Podcasts about cfp

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  • 2,940PODCASTS
  • 12,996EPISODES
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    Best podcasts about cfp

    Show all podcasts related to cfp

    Latest podcast episodes about cfp

    North Fulton Business Radio
    Erick Olson, Olson Associates

    North Fulton Business Radio

    Play Episode Listen Later Jul 6, 2022


    Erick Olson, Olson Associates (North Fulton Business Radio, Episode 467) Erick Olson is a Certified Financial Planner with Olson Associates, a family firm celebrating its forty-second year in business. Erick and host John Ray covered the “Financial Maxi-Miser Process,” multiple options for retirement, estate planning, how they work with clients, and much more. North Fulton Business […] The post Erick Olson, Olson Associates appeared first on Business RadioX ®.

    THE STANDARD Podcast
    Morning Wealth | ‘เงินเฟ้อไทย' แรงเกินคาด กดดัน ‘แบงก์ชาติ' เร่งขึ้นดอกเบี้ย | 6 กรกฎาคม 2565

    THE STANDARD Podcast

    Play Episode Listen Later Jul 6, 2022 64:07


    นักเศรษฐศาสตร์ชี้ ตัวเลขเงินเฟ้อไทยเดือนมิถุนายนที่ 7.66% ยังไม่ถึงจุดพีค และมีโอกาสพุ่งแตะระดับ 10% ในไตรมาส 3 เผยเริ่มเห็นสัญญาณกระจายตัวมายังฝั่งอุปสงค์ จับตาแบงก์ชาติถูกกดดันต้องใช้ยาแรงขึ้น รายละเอียดเป็นอย่างไร ถ้าสหรัฐฯ ยกเลิกภาษีนำเข้าจากจีน จะมีผลต่อเงินเฟ้อสหรัฐฯ และตลาดการลงทุนอย่างไรบ้าง พูดคุยกับ เกษรี อายุตตะกะ, CFP® ผู้อำนวยการกลยุทธ์การลงทุน SCB Chief Investment Office ธนาคารไทยพาณิชย์

    Chuck and Chernoff
    Hour Two July 5 2022

    Chuck and Chernoff

    Play Episode Listen Later Jul 5, 2022 43:38


    July 4th Braves baseball doesn't disappoint for what it is. College football is even closer! Jacob deGrom could be a Brave?! Tom Glavine for his weekly visit. Expansion could be coming to the SEC.  See omnystudio.com/listener for privacy information.

    Georgia Bulldogs
    Hour Two July 5 2022

    Georgia Bulldogs

    Play Episode Listen Later Jul 5, 2022 43:38


    July 4th Braves baseball doesn't disappoint for what it is. College football is even closer! Jacob deGrom could be a Brave?! Tom Glavine for his weekly visit. Expansion could be coming to the SEC.  See omnystudio.com/listener for privacy information.

    Atlanta Braves
    Hour Two July 5 2022

    Atlanta Braves

    Play Episode Listen Later Jul 5, 2022 43:38


    July 4th Braves baseball doesn't disappoint for what it is. College football is even closer! Jacob deGrom could be a Brave?! Tom Glavine for his weekly visit. Expansion could be coming to the SEC.  See omnystudio.com/listener for privacy information.

    WPRV- Don Sowa's MoneyTalk
    Your Best Defense Against Emotional Investing

    WPRV- Don Sowa's MoneyTalk

    Play Episode Listen Later Jul 5, 2022 32:12


    The urge to exit the market when volatility is high is one of the most difficult behavioral hurdles for long term investors to overcome. Don and Donna discuss how dollar cost averaging helps to protect investors from the emotional triggers of a down market, the importance of starting good investment habits early in your career, and the historical relationship between inflation and stock performance. Hosts: Donald Sowa, CFP®, AIF® & Donna Sowa Allard, CFP®, AIF® Air Date: June 28, 2022. Systematic investment plans do not assure a profit or protect against loss in declining markets. Such plans involve continuous investment, regardless of market conditions. Markets will fluctuate, and clients must consider their ability to continue investing during periods of low price levels. See omnystudio.com/listener for privacy information.

    Lifetime Cash Flow Through Real Estate Investing
    Ep #710 - Successful Multifamily Tax Strategies

    Lifetime Cash Flow Through Real Estate Investing

    Play Episode Listen Later Jul 5, 2022 21:05


      Thomas Castelli, CFP®, CPA is a Tax Strategist that helps real estate investors keep more of their hard-earned dollars in their pockets and out of the government's. Over his tax career, he has worked 1-1 with over 100 investors, including individual multifamily investors, syndicates/funds, and LPs.   On the investing side, he was on the sponsorship team of an 82-unit apartment community in JAX and has invested in multiple syndicates/funds as an LP. Multifamily Taxes Not Paying Taxes For Decades Benefits Of A 1031 Exchange Saving 100's of 1000's of Dollars Minimizing Yearly Taxes The Best Tax Strategies For Multifamily To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com  Please Review and Subscribe

    CBS Eye on Money
    What to Do With Home Sale Proceeds?

