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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Wealth Planning Podcasts
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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This educational podcast, hosted by Wealth Advisor Glory Gray, helps Canadian women make the most of their money and their life.
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you.
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Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate pla ...
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Welcome to the Steadfast Wealth Planning Podcast, where faith and financial wisdom come together to help you build a prosperous future. Hosted by Cody Stansell, Owner and Senior Wealth Advisor, this podcast offers expert advice on Christian-based financial planning for individuals, families, and business owners looking to create a life of purpose and fulfillment. In each episode, we cover a range of topics, including investment strategies, tax planning, retirement preparation, and wealth man ...
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Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.
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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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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Welcome to the Sassy Successionist! I’m Uyai, your very sassy host. In this podcast, I talk about building family legacies over time. Some of that will include preserving and transferring family wealth across generations. However, legacy is much more than wealth. I find stories about succession and legacy in every day life, and using those - I bring bold perspectives and actionable strategies to the often-traditional world of family offices and wealth management. Each episode delivers powerf ...
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Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an epi ...
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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 Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’ ...
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Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Join the wealth strategists of CIBC Private Wealth as they shine light on the topic of wealth planning by sharing their insights and ideas on how to use wealth in ways that are important to you—whether for your own needs, the people you hold dear or the causes that you care about.
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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Redefining wealth for a happier and healthier life through conversations on money, mindset, business, and purpose. At Lucra, wealth = well-being.
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A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit. Inspired conversations with world-class entrepreneurs and the specialists who support them.
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Are you a Canadian real estate investor looking for real Canadian Content? You've found it! Since 2016, this weekly show has helped Canadians cut through the BS and uncover the truth about how to most effectively invest in real estate. Ranked as high as #81 globally in iTunes' Business category, host Erwin Szeto is a real estate investor and 4X Investor Realtor of the Year, with just under $500M in income property transactions. Erwin interviews top investors and wealth builders, sharing stra ...
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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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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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Welcome to the Wealthy Wellthy™ Life. We are committed to bringing you the very best research, hacks and world-renowned experts in money, health, and happiness. We want to change the world. Our intention is to create a movement that wakes you up to something more…to help you create extraordinary wealth and health…to live the Good Life.
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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the ...
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Selected episodes from the popular radio show, ”FIT Retirement” hosted by FIT Wealth Group. Contact: (463) 200-6777 | FITretirement.com | [email protected]
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Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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Family wealth, legacy planning, and financial clarity for multi-generational families.
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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
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Divorced? Widowed? Navigating retirement on your own? You’re not alone— and you don’t have to figure it out by yourself. Wisdom to Wealth is your trusted guide to turning uncertainty into confidence and complexity into clarity. We break down the financial strategies every independent woman needs to protect her wealth, create lasting income, and build a retirement plan that lets you live life on your terms—without fear, confusion, or regret. Because retirement isn’t just about money; it’s abo ...
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Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement. Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in S ...
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Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
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Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!
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Join County National Bank's Senior Wealth Management Officers Christopher Phillips and Holleigh Baker as they explore the true meaning behind the question "What is Wealth?" From discussions with various guests, they delve into how wealth is not just about financial abundance but also about security, flexibility, and values discovered through personal stories and insights. Join them as they uncover the diverse perspectives on what wealth truly means in today's world and how these insights sha ...
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#691: Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt
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What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt payments? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by members of the Dentist Advisors’ Facebook Discussion Group. Tune in for practical insights on financing…
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Dr. Dan & Daniel discuss the importance of estate planning, why it doesn't matter if you have a simple or complicated situation, and the importance of being deliberate about to whom and what you leave in your estate. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consul…
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Exploring Alzheimer’s, Parkinson’s, and Brain Health Solutions with Christer Rosén of Jupiter Neurosciences, Inc.
