Podcasts about certified financial planners

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  • 1,192PODCASTS
  • 3,630EPISODES
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  • Jul 2, 2022LATEST

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Best podcasts about certified financial planners

Show all podcasts related to certified financial planners

Latest podcast episodes about certified financial planners

The Wise Money Show™
Financial Planning in Your 30s

The Wise Money Show™

Play Episode Listen Later Jul 2, 2022 41:59


In your 30s you'll face many new and interesting financial challenges. You are likely making more money now than ever before and facing significant financial decisions — like having kids, purchasing a bigger house, changing careers, and more. Whether you are entering your 30s or halfway through, we are helping you face the biggest financial planning decisions in your 30s on this episode of The Wise Money Show. Season 7 Episode 45 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.   Find more information about the Wise Money Show™ at www.wisemoneyshow.com  Be sure to stay up to date by following us!  Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/  Want more Wise Money™?  Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/QMuBW2TiXDc  Subscribe on YouTube: http://www.youtube.com/c/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.

Wake Up To Your Wealth with Julie Murphy
Do you create your life from crisis or chaos?

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jul 1, 2022 38:09


Join Julie on her mission to heal the world financially. #deepakchopra Many of us don't realize how we create our lives from a crisis or chaos which is a sure tell sign that you are not authentically being you. Join Julie and Rita to discuss how to show up in the world more like yourself, let that FREAK FLAG FLY, and be exactly who you were meant to be. Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

WEALTH IN CHRIST PODCAST
How to become financially free

WEALTH IN CHRIST PODCAST

Play Episode Listen Later Jun 30, 2022 32:07


In episode 70 of the Wealth of the Christ, We sat down with Ms.Jacqueline Schadeck. Ms.Jacqueline Schadeck is a CERTIFIED FINANCIAL PLANNER  who partners with individuals and families to help them gain financial clarity. In this podcast, we discuss how Ms.Jacqueline helps individuals become financially free.Jacqueline IG:https://www.instagram.com/jacquelineplans/Link to join Pray and Invest Group:https://www.facebook.com/groups/216144613257783/Link to investing guide:https://wealthinchristbrand.com/products/investing-guideWealth in christ Instagram:https://www.instagram.com/Wealthinchrist/Dami on IG:https://www.instagram.com/damitheceo/Wealth in christ store: wealthinchristbrand.comUSE promo code: WEALTH for 10% off any products

Wake Up To Your Wealth with Julie Murphy
Julie Murphy Lives That Thrive - Being Gay in the Military

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jun 30, 2022 41:26


Join Julie on her mission to heal the world financially. Jessica is a fellow financial planner that she says I had a huge impact on in 2020 when I spoke at a women's conference for AssetMark which is an institutional investment firm. Jessica has had a lifetime of adversity and she has learned to be authentic and pivot all along with the way. One example she gives in the video is when she was in the Marine she choose to “out” herself that she was gay and she was honorably discharged for it….and she still is thriving to this day. Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

CBS Eye on Money
How to Handle Military Signing Bonus

CBS Eye on Money

Play Episode Listen Later Jun 30, 2022 18:09


We're both joining the military and we'll each receive a signing bonus of $100,000. What should we do with the money?Have a money question? Email us, ask jill [at] jill on money dot comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wake Up To Your Wealth with Julie Murphy
How to Create a World That You LOVE

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jun 29, 2022 8:01


Join Julie on her mission to heal the world financially. I was reminded today about how we can either choose to react or respond to when the job opportunities show up or don't in the timeframes we expect them to do so. In this process, we need to learn how to release expectations and attachments to create the world that we love. Join Julie to see how in this video Join Julie on her mission to heal the world financially. Julie discusses how to unplug from the fear of a recession how to dissipate the fear and how to manage your way through tumultuous financial times. Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

Money Talk With Tiff
Wealth Management with Jamie Lima

Money Talk With Tiff

Play Episode Listen Later Jun 28, 2022 20:21


Jamie Lima joins Tiffany this week to share his knowledge on all things wealth management, covering everything from estate planning, retirement and tax management. About Our Guest Jamie Lima is the President of Woodson Wealth Management. Jamie's career began with Morgan Stanley in 2006. He later joined Fidelity Investments in 2011, where he managed a $1 billion in assets of high-net worth families and businesses. During his tenure with Fidelity, he also spent several years coaching and training fellow associates nationally with a focus on the southern California region. To that end, he brings over 20 years of financial education and hands-on experience in the Financial Services industry. Jamie holds an MBA from National University in San Diego and has been a CERTIFIED FINANCIAL PLANNER™ for nearly a decade. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces fit' for them. “The Financial Planning process can seem like an overwhelming exercise, but it doesn't have to be. My job is to ensure that my team and I are with our clients every step of the way. Our job is done when clients can easily understand and, more important, are able to explain their plan(s) to their loved ones. The pinnacle for me is creating a cohesive (and executable) plan, which every important stakeholder can follow and implement.” Outside of work, Jamie and his wife, Dawn, spend a lot of time in their Jeep off-roading, working around their farm in Ramona, CA and trying to keep up with their 5 (yes, 5!) kids. Connect with Jamie Instagram: https://www.instagram.com/jamiemlima/ Twitter: https://twitter.com/JamieMLima Facebook: https://www.facebook.com/Woodsonwm Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant

We Talk Careers
Building Your Network with Rita Cheng

We Talk Careers

Play Episode Listen Later Jun 28, 2022 31:42


How do you create lasting and encouraging connections? What easy and effective steps help you build your network? Marguerita Cheng is the CEO of financial advisory firm, Blue Ocean Global Wealth. As a Certified Financial Planner® she helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Rita is a regular columnist for MarketWatch was recently awarded the 2021 Women in ETFs Service Award. Kristine Delano and Rita discuss how following your passion, being willing to say “yes”, and leveraging social media can all conspire to bring impactful connections into your life. What is the most important thing as you walk into a room of people you don't know? Rita shares her successful insights. Follow on Instagram kristine.delano.writer to join the conversation. Visit www.womeninetfs.com to find additional support in the ETF industry. Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Christian Woman Leadership Podcast
196: Fulfilling Your God-Given Purpose: What's Money Got to Do With It? with Portia Jackson

Christian Woman Leadership Podcast

Play Episode Listen Later Jun 28, 2022 50:22


Is money connected to fulfilling your God-given purpose? How do you pursue your purpose without making money an idol? And is there such a thing as a non-woo version of manifestation that is okay for Christians to use? In this episode, you'll hear an engaging conversation between Holly and our guest, Portia Jackson. Portia is a Certified Financial Planner and owns her own business called Wealthy and Fulfilled.  Portia shares her journey to the finance world from being a literal rocket scientist. She talks about the struggles of mothering a child with special needs and she also shares how her leadership journey opened up when she finally found her gifting and pressed into God's will for her life.    Portia and Holly hit some pretty hard topics head-on in the episode. They talk about everything from race and African American female role models, to how the Enneagram can help us identify how we relate to money, and lastly they discuss the concept of Christ-centered manifestation.   I know this episode will challenge you but also encourage you to think objectively about how you relate to money and how your mindset has served you or hurt you. For the full show notes, visit estherlittlefield.com/episode196 Episode Sponsor: The sponsor for this episode is my upLIFT Mentormind. upLIFT is a mastermind program for Christian women building an online business who want to move from surviving to thriving. If you're already earning consistent income in your business but you want to be surrounded by supportive Christian women and receive business mentoring and marketing coaching from me… then this is the place for you!  Learn more about upLIFT here. Connect with Esther and Holly: Esther's Website Holly's Website Instagram Facebook Group Facebook Page  This episode was originally published on estherlittlefield.com/episode196.

CBS Eye on Money
Am I Financially on Track?

CBS Eye on Money

Play Episode Listen Later Jun 28, 2022 12:03


As a 35 year old woman living in Austin and working in tech, I'd love to know if I'm financially on track for retirement, and what I should do with excess savings in my money market account?Have a money question? Email us, ask jill [at] jill on money dot comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Personal Pension Radio
PPR 272 Deal Of The Week Headlights & Headrests

Personal Pension Radio

Play Episode Listen Later Jun 27, 2022 10:35


As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans.  Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our team members, we can help you think defensively about protecting your wealth, investments, business intellectual property, and other assets and counsel you through choices you make to prepare for the future. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey.  Kraig's mission is help you build & protect your wealth and lifestyle today and generationally. Along the way, Kraig is ready to assist with all matters related to your financial wellbeing as well as your business and family legal needs.  Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach.   DISCLAIMER: Kraig Strom is not an attorney or a certified public accountant. Kraig is a Certified Financial Planner Professional®, a Chartered Financial Consultant®, and an Investment advisor representative.  As cool as all that may sound, this video is only helpful hints, tips and education. This video is not specific tax, legal or investment advice. Before you decide to take action on anything you see in this video, please consult with your tax, legal or investment advisor first.

For Your Benefit
Social Security FAQs

For Your Benefit

Play Episode Listen Later Jun 27, 2022 55:51


June 27, 2022 on ForYourBenefit, host Tammy Flanagan, Senior Benefits Director NITP, welcomes Mary Beth Franklin, Certified Financial Planner®, Contributing Editor for InvestmentNews, President of RetirePro, and foremost Social Security expert. Tammy and Mary Beth will explore the following important topics: What are the claiming strategies for Social Security that will maximize your retirement security? When does it make sense to claim Social Security at 62? When does it make sense to delay claiming Social Security? Can you still do-over your Social Security election or can you suspend your benefit payments? What is the difference between payroll taxes and the income taxes you may have to pay on your benefits? What are the “Social Security Trust Funds?” How is Social Security financed? Is Social Security going broke? What does the 2022 Social Security Trustees report mean when it states: The fund's reserves will become depleted and continuing tax income will be sufficient to pay 77 percent of scheduled benefits? What are the likely changes that lawmakers will make to reduce or eliminate the long-term financing shortfalls in Social Security and Medicare? What is the purpose of the Social Security cost-of-living adjustment? Inflation is at near record highs; will the COLA keep up with inflation? If I delay Social Security past age 62, will I miss out on the COLAs? For questions or comments, email us in advance at ForYourBenefit@nitpinc.com

Personal Pension Radio
PPR 273 Rose Colored Retirement Glasses

Personal Pension Radio

Play Episode Listen Later Jun 27, 2022 15:59


As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans.  Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our team members, we can help you think defensively about protecting your wealth, investments, business intellectual property, and other assets and counsel you through choices you make to prepare for the future. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey.  Kraig's mission is help you build & protect your wealth and lifestyle today and generationally. Along the way, Kraig is ready to assist with all matters related to your financial wellbeing as well as your business and family legal needs.  Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. DISCLAIMER: Kraig Strom is not an attorney or a certified public accountant. Kraig is a Certified Financial Planner Professional®, a Chartered Financial Consultant®, and an Investment advisor representative.  As cool as all that may sound, this video is only helpful hints, tips and education. This video is not specific tax, legal or investment advice. Before you decide to take action on anything you see in this video, please consult with your tax, legal or investment advisor first.

