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
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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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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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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The I Have ADHD Podcast is a clear, concise, and FUN podcast for adults with ADHD. Listen to learn about how ADHD impacts every area of your life from the boardroom to the bedroom...and how you can begin to overcome your symptoms by accepting who you are, flaws and all. Host Kristen Carder is a dually certified coach who has supported thousands of of people with ADHD worldwide. Kristen's extensive experience working with ADHDers began in 2012, and she now leads a global community of adults w ...
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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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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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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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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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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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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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The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots
Scott Osborn
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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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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 Evolve Your Wedding Business Podcast: Marketing & Business Strategies for Wedding Professionals
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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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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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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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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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 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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"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTI ...
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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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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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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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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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Money can be one of the most powerful tools in your household — when you know how to talk about it. Money Dates is hosted by a pair of married financial planners who have spent years in their professional and personal lives perfecting this very topic. Natalie and Dan have witnessed the benefits of having open, honest conversations about money. Each episode, they share personal stories, practical financial advice, and mindset shifts that help you grow wealth and confidence —together. Whether ...
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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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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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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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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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Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
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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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A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
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We all wish we could attain financial freedom, but the cards are stacked against you if you don’t understand how the wealthy invest. Most financial and tax advisors aren’t equipped to help their clients develop a wealthy mindset. The truth is the wealthy invest across multiple Super Asset Classes and layer these investments together to minimize taxes, create cash flow, and build assets. Anyone can use these strategies to grow their own wealth. In the Transformational Wealth Podcast, Marc Hen ...
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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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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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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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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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You know that financial education you wish you got in school? Well, here's your chance to reenroll anytime you get in your car or go to the gym. Everyone should be educated enough to properly manage their own money situation if they really want to. Even if you’re someone who wants professional help, most people choose their advisors based on some kind of personality contest rather than a merit-based system, since that’s the only context they have. Let’s face it, the money industry is purpose ...
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Should I buy? Should I sell? Or Should I stand pat? The market should never dictate how or when you invest. By increasing your confidence levels, you will invest with more conviction, save time, and eliminate many of your dilemmas. Everybody deserves a happy retirement. Mike Heroux from The Dividend Guy Blog is not only a passionate investor, but he is also pretty good at explaining how the market works and how you can make your money work more effectively for you. This podcast will cover al ...
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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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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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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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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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Financial Planners Reviewing a "Professional's" Financial Plan
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Dr. Dan & Emily review a financial plan by a team of "professional" financial planners. See Dr. Dan & Emily review the plan on video: https://youtu.be/7ALOJsGQ4qU 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…
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Rebuilding After Financial Setbacks with Sara Hobbs | Ep 08
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In this episode of Real Money, Real Life™, Linda talks with Sara Hobbs about rebuilding after financial setbacks. They discuss the emotional challenges of starting over and how to move from overwhelm to empowerment. We talk about: - The challenges of rebuilding after divorce, loss, or burnout - How compassion and accountability support financial ch…
