Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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Planner Podcasts
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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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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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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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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Wedding Planner Pro Files: Industry Expert Insights
Laurie Hartwell & Krisy Thomas - CWP Society
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CWP Society is proud to produce the "Wedding Planner Pro Files: Industry Expert Insights" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Me ...
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Helping you make your money last as long as you do.
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For professional planners in Ireland working in government, private practice and others who want to be kept informed on changes in planning thought, law and practice.
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An event planner podcast. Helping you have the most impact in your corporate events career.
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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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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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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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
3150
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
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"The Event Pro Show" is your ultimate guide to the world of corporate events, hosted by Seth Macchi, CEO of LEMG (Live Events Media Group). Whether you're a seasoned corporate event planner, certified meeting planner, experiential marketing pro, event services business owner, AV technician, or anyone involved in creating exceptional events, this podcast is your go-to resource for valuable insights, expert tips, and inspiring stories from the industry's leading professionals.
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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall on why your money needs to work harder, for longer.
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Learn all about investing in real estate in Seattle, Washington with a combination of real estate financial planning and modeling with numbers specific to Seattle plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Seattle).
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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The single biggest purchaser of goods and services in the world is the US government. Learn the step by step process of winning government contracts from former procurement officer Lt Col (ret) Richard C. Howard. We cover: sam.gov, Other Transaction Authority (OTA), GSA, government contracting leads, small business, subcontracts, GWACS, sole source contracts, federal certifications including: 8(a), SDVOSB The GovClose Training Program: https://www.govclose.com/sales-certification Get the Gov ...
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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A Wedding Business Podcast - Tips and tricks to, grow and sustain a amazingly successful wedding business in a way that's is fun and gives you tons of freedom.
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Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting planners, speakers and industry experts about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
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The Numbers Game — It’s finance, investment and business but not as you know it. Each week Jason Robinson (CPA Accountant), Nick Reilly (Planner) and Marty Vidakovic (Finance) come together to bring you strategy and advice around the importance of knowing your numbers in life and business. Numbers really do tell a story so let us help you make it a good one.
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Learn all about investing in real estate in Fort Worth, Texas with a combination of real estate financial planning and modeling with numbers specific to Fort Worth plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Fort Worth).
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Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Lovewell Blake
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Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead ...
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Are money worries keeping you up at night? You’re not alone. Join Matt, a finance expert with over 20 years of experience, and Nate, a self-employed financial planner with 15 years in the industry, as they help you take control of your financial future. From financial literacy basics to practical tips for building wealth and avoiding common pitfalls, Matt and Nate bring clarity, empowerment, and a healthy perspective to your personal finances. Whether you're looking to reduce stress, improve ...
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Insightful Edge is the podcast that cuts through financial jargon to deliver clear, honest conversations about money, life, and the choices that shape them. Hosted by lifestyle financial planner Geoff Dyckes, each episode explores real-life stories, practical insights, and empowering ideas to help you live with intention, take control of what you can, and build a life that feels truly yours—no products, no sales, just clarity.
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Learn all about investing in real estate in Milwaukee, Wisconsin with a combination of real estate financial planning and modeling with numbers specific to Milwaukee plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Milwaukee).
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A podcast by Sara McCormick, the astrologer behind Bella deLuna Astrology and the Soul Care Planner, to help listeners develop a deeper relationship to self-care, their intuition, and ultimately help them find their own path.
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From GenZ Digital Dreamers to Millennial Masters and Boomer Bosses, we all have something to learn and teach each other. Smart Meetings editors Eming Piansay and Sara Robertson lead critical conversations to facilitate elevating experiences. From engagement to entrepreneurship and empathy, this series is dedicated to the continuing education of event professionals looking to get a leg up on the latest trends, along with two hospitality writers on the journey themselves. Join Community Experi ...
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A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
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Whether you’re captivated by folklore, paranormal, sorcery, the Hidden People, haunted things, people or locations in Iceland you’ve come to the right place! Here you will venture into the dark side of Iceland. Will you dare to follow us into this unexplainable realm? Host: Ann Peters (Iceland Wedding Planner) is utterly obsessed with all of these things. Each week you'll be introduced to different dark sides of Iceland with a dose listener retells.
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Learn all about investing in real estate in Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
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Eight tracks, a book and a luxury: what would you take to a desert island? Guests share the soundtrack of their lives.
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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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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Prayers Planner Podcast is for your motivation, inspiration and encouragement to combat daily spiritual warfare and use your spiritual gifts to advance the Kingdom of God!
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Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
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New Podcast Series hosted by Scott Shepard, and focused on the intersection of AI, Urbanism, Mobility & Decarbonization. An award-winning urban planner, entrepreneur, author, educator, speaker & thought leader, Scott Shepard has his finger on the pulse of everything related to #CitiesFirst, an interdisciplinary term he coined.
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Learn all about investing in real estate in Metairie, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Metairie plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Metairie).
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Learn all about investing in real estate in Jacksonville, Florida with a combination of real estate financial planning and modeling with numbers specific to Jacksonville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Jacksonville).
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Learn all about investing in real estate in Montgomery, Alabama with a combination of real estate financial planning and modeling with numbers specific to Montgomery plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Montgomery).
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The Power of Partnership: When Venue Coordinators and Planners Collaborate
31:05
31:05
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Krisy Thomas, COO of the CWP Society, sits down with Master Certified Planner and Certified Educator Nikki Rodgers, who brings 22 years of experience on both sides of the aisle, for an eye-opening episode that tackles one of the wedding industry’s most common confusions: the difference between venue coordinators and wedding planners. When couples h…
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How do you know when it's time to ditch your planner and find a new one? 🤔 Let's explore! 📙 We want to hear from you! Send us an email at [email protected] Send us a message at https://instagram.com/plannerpalspodcast 📙 Want to find us elsewhere? Jess: https://youtube.com/JashiiCorrin Mark: https://www.youtube.com/@markyourpages…
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How Much Do Big Ticket Items Cost When You’re Doing Forgiveness?