    CBS Eye on Money

    Play Episode Listen Later Jul 5, 2022 13:01


    With $100,000 on the horizon thanks to a recent home sale, what should I do with the proceeds? Invest, keep in cash, something else? 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.

    Awesemo.com - Fantasy Sports Advice from the #1 Player
    Way Too Early 2022 Heisman Trophy Picks & Predictions

    Awesemo.com - Fantasy Sports Advice from the #1 Player

    Play Episode Listen Later Jul 4, 2022 5:50


    These are my way too early 2022 Heisman Trophy picks and predictions. Check out all of the best Heisman odds and the best college football betting picks and predictions for the 2022 season. BetMGM No-Brainer: Bet $10 and INSTANTLY WIN $200! http://awese.moe/BetMGMOS0:00 2022 Heisman Trophy Picks & Predictions1:00 2022 Heisman Odds1:59 Top 2 Heisman Trophy Favorites 2:20 Bryce Young & CJ Stroud Heisman Odds2:40 Caleb Williams (USC) Heisman Odds3:17 Dillon Gabriel (Oklahoma) +3500 4:20 Cameron Rising (Utah) +100005:36 College Football Heisman Picks & Predictions 2022Earn money by referring friends and promoting Stokastic products: https://awese.moe/AffiliateSign up for a Premium Betting Picks package for Daily Best Bets from our Experts http://awese.moe/BestBetsDiscordJoin the Stokastic Email List for Daily DFS Picks, Betting Advice & Exclusive Offers: https://bit.ly/3K7ZIlb#Heisman #CollegeFootball #HeismanTrophy2022 #Heisman2022 #BryceYoung #CalebWilliams #USC #Oklahoma #CFB #NCAAF #CollegeFootballBetting #CollegeFootballBets #CollegeFootballPredictions #CollegeFootballOdds #CFBPicks2022

    Awesemo Daily Fantasy
    Way Too Early 2022 Heisman Trophy Picks & Predictions

    Awesemo Daily Fantasy

    Play Episode Listen Later Jul 4, 2022 5:50


    These are my way too early 2022 Heisman Trophy picks and predictions. Check out all of the best Heisman odds and the best college football betting picks and predictions for the 2022 season. BetMGM No-Brainer: Bet $10 and INSTANTLY WIN $200! http://awese.moe/BetMGMOS0:00 2022 Heisman Trophy Picks & Predictions1:00 2022 Heisman Odds1:59 Top 2 Heisman Trophy Favorites 2:20 Bryce Young & CJ Stroud Heisman Odds2:40 Caleb Williams (USC) Heisman Odds3:17 Dillon Gabriel (Oklahoma) +3500 4:20 Cameron Rising (Utah) +100005:36 College Football Heisman Picks & Predictions 2022Earn money by referring friends and promoting Stokastic products: https://awese.moe/AffiliateSign up for a Premium Betting Picks package for Daily Best Bets from our Experts http://awese.moe/BestBetsDiscordJoin the Stokastic Email List for Daily DFS Picks, Betting Advice & Exclusive Offers: https://bit.ly/3K7ZIlb#Heisman #CollegeFootball #HeismanTrophy2022 #Heisman2022 #BryceYoung #CalebWilliams #USC #Oklahoma #CFB #NCAAF #CollegeFootballBetting #CollegeFootballBets #CollegeFootballPredictions #CollegeFootballOdds #CFBPicks2022

    Wake Up To Your Wealth with Julie Murphy
    Your Next Financial Miracle

    Wake Up To Your Wealth with Julie Murphy

    Play Episode Listen Later Jul 4, 2022 12:30


    Join Julie on her mission to heal the world financially. There are many components that make up why we got to the financial reality that we are in. And it doesn't have to be hard to create a quantum leap in your financial reality. Join Julie and have her teach you how to call in that financial miracle. 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

    Your Financial Pharmacist
    Ask a YFP CFP® #121: Should I consider an adjustable rate mortgage for a real estate investment property?

    Your Financial Pharmacist

    Play Episode Listen Later Jul 4, 2022 7:32


    Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from David in Michigan: Should I consider an adjustable rate mortgage for a real estate investment property? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Real Estate Investing Podcast Download the Property Analysis Spreadsheet YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Send in your questions here or to info@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

    Wiser Roundtable Podcast
    Are You Striving to Leave a Purposeful Legacy?

