))
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.
…
continue reading
Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
…
continue reading
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.
…
continue reading
Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you’re approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
…
continue reading
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 ...
…
continue reading
Inspiring empowering and transforming black women in the journey to wealth creation
…
continue reading
1
Your Money, Your Rules | Financial Freedom, Money Management, Abundance Mindset, Budgeting, Spirituality
Erin Gray | Wealth Coach, Former CFP and CFO
1
139
Ready to stop avoiding your money? You might look financially successful on the outside, but inside you feel anxious about money, unsure of what’s “enough,” or exhausted from trying to get it right. Even with wealth on paper, your nervous system can still feel scarcity. You’re not the only one, and you’re in the right place. Hi, I’m Erin, Spiritual Wealth Coach, former Certified Financial Planner, and CFO. I created this podcast to help you build true financial confidence, not just more fina ...
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
…
continue reading
No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
…
continue reading
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
…
continue reading
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 ...
…
continue reading
1
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
050
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.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
Hi, my name is Fitz Villafuerte. I'm a Registered Financial Planner and a financial literacy advocate based in the Philippines. This podcast is about learning smart money habits and the proper mindset to achieve financial success. I speak in English and Filipino in this podcast. Visit the80percentpodcast.com to learn more. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
As one of Canada's youngest retirees at the age of 32, and after becoming mortgage-free at 29, Kornel interviews the top financial experts in Canada to help you optimize your investments, reduce your taxes, and help you accelerate your journey towards financial independence and early retirement. He also shares his own experiences and lessons learned in investing and as an early retiree and member of the FIRE (Financial Independence, Retire Early) movement to help you optimize your finances, ...
…
continue reading
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 ...
…
continue reading
The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
…
continue reading
1
Money Isn’t Scary - Money Mindset, Money Anxiety, Intentional Spending, Saving Money, Money Management
Meghan Dwyer - Financial Planner, Money Mindset Coach, Boy Mom
8243
Feel Confident and Secure in your Relationship With Money Are you sick of feeling overwhelmed whenever you open you bank account? Do you want to learn to spend money with intention instead of emotion? Do you want to stop staying small and have more confidence in your financial decisions? In this podcast, you will find actionable steps and emotional support to free yourself from shame and help you find peace around money. My mission is to remove the cultural stigma around money, so that you f ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
1
Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
224344
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
…
continue reading
Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. ...
…
continue reading
Welcome to The Zen Desk Podcast. This podcast is for the woman who is done with the hot mess energy and stepping into a life and business that’s built on freedom, joy and the kind of wealth you can actually feel. I’m Laura, former corporate lawyer turned online entrepreneur, podcasting from the lush mountain tops of Greece. Here, we talk all things sustainable habits, mindset and proven online business strategies so you can work less, sell more and enjoy an incredibly full life while doing i ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
1
Breaking Money Patterns: Trauma, Identity, & Archetypes with Kate Juozaitis | Ep 06
41:47
41:47
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
41:47
What if your money struggles aren’t about numbers, but about the deeper stories you’ve carried from childhood? In this episode of Real Money, Real Life™, Linda Grizely talks with Kate Juozaitis — licensed therapist turned transformational coach — about the emotional roots of money. Together they explore how trauma, identity, and personality pattern…
…
continue reading
1
Building your financial team, working with more than one planner, and how to vet professionals
37:40
37:40
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
37:40
Dr. Dan & Daniel discuss building your financial team, the issues in trying to work with more than one planner (or other professional in the same role), and how to vet potential professionals to help you with your financial, legal, and other needs. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To…
…
continue reading
1
Should I Do Roth or Pre-Tax Retirement Contributions?
