Podcasts about certified financial planners

Cyber Monday is here, and Americans are expected to spend a record-breaking $14.2 billion online, even as credit card debt climbs. Shane Stewart, Certified Financial Planner with DMBA, joins Greg and Holly to unpack why we can’t resist the deals, how social media fuels impulse buying, and practical tips to avoid digging a deeper financial hole this holiday season.

On this episode of Dollars & Sense with Joel Garris, get ready for a power-packed financial guide as Joel unpacks the must-do year-end financial checklist, reveals the surprising habits of the “millionaire next door,” and exposes the pitfalls of incomplete estate plans. Joel kicks off with a timely reminder: as the holiday season races by, you have just weeks to make smart financial moves before the new year. He walks you through seven crucial year-end tasks, including maximizing retirement contributions, using up your FSA, making charitable donations, and reviewing your health benefits—each step designed to help you avoid costly mistakes and make the most of your money. Next, the show dives into one of the biggest gaps in personal finance: estate planning. Joel shares stories from his practice, highlighting how most estate plans are never fully implemented—leaving families vulnerable. He explains why simply signing documents isn't enough, and outlines easy-to-follow steps (like titling assets correctly and regular reviews) so your legacy plan actually works for your loved ones. But that's not all! Joel also explores the “stealthy wealthy”—those quiet millionaires who build real, lasting wealth by shunning status symbols, driving practical cars, maximizing tax efficiency, budgeting diligently, and keeping their finances private. Want to know what they do differently? Joel breaks down the seven key habits that set them apart, with actionable tips you can use right now. Whether you're looking to finish the year strong, set up your family for success, or adopt the habits of the quietly wealthy, this episode delivers practical insights and real-life inspiration. Click to listen and learn how to avoid the traps, make smarter money moves, and secure your financial future! 

Jessica Weaver: Breaking the Mold, Building Women's Wealth On this episode of the Make Mental Health Matter Show host Kelli Melissa Reinhardt has special guest Jessica Weaver. Little bit about Jessica's story from her: It is my life mission to educate, encourage, and transform women's lives. And maybe have some fun along the way. Education is the best accessory! I'm Jessica Weaver AKA Not Your Father's Advisor, yes the typical advisor is a male in his 60s, and I took a stance to find my own voice in the finance industry over a decade ago! I'm a TV show host, three-time best selling author, international speaker, and the founder of the Women's Wealth Boutique. The Women's Wealth Boutique is the fastest growing women owned financial firm in the United States. As a female in a male-dominated industry I always felt like an outsider. I felt the guilt of not fitting into the traditional role as an advisor, especially working for my father's firm. I felt the fear of taking the risk, yet also the uncomfortable feeling of NOT taking the risk. I've turned down so many traditional opportunities (yes even turning down money!) in order to discover who I am, how I bring my best self to the table, and find my own significance in the world! I receive wealth everyday. I receive love everyday and I give love everyday. I no longer sacrifice work or family, I have it all. I want you to have it all! I show up from a place of power and grace. My work is transformational to the women in our community! Short bio: Jessica Weaver is a Certified Financial Planner, Certified Divorce Financial Analyst, CEO of The Wealth Boutique, 5 times best selling author, and TV show host of Women Behind the Millions. Founder of The Wealth Boutique, an all female financial firm and Pinkfix Productions, a multi media company. Find out more about Jessica here: www.thewealthboutique.com   www.pinkfixproductions.com   @pinkfixmymoney @womenswealthboutique Want to find out when the next incredible episode of Make Mental Health Matter show is dropping? Sign up for the Make Mental Health Matter newsletter for special tips, and insider only offers. Click HERE to sign up today! Need more resources? www.makementalhealthmatter.org https://linktr.ee/makementalhealthmatter

A holiday puppy or kitten may seem perfect - but experts warn that pet gifting comes with life-long costs and responsibilities many families aren't prepared for. Ed Gjertsen, Certified Financial Planner and Founder of Engage Wealth Group here in Chicago, joins Rob Hart on the WBBM Noon Business Hour to explain…

It's the season of giving, but are you giving in the most impactful and tax-efficient way? In this episode of the Wise Money Show, we break down smart charitable giving strategies that help you support the causes you care about while reducing your taxes before year-end. From donor-advised funds and qualified charitable distributions (QCDs) to gifting appreciated investments and maximizing state tax credits, we walk through the tools every generous giver should know. Make your giving count, for both your heart and your financial plan.  Season 11, Episode 15 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/Nbjhsg7qV2w  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.

Naming beneficiaries and successors might seem simple, but one wrong designation can lead to tax headaches, probate delays, or unfair outcomes for your heirs. In this episode, Joe Curry explains how to properly name beneficiaries across your RRSPs, RRIFs, TFSAs, and non-registered accounts — and how to avoid common estate planning pitfalls that could cost your family thousands.   Key Takeaways Beneficiary vs. Successor — know the difference. A beneficiary receives the account value after death, while a successor (available only to spouses) continues the account tax-free and without interruption. RRSPs and RRIFs carry hidden tax traps. Non-spouse beneficiaries may get the full payout, but the estate — and the executor — must handle the tax bill. TFSAs can pass on tax-free growth — but only with the right setup. Naming your spouse as a successor holder preserves the tax-free status; naming them as a simple beneficiary does not. Non-registered accounts and property often go through probate. Joint ownership or trust structures can help avoid delays and additional costs. Keep designations up to date. Life changes — and so should your beneficiaries. Ensure account designations align with your will to avoid confusion or accidental disinheritance.   Resources Matthews and Associates – Book a Beneficiary Review Call Retirement Planning Simplified Blog Related RPS Podcast Episodes: Ep 92 – Paying for Promises: An Evidence-Based Look at Segregated Funds with Mark McGrath Ep 110 – Estate Planning Fails: Real Stories of What Can Go Wrong with Ellie Muir (Clear Estate)   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/   About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Family finances can be complicated by emotions and expectations. That's why having a solid financial plan that starts with good communication is paramount to creating the right foundation for building trust. Ryan Victorin, a Certified Financial Planner and a financial consultant at Fidelity Investments joins the show with advice on how to have those conversations with family, when to start, and what to consider when building a strong financial plan with your loved ones. https://newsroom.fidelity.com/pressreleases/fidelity--study-finds-the-great-wealth-transfer-leaves-families-poised-to-build-stronger-financial-f/s/3c72b6d3-9ab6-400a-95e7-f4b30e43db64https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/707745.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

