POPULARITY
Categories
369 episodes with certified financial planners
402 episodes with certified financial planners
374 episodes with certified financial planners
257 episodes with certified financial planners
161 episodes with certified financial planners
222 episodes with certified financial planners
149 episodes with certified financial planners
98 episodes with certified financial planners
84 episodes with certified financial planners
91 episodes with certified financial planners
97 episodes with certified financial planners
54 episodes with certified financial planners
79 episodes with certified financial planners
60 episodes with certified financial planners
46 episodes with certified financial planners
40 episodes with certified financial planners
37 episodes with certified financial planners
39 episodes with certified financial planners
35 episodes with certified financial planners
39 episodes with certified financial planners
18 episodes with certified financial planners
29 episodes with certified financial planners
20 episodes with certified financial planners
27 episodes with certified financial planners
22 episodes with certified financial planners
39 episodes with certified financial planners
20 episodes with certified financial planners
23 episodes with certified financial planners
46 episodes with certified financial planners
18 episodes with certified financial planners
16 episodes with certified financial planners
15 episodes with certified financial planners
12 episodes with certified financial planners
19 episodes with certified financial planners
17 episodes with certified financial planners
17 episodes with certified financial planners
17 episodes with certified financial planners
11 episodes with certified financial planners
21 episodes with certified financial planners
14 episodes with certified financial planners
16 episodes with certified financial planners
22 episodes with certified financial planners
13 episodes with certified financial planners
12 episodes with certified financial planners
12 episodes with certified financial planners
11 episodes with certified financial planners
13 episodes with certified financial planners
9 episodes with certified financial planners
15 episodes with certified financial planners
10 episodes with certified financial planners
15 episodes with certified financial planners
12 episodes with certified financial planners
12 episodes with certified financial planners
31 episodes with certified financial planners
8 episodes with certified financial planners
12 episodes with certified financial planners
12 episodes with certified financial planners
12 episodes with certified financial planners
11 episodes with certified financial planners
10 episodes with certified financial planners
5 episodes with certified financial planners
8 episodes with certified financial planners
7 episodes with certified financial planners
11 episodes with certified financial planners
14 episodes with certified financial planners
7 episodes with certified financial planners
7 episodes with certified financial planners
8 episodes with certified financial planners
6 episodes with certified financial planners
9 episodes with certified financial planners
7 episodes with certified financial planners
12 episodes with certified financial planners
10 episodes with certified financial planners
15 episodes with certified financial planners
31 episodes with certified financial planners
6 episodes with certified financial planners
7 episodes with certified financial planners
8 episodes with certified financial planners
8 episodes with certified financial planners
7 episodes with certified financial planners
5 episodes with certified financial planners
5 episodes with certified financial planners
9 episodes with certified financial planners
6 episodes with certified financial planners
14 episodes with certified financial planners
6 episodes with certified financial planners
8 episodes with certified financial planners
7 episodes with certified financial planners
8 episodes with certified financial planners
12 episodes with certified financial planners
4 episodes with certified financial planners
5 episodes with certified financial planners
10 episodes with certified financial planners
6 episodes with certified financial planners
4 episodes with certified financial planners
12 episodes with certified financial planners
4 episodes with certified financial planners
6 episodes with certified financial planners
5 episodes with certified financial planners
5 episodes with certified financial planners
6 episodes with certified financial planners
6 episodes with certified financial planners
5 episodes with certified financial planners
5 episodes with certified financial planners
4 episodes with certified financial planners
6 episodes with certified financial planners
16 episodes with certified financial planners
5 episodes with certified financial planners
3 episodes with certified financial planners
6 episodes with certified financial planners
5 episodes with certified financial planners
4 episodes with certified financial planners
11 episodes with certified financial planners
8 episodes with certified financial planners
5 episodes with certified financial planners
27 episodes with certified financial planners
3 episodes with certified financial planners
6 episodes with certified financial planners
7 episodes with certified financial planners
4 episodes with certified financial planners
5 episodes with certified financial planners
4 episodes with certified financial planners
6 episodes with certified financial planners
5 episodes with certified financial planners
4 episodes with certified financial planners
9 episodes with certified financial planners
95 episodes with certified financial planners
7 episodes with certified financial planners
5 episodes with certified financial planners
13 episodes with certified financial planners
4 episodes with certified financial planners
4 episodes with certified financial planners
6 episodes with certified financial planners
4 episodes with certified financial planners
9 episodes with certified financial planners
87 episodes with certified financial planners
8 episodes with certified financial planners
4 episodes with certified financial planners
4 episodes with certified financial planners
4 episodes with certified financial planners
8 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
2 episodes with certified financial planners
3 episodes with certified financial planners
3 episodes with certified financial planners
5 episodes with certified financial planners
3 episodes with certified financial planners
3 episodes with certified financial planners
6 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
5 episodes with certified financial planners
3 episodes with certified financial planners
2 episodes with certified financial planners
4 episodes with certified financial planners
2 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
3 episodes with certified financial planners
10 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
4 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
2 episodes with certified financial planners
7 episodes with certified financial planners
4 episodes with certified financial planners
7 episodes with certified financial planners
2 episodes with certified financial planners
Nick Hopwood, Certified Financial Planner and Founder of Peak Wealth Management, joins Steve Gruber to break down smart strategies for your retirement and investments. From new IRA, 401(k), and HSA contribution limits to catch-up rules for those over 50, Nick explains how to make the most of your money. He also compares Wirehouse advisors to RIAs, discusses the impact of the government shutdown on retirement planning, and weighs in on the latest mortgage trends. To get a free Social Security analysis and a second opinion with Nick and his team of CFPs to retire with confidence, visit peakwm.com/gruber.
