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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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Welcome to analog advisor, a podcast about the way money shapes our lives, relationships and society. Join us as we explore the nuances of living an analogue life in an evermore digital world.
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Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Welcome to "The Caring Advisor", I'm so glad you're here! I'm Elizabeth Brickman, "The Caring Advisor"! This podcast is for those who long to experience financial happiness God's way. I'm a former finance professional, credentialed in biblical finance. Ten years ago, I left private practice to write books, because I want all of us, not just those who sat at my desk, to develop an increasingly wonderful and holy relationship with money. We will talk about how to resist financial headwinds tha ...
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I'm LJ Aviles and on this podcast we talk about the best ways to grow Online Businesses, Having a Cash Flow Side Hustle with Profits, and Affiliate Marketing. VIP means Visualize Incredible Profits, and we help you learn how to build wealth for you and your family. You can learn about how we can partner together to help You have an Automated Online Business starting Today at https://SuccessPartnerSystem.com NOTE: I am not a financial advisor. The content in this podcast is for information, e ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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Starting and running a business or managing one isn’t for the faint of heart. You’re balancing internal and external forces in a continually changing landscape. You’re building strategies, and banking on the future – no matter what it holds. This is where Cadence Bank’s In Good Companies comes in. We share our wealth of knowledge, and insights from noted industry experts, to guide you through the forces shaping business today. We’re back for Season 6, and this time, we’re setting our sights ...
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Financial behavior, entrepreneurship, and the path to success in what we like to call the Good Life! Investment advisory services offered through Wealth Watch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and The Solomon Group are independent of one another. Please note, registration with the SEC does not denote a specific skill level or guarantee the success of a particular investment strategy.
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A show where we highlight the intersection of innovation, leadership, and collaboration in the middle market. We aim to demonstrate the depth and breadth of our dimensional perspective, proving the power of big picture thinking in navigating today's complex landscape. Join us as we explore the ideas, trends, and strategies shaping the investment banking & advisory landscape, and discover the company we keep along the way.
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Simple Wealth Planning LLC. www.gentlemanspeculator.com
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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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Adam Fishman (author of a top business newsletter on Substack with 10K+ subscribers) interviews executives, entrepreneurs, and company leaders in technology companies who are also fathers. They discuss the tough aspects of work, parenting, family, the mistakes made and lessons learned along the way. startupdadpod.substack.com
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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Richard C. Wilson, CEO of Family Office Club
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place. Our pro ...
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We take notes on the best podcasts so you don't have to. Subscribe to this playlist in your podcast app to automatically get all the episodes we've taken notes for along with the notes themselves! The latest for the tag BUSINESS
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Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA. We'll teach you how to reduce taxes and increase income so you can have a bigger impact on your family, friends and the causes you believe in.
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Financial Planning for Parents with Adult Children Welcome to our podcast where we help parents navigate retirement with their adult children. We teach you have to save for retirement, pass on wealth, and embrace family dynamics. Each episode we tackle real life situations and relate them to the 4 pillars of Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, who has ser ...
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In this award-winning show, CPA Richard and Joe bring on excellent and interesting VIP guests and experts to discuss a wide range of topics ranging from great financial advice for family offices to guests from the worlds of entertainment, health, law, philanthropy and relevant areas about our lives, leisure, legacy and beyond. Whether financial expert or notable guest, listeners are treated to great informational and spontaneous, entertaining conversations. See awards at http://www.iymoney.c ...
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Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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You’re a busy mum, juggling 100 things at once. Taking time for yourself is often the last thing on the list. If you feel the ‘mum guilt’, a bit overwhelmed and want to feel like a better version of you- you’re in the right place. Join Amanda, mum of two, PT, nutrition and weight management advisor, PE teacher and lifelong happiness advocate, as she shares simple and sustainable ways to help mums prioritise their own health, fitness and happiness, because if you feel great, you thrive and so ...
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"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.
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Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.