    Wiser Roundtable Podcast

    Play Episode Listen Later Jul 4, 2022 52:28


    On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® kick off the new season of the podcast by explaining what it takes to leave a purposeful financial legacy. It is important to plan ahead of time in order to leave the legacy you wish to leave for the next generation.Download our free guide: "7 Steps to Leave a Financial Legacy" Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

    Minority Money
    Emlen & Dasarte Going Independent

    Minority Money

    Play Episode Listen Later Jul 4, 2022 32:32


    Just as we're celebrating our independence as a nation– maybe it's also time for you to consider becoming an independent financial advisor! As we progress in the industry, there's always going to be a part of us that wants independence in some way, shape, or form to create our own individual journeys. In this episode, long-time recurring guest Dasarte and I talk about how you can achieve this independence, and you need to avoid making the same common mistakes among all financial advisors. Find your why, and draw your path as you listen in on our conversation!  Highlights: >> How Dasarte knew he was ready to go independent >> Common mistakes people make when going independent >> How Dasarte recenters himself when things are difficult >> Don't be scared of grit and grind, but also defend your time >> Everything you learn at this moment is to be better than the last Connect with Dasarte: >> Instagram: https://www.instagram.com/dasarteyarnway/ (https://www.instagram.com/dasarteyarnway/)  >> Twitter: https://twitter.com/DasarteYarnway (https://twitter.com/DasarteYarnway)  >> LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/ (https://www.linkedin.com/in/dasarte-yarnway-b3b39443/)  If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/aligning-values-and-investments-with-laura-latourette-cfp-and-ramona-maior-cfp (Episode 154: Aligning Values and Investments with Laura LaTourette, CFP® and Ramona Maior, CFP®) >> https://minority-money.captivate.fm/episode/brand-building-and-minorities-in-finance-with-jacqueline-schadeck (Episode 123: Brand Building and Minorities in Finance with Jacqueline Schadeck) >> https://minority-money.captivate.fm/episode/following-your-passion-growing-your-wealth-with-modern-moneys-angela-moore (Episode 53: Following Your Passion & Growing Your Wealth with Modern Money's Angela Moore)    I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

    Financial Quarterback Josh Jalinski
    Removing Financial Anxiety to Achieve Spending Freedom With Dawn Dahlby

    Financial Quarterback Josh Jalinski

    Play Episode Listen Later Jul 3, 2022 52:57


    Josh is join by Dawn Dahlby, CFP, founder and President of Releve Financial Group, a multi-million dollar advisory firm. Dawn is the first self proclaimed Behavioral Financial Advisor, and she teaches her clients how to become truly "Wellthy." Josh and Dawn discuss Dawn's approach that helps people learn to save for tomorrow without having to sacrifice living today by merging the most effective teachings of self-help with finance to create a unique focus on "spending freedom."

    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.

    Dads on Purpose: The Podcast
    85 - Wealth Building w/ Ross Powell, CFP - Dads on Purpose Podcast

    Dads on Purpose: The Podcast

    Play Episode Listen Later Jul 1, 2022 45:52


    Ross Powell is a Certified Financial Planner (CFP). Less than 1/3 of all financial planners reach the CFP level. This episode was filmed at the 551 Event Center in Lewisville, TX. If you're looking for a space in the area, check it out at: https://www.lewisvillechamber.org/551-center To learn more about Ross Powell go to: https://www.insightwp.com/ross-powell Episode 85 - Wealth Building w/ Ross Powell, CFP - Dads on Purpose Podcast --- Support this podcast: https://anchor.fm/tlcbrand/support

    WPRV- Don Sowa's MoneyTalk
    MoneyTalk Welcomes Back Don Sowa!

    WPRV- Don Sowa's MoneyTalk

    Play Episode Listen Later Jul 1, 2022 40:44


    Don Sowa returns to MoneyTalk with a discussion on investor psychology during times of volatility, the sources of short-term market relief we·ve seen over the past week, and what we might expect from the Fed in the second half of 2022. Host: Donald Sowa, CFP®, AIF® Air Date: June 27, 2022 See omnystudio.com/listener for privacy information.

    The Real Investment Show Podcast
    American Epidemic: Living Beyond our Means

    The Real Investment Show Podcast

    Play Episode Listen Later Jul 1, 2022 47:50


    (7/1/22) Remember the 1970's--things were so much simpler then, right? Is this really a bear market, about which we're in denial? The Truth Comes from the Data. The Fed is raising rates so they can lower them again; Richard Rosso's Summer Reading List (preview); who's living paycheck-to-paycheck now? American Epidemic: Living Beyond our Means. Tire Terrorists; how much have Boomers saved for Retirement? What ever happened to the E*Trade Baby? Will Social Security COLA go up 10%? Senior Citizens League working to lower Insulin costs; the health/wealth dynamic in Retirement. SEG-1: Do We Need to Go Back to 1970? SEG-2: The Epidemic of Living Beyond Our Means SEG-3: Tire Terrorists & Retirement Reality SEG-4: The Health-Wealth Dynamic in Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=qtbkQxRpDJ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2612s -------- Our Latest "Three Minutes on Markets & Money: Will the Second-Half of 2022 Be Better than the First?" is here: https://www.youtube.com/watch?v=A5u70SPxPhA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Is Becoming an Ex-Pat the Best Way to Blunt Inflation?" v=TOhFfAXqajk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2805s -------- Articles mentioned in this podcast: "Don't Fight the Fed" https://realinvestmentadvice.com/dont-fight-the-fed -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Retirement #SocialEscurity #COLA #Healthcare #FederalReserve #RateHikes #Markets #Money #Investing

    Lance Roberts' Real Investment Hour
    American Epidemic: Living Beyond our Means