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We sit down with Christer Rosén, Chairman, CEO and Founder of Jupiter Neurosciences, Inc., a clinical-stage biotech company developing therapies for brain inflammation and mitochondrial dysfunction. With decades of entrepreneurial experience, Christer shares his journey from computer science to pharmaceuticals and biotechnology, and his mission to …
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Financial Freedom After Family Crisis | Arminda Simao’s Holistic Wealth Planning in Action
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From family crisis to financial freedom — this is the inspiring journey of Arminda Simao, a single mom who built stability through student rental investing. She opens up about balancing kids’ expensive tuition, losing her husband, and how smart real estate choices created cash flow, resilience, and generational wealth. 👉 Tune in to learn how studen…
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138. Designing Your Wealth: Human Design Meets Financial Planning with Hannah Chapman
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In this episode of The Lucra Podcast, Mindie sits down with Hannah Chapman, founder of X² Wealth Planning and host of The Expansive CEO podcast, to talk about her unique approach to values-aligned wealth creation—grounded in Human Design, nervous system awareness, and heart-centered leadership. Hannah shares her story of leaving the traditional fin…
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The Journey from Solo Practice to Industry Leader with Special Guest, Dr. Cynthia Matossian
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In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ulti…
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Breaking Free: Smart Debt Elimination Strategies
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What Are Smart Ways To Pay Off All Your Debts? Feeling crushed under the weight of debt? You're not alone. The burden of financial obligations keeps countless Americans awake at night, affecting everything from their mental health to their family relationships. But there's a path forward that combines practical wisdom with spiritual guidance. In th…
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Wealth Planning for Independent Women over 45: How to Overcome Challenges and Thrive on Your Own Terms
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Are you navigating life solo and wondering how to build lasting financial security — without a second income or a partner? This episode is for you. Join Glory Gray, Financial Planner and Wealth Manager, as she dives into the unique realities of wealth planning for single women over 45 — whether you’re single by choice or by chance. You’ll learn: Th…
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Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family
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How can you ensure your children and grandchildren are truly better off? In this episode, Kerry Fleming and Andrew Coleman explore the essentials of intergenerational wealth planning—from the pitfalls of poor preparation to the power of compounding, education, and family culture. Learn how to maximise your legacy, avoid common mistakes, and start t…
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Market Recap and Economic Insights: Tariffs, Corporate Taxes, and Housing Trends In this episode of Dividend Cafe, dated Wednesday, September 24, host Brian Szytel provides a market recap from Newport Beach, California. The DOW dropped 171 points, S&P and Nasdaq declined by approximately 0.3%, and there was a minor increase in 10-year bond yields. …
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FICO's New Credit Scoring Model and How It Could Affect Your Financial Health
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Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Our VP, Associate Financial Advisor Holly C. Wanegar, CFP® shares what to know (and do) to keep your credit score healthy. Read more about it on our blog > - Subscribe to the You and Your Money podcast - Follow u…
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Market Insights and Economic Updates - Sep 23, 2025 On this episode of Dividend Cafe, Brian Szytel reports from Newport Beach, covering down markets with the DOW, S&P, and Nasdaq all experiencing declines. There was a notable rotation between growth technology and value names, with interest rates moving lower. Flash PMI numbers for manufacturing an…
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Why so many seniors choose to work in retirement.
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In this episode, Grant and Bill discuss why so many seniors choose to work in retirement, the latest 2026 COLA estimate, getting into the retirement groove, and pre-retirement purchases.By Grant Dorhout
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Passing the Torch: How to Plan Your Business & Estate the Right Way
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Welcome to The Currency of Knowledge podcast by National Bank Wealth Management. In this episode, hosts Christopher Phillips and Holleigh Baker sit down with Kathryn Mohr, an experienced attorney and community leader, to explore the often-overlooked but crucial topics of business succession and estate planning.…
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Unpacking the One Big Beautiful Bill: Simplifications and Surprises
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The 'One Big Beautiful Bill' passed on July 4, 2025, brings nuanced changes to tax policy. Major takeaways include the indefinite continuation of tax cuts from 2017 and slight increases to the standard deduction, now indexed to inflation. Among the bill's varied effects, the SALT deduction cap rises to $40,000, mainly benefiting itemizers. Social S…
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Funding a Business: Weighing Cash, Debt, and Outside Investors
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The “Henssler Money Talks” hosts tackle a listener question about launching a business. We weigh the pros and cons of tapping into cash and investments versus exploring options like a business loan or private equity—all while keeping his overall financial plan, cash flow, retirement, and long-term goals in focus. Original Air Date: September 20, 20…
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Summary In this episode of Financially Fluid, host Ray Godleski and expert Michael Baratta discuss the multifaceted nature of life insurance, particularly in the context of Life Insurance Awareness Month. They explore critical aspects such as income replacement needs, the importance of life insurance riders, and the differences between permanent an…
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How UAE Family Foundations Can Eliminate Corporate Tax
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The UAE’s foundation regime is one of the most powerful tools for wealth planning in the world, but thanks to the corporate tax law, many families are using it the wrong way and exposing themselves to unnecessary tax. In this episode of Wealth Uncensored, Jimmy Sexton, founder of Esquire Group, explains how UAE foundations are by default treated as…
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Concentrated Stock: Strategies to Protect Your Wealth
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When much of your wealth is tied to a single stock—especially your employer’s—you face both opportunities and risks. In this episode, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey discuss how to balance concentration with diversification, manage emotions and apply strategies that maximize potential while protecting long-term goals.…
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Today's Post - https://bahnsen.co/4n9Rw7O Market Recap and Policy Insights: Navigating Nuances in the Economy In this episode of the Monday Dividend Cafe, host David Bahnsen provides a detailed analysis of the market activities and public policy updates. Broadcasting from Newport Beach, David discusses his recent travels and highlights from Dividen…
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What Makes a Good Fund? (Part 1): Your Guide to Smarter Fund Investing
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How do you choose a great investment fund in a crowded market? In this episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) walk you through the key steps for finding, comparing, and evaluating managed funds. Learn how to define your goals, understand asset classes, decode fees, and use essential documents like the PDS and TMD …
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How To Prepare For Falling Interest Rates
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In this episode Jeff discusses current events, how to prepare for falling interest rates, listener questions, and target date funds.By Jeff Vogan
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In this episode Jeff discusses the Premiere Retirement investment philosophy, being your financial quarterback, listener questions, and estate taxes, the silent wealth assassin.By Jeff Vogan
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Preparing Finances for Fall and How to Help Parents Who Haven’t Saved Enough
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Learn how to prepare your finances for fall and support aging parents who have limited retirement savings. How can you check in on your finances this fall? What’s the best way to help parents with little savings retire? Hosts Sean Pyles and Elizabeth Ayoola explain how you can give yourself a fall financial check-in before they answer a listener’s …
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Sunday, September 21st. A bowling ball of growth?
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Economic growth may have already weathered its toughest challenges, with brighter days likely ahead. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s latest decision. The show also examines 529 plans for education savings, key steps to selling a business, estate planning considerations for remarriage, and strategie…
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Creating a Pipeline for Purpose with Your Family and Finances
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For nearly 15 years, Blue Trust has had the privilege of walking alongside Lora and Mark Batterson in their financial stewardship journey. The couple founded and leads National Community Church in Washington, D.C., and Mark is a speaker and New York Times bestselling author. Together, they have built their lives around four core family values: grat…
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304. Under the Radar: Wealth Strategies for the Quietly Rich
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In this episode of A Wiser Retirement® Podcast, Casey Smith and William Medcalf, CFP® dive into what it really means to be “quietly rich” and how smart habits, not flashy spending lay the foundation for financial independence. Related Podcast Episodes: - Ep 73: Leave a Legacy of Generosity - Ep 260: 10 Financial Habits That Lead to Long Term Succes…
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139. The Heart of Healing with Dr. Sanjay Bhojraj
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In this episode of The Lucra Podcast, Mindie sits down with Dr. Sanjay Bhojraj, a board-certified cardiologist and Functional medicine physician who blends conventional medicine with spiritual insight. After years of practicing in a system that prioritizes metrics over meaning, Dr. Sanjay shares what led him to step away from traditional medicine a…
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Send us a text Brian Akers and Paul Franco discuss the importance of starting to save early for retirement. They emphasize the need to maximize workplace benefits, such as 401(k) matches and health savings accounts, and to avoid debt. Brian highlights the significance of financial planning, including understanding one's job benefits and creating a …
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#690: Two Cents of 9/20 - Are You Ready For The New Cycle?; New All-Time Highs; How Rich Are We?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, Matt, Jake, and Rabih discuss what the Federal Reserve's latest interest rate moves mean for inflation, unemployment, and the broader market. They also talk about how financial markets are reacting t…
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Saturday, September 20th. Inflation: No surge in sight.
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Tariff-related inflation is unlikely to spike suddenly; instead, it’s expected to build gradually as companies cautiously adjust pricing to gauge market tolerance. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s recent decision to cut rates by 25 basis points. The show also explores the role of 529 plans in higher…
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September 20, 2025: Rates, Refinancing, and Raising Capital
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This week’s market spotlight is on the Federal Reserve, as they cut the Fed Funds rate by 0.25 percentage points—and, perhaps more importantly, signaled what could be ahead for future rate cuts. We also dig into the latest Retail Sales and Consumer Sentiment data. After the break, we shift gears to mortgage rates with Shanna Squires from Henssler M…
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What if the first five years of retirement are the most critical for your financial future? Tim Wood breaks down why a spending plan matters as much as an income plan, how “do nothing” or “do all” phases can impact your nest egg, and why annual reviews and flexibility are essential. Learn how side hustles, taxes, and Social Security interact, and d…
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The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman
28:33
28:33
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Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide …
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Today's Post - https://bahnsen.co/4nEivIn Friday Dividend Cafe: Analyzing the Latest Fed Rate Cut In this episode of Friday Dividend Cafe, host David Bahnsen delves into the recent Federal Reserve rate cut announced on Wednesday. He discusses the implications of the quarter-point reduction, detailing how the Fed’s decision impacts the market and th…
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Wealthyist E35 | Understanding How OBBBA Affects QBI & QSBS (PT 2)
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In this week's episode of the "Wealthyist" podcast, hosted by Dr. Brian Jacobsen, Chief Economist at Annex Wealth Management, with guest Brian Lamborne, Senior Wealth Strategist at Annex Private Client, discussion focused on Qualified Small Business Stock (QSBS) and comparisons to the Qualified Business Income Deduction (QBID) from their previous e…
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Market Update and Fed Rate Impact Discussion - September 18 In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group gives a market update on September 18th, detailing the DOW's performance with a rise of 124 points following the Federal Reserve's interest rate cut of 25 basis points. He highlights the positive movements in the S&P and…
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In this episode, Grant and Bill discuss the top city to retire in 2025, rents and reits, and tips on how to navigate a delicate conversation if you're still supporting an adult child.By Grant Dorhout
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High-Income, High-Risk: Protecting Wealth for Engineers & Physicians
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High-Income, High-Risk: Protecting Wealth for Engineers & Physicians Earning a high income doesn’t mean you’re financially bulletproof. In fact, engineers and physicians often face unique risks — from lawsuits and malpractice claims to concentrated stock positions, tax traps, and burnout. In this episode of Wisdom to Wealth, Drew [Your Last Name] s…
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Your Pension, Your Power: Maximizing Federal & Union Retirement Benefits
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If you’ve spent decades serving as a federal employee, union worker, postal carrier, or railway retiree — your pension is more than a paycheck. It’s your power. But without the right strategy, hidden taxes, survivor benefit traps, and costly timing mistakes can erode the retirement you’ve worked so hard to earn. In this episode of Wisdom to Wealth,…
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15 Years of Helping People Plan for Retirement: 5 Key Lessons
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Send us a text I’m George Jameson, CFP®, founder of Capital Wealth Group and host of Your Retirement Guide Podcast. In this episode, I share the biggest lessons I’ve learned over 15 years of helping clients retire—practical advice to help you avoid mistakes and enjoy the retirement you’ve worked hard for. Welcome to "The Retirement Guide" Podcast! …
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#126 - Early Real Estate Mistakes and Lessons Learned
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What separates pilots who want to invest from those who actually succeed? In this episode, Tait Duryea and Ryan Gibson share the real stories behind their first deals, the mistakes they made, and the lessons that still guide them today. From disastrous single-family rentals to managing multifamily properties, they explain why failure is often the b…
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Deciding what age to retire is about weighing the hidden costs of working longer against the freedom that comes with retiring on your own terms. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack the tax, health, and lifestyle tradeoffs of working past age 60, and how to build a balanced plan that supports both y…
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Downton Abbey fans, this one's for us! Who else is part excited and part sad about the Downton Abbey: The Grand Finale movie that's out now? Grandmama won't be in it, and I'll miss her sass keenly for sure! Summary In this episode, I talk about the threads of succession planning that run through the Downton Abbey storyline. The Dowager Countess, Vi…
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In this episode of Financial Futures, Ed Miller, Chartered Financial Analyst, dives into the Measured Wealth core portfolios, explaining how they are constructed, managed, and tailored to different risk tolerances. He discusses sector allocation, U.S. versus international exposure, fixed income strategies, and the economic indicators that guide por…
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Defining Success: Professional, Personal, and Financial
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Success means different things to different people, but have you ever stopped to define what it looks like in your own life? Is it financial freedom, meaningful work, a strong family, or simply living with integrity? In this episode, Rob explores how affluent families and different generations view success across professional, personal, and financi…
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The Hidden Medicare Penalty You Might Be Paying
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Think Medicare is free once you turn 65? Not quite. Many retirees are shocked to discover IRMAA—the Income-Related Monthly Adjustment Amount—a hidden surcharge that increases your Medicare Part B and Part D premiums if your income crosses certain thresholds. This can quietly shrink your Social Security check by thousands of dollars a year, and most…
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The Fed Just Cut Rates — Here’s How to Make the Most of It (Plus: How to Freeze Your Credit)
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Learn how the Fed rate cut impacts loans and savings, then find out when to freeze your credit and how to do it fast. What does a Federal Reserve rate cut mean for your wallet? Should you freeze your credit if an internet provider runs a soft pull? Hosts Sean Pyles and Elizabeth Ayoola kick off this episode with senior news writer Anna Helhoski to …
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