Podcasts about financal advisor

In today's Office Hours, Eric answers Jesse's question: "What advice do you have for someone interested in a career in finance or as an advisor?” The career path for a financial advisor is not well-defined, but there are several ways to get into the industry for a successful career.  Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours! Visit dontretiregraduate.com for a full transcript of this episode.

In today's Office Hours, Eric answers Brianna's question: “What is the real reason that financial advisors have asset minimums?” Take a look under the hood to understand how financial advisors generate revenue, what asset minimums are for, and how BFG is doing things differently with Financial Planning for All.  Have a question? Post it in the comments, tweet it to us at @BrotmanPlanning, or post it on our Facebook and it may be used in a future episode of Office Hours!

Welcome back to Don't Retire… Graduate! As part of our summer throwback series, we're bringing back some of our favorite episodes from seasons passed. Today, we're welcoming back our very own Yanni Niebuhr, CFP®, Chief Investment Officer here at BFG Financial Advisors. Originally released way back in our first season, this episode is still as relevant as ever and covers the financial planning from the perspectives of the Millennial and Gen X generations, and how people are planning differently about the next chapter of their lives. And please join us in congratulating our guest, who, in the time since this episode was recorded, welcomed his second baby boy!   In this episode we'll talk about: How retirement planning is a marathon, not a sprint, and why planning should start early How Yanni, a Towson University grad, got his start in financial planning and what he wants to be when he grows up The sandwich generation and multigenerational financial planning How millennials and adults in their twenties or thirties can be doing to prepare for retirement The average debt and student loans for recent grads and how it can hurt your financial independence Deciding what your financial priority should be Legacy planning and leaving behind things more important than money – freedom, independence, vision, values Talking about money within families and how views can vary with your parents, spouse, or grandparents Side hustles and how they're impacting the idea of FIRE (financially independent retire early) Entrepreneurship and small business self-employment and how it can help you pursue your passions Social awareness and the importance it holds with younger generations Pensions, three-legged stools, social security and other antiquated retirement ideas being replaced by “you're on your own” Living in two-income society vs older generations able to live on a single income Transferring wealth between generations, to children and grandchildren, in tax-efficient ways through life insurance, trusts, and 529 College Savings Plans without creating a Billy Madison situation Unemployment and underemployment, and the shrinking value of college degrees Visit dontretiregraduate.com for a full transcript of this episode.

financial advisor, Terron Tidwell, joined the conversation. we discussed everything from equity and debt to credit scores and advice for the average person. 

Welcome to the season four finale of Don't Retire... Graduate! We've had amazing guests this season and couldn't be more excited to finish with today's guest. Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets and explores the way our brains affect our choices when it comes to money. He is here to talk about the way mental biases can affect our decision making and make us uniquely stupid when it comes to money (his words, not ours).  In this episode we'll talk about: •Behavioral finance and looking at the role psychology plays in our financial lives  •How people are uniquely stupid when it comes to money and how the brain reacts when thinking about money •The biases we all can fall victim to that can negatively affect our investments  •Decision making styles applied to money versus everywhere else in our lives •The performance of Amazon stock over the past twenty years •Day trading and how active investors tend to underperform  •Action bias, confirmation bias, investing alongside your political party, investing alongside your morals, loss aversion, the house money effect, and mental accounting and how they all affect our financial choices  •The value of a financial advisor versus doing it yourself  •Results of studies on financial advising, including investors working with advisors accumulating far more wealth than those without advisors  •The meaning of the term fiduciary and how it applies to finance and psychology  •Giving up on dreams of professional sports careers •Positive psychology, PERMA, and Dr. Martin Seligman's contribution     Visit dontretiregraduate.com for a full transcript of this episode. Dr. Crosby's Book  About Daniel Crosby Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 7 languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.   https://www.standarddeviationspod.com

