Podcasts about certified financial planners

Get your copy of Nikki's book today on Audible, Amazon, Barnes & Noble, and through Bookshop.Org, where every purchase supports your local bookstore.Want a sneak peek of Nikki's book? Download a FREE chapter!Today, we're revisiting what we loved about Nikki's conversation with Certified Financial Planner, mother of two, and host of the Money Isn't Scary podcast, Meghan Dwyer. Meghan stops by to explain why it's OK to like money and how to feel more at peace and in control of your finances.Connect with Meghan on Facebook  (https://www.facebook.com/MoneyIsntScary) or Instagram (https://www.instagram.com/moneyisntscary/), and be sure to check out her website (https://www.moneyisntscary.com/ ). Support the showFollow Nikki on Instagram and Facebook! Wanna be on the show or sponsor an episode? Email your pitch to nikki@youridealmomlife.com.

Avination, welcome back to Episode 335 of the Pilot to Pilot podcast! Host Justin Siems sits down with aviation expert Jim Higgins, a former airline pilot and University of North Dakota professor, and Elise Dominguez, a Certified Financial Planner at Allworth Airline Advisors, for a deep dive into the airline industry and pilot financial planning. They unpack the cyclical nature of pilot hiring—citing 12,000–13,000 pilots hired in 2023–2024, now leveling to a still-strong 4,000–4,500 annually, per FAPA data. Justin shares his journey from a fractional company to a major airline, facing a $120,000 pay cut, while Jim reflects on his wife's choice to stay a senior FO for schedule flexibility. Elise offers actionable advice for pilots at every stage: new hires like a 24-year-old check airman should start saving early to leverage time, mid-career pilots should max out 401(k) contributions (increasing by 1% yearly) and diversify with Roth IRAs or taxable accounts, and those nearing 65 should explore catch-up contributions ($7,500 at 50, $11,250 super catch-up at 60–63). They also tackle the pilot retirement age debate—will it hit 67?—and how it impacts young pilots' seniority or senior pilots' earnings. From avoiding lifestyle creep to planning for “what if” scenarios like furloughs or early retirement, this episode is packed with insights to keep your aviation career soaring. Visit Allworth Airline Advisors for a free consultation to build your personalized financial plan!I hope you enjoy this podcast and if you're interested in reaching out for more financial information make sure you check out Allworth Airline Advisors!Hope to see you all at EAA Ariventure!JustinTakeaways: The state of the airline industry is currently experiencing a hiring slowdown compared to the record-high years of 2023 and 2024, but opportunities still exist. Elise emphasizes the importance of starting financial planning early in a pilot's career to build a solid foundation for retirement and future investments. It's crucial for pilots to diversify their investments outside of 401(k)s to avoid over-relying on employer-sponsored plans for retirement income. Discussing the emotional aspects of financial decisions is important, as pilots often need guidance to navigate the ups and downs of their careers and personal finance. Investing in a health savings account can provide significant tax advantages, especially for pilots with high deductible plans, making it a smart move for long-term financial health. Addressing the potential changes in the retirement age from 65 to 67, it's essential for pilots to consider the impact on their career plans and future earnings potential.

Certified Financial Planner and President of Peak Wealth Managment, Nick Hopwood joins the show to break down how Trump's “Big Beautiful Bill” could impact your retirement, analyzes a spike in 401(k) trading as investors shift to fixed income, explains why Americans now believe it takes $2.3 million to feel wealthy, and warns that Social Security is on track to cut full benefits by 2034.

In this quick but powerful episode of  Retirement Planning Simplified, Joe Curry explains what every small business owner needs to know before selling a business, especially if retirement is getting close. Joe breaks down two important terms you always hear: EBITDA — used for bigger companies with management teams. SDE (Seller's Discretionary Earnings) — used for most owner-operated businesses under $5 million in revenue. You'll learn what buyers really look for, how to tell which number fits your business, and why it matters so much for your selling price. Joe also shares the 8 big things that can increase your multiple — like having a good team, clear financial records, steady growth, happy customers, and not being too dependent on you as the owner. What You'll Learn: ✔️ What EBITDA and SDE mean (00:01) ✔️ Which one fits your business (01:20) ✔️ 8 ways to boost your value before you sell (02:27) —------------------------------------------------------------- ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/   https://www.facebook.com/RetirementPlanningSimplified/                https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.  —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

How much of your retirement income should come from guaranteed or steady sources? Striking the right balance between predictable income and flexibility is key to a successful, confident retirement. In this episode of Wise Money, we're discussing what "guaranteed income" really means, the trade-offs between income stability and flexibility, and how to structure your retirement income plan for confidence.  Season 10, Episode 47 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/q8vGn82x4L8  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 the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we're here to help you get your finances in order, rebuild confidence, and take control of your future.Elizabeth is a Certified Financial Planner® who spent two decades as a Private Banker helping some of the wealthiest families in the world manage their money. Then she turned 40, got divorced, burned out, and retired early. Now as a Financial Strategist, she is passionate about helping  other women navigate transitions and design new financial lives. Her mission is to teach women everywhere how to use their money to feel secure, empowered, and in alignment with their authentic selves.Connect with Elizabeth  Here: https://www.linkedin.com/in/melizabethgeorge-cfp/https://melizabethgeorge.com/===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth  Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

From the Trenches... a Certified Financial Planner reveals the most common money anxieties he hears from clients - and it doesn't matter how much or how little wealth they have (at 14:01) --- Representative Bob Latta joins us to discuss some of the key points in the final version of the One Big, Beautiful Bill as passed by Congress and signed by the President last week (at 25:14) --- Another collection of yummy and easy-to-make recipes from Kyra's Kitchen! (at 48:21)

While many of us may be focusing on our summer vacation plans, now may be the right time to take good look at another type of plan, your financial plan. 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 benefits of focusing on several key areas of your financial plan at this time of year. Listening Time: 20 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.

