Podcasts about financial advice

Professional who renders financial services to clients

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Best podcasts about financial advice

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Latest podcast episodes about financial advice

InvestTalk
The "Forever Renter" Economy

InvestTalk

Play Episode Listen Later Jan 28, 2026 45:45 Transcription Available


Despite stabilizing, home ownership rates for younger demographics have hit new lows. We will analyze the rise of "Build-to-Rent" communities and the long-term economic shift away from ownership. Today's Stocks & Topics: Target Corporation (TGT), Portfolio Management, Market Wrap, Selling losses vs Taxes, The "Forever Renter" Economy, Financial Advice for a 15-Year-Old, AAON, Inc. (AAON), SentinelOne, Inc. (S), Rubrik, Inc. (RBRK), the Dollar's Decline, TransMedics Group, Inc. (TMDX), ALPS Equal Sector Weight ETF (EQL), The US Investments.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

The Homeowners Show
ChatGPT Fixes My Garage Door: Homeowner Hacks

The Homeowners Show

Play Episode Listen Later Jan 27, 2026 49:55


Episode Introduction This episode of The Homeowners Show features hosts Kevin Hackett and Craig Williams discussing current trends in the housing market, personal finance related to homeownership, and a practical DIY project. Real Estate Market Update Mortgage Rates: Rates have dropped to their lowest point since 2023, falling below 6% and even reaching 5.9% for some loans. FHA and VA loans are seeing rates around 5.9%, while traditional loans are in the low 6% range. Buyer's Market: There are currently 500,000 more home sellers than buyers, indicating a buyer's market. This shift suggests that prices may begin to decrease, and buyers have more negotiation power. Affordable Homes: While many homes are priced high, there are still options available for under $200,000, typically smaller, newer constructions. The hosts advocate for buying within one's means and prioritizing essential home features over excessive luxury. Financial Advice for Homeowners Smart Spending: The hosts emphasize the importance of making financially sound decisions, such as buying a home that is affordable rather than stretching to the absolute limit. This approach can lead to less financial stress and more disposable income for home improvements and personal enjoyment. Investment vs. Renting: Homeownership is generally presented as a better financial decision than renting, even for smaller, more affordable properties, as it builds equity over time. Avoiding Unnecessary Debt: The discussion highlights the negative impact of taking on excessive debt for a home, potentially leading to marital strain and unhappiness. DIY Project: Garage Door Opener Installation The Problem: Craig's garage door opener failed due to a worn-out plastic gear. The Solution: After initially considering professional replacement, which was quoted at three times the cost of the unit itself, Craig opted for a DIY installation. Technology & Tools: ChatGPT Assistance: AI was used to research compatible brands and installation nuances, revealing that multiple brands share the same mounting mechanisms. Chamberlain B6753T: The chosen smart garage door opener features Wi-Fi connectivity, a camera for deliveries (with a subscription service), a microphone, and a backup battery. Installation App: A dedicated app provided interactive 3D models and video guidance, making the installation process significantly easier and more detailed than traditional manuals. Key Features: The new opener is remarkably quiet and features a powerful LED light bar (2000 lumens) that illuminates the entire garage. Cost Savings: DIY installation saved approximately $1200 compared to professional service. Social Commentary Protests and Child Involvement: The hosts express dismay at seeing young children holding vulgar protest signs, criticizing the irresponsibility of parents who expose their children to such environments and language. Focus on Service: They advocate for channeling energy from unproductive protests into positive actions, such as volunteering and helping those in need. Economic Stabilization: Despite controversies, the hosts acknowledge that the current economic conditions have stabilized, leading to increased consumer confidence and spending. Upcoming Content The hosts mention exciting interviews and content planned for the year ahead. Call to Action Viewers are encouraged to like, subscribe, and leave reviews for The Homeowners Show. Buy a Homeowners Show T-Shirt!   Subscribe to our YouTube Channel   The Homeowners Show Website The Homeowners Show Facebook Page Instagram @homeownersshow Twitter @HomeownersThe   Info@homeownersshow.com    Sustained Growth Solutions – Design a lead generation system specifically for your business so that you never have to search for leads again! We are a full digital marketing agency.

“What It’s Really Like to be an Entrepreneur”
Unlocking Tax Strategies for Entrepreneurs with Catrina Craft

“What It’s Really Like to be an Entrepreneur”

Play Episode Listen Later Jan 26, 2026 20:49


In this episode, Catrina Craft, a CPA and tax strategist, discusses the importance of tax planning for entrepreneurs. She emphasizes the need for proper business structures, the significance of maximizing deductions, and the benefits of understanding the tax code. Catrina shares practical tips on hiring family members, vehicle expenses, and the importance of not co-mingling personal and business finances. The conversation highlights the value of having a tax strategist who understands the specific needs of different industries.As you listen:00:00 The Importance of Tax Planning04:53 Understanding Business Structures09:45 Maximizing Deductions and Tax Strategies14:36 Vehicle Expenses and Tax Benefits17:20 Conclusion and Future Insights"Income shifting can save you money.""Start with the proper structure."Takeaways:-Have separate bank accounts for personal and business finances.-The IRS code is designed to benefit business owners.-Hiring family members can lead to significant tax deductions.-Understanding your business structure is crucial for tax savings.-Income shifting can help reduce tax liabilities.-Proper tax planning can save you thousands of dollars.-A heavy SUV can qualify for a 100% tax deduction if used for business.-The tax code is complex; seek a knowledgeable CPA.-Start tax planning early to maximize savings.-Learning from lived experiences is invaluable in entrepreneurship.

The Money Advantage Podcast
Will AI Replace Financial Advisors? Why Wisdom Still Wins in Real Life Money Decisions

