Podcasts about financial consultant

Have you been thinking about where you wanna go next, but you aren't sure if you have the finances to do your dream life after corporate? Discover the secret to designing the life of your dreams with host Natalie Benamou and Lisa Sakai, Founder of One Vision Retirement and Bucket List Financial Planner. Whether you're contemplating a career pivot, exploring board service, or dreaming of starting a mosaic career, this episode will shift how you think about what's possible and how to fund it.3 Mindset + Money Shifts:✨ Let go of the word 'retirement' and embrace financial freedom. "I help women get to a place where they can do what they want, when they want and feel confident doing it.” – Lisa Sakai✨ You don't need all the answers, you need a plan that fits you. "Most women I work with are in the ‘I don't know yet' phase. That's exactly when we start building clarity.”-Lisa Sakai✨ Build your next chapter around what you truly value. "This isn't about copying what someone else is doing. It's about your vision and what lights you up."-Lisa SakaiLisa and Natalie are thrilled to be launching a Portfolio Career Program designed to help you move into your next chapter with clarity, confidence, and the right strategy.

Description: In this episode, Johnson Investment Counsel's managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value — even when the markets get messy.About Chad Maggard, Managing Director of Johnson Investment Counsel:Chad joined Johnson Investment Counsel in 2009 and is a Managing Director within Johnson Family Office Services. He is a shareholder of the firm and holds the Chartered Financial Analyst® (CFA®) designation. Prior to coming to the firm, he was a Financial Consultant for AXA Advisors, LLC.Disclaimer: Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

With Pam Prior, a bestselling author, speaker, and a virtual CFO for 20 years, finance becomes less of a headache and more of an empowering tool. With over three decades of executive experience, she has worked with Fortune 50 companies, private equity start-ups, and today's top influencers, bringing financial clarity to business owners across North America. Pam is known for her ability to simplify complex financial concepts, ensuring entrepreneurs understand their numbers without getting lost in accounting jargon.Beyond her financial expertise, Pam has a passion for making finance fun and accessible. Whether she's delivering engaging keynotes, coaching business owners, or offering straightforward tools to help them take control of their cash flow, her mission is clear: to eliminate fear around finances and help entrepreneurs thrive. Pam's approach is practical, energetic, and results-driven—giving businesses the financial confidence they need to scale and succeed.Join us in our conversation as Pam breaks down the importance of financial mindset and the practical steps entrepreneurs can take to manage their money with confidence. She shares insights on separating personal and business finances, setting up an LLC, and using “business levers” to forecast and make informed decisions. Tune in to hear Pam's inspiring journey, her strategies for overcoming financial shame, and her expert advice on building wealth for both personal and business success.To listen to the podcast and access the show notes and any other resources mentioned in this episode, visit us at www.legalwebsitewarrior.com/podcast.

Welcome to another episode ofHitting The Streets Podcast! Today, I'm joined by Chani M. Bergen, a Financial Consultant and Insurance Agent. Tune in to hear her story and how she started in the insurance business!Visit her website: https://www.newyorklife.com/agent/cmbergen

Mike Davis, Levi Moore and Producer Amanda welcome financial consultant Tommy Clark to talk crypto, finances, and geo politics "This Evening."

Matt Mulcock is a CFP® professional who spent five years as an Investment and Financial Consultant for one of the largest asset managers in the world before transitioning to Dentist Advisors in 2018. His expertise includes portfolio construction, investment management, retirement planning, insurance, debt management, and tax reduction. In addition to advising dentists across the country, he oversees advisor development and the implementation of service improvements. Matt is co-host of the Dentist Money™ Show podcast and author of the “Money Matters” blog.

BNPL: A Blessing or Budget Buster? With inflation on the rise, managing finances has become trickier than ever. Join hosts Harraz, Amirah, Aisyah, and Zuriati as they explore the world of Buy Now, Pay Later (BNPL) schemes. Are they a helpful financial tool or a hidden trap? In this episode, we're joined by Mr Ahmad Huzaifah Bin Ahmad Izuddin, a Financial Consultant from Phillip Wealth Planner, to break it all down. From practical budgeting hacks and saving tips to expert insights on navigating BNPL responsibly, we've got you covered. Packed with real talk and a sprinkle of humour, this conversation is your ultimate guide to staying money-smart in today's world. Don't just spend—learn how to spend wisely! Tune in now and take charge of your financial future. #BNPL #BudgetSmart #FinancialFreedom #MoneyMatters #InflationHacks #SpendingWisely

An Ennis-based financial consultant has hailed the decision to further decrease the rate of inflation to end the year, claiming energy prices have now levelled out. Inflation has been further curtailed in 2024, now sitting at 2.9%, largely in part to the stabilising of costs of oil and gas nationwide. Tommy Corbett from Carey Corbett Financial Solutions claims that 2025 is likely to see that number dip below 2% and continue to decrease in the following years. He says inflation is largely under control, but that it is dependent on the Eurozone and the actions of European Central Bank.