I'm thrilled to welcome Clayton Quamme to today's episode of Military to Financial Planner! Clayton shares his fascinating career journey, starting with an unexpected gift—a personal finance book from his mom—back when he was 16. It sparked his lifelong passion for personal finance and wealth-building. From his time in Army ROTC to an influential moment in college that solidified his career path, Clayton recounts how these early experiences shaped his focus on becoming a Certified Financial Planner™. Clayton's story is all about intentional career pivots—often stepping backward financially to move forward strategically, gaining essential skills and expertise along the way. Throughout our conversation, Clayton provides incredible transparency. He details salary expectations at different stages of his career, from his initial struggles transitioning from active duty, taking a significant pay cut, balancing numbers as the family's primary income-earner, to becoming a partner at a successful RIA managing over $300 million. Come prepared to hear about the practical realities of financial planning careers, salary expectations, and what transitioning service members can anticipate as they navigate this exciting yet challenging profession. If you're coming out of a military background and wondering how to break into financial planning, Clayton shares helpful resources, thoughtful insights, and actionable advice born from personal experience. Clayton's journey illustrates that sometimes progress isn't linear, but every step backward can position you for greater growth and success ahead.  https://www.linkedin.com/in/claytonquamme/ The Automatic Millionaire by David Bach https://davidbach.com/books/the-automatic-millionaire/ The Millionaire Next Door https://www.themillionairenextdoor.com/  

Clement Manyathela speaks to Rudolph Geldenhuys, who is a Certified Financial Planner, to understand what people should know about the process of buying shares and other investments. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

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Max walks into a 737 cockpit guarded by a five-inch hula girl and promptly invents the “Shakira Scale” for bumps in flight . Listener mailbag hits everything from the best starter credit card for flight instructors to whether a degree really matters and if paying $5 K for ATP-CTP is smart when you're 49 and eyeing the next hiring wave . In Flight Advice, a military helo pilot with only ten working years left asks whether to chase a major or ride the fractional lifestyle . Plus: back-country flower bombs, 37-hour B-2 runs, and a polite plea to stop yelling at the intro. Show Notes 0:00 Intro 10:08 Reginald Sage Returns: EASA Single Pilot 11:24 Max's Musings 15:38 B-2 Bomber 19:33 Reviews and Comments 24:05 Mailbag 37:46 Fight Advice Be sure to subscribe to 21Five's Youtube Channel to see our luggage review videos! Connect with us on LinkedIn Our sponsors: Move your airplane without breaking your back or the bank! Max said the Amigo AeroTow's affordable T1 tug has 'changed his hangar life'. Learn more about AeroTow's family of aviation tugs and see why its earning rave reviews from top 40 aviation podcast hosts around the globe. Use code "21five" at checkout for $100 off any AeroTow product! -- 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. Visit harveywatt.com to learn more! -- Advanced Aircrew Academy enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. We do this by providing high-quality professional pilot, flight attendant, flight coordinator, maintenance, and line service training modules delivered via the web using a world-class online aviation training system. Visit aircrewacademy.com to learn more! -- Tim Pope is a CERTIFIED FINANCIAL PLANNER™ and a pilot. His financial planning practice provides services to aviation professionals and aviation 401k plans. Tim helps clients pursue their financial goals by defining them, organizing & optimizing resources, planning, implementing, and monitoring their financial plan. Visit https://link.21fivepodcast.com/timothy-pope to learn more. Check out Tim's podcast: The Pilot's Portfolio podcast -- VSL ACE Guide Version – Your All-in-One Pilot Training Resource Stay ahead in your aviation journey with the VSL ACE Guide, meticulously crafted to provide everything you need for pilot training and certification. This guide includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private Pilot, Instrument, Commercial, Airline Transport Pilot (ATP), Certified Flight Instructor (CFI), and Instrument Instructor (CFII) ratings. 21Five listeners get a discount on the guide, click here to learn more! VAERUS MEANS RIGHT, TRUE, AND REAL.Buy or sell an aircraft the right way, using a true partner, to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales | Learn more about the DC-3 Referral Program -- The 21.5 Podcast is supported by our friends at ProPilotWorld.com - The Premier Information & Networking Resource for Professional Pilots -- Do you have feedback, suggestions, or a great aviation story to share? Email us info@21fivepodcast.com Check out our Instagram feed @21FivePodcast for more great content and to see 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 chats with Faye Zeigeweid, founder and CEO of Queen Fayzel, a greeting card company for people who want to send messages that are unique, sassy, and sincere. Faye built her values-aligned greeting card company after realizing she couldn't be her authentic self in her old career as a public health project manager. In this episode, Faye gets real about the personal side of entrepreneurship, including how self-discovery and personal growth are necessities for sustainable growth. She also shares how articulating your values clearly can attract the right clients and create a culture of accountability. Episode Highlights Mission-driven businesses lead with their “why.” To Faye, mission-driven businesses infuse their “why” into everything the company does. From product design to customer communications, mission-driven businesses focus less on what they do and more on why they're doing it. “It's less about what the business is providing and more about why it's providing that thing,” she said. “Sometimes we're afraid to stay what we stand for or are worried about alienating customers.” State your values -- and show how you live them. Queen Fayzel's website is unique because it not only states the company's values but also shares how it puts those values into practice. For instance, the company lives its value to “Make Connections” by donating 3% of profits to organizations making an impact. “I want people to know what this business is about, but I also want people to understand how I'm putting those values into practice in my business,” Faye said.  Personal growth is part of the process. When Faye left her job in public health project management to start Queen Fayzel, she not only changed careers but also started on a journey of personal growth. Founding a company forced her to learn essential business skills and how to navigate moving forward without the illusion of certainty. “I thought I had a lot of things to learn about the business, but then I realized I had a lot to learn about myself and how I function,” she said. Accountability makes the journey less lonely. Faye emphasized the importance of connecting with fellow entrepreneurs for community and accountability. Whether it's checking in with a business owner friend or joining a more formal business group, it's paramount to find ongoing support from people who understand exactly what you're going through. “Especially if you're a solopreneur, it is so lonely sometimes, and it's really hard to be your own motivator,” she said. “When you're in a lower spot, having a group of people to be there is so important.” Resources + Links Queen Fayzel: Website, Instagram, Facebook, Pinterest Faye Ziegeweid: LinkedIn 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.