The Money Advantage Podcast

Play Episode Listen Later Jan 26, 2026 34:57


The Moment “Confident” Sounds Like “Certain” A few weeks ago, we found ourselves talking about how quickly AI is moving. It's not just that it can answer questions fast—it's that it can sound certain while doing it. https://www.youtube.com/live/mWd2QqPzFWA And when you're staring at a big money decision—debt, investing, taxes, retirement—certainty feels like relief. It feels like clarity. But after thousands of conversations with real families, we've learned something that never changes: people don't just need answers. They need judgment. They need wisdom. They need someone who can hear what's not being said and help them make decisions they can live with. So we're tackling the question head-on: Will AI replace financial advisors? The Moment “Confident” Sounds Like “Certain”The Promise and the Limits of an AI Financial AdvisorWill AI Replace Financial Advisors? Start With the Real Problem: Information Overload, Wisdom ShortageAI Financial Planning Tools Can Help You Find Information Fast—but Speed Isn't the Same as StewardshipAI Financial Advisor vs Human Financial Advisor: What AI Does Well (And Why That's a Gift)What AI Can and Can't Do in Financial Advice: AI Excels at Technical Speed and StructureHow to Use AI With a Financial Advisor: Let AI Raise Your Questions, Not Replace Your CounselChatGPT Financial Advice and the Biggest Risk: It Doesn't Know What's True—It Knows What's RepeatedCan You Trust AI for Financial Advice? A Simple FrameworkRobo-advisor vs Financial Advisor: Why Optimization Isn't the Same as GuidanceAI and Behavioral Finance Coaching: The Moment Emotion Enters, the Math Isn't EnoughRoth Conversions and the Problem With “Perfect Math”: You Have to Know the Future (And You Don't)AI in Wealth Management Helps With Modeling—but It Can't Carry the Weight of Your MortalityPrivacy Risks Sharing Financial Data With AI: A Practical BoundaryThe Bottom Line: AI Can Enhance Wisdom, But It Cannot Replace ItWill AI Replace Financial Advisors? The Better Question Is: Who's Leading?Use the Tool, Don't Hand Over the WheelListen to the Full Episode on “Will AI Replace Financial Advisors?”Book A Strategy CallFAQWill AI replace financial advisors?Is an AI financial advisor trustworthy?What is the difference between a robo-advisor vs financial advisor?Can you trust ChatGPT financial advice?What are the biggest privacy risks sharing financial data with AI?How do I use AI in financial planning without making mistakes?What AI can and can't do in financial advice?How to use AI with a financial advisor? The Promise and the Limits of an AI Financial Advisor If you've been asking, “Will AI replace financial advisors?” you're not alone. With ChatGPT and other tools now in everyone's pocket, it's natural to wonder if you can depend on technology to do what an advisor does—maybe even better than a human. In this blog, you'll walk away with: A clear view of what an AI financial advisor can do well today The limits of ChatGPT financial advice (and why it matters) The real difference in AI vs human financial advisor—and why it isn't mostly about math How to use AI in financial planning without outsourcing your responsibility A simple framework for letting AI serve your decisions—not lead them We're not here to hype AI or fear it. We're here to help you use it wisely—so you stay in control of your financial life. Will AI Replace Financial Advisors? Start With the Real Problem: Information Overload, Wisdom Shortage We live in a world drowning in information. You can Google anything. You can ask ChatGPT anything. You can get 1,500 opinions in five minutes—especially about money. But access to information isn't the same as knowing what to do. That's why this conversation matters: we don't just have an information problem. We have a wisdom problem. You can search “how to invest” or “how to pay off debt” and get answers that sound smart—but those answers don't actually understand your life, your goals, your emotions, your discipline level, your blind spots, your family responsibilities, or your values. People don't get stuck because they can't find an answer. They get stuck because they can't tell which answer is true, which answer is opinion, and which answer applies to their reality. This is the first reason the “AI will replace advisors” narrative falls short. AI can multiply information. But it cannot automatically create wisdom inside you. AI Financial Planning Tools Can Help You Find Information Fast—but Speed Isn't the Same as Stewardship AI in the financial world isn't brand new. The industry has used advanced modeling tools for years—Monte Carlo simulations, tax planning software, retirement projections, portfolio analytics. What's changed is how accessible and conversational it's become. Now you can ask an AI tool a question like you'd ask a person. That's powerful. But it also creates a temptation: treating the tool like a decision-maker instead of a tool. And that's where people can get harmed—not because AI is “evil,” but because it's easy to transfer your trust to something that sounds confident. AI Financial Advisor vs Human Financial Advisor: What AI Does Well (And Why That's a Gift) Let's say this plainly: AI can be a good tool. Used well, it can help you become more prepared, more organized, and more proactive. Here are practical ways AI in financial planning is already genuinely helpful. What AI Can and Can't Do in Financial Advice: AI Excels at Technical Speed and Structure AI is excellent at gathering technical information quickly and helping you manipulate scenarios. Instead of building spreadsheets, calculators, and formulas from scratch, you can get a structured outline in minutes. It can help you: Summarize concepts in plain language Compare strategies side-by-side Generate checklists and planning questions Turn notes into a presentation Create “what if” scenario prompts That can help you see possibilities faster. But seeing possibilities is not the same as choosing wisely. How to Use AI With a Financial Advisor: Let AI Raise Your Questions, Not Replace Your Counsel One of the best uses of AI is preparation. You can ask it: “What questions should I ask my advisor about retirement?” “What are common blind spots in tax planning?” “What are the tradeoffs of paying off debt versus investing?” “What does it mean to reduce drawdown?” Then you bring those questions to a real conversation with a professional who understands context. Used this way, AI can help you show up better. That's very different than AI taking over. ChatGPT Financial Advice and the Biggest Risk: It Doesn't Know What's True—It Knows What's Repeated One thing we've noticed quickly: AI tools learn from what's out there on the internet, and they don't always know what is true versus what is simply popular. Sometimes things look like “truth” because they're repeated endlessly. That matters in money decisions, because repetition isn't accuracy—and it's definitely not wisdom. So if you're asking, “Can you trust AI for financial advice?” the answer depends on how you use it. Can You Trust AI for Financial Advice? A Simple Framework Here's a practical way to think about trust: Trust AI to organize information. Trust AI to help you generate questions. Don't trust AI to carry your responsibility. Don't trust AI to know your full story—your fears, habits, values, and family dynamics. AI can be a strong assistant. It's not a wise authority. Robo-advisor vs Financial Advisor: Why Optimization Isn't the Same as Guidance Robo-advisors have been around for years. They can be helpful for automating portfolio allocation and rebalancing. But the question isn't whether robo-advisor vs financial advisor is better in theory. The question is: what do you actually need? Most people don't struggle because they lack a portfolio. They struggle because when real life hits—fear, uncertainty, loss, family conflict—they stop making consistent decisions. Money decisions are never just math decisions. They're human decisions. And real guidance isn't just optimization. It's interpretation, coaching, and sometimes even protection from your own impulse. AI and Behavioral Finance Coaching: The Moment Emotion Enters, the Math Isn't Enough A perfect example came up in our conversation. Someone left an advisor because they felt dismissed emotionally. The message they kept hearing was, “Don't worry.” But they were worried. So the plan was adjusted to minimize drawdown—the goal was reducing the size of losses during downturns. That created more peace. Then the market rose strongly, and the question became: “Why am I not up as much as the S&P 500?” That's a human moment. It's normal. It also reveals the deeper truth: we often want safety and maximum upside at the same time. An AI tool can explain that tradeoff intellectually. But the real work is helping a person reconnect their decisions to their values and expectations—and then stay consistent under stress. That's where AI vs human financial advisor becomes obvious. The issue isn't intelligence. The issue is integration. Roth Conversions and the Problem With “Perfect Math”: You Have to Know the Future (And You Don't) Roth conversions are a great example of why financial decisions can't be reduced to formulas. Whether a Roth conversion is “best” depends on factors like: Future tax rates Your income path Your withdrawal timing And how long you'll live Many financial models require assumptions about the future that cannot be known. AI can run scenarios. It cannot remove uncertainty. It also cannot decide which risks you're willing to carry, which outcomes matter most to you, and how your family should prepare if life doesn't go as modeled.