In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how alternative investments can play a valuable role in portfolio management and retirement investing. They're joined by Brooke Garcia, a Certified Financial Planner™, Chartered Financial Analyst®, and Chartered Alternative Investment Analyst®, who brings deep expertise in private markets investing, risk management for investors, and portfolio diversification strategies. They explore how adding non-correlated assets such as private equity or private credit investing can help improve portfolio balance and reduce portfolio risk—especially when the traditional 60/40 portfolio approach no longer provides the same stability. This insightful discussion dives into how alternative investments can create a more tax efficient portfolio and contribute to a smoother investment experience during volatile market cycles. Listen in to learn about how alternative investments explained by Brooke can reshape the way you think about diversification and retirement planning strategies. You'll discover how these vehicles can provide access to opportunities outside of the public markets, deliver potential capital gains strategy benefits, and offer unique tools for investment risk management. If you're exploring ways to plan for retirement, retiring comfortably, and secure your retirement, this episode is packed with insights that connect tax planning, index replication, and tax loss harvesting into a broader tax strategy that enhances long-term wealth management. In this episode, find out: What alternative investments are and how they differ from traditional stocks and bonds. Why private markets investing may provide higher returns and smoother volatility. How to use non-correlated assets to build a more diversified portfolio and improve portfolio balance. Key considerations about liquidity, manager due diligence, and position sizing in alternative investments. How a well-designed diversification strategy supports long-term retirement planning and tax efficiency. Tweetable Quotes: “When bonds and stocks fall together, that's when investors start to realize the importance of alternative investments in balancing risk.” — Radon Stancil “Alternative investments aren't perfect for everyone, but everyone should evaluate whether they can play a role in their plan for retirement.” — Murs Tariq Resources: 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 of Pilot's Portfolio, Certified Financial Planner and GA pilot Tim Pope helps pilots close out the year with clarity and confidence. As 2026 approaches, new tax and retirement contribution rules are set to take effect—and Tim explains what they mean for your paycheque, your savings, and your strategy. From 401(k) and IRA limit increases to the controversial new Roth “catch-up” rule, this episode unpacks how to plan ahead and avoid falling into what Tim calls a “2026 tax grab”. Tim also encourages reflection on your 2025 financial wins, the goals that didn't quite land, and what to do differently next year. Whether you're celebrating a major milestone, planning a move, or eyeing your next savings target, this episode helps you finish the year strong and start 2026 with a smarter plan.What You'll Learn from This EpisodeHow to reflect on 2025's financial wins and identify what to improve in 2026.Which 401(k), IRA, and HSA contribution limits are changing in 2026—and how to plan for them.The truth behind the new Roth-only catch-up rule for earners above $145,000.How to decide between Roth and pre-tax contributions for tax efficiency.The differences between 401(k)s and IRAs—and why each matters for pilots.What “super catch-up contributions” mean for those aged 60–63.How to use reflection, discipline, and timing to turn frustration into financial advantage.Why 2026 may feel like a “tax grab”—and how to stay ahead of it.Resources:Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.
Welcome to this week's Dollars & Sense episode with Joel Garris! Are you wondering if you should rent or buy in today's crazy market? Or how AI is really reshaping the economy—and maybe even your job? In this video, Joel breaks down the biggest financial trends of the moment and gives you the tools to make smarter money moves. First up, Joel uncovers why corporate earnings are smashing expectations and how Amazon's massive AI push could change the workforce as we know it. Is the AI hype the next tech bubble? Find out what you should be watching out for in your investment portfolio today! Then, we jump into the “Rent vs. Buy” debate. With homeownership at historic lows for young people and investing on the rise, Joel explains the pros and cons, the real numbers, and the emotional side of these decisions. Are you better off staying a renter and investing the difference, or does owning your home still build the most wealth? Tune in for the surprising truths—and what most people are getting wrong. Want actionable tips, expert insights, and honest answers to your biggest money questions? Watch now and get ahead of the curve! Don't forget to like, subscribe, and hit the bell so you never miss an episode of Dollars & Sense!
When you retire, your investment strategy shouldn't look the same as it did during your working years. The way down the mountain is different and more challenging than the climb up. In this episode of Wise Money, we're walking through five retirement investment strategies, explaining the pros and cons of each, and helping you determine which approach is best for your situation. From dividend investing to the personal pension plan, discover how to manage risk, protect your income, and keep your retirement on track. Season 11, Episode 12 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/vl-jAU5wWAg 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.
Confessions of a Freebird - Midlife, Divorce, Dating, Empty Nest, Well-Being, Mindset, Happiness
Have you ever stopped to think about the relationship you have with money, not just your budget or bank balance, but the emotions that shape your financial choices?Even though money looks logical on paper, the truth is most of our financial decisions come from our emotional state—shaped by the families we grew up in, what we witnessed, and what we learned about having “enough.”In this powerful episode, I sit down with Shannon Ryan, Certified Financial Planner, TEDx speaker, and author of Your Money Has Feelings. With over 30 years of experience guiding people through financial change, Shannon brings warmth and compassion to a topic that often feels shame-filled or overwhelming. Her approach blends personal finance and emotional well-being in a way that might shift how you relate to money for good.We explore:How early family patterns create emotional “scar tissue” around money—and how that shows up nowWhy women often carry unhealed money fears during midlife transitionsHow your nervous system responds to money stress—and what helps calm itWhy financial security after divorce can feel like an emotional minefieldThe sneaky money beliefs that keep you stuck in scarcityWhat real financial empowerment looks like (hint: it's not just numbers)If you're rebuilding after a breakup, reentering the workforce, or just trying to feel safer and more confident with money, this conversation will leave you feeling seen, grounded, and hopeful.You're not broken, you're just taking the next right step.Here's to trusting yourself, and trusting the next right step.LaurieClick here for a video on how to leave a review to receive a free somatic stabilization/grounding exercise. The podcast graphic is different from the current one. Once you complete it and send me a picture I will send you the video. My email is laurie@laurieejames.comThank you in advance. Click here to learn about my NEW “Nervous System Regulation Starter Kit” Free ResourcesClick here to schedule a FREE inquiry call with me.Click here for my FREE “Beginner's Guide to Somatic Healing”Click here for my FREE Core Values ExerciseClick here to purchase my book: Sandwiched: A Memoir of Holding On and Letting GoWebsiteConnect with Shannon RyanYour Money Has Feelings BookPlease leave me feedback. I cannot respond so if you'd like me to respond, please leave your email***********************DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL, MEDICAL OR PROFESSIONAL ADVICE. YOU SHOULD CONTACT A LICENSED THERAPIST IF YOU ARE EXPERIENCING SUICIDAL THOUGHTS. YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE. YOU SHOULD CONTACT A LICENSED MEDICAL PROFESSIONAL WITH RESPECT TO ANY MEDICAL ISSUE OR PROBLEM.
