Podcasts about financial advisors

Share on
Share on Facebook
Share on Twitter
Share on Reddit
Copy link to clipboard

Professional who renders financial services to clients

  • 2,079PODCASTS
  • 6,483EPISODES
  • 30mAVG DURATION
  • 3DAILY NEW EPISODES
  • Dec 2, 2021LATEST

POPULARITY

20112012201320142015201620172018201920202021


Best podcasts about financial advisors

Show all podcasts related to financial advisors

Latest podcast episodes about financial advisors

Kate Dalley Radio
010121 SHORT Financial Advisor What The Elite Want To Happen To YOU Who Gets Universal Income

Kate Dalley Radio

Play Episode Listen Later Dec 2, 2021 22:49


010121 SHORT Financial Advisor What The Elite Want To Happen To YOU Who Gets Universal Income by Kate Dalley

The Resilient Advisor
Ep213 How DAOs Will Empower Financial Advisors With Adam Blumberg

The Resilient Advisor

Play Episode Listen Later Dec 1, 2021 25:20


Adam Blumberg, Co-Founder of Interaxis, comes on The Resilient Advisor Show with Jay Coulter to explain what a DAO (Decentralized Autonomous Organization) is, how it works and what advisors need to know. Adam also dives into how his PlannerDAO works. Learn more about PlannerDAO: https://www.plannerdao.com/ https://www.plannerdao.io/ Follow PlannerDAO on Social: Twitter: https://twitter.com/plannerdao LinkedIn: https://www.linkedin.com/in/planner-dao/ Follow Adam Blumberg on Social: Twitter: https://twitter.com/Interaxis8 LinkedIn: https://www.linkedin.com/in/adamblumberg/ Follow Financial Advisor TV™ on Social: Twitter: https://twitter.com/finadvisortv Facebook: https://www.facebook.com/financialadvisortv LinkedIn: https://www.linkedin.com/company/financialadvisortv Instagram: https://www.instagram.com/financialadvisortv Learn more about Financial Advisor TV™: http://www.financialadvisor.tv  

Your Retirement Solution Podcast
103. Why You Should Be Talking About Death and Taxes With Travis Johnson

Your Retirement Solution Podcast

Play Episode Listen Later Dec 1, 2021 29:14


It's a difficult situation for anyone when your spouse passes away, and you're suddenly on a deadline with the IRS to make plenty of financial decisions right away. In this episode, Travis Johnson is here to speak about why it's important to talk about death and taxes. Travis explains the tax deadline an individual is subjected to when their partner passes away, and how to deal with the deadline. Plus, key ways The Retirement Solution helps clients deal with organizing their particular situation.   Travis discusses: What you need to know about death and taxes How The Retirement Solution helps clients in particular situations Why you should have passwords to important accounts documented How to deal with suddenly needing to pay taxes to the IRS And more Connect With Travis Johnson travis@trsfamily.com  (425) 558-3700 Connect With The Retirement Solution: The Retirement Solution  (888) 500-5830 About Our Guest: Travis Johnson was raised in Redmond, Washington where he continues to reside. Subsequent to high school, he earned a degree in Business Administration at the University of Washington, graduating with a minor in Policy Studies and prestigious Cum Laude honors. In 2015, he began his financial career at Bank of America, first as a Relationship Manager in Sammamish before his promotion to Financial Advisor at Merrill Lynch in Bellevue. In both roles, Travis enjoyed assisting clients in their pursuit of their goals, while educating them on options and strategic financial solutions that would enhance their ability to achieve their dreams. His passion to work with clients in the realization of their retirement dreams, both holistically and dynamically, is what ultimately spurred the transition to TRS in November of 2019. Outside of the office, Travis can be found volunteering with his local Kiwanis group, reading novels, enjoying his two energetic dogs, and either discovering the newest restaurant trend or creating a memorable new recipe with his family.

The Steve Gruber Show
Craig Stiles, The market takes a dive since the emergence of Omicron

The Steve Gruber Show

Play Episode Listen Later Nov 30, 2021 8:30


Craig Stiles, Financial Advisor and Managing Director at Ameriprise Financial Services.

Fort Meade Declassified
Fort Meade Declassified Ep 46 Family and Finance

Fort Meade Declassified

Play Episode Listen Later Nov 30, 2021


We have another episode in our Holiday Resiliency series! On this episode we talk financial resilience with Mark Paxton a Financial Advisor and different ways we can make smarter money decisions during the holidays. Then, we talk with Francisco Jamison, Director of Child and Youth Services here at Fort Meade about staying strong with your family and ways to ease stress for you and yours kids.

Easy Money Podcast with Don Anders
Easy Money Podcast: Wall Street Bets Explained

Easy Money Podcast with Don Anders

Play Episode Listen Later Nov 30, 2021 6:43


Wall Street Bets has recently come into the mainstream media through its meme stock trades like Gamestop Stock and AMC Stock. Financial Advisor, Don Anders, breaks down what the Wall Street Bets subreddit is and whether or not retirees and pre-retirees should be trading based on what they see there.

BradleyBasics Podcast Channel
BradleyBasics Podcast Channel S2 E9: Introduction to Financial Advisor Concepts

BradleyBasics Podcast Channel

Play Episode Listen Later Nov 29, 2021 34:52


Paul Ha - Founder, Cornerstone Wealth Partners, LLC discusses his full-service client first approach through LPL Financial unique financial advisor / broker - dealer support structure. Paul also discusses the value of understanding saving, borrowing, investing and insuring at a young age. Those "Rich in Time" can maximize time value of money! Paul Ha | LinkedIn Financial Advising | Cornerstone Wealth Partners | Lacey Township (cstonewealthpartners.com) LPL Financial | Investment & Wealth Management Nationwide LPL Financial Origin Story | LPL Financial - YouTube - Working for financial advisor business model!

