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

Jake and Gino Multifamily Investing Entrepreneurs
starting a business from scratch? : Here´s exactly what i´d do

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Mar 11, 2026 18:01


00:00 Introduction 01:05 Why starting a business today is different 02:30 The mindset you need before launching a business 04:10 Identifying the right opportunity 06:05 Why most people start businesses the wrong way 08:00 The importance of learning before scaling 09:45 Building the right network and partnerships 11:30 Taking action instead of waiting for perfect conditions 13:20 Avoiding common beginner mistakes 15:00 Long-term thinking vs quick money 16:40 Final advice for new entrepreneurs 17:40 Closing thoughts   • Starting a business begins with mindset and clarity • Focus on solving real problems • Build relationships and partnerships early • Take consistent action instead of waiting for perfection • Think long term when building wealth and business More episodes on How To with Gino Barbaro and insights from Gino Barbaro and the Jake & Gino Podcast network. If you're looking to learn more about multifamily real estate investing and how to build long-term wealth, check out the resources, education, and community created by Gino Barbaro and Jake Stenziano. Learn more here:https://wheelbarrowprofits.com We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Teach Me How To Adult
ICYMI: If You Feel Shame, Guilt, Or Avoidance With Your Finances… Listen To This — with Jessica Moorhouse

Teach Me How To Adult

Play Episode Listen Later Mar 9, 2026 9:54


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.  Money can be a major point of shame, anxiety, guilt, and avoidance for a lot of us, so we're throwing it back to this deep dive with financial expert Jessica Moorhouse on the psychology of money and how to heal your relationship with it, so you can stop toxic financial habits and rewire your money mindset. Jessica is a millennial money expert, speaker, Accredited Financial Counsellor Canada®, bestselling author of Everything but Money, host of the More Money Podcast, and a leading voice on personal finance and emotional literacy in financial wellness. Listen to our full episode with Jessica here. Check out Jessica's book, Everything but Money. Follow Jessica on Instagram, YouTube, and her website. Tune in every Monday for an expert dose of life advice in under 10 minutes. For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

Debt Free in 30
601 – The Most Dangerous Financial Advice on the Internet

Debt Free in 30

Play Episode Listen Later Mar 7, 2026 30:39


Financial advice is everywhere online. Some of it is mathematically correct, but that does not mean it is right for your situation. Popular tips can sound smart, but if money is already tight, those strategies can sometimes make things worse instead of better. Hear the full episode to learn about some of the most common financial tips circulating online and why, in the wrong situation, they can quietly push people deeper into debt. Using Home Equity for Debt – What You Need To Know First Credit Counselling vs Consumer Proposal Reliable Financial Motivation – Our Monthly Newsletter Free Budgeting Planner – For Realistic Tracking Hoyes Michalos YouTube Channel – Free Canadian Debt Answers 00:00 – The problem with financial advice on the internet 02:20 – Why good advice can still be wrong for your situation 04:50 – Bad advice #1: "Just transfer the balance to a 0% card" 08:40 – Why moving debt doesn't actually reduce debt 11:40 – Bad advice #2: "Invest instead of paying down debt" 15:00 – Why guaranteed interest beats theoretical returns 18:00 – Bad advice #3: "Use your HELOC to fix everything" 21:10 – Turning unsecured debt into secured debt 23:40 – Bad advice #4: "Just hustle harder" 26:10 – The three tests for evaluating financial advice 28:40 – Why context matters more than internet tips   Disclaimer: The information provided in the Debt Free in 30 Podcast is for entertainment and informational purposes only and is not intended as personal financial advice. Individual financial situations vary and may require personal guidance from a financial professional. The views expressed in this episode do not necessarily reflect the opinions of Hoyes, Michalos & Associates, or any other affiliated organizations. We do not endorse or guarantee the effectiveness of any specific financial institutions, strategies, or digital tools/apps discussed.

The Road to Retirement with Tripp Limehouse
Navigating Loneliness in Retirement

The Road to Retirement with Tripp Limehouse

Play Episode Listen Later Mar 6, 2026 54:47


Tripp Limehouse discusses the growing issue of loneliness among baby boomers, emphasizing the emotional aspects of retirement planning that are often overlooked. They explore the importance of social connections, the impact of divorce and geographic mobility on loneliness, and the necessity of income planning to ensure a successful retirement. The discussion also covers strategies for replacing income in retirement, the relevance of the 4% rule, and the benefits of real estate investments and tax strategies, including depreciation and 1031 exchanges. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Greg Hicks Show
Financial Advice for Older Boomers 71+ & Financial Decisions for 71-to-79-year old's

Greg Hicks Show

Play Episode Listen Later Mar 6, 2026 45:27 Transcription Available


Clive Holland on Fix Radio Podcast
How Can You Earn More & Avoid Scams? With Robin Clevett & John Argyl

Clive Holland on Fix Radio Podcast

Play Episode Listen Later Mar 6, 2026 28:45


Right then… how do you earn more in the trades without falling into the traps that could cost you everything?This week's episode is all about money -  from boosting your earnings on site to the shocking rise of scams targeting hardworking people across the UK.

