Podcasts about financial advice

Are you a do-it-yourself investor? Perhaps it's time to consider an alternative. A new study released by The Vanguard Group shows the intrinsic value of working with a financial advisor. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how working with a financial advisor can not only help improve your portfolio performance, but also enhance your emotional well-being, reduce stress and save valuable time. Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

This episode features Peter Ryan, a finance professional with a background in helping clients navigate financial decisions post-divorce. Peter draws on his experience both professionally and personally, having grown up in a divorced family, to offer practical advice and insight into the financial realities that many people, particularly women, face during and after divorce. He explains the common emotional attachments to assets like the family home and pensions and stresses the importance of understanding the bigger financial picture to make informed decisions that support long-term security. (00:00) Introduction to the Podcast (00:34) Meet Peter Ryan: Financial Advisor Specializing in Divorce (02:09) Understanding the Financial Impact of Divorce (04:39) Navigating Financial Decisions Post-Divorce (09:13) The Importance of Cash Flow Modeling (17:23) Addressing Financial Abuse in Relationships (21:36) Preparing for Divorce: Steps to Take (22:35) Understanding Financial Fears in Divorce (23:44) The Importance of Budgeting (25:58) Fairness in Financial Settlements (28:13) Emotional Spending During Divorce (30:40) Financial Advice for All Wealth Levels (33:18) Encouraging Financial Literacy (37:18) Long-Term Financial Planning (38:39) Connecting with Financial Advisors (40:11) Final Thoughts and Encouragement KEY TAKEAWAYS Divorce is often an emotional time, so understanding what matters most financially is crucial. Clients frequently focus on assets like the family home and pensions without knowing their full financial implications. Emotional attachment to assets can sometimes hinder practical and beneficial financial decisions. Seeing the bigger financial picture helps clients secure long-term stability post-divorce.   BEST MOMENTS "What we typically see is people will get fixated on the house or on the pension." "People often attach emotion to assets — like the house being tied to the children's continuity and stability." "Rarely do they understand what that actually means in practical terms." "Holding onto that might actually not be the best decision in the long term." GUEST LINKS LinkedIn - www.linkedin.com/in/peter-ryan-a02b90244/ www.bradbyswm.co.uk EPISODE LINKS Use the link below to sign up to the TalkingParents App. 30 Day FREE trial available alongside a completely FREE option too! https://talkingparents.com/dirhm If you enjoy this podcast here is the link to the book 'Do I Really H*te Men?'. It's packed with actionable and inspirational content to help you think, feel, heal and create your beautiful life that you deserve! UK: https://www.amazon.co.uk/dp/1068789107 USA: https://www.amazon.com/dp/1068789107 Exciting news! I now have four powerful and affordable course downloads available in my Patreon Shop—starting at just £20. Each one is designed to help you take meaningful steps forward in your healing and growth journey.

What do vacuum sales and financial advice have in common? In this episode, Jim Fox shares why too many people are still being sold products instead of being offered real retirement solutions. From the emotional barriers that keep folks from seeking help—like fear of judgment or past bad experiences—to the importance of finding the right advisor fit, Jim breaks down what truly matters in retirement planning. It’s not about being sold—it’s about being heard, understood, and guided with honesty. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

