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Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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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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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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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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2 Guys. 0 Plans. Urban and Yvgenii get together and discuss life, the universe, and everything in between. Sometimes it's about pens, but you never really know what you are going to get. Parents be warned, Yvgenii quit censoring things a while back so there may be a bad word or two that sneaks through.
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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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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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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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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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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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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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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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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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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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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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An event planner podcast. Helping you have the most impact in your corporate events career.
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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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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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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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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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You are cordially invited to It’s My Party! Join comedian Catherine Bohart as she takes on the role of perfect party planner in this brand new podcast. Each week, Catherine sits down with a celebrity guest to plan their dream do. Everything from the venue and guestlist to the food drink, decor and dresscode. Will they choose the O2 or the Dog and Duck? Finger food or a full sit-down dinner? Pints or pina coladas? Conga or karaoke? Find out as Catherine probes their preferences and picks apar ...
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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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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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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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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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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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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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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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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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Introducing "The Planner Podcast," the official audio companion to The Planner magazine, the Royal Town Planning Institute's premier publication. Each episode delves into the latest developments in town and country planning, featuring in-depth discussions, expert interviews, and insightful case studies. Whether you're a seasoned professional or simply passionate about the future of our communities, "The Planner Podcast" keeps you informed and engaged with the evolving landscape of planning ...
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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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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-offi ...
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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 Tampa, Florida with a combination of real estate financial planning and modeling with numbers specific to Tampa plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tampa).
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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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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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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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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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Learn all about investing in real estate in Brownsville, Texas with a combination of real estate financial planning and modeling with numbers specific to Brownsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Brownsville).
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Learn all about investing in real estate in Roseville, California with a combination of real estate financial planning and modeling with numbers specific to Roseville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roseville).
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Learn all about investing in real estate in Centennial, Colorado with a combination of real estate financial planning and modeling with numbers specific to Centennial plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Centennial).
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Learn all about investing in real estate in Cheyenne, Wyoming with a combination of real estate financial planning and modeling with numbers specific to Cheyenne plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Cheyenne).
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Learn all about investing in real estate in Mobile, Alabama with a combination of real estate financial planning and modeling with numbers specific to Mobile plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Mobile).
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Learn all about investing in real estate in Riverside, California with a combination of real estate financial planning and modeling with numbers specific to Riverside plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Riverside).
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Learn all about investing in real estate in Roanoke, Virginia with a combination of real estate financial planning and modeling with numbers specific to Roanoke plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roanoke).
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Learn all about investing in real estate in Lewisville, Texas with a combination of real estate financial planning and modeling with numbers specific to Lewisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lewisville).
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Learn all about investing in real estate in Evansville, Indiana with a combination of real estate financial planning and modeling with numbers specific to Evansville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Evansville).
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Storytime with Pete: How to break bad money habits
