NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Tax Efficient Investing Podcasts
Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Welcome to the Modern Investing Podcast, sponsored by Sidepocket (www.sidepocket.com), where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"
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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/ The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hist ...
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Welcome to ”The Retire Early Podcast,” your essential guide to achieving the retirement you’ve always dreamed of—sooner rather than later! Hosted by Sam Benson and Linwood Fraher, this podcast is tailored specifically for individuals aged 50-65 who are passionate about retiring early and living their best lives. Each week, we’ll dive deep into essential retirement topics including tax-efficient strategies, smart investing, healthcare planning, income optimization, Social Security tips, estat ...
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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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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Smart Retirement Planning. Straightforward Advice. Welcome to The Fiscal Physical Retirement Podcast, the show built for professionals and pre-retirees who want clarity, confidence, and control over their financial future. Hosted by Aaron Hoisington and retirement planner Ryan Nelson, founder of Alchemy Wealth Management and author of Your Fiscal Physical, this podcast delivers practical advice, expert insights, and real conversations about retirement readiness, tax-efficient investing, and ...
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The TFS WealthCast brings clarity, depth, and strategy to finance, property, and wealth-building in Australia. This isn’t just another finance podcast it’s a space where serious investors, ambitious professionals, and wealth builders come to sharpen their edge. Each episode is unique, we sit down with industry leaders, top-performing brokers, property strategists, and seasoned investors who’ve built real portfolios and navigated shifting markets. We dive into advanced topics like: •Smarter l ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join Nate Reineke and Chelsea Jones, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throu ...
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let's talk about stuff, money stuff, economic stuff, investing and the intersection. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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Andersen in Nigeria is an independent tax, transfer pricing and accounting advisory services firm with a worldwide presence through the member firms and collaborating firms of Andersen Global.
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
0
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Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
3182
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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You're listening to Beyond the Hustle podcast with Business Owner, Property Multi Millionaire and Stock Market Investor Liam Ryan. If you want to become a master investor, close multiple property deals, become a great salesperson and live a better life then the Beyond the Hustle podcast is for you. Join us as we sit down with amazing guests, from inspiring entrepreneurs to Liam own mentees. We are very grateful to have hit #16 in the Investing category on iTunes within our first 24 hours of ...
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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The Alternative Investment Podcast is a leading voice in the alternatives industry, covering private equity, private credit, venture capital, and real estate. Host Andy Hagans interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.
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Welcome to the Behind The Doors Podcast, in this podcast, we'll explore our strategic roadmap to becoming the leading platform in real estate transactions. We’ll dive into the key challenges and opportunities within the industry, showing how our innovative approach delivers unmatched value to agents, homeowners, and investors. Our goal is to revolutionize the real estate process, making it faster, more transparent, and easily accessible to everyone. Join us on this transformative journey and ...
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Welcome to the 360 Money Matters podcast where Financial Planners, Billy Amiridis and Andrew Nicolaou talk all things Financial Planning. This podcast aims to increase your knowledge and confidence with all thing’s money. Each week we will cover topics such as investing, cashflow and budgeting, saving, passive income, debt management, and much more so you can live life on your terms without limits.
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First Look ETF is a monthly show from ETFguide TV with Wall Street's top minds providing their insights on new ETFs. Listen. Subscribe. Profit. Follow us on Twitter @ETFguide and watch us @YouTube.com/ETFguide
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The Passive Income Investor Podcast features discussions and interviews related to conservative passive Income investing. We focus on long term wealth building and tax efficient income strategies. Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri. Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ lo ...
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The Atomic Retirement is the go-to podcast for smart, tax-savvy retirement planning. Hosted by Marine Corps veteran and financial planner Ryan Kilkenny, this show helps people over 50 navigate the complex world of retirement, Social Security, Medicare, and tax-efficient investing. Whether you're wondering when to claim Social Security, how to lower taxes in retirement, or how to create a reliable income stream, this podcast gives you clear, actionable advice to help you retire with confidenc ...
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Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madh ...
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Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
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Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing hi ...
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Welcome to Unsolicited, where financial clarity meets actionable strategies! Hosted by financial advisors Keith Wilson and Anthony Ruffalo, this podcast breaks down the essential components of financial planning—investing, retirement planning, estate planning, risk management, and tax-saving strategies. Our goal is simple: to help you make informed financial decisions, grow your wealth, and secure your financial future. Whether you're just starting out or fine-tuning your financial strategy, ...
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Are you a high-income earner seeking both financial and time freedom? Do you feel you don't have enough time to accomplish all your goals? Do you know you need to do SOMETHING but you’re not sure where to start? Most high-income earners are searching for additional financial security, interested in dialing back on work duties, or want to retire from your busy life altogether? Either way, Ravi Gupta MD will help you, via an easy stepwise approach, to achieve your financial goals through activ ...
