POPULARITY
Categories
369 episodes with certified financial planners
402 episodes with certified financial planners
374 episodes with certified financial planners
257 episodes with certified financial planners
161 episodes with certified financial planners
222 episodes with certified financial planners
149 episodes with certified financial planners
98 episodes with certified financial planners
84 episodes with certified financial planners
91 episodes with certified financial planners
97 episodes with certified financial planners
54 episodes with certified financial planners
79 episodes with certified financial planners
60 episodes with certified financial planners
46 episodes with certified financial planners
40 episodes with certified financial planners
37 episodes with certified financial planners
39 episodes with certified financial planners
35 episodes with certified financial planners
39 episodes with certified financial planners
18 episodes with certified financial planners
29 episodes with certified financial planners
20 episodes with certified financial planners
27 episodes with certified financial planners
22 episodes with certified financial planners
39 episodes with certified financial planners
20 episodes with certified financial planners
23 episodes with certified financial planners
46 episodes with certified financial planners
18 episodes with certified financial planners
16 episodes with certified financial planners
15 episodes with certified financial planners
12 episodes with certified financial planners
19 episodes with certified financial planners
17 episodes with certified financial planners
17 episodes with certified financial planners
17 episodes with certified financial planners
11 episodes with certified financial planners
21 episodes with certified financial planners
14 episodes with certified financial planners
16 episodes with certified financial planners
22 episodes with certified financial planners
13 episodes with certified financial planners
12 episodes with certified financial planners
12 episodes with certified financial planners
11 episodes with certified financial planners
13 episodes with certified financial planners
9 episodes with certified financial planners
15 episodes with certified financial planners
10 episodes with certified financial planners
15 episodes with certified financial planners
12 episodes with certified financial planners
12 episodes with certified financial planners
31 episodes with certified financial planners
8 episodes with certified financial planners
12 episodes with certified financial planners
12 episodes with certified financial planners
12 episodes with certified financial planners
11 episodes with certified financial planners
10 episodes with certified financial planners
5 episodes with certified financial planners
8 episodes with certified financial planners
7 episodes with certified financial planners
11 episodes with certified financial planners
14 episodes with certified financial planners
7 episodes with certified financial planners
7 episodes with certified financial planners
8 episodes with certified financial planners
6 episodes with certified financial planners
9 episodes with certified financial planners
7 episodes with certified financial planners
12 episodes with certified financial planners
10 episodes with certified financial planners
15 episodes with certified financial planners
31 episodes with certified financial planners
6 episodes with certified financial planners
7 episodes with certified financial planners
8 episodes with certified financial planners
8 episodes with certified financial planners
7 episodes with certified financial planners
5 episodes with certified financial planners
5 episodes with certified financial planners
9 episodes with certified financial planners
6 episodes with certified financial planners
14 episodes with certified financial planners
6 episodes with certified financial planners
8 episodes with certified financial planners
7 episodes with certified financial planners
8 episodes with certified financial planners
12 episodes with certified financial planners
4 episodes with certified financial planners
5 episodes with certified financial planners
10 episodes with certified financial planners
6 episodes with certified financial planners
4 episodes with certified financial planners
12 episodes with certified financial planners
4 episodes with certified financial planners
6 episodes with certified financial planners
5 episodes with certified financial planners
5 episodes with certified financial planners
6 episodes with certified financial planners
6 episodes with certified financial planners
5 episodes with certified financial planners
5 episodes with certified financial planners
4 episodes with certified financial planners
6 episodes with certified financial planners
16 episodes with certified financial planners
5 episodes with certified financial planners
3 episodes with certified financial planners
6 episodes with certified financial planners
5 episodes with certified financial planners
4 episodes with certified financial planners
11 episodes with certified financial planners
8 episodes with certified financial planners
5 episodes with certified financial planners
27 episodes with certified financial planners
3 episodes with certified financial planners
6 episodes with certified financial planners
7 episodes with certified financial planners
4 episodes with certified financial planners
5 episodes with certified financial planners
4 episodes with certified financial planners
6 episodes with certified financial planners
5 episodes with certified financial planners
4 episodes with certified financial planners
9 episodes with certified financial planners
95 episodes with certified financial planners
7 episodes with certified financial planners
5 episodes with certified financial planners
13 episodes with certified financial planners
4 episodes with certified financial planners
4 episodes with certified financial planners
6 episodes with certified financial planners
4 episodes with certified financial planners
9 episodes with certified financial planners
87 episodes with certified financial planners
8 episodes with certified financial planners
4 episodes with certified financial planners
4 episodes with certified financial planners
4 episodes with certified financial planners
8 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
2 episodes with certified financial planners
3 episodes with certified financial planners
3 episodes with certified financial planners
5 episodes with certified financial planners
3 episodes with certified financial planners
3 episodes with certified financial planners
6 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
5 episodes with certified financial planners
3 episodes with certified financial planners
2 episodes with certified financial planners
4 episodes with certified financial planners
2 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
3 episodes with certified financial planners
10 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
4 episodes with certified financial planners
3 episodes with certified financial planners
4 episodes with certified financial planners
2 episodes with certified financial planners
7 episodes with certified financial planners
4 episodes with certified financial planners
7 episodes with certified financial planners
2 episodes with certified financial planners