Are you a business owner approaching retirement or just starting to think about a future sale? In this episode of Retirement Planning Simplified, Joe sits down with Matt Holmes, partner at Homes Riseleys CPA, to uncover the biggest mistakes business owners make when it comes to succession planning and selling their business and how to avoid them. He explains new tax rules for 2024 and how they can affect business sales, including updates to the capital gains exemption, AMT, and anti-avoidance legislation.  Matt brings decades of tax and structuring experience to this conversation covering everything from tax-saving strategies to real-life horror stories of owners who waited too long to plan.  Here's what you're in for: 00:00 Common Mistakes in Business Value Creation 04:26 Importance of Planning for Unexpected Sales 07:28 Successful Business Transitions 11:07 Structuring and Tax Advisory for Business Owners 20:34 Nuances of Selling to Family vs. Third Parties 25:30 New Rules and Legislation for 2024 32:48 Conclusion   ABOUT MATT HOLMES Matt Holmes is a seasoned tax advisor with over 25 years of experience helping small to medium-sized business owners achieve their goals through tailored business, tax, and accounting strategies. A Chartered Accountant and graduate of Ryerson University, Matt specializes in corporate reorganizations, estate planning, and succession strategies for owner-managed businesses across industries like healthcare, real estate, and tech. His expertise lies in tax minimization and wealth maximization, particularly during business transitions, sales, and generational transfers. You can reach out to Matt through: LinkedIn:https://www.linkedin.com/in/matt-holmes-15294b14 Website: https://www.holmescpa.ca (Company)   ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/   https://www.facebook.com/RetirementPlanningSimplified/                https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose. —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the powerful benefits of Health Savings Accounts (HSAs) with in-house tax strategist and Certified Financial Planner, Taylor Wolverton. Often overlooked or misunderstood, HSAs offer a rare and highly valuable triple tax advantage—tax-free contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses. This episode breaks down the core principles of how HSAs work, how they integrate into your financial and retirement planning, and what rules to watch for, especially when transitioning to Medicare.Listen in to learn about how to maximize HSA benefits for both short-term healthcare expenses and long-term retirement planning. Taylor explains how to use your HSA as a stealth retirement savings vehicle, how HSA and Medicare interact, and the critical contribution limits and eligibility requirements. If you've ever wondered how to use an HSA strategically in retirement, this episode is a must-listen.In this episode, find out:What is a Health Savings Account and how does it offer a triple tax-free advantage?HSA contribution limits and eligibility rules under a high-deductible health plan.How HSAs interact with Medicare and when contributions must stop.The best strategies for HSA retirement planning and growing your account long-term.What happens to your HSA when you pass away and how HSA beneficiaries are taxed.Tweetable Quotes:"HSAs are the only triple tax-free account—contributions, growth, and withdrawals can all be tax-free when used correctly." – Taylor Wolverton"A health savings account isn't just for annual expenses—it's a stealth retirement tool when used strategically." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

In this episode, host Jenn Foster is joined by Certified Financial Planner and three-time bestselling author Mark Willis. They dive into the world of smart investing, future planning, and the unique financial hurdles that entrepreneurs and real estate investors face. Mark shares his journey from mowing lawns as a kid to guiding business owners toward financial security, and he unpacks strategies for thinking differently about money—beyond traditional 401(k)s and mutual funds. You'll hear practical questions every business owner should ask before investing, explore how specially designed whole life insurance policies can become powerful financial tools, and learn why thinking critically about your money's purpose is key. Plus, Mark gives a sneak peek into his new book, "The Business Fortress," and offers hands-on advice for building a rock-solid business foundation.

Mason Brunsmann's BIO:  Mason Brunsmann is a CERTIFIED FINANCIAL PLANNER® with Sirius Wealth Management, known for delivering comprehensive financial planning and investment management strategies tailored to the unique needs of business owners and families. His specialties include comprehensive financial planning, investment management, risk management, and income & tax planning. Mason is dedicated to helping clients work toward their financial goals through personalized, strategic guidance. Mason holds both a Bachelor's and Master's degree in Business Administration with a finance emphasis from the University of Missouri–St. Louis. He also earned a graduate certificate in Financial Technology from the same institution, as well as a graduate certificate in Financial Planning through Kaplan College of Financial Education. Mason maintains FINRA Series 7, 9, 10, 63, and 66 licenses, equipping him with a deep understanding of the financial services landscape. With over a decade of experience, Mason is committed to helping clients navigate the complexities of building and protecting wealth across every stage of life.   In this episode, Virginia and Mason  talked about: How Mason uses social media to create visibility Mason's journey to financial planning Mason's unique take on building wealth Mason's financial planning pet peeves The value of networking for improving client retention   Takeaways:  You need to always “Know a guy who” It's better to create a network that is an inch wide and a mile deep, than a mile wide and an inch deep Focus on building trust and the money will follow Don't chase 1,000 connections—nurture the right 10. Reciprocity isn't always instant, but it's always real.   Connect with Mason on his LinkedIn account to learn more about his work and insights into networking effectively: LinkedIn: https://www.linkedin.com/in/mason-brunsmann-cfp-financialadvisor/   Connect with Virginia: https://www.bbrpodcast.com/

In this episode of Pilot's Portfolio, Timothy P. Pope, CFP® continues the Loss of Medical series with a deep dive into what happens if a Southwest Airlines pilot loses their medical. Tim outlines why Southwest's program may be the most pilot-friendly of all the majors, including generous long-term disability benefits, a built-in COLA, a flexible tax election, and the unique “new hire bridge” benefit for newer pilots. If you fly for Southwest—or are considering it—this episode is packed with practical details and planning tips to help you protect your income and plan ahead.What You'll Learn from This EpisodeHow Southwest Calculates Disability Pay: From average earnings to TFP-based formulas for newer hires.Understanding Elimination Periods and Coverage Timelines: What happens after 60 days and how long benefits last.COLA Adjustments and Sick Bank Top-Ups: How Southwest lets you increase benefits over time or supplement with accrued sick leave.Tax Election Options: When and why to choose taxable vs. non-taxable disability benefits—and how timing matters.Union Supplement Plans (SWAPA): Option A vs. B explained, plus how to backfill income gaps with short-term and long-term strategies.Resources:Schedule An Appointment Our Practice's WebsiteSend Us Your QuestionsThis 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.

In this powerful episode of Mindset Mastery Moments, Dr. Alisa Whyte is joined by Certified Financial Planner™, author, and life coach Misty Lynch for a deep dive into the beliefs and behaviors that shape our financial lives. Together, they unpack the often-overlooked difference between financial literacy and money mindset, revealing why mastering both is key to lasting wealth and success.The conversation covers:The impact of financial trauma and childhood experiences on adult money behaviorWhy mindset is the operating system behind every financial tool or strategyHow women have been historically excluded from financial conversations—and how to change that narrativeCultural scripts around women and wealth and the importance of reshaping financial identityThe shift from scarcity to abundance, and how that shift starts internallyHow to build a values-based budget that aligns spending with joy and purposeAccessible paths to investing and wealth building for people at all income levelsMisty shares her own journey from corporate career to entrepreneurship, her early experiences with investing, and practical, approachable insights for anyone looking to break through money blocks and take control of their financial future.

Financial independence isn't just about retiring early. It's about gaining freedom, flexibility, and the ability to choose how you live and work. In this episode of The Wise Money Show, we break down the five essential steps you can take to move toward financial independence, whether you're just starting out, nearing retirement, or somewhere in between. We're covering: - What financial independence really means (and how it's different from retirement) - The first step: gaining control over your cash flow - Why increasing your savings rate matters more than you think - Smart investing strategies that align with your goals and risk tolerance - How to reduce your lifetime tax burden through tax diversification - The importance of building your own 5-factor retirement plan Season 10, Episode 46 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/LGc0mxm1rcY  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.

