Podcasts about certified estate planner

The Middle East is home to some of the world's oldest civilizations, religions, and cultures.At the same time, it is the scene of some of the most pressing geopolitical issues of our time. The recent escalation of violence between Israel and Hamas has raised concerns about the stability of the region and the prospects for peace, and the situation also presents opportunities and challenges for the global economy, particularly the oil markets. In this episode, Ryan Detrick & Sonu Varghese speak with Matthew Gomoll, MBA, CEPA, CEP®️, Partner, Wealth Advisor at Carson Wealth. Matt shares his insights on the complex geopolitical situation in the Middle East between Israel and Palestine, including the potential implications for the region and the world. Ryan and Sonu also cover the impact of geopolitics on the stock market, inflation, and the economy, and the outlook for the stock market in the coming year.They discuss: Matt's background as a wealth advisor and former U.S. Army Special Forces officerThe geographical and historical context of Israel's position in the Middle East and the ongoing threat from Hezbollah and HamasThe impact of the Israel-Palestine conflict on the marketsHistorical examples of how stock markets have performed in the aftermath of major geopolitical eventsHow the US has become the largest producer of oil and its shift from being a net importer to a net exporterThe concept of excess savings and its impact on the economyThe performance of small caps and financials in the first year of a bull market and the potential outlook for 2024And more!Resources:Sign up now to the 2023 Excell Represent ConferenceConnect with Matthew Gomoll: LinkedIn: Matthew GomollConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:Matthew Gomoll has seen firsthand what a difference financial planning can make – not just for your wealth but for your life.His passion is to truly help clients work towards their goals. Whether that is feeling comfortable to retire, preparing a business to sell, buying that vacation home you've always wanted, finally paying off that debt weighing you down, or caring for a loved one in old age, the measure of his success is when you do the things in life that are important to you.His background as a Special Forces Officer gave me years of experience listening, identifying root issues, and communicating in terms that can be easily understood. Matthew's service has also instilled the values of integrity, duty, loyalty, and quick thinking under fire – skills and values he draws on every day as an advisor.As a CERTIFIED EXIT PLANNING ADVISOR and CERTIFIED ESTATE PLANNER™, Matthew enjoys leading efforts on your behalf across a team of CPAs, attorneys, bankers, and other professionals to help you make the best decisions possible for your family or your business. He has specific experience in helping business owners grow the value of their business and position it for an eventual transition. Matthew also specializes in working with estate planning attorneys on all of the financial considerations for a family's estate. 

Andrew Rosen is the President of Diversified, LLC. In his role as President, he sets the strategic direction, which focuses on providing clients and employees with everything they need to achieve their goals and dreams.  As a Financial Planner, Andrew forges lifelong relationships with clients, coaching them through all stages of life and guiding them to better achieve their life goals. Andrew loves helping others by spreading his knowledge on finance, investments, and the pursuit of happiness/fulfillment. He writes nationally recognized, weekly blog posts on these topics and is a regular contributor to Kiplinger and Forbes. Andrew has been published in The Wall Street Journal, Barron's, Financial Advisor Magazine, US News & World Report, USA Today, CNBC, along with many other publications. Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with his health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER™ designation, the CERTIFIED ESTATE PLANNER™ designation, and has been named a Five Star Best in Client Satisfaction Wealth Managerin Philadelphia and Delaware.   Listen to this insightful RIA episode with Andrew Rosen about helping people live the American Dream. Here is what to expect on this week's show: - How people need to craft a plan and then follow through with that plan to reach their life goals. - Why people must be conscious of their actions and reactions and what their implications might be. - How a little tweak can make a big difference when it comes to your finances. - Why it's important to have a map that leads you towards your goals. - How might have to change your lifestyle to be able to reach your goals.   Connect with Andrew: Links Mentioned: https://diversifiedllc.com/ Twitter https://twitter.com/DiversifiedLLC_ Facebook https://www.facebook.com/DiversifiedLLCDE LinkedIn linkedin.com/company/diversifiedllc Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris wraps up our special Tax Time episode with guest Justin Biance, a Certified Estate Planner and principal at J. Biance Financial.  Justin specializes in multigenerational legacy planning and is the author of “Designed To Last: Renovate Your Financial House And Retire With Confidence.”