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Jul 1, 2022 47:49


    (7/1/22) Remember the 1970's--things were so much simpler then, right? Is this really a bear market, about which we're in denial? The Truth Comes from the Data. The Fed is raising rates so they can lower them again; Richard Rosso's Summer Reading List (preview); who's living paycheck-to-paycheck now? American Epidemic: Living Beyond our Means. Tire Terrorists; how much have Boomers saved for Retirement? What ever happened to the E*Trade Baby? Will Social Security COLA go up 10%? Senior Citizens League working to lower Insulin costs; the health/wealth dynamic in Retirement. SEG-1: Do We Need to Go Back to 1970? SEG-2: The Epidemic of Living Beyond Our Means SEG-3: Tire Terrorists & Retirement Reality SEG-4: The Health-Wealth Dynamic in Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=qtbkQxRpDJ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2612s -------- Our Latest "Three Minutes on Markets & Money: Will the Second-Half of 2022 Be Better than the First?" is here: https://www.youtube.com/watch?v=A5u70SPxPhA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Is Becoming an Ex-Pat the Best Way to Blunt Inflation?" v=TOhFfAXqajk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2805s -------- Articles mentioned in this podcast: "Don't Fight the Fed" https://realinvestmentadvice.com/dont-fight-the-fed -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Retirement #SocialEscurity #COLA #Healthcare #FederalReserve #RateHikes #Markets #Money #Investing

    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

    In The Money Insight
    Net Unrealized Appreciation (Ep. 109)

    In The Money Insight

    Play Episode Listen Later Jun 30, 2022 25:56


    On this episode of In the Money Insight, Cory is joined by Matthew Tomlin, CFP®, one of the Financial Planners at Falcon Wealth Advisors. They discuss Net Unrealized Appreciation, or NUA, which is a complex tax strategy some clients utilize in their 401(k)s.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.                   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #NUA #NetUnrealizedAppreciation #TaxPlanning #inthemoneyinsight #retirement #kansascity

    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

    Dental A Team w/ Kiera Dent and Dr. Mark Costes
    Stocks & Assets- What is on the Horizon

    Dental A Team w/ Kiera Dent and Dr. Mark Costes

    Play Episode Listen Later Jun 30, 2022 37:38


    Ryan Isaac of Dentist Advisors (and Kiera's personal financial advisor) again joins the podcast, this time to talk about the state of the stock market and how to best protect your assets right now. He also provides insight on how to grow your money, how long it'll take to reach milestones, and what advice he has for dental professionals RIGHT NOW. About Ryan: Co-Founder of Dentist Advisors and host of the Dentist Mone Show, Ryan Isaac is a trusted financial advisor to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans, and insurance. He is a CFP with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, including the development of the Elements financial planning system. Episode resources: Check out Dentist Advisors Tune in to The Dentist Money Show Listen to episode 272, What Your Office Should Focus On Now Reach out to Kiera Subscribe to The Dental A-Team podcast Become Dental A-Team Platinum! Review the podcast

    Quitting Corporate
    Rocket Scientist Turned Financial Wellness Planner feat. Portia Jackson

    Quitting Corporate

    Play Episode Listen Later Jun 30, 2022 23:37


    In this episode, former Rocket Scientist turned Financial Wellness Planner, Portia Jackson shares the journey of how she faced several career transitions and ultimately found her passion.   The obstacles she had to overcome like facing her family who was proud of her career as a Rocket Scientist, going into a new field, and the uncertainty of being able to quit corporate and replace the amount of income needed to maintain her lifestyle.   We also dive into: Why it's important to never stop trying new things. How Portia was able to build her business while learning at the same time. Dealing with the inconsistencies of building your own business and sticking with it. How important a budget is when starting a business, knowing what you need to get you through the foundation-building process. Resources mentioned: Learn more about Portia by visiting her website! You can also connect with her on Instagram, Facebook, and TikTok! Grab your FREE GIFT from Portia; discover your specific wealth-building superpower based off of your personality through Enneagram. Want to learn more about becoming a Tech and Automations Service Provider? Sign up for my FREE info session.  Learn how to use any platform to set up automations with The Anatomy of Automation.  Ready to quit corporate? Visit my website here.  Let's connect on Instagram or Facebook! You can also find me on YouTube & Pinterest. Learn More about Portia: Portia R. Jackson, CFP® is obsessed with all things related to personal finance, designing your fulfilled life, and the Enneagram! After leaving her corporate job as a rocket scientist, she completed a certification in Personal Financial Planning, got her CERTIFIED FINANCIAL PLANNER™ Professional designation, and helped hundreds of Fortune 500 employees as a Financial Wellness Coach at PricewaterhouseCoopers. She transformed her love of personal finance, organization, and personal development into a step-by-step system to help online business owners take the money their business makes and use it to be, do, and have whatever they want in life. I'd love to know how YOU quit corporate! Email me at: podcast@quittingcorporate.com. Quitting Corporate is brought to you by Quitting Corporate where I, LaToya Russell, can show you the ropes to not only start your Virtual Assistant business but to make it profitable and worthwhile! Did something in this episode resonate with you?  Did my conversation open the possibility for you to explore a new career path?  If so, please share this episode with a friend and leave a 5-Star review and a comment wherever you listen to the podcast. I love to hear how this experience has helped you! Song Credit: Run Free by Josef Falkenskold