The Retirement Wisdom Podcast
Retirement Planning Considerations for Women – Russ Thornton

The Retirement Wisdom Podcast

Play Episode Listen Later Nov 29, 2021 41:23


What unique challenges do women face in retirement planning? We talk with Russ Thornton, an experienced retirement advisor who specializes in helping women prepare for retirement. And we cover several topics of interest to anyone who's planning for retirement. We discuss: The story behind why he specializes in retirement planning for women What he sees as the unique challenges women face in planning for retirement What's different about planning for retirement today versus 10 to 20 years ago The key building blocks of a sound retirement plan What many people don't know about retirement planning - but should The mistakes he sees people make in planning for retirement that can be avoided How his clients navigate the challenges that come with the transition to retirement How couples can get on the same page about retirement His approach at Wealthcare for Women The upside of life in retirement he sees his clients living today Russ joins us from Atlanta. _________________________ Bio Russ Thornton has been a retirement advisor for over 25 years and specializes in helping women retire confidently on their own terms to comfortable, fulfilling lives, at his retirement advisory firm Wealthcare for Women. Russ was selected as one of Investopedia's Top 100 Financial Advisors in 2019, 2020, and 2021. Prior to establishing his own firm, Russ was a Financial Advisor with Merrill Lynch. _________________________ For More on Russ Thornton Wealthcare for Women _________________________ Wise Quotes On Not Deferring Living "I like to always emphasize the idea that you can do things now and in retirement. You don't have to wait. And if you wait, you run the risk that you're not here. Tomorrow isn't promised. I'm sure we all have heard about, or maybe know, people that have planned to retire and for one reason or another, they never made it to retirement. Or they retired and in a year or two or three in something happened and they didn't even get to enjoy all the years they'd planned on. So, I think you need to think about how you can start enjoying your life today while still preparing for a comfortable and confident retirement ahead." On Planning for How You'll Invest Your Time "Clearly retirement planning revolves around making sure that you've got the financial pieces in place to support your life, no matter how long you live. But, I think it's worthwhile to also spend time thinking about how are we going to spend our time? And who are you going to spend your time with? What are you going to stop doing once you retired? Maybe that gives you the opportunity to eliminate some things in your life that by necessity that you're dealing with now related to work or other commitments." On Shifting from Saving to Spending "I find that it's often very difficult for people to make that mental shift from saving and accumulating to starting to spend, and as a result, I find a lot of people underspend - especially in the first few years of retirement.  When in reality, if they're going to overspend, maybe they should actually overspend a little bit more early in retirement when they're younger, more mobile, want to travel, and want to do more things." __________________________ Podcast Episodes You May Be Interested In Retire Happy – Dr. Catherine Sanderson Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland Advice for Successful Career Women Transitioning to Retirement – Helen Dennis Ways to Retire on Less – Harriet Edleson The Future You – Brian David Johnson Who Will Take Care of You When You Are Older? – Joy Loverde The Key Decisions for Retirement Success – Wade Pfau _____________________________ About Retirement Wisdom Retirement is about much more than money. You haven't worked this hard for so long to have a mediocre post-career life. It's your time. Make it your best time. Take the first step toward your new life.

NerdWallet's MoneyFix Podcast
Travel Tips, and Finding the Right Financial Advisors

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Nov 29, 2021 32:18


Traveling during the holidays can be a drag, but it doesn't have to be. To kick off this episode, Sean and Liz talk about recent trends in holiday travel. They also discuss how they are approaching holiday travel and how to get back in the swing if you're a little rusty. Then they answer a listener's money question about how to find the right financial advisors for their needs. Seeking qualified experts is only one part of the puzzle — you should also search for financial advisors who put your interests first.  To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Timestamps: This Week in Your Money segment: 0:00 - 13:08 Money Question segment: 13:09 - 32:18

Brain Chatter
Balance & Planning in Leadership and Life

Brain Chatter

Play Episode Listen Later Nov 28, 2021 36:02


Tommie Goggans III, husband, father of eight, president of The Goggans Group, Financial Advisor, active community volunteer, and dedicated physical fitness devotee, delves into the ever-challenging topic of "Balance & Planning in Leadership and Life." On a day-to-day basis, Tommie helps his clients with planning. With a large family of his own, his own company, and multiple leadership roles in the community, he actively practices balance in his own life. So, what are the strategies and pathways to success in finding balance, keeping balance, and effectively planning out our days, weeks, months, years, and decades ahead?  EPISODE RESOURCES:Connect with Tommie Goggans on LinkedIn Read Tommie Goggans's BioVisit the Goggans Group websiteTommie's In-Episode Book Recommendations:Salt Sugar Fat: How the Food Giants Hooked Us, by Michael Moss15 Secrets Successful People Know About Time Management, by Kevin Kruse

The Nifty Show: Digital Collectibles and NFTs Podcast
DJzofDGen, BigBugs & Society of the Hourglass - The Nifty Show #113

The Nifty Show: Digital Collectibles and NFTs Podcast

Play Episode Listen Later Nov 27, 2021 77:30


DJzofDGen, BigBugs & Society of the Hourglass - The Nifty Show #113 Episode 113 Nifty Show features DJzofDGen, BigBugs & Society of the Hourglass. Let's get Nifty! Full show notes: Nifty.Show/113 SUBSCRIBE, RATE, & REVIEW: Podcasts: http://nifty.show/itunes Spotify: http://nifty.show/spotify Stitcher: http://nifty.show/stitcher Google Play: http://nifty.show/play iHeart: https://nifty.show/iheart YouTube: http://badco.in/youtube FOLLOW US ON SOCIAL MEDIA: Twitter: @BadCrypto - @joelcomm - @finallyaligned Facebook: /TheNiftyShow /BadCryptoPod /JoelComm LinkedIn: /in/joelcomm Instagram: @BadCryptoPodcast DISCLAIMER: Do your own due diligence and research. Neither Joel Comm nor Zach Comm are FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency. We make NO RECOMMENDATIONS. Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us. We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt. You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations. See omnystudio.com/listener for privacy information.

