Podcasts about certified financial planners

Losing a spouse is one of the most difficult transitions in life, emotionally and financially. We're sitting down with Tayler Rhoda CFP® to discuss the unique financial challenges widows and widowers face, especially in retirement. 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/BmnVJmeoEb4  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.

A listener asks the question every pro pilot eventually faces: should you stay put and try to fix what's broken in your flight department, or cut bait and move on? Dylan and Max bring in Jenny Showalter and Jim Lara to explore the real-world tradeoffs. From career coaching to leadership insights, they share what to weigh before pulling the ripcord—or digging in to make change happen. It's candid talk about loyalty, burnout, and how to navigate tough calls in business aviation. To contact Jenny Showalter, visit showalter.com To contact Jim Lara, visit graystoneadvisors.com Show Notes 0:00 Intro 2: 23 Unprofessional Operations 14:59 Structure, Culture, Excellence 28:01 Plan B 33:38 Investigation Red Flags 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.  

Brian Thompson marks a major milestone with Episode 100 of the Mission Driven Business podcast! In this special retrospective, Brian reflects on 10 standout episodes that made a lasting impact and continue to resonate in his business and life. Whether you're new to the podcast or a long-term listener, Episode 100 captures the heart of the conversations that Mission Driven Business is all about. Episode Highlights 1. Mike Michalowicz put profit first In Episode 7, Mike Michalowicz flipped the traditional profit formula, redefining how business owners can approach cash flow. Mike's episode gave language and structure for something many business owners struggle with. 2. Brian Thompson opened up on the mic In Episode 8, Brian got personal about how and why he started his own firm, Brian Thompson Financial. It was the first time he allowed himself to really be open on the mic, talking about fear, imposter system, and the drive to create something meaningful. 3. George Kinder asked the right questions In Episode 14, George Kinder's thoughtful and grounded presence shone through as he advocated for life planning, which connects a financial plan to an individual's most meaningful goals. His three Kinder Questions have helped many people get clear about what they want their lives to look like. 4. River Nice led with empathy In Episode 20, River spoke so clearly about how marginalized communities -- especially the LGBTQ+ community -- experience guilt or shame around money. The episode is a powerful reminder that empathy can be a superpower. 5. Anjali Jariwala wrote a new entrepreneurial story In Episode 42, Anjali Jariwala shared how she built a thriving financial planning firm, only to turn around and write a children's book that broke sales records. It's a powerful reminder you can build whatever business you want -- and that your business can evolve with your creativity. 6. Krish Himmatramka proposed using profit for good In Episode 57, Shark Tank alum Krish Himmatramka proved you can build a business for-profit and for-impact. His ethical engagement ring company commits to its values every step of the way. 7. LaSean Smith talked to 100 customers In Episode 69, LaSean Smith advised new entrepreneurs to have 100 conversations in order to build a business that people actually want to use. If you're early in your business, LaSean's advice is clear, tactical, and values-based. 8. Hugo E. Gomez looked before he leaped In Episode 79, Hugo E. Gomez tested his business idea and built a proof of concept before making the leap to full-time entrepreneurship.Now his business is thriving by serving a market overlooked by mainstream brands. 9. Channyn Lynne Parker taught philosophy In Episode 83, Channyn Lynne Parker got poetic, talking about purpose, letting your path unfold, and trusting yourself even when it's hard. But Channyn really stands out for turning the children's song “Row, row, row your boat,” into a life philosophy. 10. Masami Sato showed that small actions make a big impact In Episode 93, Masami Sato shared how she started her company with a toddler in her kitchen and built it into a global force for good. Her company, B1G1, is built on the idea that small actions, done consistently, can change the world. Resources + Links Episode 7: Being Profit First with Mike Michalowicz Episode 8: Why I Started My Mission-Driven Business Episode 14: Living Your Passion with George Kinder Episode 20: Defining Your Niche with River Nice Episode 42: Creating The Products You Want with Anjali Jariwala Episode 57: Going from Startup to Shark Tank with Krish Himmatramka Episode 69: Building A Business For Financial Independence with LaSean Smith Episode 79: Niching Down with Hugo E. Gomez Episode 83: Braving Discomfort to Live Your Purpose with Channyn Lynne Parker Episode 93: Harnessing The Power Of Small To Create Global Impact With Masami Sato Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes   About Brian and the Mission Driven Business Podcast  Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

In this eye-opening episode of The Power Hour, host Eugene Shatsman welcomes back  Adam Cmejla, Certified Financial Planner, Founder and Owner of Integrated Planning & Wealth Management, and Host of 20/20 Money Podcast — to pull back the curtain on the relentless “compression” squeezing optometry practices right now.    As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