    Finance for Physicians
    What's Your Relationship With Money

    Finance for Physicians

    Play Episode Listen Later Jun 30, 2022 52:45


    What is the behavioral component and psychology of money? How do you deal with it tactically and practically? Your relationship with money is a big deal and makes a significant impact on your day-to-day decisions. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Danielle Seurkamp, Certified Financial Planner (CFP®) and founder of Well Spent Wealth Planning. Danielle focuses on the behavioral side of financial planning and personal finance and helps individuals and families to effectively achieve their financial goals. Topics Discussed: Financial Literacy: Ability to use knowledge, skills to manage financial resources Mental and Emotional Errors: Get in the way of ability to use knowledge/skills Financial Flashpoints/Money Scripts: Experiences shape relationship w/ money Financial Memories: Think about your past to identify your own money beliefs Financial Half-truths: Problems and promises can be positive or negative Financial Fears: Money is how you provide yourself food, shelter, and stay alive Financial Patterns: Be aware of reasons you spend money based on behaviors Awareness Exercises: Intentionally notice, track, and document feelings via journaling Make a counter-argument to push against your promises and beliefs Create genogram/chart of your family’s financial history Take money script inventory quiz Gain clarity on your values Financial Therapy: When to seek out help with money and relationships Links: Danielle Seurkamp on LinkedIn Financial Planning & Sustainable Investing - Well Spent Wealth Planning Genograms for Psychotherapy (Guide) - Therapist Aid Start Money Script - Your Mental Wealth Advisory Using a Journal Can Change Your Life - Jim Rohn Personal Values What Is Financial Therapy With Ed Coambs 3 Exercises To Help You Clarify Your Values Contact Finance for Physicians Finance for Physicians Full Episode Transcript: Daniel: What's up everyone? I am excited to have a guest with me today. We're going to be talking about money, of course, but talking about your relationship with money. My guest today is Danielle. Danielle, can you give us a quick intro? Say hello to everyone. Danielle: Everybody, I'm glad to be here with you. My name is Danielle Seurkamp. I'm a CFP. I am the founder of Well Spent Wealth Planning based in Cincinnati. I am fortunate enough to be in a study group with our illustrious host, Daniel. Daniel: Yeah, illustrious. It's good work. Danielle's not given you the full story. She's got an incredible background. She has all these designations and has all sorts of great involvement in our industry. If I was to boil down, Danielle has kind of gravitated towards the behavioral side of financial planning and personal finance. You have certified financial behavior specialists, that's one, and then you have a Master's. Danielle: Right, yup. Actually, my Master's wa

    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.

    Unreasonable Odds
    Early look at the 2022 College Football Season & Will Anyone Beat Alabama?

    Unreasonable Odds

    Play Episode Listen Later Jun 29, 2022 56:41


    Practical Wisdom from ACP Financial Advisors
    Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®

    Practical Wisdom from ACP Financial Advisors

    Play Episode Listen Later Jun 29, 2022 43:12


    One of the challenges of fiduciary financial planning is how to best communicate with clients. You'd like your clients to tell you more about their financial lives, but they might be afraid of wasting your time if they think of you as just a professional specialist. You also want them to understand your own confidence and professional advice, but without their eyes glazing over from jargon. How can you talk with your clients in a way that helps you provide the greatest value? Our guest, Chip Simon, CFP®, Founder of Taconic Advisors, discusses how to talk with your clients so they, and you, will be confident that you're heading in the right direction. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chip Simon, please visit www.TaconicAdvisors.com

    Sports Morning with Craig Humphreys
    Craig and Mark on This Year's CFP and Big 12 Football 6-29

    Sports Morning with Craig Humphreys

    Play Episode Listen Later Jun 29, 2022 27:23


    Craig and Mark discuss teams that can make this year's CFP and how the Big 12 might shake out this season! See omnystudio.com/listener for privacy information.

    Menace 2 Sports with Zach Smith
    Michigan Football Recruiting is HOT GARBAGE for Jim Harbaugh

    Menace 2 Sports with Zach Smith

    Play Episode Listen Later Jun 29, 2022 30:38


    Coming off of a HUGE win over Ryan Day and the Ohio State Buckeyes, a B1G Championship and birth into it's first ever CFP... You would think Jim Harbaugh could have parlayed that into success in recruiting.  Shockingly Michigan only has 6 commits, 5 months from Signing Day and is SECOND TO LAST in the B1G to Indiana.  This has to be the dagger in the Jim Harbaugh Era for the Wolverine Nation! For the FULL Landscape of College Football, tune in: http://www.menace2sports.com https://podcasts.apple.com/us/podcast/menace2sports-with-zach-smith/id1464558838 FULL EPISODES: http://www.patreon.com/menace2sports Follow our show on social media: . https://twitter.com/Menace2Sports https://www.instagram.com/menace2sports/ Also if you want the undisputed best gambling advice platform in the WORLD - hitting at 80% over the past 9 days... check us out ASAP: http://www.patreon.com/menace2picks LIKE, COMMENT, SUBSCRIBE and CLICK THE BELL!!