In celebration of Independence Day, this episode dives into a different kind of freedom—financial freedom. David Chudyk, Certified Financial Planner, shares powerful insights on what financial independence truly means for high earners, business owners, and the mass affluent.Spoiler: It's not just about having a big income—it's about creating financial margin, controlling your time, and building true wealth.

Jane Dutton (standing in for Relebogile Mabotja) speaks to Kim Potgieter a Certified Financial Planner, author and coach about the conversations we need to have with our aging parents. See omnystudio.com/listener for privacy information.

WWII & Vietnam combat pilot Col. Richard “Dick” Bushong takes us from 155-knot B-17 climbs to Mach 2.1 in the F-4, describing 28 hairy missions, dead-reckoning nav, and sheet-metal patch art. He's 102, still volunteers every Thursday at Tucson's 390th Memorial Museum, and wrote My Wars to capture the stories. Grab a coffee, tighten your formation, and hear a masterclass in staying alive—plus the morale-crushing day HQ “prorated” his tour. Four engines, two out, no brakes? No problem. Learn more about the 390th Memorial Museum in Tucson, AZ Check out Col. Bushong's book My Wars Show Notes 0:00 Intro 6:00 Getting Into Aviation 16:50 390th Bomb Group 28:53 Missions and Formations 39:10 Logistics 44:33 Closest Call   Be sure to subscribe to 21Five's Youtube Channel to see our luggage review videos! Connect with us on LinkedIn Our sponsors: Move your airplane without breaking your back or the bank! Max said the Amigo AeroTow's affordable T1 tug has 'changed his hangar life'. Learn more about AeroTow's family of aviation tugs and see why its earning rave reviews from top 40 aviation podcast hosts around the globe. Use code "21five" at checkout for $100 off any AeroTow product! -- 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. Visit harveywatt.com to learn more! -- Advanced Aircrew Academy enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. We do this by providing high-quality professional pilot, flight attendant, flight coordinator, maintenance, and line service training modules delivered via the web using a world-class online aviation training system. Visit aircrewacademy.com to learn more! -- Tim Pope is a CERTIFIED FINANCIAL PLANNER™ and a pilot. His financial planning practice provides services to aviation professionals and aviation 401k plans. Tim helps clients pursue their financial goals by defining them, organizing & optimizing resources, planning, implementing, and monitoring their financial plan. Visit https://link.21fivepodcast.com/timothy-pope to learn more. Check out Tim's podcast: The Pilot's Portfolio podcast -- VAERUS MEANS RIGHT, TRUE, AND REAL.Buy or sell an aircraft the right way, using a true partner, to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales | Learn more about the DC-3 Referral Program -- The 21.5 Podcast is supported by our friends at ProPilotWorld.com - The Premier Information & Networking Resource for Professional Pilots -- Do you have feedback, suggestions, or a great aviation story to share? Email us info@21fivepodcast.com Check out our Instagram feed @21FivePodcast for more great content and to see 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.

Jamie Bosse is a Certified Financial Planner®, author, and mother of four. She finds it extremely rewarding to help people organize their financial lives, maximize their human capital, and get closer to their life goals.She practices financial planning at CGN Advisors where she works with individuals and families to help them better understand, manage, and improve their financial situation. Jamie has a passion for mentoring and financial literacy and is the author of Money Boss Mom, HelpingYoung Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup children's book series.To connect further with Jamie, use the following links:https://www.linkedin.com/in/jamiebosse/https://www.instagram.com/moneybossmom/www.miltonthemoneysavvypup.comwww.moneybossmom.comClick Here to book your complimentary Financial Clarity Consultation. Ready to finally Stop Overspending?Start The Stop Overspending Course today → Click here to enroll. Grab the Free Training:How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now. Click Here to open an Account with Ally Bank Using My Referral Link. Follow Me on Instagram → @germainefoleycoaching

Nick Hopwood, Certified Financial Planner and founder of peak wealth management. He leads the team of CFP's at Peak where they manage 400m in assets under management Go to peakwm.com/gruber to learn more or request your free roth conversion analysis. We just finished the halfway point of the year - where do we stand year to date among different asset classes? New all time highs for markets

Shownotes Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how understanding the four main types of buyers can help you plan a smoother, more successful exit. Joe breaks down the key differences between individual buyers, strategic buyers, financial buyers, and internal buyers (like family or employees). Each type of buyer comes with their own goals, expectations, and ways of doing deals.  Whether you're planning to retire soon or just thinking ahead, this episode will help you understand who your ideal buyer might be and how to prepare your business to sell for the best possible price. Here's what you're in for: 00:49 – Why many businesses don't sell 01:07 – The 4 types of business buyers 01:57 – Individual buyers: pros & cons 04:21 – Strategic buyers: pros & cons 07:32 – Financial buyers: pros & cons 10:04 – Internal buyers: pros & cons 13:11 – Why it's important to know your buyer 14:16 – Wrap-up and next steps —------------------------------------------------------------- ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/               https://www.facebook.com/RetirementPlanningSimplified/               https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose. —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

Losing a spouse is emotionally devastating, and it also comes with complex financial decisions. If you've inherited an IRA and you're under age 59 1/2, the choices you make could significantly impact your financial future. In this episode of Wise Money, we're joined by Matt Hoke to break down the unique rules and options available to surviving spouses under 95.5 who inherit a retirement account.  We'll cover: - The difference between treating the IRA as inherited vs. your own - How to avoid the 10% early withdrawal penalty - When Required Minimum Distributions (RMDs) apply - How to preserve flexibility and optimize tax outcomes - Common mistakes and how to avoid them Season 10, Episode 45   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/rv5S3wS-89U  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®, Joshua Gregory, CFP®, and Matt Hoke, 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.

In the social media age, it's challenging to know what's ‘normal' for your finances. How are others able to afford lavish trips and expensive dinners? Are your friends getting ahead while you're left behind? Will you be able to afford your long-term goals? This confusion has inspired a new term – money dysmorphia. And for some, this disconnect can mean worry, low self-esteem and a you-only-live-once spending mentality.Shannon Lee Simmons is a Certified Financial Planner and author. She's on the show to explain what's driving all this stress, its effect and what we can all do to have healthier relationships with money.Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com

Women are on the verge of controlling more wealth than ever before, but are we ready to manage it, grow it, and make it last? This week, Jean sits down with Hilary Hendershott, Certified Financial Planner, founder of Hendershott Wealth Management, and host of the Love Your Money podcast. Together, Jean and Hilary dig into what it really takes to retire comfortably, and why so many women are falling behind. From understanding the psychology of overspending to getting over our fear of the stock market, this episode is packed with strategies, stories, and mindset shifts to help you make smarter money moves starting now. … Does more financial confidence sound good to you, then you might want to try: 

