You had your best-laid plans and then COVID-19 came along and hammered the entire economy. But you’ve got this – if you have the right information. Join The Globe and Mail’s personal finance team, columnist Rob Carrick and editor Roma Luciw, as they guide you through one of the biggest stress tests your finances will ever face. If you’re between 20 and 40, this financial advice is for you.
Tags: 003077, financial advice, personal finance
Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10’s Ozarks Live which airs Live Tuesdays at 3pm. ‘Finding The Courage To Retire,’ written by Bruce Porter is available on Amazon. For more information visit our website www.resourcecenterinc.com, 417-882-1800.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This Podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The use of logos and or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or program. The Resource Center, Inc. is not permitted to offer and no statement made during this podcast shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc. 734270 – 10/20
Categories: Business, Education, News
Tags: budgeting, estate planning, financial advice, investing, retiree, Retirement, Rogersville K-Rog News
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
The Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to podcasts@stewartgroup.co.nz
You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is the Executive Director and CEO at Stewart Group and holds a number of directorships in privately-owned companies and independent trusteeships.
About Stewart Group
We follow a values-driven philosophy through an unwavering commitment to honesty, integrity, and loyalty. Our business philosophy mirrors our family values, and we operate within these beliefs every day. At Stewart Group, we have a family culture and reputation for strong relationships with our clients giving them personalised service.
We are one of only eight CEFEX accredited firms in New Zealand, committed to providing the highest fiduciary standards and fostering a culture of continual improvement.
Through our owners, directors and team members Stewart Financial Group (NZBN: 9429040213187) identifies as a Māori owned business.
•Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke’s Bay-based CEFEX certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
•The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
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Hosted on Acast. See acast.com/privacy for more information.
Tags: economic updates, financial advice, Financial Adviser, Financial Markets, investments, investors, new zealand, Retirement Planning, stock market, Wealth Management
Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile.
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Hosted on Acast. See acast.com/privacy for more information.
Categories: Business, Education, Technology
Tags: financial advice, financial advisor, Financial Planning, fintech, Podcast, Wealth Management
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We’ll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let’s dive into the world of financial services together!
Categories: Business
Tags: financial advice, Financial Education, Financial Planning, legal and general, mortgage adviser, protection adviser
Financial Radio show host and Wealth Advisor Gregory Ricks answers questions from retirees and those preparing for retirement in this informational podcast. Hosted by Gregory Ricks. *Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 00650347
Categories: Business, Education, News
Tags: 401k, ask gregory, financial advice, Financial Education, gregory ricks, investment planning, money management, Retirement, stock market, winning at life
The Mortgage Reports podcast is operated by Full Beaker, Inc. NMLS# 1019791. Join Mortgage experts as they reveal tips, tricks, hacks, and knowledge to help you buy a home, refinance or invest in real estate. Whether you’re in the market for your first home, looking to buy a house with little money down, ready to refinance, or interested in investing in real estate – this podcast has a lot of easily digestible information for all things mortgages. The Mortgage Reports Podcast is hosted by a variety of mortgage and real estate experts with hands-on knowledge to help you through the home buying process step by step. Craig Berry (@mortgagevibes) has over 20 years of experience in the mortgage industry and writes extensively about mortgage and real estate trends. Over the course of his career, he has helped thousands achieve their homeownership goals. He is currently Branch Manager at Acopia Home Loans. NMLS No. 200401 Ivan Simental (@theivansimental) is a Mortgage Loan Office with 6 years of experience. He has a passion for empowering potential homebuyers to purchase their first home. Ivan uses social media to share unique information, tips, and advice about buying, refinancing, or investing in real estate. NMLS No. 1762746 Arjun Dhingra (@arjunmortgage) is a mortgage banker and business development manager of 20 years based in San Francisco. He has a passion for creating high-quality content on all topics related to mortgages and making better real estate decisions. NMLS No. 1166050 Shivani Peterson (@shivpeter) is on a mission to empower everyone and anyone to use real estate to start building wealth. She is a Certified Mortgage Planning Specialist, a top-producing loan officer nationally, and currently pursuing her Master’s degree in Marriage and Family Therapy. She is passionate about financial literacy and using a mortgage as a tool rather than a debt. NMLS No. 866955 Visit themortgagereports.com for more!
Categories: Business, Leisure, News
Tags: financial advice, Financial Literacy, home buying tips, how to buy a house, how to buy a house with little money, investment property, low down payment mortgage, mortgage, mortgage officer, real estate