Jake Of All Trades
The Causes of the Supply Chain Meltdown

Jake Of All Trades

Play Episode Listen Later Nov 26, 2021 29:03


On this episode Jake and Kirk discuss some of the espoused causes of the recent supply chain meltdown and how it will affect your life. Kirk also poses a potentially unexplored reason for the meltdown. https://www.linkedin.com/pulse/kinks-global-supply-chain-from-j-i-t-j-i-c-edward-yardeni/?trk=eml-email_series_follow_newsletter_01-hero-1-title_link&midToken=AQEE1Ne3ahfAgQ&fromEmail=fromEmail&ut=0YX4pFwPt7Y9Y1   *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show! Follow Jake on Twitter and Facebook @jakestwocents Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.  Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346

The Nifty Show: Digital Collectibles and NFTs Podcast
Next Generation Gaming with Gen-E - The Nifty Show #112

The Nifty Show: Digital Collectibles and NFTs Podcast

Play Episode Listen Later Nov 25, 2021 16:49


Next Generation Gaming with Gen-E DMA & Artur - Co-Founders GEN-ZERO NFT | Cinematic Trailer | The Forge Arena | First Esport on the Blockchain GEN-E Studios is proud to announce a monumental moment with their creation of GEN-ZERO, the first of three NFT generators. Launching on the WAX Blockchain on November 30th, 2021, the GEN-ZERO NFT will consist of 1,111 Generators with three different rarities attributes. These generators will be used to create unique NFTs for upcoming projects & experiences, starting with their own FPS shooter The Forge. Holders will unlock lifetime rewards, beginning with access to The Forge Community. Full show notes: Nifty.Show/112 SUBSCRIBE, RATE, & REVIEW: Podcasts: http://nifty.show/itunes Spotify: http://nifty.show/spotify Stitcher: http://nifty.show/stitcher Google Play: http://nifty.show/play iHeart: https://nifty.show/iheart YouTube: http://badco.in/youtube FOLLOW US ON SOCIAL MEDIA: Twitter: @BadCrypto - @joelcomm - @finallyaligned Facebook: /TheNiftyShow /BadCryptoPod /JoelComm LinkedIn: /in/joelcomm Instagram: @BadCryptoPodcast DISCLAIMER: Do your own due diligence and research. Neither Joel Comm nor Zach Comm are FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency. We make NO RECOMMENDATIONS. Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us. We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt. You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations. See omnystudio.com/listener for privacy information.

Dukes & Bell
Brandon Copeland the financial advisor?

Dukes & Bell

Play Episode Listen Later Nov 24, 2021 11:15


Atlanta Falcons Linebacker Brandon Copeland joined Dukes & Bell as the team gets ready for their game on Sunday against the Jaguars, Copeland talked about how there is no “rebuild” mentality in the locker room and the team still has an opportunity to get to the playoffs even though they've went through a rough two game stretch. Brandon also talked about his financial advising that he does when he's not helping the team on the field.  See omnystudio.com/listener for privacy information.

Finance In A Flash
Mid-Career Professionals: Insurance

Finance In A Flash

Play Episode Listen Later Nov 24, 2021 14:27


On this episode of Finance In A Flash, we continue our series on Mid-Career Professionals by discussing Insurance. Chip and Nick discuss what types of insurance you should consider as a Mid-Career Professional, and what you should think about when determining how much insurance to purchase.If you want to learn more about us or our company go to BeaconFinancialStrategies.com

Aftersight
Gail Hamilton: Author, Singer, Speaker, Financial Advisor, Lion, and Visually Disabled

Aftersight

Play Episode Listen Later Nov 24, 2021 30:35


The Ultimate Advisor Podcast
Episode 134 - Managing Reputation and Reviews for Financial Advisors

The Ultimate Advisor Podcast

Play Episode Listen Later Nov 24, 2021 29:49


In this episode of The Ultimate Advisor Podcast, we discuss how important it is to maximize the amount of positive reviews you are receiving to help manage your reputation. We dive into how important it is staying true to your client and your practice's ideals to minimize exceptions and help increase your online presence. So, push PLAY and join us as we discuss how to create more positive reviews and manage your online reputation to help grow your practice!

Business Innovators Radio
Interview with Brad Swineheart, SVP of Channel Marketing & Business Development at White Glove Helping Financial Advisors Grow Their Botto

Business Innovators Radio

Play Episode Listen Later Nov 23, 2021 24:15


Speaker, NASDAQ Contributing Author and Podcast HostBrad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers.His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions.In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada.He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove.Brad is committed to helping advisors grow their bottom lines. He has years of experience helping advisors succeed with in-person seminars, virtual efforts and creating meaningful digital touch points with their clients and prospects via social media and email.Learn More: https://whiteglove.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brad-swineheart-svp-of-channel-marketing-business-development-at-white-glove-helping-financial-advisors-grow-their-bottom-line

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Brad Swineheart, SVP of Channel Marketing & Business Development at White Glove Helping Financial Advisors Grow Their Botto

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 23, 2021 24:15


Speaker, NASDAQ Contributing Author and Podcast HostBrad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers.His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions.In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada.He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove.Brad is committed to helping advisors grow their bottom lines. He has years of experience helping advisors succeed with in-person seminars, virtual efforts and creating meaningful digital touch points with their clients and prospects via social media and email.Learn More: https://whiteglove.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brad-swineheart-svp-of-channel-marketing-business-development-at-white-glove-helping-financial-advisors-grow-their-bottom-line

Business RadioX ® Network
PHELAN & MYERS 2 FOR 20: Estate Planning

Business RadioX ® Network

Play Episode Listen Later Nov 23, 2021


No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it's about going beyond investing. It's about connecting your life and your finances. They take […]

Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Estate Planning

Gwinnett Business Radio

Play Episode Listen Later Nov 23, 2021


No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it's about going beyond investing. It's about connecting your life and your finances. They take […] The post PHELAN & MYERS 2 FOR 20: Estate Planning appeared first on Business RadioX ®.