    Bridging The Gap
    Raising The Next Generation of Financial Advisors with Nathan Harness

    Bridging The Gap

    Play Episode Listen Later Jun 29, 2022 41:57


    Dr. Nathan Harness, CFP® and Director of Financial Planning at Financial Planning Program Texas A&M University, joins Matt Reiner on this episode of Bridging the Gap to discuss the "new breed" of advisors. Nathan discusses his view on the next generation of advisors and the impact his program has through teaching investment and retirement planning courses. Nathan and Matt also dive into the skills needed for rising advisors from Gen X and Y and how this differs from previous generations, as well as the importance of increasing the speed of trust for young advisors starting careers at financial firms. You don't want to miss this amazing conversation with Dr. Harness. Dr. Nathan Harness, CFP® currently serves as the TD Ameritrade director of financial planning at Texas A&M University. He manages the financial planning program and teaches courses in investments, retirement planning, and comprehensive financial planning. He has lectured both nationally and internationally on global financial risk, international investing, gender-based asset preferences, and next-generation planning. He holds a bachelor's degree in finance from the University of Central Arkansas, a master's degree in finance from Texas Tech University, and a Ph.D. in personal financial planning from Texas Tech University. His research on household heuristics, wealth accumulation, and retirement planning has been published in numerous journals, including Applied Economic Letters, Financial Services Review, Journal of Financial Planning, and Journal of Personal Finance. He was most recently recognized by InvestmentNews as a top 40 Under 40 financial planner, the DFW FPA Chairman's Award recipient, and the Young Guns award winner from Texas Tech University. Prior to his current role, Dr. Harness was an associate professor of finance and executive director of global programs at Texas A&M University-Commerce and an assistant professor of financial planning at the University of Georgia.

    The Business Credit and Financing Show
    How to Pay Less Taxes (Legally)

    The Business Credit and Financing Show

    Play Episode Listen Later Jun 29, 2022 26:18


    As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies.   In 2019, Aaron published his first book “Financial Adulting'' as a guide to help young professionals navigate tax, investment, and estate planning.   During the show we discuss: ● Why pay more taxes than we should and how to pay less ● Some Income tax nuances for stock options ● What triggers you to pay more taxes than you should ● The worst of the tax mistakes ● The worst investment decision ● The best investment decision ● Stock options tax secret you wish people knew about ● Investments for people who don't have an advisor ● When should someone at a pre-IPO company contact an advisor ● What You Should Know About the IPO Lockup Period ● How to plan for an IPO ● The Crucial Financial Planning Steps to Take When Anticipating an IPO ● The pitfalls to avoid ● The non-starters for IPOs ● How to get credit to buy stock options  ● How not using a financial planner will hurt you Show resources: https://www.wrpwealth.com/

    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

    OutKick 360
    Watson Hearing updates, Amazon hires more for NFL Broadcast, aBig 12 Targets Brett Yormark as new commissioner, and we discuss CFP promotion and Relegation.

    OutKick 360

    Play Episode Listen Later Jun 28, 2022 46:49


    Watson Hearing updates, Big 12 Targets Brett Yormark as new commissioner, and we discuss CFP promotion and Relegation. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Georgia Bulldogs
    Los and Chuck Cross Talk w Cellini and Dimino

    Georgia Bulldogs

    Play Episode Listen Later Jun 28, 2022 24:04


    The guys start the show by talking about how Vegas feels the national title of college football will play out this season. We also get birthdays.  See omnystudio.com/listener for privacy information.

    WPRV- Don Sowa's MoneyTalk
    Alternatives to Buying the Dip

    WPRV- Don Sowa's MoneyTalk

    Play Episode Listen Later Jun 28, 2022 31:03


    Buying in to a down market can be a psychologically challenging endeavor, which is why having a plan is so necessary. Donna and Nathan discuss the negative consequences of attempting to ·buy the dip·, the historically significant movement in rates, how to decide if it·s the right time to buy a home, and more. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA , CFP® Air Date: June 23, 2022 See omnystudio.com/listener for privacy information.