You've probably heard the saying, "The best day of your life is when you sell it": and no, we're not talking about boats. We're talking about self managed rental properties. In this episode, Tim is joined by Trevor Flor, Navy veteran, former Delta pilot, and now a real estate investment advisor specializing in DSTs (Delaware Statutory Trusts) and 1031 exchanges at Aimpoint Investments. Trevor breaks down how 1031 exchanges really work, why DSTs were created, and how this is one potential approach to consider.What You'll Learn from This Episode1031 Exchanges Demystified: How selling investment property can be one potential approach to consider, depending on individual circumstances.DSTs as a Solution: Why Delaware Statutory Trusts were created, how they enable fractional ownership, and when they work best.Three DST Strategies: Using DSTs as a primary, backup, or complementary approach depending on your goals and exchange value.Timeline Rules That Matter: The 45-day identification window and 180-day close deadline - and what happens if you miss them.Partial Exchanges and Cash Boot: Can you peel off cash from a sale and still do a 1031? Yes, but at what cost?Accredited Investor Requirements: What qualifies you for DST access and what documentation you'll need.Types of DST Properties: From multifamily and industrial to storage, hotels, and more - what's available and how it's selected.Resources:Trevor Flor's firm, Aimpoint Investments: www.aimpointinvest.comSchedule 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.

Jeremy's mission is to provide exceptional customer service to all clients and anyone who engages Keystone for financial advice through utilization of industry knowledge and tactical advice pertinent to each individual's evolving financial needs.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

Ready to take control of your finances and break free from the mental traps that sabotage your savings? In this episode of Dollars & Sense, hosts Joel Garris and Zach Keister share their expert advice on building stronger personal financial habits, including face-the-numbers budgeting and the power of automating savings. But they don't stop there—they dive deep into the surprising ways your mind can trick you through cognitive biases, revealing how illusions of control, hindsight, anchoring, and recency bias can derail even the best financial plans. From actionable tips like the 50/30/20 rule and crafting an emergency fund, to fascinating real-world stories of clients who overcame credit hurdles, this episode is packed with insights for listeners at every stage of their financial journey. Joel and Zach break down the psychology behind money decisions, offering easy-to-follow strategies to help you stay focused, avoid costly mistakes, and make the most of your hard-earned dollars. Curious about how to protect your investments, boost your financial confidence, and outsmart the common biases holding you back? Click to listen and empower yourself with the tools and wisdom to achieve lasting financial wellbeing—and maybe even learn how to make your favorite cocktail along the way! 

Major tax law changes are here in 2025. Are you ready to take advantage of them before year-end? In this episode of Wise Money, we break down the most important updates from the Secure Act 2.0 and One Big Beautiful Bill Act (OBBBA) and show you how to proactively plan so you pay the least amount of tax over your lifetime. We cover the increase of the SALT cap from $10,000 to $40,000, how the new senior deduction works, the truth about the so-called "no tax on tips" and "no tax on overtime" rules, and why charitable giving in 2025 offers a rare and unique planning opportunity. Season 11, Episode 4 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/9dO6QoF1CaQ  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.