Radical Personal Finance
1127-Friday Q&A: Birth Tourism, More Children, AI for High School, Financial Advice Career, Family Business

Radical Personal Finance

Play Episode Listen Later Jan 24, 2026 94:27


On today's Friday Q&A we discuss: 00:47 Tips on Brazilian birth tourism 9:50 How can I influence my wife to want to have more children? 30:00 How should I structure an AI curriculum for high schoolers? 53:00 What's the future for the financial advice business? 1:02:21 How do I help my children plan to take over the family business?

The Health Ranger Report
Brighteon Broadcast News, Jan 23, 2026 – Trump BRAGS About Operation Warp Speed while America's Economy CRUMBLES

The Health Ranger Report

Play Episode Listen Later Jan 23, 2026 148:11


Stay informed on current events, visit www.NaturalNews.com - Preparation and Independence in Crisis (0:10) - Critique of Mainstream Media and Financial Advice (3:27) - Interview with Tyana: Background and Views (5:40) - Critique of Trump and Globalist Policies (7:35) - Economic Collapse and Financial Advice (27:20) - Special Report on Battery Technology and Electric Vehicles (45:30) - Interview with Tajana: Personal Experiences and Views on Canada (1:04:50) - Critique of Canadian Government and Society (1:18:07) - Conclusion and Final Thoughts (1:20:43) - Propaganda and Social Media Influence (1:21:04) - Liberal Threats and Online Behavior (1:24:12) - Global Order and Shadow Government (1:25:04) - Depopulation and Vaccine Concerns (1:27:50) - Gender Roles and Cultural Differences (1:31:07) - Firearms and Legal Concerns (1:33:15) - Political Corruption and Government Influence (2:00:59) - Economic Collapse and Survival Strategies (2:01:46) - Energy Dependence and Technological Advancements (2:05:34) - Global Conflicts and Geopolitical Dynamics (2:15:06) - Introduction and Guest Introduction (2:26:20) - Closing Remarks and Promotion (2:27:32) - Advertisement for Mac and Cheese Product (2:27:49) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Mark Tilbury
The BEST Financial Advice You'll Hear Today! | Mark Tilbury

Mark Tilbury

Play Episode Listen Later Jan 22, 2026 1:42


The BEST Financial Advice You'll Hear Today! Mark Tilbury firmly believes that anyone who learns the skill sets of a millionaire can become a millionaire, ANYONE. Mark Tilbury left school at 16 with no qualifications and no money. Now he runs a multi-million dollar business & has grossed over 50 million. He has the house of his dreams and most importantly, the freedom to spend time with his family. Now Mark wants to help you become financially free as well. Follow the podcast and turn on notifications! Follow @MarkTilbury on Tiktok, YouTube, Twitter & IG Disclaimer: All content rights belong to Mark Tilbury. This Podcast is fan-made. No copyright infringement intended. --- Learn more about your ad choices. Visit megaphone.fm/adchoices

The Ansari Podcast
158: $190m Fund Manager “Muslim Markets Are Thriving Right Now” w. Ibrahim Khan

The Ansari Podcast

Play Episode Listen Later Jan 21, 2026 48:42


We sat down with Ibrahim Khan, co-founder of Curate Capital and Islamic Financial Group, a fund manager overseeing more than $190 million in assets, to talk about what Muslims should actually be doing in times of uncertainty.We break down whether to hold cash or invest, what to expect heading into 2026, how global politics and AI are reshaping markets, and why most people feel financially behind even when they're doing “everything right.”JOIN OUR YOUTUBE MEMBERSHIPORSupport Us @ https://www.ansaripodcast.com/ORPatreon: https://www.patreon.com/c/theansaripodcast/membershipJoin The Cosmos Club Newsletter: https://www.ansaripodcast.com/cosmos-club#finance #investing #investment #venezuela #ukmuslims #2026 #muslimpodcast #islamicpodcastAyubi CollectiveFREE 10-Part Masterclass “How to Build Your Own Multi-Billion Dollar Business”https://www.ayubi.com/ansariProvision Capital: https://www.provisioncapital.comHumaniti: https://donor.muslimi.com/page/Humaniti-emergency-Ansari00:00 How to Save in Trump Era Economy08:07 AGI Connected to Trump Stealing Venezuelan Oil11:08 Comparing Arab, UK, and Pakistan Economies18:49 Are Most 30-40 Year Old's Actually Behind Financially?19:57 Big Purchases to Avoid Right Now21:56 Buy Used, New, Lease Car?25:10 Emergency Costs and How Much Income to Invest29:45 Save for a House or Rent?39:20 Living Standards and Income43:00 Financial Advice for Young Men and the UmmahListen on All Audio Platforms: https://tr.ee/JeX-ILYSyjFollow The Ansari PodcastInstagram: https://instagram.com/ansaripodcastTikTok: https://tiktok.com/@theansaripodcastTwitter/X: https://twitter.com/ansaripodcast

Financial Focus Radio Show
Financial Advice Conflicts, What to do with CD Cash, Be Proactive About Handing off the Reins (1.17.26)

Financial Focus Radio Show

Play Episode Listen Later Jan 20, 2026 77:33


This week's show covers conflicts of interest in the financial advice space, what to do with cash in CD's, and discusses being proactive about planning for your own decline.

KFI Featured Segments
@WakeUpCall – ‘How to Money' with Joel Larsgaard

KFI Featured Segments

Play Episode Listen Later Jan 20, 2026 6:40 Transcription Available


Amy talks with the host of ‘How to Money’ Joel Larsgaard talking about young people ditching credit cards, Ozempic reducing grocery bills, and store brands costing less.See omnystudio.com/listener for privacy information.

Making Cents of Money
Episode 121: Before you give or take financial advice, listen to this...