McNamaraOnMoney
Let's do a Plan! - Part 2 of 2

McNamaraOnMoney

Play Episode Listen Later Jun 27, 2022 47:27


Let's do a Plan! - Part 2 of 2 What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He's semi-retired, and works with legacy clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

McNamaraOnMoney
Let's Do A Plan! - Part 1 of 2

McNamaraOnMoney

Play Episode Listen Later Jun 27, 2022 48:28


Let's do a Plan! - Part 1 of 2 What is financial planning? What does it mean to make a financial plan? This week join Kirk Reed and Mike McNamara as they walk through making a financial plan. Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He's semi-retired, and works with legacy clients and select others. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Wake Up To Your Wealth with Julie Murphy
Hey You! Unplug From The Fear Of A Recession And The Stock Market

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jun 27, 2022 8:22


Join Julie on her mission to heal the world financially. Julie discusses how to unplug from the fear of a recession how to dissipate the fear and how to manage your way through tumultuous financial times. Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

The Retirement Ready Show
Ep. 26 - Two Tax Strategies

The Retirement Ready Show

Play Episode Listen Later Jun 27, 2022 21:36


This is The Retirement Ready Show hosted by Tony Drake, Certified Financial Planner with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple.

The Divorce and Beyond Podcast with Susan Guthrie, Esq.
What Impact Does Your ”Standard of Living” REALLY Have On Your Divorce with Top Divorce Financial Expert, Olivia Summerhill on Divorce & Beyond #243

The Divorce and Beyond Podcast with Susan Guthrie, Esq.

Play Episode Listen Later Jun 27, 2022 39:36


In this episode, Host Susan Guthrie and Top Financial Expert, Olivia Summerhill CFP, CDFA, CMC, share insights into the significance that the marital standard of living (MSOL) may have on your divorce and how it can impact your ability to maintain your lifestyle post-divorce. "I just want to maintain my standard of living."  Divorce attorneys and financial professionals hear that a lot but what does that really mean?  What constitutes your standard of living and how does the law look at the situation when it comes to helping people continue that lifestyle in their life BEYOND? The MSOL issue most commonly arises when discussing just how much spousal support or alimony will be paid by the higher earning spouse to the other.   Many people assume that they will be entitled to receive an amount that allows them to continue that lifestyle but what about the fact that  there is only so much money to go around?  We discuss this all and more in the episode. Olivia Summerhill, CFP, CDFA, CMC founded a financial consulting firm dedicated to helping women maintain their lifestyles and thrive post-divorce by educating and empowering them financially.   Although Olivia's niche is celebrity and ultra-high net worth clients, she works with clients in diverse financial situations through her extensive pro bono work.  Olivia knows that when it comes to money and finances, there is nothing more empowering than knowledge and she shares so many golden nuggets with listneners in this episode - it's a MUST listen! About this week's special guest: Olivia Summerhill is the founder of a financial consulting company called The Summerhill Firm. She helps affluent women maintain their lifestyles and thrive post-divorce by educating and empowering them financially.  Her niche serves famous and high-profile women who need help navigating the financial complexities of divorce. Having a decade of experience in wealth management and private banking, Olivia dedicates her time to protecting women. She consults with financial advisors and works with their clients to help them avoid divorce mistakes.  Among numerous other designations in finance, Olivia is a Certified Financial Planner, Certified Divorce Financial Analyst, Certified Divorce Specialist, and a Certified Money Coach.  Olivia is often highlighted in Forbes, US News, MSN, and other media. She hosts a money coaching podcast called 'Divorce for Wealthy Women.' And currently, she is training for an Ironman to raise money for a non-profit that helps women take control of their finances.    ********************** MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country.  Susan is a member of the Executive Council of the American Bar Association Section of Dispute Resolution and is the Founder of Divorce in a Better Way® which provides a curated selection of resources and information for those facing divorce and other life changes.  Internationally renowned as one of the leading experts in online mediation, Susan created her Learn to Mediate Online® program and has trained more than 18,000 professionals in how to transition their practice online.  Susan recently partnered with legal and mediation legend, Forrest "Woody" Mosten to create the Mosten Guthrie Academy which provides gold standard, fully online training for mediation and collaborative professionals at all stages of their career.   ***************************************************************************** SPONSORSHIP OPPORTUNITIES AVAILABLE! If you would like to sponsor the show please reach out to us at  divorceandbeyondpod@gmail.com for pricing and details!!! ********************************************************************* Remember to follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information: Susan Guthrie on Facebook @susanguthrieesq Susan on Instagram @susanguthrieesq Susan on Twitter @guthrielaw If you want to see the video version of the podcast episodes they are available on The Divorce & Beyond YouTube Channel!  Make sure to LIKE and SUBSCRIBE so you don't miss a single episode! Finally, we'd really appreciate it if you would  give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!  You can get in touch with Susan at divorceandbeyondpod@gmail.com.  Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!! ***************************************************************************** DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM

Military Money Show
What Military Spouses Can Do With Multiple 401ks

Military Money Show

Play Episode Listen Later Jun 27, 2022 34:40


A military spouse's retirement is an important part of a military family's retirement planning. Thankfully more and more military spouses are taking advantage of using Individual Retirement Accounts or employer 401ks to save for their future. The challenge for military spouses is to decide what to do in situations where you have multiple 401k accounts because of your many job changes due to PCSing. In this episode, I talk with Patrick Ortman, a military spouse and a Certified Financial Planner on best practices military spouses can use to help them make decisions and manage multiple 401ks. Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in Bethesda, MD. He has a strong focus on his clients' overall financial well-being and recognizes that money is only a tool to help achieve the vision each person has for their life. Show notes can be found here: https://laceylangford.com/podcast/multiple-401ks/

The Wise Money Show™
Financial Planning In Your 40s

The Wise Money Show™

Play Episode Listen Later Jun 25, 2022 42:11


Your 40s may be the busiest decade of your life, filled with many financial decisions that can affect you and your family for years to come. While time is still on your side before retirement, but not for long, your financial life needs to be a priority. What are the major financial decisions you will make in your 40s? We're helping you navigate those in this episode of the Wise Money Show. Season 7 Episode 44 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.   Find more information about the Wise Money Show™ at www.wisemoneyshow.com  Be sure to stay up to date by following us!  Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/  Want more Wise Money™?  Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/dwC_JBVt4ec  Subscribe on YouTube: http://www.youtube.com/c/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.

Wake Up To Your Wealth with Julie Murphy
Why Balance Is Important in All Life

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jun 24, 2022 50:47


Join Julie on her mission to heal the world financially. In this episode, Julie and Nahum discuss the importance of balance in your life. https://www.youtube.com/c/SpiritualBodybuilder #spiritualbodybuilder #balance Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

Optimal Business Daily
632: How Naps Can Make You a Better Advisor AND A Simple Practice to Increase Productivity and Energy by Ryan H. Law

Optimal Business Daily

Play Episode Listen Later Jun 24, 2022 11:49


Ryan H. Law shares two short posts about how naps can make you a better advisor and how to produce creativity and energy Episode 632: How Naps Can Make You a Better Advisor AND A Simple Practice to Increase Productivity and Energy by Ryan H. Law Ryan's goal is to teach financial planners, coaches, and counselors how to use simple, evidence-based action steps to provide outstanding client care.  He received his bachelor's degree from Utah State University in Family Finance. After he graduated he worked in the financial planning field for several years then decided to return to school.  He received his master's degree in Personal Financial Planning from Texas Tech University.  He is a Certified Financial Planner and an Accredited Financial Counselor He currently teaches at Utah Valley University in the Financial Planning program where he teaches financial counseling courses and runs their on-campus Money Management Resource Center.  He serves on the AFCPE (Association for Financial Counseling and Planning Education) Board of Directors where he has served as Treasurer and President.  The original posts can be found here: https://ryanhlaw.com/naps/ & https://ryanhlaw.com/standing-desk/   Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Wake Up To Your Wealth with Julie Murphy
Find Your Financial Giggle and Launch Your Life

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jun 23, 2022 7:26


Join Julie on her mission to heal the world financially. We need to realize the intelligence of the human heart and how to apply it to our finances. Join Julie for a couple tips and examples of those who are living finding their giggle and how to apply it to your finances. #heartmath Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

CBS Eye on Money
Prioritizing Our Financial Goals

CBS Eye on Money

Play Episode Listen Later Jun 23, 2022 15:02


With a little extra cash flow, and some debt, how should we be prioritizing our financial goals for the future?Have a money question? Email us, ask jill [at] jill on money dot comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Between Now and Success
Values-Based Financial Planning with Natalie Taylor

Between Now and Success

Play Episode Listen Later Jun 22, 2022 60:48


What is the cornerstone of your financial planning process? Solid money management is table stakes, not a differentiator. What really stands out is when you help clients be thoughtful about "what's the money for" and then align their money to support the life they want to live and be in harmony with their values. Advisors who learn how to help clients make those connections will be providing a valuable service that creates clients for life. Note: This episode is an excerpt from one of the monthly members-only Learning Hours at ROL Advisor. If you'd like to learn more about the Return on Life philosophy and explore becoming a Life-Centered Financial Planner, go to https://www.roladvisor.com. Guest: Natalie Taylor, a Certified Financial Planner™ and Behavioral Financial Advisor™.