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In high-growth investing, knowing where to place your bets is everything. Fast Growth: The Venture Studio Way is for investors—high-net-worth individuals, angels, and seasoned professionals—and founders who are ready to scale, bringing them the exact tools and insights they need to build and back ventures with serious potential. Each episode delivers sharp, actionable insights into what truly drives value in today’s funding landscape, from tax-efficient SEIS/EIS schemes and venture studio mo ...
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Everyday Wealth, a nationally syndicated radio show and podcast hosted by Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean discusses the current events, policy updates and life changes that are impacting our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-efficient investing. Joined by Edelman Financial Engines wealth planners and industry ...
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Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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Welcome to Financial Foursight. This podcast is hosted by four fee-only CFP Professionals to help consumers understand the financial industry. Each provides candid insights on topics that matter. The podcast is for general information and entertainment purposes only and should not be considered investment advice. Nothing contained in this podcast constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. The opinions expressed by the hosts ...
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Do you want to make your money grow but you don’t know how to do so or where to start? In this podcast series, we help you understand the various concepts on finance and mutual fund investments, how you should manage as well as invest your money in a smart and efficient manner. Visit our website here: http://bit.ly/iciciprumf IPRU Insights specific episodes: For more valuable and useful information, sign up to our IPRU Insights newsletter and get direct access to expert views on finance and ...
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Remove the guesswork from real estate investing and establish a clear path for consistent returns. Here, building wealth is straightforward and fun.Discover how commercial real estate investors from all over the world got where they are today, how you too can generate truly passive, tax-efficient income, and confidently invest in real estate, even in the face of risks and unknowns.Real estate has made more people wealthy than any other form of investment. However, it can come with a steep le ...
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Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
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Financial services industry veteran Rick Kundracik joins WBI Co-CEOs Matt Schreiber & Don Schreiber, Jr., to provide wealth-building insights that keep you on top of the markets. Past performance does not guarantee future results. The views presented are those of podcast participants, and should not be construed as investment advice. Important disclosures: http://bit.ly/2Co4ush
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Website: https://medium.com/@caeserabdallafinance Caeser is a seasoned finance professional with over 15 years of experience in investment banking and corporate finance. His expertise spans various aspects of financial management, including mergers and acquisitions, risk assessment, and strategic planning. With a proven track record of success in high-pressure environments, Caeser brings valuable insights and leadership to complex financial projects.
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207. How the rich stay rich - Tax-efficient investment strategies
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Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we pull back the curtain on the tax strategies that help wealthy Australians preserve their wealth. We walk through the importance of after-tax returns, not just what you earn but what you keep after the tax office takes its share. We cover different investment struc…
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Beyond Munis — New ETFs for Tax-Efficient Bond Investing
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How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis. We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions. Sponsors Claude.ai - Sign up for Claude today and get 50% off Claude Pro Delete Me – Use code David20 to get 20% off Investments …
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AI Boom or Bubble, Estate Planning Trouble, and the 6% Return Myth
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On this week’s Money Matters, Scott and Pat ask the trillion-dollar question: Is AI investing the next dot-com bubble or a real economic shift? They revisit the 1999 tech mania to help make sense of today’s AI investing hype—and how to avoid repeating history. They also tackle real-world questions around estate planning, including managing finances…
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Decumulation: The Retirement Phase No One Warned You About
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After decades of building your wealth, are you ready to actually enjoy it? On this week’s Wealth Health Radio, Joe Murphy and Steve Sedahl dig into one of the most overlooked parts of retirement — decumulation — the art and science of spending what you’ve saved. From withdrawal strategies to managing risk in volatile markets, Joe breaks down how re…
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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Gift Smarter: Tax-Wise Giving to Family and Charity
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity. With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting …
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Invest or Pay Down Debt? Plus How to Save Big This Holiday Season
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Learn how to handle holiday shopping in an increasingly expensive spending environment. Plus, lightning round insights around debt, investing, and savings goals. How should you prepare for holiday shopping when tariffs and inflation are leading to higher prices? When should you prioritize paying off your mortgage versus investing in the market? Hos…
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How AI gets simple finance wrong, and how to make it work for you, not mislead you Topics covered include: How AI ignores the time value of money A detailed example of ChatGPT misleading by making a simple math mistake Some examples of opportunity costs and sunk costs when making financial decisions Understanding how AI works can help us use it mor…
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#138 A Physician’s Guide to Life Insurance with Brian Leet, MBA, FLMI
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Life insurance is becoming a standard benefit for employers to offer, but is the group policy enough for a doctor like you? Nate Reineke is joined by Brian Leet, who helps families across the country navigate life and disability insurance. We discuss what to consider when calculating a life insurance policy, and when group life insurance through an…
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Special Needs Children: How to Protect Their Future and Yours - E119
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Jesse goes solo for a deep dive into the vital yet often overlooked world of special needs financial planning. He opens with a personal story about his daughter’s illness—an experience that deepened his empathy for parents whose caregiving journeys never pause—and uses it to frame the emotional and financial realities families face when raising a c…
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#95: "Wire Transfers Demystified: What You Need to Know Before Sending Money"
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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: [email protected] And, as always, STAY THE COURSE!By Aaron & Ryan
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Can You Retire If Your Business Is Your Biggest Asset?