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician's unique and growing practice. He is a Certified Financial Planner currently connected with Artisan Capital Partners, formerly NWF Advisory.In this episode, Chris and Robert discuss:1. Helping Clients Manage Saving vs. Spending Conflicts2. Growing Your Practice Through Educational Seminars3. Working with Negative Net Worth Clients4. How to Help Your Clients Transition from Debt to WealthLinkedIn: https://www.linkedin.com/in/rob-schultz-cfp%C2%AE-cdfa%C2%AE-9315513a/ Website: https://www.robschultzwealth.com/        https://www.artisancap.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Saving for a child's education is a propriety for many parents and grandparents. 529 plans can offer distinct opportunities for students and savers. 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 how a 529 plan may help students by giving them a financial head-start for their education, while at the same time giving tax benefits to those who save. Listening Time: 27 minutes

Dylan and Max are recording from hotel rooms across the country and catching up after some time off. They kick things off with a deep dive into aviation YouTube, comparing backcountry flying with ferrying retired Airbuses from Asia. In the mailbag, they respond to listeners with questions about juggling a corporate flying gig while working for a major airline, updates from a newly minted high school grad CFI, and a debate on whether you need to report vacating altitudes during "descend via" clearances. Flight Advice wraps the episode with tips for a low-time pilot who just landed a chief pilot role flying a TBM. Sunscreen recs: Sky and Sol | Freaks of Nature Caspian Sea Monster Ekranoplan Flight Video Homework: Watch The Rehearsal: Season 2   Show Notes 0:00 Intro 4:41 Max's Musings: LRD, Reggie, YouTube & TV 23:20 Reviews 24:43 Mailbag: Nate Update & More 47:21 Flight Advice: Great Opportunity, Low Experience   Be sure to subscribe to 21Five's Youtube Channel to see our luggage review videos! Connect with us on LinkedIn Our sponsors: Move your airplane without breaking your back or the bank! Max said the Amigo AeroTow's affordable T1 tug has 'changed his hangar life'. Learn more about AeroTow's family of aviation tugs and see why its earning rave reviews from top 40 aviation podcast hosts around the globe. Use code "21five" at checkout for $100 off any AeroTow product! -- 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. Visit harveywatt.com to learn more! -- Advanced Aircrew Academy enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. We do this by providing high-quality professional pilot, flight attendant, flight coordinator, maintenance, and line service training modules delivered via the web using a world-class online aviation training system. Visit aircrewacademy.com to learn more! -- Tim Pope is a CERTIFIED FINANCIAL PLANNER™ and a pilot. His financial planning practice provides services to aviation professionals and aviation 401k plans. Tim helps clients pursue their financial goals by defining them, organizing & optimizing resources, planning, implementing, and monitoring their financial plan. Visit https://link.21fivepodcast.com/timothy-pope to learn more. Check out Tim's podcast: The Pilot's Portfolio podcast -- VAERUS MEANS RIGHT, TRUE, AND REAL.Buy or sell an aircraft the right way, using a true partner, to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales | Learn more about the DC-3 Referral Program -- The 21.5 Podcast is supported by our friends at ProPilotWorld.com - The Premier Information & Networking Resource for Professional Pilots -- Do you have feedback, suggestions, or a great aviation story to share? Email us info@21fivepodcast.com Check out our Instagram feed @21FivePodcast for more great content and to see 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 chats with Sean Ebony Coleman, founder and CEO of Destination Tomorrow, a grassroots agency and LGBTQ+ center in the Bronx borough of New York City. Destination Tomorrow empowers the most vulnerable LGBTQ+ community members through educational, financial, support-based, housing, and health programs. On the episode, Sean details how he and his organization are addressing some of the real challenges facing the LGBTQ+ community. He also shares how he starts his mornings to stay focused and touts the value of lived experience for organizations. Episode Highlights Mission-driven businesses solve real problems. Sean defines a mission-driven business as one that aligns every decision to its core purpose to solve real problems. For him, that means creating a safe, affirming space for the Black and brown LGBTQ+ community through Destination Tomorrow and his consulting company. “It's about solving real problems, especially for marginalized people, and making a tangible impact,” he said. “I'm trying to meet the need where we find it.” Let lived experience lead. Sean believes in breaking down gatekeeping and elevating community voices that are often overlooked. His nonprofit prioritizes hiring people with lived experience and offering holistic services -- from workforce development to financial literacy -- to build long-term self-sufficiency. “Lived experience should count just as much as academic accomplishments,” he said. Bet on yourself and don't give up. Sean's advice for entrepreneurs who are just getting started is to bet on yourself and don't give up. To start Destination Tomorrow, he cashed out a 401(k). He then had to see the “nos” he encountered as opportunities for growth. “Too many people give up on their dreams before they get to a yes,” he said. “A ‘no' is just a ‘not right now.'” Self-care is just as important as hustling. Black and brown communities, particularly in LGBTQ+ spaces, often don't have a safety net. When you're grinding to build your business, you also need to prioritize time to rest and recenter. For Sean, that means starting his morning with prayer and meditation and keeping a weekly therapy appointment on his calendar. “Starting a business is stressful, so how are you managing that stress?” he asked. “Go in with a plan to make sure you're prioritizing your self care.” Resources + Links Sean Ebony Coleman: Website, Instagram, Facebook, X Destination Tomorrow: Website, Instagram, Facebook, X Trans N Action: Website 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.

Decisions of the Heart: Helen Bernie on Managing Finances, Family, and Blending Lives | Widow Wisdom and Wealth In this episode of the Widow Wisdom and Wealth podcast, host Donna Dean Kendrick interviews Helen Bernie, a divorcee, small business owner, and health coach. Helen shares her journey of managing her business through a divorce, blending families, and navigating finances in a new relationship while raising four kids. Listen to Helen talk about the importance of proportional income splits and decision-making in relationships, and learn how she expanded her career amidst personal changes and the COVID-19 pandemic. Helen's story is a valuable lesson in balancing personal and professional life and moving forward positively after a significant life change. 00:00 Introduction to Today's Episode  01:18 Meet Helen Bernie: A Journey Through Divorce and Business 02:27 Helen's First Marriage and Career Transition 08:13 Navigating Divorce and New Beginnings 14:46 Blending Families and Managing Finances 17:03 Rewinding the Story 17:29 Deciding to Move 17:58 Children's Reactions 18:40 Financial Dynamics 19:39 80/20 Split Challenges 20:46 Emotional and Financial Struggles 22:37 Decision-Making in Relationships 25:34 Transparency and Vulnerability 28:08 Future Plans and Reflections 30:21 Business and Health Coaching Connect with our guest Helen!  Here are her social media links: https://www.facebook.com/helen.birney.2025 https://www.linkedin.com/in/helen-birney-cultivatehealth https://www.instagram.com/cultivatehealth_with_helen https://www.cultivatehealthcoaching.com  _______________________________ CONNECT