5:26
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Why is it so easy to blow $30 on takeout but so hard to cancel that Amazon auto-ship of things you didn’t even know you were buying? In this episode of Storytime with Pete, we unpack the psychology behind our worst financial habits—like dining out, impulse shopping, and spending to soothe our emotions. Pete breaks down the science of habit loops, e…
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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan
21:35
21:35
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Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in…
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TikTok’s Surprising Wealth Demographic with Ian Dempsey
41:56
41:56
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In this episode of That NextGen Planners Podcast we talk to Ian Dempsey. Here we discuss; harnessing social media, building trust with clients online and the power of personal branding. Join our community: www.nextgenplanners.co.uk
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Beyond the Hashtag: Social Media Ethics for Wedding Day Assistants
26:49
26:49
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26:49
In this eye-opening episode, Hailey Beard of Hailey Beard Events joins host and CWP COO, Krisy Thomas, for a powerful conversation about the often-overlooked ethics of being a wedding day assistant. Hailey brings a unique perspective as both a Certified Wedding Planner and someone who has assisted more than 15 planning companies throughout her care…
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Coffee Chat - FAM Trip Etiquette 101: Hospitality Starts with You
43:59
43:59
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Let us know what you think! What do you want to hear about? Ever wonder what really happens on those whirlwind FAM trips planners rave (and rant) about? Let’s just say...someone once brought a plus-one to a site tour. Another showed up in a bikini. To a press conference. 😳 In this Coffee Chat episode, Eming and Sara unpack the unspoken etiquette of…
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Walking Through the Door: Real Talk on Allyship, Mentorship and Sponsorship
54:06
54:06
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54:06
Send us a text What does it truly mean to be an ally—not just in title, but in everyday action? In this special episode of What One Thing?, we celebrate the inaugural Smart Allies cohort with candid conversations about leadership, mentorship, and advocacy. Leonard Hoops (President & CEO, Visit Indy), David Stevens (Co-founder, Olympian Meeting), an…
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Join us for a sneak peek of Tucker Bryant's keynote, "The Poet’s Keys: A Guide to Unlocking Innovation in Health Care Strategy," where he reveals how poetic tools can enhance creativity, collaboration, and competitive advantage in the health care industry. Discover how embracing these strategies can help health care professionals navigate an ever-e…
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From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)
48:12
48:12
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In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to support the future of financial planning. Discover how SJP’s 2030 vision is being built around: Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs …
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How to Retire Often w/ Jillian Johnsrud
1:00:12
1:00:12
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Learn from mini-retirement expert, Jillian Johnsrud! Website: https://retireoften.com/ Book Purchasing Link: https://lnk.to/retireoften Free Opt-In Worksheets Planning: https://retireoften.com/mini/ Negotiating: https://retireoften.com/onemonth/ This content is solely intended to provide general education. Please do not interpret any content as per…
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Scenarios for the Republican Student Loan Bill
26:44
26:44
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The Republican student loan bill is gaining steam and could seriously impact your repayment strategy. Let me break it down for you: undergrads might actually see some benefits here, but if you've got grad school debt? You might want to sit down for this one. Current borrowers won't get hit as hard as future ones, but painful changes could be on the…
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The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams
1:05:57
1:05:57
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In this episode, we dive deep into some of the most thought-provoking ideas from two of the most original minds in investing: Ben Hunt and Grant Williams. Through a curated selection of powerful clips, we explore how markets have transformed from mechanisms of capital allocation to platforms of narrative and speculation. Ben and Grant challenge con…
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This week, Meg and Myra discuss life updates, Cowboy Carter tour is HERE, Katy Perry, Meg Thee Stallion, 1 Gorilla v 100 Men, Sinners movie, and current feelings about planning. Shop Plum Paper for 25% off SITE WIDE ! Use code WINE10 for an extra 10% off. SHOP HERE! Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content…
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Policy Chaos, Human Flaws, and Your Portfolio: The Case for Active Management - Matt Gelfand, PhD [Global Investment Strategist]
32:54
32:54
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In this episode host Belle Osvath, CFP® interviews Matt Gelfand, PhD, CFA, CFP®, Managing Director and Global Strategist at Princeton Global. Matt brings deep insight into the age-old debate of active vs. passive investing. Matt shares how his academic background in economics initially led him to embrace the efficient market hypothesis, but his dec…
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How do you plan projects? 🤔 📙 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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Starting in the Mother Mutual World and Determining Personal and Professional Limits with Greg Young
46:16
46:16
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I’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working with military, government employees, and educators through financial planning, investment management, and tax planning and preparation. In our wide-ran…
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ESG/SRI investing, bitcoin and blockchain, and whether AI will replace financial planners
41:39
41:39
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Dr. Dan & Daniel discuss ESG/SRI investing, bitcoin and blockchain, and whether AI will replace financial planners. 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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Navigating Ireland’s Biggest Planning Reform: What You Need to Know
45:21
45:21
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Ireland’s planning system is undergoing a major transformation, but with a 906-page Planning and Development Act 2024, navigating these changes can feel overwhelming. This episode breaks down the complexities and explores what the future holds for planning in Ireland. We examine the most significant updates, including streamlined development manage…
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After 5 years and 60 episodes it's time for Season 2! Nothing really changes, but the guys got a new logo and caught up on what happened over the winter. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a site wide coupon. Thank you to Pen C…
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