Financial Planning Inspired by Divorce Dr. Nick opens up about his family's financial struggles after his parents' divorce, and how those early hardships shaped his mission to become a financial planner. Watching his mother juggle multiple jobs gave him the drive to help others avoid similar pain. Having walked through divorce myself, I connected deeply with his story and the importance of financial clarity during life's toughest moments. The Power of Compounding and Clear Goals We also talk about redefining financial priorities and how even small, consistent steps add up through the magic of compound interest. Dr. Nick recalls being introduced to the concept at 16 by a golf course owner named Rex—an experience that ultimately launched his career in finance. Lessons from the Golf Course Our conversation turned to the lessons you can pick up from unexpected places—like working at a golf course. For me, it was a front-row seat to observe how wealthier individuals handled themselves, and a reminder that humility in tasks like picking up garbage can lead to life-changing opportunities. Mindset and the Success Journey Mindset is everything. Dr. Nick and I discussed how money matters, but intentional living and meaningful relationships are what create lasting fulfillment. We explored the balance between career satisfaction, financial stability, and well-being—emphasizing that true success isn't measured solely in dollars. Aligning Happiness with Financial Goals One of the biggest takeaways from our conversation is that happiness looks different for everyone. Aligning your financial plan with your unique values and goals is essential. Dr. Nick warned about the trap of social media comparisons, reminding us that joy doesn't come from external approval but from understanding what really matters to you. Rethinking Retirement We also unpacked modern retirement. It's no longer about quitting work altogether—it's about creating space for consulting, passion projects, or part-time work. Both Dr. Nick and I agree that knowing yourself and planning ahead can help avoid impulsive decisions and ensure a fulfilling later chapter in life. Understanding Financial Values Through Reflection Dr. Nick's book is designed to help readers identify their strengths, weaknesses, and money stressors through reflection. By connecting financial strategies to core values, readers can create a more intentional and fulfilling financial plan. He even offers a free downloadable chapter on compounding at richbychoicebook.com. I strongly encourage you to grab it, dive into the exercises, and start clarifying your own path to financial freedom. Dr. Nicholas Michels knows what it's like to start with nothing. Growing up in a trailer park, he charted an extraordinary journey — becoming a professional athlete, bestselling author, and one of the most trusted voices in wealth and life planning. As Founder of Michels Family Financial and creator of the Rich by Choice movement, Nicholas has spent more than 20 years guiding thousands toward lasting stability, confidence, and peace of mind. His approach goes far beyond spreadsheets — blending behavioral psychology, faith-based principles, and practical financial strategies to help families design lives rooted in purpose and values. Before launching his firm, Nicholas played professional basketball overseas and earned elite credentials including CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PRIVATE WEALTH ADVISOR®. Today, his Amazon bestselling book Rich by Choice has inspired readers worldwide, and his voice has been featured in major media as a passionate advocate for financial literacy, mindset growth, and values-driven success. Signature Speaking Topics: Financial Happiness: Why peace matters more than portfolio size The $8 Million Lesson: Walking away from the deal that didn't align with the mission Marriage & Money: Turning conflict into deeper connection If you're looking for a conversation that inspires action, challenges old money stories, and leaves people empowered to build wealth and a meaningful life — Nicholas delivers every time. Free Resource: https://RichByChoiceBook.com Book: Rich By Choice Website: https://michelsfamilyfinancial.com
What if the secret to building wealth wasn't working harder—but paying smarter?In this episode of The Proven Entrepreneur Show, host Don Williams sits down with Mike Milligan, Certified Financial Planner and founder of 1 Oak Financial, to unpack the tax strategies and mindset shifts that helped him build a multi-million dollar business—while legally paying just 2% in total tax.Mike shares his journey from counting cash in coffee cans for his grandmother's cornbread sandwich hustle to becoming a bestselling author of The One-of-a-Kind Financial Plan. You'll hear how desperation sparked innovation, and how real-life lessons shaped his mission to help entrepreneurs build wealth and reclaim time.Topics Discussed:The #1 financial mistake entrepreneurs make (and how to fix it)Tax-saving strategies like the Augusta Rule and Section 179 depreciationWhy Mike moved to Puerto Rico for tax optimizationA real-life case study: how a realtor went from $40K to $1M net worthThe importance of working with entrepreneurs—not employeesListener Benefits:Learn how to legally reduce your tax burdenDiscover practical wealth-building strategiesGet inspired by real transformation storiesUnderstand how to reclaim time by outsourcingHear why working with entrepreneurial advisors mattersWhether you're a founder, real estate agent, B2B leader, or aspiring entrepreneur, this episode delivers actionable strategies and real-world wisdom to help you thrive financially.
Money plays a huge role in our careers, goals, and sense of security but for many of us, talking about money can feel intimidating. In this episode of I chat with Lori Atwood, Certified Financial Planner and founder of Fearless Finance, to discuss how to take control of your finances with confidence and clarity.Lori shares her journey from investment banking and private equity to creating Fearless Finance, a company that provides accessible, judgment-free financial planning for everyday people. Lori explores what it means to be fearless about money from breaking avoidance habits to building financial confidence and creating a plan that supports your career goals.Listeners will learn:
In this episode of Dollars & Sense with Joel Garris, listeners are treated to an insider's perspective from a prestigious investment conference attended by just 100 select guests and hosted by one of the world's largest asset managers. Joel kicks off with a deep dive into the hottest topic in finance—Artificial Intelligence (AI). He explores AI's growing influence on investments, the labor market, and society, highlighting both its potential and the cautionary flags, such as possible overcapacity and the challenges it poses for younger generations. Joel then shifts focus to three major investment themes: the importance of national security in shaping investment decisions, the surge of private equity and private credit for everyday investors, and the need for careful portfolio allocation to avoid hidden overconcentration in growth stocks. Next, Joel breaks down everything you need to know about Required Minimum Distributions (RMDs)—from recent changes in age requirements to smart strategies for minimizing tax impact, including withholding and charitable giving. Whether you're nearing retirement or already enjoying it, this segment offers actionable advice to keep your finances on track. The episode also features a practical guide to Ladybird Deeds—an estate planning tool that helps homeowners transfer property to loved ones without the hassle of probate. Joel explains how Ladybird Deeds work, their advantages over traditional probate, and step-by-step instructions to implement this powerful tool. Rounding out the show, Joel reviews the latest market headlines, including a strong start to earnings season and how AI-driven efficiencies are helping corporate America outperform expectations. If you want to learn how AI is reshaping investments, the keys to managing your retirement withdrawals, and estate planning strategies that save time and money, this episode is packed with insights you won't want to miss.
