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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MY Wealth Planners Podcasts
Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Inspiring empowering and transforming black women in the journey to wealth creation
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Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and b ...
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The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at [email protected] with any ...
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He's also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step. We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life ...
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Financial Confidence for High-Achieving Women | Money Mindset and Wealth-Building Tips for WOC Entrepreneurs
Taryn T-Money$ Ferrer | Financial Wellness Coach
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Are you overwhelmed by the constant juggle of scaling your business and managing your personal finances? Tired of the cycle of over-saving, splurging, and guilt after every big purchase? Or maybe you’re always second-guessing your financial decisions, wondering if you’re doing enough to build wealth and secure your future? Hey girl hey…welcome! The Financial Confidence for High-Achieving Women podcast is where we’ll dive deep into positive money mindset, wealth-building strategies, and inten ...
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Highly Sensitive Money for Highly Sensitive People who want to align their values with their money
Diana Gisel Yañez, CFP® - money coach and investment manager
061
Highly Sensitive Money gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values. Join me, Diana Gisel Yañez, CERTIFIED FINANCIAL PLANNER™, as I coach HSPs, interview experts, and share my own journey discovering the gifts of my sensitivity and how it relates to money. Each season is released as it’s ready in weekly batches.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Playing music for live audiences is one of the most rewarding things on the planet. In this podcast, we dissect everything that goes into being a successful gigging musician.
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Accounting Insider is a podcast for masters of their own destiny to learn how to build wealth - from an expert who has done it for himself, and his clients. Kym Nitschke is a different kind of accountant - yes, he's a chartered accountant and financial planner, but he's also a property developer, licensed builder and investor. The Accounting Insider podcast not only reveals Kym's insights into business and wealth growth, but also puts a spotlight on his clients and other successful entrepren ...
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Plenty of books, podcasts and blogs focus on building wealth – and that's great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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Work House Blues is my personal financial journey. At 40 years old, I have been very fiscally irresponsible. I have massive amounts of debt and no savings to speak of. Join me as I figure out the world of investing and work to grow my wealth. Please note, nothing in this pod cast is investing advice. I am not a financial advisor. This is merely my personal journey and my personal opinions. If you are interested in investing yourself, please consult a financial planner.
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Money can often feel like a mysterious, taboo subject that we're reluctant to discuss with our friends and family. It's often seen as rude or unsavoury to talk about finances openly, but I'm here to change that narrative. Money doesn't have to be complicated, though it's not necessarily easy either. It all comes down to making those small, consistent steps that can shape your financial future. With over 20 years in finance, five years as a mortgage broker, and running my own finance and mort ...
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Real Money, Real Life™ with Linda Grizely Money isn't just math -it's mindset, memories, and sometimes, a little mayhem. Hosted by financial educator, motivational speaker, and MeMoney™ guide to financial clarity, Linda Grizely (also your no-fluff, dry-humor money bestie), this podcast cuts through the noise to talk about money and the messy, human stuff that comes with it. Each week, we'll tackle real-life financial topics - from budgeting and debt to values-based planning and emotional spe ...
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Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company's financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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There are lots of universal things that people can do, which make up a large proportion of the recipe for financial success, that are much simpler than you think. Rather than keep them to myself and share them only with my clients, I want to share them with you to help educate, encourage and give you the confidence to take action. Welcome to James Talks Finance, the show where we aim to simplify the world of personal finance and financial planning to enable you to get control and take action ...
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PLAN GOAL PLAN | Goals, Transformation for Women, Mindful Time Management, Balance, Working Moms
Danielle McGeough, PhD | Burnout Recovery Strategist
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** Top 1.5% Globally Ranked Podcast ** You know that feeling—when life looks full of achievement, but something inside still feels... off-script? Welcome to the Plan Goal Plan Podcast, where we turn planning and goal setting into a ritual of self-revelation and intentional living. I’m Danielle McGeough—professor, mom, recovering overachiever, and ritual nerd. After years of chasing big goals and crossing off endless to-do lists, I hit a milestone—and felt completely unmoored. That’s when I s ...