In this episode of Your Retirement Planning Simplified, Joe Curry unpacks essential cybersecurity lessons for retirees, based on insights from expert Darren Mar, Director of Client Solutions at NPC Dataguard, who recently led an informative cybersecurity webinar for clients of Joe's firm, Matthews + Associates. Learn how to protect your retirement savings, personal data, and peace of mind from online threats with simple, practical steps that safeguard your digital and financial life. Key Takeaways Cybersecurity is part of retirement security. Your wealth, identity, and digital assets are all connected — protecting them is as important as managing your investments. Most cyberattacks target individuals, not just corporations. Retirees are prime targets because of their savings, steady income, and tendency to trust legitimate-looking communications. Five essential layers of protection. Multi-factor authentication, long passphrases, regular software updates, secure backups, and professional-grade security tools dramatically reduce your risk. Awareness beats fear. You don't need to be a tech expert — just build consistent habits, question unexpected messages, and know what to do if something feels off. Peace of mind is part of your plan. Cybersecurity helps protect not only your money but your confidence and independence in retirement. Resources Darren Mar, Director of Client Solutions at NPC Dataguard Darren recently led a webinar about Cybersecurity for our Fall 2025 Client Event at Matthews + Associates Cybersecurity & Identity Theft Checklist Request your free copy by emailing us: info@retirementplanningsimplified.ca YRPS Ep #97 Blog: Safeguard your Savings: Outsmart Cybercriminals Targeting Your Money with Scott Wright Previous YRPS episode with related content Matthews + Associates Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/invitation-link/88QG1TMQ12 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/ About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/ About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified 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 Journey to Launch, I'm joined by Beth Pinsker, financial planning columnist for MarketWatch, Certified Financial Planner, and author of My Mother's Money: A Guide to Financial Caregiving. Beth shares her personal and professional insights on what it really takes to manage a loved one's finances and why preparing now can save you (and your family) heartache, time, and money later. We talk about the realities of caregiving from setting up power of attorney and health care proxy forms, to navigating long-term care insurance and estate planning. Beth's own journey caring for her mom opened her eyes to how unprepared most of us are for this role and inspired her to create the guidebook she wishes she'd had. In this episode, Beth also shares: How to proactively start financial caregiving conversations with your parents or adult children even when it feels uncomfortable The real cost of caregiving (and how to plan for it before it derails your financial goals) How to handle sibling dynamics and avoid conflict when managing a parent's money he importance of updating beneficiaries, wills, and trusts and why it's easier than most people think Check out the video to this episode on YouTube here. Other related blog posts/links mentioned in this episode: Read Beth's book, My Mother's Money: A Guide to Financial Caregiving Get your copy of Your Journey To Financial Freedom if you haven't already. Apply to Share Your Journeyer Story, here. Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here! Join The Weekly Newsletter List to get updates, deals & more! Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp Check out my personal website here. Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB – Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with Beth: Website: BethPinsker.com Instagram: @bethpinsker_ny Bluesky: bethpinsker.bsky.social Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide
Alan Franks is a financial planner, author, and speaker. In this episode, he talks about childhood experiences that inspired change, the singular education from owning a business, the value of mentors, scaling forward and back, and building the guidebook for others.Alan Franks is an author, speaker, and a fee-based CERTIFIED FINANCIAL PLANNER™ who provides holistic financial planning services nationwide. Unlike many financial advisors who prioritize selling products, Alan takes a client-centered approach, helping individuals and families define their lifestyle goals and then reverse-engineering a tailored financial plan to achieve them. His focus on cost-effective, tax-advantaged strategies empowers clients to realize their dreams as quickly and efficiently as possible.Specializing in serving professionals, executives, and business owners, Alan helps his clients live their fullest lives through thoughtful and strategic financial planning.Website: empowered-money.com/LinkedIn: linkedin.com/in/alanfranks/Instagram: @frankly_financialBook: https://a.co/d/3JFMWavTo learn more, visit:linkedin.com/in/jason-Shupp-18b4619bListen to more episodes on Mission Matters:https://missionmatters.com/author/Jason-Shupp/
Nancy Hite, Certified Financial Planner™, fiduciary, and Founder of The Strategic Wealth Advisor based in Florida, who is offering complimentary financial planning sessions nationwide to laid-off government employees and military personnel currently facing paycheck disruptions. Nancy is not selling anything- instead, she's stepping up as a trusted resource during a time of financial uncertainty for thousands of Americans. With decades of experience guiding individuals through financial transitions, as well as recent coverage in media such as Investopedia, she's uniquely positioned to provide clarity and support to those who need it most. Nancy can speak to: How furloughed or laid-off workers can stabilize their finances What steps to take when paychecks are delayed or uncertain How military families can protect their financial future during instability The emotional toll of financial stress—and how planning can help Nancy is available for interviews, expert commentary, or quick tips for your audience. She's passionate about empowering people with knowledge, not products. Previously, Nancy has authored The Retirement Mirage… Time to Think Differently, a work derived from her personal experiences. She has dedicated her career to helping her clients avoid outliving their money by providing personalized, principle-based financial planning that honors each client's goals and risk tolerance. She is also skilled at providing clarity to complex financial situations, helping listeners “see ahead when they're too busy to look up.” Additionally, she is well-versed in offering guidance for all types of investment and retirement accounts, with a focus on long-term planning and tax-efficient strategies. Over the course of her journey, she has become a national-recognized thought leader and also holds multiple trademarks, including Pay Taxes on the Seeds, Not on the Harvest™.
What if the biggest obstacle between you and financial freedom isn't your income — but your mindset?In this powerful and eye-opening episode of Insight is Capital, host Pierre Daillie sits down with Dr. Brad Klontz, financial psychologist, bestselling author, and professor, to explore the hidden forces shaping our relationship with money. From childhood money scripts to the myths we inherit about wealth, Klontz reveals how emotional conditioning, fear, and tribal thinking keep so many of us stuck — and how to break free.Drawing from his latest book, Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Financial Freedom, Dr. Klontz delivers a no-nonsense roadmap for replacing self-sabotage with empowerment. He explains why being broke is temporary, but being poor is a mindset — and why cultivating an internal locus of control can change everything.Through deeply personal stories, sharp insights, and behavioral research, Klontz challenges conventional beliefs about capitalism, wealth, and happiness. He unpacks why people self-sabotage after windfalls (like lottery winners), how tribal instincts influence spending (“Sprinter Van Syndrome”), and why automation is the most powerful tool for lasting wealth.
This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron's, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.
Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Derek Hagen, author and Director of Education and Communication at Money Quotient, about the connection between life, psychology, and financial planning. Derek breaks down why money alone doesn't create fulfillment—and how aligning your financial strategy with purpose, values, and clear goals creates real impact.Key Takeaways:
According to a report by the Deseret News and Hinckley Institute of Politics, over half of Utahns say they are living paycheck to paycheck, with an additional quarter struggling to cover basic expenses. Holly and Guest Host Marty Carpenter discuss these numbers and what they mean for the future. They also listen to some advice from Certified Financial Planner with DMBA Shane Stewart for some tips on staying in the black.
