Podcasts about arbor financial

In Episode #10 of NAPFA Nation, Irfan Bhabhrawala, Owner and Lead Financial Planner at Arbor Financial, talks with podcast host Marie Swift about his career transitions – from a university setting to technology and consulting roles, plus real estate investments, to ultimately becoming the owner of a fee-only financial planning firm based in Ann Arbor, Michigan. Bhabhrawala is proud to be part of the fiduciary movement in financial planning, which prioritizes giving honest advice with minimal conflicts of interest. He shares: Why he decided to leave lucrative career endeavors in other fields to become a commission-free, retainer-based, tax-focused, comprehensive financial advisor    How he used his transferable skills in his now chosen field of holistic financial planning and investment management How he became the owner of the financial planning business versus just staying on with a financial planning firm in a more traditional, salaried role In a nutshell: Bhabhrawala has been involved in financial planning for over 20 years and is passionate about understanding each client's unique situation. He joined Arbor Financial in 2014 and purchased the business in 2015. Prior to that, he had experience in mechanical engineering, real estate investment, management consulting, and university administration. The seed for his interest in financial planning was planted when he helped his parents with their finances and struggled to find a professional who aligned with his values of fee-only advice without commissions. He became interested in financial planning as a hobby and eventually took over Arbor Financial.      He is an active member of ACP (Alliance of Comprehensive Planners) and NAPFA (National Association of Personal Financial Advisors), which provide him with support, community, and resources for his practice. At Arbor Financial, Irfan focuses on holistic financial planning that includes tax preparation services since taxes are an important factor in clients' overall financial well-being. Bhabhrawala uses the ACP model for client compensation, focusing on factors like income and complexity. He prefers a flat rate annual fee and believes in being fair with fees. Real estate investments are discussed, with Bhabhrawala cautioning against too much risk, which could jeopardize an otherwise solid financial plan. Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org.

On Business Matters we're joined throughout the programme by Andy Uhler, from our partner programme Marketplace, along with Shuli Ren from Bloomberg in Hong Kong. Claudia Sahm, a former Federal Reserve and White House economist, shares her thoughts regarding the weakening of global currencies against the US dollar. How are the markets reacting to the currency fluctuations? Peter Jankowskis from Arbor Financial tells us. The BBC's Thomas Nandi explains why Ghana is also struggling against the US dollar. ''Swift and severe'': that's how President Joe Biden's spokeswoman, Karine Jean-Pierre describes additional sanctions from the US against Russia as the country considers annexing extra territory in Ukraine. The UK has also unleashed further sanctions targeted towards the organisers of self-styled 'referendums' asking Ukrainians in occupied territories if they support joining Russia. The Canadian prime minister, Justin Trudeau, talks tough against Iran following the death of a young woman in police custody ten days ago which has triggered large scale demonstrations. NASA completes one of the world's most daring space missions. We're joined by former space agency employee Keith Cowing. The BBC's Laura Heighton-Ginns meets domestic workers who escaped modern slavery as she digs deeper into the exploitation and abuse of domestic workers overseas. Alex Serdiuk, CEO of the Ukraine AI firm Respeecher, tells us how they managed to close one of the most well-known characters in movie history, Darth Vader. (Picture: The US dollar and British pound. Credit: Getty Images).

First - we look at how Marine Le Pen and Emmanuel Macron will face-off in two weeks time. We spoke to Laurent Allias who runs Josiane, an advertising agency based in Paris. He told us about how he thought the result of the first round would affect him. Alexandre Mayol, Associate Professor in Economics at the University of Lorraine told us how the two candidates' policies differed. Next - we spoke to Professor Robin Carhart-Harris. He's a psychologist, neuroscientist and former Head of the Centre for Psychedelic Research at Imperial College London. He told us what led him to researching the medical effects of magic mushrooms and how they can open up depressed people's brains to stop them getting stuck in a negative pattern of thinking. Lastly - more falls on the equity markets in the US. The Nasdaq fell over 2%. The reason lies in the US treasury market, or the bond market. We asked Peter Jankowskis of Arbor Financial to explain how it influenced the stock markets.