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Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one's business and life. To our advantage, we can find King Solomon's financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the "get-rich-quick" schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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This week on the Wealth Builder podcast Nick talks to Ange Belot from Cheeky Kookaburra on starting and growing a successful small business. Need help? - Learn about our Wealth Builder program Subscribe to our weekly GainingCHOICE email General advice disclaimer
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Small Steps, Big Momentum: Hitting Your Goals As a Full-Time Working Mom with Kerri Patt | Ep. 269
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Ever wondered what would happen if you stopped running on fumes and started living on purpose? Well, you’re in the right place! In this episode, I get to chat with the amazing Kerri Patt—a coach, podcast host, and all-around champion for working moms who want to reclaim their calm, set boundaries that actually stick, and find rhythms that nurture b…
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Rethinking Charitable Giving with Sarah Olivieri | Ep 19
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Episode Description: In this episode of Real Money, Real Life™, Linda Grizely sits down with nonprofit expert Sarah Olivieri to break down one of the most misunderstood parts of charitable giving: why unrestricted donations and funding operations actually create the greatest impact. Together, they explore how donors can rethink the way they give, w…
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The 4-Pot Principle for Building Capital (Without Overthinking It) | S01 E06
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Most people overcomplicate saving and investing, but building capital doesn’t need a spreadsheet, a formula, or a wall-sized chart. In this episode, James breaks down a simple four-pot system that helps you stay prepared, stay flexible, and steadily build your wealth over time. He explains how to structure your money into: Pot 1: Your emergency fun…
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The cost of kids, spending more, and how to buy a car
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Dr. Dan and Daniel discuss the cost of kids, spending more, and how to car shop. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consultsBy MY Wealth Planners
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Why You Need to Check Your Loans URGENTLY! APRA’s New DTI Rules
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In this urgent episode of SugarMamma’s Fireplay, I sit down with senior mortgage broker John Micalizzi from Blue Lantern Home Loans to unpack APRA’s new Debt-to-Income (DTI) rules – what they mean, who’s most at risk, and why you cannot afford to ignore your numbers. John can assist you with any concerns regarding your DTI. John' contact details: j…
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1117-I Started a New Business! (please help me)
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I started a new business to massively improve the world of language learning for children. Will you please help me perfect it as a beta tester? www.EchoLingoApp.com/RPF
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START HERE: Downsizing for Retirement: How to Turn Your Home Equity Into Financial Freedom
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In this Start Here episode, Canna answers Pamela’s question: “I’ve only got $77,000 in super and plan to retire in three years at 65. My home is worth $3 million, but most of my money is tied up in it. I’m considering downsizing — what do I need to know to make this money last?” Canna explains: How the Downsizer Contribution rules work and who qual…
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Why Monte Carlo Simulations Get Retirement Risk Wrong
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Ever been terrified by those retirement calculators showing a scary chance of running out of money? That's Monte Carlo simulations at work—spinning wild "what-if" scenarios that often paint a doom-and-gloom picture far worse than reality. In my latest video, we'll debunk why most of these simulated failures could never happen in real life, how they…
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Unlocking Limitless You: Yvonne Trost on Self-Love, Subconscious Reprogramming, and Living Your Purpose | Ep. 268
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Hey friends, Danielle here! In this episode, I sit down with the incredible Yvonne Trost—transformational leader, happiness coach, and co-founder of Limitless You. Yvonne’s journey from divorce and single parenting to leaving a successful career for her true calling is nothing short of inspiring. We dive deep into the myths around self-love (spoile…
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David Chilton: Safe Withdrawal Rates, ETFs, & Finding Purpose Before and After Financial Independence
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One of my favourite types of interviews is when I get to interview someone who has hit their financial independence or retirement number early, and then picking their brain on how they got there, what worked well for them, what didn't, what mistakes they could have avoided, and learning what makes them feel happy and fulfilled both before and after…
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Death Manuals, Donor-Advised Funds, and the Legacy You Leave
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Most people don’t give at year-end because they’re saints. They give because of taxes… and then hope the IRS sees it the way they do. In this episode, I bring back estate planning attorney Griffin Bridgers and walk through year-end giving in four parts: Hook & Setup, The BS We’re Fed, No BS Reality, and Do This Next. In the Hook & Setup, we talk ab…
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E284: Key Financial Numbers for 2026 – What Changed and What It Means for You
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Staying ahead of the numbers that affect your financial planning can save you money and stress. As we move into 2026, several important contribution limits, tax brackets, and thresholds have been adjusted for inflation.By Michael Reynolds, CFP®