In this episode of Dollars & Sense, Joel Garris and Christina Lamb tackle two of the most pressing topics in personal finance: the power—and pitfalls—of leveraged ETFs, and the shifting wealth equation for young Americans deciding between renting or buying a home. Listeners will discover why leveraged exchange-traded funds can supercharge returns but demand careful strategy and constant attention, as Joel and Christina break down the pros, cons, and key takeaways for investors seeking higher stakes in the market. The discussion then pivots to the rent vs. buy debate, exploring whether investing your cash as a renter might outpace the long-term gains of homeownership. It's a data-driven look at how rising housing costs, changing economic trends, and the influence of social media are reshaping wealth-building decisions for Gen Z and millennials. Joel and Christina share real-world numbers, highlight crucial tax differences, and offer practical advice on making the best choice for your financial situation and life goals. If you want to understand the risks and rewards of today's investing landscape—from leveraged ETFs to smarter housing decisions—this episode delivers actionable insights and thought-provoking perspectives. Click to listen and discover how you can build wealth with confidence in a rapidly changing world!
New data shows Americans now spend more than $100 a week on work lunches - turning everyday meals into a costly luxury amid rising prices. Ed Gjertsen, Certified Financial Planner and Founder of Engage Wealth Group in Chicago, joins Rob Hart on the WBBM Noon Business Hour to discuss.
New data shows Americans now spend more than $100 a week on work lunches - turning everyday meals into a costly luxury amid rising prices. Ed Gjertsen, Certified Financial Planner and Founder of Engage Wealth Group in Chicago, joins Rob Hart on the WBBM Noon Business Hour to discuss.
As 2025 wraps up, so does your chance to make smart, proactive tax moves before the year is over. In this episode of Wise Money, we walk through your 2025 fall tax planning playbook and checklist for you to follow. We cover Roth conversions, RMDs and QCDs, topping off Health Savings Accounts (HSAs), and how the tax law changes passed this summer should shape what you do before year-end. Season 11, Episode 11 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/9hmqkEvVptc 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.
Financial Advisor Jayson Thornton, CFP® — REACTS! Money Q&A Jayson M. Thornton, CFP® is an award winning Financial Advisor, specializing in Tax & Wealth Planning. He is a CERTIFIED FINANCIAL PLANNER ™ professional and Enrolled Agent (EA). Jayson earned his Bachelor's Degree from Missouri Valley College (Cum Laude, Honors Graduate) and his Certificate in Financial Planning from Howard University School of Business.*Disclaimer*Financial Coaching during Livestreams is NOT personal investment advice, No CFP-Client relationship is established by submitting a question by email or text in live chat.https://www.pocketwatcher.netPocketWatcherJT@gmail.comCash APP $PocketWatcherJTFollow ig @JTPocketWatcher*ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC*
Financial Advisor Jayson Thornton, CFP® — REACTS! Money Q&A Jayson M. Thornton, CFP® is an award winning Financial Advisor, specializing in Tax & Wealth Planning. He is a CERTIFIED FINANCIAL PLANNER ™ professional and Enrolled Agent (EA). Jayson earned his Bachelor's Degree from Missouri Valley College (Cum Laude, Honors Graduate) and his Certificate in Financial Planning from Howard University School of Business.*Disclaimer*Financial Coaching during Livestreams is NOT personal investment advice, No CFP-Client relationship is established by submitting a question by email or text in live chat.https://www.pocketwatcher.netPocketWatcherJT@gmail.comCash APP $PocketWatcherJTFollow ig @JTPocketWatcher*ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC*
Financial Advisor Jayson Thornton, CFP® — REACTS! Money Q&A Jayson M. Thornton, CFP® is an award winning Financial Advisor, specializing in Tax & Wealth Planning. He is a CERTIFIED FINANCIAL PLANNER ™ professional and Enrolled Agent (EA). Jayson earned his Bachelor's Degree from Missouri Valley College (Cum Laude, Honors Graduate) and his Certificate in Financial Planning from Howard University School of Business.*Disclaimer*Financial Coaching during Livestreams is NOT personal investment advice, No CFP-Client relationship is established by submitting a question by email or text in live chat.https://www.pocketwatcher.netPocketWatcherJT@gmail.comCash APP $PocketWatcherJTFollow ig @JTPocketWatcher*ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC*
Let's face it, we're not getting any younger ... So how should we be saving and what makes a good plan? CDs, 401K vs. Roth, and college funds for our kids? We asked Sarah Sealey, a Navy Federal Credit Union, Manager and Certified Financial Planner, who shared what veterans should consider for a healthy financial future. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
In this episode of Boldin Your Money, host Steve Chen sits down with Katy Song, a Certified Financial Planner based in Mill Valley, to explore how modern families can achieve financial confidence and “work optionality.” Katy shares her journey from investment banking to flat-fee financial planning, driven by a desire to help young families make smarter money decisions without needing large investable assets. The discussion spans real-life financial challenges in Bay Area cost of living, homeownership versus renting, intergenerational planning, and the psychology of money. Katy emphasizes holistic advice over asset management, revealing trends like women becoming the primary earners, the growing “sandwich generation,” and the emotional side of money stress. Her core message: true financial success comes from clarity, balance, and aligning money with personal values.
When it comes to CPP timing, the math often says "wait until 70" - but life isn't lived in a spreadsheet. In this episode, Joe Curry explores why taking your Canada Pension Plan early—sometimes even at 60—can be a smart, meaningful choice for your lifestyle, legacy, and peace of mind. Key Takeaways from this Podcast CPP timing isn't just about math — it's about meaning. The "optimal" financial choice may not be the one that helps you live your best retirement. Taking CPP early can increase flexibility. Early benefits can fund experiences, family gifts, or charitable giving when you're healthiest and most active. Zero-earning years can reduce your benefit. If you retire before 65 but delay CPP, those years may count against you in the CPP calculation. Not everyone needs longevity insurance. If you have pensions, rental income, or sufficient savings, delaying CPP might not be worth the trade-off. Behavioral comfort matters. If you're hesitant to draw from investments, that monthly CPP cheque might help you enjoy your retirement more freely. Resources Mentioned in this Podcast Episode 157: How to Delay CPP to Age 70 Without Sacrificing Retirement Income Episode 106: Understanding Your Retirement Income Personality for Success, with Wade Pfau Matthews & Associates Retirement Planning Process Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/invitation-link/88QG1TMQ12 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/ About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he is committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/ About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified 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.