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336 Why the Bare Minimum Might Be Your Biggest Win Yet
1:08:44
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Do you skip over your wins like they don’t matter? Feel weird or embarrassed when people cheer you on? Yep, that sounds about right. Adults with ADHD often struggle to celebrate themselves… but it’s a skill worth learning. In this episode, I’ll show you why celebration feels so uncomfortable—and why it’s actually essential for your mental health, m…
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Why Planners Prefer Working with Vendors they Trust
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Send us a text In this episode of The Well Designed Wedding, we’re answering a common question from couples: “Are planners willing to work with outside vendors?” I’m walking you through the key considerations when bringing in vendors you love, but that you or you’re planner haven’t worked with before. From photographers with no wedding experience, …
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MORE BUDGET Wedding Advice from TIKTOK | Wedding Planner REACTS
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What To Do & When - Wedding Planning Step-by-Step 21 Wedding BUDGET SAVING Tips YouTube Video: https://youtu.be/1MYYlitIm9Q TikTok Creators LINKED: Meredith - Plus One Planning LLC | https://www.plusoneplanningllc.com Stefanny Alecon | https://www.tiktok.com/@UCiCfUpqv9UuKrEMCjt8sMsQ From Evelyn's Heart | https://www.youtube.com/@UCIqeA6y5nm_SK_1ZS…
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CANA The 107th Cremation Innovation Convention, Arizona 2025
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In this special episode of The Glam Reaper Podcast, Jennifer Muldowney takes us inside the CANA Convention to uncover bold ideas, inspiring stories, and the future of funeral service. Jennifer sits down with powerhouse women and industry innovators making waves in the profession. Lisa Bowie shares how Funeral Women Lead is breaking barriers with th…
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Dr. Dan & Daniel discuss the importance of estate planning, why it doesn't matter if you have a simple or complicated situation, and the importance of being deliberate about to whom and what you leave in your estate. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consul…
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James is joined by Mat Waters from Lovewell Blakes Halesworth office to talk about the Lovewell Blake Community Fund. Aimed at small charities and clubs based in East Anglia this episode delves into the origins of the fund, how Mat and his colleagues administer fundraising and tips on how applicants can request a grant. #Fundraising #SupportLocal #…
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Episode 424 - From Headlines to Bottom Lines: Navigating Your Investments
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The information explosion continues, not only on the world political front, but also in the areas of tax and investment. On today’s show, we are joining in the rush to disseminate usable information, specific to, you guessed it, taxes and investments! This will include new statistical information about Social Security, which Heidi Cartwright will s…
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With the stock market hitting all-time highs (as measured by the Dow Jones Industrial Average), the question of “How high is too high?” must be begged. Since everyone is eager to know (including us), we’ve pulled out the heavy research engines to see what they might tell us. Given we are the all-knowing, all-seeing types, we’re waiting with bated b…
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IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538
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Jim and Chris discuss listener questions on IRMAA reductions and Roth-conversion effects, widow filing status and IRMAA, in-kind stock Roth conversions and RMD transfers, annuity RMD interactions, and 60-day rollover mail timing. (7:45) George asks whether an approved SSA Form 44 that reduced 2025 IRMAA will also govern next year, how a large 2026 …
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Relentless Relevance with Richard Mulholland
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Send us a text What does it take to stay relevant in a world that’s changing faster than ever? In this episode of PROpulsion LIVE, I’m joined by Richard Mulholland – speaker, author, and founder of Missing Link and Too Many Robots. From touring with Iron Maiden to coaching leaders across the globe, Rich has spent his career helping people and busin…
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Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl
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Caroline Piehl is a partner at TimeWise Financial, and she joins the show today to share her non-traditional path to financial planning. If you're interested in navigating career pivots, building a family-founded firm into your own, or learning what it takes to merge and grow a business, this episode is for you! Listen in as Caroline shares how she…
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523: Freedom After 50: Beyond the Pyramid—Rethinking Happiness in Retirement
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Many of us spend decades climbing Maslow’s pyramid — seeking security, comfort, and experiences — only to realize that the top is where true joy lives. Join us as we explore the “Happiness Hierarchy” and why lasting fulfillment comes not from what you buy or where you travel, but from who you become. In this episode, we discuss: How to shift from “…
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Lightning Pod: Future of Work, Real Estate Trends & Investing - Ep 112
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In this episode, Justin and Jared explore real estate investing, the future of work trends, and how both are reshaping today’s markets. We dive into Galveston’s oversaturated Airbnb market, the return-to-office push, and what these shifts mean for hybrid work models and investors. Plus, we break down dividend strategies and the economic impact of u…
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Ep. 25 - Mom Overwhelm is Real: 6 Fall Goals for Calm & Clarity
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Welcome back to The Organized LDS Mom Podcast! Last time we focused on reflection and heart resets. Today, we’re moving into the practical, mom-life side—goals, productivity, and seasonal shifts that help you feel more in control. 👀 In This Episode: How to recommit to a morning routine that works for your season of life. Tips for eliminating one ha…
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The 4 Things You Can Control in Retirement
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📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ Retirement can feel overwhelming when so much seems out of your control. Markets rise and fall, tax laws shift, and Social Security’s future makes the news every few months. But here’s the good news: stressing about those things won’t improve your retirement. What will help is fo…
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Are September & October Really Bad Months to Invest?