Women are so incredibly strong. We can have careers, earn degrees, achieve financial goals,  raise babies, and keep the house clean...often all at the same time. Christina Lynn is one of those women doing it all and empowering other women along the way.  Christina is sharing her story of returning to the workforce after a tough divorce, raising her two young children, and pursuing her PhD. She explains why financial education is crucial for all women, gives us actionable tips, and lots of encouragement for moving forward during the hard times. IN THIS EPISODE, SAMI + CHRISTINA CHAT ABOUT: Bouncing back after hitting rock bottom Moving forward after a tough divorce Returning to the workforce after being a stay-at-home mom Balancing motherhood, a career, and pursuing a degree Financial tips specifically for mothers Preparing your money for the future The importance of financial education for women RESOURCES MENTIONED: [Freebie] Net Worth Worksheet [Full Set of Worksheets] Digital Budgeting System Podcast Home Page Leave a Podcast Review MEET OUR GUEST Christina Lynn is a CERTIFIED FINANCIAL PLANNERTM , Accredited Financial Counselor®, Certified Divorce Financial Analyst®, Certified Estate Planner®, and a doctoral student in personal financial planning at Kansas-State University. She works with clients nationwide and specializes in financial planning for women and families, as well as divorce financial advice. She has also been a frequent guest on KDLT News and Keloland Living, giving financial tips on various money topics. Her mission is to educate and empower women to achieve long-term financial success. For fun, she runs Spartan races, travels (on a budget, of course!), and watches telenovelas. >> Reach out to Christina for a FREE financial consultation. Instagram | Linkedin | Facebook I'D LOVE TO HEAR FROM YOU... Reviews are everything on iTunes! Would you take a minute and click here to leave a review? If you have a question or comment about this episode connect with me over on Facebook or Instagram.  HEY I'M SAMI WOMACK I'm the wife to my high school sweetheart, Daniel, + homeschooling momma to our 3 girls. I'm the Budgeting Coach + Motivational Speaker behind  A Sunny Side Up Life. My family used to be in $490k of debt + living paycheck-to-paycheck, but after we hit rock bottom everything changed for us! Now that my family has become debt free + gained financial freedom, I want to help your family do the same! My passion is inspiring women to live abundant lives through budgeting, intentional living, and positive thinking. I offer a jump start into budgeting with my free 8-day Declutter Your Budget Challenge + full budgeting experience with my course, Your Sunny Money Method.

Christina Lynn decided to specialize in divorce financial planning because of her own personal experience while unraveling a complex divorce. Her journey led her down the path to become a personal finance expert. She is a retirement planner, Certified Estate Planner®, and Certified Divorce Financial Analyst. Today, the mistakes she made in the past inform and have been translated into solutions for her clients. Today we’re chatting about: How to get financially ready for divorce How to understand your own finances and get involved in them. Why being financially secure means that you can remarry with only love in mind. Connect with Christina: Website: www.lynnfinancialllc.com LinkedIn: https://www.linkedin.com/in/christina-lynn-365633a0/ Twitter: @LynnFinancial   Get a copy of Jen’s book, “Woulda, Coulda, Shoulda: A Divorce Coach’s Guide to Staying Married” here.

Christina Lynn decided to specialize in divorce financial planning because of her own personal experience while unraveling a complex divorce. Her journey led her down the path to become a personal finance expert. She is a retirement planner, Certified Estate Planner®, and Certified Divorce Financial Analyst. Today, the mistakes she made in the past inform and have been translated into solutions for her clients. Today we’re chatting about: Why it’s important to get set up for financial success after divorce Why you should not neglect your personal finances while raising your children. How to put yourself in a good position financially   Connect with Christina: Website: www.lynnfinancialllc.com LinkedIn: https://www.linkedin.com/in/christina-lynn-365633a0/ Twitter: @LynnFinancial   Get a copy of Jen’s book, “Woulda, Coulda, Shoulda: A Divorce Coach’s Guide to Staying Married” here.

I always love talking to professionals who have been through the process of divorce. So I'm really happy today to have Christina Lynn, of Lynn Financial, join me on the podcast. Christina was a stay-at-home mom until she got divorced. After her divorce, she re-invented herself and went from having nothing to creating a thriving financial practice. She and I have a really great conversation today about some of the biggest financial mistakes that people tend to make when getting divorced. Christina has some really good advice and tips to offer you. She also has a really great story to tell, so listen in! Christina used to be oblivious to her family finances. After reaching her lowest point while unraveling a really complex divorce, however, she decided to invest in educating herself so that she could become the person she needed to be for herself and her kids. She chose to specialize in divorce financial planning. And this changed her life completely. She became a financial consultant, Certified Estate Planner®, Certified Divorce Financial Analyst®, tax preparer, and retirement planner. The mistakes Christina made in the past now inform and have been translated into solutions for her customers at Lynn Financial. Listen in today to find out what Christina has to share with you about divorce and money. Show Highlights: When Christina filed for divorce, she did pretty much everything wrong. She wanted other people to learn from her experience and from the mistakes she's made.  Christina's experience of custody issues. Some mistakes she made at the time of her divorce. Giving dads the space to figure things out for themselves. Being objective about a father's parenting capabilities. Finding your second career later in life — like a phoenix rising from the ashes! Some common financial mistakes women tend to make when getting divorced. Collaborative divorce as an alternative — and it can save you a lot of money too! Christina gives her best financial tip. Employing a team of professionals could cost you less than only relying on your attorney. Some tips for protecting your kids through the divorce process. Christina explains the way that she helps people through the process of divorce. Links: Christina's website:  www.lynnfinancialllc.com   Christina's email: christina@lynnfinancialllc.com Links to all Christina's social channels: https://www.facebook.com/lynnfinancial/ https://www.instagram.com/lynnfinancial/ https://www.youtube.com/channel/UC4S9-c9ngRYtjgiaf-j_1LQ https://twitter.com/LynnFinancial?lang=en https://www.linkedin.com/in/christina-lynn-365633a0/   For Christina's promotional offer for the educational course, she offers for individuals facing divorce, to help protect their credit and avoid common financial pitfalls. https://lynnfinancialllc.com/overcomer-course-49-promotion/.  For listeners, she has reduced the price from $99 to $49.    