All In with Rick Jordan
What I Learned from Always Introducing Myself | Clint Arthur

All In with Rick Jordan

Play Episode Listen Later Nov 23, 2021 35:33


About Episode: Meet Clint Arthur, a mentor to experts that teaches them how to break through big time, helping them be the number one choice for their buyers. Learn how video is always better than audio alone in Marketing yourself in today's world, and how important that truly is. We Meet: Clint Arthur, Author, "Wisdom Of The Men" (Kindle, Audible, Hardcover)Episode References: Wisdom of The MenMGM Grand - https://tinyurl.com/6xtdzt2jHard Rock Hotel - https://www.hardrockhotels.com/Mike Tyson - https://en.wikipedia.org/wiki/Mike_TysonWharton Business School - https://www.wharton.upenn.edu/Elon Musk - https://en.wikipedia.org/wiki/Elon_MuskNASDAQ - https://en.wikipedia.org/wiki/Nasdaq_CompositeHarvard Club of Boston - https://www.harvardclub.com/Celebrity Entrepreneurship - https://tinyurl.com/4an5fmzxRondi Lambeth - https://rondilambeth.com/Tony Robbins - https://www.tonyrobbins.com/Grant Cardone - https://grantcardone.com/Kaseya - https://tinyurl.com/3dfran94Hakkasan MGM Grand - https://tinyurl.com/faz6npr9Joe Polish - https://joepolish.com/George H.W. Bush - https://en.wikipedia.org/wiki/George_H._W._BushMike Rowe - https://mikerowe.com/Brooke Shields - https://en.wikipedia.org/wiki/Brooke_ShieldsDonald Trump - https://www.donaldjtrump.com/Connect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Clint: https://clinttt.com/Universal Rate & Review: https://lovethepodcast.com/allinwithrickjordanSubscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Clint:I mentor EXPERTS who want to break through Big Time. Ultimately, my goal for all my clients is to help you become the obvious high $$$ choice for your buyers.How did I arrive here? Once upon a time I was in your shoes. I invested lots of money in seminars, publicists and PR agencies. All of this yielded little results. In 2010, my wife challenged me to fire my (expensive) publicist and book myself on TV. It took me 9-1/2 weeks to crack the code and book my first Network TV appearance, on WLOX-TV the ABC affiliate in Biloxi, Mississippi! In 2012, I booked my 32nd TV appearance, my first in the #1 ranked Nielsen market, on NBC New York. In 2013 Brook Shields interviewed me for my 57th appearance, on The TODAY Show.Currently, I've made 110 TV appearances, and my students have booked themselves on 5,586+ network TV appearances.My media training can be

The Steve Gruber Show
Craig Stiles, Biden to tap emergency oil reserves

The Steve Gruber Show

Play Episode Listen Later Nov 23, 2021 8:30


Craig Stiles, Financial Advisor and Managing Director at Ameriprise Financial Services.

The Divorced Woman's Guide Podcast
The Impact of Divorce on Finances for Women with Sara Chevere

The Divorced Woman's Guide Podcast

Play Episode Listen Later Nov 23, 2021 32:06


The Impact of Divorce on Finances for Women with Sara Chevere One of the scariest realities when you go through a divorce, is finding your way around your finances. Nothing is more terrifying than having to confront what you don't know. Sara Chevere has been helping women get smart about money while navigating the pain of separation. Top points you'll discover:  ✔️When it comes to divorce, you want to learn how to delay gratification. Often when we are going through pain, we want to have external things fulfil us. We start spending a lot of money. Take those emotions out and embrace anticipation. Instead of focusing on your current circumstances, look at the potential of what your future will look like. Ask yourself: now that I'm divorced, who am I? Who do I want to be? Where do I want to end up? When you learn to shift, practice delayed gratification and embrace the anticipation; you're going to come out a lot better, stronger and hopefully richer than your previous circumstances.  ✔️ You've heard financial coaches stating matter of factly that if you can't manage $1,000, you can't manage $10,000. Nothing can be more true for a reminder. Contrary to what you believe in, learning how to handle your money will not come when you get more money! (Heard stories of lottery winners & celebrities losing their fortune?) It's time to invest in getting financially savvy and see how wealth will naturally follow. ✔️ Many women hustle and hustle hard. But they forget that they shouldn't be only working for their money, but let money work for them. Being in the financial industry for so long, Sara sees women struggle financially, wanting to start other businesses, which is great. But at the same time, if they don't understand how money works, they might be thriving but find themselves still losing money. ✔️ Should you fight for the house? Sara Chevere has this to say about working with women going through a divorce and being strategic on what to do with the marital estate as an asset. When they can set their feelings aside, they can come from a logical place to make the best decisions for themselves and their kids. To realise that the house is not something they should be fighting for despite not being able to afford it. The money they spend on attorneys fees could go to a college fund or invest more strategically. Doing so helps them avoid making mistakes during the divorce that can be a costly liability in the future.  Sara Chevere is an Intuitive Financial Coach who helps single/divorced Professional Women struggling to manage their finances and feel stuck trading time for money by teaching them how money works, so they can dream again and live their lives on their own terms, without depending on a man. Her clients are achieving a level of financial success that they didn't feel was possible. Sara's methods are not of the typical Financial Advisors. What she teaches and the way she teaches are considered non-traditional, unorthodox, and revolutionary. Website: www.financebabe.com IG: https://www.instagram.com/sarachevere/ FB: https://www.facebook.com/financebabe.net LI: https://www.linkedin.com/in/sarachevere/ Join Sara's Facebook Group: https://www.facebook.com/groups/financebabes Free Gift or Promo for Listeners: 90 Days Financial Blueprint https://www.sarachevere.com/90-day-financial-blueprint  ______________________________________________________________ Connect with Wendy Sterling: Website: https://wendysterling.net/ Instagram: @divorcerehabwithwendy Twitter: @thedivorcerehab Facebook: @wendytsterling Need an opportunity to share your pain points and receive judgment-free support? Want to create a vision of a future after your divorce? Click here to schedule your Free Divorce Recovery Call: https://calendly.com/wendysterling/15-minute-divorce-recovery-call.