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September and October often get a bad rap in the investing world, but are they truly risky months? In this episode, Scott breaks down the truth behind these "turbulent" months. While data shows September's historical slight negative returns, it’s important to peel back the layers. If you're nearing retirement, it's crucial to understand the data an…
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335 BITESIZE | ADHD, Work, and Civil Rights: Protecting Yourself
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Love this clip? Listen to the full conversation in the original episode with Meghan Brown-Enyia HERE. I know how overwhelming it can feel to decide whether to disclose personal information at work. In this conversation, I remind you that you deserve to feel safe while seeking the support you need. SIGN UP FOR THE TIME MANAGEMENT WEBINAR HERE!…
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Mailbag: Paying for a Car, Saving Smarter, & the $1 Million Myth
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Want to get in touch with Mark? 👉 https://silverman-associates.com/home In today’s mailbag, Mark answers three real listener questions. First, when it’s time to replace a car, is it smarter to use your emergency fund, pull from an IRA, or finance with a monthly payment? Next, a recent college grad asks how much she should realistically save each mo…
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The Realities of Working with Your Spouse
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“You get to celebrate the highest of highs with each other, but also you have to deal with the lowest of lows, whatever that may be for your business." Our hosts, Natalie and Dan Slagle, pull back the curtain on what it's really like to run a business together as a married couple. After six years of building Fyooz Financial Planning from their shar…
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Discussing An Article On Retirement Planning: EDU #2538
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If you would like to skip over Chris and Jim chatting about a recent Colorado hail storm and Jim’s garden while he’s in Ohio, please skip to the 7:45 mark. Article discussed in today’s show: https://www.kiplinger.com/retirement/retirement-planning/the-me-first-rule-of-retirement-spending Chris’s Summary I chat with Jim about a recent article regard…
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Real vs. Pseudo-Emergencies: How to Protect Your Time and Energy
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Send us a text Ever sit down to tackle your Big Important Thing—only to have a “five-alarm emergency” land in your inbox? The truth is, most so-called emergencies are just poor planning wearing a siren. In this episode of Your Priority Centered Life, we’ll unpack how to spot the difference between real vs. pseudo-emergencies—and what to do when the…
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Why I Ignore Morningstar’s Review (What I Do Instead)
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Star ratings are helpful—until they become a shortcut. Morningstar’s 1–5 stars are primarily about valuation, not business quality. Learn the smarter way to build conviction and why stock price (or past return) shouldn’t drive your decisions. Avoid Price Confusion: Save Your Spot for the Upcoming Webinar Make sure to check out the complete show not…
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Real Wedding Submissions That Editors Love: Tips to Get Featured with Jainé Kershner
51:50
51:50
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👉 Watch my free training to go from hustling for leads to getting steady bookings. Are you struggling to get your real wedding submissions published? You’re not alone. So many wedding pros spend hours creating galleries and writing copy only to hear nothing back from editors. It feels frustrating, and you’re left wondering what editors really want …
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Ninja Warrior Wisdom: A High-Performance Event Strategy (ft. Ty Bennett | World-renowned Speaker, Bestselling Author, Entrepreneur)
39:18
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GUEST BIO: Ty Bennett, world-renowned speaker, bestselling author, and entrepreneur, redefines leadership and performance. Author of The Power of Storytelling and Partnership Is the New Leadership, he’s addressed 2,000+ audiences worldwide. At 21, he built a $20 million business in 37 countries and now leads Leadership Inc. and the world’s largest …
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Preparing to Pivot: Career Lessons with Jacquie Carroll, AFC®
28:10
28:10
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On this episode of Real Money, Real Experts, Rachael DeLeon and Dr. Brandy Baxter sit down with Dr. Jacquie Carroll—educator, researcher, speaker, and Accredited Financial Counselor®—to talk about the power of the pivot. Jacquie shares her non-linear career journey, from higher education and HR to financial counseling and now launching her own lega…
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It's been a while since my last "Road Noise with Hutch" podcast episode. Well, this new episode is filmed from my new TSLA. 🤖 It's all about the amazing tech, and how I'm starting to use AI more...even while driving...I mean, having the robot drive me! 🚗 At first, I decided to get a Tesla Model 3 for my daughters to share because they kept bumping …
