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In this episode, Ronn and Mike answer two questions sent in by listeners: 1) After the resurrection, NT writers rarely refer to Jesus simply by the name "Jesus" without attaching a title such as "Lord," "Christ," or "Jesus Christ." Is referring to Jesus without a title unintentionally minimizing early Christian confession about its messiah? 2) The story of 1 Kings 22, in which a spirit is sent by Yahweh to lie to Ahab's prophets, seems to imply that created gods have the ability to manipulate or obstruct human freedom. Is this story teaching this, and are there any other OT passages which teach this? THIS EPISODE IS SPONSORED BY Kompass Financial Advisors is a Christian independent Certified Financial Planner® firm, offering personalized financial planning and insurance solutions to help individuals and businesses achieve long-term security. Learn more at: https://www.kompassfinancial.com
If you're approaching retirement and feeling nervous about the stock market, you're not alone. In this episode of the Wise Money Show, we tackle a real question from a soon-to-be retiree who wants growth but is afraid of losing money. The team explains why your investment strategy should start with a retirement plan, not a stock pick, and how your income sources, risk tolerance, and long-term goals all work together. Learn how to determine the right level of risk for your situation and avoid letting fear or FOMO drive your investment decisions. Season 11, Episode 29 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://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/1lTSSMG8_CQ 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.
Geopolitical tensions flared over the weekend as military strikes involving the U.S., Israel, and Iran sent shockwaves through global headlines. But how did markets actually respond? We break down the reaction across energy prices, defense stocks, travel shares, and inflation expectations — and what investors should watch in the weeks ahead.Moments like these often raise the same question: what does this mean for my portfolio? Looking at historical data from past geopolitical crises, we discuss how the S&P 500 has typically behaved during periods of uncertainty, why short-term volatility can look very different from long-term outcomes, and how investors can stay grounded by focusing on discipline rather than prediction.Then we turn to the growing conversation around artificial intelligence and jobs. After Block announced significant layoffs with CEO Jack Dorsey pointing to AI as a key driver, we explore whether AI is truly replacing that much human capital — or if other business realities like a weak crypto market, past hiring trends, and stock performance may also be influencing the decision.Finally, Managing Associate Melanie Wells joins the show to discuss what earning the Certified Divorce Financial Analyst® designation adds to financial planning during divorce. Using a real-world style case study, we examine how retirement accounts, pensions, stock options, real estate, and even debt are evaluated — and why in divorce planning, “fair” doesn't always mean “equal.”Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — March 7, 2026 | Season 40, Episode 10Timestamps and Chapters8:14 War Headlines and Wall Street19:08: Discipline Over Drama24:20: Separating Signal from Story 33:59: The Hidden Financial Decisions in DivorceFollow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 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.See important disclosures at Henssler.com
Behavior Gap Radio: Exploring human behavior...with a Sharpie
In this episode, Carl reflects on the stories we instantly tell about money—especially when it comes to visible signs of consumption, like homes and cars. A passing glance at someone's lifestyle can trigger assumptions about success, character, or values, even though we rarely know the real story behind the purchase. Carl turns the lens on himself, noticing how quickly narrative creeps in, and asks a deeper question: What stories does our own spending tell, and how often are we projecting incomplete stories onto others? It's a thoughtful exploration of money, identity, and the invisible narratives we carry around every day.Want more from Carl? Get the shortest, most impactful weekly email on the web! Sign up for the Weekly Letter from Certified Financial Planner™ and New York Times columnist Carl Richards here: https://behaviorgap.com/
Behavior Gap Radio: Exploring human behavior...with a Sharpie
In this episode, Carl explores one of the hardest kinds of decisions: choosing between two genuinely good options. When every meaningful "yes" contains a painful "no," the tension isn't about right versus wrong—it's about trade-offs. Sharing a simple but piercing question from Christy Raines—“Who do I want to disappoint?”—Carl unpacks how every decision has a shadow, whether it's a client, a family member, or your future self. The choice may not become easier, but it often becomes clearer. Because the real work isn't avoiding tradeoffs—it's deciding, intentionally, which ones you're willing to carry.Want more from Carl? Get the shortest, most impactful weekly email on the web! Sign up for the Weekly Letter from Certified Financial Planner™ and New York Times columnist Carl Richards here: https://behaviorgap.com/
The Steve Gruber Show | National Security, Economic Strength, and the Future of America --- 00:00 - Monologue 19:04 – Mary Flynn O'Neill, Executive Director of America's Future, Inc. O'Neill discusses the ongoing fight against human trafficking in the aftermath of the Epstein scandal. She explains why the issue remains a major concern and what steps advocates are taking to protect victims and hold traffickers accountable. 28:00 – Nick Hopwood, Certified Financial Planner and Founder of Peak Wealth Management. In this week's No Lazy Money segment, Hopwood breaks down market reactions to events in Iran, the Dow's streak of gains, and the potential impact of new “Trump accounts” that could invest $5,000 per year for 18 years. He also continues a conversation about capital gains strategies, comparing mutual funds and ETFs for investors. 38:09 - Monologue 47:02 – Rep. Erin Houchin, representing Indiana's 9th Congressional District. Houchin discusses online safety for kids and the growing role of artificial intelligence. She also outlines her proposed “Dalilah Law,” aimed at preventing illegal immigrants from obtaining commercial driver's licenses. 56:50 – Tim Beard, former CIA operations officer and U.S. Marine Corps captain. Beard shares insights from his “Everyday Safety Playbook for an Uncertain World.” He discusses practical steps individuals and families can take to stay prepared in a rapidly changing security environment. 1:05:35 – Larry Behrens, energy expert and Communications Director for Power The Future. Behrens talks about his new book Power Restored: President Trump's First Year and the Revival of American Energy Leadership. He explains how policy changes could help restore American energy dominance. 1:15:27 - Monologue 1:34:17 – Rep. Jimmy Patronis, representing Florida's 1st Congressional District. Patronis argues that Big Tech accountability is urgently needed. He discusses concerns about tech company influence and the need for stronger oversight. 1:43:00 – Rep. Mike Hoadley, representing Michigan's 99th District. Hoadley discusses his effort to eliminate permit requirements for concealed pistols. He explains why he believes the change would strengthen Second Amendment protections in Michigan. --- Check out our brand new podcast, 'Forgotten America'... The third episode is live NOW at Steve Gruber on YouTube! Link below: https://youtu.be/vZiEUjtQ-m4
In this episode, Maddy Roche sits down with Chris Dale, CFP®, CeFT®, founder of Life After Grief Financial Planning, to share the real-life story of helping a client navigate aging, medical emergencies, and end-of-life decisions.From hospice-informed insights to a sudden car accident just weeks after estate documents were signed, Chris walks through what actually happens when someone declines, and why having the right team and paperwork in place makes all the difference.This conversation is honest, practical, and grounded in lived experience. If you've ever wondered what planning for emergencies and end-of-life truly looks like without traditional next of kin, this episode will give you clarity.In This Episode, You'll Learn:Why Childfree individuals need both estate planning documents and a coordinated financial services team before a medical emergency occursHow powers of attorney and professional fiduciaries protect your healthcare decisions, financial accounts, and long-term care optionsWhat can go wrong when there is no clear next of kin, and how the state may become involved in decision-makingHow a financial advisor acting as a fiduciary helps manage insurance claims, hospital bills, and long-term care costs during crisisWhy building your aging plan early preserves autonomy, protects assets, and ensures your end-of-life wishes are honored.Episode Host:Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.Episode Guest:Chris Dale, CFP®, CeFT® is a financial advisor with 21 years of experience and the founder of Life After Grief Financial Planning™. As a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitionist®, he specializes in guiding clients through the financial and emotional complexities of loss. His approach integrates technical planning with psychological insight rooted in his significant personal experience and 200+ hours of hospice volunteering.A five-time "Top Financial Advisor" in Orlando (2019–2023), Christopher is a prominent speaker, author, and host of the podcast Real Talk With Life After Grief Chris. Beyond his clinical expertise, he is a dedicated advocate for addressing how racism and discrimination intersect with grief. Through Life After Grief Consulting™, he provides CE-approved training, earning the reputation of the "Advisor's Advisor."He lives in Orlando with his wife and two sons.Learn more about Chris: Lifeaftergrieffp.com About Childfree InsightsChildfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.Connect with Us: Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com. Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media: Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Retirement planning after divorce can feel overwhelming, especially when you are suddenly responsible for your financial future on your own. In this episode of The D Shift, Strategic Divorce Consultant Mardi Winder speaks with certified financial planner Eric Blake about how women can make confident, informed retirement decisions after divorce, widowhood, or remaining single.They break down one of the most confusing topics for many women. Social Security. You will learn how ex-spousal and survivor benefits work, why the 10-year marriage rule matters, how remarriage affects eligibility, and how the timing of your claim can significantly impact your long-term income.The conversation also explores:• How to create a retirement strategy after a gray divorce• Why becoming overly conservative with investments can be risky• The impact of inflation on long-term retirement planning• How to manage cash flow, debt, and tax strategy post-divorce• Why women must be active decision makers in their financial futureThis episode is designed for women who want to move from financial uncertainty to clarity and take a strategic approach to retirement after divorce.About the Guest:Eric Blake is a CERTIFIED FINANCIAL PLANNER® professional and the founder of Blake Wealth Management, specializing in helping women 55+ navigate retirement with clarity and confidence. With more than 25 years of experience, Eric provides strategies to optimize investments, create reliable income, and minimize taxes. Inspired by his mother and grandmother's financial journeys, Eric has a personal passion for empowering women to take control of their financial future.For Eric's gift: www.womenssocialsecurityguide.comTo connect with Eric: Blake Wealth Management: www.blakewealthmanagement.com The Simply Retirement Podcast: www.thesimplyretirementpodcast.com LinkedIn: linkedin.com/in/ericblakecfp Facebook: www.facebook.com/EricBlakeCFP YouTube: www.youtube.com/@TheSimplyRetirementPodcastAbout the HostMardi Winder is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, Certified Divorce Specialist (CDS®) and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles, navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC, and host of Real Divorce Talks, a quarterly series designed to provide education and inspiration to women at all stages of divorce. Are you interested in learning more about your divorce priorities? Take the quiz "The Divorce Stress Test".Connect with Mardi on Social Media:Facebook - https://www.facebook.com/Divorcecoach4womenLinkedIn: https://www.linkedin.com/in/mardiwinderadams/Instagram: https://www.instagram.com/divorcecoach4women/YouTube: https://www.youtube.com/@divorcecoach4womenThanks for Listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have feedback or questions about this episode? Leave a comment in the section below!Subscribe to the PodcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts. You can also subscribe in your favorite podcast app.Leave us an Apple Podcast ReviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.
In this episode of Your Retirement Planning Simplified, Joe Curry outlines seven expensive retirement planning mistakes affluent Canadians make in their 60s. From CPP and OAS timing to RRSP and RRIF withdrawal strategies, tax-efficient investing, and purposeful spending, this conversation will help you protect your retirement income plan and avoid costly missteps. 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.
Dylan and Max are joined by James Onieal (Raven Careers) for Episode 200, covering everything from conferences and networking to cadet programs, cargo hiring, and fractional life. They also dig into the latest conflict in the Middle East and what rising oil prices could mean for airline pilots—from hiring pressure and route economics to the broader ripple effects across the industry. The conversation gets into why pathway programs can be helpful, but also how debt-heavy options can limit your flexibility when the market turns. Add in pipeline patrol as real CRM-building time, a healthy dose of uncertainty, and the usual Episode 200 live-show chaos. Connect with James Onieal Show Notes 0:00 Intro 2:08 Hiring, Furloughs, and CFI 24:15 James Question Extravaganza 1:01:16 Listener Questions 1:10:26 Special Guests 1:17:02 Max Almost Crashed 1:24:31 Final Questions & Thoughts 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.
Money habits start forming long before most families ever talk about them. The result? Teens and adults who only know how to spend or save and miss everything else money can do. That's one reason Mac Gardner, founder of FinLit Tech, created interactive tools to teach families financial literacy. In this episode, we discuss his book The Four Money Bears, why so many parents avoid money conversations, and how early exposure shapes lifelong habits and generational wealth. Plus, find out how advisors can help close the gap, reach more families and bring more diversity into the industry. Topics discussed: Introduction (00:00) The entrepreneurial journey and founding FinLit Tech (01:35) Why financial literacy is so important for kids and families (03:49) How financial education is lacking in schools (05:38) Financial education tips and tools for young children (08:24) The three Rs of learning money and the four money functions (10:42) Building generational wealth through education and habits (12:31) Mac's book, The Four Money Bears (15:54) How gamified learning makes money more tangible (18:38) Working with E-Money to create a CFP board CE course (20:47) Diversity in the financial planning industry (23:00) What brought you JOY today? (27:40) If you're a writer who wants to take control of your finances, read Mitlin Financial's Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Mac Gardner: LinkedIn: https://www.linkedin.com/in/macgardner/ Website: https://www.thefourmoneybears.com// About Our Guest: Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years. His passion for financial literacy led him to publish his first book, "Motivate Your Money!". The book serves as a tool to share his extensive experiences in the field of Personal Financial Planning. His second book, "The Four Money Bears" teaches children about the four basic functions of money. It is a fun and entertaining way for parents to start the conversation about money with their young children. Mac serves as Founder and Chief Education Officer of FinLit Tech. The company's mission is "Building a Bridge Between Financial Literacy and Financial Technology". FinLit Tech develops Financial Education tools to start the personal finance education journey from as early as elementary school. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com
After a career in various end-of-life roles, Greg Barnsdale wrote the book about preparing wisely to die. He is a funeral director, Certified Executor Advisor, Certified Financial Planner & death doula, all rolled into one. His compelling message is gaining popularity, and his following is substantial.Contact Greg Barnsdale:www.DoNotIgnoreYourMortality.comhttps://www.linkedin.com/in/gregbarnsdale/https://www.facebook.com/public/Greg-Barnsdale/https://www.tiktok.com/@authormortality?lang=enhttps://www.youtube.com/@GregBarnsdaleDr. Kimberley LinertSpeaker, Author, Broadcaster, Mentor, Trainer, Behavioral OptometristEvent Planners- I am available to speak at your event. Here is my media kit: https://brucemerrinscelebrityspeakers.com/portfolio/dr-kimberley-linert/To book Dr. Linert on your podcast, television show, conference, corporate training or as an expert guest please email her at incrediblelifepodcast@gmail.com or Contact Bruce Merrin at Bruce Merrin's Celebrity Speakers at merrinpr@gmail.com702.256.9199Host of the Podcast Series: Incredible Life Creator PodcastAvailable on...Apple: https://podcasts.apple.com/us/podcast/incredible-life-creator-with-dr-kimberley-linert/id1472641267Spotify: https://open.spotify.com/show/6DZE3EoHfhgcmSkxY1CvKf?si=ebe71549e7474663 and on 9 other podcast platformsAuthor of Book: "Visualizing Happiness in Every Area of Your Life"Get on Amazon: https://amzn.to/4cmTOMwWebsite: https://linktr.ee/DrKimberleyLinertThe Great Discovery eLearning platform: https://thegreatdiscovery.com/kimberleyl