Wake Up To Your Wealth with Julie Murphy
Action: It's Time for the real Authentic You to show up! Launch Your Life

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jun 22, 2022 8:10


Join Julie on her mission to heal the world financially. We don't realize how when we don't show up authentically in life how it directly affects what shows up in our world. Join Julie in this video to show you how to better show up authentically and let your freak flag fly, so the world shows up as you want it to, financially and in other parts of your life too Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

Personal Pension Radio
PPR 275 How To Save $10,000 At Carmax

Personal Pension Radio

Play Episode Listen Later Jun 21, 2022 9:15


As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans.  Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our team members, we can help you think defensively about protecting your wealth, investments, business intellectual property, and other assets and counsel you through choices you make to prepare for the future.   Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey.  Kraig's mission is help you build & protect your wealth and lifestyle today and generationally. Along the way, Kraig is ready to assist with all matters related to your financial wellbeing as well as your business and family legal needs.    Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach.

C.U. on the Show
What Is Direct Indexing and How Can It Benefit Credit Union Executives?

C.U. on the Show

Play Episode Listen Later Jun 21, 2022 17:20


Wes Johnson, CERTIFIED FINANCIAL PLANNER™ practitioner and co-founder of ACT Advisors, joins Doug on the show to discuss direct indexing, a new investment strategy. Wes explains direct indexing, how it works, and the tax advantages it can offer investors through tax loss harvesting. Doug and Wes also explain how credit union executives can benefit from direct indexing, take unique advantage of tax opportunities in low- and high-income years, and customize their security purchases based on their social preferences or concentrated positions. Stream the full episode to learn more.

The Retirement Café Podcast
152 Owning the dash, with Anthony Delauney

The Retirement Café Podcast

Play Episode Listen Later Jun 21, 2022 30:56


Anthony Delauney is a Certified Financial Planner based in the USA and author of three financial education books, based on the ides of ‘Owning the Dash'. He was inspired to create the concept by his late cousin. In his work Anthony applies the concept of a fitness master to the art of family financial planning. He believes we need to develop a mindset necessary to own the dash between our start and end dates in life - to take control of our futures. And getting a grip of our finances is an important part of the philosophy. So Anthony helps families to make sense of and manage their money. He tackles the topic of retirement planning in his book ‘The No-Regrets Retirement Roadmap' and how to teach children important money lessons to children with his ‘Dash and Nikki' and ‘Lily and May' children's books.

CBS Eye on Money
Checked Many Boxes, What to Do Next?

CBS Eye on Money

Play Episode Listen Later Jun 21, 2022 11:47


I've checked a lot of boxes on my financial journey, but I feel like there's still some work to do, so I'm wondering what my next steps should be?Have a money question? Email us, ask jill [at] jill on money dot comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Money Mindset Podcast
Episode 68: How to Pay For College

The Money Mindset Podcast

Play Episode Listen Later Jun 21, 2022 47:56


Have you figured out how you're going to pay for college? Or are you a parent with your own student loans wondering how you're going to pay for both? Questioning if you should be saving for retirement or college first? There are so many questions when it comes to preparing for college. Wondering what college is best for the student, what financial aid they will have access to and what to do if the family finds themselves paying for a parent loan they weren't aware of. Listen in as Ann answers some of your burning questions and gives us some great tips on navigating how to pay for college without ending up with huge debts. Meet Ann Garcia AKA The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial Planner® and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children's dreams with the reality of funding their own lives. Her book How to Pay for College is set to release this summer from Harriman House; its companion online course is available now. Early in Ann's career as a financial advisor, she heard the same two questions again and again from her clients. One group asked, “How can we possibly afford to save for college and retirement?” Another group asked, “How can I save for retirement when I'm paying so much on my student loans every month?” Realizing that too many people struggled with this topic and too few advisors were willing to talk about it, she started The College Financial Lady blog to answer families' college planning questions. A decade later, she is not just the go-to person for college financial planning, she is a trained assassin in that arena. _“Think about it from the perspective of where do you see your student 10 years from now? What's the life that you want them to have? What are the experiences you want them to have in college? What are the things that make them successful or unsuccessful in an academic or social environment? .” _ - Ann Garcia Timestamps 01:02 - About Ann 03:21 - What's more important? Saving for retirement or college first? 05:21 - How do you balance your own student loan when your kids are about to go to college? 08:14 - Who takes out the student loan? The parent or the student? 12:00 - General advice for making the best long term financial decisions. 19:17 - Tools to navigate scholarships and get great information 20:54 - Does it matter which college you go to? 27:03 - Parents who didn't realise they took our a parent loan. 30:01 - What do they do now? 35:12 - Can social security be garnished for the student loans? 36:50 - Those eligible for student loan forgiveness. 41:14 - Ann's book: How To Pay For College 42:40 - Last words of wisdom and book recommendations For easy step by step directions and worksheets on getting your budget together and done in 30 minutes a month, download my FREE Budget Starter Kit on budgetsmadeeasy.com/start And if you enjoyed the podcast today and got some great takeaways, I'd really appreciate it if you followed the Money Mindset Podcast so you don't miss out on future episodes. Resources and Links Mentioned: * FREE Budget Starter Kit: www.budgetsmadeeasy.com/start Book Recommendation: * Psychology of Money by Morgan Housel (affiliate link): https://amzn.to/39q8MVT Connect with Ashley: * Instagram: www.instagram.com/budgetsmadeeasy Connect with Ann: * Facebook: www.facebook.com/collegefinanciallady * Website: www.howtopayforcollege.com Special Guest: Ann Garcia.