According to research, 20% of small businesses fail in their first year, and they each have one thing in common – lack of proper planning. 1. A Plan for Future Growth As a business owner, you may have lots of plans for your business. For its future success, you must have planned out various long-term goals. 2. Saving Time and Energy Small business owners wear a lot of hats. If you are an entrepreneur, you may find yourself juggling between the different departments within your company. 3. Saving Money Business owners who neglect the financial condition of their business often fail to notice where they are overspending. 4. Evaluating Market Trends Financial service providers are equipped with some of the best tools, enabling them to research market trends more effectively. 5. Retirement Planning Many business owners are wrapped up in the logic that they will later sell their business and fund their retirement. 6. Succession Planning  Besides planning your retirement, you should also plan out what will happen to your business, or who will keep the company running, when you are no longer in charge People who should listen to this show are entrepreneurs

Tiakeysha is a serial entrepreneur . She's the founder of KB Dreamz, KB Dreamz Academy , and KB Quality Homes. She is just an ordinary woman with big dreamz. Her purpose in life is to learn as much as she can, and to guide, and teach others along the way. Her goal is to shed light on the importance of good personal, and business credit. Also make repairing it affordable to everyone. Tiakeysha launched KB Dreamz Academy after the success of KB Dreamz . This program is to help other aspiring entrepreneurs build their dreams like she did. She has changed the lives of many.  She wrote a DIY credit repair book titled "Credit Dreamz" to educate the world on how to repair their credit on their own. 

Money & Mindset podcast with Anntrica Bray and sher AlfordI was cohost  I enjoyed the show ladies. For information you can contact: The Lane Financial Group 240-640-5492 Flane.financial@yahoo.com   

In this episode, Host, Micheal Pope, will explore the pandemic recession's effects with Jason Matthews, MDRT, the President and CEO of Matthews Financial & Insurance Solutions. Covid-19 is having a massive impact on the US Economy.Jason is a native Californian based in Oakland and began his career in the insurance & financial services industry in 2004 with New York Life Insurance Company. During the midst of the great recession in 2009, He started Matthews Financial &Insurance Solutions. Matthews Financial & Insurance Solutions is a California firm operating nationally. Matthews Financial & Insurance Solutions specializes in facilitating world-class planning, action, and results for people who receive financial windfalls from an inheritance, real estate sales, business ownership gains, and other economic events.Jason serves as a Western Regional Vice President and National Board Member with the Urban Financial Services Coalition (UFSC). In this role, he operates as a leader for UFSC chapters and members west of the Mississippi, addressing public relations, operational, communication, personnel, and expense matters. As a passionate minority community professional, Jason is a board member of Alzheimer's Services of the East Bay. He also speaks at events such as the well-known San Francisco Small Business Week. Jason is married with two children, and he enjoys baseball, traveling, and his latest hobby, cycling.SUBSCRIBE to our YouTube Channelwww.michealpopeproductions.com

I recently did a call where everyone participating had a traditional 9-to-5-like job. I’ve never had that before in a teaching situation. I’m normally involved with a lot of entrepreneurs. But on this call I hardly knew how to talk to them. everybody I’ve ever talked to wants to be financially free. I’ve never talked to anybody that doesn’t want that. But what you must understand is that you don’t need to be rich in order to be free. If you set your sights on becoming rich, it is not necessarily true that you’ll become financially free. They’re not the same thing. Rich is rich, but you can be free by earning, depending on your lifestyle, $65,000 a year. You can live a decent life, depending on what you’re doing and your wants and needs, especially if you have your mortgage paid and debt already handled. People who should listen to this show are entrepreneurs

This is episode 4 of the follow me credit repair show hosted by Ed. Garey 

Ed Garey hosts follow me giving finnacial information and education. this is episode 3

NABWIC TALKS airs Wednesday mornings at 8:30 a.m. est as a benefit to the members of the National Association of Black Women In Construction. It is offered as an educational serivice to our listening audience. We bring our members and industry experts to you each week to educate, motivate and encourage professional connections.  Your host: Ersula K. Odom - CEO - Sula Too LLC, a Legacy Writing & Publishing company Your Program Director: Tena Williams - CEO - Williams Professional Water Restoration Service LLC Our guest-Tylene Henry is an entrepreneur, powerful change agent, and staunch advocate for socioeconomic parity. Tylene believes that her faith, character, and mindset of abundance have been the foundation of her continued success. Tylene has been referred to as the "follow up queen" as a result of her "3 P's" professional, patience, and persistence in developing relationships and access to resources necessary to create positive impact on the communities she serves. In addition to being a doting  mother and aunt, Tylene owns and operates a professional financial services practice and a strategic business consulting firm; she serves as President-elect of the Detroit Area National Association of Black Women in Construction, Serves on Congress Woman Brenda Lawrence’s Women’s Advisory Committee, is a long time Mentor and Volunteer with the Rhonda Walker Foundation, serves on the Board of Fresh Perspectives Seminars, and is a volunteer facilitator with Youth For Global Health and Social Justice. Tylene also enjoys spending time with family, travel, and being of service.

Julia's passion for business and finance started at a young age. Setting up lemonade stands, mowing the neighbor’s lawn and having her own babysitting club. In high school, she had an amazing teacher that taught her about business and finance. After her first mock stock portfolio and hearing about stocks from her grandfather, she was hooked on figuring out how to make this into a career. It's all she ever wanted to do.Working at a local bank and then taking the securities exam, at age 20 she became a financial advisor. What Julia has come to realize is that financial success isn't an isolated part of one's life. All parts are connected and success in one makes it easier to succeed in others. Now she helps others to figure out the matrix and become successful investors and retiree's. And her book Fit Moneytells you how she did it and you can too. 

Julia's passion for business and finance started at a young age. Setting up lemonade stands, mowing the neighbor’s lawn and having her own babysitting club. In high school, she had an amazing teacher that taught her about business and finance. After her first mock stock portfolio and hearing about stocks from her grandfather, she was hooked on figuring out how to make this into a career. It's all she ever wanted to do.Working at a local bank and then taking the securities exam, at age 20 she became a financial advisor. What Julia has come to realize is that financial success isn't an isolated part of one's life. All parts are connected and success in one makes it easier to succeed in others. Now she helps others to figure out the matrix and become successful investors and retiree's. And her book Fit Moneytells you how she did it and you can too. 

Dovetales is so excited to be in our 4th broadcast in our Separation and Divorce Series with co-host and author, Rachel Kidder. For this series we are giving away her boo, Healing Grace Scripture Journal ( 30 Day Bible Study Journal for Emotional Healing) as a gift to all callers. We are excited to continue this journey with you so, feel free to join the conversation as we as this question, "Is Faith or Fear Dictating Your Choices?". To weigh in on our topic call -668-8485 press 1 to be live on the air. Download the stitcher app on your mobile device. Or, click on link here

Brains, https://purposefulcreditsolutions.com Francine Rogers decided after twenty years of working in the insurance field to pursue her passion by helping people in restoring their credit. While attending USD, she had to face her own disastrous finances and she began the process of rebuilding her credit. In addition to rebuilding, she began to learn about personal finances and creating wealth through investing and credit leveraging. Even though her credit score had increased, she realized that she had to change her “poverty attitude” to a wealth building mindset.   Francine believes to truly eradicate debt, you must delve into the emotional reasons as to why debt was accumulated in the first place.   

Dovetales simply loves testimony and hearing the "tales" of the many who have allowed Jesus into their minds, hearts, and way of life. We welcome all ages, backgrounds, and socioeconomic backgrounds. We are all God's people and He is our KING. Dovetales welcome the "out-of-box creative thinker" and the "change management agent" author, financial consultant, leader, and speaker Tolu' Akinyemi. This man of God is a home grown talent, and alumnus of the Daystar Leadership Academy (DLA); passionate about people and wealth creation when impacting and influencing others.To weigh in on our topic call 646-668-8485 press 1 to be live on the air. Download the stitcher app on your mobile device. Or, click on link here.

Tune in 11 am pst/2pm to the The Nikki Rich Show with special guest Pierre Lawson. Call in 323.580.5749 press1 www.blogtalkradio.com/TheNikkiRichShow

Celebrating Women: Created For Greatness. Our 6th annual celebration. In celebration of National Women's History Month our theme this year is similar to the national theme - "Trailblazers" Recognizing Women Who Are Leading The Way Professioanlly, Spiritually and Personally. This is the first early morning training show! Featured on the show today is Trailblazer Dr. Cozette White. She is a financial analyst and tax expert. She will be discussing "Game Strategies for Getting to the Goal Post." She will talk about why businesses fail, discuss how and what pertinent business information and financial data should business owners be prepared to provide should the need financing, provide guidance on how to leverage reporting tools for tracking purposes and answer LIVE ON-AIR any financial planning questions you have on how to turn negative money stories into a legacy of prosperity and wealth. Dr. White will be introducing and discussing her new book – "Attracting The Best…NOW!"  Attracting the Best is about wealth, prosperity, abundance and is filled with daily affirmations.  As a leading authority on personal finances and business strategies, her advice has been called upon by ABC and FOX.  I have been featured on the radio, Black Enterprise, Forbes, Women of Wealth Magazine, Upscale Magazine, The Huffington Post and countless newspapers across the country. She was awarded The Lifetime Achievement Award from former President of the United States, Barack Obama.     

Celebrating Women: Created For Greatness. Our 6th annual celebration. In celebration of National Women's History Month our theme this year is similar to the national theme - "Trailblazers" Recognizing Women Who Are Leading The Way Professioanlly, Spiritually and Personally. This is the first early morning training show! Featured on the show today is Trailblazer Dr. Cozette White. She is a financial analyst and tax expert. She will be discussing "Game Strategies for Getting to the Goal Post." She will talk about why businesses fail, discuss how and what pertinent business information and financial data should business owners be prepared to provide should the need financing, provide guidance on how to leverage reporting tools for tracking purposes and answer LIVE ON-AIR any financial planning questions you have on how to turn negative money stories into a legacy of prosperity and wealth. Dr. White will be introducing and discussing her new book – "Attracting The Best…NOW!"  Attracting the Best is about wealth, prosperity, abundance and is filled with daily affirmations.  As a leading authority on personal finances and business strategies, her advice has been called upon by ABC and FOX.  I have been featured on the radio, Black Enterprise, Forbes, Women of Wealth Magazine, Upscale Magazine, The Huffington Post and countless newspapers across the country. She was awarded The Lifetime Achievement Award from former President of the United States, Barack Obama.     

Do you find yourself constantly struggling to make ends meet? Is retirement a far off dream? Is your credit holding you back? If you believe your financial situation keeps you from being successful and achieving your dreams, this show is for you. We will have a frank discussion around finances and financial fitness. If you struggle in this area, please be sure to tune in!!  Natasha Gayden is the founder of Elevate! Master Coaching. Natasha has many years of life experiences and a track record of helping people get unstuck in their lives. She specializes in those individuals who have been marginalized in their personal lives. Natasha has a great passion and love for seeing the underdog succeed. Please contact Natasha Gayden for a discovery call at 678-416-0228 or visit www.elevatemastercoaching.com.  Cheryl Leonard- Peeples is a retired Financial Consultant with more than 30 years of professional experience in the financial services industry. She began her career in banking as a Pension Consultant and today is a seasoned professional with expert knowledge of retirements, investments ,education funding and life insurance planning. Most recently, she was the Senior Financial Consultant for TIAA Financial Services, where she spent 15 years promoting Financial Literacy through personalized individual counseling and specialized  financial education seminars and workshops designed to address individuals needs at every life stage.

Monday May 2, 2016 11:30am cst This episode is PART 2 of my conversation with Natari Walton which AIRED on MONDAY APRIL 18, 2016. We experienced some tecnical difficuties and the show ended unexpectedly BUT we continued our CHAT about FINANCES and HAVE IT AVAILABLE NOW for you to enjoy!! THIS EPISODE is PRERECORED so there is no CALL IN Q & A during this episode. ENJOY !!