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the complexities of Inherited IRAs with special guest Taylor Wolverton, a Certified Financial Planner and Enrolled Agent. They break down what beneficiaries need to know about inherited retirement accounts, including crucial updates introduced under the Secure Act. Whether you're a spouse, non-spouse, or special exception beneficiary, this episode helps you understand how to navigate the rules and avoid costly mistakes when it comes to inherited IRA distributions.Listen in to learn about the different rules based on whether the account was inherited before or after 2020, how the 10-year rule inherited IRA provision works, and how it contrasts with the old Stretch IRA rules. They also explain IRA beneficiary rules for both Roth inherited IRA and traditional IRAs, helping you determine the most tax-efficient strategy for your situation. With insights on Inherited IRA RMD rules, Secure Act IRA changes, and options for non-spouse IRA beneficiaries, this is a must-listen episode for anyone dealing with an IRA inheritance.In this episode, find out:What the 10-year rule inherited IRA really means for beneficiaries.How IRA rules for beneficiaries differ for pre- and post-2020 inheritances.The difference between spousal vs non-spouse IRA beneficiary strategies.How to handle Inherited IRA RMD rules and avoid tax penalties.Why Roth inherited IRA strategies may involve waiting until year 10.Tweetable Quotes:“Just because you're not required to take a distribution every year doesn't mean it's the best strategy for your taxes.” – Murs Tariq“Understanding whether you're a spouse or non-spouse IRA beneficiary changes everything about how you manage the account.” – Taylor WolvertonResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

In this detailed solo episode of Pilot's Portfolio, Timothy P. Pope, CFP® walks Delta pilots through everything they need to know if they lose their medical and can't fly. From contractual long-term disability benefits and the Delta Pilots Mutual Aid (DPMA) program to ALPA's voluntary insurance options, Tim explains how to layer your benefits, understand offsets, and evaluate your real financial protection. This episode is packed with actionable knowledge to help Delta pilots build a smarter, more secure plan in case their career takes an unexpected turn.What You'll Learn from This EpisodeDelta's Disability Structure: How 50% of your final average earnings are calculated and taxed.Offsets That Matter: What other income or benefits can reduce your disability payout—and which won't.DPMA Explained: How the mutual aid program adds 25% tax-free coverage and survivor benefits.ALPA Disability Plans: Breakdown of base, plus, and lump sum disability coverages—and when they kick in.How to Strategically Layer Coverage: Understand how different timelines and policies combine to protect your income across short- and long-term scenarios.Resources:Schedule An Appointment Our Practice's WebsiteSend Us Your QuestionsThis 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.

This week on Not Your Granny's Quilt Show, my guest is Abigail Wade—Certified Financial Planner, LPL Financial Advisor, and co-host of the brand new podcast Wade Through It All: Success Simplified. Abigail runs a financial planning business with her dad, where they help people navigate both personal and business finances with clarity and confidence. In this episode, Abigail shares practical ways creatives and small business owners can prepare for the inevitable ups and downs—because financial planning doesn't have to be scary or overwhelming. Find out more at rmwadeco.com, on Instagram @rmwadeandco, or tune into their podcast.Want to see more? You can find it here: NYQGS Merch Shop: nygqs.printify.me Patreon: patreon.com/notyourgrannysquiltshow Instagram: https://www.instagram.com/notyourgrannysquiltshow https://www.instagram.com/sweetpeadesigncompany YouTube: https://youtube.com/@notyourgrannysquiltshow Want to be on the show? Send us a message!

In this episode we are joined by Cary Carbonaro, an award-winning author, and Certified Financial Planner™ with over 25 years of experience. Her specialty is empowering women to discover their unique path to financial independence. One thing we love the most about Cary is how radically transparent she is with her clients. Just call her the "Queen of Transparency" because she shares her tax return, investment portfolio and other parts of her financial life with them. In our conversation with her we discuss: The Great Wealth Transfer that she talks about in her latest book, 'Women and Wealth.' The unique needs of women and the psychology driving their financial decisions. The played out “widows and divorcees” stereotypes of women. Her analogy of comparing different shoes to asset classes. What women really want from financial professionals (hint: it's not just beating the market).  

Health insurance is a major decision and a growing trend is reshaping how some employers provide it. Enter the ICHRA, or Individual Coverage Health Reimbursement Arrangement. What is an ICHRA, why are companies offering them, and how can you know if it's a smart decision for you and your family? We're joined by health insurance advisor Corey Johnson to break it down and help you make a wise choice.  Season 10, Episode 44 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/58wi3rgOfUg  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.

Send us a textThis week on Here's What We Know, our host Gary sits down with former NFL fullback Jedidiah “Jed” Collins, now a financial educator, author, and founder of Money Vehicle. From playing with the New Orleans Saints to launching a financial literacy movement, Jed shares what it means to lead with purpose both on and off the field.​​If you're a football fan or just trying to get smarter with your money, this one's for you.In This Episode:The NFL Days: Stories from Jed's time with the Saints, team culture, and what it was really like to play with legends like Drew Brees.The Fullback Mindset: Why the most underrated positions can teach us the most about teamwork and grit.Failing Forward: How the NFL taught Jed to embrace failure and channel it into growth.Building Legacy Over Lifestyle: Why top athletes and all of us should be thinking about impact, not just income.A Saints Fan for Life: Gary shares his childhood fandom and why the Saints always felt like more than just a team.Money Vehicle Mission: Jed's passion project teaching students how to make smart financial decisions early.Why Financial Literacy Matters: Especially for athletes entering sudden wealth, real talk on fraud, fame, and responsibility.Entrepreneurship & Life After Sports: The parallels between athletics and business, and how resilience shows up in both.This episode is sponsored by: Tranont  Dignity MemorialBio:Jedidiah Collins, CFP®, is a former NFL fullback, Amazon best-selling author, adjunct professor, and Certified Financial Planner® (CFP®) with a passion for financial education. His journey to financial empowerment didn't begin with a textbook but with personal experience—after being cut 12 times, he persevered to become the #1 fullback in the NFL.While living the dream of playing professional football, Jed faced a harsh reality: he was unprepared for the financial opportunities that came with success. Determined to change that, he pursued his CFP® certification while still in the league. After transitioning from football, he gained real-world experience in wealth management but soon realized his true passion wasn't in helping people end their financial journey—it was in empowering those who had never spoken the language of money to begin theirs.To fulfill this mission, Jed founded Money Vehicle, an education technology company providing schools and students with a roadmap to financial freedom through an engaging and accessible financial literacy curriculum.Today, Jed is a passionate advocate for financial awareness, helping professional athletes capture their dreams while also guiding young professionals to start theirs.Website: https://yourmoneyvehicle.com/Instagram: https://www.instagram.com/fullbackoffinance/Connect with Gary: Gary's Website Follow Gary on Instagram Gary's Tiktok Gary's Facebook Watch the episodes on YouTube Advertise on the Podcast Thank you for listening. Let us know what you think about this episode. Leave us a review!

