Podcasts about certified financial planners

Dylan opens from an echo chamber (literally) and the guys kick around first impressions of Gulfstream's newly announced G300 versus the G280—windows, avionics, “longest cabin,” and whether depreciation and warranty keep the new-metal carousel spinning. Mailbag hits everything from those mysterious skid marks on SNA 20R and whether an RJ type helps more than becoming a check instructor, to Phoenix haboobs, GA commuting from the islands, and a listener swag request. Flight Advice: a 40-year-old “late bloomer” with 1,600 TT/500 multi weighs fractionals vs. regionals; Dylan and Max lay out a strategy heavy on networking, patience, and targeted moves. Plus: disc golf as the stealth layover hack and a quick ode to SAN's shiny new terminal vibes. Show Notes 0:00 Intro 3:34 G300 Thoughts & Musings 27:26 Reviews 30:08 Mailbag 45:14 Flight Advice Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more.     Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.

Medicare is going through some of the biggest changes we've seen in years, and the impact on your retirement planning could be significant. Premiums for Medicare supplement prescription drug plans are expected to rise sharply, and the way you budget for healthcare in retirement may need to shift. In this episode of Wise Money, we break down what these changes mean, why costs are increasing, and how you can prepare. Season 11, Episode 7 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/XF-KsdkFHQ4  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Ep. 311Join Gabriel Shahin, Certified Financial Planner and host of "More Knowledge, More Wealth," as he dives deep into the incredible impact of lower interest rates on your economy, infrastructure, and personal finances.In this must-watch episode, Gabriel reveals:The power of low interest ratesSmart debt managementInvestment opportunitiesEconomic stimulationThe "Great Recalibration".Don't miss out on the crucial insights that could save you money and accelerate your wealth! This episode is packed with actionable advice that you wished you had during the last interest rate reduction period.

Late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

Rob Black looks at late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge where you can meet EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio

Late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

If you are facing a divorce, you likely need a team of professionals to protect your interests. In addition to your divorce attorney, you may consider involving your financial planner for a clear understanding of the important financial considerations for your future. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They welcome Mercer Advisors colleague Lorraine Eugenio, CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst. Listening Time: 26 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Grow predictably, protect your family, and give you lifetime access to cash, while also securing your retirement. Mark Willis, CFP®, shares how to think differently about money, maximize retirement income, and pay for college without going broke. Dial in and use tools like dividend-paying whole life insurance and annuities to build financial independence.   Key Takeaways To Listen For The first step to building a solid money plan Main difference between term insurance (renting) and whole life insurance (owning) Why whole life policies grow predictably and can still fund outside investments Annuities as the most efficient tool for guaranteed lifetime income Effective strategies that create lasting wealth and exit options   Resources/Links Mentioned In This Episode The Business Fortress by David Barnett and Mark Willis | Kindle and Paperback Debt by David Graeber | Paperback The Road Less Stupid by Keith J. Cunningham | Kindle and Hardcover Check out The Business Fortress webinars, available through New Banking Solution, for powerful business and financial insights. Don't forget to sign up at https://newbankingsolution.com/.   About Mark Willis, CFP®Mark Willis, CFP®, is a Certified Financial Planner™, best-selling author, and the owner of Lake Growth Financial Services, a Chicago-based firm helping clients take control of their finances with safe and predictable strategies. He co-hosts the Not Your Average Financial Podcast™, where he teaches how to pay for college without debt, invest in real estate, and create tax-free retirement income that can't be outlived. Mark has been recognized as a three-time #1 Best-Selling Author and is on a mission to help people think differently about money, become their own source of financing, and build lasting financial freedom.   Connect with Mark  Website: New Banking Solution | Lake Growth Podcast: Not Your Average Financial Podcast™ | Apple Podcasts and Spotify LinkedIn: Mark Willis, ​CFP® Facebook: Lake Growth Financial Services Instagram: @notyouraveragefinancial YouTube: Not Your Average Financial Podcast™   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Last year Americans lost more than $16 Billion dollars to scams. That's Billion with a B. While many of us believe we are savvy enough to spot a scam, the scammers are often one – or sometimes 2 or 3 – steps ahead.Anyone can become the victim of fraud, but seniors are much more vulnerable and often, have the most to lose.Since October is Cybersecurity Awareness month, I am going to share 10 tips to recognize and ward off scams in this episode of The Retirement Fix, a monthly podcast for less stress and more success in your go-go retirement years.I'm your host, John Gigliello, a CERTIFIED FINANCIAL PLANNER™ with the Albany Financial Group and I'm here to be your guide to keeping more of your hard-earned money by making smart financial decisions in retirement. This podcast is for people nearing or in retirement who want to learn more about proactive tax planning, retirement income planning, social security timing, investment management and asset protection.  After a life-altering health issue at age 39, my calling in life became clear: To share my knowledge of personal finance with people who are looking to make smart and responsible choices with their money.To find out more about the services I offer, visit https://www.jgigliello.com.When I say anyone can become the victim of cybercrime, I'm serious. Listen to these staggering 2024 statistics from the FBI:·         The FBI's Internet Crime Complaint Center (IC3) received more than 800,000 complaints about cybercrime, of which 250,000 cases resulted in actual losses.·         The average loss was just over $19K per victim, with total losses topping $16 Billion. ·         Losses due to cybercrime rose 33% in 2024 over 2023.·         Since it's inception in 2000, IC3 has received more than 9 million complaints.