19:01
19:01
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
19:01
Key moments: (01:05) The Critical Math Most People Miss (02:30) The Real Decision Factor: Your Personal Future Tax Situation (04:12) Three Key Questions to Ask Yourself (05:15) Understanding Marginal vs Effective Tax Rates (06:28) High Earner Example: $500K Income Analysis (08:36) The Shocking Reality: $40 Million Required to pay 32% in Fed Taxes (…
…
continue reading
1
142 | Beyond Money Mindset: Releasing Money Wounds Through the Body
12:21
12:21
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
12:21
Work with me: (https://tidycal.com/eringray/45-min-call-with-erin) Have you ever noticed that no matter how much money mindset work you do, things don't feel like they're truly shifting? That’s because financial blocks aren’t always in your mind, they can also be stored in your body. In this episode, I dive into Dr. Bradley Nelson’s book The Emotio…
…
continue reading
1
Is an 8x multiple on a $1M EBIDTA a good deal? A transition convo with Nathan Hayes
1:05:47
1:05:47
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:05:47
Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. In this episode, we discuss the complexities of business valuation and exit planning for optometry practices. We explore the importance of understanding cash flow, market multiples, and the necessity of being exit ready at all times. The conversation delves into the f…
…
continue reading
1
ASK Adam: The 7 Questions to ask before buying a property together!
29:53
29:53
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
29:53
Investing time upfront to understand each other's goals, dreams but also values and boundaries, is always a wise bet and will only add to your financial efficiency in building sustainable wealth. When you can understand and respect yours and your partner's position, making big financial decisions will be so much more enjoyable and harmonious. These…
…
continue reading
1
Too Aggressive With Retirement Savings?
17:42
17:42
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
17:42
With pensions part of the equation, am I taking on too much risk within my retirement account? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney…
…
continue reading
1
What to Do if You Lose Your Job
19:09
19:09
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
19:09
As the economic uncertainty continues, I joined CBS Mornings with financial moves to make if you've recently lost your job. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: …
…
continue reading
1
5 Financial Strategies from the NFL Playbook
19:31
19:31
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
19:31
Football season is here, and so are the lessons we can borrow from the field to improve our financial game plan. Just like an NFL team can’t win without balance, your retirement strategy needs more than one play. In this episode, Jake and Nick draw from the NFL playbook to show how offense, defense, special teams, coaching staff, and even audibles …
…
continue reading
1
START HERE: The Power of Compounding Interest to build YOU wealth!
23:00
23:00
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
23:00
Have you ever wondered how compounding actually works? And why it’s so important for building wealth and financial independence? Don't worry, you aren't alone! In this Start Here episode of SugarMamma’s Fireplay, I answer a listener’s question about understanding compounding before she invests her $5,000 savings and begins adding $400 per month. I …
…
continue reading
1
141 | What If Resistance Around Money Is Really Nervous System Protection?
15:26
15:26
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
15:26
Work with me: (https://tidycal.com/eringray/45-min-call-with-erin) Resistance isn't really about procrastination, "laziness", or self-sabotage, more often than not, it’s your body’s way of protecting you. Whether it shows up as avoiding money tasks, feeling paralyzed by financial decisions, rushing through difficult seasons of life, or numbing out …
…
continue reading
1
What Dogs Teach Us About Investing
11:36
11:36
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
11:36
📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ On a recent hiking trip, Wade noticed how Moses, his Cavapoo, darted after every squirrel, bird, and chipmunk along the trail. It was funny to watch, but it also reminded him of how investors behave when chasing the latest “hot” trend. Many of us have been tempted by tech stocks,…
…
continue reading
1
1107-The Importance of Excellent Infrastructure for Big Impact
29:34
29:34
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
29:34
…
continue reading
1
From Journalist to Financial Coach with founder of Queer & Trans Wealth Leo Aquino
49:27
49:27
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
49:27
From Journalist to Financial Coach with founder of Queer & Trans Wealth Leo Aquino In this episode, our guest Leo Aquino and I dive into a heartfelt conversation on how money intersects with identity, survival, and joy. Leo is a financial coach, anti-capitalist writer, and the founder of Queer & Trans Wealth. Their work centers people who have ofte…