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Protecting Your Parents, Preserving Your Legacy with Chad Holmes | Ep 07
47:01
47:01
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In this episode of Real Money, Real Life™, Linda sits down with Chad Holmes, CPA, CFP®, and bestselling author of The Inheritance Playbook, to tackle one of life’s most emotional and practical challenges: caring for aging parents while planning for multi-generational wealth. Chad shares how families can avoid unnecessary taxes, navigate probate, an…
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Send us a text In this episode of The Well Designed Wedding, we’re diving into one of the most emotionally loaded parts of planning your celebration: the guest list. I’m walking you through how to determine your ideal guest count based on venue capacity and budget, and how to use that number as a clear guide for everything that follows. From settin…
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334 Feeling Stuck? Awkward Relationships? Listen to Kristen's Coaching in Action
1:07:45
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Ever wondered what it’s really like inside FOCUSED? In this special episode, you’ll get a front-row seat to an actual coaching call. You’ll hear me coach Bob through feeling stuck, and Heejung as she navigates awkward relationships with her coworkers. And here’s the thing—this isn’t just about seeing what FOCUSED is all about. You’ll walk away with…
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Real Estate Without the Headaches: DSTs for Pilots
52:43
52:43
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You've probably heard the saying, "The best day of your life is when you sell it": and no, we're not talking about boats. We're talking about self managed rental properties. In this episode, Tim is joined by Trevor Flor, Navy veteran, former Delta pilot, and now a real estate investment advisor specializing in DSTs (Delaware Statutory Trusts) and 1…
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522: The Six Pillars to Living Longer & Healthier in Retirement with Dr. Bobby Dubois - Part 2
40:50
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Living longer is one thing. Living well is another. In Part 2 of my conversation with Dr. Bobby Dubois, we unpack the final three pillars of his blueprint for longevity: mind-body harmony, heat & cold exposure, and social relationships. Dr. Bobby explains why practices like meditation, breathwork, and even walking in nature can calm the brain and l…
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How To Add Fun For the Kids At Your Wedding | 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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Permission & Progress: John Spain on Irish Planning
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52:28
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In this episode, planning consultant John Spain reflects on over three decades shaping Ireland’s built environment — from the stagnation of the 1980s to the high-speed growth of the Celtic Tiger, and today’s complex challenges around housing, infrastructure, and viability. Host Seán O’Leary talks with Spain about founding his own practice, navigati…
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Social Security, Account Consolidation, and MYGA Selection: Q&A #2537
1:35:05
1:35:05
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Jim and Chris discuss a listener PSA on WEP treatment for foreign pensions, followed by questions on Social Security strategies, benefit calculators, account consolidation, and MYGA selection. (13:00) Georgette shares a PSA on how a lump-sum superannuation payout impacted WEP treatment under the POMs rule and led to a successful Social Security app…
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Exploring the Fine Print of Living Annuities with Lize de la Harpe
40:35
40:35
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Send us a text Living annuities are one of the most popular retirement income products in South Africa – but they come with strict rules that are often misunderstood. In this episode of PROpulsion LIVE, we sit down with Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate, to explore what you can and can’t do with a living annuity. From incom…
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Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul
43:47
43:47
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Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learned on their journeys in the field. If you're interested in launching a firm and fostering a culture built for long-term success, you won’t want to miss…
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521: 5 Timeless Proverbs for a Wise and Wealthy Retirement
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What can ancient wisdom teach us about modern retirement? From budgeting with freedom to preparing for life’s surprises, tackling debt, planning wisely, and redefining generosity in retirement, insights of the past can show how true wealth goes beyond dollars. In this episode, we discuss: The importance of having a budget, even in retirement Emerge…
