Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Financial Advisors Podcasts
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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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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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Money Maximising Advisors Limited, a trusted financial consultancy firm, operates in Galway, Dublin, Cork, Kildare, and Limerick. Our expert advisors offer personalized financial solutions to help you achieve your wealth and investment goals. Let us guide you towards financial success with our proven strategies and tailored advice.
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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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Investment Insights You've Never Heard
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
71
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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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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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Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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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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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
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Thoughts and interviews from the financial advice industry!
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Morgen and Pierre Rochard discuss common questions and concerns about Bitcoin. Send them your questions on Twitter!
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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Invest for a Sustainable Future
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Welcome to The Gray Divorce Podcast. Join Divorce Financial Advisor and Retirement Planning Counsellor Andrew Hatherley and guest experts as they help late life divorcees build the financial foundation for a meaningful life after divorce. There is life after divorce!
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City of CreativeOne Advisors Group. David Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investm ...
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1
The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Host Stacey Chillemi and Co-Host Lisa Urbanski share practical strategies and honest conversations on what it really takes to launch, grow, and scale a business that pays you back—in profit, time, and peace of mind. Expect real-world tools you can implement this week: 💼 Sales frameworks that convert (without pressure) 📣 Lead generation + marketing that brings qualified clients ⚙️ Systems + operations to scale without chaos 🧠 Leadership strategies for high-performing, drama-free teams ⏱️ Time ...
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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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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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7 Figure Advisor” is the go‑to podcast for driven financial advisors on their seven-figure journey who don’t want to compromise their family or their health. Hosted by Nick Davies, each episode explores the essential pillars of sustainable growth: proven strategies for scaling your business, leadership and team‑building best practices, and operational insights. You’ll also gain the mindset shifts that fuel long‑term success. With practical frameworks, real‑world examples, and actionable tact ...
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Invest for a Sustainable Future
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Dr. Vicki Rackner
029
Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.
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We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. The Influential Advisor Podcast, hosted by The McManus Brothers—Paul G. McManus and Gabe McManus, explores the art and strategy of authoritative positioning for elite advisors who want to rise above the noise. Each episode delivers actionable insights on how to amplify your expertise, elevate your visibility, and position yourself as the go-to ...
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Podcast by SYM Financial Advisors
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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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What does it take to succeed at the highest level in the world of financial advice? Let’s find out… High Performance Financial Advisor is the podcast for people working in financial advice in the US who want to find their next million dollar producer - or become one themselves. I’m your host, Tony Bates, and in each episode we’ll uncover the strategies and success stories that matter - from how million-dollar producers got to where they are today, how to grow your book sustainably, the best ...
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Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Ep 469: Specializing In (Sound) Income Sources For Retirees To Differentiate A $4B Advisor Enterprise with David Scranton
1:30:00
1:30:00
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Income-focused investing may seem old-school in a world dominated by total-return portfolios and model ETF allocations—but for some retirees, predictable cash flow is the key to peace of mind. This episode explores how a differentiated investment philosophy, rooted in individual income-producing securities, can become a powerful engine for both cli…
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The 3 Keys Every Financial Advisor Mastermind Must Have
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Nick Davies of 7 Figure Advisor joins David Desel on the Model FA podcast to explore the transformative power of masterminds for financial advisors and the critical importance of relationship-centric client service. Nick shares his journey from 20 years in banking across London, Asia, and Wall Street to becoming a Tony Robbins coach and ultimately …
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M&A Masterclass with Jon Kuttin and Frank LaRosa
51:58
51:58
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We are back with another episode of Quantum Growth for Financial Advisors! On this episode, we give our Quantum Growth listeners a special treat with a guest episode featuring Jon Kuttin on AdvisorTalk with Frank LaRosa. Frank goes deep with Jon on why he believes he has been so successful acquiring practices over the years The post M&A Masterclass…
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The Six Defining Trends Shaping Financial Advisors in 2025
51:18
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Show Highlights Include: 00:00 – Introduction & Why These Topics Matter Frank and Stacey explain why this episode focuses on the six themes that got the most traction from advisors in 2025. 03:28 – Data as an Asset and Its Impact on Valuation Why CRM, data quality, and accessibility now play a major role in how buyers evaluate advisory firms. 08:10…
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Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity
45:13
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With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners Overview Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience. Watc…
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Am I Better Off With You... or Without You?
14:48
14:48
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Doctors don't usually say this out loud — but they're always asking it: "Am I better off with you... or without you?" In this episode, Dr. Vicki Rackner explores what that question really means, drawing parallels between medicine and financial advice. This conversation is about trust, shared decision-making, and professional integrity — not tactics…
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Mentorship and Success: Veronica Karas on Building a Legacy
39:38
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Keywords financial advisor, women in finance, mentorship, client acquisition, financial literacy, career success, overcoming challenges, networking, self-promotion, work-life balance Summary In this episode of the High Performance Financial Advisor podcast, host Tony Bates interviews Veronica Karas, a principal certified financial planner at CapTru…
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Financial Advisors React to Funny Money Videos
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We are back with another hilarious react episode, breaking down some of the most interesting financial content circulating online. From fake finance TikTokers claiming to make "$3 trillion in 6 seconds" by watching "green line go up" to made-up investment jargon like "bifocal heritage savings trusts" and "septic IPAs," we share the importance of cr…
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Episode 87 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
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This week, Laura and Jeremiah Lee break down the pivotal life moments when hiring a financial advisor isn’t just smart—it’s essential. From navigating complex financial decisions to building a trusted financial team, they reveal what really sets qualified advisors apart. You’ll learn why personalized guidance matters most during major transitions a…
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Financial Freedom Made Simple for Real People
43:21
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Host Stacey Chillemi sits down with CFP® Jeffrey Panik to break down money, debt, and retirement in plain English so you can finally feel in control of your finances. If money stress keeps you up at night, this episode hands you a step-by-step game plan to get organized, get intentional, and get ahead. You’ll learn: 💳 How to stop drowning in credit…
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Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
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In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own. For full show notes, see kitces.com and thesocietyofadvice.com.
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A Wall Street Journal column argues that younger investors are turning to options, crypto, and betting as a rational response to a “rigged” economic system. Don and Tom aren’t buying it. While acknowledging real headwinds—student debt, housing costs, wage gaps—they dismantle the idea that gambling is an intelligent adaptation. Drawing on history, l…
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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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The Independent Advisors Podcast Episode 332: 2025, A Year of Surprises
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If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good f…
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Retirement Finances Whether You're Married, Separated, or Single - 561
53:39
53:39
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Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? Plus, Famous Missourians want to know, how much is enough for retirement and when can you take your foot off the gas? Can Paul with the Big Wallet Bridge the long gap between retiring and cla…
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Women, Business & Motherhood: What It REALLY Takes to Build Your Dream Business
33:28
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Starting a business is hard. Starting one while raising kids takes a different level of courage—and a strategy that protects your mental health. In this episode, Stacey Chillemi talks with Kasia Bromley, founder of ACAI Outdoorwear, about what it actually looks like to build a women-focused outdoor apparel brand while raising a young family. Kasia …
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The Secret to Affordable Healthcare & Will Mortgage Rates Go to 5% Soon?Wes Moss reveals a critical, little-known healthcare secret that can save early retirees, job-leavers, and other Americans thousands of dollars a month on medical coverage before age 65. Hear the incredible story of Rebecca, who thought she was stuck paying $2,500/month for COB…
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Maximize Our Assets and Optimize Our Taxes
24:03
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We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement. Have a money question? Email us here…
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Cut to the Chase Sales: Handle Objections, Build Urgency, and Close Confidently (Roger Knecht)
33:06
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If you freeze the second someone asks, “What does it cost?”—this episode fixes that. Roger Knecht, President of Universal Accounting Center, breaks down the “Cut to the Chase” sales process that helps you lead the conversation like an expert, turn objections into momentum, and close with confidence—without pressure, awkwardness, or sounding scripte…
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Chief Consciousness Officer: The Next Leadership Role Companies Will Need (Charlie Johnson)
32:04
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Companies are spending big on leadership training, wellness initiatives, and culture programs… and still watching teams stay stressed, divided, and stuck. Charlie Johnson says the problem isn’t the program. It’s the container. People’s minds are already full—so nothing new actually sticks. In this episode, Charlie introduces a bold, timely concept:…
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How Delgado Stone built a BHAG, tighter communication, and a repeatable execution system—while growing 10–15%.