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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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Welcome to Leadership Rising - the podcast from Accelerate Leadership Group. The voices of Leadership Rising: Jim Urban, a passionate and highly skilled communicator and leader. Jim is also a licensed therapist, group private-practice owner, and specialist in working with couples and business leaders. He has a high level of training in individual and organizational psychology, relationships, and conflict-resolution. Rebecca Schleifer, - her mission in life is simple... to teach people how to ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding per ...
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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The show where we talk with successful independent financial advisors about how they approach their businesses, client relationships, and the underlying behaviors that have helped them achieve success.
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EVERY MONDAY A NEW EPISODE. I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY. I’m Bogumil Baranowski, an author, a TEDx speaker, an investor, and an investment advisor to families and individuals. Intimate conversations about money, wealth, and living a rich and fulfilling life. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, keep it, but our conversations lead us t ...
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Michael Patrick Shiels’ personality-based, news making show covers state, national and international politics in a non-partisan manner. Michael Patrick skillfully mixes politics, which he affectionately refers to "as the family business" with news, business, sports and lifestyle topics you're interested in, keeping listeners informed as well as entertained. His inquisitive personality leads to asking newsmakers relevant questions - pointed, but with respect - and recognizes that listening is ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento. For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, wh ...
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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Welcome to Exit Is Now, a podcast that shares the real stories of business owners and industry experts. Presented by the authority in exit planning, Exit Planning Institute (EPI), and hosted by EPI’s President, Scott Snider. Scott has over 20 years of entrepreneurial experience and is an expert in the exit planning industry. Hear how Value Acceleration comes alive from some of the top advisors in the industry, as well as successful business owners. Exit is now, plan accordingly.
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We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not sure how! Whether you are investing to build wealth, protect your family, or preserve your assets, Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. Listen as Gary and Chris cut through the confusion of retirement on ‘Retire with the Aldens’ every week!
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Balance Boldly for Ambitious Women in Business
Naketa Ren Thigpen: Balance (and) Relationship Advisor
Introducing Balance Boldly for Ambitious Women in Business (and a few brave men) with Naketa Ren Thigpen—a transformative podcast for founders & leaders who believe that building a legacy is as much about WHO you build it with as HOW you build it. Unlike our latest amazing podcast, The Lazy Overachiever Show, which challenges norms around self-care and growth strategies, Balance Boldly, dubbed the BBP, emphasizes the deep connections and intentional work-life balance and relationship managem ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
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Carlos Siqueira: Unleashing Potential, Championing Change Welcome to the world of Carlos Siqueira, a relentless force for positive transformation and a beacon of inspiration. As an esteemed author, premier speaker, and strategic mastermind, Carlos is dedicated to empowering individuals and businesses to excel. His podcast, a hub of innovation and insights, is where he shares his wealth of knowledge on wealth strategy, business acceleration, and personal growth. Carlos’s journey in life is fu ...
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If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money with Hilary Hendershott tackles money beliefs and financial planning strategies like: ...
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10 Ways To Maximize Social Security
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In this episode, we dive into 10 essential strategies for maximizing your Social Security benefits. Whether you're approaching retirement or already there, understanding the best timing for your claim, managing tax implications, and knowing how to coordinate with other income sources can make a big difference. We'll discuss when to claim, tips for …
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How my mom was almost scammed like this woman who lost her life savings
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In this episode, A.B. Ridgeway discusses the story of an elderly woman who lost her life savings in an online scam. He shares insights on how these scams unfold, why financial institutions have limited abilities to intervene, and how individuals can protect their families by using tools like trusted contacts. Key Takeaways: Be Aware of Scam Tactics…
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Navigating Generational Wealth with Bogumil Baranowski on Justin Castelli's LifeDesign+ Podcast
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BONUS EPISODE! Full Credit for this episode goes to Justin Castelli, a fellow curious mind, podcaster, and an all around passionate, kind, human being. Justin Castelli: I had the opportunity to return the favor and Bogumil Baranowski on LifeDesign+ after appearing on his podcast, Talking Billions. It was fun to turn the tables on Bogumil, who is a …
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April 19, 2014 The post City Council District 2 and San Diego Financial Literacy Center appeared first on It's Your Money and Your Life Radio Show.Richard Muscio and Joe Vecchio által