Making Cents of Money

Play Episode Listen Later Jan 20, 2026 30:15


Show Notes: "Before You Give or Take Financial Advice, Read This" [SMMC Blog Post]: https://blogs.uofi.uillinois.edu/view/7550/862829868 FTC Disclosures 101 for Social Media Influencers: https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers Investor.gov professional verification tools: https://www.investor.gov/introduction-investing/getting-started/working-investment-professional/check-out-your-investment-professional Illinois Department of Financial & Professional Regulation: https://online-dfpr.micropact.com/lookup/licenselookup.aspx IRS guidance on choosing tax preparers: https://www.irs.gov/tax-professionals/choosing-a-tax-professional “Hack-Proof Your Holidays #GetSavvy Webinar Recording” [YouTube Video]: https://youtu.be/p2Leqox64cY?si=VAKsFJTuZFcCvyEF Related Episodes: Ep. 14 – Short-selling: https://blogs.uofi.uillinois.edu/view/7550/433822269 Ep. 25 – Choosing a Financial Professional: https://blogs.uofi.uillinois.edu/view/7550/518681996 Ep. 65 – Financial Planner vs AI: https://blogs.uofi.uillinois.edu/view/7550/1933077943 Ep. 76 – What is Crypto Anyway?: https://blogs.uofi.uillinois.edu/view/7550/1253298616 Ep 78 – Is Crypto the Wild West?: https://blogs.uofi.uillinois.edu/view/7550/1888916702 Ep. 99 – Financial Socialization: https://blogs.uofi.uillinois.edu/view/7550/1342187809 References: American Institute of CPAs. (2024). AICPA.org. https://www.aicpa.org/ Benson, J. (2016). Cognitive bias codex. https://upload.wikimedia.org/wikipedia/commons/6/65/Cognitive_bias_codex_en.svg Center for Advanced Hindsight. (2024). Resources. https://advanced-hindsight.com/resources/ CFA Institute. (2024). CFA Institute. https://www.cfainstitute.org/ CFP Board. (2024). Code of ethics and standards of conduct. https://www.cfp.net/ethics/code-of-ethics-and-standards-of-conduct Certified Financial Planner Board of Standards. (2024). CFP.net. https://www.cfp.net/ Dictionary.com. (2021). Parasocial relationship. https://www.dictionary.com/e/tech-science/parasocial-relationship/ Federal Trade Commission. (2019). Disclosures 101 for social media influencers. https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers FINRA. (2024). FINRA.org. https://www.finra.org/ Illinois Department of Financial & Professional Regulation. (2024). License lookup. https://online-dfpr.micropact.com/lookup/licenselookup.aspx Internal Revenue Service. (2024). Choosing a tax professional. https://www.irs.gov/tax-professionals/choosing-a-tax-professional Investment Advisers Act of 1940, 15 U.S.C. § 80b-1 et seq. https://www.sec.gov/about/laws/iaa40.pdf Investor.gov. (2024). Check out your investment professional. https://www.investor.gov/introduction-investing/getting-started/working-investment-professional/check-out-your-investment-professional Klayman, J. (1995). Varieties of confirmation bias. Psychology of Learning and Motivation, 32, 385-418. https://doi.org/10.1016/S0079-7421(08)60315-1 National Association of Personal Financial Advisors. (2024). NAPFA fiduciary standard. https://www.napfa.org/fiduciary-standard Pellegrini, A. (2025). Before you give or take financial advice, read this. University of Illinois Extension Blog. https://blogs.uofi.uillinois.edu/view/7550/862829868 Securities and Exchange Commission. (2022, October 3). SEC charges Kim Kardashian for unlawfully touting crypto security [Press release]. https://www.sec.gov/newsroom/press-releases/2022-183 The Decision Lab. (2024). Cognitive biases: A list of the most relevant biases in behavioral economics. https://thedecisionlab.com/biases Yakoboski, P. J., Lusardi, A., & Sticha, A. (2024). The TIAA Institute-GFLEC Personal Finance Index (P-Fin Index). Global Financial Literacy Excellence Center (GFLEC). https://gflec.org/initiatives/personal-finance-index/

Financial Advisor Marketing Podcast
Why Growing A Financial Advice Business Is So Freaking Difficult

Financial Advisor Marketing Podcast

Play Episode Listen Later Jan 19, 2026 22:00


Let me tell you a secret that might cause you so much frustration that you close out this episode… or that will give you the "ah-ha" moment your subconscious has been desperately searching for.  It has to do with your approach to marketing and it answers the question of why growing a financial advice business is so freaking difficult.  The secret? Your marketing sucks because you believe marketing equals providing information.  This is why prospective clients overflow with objections to your sales presentations… why your calendar is collecting more digital dust than PDFs in your Downloads file… and why, no matter what you say or how many hours you spend working, your business NEVER grows.  In fact, overwhelming prospective clients with information and education makes them far less likely to hire you as their financial advisor compared to the new approach you'll learn in this episode.  Listen now.  Show highlights include: Why your business doing "fine" is the single most dangerous place it can be (1:16)   How a simple shift in your marketing can help you book more high-quality appointments in the next 30 days than you have in the past 6 months combined (1:56)  The "Teacher Trap" that nearly all middling financial advice businesses fall into that stifles their growth, forces prospects to run to the closest competitor, and fills you with endless frustration (2:33)  How to "hijack" prospective clients' nervous systems and ethically give them no other option other than paying your fees (2:54)  Why telling silly stories, even ones that have nothing to do with financial advice at all, will not only make your calendar fill up, but your client roster too (3:21)   Two embarrassingly simple ways (that almost no financial advisor uses) to make prospective clients' "short circuit" and give you their undivided attention and trust (4:53)  A weird "glitch" almost all financial advisors have that intimates prospective clients and makes them freeze instead of pay your fees (7:02)  How being a narrator of your thoughts in your marketing copy works almost too well for making prospects eager to hire you (8:34)  Why lots of financial advisors market in a way where it is neurologically impossible for people to become clients (and how to avoid this fatal mistake) (12:11)   The simple, but powerful trick for framing your high fees as a reason to trust you (14:41)  Want to see the magic that happens when your marketing works with human psychology instead of fighting against it as most advisors do? Then I recommend my Profitable Pricing Blueprint, which you can find below: https://TheAdvisorCoach.com/Pricing  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Money Wisdom
Can I Trust AI for Financial Advice?

Money Wisdom

Play Episode Listen Later Jan 16, 2026 21:43


AI can answer questions instantly, but should it be trusted with your financial future? Dive into today's episode as Jake and Nick tackle whether AI can truly replace human financial advisors. You'll hear the real risks, and hidden potential when using AI for money decisions. Tune in and learn what to ask before trusting your finances to technology! Here's what we discuss in this episode:

Catching Up To FI
Can AI Plan Your Retirement? Testing ChatGPT's Financial Advice | Earn & Invest Crossover | 190

Catching Up To FI

Play Episode Listen Later Jan 14, 2026 48:52


Bill joins Jordan 'Doc G' Grumet for a community episode on the Earn & Invest podcast. They stress-test what happens when someone asks ChatGPT: 'What should I do if I'm retiring in five years?' Bill talks about turning 60, being told he's officially reached financial independence, and shifting from accumulation to a more defensive, retirement-ready nest egg.      DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   ALLOY The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).    For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners      === SUPPORT THE SHOW ===

The Health Ranger Report
Brighteon Broadcast News, Jan 13, 2025 - Trump Pushing America to its FINAL COLLAPSE

The Health Ranger Report

Play Episode Listen Later Jan 13, 2026 187:04


-AI and Financial Markets (0:11) -AI Compliance and Claude Code Incident (2:56) -Trump's Claims and International Law (9:20) -Trump's Aggressive Foreign Policy (22:04) -Trump's Threats to the Federal Reserve (34:14) -Trump's Tariffs and Economic Impact (41:35) -Trump's Impact on Global Relations (45:22) -Trump's Vision for America (47:53) -Trump's Economic and Political Strategy (1:08:55) -Trump's Impact on American Society (1:09:50) -Economic Challenges and Job Market Changes (1:10:06) -Impact of AI on Various Industries (1:27:56) -Adapting to AI and Future Job Prospects (1:30:39) -Robotics and Automation in Society (1:43:31) -The Role of Creativity and Human Skills (1:53:01) -Financial Advice and Debt Management (2:02:27) -The Power of Asking and Building Relationships (2:21:35) -Resilience and Adaptability in a Changing World (2:22:04) -Final Thoughts and Encouragement (2:22:54) -Reinventing Ourselves and the Power of AI (2:24:48) -The Power of Ask and Supernatural Help (2:34:37) -The Year of the Mirror and Technological Discernment (2:36:47) -Due Diligence and Trustworthy Information (2:45:41) -The Story of Todd and Yana's Love (2:51:50) -Future Plans and Technological Innovations (3:02:30) -Closing Remarks and Final Thoughts (3:03:29) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Millennial Money
Why Traditional Financial Advice Fails Women — And What a Better Future Looks Like

