Best Swing Financial Planning Podcasts (2025)

1
Ep 19: Big Tax Changes Ahead—The Beautiful Bill Passed, So Let’s Talk Strategy 31:07

5h ago31:07

31:07

The House officially passed the One Big Beautiful Bill Act—so today, we’re diving into what actually made it into the bill. If you listened to our earlier episode, you know we were taking some educated guesses, but now we’ve got real answers. This bill is packed with changes—some extensions, some brand-new provisions—and while it’s not law yet (it …

1
From Tariffs to Takeout: Unpack the First Half of 2025 36:15

4h ago36:15

36:15

Wes and Jeff dive into the major economic events shaping the first half of the year. They offer insights on everything from labor markets and inflation to the rise of AI and takeout culture, then break down complex financial news into actionable analysis to help plan for a happier retirement. Highlights include: • Focusing on financial education by…

1
How to Avoid Surprises on Capital Gains in Your US Investments 5:31

12h ago5:31

5:31

Ready to tackle U.S. taxes from Israel without the stress? Discover the key differences between realized and unrealized gains, and learn how realizing losses can actually help reduce your tax bill. It’s all about maximizing your investments and avoiding those surprise bills! Get the scoop on navigating cross-border tax reporting, and find out how t…

1
Masters and Mindset 20:56

1d ago20:56

20:56

If you’ve ever felt like you’re doing everything right with your money, but still not seeing the results you hoped for, you’re not alone. Like golf, investing can be frustrating, emotional, and unpredictable. In this episode, the team unpacks what both pursuits require: patience, consistency, and a strong mental game. Listen on your favorite podcas…

1
Bonds, Private Credit, Volatile Markets, Retirement Tips, and a Powerful Comeback Story 45:17

4d ago45:17

45:17

On this week's Money Matters, Scott and Pat explore the evolution of fixed income investing—from traditional bonds to the rapidly expanding world of private credit—and what it means for your portfolio. They also offer practical advice on weathering market volatility in retirement and share a powerful conversation with a listener who’s rebuilding hi…

1
13 Elite Companies With Fast-Growing Dividends 13:55

4d ago13:55

13:55

David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing. What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List? 13 Elite Companies With Fast…

1
Turn Your IRA Into an Investment Powerhouse 5:13

4d ago5:13

5:13

Want to make your IRA work harder for you? It’s not just a retirement account—it's a powerful platform for building wealth. Learn how to maximize your IRA's potential, avoid common mistakes, and explore strategies that align with your life stage and financial goals. Whether it’s growing your portfolio or making the most of an inheritance, we’ve got…

1
The Hard Asset Revolution: Why it Will Spin Off Fortunes 17:15

5d ago17:15

17:15

In this episode of the MoneyShow MoneyMasters Podcast, Larry McDonald, founder of The Bear Traps Report and the former Lehman Brothers VP who predicted the subprime crisis, reveals why we're heading into an unprecedented environment for hard assets that will reshape global markets — and create massive wealth for those positioned correctly. Plus, La…

1
Ep 18: The MedSpa Partnership Playbook: Structuring Ownership Legally and Profitably 14:06

5d ago14:06

14:06

Owning a MedSpa is one of the most exciting—and complex—ventures in healthcare and aesthetics. It blends medical oversight with high-end consumer services, but navigating the legal structure, especially in CPOM-restricted states, is crucial. Understanding how to separate and structure the clinical (PC) and business (MSO) sides of the practice isn’t…

1
U.S. Debt Downgrade, Tax Bills, Global Productivity, and A Happy Retiree Summer Challenge For Kids 33:34

7d ago33:34

33:34

Wes and Connor deliver timely insights on U.S. debt, tax reform, interest rates, and practical strategies for family life and financial planning. From economic breakdowns to a creative summer challenge for kids, this episode blends national headlines with personal empowerment, including: • Honor and Reflect: As Memorial Day passes, remember the bra…

1
Tax Confusion Simplifying Capital Gains for Cross Border Investors 5:49

7d ago5:49

5:49

Ready to stop letting taxes sneak up on you? Capital gains can make or break your investment returns, but with the right knowledge and strategy, you can keep more money in your pocket. Learn how timing your sales, offsetting gains with losses, and watching your tax forms closely can save you big. Plus, get pro tips for managing your U.S. investment…

1
401(k) Catch-Up Contributions, Inherited IRA Rules, Annuity Strategies, and Roth Conversion Tips 57:49