…
continue reading
1
The NoBS Collective: Why We’re Resetting Wealth Conversations
11:48
11:48
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
11:48
It’s time to reset. No fluff, no filler, no long-winded bios. Just raw conversations about money and wealth that actually matter. The NoBS Wealth Collective is here. A vetted group of badass professionals ready to go deeper than the surface-level talk you’re used to. We’re cutting through the noise of media myths and bringing you the truth—straight…
…
continue reading
1
Ep #261 - Fed Independence and Active Management in Bonds
33:50
33:50
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
33:50
In this episode of Grow Money Business we dive into the independence of the federal reserve, including the recent allegations of mortgage fraud by one of the fed’s governors and some of the history of the central bank going back to the early 1900s. We also cover whether active management in bonds makes sense, and everything that’s happened in the m…
…
continue reading
1
Intentional Transitions: Grounding Yourself Financially and Emotionally This Fall
12:48
12:48
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
12:48
In today's episode, I diving into the wild ride that is fall. If you’re feeling thrown off by all the new expenses and busy schedules… same here. In this episode, I'm sharing grounding practices that actually help, both with your money and your mindset. I’m sharing simple habits like weekly check-ins, jotting down a note or two about your finances,…
…
continue reading
1
Wealth Builder - Family Trusts
25:34
25:34
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
25:34
Welcome to the second episode of our new podcast Wealth Builder. In this episode Nick talks to accountant David Markovski about family trusts, who should have one and what should be taken into consideration before creating one. We'd love to hear your feedback. Send us a message via the Guidance website. Subscribe to our weekly GainingCHOICE email G…
…
continue reading
1
Teaching Kids About Money and Closing the Wealth Gap with Marcus Howard | Ep 05
39:15
39:15
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
39:15
In this episode of Real Money, Real Life™, I talk with Marcus Howard, founder of Tradechology.co, about how his early financial decisions shaped his life — and why he’s now focused on helping others avoid the same mistakes. We talk about: What Marcus wishes he’d known earlier about money How he approaches financial education with his kids Learning …
…
continue reading
1
The Most Dangerous Day in Retirement with Dan Haylett
53:39
53:39
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
53:39
In this week's episode, I chat with Dan Haylett, Director of TFP Financial Planning in the UK, author of The Retirement You Didn’t See Coming, and host of the Humans vs Retirement podcast. Dan has built his career around helping people prepare for retirement in a way that goes far beyond the numbers, focusing on the human side of life after work. T…
…
continue reading
1
2025 Financial Planning Association's NexGen Gathering
28:56
28:56
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
28:56
Daniel & Emily discuss takeaways from the 2025 Financial Planning Association's NexGen Gathering. 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…
…
continue reading
1
140 | Choosing Your Values First: Staying Aligned in Money Decisions
15:24
15:24
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
15:24
Work with me: https://tidycal.com/eringray/45-min-call-with-erin In this intimate episode, I share a raw and vulnerable journal entry about a moment where I almost compromised my values for money. I share what it felt like to be pulled by the allure of financial gain while my body was sending very different signals. I also share the process I used …
…
continue reading
1
How OD practice owners should think about long term care insurance with Bryan Langdon, CLU
1:05:12
1:05:12
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:05:12
Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's n…
…
continue reading
1
How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
29:57
29:57
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
29:57
How do you pass the CII RO exams and achieve the DipPFS? In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Relationship Manager, St. James’s Place Academy), John Smith (Qualifications/Technical Trainer, Redmill Advance) and Rebecca Bidwell, who passed the DipPFS in just 5 months. We answer the top questions as…
…
continue reading
1
Why You Might Owe the ATO This Year! And How to Avoid It in the Future
18:51
18:51
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
18:51
Start Here: Why You Might Owe the ATO This Year & How to Avoid It in the Future If you were expecting a juicy tax refund this year but instead got hit with a bill from the ATO you’re not alone. Thousands of Aussies, particularly younger generations like Gen Z, are finding themselves owing money at tax time. And for some, it’s not just a few hundred…
…
continue reading
1
New Jobs in Our 20s, Are We on Track?
20:23
20:23
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
20:23
With two new jobs, and quite a few goals on the table, are we on track to make any of it happen? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney …
…
continue reading
1
On Track or Should We Be Doing More?
19:59
19:59
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
19:59
We're in our 30s and wondering if we're on track to meet our financial goals or if there's more that we should be doing? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney…
…
continue reading
1
Is Your 401(k) Enough for Retirement?
22:29
22:29
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:29
For many people, the 401k is their largest retirement asset, but is it enough to carry you through decades without a paycheck? Today, Jake and Nick unpack one of the most common questions they hear: “Will my 401k be enough for retirement?” Find out why simply looking at the balance isn’t enough. You need to know your numbers, which means identifyin…
…
continue reading
1
START HERE: How should I invest $10,000 inheritance for each of my kids?
20:42
20:42
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
20:42
Start Here: How Should I Invest $10,000 for Each of My Kids? Have your children received an inheritance or cash gift and you want to make sure it sets them up for the future? In this Start Here episode, I answer a powerful question from a listener whose three boys each received $10,000 from their grandfather. She wants to invest the money wisely an…
…
continue reading
1
62 | Justin King | From Tea Boy to Trusted Planner: A Journey to Values-Based Wealth
37:34
37:34
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
37:34
Join me for an honest and engaging conversation with Justin King - Chartered Financial Planner, Registered Life Planner, and founder of MFP Wealth Management - who talks about how one’s values, purpose, and vision can and should inform financial planning. A remarkable personal journey: From being turned away from the Air Force, clocking in as a tea…
…
continue reading
1
Why Renting Could Be Your Secret to Smarter Wealth Building
22:00
22:00
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:00
Owning a home is unaffordable for many people today. Here is some good news! If you rent, you can grow your wealth as fast or faster using the same 2 ideas that benefit homeowners. Tenants have several major advantages over homeowners for wealth building. Many homeowners think their home is their best investment. But that is unfortunate. It is easy…
…
continue reading
1
139 | The Power of Language in Your Relationship with Money
17:39
17:39
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
17:39
Work with me: https://tidycal.com/eringray/45-min-call-with-erin You can have the thriving business, the healthy bank account, and all the financial boxes checked and still feel like it’s never enough. That empty, restless feeling isn’t about money at all. It’s about the words we use to speak to ourselves and about ourselves. Language carries energ…
…
continue reading
Parenting isn’t content. It’s real life. It’s loud, messy, exhausting, and worth every ounce of you. In this episode of Let’s Get Real, I talk honestly about back-to-school chaos, youth sports pressure, and the money choices that actually build a family you’re proud of. We get into why “perfect parent” is a trap, how to use the 18 summers mindset w…
…
continue reading
1
Cryptocurrency Ownership in Divorce
17:31
17:31
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
17:31
Crypto has become increasingly mainstream in recent years, and it’s showing up more often in divorce proceedings. In today’s episode, we’ll break down the role cryptocurrency can play in divorce, how couples go about dividing it, and the key considerations to keep in mind. To bring it all to life, we’ll walk through a real-world example that shows …
…
continue reading
1
85 First Client Meetings in 2 Months, Why I Love Prospecting!
53:03
53:03
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
53:03
How do you get clients as a financial planner without buying leads or relying on referrals? In this episode of Financial Planner Life, Sam Oakes interviews Jak Ali, Managing Director of J.A. Financial Planning Ltd, a Partner Practice of St. James’s Place Wealth Management. Jak shares exactly how he generates clients as a financial adviser using cre…
…
continue reading
1
One Degree Turns: Small Money Shifts with Big Impact
35:32
35:32
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
35:32
One Degree Turns: Small Money Shifts with Big Impact In this solo episode, I explore how each of us can make our money do good—starting right where we are. Using the five ways we interact with money—how we earn, spend, save, give, and invest. I share practical micro actions that align our finances with values of justice, care, and interconnection. …
…
continue reading
1
E272: When Should I Get Life Insurance?
11:47
11:47
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
11:47
Life insurance can feel like one of those financial products that people think they’ll "get around to eventually." But waiting until later often means higher costs or even the possibility of not qualifying at all.Michael Reynolds, CFP® által
…
continue reading
1
If I Won’t Live to 90, Should I Claim Social Security Early?
15:24
15:24
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
15:24
Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com If your parents or grandparents passed away young, it’s natural to wonder: Should I grab Social Security as early as possible? It sounds simple, but the truth is far more nuanced. In this episode, Lee unpacks why longevity isn’t j…
…
continue reading
1
Money and Our Relationship with Achievement
14:21
14:21
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
14:21
In this week's episode, I exploring how money and achievement get tangled up, especially for women juggling family, work, and endless expectations. I talk about the cultural reasons why financial success becomes a scorecard: social validation, security, gender roles, and capitalism’s push for productivity, as well as provide practical tips for unta…
…
continue reading
With house prices soaring, more parents are looking for ways to support their children’s first step into the property market. But how do you strike the balance between generosity and protecting your own financial security? In this episode, we explore the practical options available, the risks to watch out for, and strategies to make sure your suppo…
…
continue reading
1
How to Manage Parenting After Loss of a Spouse
14:22
14:22
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
14:22
In this episode of Widow Wisdom and Wealth, hosts Donna Hendrick and Jim Han discuss parenting after the loss of a spouse. They share their personal journeys—Donna's experience after losing her husband and Jim's experience after his ex-wife's passing. The episode covers how their core parenting skills evolved, the impact of grief timelines on their…
…
continue reading
1
Listen Back: 5 Business Ideas That Need Little or No Capital
23:46
23:46
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
23:46
Listen Back episodes are past episodes of The 80 Percent that you might have missed, so we’re bringing them back, especially for the benefit of our new listeners. This was Episode 117. For the original show notes, visit my blog post here. Learn to trade forex and the global markets. Visit bit.ly/learnforexph for details. Hosted on Acast. See acast.…
…
continue reading
1
How Women Quietly Drive the Economy with Natalie Benamou | Ep 04
37:43
37:43
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
37:43
What if the real economic power players have been sitting at the kitchen table all along? In this episode of Real Money, Real Life™, I’m joined by Natalie Benamou, founder and CEO of Her C-Suite®, to explore the rising Power of the Purse — the often invisible, yet deeply influential role women play in financial decision-making, wealth transfer, and…
…
continue reading
1
Irish Pension Calculator: Do You Really Need €2M to Retire Comfortably??
30:27
30:27
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
30:27
In our last podcast, we celebrated Fran's incredible achievement of amassing a €2 million pension pot through decades of disciplined saving and investing. Some who read it were inspired, some were envious, and others said "I don't bloody need €2m pension pot"! Today, we're asking a different question entirely: Do I actually need a €2 million pensio…
…
continue reading
1
DIY Financial Planning, Ideal Clients, and Establishing Trust with a Professional
46:07
46:07
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
46:07
Dr. Dan & Daniel discuss DIY people, who's an ideal financial planning client, and the underpinning issues of trust in a professional relationship. 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-consul…
…
continue reading
1
138 | Still Feeling Guilty When You Spend? Why Money Guilt Happens and How to Break the Cycle
18:04
18:04
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
18:04
Do you feel guilty when you spend money even when you can afford it? In this episode, I unpack the reasons why we feel money guilt and shame, how your nervous system was conditioned to equate spending with danger, and practical ways to rewire your money mindset. You’ll learn how childhood money conditioning shaped your nervous system, why guilt has…
…
continue reading