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High productivity in schools hours only! Meet Kirsty Knight, Productivity Coach for high achieving mums
54:20
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Kirsty is an absolute NINJA when it comes to all things time and productivity-related in business. She is a Master Certified Coach, a serial small business owner, host of the Time & Productivity Podcast for Entrepreneurs and a mum to a fiesty 1 year old. She’s navigated through a bajillion different time and productivity issues in her own businesse…
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Ep. 24 - Feeling Stuck After Summer? 7 Simple Fall Resets for Busy Moms
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Fall is more than décor and pumpkin spice—it’s a God-given season to reset. In today’s episode, Host, Tiffany walks you through simple, heart-centered ways to refresh your routines, declutter high-impact spaces, and invite more peace into your home and heart—without doing a whole-house overhaul. 👀 In This Episode: Gentle journal prompts to reflect …
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Toby Merriman, MFA, of SIU Center for Virtual Expression, Talks Story about AI with Tim Merriman
39:30
39:30
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Toby Merriman, MFA, works each day as Assistant Director of Center for Virtual Expression at Southern Illinois University in assisting faculty in understanding how AI, VR and Gamification may improve their teaching and research. Toby grew up with Tim Merriman, his father, at a nature center and actually worked as an interpretive guide at a Dinosaur…
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Career Tips From Successful Financial Planners Part 1 - Golf Day
1:06:52
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🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor Real Golf. Real Financial Planners, Real Finanical Planning Career advice. Watch this episode on YouTube or Spotify - here Welcome to the first ever Financial Planner Life Golf Day, where the fairway becomes a forum for honest, unfiltered career advice in financial planning. 🏌…
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Career Tips From Successful Financial Planners Part 2 - Golf Day
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Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand. You can watch this episode on youtube or spotify! here This round sees Michael Yuille CFP™ (aka Mr #ChickenTuesday) and Sam Oakes take on Carla Brown (President of the PFS) and Guy Skinner (Citygate Financial Planning) i…
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How To Catch Up If You're Late To The Retirement Party?
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Falling behind on retirement savings can feel overwhelming, especially if you’re only just hitting your financial stride in your 30s, 40s, or even 50s. In this episode, Scott tackles the big question: How do you catch up if you feel late to the retirement party? From military pilots transitioning into airlines to career changers carrying student lo…
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The People-Pleasing Trap: A Practical Guide to Saying No Gracefully
17:56
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Send us a text Why is “no” the hardest two-letter word to say? In this episode, Dr. Alise Murray unpacks why so many of us default to yes, often at the expense of our time, energy, and peace of mind. You’ll discover: The brain science behind why saying no feels like rejection How chronic yeses lead to burnout, resentment, and relationship strain Th…
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Invest at All-Time High - How Valuation Can Tell You What to Buy
38:44
38:44
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When a great company trades at an all-time high and a P/E north of 30, are you overpaying—or just paying for quality? Mike and Vero show how to use the price-to-earnings (P/E) ratio without a crystal ball. Discover why a stock’s own 5- to 10-year averages matter more than cross-sector comparisons, how to identify “priced-for-perfection” setups, and…
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How to Book More Weddings in 2026: What Every Wedding Pro Needs to Know
32:55
32:55
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👉 Watch my free training to go from hustling for leads to getting steady bookings. Are you wondering how to book more weddings in 2026? You’re not alone. Wedding pros everywhere are already thinking about what the next booking season will look like, and it is shaping up to be very different from the past. Couples are taking longer to book, they’re …
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CHRIS DUCKER: Bouncing Back from Burnout
1:09:11
1:09:11
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After experiencing burnout and adrenal fatigue, author and entrepreneur Chris Ducker realized hustling harder wasn’t the answer. He gets candid about burnout, recovery, and why joy-filled practices are essential for leaders who want to last. Two of his favorites: bonsai gardening and birdwatching. He also makes a compelling case for getting outside…
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