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MY Wealth Planners Podcasts

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The Science of Wealth

MY Wealth Planners

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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Wealth Redefined®

Michael Reynolds, CFP®

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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Retired-ish

Cameron Valadez

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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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Financial Autonomy

Guidance Financial Services

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Plenty of books, podcasts and blogs focus on building wealth – and that's great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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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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SugarMamma’s Fireplay

Canna Campbell SugarMammaTV

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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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NoBS Wealth

Stoy Hall, CFP®

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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 Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He's also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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Highly Sensitive Money gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values. Join me, Diana Gisel Yañez, CERTIFIED FINANCIAL PLANNER™, as I coach HSPs, interview experts, and share my own journey discovering the gifts of my sensitivity and how it relates to money. Each season is released as it’s ready in weekly batches.
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Accounting Insider is a podcast for masters of their own destiny to learn how to build wealth - from an expert who has done it for himself, and his clients. Kym Nitschke is a different kind of accountant - yes, he's a chartered accountant and financial planner, but he's also a property developer, licensed builder and investor. The Accounting Insider podcast not only reveals Kym's insights into business and wealth growth, but also puts a spotlight on his clients and other successful entrepren ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Work House Blues

Work House Blues

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Work House Blues is my personal financial journey. At 40 years old, I have been very fiscally irresponsible. I have massive amounts of debt and no savings to speak of. Join me as I figure out the world of investing and work to grow my wealth. Please note, nothing in this pod cast is investing advice. I am not a financial advisor. This is merely my personal journey and my personal opinions. If you are interested in investing yourself, please consult a financial planner.
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The 80 Percent

Fitz Villafuerte

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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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The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at [email protected] with any ...
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Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company's financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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Teach Me Money

Alissa Herman

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Money can often feel like a mysterious, taboo subject that we're reluctant to discuss with our friends and family. It's often seen as rude or unsavoury to talk about finances openly, but I'm here to change that narrative. Money doesn't have to be complicated, though it's not necessarily easy either. It all comes down to making those small, consistent steps that can shape your financial future. With over 20 years in finance, five years as a mortgage broker, and running my own finance and mort ...
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Welcome to The Zen Desk Podcast. This podcast is for the woman who is done with the hot mess energy and stepping into a life and business that’s built on freedom, joy and the kind of wealth you can actually feel. I’m Laura, former corporate lawyer turned online entrepreneur, podcasting from the lush mountain tops of Greece. Here, we talk all things sustainable habits, mindset and proven online business strategies so you can work less, sell more and enjoy an incredibly full life while doing i ...
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Grantvanzyl.com

Grantvanzyl.com

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Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
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Solomon Success » Podcast

Jason Hartman

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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one's business and life. To our advantage, we can find King Solomon's financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the "get-rich-quick" schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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On this episode, we explore the unique intersection of financial planning and personal growth, discussing the importance of thinking on our thinking, the paradigm shift from accumulating to decumulating assets, and the role of community in achieving financial confidence. Roger shares insights from his Rock Retirement Club, emphasizing the value of …
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Most women become widows at just 60 years old—right when they're finalizing retirement plans and making critical Social Security decisions. And here's what nobody tells you: after the death of your spouse, your brain literally doesn't work the same way while you're grieving, yet people around you are pushing you to make life-altering financial deci…
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In this special SugarMamma’s Fireplay episode — proudly supported by moomoo — I share my personal financial game plan to outsmart AI and build lasting financial independence. Everywhere we look, headlines warn that artificial intelligence is replacing jobs and reshaping industries. But what if, instead of fearing AI, we used it to our advantage — t…
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In this episode, Jared shares a critical mindset shift that separates struggling gigging musicians from those who earn full-time incomes from their music. He breaks down why doing more isn’t always the solution — and how a shift in strategy, positioning, and pricing can unlock high-end performance opportunities without burning out. Whether you’re t…
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In this episode, Jared reflects from the top of his favorite mountain in Scottsdale and shares a powerful message for musicians who want to break free from the starving artist mindset. He opens up about his journey from $250 gigs to consistently booking $2,500 high-end performances—and the mindset and skills that made it possible. If you're tired o…
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Are you stuck in credit card debt and can’t seem to break free — no matter how many times you try? You’re not alone. In this Start Here episode of SugarMamma’s Fireplay, I answer a heartfelt question from Diana, who has $28,000 of credit card debt on a single card and desperately wants to turn her financial life around. Together, we unpack: ✅ Why t…
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Your investments may grow a bit each year, but have you wondered about how some people grow major wealth? Instead of growing 10%, how can they be 10 times larger? Many ordinary people build up millions of dollars, without having a high income or inheritance. How does that happen? It's because real wealth doesn't grow linearly. It grows exponentiall…
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Inside EQAT with Lina Blount: People-Powered Tactics, Quaker Witness, and Climate Finance My guest Lina Blount has us explore how people-powered movements change what’s politically possible—especially when traditional advocacy hits a wall. I introduce the show’s focus on the emotional, ethical, and practical sides of money, and Lina shares how a 20…
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Q4 exposes the truth. Some of you are sprinting. Some of you are stuck in chaos. Either way, the calendar isn’t a magic wand—and the holidays won’t save sloppy execution. We go straight at that. Matt Halloran joins me to break down why year-end pressure is mostly a head game and how to turn the next 90 days into an authority sprint that actually co…
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Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com The mail’s here! Today, Lee answers listener questions about life, money, and retirement planning. Each scenario highlights the unique challenges people face as they approach or live through retirement, and the importance of makin…
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This week on the Wealth Builder podcast Nick talks to Guidance team member Brenden Butler about ways to build financial security in your thirties. We'd love to hear your feedback. Send us a message via the Guidance website. Need help? - Learn about our Wealth Builder program Subscribe to our weekly GainingCHOICE email General advice disclaimer…
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Welcome to Episode 237 of The 80 Percent. Have you noticed how giving gifts feels more expensive every year? In this episode, we’ll talk about gift-flation or why prices keep going up, and how we can stay generous without overspending. Episode sponsor: Learn to trade forex and the global markets. Visit bit.ly/learnforexph for details. For the show …
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Dr. Dan and Daniel discuss layoffs, human capital and signaling theory, work:life balance, and trading a salary for entrepreneurship. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
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There are few episodes where I tell you to rewind and listen again to something that a guest has says. This is one of those episodes. From the importance of using the patient's name to offering appointment options without directly asking if they want to schedule, this conversation with Tim is a great example of why words matter in all aspects of th…
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In today’s episode of SugarMamma’s Fireplay, I sit down with Lindsey — a wife, mother, and inspiring example of what’s possible when you combine courage, discipline, and vision. Back in 2008, Lindsey and her husband were both earning $55,000 a year. They dreamed of building a life together but didn’t want to be tied to a huge mortgage forever. So t…
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On today's live Q&A we discuss: 1:00 I made a bunch more money this year; how do I lower my tax bill? 28:07 Why should I do family planning before I do financial planning? If you'd like to join me on next week's Q&A show, join here: https://patreon.com/radicalpersonalfinance Enjoy! Joshua
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If you’ve ever looked at your super and thought, “Am I in the right investment option?” — this episode is for you. One listener recently asked me: “Hi Canna, I’ve just realised I’m in the Balanced option with my super, but I don’t think this is right for me or my age group. Should I switch to Growth or High Growth?” It’s such a common question — an…
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Genet “GG” Gimja on Progressive Pockets: Align Your Spending, Giving & Investing with Your Values In this episode, our guest Genet “GG” Gimja and I explore the gap between what we believe and what our money is quietly doing in the world. We dig into practical shifts and big questions alike: how banks leverage our deposits , the tools that make valu…
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If you’re still pretending 60/40 will solve everything, this episode is your wake-up call. I brought back the Queen of Alts, Shana Orczyk Sissel, to rip through the reality of alternatives: what works, what doesn’t, where the real yield is coming from, and the cost you actually pay for it—hint: liquidity, not magic. We get straight to it. No fluff.…
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It's one of the most common questions in retirement planning — when is the right time to move your super into the pension phase? In this episode, we unpack the pros, cons, and grey areas of converting superannuation to a pension. From tax implications and minimum drawdowns to defined benefit funds and surplus income, we explore when the default adv…
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Today, we have a Canadian guest who has literally done over 400 interviews with different personal finance experts over the years, many of which were specifically for Canadians. Today, I pick his brain on the common conclusions, best practices, and recurring advice he's heard after interviewing so many personal finance experts. My guest, Kyle Prevo…
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Dr. Dan and Daniel discuss current events and the impact on the marketplace: the October 2025 government shutdown, whether there's a bubble around AI-based companies, and then go on to discuss how investment management works at MY Wealth Planners. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To …
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Ever wonder where all your money's going in your practice? Sharon's here to share the "usual suspects" of practice (mis)management that's costing practice owners tens (sometimes hundreds) of thousands of dollars. We also highlight the importance of goal setting and creating a positive workplace culture to retain staff and drive practice growth. Las…
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Our firm is currently hard at work conducting our second semi-annual strategy meetings with clients, serving real people just like you, and doing important planning for their retirement for income, taxes, investing, estate planning, and making important decisions such as Medicare enrollment and Social Security claiming. Therefore, we're bringing yo…
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What happens when your body can no longer do the work you’ve built your career around? It’s a confronting thought, but one we all need to face. Whether it’s illness, injury, burnout, or simply age — the day may come when your body says “enough.” In this episode of SugarMamma’s Fireplay, I explore the financial and emotional reality of what happens …
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In this episode, Jared sits down with Jack McCarthy from Indie X and Indipreneur to explore how gigging musicians—especially those playing corporate events and weddings—can tap into e-commerce strategies traditionally reserved for artists with large fanbases. They discuss the power of owning your audience data, creative ways to introduce merch even…
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Welcome to Episode 236 of The 80 Percent. What do you do during your free time? It’s essential to be mindful of how you use your personal time, as it holds the key to your financial growth. Episode sponsor: Learn to trade forex and the global markets. Visit bit.ly/learnforexph for details. For the show notes, visit my blog post here. Hosted on Acas…
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One of the biggest fears for new investors is simple: what happens when the market crashes? In this Start Here episode of SugarMamma’s Fireplay, I answer Katrina’s question: “As we will one day have another GFC-style slump, how long will it take my high-growth ETF portfolio to recover?” Together, we explore what 150 years of market history teaches …
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Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com Think having two financial advisors gives you an edge? Think again. It might sound smart, but splitting your investments often leads to mixed messages, conflicting strategies, and costly mistakes. Today, Lee exposes the hidden dan…
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Supporting Activists with Secret Trust Funds with Morgan Curtis Listen in to hear Morgan Curtis’ story from climate activism, to fossil fuel divestment, to working with her people - inheritors with class privilege. We explore motivation: how guilt can open the door but love sustains transformation. We get practical about the gift economy at Canticl…
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Money feels heavy right now. Prices are loud, headlines are louder, and everyone’s telling you to either hoard cash or gamble big. I’m not interested in either. I brought back Dr. Preston Cherry, CFP to cut through the noise and help you build financial harmony you can actually live with. We start by telling the truth: money isn’t just a tool. It’s…
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Scroll through TikTok (or YouTube and similar platforms) for five minutes, and you'll find no shortage of confident voices promising to unlock the secrets of wealth building. Some claim you can retire by 30 with one simple trick. Others insist traditional financial advice is a scam designed to keep you poor. Let's examine some of the most popular a…
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Dr. Adam Bryan shares his journey of transitioning his optometry practice through a private equity sale. He discusses the evolving landscape of optometry ownership, the challenges and opportunities presented by private equity, and the importance of maintaining practice culture during the transition. Dr. Bryan reflects on the decision-making process…
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Email marketing is one of the most powerful sales tools for online business owners. And if you’ve been around the block of online business for a minute, you will have heard either me or one of your favourite sales coaches talk about how you cannot build your business only on social media. You need to know how to get your people off the socials and …
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Hope Housing is not a government scheme — it’s a private initiative using shared equity to reduce entry barriers. It allows eligible buyers to get into the market sooner. Eligibility goes beyond first-time buyers The program shares in the future growth of the property, so it’s important to weigh up both benefits and trade-offs. Preparation is key: …
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In this deeply moving episode of Start Here, I answer a heartfelt question from Vicki. A woman in her mid-50s who found herself carrying unexpected debt after a marriage breakdown. Despite earning a good income and having a solid super balance, she feels overwhelmed, stuck, and exhausted, battling 17.5% interest debt with no clear way forward. This…
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How to stretch your Christmas budget, shop mindfully, and turn every saving into financial progress! With Christmas just around the corner and the cost of living still rising, most of us are looking for practical ways to stretch our money further, without sacrificing the joy of the festive season. In this special episode, proudly supported by Amazo…
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River Nice on Queer Finance, Mutual Aid, and Collective Transformation In this episode, our guest River Nice and I explore what it means to take control of money while resisting the individualism that capitalism promotes. River shares how their journey began in the tech world, shifted after the 2016 U.S. election, and led to their decision to dedic…
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Divorce is not just a life event. It is a wealth event. In this episode, I sit down with Certified Divorce Financial Analyst Jamie Lima to rip the cover off the myths that quietly drain people’s futures. We get practical, we get specific, and we stay honest about what it takes to walk away with your sanity and a plan. We tackle the loud myths first…
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