Scrivnr's founder, Byron Batres, is a Certified Financial Planner™ with over 23 years of experience in estate and trust settlement. Byron has a deep and a personal understanding of what an Executor/Administrator goes through and how to provide legal, financial and technology solutions to solve probate problems.Visit his website here: https://www.scrivnr.com/about
Proper tax planning can be an important part of determining the real value of your IRA accounts. 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 traditional and Roth IRAs and how each may fit into your overall retirement plan. Listening Time: 19 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.
If you're 55+ and still stuck in “one more year” mode, this episode is your wake-up call. I break down why endless accumulation can quietly rob you of your healthiest, most active retirement years—and how a clear, personalized plan can flip the script.Inside, you'll learn:The “accumulation trap” that keeps moving the goalpostHow the Go-Go/Slow-Go/No-Go years really work (and why timing matters)A real client story (“Mike & Susan”) who chose memories over marginal returnsThe financial reality check: why many retirees need less than they thinkThe Red Zone Retirement Planning framework to cover needs with reliable income and fund wants with flexible income—so you never work a day longer than you have to
Tim Pope, CFP® and founder of 360 Aviation Advisors, joins Dylan and Max to talk about how pilots can make smarter financial moves—on and off the line. From variable pay to early retirement and crashpad cash flow, Tim breaks down what makes pilot finances uniquely tricky and how to stay ahead of turbulence. The crew also dives into taxes, scheduling volatility, and the "golden handcuff" problem in today's airline contracts. Tune in for real-world money talk that every professional pilot should hear before their next recurrent. Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Show Notes 0:00 Intro 3:45 360 Aviation Advisors 6:04 End-Of-Year To-Do 14:46 Income, 529s, Roth IRAs 21:48 Super Saver vs Super Spender 49:18 Pilot's Portfolio Our Sponsors Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.
Financial Planning Inspired by Divorce Dr. Nick opens up about his family's financial struggles after his parents' divorce, and how those early hardships shaped his mission to become a financial planner. Watching his mother juggle multiple jobs gave him the drive to help others avoid similar pain. Having walked through divorce myself, I connected deeply with his story and the importance of financial clarity during life's toughest moments. The Power of Compounding and Clear Goals We also talk about redefining financial priorities and how even small, consistent steps add up through the magic of compound interest. Dr. Nick recalls being introduced to the concept at 16 by a golf course owner named Rex—an experience that ultimately launched his career in finance. Lessons from the Golf Course Our conversation turned to the lessons you can pick up from unexpected places—like working at a golf course. For me, it was a front-row seat to observe how wealthier individuals handled themselves, and a reminder that humility in tasks like picking up garbage can lead to life-changing opportunities. Mindset and the Success Journey Mindset is everything. Dr. Nick and I discussed how money matters, but intentional living and meaningful relationships are what create lasting fulfillment. We explored the balance between career satisfaction, financial stability, and well-being—emphasizing that true success isn't measured solely in dollars. Aligning Happiness with Financial Goals One of the biggest takeaways from our conversation is that happiness looks different for everyone. Aligning your financial plan with your unique values and goals is essential. Dr. Nick warned about the trap of social media comparisons, reminding us that joy doesn't come from external approval but from understanding what really matters to you. Rethinking Retirement We also unpacked modern retirement. It's no longer about quitting work altogether—it's about creating space for consulting, passion projects, or part-time work. Both Dr. Nick and I agree that knowing yourself and planning ahead can help avoid impulsive decisions and ensure a fulfilling later chapter in life. Understanding Financial Values Through Reflection Dr. Nick's book is designed to help readers identify their strengths, weaknesses, and money stressors through reflection. By connecting financial strategies to core values, readers can create a more intentional and fulfilling financial plan. He even offers a free downloadable chapter on compounding at richbychoicebook.com. I strongly encourage you to grab it, dive into the exercises, and start clarifying your own path to financial freedom. Dr. Nicholas Michels knows what it's like to start with nothing. Growing up in a trailer park, he charted an extraordinary journey — becoming a professional athlete, bestselling author, and one of the most trusted voices in wealth and life planning. As Founder of Michels Family Financial and creator of the Rich by Choice movement, Nicholas has spent more than 20 years guiding thousands toward lasting stability, confidence, and peace of mind. His approach goes far beyond spreadsheets — blending behavioral psychology, faith-based principles, and practical financial strategies to help families design lives rooted in purpose and values. Before launching his firm, Nicholas played professional basketball overseas and earned elite credentials including CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PRIVATE WEALTH ADVISOR®. Today, his Amazon bestselling book Rich by Choice has inspired readers worldwide, and his voice has been featured in major media as a passionate advocate for financial literacy, mindset growth, and values-driven success. Signature Speaking Topics: Financial Happiness: Why peace matters more than portfolio size The $8 Million Lesson: Walking away from the deal that didn't align with the mission Marriage & Money: Turning conflict into deeper connection If you're looking for a conversation that inspires action, challenges old money stories, and leaves people empowered to build wealth and a meaningful life — Nicholas delivers every time. Free Resource: https://RichByChoiceBook.com Book: Rich By Choice Website: https://michelsfamilyfinancial.com
Brian Thompson takes a deep dive into one of the most important tenets for mission-driven business owners: clarity. Clarity may sound simple, but it's not easy. If done well, clarity can be the foundation for building a business that truly supports your mission and your life. Once you find clarity, everything else becomes easier, and this episode gives you tips on how to do just that. Episode Highlights Clarity enables mission-driven entrepreneurs to build their business around their life. Building a business — particularly a mission-driven one — is filled with ambiguity. There's no single blueprint or one-size-fits-all formula. Without clarity, decisions feel overwhelming. But with clarity, decisions become faster and more intentional. You build a business that fits your life, instead of trying to fit your life around your business. The Discovery process cultivates clarity. In Brian's financial planning business, the first phase is the Discovery process, which includes three key meetings: the Get Organized meeting, the Vision meeting, and the Knowledge meeting. Rather than creating a rigid five-year plan, entrepreneurs design a framework that allows for flexibility, growth, and evolution. Clarity isn't a luxury. It's a necessity. Without clarity, you're stuck in reactive mode, chasing whatever opportunity lands in your inbox and making decisions based on fear. Intentional planning brings clarity, and clarity empowers action. If you're feeling pulled in too many directions, ask yourself: Do I know what I want? Do I have a plan that aligns with my values? Am I building a business that supports your life, or one that consumes it. Resources + Links Identifying Your Values exercise Kinder Three Questions For Business Owners Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.