What If the “Standard Life Plan” Is the Real Trap?   I sit down with Bri Conn, a Certified Financial Planner at Childfree Wealth, for a refreshingly honest conversation about what it means to choose a different path.   Bri opens up about the money messages passed down in her family, like the ever-present Dave Ramsey book in her grandmother's kitchen, and how those early lessons shaped her beliefs. From preparing for financial abandonment when she came out in college to becoming a planner helping others chart a non-traditional path, Bri's story is about rewriting the money rules and taking full ownership of your future.   If you've ever felt boxed in by expectations:  marriage, kids, retirement at 65, this episode will challenge you to ask: What do I really want my life to look like?   Tune in now to watch or listen, you don't want to miss this one!     00:00 – Childhood Lessons: Cash-Only Living & Dave Ramsey Roots 05:00 – Coming Out, Working 4 Jobs & Saving “Just in Case” 10:00 – Discovering Personal Finance & Building a DIY Strategy 17:00 – The Career Pivot: From Burned-Out Marketer to Financial Planner 21:00 – Starting Childfree Wealth: Who It's For & Why It Matters 28:00 – Ditching the Standard Life Plan & Defining Your Path 36:00 – Flat Fees, Boundaries, & Building Your Dream Financial Team    

About this Episode What would happen to your family or loved ones if life threw an unexpected curveball tomorrow? Would they feel protected, supported, and prepared, or left to navigate a stressful maze of financial questions and paperwork on their own? In a world where change is the only constant, financial preparedness is an act of love that too often gets pushed aside for another day. But when the unimaginable happens, being unprepared isn't just stressful—it can have lasting effects on your sense of security, your relationships, and your peace of mind. In this episode, you'll discover how to take control and approach financial planning as a tool for caring for yourself and those you love. With honest stories from personal experience, practical checklists, and expert strategies for navigating life's transitions like widowhood, blended families, and sudden loss, you'll learn why clarity is the best gift you can give to your family. This episode offers actionable steps for organizing vital documents, starting tough conversations, and building the kind of foundation that keeps everyone cared for—no matter what the future holds. Donna Jean Kendrick is a CERTIFIED FINANCIAL PLANNER™ practitioner and founder of Sephton Financial. After losing her first husband suddenly in 2013, Donna navigated widowhood with three young children, inspiring her to support families in transition through financial planning. She is the host of the Wisdom and Wealth Podcast and author of A Guide to Widowhood, and A Guide for Blended Families. Check out the transcript of this episode on Dr. Jessica Higgin's website. Episode Highlights  05:40 Navigating blended family dynamics and the process of adjustment. 13:25 How being financially organized eased the pain of loss. 14:38 The gift of clarity: Preparing financial documents for loved ones. 18:16 Facing the emotional side of financial planning in relationships. 21:57 Practical tips for document organization. 26:22 How to overcome overwhelm and take stock of your finances. 29:06 Building a financial foundation: Net worth, liabilities, and spending plans. 33:50 Finding your system: Partner roles and routines in managing finances. 36:00 Best practices for couples discussing and organizing their finances. 39:21 Joint vs. separate accounts: Customizing financial approaches for couples. 40:35 Planning for retirement and avoiding resentment. 46:07 Financial conversations for new couples and the value of prenuptial agreements. Mentioned A Guide for Blended Families (*Amazon Affiliate link) (book) A Guide to Widowhood Workbook (*Amazon Affiliate link) (book) Don't Leave Your Loved Ones Without Answers (webinar link) Annual Credit Report Evolve in Love (program) Connect with Donna Jean Kendrick Websites: donnajeankendrick.com Facebook: facebook.com/DonnaJeanKendrick YouTube: youtube.com/@donnajeankendrick Instagram: instagram.com/donnajeankendrick TikTok: tiktok.com/@donnajeankendrick Podcast: open.spotify.com/show/27h7hxaS2YRb2JJz6R4K9I Connect with Dr. Jessica Higgins Facebook: facebook.com/EmpoweredRelationship  Instagram: instagram.com/drjessicahiggins  Podcast: drjessicahiggins.com/podcasts/ Pinterest: pinterest.com/EmpowerRelation  LinkedIn: linkedin.com/in/drjessicahiggins  Twitter: @DrJessHiggins  Website: drjessicahiggins.com   Email: jessica@drjessicahiggins.com If you have a topic you would like it to be discussed, please contact us by clicking on the “Ask Dr. Jessica Higgins” button here.  Thank you so much for your interest in improving your relationship.  Also, I would so appreciate your honest rating and review. Please leave a review by clicking here.  Thank you!   *With Amazon Affiliate Links, I may earn a few cents from Amazon, if you purchase the book from this link.

Nick Hopwood, Certified Financial Planner and founder of Peak Wealth Management where they manage 400 million for high net worth individuals and small businesses owners. Nick is known as "Mr Roth" because sometimes thats all he wants to talk about... Visit PeakWM.com/Gruber to get a second opinion Markets reaction to middle east conflict Using a 401k to invest in real estate  

This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market -Meet Paul S. Stanley Managing Partner At Granite Bay Wealth ManagementGuest:Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUMWebsite: https://granitebaywm.com/Bio:Paul graduated from Bentley College with a Bachelor's in Economics and Finance. He spent the first ten years of his career working at major Wall Street firms. In 2006 he opened Granite Bay Wealth Management after realizing that independence was the only way to truly offer what was best for his clients.Paul obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1999. He has successfully completed level one of the Chartered Financial Analysts (CFA®) exam. He also received his Certified Portfolio Manager (CPM®) designation through the Academy of CPM and New York University's Stern School of Business in 2022.Paul currently serves as a Selectman for the Town of Greenland, NH. He has served as an elected member of the MSAD 35 School Board, Chairman of the South Berwick Sewer District, and a board member of Marshwood Youth Baseball. He spends his free time coaching baseball and soccer, cooking, traveling, golfing, running, and playing guitar. Paul lives in Greenland, NH with his partner Colleen and her daughter Annabelle and has two grown sons: Trevor, who works as a financial advisor for Granite Bay, and Chase, who is attending the University of Tennessee in Knoxville.