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In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia earnings call, and the November rout in cryptocurrencies. RESOURCES: Boom, bubble, bust, boom. Why should AI be different? crazystupidtech.com/2025/11/21/boom-bubble-bust-boom-why-should-ai-be-different/…
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The Source of the Next Market Crash? - What are Private Equity and Private Credit
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In this episode, we break down private equity and private credit—two fast-growing but often misunderstood parts of the investment world. We explore how they work, why super funds love them, and why private credit might be the most likely trigger of the next market downturn. Subscribe to our weekly GainingCHOICE email General advice disclaimer…
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Why You Can’t See Time (And Why It’s Not Your Fault): My Ritual Reset for Time Blindness | Ep. 267
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Welcome to this episode where I get real about time blindness—why it happens, why it’s not your fault, and how I’ve learned to work with it instead of against it. As a woman who juggles multiple calendars and responsibilities, I know firsthand how slippery time can feel. I’ll share my own experiences, the science behind why our brains struggle with…
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Equity Compensation Made Simple with Josh Radman | Ep 18
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Episode Descripton: In this episode of Real Money, Real Life™, Linda Grizely sits down with Josh Radman, CFP®, EA and Founder of Presidio Advisors, to break down the confusing world of equity compensation — RSUs, ISOs, NSOs, vesting schedules, exercising options, and more. Josh shares how his own experience receiving equity at tech companies reveal…
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How Often Should You Check Your Finances And How to Accelerate Your Growth | S01 E05
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With apps constantly pinging us, it’s easy to feel like you should monitor your finances every day. But you don’t need to. In this episode, James breaks down a clear, simple routine for keeping your money on track without letting it take over your life. He explains what to check weekly, monthly, bi-annually, and annually. From day-to-day spending a…
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Alternative investments, planning to retire early, and planning for the realities of long term care
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Dr. Dan and Daniel discuss alternative investments, planning to retire early, and planning for the realities of long term care. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
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Let’s Talk Money, Honey — How to Have Financial Conversations Without Guilt or Awkwardness [Ep 32]
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Talking about money doesn’t have to end in tension, guilt, or avoidance. Whether it’s your partner, your best friend, or a bridesmaid in your wedding party, honest money conversations build trust—and protect your peace. In this episode, Taryn “T-Money$” Ferrer shares practical ways to start transparent financial conversations, even when it feels un…
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ASK ADAM: When and how to upgrade the family home without going broke
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Your favourite Mortgage Broker is back, Adam McCabe from Blue Lantern. One of the best Mortgage Broking firms in Australia and the most experienced. Today we get to ask Adam about upgrading the family home...when is the right time to make the big move and what is the best and safest way to make this happen as smoothly as possible. In this episode w…
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START HERE: How to Talk to Your Parents About Money (Without Starting a Fight)
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In this heartfelt Start Here episode, Canna answers a listener’s question about how to talk to ageing parents about money — especially when you’re worried they might make risky decisions around super or retirement. Canna explores how to start these sensitive conversations with empathy, respect, and confidence. She shares practical tools and scripts…
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From Overwhelmed to Empowered: Life Coach Michelle Gauthier on Beating Burnout, People-Pleasing, and Creating Work-Life Balance | Ep. 266
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In this episode, I sit down with Michelle Gauthier—life coach, podcast host, and former corporate leader—who has made it her mission to help busy women like us reclaim peace, purpose, and balance. Michelle shares her own story of moving from corporate burnout and overcommitment to building a life filled with intention, spaciousness, and joy. We div…
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Inflation Sucks. Markets Are Wild. Here’s Why I’m Still Thankful. | Let's Get Real Ep. 27
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Thanksgiving hits different when you’re the one holding everything up. The bills, the business, the team, the family. And then people tell you, “Be thankful.” In this episode of Let’s Get Real, I sit down and talk honestly about gratitude in a messed-up economy — not the Hallmark version. I walk through what I’m genuinely thankful for as a husband,…
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Thanksgiving Money Triggers: Boundaries, Shame, Peace W/ Rachel Duncan
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This one’s for anyone walking into Thanksgiving with a pit in their stomach about money. You know the drill: old stories, old roles, and fresh triggers. I brought financial therapist Rachel Duncan back to help us keep it real at the table—and keep our dignity intact. We break down why holidays wake up your oldest money wiring. Families “snap you ba…
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The 5 Retirement Questions Smart People Ask
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Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com We've all heard the saying there is no such thing as a bad question, but in retirement planning, some questions are definitely better than others. In this episode, Lee explains the five questions smart investors ask and explains h…
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E283: What is a Roth Conversion (and How Do I Use It)?