The Heart of Rural America
The Heart of the Farm: Family, Finances & Facing the Hard Stuff Head On with Jolene Brown

The Heart of Rural America

Play Episode Listen Later Mar 4, 2026 38:28


In this episode of The Heart of Rural America podcast, Amanda Radke welcomes back esteemed guest Jolene Brown, a nationally recognized speaker known for her expertise in supporting farm and ranch families. The discussion revolves around the unique challenges faced by agricultural families, particularly the balance of personal relationships and farm responsibilities. Jolene shares stories and advice on maintaining mental health, effective communication, financial planning, and the importance of support systems within rural communities. She emphasizes the need for humor, appreciating personal contributions, and having realistic strategies for family farms. The episode provides invaluable insights for ensuring both the success of farm operations and the well-being of those who dedicate their lives to them.00:00 Welcome to The Heart of Rural America00:13 Introducing Jolene Brown: A National Treasure01:14 Challenges Faced by Farm Families02:48 Balancing Marriage and Farm Life07:03 The Importance of Self-Care08:15 Building a Support Network14:31 Financial Advice for Farm Families15:49 Emergency Planning and Liquid Assets16:17 Spending Limits and Transparency17:04 Caution with Debt and Financial Responsibility17:32 Preparing for Unexpected Departures19:15 Communication and Family Meetings21:20 Balancing Short-term and Long-term Goals23:13 The Importance of Knowing Your 'Why'28:00 Tough Conversations and Transition Planning30:54 Final Thoughts and Parting AdviceFollow Amanda Radke on social media and subscribe to The Heart of Rural America for more episodes featuring the voices shaping agriculture, rural values, and constitutional freedoms.Presented by Bid on Beef | CK6 Consulting | CK6 Source | Real Tuff Livestock Equipment | Redmond RealSalt | Dirt Road Radio | All American Angus Beef | Radke Land & CattleUse code RADKE for $10 off your next All American Angus Beef order at www.BidOnBeef.comSave on Redmond Real Salt with code RADKE at https://shop.redmondagriculture.com/Check out Amanda's agricultural children's books here: https://amandaradke.com/collections/amandas-booksLearn more about Bulletproofing Your Direct-To-Consumer Beef Enterprise: https://amandaradke.com/products/bulletproof-your-beef-business

#AskPhillip
The Foundation - How Wealthy Communities Are Built

#AskPhillip

Play Episode Listen Later Mar 4, 2026 28:23


Key Takeaways:   Wealth Is More Than Money: True wealth isn't just about income or status. It includes building a stable, creative community where people support each other and value well-being over constant competition. Strong Financial Foundations Matter: Communities grow best when their money systems are stable and reliable. In a world of changing currencies, having a solid financial base creates security and confidence. Human Skills Still Matter: As AI handles more repetitive tasks, human value will center on judgment, emotional intelligence, creativity, and leadership. Community Starts With Individuals: Strong communities begin with individuals who are stable and responsible. Real wealth grows through trust, cooperation, and meaningful relationships—not just new rules or policies. Adopt an Abundance Mindset: Focusing on what you already have, instead of what you lack, builds gratitude and confidence. This mindset supports smarter financial choices and stronger communities. Chapters: Timestamp Summary 0:00 Rethinking Wealth Building in the Age of AI 3:47 Rethinking Wealth: Community, Technology, and Individual Freedom 6:51 Embracing Abundance and Reframing Scarcity Mindset for Wealth 12:49 Stability Versus Status: The True Foundation of Wealth 17:59 The Need for Stable and Transparent Monetary Systems 21:04 Building Stable Communities Through Internal Regulation and Authenticity 28:13 Financial Advice and Investment Risks Explained   Powered by Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Financial Commute
Why Generational Diversity Matters in Financial Advice

Financial Commute

Play Episode Listen Later Mar 4, 2026 19:46


Does a financial advisor's experience matter more than their perspective? Or is the real strength found in combining both?In this thoughtful conversation, host Chris Galeski and Executive Vice President Eric Selter explore the value different generations of advisors bring to client relationships and why age alone doesn't define wisdom. While life experience offers perspective that can only be earned over time, younger advisors contribute deep technical knowledge, fresh thinking, and tech fluency. Together, they share that Morton's true strength lies in its team-based approach.Tune in if you're interested in…Why a multi-generational advisory team can strengthen client outcomesThe importance of mentorship and collaboration behind the scenesWhether AI can truly replace human financial advice

The Ugly Truth Of Divorce
Why “Just Get Through the Divorce” Is Bad Financial Advice for Women

The Ugly Truth Of Divorce

Play Episode Listen Later Mar 4, 2026 26:45


If you're going through a divorce and telling yourself, “I just need to get through this,” you are not alone. But what if that mindset — while emotionally protective — is setting you up for long-term financial stress?In this episode, we're joined by Certified Divorce Financial Analyst (CDFA) Morgan to break down why “just get through the divorce” can be dangerous financial advice — especially for women navigating high-conflict divorce and co-parenting.We talk about:• The survival-mode decisions women make during divorce • Why keeping the house isn't always the safest choice • The hidden risks of vague support agreements • What doesn't show up in court orders (cash flow, tax consequences, long-term tradeoffs) • How trauma-informed financial planning protects your future • 3 powerful questions to ask before finalizing your divorce agreementIf you're feeling overwhelmed, rushed, or pressured to settle just to make it stop, this conversation will help you slow down, think long-term, and protect your peace — financially and emotionally.

Clare FM - Podcasts
Financial Advice: Smart Succession Planning

Clare FM - Podcasts

Play Episode Listen Later Mar 4, 2026 13:32


On Wednesday's Morning Focus with Alan Morrissey, Tommy Corbett was in studio for our Financial Advice slot. This week, Tommy spoke to us about succession planning. Text or WhatsApp 0861800964 if you have any questions for Tommy.