    Money Talks Radio Show - Atlanta, GA
    Case Study: Mid-Year Review Provides Time to Make Financial Changes

    Money Talks Radio Show - Atlanta, GA

    Play Episode Listen Later Jun 28, 2022 11:57


    Managing Associate K.C. Smith, CFP®, leads Chief Investment Officer Troy Harmon, CFA, CVA,  and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation. Read the Article: https://www.henssler.com/mid-year-evaluate-where-are-but-dont-lose-sight-of-the-future   

    Retire With Style
    Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2

    Retire With Style

    Play Episode Listen Later Jun 28, 2022 51:13


    This week, Alex and Bob continue their conversation with Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what's going on in the markets - and how it's affecting their retirement plans.  Join our waitlist for the Retirement Income Challenge here: http://retirementresearcher.pages.ontraport.net/waitlist/ric  This episode is sponsored by Retirement Researcher https://retirementresearcher.com/  and McLean Asset Management https://www.mcleanam.com/ 

    The Andy Staples Show & Friends: A show about college football
    Could Manning, Texas help CFB's recruiting parity, was Harbaugh's hire a success for Michigan & an expanded CFP schedule

    The Andy Staples Show & Friends: A show about college football

    Play Episode Listen Later Jun 28, 2022 64:20


    Andy and Ari continue to dig into the Manning-Ewers dynamic and more ways Texas' big-time commitment can influence the program as well as the game. Could Texas' '23 class shake up the top of the team recruiting rankings? The guys look further into recruitment parity by examining where the top QBs of the 2023 class are currently committed. The duo then answer 5-star questions from our 5-star listeners: what would an expanded CFP schedule look like, why don't top-ranked recruits consider Arizona State, and was the Jim Harbaugh hire a success for Michigan? Follow Andy on Twitter: @Andy_Staples Follow Ari on Twitter: @AriWasserman Subscribe to The Athletic for $1/month for 6 months by visiting: theathletic.com/andystaples Learn more about your ad choices. Visit megaphone.fm/adchoices

    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.

    Pocket Watching with Jayson Thornton
    Money Mondays 6/27/22 Live on KSTL 690AM

    Pocket Watching with Jayson Thornton

    Play Episode Listen Later Jun 27, 2022 57:47


    Call In Financial Talk Show hosted by Financial Advisor Jayson M. Thornton, CFP. Pocket Watching with JT is all about giving you smart money tips to help you reach your financial goals!

    Pocket Watching with Jayson Thornton
    PPP Scammers Still BROKE!

    Pocket Watching with Jayson Thornton

    Play Episode Listen Later Jun 27, 2022 64:04


    Call In Financial Talk Show hosted by Financial Advisor Jayson M. Thornton, CFP. Pocket Watching with JT is all about giving you smart money tips to help you reach your financial goals!

    Sons of CPAs
    ESPN: Entertainment & Sports Pros Niche (feat. Tate Henshaw, CFP)

    Sons of CPAs

    Play Episode Listen Later Jun 27, 2022 49:05


    Season 2 Episode 21 | Recorded January 31, 2022 Today we're pleased to present you Mr. Tate Henshaw, CFP, who has run point on projects for Grammy winners, TV personalities, and NBA All-Stars. He's even been named as one of the top 40 accountants under 40 in the nation and one of the top 50 cloud accountants in North America. While he's enjoyed bringing confidence and consistency to his clients, his true passions lie in three areas: faith, family and music. We learn how Tate went from employee (team) to employer (coach), and talk about the hardest, most difficult, but best decision Tate's made so far and where he and Arc Business Management go from here. 1 All about Tate, mostly since the middle of the pandemic, anyway ... ***Shout out to Xero*** 2 Going straight for the steak – Tate's firm's pricing and biz models – specializing in serving music, entertainment, and professional sports 7 The communication non-gap 10 The model client for Tate's firm 12 Why the athletes, influencers, and stars need financial assistance of the accounting kind 15 Relationship building by extracting deers from lakes ... 19 The Four Qs – gross revenue, employee count, gross margin, and year-end analysis 22 How did Tate make the jump? ***Shout out to Lorne Clark, and Polay, Clark, and Co.*** 24 Rooms with elephants 26 The hardest, most difficult, best decision Tate made 29 Woulda-coulda-shouldas and other learning from starting a firm ***Shout out to Liz Mason*** 32 From coworker to boss – how it changes a relationship 35 Marketing Etiquette 101 – Permissions ***Shout out to Blake Griffin, XPAC, Edward Norton, Eric Church, Zach Galifianakis, Chris Farley*** 38 ARC's big picture view ***Shout out to Richard Branson, Venus Williams, Paris Hilton*** 41 All about the best swag and the deductibility of breast implants ***Shout out to Chesty Love*** 44 Tate's parting advice – bet on yourself, and keep your employees happy Find Tate here: Website: ARCmgmt.co Twitter: https://twitter.com/arcbusinessmgmt Tate's personal Twitter: https://twitter.com/str8t814 LinkedIn: https://www.linkedin.com/in/tatehenshaw/ --- Send in a voice message: https://anchor.fm/sonsofcpas/message

    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

    Your Financial Pharmacist
    Ask a YFP CFP® #120: Should I refinance my federal student loans with the possibility of some student loan cancellation happening?

