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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Professional Planner Podcasts
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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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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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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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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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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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Create professional wedding timelines with ease.
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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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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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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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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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A financial planner, professional investor, and entrepreneur walk into a podcast to talk about all things MONEY. Join us for weekly discussions covering investing strategies, personal finance tips, and ways to increase your income and build wealth. We answer your most pressing questions about money and investing! Go to wetalkmoney.com to submit your questions.
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The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots
Scott Osborn
061
Welcome to The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots, where we navigate the skies of financial success with your host, Scott Osborn, The Pilot's Planner. Each episode, we soar through the challenges and opportunities unique to pilots, from debunking myths to mastering best practices in financial planning and investing. As demand for pilots reaches new heights, so too does the complexity of their financial landscapes. With Scott's expertise w ...
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Marketing Strategy for Wedding Professionals & Businesses: The Evolve Your Wedding Business Podcast
Heidi Thompson
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Want to grow your wedding business to 6 figures and beyond without burning out? The Evolve Your Wedding Business Podcast is here to help. Hosted by best-selling author and wedding business strategist Heidi Thompson, this podcast is packed with actionable tips and strategies tailored to wedding professionals like you. Whether you’re a planner, photographer, officiant, or florist, you’ll discover how to attract your dream clients, book more weddings, and build a thriving business—without worki ...
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Let's ditch the wedding planning "must-dos", stress, & pressure, so you can plan the wedding of YOUR dreams... on budget! Jamie Wolfer is an experienced wedding planner and host of a very popular YouTube channel with wedding advice. She's got love for all couples on all budgets and empowers each couple to plan their wedding around what matters most to them personally. No one size fits all weddings here. In this podcast, Jamie answers real questions from engaged couples in her community. Occa ...
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Welcome to ’Saving With Silverman,’ the ultimate guide to building your wealth and securing your financial future. Hosted by Mark Silverman, a Certified Financial Planner™ in Tucson, AZ, this podcast demystifies the complex world of investing and financial planning. Whether you’re an investing novice or looking to refine your financial strategy, join us for insightful discussions, advice, and actionable tips to navigate the financial landscape with confidence. Tune in to ’Saving With Silverm ...
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Welcome to the Her Money Revolution! Join your host, Angela Brooks, as she takes you on a journey to becoming a wealthy woman. As a CERTIFIED FINANCIAL PLANNER™, Angela is on a mission to help women generate more wealth by making their money work for them. On Her Money Revolution, we will navigate powerful financial planning strategies to help you achieve your personal and professional goals. This podcast is your go-to destination for no fluff, easy-to-implement financial and investing advic ...
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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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It's happening! Smartly entertaining wedding pros Joseph Esser (professional wedding photographer) and Tessa Gomes (Hawaii-based wedding planner and coordinator), have joined forces to bring you Unveiling Paradise - your "go-to" destination wedding podcast. Planning a wedding is hard, but planning a destination wedding is even harder! Through real-life stories, interviews with industry experts and insider advice, tips and tricks, Joseph and Tessa will guide you through your wedding planning ...
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Tim Merriman talks story with heritage interpretation professionals from all over the world. In his 50+ year career as a heritage interpreter, Tim has been a park ranger, nature center director, and national recreation area research manager. From 1995 to 2012, he was Executive Director of National Association for Interpretation, the professional organization for guides and interpreters in the United States. He has been a motivational speaker, trainer, and planner in 26 countries and all 50 s ...
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A podcast helping professional women to rediscover their true selves. Weekly interviews with women sharing the highs and lows of their life's journey and how it has shaped who they are today. These stories will inspire you to explore your journey and help you rediscover what lights you up, so you can create a fulfilling life that you love.Paula Burns is an award winning wedding planner and creative business mentor. The core of what she offers, is rooted in creativity; something that develope ...
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Real Money, Real Life™ with Linda Grizely Money isn't just math -it's mindset, memories, and sometimes, a little mayhem. Hosted by financial educator, motivational speaker, and MeMoney™ guide to financial clarity, Linda Grizely (also your no-fluff, dry-humor money bestie), this podcast cuts through the noise to talk about money and the messy, human stuff that comes with it. Each week, we'll tackle real-life financial topics - from budgeting and debt to values-based planning and emotional spe ...
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If you are separating or divorcing, this podcast is for you. Our host, Tamsin Caine is a Chartered Financial Planner and divorce specialist. Across the series, we speak to divorce professionals, divorcees, coaches, domestic abuse specialists, victim survivors and many others who we think would be of interest to you if you are thinking about separating, have separated, are going through divorce or are post divorce. There is also lots of information if you are supporting a friend through divor ...
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From locking in tech vendors to booking high-impact speakers to ensuring the cocktail hour goes off without a hitch, planning meetings or events can be a daunting task, and the likelihood of something going sideways is inevitable. No matter your experience level or the number of events you've planned. Brought to you by eSpeakers, No More Bad Events is the professional event planner's best resource for navigating this tenuous universe towards event perfection every time. Hosted by Scott Bloom ...
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Are you feeling tyrannized by your to do list? Are you looking for tips to increase your productivity for better time management? Are you wondering where to begin with a planner or a bullet journal? Do you wonder if it’s at all possible to achieve work-life balance? You’ve come to the right place! “Your Priority Centered Life” will feature useful information you can implement right away and guest interviews that will inspire you to move toward your goals. Host Dr. Alise Murray is a psycholog ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Capital projects waste billions annually on predictable delays, but there's a proven way to deliver ahead of schedule and under budget. Join Albert Brier, Director, Project Controls and Nate Habermeyer, Director, Marketing at Dokainish & Company, as they discuss how current events and trends are reshaping project controls and mega-projects across industries. This podcast is designed for project managers, project controls professionals, IT leaders, and executives. Our listeners grapple with h ...
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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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A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
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Work-life balance isn’t a myth—it’s a mission. At The Double Win Podcast we believe that ambitious, high-growth individuals can experience personal and professional fulfillment simultaneously. Hosted by the creators of the Full Focus Planner, Michael Hyatt and Megan Hyatt Miller, The Double Win Podcast is your go-to resource for unlocking secrets to productivity, wellness, and work-life balance. The Double Win Podcast features insightful weekly conversations with thought leaders, executives, ...
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Real Money, Real Experts is a personal finance podcast written and produced by AFCPE®. With an audience of financial professionals, we strive to educate and entertain with a combination of expert tips, engaging interviews, and real-life storytelling. AFCPE® ensures the highest integrity of the financial counseling profession by certifying, connecting, and supporting diverse professionals. Our comprehensive program, the AFC® (Accredited Financial Counselor®), represent the gold standard of fi ...
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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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The Glam Reaper podcast is about telling human stories of life, love and loss through the lens of the funeral world. Without death we never lived. The existence of grief proves love also existed and through life and love we experience loss. We want to tell YOUR story. Reach out to us: www.theglamreaperpodcast.com
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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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We're here to help YOU learn how to grow, protect and use your money! We seek to empower You with the knowledge to apply specific financial strategies towards your ideal life, in connection with your deeply held values and goals. As professional financial planners with more than 10 years of experience, we embrace nuance and are willing to approach finance in unconventional ways. We strive to put thoughtfulness and intention behind every dollar we use and search for that perfect balance betwe ...
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Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. On this podcast we aim to bring together peers and industry experts to share real career stories from real people. Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including: Getting into Financial Services; where to start? Changing careers and transferrable skills. Routes to Level 4 Qualifi ...
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Drawing from over two decades of experience and over 5,000 successful events attended by millions, join Nick, the host of "The Professional Partier" podcast, as he shares invaluable insights tailored for event planners, hospitality professionals, marketers, and discerning industry pros eager to elevate their craft.
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Welcome to The Well-Designed Wedding with Beth Helmstetter, the podcast where we explore the art of creating weddings that are as meaningful as they are beautiful. Planning a wedding is one of the most exciting yet overwhelming experiences a couple can go through. Let this podcast act as your ultimate guide to navigating the process with ease, sophistication, and confidence that you are planning a wedding you’ll truly love, while elevating the experience for everyone involved. Hosted by glob ...
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Join Travis Maus, Chief Executive Officer and Senior Wealth Manager, on this award-winning podcast as he shares his professional knowledge and experience gained from building S.E.E.D. Planning Group LLC, a fee-only Wealth Management firm. Learn from people who make being a fiduciary their business, to get more from your money and life.
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The Event Standard is a video podcast and community dedicated to highlighting the professionals shaping the meetings and events industry. Designed for destination management companies, corporate planners, venue operators, hotel sales teams, and event suppliers, the show features short and candid conversations with leaders and innovators who are elevating the standard of live experiences. Each episode offers valuable insights, professional journeys, and practical strategies from across the in ...
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Tom Ravlic FIPA has looked at complex issues in business, finance and politics for a range of publications over two decades. Critical Line Item takes you to the heart of the issues that matter in business and politics with guests who are experts in their field. His book on the Banking Royal Commission, Vulture City – how our bankers got rich on swindles, was released in October 2019 was positively received by prominent journalists, commentators and academics. His subsequent titles, Rorts & R ...
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The Organized LDS Mom | Daily Rhythms, Family Connection, Home Organization, Meal Planning, Time Management
Tiffany Colon
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***** TOP 10% GLOBAL PODCAST ***** Does your daily routine feel more like chaos on repeat than a Christ-centered rhythm? Do you long for a peaceful home, but get stuck somewhere between carpool, callings, and clutter? Are you craving more meaningful connection with your kids—but the laundry pile and to-do list keep getting in the way? Welcome to The Organized LDS Mom—a podcast created for busy Latter-day Saint moms who want more than just a tidy house or a packed planner. You want eternal co ...
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PSLF Employer Bans + New Regulations Coming Out
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Public Service Loan Forgiveness could look very different if the new proposed rules move forward. The Trump administration is exploring ways to strip PSLF eligibility from employees of organizations the administration doesn't like. That could mean hospitals, nonprofits, or legal aid groups suddenly losing access to forgiveness — with no way for emp…
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The Real Journey from Financial Advisor to Holistic Planner - EP. 192
24:56
24:56
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Introduction In this episode, Travis sits down with Dan Kain, Senior Wealth Manager from S.E.E.D. Planning Group, to dig into the transformation from a traditional financial advisor to a truly holistic planner. This isn’t just about changing job titles, it’s about evolving how we serve people, mastering new skills, and building trust through every …
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Offshoring project management works for software development. It fails for capital construction. The difference: the feedback loop between physical site conditions and project control decisions. Albert Brier and Nate Habermeyer examine why remote project management models that succeed in IT create invisible risks on construction sites—risks that su…
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How financial plans fail, rules of thumb, and perfection as the enemy of good planning
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Dr. Dan and Daniel discuss how financial plans fail, common planning rules of thumb, and why perfection is the enemy of good financial planning. 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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TikTok HOT TAKES | Lying to Your Guests?! Wedding Planner REACTS
26:17
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What To Do & When - Wedding Planning Step-by-Step 21 Wedding BUDGET SAVING Tips YouTube Video: https://youtu.be/aI7pIpf2mNo OG TikTok Links: https://www.tiktok.com/t/ZP8hwkP67/ https://www.tiktok.com/t/ZP8hwD59A/ https://www.tiktok.com/t/ZP8hwPvPc/ Want to ask Jamie your wedding planning questions? Join her in The Master Plan! What did you think ab…
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James is joined by Tax Specialist Sophie Spaul to discuss the upcoming Budget. With so much trepidation and concern about tax measures in this Budget we consider what is likely to be enacted and what needs to be done in advance to prepare. James and Sophie also consider broader political aspects which are driving policy under this government. #Budg…
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Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544
1:34:21
1:34:21
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Jim and Chris discuss listener questions on Social Security COLA timing, spousal claiming strategy, IRMAA tax treatment, Roth IRA rollovers from 529 plans, and a listener PSA on deferred annuity RMD rules. (8:00) Georgette asks whether her initial Social Security benefit—approved in September for a December start—will reflect the January COLA incre…
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Financial Planner Of The Year Finalists 2025
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Send us a text Meet South Africa’s top financial planners of 2025! In this episode of PROpulsion LIVE, we sit down with the finalists for the 2025 Financial Planner of the Year Award - Brendan Dunn (Hewett Wealth), Theoniel McDonald (Wealth Associates / Carmel Wealth), and Nicola Langridge (Private Client Holdings). The award, presented by the Fina…
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Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore
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Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, learning from early entrepreneurial challenges, or building a career grounded in mentorship and growth, this episode is for you! Listen in as Patrick sh…
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530: Freedom After 50: How Challenge Rekindles Purpose in Your Next Chapter
26:31
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What if the key to a fulfilling retirement isn't about relaxation — but about doing the hard things you'd rather avoid? From rewiring your brain to deepening your sense of purpose, discover how challenges — big or small — can restore meaning, resilience, and joy in your next chapter of life. In this episode, we discuss: Why comfort can erode resili…
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HNW Property Insurance with Landon Davis Ep 115
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In this episode, we dive into the world of property and casualty insurance for high-net-worth families with Landon Davis from NFP. We examine the evolving risks and market shifts that make insuring valuable property particularly challenging. We also talk about Landon’s journey into the insurance field and how great brokers do more than manage polic…
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Ep. 31: Overwhelmed by the Coming Holidays? Here's How to Protect Your Peace
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Hi friends! Welcome back to The Organized LDS Mom Podcast! I’m Tiffany—and today we’re wrapping up October with something that might surprise you… a pause. 🍂 You’ve prepped, decluttered, meal-planned, and probably wrangled a few Halloween costumes by now. But before November sweeps us into concerts, parties, and cookie exchanges, let’s take a breat…
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Understanding the DNA of Every Investment - Episode 90
39:31
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Send us a text In today's episode, Chris and Danny focus on the core characteristics of every investment. From liquidity and guarantees to predictability and control, they break down how different assets behave on a fundamental level. No matter what type of assets you are considering, this episode will help you think more clearly about where and wh…
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Send us a text Have you ever looked around and thought, “Everyone else seems to have it together, so why do I feel like I’m barely holding it all together?” If that sounds familiar, you’re not alone. In this episode, I’m digging into what’s really going on when bright, responsible adults start feeling like their lives are slipping through their fin…
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#34 - Money & Blended Families – Finding Financial Harmony
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In this episode of Her Money Revolution, Angela Brook, CFP® explores one of the most emotionally charged and financially complex topics: blended family finances. With compassion, expertise, and a touch of humor, Angela reveals how money decisions in blended families go far beyond dollars and cents—they reflect identity, values, and the desire for f…
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The Market Is Scary Good. What Does That Mean For You?
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When the market feels unstoppable, it’s easy to wonder if now’s the time to invest or sit tight and wait for the next drop. In this episode, Scott explains what it really means when the market is “scary good” and how to stay grounded when emotions run high. Are you approaching retirement or just getting started? This episode will help you see throu…
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Active vs Passive investing: A Pointless Debate for Financial Planners?
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In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of h…
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Exploring the relationship between food and self esteem. Meet eating disorder specialist Lisa Ungar
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Lisa Ungar is an accredited eating disorder specialist. Her journey to healing was rooted in resilience, self-compassion, and a commitment to truly understanding her relationship with food. Today, Lisa enjoys eating everything. Most importantly it’s freely, without shame or restriction, whilst she also embraces her now found love for her body. Draw…
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You Don’t Need to Finish Every Course to Grow Your Wedding Business
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👉 Watch my free training to go from hustling for leads to getting steady bookings. You’re not alone. So many wedding pros feel stuck in “learning mode,” convinced they need to complete every course or certification before they can really make progress. But that belief is quietly keeping you from growing. In this episode, we’re talking about why fin…
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Consult. Curate. And Deliver (ft. Seth Dechtman | President | The Keynote Curators)
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GUEST BIO: Seth Dechtman is President of The Keynote Curators, securing top-tier speakers like Magic Johnson and Richard Branson for brands including Apple, Amazon, and Coca-Cola. A global strategist who's lived on four continents and speaks multiple languages, Seth brings instinctive matchmaking and strategic thinking to help event professionals f…
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Social Security Claiming Strategies, Part 2: EDU #2544
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1:21:54
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If you would like to skip Jim and Chris discussing Jim’s travel plans and the guys’ frustration with low-cost airline pricing, you can skip ahead to (10:30). Chris’s Summary Jim and I continue our discussion on Social Security claiming strategies, revisiting the debate between Professors Derek Tharp and Laurence Kotlikoff. We explore how academic d…
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The State of Financial Health in America with Lisa Berdie and Gary Mottola
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What does financial health really look like in America today — and how can we help households thrive in an increasingly complex financial world? In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Dr. Brandy Baxter sit down with Lisa Berdie from the Financial Health Network and Dr. Gary Mottola from the Financial Investor Educatio…
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WII 179 – Kate Dear (The Venue CEO) on Horrendous Planners & Social Media Trolls
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As a wedding venue owner, Kate Dear observes all kinds of wedding planners in action. “I am able to see what works well and what doesn’t,” Kate says, “because as the venue, we really are the stadium that different teams come into every weekend to play.” So how does your team play? And what can you do to become the great planner that wows clients AN…