Benjamin Bailey (@flybenfly) joins Max and Dylan for an honest, hilarious deep dive into aviation's influencer world, airline interview faceplants, and the realism gap on pilot social media. For professional pilots, this episode cuts through the curated BS to talk timing, authenticity, and bouncing back after setbacks. From CRM failures to career detours, Ben brings the real talk with a dose of humor. Hit play and subscribe for the stories you're not getting on your For You page. Follow Ben on Instagram @flybenfly Ben's WWII Aircraft Engine Youtube Channel @flightdojo Show Notes 0:00 Intro 2:29 Upgrading to Captain 9:45 It's All Timing 13:56 The Interview Gauntlet 31:24 Pilot Career Stories 48:38 YouTube Deep Dive 56:38 Spirit Story Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more.     Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.

Nick Hopwood, Certified Financial Planner and founder of Peak Wealth Management, joins The Steve Gruber Show to guide viewers through smart financial strategies as we enter the final quarter of the year. Hopwood discusses the S&P 500's strong performance, historical trends showing Q4 gains, and why earnings growth matters for investors. He also breaks down how to protect your portfolio from potential government shutdowns and offers insights on making the best Social Security decisions based on income, health, and long-term planning. With Nick, it's all about “No lazy money”, making every financial move count. Visit PeakWM.com/GRUBER to get a free social security analysis! LIMITED OPPORTUNITY!

As the year wraps up, our host Tim Pope highlights key planning reminders for pilots: open enrollment choices, tax strategies, 401(k) adjustments, and life changes like marriage, divorce, child birth, or buying a new home. He also covers Roth conversions, gain harvesting, FSA timing, and estate document updates. What You'll Learn from This EpisodeOpen Enrollment Considerations: What to review before re-electing benefits, especially if your airline changed providers or you've had a major life event.Life Transitions and Benefits: How marriage, divorce, childbirth, or military retirement can affect your insurance, estate, and legal plan decisions.401(k) Strategy: How to check your contribution progress, set your 2026 target, and re-evaluate Roth vs. traditional deferrals.Roth Conversions and Tax Bracket Planning: Why timing and bracket awareness matter when converting pre-tax dollars.Tax Gain Harvesting: How a low-income year might open a window to reset capital gains with little to no tax cost.Backdoor Roth Contributions: What deadlines actually apply and how to execute this multi-step move.FSA and Dependent Care Planning: Ways to prepare for upcoming expenses and reduce taxable income.Withholding Checkups: How to avoid surprises (or big refunds) in April by making Q4 adjustments now.Balancing Values and Financial Planning: Why it's okay to spend money when it aligns with what matters to you, and how Tim applied that to a recent family mountain biking expense.Resources:Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.

Guest:Edward (a.k.a. Scooter) F. Thomas IIITitle: Financial AdvisorAUM: ~$250MWebsite: https://savantwealth.com/employee/scooter-thomas/Bio:As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.Scooter has been involved in the financial services industry since 2017. He was an associate advisor with Bridgeworth until it joined with Savant in 2023. Prior to joining Bridgeworth, Scooter served as an officer in the U.S. Marine Corps and then transitioned to the reserve forces.While serving our country, Scooter was awarded the Navy and Marine Corps Commendation Medal and the Navy and Marine Corps Achievement Medal. In 2021, he was recognized by the Birmingham Business Journal as a Veteran of Influence.Scooter maintains his affiliation with the Marine Corps Reserve and serves as a Regional Air Defense Policy Planner on the Aviation Expeditionary Enabling team at the Pentagon. He is a member of the Monday Morning Quarterback Club and the Alabama Veterans Memorial Park Board, serves as president of the Birmingham chapter of the Hampden-Sydney Alumni Club, and is the board finance chair for the Birmingham Committee on Foreign Relations..Scooter earned a bachelor of arts degree in religious studies (Islam) from Hampden-Sydney (VA) College.Scooter and his wife Megan happily reside in Mountain Brook with their daughter Evie, son Franklin, and two dogs, Lettie and Macy.DisclaimerThis discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about our firm.

In this engaging episode of Dollars & Sense with Joel Garris, listeners are taken on a journey through the fascinating world of old paper stock certificates and the essential steps to cashing in on these historical treasures. Did you know there could still be $780 billion in forgotten paper stocks out there? Joel explains how to uncover their value, navigate the process of redeeming them, and avoid leaving money on the table. The conversation then shifts to the dream of early retirement. Joel breaks down the real-life factors that determine whether you can retire sooner than expected—including maintaining good health, managing family financial obligations, boosting your savings rate, diversifying your income streams, and eliminating debt. Through client stories and practical advice, he reveals how small steps today can lead to a comfortable tomorrow. But that's not all—this episode also unpacks the rising risks in today's stock market. Joel highlights how market concentration in tech and AI, along with the dangers of groupthink, could threaten your portfolio. He stresses the importance of diversification and regularly reviewing your risk profile to avoid unexpected pitfalls. Ready to discover hidden wealth, take charge of your retirement, and protect your investments? Tune in to this episode of Dollars & Sense for insights you won't want to miss! 

If you're facing a major expense - like a wedding - it may be wise to call your financial advisor first. Without guidance, many couples overspend and start married life already playing financial catch-up. Ed Gjertsen, Certified Financial Planner and Founder of Engage Wealth Group in Chicago, joins Andy Dahn on the WBBM Noon Business Hour to discuss.