10d ago57:49

57:49

On this week’s Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really benefit the average person. Plus, they help callers navigate the complexities of fixed index annuities and inherited IRAs and explain why understanding these financial products is crucial. Allworth advi…

51
Market Volatility: The Stock Strategies That Are Paying Off in 2025 12:52

11d ago12:52

12:52

Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility. What Is Factor Investing? What Factors Have the Strongest Performance Amid Market Volatility in 2025? Berkshire Hathaway and Other Low-Volatility Stocks…

1
Don’t Let Aliya Derail Your Investments 5:39

12d ago5:39

5:39

Thinking of making aliya and wondering what to do with your U.S. investments? Don’t hit the reset button just yet! Doug breaks down the smart moves you need to make before, during, and after your big move to Israel. From keeping your money flexible and avoiding tax pitfalls to rolling over your 401(k) and working with the right financial planner, t…

1
#82 - From Job Security to Family Legacy: Leading Moeller Furnace & Air into the Future 30:51

12d ago30:51

30:51

Kole and Baileigh sit down with Nate Moeller of Moeller Furnace & Air. On today's episode: ⏳ Over 100 Years of Service ☺️ Values and Work Ethics 🔥 Heat for the Holidays 🏢 The New Moeller Location 🔗 Follow Moeller Furnace & Air: Website: https://www.moellerfurnace.com Facebook: https://www.facebook.com/MoellerFurnaceAir At Full Swing Financial Plann…

1
How Bond Yields Are Reacting to China’s Trade War 15:54

12d ago15:54

15:54

Is the bond market flashing a warning that most investors are ignoring? In this episode of the MoneyShow MoneyMasters Podcast, Crossmark Global’s Chief Market Strategist Victoria Fernandez breaks down what the Moody’s downgrade of U.S. debt really means — and how tariffs, inflation, and political uncertainty are reshaping the fixed income landscape…

1
Ep 17: Startups, Scaling & Success: A MedSpa's Financial Journey 18:27

12d ago18:27

18:27

The MedSpas that win financially aren’t just the busiest ones — they’re the ones that evolve their financial systems and thinking along with their growth. Today, we're discussing 5 distinct stages MedSpas likely fall in — each phase with its own challenges and opportunities. Knowing where your business stands is the only way to clearly see where yo…

1
Social Security Realities & Stock Market Swings 17:21

14d ago17:21

17:21

This week, Sean and Peter discuss the future of Social Security and what retirees need to know. From market volatility to legislative gridlock, they explore how current economic conditions and political decisions impact retirement planning. Whether you're close to retiring or just starting to think about it, this conversation sheds light on timing …

1
Why Staying Invested Often Wins: Lessons from a Rapid Market Rebound 33:09

14d ago33:09

33:09

Wes Moss and Conner Miller provide historical context and perspective on the latest financial news, including: • The markets staged a dramatic V-shaped recovery following tariff fears. Investors, take note: Volatility can reverse quickly. Once you’ve chosen a solid strategy, it’s often more productive to stay the course rather than letting fear dri…

1
Simplifying the Real Estate vs Stock Market Debate 4:41

15d ago4:41

4:41

Ready to dive into the world of real estate and investing? Whether you’re thinking about becoming a landlord or sticking to stocks, it’s all about making smart choices. Discover why declaring your rental income is a must, how the Israel Tax Authority is using tech to track down unreported revenue, and why managing real estate might not be as glamor…

1
Trustee Mistakes, Real Estate Math, Crypto Moves, and Tax-Savvy Giving 46:37

17d ago46:37

46:37

On this week's Money Matters, Scott and Pat dive into one of the most overlooked decisions in estate planning - choosing the right trustee. They break it down with real-life stories that show just how much the wrong choice can stir up family drama or even land you in legal trouble. They also take live calls from listeners with real money questions …

1
Worried About Inflation? What to Know Before Buying TIPS ETFs 12:43

20d ago12:43

12:43

Dan Sotiroff, senior manager research analyst for Morningstar Research Services, explains how TIPS ETFs work, their performance in 2025, and what to consider before buying the treasury inflation-protected securities. Key Takeaways: What Are TIPS? TIPS ETFs vs. TIPS Flows Into TIPS ETFs in 2025 Surprises Morningstar’s ETFInvestor Editor How TIPS Hav…