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The Analytics of Improvement: Data-Driven Golf with Cory Jez | PGA Players' Podcast #18
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In this episode, Aaron welcomes Cory Jez, founder of TourIQ, to discuss how advanced data is transforming the way PGA Tour professionals approach their game. Cory pulls back the curtain on the power of analytics, from building player-specific strategies and practice routines to uncovering surprising truths hidden within golf stats. Learn how the ri…
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Having the Hard Money Talk: Preparing Families for Aging & Care with Cameron Huddleston | Ep 13
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Episode Description: In this episode of Real Money, Real Life™, Linda Grizely sits down with Cameron Huddleston, journalist, author, and caregiving advocate, to talk about one of the most difficult financial conversations: talking to parents about money and aging. Cameron shares insights from her book "Mom and Dad, We Need to Talk*", where she help…
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How to Choose the Right Dinner Style for Your Wedding
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In this episode of The Well Designed Wedding, we’re breaking down one of the most overlooked, but deeply impactful, elements of your celebration: how you serve dinner. From the elegance of plated courses, to the warmth of family-style dining and the energy of food stations, I’m walking you through the pros and cons of each service type so you can c…
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Who Has To Worry After the AFT Lawsuit Settlement?
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The AFT lawsuit settlement with the Department of Education is one of the biggest updates in months for borrowers on income-driven repayment. You'll learn how this settlement unfreezes stalled forgiveness applications, who's protected under the new rules, and the key deadlines you can't afford to miss. I also explain why the 2026 "tax bomb" is back…
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Redefining Success: How Real Advisors Help Clients Achieve More Than Just Wealth - EP. 191
30:51
30:51
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Unapologetic Insights into Financial Planning In this episode, we dive deep into the realities of the financial planning industry, sharing candid stories and professional insights from Travis’ own journey and those of his colleagues. The conversation is direct and transparent, cutting through industry jargon to expose the differences between produc…
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Layoffs, work:life balance, and trading a salary for entrepreneurship
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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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How To Handle Bridesmaids with BIG Personality | Wedding Q&A
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What To Do & When - Wedding Planning Step-by-Step 21 Wedding BUDGET SAVING Tips Wedding Planners who have gone through Jamie's course: Union Network List Want to ask Jamie your wedding planning questions? Join her in The Master Plan! What did you think about this episode? What were your takeaways? I want to hear your feedback! Screenshot the episod…
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In this episode, we tackle a question many pilots ask themselves: what should I be working on right now? Whether it's debt repayment, buying a home, saving for retirement, or funding your kids' college, it can be hard to figure out which goal takes priority. Our host, Timothy P. Pope, CFP introduces the "WIN" framework: What's Important Now, and wa…
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Exploring Growth and Purpose with Gretchen Betts
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39:48
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Send us a text What does it take to lead a successful financial planning firm and create a new movement that empowers women with money? In this episode of PROpulsion LIVE, host Francois du Toit sits down with Gretchen Betts, Managing Director of Magenta Financial Planning and founder of SheFinance, for an honest look at growth, purpose, and the cou…
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Season 17: Episode 22: Planning Ahead for Senior Care
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47:49
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On this episode, Kurt Baker talks to Barbara Forshner, who has dedicated more than 20 years to the health care industry. She is driven by a personal passion for advocating for the dignity and well-being of seniors. Her journey began when she witnessed the lack of respect her grandfather received in a long-term care facility - an experience that ins…
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HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
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Jim and Chris discuss listener questions on how Medicare enrollment affects HSA contributions, Social Security survivor benefits and IRMAA adjustments, financial advisor fee disclosures, and the Thrift Savings Plan (TSP) as a tool in retirement planning. (10:00) A listener asks whether enrolling in Medicare in December with coverage starting in Jan…
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Bringing the Edge to Every Event: Michelle's Creative Journey From Scrapbooking to Event Mastery
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In this episode, Michelle Culpper, the Director of Partnerships at edgefactory Creative Works and President of the MPI Greater Orlando Chapter, shares her extensive experience in the event industry. From her early days teaching scrapbooking classes to her role in event production, Michelle discusses the evolution of her career and the challenges sh…
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Tim Merriman Talks Story on Reflections on Interpretation: What is the Purpose of Heritage Interpretation?
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For more than fifty years, I’ve been asking one question: What is the purpose of heritage interpretation? Early in my career, a few key experiences set me on a path of reflection—a path that has shaped every step of my professional life since. Few of us have the luxury of working in isolation or for ourselves alone. If interpretation is to be meani…
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Rebuilding Faces, Restoring Families: The Embalmer Behind Military Repatriations
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Why do we wait until someone dies to learn how to deal with death? In this episode of The Glam Reaper Podcast, Jennifer Muldowney sits down with Jennifer Lares, a licensed funeral director, educator, and former U.S. Army mortuary officer who managed repatriations across Europe and Africa. Together, they open a side of the funeral world that most pe…
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Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis
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Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you're interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you! Listen in as Haley shares h…
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529: By the Numbers — Your Financial Wake-Up Call: How to Stop Delaying the Decisions That Matter Most
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What's really holding you back from taking that next financial step? Join us as we explore how avoidance slowly erodes confidence, why shame and fear create roadblocks, and how to replace procrastination with purposeful progress. In this episode, we discuss: Why avoidance = erosion, not explosion The Hurricane vs. Tornado analogy How to conduct a "…
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Ep 30 - Stress-Free Gift Wrapping Organization for Busy Moms
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Hi friends! Welcome back to The Organized LDS Mom Podcast! I’m Tiffany—and today, we’re tackling one of those sneaky holiday stress points that can make even the most cheerful mom want to hide behind the tree: gift wrapping. You know the scene: It’s 11:30 p.m. on Christmas Eve, the scissors are missing, the tape is stuck to the cat, and you’re tryi…
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55: How to Re-Energize in Minutes (Without Caffeine)
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Send us a text Welcome back to part three of our series on avoiding the dreaded post-work crash. Let me ask you, how often do you hit that wall around 3 or 4 p.m.? You’ve still got to wrap up the workday, maybe handle carpool or soccer practice, but your brain feels foggy and your body just wants to collapse on the couch. I know that feeling all to…
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Are Bonds Back? What Pilots Need To Know in 2025
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Bonds used to be the ‘boring’ part of a portfolio. They were considered safe, steady, and not very exciting. But with yields at multi-decade highs, a lot of people are asking: Is now the time to give bonds a bigger role in your investment strategy? Scott explains how to think about bonds in today’s market, the difference between owning debt and own…
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Wedding Industry Networking: How to Build Real Connections Without Burning Out with Oralia Aguirre
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55:11
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👉 Watch my free training to go from hustling for leads to getting steady bookings. Are you tired of feeling like networking in the wedding industry is just another thing draining your time and energy? You’re not alone. So many wedding pros know they should be networking, but the constant meetups, endless DMs, and awkward introductions often lead to…
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ELIZABETH STANLEY: The Biology of Resilience
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54:57
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Why do so many high achievers secretly struggle with anxiety, burnout, and overwhelm? Dr. Elizabeth Stanley, Army veteran, Georgetown professor, and author of Widen the Window, joins Michael Hyatt to explain the hidden science behind stress and resilience. Drawing on her personal story of trauma, her background in the military, and her training in …
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What If Thomas Aquinas Was Your Financial Advisor? | Chris Schilmoeller
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Today, Ben is joined by Chris Schilmoeller—Orlando-based financial advisor and former FOCUS missionary—for a deep dive into what it might mean to have Thomas Aquinas as your financial advisor. Chris reflects on his own journey from campus evangelization to financial planning, sharing how Aquinas’s emphasis on order, integration, and the proper end …
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Social Security Claiming Strategies, Part 1: EDU #2543
1:11:24
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Chris’s Summary Jim and I examine a recent Social Security claiming strategies debate prompted by articles from Derek Tharp and Laurence Kotlikoff. The episode highlights how opposing valuation frameworks—economic modeling versus purpose-driven income planning—can lead to drastically different conclusions. We explain why assigning Social Security a…
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From Grief to Growth: Healing, Journaling & Financial Clarity with Kim Murray | Ep 12
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Episode Description: In this episode of Real Money, Real Life™, Linda sits down with Kim Murray to talk about grief, healing, and reclaiming your life after loss. We cover: - How grief impacts everyday life and financial decision-making - The power of journaling as a tool for clarity and healing - Why simple practices can help you move forward afte…
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