Een podcast voor ruim 40.000 Nederlanders met ook de Amerikaanse nationaliteit die te maken hebben met Amerikaanse belastingen. Neem contact met ons op: [email protected]
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Tax Advisor Podcasts
We take listeners on a journey through the eyes of anti-corruption veterans who were on the frontline of many key events that have defined our world today, with perspectives on reform and key historical events you won't hear anywhere else. In Series 1 we sit down with leading white collar crime lawyer Jack Blum who tells us about his life's work during a period of huge geopolitical change and transformed global tax and financial systems. From the BCCI scandal, to Panamanian dictator Noriega' ...
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Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more. With decades of combined legal and tax experience Mark and Mat make complex financial topics understan ...
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.
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Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
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For some, watching paint dry, or a poke in the eye is better than dealing with their business numbers. I get it, numbers can be scary, confusing, and boring, not what your business is meant to be about. But here’s the thing. If you’re serious about your business, you need to grab hold of your numbers, and connect with them. Falling in love with them may feel weird, but at least be on friendly terms with them if you want your business to survive and thrive. Numbers make you accountable, showi ...
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The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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A podcast specifically focused on helping every person live their ideal life by helping them make better decisions around their finances, relationships, and life.
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FREE Biz & Tax Elite Newsletter - Subscribe Now! The purpose of Tax Advisor & Biz Coach Success podcast is to share real estate, ecommerce, tax and accounting tips for entrepreneurs and small business owners with S Corp, LLC and Partnership. How to understand the IRS tax code for BSI and Sales tax and Nexus. Plus learn with expert guest that share my business insights into how to run a successful, stable and profitable company $. FREE Biz & Tax Elite Newsletter - Subscribe Now!. https://etbs ...
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it's important to know the vital signs of your financial health, and the profession simply comes with complexities others don't understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician's personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan financial system. Financial planning and investment advisory services offered through Prosperity C ...
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Welcome to The Breakthrough Advisor Podcast. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
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Welcome to Cash Lads - a show that demystifies finance and money with plenty of stories, history, and banter! Hosts: Paul Molloy - https://www.boxclevertax.ie/ Marcus Doyle - https://clearfinancial.ie/ Warning: This podcast does not constitute financial or tax advice. Please contact a financial advisor or tax advisor to discuss your own individual circumstances, taking into account your needs and objectives, knowledge and experience and financial situation. Warning: The value of your investm ...
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Open Exam Prep: Mastering Financial Exams The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part. Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better reso ...
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Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
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Join Matthew Sercely- as he discusses... well, anything he wants to. There will be lots of discussions of the law, philosophy, logic, and anything else that strikes his fancy. He is a father, a husband, an attorney and tax advisor, a libertarian/anarchist, and a polymath with a freakishly good memory.
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Podcasts from Dynamic Advisor Site
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Kristian Finfrock has been on the air for more than ten years as your source for all things retirement. Kristian covers everything from how current events could affect your savings, to strategies to maximize your retirement income, and everything in between. Investment advisory services offered through Retirement Income Strategies, an SEC registered investment advisor. Firm may not give tax advice.
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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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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Welcome to "The SALTcast," your go-to podcast channel for unraveling the intricate world of sales tax. If you're a business owner seeking clarity on sales tax regulations, or a seasoned CPA aiming to provide your clients with impeccable guidance, this podcast is tailored just for you. Hosted by industry experts from Peisner Johnson, the SALES TAX PEOPLE, with decades of experience in the field, "The SALTcast" is a comprehensive resource designed to demystify the complexities of sales tax and ...
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Thoughts and interviews from the financial advice industry!
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Your down-to-earth resource for developing thoughtful financial habits, learning about investment vehicles, and creating a path to win at wealth. No matter your background or age, there's a path toward wealth for you. The process of building wealth is very simple, but it can be difficult to accomplish if you do not think about money correctly. I'll show you how to achieve financial success by using a common sense approach that allows for a healthy relationship with money. On this podcast, Jo ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
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Global Trade Deciphered explores global trade, geopolitics, and the global economy, featuring expert analysis from leading world-class guests. Hosted by Justin Hayden Miller, a global trade advisor and strategist, former partner at a top-tier European law firm and former senior leader in Big-4 international trade and tax practices. Essential listening for business leaders, policymakers, and anyone curious about international business and trade policy.