Understanding asset protection is vital to maintaining the health and security of your retirement assets. Jean Ann Dorrell shares with Heather Wagenhals during this reprise interview what seniors can do to protect themselves from being scammed. Who's On: Author, speaker and founder of Senior Financial Security, Inc., Jean Ann Dorrell's experience includes giving financial advice on more than 50 television news programs and composing more than 80 published articles. Jean's background also includes offering unique financial advisement, working with retirees who want “safe money” concentrating on their fixed annuities, life insurance and protecting all assets. Jean has achieved the prestigious Certified Estate Planner designation under the direction of the National Institute of Certified Estate Planners (NICEP). NICEP is nationally recognized by many of the industries top Broker/Dealers, Insurance Companies, and numerous professional financial, legal, and tax service organizations that are involved in the area of estate planning. You can find Jean on NICEP's website at www.nicep.org. Big Vision: Jean Ann Dorrell is passionate about helping seniors protect themselves and their assets and navigate the using financial investment waters. What's Shared: How to avoid being scammed How to handle important financial decisions Selecting the right financial advisor Learn More with Guests Links: http://senfinancial.com/about/jean-a-dorrell/ This Week's Key: Knowledge is Power, Not Knowing is Powerful Join us Mondays for our Unlock Your Wealth LIVE show at our Facebook fan page a HTTP://fb.com/UnlockYourWealthRadio You can hop on the show and directly ask questions! Special Offers: Join us on Instagram ( http://Instagram.com/UnlockYourWealth ) for our daily live broadcasts at 7:30 PM Eastern where Heather introduces you to her Complementary 30 Days To Personal Finance Success Program! also follow @unlockyourwealth so you always know every time Heather does the new broadcast. For free tools and resources give her an inbox message after each show for the complementary resource she offers. FREE is GOOD! Do it now! Tags: Seniors, retirement, investment, investment scams, scams, fraud, Jean Ann Dorrell, Heather Wagenhals

Jean Ann Dorrell, Certified Estate Planner and Published Author helps listeners understand asset protection with Heather Wagenhals, Executive Producer and host of UnlockYourWealthRadio.com. Tune in as Jean Ann Dorrell helps seniors protect their assets by revealing the number way seniors are scammed. Author, speaker and founder of Senior Financial Security, Inc., Jean Ann Dorrell's experience includes giving financial advice on more than 50 television news programs and composing more than 80 published articles. Jean's background also includes offering unique financial advisement, working with retirees who want “safe money” concentrating on their fixed annuities, life insurance and protecting all assets.   Tune in to Heather's other financial show, Keys To Riches™ Financial Wellness Series, that provides financial concepts each week that teach you how to think like the rich and be in control of your own money. Tune in this week's Keys To Riches HERE!  

Jean Ann Dorrell, Certified Estate Planner and Published Author helps listeners understand how to protect your assets with Heather Wagenhals, Executive Producer and host of UnlockYourWealthRadio.com. Author, speaker and founder of Senior Financial Security, Inc., Jean Ann Dorrell’s experience includes giving financial advice on more than 50 television news programs and composing more than 80 published articles. Jean's background also includes offering unique financial advisement, working with retirees who want “safe money” concentrating on their fixed annuities, life insurance and protecting all assets.  

