Podcasts about certified financial planners

Donor Advised Funds can be used for much more than just simple charitable giving. When used thoughtfully, they become a sophisticated financial planning tool for tax optimization, estate planning, and even investment strategy. We're sharing some advanced financial planning strategies that you can use the Donor Advised Fund for in this episode of the Wise Money Show. Season 10, Episode 38 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.

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.   Episode Highlights:   00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/   …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!:  https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148   Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/   Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/   Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/   For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com   For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos   Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement   Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).   

If you've been watching the financial markets lately, you know that volatility is the name of the game. Prices rise, they fall, and it can feel like you're riding a rollercoaster at times. But here's the good news: Volatility doesn't always have to be a bad thing. In fact, with the right strategy, market downturns and fluctuations can present incredible opportunities for savvy investors.Welcome to The Retirement Fix, a podcast offering strategies for less stress and more success in your go-go retirement years. I'm your host, John Gigliello, a CERTIFIED FINANCIAL PLANNER™ with the Albany Financial Group and I'm here to be your guide to keeping more of your hard-earned money by making smart financial decisions in retirement. This podcast is for people nearing or in retirement who want to learn more about proactive tax planning, retirement income planning, social security timing, investment management and asset protection.  After a life-altering health issue at age 39, my calling in life became clear: To share my knowledge of personal finance with people who are looking to make smart and responsible choices with their money. You can find out more about the services I offer as well as all my contact information on my website: www.jgigliello.com. For any questions, feel free to contact me at jgigliello@albanyfinancial.com.In today's episode, we're diving into a timely topic: How to turn stock market volatility into opportunity. I'm going to share 7 ways you can potentially take advantage of a market downturn and make volatility work in your favor. While I want to touch on all 7 points, we will spend most of this episode talking about tax-loss harvesting - a common strategy that may help you save money by lowering your tax bill. Since this strategy can offset ordinary income, taxpayers in high tax brackets and high-tax states may benefit most.Before I get into the details on the 7 strategies, I want to emphasize that I never encourage clients to try to “time the market,” but rather I urge most investors to stick with the long-term financial plan that we have designed to pursue their individual goals. Market volatility is built into each client's financial plan because we know it's going to happen. But we rarely know when.And even when taking advantage of market downturns in the ways that I am about to explain, it is crucial to not lose sight of the overall plan.

Tim Pope returns to the 21.Five cockpit with a fresh instrument rating and a new venture—360 Aviation Advisors. He breaks down Q1's market turbulence, political biases in financial behavior, and how pilots can prep for leaner flying days. Plus, Dylan and Max dive into “Captain Lifestyle Syndrome” and how to navigate financial FOMO with some flight advice. Visit Tim's website for more information or to schedule a consult. Show Notes 0:00 Intro 6:20 Updates and Q1 15:03 Planning For The Next 6-12 Months 20:53 Airline Slowdowns 33:31 Flight Advice: Realistic Pilot Life   Be sure to subscribe to 21Five's Youtube Channel to see our luggage review videos! Connect with us on LinkedIn Our sponsors: Move your airplane without breaking your back or the bank! Max said the Amigo AeroTow's affordable T1 tug has 'changed his hangar life'. Learn more about AeroTow's family of aviation tugs and see why its earning rave reviews from top 40 aviation podcast hosts around the globe. Use code "21five" at checkout for $100 off any AeroTow product! -- 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 -- 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.

Send us a textWilliam Young's journey as a Certified Financial Planner spans over 21 years, but his most powerful insight comes from an unexpected source—his neurodiversity. As someone on the autism spectrum, William transformed what many would consider a challenge into his professional superpower: the ability to remain emotionally steady during market turbulence when others panic.Our conversation takes us through the Five Pillars framework Jordan uses with clients: mental health, physical health, community service, relationships, and spirituality. With remarkable vulnerability, William rates himself on each pillar, revealing both triumphs and ongoing struggles. His physical transformation story—losing 41 pounds and rekindling his passion for surfing—demonstrates how finding the right community can catalyze profound life changes.The most moving segments emerge when William shares his philanthropic adventures, from rescuing dogs in Peru during the height of COVID to spending 11 days in the Borneo jungle helping rehabilitate orangutans. These experiences reflect his deep connection to animal welfare while providing him perspective-shifting encounters that have shaped his worldview.William's philosophy on "decision hygiene"—spending ten minutes each morning mentally preparing for inevitable frustrations—offers a practical approach to maintaining equanimity throughout the day. His redefinition of what constitutes a "bad day" challenges listeners to reconsider how they frame daily challenges and disappointments.For those seeking to improve their financial health alongside personal wellbeing, William emphasizes that financial independence provides a foundation for pursuing deeper fulfillment. His integrated approach reminds us that true wealth encompasses far more than what's in our accounts—it's about building a life rich in purpose, meaningful relationships, and self-awareness.Connect with William by searching "Will R Young CFP" to learn how his holistic approach to financial planning might help you align your resources with your deepest values.To Learn more about Will: Email: Will.Young@ampf.com To Reach Jordan:Email: Jordan@Edwards.Consulting Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw Facebook: https://www.facebook.com/jordan.edwards.7503 Instagram: https://www.instagram.com/jordanfedwards/ Linkedin: https://www.linkedin.com/in/jordanedwards5/ Hope you find value in this. If so please provide a 5-star and drop a review.Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/intro-call

In today's episode, Sam is joined by Melissa Hoyer, a Certified Financial Planner and Coach at The Wealth Conservancy. Melissa specialises in a holistic approach to financial planning, combining traditional financial strategies with life and wealth coaching. Her mission is to help clients not only manage their finances but also thrive in all areas of life.We explore the emotional, psychological and practical sides of wealth and financial wellbeing, including how understanding your money personality, practicing financial self-awareness, and aligning your wealth with your life goals can create a more fulfilling and balanced life.Listen and discover:What led Melissa to combine life coaching with financial planningHow financial beliefs and patterns shape our relationship with moneyWhat is a "money personality" and how understanding yours can help you thriveWhy it's crucial to align your financial life with your broader life goalsFirst steps for anyone wanting to boost their financial wellbeingHow to navigate the life-changing experience of inheriting wealthDealing with feelings of guilt, shame, or unworthiness around newfound wealthHow wealth can impact personal relationships — the upsides and the downsidesConnect with Melissa:Learn more about Melissa Hoyer and her Way Into Wealth ProgrammeFollow Melissa on LinkedIn

We're joined by Shannon Lee Simmons — award-winning Certified Financial Planner, speaker, bestselling author, Chartered Investment Manager, founder of the New School of Finance, and personal finance writer for The Globe and Mail and CBC Radio's Metro Morning money columnist. Her new book, Making Bank, is written specifically for teens and covers everything from managing money earned through part-time jobs and allowances to saving, spending, and even investing. Shannon also dives into the topics today's teens are genuinely curious about — like crypto, stock memes, online sports betting, and how to afford their Sephora hauls. Whether you're a parent of a teen or just want to better understand how this next generation is thinking about money, this conversation is full of practical insight and useful takeaways. For more on Shannon follow her @shanleesimmons.This podcast is presented by The Common Parent. The all-in-one parenting resource you need to for your teens & tweens. We've uncovered every parenting issue, so you don't have too.Join now for only $6.99 / month & get access to our monthly fireside chats where you can ask us anything! www.thecommonparent.comFollow @thecommonparent on Instagram: https://www.instagram.com/thecommonparent/Join 45,000 parents reading The Cap every week; covering the latest stories in parenting news. https://thecap.beehiiv.com/ Hosted on Acast. See acast.com/privacy for more information.

Health Savings Accounts, better known as HSAs, can be a powerful tool for saving money and reducing your taxes, but they're often misunderstood, especially in the military community, where eligibility can get tricky. If you've ever been confused about how HSAs work, who qualifies, or how they compare to Flex Spending Accounts and TRICARE, you're not alone. In this episode, military spouse and financial expert, Desiree Kaul, breaks everything down. You'll learn what makes HSAs unique, how they can fit into your savings plan, and what military families should know when transitioning out of service or choosing civilian health plans.  Desiree is a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant (ChFC®), Chartered Special Needs Consultant (ChSNC®), Military Qualified Financial Planner (MQFP®), and an Accredited Financial Counselor (AFC®). She has experience in financial counseling, planning, and education, including previous work as a Personal Financial Counselor, educating service members on various financial topics. In 2024, Desiree launched her own virtual practice, Kaul Financial Solutions, offering tax preparation, tax planning, and hourly financial advice. In addition, she assisted in the launch of a new mentorship program with The American College of Financial Services to help military, veterans and spouses successfully transition to a career in financial services. https://milmo.co/podcast/what-military-families-should-know-about-hsas For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook  

In this GB Classic, actor Beverly D'Angelo reflects on life after the Griswolds, why age is just a number, and the challenges women face around aging and image.

Planning for your child's college education can feel overwhelming, but it doesn't have to be. In this episode of Wise Money, we walk through the key steps every parent or grandparent should take when preparing for college costs. From setting clear goals to choosing the right savings strategy, we'll help you understand how to approach this major financial milestone with confidence. Season 10, Episode 37 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.

Nick Hopwood, Certified Financial Planner, Founder, and President at Peak Wealth. Nick and his team of CFP's help clients who are frustrated because they never hear from their advisor and are looking for a second opinion. Check out peakwm.com/gruber to get your second opinion today. The Market Recovery Amidst Tariff Anxiety  

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Shannah Game, CFP, author, podcaster and money wellness expert about changing the way we think about money and her book “Unraveling Your Relationship With Money”. Key takeaways:There isn't a perfect way to do money. Your self worth does not equal your net worth.Create a mindful spending plan with real data. Grant yourself financial forgiveness. Wealth building is a journey. Healing comes through money conversations.Connect with Shannah Game: Website (here)Instagram: @shannahgameLinkedIn (here)Books:Unraveling Your Relationship with Money: Ditch Your Money Trauma so You Can Live an Abundant Life! (Bookshop)Podcast:Everyone's Talkin' Money: Money Secrets Nobody Tells You (Apple Podcasts)Resources mentioned:Ellevest: a woman-first approach to building wealth (here)Invest for Better: a community of women transforming the world through values-aligned investing (here)Wall Street Journal (here)Bio: Shannah Game is a renowned financial expert, Certified Financial Planner™, and Certified Trauma of Money Specialist who's passionate about helping people heal their relationship with money and build unapologetic wealth. As the host of the Everyone's Talkin' Money podcast, with over 26 million downloads, and author of Unraveling Your Relationship with Money: Discover and Ditch Your Money Trauma So You Can Live an Abundant Life, Shannah combines her expertise with real talk to help you ditch money shame, rewrite your money story, and finally feel in control of your finances. When she's not talking about money, you can find her hiking the Blue Ridge Mountains or baking the best cupcakes in Asheville.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Are you thinking about making the leap from a W2 job to being self-employed? Do you want to start your own business on the side while still working as a clinician? Are you ready to build your own business and become an entrepreneur?If so, then today's episode is for you! I have Caleb Pepperday, Certified Financial Planner and Chartered Financial Consultant as my guest. Caleb is back to discuss his own journey from W2 employee to self-employed entrepreneur, including pitfalls and lessons learned along the way. Caleb doesn't sugarcoat the life of an entrepreneur, but he does discuss the many benefits of starting and running your own business. Whether you're looking to join the world of entrepreneurship or looking to make another type of income change, like transitioning to part-time or switching to a lower paying job to avoid burnout, this episode will guide you through the steps you need to take in order to have a solid financial foundation before making that change. FREE RESOURCE

How does debt impact military families differently—and what unique resources are available to help them achieve financial wellness? This episode of Long Story Short explores the mission of the USAA Educational Foundation, unpacking the financial challenges and opportunities that service members and their families face. Mandi Moynihan and Katie Casey Macias, both Certified Financial Planners® and program leaders, share tailored financial education and practical tools designed specifically for the military community.You'll get insider perspective on the challenges military families encounter, such as frequent moves, deployment, and complex federal protections. Discover actionable steps and no-cost resources, including the user-friendly Debt Destroyer program, that empower military households to take control of their finances—without judgment or sales pressure.Listeners will learn:The unique financial pressures faced by military members, including high cost-of-living postings and challenges with spouse employmentThe special laws designed to protect service members from predatory lending and support them through financial difficultiesHow to access the Debt Destroyer program and a wide range of free, self-serve financial education resources from the USAA Educational FoundationKey moments:(04:09) Military Financial Challenges Overview06:16) Debt Challenges for Young Service Members(11:01) Military-Focused Financial Education Tools(12:58) Debt Destroyer: Free Debt Elimination Program

This episode kicks off with Dylan and Max diving into pilot health: UV exposure, compression socks, and the harsh truth about retirement and quality of life. In the Mailbag, listeners share wild MU-2 stories, dream trips, and thoughts on skipping the CFI route. The Flight Advice segment checks in with a second-career pilot trying to break into corporate aviation, revealing how timing, networking, and persistence are the real flight plan to success. This one's for anyone trying to stay in the air—and out of the ER. Check out Aero Shield's Pilot Armor Show Notes 0:00 Intro & Updates 4:33 Max's Musings 16:38 Pilot Health Concerns 38:22 Reviews 41:17 Mailbag 49:54 Flight Advice   Be sure to subscribe to 21Five's Youtube Channel to see our luggage review videos! Connect with us on LinkedIn Our sponsors: Move your airplane without breaking your back or the bank! Max said the Amigo AeroTow's affordable T1 tug has 'changed his hangar life'. Learn more about AeroTow's family of aviation tugs and see why its earning rave reviews from top 40 aviation podcast hosts around the globe. Use code "21five" at checkout for $100 off any AeroTow product! -- 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 -- 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.

In this episode of Portfolio Pulse, host Steven welcomes Justin Nabity — a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant — to discuss the pivotal moments that shaped his entrepreneurial journey. Justin shares how joining Entrepreneurs Organization (EO) transformed his approach to business through mentorship, peer support, and deep, honest conversations. He also dives into the founding stories of Physicians Thrive, Doc Nation, and his work with Insight Surgical, revealing a passionate commitment to supporting doctors and improving healthcare systems. Tune in to hear how community, advocacy, and innovation drive lasting impact in business and beyond.

Live into your greatest possibilities. Join the Limitless Life Club today! https://www.limitlesslifeclub.org    Is your journey to an abundant life a little terrifying and exciting all at once? (Terri-citing, as we like to call it!)    In this episode, I chat with Kaitlyn Laney, owner of Trek Wealth Solutions, as she shares her leap of faith into entrepreneurship and becoming a financial advisor—because deep down, she knew she was meant for more.   Kaitlyn opens up about the power of women supporting women, building confidence, and shifting how we think about investing for real growth. She also dives into how mentorship and hiring the right people can transform your business.   Yes, the road to abundance can feel scary, but it's always worth it. You were made to create something powerful.   Know more in this episode of the Oracle On Purpose Podcast: Wealth Management for an Abundant Life.   P.S. If you're ready to deepen your understanding of the Law of Attraction and activate real change in your life, check out my audiobook "POWER Up the Law of Attraction"—now available on Audible and Amazon. It's the perfect next step for anyone ready to turn insight into transformation.   Grab your copy here! https://www.amazon.com/Audible-Studios-Brilliance-POWER-Attraction/dp/B0F3G1ZD18/    Enjoy the podcast? Subscribe and leave a 5-star review!   You can also tune in to this episode on YouTube and all your favorite podcast platforms.   Kaitlyn Laney is a dedicated Certified Financial Planner serving Greater Scottsdale, Arizona. She emphasizes taking action and avoiding procrastination when advising the individuals, families, and small business owners she works with. With more than a decade of experience, she has put countless clients in what she calls “the financial front seat” — helping them to enjoy their life while ensuring their retirement and legacy are protected. Outside of her professional endeavors, Kaitlyn enjoys her role as a wife to Max and mom to son Landon. She and her family prioritize giving back to their church community. They actively support local Arizona charities, including A New Leaf and the Diaper Bank of Arizona.   Connect with Kaitlyn Laney. Facebook: https://www.facebook.com/kaitlyn.morris.560  LinkedIn: https://www.linkedin.com/in/kaitlynlaney/  Instagram: https://www.instagram.com/kate_financial_phenom/   Learn more about Trek Wealth Solutions. Website: https://www.mytrekwealth.com/  LinkedIn: https://www.linkedin.com/company/trek-wealth-solutions/  Facebook: https://www.facebook.com/trekwealth  I am Lia Dunlap, The Oracle on Purpose with a mission to change people's lives for good. With over 25 years of experience as an Intuitive Business Architect and Coach, I have helped thousands of clients in 76 countries, including hosting three international retreats. As a Best-Selling Author, Founder of the Master Creators Academy, Certified Clinical Hypnotherapist, International Speaker, and Creator of the POWER Plan Life Coaching Program, My Purpose Is Clear: Helping YOU find and follow Your Purpose. I have worked with thousands of leaders, entrepreneurs, and business owners for over two decades, helping them find and experience their Unique Life Purpose.   Catch the latest episodes of Oracle On Purpose here! https://www.oracleonpurpose.com/podcast-new    Work with Lia today. https://www.oracleonpurpose.com/meet-the-oracle   Ask the Oracle - Join the next Oracle Insight & Alignment Call. https://www.oracleonpurpose.com/offers/Qcb9YRFF   How Aligned Is Your Business with Your Highest Power? Take the Quiz here: https://oracleonpurpose.outgrow.us/powerbizquiz   Connect with Lia Dunlap! Website: https://www.oracleonpurpose.com/ Facebook: https://www.facebook.com/CoachLiaDunlap X: https://x.com/CoachLiaDunlap Instagram: https://www.instagram.com/coachliadunlap/# YouTube: https://www.youtube.com/channel/UC8IOgSSGVVNG2usEJE07X8g LinkedIn: https://www.linkedin.com/in/coachliadunlap   #WealthManagement #AbundantLife #WomenSupportingWomen

In this episode of Pilot's Portfolio, Timothy P. Pope, CFP® shares practical strategies for building financial resilience in volatile times. Drawing parallels between aviation safety and financial planning, Tim explains how pilots can strengthen their financial "redundancy" to absorb unexpected challenges like airline slowdowns, downgrades, or health setbacks. Whether you're buying a home, saving for retirement, or thinking about Roth conversions during market pullbacks, this episode is packed with actionable tips to help pilots stay financially stable and confident through every phase of their career.What You'll Learn from This Episode:Building Financial Redundancy: Why having multiple layers of financial security is crucial for pilots.Home Buying and Vehicle Financing Tips: How to stay financially flexible by avoiding the upper limit of your purchasing power.Timing Major Financial Moves: Why it's important to match financial decisions to your career "altitude."Access to Liquidity: The role of cash and brokerage assets in navigating downturns and opportunities.Roth Conversions and IRA Strategies: How down markets could create potential opportunities for smarter tax planning moves.Resources:Schedule An Appointment Our Practice's WebsiteSend Us Your QuestionsThis 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.

The most surprising story -- not politics -- twenty somethings say they get the "ick" when it comes to credit cards -- and they prefer to spend the money they have sitting in their checking accounts for purchases....Gen Z is seeing credit as a liability and not an asset. KSL Investigative Reporter Matt Gephart joins Dave and Debbie to discuss why Gen Z is steering away from credit cards and the pros and cons of credit and debit cards. Certified Financial Planner with DMBA, Shane Stewart joins the show to discuss some of the ways you can build credit without using a credit card.

This week, Mike McNamara, Ph.D., CFP® for a discussion about dealing with the ups and downs of the stock market. 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/

Is your teen about to start driving? Buckle up because it's not just their world that's changing; it's your insurance and your wallet, too. We're joined by insurance expert Alysia Boehner to break down everything you need to know about insuring youthful drivers. From when to notify your agent to what kind of vehicle and coverage makes the most financial sense to how much your rates could go up—we go over it all. Plus, we share cost-saving tips like good student discounts, defensive driving courses, and whether those GPS tracking apps are worth it. More importantly, we connect the dots between teen drivers and your overall financial plan because this isn't just an insurance issue; it's a protection planning moment that impacts your cash flow, your liability exposure, and your family's future. Season 10, Episode 36 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/x0Nl2KZaKD8  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.

Find the courage to be your true self! This may be hard to do since many of us are used to putting the others around us first. But when we make the change to be our true selves and put ourselves first, the benefits are endless!Discover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-newsletterGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

Most advisors know they need to integrate the human element into their practice. But, it's hard to decide WHAT to do and HOW to do it. Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years. And, through those years of learning and testing, she built the “Journey of Financial Health” process. In this conversation, Danielle reveals the steps of this process and how it helps her uncover client's mindsets, beliefs, and identities around money. You'll Learn: The role of identity in financial decisions The “Journey of Financial Health” Client Process The surveys she uses to facilitate deeper conversations A question to help clients focus on their financial “wins” How to run group workshops and hands-on client experiences *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: “The Soul of Money” by Lynne Twist “Atomic Habits” by James Clear “The Body of Money” by Gayle Colman Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Danielle Howard:  Website: Danielle Howard CFP® LinkedIn: Danielle Howard, CFP® CKA® danielle@wbd4u.com 970-927-3909 About Our Guest:  As a CERTIFIED FINANCIAL PLANNER™ author, speaker and founder of Wealth By Design, LLC and Danielle Howard, CFP®, she is a catalyst for change around the financial tools, techniques and temperaments that construct a person's financial life. She is a blogger, podcaster and outspoken advocate for people heading into their fall season of life. Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money. Her engaging workshop - "Financial Fingerprints to Footprints™" provides an opportunity for people to look at their mindsets around money and learn how to build on the wins or rewrite the scripts. With on-line tutorial opportunities and in person educational events, she brings a fresh perspective to the pecuniary world. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Dr. Chris Broyhill is back with updates on pilot compensation, market shifts in 2025, and a sneak peek at his upcoming leadership book for bizav professionals. We dig into the real value of the AirComp Calculator, how to use salary data without tanking your next negotiation, and what separates the professionals from the job-hoppers. Plus, Dr. Broyhill drops some spicy takes on military-to-civilian leadership advice. 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.  Show Notes: 0:00 Intro & Updates 8:54 Salary Updates 18:06 Using Data in Salary Negotiation 25:21 Leadership: Want To Vs Have To 31:22 Leadership Textbook for BizAv 37:49 Business Aviation vs Airlines Be sure to subscribe to 21Five's Youtube Channel to see our luggage review videos! Connect with us on LinkedIn Our sponsors: Move your airplane without breaking your back or the bank! Max said the Amigo AeroTow's affordable T1 tug has 'changed his hangar life'. Learn more about AeroTow's family of aviation tugs and see why its earning rave reviews from top 40 aviation podcast hosts around the globe. Use code "21five" at checkout for $100 off any AeroTow product! -- 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 -- 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.

What does retirement look like when you're living your Catholic faith?In this episode of The Catholic Money Show, Jonathan Teixeira sits down with KJ Smith, a Certified Financial Planner® and founder of the Catholic Financial Planners Network, to explore what it means to prepare for retirement through the lens of stewardship, purpose, and trust in God's providence.You'll hear:Why retirement isn't just about saving enough money—it's about living with purposeHow to avoid the trap of pleasure-focused retirement dreamsHow Catholics can view leisure, work, and rest differently than the world doesPractical steps to start planning a holy, joyful retirement nowWhether you're 30 years away or just around the corner from retirement, this episode will challenge and inspire you to align your financial future with your faith.Music in this episode is by Dylan Gardner – ⁠⁠⁠⁠⁠check out his album Almost Real⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠iTunes⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠, or wherever you listen to great music.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Cady North, Author and Founder of North Financial Advisors about changing the way we think about money and why we need to dare to dream big. In this episode we discussed:It takes courage to make big changes like taking a sabbatical or starting a business. Women are more intentional and tend to think longer term.You should be a partner with your client. Why you should help your clients learn about money so that they are empowered.Understand your money habits, ask yourself why you are making certain decisions. Take the time to review your employee benefits. Connect with Cady North:Cady North Website (here)North Financial Advisors Website (here)LinkedIn (here) Books: The Art of the Sabbatical: A Money and Mindset Guide for Your Next Work Break (Bookshop)The Resiliency Effect: How to Own Your Adversity to Act on Your Biggest Dreams (Bookshop) Resources mentioned:The Power of Compound Interest on The Get Ready Money Podcast (here)Kinder Institute of Life Planning (here) Investopedia (here)Bio: Cady North is a CERTIFIED FINANCIAL PLANNER™ professional, author, and entrepreneur. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. She spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. In 2015, after a life-changing sabbatical, Cady took the leap to start a financial planning business, North Financial Advisors, helping women act on their biggest dreams and build resilience for the future. As an investment advisor, international public speaker and author, her work has been featured in Bustle, Business Insider, The Washington Post, and Forbes. Her book, "The Resiliency Effect" teaches us how to own our adversity to act on our biggest dreams. Her latest work, "The Art of the Sabbatical," is a money and mindset guidebook for taking a life-changing work break. She is also a Registered Life Planner® and has an MBA from Georgetown University and BA from The University of Texas at Austin.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over five years in wealth management at two national RIAs. During that time, he played a key role in the overhaul and sale of an advisory team managing $750 million in assets.  As a CERTIFIED FINANCIAL PLANNER™, John's worked in both client-facing advisory roles and behind-the-scenes focused on improving operations. Now, he brings that experience to Overvue, building solutions from the other side of the table. They discuss: -John's background in wealth management and how it shaped his business. -Overvue's mission to create a better client onboarding experience. -The functionality of Overvue and how it creates client and advisor efficiency. And much more. More on Overvue Website: ihttps://www.overvueproposals.com/ LinkedIn: https://www.linkedin.com/company/overvueproposals/ Contact John: Emai: jfinney@overvueproposals.com Linkedin: https://www.linkedin.com/in/john-finney-cfp-21435914a/

Taxes can feel like a mystery, and for many, they're scary. Add in a military transition, accidental landlord, or a side hustle, and it's easy to feel overwhelmed. But understanding your taxes and planning ahead can make a huge difference, not just in your wallet, but in your peace of mind. In this episode, Forrest Baumhover shares his journey from Navy to financial planner to online educator, and how he's helping people confidently tackle their taxes. We dive into the most common tax mistakes, why planning matters year-round, and what service members should know about building their next chapter after military life. Forrest is a retired naval officer, Certified Financial Planner, and tax professional. He helps people navigate taxes and Social Security through his website and YouTube channel, both titled Teach Me! Personal Finance. https://milmo.co/podcast/people-get-wrong-about-taxes For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook

You had money taken out of each paycheck to put into a flexible spending account last year but didn't quite use it all up? We've got bad news for you. Dave and Debbie weigh the pros and cons of Flex Spending Accounts and speak with Certified Financial Planner with DMBA, Shane Stewart about who an FSA is right for… and who may not benefit.

This week, join Michael J. McNamara, Ph.D., CFP® and his guest Kurt Czarnowski for a discussion changes in Social Security. 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. Kurt Czarnowski is currently the principal in “Czarnowski,Consulting,” a retirement planning firm which in now in its 10th year of providing “Expert Answers to Your Social Security Questions.”  (www.CzarnowskiConsulting.com) 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/

Whether it's a signing bonus, inheritance, business sale, or a lucky break, sudden wealth can change your life—but only if you manage it wisely. With the NFL Draft happening this coming week, we're using it as a timely reminder: when the money comes fast, your decisions matter even more. We're breaking dow the financial habits, disciplines, and key strategies you need to set yourself up for long-term success. On this episode of Wise Money, learn how to avoid the most common mistakes people make with a sudden windfall and how to build a solid game plan that supports your goals for years to come. Season 10, Episode 35 Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898. LINKS: https://www.spotrac.com/nfl/draft/contracts/_/year/2024/sort/signed_value  https://www.forbes.com/sites/leighsteinberg/2015/02/09/5-reasons-why-80-of-retired-nfl-players-go-broke/    Learn more about Bair Lake Bible Camp: https://www.blbc.com/    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/puRuU2fWesE  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.

How do you know how much boat you can afford? How can you be sure you'll have enough money left after the Loop for the rest of your retirement? And how can you make sure the money you've saved for the Loop goes as far as possible? Join us for this episode of the Great Loop Radio podcast as Cathy Aull, Certified Financial Planner with Edward Jones, discusses how to plan for the financial aspects of Looping.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cary Carbonaro. She is the author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley, 2025) is an award-winning Certified Financial Planner™ with over 25 years of experience. She leads a multimillion-dollar financial planning practice, specializing in empowering women to overcome financial challenges and increase their financial literacy.Company Description * N/ATalking Points/Questions *Why “bro-culture” is killing the financial services industry and ignores the fastest growing demographic on every professional's client list - womenHow women’s financial experiences differ from men’s due to societal, structural and emotional factorsGender bias and financial inequality: Why women are more likely to face pay gaps, career breaks, and be ignored or underserved by financial advisorsWhy women leave their financial advisors and what you can do to improve female client retentionAvoiding the “widows and divorcees” stereotypes of female clients and understanding the psychology of female breadwinnersThe importance of empathy, trust-building, and communication in advising women—key areas that are often overlookedHands-on strategies and tools for creating a female-friendly advisory practiceTimely financial news and trends, especially as it relates to women and wealth management. #BEST #STRAW #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cary Carbonaro. She is the author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley, 2025) is an award-winning Certified Financial Planner™ with over 25 years of experience. She leads a multimillion-dollar financial planning practice, specializing in empowering women to overcome financial challenges and increase their financial literacy.Company Description * N/ATalking Points/Questions *Why “bro-culture” is killing the financial services industry and ignores the fastest growing demographic on every professional's client list - womenHow women’s financial experiences differ from men’s due to societal, structural and emotional factorsGender bias and financial inequality: Why women are more likely to face pay gaps, career breaks, and be ignored or underserved by financial advisorsWhy women leave their financial advisors and what you can do to improve female client retentionAvoiding the “widows and divorcees” stereotypes of female clients and understanding the psychology of female breadwinnersThe importance of empathy, trust-building, and communication in advising women—key areas that are often overlookedHands-on strategies and tools for creating a female-friendly advisory practiceTimely financial news and trends, especially as it relates to women and wealth management. #BEST #STRAW #SHMSSee omnystudio.com/listener for privacy information.

By 2030, women will control over $30 trillion in wealth—but the financial industry still hasn't caught up. Despite this massive shift, many female investors feel underserved, unheard, or outright ignored by traditional financial advice. So what gives? In this episode of Everyone's Talkin' Money, Shannah and Shari are joined by Cary Carbonaro—award-winning Certified Financial Planner™, Women & Wealth Ambassador at Ashton Thomas, and author of the soon-to-be-released Women and Wealth—to uncover exactly where the industry is falling short and how to fix it. We cover: Why 67% of female investors feel misunderstood by their advisors How to attract and retain female clients through better communication Behavioral finance tools every advisor should be using with women Breaking outdated gender assumptions in financial planning Why Women and Wealth is the playbook the industry needs right now If you're a woman navigating wealth—or a financial pro ready to serve women better—this episode is your wake-up call. Grab Cary's new book Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley) Learn more about Cary and her work: https://www.carycarbonaro.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cary Carbonaro. She is the author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley, 2025) is an award-winning Certified Financial Planner™ with over 25 years of experience. She leads a multimillion-dollar financial planning practice, specializing in empowering women to overcome financial challenges and increase their financial literacy.Company Description * N/ATalking Points/Questions *Why “bro-culture” is killing the financial services industry and ignores the fastest growing demographic on every professional's client list - womenHow women’s financial experiences differ from men’s due to societal, structural and emotional factorsGender bias and financial inequality: Why women are more likely to face pay gaps, career breaks, and be ignored or underserved by financial advisorsWhy women leave their financial advisors and what you can do to improve female client retentionAvoiding the “widows and divorcees” stereotypes of female clients and understanding the psychology of female breadwinnersThe importance of empathy, trust-building, and communication in advising women—key areas that are often overlookedHands-on strategies and tools for creating a female-friendly advisory practiceTimely financial news and trends, especially as it relates to women and wealth management. #BEST #STRAW #SHMSSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential.  

In this insightful episode, Dr. Sharon Spano sits down with Kay Pfleghardt, a young but remarkably accomplished Certified Financial Planner. Kay shares her personal journey into the world of financial planning, one that was shaped by early financial hardship, emotional insight, and a deep desire to help others think differently about wealth. From her pivot from psychology to finance, to her current passion for fostering intergenerational conversations about money, Kay offers wisdom on how understanding human behavior can enhance financial planning.What You'll Learn in This Episode:How Kay's early experiences with financial uncertainty sparked her passion for planning.The powerful influence of family legacy and communication on financial well-being.Why Kay switched from psychology to accounting—and ultimately found her calling in financial planning.What “lifeboat drills” are and how they help families prepare for life's unexpected events.The emotional impact of money and how it shapes our behaviors and values.How financial advisors can and should incorporate empathy and communication in their services.The importance of intergenerational dialogue when it comes to estate planning and wealth transfer.How millennials approach financial planning differently—and what advisors need to know.Kay's philosophy on cryptocurrency and how to think about it responsibly.Tips for starting financial planning early, even if you think you “don't have enough.”Transcript: HereConnect with Kay Pfleghardt:LinkedIn: https://www.linkedin.com/in/kay-pfleghardt/Twitter: https://twitter.com/kpfleghardtSharon Spano:Website: sharonspano.comFacebook: facebook.com/SharonSpanoPHDInstagram: instagram.com/drsharonspano/LinkedIn: linkedin.com/in/sharonspano/Book: thetimemoneybook.comContact: sharon@sharonspano.comSubstack: substack.com/@drsharonThe Other Side of Potential Podcast: sharonspano.com/podcast/

Unveil the secrets of effective end-of-life planning with Greg Barnsdale, CEA, CFP, LFD. In this vital episode, he shares insights from his personal health scare and professional experience, underscoring the importance of clear communication and thorough documentation to safeguard your wishes and prevent family conflicts. Don't miss these essential strategies to ensure your legacy is managed exactly as you envision.   Key Takeaways To Listen For The importance of pre-planning What are medical directives for? Pros and cons of setting up wills online How planning ahead can prevent financial overspending Why you need a certified executor advisor   Resources/Links Mentioned In This Episode Do Not Ignore Your Mortality by Greg Barnsdale | Kindle, Paperback, and Hardcover   Take the Living Legacy Quiz and find out if you're truly prepared. Start now at https://www.donotignoreyourmortality.com/quiz.html. Start meaningful conversations about end-of-life planning with Top 30 Questions To Ask Yourself Right Now. Access the free resource and Canadian planning tools at https://www.donotignoreyourmortality.com/resources.html.   About Greg Barnsdale, CEA, CFP, LFDGreg Barnsdale is a seasoned professional in the funeral industry and financial planning, with credentials as a Certified Executor Advisor, Certified Financial Planner, and licensed Funeral Director since 1985. His diverse experience spans roles in various funeral homes, as an examination proctor, and a life insurance specialist, educating financial advisors across Canada. Greg, who is also a hospice volunteer and holds a certificate in Estate & Trust Administration from STEP Canada, has authored the book "Do Not Ignore Your Mortality," which aims to encourage proactive end-of-life planning. His work promotes the Death Positive Movement and offers practical advice for legacy planning, blending seriousness with a touch of humor. His book is available on major platforms, including Amazon and Barnes & Noble.   Connect with Greg Website: • GREG BARNSDALE • LinkedIn: Greg Barnsdale CEA/CFP/LFD Facebook: Do Not Ignore Your Mortality YouTube: Greg Barnsdale   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Tariffs, inflation, healthcare costs... how do you shift from saving to spending in retirement while managing risks like these? Jamie Hopkins is a CERTIFIED FINANCIAL PLANNER® professional, an attorney, and best-selling author of Find Your Freedom and Rewirement: Rewiring the Way You Think About Retirement. He returns to the show today on Your Money, Your Wealth® podcast 525 with Joe Anderson, CFP® and Big Al Clopine, CPA, to share insights on how to rewire your retirement plans. Plus, how should Fred and Ginger in Huntington Beach, California, pay for repairs on their rental properties? How can Peter Lemonjello manage taxes in his early retirement with 72(t) elections, rental income, and an installment sale? Can Calvin and Susie in Lancaster, Pennsylvania, buy an $800,000 beach house - and should they? Free financial resources & episode transcript: https://bit.ly/ymyw-525 DOWNLOAD The Recession Protection Guide WATCH the Market Volatility webinar with Joe Anderson, CFP® and Brian Perry, CFP®, CFA from Pure Financial Advisors on demand  DOWNLOAD 10 Tips for Real Estate Investors WATCH How Your Home Can Create Retirement Income on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Thanks to Million Podcasts for ranking YMYW in several of their "Best of" lists! Read more. Timestamps: 00:00 - Intro 00:59 - Rewiring Spending and Managing Risk in Retirement with Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® 24:07 - Watch the Market Volatility Webinar On Demand, Download the Recession Protection Guide 24:52 - How Should We Pay for Repairs on Rental Properties? (Fred & Ginger, Huntington Beach, CA) 33:06 - Early Retirement Taxes: 72(t) Timing, Installment Sale, and Rental Income (Peter LemonJello, FL) 44:02 - Watch How Your Home Can Create Retirement Income on YMYW TV, Download 10 Tips for Real Estate Investors 44:33 - Can and Should We Buy an $800K Beach House? (Calvin and Susie, Lancaster, PA) 53:33 - YMYW Podcast Outro

In Today's episode of The Burn Podcast. Our guest today is an old friend of mine Stephan Rhodes is passionate about making an impact.  As CEO, he works closely with a number of families and businesses and is responsible for the visionary leadership of Signify Wealth. Rhodes is a CERTIFIED FINANCIAL PLANNER , NFLPA Registered Player Financial Advisor, holds numerous securities licenses, and has contributed to various media outlets. His book, “Make Your Money Matter”  tackles one of the biggest challenges in the sports industry: how athletes can defy their reputation for financial failure and make their money matter.Stephan shared his "never again" mindset—how his relentless work ethic and passion became the driving force behind his success. He also explains why being deeply passionate about your craft not only fuels your own journey but helps others clearly see the value you bring.He also emphasized the importance of making family a priority and redefining what legacy truly means. Legacy isn't just about wealth or recognition—it's not something reserved for the distant future. It's about how you live each day with purpose, impact, and intention.This episode is for anyone who wants to turn their passion into purpose and build a legacy that lasts.************************************Signify Wealth Website : https://www.signifywealth.com/Follow Stephan Rhodes onFacebook: https://www.facebook.com/SPROnline************************************Watch Here: https://youtu.be/f7dSnSO1MMAListen Here: ************************************Learn about our Upcoming events and programs:https://www.workwithbnc.comLet's work TOGETHER https://www.bennewmancoaching.comLet's work together to write YOUR next book- BNC PublishingOrder my latest book The STANDARD: Winning at YOUR Highest Level: https://amzn.to/3DE1clY1stConnect with me everywhere else:Instagram: https://www.instagram.com/continuedfightFacebook: https://www.facebook.com/Continuedfight/Twitter: https://twitter.com/ContinuedFightLinkedin: https://www.linkedin.com/in/ben-newman-b0b693https://www.bennewmancoaching.com************************************ Learn about our Upcoming events and programs:https://www.workwithbnc.comLet's work TOGETHER https://www.bennewmancoaching.comLet's work together to write YOUR next book- BNC PublishingSend us a message Order my latest book The STANDARD: Winning at YOUR Highest Level: https://amzn.to/3DE1clY1st Phorm | The Foundation of High Performance Nutrition1stPhorm.com/bnewman Connect with me everywhere else: Instagram: https://www.instagram.com/continuedfight Facebook: https://www.facebook.com/Continuedfight/ Twitter: https://twitter.com/ContinuedFight Linkedin: https://www.linkedin.com/in/ben-newman-b0b693

As an entrepreneur, you know that every dollar counts, so today we're taking a deep dive into a topic that can save business owners thousands of dollars: deductible business expenses. In this episode, we'll cover what makes an expense deductible, the savings that come with deductions, unexpected deductions, and the importance of bookkeeping. By the end of the episode, you'll have a clear picture of how to make the most of your expenses and keep your money in your business. Episode Highlights Deductible expenses must be ordinary and necessary. Deductions are powerful. Every dollar you deduct reduces your taxable income, directly lowering the amount of taxes you owe. However, in order to deduct a business expense, two key rules must be satisfied: the expense must be ordinary and necessary. To be ordinary, the expense must be common and accepted in your industry, such as a yoga mat for a yoga instructor. To be necessary, the expense must be helpful and appropriate for your business operations. Before you write off something, ask yourself whether a business like yours typically needs this type of expense and does it serve a legitimate business function? If the answer is yes, you may have a deduction on your hands. Don't forget unexpected deductions. While rent and office supplies may come to mind as deductible business expenses, consider whether these unexpected events apply to you: Pet expenses -- If a dog protects your office or warehouse, the dog's food, training, and vet bills may be deductible. Coaching -- Hiring a business coach, taking leadership training, and even going to therapy for stress management related to business all might qualify as expenses needed to run and lead a company. Your home office -- If you have a dedicated space in your home exclusively used for business, you can write off some of your rent, utilities, and internet costs. Marketing and promotions -- Hosting an industry event, running a giveaway, collaborating with influencers, and paying for digital ads all count as deductible expenses as long as they are directly tied to promoting your business. Work-related attire -- Buying branded uniforms or specialized attire for your business are legitimate business expenses. Business retreats -- If you take your team on a business retreat to strategize and improve company culture, that expense could be deductible. Make sure you document the business purpose with an agenda and good notes. Good bookkeeping is just as important as knowing the rules. Without solid record keeping, you might miss valuable deductions or struggle to justify an expense in the event of an audit. Here are some tips to keep your books in order: Separate personal and business finances -- Keeping separate personal and business bank accounts and credit cards makes tracking deductible business expenses much more manageable.  Use accounting software -- Accounting software, such as Quickbooks or Wave, can help automate tracking, helping to ensure nothing gets overlooked when tax season rolls around. Save your receipts -- The IRS requires proof of deductions, so keep digital or physical copies of receipts and invoices. Work with a professional -- A professional bookkeeper or accountant can help you keep your financial records accurate and compliant. 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.

Delanie Fischer is joined by Certified Financial Planner and Childfree Wealth Specialist, Dr. Jay Zigmont, to discuss how vital it is to rethink traditional systems around wealth, financial planning, and retirement—because they don't work for many of us. Through the lens of a child-free lifestyle, Dr. Jay shares how to ensure that our current life, and retirement plan, actually reflects our values and goals—including the most important question to ask your financial planner to avoid an enormous conflict of interest. Whether you have kids or not, this episode will forever change the way you approach the systems we live in.Plus:+ Is The "Die With Zero" Concept Actually a Better Fit For You Than Traditional Advice?+ FIRE (Financial Independence, Retire Early) vs. FILE (Financial Independence, Live Early)+ Do You Want To Opt Out of Home Ownership And Pursue Something Else?More episodes related to this topic:Creating a Life Brief and Getting "Fuzzy Clear with Bonnie Wan: https://www.selfhelplesspodcast.com/episodes/episode/251bf5df/creating-a-life-brief-and-getting-fuzzy-clear-with-bonnie-wanMaking Less And Living More with Creator of Lore and Lust Karla Nikole: https://www.selfhelplesspodcast.com/episodes/episode/24656068/making-less-and-living-more-with-creator-of-lore-and-lust-karla-nikoleDo We Want Kids? with Taylor Tomlinson, Kelsey Cook, and Delanie Fischer: https://www.selfhelplesspodcast.com/episodes/episode/3bde4f0a/do-we-want-kids-with-taylor-tomlinson-kelsey-cook-and-delanie-fischerLessons Learned From 5 Years of RV Life with Jamie Feinberg: https://www.selfhelplesspodcast.com/episodes/episode/23bebe71/lessons-learned-from-5-years-of-rv-life-with-jamie-feinbergLet's Define What Enough Means To YOU: https://www.selfhelplesspodcast.com/episodes/episode/20310cb2/lets-define-what-enough-means-to-youSupport 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.

Episode 319 features Alex Davis of AGA Tax and Consulting Services. With tax season here, we're sharing tax planning tips for entrepreneurs. Listen now!Alex C. Davis is a CPA and CERTIFIED FINANCIAL PLANNER™ helping women entrepreneurs master tax strategy and build lasting wealth. As a single mom who paid off $50K in debt and grew a $300K+ net worth, she brings both expertise and empathy to every client she serves.For full episode show notes, visit here.Watch the full interview on our YouTube channel! Subscribe here.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a crucial yet often confusing topic for retirees: Required Minimum Distributions (RMDs). Joined by their colleague Taylor Wolverton, a Certified Financial Planner and Enrolled Agent, they break down the rules surrounding what are RMDs, how they're calculated, and the updates brought by the Secure Act RMD changes. If you're unsure about RMD rules 2025, or when and how much to take from your retirement accounts, this episode is for you.Listen in to learn about the mechanics of how do RMDs work, from when to take RMDs to how they're taxed and the penalties for missing one. The episode also explores RMD for retirement accounts like IRAs and 401(k)s, RMD tax rules, and even strategies like RMD and charitable giving. Whether you're planning ahead or facing your first required withdrawal, understanding your obligations is key to effective retirement tax planning and preserving your wealth.In this episode, find out:· What qualifies as a required minimum distribution and who it applies to.· Updated RMD start ages under the Secure Act RMD changes.· How RMDs are calculated using the IRS Uniform Lifetime Table.· The tax implications of RMDs and how to manage them effectively.· Smart options for reinvesting or donating your RMD.Tweetable Quotes:"You can't put RMDs back into an IRA or convert them to Roth—but you can reinvest them into a brokerage or give to charity tax-free." – Radon Stancil"Even if you don't need the money, RMDs are required—it's about paying back the taxes you've deferred for years." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

In Today's episode of The Burn Podcast. Our guest today is an old friend of mine Stephen Rhodes is passionate about making an impact.  As CEO, he works closely with a number of families and businesses and is responsible for the visionary leadership of Signify Wealth. Rhodes is a CERTIFIED FINANCIAL PLANNER , NFLPA Registered Player Financial Advisor, holds numerous securities licenses, and has contributed to various media outlets. His book, “Make Your Money Matter”  tackles one of the biggest challenges in the sports industry: how athletes can defy their reputation for financial failure and make their money matter.Stephan shared his "never again" mindset—how his relentless work ethic and passion became the driving force behind his success. He also explains why being deeply passionate about your craft not only fuels your own journey but helps others clearly see the value you bring.He also emphasized the importance of making family a priority and redefining what legacy truly means. Legacy isn't just about wealth or recognition—it's not something reserved for the distant future. It's about how you live each day with purpose, impact, and intention.This episode is for anyone who wants to turn their passion into purpose and build a legacy that lasts.************************************Signify Wealth Website : https://www.signifywealth.com/Follow Shayla Gifford onFacebook: https://www.facebook.com/SPROnlineInstagram: instagram.com/10xwithcatalystcommunityYutube: https://www.youtube.com/@shayla-gifford/featured************************************Watch Here: https://youtu.be/f7dSnSO1MMA************************************Learn about our Upcoming events and programs:https://www.workwithbnc.comLet's work TOGETHER https://www.bennewmancoaching.comLet's work together to write YOUR next book- BNC PublishingOrder my latest book The STANDARD: Winning at YOUR Highest Level: https://amzn.to/3DE1clY1stConnect with me everywhere else:Instagram: https://www.instagram.com/continuedfightFacebook: https://www.facebook.com/Continuedfight/Twitter: https://twitter.com/ContinuedFightLinkedin: https://www.linkedin.com/in/ben-newman-b0b693https://www.bennewmancoaching.com************************************ Learn about our Upcoming events and programs:https://www.workwithbnc.comLet's work TOGETHER https://www.bennewmancoaching.comLet's work together to write YOUR next book- BNC PublishingSend us a message Order my latest book The STANDARD: Winning at YOUR Highest Level: https://amzn.to/3DE1clY1st Phorm | The Foundation of High Performance Nutrition1stPhorm.com/bnewman Connect with me everywhere else: Instagram: https://www.instagram.com/continuedfight Facebook: https://www.facebook.com/Continuedfight/ Twitter: https://twitter.com/ContinuedFight Linkedin: https://www.linkedin.com/in/ben-newman-b0b693

Join Timothy P. Pope, CFP®, and John Engel, COO of Gulf Coast Western, as they discuss strategic investment opportunities in the oil and gas sector that could help high-earning pilots. This episode offers an insider look into tax benefits and how to leverage investments to offset high W2 incomes and to secure tax advantaged future income. Dive deep into the mechanics of oil investments and learn how to navigate this market with industry insights.What You'll Learn from This Episode:Tax Incentives Explained: Discover how pilots can utilize specific tax breaks offered within the oil and gas industry to lower taxable income.Understanding Oil Investments: Gain insights into the types of drilling and partnerships that minimize risks while offering substantial tax advantages.Strategic Financial Benefits: Learn how investing in oil and gas can fit into a pilot's broader financial strategy, including retirement planning.Navigating Risks and Returns: Understand the risk profile of oil and gas investments and how to mitigate them through strategic planning and partnerships.Long-term Financial Planning: Learn how these investments can provide sustained income and tax benefits over the long term, aligning with retirement goals.Resources:Gulf Coast WesternSchedule An Appointment Our Practice's WebsiteSend Us Your Questions: pilotmoneypodcast@ceterainvestors.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 Pope is a Certified Financial Planner™. Cetera Investors is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Tim's Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. The branch phone number is 704-717-8900. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investment Advisers. This Podcast is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

Is it wise to rely solely on dividend-paying stocks in retirement, or could that strategy backfire? Conventional wisdom says to reduce stock exposure as you age, but what if your dividend income covers your living expenses? In this episode of Wise Money, we explore whether holding only dividend stocks is a strategy you should consider and answer other listener questions.  Season 10, Episode 34 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/6hNBsyIuYQg  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.

Dylan and Max kick things off with stories of Cub flights and musing about GLS approaches and Starlink's newest data plans. The Mailbag's international flair includes a heartfelt message from a UK pilot and some simmering debate on career paths and sim setups. Flight Advice dives into the looming specter of single-pilot airline operations and how to future-proof your career (hint: maybe dust off that CAD software). Plus, the guys grapple with networking challenges for introverts in aviation. Show Notes 0:00 Updates: Cub, Starlink, GLS Approaches 21:14 Reviews & Comments 25:01 Mailbag: Networking and More! 43:12 Flight Advice: Single Pilot  58:02 Final Flight of the Moose   Be sure to subscribe to 21Five's Youtube Channel to see our luggage review videos! Hard Landing: The Epic Contest for Power and Profits That Plunged the Airlines into Chaos by Thomas Petzinger Jr Connect with us on LinkedIn Our sponsors: Move your airplane without breaking your back or the bank! Max said the Amigo AeroTow's affordable T1 tug has 'changed his hangar life'. Learn more about AeroTow's family of aviation tugs and see why its earning rave reviews from top 40 aviation podcast hosts around the globe. Use code "21five" at checkout for $100 off any AeroTow product! -- 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 -- Employee Compensation Software That Answers "What's the Going Rate?" 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. -- 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.