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A Roth conversion can be a powerful tool in your financial planning toolkit. But like most financial strategies, it's not right for everyone, and the timing matters considerably.By Michael Reynolds, CFP®
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This week on the Wealth Builder podcast Nick and Paul discuss the topic of the moment - are stock markets, particularly the US market, in an AU fuelled bubble, with an inevitable bust somewhere on the not too distant horizon? Need help? - Learn about our Wealth Builder program Subscribe to our weekly GainingCHOICE email General advice disclaimer…
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"An Old-Fashioned Thanksgiving" by Louisa May Alcott
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Today, in celebration of the American holiday "Thanksgiving Day," I want to share with you a recording of short story written by Louisa May Alcott, called "An Old-Fashioned Thanksgiving." The audio file has no commentary—it's merely an unabridged reading of the story—and is suitable for you to share with your children as a worthwhile story to enjoy…
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Bold Goals vs. Realistic Goals: How I Transformed My Life by Embracing the Impossible | Ep. 265
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Hey friends, in this episode, I’m diving deep into the science and soul of setting bold, impossible goals versus those safe, realistic ones. If you’ve ever wondered why chasing a big dream feels both thrilling and terrifying, you’re in the right place! I’ll share the seven science-backed differences between realistic and impossible goals, and how y…
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The Best Gift You Can Give Your Loved Ones Before You Die with Cyndy Wulfsberg | Ep 17
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Description: What if the most loving thing you could do for your family had nothing to do with money -and everything to do with preparation? In this powerful episode of Real Money, Real Life™, Linda Grizely sits down with Cyndy Wulfsberg, to talk about end-of-life organization, legacy clarity, and the emotional peace that comes from planning ahead.…
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The Financial Rules of Thumb That Actually Make Life Easier | S01 E04
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Rules of thumb aren’t perfect, but they can make your financial life a whole lot simpler. In this episode, James breaks down the most useful principles to guide your decisions, from building a solid emergency fund to using the 50/30/20 rule as a starting point for budgeting. He explores the 1-month and 5-year rules for smarter spending, the power o…
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Dr. Dan and Daniel take the Thanksgiving Holiday week to have a "50 Fires" style discussion. 50 Fires is a terrific podcast by Carl Richards, a writer for the New York Times and best-selling author, where he interviews creatives and bright minds on their thoughts and experiences with money. Dr. Dan and Daniel take the opportunity to ask some of the…
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Why You Need to Start Investing Now (with Michael McCarthy from moomoo)
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In this week’s episode of SugarMamma’s Fireplay, proudly supported by moomoo, I sit down with influential veteran investor Michael McCarthy to talk about something that’s never been more important getting started with investing. We break down why investing is no longer optional in today’s world, the growing wealth gap between investors and non-inve…
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START HERE: Should I Get Income Protection Insurance? How to Protect Your Income Without Breaking Your Budget
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In this empowering Start Here episode, Canna answers a listener’s heartfelt question: “Is income protection worth it — even if it means slowing down my mortgage-free goals?” Canna breaks down what income protection really is, why it matters, and how to make it work within your budget, not against it. From holding cover inside super to adjusting wai…
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The Enough Equation: Redefining Success, Wealth, and Happiness with Will R. Young | Ep. 264
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Hey friends! I am SO excited to share this episode with you! Today, I had the absolute pleasure of chatting with Will R Young—he’s a behavioral finance expert, a practicing stoic philosopher, and the author of “The Enough Equation.” in today's episode, we deep into the big, juicy question: What if the real secret to a meaningful life isn’t having m…
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Coach Or Planner? The Truth About Getting Your Money To Move | Let's Get Real Ep. 26