The rule of thumb is that you need to replace 80% of your current income to continue your lifestyle in retirement. Does that formula work? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Episode 103:  Brad Shepherd is the President and CEO at Founders Financial, a broker-dealer and RIA dedicated to building purpose-rich, advisor-centric enterprises. With nearly three decades in the industry, Brad blends deep financial expertise with a passionate commitment to helping advisors grow intentional, values-driven practices. His journey from investment rep to executive leader is shaped by strong mentorship, a calling to serve, and a conviction that people—not platforms—drive impact. This week, Kyle and Brad discuss the myth of independence in the financial services industry and the power of interdependence between firms and advisors. They dive into Founders' unique Strategic Enterprise Program, how to scale while staying true to your mission, and why Brad believes staying small and focused can beat the industry's race toward consolidation. In this episode: (00:00) - Intro (02:05) - Brad's money moment (06:38) - Brad's transition from advisor to CEO (10:16) - What sets Founders Financial apart (14:08) - Why advisors want to become independent (17:16) - Founders' Strategic Enterprise Program (SEP) (21:59) - What it means to be a purpose-driven, servant-led financial planning firm (25:27) - Simplifying internal complexity (31:07) - Founders' ideal partners (37:16) - Leveraging technology wisely (43:24) - Brad's outlook on the future of the industry (50:39) - Brad's Milemarker Minute Key Takeaways Independence is a myth—embrace interdependence. Brad challenges the industry narrative of independence, arguing that advisors are rarely truly independent and benefit more from authentic partnerships with firms that share their values and vision. Your business is a reflection of who you are. Founders Financial's Strategic Enterprise Program helps advisors grow with intentionality by focusing on personal vision, values, and leadership—not just platforms and performance. Discipline and clarity create scale. Brad emphasizes the importance of staying focused, saying no to distractions, and aligning every decision with a clear mission. This kind of intentional discipline is what allows firms to scale without sacrificing their identity. Quotes "We actually are not in the independent space. We are in the dependent space. The actual, honest characterization of a relationship between advisors and firms is that we're dependent upon each other." ~ Brad Shepherd "What makes independent advisors great isn't their commodities. It isn't their investment management prowess or their cooler financial plan. It's them." ~ Brad Shepherd "Smart decisions about how you manage and run your business and the right partners to help you do it, using the tools that you now have to the best of their ability, drive the outcomes you seek." ~ Brad Shepherd Links  Brad Shepherd on LinkedIn Founders Financial Michael Brooks Strategic Enterprise Program - Founders Financial Commonwealth Financial Network LPL Financial Docupace Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

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! Think you can outsmart the market? Think again. In this episode, Nolan Baker breaks down why professional tax planning is essential for a secure retirement—and why trying to time the market could sabotage your future. He explores how emotional decisions often lead to financial missteps and explains how proactive tax strategies can protect your nest egg. With real-world insights and cautionary advice, this conversation is a must-listen for anyone serious about retirement planning. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing one location for your entire retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so 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.

Thinking about a career in financial planning?In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career switch story, from Executive Assistant to qualified financial planner, with support from the St. James's Place Academy.Miriam opens up about her early money mindset, paying off debt, buying a home, and how mentorship from Rob Gardner helped her see the potential she hadn't yet recognised in herself. If you're considering becoming a financial planner or making a career change, this is the episode for you.We cover:How the St. James's Place Academy supports career changersThe emotional journey from debt to financial freedomWhy executive assistants make brilliant financial plannersThe power of mentorship in shaping your careerHow financial planning changed Miriam's lifeBuilding a business with purpose and empathyThe mindset shifts that make you better with moneyCreating a niche offering as an Executive Financial Assistant (EFA)

Pattie Lovett-Reid and Toonie Tuesday can be heard every Tuesday morning at 8:20 on The Andrew Carter Morning Show.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 25 July 2025. The topic for this week is: What ways are available to get more money into super for a tax-free retirement? Most Australians now realise that saving into super provides tax free income in retirement. It comes […]

Curious what will set great advisors apart as AI takes over planning and portfolio work? After a powerful three-day training with a group of rising advisors, I'm more convinced than ever: your edge won't be technical—it'll be your ability to connect, coach, and lead. In this episode, I'll show you why emotional intelligence is your biggest asset in an AI-driven future—and how to start sharpening it now.

Don't forget to share this episode with a friend, family member, colleague, or co-worker. Learn more about David by listening to episode 215: Who is David Chudyk and what does he do?

In this episode of the Real Estate Pro Show, host Erika interviews Elvin Ames, a seasoned real estate investor with over 24 years of experience. Elvin shares his journey from a challenging upbringing in Barbados to becoming a successful entrepreneur in the real estate industry. He discusses the evolution of investment strategies, the importance of human connection in distressed property deals, and the role of technology in the industry. Elvin also highlights the significance of networking and shares insights from his book, 'Raggedy to Riches.' Looking ahead, he reveals his plans to franchise his business and help others learn from his experiences. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

On Wednesday's Morning Focus, Alan Morrissey was joined by Tommy Corbett from Carey Corbett Financial Solutions. This week, Tommy provided Alan and our Morning Focus listeners with advice on financial fraud in Ireland and the current types & trends.

The internet is full of financial advice.  Some is good, some is great, and some downright dangerous.  After nearly 17 years as a financial advisor, I've heard it all. In this episode, I'm calling out the bad advice for retirees and pre-retirees that still gets passed around today in hopes that you will plan better for retirement!I hope you enjoy it.-KevinTakeaways:The internet is full of financial advice, but not all is good.Many retirees struggle with the concept of productivity in retirement.Not all financial advice is created equal; some is driven by agendas.Paying off a mortgage can provide peace of mind, even if it seems financially disadvantageous.Social security strategies should be flexible and personalized.Roth accounts can be beneficial, especially during the Roth Conversion Window.Financial planning should consider both quantitative and qualitative factors.⁠⁠⁠⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with me here:​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This is for general education purposes only and should not be considered as tax, legal or investment advice.

What if you’re missing out on thousands in Social Security benefits—and don’t even know it? In this episode, Brandon Bowen shares a real-life story of a client who unknowingly filed for $300 a month when she was eligible for $1,500. He breaks down the critical rules around spousal benefits, filing strategies, and how to build a retirement income plan that doesn’t rely solely on Social Security. Whether you’re in your 40s or 60s, this episode will help you rethink how to protect and grow your income for the long haul. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

On this episode of Your Retirement Radio Podcast, Kevin discusses the pressing concerns of retirees, focusing on taxes, guaranteed income strategies, and the importance of financial planning. The conversation highlights the challenges posed by market volatility and the necessity of having a solid retirement plan that can withstand economic fluctuations. Listeners are encouraged to test their retirement plans and explore options that can maximize their savings and income in retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

What do a lost Bitcoin password, a landfill, and a 101-year-old retiree have in common? In this episode, Art McPherson dives into the wild world of gold, silver, and crypto - breaking down what’s worth the risk and what’s just hype. He shares real stories from clients, including centenarians thriving in retirement, and offers practical advice on income planning, debt, and building a legacy. Plus, a hilarious tale of football rivalry and marital survival. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Why do so many people hate annuities—even when they solve the very problem retirees fear most? In this episode, the team at Better Way Financial breaks down the myths, fees, and facts around annuities. They explain why some annuities get a bad rap, how to spot the good from the bad, and when they can be a smart alternative to bonds. Plus, a real-life case study shows how one couple turned a potential shortfall into a secure income stream. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

What if your biggest retirement mistake isn’t financial—but mental? In this episode, Abe Abich unpacks why so many Americans dream about retirement but fail to plan for it. From budgeting for passions like golf and travel to building a lifestyle plan that evolves with you, Abe explores how to retire with purpose—not just a portfolio. Plus, insights from a Lincoln Financial study and tips on avoiding regret in your go-go years. 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.

We all dream about retirement—but are we actually planning for it? In this episode, Mike Douglas shares four powerful steps to help you turn your retirement dreams into reality. From front-loading your early retirement years to creating a “living inheritance” and protecting your legacy, Mike explains how to align your financial plan with your life goals. It’s not just about saving—it’s about spending with purpose. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

On this episode of Retire Texas Style Podcast, Derrick delves into the recent tax changes and their implications for retirement planning, particularly focusing on social security taxes, the potential for future tax increases, and the importance of evolving retirement plans. The discussion also covers strategies for timing the annuity market and managing investment risks effectively. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

Kris Krohn and Carson reflect on key moments from The Million series and challenge outdated financial beliefs passed down through generations. Learn why common advice like paying off your house or relying on a 401(k) may be sabotaging your future. This episode uncovers how to break free from societal conditioning and adopt a strategy built for real financial growth. If you're questioning the system, this is your wake-up call.

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss essential questions to ask when searching for a financial advisor, particularly from the perspective of their mothers. They explore the importance of understanding the advisor's process, compensation models, and the need for coordination with other professionals. The conversation emphasizes trust, transparency, and the fiduciary responsibility of advisors, providing listeners with valuable insights for making informed decisions about their financial planning. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Ask about the advisor's process and expected outcomes. Understand how the advisor is compensated. Inquire about the types of clients the advisor typically works with. Seek an advisor who collaborates with other professionals. Trust and transparency are crucial in the advisor-client relationship. Different compensation models can affect the advisor's focus. A fiduciary advisor has your best interests at heart. Designations can indicate a commitment to fiduciary standards. Coordination with other professionals can prevent blind spots. These questions can help ensure a good fit with an advisor. Chapters 00:00 Introduction to Financial Advisor Questions 01:06 Key Questions for Financial Advisors 07:14 Understanding Advisor Compensation Models 10:05 The Importance of Coordination with Professionals    

Cebile Zibi – Executive Head: Trade Marketing and Communications, Momentum Advice SAfm Market Update - Podcasts and live stream

Tripp Limehouse and Steve Sedahl discuss the essential elements of retirement planning, emphasizing the importance of intentionality and strategic planning. They explore various topics including the significance of having a clear vision for retirement, the impact of taxes, and the necessity of income and distribution strategies. The conversation also highlights the upcoming 'Baby Boomer Dilemma' movie event and addresses listener questions regarding 401k withdrawals and Roth conversions. Overall, the episode serves as a comprehensive guide for individuals preparing for retirement, encouraging proactive planning and informed decision-making. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

In this episode, we are talking personal financial management, but with a human twist. Sam Lewis is the CEO and Founder of Fruitful, a fintech company reimagining financial advice for millennials and Gen Z. Fruitful offers a $98 monthly membership that combines certified financial planners (actual humans) with AI-powered technology to create personalized "money systems" that automatically allocate incoming funds across bills, spending, and goals. Lewis discusses his background at Mastercard and how he witnessed traditional banks underserving younger customers, leading him to launch Fruitful in 2023.The conversation explores Fruitful's unique approach of maintaining human advisors rather than going fully AI-driven, their focus on "income allocation" over "asset allocation," and their transparent pricing model that forgoes hidden fees and even interchange revenue. Lewis explains how the platform serves mass affluent members who want to automate their financial lives while maintaining the human touch for trust and emotional connection in money management decisions.In this podcast you will learn:The big gap that Sam saw when it came to financial advice.The core product offering of Fruitful and what people get for $98/month.How their Certified Financial Planners (CFP) help their members build a money system.The suite of financial products that is included.Who they are working with on the banking side and why it is such an important relationship.Why they decided to have a human in the loop to help guide people through this.How Sam thinks about AI and its role in helping their members.What happens after the money system is set up.Who comes to Fruitful for help and what they are looking for.How they are getting new customers in the door.How they help their members with their investments.Why they have decided not pursue any other revenue streams beyond the monthly fee.How Sam is thinking about adding complementary financial products.What they are focused on for the next 12-18 months.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

WHERE DO YOU GET YOUR FINANCIAL ADVICE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS TOWNSEND HORNOR JR., CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this insightful episode of Healthy, Wealthy & Wise, BWFA's Sandy Hornor explores how Americans of all ages and backgrounds seek financial advice—and what the patterns reveal about confidence, access, and outcomes. Drawing from a recent Gallup study, Sandy breaks down the generational and income-based differences in financial behavior. You'll hear how younger adults tend to rely on social media, friends, and websites, while older and wealthier individuals increasingly turn to professionals. The episode also highlights how the use of digital resources often correlates with financial dissatisfaction, while those who work with a financial planner are more likely to feel in control of their future. Listeners will learn why it might be time to upgrade from a DIY approach to a more strategic relationship with a financial advisor—especially when wealth starts to accumulate or life becomes more complex. As the episode concludes, Sandy makes the case for introducing financial education earlier in life—especially as part of a family's broader generational wealth planning. If you've ever wondered whether your current financial information sources are serving you well—or if your children or parents could benefit from different guidance—this discussion offers a thoughtful and data-backed perspective.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:

In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights from a conversation with Trey Wingo about success and financial management. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What do baby watch and retirement planning have in common? Both come with nerves—and the need for a solid plan. In this episode, Frank and Frankie Guida dive into the emotional and financial uncertainties that come with approaching retirement. They break down how rising interest rates, market volatility, and outdated portfolio strategies can put your savings at risk. You’ll hear real-life examples of how adjusting risk tolerance and rebalancing investments can protect your future without sacrificing returns. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTubeSee omnystudio.com/listener for privacy information.

This week on The Art of Money, Art McPherson discusses various aspects of retirement planning, including the importance of understanding personal financial needs, the role of small businesses in the economy, and the impact of market volatility on investment strategies. He also addresses concerns regarding social security and the necessity of legacy planning to ensure a smooth transition of assets. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Are you “pretty sure” your retirement plan is solid? That might be your biggest red flag. Abe Abich breaks down why even confident investors—and long-time advisor clients—should consider a second opinion. From reactive relationships to overlooked tax strategies, Abe outlines the subtle signs your financial plan may not be as personalized or proactive as it should be. Whether you're working with an advisor or managing it all yourself, this episode helps you rethink what true retirement readiness looks like. 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.