39:05
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Growth is great… until it gets messy. More orders, more people, more pressure—then suddenly the CEO is firefighting all day and the team drifts out of alignment. In this episode, Mike Wolf, CEO of Delgado Stone, shares what it really takes to scale up after founder succession—and why strategic planning is useless unless you have a how-to execution …
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Streaming was supposed to save us money. Instead, it quietly rebuilt cable… with better branding and worse self-control. Don and Tom trace the journey from rabbit-ear TV to today’s subscription sprawl, where “it’s only $14 a month” quietly becomes hundreds per year. They break down why streaming costs have exploded faster than inflation, how duplic…
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If leadership is draining you, this episode will help you reduce team burnout by creating alignment you can feel—starting this week. Lisa Urbanski talks with Rhonda Parmer, leadership alignment coach and creator of the EASE method, about a simple weekly check-in framework that builds clarity, ownership, and momentum. You’ll learn 👇 🧠 How to spot mi…
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Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
22:05
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Key topics covered include: -How to match CRM platforms to firm size, growth trajectory, and long-term vision. -Why integration and automation are critical to improving operational efficiency. -The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce. -How clean, connected data enhances client experience and…
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How Couples Actually Talk About Money | Making a Millionaire
48:43
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Nathyn (29) and Indie (29) might have a positive net worth, but their fears leave them feeling negative about their money conversations. Indie worries about the now, while Nathyn focuses on the future. We sit down to find the balance between both perspectives. From emergency fund to retirement savings to auto loans, we talk through their full finan…
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12.22.25 Avoid Fraud 2 Ways / The Outlook On Gas Prices
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Criminals are working overtime to separate you from your money this holiday. Today, hear about the fake online merchant reps ripping people off - and why you should discontinue a common ecommerce practice permanently. Also, Clark updates where we are with gas prices and the factors influencing what you pay at the pump. Fraud Alerts: Segment 1 Ask C…
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Untangle Your Relationship with Money for Better Mental, Emotional, and Financial Well-Being
38:19
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Learn how to navigate job loss and reshape your money mindset to feel more in control — emotionally and financially. What should you do with your money after losing a job? How can you feel better about money and stop stressing about finances? Hosts Sean Pyles and Elizabeth Ayoola discuss managing job loss and improving your relationship with money …
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I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen? Have a money question? Email us here…
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The Holiday Kickoff Special: 2025 Lessons, Risky Bets, and an Alaska Surprise (SB1777)
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It's the most wonderful time of the year in the basement, and we're kicking off the holiday season with our biggest, most packed episode yet. Joe Saul-Sehy, OG, and Neighbor Doug welcome Joel Larsgaard and Matt Altmix from the How to Money podcast for a year-end celebration of everything that mattered in money during 2025. Think of this as the holi…
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5 Executive Nightmares Keeping CEOs Up at Night (And the HR Fix That Protects Profit)
24:26
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What’s really keeping executives up at night isn’t “the economy”—it’s the hidden people-costs destroying profit: turnover, misaligned HR, talent flight, and operational chaos. In this episode, Yara Banks (CEO & Founder, BNX Business Advisors) breaks down the Top 5 executive stressors—and the straight-line strategies leaders can use to protect margi…
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248: The 50 Year Mortgage and other Mortgage Strategies
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Mortgage rates are finally becoming affordable again and there a range of options for existing homeowners and potential buyers. This week, we are joined by mortgage expert Makeda Fryson of Greenway Mortgage, who leads us through strategies for every borrower.By The North Star
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“I’m 61 and my husband is 65. We’ve saved about a million dollars, but we’re worried about taxes eating into our retirement income. How do we make our money last and stay tax-smart?” We’re answering YOUR questions on this week’s Get Ready For The Future Show! Can you really trust retirement calculators that project $2.5 to $3 million by age 65 — or…
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Topics we're pulling from the 401k rags: 🔥401GO just locked in a $33M series B what this means for advisors and platforms.💡BNY Mellon is stepping up with contributions to employees’ Trump accounts. 🏆 Proven strategies to ace the finalist presentation and close more 401(k) plans?By Retireholics
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2026 ERP Trends & Predictions Part 2 - The ERP Advisor Podcast Episode 131
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During Part 2 of this year’s ERP Trends & Predictions event, Shawn Windle, The ERP Advisor, and Rebekah McCabe, ERP News Analyst, divulge their predictions for the major ERP vendors in 2026. Their predictions include vendor investments and strategy including “Agentic AI,” and “Business Automation,” as well as a roadmap for navigating ERP in 2026’s …
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Episode 97 - Keep the IRS from being your Biggest Beneficiary
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As tax season looms, there is one thing most people are thinking about: Keeping the IRS out of their pockets! That’s why this week Randy Barkley and Jeremiah & Laura Lee break down what really happens—tax-wise—when you inherit money, investments, and other assets.They walk through step-up in basis for stocks and real estate, why some taxes effectiv…
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Episode 96 - The Weakest Link in Your Estate Plan
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In Episode 96 of Building Wealthy Habits, Randy Barkley and Jeremiah & Laura Lee unpack what real estate planning looks like in today’s world—beyond a stack of documents in a binder.They talk through why the best estate plans are less about legal checklists and more about clear communication, access, and preparing the next generation for the respon…
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In this holiday Friday Q&A, Don opens with a festive announcement about Season’s Readings—now Apple-featured and temporarily commercial-free—before diving into listener questions on fixed annuities versus CDs, a creative (and complex) 529-to-Roth strategy tied to Georgia tax deductions, simplifying IRA management and RMDs at Schwab or Vanguard, the…
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Cash Balance Plan or HRA? A Tough Call for United Pilots
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14:14
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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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Growth on Your Terms: Aaron Sherman on Independence
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Aaron Sherman has never been interested in chasing growth for growth’s sake. In this episode of The Advisor Journey, Aaron, president of Odyssey Group Wealth Advisors, shares how his firm chose a slower, more intentional path—one centered on deep client relationships, long-term clarity, and values-led decision-making. Aaron walks through his journe…
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In this episode of Fastest Four Minutes in Finance, Scott Inman breaks down LPL Research’s 2026 Market Outlook, which pushes back against recession fears while acknowledging a slower pace of growth ahead. According to LPL, the U.S. economy may cool early in 2026, but resilience from AI-driven investment, fiscal spending, and easing monetary policy …
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Accessing Venture Capital Like a Pro | AWM Insights #232
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down how to approach venture capital with an institutional mindset. They explore the necessity of true diversification, the power law behind outlier returns, and the importance of gaining exposure to innovation hubs rather than chasing the l…
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The 5 Secrets We’ve Learned in 50 Years of Financial Planning
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After nearly 50 years of combined experience managing people's finances through market highs, lows, triumphs, and tragedies, we are pulling back the curtain on the five most powerful secrets we've discovered about building wealth. These aren't complicated investment strategies or get-rich-quick schemes. These are fundamental truths that separate th…
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Real Values, Real Results: Company Culture and Values-Based Leadership
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What makes company values real—and why do some organizations thrive while others quietly lose trust, talent, and integrity? Host Lisa Urbanski sits down with David Cohen to break down what authentic company values look like in action, why values must apply to everyone (not just frontline staff), and how “values-based hiring” can dramatically improv…
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12.19.25 Clark Answers His Critics on Clark Stinks / For Christmas Procrastinators
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in today’s episode: What if you still haven't completed your holiday shopping? Will you have to pay more this close to Christmas? Yes AND No. Clark Stinks: Segments 1 & 2 11th Hour Retail Strategy: Segment 3 Ask Clark: Segment 4 Ment…
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Where to Invest in 2026 After This Year’s Market Volatility
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Market volatility has left its imprint in 2025. Turbulence from tariffs, tech, and more have shaken investors’ confidence at times. Many folks looked for safety during those down periods. Yet, the US stock market overall has delivered a strong performance. So, who are the leaders and laggards as this year comes closer to wrapping up? And what shoul…
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Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions? Have a money question? Email us here…
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What 2025 Taught Us About Money (And What Actually Matters for 2026) SB1776
1:07:56
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Before you charge into a new year with fresh goals, shiny spreadsheets, and unrealistic optimism, it's worth doing the one thing most people skip. Looking back honestly at what just happened. Joe Saul-Sehy, OG, Neighbor Doug, Paula Pant (Afford Anything), and Jesse Cramer (Personal Finance for Long Term Investors) gather for an end-of-year roundtab…
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From Survival Mode to Spirit-Led Strength with Toni Smith
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If you’re stuck in survival mode—holding everything together for everyone else while quietly falling apart inside—this conversation is for you. Host Stacey Chillemi sits down with Toni Smith, minister, speaker, author, entrepreneur, and founder of God Lifted Life, to talk about what it really takes to move from chronic stress and emotional overload…
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