Random Financial Planning Podcasts

The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.

Categories: Business

Tags: bonds, Finance, financial advisor, Financial Planning, investing, Retirement Planning, stock market, stocks

Discover hidden truths in retirement planning money management and for those not yet retired learn about best historical adjustments in the pursuit of higher 401k performance. This show is hosted by Joe Cantu, a West Point graduate with the history of the”Honor Code” at the United States Military Academy at West Point, New York. He is Chief Investment Officer of Cantu Tactical Wealth Management, with over 30 years of retirement money management experience working for 3 of the largest Wall Street Firms as a stock broker and portfolio investment manager. Joe gives you a stark unblemished truth of professional money management strategies used in making money in up and down stock markets. He has witnessed 3 major market corrections and reveals how to design and manage an IRA and defined benefit retirement plans for both directions of the stock market. He shares the secrets of High Net Worth money management in mitigating losses and disclosing the investments which typically go up when the stock market is falling. If you have a 401k he explains the techniques which may lead to better performance by making key adjustments in different economic environments. If you are a 401k trustee he presents performance ideas which may lead to happier employees in these plans. Learn how to truly manage your money with the lifetime goal to live off the earnings without touching the principal and ultimately passing the money to your heirs. Also, he will include and educational series called “Cantu’s Wall Street Definitions” covering the basics of what is a stock to complicated subjects such as derivatives the Good, Bad and the Ugly of “Hedge funds” and Tax Deferred Indexed Annuities”. Joe is a fiduciary and registered investment advisor in the states of California, Florida, Georgia and Texas providing pure independent advice. Finally, an interesting answer he gave when asked about the knowledge a person would gain from listening to his Podcast on retirement money management. He said. “Listening to my Podcast is much like Adam & Eve wanting the power and eating from the ‘Tree of Knowledge’ of good and evil. You want knowledge? Well then, I will give you knowledge, but you may not like what you see! Plus you will learn the truth about retirement money management once your eyes are opened. Knowledge is power!” . . . Joe Cantu

Categories: Business, Education

Tags: 401k investing, Financial Planning, IRA rollover, money management, Retirement Planning

Host Stephen C. Lewis has over 15 years of experience helping a global clientele of Ultra High Net Worth families. The challenges facing these families are usually not financial, but the legacy they leave behind. How do you ensure that the wealth you gain in this life creates a better future for your children and their children? On Music to My Heirs, Stephen interviews top thought leaders sharing stories, lessons, secrets and insights that will last generations.Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.

Categories: Business, Education, Kids & Family

Tags: Children, estate planning, Financial Education, Financial Planning, heirs, investing, multi-generational wealth, uhnw, Ultra High Net Worth, Wealth

We Make Money Fun is a podcast hosted by Shanna Tingom of Heritage Financial in Phoenix, Arizona. Shanna strongly believes that the best way to manage your money is to make it fun, not burdensome. In this podcast, we explore financial, and investment planning and talk about legislation that impacts your money and talk with clients of Heritage about how they were able to achieve success.

Categories: Business, News

Tags: Arizona, Financial Planning, heritage financial, investment planning, Money, phoenix, shanna tingom, Tucson

Keith Donnell, President and Founder of ModernWealthConcepts LLC, is a Certified Financial Planner Professional with more than 30 years of experience helping people from all over the world maximize the effectiveness of their financial resources. He calls it Financial Life-Empowerment and it’s the key ingredient for building wealth in your lifetime. Listen in as Keith unlocks the secrets of getting control of your financial resources so you can enjoy life and build wealth. *ModernWealthConcepts LLC is a Registered Investment Advisor in the State of Pennsylvania.

Resources:

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

Categories: Business, News

Tags: family wealth concepts, financial empowerment, Financial Planning, Pennsylvania, philadelphia, Retirement

The Weekly Trend is a conversation on various publicly-traded markets, seen through the eyes of technical analysis.

Categories: Business, News

Tags: bonds, economy, Finance, Financial Planning, investing, investments, stock market, stocks, technical analysis, The Market Edge, trading

Retirement planning discussion and education for professional women (and their families) in their 50s and 60s who want to retire on their own terms. We’ll cover Social Security, Medicare, financial planning, investing, and much more. I invite you to listen and subscribe.

Many of you might be familiar with the concept of portfolio rebalancing, or the idea of strategically moving your investments back to their target investment mix – or allocation – from time to time.

Well, the same holds true not just for your investments, but also for your entire financial plan.

Things change – with your investments and with your financial plan – because of… life.