First in this edition of The World Business Report - we look into how Nazanin Zaghari-Ratcliffe's release from custody in Iran is linked to the payment of a debt owed by the UK from the 70's. Rowena Abdul-Razak, DPhil in Oriental Studies at the University of Oxford takes up the story. Then we take a look at the tragic China Eastern Airlines Boeing 737-800 passenger plane crash in southern China. We asked our Business Correspondent Theo Leggat what was known about this crash. Next, our regular US markets guest Peter Jankowskis of Arbor Financial talked us through what worried investors about Boeing's stock. Lastly, we spoke to David Laborde, Senior Research Fellow at the International Food Policy Research Institute, and asked him first about what is happening in Egypt. He also gave us a deeper look into the importance of wheat. Producer: Gabriele Shaw | Presenter: Jamie Robertson

Many fee-only planners build their own practices from scratch, or with client relationships developed at a prior employer. But what's it like to buy an established practice from someone else? Join us as Irfan Bhabhrawala, CFP®, Owner of Arbor Financial in Ann Arbor, Michigan, describes his experience seeking a firm to advise a family member. In time, he joined that same firm as an employee and then bought it from his family's advisor. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Irfan Bhabhrawala, please visit www.ArborFinancial.com.

This double-header episode shines the spotlight on two fascinating guests that are sure to capture your attention, inspire you, and move you! Opening the first reel, guest, Bill Foster, who is an actor, director, producer, writer, and retired Superintendent, shares life as a Texan who married his college sweetheart Linda (30+ together). Bill graduated with a B.S. and a M.Ed. from East Texas State University (Alpha Gamma Rho) and spent 33 years in public education as an Agriculture teacher, Principal, and Superintendent. He has authored children’s books, western novels, and a theatrical play. After retiring Bill appeared in AMC’s “The Son,” HBO’s “The Leftover’s,” and has also wrote, directed, and filmed “Showdown on the Brazos,” “Showdown on the Guadalupe,” “I Heard the Quail Whistle,” “I’ve Got Your 6,” along with others. During the show, he talks about how he got where he is, including the challenge of getting published and then how much his children’s books were in demand and why, along with what he has coming soon. Bill's accomplishments are not only things you‘ll want to “be on the lookout” for cuz “everything’s big in Texas,” but he is someone to emulate. Know there is always more to dream and achieve! https://www.imdb.com/name/nm8444211/ https://www.youtube.com/watch?v=2A4OGxwoTXI https://www.amazon.com/Showdown-Guadalupe-Bill-Foster-ebook/dp/B01AQ6RRG2/ref=sr_1_5?keywords=bill+foster&qid=1581209176&s=books&sr=1-5 https://www.amazon.com/Windows-Home-Bill-Foster-ebook/dp/B075PN3L4W/ref=sr_1_14?qid=1581209327&refinements=p_27%3ABill+Foster&s=digital-text&sr=1-14&text=Bill+Foster Out of the second gate comes guest, Jeffrey Small, President of "Arbor Financial," and author of “Turning Financial Planning Right-Side Up,” an Amazon bestseller that has helped thousands of readers master the inside game of investing, as well as avoiding Wall Street and media bias. He is a Market Watcher, Energy Analyst, and occasional host of the national TV show, “The Income Generation." Jeffrey has been working with clients and their families for almost 30 years. Arbor Financial is a “boutique of Financial Investment's” and Jeffrey is licensed with the “Florida Department of Financial Services,” a “Certified Senior Advisor” through the “Society of Certified Senior Advisors” and recently completed the requirements to become an “Investment Advisor Representative.” Both he and Arbor Financial are also members in good standing of the “Central Florida Better Business Bureau” and “The National Ethics Association.” During the show Jeffrey talks about the things many people don’t talk about when it comes to giving out financial strategy. Here is an excerpt from the show… “we are hyper yield interest rate dividend focus, but we are not stock market specifics, so the average portfolio in our office here will be generating greater than a five percent net yield after fees, but there'll be 85 percent uncorrelated or disconnected entirely from the stock market if not more than that as a percentage and so that is where folks today should be modern with their money.” Now if you are feeling a bit confused here is something Jeffrey says that you may never have heard an advisor say, “I always tell everybody is they should go out and find three advisors, I even tell my my own perspective or potential customers this, they should find three advisors, they should show them their best their best risk off approach with their highest yield arrived, and so if they can get a four or five percent net yield and be risk off and that's a good advisor.” Jeffrey goes into so much detail about how the current state of the economy may affect you and how you can address it. The great thing about it is he is able to explain this in a way that is easy to understand and may allow you to rethink how you want to strategize your finances. http://arbor-financial.com

HR 2(1-14-20): Jeff Small, Arbor Financial. Nikki Haley by John Rush

Jeff Small is the President of Arbor Financial, Amazon Bestselling Author, Market Watcher,and Energy Analyst. Jeff has been working with clients and their families for almost 30 years. With both industry & market experience, Jeff is dedicated to providing his clients and the public with an array of diverse financial products and services.