Join Justin McNamara, CFP® and Michael J. McNamara, Ph.D., CFP® who discuss recent changes to the United States tax code under a piece of legislation they informally call the "one big beautiful bill." The conversation focuses heavily on year-end tax planning and the permanent establishment of existing tax brackets and the standard deduction, which was scheduled to sunset. They address major temporary changes, such as the increase of the State and Local Tax (SALT) deduction cap to $40,000 and the introduction of a temporary senior bonus deduction for those over 65, and they urge listeners to consult their tax professionals due to the complexity and retroactive nature of the changes. The hosts also touch on other provisions, including expansions to 529 plans and changes to the federal gift and estate tax exemption, while fielding a call from a listener who shares his successful tax planning strategy. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He's semi-retired, and works with legacy clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/
On this special Listener Question episode of Wise Money, we're answering your financial questions. From the new catch-up contribution rules and "super" catch-ups at age 60, to whether it ever makes sense to invest your 401(k) in individual stocks like Tesla or Palantir. We're unpacking most of the most confusing tax and retirement changes heading into 2026. Season 11, Episode 10 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney Watch this episode on YouTube: https://youtu.be/ThP0TxTxoiA Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
In this episode of MB2 Underground, we welcome Matt Paladini, Certified Financial Planner and longtime advisor to MB2 partners, to talk about the importance of financial planning, entrepreneurship, and risk-taking, both in business and in life. Matt founded his own financial advisory firm amid the 2008 recession and shares his journey of navigating uncertainty with confidence. He opens up about building his career from Ernst & Young to founding Paladini Financial Management, later joining Cerity Partners to bring advanced investment and estate-planning solutions to dental professionals nationwide. Along the way, he discusses lessons in leadership, partnership, and the value of starting early (even if it's scary). ------------------------------------------------------------------------ Subscribe & Listen: Spotify: https://open.spotify.com/show/69Dz26hgC9D6YqwN8JMDBV Apple Podcast: https://podcasts.apple.com/us/podcast/mb2-underground/id1747349567 ---------------------------------------------------------------------- Follow MB2 Dental on Social: MB2 Dental: mb2dental.com Instagram: instagram.com/mb2dental Facebook: facebook.com/mb2dental YouTube: youtube.com/@mb2dental LinkedIn: linkedin.com/mb2-dental
What if you could actually feel good about money? Not just make more of it - but feel less stress, more clarity, and a sense of freedom around your finances? That's exactly what we're talking about this week with our guest, John Kennedy. He's a Certified Financial Planner, yes… but his superpower is helping people unpack the emotional side of money, build simple systems that work, and finally take control of their financial life - without shame or overwhelm. John is a partner and senior wealth advisor, and the co-host of the Above Board Podcast, which ranks in the top 2% of business shows globally. He's also a husband, dad, 5K runner (with his dog, Chipper!), and a dedicated Braves fan who believes financial health starts with mindset. In this candid convo, we talk about real-world money hangups - even for successful people - and how to shift from scarcity to freedom. Whether you're building a business, launching a new season of life, or just tired of feeling stressed about your finances, this episode offers fresh perspective, relatable insights, and practical tools to help you rewrite your money story. READ THE FULL SHOW NOTES: https://mitchmatthews.com/436/
Main PointsMoney isn't just math, it's a relationship. In this conversation with Certified Financial Planner and poet Uchechi Kalu, we unpack the real stories behind your bank account:Why your money mindset starts with culture & family, not spreadsheets.Uchechi's 3-part framework: Technical · Psychological · Cultural; and how to use it like a wheel.The “Cost of Being You” exercise that reveals what enough truly means.How women of color can plan preventatively in an unstable economy.What happens when love meets money — and how to have that talk (without fighting).Resources Mentioned:Book: I Will Teach You To Be Rich by Ramit SethiMoney personality test: Money Coaching InstituteUchechi Kalu's website: greenlightfp.comLinkedInInstagram: @dearuchechi Where We Can Connect:Schedule a Business & Career Review call with me to see if it's a good fit to work together: elainelou.com/callCheck out our 320+ client reviews on Google and our websiteFollow the Podcast on AppleFollow the Podcast on SpotifyFollow Elaine on Instagram: @elainelou_Connect with Elaine on LinkedIn: Elaine Lou CartasCheck out our other podcasts for Women of Color
Wondering if your retirement portfolio is really performing well? In this episode of Your Retirement Planning Simplified, Joe Curry explains why comparing your portfolio to indexes like the TSX or S&P 500 can be misleading. Learn how to evaluate investment performance based on your personal goals, asset mix, and income needs — not on market headlines. Key Takeaways from this Episode Stop Comparing to the TSX. Your retirement portfolio is designed for stability and income, not for competing with stock indexes built for accumulation. Diversification Is the Real Benchmark. A well-structured retirement portfolio should include Canadian, U.S., international, and fixed-income holdings — each with its own purpose. Asset Allocation Should Reflect You. Your mix of stocks and bonds should align with your risk tolerance, income needs, and guaranteed income sources like CPP, OAS, or pensions. Evidence Beats Guesswork. Research like the SPIVA scorecard consistently shows that active managers rarely beat the market after fees — supporting an evidence-based approach. Stay Focused on Purpose, Not Performance Chasing. Evaluate your portfolio by asking whether it's helping you meet your income goals and maintain peace of mind, not whether it's "winning" against the market. Resources Mentioned in this Episode SPIVA® Canada Scorecard (S&P Global) Previous Episode of YRPS: The Bond Tent Strategy Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/invitation-link/88QG1TMQ12 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-process/ ABOUT JOE CURRY Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he is committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ https://matthewsandassociates.ca/ https://www.facebook.com/RetirementPlanningSimplified/ ABOUT RETIREMENT PLANNING SIMPLIFIED Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified DISCLAIMER Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.
We kick off with Southwest red-eye shenanigans, hot/high GA drama departing PRC in a 150, and Max's backcountry “mesa strip” adventure (with hard data from the STOL-mate). The Mailbag is full: 2,500-hour 135 pilots debating regionals, cockpit sun-shade gear, commuting to MEM in your own A36, first flights post-PPL, time-building without a CFI, and making that first 91/135 SIC→PIC jump. Flight Advice tackles the big one: take a regional CJO now or accept a 135 upgrade for immediate PIC while a baby's on the way — we weigh time-to-legacy, family timing, and logbook strategy. Show Notes 0:00 Intro & Storytime 22:03 MU2 & Neck Pillows 26:51 Layover Guide Overhaul 30:04 Reviews 37:50 Mailbag 59:49 Flight Advice Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.
JOIN THE NICHE COMMUNITY → Mark your calendar for Rep Rundown - Happening Oct. 29th & 30th! Think your business isn't “sellable”? Think again! Shay Bacani, founder of Centura Financial, joins Robin and Jennifer to discuss what it really means to build a business that can operate (and even sell) without you. She shares how to stop playing small, why profit is the number that actually matters, and how to turn your lifestyle business into a true asset. From knowing your numbers to hiring top-down and documenting everything, Shay makes the intimidating side of money and valuations feel surprisingly doable. Hit play to get your financial wake-up call and start treating your business like the valuable asset it is! About Shay Bacani: Shay is the founder of Centure Financial and a Certified Financial Planner who helps entrepreneurs turn lifestyle businesses into true assets. She believes every business owner should understand their numbers and how those numbers drive scalability, sustainability, and long-term valuation. With a passion for education, Shay translates complex financial concepts into actionable strategies that empower her clients to build wealth and make confident decisions. Her approachable yet strategic style has made her a trusted guide for business leaders who want to align day-to-day operations with long-term growth. centurefinancial.com/meet-founder Today we will cover: (03:20) Meet Shay (05:50) What it means for a business to be “sellable” (11:45) The financial foundations that make or break your valuation (24:30) Why business is moving back to community and transparency (32:00) Hiring top-down; why a fractional C-suite can change everything (36:25) What metrics to track as you scale to multi-six figures and beyond (46:45) Understanding valuations and how investors really price your company (50:40) The inner work of building a business that lasts VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Moxie & Fourth - Register Now for Route To Results Cozy Earth - Use code COZYTIQUE for 20% off
What if money wasn't actually a math problem but a feelings problem in disguise? Erin and Keri sit down with Carl Richards - the “Sketch Guy” from The New York Times - for a refreshingly human conversation about the chaos of financial decision-making, why our spouses drive us nuts about money, and how to finally find the “one thing that really matters.” Carl Richards is a Certified Financial Planner™ and creator of The Sketch Guy column in The New York Times, where he spent a decade turning complex money ideas into simple Sharpie sketches. After accidentally applying for a job in “securities” (he thought it said “security guard”), Carl built a career helping people think differently about money. He's the author of the bestselling books The Behavior Gap and The One-Page Financial Plan, host of Behavior Gap Radio, and founder of The Society of Advice. When he's not writing or speaking, Carl's usually skiing or biking Utah's mountain trails with his wife, Cori, and their four kids. Join our online community: www.getthehelloutofdebt.com Leave us a voicemail message here: www.speakpipe.com/erinskyekelly Get your copy of Carl's new book, “Your Money: Reimagining Wealthy in 101 Simple Sketches” here: https://amzn.to/4oamNaL It's available TODAY. You can find Carl online here: Instagram Purchase Get The Hell Out Of Debt and Naked Money Meetings online or from your favorite bookstore. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a Text Message and suggest a topic or guest!Money stress usually feels like a numbers problem, but what we're really missing is a shared picture of the future. We dig into the tug-of-war between kid expenses now and retirement later, and we show how a simple, faith‑grounded vision transforms everyday choices.With Josh, a Certified Financial Planner (with many other certifications!), and our own marriage as the test lab, we get practical about defining your ideal day when you retire, naming the deeper why behind “big” desires like a vacation home or a classic car, and reframing them as tools for family unity, service, and dignity rather than just indulgence.Josh and I discuss:• casting a shared retirement vision rooted in values• replacing guilt with a deeper why for desires• small, consistent steps over perfect plans• monthly or quarterly money check‑ins together• common mistakes when trying to implement• teamwork, repair, and forgiveness as financial skillsI want you to share this episode with your spouse! This is a way for you to get the conversation started. If you aren't subscribed already, be sure to add the Families of Character Podcast to your subscriptions. Make twice the impact on marriage and families this October with a donation to Families of Character. Your donation goes directly to helping subsidize tuition for couples who can't afford 100% of our already discounted couples coaching, the Thriving Family Accelerator.
In this can't-miss episode of Dollars & Sense, hosts Joel Garris and Zach Keister tackle the timely topics reshaping America's financial landscape. They kick off with a deep dive into tariffs—cutting through the headlines to reveal how the U.S. economy remains resilient, why the actual costs may be less than you think, and what you can do to protect your portfolio.Next, they demystify the Great Wealth Transfer, exposing the gap between Gen Z's inheritance expectations and the realities Baby Boomers face, from rising healthcare costs to shifting family values. You'll hear practical advice and real-life stories that show how open conversations and professional planning can make all the difference. Joel and Zach also explore the dynamics of staggered retirement—why most couples don't retire at the same time, the financial benefits and emotional hurdles involved, and actionable strategies to help partners plan for this new reality. Drawing on client experiences and their “Next Gen Dollars and Sense” workbook, they share tips to help listeners budget smarter, communicate better, and turn uncertainty into opportunity. Whether you're worried about market volatility, planning for inheritance, or figuring out retirement timing with your spouse, this episode delivers step-by-step solutions, expert insights, and engaging banter.
Many people believe that earning more income will automatically lead to wealth, but that's not how financial freedom works. Real wealth isn't about how much you make, it's about how much you keep and what you do with it. In this episode of Wise Money, we are sharing practical ways to boost your savings, no matter your income level. Season 11, Episode 9 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney Watch this episode on YouTube: https://youtu.be/EkQ3fiTpyBY 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.