Wealth management is often seen as a numbers game—assets under management, returns, tax exposure—but for Paul Carroll, it's always been about people first. As the CEO and founder of Avion Wealth, Carroll has spent nearly two decades building a firm that redefines what it means to serve high-net-worth individuals and families. With a philosophy rooted in trust, leadership, and strategic clarity, he has grown Avion Wealth into a firm that manages over $850 million in assets, while maintaining a deep personal connection to clients and team members alike. Carroll's approach to wealth management was shaped by his early life experiences—arriving in the U.S. at 17 with just $200, joining the Air Force to fund his education, and eventually earning degrees from the University of Maryland and Texas A&M. That grit and resourcefulness laid the groundwork for a professional path that would favor clarity over complexity, service over sales. Rather than adopting the standard broker-dealer model, Carroll built Avion Wealth around a consultative framework designed to deliver holistic financial planning that aligns with clients' evolving goals and values. A central theme of Carroll's leadership is the development of a self-managing team. He's the first to admit he didn't know everything when he started out, but his drive to learn—paired with an unwavering curiosity—helped him grow both as a leader and a strategist. He believes firmly in the idea that the people who get you to one level of success may not be the same ones who take you to the next. That's why hiring, mentorship, and team development are non-negotiable components of his wealth management philosophy. Surrounding himself with A-players has allowed him to shift his role from day-to-day management to visionary leadership, which continues to propel the firm forward. For business owners and executives navigating their own financial journeys, Carroll's message is clear: complexity doesn't equal effectiveness. In fact, one of his biggest lessons came during the 2008 financial crisis, when a strategy designed to attract a niche market completely missed the mark. Instead of folding, Carroll pivoted quickly—realigning his firm's focus on the types of clients who truly valued their model. That flexibility, paired with a willingness to act and adjust, has become a defining element of his wealth management strategy. Ford Saeks, a longtime business strategist and host of Fordify LIVE, highlights the importance of this kind of mindset. Whether you're leading a financial advisory firm, a franchise system, or a high-growth startup, the principles are the same. Leadership isn't about knowing everything—it's about creating an environment where growth, curiosity, and clear execution thrive. Saeks often emphasizes that business success is built on systems, people, and positioning—three areas where Carroll's leadership offers a practical blueprint. One area where Carroll stands out is his perspective on referrals and business development. Rather than focusing on transactions or outbound marketing, he invests in relationships with centers of influence—accountants, attorneys, and other professionals who trust him enough to introduce their clients. That kind of trust isn't earned overnight. It's built through reputation, results, and the ability to consistently deliver value. Carroll notes that people don't refer others to help you—they refer because they believe you can help someone they care about. In a field where technical knowledge is table stakes, Carroll brings a human-centered lens to wealth management. His firm's success has been shaped not just by financial acumen, but by an ability to listen, lead, and stay aligned with clients' real-world needs. Whether advising on tax strategies, succession planning, or charitable giving, Carroll and his team act less like service providers and more like partners—guiding clients through every stage of growth, transition, and legacy. For professionals looking to elevate their own approach to wealth management—or simply lead with more intention—the takeaways are clear: Build a team that supports your vision. Stay curious. Act before you're ready. And never underestimate the power of meaningful relationships. Watch the full episode on YouTube. Catch future episodes of Fordify LIVE every Wednesday at 11:00 a.m. Central on all social media platforms. New podcast episodes of The Business Growth Show release every Thursday. About Paul Carroll Paul Carroll is the founder and CEO of Avion Wealth, LLC, a firm dedicated to delivering client-first, consultative wealth management solutions for high-net-worth individuals and families. With a background in finance, military service, and leadership, Paul built Avion Wealth to challenge the traditional sales-driven advisory model by prioritizing strategic planning, open communication, and long-term relationships. He is a CERTIFIED FINANCIAL PLANNER™ and leads a high-performing team that shares his commitment to excellence, trust, and service. To learn more about Paul Carroll and the services offered by Avion Wealth, visit AvionWealth.com. About Ford Saeks Ford Saeks is a Business Growth Accelerator with over two decades of experience helping organizations—from startups to Fortune 500s—generate over a billion dollars in sales. As the President and CEO of Prime Concepts Group, Inc., Ford is known for his ability to help businesses attract loyal customers, elevate brand visibility, and drive strategic innovation. An accomplished entrepreneur, Ford has founded more than ten companies, authored five books, and holds three U.S. patents. His impact spans marketing, leadership, and operational performance, with a focus on delivering real-world results. A recognized expert in AI prompt engineering, Ford recently shared his insights at the Unleash AI for Business Summit, where he explored how tools like ChatGPT are transforming business strategy and the customer experience. Learn more about Ford Saeks at ProfitRichResults.com and watch his TV show at Fordify.tv.

Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career just before 9/11, how market crashes pushed him toward technical analysis, and why he uses sports and weather analogies to help clients understand investing. From building financial plans that manage both money and emotions, to teaching advisors how to grow thriving practices, Adam offers a candid look at lessons learned over two decades in the industry. Episode Timestamps: 01:00 – Adam's background: Ohio State, trauma surgery dreams, and the pivot to finance 07:00 – Starting at a brokerage firm just before 9/11 09:00 – Why Adam embraced technical analysis after the early 2000s crash 12:00 – The “NFL playoff teams” analogy for investing 15:00 – Tornado sirens, trend following, and managing risk 18:00 – Dealing with investor emotions and building confidence 20:00 – Why every client needs a financial plan, not just portfolio management 23:00 – The three charts Adam always shares with clients 27:00 – Stoplight charts, seasonality, and short-term signals 31:00 – Balancing strong uptrends with seasonal weakness 33:00 – Mistakes early in Adam's practice and lessons learned 34:00 – The story of coaching another advisor to $7M in new AUM in 14 weeks 36:00 – How Adrenaline Advisor Consulting helps advisors grow faster Key Takeaways:

You're smart. You've worked hard. You've built a career, cared for your family, and handled challenges most people couldn't imagine. And yet—when it comes to money—you sometimes feel stuck, behind, or even ashamed.Here's the secret most people don't talk about: being “good with money” isn't about IQ, math skills, or how many degrees you have. It's about clarity, confidence, and the courage to lead your financial life like a CEO.In this episode, Certified Financial Planner™ and behavioral strategist Monica Kaufman shares how to stop outsourcing your power and finally step into financial leadership—no matter where you're starting from.What We Talk About:What is a Wealth MindsetThe most important thing to do with your paycheckHow to shift from fear into clarityWhat IS Financial Freedom?Episode Resources:⁠⁠⁠⁠Monica ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode of Widow Wisdom and Wealth, Donna interviews Marie Alessi, who shares her journey into widowhood and how she has navigated the complexities of raising two boys while dealing with profound loss. Marie discusses her mission, her books, and her TED Talk, emphasizing her unique approach to leading through grief with joy. Marie recounts pivotal moments, including a crucial conversation with her late husband, the emotional struggles following his sudden death, and the support that helped her find a new purpose. Now a bestselling author, keynote speaker, and grief coach, Marie offers inspiration on embracing joy in the face of grief. The episode highlights Marie's upcoming speaking engagement at the Sydney Opera House and provides insights into her movement, Loving Life After Loss.   00:00 Introduction to Marie Alessi 01:13 Marie Alessi's Background and Personal Loss 03:17 The Pivotal Conversation and Its Impact 06:15 Practical Steps and Challenges Post-Loss 10:25 Marie Alessi's Career and Mission 11:28 The Early Days of Grief 19:08 Turning Grief into Empowerment 23:52 Creating a Movement: Loving Life After Loss 27:47 Conclusion and Future Endeavors   Connect with Marie: https://www.linkedin.com/in/marie-alessi https://www.facebook.com/MarieAlessiPublicFigure https://www.mariealessi.com/     Connect with Donna:

Are you prepared to safeguard your financial future and tackle the challenges of estate settlement? In this episode of Dollars & Sense, we dive deep into the essentials of risk management—from understanding investment volatility to balancing risk and reward for lasting financial health. Discover practical strategies like diversification, setting clear financial goals, and building emergency funds to protect what matters most. But that's not all! We also unravel the complexities behind estate planning and the often-thankless role of the executor. Learn how to avoid common pitfalls, reduce family conflicts, and streamline the process for a smooth transition of assets. Packed with insights from the acclaimed "Dollars and Sense" and "Next Gen Dollars and Sense" books, this episode equips you with actionable tips to take charge of your finances and confidently navigate life's big transitions. 

On this episode, hosted by Mike McNamara, we focus on personal finance and wealth management. Mike McNamara underscores the importance of living within one's means, which he defines as spending less than one earns and consistently saving at least 10% of income for retirement. He supports this advice with concerning statistics about Americans' financial preparedness, particularly for retirement, highlighting how many individuals rely heavily on Social Security. The program also features listener calls, with one caller seeking advice on tax implications for inherited retirement and bank accounts and the use of a family trust for estate planning, further illustrating practical financial considerations. 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/

College planning doesn't have to break the bank. From 529 plans and tax credits to student loans and smart money habits, this episode of the Wise Money Show walks you through practical strategies to help families save for education, reduce student debt, and set students up for lifelong financial success.  Season 11, Episode 3 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/YPLYGLHZeWE  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Welcome to Ask Paul Tripp, a weekly podcast from Paul Tripp Ministries where pastor and best-selling author Dr. Paul David Tripp answers your questions, connecting the transforming power of Jesus Christ to everyday life.Today, Paul answers a question we received from a Certified Financial Planner about saving for retirement and preparing for potential long term care needs. If you have a question you'd like to ask Paul, you can email ask@paultripp.com or submit it online at PaulTripp.com/Ask.Redeeming Money: How God Reveals and Reorients Our HeartsPaulTripp.com/Money

Broadcom stocks soar on word of working on New AI Chip with OpenAI, The Die With Zero Rule, 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

Broadcom stocks soar on word of working on New AI Chip with OpenAI, The Die With Zero Rule, 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.

The ADP private payrolls report showed an increase of 54,000 in August but Economists expected 75,000 jobs, NFL commissioner Roger Goodell offered a teasing 'maybe' when asked if Taylor Swift will perform at the Super Bowl in Santa Clara, 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 ADP private payrolls report showed an increase of 54,000 in August but Economists expected 75,000 jobs, NFL commissioner Roger Goodell offered a teasing 'maybe' when asked if Taylor Swift will perform at the Super Bowl in Santa Clara, 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.

Sign up for early access to our upcoming finance course here>>> https://autumn-sky-2941.kit.com/0f2b011d3c  Are student loans really good debt? Should you pay them off fast or play the long game?  In this episode, we have the pleasure of hosting student loan professional Emma Crawford, as we explore repayment philosophies, PSLF essentials, common pitfalls, and the best strategies for physicians, whether you're in academia, hospital-based, or private practice. Whether you're just out of med school or deep into repayment, this episode includes practical insights to help you make smarter financial moves. After graduating with her master's degree in Counseling Psychology from the University of Minnesota in 2016, Emma was saddled with student loan debt. She felt overwhelmed and confused by the intricacies of the different repayment plans and Public Service Loan Forgiveness (PSLF) program but didn't know who to contact or who to trust for help and support. Knowing there had to be a better way, she dedicated her time and efforts toward becoming a financial planner to help others feel less alone as they navigate the complex world of federal student loan debt. As a CERTIFIED FINANCIAL PLANNER™ professional, Certified Student Loan Professional®, and founder of October Loan Strategies, she creates fully customized student loan plans with concrete, step-by-step instructions to help clients minimize payments and maximize forgiveness. So far, she has consulted on over $100 million in student loan debt and helped clients receive $10 million in student loan forgiveness - and has won a few awards along the way! In this episode, we share strategies for cracking the code on student loans as we answer questions like; What are some different philosophies regarding paying back student loans? Do we pay them off rapidly, or play the long game? What are some common student loan management strategies that are used for physicians in academic jobs? Hospital based? Private practice? Should you consolidate your loans into one? And more!

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Shares of the Google parent jumped 8 percent after a federal judge ruled that Google can keep its Chrome browser which avoided the worst-case outcome for the tech giant, 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 eye-opening episode of The Power Hour, host Eugene Shatsman welcomes back  Adam Cmejla, Certified Financial Planner, Founder and Owner of Integrated Planning & Wealth Management, and Host of 20/20 Money Podcast — to pull back the curtain on the relentless “compression” squeezing optometry practices right now. 

It's not uncommon for some folks to look back on their personal financial history and have some remorse. 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 a recently released Bankrate survey identifying some of the drivers of financial regrets, how they've changed over the years, and how to address them. 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.

Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just cardstock and a Sharpie. The column ran weekly for a decade. This journey began when Carl applied for what he thought was a job as a “security guard,” only to find out the ad actually said “securities.” That slight misstep sparked a lifelong dedication to reshaping how we think about money.Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financial and investment events worldwide—from Australia to South Africa, the UK, and major economic centers across Europe, Canada, and the United States. His bestsellers, The Behavior Gap and The One-Page Financial Plan, have been translated into over ten languages and continue to resonate globally.Through his daily podcast, Behavior Gap Radio, which now has over 1,000 episodes and over one million downloads, Carl shares new perspectives on aligning our resources with what truly matters. His latest audio project, 50 Fires, backed by executive producers Chip and Joanna Gaines, explores the intersections of money and meaning with guests like Pete Holmes, David Whyte, Krista Tippett, and his favorite guest by far, his wife, Cori.Carl founded The Society of Advice, a community of financial planners dedicated to the craft of advice. They gather for a monthly online workshop and frequent retreats in Park City, Utah.In 2025, Carl will release a new book that, true to form, will be unlike anything seen in the personal finance section—and you better believe there will be sketches (101 of them, to be exact).Pre-Order: Your Money: Reimagining Wealth in Simple SketchesWhen he's not exploring ideas about money, Carl, a Wilderness First Responder, can be found navigating Utah's high mountain ridges on foot, skis, or bike. Married to Cori since 1995, they have four kids, whom they consider their best friends.For information about Carl Richards speaking to your organization or appearing on your podcast, click here.TwitterInstagramLinkedInEpisode Summary:In this special episode of Money Roots, host Amy Irvine welcomes Carl Richards, also known as the Sketch Guy of the New York Times. The discussion centers around Carl's innovative new book, which serves as both a financial guide and conversation starter, featuring 101 insightful sketches and essays about personal finance. Through this medium, Carl aims to encourage meaningful dialogue about money—a subject often avoided yet deeply impactful in our personal lives. From his unconventional start in finance to becoming an influential voice in financial planning, Carl's journey is a testament to reshaping how people perceive and engage with money.Throughout the conversation, Carl emphasizes the critical role of conversations in financial planning, advocating that understanding and clarity arise from dialogue. Amy and Carl delve into the book's thematic sections, exploring how each segment—from...

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Shares of the Google parent jumped 8 percent after a federal judge ruled that Google can keep its Chrome browser which avoided the worst-case outcome for the tech giant, 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.

Max returns from the Idaho backcountry with a Cub full of stories—starter failures, in-flight repairs, surprise rafting, wildlife rescues, and nearly becoming the emergency contact for a hiker with a head injury. This standalone episode is a wild tale of aviation adventure, mechanical mayhem, and resourceful fixes. No mailbag or flight advice this time—just pure story time from the sticks. Strap in and enjoy the highs (and literal downdrafts) of off-the-grid bush flying. Show Notes 0:00 Intro 3:35 The Adventure Begins… 14:41 Darkness Falls 28:47 Heading Out 40:36 TL;DR Highs and Lows 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.  

Investors took profits on bull market winners with the unofficial end of the summer season, September is seasonally a poor month for equities, 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

Investors took profits on bull market winners with the unofficial end of the summer season, September is seasonally a poor month for equities, 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.

What if you could add a million dollars to your business without selling a single extra unit or finding new clients?  In this episode of Business and Exit Planning Simplified, Joe talks about the profit gap, the silent drain that lowers your business value. He  explains what the profit gap is, how to measure it, and simple steps you can take to close it. You'll learn why buyers care about profit more than revenue, how higher margins increase both your income today and your future sale price, and why cleaning up your finances makes your company more attractive. Whether you're planning to exit in 1 year or 10 years, closing the profit gap is one of the fastest ways to increase business value and secure your retirement. Here's what you're in for: 00:00 Identifying the profit gap 02:57 How to close the profit gap 06:36 Why normalizing financials matters 10:21 Strategies to increase profitability 14:27 Final thoughts and next steps —------------------------------------------------------------- ABOUT JOE  CURRY Joe Curry is the host of Business and Exit Planning Simplified and the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario. A Certified Financial Planner and Certified Exit Planning Advisor, Joe is passionate about helping business owners maximize value, plan successful exits, and find purpose beyond their business. His mission is to ensure clients retire with confidence—financially secure and personally fulfilled.   You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/               https://www.facebook.com/RetirementPlanningSimplified/                https://matthewsandassociates.ca/    ABOUT BUSINESS AND EXIT PLANNING SIMPLIFIED The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.  —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Looking Back at August, 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

Ready to supercharge your retirement strategy? In this episode of "Dollars and Sense," host Joel Garris tackles two of the biggest questions facing today's retirees: how to check off the 5 essential boxes for early retirement, and how to demystify Required Minimum Distributions (RMDs) so you can keep more of what you've earned. Discover the crucial steps you must take if you're dreaming of leaving the workforce before age 65 — from navigating health insurance to maximizing your retirement contributions, deciding the best time to claim Social Security, and the importance of vanquishing high-interest debt. Then, get the inside scoop on RMDs: what they are, why they matter, how rule changes could impact your withdrawal strategy, and smart ways to avoid costly tax surprises. If you want to retire with confidence, avoid common pitfalls, and make sense of the latest financial rules, this episode delivers expert advice, practical tips, and a lively conversation designed to empower your financial future. Tune in now and set yourself up for retirement success! 

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Looking Back at August, 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.

Thinking about tapping into your retirement accounts to buy a home or cover a big move? In this episode of Wise Money, we break down the pros and cons of using IRA or Roth IRA funds for non-retirement needs like down payments or relocation costs. We'll also answer listener questions on Roth conversions later in life, inherited IRA planning, and the five-year rule on Roth withdrawals. Season 11, Episode 2 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: 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.

Back of a Napkin ideas, Quantum Computing companies, 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

Back of a Napkin ideas, Quantum Computing companies, 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.

Investors largely looked at the numbers as affirming the AI boom, Nvidia which makes up about 8 percent of the S and P 500 reported results that beat Wall Street's estimates with booming revenue growth of 56 percent, 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

Investors largely looked at the numbers as affirming the AI boom, Nvidia which makes up about 8 percent of the S and P 500 reported results that beat Wall Street's estimates with booming revenue growth of 56 percent, 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.

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Adam Phillips Managing Director of Investments at EP Wealth on the markets, 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

Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, Adam Phillips Managing Director of Investments at EP Wealth on the markets, 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.

Want to raise money-smart kids? In this Best of MKM episode from 2020, Andy Hill sits down with Liz Frazier, Certified Financial Planner and author of Beyond Piggy Banks and Lemonade Stands. Liz shares practical strategies parents can use to teach their young kids the value of money—starting as early as age four. From understanding needs vs. wants to saving, giving, and making smart spending decisions, Liz outlines fun and effective ways to build lifelong financial habits in children. She also tackles common questions around allowances, chores, and how parents can be positive money role models, even if they don't feel financially perfect themselves. If you're ready to help your kids build confidence, generosity, and gratitude with money, this episode is packed with actionable advice and inspiration for families. Resources ⁠⁠⁠⁠Sponsors, Deals and Partners⁠⁠⁠⁠ MKM RESOURCES: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Own Your Time⁠⁠⁠: Pre-order my first book today! ⁠⁠⁠MKM Coaching⁠⁠⁠⁠⁠⁠: Want 1-on-1 support with your family finance journey? Book a time with me today. ⁠⁠⁠⁠⁠⁠Coast FIRE Calculator⁠⁠⁠⁠⁠⁠: A free calculator to help you find out when you can slow down or stop investing for retirement. ⁠⁠⁠⁠⁠⁠Mortgage Payoff Calculator⁠⁠⁠⁠⁠⁠: A free calculator to help you see how fast you can become mortgage free. ⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠: Subscribe for free to watch videos of these episodes and interviews. RECOMMENDED RESOURCES (SPONSORS AND AFFILIATES): ⁠⁠⁠⁠⁠⁠Monarch Money⁠⁠⁠⁠⁠⁠ - Best Budget App for Families & Couples ⁠⁠⁠⁠⁠⁠Empower⁠⁠⁠⁠⁠⁠ - Free Portfolio Tracker ⁠⁠⁠⁠⁠Cr⁠ew⁠⁠⁠⁠⁠⁠ - HYSA Banking Built for Families - Get an Extra 0.5% APY with my partner link ⁠⁠⁠⁠⁠⁠Ethos⁠⁠⁠⁠⁠⁠ - Affordable Term Life Insurance ⁠⁠⁠⁠⁠⁠Trust & Will⁠⁠⁠⁠⁠ ⁠- Convenient Estate Planning CHAPTERS 00:00 – Teaching kids the basics of money 02:00 – Why childhood shapes money habits 06:45 – When to start money lessons 08:30 – Needs vs. wants activity 09:45 – Teaching priorities and decision-making 10:45 – Allowance vs. chores debate 12:30 – Save, spend, share jars 13:45 – Making saving fun for kids 15:30 – Encouraging generosity and giving 18:15 – Teaching gratitude with money 20:00 – Helping kids appreciate wealth 21:00 – Parents teaching money (even if not perfect) 22:15 – Simple ways to start today 23:00 – Where to find Liz Frazier's book HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Johnny Sohl Podcast Support: Andy Hill Learn more about your ad choices. Visit megaphone.fm/adchoices

Dylan and Max sit down with James Onieal of Raven Careers for a wide-ranging industry update. James breaks down the latest pilot hiring trends across legacies, regionals, and corporate operators—and why networking still beats any resume hack. From CFIs grinding to 1,500 hours to regionals debating upgrade timing, to cadet program uncertainties and the “pilot leverage index,” this episode maps out what the next 12 months could look like. Tune in for sharp insights and some laughs along the way—your jumpseat briefing on the state of pilot careers. Get in touch with James Onieal Show Notes 0:00 Intro & Oshkosh 5:54 Hiring Increasing 22:51 Aircraft Accident Outcomes 29:06 Rapid Fire Questions 48:10 Career Coaching & AI 1:04:38 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. Click here 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. 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. 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. 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. 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. 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. 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.

Stocks were relatively unchanged as Wall Street awaits quarterly figures from chip giant Nvidia, No more shots: Eli Lilly stock pops after weight-loss pill meets targets in diabetes trial, 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 

Brian Thompson returns for a solo episode packed with practical advice to help entrepreneurs take charge of their numbers. In this mini masterclass, you'll learn how to use your profit and loss, balance sheet, and reconciliation reports more effectively. Whether you love or loathe spreadsheets, this episode gives you the tools to pause, reflect, and make strategic financial decisions to set yourself up for success in the second half of the year. How To Conduct A Mid-Year Financial Review 1. Reconcile and clean up your books First, set aside at least 90 minutes to focus without distractions. Before analyzing anything, make sure your books are clean: Start with reconciliation: Check that your accounting software matches your actual bank transactions and credit card balances. Review your categories: Go through your chart of accounts to ensure expenses are correctly categorized. Review your balance sheet: Ensure your cash balances, accounts receivable, accounts payable, and other liabilities align with what you expect. If not, dig deeper to understand why. 2. Analyze your profit and loss statement Run a profit and loss (P&L) report for the period from January through June and analyze the data: Analyze your revenue: Compare your actual revenue to your goals and prior years. If you offer multiple types of service, break down which ones are driving your revenue and which ones may be underperforming. Analyze your expenses: Look for surprises, categories that you are over budget in, and for subscriptions or tools you no longer use. Calculate your gross and net profit: Ensure you are maintaining healthy margins, and if margins are shrinking, find out why. Look for trends: When looking at the big picture, make sure all the pieces fit together. For instance, if you're spending more on marketing as an expense, you'd expect to have a corresponding higher revenue. 3. Examine your cash flow Cash flow is not just about what you earn -- it's also about what you keep. Use the following steps to make sure cash is flowing into and out of your business strategically: Check your bucket allocations: If you use the bucket system, ensure you are still transferring funds consistently to your various business accounts and that your percentages are still realistic based on current revenue. Review your operating cash flow: Ensure cash is coming in faster than it's going out and that you aren't relying too heavily on credit to cover gaps. Check your accounts receivable: This step is one of the easiest ways to increase your cash flow quickly by following up on outstanding invoices and consistently enforcing your payment terms. Evaluate large expenses: Consider whether you should delay or accelerate spending based on your cash position. 4. Use your mid-year review to propel your business forward Once you understand your numbers in detail, it's time to turn your insights into action: Set or reset financial goals: Use your findings to update your targets for the second half of the year. Make sure your goals are specific, measurable, and tied to your broader vision. Identify quick wins: Look for easy adjustments that make a big difference. Small changes now can have a significant impact on your year-end results. Improve your systems: Make a plan to fix systems that aren't working. Good systems reduce mental load and improve accuracy. Communicate with stakeholders: Share your findings with your team, financial advisor, or coach. Reflect and celebrate: Take a moment to reflect on what is working, and celebrate the fact that you're engaging in this process. Resources + Links Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast  Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the newly passed tax legislation known as the Big, Beautiful Bill and its significant impact on retirement tax planning. They are joined by Taylor Wolverton, a Certified Financial Planner and Enrolled Agent, who breaks down how the standard deduction 2025 increase and new senior tax deductions can help retirees save thousands in taxes. If you've been wondering how the new tax bill 2025 affects your retirement income strategy, this episode delivers clarity, practical examples, and actionable tax planning strategies to help you make informed decisions.Listen in to learn about how these 2025 tax law changes may influence your retirement planning. Taylor walks through a real client case study showing how the standard deduction increase and a special $12,000 senior deduction can dramatically reduce taxable income and create more retirement tax savings. Whether you want to plan for retirement, update your retirement checklist, or make adjustments to secure a better financial future, this episode will help you optimize your income tax planning and avoid leaving money on the table.In this episode, find out:· How the Big Beautiful Bill changes the IRS standard deduction 2025 and what it means for retirees.· Details about the new $12,000 senior tax deduction and who qualifies for it.· How these federal tax deductions can reduce your taxable income and save thousands.· Why your tax strategy for retirement must consider these 2025 tax law changes.· Practical steps for using these updates to maximize retirement tax savings and plan for retiring comfortably.Tweetable Quotes:“An increase in the standard deduction is an increase in tax-free income — meaning less taxes paid for the year.” — Taylor Wolverton“Good tax planning is all about control. The more you understand the rules, the better your chances of securing your retirement.” — Murs TariqResourcesIf you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

On Friday the blue-chip Dow soared more than 800 points or nearly 2 percent to score new all-time intraday and closing highs, In the week ahead Friday's July personal consumption expenditure price index which is the Fed's preferred inflation gauge, 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, Emily interviews Hui-Chin Chen, a Certified Financial Planner specializing in advising globally mobile professionals. Hui-Chin is a managing partner and financial advisor with Jade & Cowry, and she is a repeat podcast guest. Her first interview from 2019 is required listening for international graduate students and postdocs prior to starting this episode. Hui-Chin gives us a bird's-eye view of a simple investing strategy for nonresidents in the US if using a tax-advantaged retirement account proves too complex. Hui-Chin and Emily review the IRA eligibility criteria for nonresidents with respect to fellowship income and married filing separately. They discuss whether and when someone moving out of the US should engage a tax advisor. Finally, Hui-Chin answers one investing and one tax question submitted by subscribers to the Personal Finance for PhDs mailing list.

Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let's talk fundamentals! NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016. Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee. In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices. Check out Left Brain Investment Research Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)

Twenty retirement mistakes you will regret forever, The Future of Robots, 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

Wes Moss is a Certified Financial Planner practitioner and the author of “What the Happiest Retirees Know.” In Part 2 of this conversation with Robert Brokamp, Wes discusses the non-financial keys to a fulfilling retirement and whether more people should retire sooner. Also in this episode: -Chaos at the IRS -Credit card delinquencies are rising, and rates are sky-high -Tools to optimize your Social Security claiming strategy -How to determine whether your mutual fund is winning Host: Robert Brokamp Guest: Wes Moss Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices