Podcasts about certified financial planners

Dylan and Max connect from hotel rooms across the West, with Max prepping for his Cub camping trip to Idaho and Dylan testing out foam ear tips for his ProFlight headset (link in the show notes). In the Mailbag, listeners weigh in on commuting trade-offs, a gear-down hydraulic improvisation involving bottled water, and flying under Bravo airspace with “raw dog radios.” Flight Advice tackles a business aviation bait-and-switch: hard days off evaporating into 24/7 on-call duty. The hosts dig into leverage, contracts, and how to sniff out a toxic flight department. Comply 400 Foam tips for Bose Proflight   Show Notes 0:00 Intro  3:34 CPDLC & Sh!t Landings 11:58 Many Musings 15:46 Gear Review: Bose ProFlight Headset 20:55 Upcoming Education 25:07 Reviews & Comments 28:07 Mailbag 45:51 Flight Advice   Our sponsors: Harvey Watt, offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Visit harveywatt.com to learn more! -- Advanced Aircrew Academy enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. We do this by providing high-quality professional pilot, flight attendant, flight coordinator, maintenance, and line service training modules delivered via the web using a world-class online aviation training system. Visit aircrewacademy.com to learn more! -- Tim Pope is a CERTIFIED FINANCIAL PLANNER™ and a pilot. His financial planning practice provides services to aviation professionals and aviation 401k plans. Tim helps clients pursue their financial goals by defining them, organizing & optimizing resources, planning, implementing, and monitoring their financial plan. Visit https://link.21fivepodcast.com/timothy-pope to learn more. Check out Tim's podcast: The Pilot's Portfolio podcast -- VSL ACE Guide Version – Your All-in-One Pilot Training Resource Stay ahead in your aviation journey with the VSL ACE Guide, meticulously crafted to provide everything you need for pilot training and certification. This guide includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private Pilot, Instrument, Commercial, Airline Transport Pilot (ATP), Certified Flight Instructor (CFI), and Instrument Instructor (CFII) ratings. 21Five listeners get a discount on the guide, click here to learn more! VAERUS MEANS RIGHT, TRUE, AND REAL. Buy or sell an aircraft the right way, using a true partner, to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales | Learn more about the DC-3 Referral Program  --  The 21.5 Podcast is supported by our friends at ProPilotWorld.com - The Premier Information & Networking Resource for Professional Pilots  -- Do you have feedback, suggestions, or a great aviation story to share? Email us info@21fivepodcast.com Check out our Instagram feed @21FivePodcast for more great content and to see our collection of aviation license plates. The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.

Traders awaited key retail earnings including Home Depot, Lowe's, Walmart and Target, Meta's new smart glasses with a display will debut this September cost about 800 dollars down from a more expensive price of over one thousand, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

Should you invest your HSA (Health Savings Account), and if so, how do you actually do it? In this episode of Wise Money, we're answering listener questions on some of the most important areas of your financial life. We kick things off with one of the most common questions we receive: Should you invest your HSA, and if so, how? We'll explain what a Health Savings account is, why it's such a powerful tool, and who should (and shouldn't) consider investing their HSA for long-term growth. We'll also tackle other listener questions. Season 10, Episode 52 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/QWqJYzwO8x4  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.

What it means that cardboard box sales are declining, the Death of the Cellphone, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

What it means that cardboard box sales are declining, the Death of the Cellphone, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

Stocks recovered from lows with investors buying the dip once again in spite of a dour wholesale inflation report, Nvidia as well as Amazon and Microsoft advanced, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

Stocks recovered from lows with investors buying the dip once again in spite of a dour wholesale inflation report, Nvidia as well as Amazon and Microsoft advanced, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

A record-setting session Tuesday sparked by a tamer-than-expected inflation report, Adam Phillips the Managing Director of EP Wealth Advisors with the latest Market Update, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

Selling your business isn't just about the top-line sale price; it's about how much you actually get to keep after taxes, debt payoff, and transition costs. In this Wise Money Spotlight, CFP®, CEPA Jared Moxness joins Mike to unpack the essentials of business exit planning. We cover when to start planning, how to prepare your business and yourself for the transition, the most common ways to sell, tax-efficient strategies to keep more of your proceeds, and how to turn the sale into a reliable retirement income stream.  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/kotXK_5HHm4  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.