    Your Financial Pharmacist

    Play Episode Listen Later Jun 27, 2022 7:09


    Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from Kayla in New Orleans, Louisiana: Should I refinance my federal student loans with the possibility of some student loan cancellation happening? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Learn More About Our 1:1 Student Loan Analysis with a CFP® Send in your questions here or to info@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

    Consider This Program
    A Successful Financial Plan

    Consider This Program

    Play Episode Listen Later Jun 27, 2022 57:39


    Your Retirement Playbook with Joe Clark, CFP. Your Retirement Playbook is an educational program designed to help listeners better understand their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements and The Better Giver. Your Retirement Playbook is brought to you by Financial Enhancement Group, LLC. We have five Indiana locations and take care of families in 32 states. For 25 years, we have helped families prepare for retirement and navigate all that comes along the journey. Our trademarked approach, the Family Focus® process, revolves around the 5 Critical Elements (Your Life After Work, Tax Planning, Investment Playbook, Life Happens – The Good, The Bad and The Ugly, and Legacy Planning) that we believe are the cornerstones to a successful retirement. Our process is family-focused, simple, and works with your changing needs and goals. Simply put, we help reduce financial regrets! Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com. P.S. Do you have a question for Joe? Submit it here at talktoFEG@yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

    Wiser Roundtable Podcast
    What Could Happen if You Don't Prepare for Retirement

    Wiser Roundtable Podcast

    Play Episode Listen Later Jun 27, 2022 28:21


    On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® wrap up this season of the podcast by talking about the three main ways to prepare for retirement. They also reveal our theme for the new season of the podcast starting in July and say goodbye to Matthews!Podcast Episodes Mentioned:Episode 106: Create a Cash Flow Strategy for RetirementEpisode 107: Get Rid of Debt Before You RetireYouTube Videos Mentioned:4 Steps to Get Financially Organized Before RetirementIs it too late to save for retirement?6 Ways to Prepare to Enjoy RetirementDownload "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

    Marriage, Kids and Money
    Boomerang Kids: How to Get Adult Children to Launch (w/ Bobbi Rebell) + Making 6-Figures as a Part-Time At Home Bookkeeper (w/ Tiffani Higgins)

    Marriage, Kids and Money

    Play Episode Listen Later Jun 27, 2022 43:34


    Boomerang kids are a group of adult children who move back in with their parents after going out into the world.  John, a concerned parent of a teen, wants to make sure his daughter doesn't do this!  Author Bobbi Rebell joins me to share how we can get adult children to launch (and stay launched).  Also, in our Internet Money segment, Tiffani Higgins shares how she created a 6-figure at-home part-time booking business. And she shares how other parents who crave more family time can do the same.  SPONSORS Personal Capital: Get access to FREE financial tools that help you invest more efficiently and build wealth for your family.  Tello: Our family's mobile phone provider. Great service on the T-Mobile network and incredible prices! RESOURCES Bobbi Rebell (Website): https://www.bobbirebell.com/  Launching Financial Grownups (Book):  https://amzn.to/3NaPNMU  The Stay-at-Home Bookkeeper (Book or Course):  http://www.marriagekidsandmoney.com/bookkeeping GUEST BIO - Bobbi Rebell: Bobbi Rebell, CFP® is the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart, a financial literacy advocate, the host of the Money Tips for Financial Grownups podcast and the founder of GrownupGear.com.  Bobbi was previously a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets including CNBC, CNN and PBS. GUEST BIO - Tiffani Higgins: Tiffany Higgins started the Stay at Home Bookkeeper Academy to teach thousands how to make money while pursuing the freedom in life they desire, whether working from home or on the road in an RV. Tiffani understands the importance of family, but never wanted to give up having a successful career.  After pursuing an accounting degree, she struggled being a mother and a business woman at the same time. It took her years until she discovered an opportunity that changed her life, as well as her family's life.  She now encourages anyone in the workforce to never settle, and knows first hand that being your own boss gives you the best of both worlds, and gives you control of your life. She is passionate about teaching others how to pursue a career that provides a better life for themselves and their family and walk away from what has been holding them back. OTHER EPISODES YOU MIGHT LIKE Family Wealth and Happiness: 10 Steps to a Better Tomorrow (Today) How We Paid Off Our 15 Year Mortgage in 5 Years 50% to 10%: Why We're Happy Saving Less in FIRE Journey MKM RESOURCES MKM Coaching: Request a free 15-minute consultation today YouTube: Subscribe for free to watch videos of these episodes and interviews Instagram: Follow our IG channel Voicemail: Leave your question or comments here  Merch Store: Check out our t-shirts, hoodies, and coffee mugs! SHOW INFORMATION:  Marriage Kids and Money Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth.  To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com HOST BIO:  Andy Hill Andy Hill is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness.  Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger's Personal Finance and NBC News. With millions of downloads and views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world.    When he's not "talking money", Andy enjoys watching his kids play soccer, singing karaoke with his wife and watching Marvel movies. DISCLAIMER This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS Podcast Artwork: Liz Theresa Editor: Podcast Doctors

    Money Savage
    Steps to Success with Dann Ryan

    Money Savage

    Play Episode Listen Later Jun 25, 2022 16:25


    LifeBlood: We talked about the steps to financial success, the biggest mistakes people make, how to protect yourself against risk, important considerations regarding stock options, and how to get started with Dann Ryan, CFP and Managing Partner with Sincerus Advisory.   Listen to learn the first step is to simply make a plan! You can learn more about Dann at SincerusAdv.com and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates.