Random Fiduciary Podcasts

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world. Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWor(k)s and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

Categories: Business

Tags: 401k, 403b, ERISA, fiduciary, Retirement

Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today’s retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trademarked Retirement Road Map® is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning. The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you’ve always dreamed of and deserve!

Categories: Business

Tags: Boston, Estateplanning, fiduciary, financialadvisor, FinancialFreedom, Healthcare, holisticplanning, Income, investments, legacy, Massachusetts, Plymouth, Retirement, RetirementPlanning, retirementroadmap, shp, shpfinancial, socialsecurity, taxes

The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each episode, Casey will share financial news and resources on retirement topics such as income planning, reducing unnecessary taxes, protection from market risk and inflation, wealth transfer and estate planning strategies, long-term healthcare, Social Security and even the non-financial aspects of retirement. Alongside the Howard Bailey team, Casey is on a mission to positively impact the lives of pre-retirees and retirees for the next 100 years. He is passionate about providing you with valuable financial actions you can begin implementing today, as well as cutting-edge retirement strategies that have helped thousands of retirees reach financial independence across the country. The focus starts with why you plan to retire in the first place, how you will fulfill your dreams and most efficiently organizing your assets to defend that purpose at all costs. About Howard Bailey Financial: Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka and Brownsburg, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually. Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics. We were voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021 and 2022, and each location holds a Google review rating of 4.5 out of 5 stars or better. University of Notre Dame and University of Notre Dame Athletics (“Notre Dame”) are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure.  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit www.finra.org/investors/professional-designations. Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers. 4.5 star rating or better for each location on Google as of 5/2/2023.

Categories: Business, Education

Tags: certifiedfinancialplanner, charliepodpostmediacom, fiduciary, financialadvisor, financialplanning, Independentadvisor, investmentplanning, Retire, Retirement, RetirementPlanning

A company’s Board of Directors or Advisors often has a pivotal role in the success or failure of a business, whether a company or organization lives or dies – – and whether the people who have invested time, money and emotional capital will succeed. On Boards Podcast: A Deep Dive at Driving Business Success, is about everything related to Boards of Directors and Boards of Advisors. Twice a month, in 30 minutes, hear and learn about all aspects of boards and business governance. 
In each episode co-hosts Raza Shaikh and Joe Ayoub interview a guest who has experience with boards – as a board member, a CEO, an investor or an advisor, among other roles, for a conversation on a wide range of topics including: What makes great boards great? What makes a board unsuccessful? How to be a good board member? How to make your board one of the most valuable assets of your company. They discuss public, private, non-profit and start-ups (which they believe is its own category) boards – the work they do, the impact they have and their potential to be profoundly impactful on the organization they serve. On Boards Podcast is for anyone who is a board member, would like serve on a board, is an owner of a business, a member of a non-profit organization, an investor in a business or is interested in Board of Directors or Boards of Advisors or business governance.

Categories: Business

Tags: Advisor, board, business, company, cooperation, director, fiduciary, Governance, Oversight, Private, public

A “Top 10 Personal Finance Podcast” and a “Top 12 Retirement Podcast” (US News & World Report, 2023). One of the “10 Best Personal Finance YouTube Channels” (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors – a fee-only fiduciary. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

Categories: Business, News

Tags: 401k, fiduciary, Finance, Income, investing, investments, ira, personalfinance, personalfinances, RealEstate, Retirement, RetirementPlanning, roth, rothconversion, socialsecurity, stocks, taxes

Buying your first home can be one of the most stressful, overwhelming, and expensive experiences in your life. This is why we created The First Time Home Buying Podcast, to make this experience EASY and DELIGHTFUL for you. Our goal is to EMPOWER you, the first time home buyer, with all the information and tools that you need so that you can make a great decision buying your first home.