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6 Beginner Tax Hacks for Real Estate Investors
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Unlock 6 powerful real estate tax hacks to maximize deductions, reduce your tax burden, and keep more of your hard-earned cashflow. With the right strategies and a tax pro who understands real estate, your properties can deliver stronger returns year after year.By Peter Harris
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#180 - Q&A edition...Social Security spousal and survivor benefits, finding an advisor who doesn't require investment management, how a decedent's income is taxed and MORE!
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Listener Q&A where Andy talks about: Starting Social Security benefits early so your minor children can claim dependent benefits, and how the earnings test can come into play if you're still working ( 5:53 ) Social Security spousal benefits, and what happens when the lower earning spouse starts their own benefit early at a reduced amount, then late…
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5 Red Flags When Looking for a Financial Advisor
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Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment How do you know when an advisor just isn’t the right fit? Phil shares all the subtle (and n…
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✈️ Retire Pilots the Right Way! 🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/ This week, Thanksgiving takes center stage and your finances get a seat at the table! Ryan serves up a fun, insightful discussion where holiday favorites like parades, turkey carving, and football run parallel with the keys to successf…
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#184 - Q&A edition...consolidating accounts, tax withholdings vs estimated payments, QLACs, the 4% rule and MORE!
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Listener Q&A where Andy talks about: Potential advantages or disadvantages of consolidating retirement accounts ( 4:28 ) Paying taxes through IRA withholdings vs making estimated payments ( 13:08 ) Whether a minister's housing allowance impacts Affordable Care Act subsidy eligibility ( 26:11 ) When Qualified Longevity Annuity Contracts ("QLACs") mi…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The inverse relationship …
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Asset Protection Essentials for Physicians with Attorney Bo Loeffler
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Attorney Bo Loeffler returns to the podcast to revisit with David the foundational principles of asset protection—what it is, why physicians need it, and how proper timing and structure make all the difference. The conversation begins with an overview of risk for physicians, from malpractice and employee claims to real estate liability and auto acc…
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Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
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In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The definitions of par va…
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Ep 388: Wealth First Principles #1: How wealth is actually built – The Wealth Equation
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Read Full Blog Here Stuart opens with Wealth First Principles, explaining how real fortunes are built through three key inputs: a durable cash-flow surplus, investment efficiency (quality assets, low costs, smart tax structures, and few behavioral errors), and time (the compounding decade that does most of the work). He separates process from predi…
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Eric Leeper: Why Compensation Structure Is Vital to M&A Success
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Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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40 - ETFs, Mutual Funds and Fourth Quarter Tax Moves
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis and host Spike Spengel unpack the real differences between S&P 500 ETFs and traditional mutual funds, especially when it comes to taxes in your non retirement accounts. Stewart explains why mutual funds can generate phantom capital gains even when you do not sell, how …
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Ep #270: Self-Directed IRAs for Real Estate: Why "Advanced" Doesn't Mean "Better"
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There's been a surge in interest around self-directed IRAs (SDIRAs), especially for real estate investments. With younger investors seeking alternatives to traditional markets, and social media amplifying the success stories, it can seem like a compelling option. But while the idea of using an SDIRA to invest in real estate sounds attractive, the r…
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“Should I Retire Early to Watch My Grandkids?”
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Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Daycare costs are out of control, and for many families, grandparents feel like the only sa…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The primary purpose of pr…
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Santa battling Trump's Tariffs & Melting Arctic Geopolitics: 2025 Global Trade Christmas Special
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Send us a text In this special Christmas episode, host Justin Hayden Miller examines 2025's record-breaking global trade—surpassing $35 trillion—through the lens of Father Christmas and the challenges posed by Trump's tariffs, Arctic geopolitics, and climate change. Key Topics Trump's tariffs and their impact on holiday imports, toys, and global su…
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Super vs Flexibility, Debt vs Growth: Q&A on Contributions, Gearing, and Renovation Timing
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In this Q&A, Stuart unpacks two meaty, real-world dilemmas that many high-earning families face. First: should you prioritise concessional super contributions (carry-forward caps, Div 293 awareness, and long-term compounding) or keep capital outside super for flexibility and early semi-retirement? We explore building a liquid “bridge” portfolio, ho…
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Spending Drops in Retirement, but Satisfaction Doesn't [Rebroadcast]
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New research from David Blanchett, head of retirement research at PGIM, challenges one of the biggest assumptions in retirement planning: that happiness in retirement depends on maintaining a constant—or even increasing—level of spending. ⬇️ Upon entering retirement, households experience a median consumption decline of about 20%. This drop is ofte…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The key features of cumul…
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On today's show, we're rolling out the red carpet for none other than Ed Slott, bringing you the kind of retirement insight only a CPA with his depth of experience and education can deliver. The Wall Street Journal calls Ed "the best source of IRA advice," and we couldn't agree more. That's exactly why we invite him back time and again. As proud me…
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Episode 435 - Lock in Today, Retire Tomorrow – Smart Moves for 2026!