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1067-Friday Q&A: Liability Insurance Amounts, Gifting Money, International Privacy, Pathways to Financial Advisor
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On today's Friday Q&A show we discuss: 1:01 How do I know how much liability insurance to buy? 8:26 Can my mom gift me money instead of paying me rent? 13:51 I'm interested in international privacy...what should I do first? 38:50 How do I decide my best pathway into becoming a financial advisor? To join me next week, go here: https://patreon.com/Ra…
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Michael Patrick Shiels által
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Michael Patrick Shiels által
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* Heather Zak, Psychologist
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Michael Patrick Shiels által
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Michael Patrick Shiels által
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Michael Patrick Shiels által
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Michael Patrick Shiels által
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Michael Patrick Shiels által
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Ep. 3147: Friday LIVE starring Michael Patrick Shiels
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Michael Patrick Shiels által
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In this episode, A.B. Ridgeway dives into the popular FIRE movement (Financial Independence, Retire Early), challenging the idea of early retirement from a Christian perspective. He reflects on biblical teachings that highlight the importance of work as a form of service and fulfillment, not just a means to an end. He also shares cautionary tales a…
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Ep. 3146: Thursday LIVE starring Michael Patrick Shiels
2:37:58
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Michael Patrick Shiels által
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Send us a text Hello, I’m Richard Wilson, and I’m coming to you from a tax investment conference here in Hawaii. I've been talking with many of my clients, including ultra-wealthy family office managers, and we’ve had some interesting discussions about what it means now that Donald Trump is going to be the next president. I wanted to share some of …
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Howard Lichtstrahl: From a Chance Encounter with Ben Graham’s Teaching Assistant to Running a Multi-Decade Investment Practice & More
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My guest today is Howard Lichstrahl, a dear friend, fellow investor, and investment advisor with many decades of experience and a solo operator of a successful, long-lasting investment practice. Howard and I have shared many calls and meals over the years, and this is our first-ever recorded conversation. We start with a chance encounter with the l…
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* Shane Hernandez, CEO of the Associated Builders and Contractors of Michigan
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Michael Patrick Shiels által
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Michael Patrick Shiels által
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* Dr. Linda Lee Tarver, Former Michigan Civil Rights Commissioner
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Michael Patrick Shiels által
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Michael Patrick Shiels által
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* Dick DeVos, Chairman of the Windquest Group, former President of Amway
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Michael Patrick Shiels által
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Michael Patrick Shiels által
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* Larry Olmsted, Author of “Fans: How Watching Sports Makes Us Happier, Healthier, and More Understanding” and “Real Food / Fake Food”
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Michael Patrick Shiels által
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Helping Kids Discover Passions Without Pushing Too Hard | Carlo Navarro (Dad of 5, Fractional Exec)
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Carlo Navarro is a former marketing leader turned fractional executive and the owner of the @StartupDad instagram handle (I’m jealous!). He’s been a mentor in the Chicago startup scene via 1871 and a marketing director and sales leader at companies like Blueleaf, Carrum Health, Pandora and more. He’s also a husband and the father of five (!) kids. …
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Season Finale: Leadership Lessons and Forward Plans
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In this final episode of the first season of Leadership Rising, host Rebecca Schleifer sits down with co-hosts Steve Seay and Jim Urban to discuss personal and professional updates. Reflecting on an exhilarating first season, they share their exciting plans for the future. --- Steve discusses his 'Elevate Up' program and adventurous leadership hike…
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Can You Rely on Dividends Alone for Retirement Income?
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For many, dividends seem like the holy grail of passive income. But is it wise to rely solely on dividends for retirement? Join us as we unpack the risks and rewards of a dividend-focused retirement strategy. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosp…
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When Should You Hire A Financial Advisor?
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In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway breaks down the crucial question: When is the right time to hire a financial advisor? Drawing from a conversation with a doctor calling into Dave Ramsey’s show, the episode explores the tension between needing financial guidance and the fear of losing control over your wea…
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