Categories: Business

Tags: buyyourhome, commissionrebate, Credit, creditrepair, creditreport, FHA, fiduciary, financialadvisor, firsthome, firstimehomebuyer, firstimehomebuyergrants, firstimehomebuyerpodcast, firstimehomebuyerprograms, forsalebyowner, FSBO, home, homebuyer, homebuyerapp, homebuying101, homebuyingapps, homebuyingprocess, homebuyingtips, homeinsurance, Homeownership, HUD, hudcounselor, lender, loan, mortgage, mortgagecalculator, mortgageloans, RealEstate, realestateagent, realtor, rentorbuy

Stay up to date when it comes to your personal finances, and listen to your very own financial planner, Principal of Falcon Wealth Planning, Gabriel Shahin, CFP®, AIF®, that can help you gain a better understanding of your financial situation that covers retirement, taxes, social security, investments, insurance, real estate, estate planning and anything else that involves money!

Categories: Business

Tags: 401k, 403b, 457, Advisor, Advisors, cfp, Consultant, Estate, fee, fiduciary, Finance, financial, gabriel, investment, Management, Money, only, planner, planning, real, registered, Retirement, Security, Shahin, social, taxes, Wealth

Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.

Categories: Business

Tags: 401k retirement savings plans, charles schwab, credit unions, fiduciary, investments, markets, prefunding, retirement savings, veterinarians, Volatility, Wealth Management

Welcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.

Categories: Business, Education

Tags: fiduciary, financialadvisor, retirementplanningpodcast, retirementpodcast

34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it’s actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).

Categories: Business, Education

Tags: advice, Advisor, BOND, fee-only, fiduciary, Invest, investing, investment, Money, mutual fund, Retirement, stock, stock market, Wealth

Join First Financial Consulting as they offer “the best” objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.

Categories: Business, Education

Tags: 401k, cfp, fee-only, fiduciary, Finance, financial advice, financial advisor, first financial consulting, investing, Money, objective advice, Retirement, retirement goals, Retirement Planning

Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday and Thursday mornings.

Categories: Business, Education

Tags: 401k, 529 plan, annuities, annuity, Bitcoin, btc, can I retire?, CBS, certified financial planner, cfp, crypto, cryptocurrencies, cryptocurrency, Eye on Money, fidelity, fiduciary, Finance, Fire, FIRE movement, index fund, index funds, Invest, investing, Jill on Money, Jill Schlesinger, personal finance, rebalance, Retire, Retirement, Retirement Planning, robo-advisor, roth, Roth conversion, Roth IRA, Schwab, vanguard

Each week, Financial Advisor Ziad Hijazi and Host Mia Samson aim to educate listeners on various topics pertaining to the stock market and other ways of putting money to work for the future. From IRA’s to 401K’s, and everything is between, the world of investing can be a bit confusing. Join us every Wednesday as we try to make finances fun and bring clarity to the questions you may have about growing your money and planning for the future.

Categories: Business, Education

Tags: agent, banks, brokerdealer, democratize, fiduciary, Finance, Financialadvice, financialadvisor, gkviewpoint, howto, iar, investing, ira, minimums, stockmarket, stocks

What leads investment advisors to choose the Registered Investment Advisor (RIA) model? And what is their transition like? Investment advisors take many different paths to independence but often share the same fears, doubts, and excitement. Will my clients come with me? What’s it going to take to make this happen? Can I build a legacy firm? Host Jerry Cobb shares investment advisors’ stories of how they conquered uncertainty on their journeys to success. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab. Visit us at https://advisorservices.schwab.com/contactus to learn how we can help you.

Categories: Business

Tags: broker, career, fiduciary, Financial Adviser, independence, independent brokers, investment advisor, investment advisory, registered investment advisor, registered investment advisors, ria, Schwab, schwab advisor services, starting ria

Creating Wealth is an in-depth conversation between Bill Taber, an experienced financial advisor, and his millennial daughter about personal finance, investing, and financial planning.

Categories: Business

Tags: 401k, 401krollover, budgeting, fiduciary, financialadvisor, financialplanning, investing, investmentadvisor, investmentmanagement, Money, MoneyManagement, personalfinance, portfoliomanagement, retirementplan, retirementsavings, wealthmanagement