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Welcome back! We hope you had a warm, joyful Thanksgiving surrounded by family, friends, and maybe just a little too much pumpkin pie. As we ease our way out of our first holiday haze and gear ourselves up for the next, we've got a great show lined up for you this week, one that's all about planning ahead and making smart moves for your financial f…
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Episode 434 - Bubble Trouble? What Today's Market Signals Mean for Investors
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On this week's show, we'll dive into the question many people are asking: Are we in a bubble stock market? We'll delve into the aspects of this and uncover what analysts are saying about today's economy, what history teaches us and current stock market valuations compared to other market tops. We'll discuss the prevailing trend of "Made in America"…
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Episode 433 - Maximizing Your Social Security Benefits
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We're thrilled to welcome Bob Simpson back to the studio for another insightful journey through the world of Social Security. Recently retired but far from slowing down Bob is a familiar name to many in our community. On today's show, Bob will draw on his decades of experience as Northern Michigan District Manager of the Social Security Administrat…
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As Gen Z steps fully onto the investment scene, we're seeing some fascinating shifts developing, some of which people say even echo the Roaring '20s. Though today's frenzy isn't fueled by cars, radios and airplanes, it's powered by generative AI, ever-evolving tech and the rise of crypto. With these innovations reshaping the market, the how and why…
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Episode 431 - Fall Into Financial Focus: Thinking About Year-End
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"The falling leaves drift by the window …" as Nat King Cole so brilliantly put it. It is fall after all, and this week we appear to be at maximum color. Such a short time ago the leaves were just coming out, now they are falling. What else could fall? An obvious question! On today's show, we'll discuss a very good article from the recent late summe…
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We have an absolute powerhouse lineup joining us in the studio today! We're thrilled to welcome Dawn McConnell, Laverna Witkop, and Alicia Ford from Ford Insurance Agency, here to talk about all things Medicare. With decades of experience navigating the ins, outs, ups and downs of the Medicare system, this expert trio is ready to break it all down,…
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Attitude plays a critical role in the outcomes we achieve in life and in business. In this episode of the I Hate Numbers podcast, we explore how mindset, beliefs, and internal narrative influence decision-making, confidence, and long-term success. A strong mindset shapes behaviour, improves resilience, and supports better business performance. What…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam. In this episode you will learn: - The dual nature of pref…
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In this video, we talk about mapping your growth bucket for retirement and how it can be used to organize different areas of growth over time. The discussion centers on understanding where money, time, and energy are currently being allocated. We look at how priorities can shift as retirement gets closer and after it begins. This is not about predi…
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Delay Retirement or Retire Now? Here’s How to Decide
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Retirement isn’t one-size-fits-all—and delaying retirement can be a smart move for some people and a mistake for others. In this episode of Retirement Roadmap with Master Plan Retirement Consultants, Evan and retirement planner Mark Fricks walk through the most common reasons people work longer (financial security, purpose, flexibility) and the key…
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[SIE] 12, Common Stock - Dividends and Splits
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The four key dates associ…
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The Business of Baseball with Orioles President Catie Griggs
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What does it take to run a modern Major League Baseball franchise? In Episode 23 of Greenstream, we talk with Catie Griggs, the Baltimore Orioles’ President of Business Operations, about how the O’s are working to build a championship-caliber fan experience on the field and in the stands. You’ll learn about: Catie’s career path and how 100+ informa…
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Cash Balance Plan or HRA? A Tough Call for United Pilots
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✈️ Retire Pilots the Right Way! 🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/ United pilots are being asked to make a major retirement election by the end of the year and the plan hasn’t even received IRS approval. The election window for 2027 Pilot Contributions is open until December 31 for the proposed United…
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Essential Strategies for Financial Security
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In Episode 228, Fred Saide discusses the critical components of retirement planning, emphasizing the importance of starting early, budgeting effectively, and understanding withdrawal strategies. He highlights the unique retirement options available for business owners and the value of professional financial advice. The conversation also delves into…
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(Best of) Kevin Brucher discusses the intricacies of retirement income planning.