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Most owners wait to hire a planner until everything is “ready.” That’s how you stay stuck. I asked my communities why more people aren’t working with planners and the answers were clear. Not enough money yet. Bad advisor experiences. Confusion about what planners actually do. I lay out the truth and the path forward. This is an audio-first breakdow…
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As we wave goodbye to 2025, I'm taking time to reflect on the financial journey we've all trekked this year. This has been a mixed bag of unexpected aha moments and those little nudges to keep us grounded. Managing money isn't about flashy moments; it's about the steady, everyday stuff that actually gets you somewhere. Today, I'm sharing what 2025 …
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When the Body Speaks: Functional Medicine & Somatic Wisdom with Dr. Kaeri Schaefer
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When the Body Speaks: Functional Medicine & Somatic Wisdom with Dr. Kaeri Schaefer Kaeri Schaefer brings us “collaborative understory medicine”—a root-cause, relational approach that treats symptoms as body communication. Today we cover Kaeri’s path from family medicine residency to functional medicine, bodywork, and somatic practice, and how this …
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Wills, Trusts, and Buy-Sell Mistakes You Can’t Afford W/ Griffin Bridgers
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If you’ve been punting your estate planning all year, this is your wake-up call. In this episode, I bring in Griffin Bridgers—a recovering attorney who lives in this space—to tear down the myths and get you moving before the holidays eat your calendar. We get real about why estate planning slips to the bottom of the list: nobody wants to think abou…
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E282: How to Use the "Rule of 55" for Early Retirement
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Most people believe their retirement accounts are completely off-limits until age 59½. But there are several ways to access your retirement funds earlier, including something called the Rule of 55.By Michael Reynolds, CFP®
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The Hidden Cost of Every Decision: Understanding Opportunity Cost
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In this episode, we dive into the real power of opportunity cost and how it shapes every financial decision — from insurance and investing to lifestyle choices and where you keep your savings. Learn how recognising trade-offs can help you make clearer, more intentional decisions and ensure your money is working toward what matters most. It's a fres…
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Why Your Planner Isn’t the Problem: Rethinking Systems for a More Connected Life | Ep. 263
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15:54
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Hey y’all. This week, we’re talking about one of my favorite topics: planners and systems! If you’ve ever had a drawer full of half-used planners or too many digital apps that promised to “fix your life,” this one’s for you. I’m diving into why we’ve been taught to chase control—and what happens when we trade that for connection instead. In this ep…
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Family Wealth Strategies with Penny DiGiovanna | Ep 16
34:27
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Episode Description: In this episode of Real Money, Real Life™, Linda Grizely sits down with Penny DiGiovanna, Founder and Family Wealth Strategist at Financial Planning By Design. Penny shares her approach to helping families align their financial planning with their values, and the importance of thoughtful, multi-generational wealth strategies. W…
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Why Business Owners Have the Edge in Financial Planning | S01 E03
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Running your own business isn’t just about freedom; it’s about opportunity. In this episode, James breaks down the unique financial advantages that come with being a business owner, from greater flexibility and control to smarter tax planning and long-term wealth building. He shares how to think strategically about both your business and personal f…
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50 Year Mortgages, Asking for a Raise, and Looking for Other Opportunities
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Dr. Dan and Daniel discuss the proposal to introduce 50 Year Mortgages into the housing market, the process of asking for a raise, and things to consider when looking for other opportunities. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://ca…
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