How to Modernize a Portfolio | How To Trade Stocks and Options Podcast⁠ Jeff Small of Arbor Financial stops by to give us his insights about what he sees coming in the markets and how to set up a defensive portfolio in an effort to keep it modernized. Jeff's Book - Turning Financial Planning Right Side Up: https://amzn.to/2Iu0tYd My Name is Christopher Uhl and I'm an Award Winning Trader, Entrepreneur, Author, Podcaster, Speaker, and Coach that partners with entrepreneurial traders and everyday investors looking to get ahead around the world to help them change their financial futures. Follow these steps to get started on your journey to becoming a 10 Minute Trader too! Step #1: Get the 100% FREE secret weapon that investors all over the world are using to start changing their financial future here: https://www.triplestockprofits.com Step #2: Want to See How We Use Artificial Intelligence To Get Win Rates As High as 90%, Without Wasting Any Time on Useless and Obsolete Technical Analysis... Go Right Now to https://www.tryfinclub.com and see for yourself how they take the guesswork out of trading! Step #3 Do you have the premier options trading broker? If you have any other broker, I want you to stop and go to https://www.trytastyworks.com right now. I have an incredible offer for you, just sign up for a FREE account with Tastyworks using offer code 10MINUTE and I will give you nearly $1,500 in FREE bonuses just for creating a FREE account! It doesn't get any easier than that! Step #4 This Is The BEST Charting Platform I've Ever Used, Get 20% Off Your First Year! TRENDSPIDER - The Future of Trading Software https://trendspider.10minutestocktrader.com Step #5 Get A FREE Copy Of The Book I Use As My Business Plan To Grow From Zero to Seven Figures... Expert Secrets - Find Your Message, Build A Tribe, And Change The World... https://expertsecrets.10minutestocktrader.com Step #6 Connect on Social Media Instagram: https://www.instagram.com/10minutetrading Twitter: https://www.twitter.com/10minutetrading Facebook: https://www.facebook.com/10minutestocktrader LinkedIn: https://www.linkedin.com/in/christopher-uhl --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Jeffrey Small, financial planner and author of 'Turning Financial Planning Right Side Up,' talks with host Jordan Goodman about the struggle Americans face trying to find trustworthy, quality financial information. Small, President of Arbor Financial, believes that the need for reliable information is more pressing than ever as individuals make long term financial plans in a rapidly changing world.

Jeffrey Small, financial planner and author of 'Turning Financial Planning Right Side Up,' talks with host Jordan Goodman about the struggle Americans face trying to find trustworthy, quality financial information. Small, President of Arbor Financial, believes that the need for reliable information is more pressing than ever as individuals make long term financial plans in a rapidly changing world.

You're young and probably not too excited about talking retirement - but you should be.You see, thinking about retirement at an early age only sets you up for success in the future. How much success...well that's anyone's guess...but if we look at math alone, starting to save early allows more time for your money to compound. This is a very good thing.However, there's a real retirement crisis on the horizon not just for millennials but for Gen X'ers and other generations and it's sadly not improving.On This Podcast Episode:Jeffrey Small, President of, "Arbor Financial” and author of new book, Turning Financial Planning, Right-Side Up, is our guest on this podcast episode. He's sharing some nuggets of information about the retirement crisis that you don't want to miss.We're talking about why millennials should be thinking about retirement nowHow to frame your thinking about picking stocks and fundsReal ways that you can think about your savings for retirementWhat does the future look like for millennials now that we have this retirement crisis (i.e. are well doomed?)Thanks for Tuning In:Thanks for tuning in to listen to this episode of Millennial Money. Every listen means so much to us. If you’ve enjoyed this episode, please share it on social media using the hashtag #millennialmoneypodcast.Also, please leave an honest review for Millennial Money on iTunes! Ratings and reviews are extremely helpful and much appreciated! You’re awesome!Want More:Shannah on TwitterShannah on InstagramDisclosure:The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) and financial strategies may be appropriate for you, consult your financial adviser prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.

Jeffrey Small grew up in Brevard County and has been working with clients and their families for almost 30 years of industry & market experience. Arbor Financial is a boutique of Financial Investment's. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association. What is the Goldilocks zone for investors next 5 to 10 years? What is the effect of risk on your portfolio ? How much risk should you have in todays market? Can the stock market go higher? FinancialPlanningRightSideUp.com  New Interviews, and Inspirational videos will be posted every week on my Youtube Channel! Just go here: https://goo.gl/EA9x6D Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter.  