Today on the Invest In Her podcast, host Catherine Gray talks with Katherine M. Dean, MBA, CERTIFIED FINANCIAL PLANNER™ professional and founder of OpalWomen—the Women's Division at Opal Wealth Advisors. With over 20 years of experience in the financial industry, Katherine is also an Amazon best-selling author, real estate investor, and founder of the empowerment organization Living Your Worth, Inc. She's a passionate advocate for financial literacy and legacy-building for women and girls and has served as Chair of Girls Inc. of Long Island. Based in Long Island with her wife and daughters, Katherine is committed to helping women align their financial strategies with their values and long-term visions. In this episode, Katherine and Catherine dive deep into the growing power of women in finance—especially in light of the historic transfer of wealth expected over the next decade. They discuss the importance of women feeling empowered to invest, pursue multiple streams of income, and show up in financial conversations with confidence. Katherine shares how OpalWomen fosters these conversations through community-building, retreats, and educational events. The discussion also touches on the impact of alternative investments, the need to increase venture capital funding for women, and the importance of using financial power for social good. Katherine emphasizes that investing isn't just about numbers—it's about aligning your money with your purpose, your joy, and your legacy. Join us for a powerful evening hosted by Opal Wealth Advisors as they present Show Her the Money, a film screening and panel discussion centered on female entrepreneurs and their path to growth. This special event promises wine, delicious food, and meaningful conversation—where wealth meets purpose. Learn more and reserve your spot at opalhamptonsevent.com. opalhamptonsevent.com https://www.showherthemoneymovie.com https://svwomenfoundersfund.vc www.sheangelinvestors.com    Follow Us On Social Facebook @sheangelinvestors Twitter (X) @sheangelsinvest Instagram @sheangelinvestors & @catherinegray_investinher LinkedIn @catherinelgray & @sheangels  

A record-setting session Tuesday sparked by a tamer-than-expected inflation report, Adam Phillips the Managing Director of EP Wealth Advisors with the latest Market Update, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

Corporate pilot (and MrBeast 100-day jet winner) Armando Carrion jumps in to unpack the ops behind living on a Hawker 800 for 100 straight days—no devices, no Netflix, just Part 91 brainpower and a lot of extension cords. We get into air-to-air formation over SoCal and the Grand Canyon (yep, with a Bonanza), CRM, and why Armando turned down the “double-or-nothing” 100-day extension. We also talk post-win realities: maintenance bills, management, and why the airplane is probably headed to a new owner. Follow Armando at @flyajc  Watch Armando's Mr. Beast Challenge   Show Notes 0:00 Intro 3:27 Preparing for the Video 12:41 Tech & Logistics 31:21 Physical & Mental Challenges 36:21 Cleanliness 42:15 Flight & Food 54:11 Consequences of Winning 1:09:01 Final Thoughts   Our sponsors: Harvey Watt, offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Visit harveywatt.com to learn more! -- Advanced Aircrew Academy enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. We do this by providing high-quality professional pilot, flight attendant, flight coordinator, maintenance, and line service training modules delivered via the web using a world-class online aviation training system. Visit aircrewacademy.com to learn more! -- Tim Pope is a CERTIFIED FINANCIAL PLANNER™ and a pilot. His financial planning practice provides services to aviation professionals and aviation 401k plans. Tim helps clients pursue their financial goals by defining them, organizing & optimizing resources, planning, implementing, and monitoring their financial plan. Visit https://link.21fivepodcast.com/timothy-pope to learn more. Check out Tim's podcast: The Pilot's Portfolio podcast -- VSL ACE Guide Version – Your All-in-One Pilot Training Resource Stay ahead in your aviation journey with the VSL ACE Guide, meticulously crafted to provide everything you need for pilot training and certification. This guide includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private Pilot, Instrument, Commercial, Airline Transport Pilot (ATP), Certified Flight Instructor (CFI), and Instrument Instructor (CFII) ratings. 21Five listeners get a discount on the guide, click here to learn more! VAERUS MEANS RIGHT, TRUE, AND REAL. Buy or sell an aircraft the right way, using a true partner, to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales | Learn more about the DC-3 Referral Program  --  The 21.5 Podcast is supported by our friends at ProPilotWorld.com - The Premier Information & Networking Resource for Professional Pilots  -- Do you have feedback, suggestions, or a great aviation story to share? Email us info@21fivepodcast.com Check out our Instagram feed @21FivePodcast for more great content and to see our collection of aviation license plates. The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.

Stocks rose as investors breathed a sigh of relief that a tamer-than-expected inflation report might give the Federal Reserve the green light to cut interest rates next month, The consumer price index rose 2.7 percent on an annualized basis in July, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

Nick Hopwood, Certified Financial Planner and Founder of Peak Wealth, shares key insights on the current financial landscape, highlighting that the market now predicts an 80% chance of a Federal Reserve rate cut next month, even as upcoming inflation data is expected to settle around 2.7%. He notes that 15% of Nvidia and AMD chip sales in China will now be redirected to the U.S. Treasury, while stock buybacks are on track to hit an all-time high this year. Despite August typically bringing negative surprises, this year shows extreme complacency with the VIX volatility index below 16, indicating low market volatility. Hopwood also critiques the Bureau of Labor Statistics for inaccuracies, pointing out that last month's jobs numbers were significantly overstated by 258,000.   For a free Roth conversion analysis, visit www.PeakWM.com/Gruber 

Brian Thompson chats with Amy Cosper, former Editor-in-Chief of Entrepreneur Magazine, award-winning journalist, and author of the new book, “The Ultimate Guide to Startup Success.” In this episode, Amy brings fierce honesty, contagious energy, and deep wisdom about what it really takes to build a mission-driven business in uncertain times. You'll also hear some of the biggest legal and financial mistakes founders make and be reminded why entrepreneurship can be a radical act of hope and defiance. Episode Highlights Mission-driven businesses don't have to be altruistic. Amy describes a mission-driven business as one fueled by a higher purpose, but she's careful to clarify that purpose doesn't have to be altruistic. “Having a mission-driven or purpose-driven company is what you stand for,” she said. “It doesn't have to be altruistic, but it is what you believe in.” The mission should be the company's soul that emanates out to the branding, business plan, and revenue streams. As a consultant to startup founders, Amy routinely sees that entrepreneurs struggle with finding clarity. “If you don't have clarity in what your company does, it's going to be really hard to find your purpose,” she said. Avoid common legal and accounting mistakes. Because entrepreneurs are visionary, they often overlook important, practical needs. Amy shared four, common mistakes she hopes future founders will avoid: Not maintaining accurate books from the start: While you may not want to think about the numbers, it's important to do accurate accounting as a business owner. Not getting an IRS Employer Identification Number (EIN): Your EIN is like a Social Security number for your business and should be tied to your entity. Giving your business short-sighted name: Naming your business after a fleeting trend or something specific to a geographic region becomes problematic when you want to grow. Not understanding how to structure partnership and operating agreements: If you don't plan for how a business will get split up or choose an appropriate business structure, you're setting yourself up for headaches when it's time to pivot. “My hope for the book is that entrepreneurs and founders don't make the same mistakes that I made,” Amy said. ”When you're creating something new, or you're disrupting a known way of thinking, you're not thinking about how to structure an operating agreement or whether it's better as an LLC or S Corp. My advice is to take a pause and do a little bit of research.” Just start. Amy knows people who have been about to launch their business for 20 years. While it's scary to take the first step, she encouraged want-to-be entrepreneurs to just start. “You get to make your own destiny,” she said. “You're in charge.” Resources + Links “The Ultimate Guide to Startup Success” Amy Cosper: 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.

Stocks rose as investors breathed a sigh of relief that a tamer-than-expected inflation report might give the Federal Reserve the green light to cut interest rates next month, The consumer price index rose 2.7 percent on an annualized basis in July, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

In this episode, Joe Curry starts with a tough question: Could your business be worth far less than you expect? Most business owners believe boosting sales and profits is the only way to grow business value. But that's only one piece of the puzzle. What You'll Learn: What the value gap really is and why it matters Why increasing revenue and profit isn't enough How factors like owner dependence, recurring revenue, and customer concentration affect your business value Joe shares practical tips on how to make your business less risky, more scalable, and ultimately more valuable even if you're not planning to sell anytime soon. Here's what you're in for: 00:00 Is Your Business Worth Less Than You Think? 01:20 Understanding the Value Gap 03:02 Key Drivers of Business Value 07:17 Practical Example Marketing Agency 09:21 Why Focusing on Value Matters 10:39 Conclusion and Key Takeaways —------------------------------------------------------------- ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/               https://www.facebook.com/RetirementPlanningSimplified/               https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.  —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

In this episode of 'Widow Wisdom and Wealth,' host Donna Kendrick and her husband Jim discuss the complexities of managing a career and parenting during life transitions, particularly in the aftermath of loss. They explore their personal experiences of giving up careers to focus on family, the challenges of solo parenting, and the importance of maintaining consistency while adapting to new circumstances. The conversation covers the evolution of their parenting styles, dealing with grief, and the significance of taking things one step at a time. Tune in for a candid and insightful discussion on resilience, adaptation, and love.   00:00 Introduction to Today's Podcast 01:04 Meet Your Hosts: Donna and Jim 01:26 Parenting Before and After Loss 04:43 Jim's Perspective on Parenting 07:07 Blending Families Successfully 12:00 Advice for Grieving Parents 14:45 Closing Thoughts and Future Topics     CONNECT

The market once again on the cusp of all-time highs ahead of a week of key inflation reports, The consumer price index is set to be released Tuesday and the producer price index is due out Thursday, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

The market once again on the cusp of all-time highs ahead of a week of key inflation reports, The consumer price index is set to be released Tuesday and the producer price index is due out Thursday, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

Is $1 million enough to retire? It's a question nearly every saver has wondered, and the answer might surprise you. In this episode of Wise Money, we dig into the $1 million retirement goal. What does being a "millionaire" actually mean today? Can you stop saving once you hit that milestone? And how do spending, lifestyle, and longevity factor into your ability to retire confidently? We'll walk through the five key factors that determine retirement success and why your target number may not be the full picture. Season 10, Episode 51 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/OZxLoLOxAA8  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.

The Mag Seven spending on Artificial Intelligence, Where we started with AI and where it's going, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

The Mag Seven spending on Artificial Intelligence, Where we started with AI and where it's going, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

Helping Physicians Better Understand the Business Valuation Models Used in the Marketplace   Guest Presenter: Chris Staples, CFP®, AIF®, Owner of Wealth 360, LLC, Buford, Georgia, United States   Host: Michael Tetreault, CGSP®   Learn More: https://wealth360advisors.com/   Recording Date: 2020   (C) Concierge Medicine Today, LLC. All rights reserved.   About   Chris Staples is the Principal owner of Wealth 360, LLC.; a fee-only Registered Investment Advisory firm located in the greater Atlanta Area. Wealth 360, LLC provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life's transitions.   As a fee-only fiduciary and independent financial advisor, Chris Staples is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Chris typically works with professionals, business owners, and those near and in retirement helping to develop long-term Financial Planning strategies.   Chris holds the CERTIFIED FINANCIAL PLANNER™ designation under the Certified Financial Planning Board of Standards as well as an Accredited Investment Fiduciary® designation through Fi360. He holds a business degree from Indiana Wesleyan University and earned the Certificate of Financial Planning from Oglethorpe University.   Chris served as President of the National Association of Insurance and Financial Advisors North-Metro Atlanta Chapter [2004-2005]. From 2010-2012 Chris served on the Board of Directors with the Financial Planning Association as the ProBono Chair.   WEB SITE: https://wealth360advisors.com/   LEARN MORE, Connect With Chris directly at: https://www.linkedin.com/in/stapleschris/   Disclaimers: This content is for educational purposes only and does not provide medical, financial, legal, or professional advice. Concierge Medicine Today, LLC (CMT) is not liable for errors from guest contributions. Users should consult reliable advisors before making decisions. By using this content, you agree to CMT's Terms and Conditions and Privacy Policy, releasing CMT from liability. CMT may remove content without notice, and guest interviews do not imply endorsement. Users assume all related risks. Thank you.

President Donald Trump's global tariffs went into effect, Initial jobless claims came in higher than expected, On the other end is artificial intelligence spending which has helped push tech stocks to fresh highs, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

In this episode of "The Free Lawyer," host and veteran lawyer Gary Miles interviews Melissa Murphy Pavone, a Certified Financial Planner and Divorce Financial Analyst. They discuss the challenges lawyers face balancing finances, career transitions, and personal life—especially during divorce. Melissa shares strategies for financial delegation, mindful money habits, and the importance of open communication. She explains how collaborative divorce and financial planning can reduce stress and foster healthier relationships. The episode emphasizes building financial confidence, aligning money with personal values, and prioritizing experiences over material possessions for a more fulfilling professional and personal life.Melissa is a financial advisor who helps her clients balance their wealth with what matters most. With 18 years of experience, she guides clients through life's most challenging transitions with empathy and expertise.The Shift from Reactive to Proactive Financial Guidance (00:03:29) Collaborative Divorce and the Financial Neutral Role (00:06:26) Customization in Collaborative Divorce (00:10:27) .Financial Mindfulness: Meaning and Application (00:13:29) Balancing Work, Money, and Enjoyment for Lawyers (00:17:47) Delegation, Automation, and Paying Yourself First (00:22:15) Financial Planning for Career Transitions (00:23:54) Unique Divorce Challenges for Lawyers (00:27:06) Knowing Your Numbers: First Steps for Professionals (00:29:50)Time, Money, and Life Satisfaction (00:32:09) Financial Wellness, Mindfulness, and Professional Satisfaction (00:34:16) Redefining Success and Financial Freedom (00:36:37) Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

President Donald Trump's global tariffs went into effect, Initial jobless claims came in higher than expected, On the other end is artificial intelligence spending which has helped push tech stocks to fresh highs, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

In this episode of Retirement Planning Simplified, Joe Curry speaks with Rachael Burns, Certified Financial Planner and founder of True Worth Financial Planning. Rachael specializes in helping women navigate their finances after divorce or the loss of a spouse. She shares practical steps to regain control, avoid emotional financial decisions, and feel empowered in retirement.  You'll hear about the biggest mistakes to avoid, why estate planning matters more than ever, and how to rebuild confidence when planning alone. Check out the show notes for EP153 HERE.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families.  Andy keeps business owners and managers on track by researching and evaluating investment choices to help management maintain the optimum investment menu in each plan.In this episode, Chris and Andrew discuss:1. Planting Seeds for Long-Term Growth: The Power of Patience2. How Financial Advisors Can Learn from ‘The Big Short' and 20083. Women Pioneers in Finance4. Bringing Psychology into Financial PlanningLinkedIn: https://www.linkedin.com/in/andrewhbetts/ Company LinkedIn: https://www.linkedin.com/company/bickling-financial-services/people/ Website: https://bickling.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Apple AI plans, Elon Musk is awarded over 29 billion, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

Market volatility may be keeping you on the sidelines, but when is the right time to get back in the markets? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss FOGI, the emotion that keeps some individuals from investing the markets, which may be driven by the misconception that now may not be the right time. Learn strategies to overcome FOGI. Listening Time: 17 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.

Apple AI plans, Elon Musk is awarded over 29 billion, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

Aubrey Masango chats to Paul Roelofse, Certified Financial Planner who shares some insights around why some people may never get financially independent. They also reflect on ways to increase personal financial independence. Tags: 702, The Aubrey Masango Show, Aubrey Masango, Financial Matters, Financial Independance, Savings, Investments, Planning, Advisor The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Send us a textEver received a legal threat and felt that knot in your stomach? Mediation might be the solution you never knew you needed.Drawing from three distinct experiences with legal mediation over two decades, I pull back the curtain on what really happens when legal disputes arise and how the financial implications affect everyone involved. What started with a dishonest contractor who pocketed $2,000 without completing any work evolved into knowledge that has served me—and my clients—in unexpected ways throughout my career as a financial advisor.The reality is that most people don't understand the actual costs and processes involved when someone threatens legal action. In Orange County, Florida, disputes under $8,000 automatically go to small claims court, often making the attorney fees more expensive than the disputed amount itself. This single piece of information has helped diffuse legal threats before they escalate.My journey through mediation has taught me that preparation is everything. The stark contrast between walking into mediation with thorough documentation versus facing an unprepared opponent has consistently determined outcomes. When I was unexpectedly served papers regarding one of my clients, the meticulous records I maintained as their Certified Financial Planner immediately tilted the scales in our favor.Mediation isn't just about money—sometimes the peace of mind that comes from resolution is worth every penny spent on the process. For those facing potential disputes, resources like Mediate.com and AAAMediation.org provide valuable information to help you navigate this often-misunderstood alternative to litigation.Have you considered how documentation might protect you in a dispute? Are you prepared if someone threatens legal action? Take the first step by understanding your rights and the real costs involved before making decisions that could impact your financial future.Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

How Should You Pay Yourself as a Business Owner? Salary, Dividends, or an IPP? In this episode, Joe chats with Braden Warwick from PWL Capital about how business owners can pay themselves in the smartest way. They break down the pros and cons of taking a salary, dividends, or using an Individual Pension Plan (IPP), a lesser-known but powerful option. Braden shares what he's learned from co-authoring a paper with Ben Felix, and they talk through real-life examples. You'll learn how taxes play into each option, what “notional accounts” are (in simple terms), and how a flexible income plan could help you get the most from your money,both now and in retirement. Here's what you're in for: 00:00 – Welcome and intro 00:24 – Meet Braden and his role at PWL 01:57 – What the research says about business owner pay 04:03 – Tax pros and cons of each method 08:46 – What are notional accounts, anyway? 13:02 – How IPPs work and who they're good for 17:35 – Using a flexible salary strategy 25:49 – Final thoughts and where to learn more —------------------------------------------------------------- ABOUT BRADEN WARWICK Braden Warwick is a PhD Research Engineer who loves turning complex research into practical, high-performing software. With a background in optimization, Monte Carlo and statistical analysis, and stochastic modeling, he's passionate about solving tough problems and making data-driven tools that work in the real world. Braden has hands-on experience with GPU-accelerated simulations, parallel processing, and modern Python and JavaScript frameworks, bringing innovative ideas from theory to production. You can reach out to Braden through: LinkedIn: https://www.linkedin.com/in/braden-warwick-a40b48a3 Website: https://www.bradenwarwick.ca (Personal)              —------------------------------------------------------------- ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/              https://www.facebook.com/RetirementPlanningSimplified/               https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.  —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

In this episode, I sit down with Greg Barnsdale, Certified Financial Planner, Licensed Funeral Director, and author of Do Not Ignore Your Mortality, for a heartfelt conversation about one of life's toughest (but most important) topics: planning for death. We talk about the emotional and financial consequences of avoiding end-of-life planning and why leaning into conversations about wills, funerals, and legacy now can bring clarity, reduce stress, and strengthen relationships later. Greg shares personal stories, including his own shocking brain tumor diagnosis, and insights from decades in both funeral homes and financial offices. Together, we explore how to approach mortality with honesty, courage, and even a little humor, so that farm families can age with less fear and more intention. If you've been putting off those tough conversations or struggling to get your family on board, this episode is a loving nudge to take the next step. Access the full show notes for this episode at elainefroese.com. Discover more about our guest: Greg Barnsdale Elaine Froese Resources: Watch this episode on YouTube. SPEAKING - book Elaine for your next event COACHING - find your Farm Transition Coach MEMBERSHIP - Join the Farm Family Harmony Membership waitlist RESOURCES - download for FREE CONTACT - take the next steps in your transition  BURNING QUESTION? Submit it here for Elaine or her coaches Timestamps 0:02:03 - Greg's background in the funeral industry0:03:11 - Greg's motivation for writing the book0:05:35 - Discussion on preventing family hallway huddles0:12:43 - Why people avoid creating wills0:22:54 - Superstitions about talking about death0:23:38 - Funeral budgeting and changing funeral traditions0:25:07 - Organ donation and healthcare directives0:27:48 - Strategies for planning when family is resistant0:31:59 - How to find Greg and his resources (website)

This episode features financial advisor Justin McNamara and insurance specialist Guy Ziriak discussing the critical role of **income protection through insurance**. They **explore the differences between short-term and long-term disability insurance**, including how they are typically offered (employer-based vs. individual policies), their coverage periods, and the impact of premium payment on taxability. The discussion also **examines factors influencing the cost and complexity of disability policies**, such as occupation, elimination periods, and various riders. Finally, they **briefly touch upon life insurance** as another form of income protection, highlighting its general purpose and common coverage recommendations. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. 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/

Mark Willis, a Certified Financial Planner, shares his journey into financial planning, emphasizing the importance of understanding money and diversification. He discusses the pitfalls of traditional diversification, where assets are often correlated, and introduces the concept of non-correlated assets to create a more resilient financial portfolio. Mark also highlights the benefits of liquidity and the strategic use of whole life insurance policies as a financial tool. His insights aim to empower business owners to protect and grow their wealth effectively.  

In this episode, Timothy P. Pope, CFP®, discusses the newly signed "One Big Beautiful Bill Act" (OBBBA), breaking down the key tax changes and how they'll directly affect your bottom line. Tim explains the impact of maintaining current tax brackets, the increased standard deduction, and significant enhancements to State and Local Tax (SALT) deductions. He covers new provisions for charitable deductions, expanded child tax credits, and special interest deductions on U.S.-assembled vehicles. Additionally, Tim details the substantial improvements to 529 education savings plans and their greater flexibility moving forward.What You'll Learn from This EpisodeUnchanged Tax Brackets: Why maintaining current brackets impacts your tax planning and financial strategies.Higher Standard Deductions: Understand the new deduction levels and how they apply based on your filing status.SALT Deduction Increase: Details on the jump to a $40,000 limit and phase-out thresholds starting at certain AGI levels.Charitable Contributions: How even non-itemizers can benefit from deductions of up to $2,000.Child Tax Credit Boost: Explanation of the credit increase to $2,200 per child and the associated AGI phase-out.Vehicle Interest Deduction: Insight into the tax incentives for financing U.S.-assembled vehicles.529 Education Savings Expansion: Review major improvements, including higher withdrawal limits and new Roth IRA rollover opportunities.Resources:Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more.  Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.

Join Mike Baer and Rob Duncan, a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst (CIMA®), as Rob shares his powerful journey from a finance career to impactful overseas mission. Discover how his 25+ years of financial expertise, now at Global Impact Wealth Management, LLC (), underscores the vital need for business wisdom on the mission field. This episode will inspire you to consider how financial flexibility can unlock God's greater purpose in your life, no matter your stage.

Are you just a few years away from retirement and wondering how to get more of your wealth growing tax-free? In this episode of Wise Money, we're answering a question from a listener who wants to maximize Roth contributions in the final stretch of their career. Should you draw from taxable brokerage assets to fund more Roth contributions? What are the tax implications, limits, and risks to watch out for? We'll talk through the strategy, the tax planning considerations, and how to avoid common pitfalls.  Season 10, Episode 50 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/7EbflSsvgAc  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.

Get your copy of Nikki's book today on Audible, Amazon, Barnes & Noble, and through Bookshop.Org, where every purchase supports your local bookstore.Want a sneak peek of Nikki's book? Download a FREE chapter!IT'S AN ALL-NEW EPISODE! Tune in to hear Nikki's conversation with Certified Financial Planner, Molly Nelson, who stops by to talk about self-care spending and how to spend on yourself guilt-free. Molly shares best practices in money management that will help us moms make educated decisions and thrive financially.Connect with Molly on Instagram or on her website, and be sure to check out her Clarity Calculator.And for an update on why Nikki's been running reruns all summer, follow her on Instagram. Support the showFollow Nikki on Instagram and Facebook! Wanna be on the show or sponsor an episode? Email your pitch to nikki@youridealmomlife.com.

Are you a do-it-yourself investor? Perhaps it's time to consider an alternative. A new study released by The Vanguard Group shows the intrinsic value of working with a financial advisor. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how working with a financial advisor can not only help improve your portfolio performance, but also enhance your emotional well-being, reduce stress and save valuable time. 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.

This week, Dylan and Max talk Oshkosh FOMO, a rogue taxiway takeoff, and some serious Midwestern rental car struggles. Mailbag highlights a listener mapping out his aviation career path and asking if it's possible to fly both corporate and airline gigs at once (spoiler: not easy). Flight Advice tackles how to best spend $8K of National Guard tuition money—seaplane rating, CFI, backcountry flying, or something else entirely? Plus, Starlink outages and the return of our favorite sunshade gear review.   The Killing Zone Book Pilot Armor Sunshades   Show Notes 0:00 Intro & Oshkosh 9:41 Musings: Flights & Tolerance 19:18 Starlink 23:08 Reviews 25:45 Mailbag 44:19 Flight Advice   Our sponsors: Harvey Watt, offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Visit harveywatt.com to learn more! -- Advanced Aircrew Academy enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. We do this by providing high-quality professional pilot, flight attendant, flight coordinator, maintenance, and line service training modules delivered via the web using a world-class online aviation training system. Visit aircrewacademy.com to learn more! -- Tim Pope is a CERTIFIED FINANCIAL PLANNER™ and a pilot. His financial planning practice provides services to aviation professionals and aviation 401k plans. Tim helps clients pursue their financial goals by defining them, organizing & optimizing resources, planning, implementing, and monitoring their financial plan. Visit https://link.21fivepodcast.com/timothy-pope to learn more. Check out Tim's podcast: The Pilot's Portfolio podcast -- VSL ACE Guide Version – Your All-in-One Pilot Training Resource Stay ahead in your aviation journey with the VSL ACE Guide, meticulously crafted to provide everything you need for pilot training and certification. This guide includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private Pilot, Instrument, Commercial, Airline Transport Pilot (ATP), Certified Flight Instructor (CFI), and Instrument Instructor (CFII) ratings. 21Five listeners get a discount on the guide, click here to learn more! VAERUS MEANS RIGHT, TRUE, AND REAL. Buy or sell an aircraft the right way, using a true partner, to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales | Learn more about the DC-3 Referral Program  --  The 21.5 Podcast is supported by our friends at ProPilotWorld.com - The Premier Information & Networking Resource for Professional Pilots  -- Do you have feedback, suggestions, or a great aviation story to share? Email us info@21fivepodcast.com Check out our Instagram feed @21FivePodcast for more great content and to see our collection of aviation license plates. The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.  

How to Calculate Your Wealth Gap and Retire on Your Terms If you sold your business tomorrow, would it fund your retirement? In this episode of Retirement Planning Simplified, Joe Curry breaks down how to calculate your “wealth gap”, the difference between what you need for financial independence and what you already have saved outside your business and home. You'll learn why this number is the foundation for both retirement and exit planning, how to use the 4% rule for back-of-the-napkin math, and what business owners can do today to close that gap and retire with confidence. Here's what you're in for: 00:00 The Big Question About Retirement 01:50 Calculating Your Wealth Gap 02:07 Retirement Lifestyle Goals 02:52 Income from Investments: The 4% Rule 03:33 Considering Taxes in Your Wealth Gap 03:57 Assets and the Wealth Gap 04:45 Closing the Wealth Gap with Your Business 05:12 Financial Independence vs. Retirement 05:31 Reverse Engineering Your Business Sale 06:56 Example Walkthrough 08:13 The Importance of Early Exit Planning 09:50 Conclusion: Bridging Business and Retirement        —------------------------------------------------------------- ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/   https://www.facebook.com/RetirementPlanningSimplified/                https://matthewsandassociates.ca/  ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose. —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

Losing a spouse changes everything, emotionally, mentally, and financially. But while grief is often discussed, the money struggles that come with it are rarely part of the conversation, or just grief in general. From paperwork and decisions to pressure and overwhelm, surviving spouses are often expected to figure it all out. In this episode, Certified Financial Planner and Air Force veteran, Daniel Kopp, talks about the financial side of grief, what widows and widowers really face after loss, the emotional weight behind every decision, and how to find stability when your world feels upside down. He shares both his personal experience and professional insights on navigating life after loss. Daniel Kopp, MA, MS, CFP ®, is a fee-only financial planner, financial therapist, and founder of Wise Stewardship Financial Planning, where he helps young widows and widowers as well as military members organize their financial lives by aligning money with their deeply-held values.  He leverages his experiences as a widower and Air Force veteran to offer a deeper level of engagement and connection with his clients. He is also an XYPN and NAPFA member, as well as being a founding board member of the Military Financial Advisors Association (MFAA). Daniel's education includes his undergraduate with a BS in Economics from Purdue University with highest distinction, an MA from American Military University, a Graduate Certificate in Financial Therapy and an MS in Personal Financial Planning from Kansas State University (KSU). He has been published in the Journal of Financial Therapy for his research on working with widows dealing with money avoidance. https://milmo.co/podcast/life-after-loss For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook

Are you one unexpected expense away from a financial crisis, even if things look fine on the surface? In this episode of Wise Money, we're revealing five hidden signs that you may not be financially secure as you think and helping you identify blind spots, strengthen your financial foundation, and take your next wise step.  Season 10, Episode 49 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/llxdjVBVw0k  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.

Max sweats through fence repairs in 110 °F while plotting an Idaho back-country Super Cub adventure, and Dylan tries (unsuccessfully) to review a “dad-grade” sun-hoodie. In the Mailbag we read spicy reviews, debate the sanity of commuting, and swap credit-card hacks for pilots living on per-diem. Flight-Advice gets heavyweight help from James Onieal of Raven Careers, who steers a listener through the mine-field of a United Flight-Ops internship vs. PC-12 135 gig vs. aerial-survey multi-time. Plus: Reginald stops by for a quick check-in, and Dylan still owes half the world 21-Five stickers. Mr Beast Survive 100 Days Trapped In A Private Jet, Keep It video Show Notes 0:00 Intro 3:36 Max's Musings 17:09 Reviews 19:50 Mailbag 38:13 Flight Advice   Our sponsors: Harvey Watt, offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Visit harveywatt.com to learn more! -- Advanced Aircrew Academy enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. We do this by providing high-quality professional pilot, flight attendant, flight coordinator, maintenance, and line service training modules delivered via the web using a world-class online aviation training system. Visit aircrewacademy.com to learn more! -- Tim Pope is a CERTIFIED FINANCIAL PLANNER™ and a pilot. His financial planning practice provides services to aviation professionals and aviation 401k plans. Tim helps clients pursue their financial goals by defining them, organizing & optimizing resources, planning, implementing, and monitoring their financial plan. Visit https://link.21fivepodcast.com/timothy-pope to learn more. Check out Tim's podcast: The Pilot's Portfolio podcast -- VSL ACE Guide Version – Your All-in-One Pilot Training Resource Stay ahead in your aviation journey with the VSL ACE Guide, meticulously crafted to provide everything you need for pilot training and certification. This guide includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private Pilot, Instrument, Commercial, Airline Transport Pilot (ATP), Certified Flight Instructor (CFI), and Instrument Instructor (CFII) ratings. 21Five listeners get a discount on the guide, click here to learn more! VAERUS MEANS RIGHT, TRUE, AND REAL. Buy or sell an aircraft the right way, using a true partner, to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales | Learn more about the DC-3 Referral Program  --  The 21.5 Podcast is supported by our friends at ProPilotWorld.com - The Premier Information & Networking Resource for Professional Pilots  -- Do you have feedback, suggestions, or a great aviation story to share? Email us info@21fivepodcast.com Check out our Instagram feed @21FivePodcast for more great content and to see our collection of aviation license plates. The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.  

Brad and Rachael Camp tackle listener-submitted questions focusing on bonds, retirement strategies, pensions, and optimizing Roth IRA conversions. Rachael Camp, a Certified Financial Planner, sheds light on various financial independence (FI) strategies—discussing the impact of interest rate volatility on bond investments, the importance of tax planning during retirement, and navigating unexpected inheritances. Timestamps and Key Topics 00:01:10 - Introduction to Bonds 00:03:15 - Bonds vs. Bond Funds 00:24:07 - Pension Strategies 00:27:29 - Roth IRA Conversions 00:45:11 - Handling Inheritance and Taxes Key Insights Understanding Bond Dynamics: Timestamp: 00:04:10: Understanding the inverse relationship between bond prices and interest rates is crucial. Timestamp: 00:16:30: Review your bond strategy annually to assess risks associated with interest rate changes. Bond Funds vs Individual Bonds: Timestamp: 00:21:24: For long-term strategies, individual bonds and bond funds often perform similarly. If you consistently reinvest mature bonds, you effectively manage the same risk as a bond fund. Pension Ramifications: Timestamp: 00:25:53: Use your pension wisely to enhance your tax strategy! Roth IRA Conversion Strategy: Timestamp: 00:34:10: Maximize your savings with strategic Roth conversions, particularly before pension income starts. Inheritance Implications: Timestamp: 00:46:21: Evaluate the impact of any inheritance on your overall tax strategy carefully. Actionable Takeaways Regularly assess your bond exposure and adjust according to market conditions. Prioritize Roth conversions during income gaps in your retirement timeline to leverage low tax brackets. Plan your inheritance withdrawals strategically over the 10-year required period to mitigate tax impacts. Frequently Asked Questions What is the difference between bond funds and individual bonds? Bond funds are collections of bonds that continue to reinvest, while individual bonds are purchased with a fixed interest rate and maturity. This influences cash flow needs and risk tolerance. Timestamp: 00:10:40 How do Roth conversions affect my tax bracket? Roth conversions can fill your tax bracket before pensions begin to reduce available space, maximizing tax efficiency of your retirement income. Timestamp: 00:34:10

Delanie Fischer is joined by Danielle Hayden, CEO of Kickstart Accounting, Inc. and reformed corporate CFO, to help you build a simple, shame-free budget—no stuffy suits or cold offices required—based on your Money Personality Type (Perfectionist, Free Spender, Saver, Balance Seeker). If money stresses you out in one way or another, we get it—and Danielle shares how organizing your finances now can unlock major breakthroughs in your life and work for years to come.Plus:+ What Money Conversations Are REALLY About+ Danielle's Top 4 Finance Tools and Apps+ Your First (or Next) Step Tailored To Your PersonalityMore episodes related to this topic:We Should All Be Millionaires with Author, Rachel Rodgers: https://www.selfhelplesspodcast.com/episodes/episode/49826912/we-should-all-be-millionaires-with-author-rachel-rodgersHow To Build Wealth with Delyanne, The Money Coach: https://www.selfhelplesspodcast.com/episodes/episode/1f2d8edd/how-to-build-wealth-with-delyanne-the-money-coachThe Biggest Mistakes We've Made With Money: https://www.selfhelplesspodcast.com/episodes/episode/24ab6fec/the-biggest-mistakes-weve-made-with-moneyLet's Define What Enough Means To YOU: https://www.selfhelplesspodcast.com/episodes/episode/20310cb2/lets-define-what-enough-means-to-youGrowing Up In "The Poor Family" with Ron Fischer (Delanie's Dad): https://www.selfhelplesspodcast.com/episodes/episode/25c5f83b/growing-up-in-the-poor-family-with-ron-fischer-delanies-dadTransform Your Finances with Certified Financial Planner, Hilary Hendershott: https://www.selfhelplesspodcast.com/episodes/episode/d8a76b01/transform-your-finances-with-certified-financial-planner-hilary-hendershottSupport the podcast, vote on topics, and more: https://www.patreon.com/selfhelplessYour Host, Delanie Fischer: https://www.delaniefischer.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.