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In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson & Linwood Fraher dive into one of the most common challenges they see among business owners approaching retirement — how to transition from business wealth to personal wealth. Many entrepreneurs spend decades reinvesting in their companies but overloo…
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How a 5x Olympic Champion Built Unstoppable Success (and How You Can Too)
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Want in on the property action? Join one of our FREE game-changing events! Hit the link and let's make things happen! - https://www.assetsforlife.uk/optin69htrmle How do you build a winning empire—from nothing? Sir Steve Redgrave went from a dyslexic kid with no advantages… To 5x Olympic Champion and one of the greatest winners in history. And he d…
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Lessons From 400+ Interviews on Canadian Financial Independence & How to Achieve and Protect Your Early Retirement
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Today, we have a Canadian guest who has literally done over 400 interviews with different personal finance experts over the years, many of which were specifically for Canadians. Today, I pick his brain on the common conclusions, best practices, and recurring advice he's heard after interviewing so many personal finance experts. My guest, Kyle Prevo…
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Are You Covered? Hidden Gaps in Life Insurance That Could Cost Your Family
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Learn how to choose term vs whole life insurance and calculate your coverage so your family stays protected. How much life insurance do you really need? Which is smarter, term or whole life? Hosts Sean Pyles and Elizabeth Ayoola discuss recent smart, fun, and dumb spending to spark a quick audit of your own money habits, then pivot to right-sizing …
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Always Come Back to the Why | Alan and Katie Donegan | Ep 569
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Brad, Katie, and Alan Donegan discuss the significance of understanding the "why" behind pursuing financial independence (FI). They delve into their journey, emphasizing the importance of community, intentional spending, and lifestyle design. Listeners are encouraged to confront their fears of rejection when building friendships and to embrace vuln…
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Economic uncertainity, Should i hold Naira, USD or Gold
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Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.By kalu aja
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Mastering Your 401(k), IRA, and Retirement Taxes: Real Calls, Real Advice, Real Results
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On this week’s Money Matters, Scott and Pat answer real listener questions about how to make the most of your 401(k) — from handling tithes and required minimum distributions to maximizing Roth conversions and managing multimillion-dollar retirement portfolios. You’ll hear stories from callers navigating retirement income, tax-efficient giving, and…
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Joe Murphy delves into various aspects of Social Security, including taxation, benefits, and strategies for maximizing retirement income.
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Joe Murphy delves into various aspects of Social Security, including taxation, benefits, and strategies for maximizing retirement income. The hosts discuss the implications of the trust fund's status, spousal strategies, and the importance of understanding healthcare coverage before Medicare. They also explore reverse mortgages as a financial tool …
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What Home Sellers Can Legally Hide and How to Master Irregular Bills
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Learn how to plan for surprise bills and what to ask about a home’s past so your budget and buying feel stress free. Do sellers have to disclose deaths, crimes or “hauntings” in a home? How can you budget for irregular expenses without daily tracking? Hosts Sean Pyles and Elizabeth Ayoola open a spooky episode with housing Nerds Holden Lewis and Ka…
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The $250k Dilemma: "Pay Down the Mortgage or Power Up Your Portfolio?"
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Send us a text In this listener-driven episode of TFS WealthCast, Pramu and financial planner Sonali unpack a scenario many homeowners face: a $750k mortgage on an $850k home (an LVR of about 85%) and a sudden $250k windfall. They start by explaining how loan‑to‑value ratio (LVR) affects your borrowing costs and why dropping below 80 % can remove L…
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1
First Look ETF: Agentic AI and Tax-Efficient ETFs
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In this season 5 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes: 1. Bilal Little, NYSE 2. Brian Walsh, Head of Advice and Planning Director at SoFi (X-feed @SoFi) 3. Cullen Rogers Chief Investment Officer at Wedbush Fund Advisors 4. S…
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Talking Taxes, mSMEs & Entreprenual edition powerd by BusinessTimes
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Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.By kalu aja
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1
Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally
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Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind gold and silver, discuss investing strategies, and outline what to watch to see if investors truly are worried about debasement. Sponsors Money for the …
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1
#137 Should Physicians Have a Whole Life Policy?
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As a young doc, it can seem like everyone has something to sell you. Many physicians can end up with a whole life policy that they don’t actually need, and that policy can have a loan against it without you really knowing what’s happening. Nate Reineke and Chelsea Jones break down why these policies are often sold in the first place, how the loans …
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206. Everything you need to know before buying your first property
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Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we walk through the reality of property ownership in today's market. We discuss why mortgage means "life debt" in Latin and whether that's more accurate than ever. We cover getting pre-approvals, understanding what you can actually afford versus what banks will lend …
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#94: “Power of Attorney: What It Is and Why You Can’t Ignore It”
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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: [email protected] And, as always, STAY THE COURSE!By Aaron & Ryan
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1
Q&A: Mortgages, Divorce at 50, and Should You Use Life Insurance to Save for Retirement?
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In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher of Martin Wealth Solutions tackle three of the most common—and most misunderstood—questions they hear from listeners and clients: (1) Should you pay off the mortgage early or keep the low-rate loan and invest? (2) If you’re divorcin…
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1
Invisible to Influential: How to Brand Yourself, Write a Book & Dominate Your Market
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From a dentist to bestselling author and global authority, discover how mentorship, branding, and putting yourself out there can transform your career. In this episode, We chat with Diyari , who used books, speaking, and a powerful message to dominate his industry. If you’re ready to escape the comfort zone, build your brand and become the go-to ex…
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Feeling Burned Out? How to Know When to Quit Your Job — and What to Do First
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Learn how your habits and the cash and cards in your wallet reveal your money mindset, then learn how to know when it’s time to quit your job. What amount of cash should you keep on hand? Should you “quiet quit” or make a clean break from your job? Hosts Sean Pyles and Elizabeth Ayoola discuss everyday wallet decisions and career change trade-offs …
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The FiiRE Framework With Paula Pant | Ep 568
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Paula Pant introduces her innovative FI-I-R-E framework, which encompasses Financial Psychology, Increasing Your Income, Investing, Real Estate, and Entrepreneurship. The discussion emphasizes the critical role of financial psychology in shaping one’s financial decisions and behaviors. Paula's approach aims to inspire excitement about personal fina…
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Nigeria's Macroeconomic Picture: Productivity and Job Creation
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Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.By kalu aja
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Is Your Financial Plan Built to Last? Stress Testing Portfolios, Roth Conversions, and Real-Life Retirement Decisions
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Markets look strong—but are they too perfect? On this week’s Money Matters, Scott and Pat explore how to stress test your financial plan so it can hold up in the real world. They take a call from a 63-year-old retiree with a $6 million portfolio who’s rethinking his Roth conversions and Social Security timing, then talk with a 47-year-old state emp…
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What's The Best Retirement Withdrawal Strategy?
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Everyone obsesses about a magic number they need to retire. But the truth is that hat it’s all about having the right withdrawal strategy. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider break down the most common withdrawal approaches, their pitfalls, and how to create a retirement paycheck you can count on. They sh…
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Joe Murphy explores the multifaceted aspects of retirement, emphasizing that it is not solely about financial security but also about finding purpose.
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Joe Murphy explores the multifaceted aspects of retirement, emphasizing that it is not solely about financial security but also about finding purpose, balance, and fulfillment. The speakers discuss the importance of aligning visions for couples, the role of faith and spirituality, and the necessity of creating a life plan alongside financial planni…
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Matt's Markets on the Move Q3: October 2025
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LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex …
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Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strateg…
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What Fewer Earnings Reports Could Mean for Investors and How to Teach Kids About Money (Video Episode)
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In this special video episode, learn what proposed stock market rule changes could mean for your portfolio and how to grow your teen’s money skills. Will corporate earnings reports soon shift from quarterly to twice a year? And what could new rules about day trading mean for everyday investors? Hosts Sean Pyles and Elizabeth Ayoola team up with sen…
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089: The Future of Fannie Mae and Freddie Mac and What Privatization Could Mean for Homebuyers with Nathan Hartseil
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The housing market has undergone significant changes in recent years, leaving many homeowners and prospective buyers feeling uncertain about its future direction. Interest rates have risen from historic lows, making affordability a pressing issue, and discussions about the possible privatization of Fannie Mae and Freddie Mac are sparking new concer…
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#136 Municipal Bonds: Physician Brokerage Account Superhero or Just Another Asset?
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Have you ever been told to keep municipal bonds, instead of corporate bonds, in your brokerage account? You may think that there isn’t that big of a difference… after all, they’re both bonds. Nate Reineke and Kyle Hoelzle break down the advantages municipal bonds may provide for doctors like you and why they can help your diversification. We also a…
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The Only Free Lunch in Investing (Maybe) | AMA #9 - E118
1:26:40
1:26:40
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