In this month's Smart Planning segment, a financial advisor discusses how to build a smarter debt payoff plan without sacrificing long-term financial goals. What's the smartest way to make progress on credit card debt when budgeting alone isn't cutting it? When can debt consolidation tools actually make your situation worse? Hosts Sean Pyles and Elizabeth Ayoola discuss strategies for getting out of debt without sacrificing long-term financial stability. But first, they begin with a round of Smart Money, Dumb Money, Fun Money, where they talk about some of the smartest, dumbest and “funnest” things they've seen in the world of money lately, from maximizing credit card rewards to avoiding loyalty traps with insurance providers to choosing which splurges are actually worth it. Then, they're joined by Daniel Messeca, Certified Financial Planner and co-host of the Check Your Balances podcast, to help listener Safia weigh whether tapping their 403(b) to pay off $36,000 in credit card debt is a smart move. Together, they explore how to evaluate the long-term tradeoffs of using retirement funds, how to spot and plug budget leaks, and how nonprofit credit counseling, 403(b) loans, and even bankruptcy might fit into a comprehensive debt payoff plan. Inspired to navigate your finances with an advisor? Use NerdWallet Advisors Match to find vetted professionals today at https://www.nerdwalletadvisors.com/match  Card benefits, terms and fees can change. For the most up-to-date information about cards mentioned in this episode, read our reviews: American Express Blue Cash Preferred Review: Perhaps the Ultimate Family Card https://www.nerdwallet.com/reviews/credit-cards/american-express-blue-cash-preferred  Citi AAdvantage Executive Review: Your Key to the Club https://www.nerdwallet.com/reviews/credit-cards/citi-aadvantage-executive  Track your net worth, stay up-to-date on consumer news, and learn smart money moves on the NerdWallet app: https://nerdwallet.com/app  Compare auto insurance rates in 2 minutes: https://www.nerdwallet.com/m/insurance/auto-insurance/compare-quotes-control-29  In their conversation, the Nerds discuss: using 403b to pay off credit cards, credit card debt payoff strategies, credit card consolidation options, nonprofit credit counseling, 403b loan vs withdrawal, how to budget paycheck to paycheck, emergency fund savings tips, high-interest credit card strategies, 0 APR balance transfer, eSIM international travel, rental car insurance credit card, car insurance loyalty penalty, budgeting apps for debt payoff, student loan repayment tips, public service loan forgiveness program, SAVE plan student loans, income-driven repayment plans, how to reduce entertainment spending, reducing eating out budget, how to start a side hustle, budgeting for low income, when to pause retirement contributions, how to qualify for PSLF, tips for high annual fee credit cards, choosing the right rewards card, using hobbies for self-care, fun money budgeting tips, best credit cards for groceries, and car insurance shopping tips.  To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you're planning to retire before you're eligible for Medicare at age 65, one of the biggest questions you'll face is: What do I do about health insurance? In this episode of The Wise Money Show, we break down your options—including COBRA, Healthcare.gov plans, and health-sharing networks. We'll walk through: - The pros and cons of COBRA - How the Affordable Care Act (ACA) can offer major tax credits - Why income planning is critical for avoiding healthcare surprises - What to know about health insurance ministries and coverage gaps - Common health insurance mistakes early retirees make—and how to avoid them   Season 10, Episode 43 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/p8tG5yG_9n8  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.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Mario Hernandez (https://www.longevitywealthmanagement.com/) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm's proprietary PulsePoint Formula, building multi-generational relationships rooted in trust and education. Mario writes monthly for Kiplinger and has been featured in Real Simple, NerdWallet, and U.S. News & World Report. He holds a Bachelor of Science in Accounting and Finance from Cal State University, Hayward, and a master's in financial planning from Golden Gate University.In this episode, Chris and Mario discuss:1. The Power of Focus: Stop Doing It All and Start Growing2. Planning Over Performance: The Real Differentiator3. Want Loyalty? Help with More Than Just Investments4. The Best Advice Is the Advice You Live ByLinkedIn: https://www.linkedin.com/in/mario-hernandez-cfp-1046735/ Website: https://www.longevitywealthmanagement.com/ Articles: https://www.kiplinger.com/author/mario-hernandez Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Dylan and Max are joined (again) by everyone's favorite multi-hyphenate pilot, Seth Lake. This time, he walks them through the process of reinstating their expired CFI certificates—turns out it's not as terrifying as they thought. From FOIs to ACS, Seth breaks it down like a DPE Jedi. If you've let your CFI lapse, or you're just morbidly curious, this one's for you. Seth's Website | 10% Off the ACE Guide Seth's Youtube Channel Show Notes 0:00 Intro 5:01 Keeping CFI Current 15:58 Reinstatement 31:27 Creating this Document 39:02 On Ground vs In Plane 58:24 Emergency Operations & After Landing 1:07:05 Wrap Up Questions   Be sure to subscribe to 21Five's Youtube Channel to see our luggage review videos! Connect with us on LinkedIn Our sponsors: Move your airplane without breaking your back or the bank! Max said the Amigo AeroTow's affordable T1 tug has 'changed his hangar life'. Learn more about AeroTow's family of aviation tugs and see why its earning rave reviews from top 40 aviation podcast hosts around the globe. Use code "21five" at checkout for $100 off any AeroTow product! -- 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. Visit harveywatt.com to learn more! -- Advanced Aircrew Academy enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. We do this by providing high-quality professional pilot, flight attendant, flight coordinator, maintenance, and line service training modules delivered via the web using a world-class online aviation training system. Visit aircrewacademy.com to learn more! -- Tim Pope is a CERTIFIED FINANCIAL PLANNER™ and a pilot. His financial planning practice provides services to aviation professionals and aviation 401k plans. Tim helps clients pursue their financial goals by defining them, organizing & optimizing resources, planning, implementing, and monitoring their financial plan. Visit https://link.21fivepodcast.com/timothy-pope to learn more. Check out Tim's podcast: The Pilot's Portfolio podcast -- VAERUS MEANS RIGHT, TRUE, AND REAL.Buy or sell an aircraft the right way, using a true partner, to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales | Learn more about the DC-3 Referral Program -- The 21.5 Podcast is supported by our friends at ProPilotWorld.com - The Premier Information & Networking Resource for Professional Pilots -- Do you have feedback, suggestions, or a great aviation story to share? Email us info@21fivepodcast.com Check out our Instagram feed @21FivePodcast for more great content and to see 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 Deep Shift series, Carl explores how tactical curiosity—like obsessing over budgeting apps or fueling strategies—often hides something deeper. What starts as a surface-level decision can lead to a powerful emotional insight. Maybe it's not about interest rates… maybe it's about fear, identity, or old family patterns. Carl walks us through why it's easier to talk spreadsheets than shame—and how simply asking, “Why are you asking?” can crack open the truth.Want more from Carl? Get the shortest, most impactful weekly email on the web! Sign up for the Weekly Letter from Certified Financial Planner™ and New York Times columnist Carl Richards here: https://behaviorgap.com/