On this episode of Retire Texas Style Podcast, Derrick discusses retirement and delves into the complexities of Social Security, the importance of budgeting, and the strategic use of Roth IRAs for tax benefits. The discussion emphasizes the need for proactive financial planning and the potential consequences of inaction, especially as individuals approach retirement age. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

Shakur Stevenson Talks Tank Davis, Turning Down $15M, J Prince's Financial Advice + MoreSee omnystudio.com/listener for privacy information.

This episode provides an overview of significant changes to tax laws announced on July 4th, 2025. Key points include the permanency of temporary tax laws from 2018, slight increases in standard deductions, and significant increases in the state and local tax (SALT) cap from $10,000 to $40,000. Additional updates include adjustments to charitable contribution deductions, new senior tax deductions, auto loan interest tax deductions, and child tax credits. Other notable changes include the expiration dates for electric vehicle and home energy efficiency tax credits, as well as the introduction of new investment accounts for newborns. 

SummaryIn this episode, we meet with Ray Prospero, a partner and fiduciary financial advisor at Advice Period. Ray shares his journey from practicing law to wealth management, discussing the challenges he faced, including personal struggles and the impact of his legal background on his current role. He emphasizes the importance of being a fiduciary, putting clients' interests first, and offers practical financial advice for everyday people. Ray also shares his passion for BJJ, the therapeutic benefits, and his experiences in competitions. Additionally, they discuss the evolving landscape of jiu-jitsu and its growing popularity, as well as Ray's commitment to community service and personal growth.You can learn more about Ray → linktr.ee/rayprospero Chapters00:00 Introduction to Ray Prospero and His Journey02:05 Transition from Law into Wealth Management09:05 The Impact of Personal Struggles on Career Choices11:52 Building a Career at Merrill Lynch15:59 Joining Advice Period and Its Culture16:58 Day-to-Day Life as a Wealth Manager18:50 Understanding Fiduciary Standards22:49 Financial Advice for Everyday People24:38 The Influence of Dave Ramsey's Principles26:30 Becoming an Elder at Crossroads Christian Church29:49 Reflections on Life's Journey and Faith34:12 The Role of AI in Financial Services41:47 Tailoring Financial Portfolios44:36 Exploring Cryptocurrency and Bitcoin52:03 The Journey into Jiu-Jitsu01:00:17 Experiences in Competition01:10:10 The Future of Jiu-Jitsu and EntertainmentDr. Archie's Groundwork Chiropractic is officially open and servicing clients. Book your next appointment using the links below!IG: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@groundworkchiropractic⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠W: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.groundworkchiropractic.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The BizJitsu Podcast is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Union Staffing Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a full-service boutique recruitment firm that unites great companies with high-performing sales, marketing, and operational talent. Follow us on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@BizJitsu_Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@vincepacleb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@archie_d⁠ane⁠⁠⁠⁠KeywordsRay Prospero, wealth management, fiduciary advisor, financial advice, personal growth, jiu-jitsu, Dave Ramsey, financial planning, life lessons, community service

On this episode of Your Retirement Radio Podcast, Kevin discusses the implications of potential tax changes on Social Security, the resilience of the economy amidst market volatility, and the importance of understanding investment risks in retirement. The conversation also covers the transition from traditional pensions to 401(k) plans and emphasizes the need for a sustainable retirement income strategy. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

What do dream vacations and retirement have in common? Both can be derailed by one unexpected misstep. In this episode, Frankie Guida explores how a single overlooked detail—like skipping tax planning—can cost retirees millions. From forgotten driver’s licenses in Naples to real-life client stories, he unpacks the importance of having a solid financial strategy. Tune in for practical insights on how to avoid the “one thing” that could ruin your retirement. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

The Moneywise Radio Show and Podcast Thursday, July 3rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: Wendy & Casey, Wounded Heroes Fund website: https://thewoundedheroesfund.com/ facebook: Wounded_Heroes_Fuind Instagram: WoundedHeroesFund  

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3202: Planning a memorable wedding on a modest budget is possible, and Jen Hayes shares practical strategies to make it happen. From choosing buffets or lunch receptions to skipping costly champagne pours and considering limited host bars, these tips can help you cut thousands from your food and alcohol costs while still hosting a celebration your guests will enjoy. Read along with the original article(s) here: https://www.jenhayes.me//frugal-wedding-7-ways-save-food-alcohol/ Quotes to ponder: "Buffets are typically less expensive, and they allow guests to take as much food (or as little) as they would like." "When we realized a champagne pour was not included in our wedding package and would've been an additional $700 (at least), we decided to skip it." "You can host the bar for a certain amount of time (for example, for the first hour or two of the reception) or up to a certain dollar amount." Learn more about your ad choices. Visit megaphone.fm/adchoices

Sarah Halpern President and CEO of the Business Consortium Fund (BCF) and Triad Investments. Here's a summary of the key points discussed:

Sarah Halpern President and CEO of the Business Consortium Fund (BCF) and Triad Investments. Here's a summary of the key points discussed:

Sarah Halpern President and CEO of the Business Consortium Fund (BCF) and Triad Investments. Here's a summary of the key points discussed:

In this conversation, Dylan Silver interviews Daniel Paloscio, founder of SEP Capital, who shares his journey from being a bartender to a successful real estate investor and hard money lender. Daniel discusses his experiences in various real estate sectors, including fix and flips, wholesaling, and short-term rentals. He emphasizes the importance of understanding market dynamics, the risks associated with hard money lending, and the significance of building strong relationships with investors. The conversation also touches on the collaborative nature of advising borrowers and the synergy between wholesaling and lending. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this engaging conversation, Stephen Schmidt interviews Keith Lorigan, a seasoned mortgage broker, about the intricacies of lending for real estate investors. They discuss Keith's journey into the mortgage business, the importance of understanding the mortgage landscape, and the caution needed when considering refinancing. Keith shares insights into the history of 30-year mortgages, alternative loan products, and the debate between renting and owning property. The discussion also highlights the power of compounding interest and the long-term benefits of holding real estate investments. Keith emphasizes the importance of making informed financial decisions and encourages listeners to explore real estate as a viable investment option. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

- Enoch AI Announcement and Special Reports (0:10) - July 4 Predictions and Dr. David Martin's Warning (3:45) - July 5 Prophecy and Japanese Manga Artist (21:04) - Preparation and Precautions for July 4 and 5 (33:21) - Introduction to Enoch AI and Its Capabilities (43:58) - Technical Details and Training Methods (53:38) - Philosophy and Future Plans for Enoch (1:10:19) - Final Thoughts and Encouragement (1:22:28) - Agentic AI and Enoch Engine Introduction (1:22:47) - Health Ranger Ranch and Figs (1:27:50) - Interview with Gerald Celente on Decentralized TV (1:31:13) - Financial Decentralization and Cryptocurrency (1:46:37) - Geopolitical Tensions and War (2:03:25) - Israel and Iran Conflict (2:16:24) - Economic and Financial Strategies (2:22:55) - Unincorporated Nonprofit Associations (UNAs) (2:34:39) - Trends Journal and Financial Advice (2:42:54) - After Party Discussion and Final Thoughts (2:45:17) - Promotion of "Breaking the Chains" Program (2:45:54) - Advantages of Privacy Cryptocurrencies (2:50:38) - Operational Privacy and Ethical Use of Crypto (2:54:07) - Centralized Systems and Alternative Investments (2:59:12) - Closing Remarks and Future Plans (3:01:29) 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

If you'd like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us.In today's podcast, we delve into the financial implications of buying a home to live in versus renting and investing. The host introduces the concept of the 'wealth elevator' as described in their book, which categorizes different financial stages and offers tailored advice. They discuss why individuals in high-priced areas or early stages of wealth building might benefit more from renting and investing in rental properties instead of purchasing a home. Practical insights from personal experience are shared, including saving strategies and the impact of leveraging rental income. The discussion also touches on the pros and cons of homeownership, while advising listeners to consider their individual financial situations before making a decision. Listeners are encouraged to join the Wealth Elevator community for personalized advice and strategies for financial independence.00:00 Introduction to Home Buying Discussion00:06 The Wealth Elevator Concept00:51 Personal Experience with Home Buying01:46 Financial Advice and Wealth Building02:41 When to Buy a House04:03 Renting vs. Buying Debate04:48 Investment Strategies and Returns09:33 Flexibility and Mobility Considerations13:56 Disadvantages of Home Ownership15:44 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.