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Todd Smith, CFP® President & CEO of Level 5 Financial – Discussing the Family Office Client Experience

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Jun 20, 2022 28:14


Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience

Business Innovators Radio
Interview with Todd Smith, CFP® President & CEO of Level 5 Financial – Discussing the Family Office Client Experience

Business Innovators Radio

Play Episode Listen Later Jun 20, 2022 28:14


Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience

Wake Up To Your Wealth with Julie Murphy
5 most common ways people fail to financially launch themselves!

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jun 20, 2022 11:58


Join Julie on her mission to heal the world financially. Julie has watched the difference over years being a financial planner which causes people to fail to financially launch themselves or not. In this video, Julie shares the most common ways people fail to launch and what to do about it. #financialempowerment #kellyhowell #brainsync Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

The Retirement Ready Show
Ep.25 - The Value Of Having A Cohesive Plan

The Retirement Ready Show

Play Episode Listen Later Jun 20, 2022 19:54


This is The Retirement Ready Show hosted by Tony Drake, Certified Financial Planner with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple.

The Wise Money Show™
Financial Planning In Your 50s

The Wise Money Show™

Play Episode Listen Later Jun 18, 2022 42:03


Financial planning in your 50s may be the most important decade. In your 50s you have significant competing financial priorities like helping kids with college, maybe a big home decision or wedding to help pay for, and that is on top of making a final push for retirement. How do you plan appropriately for all of these items? We're helping you with the biggest financial decisions you'll face in this episode of the Wise Money Show. Season 7 Episode 43 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.   Find more information about the Wise Money Show™ at www.wisemoneyshow.com  Be sure to stay up to date by following us!  Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/  Want more Wise Money™?  Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/81NxytoH7Sc  Subscribe on YouTube: http://www.youtube.com/c/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.

Wake Up To Your Wealth with Julie Murphy
Create Your Financial Abundance with Julie Murphy

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jun 17, 2022 46:38


Join Julie on her mission to heal the world financially. Connie Rose talks to Julie today about building your Financial Abundance. Julie Murphy is the amazing author of ‘Emotion Behind Money' and ‘Awaken Your Wealth', and she has been a financial planner for more than 25 years! In this episode, we discuss how to create financial abundance! What's a "leaky container"? What if you have a lot of debt? Should parents help their adult children financially and vice versa? Connie Rose And you can follow me on Instagram and TikTok @connierosecoaching And you can listen to the audio version on all podcast apps including iTunes and Spotify. All my links are here: https://linktr.ee/connierosecoaching Connie Rose https://www.youtube.com/channel/UCH3LV-Ni4zv1Chqj4QTFKNw Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

Dave and Dujanovic
Are we in a Recession?

Dave and Dujanovic

Play Episode Listen Later Jun 16, 2022 18:07


Are we headed straight into a recession, but we won't admit it? Shane Stewart, Certified Financial Planner with DMBA joins the show to discuss.  See omnystudio.com/listener for privacy information.

Happiness From Within
Investing In Your Superpower with Shinobu Hindert

Happiness From Within

Play Episode Listen Later Jun 16, 2022 36:02


Welcome to another beautiful episode of Happiness From Within. Today we had the honor of interviewing Shinobu Hindert. Today she will be talking about how you can invest in your superpower! You won't want to miss this powerful episode to take control of your finances. Shinobu Hindert is a CERTIFIED FINANCIAL PLANNER™ professional, money expert, and creator of Empowered Planning, LLC. She spent the first half of her career working for some of the largest financial institutions in the United States, including Smith Barney and Fidelity Investments. As a financial adviser, she created personalized financial plans for high-net-worth individuals all across the country, overseeing more than $350 million in client assets. Now Shinobu has taken all her knowledge and created a simple, proven method for teaching personal finance. She has delivered over five hundred live workshops covering a wide range of topics, from budgeting to estate planning. Her goal is to simplify the complex world of investing and empower women everywhere to reach financial freedom. Purchase her book: https://www.amazon.com/Investing-Your-Superpower-Step-Step/dp/1544519516 Conect With Me On YouTube https://youtu.be/v47CNxOYxYI   By accessing this Podcast, I acknowledge that the entire contents are the property of Happiness From Within, or used by Happiness From Within with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this Podcast may save and use information contained in the Podcast only for personal or other non-commercial, educational purposes. No other use, including, without limitation, reproduction, retransmission or editing, of this Podcast may be made without the prior written permission of the Happiness From Within, which may be requested by contacting happinessfromwithinow@gmail.com. This podcast is for educational purposes only. The host claims no responsibility to any person or entity for any liability, loss, or damage caused or alleged to be caused directly or indirectly as a result of the use, application, or interpretation of the information presented herein.

Wake Up To Your Wealth with Julie Murphy
What's Your Financial Perspective? Launch Your Life

Wake Up To Your Wealth with Julie Murphy

Play Episode Listen Later Jun 16, 2022 11:25


Join Julie on her mission to heal the world financially. We all have a way we look at our finances. Then we also have a world where we experience influencers like the media trying to get us to see the financial world a certain way and we emotionally swing with it. Watch this video and Julie will help you see in 5 main areas of our financial worlds how it can be destructive or uplifting all with the goal of getting you to more of a life that you love! #greggbraden Get my book for free, pay to ship only! https://www.awakenyourwealthbook.com To Schedule Julie on Your Podcast Show... please email Julie at Julie@JulieMurphy.com Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER®, author, and media expert who wants you to heal your emotions so you can prosper financially, and in life. https://juliemurphy.com/ Her new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money now into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life of Real Wealth! https://www.youtube.com/c/JulieMurphy Join our community on social media! http://facebook.com/AwakenWithJulie http://Instagram.com/AwakenWithJulie https://www.youtube.com/c/JulieMurphy http://Twitter.com/AwakenWithJulie https://www.linkedin.com/in/juliemariemurphy TOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are most often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. Can you break free from these restrictive beliefs and emotions, be able to “dream big”—and actually accomplish your hopes and dreams? The answer is yes: Now, finally, there is a way to harness the powerful energy around money and build real wealth. --- Support this podcast: https://anchor.fm/juliemurphy/support

CBS Eye on Money
Help, IRA Mayhem!!!

CBS Eye on Money

Play Episode Listen Later Jun 16, 2022 12:47


We love the Roth IRA, but we're on the verge of being phased out, what are our options? Have a money question? Email us, ask jill [at] jill on money dot comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life
CFFP #57 - Real Solutions for Fixing the Financial Planning Talent Pipeline ft. Tanya Frias, CFP®, ChSNC®

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

Play Episode Listen Later Jun 15, 2022 51:56


Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Tanya Frias, CFP®, ChSNC® who is Chief Financial Planner at Freeman Capital and has over 20 years experience in Financial Services with 13 years as a Certified Financial Planner. As the head of all things financial planning, she is committed to providing access to financial planning to underserved communities and eliminating the racial wealth gap. Freeman Capital's #1 goal is to reverse the trend, ensuring our communities and future generations thrive. This is why we go farther than other financial companies and support you through all aspects of growing your net worth.   She is a graduate from City University of NY with a B.S. in Computer Information Systems and has completed the CFPⓇ(Certified Financial Planner) certification program at NYU and the ChSNC (Chartered Special Needs Consultant) certification program at the American College. Tanya will be attending Kellogg-Northwestern's Executive MBA program in Fall 2022. Tanya lives in NYC and spends her free time hanging out with the world's coolest 10-year-old, Zackary.   In our discussion we talked about:  

Money Mindset with Gull Khan
Money Mindset with Gull Khan | Episode 312 | Money Talkies with Misty Lynch | How to Evaluate Investments

Money Mindset with Gull Khan

Play Episode Listen Later Jun 15, 2022 35:52


In today's episode of Money Talkies we're speaking once again to Misty Lynch. Misty Lynch is a fee-only Certified Financial Planner and Certified Life Coach offering financial planning, investment management, and coaching services. She was named one of the Top 100 Financial Advisors in the US by Investopedia in 2020.  Misty is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. And today we're talking to Misty about how to evaluate investments. Let's find out! Connect with Misty here: Website: https://mistylynch.com/ LinkedIn: https://www.linkedin.com/in/mistylynch/ Instagram: https://www.instagram.com/mistylynchcfp/ Facebook: https://www.facebook.com/mistylynchcfp/ Twitter: https://twitter.com/mistylynchcfp Demystifying Money Podcast: https://podcasts.apple.com/us/podcast/demystifying-money/id1527109827 Ready to rewrite your money story? Register to my Five Day Millionaire Mindset Makeover Workshop here: https://www.abundancemindsetmakeover.com/ Visit our website for more information: http://gullkhan.com/

PROFIT With A Plan
EP159 Managing Business Risk - Barry S Rutten, CFP®

PROFIT With A Plan

Play Episode Listen Later Jun 14, 2022 42:01


Marcia talks with Certified Financial Planner, Barry S. Rutten of Wealth Defense about the risks that most businesses face. In today's podcast, Barry brings to light the challenges that we may not have thought of in running our business. He also shares ways to avoid, offset, and transfer those risks in ways that could save thousands to millions of dollars. Barry is offering a free & easy risk discovery survey at www.WealthDefenseGroup.com/BOB   ================= J oin Marcia on her FREE training "How To Make Your Business Sale-Ready....Even If You Aren't Thinking of Selling It Yet. Register @ www.Scale2Sell.biz Please subscribe & ring the bell for reminders about next week's show. ================= About Marcia: She is a business growth strategist helping service-based professionals to strengthen their business so that it is worth selling someday. She works closely with her clients to turn their business into an attractive & profitable business asset they can enjoy until they decide it's time to stop. She helps them get a return on their business investment. Marcia is the CEO of Trajectory Consulting & can be found at www.TrajectoryBiz.com Curious? Book a complimentary call. (949) 229-2112

21.FIVE - Professional Pilots Podcast
79. Weather Radar...Do you really know how to use it?

21.FIVE - Professional Pilots Podcast

Play Episode Listen Later Jun 14, 2022 61:40


The guys discuss and review Top Gun 2: Maverick with their buddy Garrett // Mailbag: Airline pilot goes back to BizAv, Making a pros and cons list, fighting FOMO at the LCCs [12:50] // Flight Advice: Should I go to Delta? [21:05] // Dan Boedigheimer joins us to discuss Weather Radar and pass along some tips and tricks for operating weather radar correctly. [27:30] // Story time with Dan: Avoiding weather with the clergy onboard [55:15]    SHOW RESOURCES Advanced Aircrew Academy's Weather Radar Course Archie Trammell Radar Training Navigating Weather: A pilot's guide to Airborne and Datalink Weather Radar Connect with us on LinkedIn Pre-order Liz's book: Cleared for Bedtime Our sponsors: Harvey Watt, offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Visit harveywatt.com to learn more! Advanced Aircrew Academy enables flight operations to fulfill their training needs in the most efficient and affordable way—in any location at any time. We do this by providing high-quality professional pilot, flight attendant, flight coordinator, maintenance, and line service training modules delivered via the web using a world-class online aviation training system. Visit aircrewacademy.com to learn more! Tim Pope is a CERTIFIED FINANCIAL PLANNER™ and a pilot. His financial planning practice provides services to aviation professionals and aviation 401k plans. Tim helps clients pursue their financial goals by defining them, organizing & optimizing resources, planning, implementing, and monitoring their financial plan. Visit www.tpope.ceterainvestors.com to learn more. Click Here to Schedule a Meeting  Do you have feedback, suggestions, or a great aviation story to share? Email us info@21fivepodcast.com Check out our Instagram feed @21FivePodcast for more great content and to see our collection of aviation license plates. The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers. 

CBS Eye on Money
How to Invest Some Extra Cash Flow

CBS Eye on Money

Play Episode Listen Later Jun 14, 2022 18:25


We're finally in a position to start investing some extra cash flow but we're not sure what's the best option for us. Have a money question? Email us, ask jill [at] jill on money dot comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Retirement Ready Show
Ep.24 -Three Important Retirement Questions

The Retirement Ready Show

Play Episode Listen Later Jun 13, 2022 18:46


This is The Retirement Ready Show hosted by Tony Drake, Certified Financial Planner with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple.

Women in White Coats Radio
Ep #111: How to Get Your Medical School Loans Waived with Certified Financial Planner® Lauryn Williams

Women in White Coats Radio

Play Episode Listen Later Jun 13, 2022 32:17


Whether you're new or not to managing student loans, just thinking about it can be overwhelming. If this is you, then tune it to this week's special episode as Dr. Archana Shrestha sits down with Certified Financial Planner® Lauryn Williams. In just half an hour, Lauryn offers TONS of advice and options for every sister doc trying to navigate student loans. You will come away knowing exactly which action steps to take so you can stress less! Lauryn Williams is a CFP® and student loan advisor at Student Loan Planner. To date, Student Loan Planner has consulted on over half a billion in student debt. Prior to joining the SLP team, Lauryn was a four-time Olympian athlete and three-time Olympic medalist. Lauryn owns a financial firm called Worth Winning and is the host of the Worth Listening podcast. Lauryn is also on the CNBC Advisory Council and named one of Investopedia's 100 Top Financial Advisors of 2020. Key Takeaways [03:10] Lauryn offers her most important tip when making a plan [07:30] What you need to know about Public Service Loan Forgiveness (PLSF) [15:59] What options are available if you DON'T qualify for PSLF [21:50] Why you should never forget to certify your work location every single year [26:51] Lauryn talks about being an Olympic athlete and why she became a CFP® Want to talk to an expert like Lauryn, ask questions and even customize your own student loan plan? You can book an appointment with Student Loan Planner here: https://www.studentloanplanner.com/wiwc Is work causing you to feel stressed and burnt out? We have a FREE training where we teach 3 steps that actually work to get you out of overwhelm and exhaustion and feeling more confident and balanced. Check it out here: https://womeninwhitecoats.com/3stepstraining/ This Podcast is not approved for credit by CMEfy, however, you may reflect on how this Podcast applies to your day-to-day and engage to earn AMA PRA Category 1 Credit(s)™ via point-of-care learning activities here: https://womeninwhitecoats.com/podcastcme --- Send in a voice message: https://anchor.fm/women-in-white-coats/message

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Todd Smith, CFP® President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Jun 12, 2022 16:23


Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem

CREOGs Over Coffee
#Wellness - Financial Series #3: Budgeting

CREOGs Over Coffee

Play Episode Listen Later Jun 8, 2022 23:12


We welcome back Mike Foley, CFP, CSLP to continue our financial wellness series. Today, we discuss budgeting! Mike talks to us about where to allocate our funds: what do we contribute to, what do we want to spend our money on?  Don't forget to check out our Rosh Review question of the week! Go on our website to find out how to win a whole year's worth of board review questions.  Michael is a comprehensive financial advisor who runs his practice out of Scottsdale, Arizona, under North Star Resource Group. Michael was trained at Duke University and holds his Certified Financial Planner designation alongside his Certified Student Loan Professional designation. Although Michael serves a diverse group of clients with their financial and student loan needs, with two physician parents, Michael has found a specialty in working with those in the healthcare space.  North Star Resource Group is independently owned and operated. 6720 N Scottsdale Rd Ste 290, Scottsdale, AZ 85253. Separate from the financial plan and his role as financial planner, Michael may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Twitter: @creogsovercoff1 Instagram: @creogsovercoffee Facebook: www.facebook.com/creogsovercoffee Website: www.creogsovercoffee.com Patreon: www.patreon.com/creogsovercoffee You can find the OBG Project at: www.obgproject.com