8:33
8:33
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Ever stop and think about how much that new car, kitchen remodel, or shiny toy really costs you — not just in dollars, but in hours, days, or even months of your life? We’re digging into what big-ticket spending looks like when you’re on an income-driven repayment plan that’s already taking 10–15% of your paycheck. We’ll show you how to reframe tho…
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What is really at the heart of Ireland’s housing crisis? Dr Lorcan Sirr joins the Planners Podcast to challenge myths, question quick fixes, and explain why planning is more than just regulations, it’s about building quality communities that work for everyone. From the pitfalls of modular homes to the realities of apartment living, Lorcan pulls no …
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Retirement Planners of America's Senior Retirement Planner Ken Moraif reviews the economy and market events for August 15, 2025. Learn more or sign up for RPOA's weekly Market Alerts at https://RetirementPlannersofAmerica.com. Invest and Protect Episode: https://youtu.be/gdBNBICvKww Economic indicators and stock market performance cannot be predic…
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Does downsizing your house always make sense?
1:07:28
1:07:28
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Downsizing sounds like a simple way to save money—sell the big house, pocket the cash, live leaner. But real life isn’t that tidy. In this week’s episode, Pete, Damian, and Kristen unpack the hidden math, emotional pull, and lifestyle trade-offs behind the “should we move?” question. From rising taxes and leaky roofs to property tax freezes and pri…
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Ep #242: Transitioning Out of Corporate America to Financial Planning with Dustin Cidorowich
23:28
23:28
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Dustin Cidorowich is an Associate Financial Planner at R.W. Rogé & Company and he joins the show today to share his journey from corporate America to an entry-level financial planner position. If you're interested in making a career change into financial planning, understanding the realities of entry-level roles, or learning how to grow and thrive …
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This week, Meg and Myra discuss life updates, Lisa Frank a thief?, Claire's file for bankrupcy, Labubus, Big Brother, Hobonichi Fall preview and an other Planner business closes their doors. Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content and get a taste of the Patreon crew! Check out our NEW MERCH HERE! Check…
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Tax Changes in the One Big Beautiful Bill Act: What’s Known and What’s Not - David Peters [CFP & CPA]
18:36
18:36
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In this episode of the Smarter Planner podcast, host Belle Osvath speaks with David Peters, CFP®, CPA, founder of David Peters Financial Group and Peters Tax Preparation & Consulting, about the sweeping changes in the One Big Beautiful Bill Act and their impact on financial planners and clients. With four master’s degrees, a national teaching role,…
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So, you want to be a self-employed IFA? Watch this first!
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41:15
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If you’re a newly Level 4 Diploma qualified financial adviser with or without CAS status, an experienced financial planner wanting to run your own practice, or a mortgage broker looking to expand into financial planning, this episode of the Financial Planner Life podcast is a must-listen. This week, host Sam Oakes speaks with Mark Hobbs, founder of…
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How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer
54:43
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In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride out dead money periods to why the lack of a catalyst might be a feature, not a bug—this episode is …
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Football Finance Explained by Accountants: How Clubs Spend Big
31:46
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Dom Smith returns to the podcast to talk about one of his passions – football finance. What are the different rules? How can some clubs appear to fall foul whereas others spend regularly, and what does it mean for your club? Dom and James dig into recent high-profile cases and compare the rules to everyday businesses. #Football #FootballFinance #Sp…
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Micro-Influencers vs. Brand Podcasts: Humanizing Health Brands and Build Authentic Partnerships—The Pelvis Party Approach
As health marketing evolves, micro-influencers are emerging as powerful allies in building trust and authenticity, especially around sensitive topics. In this episode, we explore how “The Pelvis Party” campaign used micro-influencers to humanize health messaging, foster deeper engagement, and create meaningful partnerships that go beyond traditiona…
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Navigating the Financial Advisor Title Trap: Why Fee-For-Service Planners Are the True Superheroes
22:06
22:06
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Are you ever confused by all the different titles that financial planners and advisors use? What types of advice and services do they offer? Which one offers what you are looking for? When you have real worries or questions about your money, “who you gonna call?” Who is the super-hero of advice? In my podcast episode you’ll learn: When you want rea…
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Invisible, Intentional, Essential: AV + AI in Events
53:39
53:39
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Let us know what you think! What do you want to hear about? AV isn’t just cables and microphones—it’s the heartbeat of your event. And AI? It’s your next secret weapon. In this episode of Smart Start Radio, hosts Eming Piansay and Sara Robertson sit down with Amanda Armstrong (Encore) and Anca Trifan (Trifan Events) to explore how AV and AI transfo…
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Stop Shrinking: The Power of Owning Your Spark
25:08
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Send us a text Smart Meetings vice president and content director JT Long sits down with powerhouse emcee and event strategist Devon Montgomery Pasha for an unforgettable conversation about authenticity, impact and the bold moment she stopped shrinking and chose to take up space. JT shares some exciting news: Devon will join What One Thing? as a fu…
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Dr. Dan & Emily discuss Dan's experience after ten years of being a financial planner, what MY Wealth Planners is doing now, and what to expect over the next ten years. Link to the prior episode talking about the founding of MY Wealth Planners: https://open.spotify.com/episode/47tcXJdx5Ucwf1AcDOGPOn?si=c0c905b5e4654aa2 To learn more about financial…
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