1
How to Spot Companies Built to Last 6:13

19d ago6:13

6:13

Want to know the secret sauce behind companies that stay on top year after year? It’s all about the economic moat. Learn how businesses build powerful barriers to protect their profits and keep competitors at bay. Get the lowdown on why investing in companies with strong moats is a game changer for your portfolio. Plus, find out how to spot these g…

1
How Are Trump's Tariffs Impacting Commodities 14:43

19d ago14:43

14:43

Are commodities giving us a clearer read on the economy than the stock market? In this episode of the MoneyShow MoneyMasters Podcast, Darrell Fletcher — Managing Director of Commodities at Bannockburn Capital Markets — shares what investors aren’t seeing beneath the surface of energy, metals, and macro markets. Darrell breaks down why volatility is…

1
Ep 16: Uncertain but Not Unprepared: What 2026 Tax Changes Could Mean for Your MedSpa 17:59

19d ago17:59

17:59

If you've been hearing rumblings about tax changes in 2026, you're not imagining things — we’re heading toward one of the biggest tax shifts in decades. The Tax Cuts and Jobs Act of 2017, which shaped much of our current tax system, is set to expire unless Congress takes action. But right now, lawmakers are locked in a high-stakes budget battle, an…

1
How Long Will $1.5 Million Last in New Hampshire? 18:23

21d ago18:23

18:23

Many would consider $1.5 million enough to retire on in 2025. But is it really enough? A new study shows how long Social Security and a $1.5 million nest egg would last in 50 states... let's see where New Hampshire falls on the list. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt…

1
From Buffett’s Big Exit to the High School Job Boom: Money Moves That Matter Now 36:15

21d ago36:15

36:15

Jeff Lloyd joins Wes to tackle the week’s critical issues, such as: • Celebrate Mother’s Day with purpose! From heartfelt shout-outs to family meal plans, honoring Mom is always a worthwhile investment. • Tariffs hit home—literally! Wes’s son tackled the “Guac Tax” in a school project on avocado tariffs. Learn how trade policies might hit your wall…

1
Did You Receive an Inheritance What You Need to Do Now 6:16

22d ago6:16

6:16

Inheriting a stock and bond portfolio? It’s exciting, but can be tricky. Learn how to manage your new assets, avoid common mistakes, and make sure you're not hit with unexpected taxes. Get smart about diversifying, protecting your future, and making the best decisions for you. Keep your eye on the goal and your portfolio balanced!…

1
April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose 52:14

24d ago52:14

52:14

On this week's Money Matters, Scott and Pat break down April's market shifts, explaining how volatility impacted portfolios and why long-term strategies were crucial. Plus, they explore how investors can align their financial decisions with their personal values. Finally, Scott and Pat answer listener questions, covering topics like optimizing life…

1
Market Volatility: The Trade Deals That Could Calm Wall Street 17:59

26d ago17:59

17:59

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management’s Wealth group, discusses how trade talks over tariffs could ripple through the bond market and whether import taxes are the right move for Hollywood movies. Key Takeaways: What a Potential Trade Deal Between the US and UK Means for Market Sentiment What Countrie…

1
#81 - Top Ten Budgeting Mistakes Almost Everyone Makes 34:27

27d ago34:27

34:27

Kole, Cole, and Baileigh weigh in on the top ten budgeting mistakes that everyone makes. On today's episode: 🏃 Recapping the 5k/1k Event 💵 Budgeting Mistakes That Can Cost Thousands 🤑 The Top Overspending Categories ⚖️ How to Help Make a Budget Stick At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way…

1
The Hidden Forces Moving Oil and Gas Prices 25:34

26d ago25:34

25:34

Are energy market conditions telling a different story than the headlines? In this episode of the MoneyShow MoneyMasters Podcast, energy economist Anas Alhajji cuts through the noise to explain what’s really driving oil, gas, and energy markets — and what most investors are missing. You’ll hear why oil pricing doesn’t match supply-and-demand fundam…

1
Ep 15: From Stuck to Booked: Real Strategies to Get More Clients in Your MedSpa 17:27

26d ago17:27

17:27

Running a MedSpa is no small feat — and if you’re feeling like you’re doing everything right but still not seeing the growth you hoped for, you’re not alone. Whether you’re in your first year and struggling to bring in a steady stream of new clients, or you’re more established and just feeling stuck, this is a common — and frustrating — place to be…

1
Roths, RMDs and Retirement Taxes 18:35

28d ago18:35

18:35

In this episode, Sean explores why Roth accounts may be one of the most powerful tools in retirement planning today. He explains the pros and cons of Roth conversions, how RMDs work, and why legislative risk is something to watch. You’ll also learn why paying taxes now could save you- and your heirs- later. Visit Sean Tole's website: http://www.dav…