30:39
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Kevin Brucher discusses the intricacies of retirement income planning, emphasizing the importance of understanding income streams, the impact of inflation, and the role of annuities. He highlights the need for a comprehensive financial strategy to ensure long-term financial security, especially in the face of rising costs and economic uncertainty. …
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The difference between st…
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Year-End Retirement Account Strategies (Webinar)
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To learn more on year-end retirement account strategies read our new article: https://directedira.com/year-end-retirement-account-strategies/?utm_source_youtube_socialmedia&utm_year_end_strategies_webinar Year-end is one of the most important windows for retirement planning. Some moves must be completed by December 31, while others can wait until t…
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Doug Messina: Be Yourself and Connect With Clients | Next Gen
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23:53
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The Ameriprise Financial Services private wealth advisor underscores the importance of being authentic when nurturing strong relationships with clients and discusses the shift to holistic planning. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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9: Americans Overseas over Residence-Based Taxation: hoop, haken en ogen, en de route vooruit
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16:56
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In Americans Overseas Podcast aflevering #9 bespreekt Linda Mabelis met ervaringsdeskundige Daan Durlacher de stand van zaken rond Residence-Based Taxation (RBT). Wat is de aanleiding voor dit wetsvoorstel, waarom is het zo uitzonderlijk, en welke stappen moeten er nog volgen voordat dit werkelijkheid kan worden? We gaan in op de grootste knelpunte…
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The 5 Retirement Questions Smart People Ask
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✈️ Retire Pilots the Right Way! 🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/ In this episode, Ryan continues last week’s discussion on elevating the retirement planning conversation for pilots. Find out how asking smarter, planning-focused questions about taxes, Social Security, debt, risk, and investing can em…
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I’m 62: Should I File For Social Security Or Wait?
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Turning 62 might not feel like a milestone birthday… until you realize the Social Security clock just started ticking. Filing now could put money in your pocket sooner or cost you tens of thousands over a lifetime. How do you pick the right strategy? Let’s break down how to think through one of the biggest retirement decisions you’ll ever make. Imp…
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I’m 62: Should I File For Social Security Or Wait?
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Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Turning 62 might not feel like a milestone birthday until you realize the Social Security c…
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#183 – Retirement planning chat with a "real" person, Jill
1:25:41
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jill. They talk about a wide array of retirement planning topics such as leaving the workforce relatively early, keeping expenses moderate yet still doing and enjoying a lot in life, what she wishes she would have known and done soon…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam exam.In this episode you will learn:- The distinct roles o…
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How to Help Others Change Their Behavior (Without Pushing Too Hard)
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Change is hard. Helping others change isn’t always simple either. But we know, especially for folks like financial advisors, there will be times it’s important that you do. So, what can we do to make change easier, or to help others get where they want to go? On this episode of The Behavioral Divide, we cover exactly that. Professor Hal Hershfield …
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Are You Prepared for the Evolution of Retirement? - Replay
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In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…
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This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The key differences betwe…
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Ep 387: Should you be an active property investor if your budget is under $1m
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Read Full Blog Here In this episode, Stuart makes the case for becoming a value-add property investor when budgets are tight. Rather than stretching for a bigger dwelling in a weaker location, he argues for prioritising high land value in an A-grade area and accepting a tired home you can improve. He outlines the highest-ROI upgrades (kitchens, bat…
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Mary Ann Bartels: Tech and International Stocks to Rise in 2026
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Sanctuary Wealth's chief investment strategist expects a “'reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Finding the Right Centers of Influence to Grow Your Practice – Episode 57
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Centers of influence—such as CPAs, estate planning attorneys and other financial advisors and legal professionals—are the single best source of affluent referrals for top financial advisors. For many years, our research has shown that to be true. And recently, when we brought together a panel of high-net-worth individuals and interview them, 90% to…
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