The Strategy Stacker - Luke Talks Money
Luke on 2CC – How to turn super into a tax-free pension in 2026

The Strategy Stacker - Luke Talks Money

Play Episode Listen Later Mar 2, 2026


Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 27 February 2026. We’re at the end of February the year is flying! Luke is joined by Leon Delaney to talk about a topic that every working Australian will need to give consideration to at some point. The topic […]

The Road to Retirement with Tripp Limehouse
Navigating Loneliness in Retirement

The Road to Retirement with Tripp Limehouse

Play Episode Listen Later Feb 27, 2026 56:11


Tripp Limehouse discusses the growing issue of loneliness among baby boomers, emphasizing the emotional aspects of retirement planning that are often overlooked. They explore the importance of social connections, the impact of divorce and geographic mobility on loneliness, and the necessity of income planning to ensure a successful retirement. The discussion also covers strategies for replacing income in retirement, the relevance of the 4% rule, and the benefits of real estate investments and tax strategies, including depreciation and 1031 exchanges. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Greg Hicks Show
Financial Advice for Young Boomers, 61-70

Greg Hicks Show

Play Episode Listen Later Feb 27, 2026 45:40 Transcription Available


Finding Mastery
The Only Financial Advice You'll Ever Need | Morgan Housel

Finding Mastery

Play Episode Listen Later Feb 25, 2026 69:22


What if the hardest part of money isn't earning it, but knowing how to use it well?Morgan Housel, bestselling author of The Psychology of Money, returns to Finding Mastery to explore the core idea behind his newest bestselling book, The Art of Spending Money. In this next chapter of his work, Morgan shifts the conversation away from accumulation and toward a deeper question: after the basics are covered, what role should money actually play in your life?While most financial advice focuses on how to earn and invest, Morgan argues that the more consequential skill is learning how to spend in alignment with your values. The challenge isn't simply getting rich. It's defining “enough.”In this conversation, Dr. Michael Gervais and Morgan unpack why money decisions are rarely logical and almost always emotional… shaped by identity, comparison, uncertainty, and the quiet pull of status. They explore the psychological difference between getting rich and staying rich, why uncertainty is a permanent feature of life, and how financial independence — not prestige — may be the real prize.At the center of it all is a powerful reframe:Money is a tool, not a scorecard.In this episode, we explore:Why money anxiety persists even when you're “doing fine” on paperHow comparison and status influence spending decisionsWhat it means to use money in service of “a good life”Why defining “enough” matters more than earning “more”How to spend with more intention and fewer regretsIf you're serious about building a life that feels aligned — not just impressive — this conversation offers a grounded, psychologically rigorous lens on how to think about money differently.__________________________________Links & ResourcesSubscribe to our Youtube Channel for more conversations at the intersection of high performance, leadership, and wellbeing: https://www.youtube.com/c/FindingMasteryGet exclusive discounts and support our amazing sponsors! Go to: https://findingmastery.com/sponsors/Subscribe to the Finding Mastery newsletter for weekly high performance insights: https://www.findingmastery.com/newsletter Download Dr. Mike's Morning Mindset Routine: findingmastery.com/morningmindset Follow on YouTube, Instagram, LinkedIn, and XSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Teach Me How To Adult
Moving In With Your Partner? Money Conversations You Need to Have First, with Alyssa Davies

Teach Me How To Adult

Play Episode Listen Later Feb 25, 2026 20:23


Moving in with your partner? Before you sign the lease, you need to talk about money. As I prepare to move in with my partner for the first time (your girl's growing up!), I revisited our practical and helpful conversation with personal finance expert and author, Alyssa Davies, about how to navigate your finances when you're merging lives with your partner, and how to set yourself up for success when you're moving in together. We dive into the financial conversations every couple should have before moving in — from how to split rent and household expenses when your income is different, to structuring joint finances in a way that feels equitable and aligned with your shared goals. Because merging lives means merging money — and that's hella vulnerable. Alyssa Davies is a 2x author and the mastermind behind award-winning Canadian personal finance website and YouTube channel, Mixed Up Money, where she dishes out financial content for women who care about their money.  Tune in to hear: Alyssa's advice for couples who are moving in together The most important money conversations to have Different ways to structure your joint and separate accounts Equal vs equitable expense splitting (and how to divide rent when your incomes are different) How to protect your assets if your partner moves in What to do if you have different spending/saving habits Saving for big milestones together (travel, home, wedding, investments) Avoiding resentment around money and contribution Tools for successful budgeting with your partner Follow Alyssa: mixedupmoney.com/ instagram.com/mixedupmoney/ Alyssa's Budgeting Templates: mixedupmoney.com/shop For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

Trends with Benefits
The Human Role in Modern Financial Advice

Trends with Benefits

Play Episode Listen Later Feb 24, 2026 46:21


Explore how fintech and AI expand access to personalized financial guidance, regardless of wealth level, and why human connection is vital in the age of AI with Connective CEO Ian Rosen. 00:00 Introduction 02:49 The Gaps in Financial Education and Advisory Services 09:08 Building Trust in Financial Services 13:03 Addressing Financial Anxiety and Health 14:37 The Journey to Founding Connective 23:08 The Future of Human Connection in Wealth Management 31:36 The Ripple Effect of Financial Support 32:31 The Need for Financial Professionals 42:24 Trend or Fad?

America's Retirement Headquarters
When Income, Taxes, and Healthcare Collide in Retirement

America's Retirement Headquarters

Play Episode Listen Later Feb 24, 2026 36:55


Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Retirement rarely unravels all at once; it’s the quiet surprises that do the most damage. In this episode, Nolan Baker of ARHQ explores the often-overlooked expenses that can strain retirement plans and why guessing at a savings target can leave little room for error. The discussion breaks down the role of dependable income in retirement, not just for covering the basics, but for maintaining flexibility when life doesn’t follow the plan. Attention is also given to tax planning and how different tax treatments can shape long-term outcomes. The episode rounds out with a look at healthcare decisions, including navigating options under the Affordable Care Act, and how those choices intersect with income and taxes. Together, these topics paint a clearer picture of the moving parts retirees must balance as they prepare for the next chapter. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement so that you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.com See omnystudio.com/listener for privacy information.

Your Money Matters with Jon Hansen
Can you trust AI chatbots for financial advice?