In this episode of 'Widow Wisdom and Wealth™,' host Donna Jean Kendrick welcomes career coach Shelly Malley, recently recognized as one of the top coaches in Philadelphia by Influence Digest in 2023. Shelly shares her extensive experience in HR and career coaching, offering insights into job search strategies, personal branding, and navigating career transitions, particularly for those dealing with loss and balancing family life. Shelly discusses her personal journey, including career pivots, the challenges of motherhood, and the impact of losing her mother at a young age. She also provides practical advice for those considering a career change and highlights the importance of knowing oneself and marketing transferable skills. 00:00 Introduction to Widow Wisdom and Wealth 01:43 Meet Shelly Malley: Career Coach Extraordinaire 02:52 Shelly's Career Journey: From HR to Career Coaching 07:52 Balancing Career and Family: Shelly's Personal Story 10:02 Shelly's Childhood and Family Dynamics 19:39 Career Transitions and Coaching Insights 24:39 Top Tips for Career Change 25:45 Connecting with Shelly Malley Thanks to our guest Shelley Maley Connect with Shelley linkedin.com/in/shelleymaleycareercoach https://www.dreamcatchercareercoaching.com https://www.facebook.com/dreamcatchercareercoachingllc https://www.instagram.com/dreamcatchercareer _______________________________ CONNECT WITH DONNA
What if the secret to building wealth wasn't working harder—but paying smarter?In this episode of The Proven Entrepreneur Show, host Don Williams sits down with Mike Milligan, Certified Financial Planner and founder of 1 Oak Financial, to unpack the tax strategies and mindset shifts that helped him build a multi-million dollar business—while legally paying just 2% in total tax.Mike shares his journey from counting cash in coffee cans for his grandmother's cornbread sandwich hustle to becoming a bestselling author of The One-of-a-Kind Financial Plan. You'll hear how desperation sparked innovation, and how real-life lessons shaped his mission to help entrepreneurs build wealth and reclaim time.Topics Discussed:The #1 financial mistake entrepreneurs make (and how to fix it)Tax-saving strategies like the Augusta Rule and Section 179 depreciationWhy Mike moved to Puerto Rico for tax optimizationA real-life case study: how a realtor went from $40K to $1M net worthThe importance of working with entrepreneurs—not employeesListener Benefits:Learn how to legally reduce your tax burdenDiscover practical wealth-building strategiesGet inspired by real transformation storiesUnderstand how to reclaim time by outsourcingHear why working with entrepreneurial advisors mattersWhether you're a founder, real estate agent, B2B leader, or aspiring entrepreneur, this episode delivers actionable strategies and real-world wisdom to help you thrive financially.
In this episode, we tackle a question many pilots ask themselves: what should I be working on right now? Whether it's debt repayment, buying a home, saving for retirement, or funding your kids' college, it can be hard to figure out which goal takes priority. Our host, Timothy P. Pope, CFP introduces the "WIN" framework: What's Important Now, and walks through how to use your financial plan to identify the highest-impact move based on your stage of life, income level, and risk profile.What You'll Learn from This EpisodeWIN Framework: How "What's Important Now" can help pilots reduce overwhelm and focus on the right goal at the right time.Debt vs. Retirement Contributions: When high-interest debt should take priority over 401(k) deferrals, and when to grab the match.Buy or Rent?: Financial and lifestyle factors to consider when deciding whether to buy a home at a new base or hold off.Avoiding the House Poor Trap: How overextending on a mortgage can block other savings goals and limit financial flexibility.College vs. Retirement: Why kids can take out loans but you can't borrow for retirement - and when it's okay to help with tuition.Time Horizon Planning: How your age, NEC contributions, and market exposure should influence your decision-making.Cash Balance Plans: A quick overview of what's changing at American Airlines and how it compares to other carriers.Real Talk on Tradeoffs: How to stack and sequence goals using your plan—and when the numbers make the decision clear for you.Resources:Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.
Money plays a huge role in our careers, goals, and sense of security but for many of us, talking about money can feel intimidating. In this episode of I chat with Lori Atwood, Certified Financial Planner and founder of Fearless Finance, to discuss how to take control of your finances with confidence and clarity.Lori shares her journey from investment banking and private equity to creating Fearless Finance, a company that provides accessible, judgment-free financial planning for everyday people. Lori explores what it means to be fearless about money from breaking avoidance habits to building financial confidence and creating a plan that supports your career goals.Listeners will learn:
In this episode of Dollars & Sense with Joel Garris, listeners are treated to an insider's perspective from a prestigious investment conference attended by just 100 select guests and hosted by one of the world's largest asset managers. Joel kicks off with a deep dive into the hottest topic in finance—Artificial Intelligence (AI). He explores AI's growing influence on investments, the labor market, and society, highlighting both its potential and the cautionary flags, such as possible overcapacity and the challenges it poses for younger generations. Joel then shifts focus to three major investment themes: the importance of national security in shaping investment decisions, the surge of private equity and private credit for everyday investors, and the need for careful portfolio allocation to avoid hidden overconcentration in growth stocks. Next, Joel breaks down everything you need to know about Required Minimum Distributions (RMDs)—from recent changes in age requirements to smart strategies for minimizing tax impact, including withholding and charitable giving. Whether you're nearing retirement or already enjoying it, this segment offers actionable advice to keep your finances on track. The episode also features a practical guide to Ladybird Deeds—an estate planning tool that helps homeowners transfer property to loved ones without the hassle of probate. Joel explains how Ladybird Deeds work, their advantages over traditional probate, and step-by-step instructions to implement this powerful tool. Rounding out the show, Joel reviews the latest market headlines, including a strong start to earnings season and how AI-driven efficiencies are helping corporate America outperform expectations. If you want to learn how AI is reshaping investments, the keys to managing your retirement withdrawals, and estate planning strategies that save time and money, this episode is packed with insights you won't want to miss.
Join Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP® who discuss recent changes to the United States tax code under a piece of legislation they informally call the "one big beautiful bill." The conversation focuses heavily on year-end tax planning and the permanent establishment of existing tax brackets and the standard deduction, which was scheduled to sunset. They address major temporary changes, such as the increase of the State and Local Tax (SALT) deduction cap to $40,000 and the introduction of a temporary senior bonus deduction for those over 65, and they urge listeners to consult their tax professionals due to the complexity and retroactive nature of the changes. The hosts also touch on other provisions, including expansions to 529 plans and changes to the federal gift and estate tax exemption, while fielding a call from a listener who shares his successful tax planning strategy. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He's semi-retired, and works with legacy clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/
On this special Listener Question episode of Wise Money, we're answering your financial questions. From the new catch-up contribution rules and "super" catch-ups at age 60, to whether it ever makes sense to invest your 401(k) in individual stocks like Tesla or Palantir. We're unpacking most of the most confusing tax and retirement changes heading into 2026. Season 11, Episode 10 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/ThP0TxTxoiA 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 this episode of MB2 Underground, we welcome Matt Paladini, Certified Financial Planner and longtime advisor to MB2 partners, to talk about the importance of financial planning, entrepreneurship, and risk-taking, both in business and in life. Matt founded his own financial advisory firm amid the 2008 recession and shares his journey of navigating uncertainty with confidence. He opens up about building his career from Ernst & Young to founding Paladini Financial Management, later joining Cerity Partners to bring advanced investment and estate-planning solutions to dental professionals nationwide. Along the way, he discusses lessons in leadership, partnership, and the value of starting early (even if it's scary). ------------------------------------------------------------------------ Subscribe & Listen: Spotify: https://open.spotify.com/show/69Dz26hgC9D6YqwN8JMDBV Apple Podcast: https://podcasts.apple.com/us/podcast/mb2-underground/id1747349567 ---------------------------------------------------------------------- Follow MB2 Dental on Social: MB2 Dental: mb2dental.com Instagram: instagram.com/mb2dental Facebook: facebook.com/mb2dental YouTube: youtube.com/@mb2dental LinkedIn: linkedin.com/mb2-dental
You can be the creator of change in your life. The most impactful decision you can make is to follow your heart. When you follow your heart, you are opening up and creating space for change.Discover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-newsletterGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.
What if you could actually feel good about money? Not just make more of it - but feel less stress, more clarity, and a sense of freedom around your finances? That's exactly what we're talking about this week with our guest, John Kennedy. He's a Certified Financial Planner, yes… but his superpower is helping people unpack the emotional side of money, build simple systems that work, and finally take control of their financial life - without shame or overwhelm. John is a partner and senior wealth advisor, and the co-host of the Above Board Podcast, which ranks in the top 2% of business shows globally. He's also a husband, dad, 5K runner (with his dog, Chipper!), and a dedicated Braves fan who believes financial health starts with mindset. In this candid convo, we talk about real-world money hangups - even for successful people - and how to shift from scarcity to freedom. Whether you're building a business, launching a new season of life, or just tired of feeling stressed about your finances, this episode offers fresh perspective, relatable insights, and practical tools to help you rewrite your money story. READ THE FULL SHOW NOTES: https://mitchmatthews.com/436/
Main PointsMoney isn't just math, it's a relationship. In this conversation with Certified Financial Planner and poet Uchechi Kalu, we unpack the real stories behind your bank account:Why your money mindset starts with culture & family, not spreadsheets.Uchechi's 3-part framework: Technical · Psychological · Cultural; and how to use it like a wheel.The “Cost of Being You” exercise that reveals what enough truly means.How women of color can plan preventatively in an unstable economy.What happens when love meets money — and how to have that talk (without fighting).Resources Mentioned:Book: I Will Teach You To Be Rich by Ramit SethiMoney personality test: Money Coaching InstituteUchechi Kalu's website: greenlightfp.comLinkedInInstagram: @dearuchechi Where We Can Connect:Schedule a Business & Career Review call with me to see if it's a good fit to work together: elainelou.com/callCheck out our 320+ client reviews on Google and our websiteFollow the Podcast on AppleFollow the Podcast on SpotifyFollow Elaine on Instagram: @elainelou_Connect with Elaine on LinkedIn: Elaine Lou CartasCheck out our other podcasts for Women of Color
Wondering if your retirement portfolio is really performing well? In this episode of Your Retirement Planning Simplified, Joe Curry explains why comparing your portfolio to indexes like the TSX or S&P 500 can be misleading. Learn how to evaluate investment performance based on your personal goals, asset mix, and income needs — not on market headlines. Key Takeaways from this Episode Stop Comparing to the TSX. Your retirement portfolio is designed for stability and income, not for competing with stock indexes built for accumulation. Diversification Is the Real Benchmark. A well-structured retirement portfolio should include Canadian, U.S., international, and fixed-income holdings — each with its own purpose. Asset Allocation Should Reflect You. Your mix of stocks and bonds should align with your risk tolerance, income needs, and guaranteed income sources like CPP, OAS, or pensions. Evidence Beats Guesswork. Research like the SPIVA scorecard consistently shows that active managers rarely beat the market after fees — supporting an evidence-based approach. Stay Focused on Purpose, Not Performance Chasing. Evaluate your portfolio by asking whether it's helping you meet your income goals and maintain peace of mind, not whether it's "winning" against the market. Resources Mentioned in this Episode SPIVA® Canada Scorecard (S&P Global) Previous Episode of YRPS: The Bond Tent Strategy Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/invitation-link/88QG1TMQ12 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-process/ ABOUT JOE CURRY Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he is committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ https://matthewsandassociates.ca/ https://www.facebook.com/RetirementPlanningSimplified/ ABOUT RETIREMENT PLANNING SIMPLIFIED Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified 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.
We kick off with Southwest red-eye shenanigans, hot/high GA drama departing PRC in a 150, and Max's backcountry “mesa strip” adventure (with hard data from the STOL-mate). The Mailbag is full: 2,500-hour 135 pilots debating regionals, cockpit sun-shade gear, commuting to MEM in your own A36, first flights post-PPL, time-building without a CFI, and making that first 91/135 SIC→PIC jump. Flight Advice tackles the big one: take a regional CJO now or accept a 135 upgrade for immediate PIC while a baby's on the way — we weigh time-to-legacy, family timing, and logbook strategy. Show Notes 0:00 Intro & Storytime 22:03 MU2 & Neck Pillows 26:51 Layover Guide Overhaul 30:04 Reviews 37:50 Mailbag 59:49 Flight Advice Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.
JOIN THE NICHE COMMUNITY → Mark your calendar for Rep Rundown - Happening Oct. 29th & 30th! Think your business isn't “sellable”? Think again! Shay Bacani, founder of Centura Financial, joins Robin and Jennifer to discuss what it really means to build a business that can operate (and even sell) without you. She shares how to stop playing small, why profit is the number that actually matters, and how to turn your lifestyle business into a true asset. From knowing your numbers to hiring top-down and documenting everything, Shay makes the intimidating side of money and valuations feel surprisingly doable. Hit play to get your financial wake-up call and start treating your business like the valuable asset it is! About Shay Bacani: Shay is the founder of Centure Financial and a Certified Financial Planner who helps entrepreneurs turn lifestyle businesses into true assets. She believes every business owner should understand their numbers and how those numbers drive scalability, sustainability, and long-term valuation. With a passion for education, Shay translates complex financial concepts into actionable strategies that empower her clients to build wealth and make confident decisions. Her approachable yet strategic style has made her a trusted guide for business leaders who want to align day-to-day operations with long-term growth. centurefinancial.com/meet-founder Today we will cover: (03:20) Meet Shay (05:50) What it means for a business to be “sellable” (11:45) The financial foundations that make or break your valuation (24:30) Why business is moving back to community and transparency (32:00) Hiring top-down; why a fractional C-suite can change everything (36:25) What metrics to track as you scale to multi-six figures and beyond (46:45) Understanding valuations and how investors really price your company (50:40) The inner work of building a business that lasts VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Moxie & Fourth - Register Now for Route To Results Cozy Earth - Use code COZYTIQUE for 20% off
What if money wasn't actually a math problem but a feelings problem in disguise? Erin and Keri sit down with Carl Richards - the “Sketch Guy” from The New York Times - for a refreshingly human conversation about the chaos of financial decision-making, why our spouses drive us nuts about money, and how to finally find the “one thing that really matters.” Carl Richards is a Certified Financial Planner™ and creator of The Sketch Guy column in The New York Times, where he spent a decade turning complex money ideas into simple Sharpie sketches. After accidentally applying for a job in “securities” (he thought it said “security guard”), Carl built a career helping people think differently about money. He's the author of the bestselling books The Behavior Gap and The One-Page Financial Plan, host of Behavior Gap Radio, and founder of The Society of Advice. When he's not writing or speaking, Carl's usually skiing or biking Utah's mountain trails with his wife, Cori, and their four kids. Join our online community: www.getthehelloutofdebt.com Leave us a voicemail message here: www.speakpipe.com/erinskyekelly Get your copy of Carl's new book, “Your Money: Reimagining Wealthy in 101 Simple Sketches” here: https://amzn.to/4oamNaL It's available TODAY. You can find Carl online here: Instagram Purchase Get The Hell Out Of Debt and Naked Money Meetings online or from your favorite bookstore. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a Text Message and suggest a topic or guest!Money stress usually feels like a numbers problem, but what we're really missing is a shared picture of the future. We dig into the tug-of-war between kid expenses now and retirement later, and we show how a simple, faith‑grounded vision transforms everyday choices.With Josh, a Certified Financial Planner (with many other certifications!), and our own marriage as the test lab, we get practical about defining your ideal day when you retire, naming the deeper why behind “big” desires like a vacation home or a classic car, and reframing them as tools for family unity, service, and dignity rather than just indulgence.Josh and I discuss:• casting a shared retirement vision rooted in values• replacing guilt with a deeper why for desires• small, consistent steps over perfect plans• monthly or quarterly money check‑ins together• common mistakes when trying to implement• teamwork, repair, and forgiveness as financial skillsI want you to share this episode with your spouse! This is a way for you to get the conversation started. If you aren't subscribed already, be sure to add the Families of Character Podcast to your subscriptions. Make twice the impact on marriage and families this October with a donation to Families of Character. Your donation goes directly to helping subsidize tuition for couples who can't afford 100% of our already discounted couples coaching, the Thriving Family Accelerator.
Mike Milligan is a Certified Financial Planner, Adjunct Professor, host of “One of a Kind” Financial Show, author, husband and father. Check out Mike's “The One of a Kind Financial Plan”, the coaching program for financial pros and the course “Personal Financial Planning”. Discount code to get $50 off for the PFP course with the code “ODU 50”. www.mikemilligan.com 0.00: A little about Mike's background 5.00: Biggest mistakes people make (lack of tax planning) 13.00: Why you should buy your home now 17.00: Budgeting for the future (pay yourself first) 25.00: Being an adaptable in the AI world 32.00: Investing in companies you believe 37.00: Building financial discipline 44.00: Bitcoin is investing in freedom 52.00: Being in the “profit with purpose” business (not just profit) 58.00: Capital is still flowing into the US with the depreciating dollar 1.01.00: Advice for new fathers Until next time, love and good vibes. Podcast Website: https://enterthelionheart.com/ Check out the latest episode here: Apple Podcast: https://podcasts.apple.com/us/podcast/enter-the-lionheart/id1554904704 Spotify: https://open.spotify.com/show/4tD7VvMUvnOgChoNYShbcI
Today's guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He's also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches. In today's episode, Carl discusses the emotional aspects of money and how our perceptions of wealth can be influenced by societal norms and personal experiences. He introduces concepts like the emotional balance sheet and the overnight test for investment decisions, emphasizing the need to align financial choices with personal goals rather than external pressures. The discussion also touches on the impact of news and social media on financial behavior. (0:00) Starts (1:15) Introduction of Carl Richards (5:32) Emotional aspects of money (12:19) The overnight test (20:26) Focusing on what you can control (24:36) Fundamental investing principles (28:11) Social comparisons and social media effects (32:28) The concept of perceived wealth (37:16) Lifestyle inflation and hedonic adaptation (44:39) Diversification and performance chasing performance (48:22) The impact of news on investments and when to sell (52:13) Scarcity vs abundance mindset (54:51) Celebrating milestones, Carl's future plans, and reader responses ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
Colin and Mara'D—both airline FOs and cast members from The Rehearsal—join Max and Dylan to dissect the tricky dynamics of speaking up in the right seat. Why is it so hard, and what makes it easier? The crew digs into SOP gaps, CRM training, real-world examples like Asiana 214, and the subtle art of being a chameleon in the cockpit. Plus: bizav vs. 121 culture, and how personality plays a bigger role than you think. Connect with Colin on Instagram Connect with Mara'D on Instagram Check out Season 2 of The Rehearsal to watch Mara'D (episode 2) and Colin (episode 4) Show Notes 0:00 Intro 2:15 Speaking Up 13:00 Getting Involved in the Show 17:41 Wings of Voice & Training 30:56 Considering Personality 41:19 Flying with the Same People 47:05 Final Thoughts & Reflections Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.
© 2020-2025 Ivy Podcast Discovery LLC