Millennial Money

Play Episode Listen Later Jan 13, 2026 33:10


Most financial advice was built by men, for men — and women have been expected to simply adapt. Spoiler: we haven't, and we won't. In this conversation with Lacy Garcia, founder & CEO of Willow, we get real about: Why women are about to control two-thirds of U.S. wealth How the industry talks about money vs. how women actually make financial decisions What women really want from financial advisors (hint: it's not alpha charts) The messy middle of the industry finally changing What holistic planning really means beyond the buzzword How to know if an advisor is actually for you — or just painting everything pink This is the perfect January reset if you've been feeling like financial advice wasn't built with your life in mind. Because the truth is, women are already reshaping the future of wealth — the industry is just catching up. Learn more about how my firm, GWA Wealth works with women who want to take control of their money. Talkin' Points → where your money gets smarter. Real talk, practical tips, zero guilt straight to your inbox. Sign up here.  Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

Talk Law Radio Podcast
Exit Planning, Gift Card Fraud, & Senate Bill 2420 with Shannon Salmon-Haas

Talk Law Radio Podcast

Play Episode Listen Later Jan 3, 2026 51:59


In this episode of Talk Law Radio, host Todd Marquardt brings together trusted voices in finance, law, and public service to help listeners uncover hidden legal and financial blind spots—and start the new year with clarity and confidence.

Expedition Retirement
Don't Pack Your 401(k) Before You Know Your Destination

Expedition Retirement

Play Episode Listen Later Jan 3, 2026 8:23


Before making big moves with your 401(k) at retirement, Greg Aler and Phil Huff explain why understanding your goals is more important than defaulting to “safe” investments. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn. See omnystudio.com/listener for privacy information.

Build Your Network
Make Money by Avoiding Stupid Financial Advice

Build Your Network

Play Episode Listen Later Jan 1, 2026 19:31


In this episode, Travis sits down with his produce for a fun but pointed breakdown of the “dumbest” money advice that keeps going viral—especially the idea that you can simply save and budget your way to real wealth. The conversation blends sarcasm, listener-style questions, and real numbers to show why the old-school “just cut lattes and max your 401(k)” script no longer works on its own.​ On this episode we talk about: Why “you can save your way to retirement/wealth” is outdated advice in today's economy How popular personal finance voices lean too hard on small cuts and compound interest examples that top out at barely livable retirement numbers Why your income is the number one lever for building wealth—and why focusing only on cutting expenses keeps you stuck The tradeoff between delayed gratification and actually enjoying life now (family trips, nicer car, real experiences) without wrecking your future How to think like an entrepreneur and ask, “How can I have both?” instead of choosing between a miserable present or a broke future​ Top 3 Takeaways You can't save your way to your dream life; at some point you must learn how to earn more so you can invest at meaningful levels, not just 100100–200200 dollars a month forever.​ Cutting expenses and being frugal matters, but obsessing over coupons and $3 decisions will never move the needle like taking your income from 50K50K to 250K250K over time. The real goal is to both fund your future (retirement, investments, freedom) and live a life full of memories now—which requires skill-building, risk, and refusing to accept “this is just my lot in life.” Notable Quotes “Penny saved is just a penny.” “If you don't have the confidence to go earn more money, you're always at the mercy of what other people want to pay you for your time.” “Sacrificing the present for the future is a bad idea—but sacrificing the future for the present is just as bad. You have to learn how to have both.” ✖️✖️✖️✖️

Karl and Crew Mornings
Christmas Rewind:Financial Advice and Q&A with Rob West

Karl and Crew Mornings

Play Episode Listen Later Jan 1, 2026 74:07 Transcription Available


Wishing you and your family a Merry Christmas and a Happy New Year! Please enjoy some of our 'best of' content featuring special guest Rob West. Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/ Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Chase Wild Hearts Podcast: Conversations with women who have created dream businesses and redefining success

Happy Gregorian New Year! We start the month in Capricorn season and mid-month we shift to Aquarius season. There is something new emerging and that you're building in the Capricorn and Aquarius sections of your natal chart. Thank you for listening and being a part of our community. December Recap (0:00)January 2026 (19:59)

Mornings with Eric and Brigitte
Christmas Rewind:Financial Advice and Q&A with Rob West

Mornings with Eric and Brigitte

Play Episode Listen Later Jan 1, 2026 74:07 Transcription Available


Wishing you and your family a Merry Christmas and a Happy New Year! Please enjoy some of our 'best of' content featuring special guest Rob West. Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/ Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Mornings with Tom and Tabi Podcast
Christmas Rewind:Financial Advice and Q&A with Rob West

Mornings with Tom and Tabi Podcast

Play Episode Listen Later Jan 1, 2026 74:07 Transcription Available


Wishing you and your family a Merry Christmas and a Happy New Year! Please enjoy some of our 'best of' content featuring special guest Rob West. Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/ Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Kurt and Kate Mornings
Christmas Rewind:Financial Advice and Q&A with Rob West

Kurt and Kate Mornings

Play Episode Listen Later Jan 1, 2026 74:07 Transcription Available


Wishing you and your family a Merry Christmas and a Happy New Year! Please enjoy some of our 'best of' content featuring special guest Rob West. Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/ Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Perry and Shawna Mornings
Christmas Rewind:Financial Advice and Q&A with Rob West

Perry and Shawna Mornings

Play Episode Listen Later Jan 1, 2026 74:07 Transcription Available


Wishing you and your family a Merry Christmas and a Happy New Year! Please enjoy some of our 'best of' content featuring special guest Rob West. Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/ Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Mornings with Kelli and Steve
Christmas Rewind:Financial Advice and Q&A with Rob West

Mornings with Kelli and Steve

Play Episode Listen Later Jan 1, 2026 74:07 Transcription Available


Wishing you and your family a Merry Christmas and a Happy New Year! Please enjoy some of our 'best of' content featuring special guest Rob West. Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/ Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

Saturday Morning with Jack Tame
Best of 2025: Ed McKnight's brutally honest money advice you need to hear

Saturday Morning with Jack Tame

Play Episode Listen Later Jan 1, 2026 5:55 Transcription Available


Ed McKnight has been working in personal finance for a fair few years and although he typically tries to be encouraging when giving advice, he does have some more brutal truths to tell. He joined Jack Tame to offer up the three brutally honest pieces of money advice that most Kiwis will need to hear. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Ken and Deb Mornings
Christmas Rewind:Financial Advice and Q&A with Rob West

Ken and Deb Mornings

Play Episode Listen Later Jan 1, 2026 74:07 Transcription Available


Wishing you and your family a Merry Christmas and a Happy New Year! Please enjoy some of our 'best of' content featuring special guest Rob West. Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/ Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.

The Long View
Best of The Long View 2025: Financial Planning and Retirement

The Long View

Play Episode Listen Later Dec 30, 2025 33:19


Hi and welcome to The Long View. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. On this week's episode, we will feature some of our favorite clips from interviews we have done with financial planners, advisors, and retirement researchers over the past year. It's a counterpart to a previously released “Best Of” episode that was all about investing. As usual, we delved into the topic of psychology and money, and the importance of tuning out the noise if you're a long-term investor.“JL Collins: The (Still) Simple Path to Wealth,” The Long View podcast, Morningstar.com, July 1, 2025.“Charley Ellis: Indexing Is a Marvelous Gift,” The Long View podcast, Morningstar.com, Aug. 5, 2025.“Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things,'” The Long View podcast, Morningstar.com, Sept. 16, 2025.“Dan Haylett: ‘The Retirement You Didn't See Coming,'” The Long View podcast, Morningstar.com, Nov. 18, 2025.“Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans,” The Long View podcast, Morningstar.com, Sept. 30, 2025.“Carl Richards: The Case for ‘Deeply Human' Financial Advice,” The Long View podcast, Morningstar.com, Oct. 21, 2025.“Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like,'” The Long View podcast, Morningstar.com, Sept. 23, 2025.“Barry Ritholtz: ‘How Not to Invest,'” The Long View podcast, Morningstar.com, Oct. 7, 2025.“Nick Maggiulli: Climbing the Wealth Ladder,” The Long View podcast, Morningstar.com, July 22, 2025.“Doug and Heather Boneparth: How Couples Can Find Financial Harmony,” The Long View podcast, Morningstar.com, Oct. 28, 2025.“Ramit Sethi: ‘We Have to Make Money Fun and Connective,'” The Long View podcast, Morningstar.com, March 4, 2025.“Beth Pinsker: Lessons From ‘My Mother's Money,'” The Long View podcast, Morningstar.com, Nov. 4, 2025.“Jean Chatzky: What Women Need to Do Differently With Their Money,” The Long View podcast, Morningstar.com, April 8, 2025.“Sahil Bloom: ‘Curiosity Is the Fountain of Youth,'” The Long View podcast, Morningstar.com, Feb. 4, 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Money Multiplier Podcast
The “Worst” Financial Advice Wealthy People Ignore

The Money Multiplier Podcast

Play Episode Listen Later Dec 30, 2025 39:03


Join Money Mentor Brian Fouts on The Money Multiplier as he examines the worst financial advice wealthy people ignore and why it persists. This episode focuses on controlling money, redirecting cash flow, and using whole life insurance policies with the Infinite Banking Concept as a strategic asset rather than a cost.   Watch the 90-minute Infinite Banking presentation: https://bit.ly/tmm-podcast-ppt.   Send questions or topic ideas to podcast@themoneymultiplier.com.   Explore Money Multiplier resources here: https://linktr.ee/themoneymultiplier.

Money Guy Show
Financial Advisors React to Financial Advice on YouTube!

Money Guy Show

Play Episode Listen Later Dec 29, 2025 19:52


We are back with another react episode, breaking down content from some of our favorite financial YouTubers and creators. We react to content covering common financial traps that keep people broke, including lottery tickets (lower-income households spend an average of $412 annually), extended warranties that only profit retailers, buy-now-pay-later schemes that create debt cycles, and excessive car loans stretching 72-96 months. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DRINKAG1.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

The Big Story
Buy Now Pay Later: how does it work and is it right for you?

The Big Story

Play Episode Listen Later Dec 26, 2025 25:04


Happy Holidays from Frequency Podcast Network! Over the next couple weeks, we'll be joined by the Friends of Frequency (FOF).In this special feed drop on The Big Story, Host Kris McCusker speaks to Kelley Keehn, CEO of the Money Wise Institute to discuss the dos and don'ts of Buy Now Pay Later payment options. The two break down how to spend wisely this holiday season and how to not fall into dangerous spending habits you can't ultimately keep up with. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstoryfpn on Twitter

SML Planning Minute
Be Skeptical of Financial Advice on Social Media

SML Planning Minute

Play Episode Listen Later Dec 23, 2025 7:09


Be Skeptical of Financial Advice on Social Media Episode 363 – It is perhaps not surprising that a lot of the financial advice you get on social media is misleading. A recent study shows us just how bad the situation is. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 363 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode, be skeptical of financial advice on social media. Here's a shocker: much of the financial advice you get on social media like TikTok or Facebook is bad. Overly simplified advice without proper disclosure can be misleading and is often inaccurate. One of the great things about the internet is that, unlike previous generations, we now have almost unlimited accessibility to information about anything we're interested in, anytime or anywhere. We can get our hands on a vast amount of information with just a few clicks. But it comes with some serious danger. TikTok has become a leading social media platform for younger people, with over 150 million active users in the United States.[1] It is full of advice on all kinds of different subjects, and personal finance is no exception. It's become so popular that it now has its own term for their form of financial advice: “FinTok videos.”[2] And there are lots of them out there, which often get shared to other social media platforms. But in some of the least surprising news of the past few years, an analysis done by DayTrader.com looked at ten viral videos on TikTok and concluded that, when it comes to financial content on TikTok, 7 of the 10 videos were “misleading” or worse.[3]  The reviewers evaluated the TikTok videos based on four criteria: accuracy, risk disclosure, oversimplification and educational value. They concluded, based on the standards they set, that a substantial portion of the content “failed to meet basic standards of financial advice.”[4] Let's not forget that FinTok videos, like many social media postings, are generally designed to create revenue. Much of the material is, perhaps not surprisingly, focused on crypto and other digital assets, often presented without context or any risk disclosure.[5] You don't need to be any sort of expert to post something on TikTok or any other social media platform. Any TikTok user can create a video on virtually any topic at their own whim. The TikTok user merely needs access to the platform. The democratic nature of social media may be good in some ways, but it can create real issues when it comes to FinTok videos. Does the speaker have any background or expertise in what they are talking about? Or are they trying to be provocative for the sake of clicks? There's a noticeable generational gap when it comes to online financial advice. Younger people are significantly more likely to rely on social media for financial information.[6] According to a recent research report sponsored by the CFP Board, 61 percent of younger Americans (under age 45) make use of online financial resources at least once per week, while 48 percent of Americans age 46 and older do so.[7] These are significant percentages for both groups but greater for younger people. Regardless of where it comes from, misleading financial advice can cause serious harm. According to the CFP Board, some of the most common effects of relying on misleading financial advice include: Delaying major financial decisions Acting without professional input Incurring unnecessary fees, and Sharing inaccurate information with others[8] When someone acts on inaccurate, outdated or misleading information, it can have an enormous impact on their financial future, especially for younger people. The effects and aftershocks might still be felt decades later. So, younger people are the ones with the most at stake, but they also may be the most vulnerable. What's the best way to deal with all this? Be skeptical. Before taking action, it might be a good idea to get your information from trained professionals who at least have some background in the financial areas where you need help. Your Security Mutual Life insurance agent can help. Your Security Mutual Life insurance agent will assemble your team and coordinate with your attorney and tax professional to review your situation and to determine the insurance plan that will best suit your needs and objectives. [1] Statista. “TikTok in the United States – statistics & facts.” Statista.com. https://www.statista.com/topics/13330/Tik Tok-in-the-united-states/#topicOverview (accessed November 10, 2025). [2] O'Brient, Samuel. “There’s a ton of investing advice on TikTok. Most of it is bad, a new study says.” msn.com. https://www.msn.com/en-us/money/savingandinvesting/there-s-a-ton-of-investing-advice-on-Tik Tok-most-of-it-is-bad-a-new-study-says/ar-AA1NshcU (accessed November 7, 2025). [3] Holmes, Samuel. “Finance TikTok Report Card: 70% of Viral Investing Videos Misleading.” Daytrader.com. https://www.daytrading.com/tiktok/report-card (accessed December 15, 2025). [4] Id. [5] O'Brient, Samuel. “There’s a ton of investing advice on TikTok. Most of it is bad, a new study says.” msn.com. https://www.msn.com/en-us/money/savingandinvesting/there-s-a-ton-of-investing-advice-on-Tik Tok-most-of-it-is-bad-a-new-study-says/ar-AA1NshcU (accessed November 7, 2025). [6] CFP Board of Standards. “Steering Clear of Financial Misinformation: A Survey of Americans.” CFP Board Center for Financial Planning. https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-research/consumer-surveys/cfp-board-financial-misinformation-report-2025.pdf (accessed November 10, 2025). [7] Id. at 7. [8] Id. at 14. More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state.​ SubscribeApple PodcastsSpotifyAndroidPandoraBlubrryby EmailTuneInDeezerRSSMore Subscribe Options

The Road to Retirement with Tripp Limehouse
Tripp Limehouse discusses the importance of a balanced approach to retirement planning.

The Road to Retirement with Tripp Limehouse

Play Episode Listen Later Dec 19, 2025 55:31


Tripp Limehouse discusses the importance of a balanced approach to retirement planning, emphasizing the need for both enjoyment and savings. He highlights the significance of having a comprehensive income and distribution plan, understanding social security benefits, and the value of professional financial advice. The conversation also touches on the various retirement accounts and strategies for maximizing financial security in retirement. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Clare FM - Podcasts
Financial Advice: Irish Economy 2025 Review & Key Expectations For Irish Economy In 2026

Clare FM - Podcasts

Play Episode Listen Later Dec 17, 2025 12:15


Tommy Corbett from Carey Corbett Financial Solutions was in-studio to chat about his thoughts on the Irish economy over the last year and his expectations for the economy going forward for the new year in 2026. Tommy spoke with Alan Morrissey on Wednesday's Morning Focus.

Teach Me How To Adult
ICYMI: Expert Advice On Managing Debt Going Into The Holidays, And Setting Sustainable Money Goals for 2026, with Nicole Stanley

Teach Me How To Adult

Play Episode Listen Later Dec 15, 2025 6:03


Welcome to today's ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed. Spending can be hella stressful heading into the holiday season, and if you're struggling with debt or with setting up realistic financial goals for the coming year, this is a must-listen reminder for overcoming financial stress and toxic money patterns.A healthy money mindset is the missing ingredient for a lot of people's financial security. So we're throwing it back to this sustainable financial advice from finance coach Nicole Stanley on dealing with debt, setting realistic money goals, and her own journey to get debt-free. Nicole Stanley is the Founder & Head Financial Coach of Arise Financial Coaching. After battling crippling financial anxiety in her early twenties, Nicole enrolled in her first personal finance course and made changes to go from 30K in debt to building over a quarter-million in net worth for her family at age  27. Arise Financial Coaching has now served over 600 clients and has been featured in TIME, Yahoo Finance, & CNET.Listen to our full episode with Nicole here.Tune in every Monday for an expert dose of life advice in under 10 minutes.Follow Nicole:On Instagram: @arise.financial.coachingArise Financial Coaching Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

Retirement Key Radio
Why Waiting Could Cost You: The Retirement Planning Wake-Up Call

Retirement Key Radio

Play Episode Listen Later Dec 14, 2025 15:21


Are you making the same mistake with your retirement planning as you do with holiday decorations—waiting too long to get started? This episode dives into why early action can lead to greater confidence in retirement. Abe Abich shares real stories, practical strategies, and insights on planning, risk reduction, and tax mapping, helping listeners navigate the retirement “red zone” and beyond. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Stop Doing What You Hate
Financial Advice vs. Financial Propaganda, Part 1

Stop Doing What You Hate

Play Episode Listen Later Dec 11, 2025 16:49


In today's episode, Harold Green cuts through the confusion and gets real about building wealth on your terms. If you've set your sights on early retirement, this episode is your guide to separating honest financial advice from the noise and hype you see online.  Harold shares how flashy promises and viral trends can push you off track—and shows you simple ways to check if what you're hearing really serves your goals. Real stories and practical tips will help you spot financial propaganda and focus on strategies that work.  If you're tired of being swayed by emotion and ready to create a retirement plan that actually supports your dreams, tune in and start taking control today. Show Highlights: This is how you recognize real financial advice [01:31] Learn why real financial advice might sound boring at first [02:47] Discover how financial propaganda takes control of you [04:24] Discover the reality of the financial advice on social media [06:56] How do fear and greed control financial markets? [09:10] Discover the breakdown of financial management fees [13:30] Here is how you can save yourself from propaganda [15:03]

Clear Money Talk
Can You Actually Trust Online Financial Advice?

Clear Money Talk

Play Episode Listen Later Dec 8, 2025 28:35


Financial "gurus," viral videos, and now AI tools. Everywhere you look, someone has advice about your money. But how do you know what to trust? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, break down the real question behind the noise: Can you actually trust online financial advice? They dig into: Why "trust but verify" is essential in the age of algorithm-driven content How opinions get packaged as facts, and how to spot it The danger of confirmation bias (and how your search terms shape your answers) The rise of AI "hallucinations" and why quick summaries aren't enough The six principles of comprehensive financial planning, and why online clips rarely address them all Why understanding the why behind any recommendation matters far more than the headline Tim and Tyler also unpack how expertise, credentials, and compliance oversight help separate credible guidance from attention-grabbing shortcuts. If you've ever wondered whether that video, article, or AI-generated tip is worth trusting, this episode gives you the clarity to evaluate advice with confidence.

Clear Money Talk
Just The Answer: Can You Actually Trust Online Financial Advice?

Clear Money Talk

Play Episode Listen Later Dec 8, 2025 6:28


Financial "gurus," viral videos, and now AI tools. Everywhere you look, someone has advice about your money. But how do you know what to trust? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, break down the real question behind the noise: Can you actually trust online financial advice? They dig into: Why "trust but verify" is essential in the age of algorithm-driven content How opinions get packaged as facts, and how to spot it The danger of confirmation bias (and how your search terms shape your answers) The rise of AI "hallucinations" and why quick summaries aren't enough The six principles of comprehensive financial planning, and why online clips rarely address them all Why understanding the why behind any recommendation matters far more than the headline Tim and Tyler also unpack how expertise, credentials, and compliance oversight help separate credible guidance from attention-grabbing shortcuts. If you've ever wondered whether that video, article, or AI-generated tip is worth trusting, this episode gives you the clarity to evaluate advice with confidence.

Retirement Key Radio
The Diversification Trap: Are You Overexposed Without Knowing It?

Retirement Key Radio

Play Episode Listen Later Dec 7, 2025 16:40


Are you really diversified, or just doubling down on risk? Abe Abich dives into the hidden pitfalls of portfolio overlap, why consolidation matters for your retirement, and how a personalized plan can help you avoid costly tax surprises. Plus, hear real stories of retirees who streamlined their finances and maximized their legacy. Tune in for actionable insights from this past weekend’s radio show—your retirement clarity starts here. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Bill Handel on Demand
‘How to Money' with Joel Larsgaard | ChatGPT's Meteoric Rise

Bill Handel on Demand

Play Episode Listen Later Dec 4, 2025 23:23 Transcription Available


(December 04, 2025) Host of ‘How to Money’ Joel Larsgaard joins the show to discuss the vast majority of American’s having unused gift cards, not buying a home if you can’t, and financial advisors’ advice. ChatGPT’s meteoric rise by the numbers. Cash-strapped shoppers opt for essential and buy-now-pay-later services.See omnystudio.com/listener for privacy information.

Internal Use Only
Ideal Wholesaler Partnerships & Non-Product Offerings with Peter Schenck (First Command)

Internal Use Only

Play Episode Listen Later Nov 25, 2025 39:18


Send us a textPeter Schenck has spent nearly two decades as an advisor, branch manager, and most recently building a team of wholesalers. He joins the and discusses his experiences as advisor and what wholesalers did to stand out. He shares practical and actionable advice on 3 topics that are currently driving advisor activity: long-term care, estate planning, and tax efficient distributions.  He also details how he's help build a wholesaler team that is exceeding their goals and creating successful partnerships within their advisor networkSupport the show

The Financial Mirror
Ep. 265 | Can You Trust AI With Your Money? The Truth About ChatGPT + Financial Advice

The Financial Mirror

Play Episode Listen Later Nov 25, 2025 19:03


AI is everywhere — and more people than ever are asking tools like ChatGPT, Copilot, and Claude for financial advice. But can you really trust AI with your money? In this episode of The Financial Mirror, we break down the truth: what AI is great at, what it gets dangerously wrong, and why personal finance still needs a personal touch.A recent study found that ChatGPT gave incorrect or misleading answers to 35% of financial questions. And with new restrictions limiting AI from offering personalized investment or financial advice, the message is clear: AI is a tool, not a trusted advisor.In this episode, you'll learn: ✔️ Why AI gives generic and incomplete financial advice ✔️ The hidden risks of relying on ChatGPT for money decisions ✔️ What personal finance questions AI can help with ✔️ How to use AI safely to build financial literacy ✔️ Why human judgment still matters in wealth building ✔️ Practical steps to improve your financial decision-making ✔️ How to ask better questions so AI becomes more usefulIf you've ever asked AI things like:

Becker Group C-Suite Reports Business of Private Equity
The Largest Companies by Revenue + More Awful Financial Advice 11-17-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Nov 17, 2025 2:28


In this episode, Scott Becker breaks down the performance of Walmart, Amazon, and UnitedHealth Group & pushes back against popular advice on X that encourages taking on debt to build wealth.

Becker Group C-Suite Reports Business of Private Equity
The 3 Biggest Market Cap Companies + Horrible Financial Advice 11-17-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Nov 17, 2025 2:37


In this episode, Scott Becker reviews the soaring performance of the three largest market cap companies and pushes back on trending financial advice that encourages aggressive spending instead of long-term saving.

Bill Handel on Demand
‘How to Money' with Joel Larsgaard | Gov. Newsom's Fmr Chief of Staff Indicted

Bill Handel on Demand

Play Episode Listen Later Nov 13, 2025 20:52 Transcription Available


(November 13, 2025) Host of ‘How to Money’ Joel Larsgaard joins the show to discuss Trump’s proposed 50-year mortgage idea, $2,000 tariff checks, and a new Visa/Mastercard settlement changing how credit cards will be accepted. Feds allege ex-advisors for Gov. Newsom, Becerra schemed to fund luxuries. Trump asks Israel’s President to pardon Netanyahu from corruption charges.See omnystudio.com/listener for privacy information.

TODAY
TODAY November 10, 3RD Hour: Planning For a Financial Quality of Life | Catching Up with Darius Rucker | Shop Today: Gifts We Love Under $50

TODAY

Play Episode Listen Later Nov 10, 2025 36:22


Director of Educational Outreach at “Next Gen Personal Finance” Yanely Espinal gives tips on how to achieve the best financial quality of life. Also, Darius Rucker stops by to discuss his brand-new band that brings together three rock legends. Plus, the best gifts ahead of the holidays – all for under $50. And, forecasting travel and dining trends for 2026.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Guy Show
Financial Advisors React to Financial Advice on YouTube!

Money Guy Show

Play Episode Listen Later Oct 20, 2025 22:18


Real money talk - student loans, $600 car payments, and the trap of “saving” without investing. We react to YouTube advice about how simple choices (Roth IRA, index funds, and automatic contributions) turn $10k into real progress, why “always be buying” beats timing the market, and how to build a wealth force field that buys time, options, and peace of mind. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NordVPN.com/MONEYGUY⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bobby Bones Show
BOBBYCAST: Dave Ramsey on Being $3 Million in Debt + Filing for Bankruptcy & Almost Getting Divorced + The Reason He Doesn't Give Listeners Money + Common Financial Advice that is WRONG + His Coolest Famous Friend

The Bobby Bones Show

Play Episode Listen Later Oct 3, 2025 67:51 Transcription Available


On this episode of the BobbyCast, Bobby sits down with finance expert and CEO of Ramsey Solutions, Dave Ramsey. He shares his story of being $3 million in debt, filing for bankruptcy, and why his marriage was hanging by a thread. Dave shared his rule why he never offers to give listeners money and if he carries cash on him. Dave shares why mostly everything on TikTok is WRONG. He also talked about his coolest friend that is famous, why NFL players and professional athletes continue to go broke, and much more! Check out: RamseySolutions.com Follow on Instagram: @TheBobbyCast Follow on TikTok: @TheBobbyCast Watch this Episode on YoutubeSee omnystudio.com/listener for privacy information.