Your Money, Your Wealth
Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353

Your Money, Your Wealth

Play Episode Listen Later Nov 23, 2021 45:27


How does the “Buy, Borrow, Die” strategy of the uber-wealthy work? Stacking capital gains vs. Roth conversions, contributing to a non-deductible IRA vs. a brokerage account, and minimizing tax when a trust is the TSP beneficiary. Also, why delay Social Security to age 70 if you don't need the money, and estimating benefits with a future salary of $0. Finally, can you “ghost” an advisor? Should you hire a financial advisor near you? Show notes, free resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-353

The Nifty Show: Digital Collectibles and NFTs Podcast
Starship Play to Earn - Nifty Show #111

The Nifty Show: Digital Collectibles and NFTs Podcast

Play Episode Listen Later Nov 23, 2021 16:44


Justin Williams,  VP of NFT at Bitboy Crypto VP of NFT @Bitboy_Crypto Blockchain will blow your mind. Crypto expert, NFT enthusiast, investor & Husband. Instagram: @notthisjustin Most recent launch was Pluto Alliance built on the Eth Blockchain.  SOLD out in 2 hours! Currently working with several teams and brands putting together different NFT projects with different utility. Bitboy Crypto's Pluto Alliance NFT project has collaborated with Starship, a Play to Earn game built on the Wax blockchain.  Holders of the Pluto Alliance Blackhole Emergence Packs will be able to mine Kyanite Gas, the native token for Starship. Full show notes: Nifty.Show/111 SUBSCRIBE, RATE, & REVIEW: Podcasts: http://nifty.show/itunes Spotify: http://nifty.show/spotify Stitcher: http://nifty.show/stitcher Google Play: http://nifty.show/play iHeart: https://nifty.show/iheart YouTube: http://badco.in/youtube FOLLOW US ON SOCIAL MEDIA: Twitter: @BadCrypto - @joelcomm - @finallyaligned Facebook: /TheNiftyShow /BadCryptoPod /JoelComm LinkedIn: /in/joelcomm Instagram: @BadCryptoPodcast DISCLAIMER: Do your own due diligence and research. Neither Joel Comm nor Zach Comm are FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency. We make NO RECOMMENDATIONS. Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us. We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt. You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations. See omnystudio.com/listener for privacy information.

The My Future Business™ Show

Joe Templin Every Day Excellence Interview with author of Every Day Excellence Joe Templin #Author #EveryDayExcellence #JoeTemplin Hi, and welcome to the show! On today's My Future Business Show I have the pleasure of welcoming to the show, author, planner, mentor, trainer, coach and creator, Joe Templin, to talk about his book Every Day Excellence A Daily Guide To Growing, and how you can use it to live your best life. Joe is father to three ‘hooligans', he's a reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife. Over the last decade or so, Joe has helped others reach their financial potential as a planner, trainer, mentor and creator. Joe has served as a member of the National Association of Insurance and Financial Advisors, on both the local and national level, including three terms on the NAIFA National Young Advisors Team Subcommittee. He was also honored as one of the 2011 Four Under 40. Joe is a graduate of the Leadership in Life Institute of NAIFA as well as Rensseleaer Polytechnic Institute, and is an alum of Johns Hopkins University. On today's call, Joe shares his book ‘Every Day Excellence”. EDE is, as Joe puts it, is basically a multivitamin for life; and on this content-rich call, Joe shares many stories relating to his own life's journey, and reveals how the book can guide you towards living both a rewarding and fulfilling life. To learn more about Joe's books, or to contact him directly, click the link below. Disclosure of Material Connection: This is a “sponsored post.” The company who sponsored it compensated My Future Business via a cash payment, gift, or something else of value to produce it. We are disclosing this in accordance with the Federal Trade Commission's 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”

Rental Property Owner & Real Estate Investor Podcast
EP308 She was a Successful Financial Advisor until she went to a Robert Kiyosaki Seminar that introduced her to Real Estate Investing and Changed Everything - with Edna Keep

Rental Property Owner & Real Estate Investor Podcast

Play Episode Listen Later Nov 22, 2021 46:37


My guest today has a very unconventional background and unique path to success.  She started as a single mom at the age of 16 living in subsidized housing.  Somewhere along the way she became a real estate investor and now controls a $65 Million Real Estate Portfolio built with “Other People's Money”. Edna Keep also left a lucrative career as a financial advisor to invest full time in long-term, buy & hold, rental apartment buildings.  She's also a successful author, teacher, and real estate investment expert. Today Edna is going to discuss her early training with Robert Kiyosaki, the importance of having the right coach, why she refuses to live ‘within her means', and her transition from investing in single family homes and condos to value-add multifamily. Edna also goes into detail on when & how to ask for seller financing, and why that can be beneficial to the seller as well. I know you're going to enjoy this conversation with Edna.  You can find out more about her through her website:  https://ednakeep.com You can also view Edna's 25 minute webinar here: https://ednakeep.com/90daysto5k Today's episode is brought to you by Green Property Management, Now offering a $250 Per Unit Project Allowance to New Clients in West Michigan. Text "Green250" to 21000, or visit them on the web at: https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and medicare benefits. https://www.rcbassociatesllc.com  

Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Year-End Tax Planning

Gwinnett Business Radio

Play Episode Listen Later Nov 19, 2021


No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it's about going beyond investing. It's about connecting your life and your finances. They take […] The post PHELAN & MYERS 2 FOR 20: Year-End Tax Planning appeared first on Business RadioX ®.

Her Two Cents
Money on My Mind - You Have Inherited $$$ So, Now What? with Guest Cathy Seeber

Her Two Cents

Play Episode Listen Later Nov 19, 2021 27:01


Everyone assumes inheriting money is only a good thing, but it comes with all sorts of positive and negative emotions and sometimes unintended consequences. Join us with our Guest, Cathy Seeber, CFP®, a Certified Financial Transitionist and Vice President/Financial Advisor with CAPTRUST as we explore; the first thing a person should do if they inherit Money, the impacts of both the emotional and technical side of money and how your money story and that of who created the wealth can have a big impact on your decision making. Learn more about Cathy at www.captrust.com Welcome to the Her Two Cents Podcast where your hosts Laura Webb and Faith Doyle come together as two female financial advisors with over 40 years of collective experience to provide a multigenerational perspective on all things money. Our goal is that through these conversations, we can normalize the way women talk about and view money. See omnystudio.com/listener for privacy information.