What does it really take to plan your taxes to - and through - early retirement? In this week's episode, Dr. Jay sits down with Certified Financial Planner® and author Cody Garrett to unpack the key ideas from Cody's new book, Measure Twice, Money Once. Together, they explore how intentional tax planning can turn early retirement from a financial dream into a sustainable reality.From understanding how tax brackets shift when your income changes, to strategically timing Roth conversions and managing healthcare costs before Medicare — they cover it all. You'll also hear practical, values-based advice on aligning your tax and income strategies with the kind of life you actually want to live.Whether you're five years from early retirement or already there, this conversation will help you create a tax strategy designed for freedom, flexibility, and purpose.We'll Cover:00:00 — Welcome and why early retirement tax planning matters04:32 — The three stages of tax planning: before, during, and after retirement10:48 — Roth conversions: when they make sense (and when they don't)18:25 — Managing healthcare costs before Medicare eligibility27:10 — Building a tax-efficient income plan for the long runMentioned in this Episode:- Get Cody's book here: https://www.measuretwicemoney.com/book- Get Dr. Jay's book "The Childfree Guide to Life and Money" here: https://childfreewealth.com/childfree-guide/- Learn more about Childfree financial www.childfreewealth.com- Learn more about Childfree Trust: https://www.childfreetrust.com About our Guest: Cody Garrett is an advice-only financial planner, educator, and founder of Measure Twice® Money, where he helps DIY investors make informed financial decisions aligned with their values. He also leads Measure Twice(R) Planners, an educational community for financial planners. Cody's insights have been featured by The Wall Street Journal, Barron's, Forbes, and CNBC. He's a frequent guest on personal finance podcasts, including ChooseFI, The Long View (Morningstar), and Bogleheads on Investing.Connect with Cody here: https://www.linkedin.com/in/codylgarrett/ The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples. Like the show? Leave us a rating & review! If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Join our newsletter HERE. Schedule a meeting with a Childfree Wealth Specialist® HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Choosing the right financial advisor can make or break your long term financial future. I sat down with Brian Bachelier of Hawthorne Capital to talk about the decisions that create real financial security, the red flags people miss, and the qualities every great advisor should have.Brian's background is unique, Chicago Board of Trade, hedge fund management, equity trading, strategy development, and now a Certified Financial Planner and Certified Market Technician. His approach is built on clarity, transparency, and always acting in the client's best interest.What this episode covers:How Brian developed his expertiseWhat most people misunderstand about advisorsFiduciary vs. suitability explainedHow to know if your advisor is doing right by youThe role of AI in financial planningKey financial decisions business owners must considerTune in and take control of your financial future with the right information.Connect with Brianhttps://www.linkedin.com/in/brianbachelier/https://www.facebook.com/people/Brian-Bachelier-CFP-CMT-Hawthorne-Capital-Wealth-Advisors/61583141036272/https://www.youtube.com/@BrianBachelierhttps://x.com/bbachelierConnect with Builders of AuthorityWebsite: https://buildauthority.comFREE Facebook Group: https://www.facebook.com/groups/7685392924809322BOA Mastermind: https://buildauthority.co/order-form-mastermindGoHighLevel Extended 30-day Free Trial w/TONS of Personal Branding Bonuses: http://gohighlevel.com/adammcchesney

Family finances can be complicated by emotions and expectations. That's why having a solid financial plan that starts with good communication is paramount to creating the right foundation for building trust. Ryan Victorin, a Certified Financial Planner and a financial consultant at Fidelity Investments joins the show with advice on how to have those conversations with family, when to start, and what to consider when building a strong financial plan with your loved ones. https://newsroom.fidelity.com/pressreleases/fidelity--study-finds-the-great-wealth-transfer-leaves-families-poised-to-build-stronger-financial-f/s/3c72b6d3-9ab6-400a-95e7-f4b30e43db64https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/707745.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tehillah Niselow is in conversation Prof. Marius Ungerer, Emeritus Professor at Stellenbosch Business School, Commercial Attorney, Ashley Seckel, as well as Akhona Modi, Certified Financial Planner at BDO Wealth See omnystudio.com/listener for privacy information.

On this episode of Through The Pines we'll pit AI versus certified financial planners, and the biggest issues affecting both including…   Will AI Steal Financial Planners Jobs Fiduciary Duty Cost Emotional/Personal Touch Complex Tax & Estate planning Speed and Access Bias & Conflicts Behavioral Coaching Regulatory Issues   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while raking the leaves, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023, 2024 & 2025 Forbes Best in State Wealth Management Teams For Utah -  Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award -    Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.   ***Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia   WATCH & SUBSCRIBE to us on YouTube @throughthepines LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/   Through the Pines  -  Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.   ****   This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.   Through the Pines Podcast Copyright, The Banyan Collective - 2025

Brian Thompson loves a good spreadsheet, and in this episode, he's sharing some of his best tips for tracking metrics in a manageable, mission-aligned way. You'll learn how intentional tracking can help mission-driven entrepreneurs gain clarity, celebrate progress, and make better decisions. Drawing inspiration from investor and writer Sahil Bloom's Five Types of Wealth, Brian offers practical tools to help you track progress without it becoming a full-time job. Episode Highlights Tracking creates accountability Tracking transforms assumptions into awareness. If you're not measuring something, it's easy to tell yourself stories — I think I'm doing okay, or I feel behind. But those stories may or may not be true. Tracking brings reality into focus, creating accountability, strategy, and visible progress, shifting from emotional decision-making to data-informed clarity. Five types of wealth to track for mission-driven entrepreneurs Sahil Bloom is an investor, writer, and entrepreneur whose framework for thinking of wealth in five key domains — time, physical, mental, social, and financial wealth —  can also be adapted for entrepreneurs building mission-driven businesses. Tracking across all areas of wealth can give you a holistic picture of your business and your life. Time Wealth: How intentionally do you use your time? Are you working on your business or just in it? Social Wealth: Who are you connecting with? Do your clients, colleagues, or communities energize you or make you cringe? Mental Wealth: Are your decisions aligned with your purpose? Do you set time aside for a regular check-in on your mental well-being? Physical Wealth: Are you prioritizing rest, nourishment, and movement? Are you moving throughout the day? Financial Wealth: Do your finances support your ability to stay mission-driven and resilient? Are you able to meet all of your obligations? Start small and make it yours Tracking doesn't have to be complicated. To prevent overwhelm, pick one area to focus on first and use simple tools such as journaling,  scorecards, spreadsheets, or apps to help you track your progress.  Remember: The key is consistency, not perfection. Designate a specific day and time to review your data and choose a cadence you can stick to. Build your own Wealth Dashboard As a bonus, consider building a simple "Wealth Dashboard" to visualize your progress. Using tools like Google Sheets or Notion, log weekly or monthly metrics for each wealth category and spot imbalances before they become problems. Resources + Links "The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life" by Sahil Bloom Notion dashboards "Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine" by Mike Michalowicz Toggl time tracker 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.  

Smart Dating Divas Embracing Love and Life Transitions with Donna Meador In this episode of Widow Wisdom and Wealth™, host Donna interviews Donna Meador, who shares her incredible story of finding love later in life, navigating relationships with adult children, enduring financial hardships, and rebuilding her life after loss. Donna discusses the loss of her first husband, her journey to find new love, creating a blended family, and starting Smart Dating Divas. She highlights the importance of self-love, financial planning, and effective communication with loved ones. The episode offers valuable insights for widows considering dating and provides practical advice on handling financial and emotional challenges.   00:00 Introduction to Donna Meador 00:20 Donna's Journey: Love, Loss, and New Beginnings 02:52 Donna's Current Life and Family 04:40 Navigating Widowhood and Dating Again 05:49 Donna's Dating Philosophy and Book 10:24 Meeting Jeff: A New Love Story 12:47 Challenges and Insights on Dating as a Widow 18:22 Support and Guidance for Widows 21:05 Financial Struggles as a Widow 22:22 Navigating Social Security Benefits 24:22 Finding Love Again and Financial Planning 26:50 The Importance of Life Insurance 28:20 Financial Education and Support 32:07 Communicating with Adult Children 43:03 Final Thoughts and Resources   Connect with Donna Meador:  Website: https://smartdatingdivas.com/  Donna Meadow's Free ABC Dating Secrets: https://smartdatingdivas.com/abc?utm_source=ig&utm_medium=social&utm_content=link_in_bio&fbclid=PAZXh0bgNhZW0CMTEAc3J0YwZhcHBfaWQMMjU2MjgxMDQwNTU4AAGnP-C7LmxDvQecwICsyXNzyfxnfy6KY5d3vJD7aN_vnSE8XKVCXJQmXTLWCws_aem_LM5VmfAfJSIJr_BnQqPYuQ   Want to be our next guest? Click here: https://widowwisdomwealth.com/be-our-guest/    Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.

In this time-sensitive episode,  Certified Financial Planner™ and GA pilot Tim Pope unpacks the new Market-Based Cash Balance Plan (MBCBP) for American Airlines pilots ahead of the December 15 opt-in deadline. He explains how the plan captures NEC spillover beyond 401(k) limits, who qualifies, and how it differs from other carriers.What You'll Learn from This EpisodePlan Basics: How the MBCBP captures NEC spillover when 401(k) limits are hit—by percentage caps or dollar thresholds.Spill Cash Thresholds: When to expect spill cash based on whether you max your 401(k) (key earnings markers: $264k vs. $360k).3-Year Election Window: How American's election differs from Delta, United, and Southwest—and offers added flexibility.Planning Flexibility: When opting out or in may make sense.Investment Gaps: Why lack of allocation transparency can hinder holistic planning with outside advisors.401(k) vs. MBCBP: Key differences in investment control, Roth conversion flexibility, and contribution mechanics.Creditor & Beneficiary Rules: Features that are consistent between this plan and your 401(k).Roth Strategy Fit: How the MBCBP can indirectly support Roth conversions by freeing up tax-free shelf-space elsewhere.Use Case Thinking: This plan isn't good or bad—it's a tool that must align with your financial phase.Deadline Reminder: Election closes December 15, 2025—locked in (or out) for three years.Resources:Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.

Curious about the latest retirement updates and how to safeguard your finances in a digital world? In this engaging Thanksgiving episode of Dollars & Sense, hosts Joel Garris and Chet Cowart kick off with holiday traditions and a brief history of Thanksgiving, then dive into timely financial topics that matter to every listener. The episode covers newly announced 2026 contribution limits for 401ks and IRAs, including special catch-up options for those nearing retirement age. Joel and Chet break down the key differences between traditional and Roth IRAs, sharing actionable advice for making the most of your retirement savings—whether you're just starting out or preparing for your golden years. Listeners also get a wake-up call about the billions lost in forgotten 401k accounts and learn practical strategies to track, consolidate, and grow their retirement funds. Plus, the show highlights the growing threat of AI-powered scams, revealing how deepfake technology is being used to impersonate financial icons like Warren Buffett. You'll get essential tips to spot scam messages and protect your money from digital fraudsters. The hosts wrap up with a step-by-step guide to optimizing your savings—from building an emergency fund to leveraging HSAs and brokerage accounts. Whether you're planning your first investment or revisiting your retirement strategy, this episode is packed with expert insights to help you secure your financial future. 

Roth IRAs are powerful, but also misunderstood. In this episode of Wise Money, we break down the most common Roth IRA questions we hear. From age limits and income rules to the two different 5-year rules, Roth conversions, and when to use your Roth in retirement. We'll cover how contributions and conversions really work, how to avoid penalties, why many people invest their Roth IRA incorrectly, and how to decide whether Roth or traditional dollars should come first in your withdrawal plan.  Season 11, Episode 14 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/Oquapj-qH3g  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 the quiet chaos of a family crisis, a single phone call can upend your world. For Beth Pinsker, CFP®, that call came when her 76-year-old mother, living independently in Florida, faced spinal surgery and needed help managing her daily life—and her money. What followed was nine months of medical ups and downs, culminating in her mother's passing and the grueling task of settling her estate. Pinsker, a retirement and financial planning columnist at MarketWatch, channeled this experience into her new book, My Mother's Money: A Guide to Financial Caregiving. It's not just a memoir; it's a roadmap for the 63 million Americans—often sandwiched between their own lives and aging parents—thrust into financial caregiving roles.As a Certified Financial Planner who doesn't manage client money, Pinsker's expertise shines through her journalistic lens. "I just write about this stuff for educational purposes and to help guide people through holistic planning," she explains in a recent interview with the Positive Aging Community. Her book demystifies the "mess" of elder finances, blending raw storytelling with practical tools. Structured in five parts—Getting Started, The Cost of Care, How to Make the Money Last, Settling the Estate, and Workbooks—it's designed to turn dread into doable steps.

Be exactly who you're meant to be. Expansion starts in the mind and grows through the heart. Stay open, stay aligned, and follow what lights you up. Abundance flows when you allow it in. Picture the income, the life, the you you truly desire… and watch it manifest. ✨

Discussion with Howard Marchbanks, Certified Financial Planner and I talk about Year-end Charitable Giving. There are several things that you may not be aware of that could help you and a charity. Howard is also a UCG elder living in Santa Ana, California. Signs of trusted charities Charity rating services Leverage what you give Donor-advised funds Giving appreciated stocks Matching campaigns Legacy and estate gifts Lessons from giving Documents referred to in this podcast in downloadable PDF Income Tax Charitable Deduction Qualified Charitable Distributions (QCD)

Even in retirement, small expenses can quietly drain your income — until you take a closer look. In this episode, Joe Curry shares how a simple personal cashflow audit saved him over $2,000 a year and outlines practical steps retirees can use to find — and fix — their own hidden money leaks. Perfect for Canadians focused on tax-efficient retirement income planning and smarter spending.   Key Takeaways Small leaks sink big ships — even in retirement. Performing a personal cashflow audit can uncover significant amounts in annual savings. Subscriptions add up fast. Many retirees pay for apps, streaming services, or memberships they've forgotten about. Canceling unused ones can free up hundreds of dollars a year. Your needs change in retirement — your insurance should too. Review life, home, and auto coverage regularly to make sure you're not overpaying for outdated protection. Tax inefficiency is an invisible leak. Pulling income from the wrong accounts or missing opportunities like CPP deferral can quietly cost thousands in unnecessary taxes. Question your habits. Routines you've "always done" — from premium cell plans to cable TV — may not serve your retirement lifestyle anymore.   Resources Retirement Planning Simplified Blog Matthews and Associates Book a Cashflow Audit Call Related RPS Episodes: Ep 134 - Smart Tax Strategies for More Efficient Retirement Planning   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/   About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.    

Pippa speaks to Kirsty Scully who is a Certified Financial Planner at Core Wealth about the concept of Power of Attorney and who should consider putting one in place, at what point. Lunch with Pippa Hudson is CapeTalk’s mid-afternoon show. This 2-hour respite from hard news encourages the audience to take the time to explore, taste, read, and reflect. The show - presented by former journalist, baker and water sports enthusiast Pippa Hudson - is unashamedly lifestyle driven. Popular features include a daily profile interview #OnTheCouch at 1:10 pm. Consumer issues are in the spotlight every Wednesday while the team also unpacks all things related to health, wealth & the environment. Thank you for listening to a podcast from Lunch with Pippa Hudson Listen live on Primedia+ weekdays between 13:00 and 15:00 (SA Time) to Lunch with Pippa Hudson broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/MdSlWEs or find all the catch-up podcasts here https://buff.ly/fDJWe69 Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Retiring before Medicare? You might face a tricky balancing act between doing Roth conversions and keeping your health insurance subsidies through the Affordable Care Act (ACA). Tanner Watson, CFP®, helps us unpack a real-life retirement planning case to show how Roth conversions can impact your premium tax credits and what strategies can help you make the most of both. Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/RzfHaemmR3A  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.

On the Finance segment, Relebogile Mabotja is joined by Certified Financial Planner & Director at IWCP Proventus, Tsungai Masendeke, to talk about the real cost of financial distraction, and how clarity, consistency, and intentional focus can transform the way we manage money. 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Today's conversation is going to transform the way you think about money, and maybe even the way you cook dinner.

Host and Certified Financial Planner, Bryan Kuderna, delves into the "Buy, Borrow, and Die" strategy, a financial approach to minimize taxes. After three straight years of high stock market returns, investors should be aware of how to use their portfolio most efficiently. He discusses capital gains taxes, the benefits of long-term investing, tax loss harvesting and "wash sale" rules, step-up in basis for heirs, and the strategic use of donor-advised funds. This episode is brought to you by Weekly Wealthy Wisdom, my free e-newsletter. Go to www.bryankuderna.com to sign up now! This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 

In this episode of Dollars & Sense with Joel Garris and Kristin Castello, listeners get a front-row seat to a lively discussion on the latest government updates, major tax changes taking effect in 2025, and the crucial steps needed to prevent costly mistakes with retirement account beneficiaries. The show kicks off with the recent end of the government shutdown, playful banter about holiday travel and food benefits, and a spotlight on the team's annual food and toy drive. Joel and Kristin then break down the most impactful tax changes for the coming year, including a new $6,000 senior deduction, temporary exemptions for tips and overtime, expanded SALT deductions, and a car loan interest write-off. Clear income limits and practical advice make these updates easy to understand, and the hosts share candid insights about who benefits most and how to maximize your savings. The episode's second half zeroes in on retirement planning, focusing on how simple beneficiary mistakes can have dramatic financial consequences. Through real-life stories and actionable solutions, Joel and Kristin guide listeners through the top pitfalls—like neglecting beneficiary forms, naming estates instead of people, skipping contingent beneficiaries, and forgetting spousal waivers on 401(k)s. They emphasize the importance of regularly reviewing forms, keeping financial information organized, and preparing loved ones for the unexpected. Listeners walk away with a checklist of practical tips: review beneficiary forms, never name your estate, list both primary and contingent heirs, complete new paperwork when transferring accounts, and keep spouses and trusts properly documented. The hosts round out the episode with heartfelt marital and financial advice—reminding couples to share knowledge, stay organized, and plan ahead for peace of mind. 

Retiring with debt in your 50s can feel like a dead end, but it doesn't have to be. In this episode of Wise Money, we unpack how to balance paying off debt while still making that final push toward a confident retirement. We explain different versions of the debt snowball, how to build a five-factor retirement plan, and how to bring clarity to your financial plan so you can retire with confidence.  Season 11, Episode 13 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/5Z318wvIAJs  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.

Gain expert insights from a Certified Financial Planner on essential strategies to protect your assets and build lasting wealth. This video covers vital financial planning tips, including estate protection, managing trusts, wills, and securing your financial future for your loved ones. Learn how to safeguard your hard-earned assets with professional guidance.The Cashflow for Life podcast is about one thing: using real estate investing as a tool to create consistent cashflow every month for the rest of your life. Our mission is to help everyone in America buy their first 5 properties in the next 2 years, and have them paid off in 7 years. This is the 2-5-7 Cashflow For Life philosophy. Tune in to witness how ordinary people in our community have put this philosophy into action to increase their net worth and create consistent monthly cashflow as they continue their journey to build wealth for themselves and their families.==============Connect with us! ==============Facebook: @andrewholmesrealestate IG: @andrewholmesre

In this episode of Men of Influence, Tim Holloway sits down with financial strategist Nathan Sylvester, founder of Access Wealth Strategies, to unpack the mindset shifts men need to make to build true, sustainable wealth. Nathan shares his journey from playing music in college to becoming a Certified Financial Planner, and how his calling evolved into helping business owners and families create financial confidence through clarity and structure. They discuss the common male resistance to asking for help, the shame surrounding disorganized finances, and why so many entrepreneurs try to “clean up their money mess” before letting anyone in.Nathan walks through the essential steps to start building real wealth: get brutally honest about your spending, automate your savings, and protect your income before chasing big investment returns. He explains how most people jump ahead to stocks and real estate before securing their financial foundation; like emergency savings, life insurance, and disability coverage. From practical advice on passive vs. active investing to building legacy wealth through life insurance strategies, Nathan emphasizes the power of awareness, automation, and accountability. Whether you're just starting out or preparing for retirement, this episode will reframe your relationship with money; and help you move from financial stress to financial strategy.Key Takeaways:Awareness is Step One: Track where your money is going; most people are shocked by the reality.Stop Flying Solo: Financial shame and pride keep men from getting help. A good advisor makes it easier, not harder.Automate to Win: Set up automatic savings so discipline isn't optional; it's built into your system.Protect Before You Grow: Build emergency savings and insurance coverage before diving into risky investments.Make Work Optional: The real win is freedom; getting to a place where work is a choice, not a necessity.“If you don't know where your money is going, there's no way you can direct where it should go.” - Nathan SylvesterLearn more about Tim through the following links:FacebookPodcasting group

Even high-net-worth retirees can fall into the trap of financial complexity, with multiple accounts, different advisors, and no clear strategy. In this episode, Joe Curry explains why simplifying your financial life can create more control, smarter tax planning, and greater peace of mind. Learn how coordination, clarity, and a single cohesive plan can strengthen your retirement income strategy.   Key Takeaways Complexity creates confusion and missed opportunities. When investments are scattered across institutions, it's hard to see the big picture — leading to inefficiency and inaction. Diversification isn't about having money with many advisors. Real diversification happens when your investments are coordinated under one structured portfolio that works in harmony. Simplification unlocks smarter tax planning. With a unified view, you can coordinate RRSP, TFSA, and non-registered withdrawals to minimize lifetime taxes and avoid OAS clawbacks. A coordinated plan gives you clarity and confidence. Seeing your full financial picture in one place makes it easier to make decisions and understand how each dollar supports your goals. An advisor helps you stay simple and strategic. A great advisor continually reviews, rebalances, and coordinates your plan — keeping things clear, efficient, and aligned with your life.   Resources YRPS Ep # 134 – Smart Tax Strategies for More Efficient Retirement Planning A previous episode of YRPS that touches on how to build a tax-efficient retirement income plan Book a Call with Matthews + Associates   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/   About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

The amount of risk taken within your investment plan may be driven by your comfort zone. However, is your comfortable level of risk different than the amount of risk you need to take to maintain your desired lifestyle throughout your retired years? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you find a balance between risk tolerance and risk capacity. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Nick Hopwood, Certified Financial Planner and Founder of Peak Wealth Management, joins Steve Gruber to break down smart strategies for your retirement and investments. From new IRA, 401(k), and HSA contribution limits to catch-up rules for those over 50, Nick explains how to make the most of your money. He also compares Wirehouse advisors to RIAs, discusses the impact of the government shutdown on retirement planning, and weighs in on the latest mortgage trends. To get a free Social Security analysis and a second opinion with Nick and his team of CFPs to retire with confidence, visit peakwm.com/gruber.

Brian Thompson chats with Rachel Bernier-Green, founder and CEO of the Economic Justice Consortium, a Chicago-based firm that helps mission-driven businesses sustain and amplify their impact through financial and operational excellence. A recovering public accountant turned social entrepreneur, Rachel has dedicated her career to closing the racial wealth gap and redefining what it means to lead with purpose and profit. In this episode, Rachel shares her journey from climbing the corporate ladder in public accounting, to running a social enterprise bakery that partnered with Whole Foods and Starbucks, and now guiding other entrepreneurs in building sustainable, values-driven businesses. She opens up about burnout, courage, and the lessons learned from failure, as well as how she helps clients reject hustle culture and build wealth for their communities. Episode Highlights Mission-driven businesses focus on impact and income. Rachel defines a mission-driven business as one that "has a focus other than profit maximization." Whether seeking to improve the environment, society, or treatment of employees, mission-driven businesses aim to make a positive net impact. "People think if they have a greater purpose, they also don't need to focus on profit," Rachel said. "If you lose that focus on profit, your mission ceases to exist." Turn loss into leadership. Rachel's first entrepreneurial endeavor came when she left a toxic corporate environment and turned to baking as a stress outlet. Her bakery partnered with regenerative farms and hired previously incarcerated individuals, creating jobs that reduced recidivism in her Chicago community. Nine years after starting her first company, a combination of a tragic ceiling collapse and the COVID-19 pandemic ultimately led to the business's closure. While it felt like a failure at the time, the experience led her to a bigger purpose — founding the Economic Justice Consortium to help other mission-driven businesses build sustainable success. "There are some things you can only learn by going through a business that ends," she said. "I do think that business needed to come to an end for me to do the work that I'm doing now, which will have a much more significant impact on the world." Track your Objectives and Key Results (OKRs). Economic Justice Consortium offers fractional CFO services and consulting services for operational systems and big-picture strategy. The firm also relies heavily on the Objectives and Key Results (OKRs) strategic framework, which breaks down specific objectives based on the larger company mission and vision. "We actually utilize our task management tool to track those objectives," she said. "It incorporates a level of accountability. There's an internal dashboard that the entire team has access to in real time, and they can see whether we're on track or not on track with any of our OKRs." Rebuke hustle culture. Rachel recommended the book "Laziness Does Not Exist" by Chicago professor Devin Price, which challenges the culture of overwork and redefines productivity. The book explores how the American work culture is misaligned with data science on productivity and has transformed how Rachel approaches her work and her expectations for her team. "Hustle culture is very damaging on so many levels," she said. "The book challenged me so much I had to sit down and come back to it because I had always prided myself on my work ethic and putting in the hours." Resources + Links Xero accounting software "Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine" by Mike Michalowicz "The Great Game of Business, Expanded and Updated: The Only Sensible Way to Run a Company" by Jack Stack and Bo Burlingham "Laziness Does Not Exist" by Devon Price Ph.D. Rachel Bernier-Green: LinkedIn Economic Justice Consortium: Website, Instagram, Facebook, LinkedIn, X, TikTok The Purpose Profit Shift Podcast: Apple Podcasts, Spotify, RSS Feed Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

In this edition of 'Widow Wisdom and Wealth™,' host Donna Kendrick and her husband Jim Gehan share an impromptu conversation about self-care, sleep, and community support after the loss of a spouse. They discuss the importance of creating a new normal, taking personal time, and addressing the guilt often felt by widows and widowers when they focus on their own needs. The episode highlights their personal experiences and offers practical advice for those navigating career challenges and parenthood after losing a partner.   00:00 Introduction to Widow Wisdom and Wealth 00:42 Impromptu Podcast Setup 01:37 Jim's Mecu Auto Auction Experience 02:07 Donna's Writer's Retreat in Sedona 03:01 Encouraging Self-Care and Personal Time 04:18 Balancing Career, Kids, and Self-Care 09:51 Challenges of Early Widowhood 13:10 Discussing Fast Food Preferences 13:49 Taking Care of Yourself 14:03 The Importance of Rest and Sleep 15:08 Adjusting to a New Normal 16:42 Seeking Support and Self-Care 18:25 Finding Personal Time and Hobbies 20:57 Final Thoughts and Encouragement 22:42 Closing Remarks and Contact Information     _______________________________ CONNECT  WITH DONNA

In this episode, I sit down with Amber Meyer, Certified Financial Planner with TruStone Wealth Management, for an eye-opening conversation about how financial realities and family expectations shape the success (or the struggle) of farm transitions. Amber brings years of firsthand experience helping multigenerational farm families align money, mindset, and legacy. Together, we explore the biggest hurdles keeping families from "getting to the table," from unspoken assumptions and generational gaps to the tough math of cash flow, living expenses, and retirement readiness. Amber explains why clear communication, realistic asset valuations, and early planning are essential to keeping both the business and the family intact. We also talk about creative ways to make transitions viable—from custom work and diversified income streams to using tools like trusts and lifetime transfers to balance fairness with financial sense. If you've ever wondered how to start these conversations or how to keep them from derailing, this episode will help you see that peace and profitability can go hand in hand when families commit to transparency, teamwork, and communication. Access the full show notes for this episode at elainefroese.com Discover more about our guest: Amber Meyer, CFP APMA Elaine Froese Resources: Watch this episode on YouTube. SPEAKING - book Elaine for your next event COACHING - find your Farm Transition Coach MEMBERSHIP - Join the Farm Family Harmony Membership waitlist RESOURCES - download for FREE CONTACT - take the next steps in your transition  BURNING QUESTION? Submit it here for Elaine or her coaches Timestamps 0:01:55 - Amber's background growing up on a farm in North Dakota 0:04:34 - Discussion of generational gaps in farming 0:08:34 - Financial inventory and assessing farm viability 0:11:53 - Advice on saving and investing for young farmers 0:17:06 - Importance of wills and estate planning 0:21:37 - Setting realistic land and asset valuations 0:24:04 - Fee structure for financial advisors 0:28:58 - Who typically drives the farm transition process 0:33:56 - Key advice: Communicate, communicate, communicate

I was excited to chat once again with Behavior Gap author and financial storyteller Carl Richards about the ideas behind his brand-new book, Your Money and 101 Other Things That Matter.   Carl's famous hand-drawn sketches have helped millions simplify complex financial concepts — but beneath the simplicity lies profound wisdom about living a meaningful, values-driven life. Together, we explore how our relationship with money shapes our happiness, the tension between working hard and letting go, and why sometimes the bravest thing we can do as investors is nothing at all.   In this episode we discuss:   ·      Carl's journey from financial planner to New York Times columnist and author of the beloved "Sketch Guy" series. ·      The power of simple visuals to create clarity and spark real conversations about money. ·      "Actively doing nothing" — why patient investing and staying the course is one of the hardest (and most valuable) disciplines. ·      The spending practice — connecting your money to what you truly care about, and how everyday spending can become a reflection of your values. ·      "Spend the money" — why many retirees need permission to stop deferring joy and start living now. ·      Days or decades — tuning out the noise, avoiding anxiety-driven media, and focusing on what genuinely matters in the long term.   Carl Richards is a Certified Financial Planner™, author, and creator of The Behavior Gap and The Sketch Guy column for The New York Times, where his hand-drawn sketches made complex financial ideas beautifully simple. Through his work at behaviorgap.com, Carl helps people and advisors worldwide have better conversations about money, decisions, and what truly matters most.  

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how alternative investments can play a valuable role in portfolio management and retirement investing. They're joined by Brooke Garcia, a Certified Financial Planner™, Chartered Financial Analyst®, and Chartered Alternative Investment Analyst®, who brings deep expertise in private markets investing, risk management for investors, and portfolio diversification strategies. They explore how adding non-correlated assets such as private equity or private credit investing can help improve portfolio balance and reduce portfolio risk—especially when the traditional 60/40 portfolio approach no longer provides the same stability. This insightful discussion dives into how alternative investments can create a more tax efficient portfolio and contribute to a smoother investment experience during volatile market cycles. Listen in to learn about how alternative investments explained by Brooke can reshape the way you think about diversification and retirement planning strategies. You'll discover how these vehicles can provide access to opportunities outside of the public markets, deliver potential capital gains strategy benefits, and offer unique tools for investment risk management. If you're exploring ways to plan for retirement, retiring comfortably, and secure your retirement, this episode is packed with insights that connect tax planning, index replication, and tax loss harvesting into a broader tax strategy that enhances long-term wealth management. In this episode, find out: What alternative investments are and how they differ from traditional stocks and bonds. Why private markets investing may provide higher returns and smoother volatility. How to use non-correlated assets to build a more diversified portfolio and improve portfolio balance. Key considerations about liquidity, manager due diligence, and position sizing in alternative investments. How a well-designed diversification strategy supports long-term retirement planning and tax efficiency. Tweetable Quotes: “When bonds and stocks fall together, that's when investors start to realize the importance of alternative investments in balancing risk.” — Radon Stancil “Alternative investments aren't perfect for everyone, but everyone should evaluate whether they can play a role in their plan for retirement.” — Murs Tariq Resources: 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 this episode of Pilot's Portfolio, Certified Financial Planner and GA pilot Tim Pope helps pilots close out the year with clarity and confidence. As 2026 approaches, new tax and retirement contribution rules are set to take effect—and Tim explains what they mean for your paycheque, your savings, and your strategy. From 401(k) and IRA limit increases to the controversial new Roth “catch-up” rule, this episode unpacks how to plan ahead and avoid falling into what Tim calls a “2026 tax grab”. Tim also encourages reflection on your 2025 financial wins, the goals that didn't quite land, and what to do differently next year. Whether you're celebrating a major milestone, planning a move, or eyeing your next savings target, this episode helps you finish the year strong and start 2026 with a smarter plan.What You'll Learn from This EpisodeHow to reflect on 2025's financial wins and identify what to improve in 2026.Which 401(k), IRA, and HSA contribution limits are changing in 2026—and how to plan for them.The truth behind the new Roth-only catch-up rule for earners above $145,000.How to decide between Roth and pre-tax contributions for tax efficiency.The differences between 401(k)s and IRAs—and why each matters for pilots.What “super catch-up contributions” mean for those aged 60–63.How to use reflection, discipline, and timing to turn frustration into financial advantage.Why 2026 may feel like a “tax grab”—and how to stay ahead of it.Resources:Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.

Welcome to this week's Dollars & Sense episode with Joel Garris! Are you wondering if you should rent or buy in today's crazy market? Or how AI is really reshaping the economy—and maybe even your job? In this video, Joel breaks down the biggest financial trends of the moment and gives you the tools to make smarter money moves. First up, Joel uncovers why corporate earnings are smashing expectations and how Amazon's massive AI push could change the workforce as we know it. Is the AI hype the next tech bubble? Find out what you should be watching out for in your investment portfolio today! Then, we jump into the “Rent vs. Buy” debate. With homeownership at historic lows for young people and investing on the rise, Joel explains the pros and cons, the real numbers, and the emotional side of these decisions. Are you better off staying a renter and investing the difference, or does owning your home still build the most wealth? Tune in for the surprising truths—and what most people are getting wrong. Want actionable tips, expert insights, and honest answers to your biggest money questions? Watch now and get ahead of the curve! Don't forget to like, subscribe, and hit the bell so you never miss an episode of Dollars & Sense! 

When you retire, your investment strategy shouldn't look the same as it did during your working years. The way down the mountain is different and more challenging than the climb up. In this episode of Wise Money, we're walking through five retirement investment strategies, explaining the pros and cons of each, and helping you determine which approach is best for your situation. From dividend investing to the personal pension plan, discover how to manage risk, protect your income, and keep your retirement on track. Season 11, Episode 12 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/vl-jAU5wWAg  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.

Have you ever stopped to think about the relationship you have with money, not just your budget or bank balance, but the emotions that shape your financial choices?Even though money looks logical on paper, the truth is most of our financial decisions come from our emotional state—shaped by the families we grew up in, what we witnessed, and what we learned about having “enough.”In this powerful episode, I sit down with Shannon Ryan, Certified Financial Planner, TEDx speaker, and author of Your Money Has Feelings. With over 30 years of experience guiding people through financial change, Shannon brings warmth and compassion to a topic that often feels shame-filled or overwhelming. Her approach blends personal finance and emotional well-being in a way that might shift how you relate to money for good.We explore:How early family patterns create emotional “scar tissue” around money—and how that shows up nowWhy women often carry unhealed money fears during midlife transitionsHow your nervous system responds to money stress—and what helps calm itWhy financial security after divorce can feel like an emotional minefieldThe sneaky money beliefs that keep you stuck in scarcityWhat real financial empowerment looks like (hint: it's not just numbers)If you're rebuilding after a breakup, reentering the workforce, or just trying to feel safer and more confident with money, this conversation will leave you feeling seen, grounded, and hopeful.You're not broken, you're just taking the next right step.Here's to trusting yourself, and trusting the next right step.LaurieClick here for a video on how to leave a review to receive a free somatic stabilization/grounding exercise. The podcast graphic is different from the current one. Once you complete it and send me a picture I will send you the video. My email is laurie@laurieejames.comThank you in advance. Click here to learn about my NEW “Nervous System Regulation Starter Kit” Free ResourcesClick here to schedule a FREE inquiry call with me.Click here for my FREE “Beginner's Guide to Somatic Healing”Click here for my FREE Core Values ExerciseClick here to purchase my book: Sandwiched: A Memoir of Holding On and Letting GoWebsiteConnect with Shannon RyanYour Money Has Feelings BookPlease leave me feedback. I cannot respond so if you'd like me to respond, please leave your email***********************DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL, MEDICAL OR PROFESSIONAL ADVICE. YOU SHOULD CONTACT A LICENSED THERAPIST IF YOU ARE EXPERIENCING SUICIDAL THOUGHTS. YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE. YOU SHOULD CONTACT A LICENSED MEDICAL PROFESSIONAL WITH RESPECT TO ANY MEDICAL ISSUE OR PROBLEM.

In this episode of Your Retirement Planning Simplified, Joe Curry unpacks essential cybersecurity lessons for retirees, based on insights from expert Darren Mar, Director of Client Solutions at NPC Dataguard, who recently led an informative cybersecurity webinar for clients of Joe's firm, Matthews + Associates.  Learn how to protect your retirement savings, personal data, and peace of mind from online threats with simple, practical steps that safeguard your digital and financial life.   Key Takeaways Cybersecurity is part of retirement security. Your wealth, identity, and digital assets are all connected — protecting them is as important as managing your investments. Most cyberattacks target individuals, not just corporations. Retirees are prime targets because of their savings, steady income, and tendency to trust legitimate-looking communications. Five essential layers of protection. Multi-factor authentication, long passphrases, regular software updates, secure backups, and professional-grade security tools dramatically reduce your risk. Awareness beats fear. You don't need to be a tech expert — just build consistent habits, question unexpected messages, and know what to do if something feels off. Peace of mind is part of your plan. Cybersecurity helps protect not only your money but your confidence and independence in retirement.   Resources Darren Mar, Director of Client Solutions at NPC Dataguard Darren recently led a webinar about Cybersecurity for our Fall 2025 Client Event at Matthews + Associates Cybersecurity & Identity Theft Checklist Request your free copy by emailing us: info@retirementplanningsimplified.ca YRPS Ep #97 Blog: Safeguard your Savings: Outsmart Cybercriminals Targeting Your Money with Scott Wright Previous YRPS episode with related content Matthews + Associates   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/   About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

In this episode of Journey to Launch, I'm joined by Beth Pinsker, financial planning columnist for MarketWatch, Certified Financial Planner, and author of My Mother's Money: A Guide to Financial Caregiving. Beth shares her personal and professional insights on what it really takes to manage a loved one's finances and why preparing now can save you (and your family) heartache, time, and money later. We talk about the realities of caregiving from setting up power of attorney and health care proxy forms, to navigating long-term care insurance and estate planning. Beth's own journey caring for her mom opened her eyes to how unprepared most of us are for this role and inspired her to create the guidebook she wishes she'd had. In this episode, Beth also shares:  How to proactively start financial caregiving conversations with your parents or adult children even when it feels uncomfortable The real cost of caregiving (and how to plan for it before it derails your financial goals) How to handle sibling dynamics and avoid conflict when managing a parent's money he importance of updating beneficiaries, wills, and trusts and why it's easier than most people think Check out the video to this episode on YouTube here. Other related blog posts/links mentioned in this episode: Read Beth's book, My Mother's Money: A Guide to Financial Caregiving Get your copy of Your Journey To Financial Freedom if you haven't already. Apply to Share Your Journeyer Story, here. Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here! Join The Weekly Newsletter List to get updates, deals & more! Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp Check out my personal website here. Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with Beth: Website: BethPinsker.com Instagram: @bethpinsker_ny Bluesky: bethpinsker.bsky.social‬ Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide

Alan Franks is a financial planner, author, and speaker.  In this episode, he talks about childhood experiences that inspired change, the singular education from owning a business, the value of mentors, scaling forward and back, and building the guidebook for others.Alan Franks is an author, speaker, and a fee-based CERTIFIED FINANCIAL PLANNER™ who provides holistic financial planning services nationwide. Unlike many financial advisors who prioritize selling products, Alan takes a client-centered approach, helping individuals and families define their lifestyle goals and then reverse-engineering a tailored financial plan to achieve them. His focus on cost-effective, tax-advantaged strategies empowers clients to realize their dreams as quickly and efficiently as possible.Specializing in serving professionals, executives, and business owners, Alan helps his clients live their fullest lives through thoughtful and strategic financial planning.Website: empowered-money.com/LinkedIn: linkedin.com/in/alanfranks/Instagram: @frankly_financialBook: https://a.co/d/3JFMWavTo learn more, visit:linkedin.com/in/jason-Shupp-18b4619bListen to more episodes on Mission Matters:https://missionmatters.com/author/Jason-Shupp/

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron's, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

Tim Pope, CFP® and founder of 360 Aviation Advisors, joins Dylan and Max to talk about how pilots can make smarter financial moves—on and off the line. From variable pay to early retirement and crashpad cash flow, Tim breaks down what makes pilot finances uniquely tricky and how to stay ahead of turbulence. The crew also dives into taxes, scheduling volatility, and the "golden handcuff" problem in today's airline contracts. Tune in for real-world money talk that every professional pilot should hear before their next recurrent. Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Show Notes 0:00 Intro 3:45 360 Aviation Advisors 6:04 End-Of-Year To-Do 14:46 Income, 529s, Roth IRAs 21:48 Super Saver vs Super Spender 49:18 Pilot's Portfolio Our Sponsors Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more. Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.

What if the secret to building wealth wasn't working harder—but paying smarter?In this episode of The Proven Entrepreneur Show, host Don Williams sits down with Mike Milligan, Certified Financial Planner and founder of 1 Oak Financial, to unpack the tax strategies and mindset shifts that helped him build a multi-million dollar business—while legally paying just 2% in total tax.Mike shares his journey from counting cash in coffee cans for his grandmother's cornbread sandwich hustle to becoming a bestselling author of The One-of-a-Kind Financial Plan. You'll hear how desperation sparked innovation, and how real-life lessons shaped his mission to help entrepreneurs build wealth and reclaim time.Topics Discussed:The #1 financial mistake entrepreneurs make (and how to fix it)Tax-saving strategies like the Augusta Rule and Section 179 depreciationWhy Mike moved to Puerto Rico for tax optimizationA real-life case study: how a realtor went from $40K to $1M net worthThe importance of working with entrepreneurs—not employeesListener Benefits:Learn how to legally reduce your tax burdenDiscover practical wealth-building strategiesGet inspired by real transformation storiesUnderstand how to reclaim time by outsourcingHear why working with entrepreneurial advisors mattersWhether you're a founder, real estate agent, B2B leader, or aspiring entrepreneur, this episode delivers actionable strategies and real-world wisdom to help you thrive financially.