Your Money Matters with Jon Hansen

Play Episode Listen Later Feb 24, 2026


Dr. Sterling Raskie, Senior Lecturer of Finance with the Gies College of Business at the University of Illinois-Urbana-Champaign, joins Jon Hansen on Your Money Matters to discuss whether or not AI chatbots are actually trusted sources you should utilize for financial advice.

Property Apprentice Podcast
Decoding 2026, The Great Bank Switch & Hidden Mortgage Costs Ep. 3

Property Apprentice Podcast

Play Episode Listen Later Feb 24, 2026 10:55 Transcription Available


Send Us A Message! Let us know what you think.The New Zealand property market is showing signs of life, but the real story lies in the regional data and current mortgage trends. In this episode of New Zealand Property Insights, Paul and Debbie Roberts unpack the new Cotality Decoding 2026 Report and the record-breaking surge in bank switching.In this episode, Paul and Debbie cover:The 2026 Market Outlook: A deep dive into the latest Cotality report. While 71% of respondents expect house prices to rise in 2026, the data reveals a mood of cautious optimism rather than a massive boom. The hosts discuss the significant regional split, contrasting Canterbury's strong confidence against Wellington's lagging market.The Danger of "Free" Advice: Debbie explains why "free" financial plans from property companies are often designed purely to sell commission-based properties. She highlights why securing independent financial advice is crucial to ensure you aren't paying top dollar for an underperforming investment.The Great Bank Switch: In December 2025, a record-breaking $5.8 billion in lending was driven simply by borrowers switching banks to chase cashback deals. Paul and Debbie explore whether these cashbacks actually save money, warning investors about hidden break fees and clawback periods. They also share actionable tips on how to negotiate better rates with your current bank using a mortgage adviser.Whether listeners are looking to refinance or wondering where the property market is heading next, this episode cuts through the noise to provide the facts.Resource Links:

Relatable with Allie Beth Stuckey
Ep 1307 | This Is What AOC Means When She Says "Worker Focused Trade" | Ron Simmons

Relatable with Allie Beth Stuckey

Play Episode Listen Later Feb 21, 2026 64:31


Today Ron Simmons unpacks the latest Epstein file fallout, listing major resignations, such as Thomas Pritzker, Larry Summers, and Morgan McSweeney, as well as the arrest of Andrew Mountbatten-Windsor. He uses these men to warn about how “bad company ruins good morals” for both public figures and families. He then analyzes Marco Rubio's Munich Security Conference speech on Western civilization, sovereignty, and strong allies, contrasting it with AOC's bumbling on Taiwan and Marxist definition of culture. Ron then offers practical financial advice for young families and answers listener questions on raising godly kids, government assistance, marriage prep, and why Christianity is true. Share the Arrows 2026 is on October 10 in Dallas, Texas! Tickets are on sale now at: ⁠⁠⁠⁠https://sharethearrows.com⁠⁠⁠⁠ Buy Allie's book "Toxic Empathy: How Progressives Exploit Christian Compassion": ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.toxicempathy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ — Timecodes: (00:00) Intro(03:30) The Epstein Files(14:20) Munich Security Conference(19:40) Marco Rubio's Speech(27:00) AOC's Response(31:30) Financial Advice for Young Families(42:50) Answering Viewer Questions — Today's Sponsors: Good Ranchers | Go to ⁠⁠GoodRanchers.com⁠⁠ and subscribe to any box of 100% American meat, and you'll save up to $500 a year! Plus, if you use code ALLIE, you'll get an additional $25 off your first order. — Related Episodes: Ep 1300 | Was the Government Shutdown a Win or Loss for Trump? | Ron Simmons https://podcasts.apple.com/us/podcast/relatable-with-allie-beth-stuckey/id1359249098?i=1000748662175 Ep 1293 | Ron Simmons | Can Trump Use the Insurrection Act Against Minnesota Mayhem? https://podcasts.apple.com/us/podcast/relatable-with-allie-beth-stuckey/id1359249098?i=1000746486355 Ep 1286 | Maduro Detained, Minnesota ICE Altercation, Can Trump Save Single-Family Homes? | Ron Simmons https://podcasts.apple.com/us/podcast/relatable-with-allie-beth-stuckey/id1359249098?i=1000744608458 — Buy Allie's book "You're Not Enough (and That's Okay): Escaping the Toxic Culture of Self-Love": ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.alliebethstuckey.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Relatable merchandise: Use promo code ALLIE10 for a discount: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://shop.blazemedia.com/collections/allie-stuckey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Retirement Coffee Talk
Should Gold Be a Part of Your Portfolio? | How Hard Is Your Advisor Really Working for You? | Will AI Eliminate Retirement Planning and Saving?

Retirement Coffee Talk

Play Episode Listen Later Feb 21, 2026 50:21


On this episode: Gold prices are going through the roof. Should you buy in? How often should you meet with your financial advisor? Elon Musk says technology will end the need for retirement saving. Is that possible? Like this episode? Hit that Follow button and never miss an episode!

The Road to Retirement with Tripp Limehouse
Emotional Aspects of Retirement Planning

The Road to Retirement with Tripp Limehouse

Play Episode Listen Later Feb 20, 2026 55:40


In this episode, Tripp Limehouse and Steve Sedahl delve into the often unspoken fears surrounding retirement. They explore the emotional transitions that retirees face, particularly the fear of spending money after years of saving. The conversation emphasizes the importance of having a written retirement plan to alleviate these fears and provide clarity. Listeners are encouraged to engage with financial advisors to navigate the complexities of retirement planning, including healthcare costs and social security timing. The episode also features listener questions, providing real-world insights into the challenges retirees face. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Jackson & Peck Financial Group Podcast
How We Use AI to Bring You Faster, Clearer Financial Advice

Jackson & Peck Financial Group Podcast

Play Episode Listen Later Feb 20, 2026 12:34


How We Use AI to Bring You Faster, Clearer Financial Advice by Jackson & Peck Financial Group Podcast

Saturday Morning with Jack Tame
Ed McKnight: The truth about financial advisors in New Zealand

Saturday Morning with Jack Tame

Play Episode Listen Later Feb 20, 2026 5:11 Transcription Available


Finances aren't everyone's strength, and as such, they might decide to enlist a financial advisor. But there are a few things you might not be aware of when it comes to the job, so Ed McKnight joined Jack Tame to reveal the truth about financial advisors in New Zealand. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Victory Couch
S6: Episode 13 – about former work life, the album to re-listen to, kindness and financial advice for kids

The Victory Couch

Play Episode Listen Later Feb 19, 2026 60:41


Sink on in this week as we discuss what we miss about former jobs, which album we wish we could re-listen to for the very first time, how to show more kindness and advice for how to talk to kids about money (The Victory Couch is hosted by Rick and Julie Rando).Show notes: Connect with us on Instagram @thevictorycouch, Facebook,victorycouchpodcast@gmail.com, or www.thevictorycouch.comWant a new Victory Couch sticker for your water bottle, laptop, guitar case, etc.? Send us a message and we'll mail you one.SUBSCRIBE to The Victory Couch e-mail list by visitinghttps://www.thevictorycouch.com/ and click SUBSCRIBE at the top of your screen.What do you miss most about working in an office environment?If you could go back in time and re-listen to only one album again for the very first time which one would you choose?More Than You Think You Arehttps://matchboxtwenty.themerchcollective.com/products/matchbox-twenty-more-than-you-think-you-are-2lp-violet-vinyl?srsltid=AfmBOopsn9mq3KrmjqD7JSJM-LnTp_9iluGcj9bOmA6KrSc3aDVUbntKFlyhttps://shop.thechicks.com/products/fly-cdRoad House https://www.imdb.com/title/tt0098206/?ref_=ext_shr_lnkHow can we, as humans, be a little more kind?Kohlshttps://www.kohls.com/Dollar Tree https://www.dollartree.com/Gilmore Girls https://www.imdb.com/title/tt0238784/?ref_=ext_shr_lnkWhat are your favorite tips for having discussions with kids about money (how to manage, save, etc.)?Dave Ramsey https://www.ramseysolutions.com/Couch crumb: haven't been sleeping well lately, Mr. Shane retiring from Allegany MagazineProp your feet up: teenager doing fun things & being social, Javier Colon is coming to town!Javier Colon https://www.instagram.com/javiercolonmusic/?hl=enTICKETS FOR SALE to see Javier Colon at Allegany College of Marylandhttps://www.eventbrite.com/e/javier-colon-tickets-1979998870923?aff=oddtdtcreator

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

Jonathan Louis Dent is a father, Assistant Professor of Theatre, writer, consulting astrologer and numerologist, and an initiated priest of Ifá and Ò̩ṣun. He weaves ancestral wisdom with astro-numerological insight to support clients in navigating both personal transformation and collective shifts. With a rich background in theater and performance, Jonathan's writing lives at the intersection of mysticism, politics, and the depth of the human experience.In this episode, we talk about the one universal year in numerology, the year of the fire horse, and the outer planets changing signs and what that entails for the collective. Show Notes:Jonathan's WebsiteJonathan's Instagram⁠Laura Chung Instagram⁠⁠⁠Laura Chung's Website⁠⁠ Awaken and Align Instagram⁠Join the Patreon⁠ ORDER HOW TO MANIFEST BOOK⁠ SIGN UP FOR MY NEWSLETTER⁠

Barron's Advisor
Katie Partridge: Financial Advice for Tech Founders | Next Gen

Barron's Advisor

Play Episode Listen Later Feb 19, 2026 22:20


The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Financial Planner Life Podcast
Building An International Financial Advice Powerhouse - Titan Wealth International

The Financial Planner Life Podcast

Play Episode Listen Later Feb 19, 2026 56:59 Transcription Available


The Evolution of International Financial Planning | Titan Wealth International | Dubai Careers and Global Financial Advice OpportunitiesInternational Financial Planning is evolving and Titan Wealth International is helping shape what comes next.In this episode of Financial Planner Life, Sam Oakes sits down with Tyla Phillips and William Burrows, now part of the senior leadership team at Titan Wealth International, to explore their journey from starting at the bottom in Dubai to becoming leaders within one of the fastest-growing global financial planning businesses.Both Tyla and Will share the harsh early realities of building an international financial planning career. No safety net. No guaranteed pipeline. Just resilience, ambition and a willingness to learn.They went on to become top producers in the international space before founding Harrison Rose. That business later merged with Arlo to form AHR, combining leadership, infrastructure and ambition. Eventually, AHR was acquired by Titan Wealth, marking the creation of a true global powerhouse in international financial planning.In this episode we cover:• The real story of starting a financial planning career in Dubai • Building Harrison Rose from scratch • Merging with Arlo to create AHR • Why they chose to join Titan Wealth • What makes Titan Wealth International different • Clear career structures and employed adviser opportunities • Market leading remuneration models • The adviser marketing fund and fair lead distribution system • The importance of culture and cognitive calm in high performance environments • What One Titan means across global officesTitan Wealth now manages £44 billion in assets, employs over 1,400 people globally and benefits from long term private equity backing. The group continues to expand internationally, offering financial planning careers and global financial advice opportunities across Dubai, Mexico City, the USA, Europe, the Channel Islands, the UK and beyond.Whether you are:• Considering a move into international financial planning • Exploring Dubai careers • Looking for global financial advice opportunities • Or thinking about exiting your business and want to hear from founders who have successfully gone through an acquisition with Titan WealthThis episode is essential listening. Reach out to Sam@financialplannerlife.com if you are interested in careers at Titan Wealth.  International financial planning is entering a new era, and this conversation gives you an inside look at where the profession is heading.Listen now.Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Clare FM - Podcasts
Financial Advice With Tommy Corbett: Residential Investment Property Mortgage

Clare FM - Podcasts

Play Episode Listen Later Feb 18, 2026 12:12


Tommy Corbett, from Carey Corbett Financial Solutions was live in studio with Alan Morrissey on Wednesday's Morning Focus. This week, Tommy spoke about key considerations when applying for a mortgage on a residential investment property.

Expedition Retirement
A Quarter of Retirees Are Getting THIS Wrong

Expedition Retirement

Play Episode Listen Later Feb 17, 2026 8:14


Your RMD math: did you get it right this year? The IRS is watching. 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.

Hey Docs!
From Student Loans to Practice Loans: Financial Insights with Matt Kroeker from Bank of America

Hey Docs!

Play Episode Listen Later Feb 12, 2026 39:18


"It's just expensive to do it these days." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Matt Kroeker discuss the current state of lending in the healthcare industry, particularly for young doctors looking to start or acquire orthodontic practices. They explore the importance of financial preparation, the evaluation process for existing practices, and the rising costs associated with starting a new practice. Matt emphasizes the need for young doctors to build a strong support team and to understand the allocation of loan funds. The discussion also highlights the importance of saving and being financially prudent to ensure success in practice ownership. Connect With Our Guest Matt Kroeker - https://sbbankers.bankofamerica.com/matthew-kroekerTakeaways Matt Kroeker has 15 years of experience at Bank of America focusing on healthcare lending.The lending landscape is currently stable with increased loan amounts for startups.Young doctors should focus on financial preparation during their education.Credit card debt can significantly impact future borrowing capabilities.Having savings set aside is crucial for new practice owners.Evaluating existing practices involves analyzing actual financials and cash flow.Startup loans often have a graduated payment structure to ease financial pressure.Building a strong support team is essential for success in practice ownership.Construction and technology costs have significantly increased for new practices.It's important to understand how loan funds will be allocated in a startup.Chapters 00:00 Introduction03:30 Current Lending Environment06:06 Financial Advice for Young Doctors10:31 Evaluating Practice Purchases13:58 Markers for a Healthy Practice17:00 Balancing Practice Purchase with Additional Workl20:39 The Importance of a Supportive Team23:41 Discussing Startup Costs and Loan Structures26:17 The Reality of Startup Loans and Financial Flexibility31:56 The Importance of Financial Planning and Safety Nets34:35 Final Thoughts on Acquisitions vs. Startups36:24 Contact Info Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   

Grandma's Wealth Wisdom
Mindset Before Money: Why Most Financial Advice is Useless

Grandma's Wealth Wisdom

Play Episode Listen Later Feb 11, 2026 54:51


What if wealth isn't about the product you choose, but the mindset you bring before you choose it?   In this Live Counterflow interview, Brandon sits down with Bob Regnerus, a coach, strategist, and long-time contributor in the Perry Marshall ecosystem, to explore why most financial and business strategies fail without alignment, conviction, and self-awareness.   Bob shares insights from over 30 years of coaching high-performing entrepreneurs, athletes, and leaders, revealing how purpose, natural advantage, and 80/20 leverage shape results long before tactics ever matter.   This conversation goes deep into: Why copying successful people often backfires How "clarity" can become a trap without action The difference between hard work and aligned hard work What your "financial nervous system" reveals about money decisions Why systems pressure people into default thinking, and how to step out How AI can amplify your strengths without replacing human intuition   Bob also explains the Purpose Factor framework, a tool that helps people remember who they are, identify what lights them up, and recognize blind spots that quietly sabotage progress.   If you're a business owner, entrepreneur, or leader who's tired of chasing tactics that don't fit, this episode will challenge how you think about money, growth, and leverage   00:00 Welcome to Wealth Wisdom Financial Podcast 00:05 Introducing Live Counterflow 00:50 Mindset Shifts and Financial Nervous System 01:13 Interview with Bob Ris: Coach, Mentor, Entrepreneur 01:29 Bob's Background and Achievements 05:49 The Importance of Purpose and Natural Advantage 13:26 Financial Systems and Personal Purpose 18:24 Purpose Factor and Self-Discovery 22:09 Applying 80/20 Principle in Life and Business 27:28 Discovering Your Marketing DNA 28:03 Embracing Your Natural Strengths 29:48 The Power of Experimentation 31:00 Understanding Your Purpose Factor 32:09 Commitment and Testing in Business 34:03 The 80/20 Principle in Action 35:30 How You Do One Thing is How You Do Everything 37:52 Aligning Business with Personal Values 45:12 Leveraging AI for Creativity and Efficiency 49:17 Purpose Factor Assessment and Its Benefits 52:51 Closing Remarks and Appreciations]   Watch on YouTube: https://youtu.be/EQS5mXEXyPQ 

Financial Quarterback Josh Jalinski
The Hidden Risk of One-Size-Fits-All Financial Advice

Financial Quarterback Josh Jalinski

Play Episode Listen Later Feb 10, 2026 29:59


Rules of thumb work... until they don't. In this episode, Josh unpacks why one-size-fits-all financial rules often fail, how generic advice can quietly create risk, and what changes once you've already “won the game” financially. Plus, we explore why personalization matters, how risk tolerance should evolve over time, and why the goal isn't more money, it's clarity and confidence. Can't get enough of The Financial Quarterback? Click ‘Subscribe' so you never miss a play. If you're enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

Wade Borth - Sage Wealth Strategy
Why Financial Decisions Aren't About Math (And Why Small Changes Matter) - PART 3

Wade Borth - Sage Wealth Strategy

Play Episode Listen Later Feb 10, 2026 27:59


Summary  In the final episode with Wade, Todd, and David, the conversation shifts from philosophy to history and mentorship. Wade asks what has changed in the financial industry over the past several decades and what hasn't. Todd reflects on the early days before computers, the impact of mentors like Norman Baker, the myth of "deals" in insurance, and the importance of integrating tools—not replacing human judgment with them. The discussion highlights why math must be paired with context, conversation, and strategy in order to truly serve clients. It's a timely reminder that the future of financial advice isn't about replacing the advisor — it's about elevating them.   Episode Highlights 00:15:50 - Evolution of Industry Conversations. 00:03:18 - Addressing Industry's Adversarial Past. 00:03:52 - Life Insurance and Cash Value Benefits. 00:04:41 - Asset Flow: Evaluating Investment Synergy. 00:06:39 - Painting a Picture of Financial Sacrifice. 00:09:02 - The Importance of Asking the Right Questions. 00:11:49 - Balancing Technology with Human Insight. 00:13:25 - Challenges of AI in Financial Advice. 00:13:37 - Importance of Mentorship in Industry. 00:13:38 - Mentorship's Role in Leveraging Experience.   Episode Resources sagewealthstrategy.com About Todd And The Financial Software Guest Name Todd LangfordGuest Emailtlangford@truthconcepts.com Additional guest  David Zapata davidzapata@factumfinancial.com   Keywords Wade Borth Podcast smart ideas new opportunities money management financial independence investment strategies insurance industry real estate vs stock market holistic financial planning rate of return asset flow cash value life insurance distribution phase financial software financial calculators AI in finance investment biases financial advising financial conversation client confidence financial mentorship financial industry evolution interest rates financial context financial education  

America's Retirement Headquarters
Why Retirement Math Breaks Down in Real Life

America's Retirement Headquarters

Play Episode Listen Later Feb 10, 2026 36:55


Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Retirement rarely unravels because of one big mistake; it’s the overlooked details that do the damage. The team at America's Retirement Headquarters takes a clear-eyed look at the real-world factors that complicate retirement planning, from unexpected expenses that strain budgets to the challenge of knowing how much is truly enough to save. The discussion explores why dependable income matters more than account balances, how tax planning shapes long-term outcomes, and what changing healthcare options, especially within the ACA marketplace, mean for retirees today. Throughout the episode, the focus remains on taking a comprehensive view of retirement planning, one that accounts for uncertainty, shifting costs, and the need for financial resilience. Rather than treating retirement as a finish line, this conversation frames it as an ongoing strategy that requires preparation, flexibility, and informed decision-making. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement so that you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

“What It’s Really Like to be an Entrepreneur”
Unlocking Home Office Deductions with Catrina Craft

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

Play Episode Listen Later Feb 9, 2026 21:37


In her second episode with us, Catrina Craft shares essential tax strategies for entrepreneurs, focusing on home office deductions, the Augusta rule, and the importance of understanding entity structures. She emphasizes the significance of retirement planning and preparing for professional tax assistance to maximize deductions and minimize tax liabilities.As you listen:00:00 Introduction to Tax Strategies for Entrepreneurs02:48 Understanding Home Office Deductions05:54 Leveraging the Augusta Rule for Tax Benefits08:39 Entity Structures: Sole Proprietorship vs. LLC10:40 Retirement Planning and Tax Deductions15:32 Preparing for Professional Tax Assistance"Get your books in order.""Let the IRS fund your retirement.""Outsourcing may be the way to go."Takeaways:-Get your books in order to save time and money.-Use tax strategies to benefit your business.-Home office deductions can include utilities and cleaning services.-The Augusta rule allows you to rent your home to yourself for tax benefits.-Understand your entity structure for optimal deductions.-Retirement contributions can be a significant tax deduction.-You can borrow against your retirement funds if structured correctly.-A sole proprietorship is the simplest business structure.-Investing in retirement now can lead to tax-free growth later.-Outsourcing accounting tasks can reduce the risk of errors.

Canadian Wealth Secrets
Financial Advice Mistakes To Avoid To Protect Your Net Worth & Estate

Canadian Wealth Secrets

Play Episode Listen Later Feb 6, 2026 9:39


Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereHave you ever felt pressured into a “sophisticated” financial strategy you didn't actually understand?As a Canadian incorporated business owner or high-net-worth professional, you're used to handling complexity — but financial decisions feel different when the stakes are personal and the explanations fall short. Too often, strategies like estate freezes, corporate insurance, or private investments are presented with urgency instead of clarity, leaving you overwhelmed, hesitant, or quietly unsure if you're making the right move. This episode challenges the idea that pressure equals progress and reframes what real sophistication in wealth planning actually looks like.In this episode, you'll discover:Why poor financial outcomes usually come from lack of understanding, not bad strategiesHow to spot pressure from financial advisors disguised as “best practices” or “what wealthy people do”What confident, flexible wealth planning looks like when every tool has clear purpose and contextPress play to learn how clarity — not urgency — becomes the foundation of a wealth plan you can trust and stand behind.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyleif you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…leReady to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

The Health Ranger Report
Brighteon Broadcast News, Feb 4, 2026 – AI Bots Form New Religions as Humans Become SkyNet Terminators

The Health Ranger Report

Play Episode Listen Later Feb 4, 2026 158:55


Stay informed on current events, visit www.NaturalNews.com - Introduction and Segment Overview (0:00) - Dog Video and Belgian Malinois Breed (1:27) - Introduction of Brighte Videos and AI Avatars (6:16) - Jane Lynn's Report on Protein Powders (7:44) - Ethical Use of AI Avatars and Social Media Platforms (12:09) - Impact of GLP Weight Loss Drugs on Mental Health (29:13) - Valentine's Day Sale and Health Ranger Store (56:19) - Financial Advice and Counterparty Risk (56:37) - Project Vault and Critical Mineral Shortages (1:11:55) - Conclusion and Final Thoughts (1:21:59) - Critical Minerals Shortage and Technological Challenges (1:22:16) - Unique Properties of Elements and the Limits of Substitution (1:25:57) - The Long-Term Gap in Technological Advancement (1:28:21) - Health and Economic Implications of Unhealthy Population (1:31:06) - The Role of Big Pharma and the Federal Reserve in America's Decline (1:33:30) - The Fight for Access to Natural Medicine (1:42:09) - The Impact of Legislative Bans on Consumers (1:47:24) - The Science and Safety of Hemp Products (2:05:39) - The Role of Education and Self-Responsibility in Health (2:11:57) - The Future of Hemp and Natural Medicine (2:29:11) 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:

Canadian Wealth Secrets
Is the 4% Rule Failing Canadian Retirees?

Canadian Wealth Secrets

Play Episode Listen Later Feb 4, 2026 30:01


Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs the 4% rule still a reliable path to financial freedom in Canada—or is it holding your retirement plan back?You've heard it a hundred times: save 25x your annual expenses and withdraw 4% per year in retirement. But in 2026 and beyond, does that formula still stack up? Whether you're 10 years out from retirement or already hitting your financial freedom number, rigidly following outdated rules could put your lifestyle—and peace of mind—at risk. This episode dives into how the 4% rule was built, why it may not fit today's market realities, and how to think more flexibly about spending, investing, and enjoying your money without watching your net worth dwindle.In this episode, you'll discover:Why the original 4% rule was designed for failure avoidance, not lifestyle optimizationHow a flexible approach to withdrawals can empower smarter spending decisions year by yearThe mindset shift that can help you grow your net worth even in retirementPress play now to rethink your retirement strategy and build a wealth plan that works for your real life—not just the spreadsheets.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyleif you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a laReady to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

WealthTech on Deck
Why the Future of Financial Advice Is Human-Led and AI-Enabled with Michael Liersch

WealthTech on Deck

Play Episode Listen Later Feb 3, 2026 39:52


This week, Jack Sharry talks with Michael Liersch, Chief Planning Officer at Edelman Financial Engines. Michael acts as the production arm at Edelman. He leads the firm's strategic agenda around the convergence of financial planning, advice, technology, operations, investment solutions, and user experience. With a distinguished career spanning academia and financial services, Michael is also known for integrating behavioral insights into financial strategy. Michael talks with Jack about how artificial intelligence and automation are reshaping financial advice, not as a replacement for humans, but as a force multiplier for listening, building trust, and improving outcomes. He also discusses the phases of AI integration, the risks of "over-AI-ing" the client experience, and his vision for a future in which advice itself, rather than products, is the industry's core value proposition. In this episode: (00:00) - Intro (02:18) - Michael's role at Edelman Financial Engine (04:04) - Michael's psychological perspective on AI (08:51) - Edelman's practical application of AI (15:55) - How Edelman uses AI at scale (21:49) - Protecting clients from “over-AI-ing” (25:30) - Michael's outlook on the future of AI in financial services (29:54) - Michael's goal for the financial industry (34:37) - Michael's interests outside of work Quotes "We are in a truly new and unique era, recognizing that machines, you can call that AI, and humans can complement each other." ~ Michael Liersch "What's interesting about the machine is that it doesn't really have any of its own feelings. But it really does a great job of giving itself entirely to the human and achieving a level of precision that humans find challenging." ~ Michael Liersch "I really want to move the financial industry toward having advice be the actual product." ~ Michael Liersch Links  Michael Liersch on LinkedIn Edelman Financial Engines Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Your Wealth, Your Legacy
EP 53: Why Financial Advice vs. Product Sales Matters

Your Wealth, Your Legacy

Play Episode Listen Later Feb 1, 2026 18:39


In this episode, we break down one of the most misunderstood parts of the financial industry: the difference between financial advice and product sales and why it matters more than most people realize.Most people seek out a financial professional because they want advice. They want to confirm they're on track, want help building a comprehensive plan, or are seeking guidance for a specific financial decision. What many don't realize is that the financial industry has historically been structured as a sales-based business. According to feeonlynetwork.com, fewer than 2% of the 295,000 financial professionals in the United States can be classified as Fee-Only for the advice they provide. We explore how compensation, sales quotas, and limited product offerings can influence recommendations, often blurring the line between objective advice and a sales presentation. We end with a simple recommendation of how to quickly identify advisors who have prioritized advice and eliminated the sales-based commission and revenue sharing incentives from their practices.If you want to better understand the incentives behind the advice you receive, this episode will give you a framework to ask the right questions and choose a financial professional that is right for you.Thanks for listening!For more details we recommend that you check out our blog post covering the same topic at https://pw-wm.com/learn/financial-planning/why-financial-advice-vs-product-sales-matters/

The Road to Retirement with Tripp Limehouse
Tripp Limehouse discusses the key differences in mindset and strategies that wealthy individuals employ to secure their financial futures.

The Road to Retirement with Tripp Limehouse

Play Episode Listen Later Jan 30, 2026 55:00


Tripp Limehouse discusses the key differences in mindset and strategies that wealthy individuals employ to secure their financial futures. He emphasizes the importance of starting early and being consistent in investing, utilizing tax-deferred accounts, and the necessity of having a solid estate plan. The conversation also includes listener questions, providing practical advice on retirement planning and financial management. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

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

Hello beautiful souls! Happy solar return to all the Aquarians and Pisceans out there. Thank you for watching! ⏰ Timestamps ⏰ 0:00 January Recap29:25 February 2026 Show Notes:

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.

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:

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