The Nifty Show: Digital Collectibles and NFTs Podcast
Metropolis Origins - Play for Fun Gaming - Nifty Show #110

The Nifty Show: Digital Collectibles and NFTs Podcast

Play Episode Listen Later Nov 19, 2021 28:34


Metropolis Origins is Play for Fun! - The Nifty Show #110 Full Show notes: Nifty.Show/110 SUBSCRIBE, RATE, & REVIEW: Podcasts: http://nifty.show/itunes Spotify: http://nifty.show/spotify Stitcher: http://nifty.show/stitcher Google Play: http://nifty.show/play iHeart: https://nifty.show/iheart YouTube: http://badco.in/youtube FOLLOW US ON SOCIAL MEDIA: Twitter: @BadCrypto - @joelcomm - @finallyaligned Facebook: /TheNiftyShow /BadCryptoPod /JoelComm LinkedIn: /in/joelcomm Instagram: @BadCryptoPodcast DISCLAIMER: Do your own due diligence and research. Neither Joel Comm nor Zach Comm are FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency. We make NO RECOMMENDATIONS. Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us. We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt. You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations. See omnystudio.com/listener for privacy information.

Your Resource For Success Podcast
Communication Is The Key

Your Resource For Success Podcast

Play Episode Listen Later Nov 19, 2021 41:48


Adam Kol is The Couples Financial Coach. He helps couples who love each other make sure the money conversation doesn't get in the way. He also hosts the Couples Financial Coach Podcast.Adam is a Certified Mediator with experience as a Tax Attorney and Financial Advisor. He has a Duke Law degree and a Master's in Tax Law from NYU.Adam is a musician, vegan, and social justice advocate. Through his Pathways to Prosperity Program, numerous couples have achieved financial clarity, teamwork, and peace of mind.Your Resource For Success

Business Innovators Radio
Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Putting Your Financial

Business Innovators Radio

Play Episode Listen Later Nov 18, 2021 22:37


Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.Learn More: https://www.pinnaclewm.com/ Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management's web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management's current written disclosure statement discussing Pinnacle Wealth Management's business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordinglyInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Putting Your Financial

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 18, 2021 22:37


Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.Learn More: https://www.pinnaclewm.com/ Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management's web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management's current written disclosure statement discussing Pinnacle Wealth Management's business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordinglyInfluential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order

B2B Growth Think Tank
How To Find Your Perfect Strategic Alliance Partners

B2B Growth Think Tank

Play Episode Listen Later Nov 18, 2021 7:18


In part 5 of my mini series on Strategic Alliances, I'm going to show you a simple way to make a list of your perfect Strategic Alliance partners, and give you a few real life examples at the end to help you visualise doing this for yourself. The first step is to define the types of partners you would like to have in your “crew”. You're going to want to create an initial list of 20-30 non-competing business types. These are your potential partners and referral sources.  Think about the types of non-competing businesses that sell or provide services or products to your ideal clients, either before they need your service, instead of your services or after they have used your services. What do they do? What services do they offer? A Few Examples Let's say you're a mortgage broker specialising in first time mortgages. It doesn't make sense to pair up with another mortgage broker, but it makes a lot of sense to look for successful estate agents who might be willing to partner with you to share clients. Any first time buyers that enquire, or they help to have an offer accepted are going to need help with mortgages. But as you're a mortgage broker who specialises in first time buyers, you're not going to be a competitor to another broker who specializes in, say, mortgages for self employed contractors. So you could partner with those too, even though you may at first glance consider yourself in competition with each other.  Another example is if you are a Financial Advisor you could look to partner with an Accountant or Divorce Solicitor. They are in a prime position to know when their clients need an advisor, and you are in an ideal position to know when your clients may need their services. Or if you sell to small businesses, then you could develop partnerships with other businesses that work with small business owners. Think banks, accountants, insurance brokers, solicitors, printers, graphic designers, web designers, software companies, IT consultants, leadership trainers, HR trainers, sales trainers…  Hopefully you're starting to see the size of the opportunity with this! Mentioned On This Episode Grab Your Free Revenue Multiplier Calculator Connect with Adam on LinkedIn Get My Free Book Conversational Relationship Marketing Get More Free Business Growth Resources on The B2B Growth Think Tank Listener Gift Page  

Purpose FULL Women
205 - Money Mindset and Limiting Beliefs with Scottie Taylor Jr

Purpose FULL Women

Play Episode Listen Later Nov 17, 2021 12:42


Scottie Taylor Jr. is a Money Mindset Coach and professional Financial Advisor. Scottie's goal is to unlock a client's personal potential, explore and improve their relationship with money, and ultimately, earn more money. Scottie helps his clients work through limiting beliefs, elevate their mindset, and, as he once did, take those crucial next steps toward working less, earning more, and living with more abundance.

Beyond the Wrench
Keeping New Generations in the Industry ft. Rachel James

Beyond the Wrench

Play Episode Listen Later Nov 17, 2021 56:56


In this week's episode of Beyond the Wrench, we are joined by Rachel James, Financial Advisor, Northwestern Mutual. We are discussing everything it takes to become a great shop. We are covering topics including generational gaps in the industry, common road bumps in a shop, looking at the big picture, tool investment, and much more! About Our Host:Jay GoninenPresident, WrenchWayjayg@wrenchway.com | 608.512.7330About Our Guest:Rachel JamesFinancial Advisor, Northwestern Mutualrachel.james@nm.com Resources:Download the free WrenchWay app in the App Store or on Google Play:App Store: https://apps.apple.com/us/app/id1534587616Google Play: https://play.google.com/store/apps/details?id=com.wrenchway.insiders

Starting Over Stronger | Divorce Survival and Recovery

What is Silver Divorce? Silver divorce refers to the split or separation of older couples who have been married for a long time. also called “silver or diamond splitters,” and the term refers to the hair color that older people often have. The term began to be used in the United States in 2004, but the practice had already been prevalent for about 20 years. Research shows that although the overall rate of divorce in the United States has declined over the past 20 years (until 2020), the divorce rate of people over 50 is on the rise. In episode 73, Financial Advisor, Russ Thornton, joins me on the Starting Over Stronger Divorce Survival & Recovery Podcast to discuss why Silver Divorce is the fastest growing age group facing divorce and what the primary concerns are for Silver Divorcees.Does living longer contribute to the rise in Silver Divorce? What effect does the rise in double income families contribute to this issue?We also touched on standard of living, equitable distribution, alimony / lack of career potential at advanced ages, retirement, QDROs, complicated and complex marital estates, pre-nups, post-nups and more.Tune in now if this affects you.Support the show (https://www.paypal.me/anniejallen)

The Nifty Show: Digital Collectibles and NFTs Podcast
This is a Job for SuperDoge! - Nifty Show #109 for Tuesday, Nov 16th

The Nifty Show: Digital Collectibles and NFTs Podcast

Play Episode Listen Later Nov 17, 2021 46:20


This is a Job for SuperDoge! - Nifty Show #109 for Tuesday, Nov 16th NFTs are branching out beyond collectibles and art to real-world utility. From patents and hotel exclusives to using your NFT as collateral for loans, it's getting interesting-er and interesting-er.  We're also pleased to welcome the one and only Superdoge to the show to talk about the animated cartoon series that we'll all be talking about soon. We're here to save the world, one NFT at a time, on our Nifty News episode #109 of The Nifty Show. Full show notes: Nifty.Show/109 SUBSCRIBE, RATE, & REVIEW: Podcasts: http://nifty.show/itunes Spotify: http://nifty.show/spotify Stitcher: http://nifty.show/stitcher Google Play: http://nifty.show/play iHeart: https://nifty.show/iheart YouTube: http://badco.in/youtube FOLLOW US ON SOCIAL MEDIA: Twitter: @BadCrypto - @joelcomm - @finallyaligned Facebook: /TheNiftyShow /BadCryptoPod /JoelComm LinkedIn: /in/joelcomm Instagram: @BadCryptoPodcast DISCLAIMER: Do your own due diligence and research. Neither Joel Comm nor Zach Comm are FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency. We make NO RECOMMENDATIONS. Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us. We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt. You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations.   See omnystudio.com/listener for privacy information.

Lancers Past
Mitch Walker, Longwood Basketball '84, Remembers Special Friend, Jerome Kersey

Lancers Past

Play Episode Listen Later Nov 16, 2021 37:45


Mitch Walker is featured in the third and final tribute to Longwood basketball legend Jerome Kersey.   Walker, who bonded with Jerome as a freshman on and off the basketball court, reflects on the traits and characteristics that made Kersey special.  Walker is a Financial Advisor for the Equitable Advisors Group and the First Deputy Director of Administration for Children's Services with the City of New York.   

The Steve Gruber Show
Craig Stiles, Increases, Increases, Increases!!

The Steve Gruber Show

Play Episode Listen Later Nov 16, 2021 8:30


Craig Stiles, Financial Advisor and Managing Director at Ameriprise Financial Services.

Easy Money Podcast with Don Anders
How to Rollover an Annuity or Life Insurance Policy Without Paying Taxes | 1035 Exchange Explained

Easy Money Podcast with Don Anders

Play Episode Listen Later Nov 15, 2021 3:14


Don Anders breaks down how a 1035 exchange works and how you can use the 1035 exchange to rollover an annuity or life insurance tax-deferred.#annuity #annuities

Path to Podcast Success
Brendan Frazier: The Human Side of Money

Path to Podcast Success

Play Episode Listen Later Nov 15, 2021 41:51


Brendan Frazier is the founder of Wired Planning, the host of The Human Side of Money podcast, keynote speaker and was named one of Investopedia's Top 100 Financial Advisors.Wired PlanningFind Brendan on LinkedIn

Reverse Mortgage News by HECMWorld
E696: Financial Advisor lists five ways to measure a reverse mortgage's effectiveness

Reverse Mortgage News by HECMWorld

Play Episode Listen Later Nov 15, 2021 7:40


Advisor lists five ways to measure a reverse mortgage's effectiveness Zillow to exit its home-buying business, cut 25% of staff Red-Hot Housing Market Drives Biggest Home-Equity Drawdown Since 2007