Craig Smalley has been admitted to practice before the Internal Revenue Service as an Enrolled Agent, is a Certified Estate Planner, and a Certified Tax Resolution Specialist. He is the Founder and CEO of Tax Crisis Center® and CWSEAPA®, LLP, which is a nationally recognized brand of accounting, financial, and tax products in Florida, Nevada, and Delaware. He has been in practice for 22 years, and an expert at solving tax problems for individuals, as well as businesses. He specializes in individual, corporate, business, and small business taxation, as well as IRS Representation.  Craig's site NerdWallet Sound Health Options

David Blackston founded the Blackston Financial Group in 1998 and is also a Certified Estate Planner®, Certified Senior Advisor®, Investment Advisor Representative, and a Licensed Insurance Agent. He has over 40 years of experience in the financial industry and is one of the authors of the recently published book, "Have You Ever Been Bitten by an Elephant? The Definitive Guide for Retiring Well." David's unique approach to financial planning includes investment advisory services, tax forecasting, and estate planning — all working together to provide a comprehensive plan for clients. His methods include safe money, risk money, and how these two competing worlds can be brought together to provide a worry-free lifestyle. Secret – timesaving technique David has mentors that keep him in check -- if you don't have a mentor, get one. ONWARD! Could have ruined your business – but now – an invaluable learning experience David felt that he wasn't worthy of mentors -- and David tells the whole story here. Most influential lesson learned from a mentor "Be the exception."   Final Round – “Breaking Down the Recipe for Success” What strategy would you recommend new business owners focus on to best ensure success? Believe in yourself Get a mentor How best to connect with David: Website: blackstonfinancialgroup.com Phone: (888)319-5656 Website: david.blackston@blackstonfinancialgroup.com

Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 17th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Alan Pratt, Founder of Pratt Legacy advisors. Alan is a Chartered Advisor in Philanthropy through the American College and a Certified Estate Planner through the Institute of Certified Estate Planners. Alan leads with his heart when helping families to plan their wealth legacies. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Guardian or PAS unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Crypto-preneurs Radio with Host Linda Ballesteros and Tony Gambone with Special Guest Craig Smalley: Craig Smalley, has been admitted to practice before the Internal Revenue Service as an Enrolled Agent, is a Certified Estate Planner, and a Certified Tax Resolution Specialist. Craig is the founder of Tax Crisis Center® and CWSEAPA®, LLP, a nationally recognized brand of accounting, financial, and tax services, with offices in Florida, Nevada, and Delaware. Craig’s articles are regularly published in Nasdaq and Yahoo Finance, among others. He has written 12 books on accounting and taxation, and he is also a regular contributor for AccountingWEB and NerdWallet. http://www.cwseapa.com

Jason Drohn has been marketing online for 8 years, working with hundreds of businesses and thousands of entrepreneurs through his courses and done-for-you services.  He's best know for his ‘quickest path to cash' strategies where he cuts years of testing and development out of his client's lives, and delivers sales funnels that that are both automated and profitable Ciara Neill founder and president of an organization called the Shimmer Sparkle Shine Project. The Shimmer Sparkle Shine Project prepares and host workshops for young girls in an effort to help them realize their own self-worth Craig Smalley has been admitted to practice before the Internal Revenue Service as an Enrolled Agent, is a Certified Estate Planner, and a Certified Tax Resolution Specialist. Craig is the founder of CWSEAPA®, LLP, a nationally recognized brand of accounting, financial, and tax services, with offices in Florida, Nevada, and Delaware. Craig's articles are regularly published in Nasdaq and Yahoo Finance, among others.  He has written 12 books on accounting and taxation, and he is also a regular contributor for AccountingWEB and NerdWallet. 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!

Jean Ann Dorrell, Certified Estate Planner and Published Author helps listeners understand how to protect their assets with Heather Wagenhals, Executive Producer and host of UnlockYourWealthRadio.com on Libsyn'sPopular Money Show and Season 19 Running with Scissors this Friday, May 30th, 2014 at 9:00AM (PST). Author, speaker and founder of Senior Financial Security, Inc., Jean Ann Dorrell's experience includes giving financial advice on more than 50 television news programs and composing more than 80 published articles. Jean's background also includes offering unique financial advisement, working with retirees who want “safe money” concentrating on their fixed annuities and life insurance.   Tune in as Jean Ann Dorrell reveals the number way seniors are scammed in this exclusive interview on the personal finance radio show, which specializes in a unique brand of financial literacy every Friday morning at 9:00AM (PST).       This week's key trivia is based on last week's No Seasonal Exceptions, plus Minutes on your Money and more during Declare Your Financial Independence 2014.   Learn more about This Week's Key in the Keys to Riches Financial Wellness Series: Create Credit  

Jean Ann Dorrell, Certified Estate Planner and Published Author helps listeners understand how to protect their assets with Heather Wagenhals, Executive Producer and host of UnlockYourWealthRadio.com on Season 19 Running with Scissors. Author, speaker and founder of Senior Financial Security, Inc., Jean Ann Dorrell’s experience includes giving financial advice on more than 50 television news programs and composing more than 80 published articles. Jean's background also includes offering unique financial advisement, working with retirees who want “safe money” concentrating on their fixed annuities and life insurance. Tune in this Friday as Jean Ann Dorrell reveals the number way seniors are scammed in this exclusive interview on the personal finance radio show, which specializes in a unique brand of financial literacy every Friday morning at 9:00AM (PST).