In this episode, Mike McNamara, Ph.D., CFP® advises parents to proactively guide their high school and middle school children in making career decisions to ensure future financial stability and happiness. McNamara argues that a significant percentage of recent college graduates are underemployed or unemployed, suggesting that college is not the only viable path and may not be worth the cost for many. He emphasizes the importance of researching career aptitude, potential salaries, and the "living wage" before committing to expensive college majors, highlighting high-paying non-college careers like electrician and plumber as successful alternatives. Ultimately, this show is a call for parents and students to engage in serious financial and career planning to avoid future debt and dependency. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He's semi-retired, and works with legacy clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Are you in your 50s and planning for retirement? This decade can make or break your financial future. From cashing out retirement accounts too early to overlooking critical tax strategies, these mistakes can quietly derail your retirement goals. In this episode, we're revealing the top seven costly money mistakes people commonly make in their 50s and how you can avoid them. Season 11, Episode 6 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/xki9OY5XdWk  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Episode OverviewYour business is likely your biggest asset—but are you treating it like one? In this week's episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk breaks down the eight key drivers of company value that make your business more attractive, sellable, and profitable.Whether you're years away from selling or just want to build a business that runs smoothly without you, these strategies will help you create a more valuable, marketable, and enjoyable company.You'll also hear about two tools designed for business owners who want clarity on their next steps:The Personal Readiness to Exit Questionnaire: weeklywealthpodcast.com/precoreThe Value Builder Score: weeklywealthpodcast.com/valuebuilderscoreWhat You'll Learn in This Episode✅ Why your business is an asset—and how to increase its value.✅ The 8 Drivers of Company Value (financial performance, growth potential, Switzerland structure, valuation teeter-totter, recurring revenue, monopoly control, customer satisfaction, and the hub & spoke).✅ Questions every owner should ask: Would you buy your own business? Would you pay a premium or demand a discount?✅ Practical ways to reduce owner dependence so your business thrives without you.✅ How small shifts—like adding recurring revenue or improving customer experience—can transform your company's worth.Bonus Content

Award-winning CFP® Professional and Women and Wealth Authority Cary Carbonaro shares her remarkable, decades-long journey through the financial industry, shattering the glass ceiling. Carbonaro reveals the bold, decisive moves that shaped her career, including walking away from a half-million-dollar Wall Street salary after 9/11, quartering her income, and ultimately choosing to build her own multimillion-dollar financial planning practice from scratch. She talks candidly about the challenges of operating as a woman in a male-dominated industry, detailing the effects of implicit bias and the constant need for resilience. Her personal story—from a high-stakes divorce that inspired her first book to a toxic corporate sale that sparked her second—delivers a powerful message. Finally, and notably, as the first woman on the NASDAQ Advisor Council, she advocates for the power of the ask, arguing that women must stop waiting to be noticed or rewarded and instead become 100% responsible for their financial future to close the wealth gap.   The Power of Self-Nomination: Carbonaro confidently “threw her hat in the ring” to become the first woman on the NASDAQ Advisor Council, proving the importance of asking for a seat at any table rather than waiting for an invitation. Career Reinvention & Independence: Hear why she quit a high-earning NYC job, quartered her salary, and built her own firm, illustrating that true wealth requires building your own platform and never settling for less. Resilience in a Male-Dominated Industry: A candid look at the implicit and unconscious bias women face in finance, stressing that resilience is the essential, non-negotiable trait needed to succeed. Lemons to Lemonade: Hear how she calls on deeply personal, difficult experiences—a multi-million-dollar divorce and a toxic corporate sale—as the motivation to write her best-selling books and share crucial lessons with the world. Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInCary Carbonaro's LinkedIn Important Links for Cary:Cary Carbonaro's Website Cary's Women and Wealth Book About Cary Carbonaro:Cary Carbonaro is an award-winning Certified Financial Planner™ with over 25 years of experience. She is the Managing Wealth Advisor and Women and Wealth Ambassador at Ashton Thomas, where she leads a multimillion-dollar financial planning practice focused on empowering women. Cary is the bestselling author of The Money Queen's Guide and Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, which offers actionable strategies for better serving women in financial services.   It was a #1 new release in wealth management and #1 in business finance and economics.  A respected industry voice, she's been named as Investopedia's Top 100 Financial Advisors list six times and is the first female member of the 2024 Nasdaq Advisor Council. She has been a CFP Board Ambassador for over a decade.  Through speaking, media appearances, and advocacy, Cary champions financial literacy and female empowerment. 

What if your business wasn't just a source of income—but a divine assignment? Join Garrett Maroon and his guest Leland Gross as they dive into how to align your financial life with your faith, balance ambition with contentment, and use your business as a tool to live out the calling God has placed on your life.They unpack biblical principles for money management, the dangers of comparison and pride, and how real success is about more than what's in your bank account. You'll walk away encouraged, challenged, and equipped to steward your resources wisely and build a business that honors God.Get your free copy of The Faithful Agent E-Book: https://faithfulagent.com/

When it comes to personal finances... a growing number of married couples are choosing to keep their finances separate. Census data shows as of 2023... almost a quarter of married couples didn’t have joint accounts in 2023. What's driving the change? Greg and Holly discuss their own experiences and speak with Certified Financial Planner with DMBA, Shane Stewart about the pros and cons of having a joint bank account and what may be behind this shift.

Why You Can't Miss This Episode Are you confident your wealth will stand the test of time? Or are you leaving your financial legacy vulnerable? This episode of Inspired Money takes you beyond basic portfolio talk and into practical wealth preservation strategies, from smart investing and tax planning to estate protection and next-gen philanthropy. With a powerhouse panel of financial experts, you'll learn real-world tactics to keep your money working for you, avoid costly mistakes, and build lasting financial resilience. Whether you're growing a nest egg or planning your retirement, this episode delivers the tools to protect what you've built and create a legacy that lasts.  Meet the Expert Panelists Dana Anspach, CFP®, RMA®, is the founder and CEO of Sensible Money. She's dedicated her career to helping people create sustainable retirement income plans. She's the author of “Control Your Retirement Destiny” and “Social Security Sense.” Dana's hands-on experience makes her a wealth of practical knowledge. https://www.sensiblemoney.com Jacqueline Schadeck, CFP®, AWMA®, is a CERTIFIED FINANCIAL PLANNER™ professional, author, and speaker who helps individuals and families achieve financial clarity and build generational wealth. Inspired by her own family's experience with poor financial advice, she combines education, comprehensive planning, and community service to empower others toward long-term financial success. https://goldenws.com Kemberley “Kemcents” Washington, CPA, is a tax expert, journalist, and former IRS agent with over 20 years of experience helping individuals and communities navigate taxes and personal finance. A frequent contributor to Forbes Advisor and national media outlets like Good Morning America 3 and Fox Business, she is also the author of several books, including The Ten Commandments to Financial Healing and It All Starts with a Budget. https://www.kemberley.com Key Highlights 1. Rethinking the 60/40 Portfolio Dana Anspach challenges the traditional portfolio model, highlighting the need for personalized risk management: “It all comes down to being really clear on how you define risk… That's going to lead to different portfolio strategies that best protect against that risk.” From alternatives to ETFs, understanding your personal timeline and goals is key to crafting a resilient investment plan. 2. Modern Estate Planning Matters Kemberley Washington emphasizes staying on top of tax law changes and setting up basic legal documents, wills, trusts, powers of attorney, before moving to advanced strategies like donor-advised funds. Jacqueline Schadeck warns: “My fear is that everyone… is part of the 70% of Americans that don't actually have any estate documents in place.” Estate planning isn't optional. It's essential. 3. Business Entity & Asset Protection Simplified Entrepreneurs and investors risk everything when they mix personal and business assets. Dana Anspach shares: “You meet the wrong person at the wrong time and you never know what's going to happen… there may be simpler ways to get asset protection in place without the additional complexity.” Work with both a CPA and attorney to align legal structures, taxes, and retirement planning for maximum protection. 4. Next-Gen Philanthropy & Sustainable Investing Today's investors want more than returns—they want impact. From ESG investing to donor-advised funds, philanthropy offers tax efficiency, legacy building, and social good. Kemberley Washington notes: “More and more are not only thinking about ESG, but giving more impactful—maybe to a church, tithes, and different things of that nature.” Take Action: Protect Your Wealth Today My challenge to you this week: choose one area of your finances that feels exposed and commit to addressing it. Maybe that means calling your financial planner, researching asset protection strategies, or finally scheduling that estate planning meeting you've been putting off. Don't wait for the “perfect time.” Small steps now prevent big regrets later.

Max rants about St. Louis still acting like it's O'Hare, but enjoys the accomodations. The mailbag covers creative GA commuting strategies and whether backcountry camping flights belong on a professional resume. Ted calls in on his drive home from the airport to share some bidding tips. Flight Advice closes with a skydiver pilot wondering if it's time to trade jumpers for smokejumpers with the USFS—and what that career path really looks like. Show Notes 0:00 Intro 5:19 Max's Musings 13:24 Reviews & Comments 16:40 Mailbag 31:18 Straight Talk with Ted 45:41 Flight Advice Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more.     Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.

In this episode of the Widow Wisdom and Wealth Podcast, host Donna welcomes Isabelle Von Buscher, a woman of remarkable resilience and determination. Isabelle shares her inspiring journey of navigating career changes and raising a son after becoming a widow during pregnancy.    From her role as a VP in the corporate world in Europe to working for a nonprofit and building a holistic health and coaching business in Haiti and the Dominican Republic, Isabelle recounts her life's transformations.    She discusses the challenges of widowhood, single motherhood, and career shifts while imparting wisdom on personal development and professional reinvention. Isabelle's story emphasizes the importance of acknowledging one's current state, seeking professional support, and striving to realize one's dreams despite life's adversities. This episode offers invaluable insights and encouragement for those facing similar life transitions.   00:00 Introduction to an Inspiring Journey 00:37 Meet Isabelle: A Story of Resilience 02:03 Life in the Dominican Republic 03:09 The Sudden Shift to Widowhood 03:44 Finding Clarity and Strength 09:29 Navigating Career and Personal Growth 14:47 Embracing Change and New Beginnings 23:06 Balancing Family and Career 29:31 Advice for Widows and Career Shifts 31:04 Conclusion and Contact Information   Thanke to our guest Isabelle von Boetticher Fouchard, personal energy management & leadership development catalyst.   Connect with Isabelle https://www.cayae.net isabelle@cayae.net  https://www.instagram.com/isacayae/   BOOK YOUR FREE EXPLORATION CALL WITH ME ISABELLE CALENDLY https://calendly.com/isacayae/30min   YOUR FREE GIFT FROM ISABELLE 7-minute-Energize Meditation https://cayae.org       _______________________________ CONNECT

This is a re-release of episode 14 of Filling the Storehouse podcast with our friend Wes Lyons. We have seen incredible growth in his mission and impact and it is fun to go back and hear how it started. Wes Lyons, co-founder and partner of Eagle Venture Fund, and founder of Faith Based Investing tells us how he is helping investors and entrepreneurs heal and restore what has been broken. Wes is a Certified Financial Planner and Certified Kingdom Advisor who is on a mission to help people understand that companies whose mission is to do good, above becoming rich, thrive and find incredible success; significant returns for significant impact.  

In this episode of Dollars & Sense, Joel Garris and Rob Field take listeners on a practical journey through two crucial areas that impact your wallet—Medicare Advantage and the financial aftermath of divorce. Joel shares real-life insights about enrolling in Medicare Advantage plans, revealing common myths, what to watch out for during the enrollment period, and how to avoid costly mistakes. The duo also dives into the often-overlooked pitfalls of divorce finances, outlining typical errors like overspending, missing hidden assets, and letting emotions drive decisions. With relatable stories and expert advice, Joel and Rob break down why it pays to be proactive in both your healthcare and financial planning. If you want to learn how to protect your assets, sidestep common traps, and get the most out of your hard-earned money, click to listen and discover how to make smarter, more confident choices for your future! 

Should you keep life insurance once you retire, or is it time to drop it? In this episode of the Wise Money Show, we reveal when life insurance still makes sense in retirement, when it doesn't, and how to make the best decision for your financial future. Whether you're still working, planning retirement, or already retired, understanding how life insurance fits (or doesn't fit) into your financial plan is essential.  Season 11, Episode 5 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/-_Il2xx3yWo  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

On this episode, Mike McNamara, Ph.D., CFP® discusses the complexities of taking income from investment portfolios during retirement. He focuses on the need for a withdrawal plan to manage expenses, taxes, and market downturns, emphasizing the importance of matching the withdrawal rate to the portfolio's expected earnings. The discussion features a call from a successful 89-year-old listener, Ed, who shares his positive experience living off his investments for 27 years, which leads to a conversation about creating cash reserves, or “buckets,” to protect against market volatility. Ultimately, the show aims to educate retirees on prudent financial strategies for drawing down their assets. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He's semi-retired, and works with legacy clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Alan Franks - The Deal That Changed My Life In this episode of The Deal That Changed My Life, we welcome back Alan Franks, Certified Financial Planner, author of Empower Money, and real estate investor based in Atlanta, Georgia. Alan shares the real estate deal that changed everything for him—a $235,000 starter home purchased in 2015 that became the springboard for building a portfolio of rental properties, Airbnbs, and duplexes. What started with a $10,000 loan from a life insurance policy turned into a wealth-building strategy that leveraged equity, rental income, and HELOCs to create long-term financial freedom. We dive into: How Alan used whole life insurance to fund his first real estate deal Turning one property into multiple rentals and Airbnbs The role of passive income (and why real estate isn't always truly passive) Using leverage and syndications to grow wealth How real estate fits into an overall financial plan Whether you're a first-time homebuyer, an aspiring real estate investor, or someone looking to expand your portfolio, Alan's story is a powerful example of how one deal can truly change your life.

Losing a spouse is one of the most difficult transitions in life, emotionally and financially. We're sitting down with Tayler Rhoda CFP® to discuss the unique financial challenges widows and widowers face, especially in retirement. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/BmnVJmeoEb4  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

If you plan to gift cash or securities to a family member, friend, or charity there may be benefits to share. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the value of having a tax strategy when giving or receiving financial gifts. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

A listener asks the question every pro pilot eventually faces: should you stay put and try to fix what's broken in your flight department, or cut bait and move on? Dylan and Max bring in Jenny Showalter and Jim Lara to explore the real-world tradeoffs. From career coaching to leadership insights, they share what to weigh before pulling the ripcord—or digging in to make change happen. It's candid talk about loyalty, burnout, and how to navigate tough calls in business aviation. To contact Jenny Showalter, visit showalter.com To contact Jim Lara, visit graystoneadvisors.com Show Notes 0:00 Intro 2: 23 Unprofessional Operations 14:59 Structure, Culture, Excellence 28:01 Plan B 33:38 Investigation Red Flags Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more.     Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.  

Brian Thompson marks a major milestone with Episode 100 of the Mission Driven Business podcast! In this special retrospective, Brian reflects on 10 standout episodes that made a lasting impact and continue to resonate in his business and life. Whether you're new to the podcast or a long-term listener, Episode 100 captures the heart of the conversations that Mission Driven Business is all about. Episode Highlights 1. Mike Michalowicz put profit first In Episode 7, Mike Michalowicz flipped the traditional profit formula, redefining how business owners can approach cash flow. Mike's episode gave language and structure for something many business owners struggle with. 2. Brian Thompson opened up on the mic In Episode 8, Brian got personal about how and why he started his own firm, Brian Thompson Financial. It was the first time he allowed himself to really be open on the mic, talking about fear, imposter system, and the drive to create something meaningful. 3. George Kinder asked the right questions In Episode 14, George Kinder's thoughtful and grounded presence shone through as he advocated for life planning, which connects a financial plan to an individual's most meaningful goals. His three Kinder Questions have helped many people get clear about what they want their lives to look like. 4. River Nice led with empathy In Episode 20, River spoke so clearly about how marginalized communities -- especially the LGBTQ+ community -- experience guilt or shame around money. The episode is a powerful reminder that empathy can be a superpower. 5. Anjali Jariwala wrote a new entrepreneurial story In Episode 42, Anjali Jariwala shared how she built a thriving financial planning firm, only to turn around and write a children's book that broke sales records. It's a powerful reminder you can build whatever business you want -- and that your business can evolve with your creativity. 6. Krish Himmatramka proposed using profit for good In Episode 57, Shark Tank alum Krish Himmatramka proved you can build a business for-profit and for-impact. His ethical engagement ring company commits to its values every step of the way. 7. LaSean Smith talked to 100 customers In Episode 69, LaSean Smith advised new entrepreneurs to have 100 conversations in order to build a business that people actually want to use. If you're early in your business, LaSean's advice is clear, tactical, and values-based. 8. Hugo E. Gomez looked before he leaped In Episode 79, Hugo E. Gomez tested his business idea and built a proof of concept before making the leap to full-time entrepreneurship.Now his business is thriving by serving a market overlooked by mainstream brands. 9. Channyn Lynne Parker taught philosophy In Episode 83, Channyn Lynne Parker got poetic, talking about purpose, letting your path unfold, and trusting yourself even when it's hard. But Channyn really stands out for turning the children's song “Row, row, row your boat,” into a life philosophy. 10. Masami Sato showed that small actions make a big impact In Episode 93, Masami Sato shared how she started her company with a toddler in her kitchen and built it into a global force for good. Her company, B1G1, is built on the idea that small actions, done consistently, can change the world. Resources + Links Episode 7: Being Profit First with Mike Michalowicz Episode 8: Why I Started My Mission-Driven Business Episode 14: Living Your Passion with George Kinder Episode 20: Defining Your Niche with River Nice Episode 42: Creating The Products You Want with Anjali Jariwala Episode 57: Going from Startup to Shark Tank with Krish Himmatramka Episode 69: Building A Business For Financial Independence with LaSean Smith Episode 79: Niching Down with Hugo E. Gomez Episode 83: Braving Discomfort to Live Your Purpose with Channyn Lynne Parker Episode 93: Harnessing The Power Of Small To Create Global Impact With Masami Sato Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes   About Brian and the Mission Driven Business Podcast  Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

In lieu of a regular show, McNamara on Money is taking a pause this week to honor and remember one of our own: Kirk Buchanan Reed—known to many as “Duke” or “K Money.” Kirk was a Certified Financial Planner practitioner at McNamara Financial Services in Marshfield. After a brave and tough three-year battle with cancer, he passed away peacefully on August 29, 2025—his 45th birthday. Kirk spent 20 years with McNamara Financial and was a regular, trusted voice on this program. If you've listened to the show, you knew he was sharp, thoughtful, and always ready with a good story or a laugh. And if you knew him personally, you knew he had a huge heart and a serious love for great music. His loss is deeply felt by all of us—his family, friends, clients, and listeners. Kirk was born in Barberton, Ohio, in 1980. After graduating from Villanova University with a degree in Mechanical Engineering, he found his true calling as a Financial Advisor with McNamara Financial. He never met a golf course, bowling alley, or IPA he didn't like, and he was known for his quick wit, generosity, and thoughtful nature. He is survived by his children Myla (15), Callie (14), and Arden (12), their mother Alyssa, his parents Michael and Brenda, his sister Stacey, and his companion MaryEllen and her children Jace, Skye, and Meadow. His presence in their lives—and in ours—will never be forgotten. The Reed family has asked that, in lieu of flowers, donations be made to the Cancer Research Institute at Beth Israel Deaconess Medical Center. You can find the link for contributions in the show notes. Kirk's wit, kindness, and friendship shaped not only this show but the lives of everyone who had the privilege of knowing him. We are grateful for the time we shared, and we will carry his memory with us in the episodes to come. We'll return next week with our regular programming. For now, we invite you to join us in remembering Kirk, in keeping his family in your thoughts, and in celebrating a life well-lived. https://www.bidmc.org/research/research-centers/cancer-research-institute

In this eye-opening episode of The Power Hour, host Eugene Shatsman welcomes back  Adam Cmejla, Certified Financial Planner, Founder and Owner of Integrated Planning & Wealth Management, and Host of 20/20 Money Podcast — to pull back the curtain on the relentless “compression” squeezing optometry practices right now.    As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

You've probably heard the saying, "The best day of your life is when you sell it": and no, we're not talking about boats. We're talking about self managed rental properties. In this episode, Tim is joined by Trevor Flor, Navy veteran, former Delta pilot, and now a real estate investment advisor specializing in DSTs (Delaware Statutory Trusts) and 1031 exchanges at Aimpoint Investments. Trevor breaks down how 1031 exchanges really work, why DSTs were created, and how this is one potential approach to consider.What You'll Learn from This Episode1031 Exchanges Demystified: How selling investment property can be one potential approach to consider, depending on individual circumstances.DSTs as a Solution: Why Delaware Statutory Trusts were created, how they enable fractional ownership, and when they work best.Three DST Strategies: Using DSTs as a primary, backup, or complementary approach depending on your goals and exchange value.Timeline Rules That Matter: The 45-day identification window and 180-day close deadline - and what happens if you miss them.Partial Exchanges and Cash Boot: Can you peel off cash from a sale and still do a 1031? Yes, but at what cost?Accredited Investor Requirements: What qualifies you for DST access and what documentation you'll need.Types of DST Properties: From multifamily and industrial to storage, hotels, and more - what's available and how it's selected.Resources:Trevor Flor's firm, Aimpoint Investments: www.aimpointinvest.comSchedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.

Jeremy's mission is to provide exceptional customer service to all clients and anyone who engages Keystone for financial advice through utilization of industry knowledge and tactical advice pertinent to each individual's evolving financial needs.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

Ready to take control of your finances and break free from the mental traps that sabotage your savings? In this episode of Dollars & Sense, hosts Joel Garris and Zach Keister share their expert advice on building stronger personal financial habits, including face-the-numbers budgeting and the power of automating savings. But they don't stop there—they dive deep into the surprising ways your mind can trick you through cognitive biases, revealing how illusions of control, hindsight, anchoring, and recency bias can derail even the best financial plans. From actionable tips like the 50/30/20 rule and crafting an emergency fund, to fascinating real-world stories of clients who overcame credit hurdles, this episode is packed with insights for listeners at every stage of their financial journey. Joel and Zach break down the psychology behind money decisions, offering easy-to-follow strategies to help you stay focused, avoid costly mistakes, and make the most of your hard-earned dollars. Curious about how to protect your investments, boost your financial confidence, and outsmart the common biases holding you back? Click to listen and empower yourself with the tools and wisdom to achieve lasting financial wellbeing—and maybe even learn how to make your favorite cocktail along the way! 

