Random Financialplanning Podcasts

Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence CFP® Pro TJ van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence To learn more about TJ’s independent advisory firm Modern Wealth Builders, head to modernwealthbuilders.com

Categories: Business

Tags: Diversification, equitycompensation, financialplanning, investing, TaxPlanning

The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we’ve covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email office@bradshawfp.com or call 704-216-2260. Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Partners and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

Categories: Business

Tags: bfpuniversity, brandonrogers, financialplanning, mindyourmoney, Money, northcarolina, Retire, Retirement, Salisbury, trentbradshaw

Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after “millionaire” status? From these extensive and thought provoking interviews, you’ll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.

Categories: Business, Education

Tags: Finance, financialplanning, investing, millionaire

We’ll help you simplify your financial life so you can invest your time, energy, and resources in your most important and valuable priorities. As you move along your financial journey, complexity grows. That complexity creates uncertainty, and uncertainty creates fear. We’ll bring interdisciplinary specialists to the table to tackle the challenges and opportunities our clients are most often facing, breaking them down into simple-to-understand and easy-to-act-on steps so you can make decisions with clarity and confidence.

Categories: Business

Tags: business, financialplanning, investing, investmentmanagement, lifestyle, personalfinance, RetirementPlanning

In The Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC as he shares his insights on what he’s paying attention to and what he’s reading and writing about. Look for new episodes weekly. http://www.falconwealthadvisors.com Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

Categories: Business

Tags: 401k, Advisor, bonds, coronavirus, covid, crash, earlyretirement, economy, election, falconwealthadvisors, Finance, financialadvisor, financialplanning, Income, incomeplanning, investing, ira, Market, markets, planning, Politics, Recession, Retirement, retirementbenefits, RetirementPlanning, rothira, stockmarket, stocks, Wealth

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

Sharing impactful conversations about finances and money over a meal A lunch n’ learn podcast and webinar nourishing body, mind and spirit

Categories: Business

Tags: financialplanning

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic & tactical advice from others who’ve built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Categories: Business

Tags: digitalmarketing, financialadvisor, financialadvisormarketing, financialplanning, financialservices, investmentmanagement, marketing, socialmedia

It all begins with savings and cash flow! Most people play the dangerous game of chasing after outrageous returns risking all their money in aggressive joint ventures, real estate, and the stock market. Stop what you’re doing and LISTEN so we can show you how you really can enjoy today AND can have a way wealthier tomorrow.

Categories: Business, Education

Tags: engineeroffinance, financialplanning, kengreene, lifeinsurance

Find out what it means to “Retire Your Way” by subscribing and listening to ILG Financial’s podcast. You’ll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you’ll hear about ILG Financial’s 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who’ve successfully managed money through some of the most difficult times in history. Contact Dave or Chase by calling 540-720-5656 or at info@ilgfinancial.com with any questions you have about financial planning and retirement.

Categories: Business

Tags: 401k, davelopez, financialplanning, ilgfinancial, ira, Money, Retirement, retireyourway, stafford, virginia

When The Paychecks Stop™ is a monthly dive into all retirement planning topics. Host and ChFC®, RICP® Wally Smith, founder and CEO of Ridgegate Financial™, hosts guests and subject matter experts on a variety of retirement topics including Tax Planning, Real Estate and 1031 Exchanges, Portfolio Management, Estate Planning, and more. Join us each week so that you can be prepared for When The Paychecks Stop™.

Categories: Business, Education

Tags: cfp, chfc, financialplanning, investing, investment, Retirement, RetirementPlanning, stockmarket, taxes

Join Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You’ll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.

Categories: Business

Tags: cfp, Finance, financialadvisors, financialplanners, financialplanning, investing, investmentmanagement, personalfinance, ria, wealthmanagement

Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Roadmap at NewPlannerRecruiting.com/Roadmap.

Categories: Business, Education

Tags: financialplannercareers, financialplanners, financialplanning, financialplanningeducation

Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, and more. You will get real life tools you can use to take control of your financial future. Submit your questions to jake@youandifinancial.com , contact twitter.com/jakestwocents, Facebook @jakestwocentsSecurities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances.

Categories: Business

Tags: 401k, 529plans, annuities, assets, behavioralcoaching, bonds, businessowners, businessplanning, certificateofdeposit, certifiedfinancialplanner, collegesavings, commodities, currencies, debt, entrepreneurs, finances, FinancialPlan, financialplanner, financialplanning, hedgefunds, Invest, investing, investment, investmentresearch, lifeinsurance, marketrisk, millennial, Millennials, Money, MoneyManagement, moneymatters, mutualfunds, portfolio, realestateinvestments, Retirement, riskfactors, savings, smallbusiness, socialsecurity, solopreneurs, stockmarket, stocks, studentdebt, studentloans, TaxPlanning, variablelifeinsurance, wealthmanagement

This podcast is a series of conversations between members of the JS Group at Baird. The team members include: Randy Stary, CFP® and Senior Investment Consultant at Baird; Cynthia Schoen, CFP® and Ross Johnson, CFP®. Six Minutes of Wisdom focuses on investments, financial planning and personal finance. The intent is to keep the conversations short and meaningful.

Categories: Business

Tags: baird, financialplanning, jsgroup, sixminutes, stary, stockmarket, Wisdom

As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn’t receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and your family. I have witnessed residents and fellows bombarded by life and disability insurance salesmen and other “investment” pitches that are not in their best interest. You didn’t receive any formal financial education in your decades of medical training, so how are you supposed to know the good financial advisors from the bad? This podcast will help with that. Remember, it’s ok to not know the difference between a ROTH IRA and a 403b or which 529 plan is best. This podcast will simplify highly complex concepts and translate industry jargon into plain English. Are you ready to take action and make smarter, more informed financial decisions? Great – let’s do this! Let your financial residency begin.

Categories: Business

Tags: budgeting, doctor, Fellowship, Finance, financialplanning, investing, medical, Money, physician, Resident, whitecoat

This podcast is the place for entrepreneurs who want to learn the actionable strategies and steps needed to make more money and build wealth in alignment with authentic Jewish values. Join certified life and money coach and multi-6-figure business owner Debbie Sassen each week as she shares the exact strategies and resources you need to change your relationship with money, close more sales, and move from scarcity to abundance. Learn how to invite G-d into your business while you dissolve the mindset blocks that keep you trapped in a cycle of under-selling, under-earning, and under-investing. Remove subconscious feelings of insecurity, judgment, and rejection that surface when you set – and go after – big money goals. Making more money and building wealth are totally possible, and this podcast will show you how. You won’t want to miss an episode so be sure to subscribe now! Visit us over at debbiesassen.com for more resources.

Categories: Business, Education

Tags: Abundance, finances, financial, financialplanning, Invest, investment, Money, scarcity, womenentrepreneur, WomenInBusiness

Exclusive interviews from the nation’s most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.

Categories: Business

Tags: currentevents, finances, financialplanning, investing, lifestyle, News, Politics, Retirement, stockmarket, Wealth