On this episode, I get to sit down with Michele Town of the Town Group within Arbor Financial, a mortgage broker in California. With experience in the industry since 1989 and $97 million closed in 2017, Michele has a wealth of tips and strategies to share to get your business off to a fantastic start in 2018. Tune in for Michele’s strategies for success! Love the show? Subscribe, rate, review, and share! Here’s How » Join the Mortgage Lending Mastery Community today: jenduplessis.com Become a MLM Gold Member! MLM Membership

On this episode, I get to sit down with Michele Town of the Town Group within Arbor Financial, a mortgage broker in California. With experience in the industry since 1989 and $97 million closed in 2017, Michele has a wealth of tips and strategies to share to get your business off to a fantastic start […]

Jeffrey Small - grew up in Brevard County and has been working with clients and their families for almost 30 years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.   Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter. Need help with your business? Contact Bert Martinez. Have Bert Martinez speak at your event!

Mary King IRS Problem Solving Attorney and co- author of the book Protect and Defend. Mary's career as an attorney began in 1993 after graduating from Stetson University College of Law.   Her career in law has primarily focused in IRS problem solving as well as mortgage foreclosure defense.  Mary has been practicing law for 23 years and enjoys helping her clients remove the dark cloud of the IRS. Jeff Small, President of, "Arbor Financial.”  A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.   Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter. Need help with your business? Contact Bert Martinez. Have Bert Martinez speak at your event!

Ron Willingham author of twelve books, published by major New York publishing houses, and over 20 training and development courses that have been conducted in 130 nations, with over 1 ½ million participants. Clients include companies like Johnson & Johnson, Novartis, American Red Cross, UCLA Medical Center, Baylor Medical Center, Chevrolet, Mass Mutual Life, and over 2,000 others. Ron was the first to introduce processes that create actual behavior change in course participants. Jeff Small President of, "Arbor Financial.”  A.R.B.O.R., Assisting Retirees Beyond Ordinary Results.     For more information go to MoneyForLunch.com. Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter. Need help with your business? Contact Bert Martinez. Have Bert Martinez speak at your event!

Tom Hopkins carries the standard as a master sales trainer and is recognized as the world's leading authority on selling techniques and salesmanship. Over 5 million people on five continents have attended Tom's high-energy live seminars. Tom personally conducts 30+ seminars each year traveling throughout the world. He is the author of 18 books, including “How to Master the Art of Selling™,” which has sold over 1.6 million copies worldwide. His latest book is titled, “When Buyers Say No” and is receiving phenomenal reviews from sales professionals. Jeff Small President of, "Arbor Financial.”  A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative For more information go to MoneyForLunch.com. Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter. Need help with your business? Contact Bert Martinez. Have Bert Martinez speak at your event!

Legal Eagle and the Coach Radio with their guest Ken Dunn and Jeff Small: Ken Dunn is not only the creator of the new platform Readers Legacy, he is also an author of 4 books and the publisher of Next Century Publishing. Next Century Publishing has been dubbed by Publishers Weekly as being of one of the fastest growing hybrid book publishing companies in the United States. Jeff Small - Having presented over five hundred public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr. R. Jeffrey Small, grew up in Brevard County and has been working with retirees and their families for almost 30 years. A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.

Legal Eagle and the Coach Radio with David Altenbern and Bryan Kiser with guests David Scranton & Jeff Small: David Scranton - New York-based Sound Income Strategies was founded by David Scranton of Scranton Financial Group, Connecticut. One of the nation's most successful and respected independent financial advisors, David Scranton has been specializing in the universe of income-generating savings and investment strategies for over 15 years. Prior to that, he followed a typical business model based heavily on stock market-based investment strategies. But in late 1999, Scranton's knowledge of stock market history enabled him to foresee the coming 2000 stock market collapse and the onset of a new 20-plus year secular bear market cycle. Jeff Small, President of, "Arbor Financial. Having presented over five hundred public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr. R. Jeffrey Small, grew up in Brevard County and has been working with retirees and their families for almost 30 years. A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative.

The Moneywise Guys Podcast Wednesday, April 1st www.MoneywiseGuys.com Moneywise Hosts: Garro Ellis & Kris Pelster Guests: Phillip W. Gillet, Attorney at Law Certified Bankruptcy Specialist Jeff Small, President of, "Arbor Financial.”