I'm excited to welcome Erin Gray as my guest on the podcast this week. Erin is a former Certified Financial Planner and CFO to her family's construction business. She followed the conventional path—believing that hard work and chasing money would bring happiness and fulfillment. And despite all the “success”, she found herself burnt out, frustrated, and disconnected from the joy of living. After taking time off to be with her family and travel, she now helps women in business manage their money, so they stop avoiding it and work through the money blocks that are keeping them from achieving financial freedom and a healthy, empowered relationship with money. Be sure to stick around!.Erin's Podcast: “Your Money, Your Rules”..Be a Guest: https://forms.gle/NtccnhVn2PVn9nSQ6..#doneapologizingpodcast #doneapologizingforbeingme #doneapologizing #womenempowerment #womensupportingwomen #badassbabes #podcasting #podcastinglife #podcastersofinstagram  #podcastersofLinkedIn #money #relationshipwithmoney #moneyempowerment 

Major tax law changes are here in 2025. Are you ready to take advantage of them before year-end? In this episode of Wise Money, we break down the most important updates from the Secure Act 2.0 and One Big Beautiful Bill Act (OBBBA) and show you how to proactively plan so you pay the least amount of tax over your lifetime. We cover the increase of the SALT cap from $10,000 to $40,000, how the new senior deduction works, the truth about the so-called "no tax on tips" and "no tax on overtime" rules, and why charitable giving in 2025 offers a rare and unique planning opportunity. Season 11, Episode 4 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/9dO6QoF1CaQ  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Wealth management is often seen as a numbers game—assets under management, returns, tax exposure—but for Paul Carroll, it's always been about people first. As the CEO and founder of Avion Wealth, Carroll has spent nearly two decades building a firm that redefines what it means to serve high-net-worth individuals and families. With a philosophy rooted in trust, leadership, and strategic clarity, he has grown Avion Wealth into a firm that manages over $850 million in assets, while maintaining a deep personal connection to clients and team members alike. Carroll's approach to wealth management was shaped by his early life experiences—arriving in the U.S. at 17 with just $200, joining the Air Force to fund his education, and eventually earning degrees from the University of Maryland and Texas A&M. That grit and resourcefulness laid the groundwork for a professional path that would favor clarity over complexity, service over sales. Rather than adopting the standard broker-dealer model, Carroll built Avion Wealth around a consultative framework designed to deliver holistic financial planning that aligns with clients' evolving goals and values. A central theme of Carroll's leadership is the development of a self-managing team. He's the first to admit he didn't know everything when he started out, but his drive to learn—paired with an unwavering curiosity—helped him grow both as a leader and a strategist. He believes firmly in the idea that the people who get you to one level of success may not be the same ones who take you to the next. That's why hiring, mentorship, and team development are non-negotiable components of his wealth management philosophy. Surrounding himself with A-players has allowed him to shift his role from day-to-day management to visionary leadership, which continues to propel the firm forward. For business owners and executives navigating their own financial journeys, Carroll's message is clear: complexity doesn't equal effectiveness. In fact, one of his biggest lessons came during the 2008 financial crisis, when a strategy designed to attract a niche market completely missed the mark. Instead of folding, Carroll pivoted quickly—realigning his firm's focus on the types of clients who truly valued their model. That flexibility, paired with a willingness to act and adjust, has become a defining element of his wealth management strategy. Ford Saeks, a longtime business strategist and host of Fordify LIVE, highlights the importance of this kind of mindset. Whether you're leading a financial advisory firm, a franchise system, or a high-growth startup, the principles are the same. Leadership isn't about knowing everything—it's about creating an environment where growth, curiosity, and clear execution thrive. Saeks often emphasizes that business success is built on systems, people, and positioning—three areas where Carroll's leadership offers a practical blueprint. One area where Carroll stands out is his perspective on referrals and business development. Rather than focusing on transactions or outbound marketing, he invests in relationships with centers of influence—accountants, attorneys, and other professionals who trust him enough to introduce their clients. That kind of trust isn't earned overnight. It's built through reputation, results, and the ability to consistently deliver value. Carroll notes that people don't refer others to help you—they refer because they believe you can help someone they care about. In a field where technical knowledge is table stakes, Carroll brings a human-centered lens to wealth management. His firm's success has been shaped not just by financial acumen, but by an ability to listen, lead, and stay aligned with clients' real-world needs. Whether advising on tax strategies, succession planning, or charitable giving, Carroll and his team act less like service providers and more like partners—guiding clients through every stage of growth, transition, and legacy. For professionals looking to elevate their own approach to wealth management—or simply lead with more intention—the takeaways are clear: Build a team that supports your vision. Stay curious. Act before you're ready. And never underestimate the power of meaningful relationships. Watch the full episode on YouTube. Catch future episodes of Fordify LIVE every Wednesday at 11:00 a.m. Central on all social media platforms. New podcast episodes of The Business Growth Show release every Thursday. About Paul Carroll Paul Carroll is the founder and CEO of Avion Wealth, LLC, a firm dedicated to delivering client-first, consultative wealth management solutions for high-net-worth individuals and families. With a background in finance, military service, and leadership, Paul built Avion Wealth to challenge the traditional sales-driven advisory model by prioritizing strategic planning, open communication, and long-term relationships. He is a CERTIFIED FINANCIAL PLANNER™ and leads a high-performing team that shares his commitment to excellence, trust, and service. To learn more about Paul Carroll and the services offered by Avion Wealth, visit AvionWealth.com. About Ford Saeks Ford Saeks is a Business Growth Accelerator with over two decades of experience helping organizations—from startups to Fortune 500s—generate over a billion dollars in sales. As the President and CEO of Prime Concepts Group, Inc., Ford is known for his ability to help businesses attract loyal customers, elevate brand visibility, and drive strategic innovation. An accomplished entrepreneur, Ford has founded more than ten companies, authored five books, and holds three U.S. patents. His impact spans marketing, leadership, and operational performance, with a focus on delivering real-world results. A recognized expert in AI prompt engineering, Ford recently shared his insights at the Unleash AI for Business Summit, where he explored how tools like ChatGPT are transforming business strategy and the customer experience. Learn more about Ford Saeks at ProfitRichResults.com and watch his TV show at Fordify.tv.

Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career just before 9/11, how market crashes pushed him toward technical analysis, and why he uses sports and weather analogies to help clients understand investing. From building financial plans that manage both money and emotions, to teaching advisors how to grow thriving practices, Adam offers a candid look at lessons learned over two decades in the industry. Episode Timestamps: 01:00 – Adam's background: Ohio State, trauma surgery dreams, and the pivot to finance 07:00 – Starting at a brokerage firm just before 9/11 09:00 – Why Adam embraced technical analysis after the early 2000s crash 12:00 – The “NFL playoff teams” analogy for investing 15:00 – Tornado sirens, trend following, and managing risk 18:00 – Dealing with investor emotions and building confidence 20:00 – Why every client needs a financial plan, not just portfolio management 23:00 – The three charts Adam always shares with clients 27:00 – Stoplight charts, seasonality, and short-term signals 31:00 – Balancing strong uptrends with seasonal weakness 33:00 – Mistakes early in Adam's practice and lessons learned 34:00 – The story of coaching another advisor to $7M in new AUM in 14 weeks 36:00 – How Adrenaline Advisor Consulting helps advisors grow faster Key Takeaways:

You're smart. You've worked hard. You've built a career, cared for your family, and handled challenges most people couldn't imagine. And yet—when it comes to money—you sometimes feel stuck, behind, or even ashamed.Here's the secret most people don't talk about: being “good with money” isn't about IQ, math skills, or how many degrees you have. It's about clarity, confidence, and the courage to lead your financial life like a CEO.In this episode, Certified Financial Planner™ and behavioral strategist Monica Kaufman shares how to stop outsourcing your power and finally step into financial leadership—no matter where you're starting from.What We Talk About:What is a Wealth MindsetThe most important thing to do with your paycheckHow to shift from fear into clarityWhat IS Financial Freedom?Episode Resources:⁠⁠⁠⁠Monica ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

College planning doesn't have to break the bank. From 529 plans and tax credits to student loans and smart money habits, this episode of the Wise Money Show walks you through practical strategies to help families save for education, reduce student debt, and set students up for lifelong financial success.  Season 11, Episode 3 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/YPLYGLHZeWE  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Welcome to Ask Paul Tripp, a weekly podcast from Paul Tripp Ministries where pastor and best-selling author Dr. Paul David Tripp answers your questions, connecting the transforming power of Jesus Christ to everyday life.Today, Paul answers a question we received from a Certified Financial Planner about saving for retirement and preparing for potential long term care needs. If you have a question you'd like to ask Paul, you can email ask@paultripp.com or submit it online at PaulTripp.com/Ask.Redeeming Money: How God Reveals and Reorients Our HeartsPaulTripp.com/Money

Broadcom stocks soar on word of working on New AI Chip with OpenAI, The Die With Zero Rule, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

The ADP private payrolls report showed an increase of 54,000 in August but Economists expected 75,000 jobs, NFL commissioner Roger Goodell offered a teasing 'maybe' when asked if Taylor Swift will perform at the Super Bowl in Santa Clara, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

Sign up for early access to our upcoming finance course here>>> https://autumn-sky-2941.kit.com/0f2b011d3c  Are student loans really good debt? Should you pay them off fast or play the long game?  In this episode, we have the pleasure of hosting student loan professional Emma Crawford, as we explore repayment philosophies, PSLF essentials, common pitfalls, and the best strategies for physicians, whether you're in academia, hospital-based, or private practice. Whether you're just out of med school or deep into repayment, this episode includes practical insights to help you make smarter financial moves. After graduating with her master's degree in Counseling Psychology from the University of Minnesota in 2016, Emma was saddled with student loan debt. She felt overwhelmed and confused by the intricacies of the different repayment plans and Public Service Loan Forgiveness (PSLF) program but didn't know who to contact or who to trust for help and support. Knowing there had to be a better way, she dedicated her time and efforts toward becoming a financial planner to help others feel less alone as they navigate the complex world of federal student loan debt. As a CERTIFIED FINANCIAL PLANNER™ professional, Certified Student Loan Professional®, and founder of October Loan Strategies, she creates fully customized student loan plans with concrete, step-by-step instructions to help clients minimize payments and maximize forgiveness. So far, she has consulted on over $100 million in student loan debt and helped clients receive $10 million in student loan forgiveness - and has won a few awards along the way! In this episode, we share strategies for cracking the code on student loans as we answer questions like; What are some different philosophies regarding paying back student loans? Do we pay them off rapidly, or play the long game? What are some common student loan management strategies that are used for physicians in academic jobs? Hospital based? Private practice? Should you consolidate your loans into one? And more!

Max returns from the Idaho backcountry with a Cub full of stories—starter failures, in-flight repairs, surprise rafting, wildlife rescues, and nearly becoming the emergency contact for a hiker with a head injury. This standalone episode is a wild tale of aviation adventure, mechanical mayhem, and resourceful fixes. No mailbag or flight advice this time—just pure story time from the sticks. Strap in and enjoy the highs (and literal downdrafts) of off-the-grid bush flying. Show Notes 0:00 Intro 3:35 The Adventure Begins… 14:41 Darkness Falls 28:47 Heading Out 40:36 TL;DR Highs and Lows Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more.     Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.