1
Passion, Planning, and Portfolio Power: Lessons from Microsoft, Market Trends, and the Mappiness Project 36:19

29d ago36:19

36:19

Jeff Lloyd joins Wes to explore the latest news, compelling financial insights, and human psychology: • Consider the Mappiness Project—What truly brings you joy? Are you building a life that includes high-ranking endeavors? • Rediscover Your Core Pursuits—Jeff recounts his lifelong love for Pearl Jam concerts and music tourism, including a trip wit…

1
How to Strengthen Your Financial Future as a Couple 5:20

29d ago5:20

5:20

Ready to get on the same financial page with your partner? It's time to stop the money fights and start working together! Discover simple, actionable steps that will bring you and your spouse closer to your financial goals—without the stress. Learn how open communication, clear goals, and joint planning can transform your financial future. Let’s tu…

1
Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies 54:29

1M ago54:29

54:29

On this week's Money Matters, Scott and Pat explore the benefits of tax-loss harvesting during volatile markets. Then, they’re joined by Simone Devenny, Head of Private Wealth Strategies at Allworth, to dive into key financial strategies for entrepreneurs and business owners, including tax optimization, estate planning, and succession strategies. F…

1
Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans. Here's What We're Watching For. 22:23

1M ago22:23

22:23

Gregg Warren, senior analyst with Morningstar Research Services, discusses the succession, dividend, and stock portfolio questions he would ask at this year’s Berkshire Hathaway annual meeting. Warren previously pitched questions as part of the meeting’s analyst panel. Key Takeaways: Morningstar Analyst on Pitching Questions at Berkshire Hathaway A…

1
Why Sudden Market Swings are the New Normal 4:30

1M ago4:30

4:30

Discover how to navigate today’s fast-paced, roller-coaster markets without losing your cool. We’re going to break down the surprising risks of investing in the S&P 500, why market swings seem more frequent, and simple strategies to protect your portfolio. Learn how diversification, a cash cushion, and emotional discipline can help you stay on trac…

1
Is Your Strategy Too Narrow for This Market? 16:10

1M ago16:10

16:10

Is your investing strategy too narrow for today’s volatile markets? In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Paul Hickey, co-founder of Bespoke Investment Group and one of the most respected market analysts on Wall Street. Known for his “fusion” approach to investing, Paul combines technicals, fundamentals, macro trend…

1
Ep 14: MedSpa Valuations: How to Value a Medical Spa Business 18:06

1M ago18:06

18:06

Today's episode topic is a bit technical, but it’s a critical conversation for any MedSpa owner, whether you're looking to sell, raise capital, or simply grow smarter. Understanding your business's true value is about more than just revenue or profit — it's about strategy, scalability, and risk. We’ll walk through why valuation matters, how it’s ca…

1
Are We Having Fun Yet? Market Volatility, Trade Wars, the VIX, Bond Risks, And Real-Life Happy Retirees With The Power Of Purpose 36:17

1M ago36:17

36:17

Connor joins Wes to analyze essential current events: • Connor asks, "Are We Having Fun Yet?" with the constant scary headlines and market volatility from tariff repercussions. • Stress from the ongoing uncertainty in trade talks with China. • Understanding the VIX (fear index) and its historical spikes. • The administration’s intermittent public c…

1
What Happens When Siblings Disagree 5:39

1M ago5:39

5:39

Want to keep family finances running smoothly without the drama? Learn how to avoid the common pitfalls when managing your parents' money, from assigning roles to keeping communication clear. Whether you're dealing with assets across borders or just trying to stay on the same page, these simple steps will help you navigate the complexities of famil…

1
A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early 52:00

1M ago52:00

52:00

On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial decisions. Next, they mediate a financial disagreement between a couple wondering if they should move long-term assets into cash. Finally, they check back in with a listener who wanted to know if he and …

1
Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg 22:44

1M ago22:44

22:44

Amy Arnott, Morningstar Inc. portfolio strategist, discusses why her team’s starting safe withdrawal rate is more conservative than the popular 4% rule. Plus, a new metric to help determine financial priorities during retirement. How ‘The State of Retirement Income’ Report Helps Investors Know Their Safe Withdrawal Rate Conservative Estimate for St…

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Swing Financial Planning Podcasts

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