Shock Your Potential
We‘ve Done Hard Things Before - Krystalore Crews

Shock Your Potential

Play Episode Listen Later Nov 15, 2021 25:07


“We won't know what is if we don't reach outside our comfort zone.” Krystalore Crews Looking inward and developing a connection with self helps own our experiences and trust our capabilities. This is especially important when going through circumstances that require our input in order to move forward. Our guest today, Krystalore Crews, has gone through varied experiences in her military journey and says that strategic planning, goal setting, and mindset are paramount in any journey. She taps from her lessons to teach and guide others to navigate through the different hurdles they are facing in life.   Crews, MBA, ADC, is a People Strategist--Diversity & Inclusion Strategic Consultant, Certified Coach and Facilitator. Krystalore has spent the last 19+ years serving in the United States Air Force, and the last four years in strategic development and execution of diversity and inclusion programs in the US Government and Department of Defense. She has a Master's in Business Administration (MBA) with an Entrepreneurial concentration from Medaille College, and a Professional Certificate in Diversity & Inclusion from Georgetown University. Krystal Crews uses her personal experience overcoming obstacles and 19+ years as a military leader in the Air National Guard to engage employees. Krystalore continues to serve, leading an organization of 800 employees part-time with a strategic D&I program from strategy, communications, coaching, and training. She also oversees the strategic community engagement plan for the United States consisting of 90 other Practitioners. Additionally, she mentors and supports 14 Practitioners in the Northeast Region. She has prior diverse experiences as a Financial Advisor, Construction Project Manager, restaurant Corporate Trainer, Recruiter, Retention Manager, and Computer Engineer. Additionally, as an NFL Alumni Cheerleader, her clients will not get hours full of boring PowerPoint slides. Instead, Krystalore entertains and incorporates videos, interactive activities, team building, goal setting, and engagement to educate the audience. Based out of Louisville,KY, Krystalore operates as a Coach and Consultant as founder of The Crews Coach. Krystalore leads individuals and teams toward improving their emotional intelligence and inclusive leadership journey. Krystalore is an athlete and marathon runner. She is the Coach of the (National) Air National Guard Marathon Team, competing annually at the Air Force Marathon. The team has won first place of 12 teams 3 out of the last 4 years. Her leadership, stamina, determination, and resilience overcoming diversity and health challenges bring a unique perspective to relate to many challenges that many people are faced with. Krystalore spent the last 6 years organizing and leading local chapters for the National organization, Team Red, White, and Blue (RWB). The mission is to enrich the lives of Veterans through social and physical activity. Her mission as a military member and military spouse is to unite members of all services and wars to a common mission through awareness, connection, and engagement. Krystalore continues her coaching and consulting work virtually as she travels to support her husband's active career in the Army. Krystalore enjoys studying human behavior and engaging with people to communicate better in the workplace, but also at home with a spouse, family, friends, or children. It helps them grow not only professionally, but personally. She also released her new book: Your Krystal Clear Life Planner: A Woman's 90 Day Action Plan to Embrace Chaos and Live a Fulfilling Life is available on Amazon: Link here:  https://thecrewscoach.kartra.com/page/planner   Social Media Links LinkedIn: https://www.linkedin.com/in/krystalore-crews/ Facebook: https://www.facebook.com/krystalore/ Instagram: https://www.instagram.com/thecrewscoach/ The Crews Coach Business pages: Website: www.krystalorecrews.com Facebook: https://www.facebook.com/thecrewscoach I joined the military right after 911 with a friend of mine initially to pay for college but also for the things that were going on in the world. [4:00] We chose to go with the Air National Guard so that we can serve our community and go to school. [4:26] I found out that it really provided so much experience, education, camaraderie and community that I ended up falling in love with it and staying in. [4:45] In the last 19 years, I've had seven different positions and I just keep challenging and growing myself through those experiences. [5:01] What we do is we serve in the community that we live in where we do domestic operations and we have a federal mission as well. [6:10] Even though I work part time, technically, I wear that uniform inside my heart, mind and life and is very deep rooted in our core values. [8:08] As a servant leader, an airman, as a leader, I have to consistently hold on to the call to serve others before self. [8:37] I met my husband eight years ago and as a military spouse, I had to resign my fulltime active duty position, go part time and serve right with [9:47] The biggest thing when I think about my service and how it connects to me, being an entrepreneur is really just learning to trust myself, and reach outside my comfort zone. [11:25] My experience enables me to help my clients face difficult situations and really owning the trust of their experience and [12:18] Many a times we have to drown out those negative noises and really stay true to our passion, drive and our values. [14:08] Commercial Break. [14:55] Both of my businesses have a foundation of emotional intelligence and personal growth. [16:04] I think in order for us to show up in life, relationship and connect with other human beings, we have to be totally good with ourselves first. [16:15] My career has evolved so much over time, because the more I help mostly women, the more I learn how complicated human being we are. [16:52] What I found is that many times if people want to lose weight, it's much deeper than that and so I focus on everything about emotional intelligence and the human connection. [17:10] We just launched the cruise beyond limits and my husband is handling all the men's personal training. [17:52] I also found that the power of stretch, recovery, and Yoga has to be a really great part of our cross training and so I actually just brought on an affiliate cruise coach who is a yoga instructor. [18:16] My second business is inclusion culture where I have three other business partners doing consulting work on inclusion and diversity for four years now. [20:13] When COVID happened, we had to pivot really quickly to zoom and really learn how to facilitate group training over zoom. [20:43] We also have a foundation of emotional intelligence where we help leaders and companies discover within themselves so that they can make deeper connections and understand themselves. [21:07] With the new ways of working, people are getting comfortable at home and it's a whole other dynamic of what humans go through and grow through. [22:22] Our goal is really to drive that connection, not only with themselves, but with others, regardless of the situation. [22:45] Take each day as it comes and everyday as a blessing so live each day just your true potential and reach outside your comfort zone to see what's possible. [23:54] Sometimes we don't have to have all the answers or always be perfect, we just have to be willing to try. [24:16] ……………………………………. Thank you to our November Sponsor: Entrepreneur's Guide to Financial Well-Being or Wayne Titus Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That's exactly what it's like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.  Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur's Guide to Financial Well-Being.  With the right adviser at your side, you'll have the freedom to focus on what really matters to you. Get The Entrepreneur's Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.

Influential Entrepreneurs with Mike Saunders, MBA
Interview with David DeCelle President of Model FA – On a Mission to Serve Thousands of Financial Advisors Worldwide.

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Nov 12, 2021 22:15


David is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals.Learn More: http://www.modelfa.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-decelle-president-of-model-fa-on-a-mission-to-serve-thousands-of-financial-advisors-worldwide

Business Innovators Radio
Interview with David DeCelle President of Model FA – On a Mission to Serve Thousands of Financial Advisors Worldwide.

Business Innovators Radio

Play Episode Listen Later Nov 12, 2021 22:15


David is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals.Learn More: http://www.modelfa.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-decelle-president-of-model-fa-on-a-mission-to-serve-thousands-of-financial-advisors-worldwide

The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country

Hugh Hale / Managing Director & Private CFO of oXYGen Financial Savannah Hugh Hale began his career in the financial services industry in 1995 at United Lending Company and went on to become one of the Top Ten Branch Managers in the country within four short years. In 2000, Hugh became a Private Banking Consultant for First Union in Savannah, GA and two years later he accepted a position as Director of Private Banking at National Bank of Commerce. Hugh was recruited by AXA Advisors in 2004 and worked as a Financial Advisor and Partner in a detached office in Savannah. In 2010, Hugh achieved his ultimate goal which was to start his own business, Financial Architects of the Low Country, in Savannah, GA. (more…)

Future Rich
138 - Barbara - “Saving Money and Prioritizing What You Want"

Future Rich

Play Episode Listen Later Nov 12, 2021 47:18


Happy Friday, Future Rich fam! We have a really great episode this week with our excellent guest, Barbara! (Can you believe this is the first time we've had a guest named Barbara?!) One of her previous goals for 2021 was to meet with a Financial Advisor, and she's in luck! Barbara is a 39-year-old living in Miami, Florida, working as a Bankruptcy Attorney. She is a new mother to a #covidbaby and just started her new job three months ago. Barbara's primary focus is to get her retirement up, add more to her emergency fund and travel fund, and last but not least, save for a down payment! Listen to this episode to learn what Barbara's advice is for (guest) Barbara to speed up saving for her retirement and what a realistic timeline would be for her to put a down payment on her own property. Follow Future Rich to stay up to date and let us know what topics you'd like Barbara to cover more in-depth this season! instagram.com/futurerichpodcast facebook.com/planancial Enroll in our courses in partnership with SUNY Ulster at www.futurerichpodcast.com