Of course, the market changes too, but we can’t control that.

Which is why it’s important to understand the benefits of rebalancing when it makes sense.

Get in touch and let me know what you think.

And thank you for listening.

Visit my website to learn more.

Disclosures.

— Send in a voice message: https://anchor.fm/womens-retirement-radio/message

Categories: Business

Tags: Financial Planning, investing, personal finance, Retirement, Retirement Planning, retirement success, retirement women, women, women investing, women retirement

Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.

Graystone Advisor, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.

Investing Forever LLC (d/b/a, Investing Forever Advisory) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted.

Categories: Business, Education

Tags: annuities, bonds, Financial Planning, Insurance, investing, planning, portfolio, Retirement, risk, savings, stocks, Wealth

Prosperity By The Pint: Host Brice Carter talks about money, investing, business and life success while having a cold one. Brice is a millennial and thought leader in personal finance as one of the youngest people in the country to ever earn the CFP(R) designation in addition to being a Certified Investment Management Analyst and Chartered Financial Consultant.

Categories: Business, Society & Culture

Tags: craft beer, entrepreneurship, financial advisor, Financial Planning, investing, millennial, money management, Motivation, success

Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.

Categories: Business, Education

Tags: Finance, Financial Education, Financial Planning, investing, Money, Retirement, Retirement Planning

THOUGHTS ON MONEY [TOM] is a podcast looking at simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your personal financial questions or to spark thought on how to improve your financial life.

Categories: Business

Tags: Dividend Growth Investing, Financial Planning, personal finance

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

Categories: Education

Tags: 401k, annuities, Financial Planning, investing, ira, Pension, Retirement Planning, Roth conversion, Roth IRA, Social Security, tax planning, taxes

Here at Pattern, we discuss topics, share insights and aim to empower each of you to manage and grow your wealth by being your financial wellness partner through all of life’s milestones.

Categories: Business, Education, Technology

Tags: Education, Finance, Financial Education, Financial Planning, financial wellness, Retirement, savings, Wealth

Ever wonder how others have found success? How they manage to keep it all together? Dive in as Chief Sales Officer, Jim Mellin, hosts a variety of leaders from across the financial services industry for candid and insightful conversations on finding success in multiple areas of life, career, mental well-being, physical health and simply put – Crushing It. Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable) (NY, NY), Equitable Advisors, LLC (member FINRA, SIPC), and Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). You should seek advice based on your particular circumstances from your own professional advisors. Equal Opportunity Employer. M/F/D/V. Retirement Benefits Group (RBG) is a specialized division of Equitable Advisors. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. GE- 3037133(4/20)(Exp.4/22) Drew Houston, head of Financial Planning and Investment Sales, chats with Jim about the impact to our business and the process-driven themes where he’s seeing advisors win. Fee based and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a registered investment advisor. GE-3586928(5/21)(Exp.5/23)

Categories: Business

Tags: AXA, AXA Advisors, Crush, Crushing it, employee benefits, EQH, Finance, Financial Planning, financial wellness, inspiration, life planning, Wealth Management, wellness

Many people who are financially wealthy are emotionally poor. Carson Wealth has a simple mission: to inspire clients to pursue their True Wealth—the things that money can’t buy and death can’t take away. Tune in to hear some of the most celebrated and respected financial advisors and executives in the industry share their insight and wisdom on how to live life by design, not default.

Categories: Business

Tags: Financial Planning, investments, Retirement, Retirement Tips

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.

Categories: Business

Tags: certified financial planner, cfp, Financial Advisor Kansas City, financial history, Financial Planning, investing, Millennial Money

A show for visionaries, entrepreneurs, leaders, and change-makers who have big visions. And guess what?? Those visions are expensive!! So we maximize the money we’re earning to invest and build wealth so that we can fund our dream life, support our family and create generational wealth, and give generously to communities we care about. We build wealth through practical financial and wealth-building strategies, growing our relationship and mindset with money, and embodying an elevated energy around what it feels like to be wealthy, right now.

Categories: Business, Education

Tags: business, Business Finance, entrepreneur, Finance, Financial Planning, Money, personal finance, women

Welcome to Take Back Talk Back, the podcast going beyond the realm of everyday finance and taking back the conversation to build financial literacy and confidence among fellow women. Join hosts Kim and Sarah of EQ Bank every other week as they talk to inspiring leaders that share tips, tricks, and advice to empower you to build financial confidence.

Categories: Arts, Business, Education

Tags: Finance, Financial Education, Financial Planning, investing, investment, personal finance, women, Women Empowerment