Mike Milligan is a Certified Financial Planner, Adjunct Professor, host of “One of a Kind” Financial Show, author, husband and father. Check out Mike's “The One of a Kind Financial Plan”, the coaching program for financial pros and the course “Personal Financial Planning”. Discount code to get $50 off for the PFP course with the code “ODU 50”. www.mikemilligan.com 0.00: A little about Mike's background 5.00: Biggest mistakes people make (lack of tax planning) 13.00: Why you should buy your home now 17.00: Budgeting for the future (pay yourself first) 25.00: Being an adaptable in the AI world 32.00: Investing in companies you believe 37.00: Building financial discipline 44.00: Bitcoin is investing in freedom 52.00: Being in the “profit with purpose” business (not just profit) 58.00: Capital is still flowing into the US with the depreciating dollar 1.01.00: Advice for new fathers Until next time, love and good vibes. Podcast Website: https://enterthelionheart.com/ Check out the latest episode here: Apple Podcast: https://podcasts.apple.com/us/podcast/enter-the-lionheart/id1554904704 Spotify: https://open.spotify.com/show/4tD7VvMUvnOgChoNYShbcI
Today's guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He's also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches. In today's episode, Carl discusses the emotional aspects of money and how our perceptions of wealth can be influenced by societal norms and personal experiences. He introduces concepts like the emotional balance sheet and the overnight test for investment decisions, emphasizing the need to align financial choices with personal goals rather than external pressures. The discussion also touches on the impact of news and social media on financial behavior. (0:00) Starts (1:15) Introduction of Carl Richards (5:32) Emotional aspects of money (12:19) The overnight test (20:26) Focusing on what you can control (24:36) Fundamental investing principles (28:11) Social comparisons and social media effects (32:28) The concept of perceived wealth (37:16) Lifestyle inflation and hedonic adaptation (44:39) Diversification and performance chasing performance (48:22) The impact of news on investments and when to sell (52:13) Scarcity vs abundance mindset (54:51) Celebrating milestones, Carl's future plans, and reader responses ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
Come Back to Love® Radio: Money Clarity and Confidence for Women Summary: Robyn Vogel and guest Tatiana Sunik, a fiduciary wealth advisor and Certified Divorce Financial Analyst, explore how women can gain clarity, confidence, and control over their finances. Drawing on her 23 years in wealth management and personal experience with divorce, Tatiana shares practical strategies for aligning money decisions with life values. Together, they discuss the emotional side of money, the importance of early financial conversations, and how proactive planning can reduce stress and create long-term security and freedom. Topics Covered: Tatiana's journey from wealth advisor to empowering women through finance The emotional and historical factors that keep women disconnected from money The role of values-based financial planning in creating clarity and confidence How early financial conversations can prevent conflict and strengthen relationships Strategies for building security: automation, retirement planning, and long-term care Bio: Tatiana Sunik, CFP, CDFA is the founder of Hera Financial and a Wealth Advisor with Forum Financial LP, dedicated to guiding individuals and families through life's most pivotal transitions with clarity and confidence. With over two decades of experience at leading firms including Smith Barney, Raymond James, and Klingman & Associates—a $4 billion boutique RIA recognized by Barron's and Forbes. Tatiana offers institutional-grade expertise in executive compensation, retirement strategies, tax planning, and multigenerational wealth transfer. A CERTIFIED FINANCIAL PLANNER professional and Certified Divorce Financial Analyst®, she combines technical fluency with a personal mission to empower women to own every chapter of their financial story. Fluent in English, Russian, and Ukrainian, and a classically trained pianist, Tatiana brings both global perspective and creativity to her practice, inspiring clients to approach their financial future with resilience, clarity, and confidence. Website: https://www.herafin.com/event-list Free Gift: Coffee with a CDFA® Learn more about Robyn here: https://www.comebacktolove.com
In this episode of Your Retirement Planning Simplified, Joe breaks down the five and a half guaranteed retirement income sources every Canadian should understand—from CPP and OAS to pensions and annuities. Learn how to build a dependable retirement income floor so you can retire with confidence and weather any market conditions. Key Takeaways from this Episode Defined Benefit Pensions – A disappearing but powerful guaranteed income source, backed by employers or plan sponsors. Know your plan's funding health and inflation protection. Canada Pension Plan (CPP) – One of the most reliable lifetime income streams. Delaying CPP can act as “longevity insurance,” boosting payments by 8.4% per year after age 65. Old Age Security (OAS) – Government-funded and guaranteed, but subject to clawbacks for higher-income retirees — making tax-efficient withdrawal strategies critical. Annuities – Think of these as “do-it-yourself pensions.” You exchange a lump sum for guaranteed lifetime income, ideal for those who value simplicity and peace of mind. Guaranteed Minimum Withdrawal Benefits (GMWBs) – Hybrid investment-insurance products that can provide guaranteed income while keeping you invested, though often with complexity and higher fees. Bonus (“Half”) Sources: GIS for lower-income retirees and rental income, which may feel stable, but lacks a true guarantee. Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/invitation-link/88QG1TMQ12 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-process/ Don't forget to like, comment, and subscribe for more simplified retirement planning insights! ABOUT JOE CURRY Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he is committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ https://www.facebook.com/RetirementPlanningSimplified/ https://matthewsandassociates.ca/ 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.
Colin and Mara'D—both airline FOs and cast members from The Rehearsal—join Max and Dylan to dissect the tricky dynamics of speaking up in the right seat. Why is it so hard, and what makes it easier? The crew digs into SOP gaps, CRM training, real-world examples like Asiana 214, and the subtle art of being a chameleon in the cockpit. Plus: bizav vs. 121 culture, and how personality plays a bigger role than you think. Connect with Colin on Instagram Connect with Mara'D on Instagram Check out Season 2 of The Rehearsal to watch Mara'D (episode 2) and Colin (episode 4) Show Notes 0:00 Intro 2:15 Speaking Up 13:00 Getting Involved in the Show 17:41 Wings of Voice & Training 30:56 Considering Personality 41:19 Flying with the Same People 47:05 Final Thoughts & Reflections Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.
When it comes to Social Security, everyone has an opinion, but what does the math (and financial planning) actually say? We searched our YouTube comments to respond to your most common frustrations and misconceptions about Social Security. From "I don't want to spend down my own money first" to "I'll just invest my Social Security checks," we unpack the truth behind listener questions and comments. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney Watch this episode on YouTube: https://youtu.be/KGxKPu9j6kk 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.
Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. 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 along, with Mercer Advisors colleague Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS, Director of Financial Planning. They discuss how you may be impacted by the changes. Listening Time: 28 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.
Brian Thompson chats with Carl Richards — Certified Financial Planner™, creator of The New York Times “Sketch Guy” column, and bestselling author of “The Behavior Gap” and “The One-Page Financial Plan.” Carl's simple Sharpie sketches have transformed how millions of people think and talk about money. In his latest book, “Your Money: Reimagining Wealth in Simple Sketches”, he shares 101 drawings and essays designed to spark deeper conversations about money, values, and what matters most. In this conversation, Brian and Carl dive into the emotional side of money and debate whether money actually can buy happiness. Episode Highlights A good sketch can start a conversation. Carl said the impetus behind his new book is simple: we're not talking about money in the right way. Instead of focusing on financial “noise” like markets and TV pundits, he wanted to give people tools to have conversations that align money with their values. “Really good financial decisions happen when we make a little bit of meaning out of money,” Carl said. “We're getting clear about our purpose.” Money = feelings. Carl's first sketch in the book, and arguably the most powerful, is simply, “Money = Feelings.” He emphasized that money evokes an emotional response, whether that's anxiety, freedom, or joy. “We're not talking about spreadsheets and calculators,” Carl said. Order can be powerful. Bringing order to chaos can provide a sense of control when life feels overwhelming. Whether it's finally sorting through a pile of unopened mail or cleaning the garage, creating a sense of order can help ease anxiety and overwhelm. “There are so many global things going on that are out of our control,” Carl said. “If you feel nervous or scared, go clean the garage, do the dishes, do something that gives you a sense of control and order.” Money can buy happiness — if you spend it right. Can money buy happiness? Carl believes the answer is yes — if you know how to spend it. Money spent on meaningful experiences with loved ones or exerting more freedom over your time is money well spent. “Nobody wants more money,” he said. “They want what they think money will give them, and if you don't do the work to figure out the difference, then more money won't buy you happiness.” Resources + Links Carl's newest book: “Your Money: Reimagining Wealth in Simple Sketches” Bulk order “Your Money: Reimagining Wealth in Simple Sketches” and save an additional 5% by using the code YourMoney5 at checkout Carl's other books: The Behavior Gap and The One-Page Financial Plan Episode 40: Making Complex Ideas Simple with Carl Richards Carl's podcast: Behavior Gap Radio The Society of Advice online community of financial planners Carl's New York Times column Follow Carl Richards Online: Website, Instagram, X, LinkedIn Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.
Before you dive in—make sure your team isn't missing a critical first step in protecting your revenue. Check out our free guide on Eligibility & Billing Verification to prevent costly claim denials before they happen.In this episode of NatRevMD, Dr. Heather Signorelli chats with Omar Morillo, Certified Financial Planner and founder of Imperio Wealth Advisors, about how physicians can protect their assets, save on taxes, and plan for the future.They dive into smart business structures, asset protection, pension plans, and estate planning—the often-overlooked essentials that keep your hard work secure.If you're a healthcare professional looking to strengthen your financial foundation and safeguard your legacy, this episode is a must-listen.
In this episode of the 'Widow Wisdom and Wealth' podcast, host Donna Jean Kendrick chats with Kathy Lentz, owner of Kindred Soul, a company specializing in life celebrations. Kathy shares her journey to becoming a certified life celebrant and discusses the importance of pre-planning one's funeral to lighten the emotional burden on loved ones. They delve into various aspects of planning, including the personal touches that make a celebration of life memorable. They also discuss the value of openly communicating end-of-life wishes with loved ones. Kathy offers insights into her role, working with funeral homes to create meaningful, personalized services, and hints at her plans to expand her services to include event planning for funerals. The episode aims to motivate listeners, particularly widows, widowers, and divorcees, to consider planning their own funerals to ensure their personalities and wishes are honored. 00:00 Introduction to Today's Podcast 00:10 Meet Kathy Lentz: Owner of Kindred Soul 00:41 Motivation for Listeners: Planning Your Own Funeral 01:37 Welcome to Widow Wisdom and Wealth Podcast 01:52 The Importance of Planning Your Own Funeral 03:08 Kathy Lentz's Background and Experience 04:54 The Role of a Life Celebrant 07:12 Kathy's Journey into the Funeral Industry 11:12 The Value of Pre-Planning Funerals 16:34 Helping Families Through the Grieving Process 20:09 Future Plans and Services 22:27 Encouragement for Career Changers and Entrepreneurs 22:49 Kathy's Journey: From Hospital System to New Beginnings 23:43 A Touching Tribute: Red Nose Day Funeral 26:00 Personal Stories: Unexpected Funeral Moments 29:17 Planning Ahead: Making Funeral Arrangements 31:24 Final Thoughts: Wisdom and Reflections Thanks to our guest Kathy Lentz Connect with Kathy Cell - 484-767-2356 www.kathyklentz@gmail.com www.info.kindredsol@gmail.com _______________________________ CONNECT WITH DONNA
In this two-part episode, Tim Pope tackles two critical topics for pilots heading into 2026: real estate strategy and savings goals. First, Jade Barnett, USAF Veteran, Chief Operating Officer at Beacon Relocation (sponsor) joins the show to break down current market conditions, what buyers and sellers can expect across various metro areas, and how to navigate PCS or base-related moves. Plus: a new listener-exclusive promo for Pilot's Portfolio listeners - 25% of your agent's commission back when working with Beacon.In the second half, Tim addresses the question: “How much should I be saving right now?” He walks through how to think about savings rates based on where you are in your career, the impact of the NEC, and how time horizon and compounding influence the outcome, outlining considerations to help you better understand your target savings rate.What You'll Learn from This EpisodeReal Estate Market Snapshot: Why prices are softening and how buyer leverage is increasing, even with high rates.Pilot Relocation Planning: Tips for base transfers, PCS timing, and narrowing down options.Buy or Rent?: How to assess your current home and what a CMA (Comparative Market Analysis) can reveal.VA Loan Flexibility: How veterans and spouses can reuse or combine benefits strategically.Q4 Closing Trends: Why more buyers are closing in December and January.Buying with a Strategy: Spreadsheet mindset: compare square footage, districts, and yield.Boots on the Ground: Why talking to local agents early gives you an edge.Beacon's Year-End Promo: Pilot's Portfolio listeners who contact Beacon in Q4 2025 get 25% of agent commission credited toward closing costs - on both the buy and sell sides - Promo Code: BeaconPilot2025 (valid through all 2026 closings)Savings by Career Stage: How targets shift with your time horizon and how NEC contributions help.Compounding in Action: How even modest contributions grow with time.Early Saver Advantage: Why frontloading builds margin for the future.Resources:Visit https://www.beaconrelocation.com/ to learn more. Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comTimothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.
In this episode of Dollars & Sense, host Joel Garris breaks down the critical steps to "die better"—or at least be better prepared—by mastering the essentials of estate planning. Drawing from Chapter 19, "Death: The Other Certainty," of the Next Gen Dollars and Sense book, Joel shares practical advice to help listeners avoid common estate planning pitfalls and protect their loved ones. The episode highlights the different ways property transfers after death, including operation of law, operation of contract, and wills, explaining how each impacts your financial legacy. Listeners will discover tips on titling property, the importance of beneficiary designations, and strategies for making the process smoother, such as using Transfer on Death (TOD) or Payable on Death (POD) addenda and understanding the use of ladybird deeds. With real-life scenarios and actionable guidance, this episode is a must-listen for anyone who wants to take control of their financial future and ensure their wishes are honored. Tune in to learn how proactive estate planning can ease the burden for your family and spark meaningful conversations around the holidays!
As college tuition soars - the price tag may seem daunting - but it's important to know most families don't pay the full amount. Experts say discounts and negotiations are common - and can drastically lower costs. Ed Gjertsen, Certified Financial Planner and Founder of Engage Wealth Group in Chicago, joins Rob Hart on the WBBM Noon Business Hour with the details...
Most people have heard that Roth IRAs can be a powerful tool, but many don't realize that the timing of a Roth conversion is just as important as the strategy itself. If done right, a Roth conversion can save you thousands of dollars in taxes and help you build long-term, tax-free retirement income. In today's episode of Wise Money, we're breaking down the top five times when you should consider doing a Roth conversion. Season 11, Episode 8 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney Watch this episode on YouTube: https://youtu.be/uJvVoa-fSU0 Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Episode 196: Smart Money Moves for Family Vacations with Skyler Fleming For most families, the biggest obstacle to taking that dream trip isn't time—it's money. The good news? With a little planning and some smart financial strategies, you can make vacations happen without draining your savings or piling on debt. In this episode, Rob talks with Skyler Fleming, Certified Financial Planner and host of the Money Talks podcast. Skyler shares practical tips to help families budget, save, and plan so travel dreams can become travel memories. From avoiding credit card traps to involving kids in the budgeting process, this conversation is packed with actionable advice for making travel financially doable—and fun. What You'll Learn in This Episode: Why “splurging comfortably” is possible with the right budgetThe first steps families should take when creating a vacation budgetCommon costs families forget to plan for (and how to avoid surprise expenses)How far in advance you should start saving for a big tripSimple savings strategies that won't eat into everyday essentialsThe truth about credit card rewards—and how to use them wiselyFun ways to involve kids in vacation budgeting and decision-makingWhy planning ahead reduces pressure and makes vacations more enjoyable About Our Guest Skyler Fleming is a Certified Financial Planner and the host of the Money Talks podcast, where he helps people build strong money habits. His practical, down-to-earth approach helps families think differently about budgeting and saving so they can enjoy life—and travel—without financial stress. Learn more at MoneyTalk.show. Resources & Links Visit Skyler's website: MoneyTalk.showListen to the Money Talks podcast on your favorite platformFollow The Family Vacationer on Instagram and Substack Don't Miss Rob's upcoming book, The Family Vacationer: A Parent's Guide to Meaningful Travel, is on the way! Filled with stories and tips to help you make your trips more meaningful, it's coming soon—stay tuned for details.
Markets focus on President Trump's next moves, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
What scared the markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
What scared the markets, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Markets focus on President Trump's next moves, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.
Discover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-newsletterGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.
In this episode of the Know Your Numbers REI podcast, host Chris McCormack welcomes special guest Jennifer Aube, a Certified Financial Planner, Certified Kingdom Advisor, and Chartered Financial Consultant who combines financial expertise with a deep passion for faith-driven leadership. She is pursuing her PhD in Organizational Leadership, where she focuses on leadership, followership, and organizational culture on a practical scale.With years of experience in financial planning and consulting, she thrives on guiding individuals and families to align their money with their values and purpose. Jennifer is also the author of Naked Wealth, a book that helps readers uncover their financial story and establish a strong foundation for stewardship and financial decision-making.Join Jennifer as she dives deep into the biblical perspective on money and what true stewardship really means. Discover how faith connects with financial planning across every stage of life, from building a foundation in your early years to managing wealth with wisdom later on. She also breaks down common money habits, explains the purpose of different financial tools, and shares practical insights on how to handle financial challenges within relationships. Whether you're navigating budgeting as a couple, planning for the future, or simply seeking to align your finances with your faith, this discussion offers valuable lessons and real-life guidance you won't want to miss! This episode is a valuable resource for anyone looking to align their financial decisions with their faith and long-term goals.••••••••••••••••••••••••••••••••••••••••••••To connect with Jennifer, visit her Social Media Platforms:Facebook: https://www.facebook.com/JenniferAubeWealthManagement/Instagram: https://www.instagram.com/jenniferwaube/?hl=enWebsite: https://www.jenniferaube.com/••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Most retirees view mandatory RIF withdrawals as a tax trap—but what if they're actually a strategic advantage? In this episode, Joe Curry explains how smart RIF planning can reduce lifetime taxes, protect OAS and government benefits, and even help grow wealth. Learn how to use income smoothing, tax brackets, and the three-bucket strategy to master retirement income planning. Key Takeaways · RIF withdrawals aren't a punishment—they're part of a tax-deferred system designed for the decumulation phase of retirement. · Starting RRSP withdrawals early can smooth out income and prevent OAS clawbacks later in life. · The pension tax credit offers up to $2,000 in RIF withdrawals tax-free after age 65. · Using the three-bucket strategy—pre-tax, tax-free, and taxable—helps optimize annual withdrawals and minimize taxes. · Annual reviews are essential to adapt your withdrawal strategy as tax rules, income, and benefits change. —------------------------------------------------------------ Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/invitation-link/88QG1TMQ12 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-process/ Don't forget to like, comment, and subscribe for more simplified retirement planning insights! —------------------------------------------------------------ ABOUT JOE CURRY Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he is committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ https://matthewsandassociates.ca/ https://www.facebook.com/RetirementPlanningSimplified/ ABOUT RETIREMENT PLANNING SIMPLIFIED Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.
Dylan opens from an echo chamber (literally) and the guys kick around first impressions of Gulfstream's newly announced G300 versus the G280—windows, avionics, “longest cabin,” and whether depreciation and warranty keep the new-metal carousel spinning. Mailbag hits everything from those mysterious skid marks on SNA 20R and whether an RJ type helps more than becoming a check instructor, to Phoenix haboobs, GA commuting from the islands, and a listener swag request. Flight Advice: a 40-year-old “late bloomer” with 1,600 TT/500 multi weighs fractionals vs. regionals; Dylan and Max lay out a strategy heavy on networking, patience, and targeted moves. Plus: disc golf as the stealth layover hack and a quick ode to SAN's shiny new terminal vibes. Show Notes 0:00 Intro 3:34 G300 Thoughts & Musings 27:26 Reviews 30:08 Mailbag 45:14 Flight Advice Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.
n this episode of Dollars & Sense, hosts Kristin Castello and Chet Cowart dive into the hottest topics shaping your retirement future, including the latest proposed changes to 401k investment options and critical updates to catch-up contributions for those aged 50 and above. If you're curious about how alternative investments like crypto and private equity might soon enter your 401k, or how upcoming tax regulations could affect high earners, this episode has the answers you need to stay ahead. Kristin and Chet break down three main topics: Alternative Investments in 401ks: The current administration's push to add new choices to your 401k sounds appealing, but comes with risks, fees, and potential complications. Learn how these changes could impact your account—and what history has taught us about “too good to be true” investments. Major Tax Changes for High Earners: Starting in 2026, those earning $145,000 or more must put catch-up contributions in Roth accounts, losing some valuable tax deductions. Find out who's affected, what loopholes exist, and how to plan ahead to avoid nasty surprises on your tax bill. Consolidating Retirement Accounts: Should you roll your old 401ks and IRAs together? Get practical advice on direct transfers vs. 60-day rollovers, when consolidation makes sense, and which exceptions to watch out for—plus real-world client stories to illustrate what could go right or wrong. With lively banter, relatable client examples, and clear calls to action, Kristin and Chet make complex financial changes easy to understand—and actionable. Whether you're nearing retirement, a high earner facing new rules, or just looking to simplify your finances, you'll come away with smarter strategies for protecting your nest egg. Ready to take control of your retirement? Click to listen, get expert insights, and discover how Dollars & Sense can help you make the most of every opportunity—no matter where you are in your financial journey.
Medicare is going through some of the biggest changes we've seen in years, and the impact on your retirement planning could be significant. Premiums for Medicare supplement prescription drug plans are expected to rise sharply, and the way you budget for healthcare in retirement may need to shift. In this episode of Wise Money, we break down what these changes mean, why costs are increasing, and how you can prepare. Season 11, Episode 7 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney Watch this episode on YouTube: https://youtu.be/XF-KsdkFHQ4 Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Ep. 311Join Gabriel Shahin, Certified Financial Planner and host of "More Knowledge, More Wealth," as he dives deep into the incredible impact of lower interest rates on your economy, infrastructure, and personal finances.In this must-watch episode, Gabriel reveals:The power of low interest ratesSmart debt managementInvestment opportunitiesEconomic stimulationThe "Great Recalibration".Don't miss out on the crucial insights that could save you money and accelerate your wealth! This episode is packed with actionable advice that you wished you had during the last interest rate reduction period.
Late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors
Rob Black looks at late Friday headlines and looking back at the week, EP Wealth's advisor Chad Burton discusses building your wealth, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge where you can meet EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio
If you are facing a divorce, you likely need a team of professionals to protect your interests. In addition to your divorce attorney, you may consider involving your financial planner for a clear understanding of the important financial considerations for your future. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They welcome Mercer Advisors colleague Lorraine Eugenio, CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst. Listening Time: 26 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Grow predictably, protect your family, and give you lifetime access to cash, while also securing your retirement. Mark Willis, CFP®, shares how to think differently about money, maximize retirement income, and pay for college without going broke. Dial in and use tools like dividend-paying whole life insurance and annuities to build financial independence. Key Takeaways To Listen For The first step to building a solid money plan Main difference between term insurance (renting) and whole life insurance (owning) Why whole life policies grow predictably and can still fund outside investments Annuities as the most efficient tool for guaranteed lifetime income Effective strategies that create lasting wealth and exit options Resources/Links Mentioned In This Episode The Business Fortress by David Barnett and Mark Willis | Kindle and Paperback Debt by David Graeber | Paperback The Road Less Stupid by Keith J. Cunningham | Kindle and Hardcover Check out The Business Fortress webinars, available through New Banking Solution, for powerful business and financial insights. Don't forget to sign up at https://newbankingsolution.com/. About Mark Willis, CFP®Mark Willis, CFP®, is a Certified Financial Planner™, best-selling author, and the owner of Lake Growth Financial Services, a Chicago-based firm helping clients take control of their finances with safe and predictable strategies. He co-hosts the Not Your Average Financial Podcast™, where he teaches how to pay for college without debt, invest in real estate, and create tax-free retirement income that can't be outlived. Mark has been recognized as a three-time #1 Best-Selling Author and is on a mission to help people think differently about money, become their own source of financing, and build lasting financial freedom. Connect with Mark Website: New Banking Solution | Lake Growth Podcast: Not Your Average Financial Podcast™ | Apple Podcasts and Spotify LinkedIn: Mark Willis, CFP® Facebook: Lake Growth Financial Services Instagram: @notyouraveragefinancial YouTube: Not Your Average Financial Podcast™ Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554
Benjamin Bailey (@flybenfly) joins Max and Dylan for an honest, hilarious deep dive into aviation's influencer world, airline interview faceplants, and the realism gap on pilot social media. For professional pilots, this episode cuts through the curated BS to talk timing, authenticity, and bouncing back after setbacks. From CRM failures to career detours, Ben brings the real talk with a dose of humor. Hit play and subscribe for the stories you're not getting on your For You page. Follow Ben on Instagram @flybenfly Ben's WWII Aircraft Engine Youtube Channel @flightdojo Show Notes 0:00 Intro 2:29 Upgrading to Captain 9:45 It's All Timing 13:56 The Interview Gauntlet 31:24 Pilot Career Stories 48:38 YouTube Deep Dive 56:38 Spirit Story Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.
© 2020-2025 Ivy Podcast Discovery LLC