Money isn't just math and for most entrepreneurs, it never has been. In this episode, Brian Thompson continues the budgeting series with part two: acceptance. Building on the awareness foundation laid in the first episode, Brian explores the emotional side of budgeting and why looking at your numbers without shame or judgment is just as important as looking at them at all. Why Financial Acceptance Is the Missing Piece Once you have your numbers, you're naturally going to have feelings about them. Money is tied to your upbringing, your fears, your identity, and your sense of security. Brian sees it constantly in his client work: people come to meetings with shame, and leave relieved when they don't get one. So many entrepreneurs carry money baggage — internalized messages from family, society, and past financial mistakes. The inner critic says you should have started sooner, charged more, or be further along by now. Acceptance means pausing that voice and recognizing that wherever you're starting from is exactly the right place to begin. Five Money Mindset Shifts to Practice Brian outlines five concrete shifts to help entrepreneurs face their finances with curiosity and compassion instead of guilt and defensiveness. Replace judgment with curiosity. Instead of shaming yourself for a spending decision, ask what was going on in your life or business that made it feel necessary at the time. Recognize your defensiveness. Money touches on security and identity, so defensiveness is normal, but it can keep you from learning. When you notice it, pause and breathe. Know your money story. What did you learn about money growing up? What beliefs are you still carrying that may no longer serve you? Bringing them into the light is the first step to releasing them. Practice self-compassion. Would you talk to a friend the way you talk to yourself about money? Probably not. Give yourself the same grace. Remember that facing it doesn't require shame, just courage and kindness. You can't change what you don't face, but you don't have to face it harshly. The Power of Finally Exhaling Some of Brian's most meaningful client moments happen in budget sessions. Not because the numbers are great, but because clients finally feel seen and understood. Some have broken down in tears, not from devastation, but from relief. The fear and avoidance they'd been carrying for years turns out to be heavier than the numbers themselves. As Brian puts it, you can't build something beautiful on a foundation of shame. But when you accept where you are, you give yourself a place to stand. Your Action Step This week, set aside time to journal on one or more of these questions: What emotions come up when I look at my finances? What messages about money did I carry growing up? What would it feel like to release judgment? You don't have to have all the answers, you just need to be honest. If you want to share a reflection, Brian welcomes DMs on Instagram at @BTFinancial. Next episode, the series moves into action: taking your awareness and acceptance and turning them into intentional, strategic decisions. Resources + Links Episode 110: Budgeting Series #1: A Guide to Financial Awareness Newsletter Sign Up Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes Follow & review the podcast: on Spotify and Apple Podcasts 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.
As you move toward retirement, several ages offer specific opportunities for your benefit. 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 often overlooked planning moves you may consider when turning age 59 1⁄2. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Life choices that fall outside the traditional script can expose weaknesses in systems built on long-standing assumptions. When marriage, children and default heirs are not part of the picture, planning must adapt or risk unintended consequences. In this episode of Celebrity Estates, Senior Editor David Lenok explores the estate of Coco Chanel alongside Dr. Jay Zigmont, PhD, MBA, CFP, founder and CEO of Childfree Wealth. Their discussion centers on how outdated legal frameworks intersect with modern family structures, why capacity and undue influence claims arise in high-profile estates, and what happens when significant wealth is directed outside bloodlines. Jay outlines how childfree and permanently childless adults face unique estate and long-term care considerations, why powers of attorney and fiduciary appointments are critical, and how a “die with zero” philosophy can reshape retirement and legacy strategies. Join David Lenok and Dr. Jay Zigmont as they unpack the estate planning lessons behind nontraditional family structures and the importance of aligning financial systems with evolving life paths. Key takeaways: Why 25% of U.S. adults identify as childfree or permanently childless How estate law assumptions can create guardianship and inheritance risks Why many professionals suggest evaluating powers of attorney by midlife Why “die with zero” planning challenges traditional AUM models How advisors can adapt systems to better serve nontraditional families Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Jay Zigmont: LinkedIn: Jay Zigmont Website: Childfree Wealth Website: Childfree Trust About Our Guest: Dr. Jay Zigmont is on a mission to help people without kids live their best lives, with the plan and finances to support it. He's a CERTIFIED FINANCIAL PLANNER and Childfree Wealth Specialist with Childfree Wealth. In short, he's the go-to expert on navigating the financial road less traveled for people without kids. He's the author of The Childfree Guide to Life and Money and a cohost of the Childfree Life by Design podcast, where he drops expert knowledge with a dose of humor. Dr. Jay is a frequent contributor to top-tier media outlets, including Forbes, C-Span, TheStreet, and the Wall Street Journal.
Ready to safeguard your finances and make confident life transitions? In this must-listen episode of Dollars & Sense with Joel Garris, Joel dives into two of today's most important money topics: protecting yourself from modern scams and preparing for a move to a retirement care community.
Are your finances truly working together, or are you unknowingly creating tradeoffs? In this episode of Wise Money, we break down the six areas of your financial life and the warning signs that they may not be integrated. From tax supplies and investment missteps to outdated insurance and estate plan gaps, we show you how small disconnects can create big problems for your financial plan. Season 11, Episode 28 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://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/KxMiok3yP9A 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.
Markets recently reacted to a provocative “left-tail” AI scenario making the rounds—a fictional 2028 research report suggesting that too much AI success could ultimately lead to significant white-collar job losses. We'll unpack why markets can be so sensitive to narrative shocks.Next, a circulating opinion piece raises concerns about whether Wall Street could legally seize customer securities in a future financial crisis. We'll separate rhetoric from regulation, clarify how custody actually works, explain the important differences between margin and cash accounts.Then, we answer a thoughtful listener question about leaving a legacy gift to a college fraternity. We'll explore charitable giving vehicles, distribution strategies, trustee considerations, and how the fraternity's tax status could significantly influence the best approach.Finally, with mortgage rates easing off their recent highs, we welcome Shanna Squires of Henssler Mortgage Advisors to discuss when refinancing truly makes sense. From AI-driven market volatility to custody risk, legacy planning, and refinancing strategy, we'll help you cut through the noise and focus on what really matters for long-term financial decision-making.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — February 28, 2026 | Season 40, Episode 9Timestamps and Chapters8:51 Too Much AI? Markets React to a Fictional Scenario25:24: Brokerage Custody, Collateral, and Crisis39:28: Fraternity, Foundation, or Fund? Structuring the Right Legacy 50:26: Break-Even and Beyond: Refinancing Done RightFollow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 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.See important disclosures at Henssler.com
Send a textOn this episode of The Get Ready Before Life Happens Podcast, I spoke with Meghan Dwyer, CFP®, Certified Money Coach®, and host of the Money Isn't Scary podcast, about why money isn't scary when you understand your money story and build confidence. Key Takeaways:
Don’t plan for just one side of retirement. Design Your Life in Retirement. Join our small group coaching program beginning in April. Learn more here. Very Early Registration Discount ends on March 1st. Sign up here. ___________________________ What if the biggest risk in retirement isn't the market — but misunderstanding your own goals? As you approach retirement, the questions shift. It's no longer just “How much have I saved?” It becomes, “When do I want the freedom to retire?” “How much risk do I really need to take?” And perhaps most importantly — “What is my money for?” Today, I'm joined by financial planner Zach Morris for a candid conversation about risk tolerance versus risk capacity, sequence of return risk, working one more year, helping family, and why having a 100% probability of financial success might actually mean you're leaving life on the table. If you're within five years of retirement — or wondering whether you're truly ready — this episode will help you think differently about risk, purpose, and pulling the trigger. Zach Morris, CFP joins us from Atlanta. __________________________ Bio Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson's statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER® provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way. Previously, Zach was a partner in The Diamond Morris Group and a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. Before becoming a Financial Advisor, Zach started as an Associate with the firm in 2011, where he developed skills for building lasting relationships with clients. Later, Zach developed and oversaw a training and mentorship program for J.P. Morgan Associates. Zach supports a number of organizations including Alzheimer's Association, Georgia Chapter, The Shepherd Center, Crohn's & Colitis Foundation of America, and NewStory. Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association's Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He and his wife live in West Midtown's Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels. _____________________________ For More on Zach Morris, CFP Paces Ferry Wealth Advisors Zach Morris, CFP® You Tube channel ______________________________ Podcast Conversations You May Like How to Live a Meaningful Life – Dave Evans Re-Visioning Retirement – Susan Reid, PhD Retire with Purpose – Cesar Aguirre ______________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________________ Wise Quotes On The One More Year Trap “Sometimes it's just one more year because they don't know what the next step is…If somebody is working one more year and they have 100% probability of success — they’re not just leaving money on the table, they’re leaving life on the table.” On Risk “Risk is invisible… you can have a risk tolerance today, but once you hit that maximum threshold, it can very quickly become uncomfortable.” On Retirement Planning “You don't want to go into retirement with unfulfilled expectations. You want to go into retirement knowing what to expect.” _____________________________
In this episode, Mardi Winder talks with Jamie Lima, a Certified Divorce Financial Analyst, Certified Financial Planner, and mediator, to discuss the complexities of money during divorce and how financial concerns can influence decisions both before and during the process. Jamie brings a personal and professional perspective, sharing his own story of navigating divorce and how those early experiences shaped his career and approach to financial planning.Throughout their conversation, they explore why having a diverse team of professionals, including financial planners, divorce strategists, attorneys, and, at times, forensic accountants, is essential to achieving clarity and support during such a challenging transition. Jamie notes the common pitfalls of expecting attorneys to cover every aspect and encourages building what he calls "Team You," where specialists collaborate for the best outcome. The discussion highlights the value of understanding one's financial options, preparing relevant documents, and using supportive resources wisely, especially as emotions can interfere with decision-making.They also touch upon the evolution of collaborative divorce formats and how emerging technology, like AI-assisted financial analysis, is making asset tracing more accessible and affordable. Jamie generously shares details about free and practical resources, including budgeting worksheets and online tools, aimed at empowering listeners with knowledge as they plan or move through divorce.This episode offers not only practical steps but also reassurance for anyone feeling overwhelmed,reminding listeners that thoughtful preparation, education, and the right support system can help ease the process and set the foundation for a brighter financial future after divorce.About the Guest:Jamie Lima:I grew up in a family that always seemed to have money challenges, especially after my parents divorced when I was very young.They tried incredibly hard, but I knew, even as a small child that it was rough on them.That led me to a career in finance as I wanted to learn and understand how to better support myself and my future family.After going through an incredibly difficult divorce myself, I decided to become a Certified Divorce Financial Analyst® and founded Allegiant Divorce Solutions to help others better prepare for, navigate, and recover financially from divorce.I promised myself early on that I would do whatever was required to ensure that my clients never felt the same struggles related to money that I did growing up, and through my divorce. After over 20 years of experience, I really love helping clients make important financial decisions and making the puzzle pieces ‘fit' for them. But I also noticed a need in the Divorce space. The software we are using is antiquated, and I knew there had to be an easier way. That led me to build SecureSplit. SecureSplit Pro helps divorce professionals organize their cases in an easy-to-use and modern layout. I also created quick calculators to help consumers that are unable to work with professionals, SecureSplit Essentials.Outside of work my wife, Dawn, and I spend a lot of time in our Jeep off-roading, traveling the country in our RV, and trying to keep up with our 5 (yes, 5!) kids.For Jamie's gift: https://allegiantds.com/resourcesTo connect with Jamie: LinkedIn: https://www.linkedin.com/in/jamielima/Instagram: https://www.instagram.com/allegiantdivorce/Tiktok: https://www.tiktok.com/@allegiantdivorceFacebook: www.facebook.com/groups/preparingfinanciallyfordivorce/About the HostMardi Winder is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, Certified Divorce Specialist (CDS®) and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and...
Is it risky to hold all your investments with one wealth management company? In this episode of Your Retirement Planning Simplified, Joe Curry explains how CDIC and CIPF protection work in Canada — and whether "advisor diversification" actually reduces risk. If you're focused on retirement income planning, tax-efficient investing, and protecting your legacy - this episode will bring clarity. Resources Canadian Deposit Insurance Corporation (CDIC) Canadian Investor Protection Fund (CIPF) 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.
Cash-only weekends are gaining popularity as a simple, old-school strategy to curb spending in today's tap-to-pay world. Ed Gjertsen, Certified Financial Planner and Founder of Engage Wealth Group here in Chicago, joins Rob Hart on the WBBM Noon Business Hour to discuss.
Host Steve Legler speaks with Buddy Thomas, the author of Love, Wisdom, Money: The Family Fiduciary's Guide to Generative Wealth. Together, they discuss the concept of a 'Family Fiduciary' and the importance of putting those three elements—Love, Wisdom and Money—in the right order. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Guest bio Buddy Thomas is the founder of Superior Planning – Family Office, specializing in customized family wealth and relationship enrichment programs for HNW and UHNW families since 1982. A Certified Financial Planner and Accredited Estate Planner with a background in psychology and economics, Buddy is a thought leader in personal wealth management. He has authored four books, over 50 articles, and produced 200+ educational videos, including the Fifty-Five Second Family Fiduciary series. You can learn more about Buddy Thomas on LinkedIn and on the Love, Wisdom, Money website. Key Takeaways [:23] Steve Legler welcomes Buddy Thomas and launches the episode by asking about his book Love, Wisdom, Money: The Family Fiduciary's Guide to Generative Wealth. [2:15] Buddy explains what a Family Fiduciary is, how Love, Wisdom, and Money must come in the correct order, and how he came to understand why the order is so important. [6:06] From Jay Hughes, through years of meeting families: translating "human capital" into an understandable concept for all was key for Buddy to flesh out this book. [7:42] Learning to write books is quite the experience. "No one wants to read a whitepaper!" Buddy shares how finding your author's voice is part and parcel of learning how to write for good reading. [10:03] Buddy shares how his own family founded and grew their own successful family enterprise. [11:42] How can advisors encourage families to foster "the right stuff" and support them in growing? [14:24] The family fiduciary has to lead the movement for the benefit of the whole family. [15:54] How The Gift of Lift by David R. York opened Buddy's eyes. [17:23] The gamification of enterprising families' dynamics. [20:13] Why separating the portfolio and the cash flow games is really important. [21:57] What Buddy believes a comprehensive planner should hope for. [23:11] Helping families see what they have not been able to understand, so that they can make the best decision for themselves. [25:32] If you've seen one family office… You've seen one family office. Buddy shares that in the course of his 40-year career, he has concluded that no two families will take the same decision. [27:34] Buddy talks about separate vs. community property law and how surprised he was by the differences between Ohio and California. [29:02] Buddy's book recommendation and advice for families and advisors. [31:26] Steve thanks Buddy for sharing so much of his experience and invites listeners to sign up for Symposium, which will be held May 25‒27 in Vancouver, BC. If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca. Mentioned in this episode Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors, by Scott C. Fithian Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators, by James E. Hughes Jr. Family Wealth: Keeping It in the Family--How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, by James E. Hughes Jr. Symposium 2026 More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn
There are many ways to give back, and do so in a way that not only benefits the nonprofit you are supporting but your own financial journey as well. On this episode, Certified Financial Planner, Eric Nikssarian, discusses how charitable giving really works and how you can apply it to your giving strategies.
Dylan and Max sit down with Aaron, Software Architect at Airplane Manager, to talk business aviation ops tech and where AI is headed. If you're running lean (two pilots, one tail, no dispatcher), this is the roadmap for reducing busywork without losing operational control. They dig into integrations, offline trip tools, and why "apps" might just become background APIs. Listen in and subscribe for more pilot-to-pilot ops talk. Check out the software Dylan and Max both use to run their departments: Airplane Manager Show Notes 0:00 Intro 2:01 Airplane Manager Overview 11:07 App, AI, and Security 21:08 Flight Operations Efficiency 36:18 Evolving Best Practices with Tech 49:39 Final Thoughts 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.
Send a textThis week on Leave Your Mark, I sit down with financial strategist and philanthropic visionary Mark Halpern.Mark is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor–Philanthropy with more than 30 years of experience helping successful families and entrepreneurs think differently about wealth.As CEO of WEALTHinsurance.com, he operates at the intersection of estate planning, tax strategy, and charitable giving—helping clients preserve capital, minimize tax, and multiply impact.But this conversation goes deeper than money.Mark was mentored by the late Dr. Paul Goldstein, a Holocaust survivor who earned his PhD at 87. From him, Mark learned a principle that shapes both his life and his work: when you get knocked down, get back up before the count of ten.Now he's pursuing a bold “Moonshot” goal: generating $1 billion in new charitable donations annually.We talk about legacy.We talk about resilience.We talk about a new model of philanthropy—one that challenges traditional thinking about wealth and responsibility.If you've ever wondered what wealth is really for, this episode will make you think.If you liked this EP, please take the time to rate and comment, share with a friend, and connect with us on social channels IG @Kingopain, TW @BuiltbyScott, LI+FB Scott Livingston. You can find all things LYM at www.LYMLab.com, download your free Life Lab Starter Kit today and get busy living https://lymlab.com/free-lym-lab-starter/Please take the time to visit and connect with our sponsors, they are an essential part of our success:www.ReconditioningHQ.comwww.FreePainGuide.com
Budgeting doesn't have to be intimidating, but it does have to be intentional. In this episode, Brian Thompson kicks off a brand new solo series on budgeting for entrepreneurs, approaching the topic through three lenses: awareness, acceptance, and action. The episode is the first and most foundational step: Awareness. Whether you're a new business owner or a seasoned mission-driven entrepreneur, understanding where your money is actually going is the starting point for everything else. Why Financial Awareness Comes First Every January, Brian's inbox fills up with clients asking to connect about their budgets. It's a ritual he takes seriously in his own life too. This time of year offers a rare advantage: a full year of real data and a fresh set of goals. Before you can make smart decisions about where you're headed, you need an honest look at where you've been. A Three-Step Framework for Financial Awareness To get there, Brian walks through three concrete steps: tracking your income, reviewing your expenses, and understanding your cash flow. Track Your Income The foundation of financial awareness is tracking. You can't manage what you don't measure. Start by understanding exactly where your money is coming from. Break down income by client, look at the consistency of your monthly revenue, and identify any seasonal patterns. That data doesn't just inform your budget; it shapes your marketing, hiring, and service delivery decisions too. Review Your Expenses Next, take a deep dive into your expenses to gain clarity. Ask yourself which expenses align with your values, which help you grow, which are essential to serving clients, and which could be eliminated or renegotiated. Understand Your Cash Flow Cash flow keeps your business alive. Ask yourself: Are you regularly dipping into savings or credit cards to cover operations? Do you have a cash reserve for emergencies? Are you paying yourself a regular profit distribution? If cash flow feels tight, it may be time to revisit your pricing, your payment terms, or the consistency of your revenue streams. Tools to Make Financial Awareness Easier QuickBooks, Xero, or Wave are great for automated tracking and categorization, or Excel and Google Sheets for a more hands-on approach. Tune in as Brian previews the Profit First Framework — a method of allocating funds into key buckets like profit, taxes, and owner's pay — which will get a deeper treatment in the action episode. His biggest tip? Hire a bookkeeper. Bookkeeping is too important to keep pushing to the back burner, and editing someone else's work is always easier than starting from scratch. Your action step Set aside 60 minutes this week to review your income and expenses from last year. Use whatever tool works for you, and look for patterns, surprises, and opportunities. If you're feeling brave, share one insight with Brian on Instagram at @BTFinancial. In the next episode, the series continues with acceptance — letting go of shame and judgment around money so you can focus on what you can actually control. Resources + Links QuickBooks, Xero, Wave Newsletter Sign Up Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes Follow & review the podcast: on Spotify and Apple Podcasts 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 heartfelt solo episode, Donna Jean Kendrick shares her personal story of resilience, the challenges of widowhood, and how she rebuilt her life and business from loss to abundance. If you've ever struggled with guilt, self-judgment, or balancing career and family after a major life transition, this episode offers inspiration, practical insights, and a reminder to embrace your own journey. Key topics: Donna's journey from widowhood to remarriage and blended family life The significance of community support and local culture (Jenkins Town) Overcoming guilt related to financial success and appearances Building a business rooted in purpose and family values The power of mindset shifts from scarcity to abundance How sacrifices and faith shape financial and personal growth The importance of giving back and celebrating community traditions Handling judgments and reframing perceptions of wealth Practical tips for balancing career, parenting, and personal fulfillment The role of gratitude in transforming pain into purpose Chapters: 00:00 - Introduction: Embracing the Guilt with Being OK 01:00 - Donna's background in finance and widowhood journey 02:29 - Blending families and community in Jenkins Town 03:55 - The story of purchasing and renovating their foreclosure home 05:22 - Sacrifices, faith, and moving beyond scarcity mindset 06:49 - How moving affected financial outlook and pivoting strategies 07:46 - Dealing with judgments about wealth and success 10:05 - The significance of community, traditions, and personal storytelling 11:44 - Hard work, giving back, and supporting families in transition 12:54 - The impact of mindset shifts on financial confidence 14:10 - Listening to her own podcast story and feelings of pride 15:52 - Overcoming external judgments and embracing authentic success 17:19 - Building a purposeful business and balancing work-life harmony 18:43 - Gratitude for her journey and community support 20:18 - The true meaning of being rich: Spirit, community, love 21:57 - Encouragement for widows and career changers to live big 22:36 - The importance of purpose over material wealth 23:38 - The ongoing journey of growth, contribution, and legacy 24:07 - Final encouragement: Turn setbacks into stepping stones Remember, your value extends beyond material success. Embrace your journey, give yourself grace, and keep moving forward with purpose. _______________________________ CONNECT
I've had a hypothesis sitting in the back of my mind for a while. Buy Now, Pay Later has become normal. Sports betting is legal in more states than ever. OnlyFans subscriptions are private, easy, and a click away. None of these things automatically ruins your finances. But I keep wondering what happens when they start stacking. In this episode, Josh Bannerman, Marine veteran and Certified Financial Planner, and I pressure-test my hypothesis: are Buy Now, Pay Later, gambling, and subscription spending creating a perfect storm for military finances? Josh breaks down the difference between investing and binary bets, how leverage and small payments eat into your paycheck, what "fun money" should really look like, and how to build discipline without losing your ability to enjoy life. Josh is a fee-based financial planner and co-founder of the Stacking Benjamins podcast. With over 25 years of experience in financial planning and entrepreneurship, he helps clients create clear plans that balance long-term wealth with real life. https://milmo.co/podcast/financial-perfect-storm-gambling-military For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook
In this Q&A episode of Pilot's Portfolio, Timothy P. Pope, CFP®, Founder and Principal of 360 Aviation Advisors™, answers three listener questions that surface real-world friction inside airline retirement planning.First, a Southwest pilot asks whether taking NEC as Roth impacts their ability to contribute or convert to a private Roth IRA.Next, a Delta pilot seeks clarity on the difference between 401k, 401a, Roth, and after-tax contributions, and how contribution sequencing affects tax strategy and long-term flexibility.Finally, Tim walks through donor-advised funds, including how they work, how they can reduce taxable income, and the 2026 tax law changes pilots should understand before making charitable contributions.What You'll Learn from This Episode• How donor-advised funds can reduce taxable income in high-income years• Why appreciated stock donations may be more efficient than cash• Whether NEC as Roth affects Roth IRA contributions• The difference between Roth and after-tax inside airline retirement plans• How 402g and 415(c) limits work together• Why contribution order matters for high earners• How to avoid accidentally crowding out tax-advantaged spaceResources: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.
Understanding the Human Side of Financial Decisions Join Certified Financial Fiduciaries™ Zach Keister and Christina Lamb for an eye-opening episode of Dollars & Sense that dives deep into the psychology of money. This isn't about spreadsheets—it's about the emotions, habits, and mindsets that shape your financial life. Discover why even smart people make puzzling money choices, and learn how your upbringing, mental wiring, and social comparisons influence your financial behaviors. From procrastinating on taxes to feeling envy or guilt when scrolling social media, Zach and Christina break down common cognitive biases—like loss aversion and present bias—and offer relatable stories (including a Monopoly experiment!) to show how these play out in real life. Get practical with 5 actionable tools to rewire your financial habits: Automate your savings and bills for less stress Create simple money rituals to reduce avoidance Reframe your money story for a healthier mindset Add friction to overspending and remove it from positive habits Seek accountability and professional support when needed Walk away with strategies to break the anxiety–avoidance loop, resist emotional overspending, and counteract the pressure of social comparison. Whether you're just starting out or looking to strengthen your financial foundation, this episode will help you see your money life as a relationship you can nurture and improve—no shame, just progress.
Small mistakes early in retirement can quietly derail even the best financial plan. In this episode of The Wise Money Show, we share five of the most common early retirement mistakes that can impact your taxes, withdrawal strategy, investment plan, healthcare costs, and long-term income. Learn how to avoid these traps and keep your retirement on track with a sustainable financial plan and proactive tax strategy. Season 11, Episode 27 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://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/ktkrR5gTpP0 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.
February 21, 2026: AI Expectations, Investor Bias, and the Future of SavingIt may feel like an uninspiring start to the year, but the S&P 500 is still positive year-to-date. In this week's market update, we look beneath the surface at a rotation away from the mega-cap leaders toward broader participation across the market. We'll also examine why parts of the technology sector—particularly software—have come under pressure as expectations around AI spending and growth continue to evolve.Private markets were once the domain of pension funds and institutions writing $25 million checks. That's changing. We explore how private equity, real estate, and infrastructure are becoming more accessible to individual investors through interval and evergreen funds, digital platforms, and evolving regulations that are widening the door. What does this democratization really mean—and where should investors be cautious?In a recent Wall Street Journal article, a twentysomething recently said she feels her money is safer in the stock market than in a house. That raises an important question: Are we conditioning a generation to believe markets only go up? We step back and discuss how lived experience shapes investment behavior—from Boomers who remember double-digit inflation, to Gen X and the dot-com bust, to Millennials and the housing crash, and Gen Z's era of rapid recoveries and tech-driven growth.And finally, if you're saving 18% into your 401(k) and thoughtfully splitting between traditional and Roth, you're doing a lot right. But when does it make sense to add an IRA — and should that ever come at the expense of your 401(k)? We break down contribution limits, tax diversification, investment flexibility, and fees, and how an IRA can complement a workplace plan.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — February 21, 2026 | Season 40, Episode 8Timestamps and Chapters6:57: AI Expectations and the Software Slowdown21:20: Bull Markets, Bear Memories, and Generational Bias37:20: Democratizing Private Markets: Opportunity or Overreach?52:01: Is More Always Better? Adding an IRA to the Mix“Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 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.See important disclosures at Henssler.com
Veronica Karas is the Principal of CAPTRUST, a financial advisory where she provides comprehensive financial planning services to high-net-worth individuals and small businesses. With over a decade of experience as a Certified Financial Planner™, she specializes in areas such as estate planning, retirement planning, tax strategies, and insurance. Veronica is also the author of the Money Matters book series, which enhances financial literacy. Beyond her professional endeavors, she serves as the Co-president of the CAPTRUST Community Foundation. In this episode… When it comes to managing finances, many women feel overwhelmed and disconnected. With outdated systems, unequal pay, and societal norms that often leave them out of financial conversations, financial literacy can feel like a foreign language. How can you take control of your financial future? Financial literacy advocate Veronica Karas maintains that financial literacy isn't just for experts; it's essential for everyone. Women can understand money by acknowledging that they are capable of learning financial concepts despite historical and societal conditioning that convinces them otherwise. Veronica encourages women to leverage online resources and meet with Certified Financial Planners for personalized guidance. In today's episode of the Lead Like a Woman Show, Andrea Heuston meets with Veronica Karas, the Principal of CAPTRUST, to talk about how she empowers women through financial literacy. Veronica discusses the long-term impacts of financial planning, how she expands financial literacy in schools, and what she learned launching her financial planning career during the 2008 recession.
In this episode, Dr. Jay Zigmont returns to the podcast to discuss the unique future planning needs of childfree individuals. He and Keltie chat about: The importance of having proper medical and financial directives and the necessity of a support team. The paperwork and planning documents every childfree person should have in place. Why relying on a family member to help you manage future estate and health concerns is usually a bad idea. The special considerations for estate planning that cater to those without kids. Legacy planning and the impact childfree individuals can make in their lives and communities. (0:22) Meet Dr. Jay and his project Childfree Trust (11:31) Estate & medical emergency planning for childfree people (24:34) Special challenges in documents for childfree people (29:10) How to think about aging as a childfree individual As mentioned in the show: Hear Jay's first appearance on the podcast in Episode 24: kidsorchildfree.com/podcast/episode/219886a3/24-dr-jay-zigmont-cfp-on-childfree-wealth-and-legacy Find Dr. Jay on Instagram: instagram.com/childfreewealth/ On LinkedIn: linkedin.com/company/childfree-wealth/ Find out more about Dr. Jay and Childfree Trust at childfreetrust.com Join our upcoming Confidently Childfree Support Session with Dr. Jay (happening on May 11th) here: https://www.kidsorchildfree.com/confidently-childfree-support-series About Dr. Jay: Dr. Jay Zigmont is on a mission to help people without kids live their best lives, with the plan and finances to support it. He's a CERTIFIED FINANCIAL PLANNER® and Childfree Wealth Specialist® with Childfree Wealth®. In short, he's the go-to expert on navigating the financial road less traveled for people without kids. He's the author of The Childfree Guide to Life and Money and a cohost of the Childfree Life by Design podcast, where he drops expert knowledge with a dose of humor. Dr. Jay is a frequent contributor to top-tier media outlets, including Forbes, C-Span TheStreet, and the Wall Street Journal. __ MORE HELP FOR YOUR KIDS OR CHILDFREE DECISION Start Here: sign up for an upcoming WORKSHOP
In this episode of Your Retirement Planning Simplified, Joe Curry sits down with estate planning expert Mark Halpern to discuss tax-efficient investing, charitable giving strategies, and how Canadians can reduce estate tax while building a meaningful legacy. If you're approaching retirement and want to protect your wealth, optimize your RRSP and RRIF withdrawal strategies, and explore philanthropy in Canada, this conversation is packed with practical insight. 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.
The Steve Gruber Show | Collapse & Corruption: Socialism's Global Failure Exposed --- 00:00 - Hour 1 Monologue 19:03 – Jan Jekielek, Senior Editor at The Epoch Times, host of American Thought Leaders, and author of Killed to Order. Jekielek discusses what he calls “China's Epsteins,” arguing that the Chinese Communist Party scaled up the Epstein model through state-sanctioned organ harvesting. He explains the evidence behind these claims and the broader human rights implications. 27:35 – Nick Hopwood, Certified Financial Planner and Founder of Peak Wealth Management. In this week's “No Lazy Money” segment, Hopwood covers energy stocks breaking out, tech sector pullbacks, a 3.7% GDP estimate, and why the Fed may hold rates steady until later this year. He also warns about capital gains tax surprises, shares real client stories, and offers a free Social Security analysis at peakwm.com/gruber. 37:57 - Hour 2 Monologue 46:53 – Michael Chamberlain, Director of Protect the Public's Trust. Chamberlain discusses what he sees as growing misconduct among America's leaders. He argues that political agendas are increasingly being prioritized over fairness and the rule of law. 56:57 – Jose Mallea, former White House and State Department staffer under President George W. Bush and former campaign manager for Senator Marco Rubio. Mallea explains why Belize is emerging as a concern in Washington policy circles. He discusses geopolitical warning signs and regional security implications. 1:05:52 – Tom Coulson, owner of Liberty Coin Service. Coulson analyzes the current price of precious metals and where the market may be headed. He also reviews listener-submitted coins live on air—send your submissions to https://youtu.be/LcYYLfQWCY0
Julie Austin and Matthew Cain share their journey in leveraging their military backgrounds to assist veterans in transitioning to entrepreneurship through their podcast Dogtags to Ownership. We explore the definition of mission-driven businesses, the importance of community & networking, and the personal experiences that shaped their call to service. The discussion also touches on the significance of identity, the challenges faced during the Don't Ask, Don't Tell era and how their backgrounds influence their current endeavors. The episode concludes with insights on partnership dynamics and key takeaways for aspiring entrepreneurs. The Essence of a Mission-Driven Business Julie defines a mission-driven business as one that embodies a deep sense of purpose and passion. It's not just about making profits; it's about waking up every day with a drive to make a difference. Both Julie and Matt share a commitment to helping veterans transition into fulfilling careers, which their podcast serves a vital role in. They help veterans find meaningful work instead of merely passing time in jobs that don't inspire them. A mission-driven business must not only fulfill its owner's passion but also create a positive impact in the community. Lessons from Military Service Julie and Matt share their experiences in the military, which have profoundly influenced their understanding of leadership and community service. In this episode they discuss how the skills and values learned during their service translate effectively into the business environment. For instance, the ability to lead diverse teams and navigate complex situations is invaluable for entrepreneurs looking to make a difference. Finding Purpose Through Adversity The discussion also touches on the challenges veterans face during their transitions. Julie candidly shares her experience with the military's 'Don't Ask, Don't Tell' policy, which was a significant barrier for many LGBTQ service members. She reflects on the internal struggle of being true to oneself while serving in the military. However, the repeal of this policy allowed for greater openness and inclusion, fostering a more supportive environment for veterans today. This change parallels the mission-driven ethos of creating spaces where individuals can be authentic and contribute their best selves. The Importance of Community and Connection Emphasis on the importance of community was a big theme in our discussion. Their mission is to connect veterans with valuable resources and mentorship opportunities that can help them thrive in the civilian world. By sharing experiences and knowledge, they create a supportive network that empowers veterans to pursue their passions and make meaningful contributions. Resources + Links Newsletter Sign Up DogTags to Ownership: Website, Instagram, Facebook, TikTok Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes Follow & review the podcast: on Spotify and Apple Podcasts 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.
Jeffrey Condren is a Certified Financial Planner (CFP) and Senior Vice President and Wealth Advisor at Mesirow Wealth Management in Highland Park, Illinois. With over two decades of experience in the financial industry, Jeff specializes in guiding business owners through complex transitions—from business exits to legacy planning. He works primarily with entrepreneurs and multi-generational family businesses, particularly in manufacturing and healthcare sectors throughout the Midwest. His expertise includes tax-efficient wealth strategies, estate structuring, values-based investing, and helping families navigate the challenging conversations around succession planning. Jeff is known for his practical approach to transforming business liquidity into lasting family legacies while addressing the often-overlooked emotional and relational dynamics that can make or break generational wealth transfer.SHOW SUMMARYIn this episode, Jonathan Goldhill is joined by Jeffrey Condren, a certified financial planner with extensive experience in wealth management and advising multi-generational families. They explore why secrecy often leads to entitlement, the pitfalls of striving for fairness over equality, and the critical need for early and transparent conversations about values, expectations, and the realities of running a family business. They emphasize that successful generational transitions require exposing heirs to responsibility and decision-making early on. The episode also covers the nuances of assigning business roles to family members, handling business valuations realistically, and the importance of external mediation to navigate complex family dynamics.KEY TAKEAWAYSSuccessful families surface conflict early and structure it, rather than avoiding itFair and equal are not the same thing in family business transitionsExposing the next generation to business realities early prevents friction laterFirst-generation business owners struggle most with letting go of controlBusiness valuations should be updated every 1-2 years, not left for 7+ yearsDepression-era children often feel they never have "enough" money, regardless of actual wealthSuccession planning takes years, not months - there's no light switch solutionThe earlier difficult conversations happen, the smoother the transitionQUOTES"Successful families do not eliminate conflict. They surface it early, they structure it and use it to clarify values and expectations.""Fair versus equal. It is very different for a lot of people, and it's a very hard conversation to have, and there's no right or wrong answer.""Getting a business owner to think about their future self not involving the business... takes time. It's not a one hour conversation.""Tom Brady, arguably one of the greatest quarterbacks... had a quarterback coach. So when you stop and think about that, he probably doesn't need one, but there's still someone pointing out techniques that maybe he's not seeing.""How long things actually take - there's not a light switch solution to anything in life. The sooner they're willing to have the conversation, the smoother it is.""The idea of them not being involved in the business is so hard for them to comprehend that they don't know where to start and they'd rather ignore it."Connect and learn more about Jeffrey Condren.https://www.linkedin.com/in/condren/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
With gold and silver surging to eye-catching highs, Joel unpacks whether now is really the right time to jump in. Get the unvarnished truth about the risks and realities of investing in gold and silver, including their historical track record, the costs that often go overlooked, and why they're not always the golden ticket to wealth the headlines might suggest. Discover how herd mentality, FOMO, and social media hype can drive prices—and why long-term results often tell a different story. But that's not all—this episode empowers you with a practical checklist of essential questions to ask your financial advisor. Joel breaks down the crucial topics: understanding all the fees you're paying, ensuring your advisor acts as a fiduciary, grasping their investment philosophy and track record, and knowing how they'll communicate with you through the market's ups and downs. These questions are designed to help you build a true partnership and make well-informed decisions about your financial future. Whether you're a seasoned investor, just getting started, or simply curious about the latest trends in money management, this episode promises valuable insights, clear explanations, and actionable advice. Tune in to sharpen your financial acumen and make sense of your dollars—plus, find out how you can connect with Joel and his team for further guidance. Listen now to get the facts, cut through the hype, and take charge of your finances with confidence!
Is age 65 still the right retirement age, or has that idea become outdated? In this episode of the Wise Money Show, we break down the key retirement milestones like 55, 59.5, 62, 65, 67, and 70 and explain how Medicare, Social Security, 401(k) access, and healthcare costs all impact your decision. More importantly, we walk through the five factors that truly determine when you can retire with confidence. If you're wondering when you can realistically step away from work and not worry about running out of money, this episode will help you build a smarter retirement plan. Season 11, Episode 26 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://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/OZQ7iiW4SGE Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
If Netflix or Spotify doubled their price tomorrow, would you really cancel—or would you grumble and keep paying? In this conversation, we use subscription services we all rely on to explain a powerful investing concept: pricing power. We'll break down why some companies can raise prices without losing customers, what that tells us about their business models, and why pricing power matters when evaluating long-term investments—especially in an inflation-conscious world.Big Tech is opening the checkbook for AI. Amazon, Alphabet, Meta, and Microsoft are on track to spend nearly $650 billion in 2026 alone, even if it means taking a hit to free cash flow today. We'll unpack why this spending surge is happening, where the money is going, and what it could mean for earnings, valuations, and investors navigating the AI boom. In this week's Market Segment, we break down sector performance across the S&P 500 amid heightened volatility in software stocks, driven largely by renewed concerns over AI's disruptive impact. We also zoom out to examine how AI is influencing industries more broadly, and what a healthy market rebalance across sectors could signal for investors. Plus, we discuss the growing gap between consumer sentiment and actual economic activity and take a closer look at January's employment data to see what it may mean for the path ahead.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — February 7, 2026 | Season 40, Episode 6Timestamps and Chapters8:29: Cancel or Complain? Pricing Power Explained31:31: AI at Any Cost?45:57: Market Rotation Amid AI UncertaintyFollow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 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.See important disclosures at Henssler.com
Behavior Gap Radio: Exploring human behavior...with a Sharpie
In this episode, Carl walks through the second step of purpose-based planning: turning purpose into goals. Rather than asking clients to name goals out of thin air, he explains how goals naturally grow out of conversations about what matters, giving people permission to relax, guess, and explore without false precision. Carl shows how to frame, prioritize, and rank goals based on what's truly at stake for each client, reminding us that goals are provisional, flexible, and meant to clarify direction, not lock anyone into a rigid plan.Want more from Carl? Get the shortest, most impactful weekly email on the web! Sign up for the Weekly Letter from Certified Financial Planner™ and New York Times columnist Carl Richards here: https://behaviorgap.com/
The Steve Gruber Show | From Recession Warnings to Economic Boom --- 00:00 - Hour 1 Monologue 19:00 – Hans von Spakovsky, Senior Legal Fellow in the Edwin Meese III Institute for the Rule of Law at Advancing American Freedom. Von Spakovsky discusses a judge's decision to block the termination of Temporary Protected Status (TPS) for Haitian nationals. He explains the legal reasoning behind the ruling and its broader immigration implications. 27:51 – Nick Hopwood, Certified Financial Planner and Founder of Peak Wealth Management. In this week's “No Lazy Money” segment, Hopwood breaks down the latest jobs numbers, the Dow crossing 50,000, and trends shaping the markets. He also offers a free Social Security analysis at peakwm.com/gruber and explains why staying independent and advisor-owned matters in today's private equity-driven wealth management industry. 38:02 - Hour 2 Monologue 46:56 – Paul Miller, CPA and founder of Miller & Company LLP in New York City. Miller shares five critical things taxpayers should check before hitting “submit” this tax season. He explains common mistakes that could trigger audits or cost filers money. 56:55 – Claire Abernathy, Independent Women ambassador and detransitioner. Abernathy shares her powerful story, first told alongside her mother in the “Identity Crisis” series. She discusses being told she would be suicidal if she did not transition and reflects on the long-term impact of those medical decisions. 1:14:57 - Hour 3 Monologue 1:24:29 – Eric Metaxas, New York Times bestselling author, host of The Eric Metaxas Show, and President's Fellow at Cornerstone University. Metaxas discusses free speech, faith, and the Founders' vision for America. He argues that many colleges are ignoring the constitutional blueprint that shaped the nation. 1:34:31 – Perry Johnson, Michigan businessman, author, and political candidate. Johnson announces his entry into the race for Michigan Governor. He outlines his priorities and vision for the state moving forward. --- Visit Steve's website: https://stevegruber.com TikTok: https://www.tiktok.com/@stevegrubershow Truth: https://truthsocial.com/@stevegrubershow Gettr: https://gettr.com/user/stevegruber Facebook: https://www.facebook.com/stevegrubershow Instagram: https://www.instagram.com/stevegrubershow/ Twitter: https://twitter.com/Stevegrubershow Rumble: https://rumble.com/user/TheSteveGruberShow
* Request A copy of the Free Financial Caregivers Resource Guide: LINK We don't talk enough about the financial toll of caregiving. Many caregivers are not just dealing with a loved one's emotional and physical needs, but financial needs as well. In today's new episode, we are sharing expert advice from Certified Financial Planner, Beth Pinsker. Beth's new book, My Mother's Money: A Guide to Financial Caregiving is a comprehensive resource to help navigate the financial difficulties in caring for aging parents. From proactive measures (Power of Attorney and health proxies) to the final IRS tax return, she explains in great detail what we should be doing now and in the future for our loved ones. Show Notes/Links: www.hotflashescooltopics.com FOLLOW IG: @hotflashesandcooltopics for all things women 50+. SUBSCRIBE to Hot Flashes & Cool Topics podcast for free wherever you find podcasts. CHECK OUT our website hotflashescooltopics.com to learn more.
Dylan and Max recap a jet-lagged Japan ski mission, widebody travel wins and fails, and the realities of surviving brutal time zone changes. In the Mailbag, they dig into Saab war stories, Autoland edge cases, NBAA training standards, airline-branded watches, and career wins from listeners making the jump into jets. The Flight Advice segment centers on a sobering accident discussion and the risks of slipping from airline discipline into lightly regulated operations. As always, it's equal parts technical insight, hard-earned perspective, and questionable footwear choices. Southwest Airlines Breitling Interest Form Dave's Cosmic Subs TimeShifter Jet Lag App Show Notes 0:00 Intro & Travel Updates 9:23 Restaurant Dilemma 17:46 Gulfstream SVS Flier & Clawdbot 27:59 NTSB Report Update 37:52 Reviews & Comments 41:45 Mailbag 1:00:19 Flight Advice Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.
In this episode, we dive into the unique financial challenges law firm owners face with Ben Hockema, CFP®, Founder and Lead Financial Advisor at Illuminate Wealth Management. As an award-winning Certified Financial Planner, Ben's work has been featured in The Wall Street Journal, The New York Times, and other leading publications. Ben is on a mission to help law firm owners and other business professionals move past the shame-based marketing that dominates the financial industry and replace money stress with clarity, confidence, and control. Through thoughtful strategy and education, he helps his clients build financial systems that support both their firms and their personal lives. Hit play to discover: Why running a law firm according to strong financial principles is harder than it looks. What the "Profit First" system is and which law firms benefit most from it. How bookkeeping and accounting for law firms differ from other businesses. From cash flow management to long-term planning, Ben explains how to identify where to spend, where to save, and how to design a financial roadmap aligned with your goals, values, and vision for the future. To learn more about Ben and his work, visit Illuminate Wealth Management now!
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