeles Consulting Group, to preview November/December events and share how LACG builds a 30-year, values-aligned community for family offices and investors. From aviation media to risk, legacy, and global FO convenings, the focus is peer-to-peer connection with intentional cu…
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Why a Looming Potential Crash Should not Prevent You From Considering the Stock Market as a Part of Your Portfolio
15:27
15:27
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"Hey Mike, I know I should be in the stock market, but I can’t get myself to go in since I think it’s going to crash. Is this normal? What else is there? Discover how to diversify your assets by strategy and timeframe so you can appropriate expectations. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.…
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Quint interviews Allie to talk about how she manages money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Investing on the Front Lines of the AI Arms Race | Nathan Benaich
53:48
53:48
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In Episode 448 of Hidden Forces, Demetri Kofinas speaks with Nathan Benaich, founder and general partner of Air Street Capital and the creator of the annual State of AI Report, an open-access compendium that tracks advances across AI research, industry, policy, and geopolitics. Nathan Benaich and Demetri spend the first hour of their conversation e…
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First-Generation Wealth Building and the Truth About Stablecoin Yields
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Learn how first-generation wealth builders create financial freedom and what stablecoins could mean for your savings. How do you build wealth when you’re the first in your family to be able to do so? And can stablecoins really out-earn your savings account? Host Elizabeth Ayoola and Sean Pyles explore generational wealth-building and the myths and …
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Psychic Medium Laura Lynne Jackson: 3 Signs From the Universe You Have Been Missing (The Answers Are Right in Front of You!)
1:22:06
1:22:06
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Do you believe the universe sends us signs? Have you ever noticed a pattern that felt meaningful? Today, Jay welcomes back psychic medium and bestselling author Laura Lynne Jackson for another heartfelt and eye-opening conversation about what it really means to live a guided life. Laura introduces the idea of a “team of light,” a loving energy made…
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MtoM #248: Veterinarian Is Able to Cut Back and Finance 101: Cash Balance Plans
28:16
28:16
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Today we are talking with a Veterinarian who has built enough wealth that he was able to cut back his days in clinic and can now spend more time with his family. He is especially enjoying coaching his kids soccer team. This two vet couple bought and built their own practice and have been highly successful all while living in California. After the i…
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Before ASX Stocks Crash: Investor Warning Signs
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57:55
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In this Talking Wealth podcast, Dale shares the warning signs investors need to know and understand, along with actions to take before the next ASX crash. In every stock market crash, there are subtle economic and psychological patterns that appear before markets tumble. Learn how investor behaviour, market signals, and disciplined planning can pro…
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