With 45 billion dollars under advisement, Innovest is one of the largest commercial Christian financial consultants in the marketplace. In Ep. 90, CEO and co-founder Rich Todd joined Jerry to talk about the evils of ESG, the way that Christians' money has been weaponized against them, and why it is imperative to have aligned companies helping Christian institutions with their portfolio construction. Financial consultants are different from financial advisors and asset managers in that financial consultants tend to work with ultra-high-net-worth individuals and with institutions. Their function is not generally to manage money but rather to work in the institutional space to help large investors decide who should manage their money. Todd talks about the powerful pressure towards the left and towards secularism in the finance industry. and how ESG & DEI have been the levers used to apply that pressure. Christians, including large Christian institutions, have naively entrusted their values decisions and their voices to people who despise everything they stand for. Todd also emphasizes that faith-alignment does not have to come at the cost of professional excellence or market returns.See omnystudio.com/listener for privacy information.

One of the biggest expenses in a doctor's career is tax, and so it's crucial to understand how to manage it effectively. That's according to Matt Homewood, Financial Consultant at the Bongiorno Group. In this episode he is joined by Nic Pereira, Accountant at the Bongiorno Group, who both insist it's important to operate within the law when claiming deductions, as penalties for crossing the line can be severe. They discuss the three rules for deductions: incurrence (ensure you personally incurred the expense); proof (keep detailed receipts or invoices); and relevance (deductions must be directly related to your current employment). Consulting a tax professional can maximise your deductions and ensure compliance with tax regulations, ultimately reducing your taxable income. MORE INFORMATION The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria and the Australian Dental Association Victorian Branch. For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/ This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.See omnystudio.com/listener for privacy information.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   Join host Chris Brodhead, MBA, on the "Ultra High Net Worth Clients Podcast" as he sits down with financial advisor Don Morgan. In this episode, Morgan shares his journey from corporate finance to founding Independent Wealth Connections. He offers valuable insights on strategic planning, innovation, and the importance of client fit in building a successful financial advisory practice. Tune in to learn how Morgan navigated challenges, embraced automation, and prepared for crises—all while maintaining a client-first approach. Perfect for advisors looking to elevate their practice. In this episode, Chris and Donald discuss: 1. From Free to Fee: Maximizing Client Interaction 2. From Wirehouse to Independence 3. The Importance of a Crisis Management Plan 4. Manage a Financial Planning Practice Like a Business LinkedIn: https://www.linkedin.com/in/donaldmorgan/  Company LinkedIn: https://www.linkedin.com/company/independent-wealth-connections/  Website: https://www.independentwealthconnections.com/  Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  https://instagram.com/ultrahighnetworthclients  TikTok: https://tiktok.com/ultrahighnetworthclients  YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast  Twitter: https://twitter.com/uhnwcpodcast  iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com  Work with us: https://famousfounder.com/fa  DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Lisa Sakai, Financial Consultant and co-founder of One Vision Retirement, shares her two biggest tips to getting your future financials in order.Hear Lisa's full interview in Episode 47 of Let's Talk Legacy.

Lisa Sakai, Financial Consultant and co-founder of One Vision Retirement, talks about getting her start in Hollywood, how "Bucket List Acceleration" is bridging the present with the future, the one surprising group that often gets left behind in legacy planning, why it's hard for people to be HONEST about their goals, and why goals for yourself AREN'T selfish, one area where Gen Z is headed for disaster, the two biggest tips to getting your future financials in order, and digging so deep you can touch the bottom of the ocean.

How are donors leveraging effective change beyond traditional pathways and norms? From shareholder activism to investment strategies and disinvestment campaigns, explore how foundations can be reshaped to be far more effective. Hosted by Jen Sokolove, Program Director, Compton Foundation. With: Lauren Embrey, President/CEO, Embrey Family Foundation; Tom Van Dyck, Senior Vice President and Financial Consultant, SRI Wealth Management Group at RBC Wealth Management; Jenifer Fernandez Ancona, Senior Director of Membership & Communications, Women Donors Network; Kristin Hull, CEO, Nia Global Solutions. Recorded Friday, October 17, 2014 at the national Bioneers Summit Conference in San Rafael, California.

Check out FYI FLI Episode 126 w/ Financial Consultant, Life Coach, and the Founder of Mind Over Matter Financials: Tyffani Newkirk!   In this episode, Hassan and Tyffani chop it up about:   - The connection between mind & money  - The benefits of credit card rewards    - Tips to feeling empowered with your financial situation   If you're looking to be motivated, educated, and entertained…this podcast is for you!

Send us a Text Message.On the latest episode of The Get Ready Money Podcast, I spoke with Jaslyn Ng, a Financial Services Director at Prudential Assurance Company about changing the way we think about money and taking a leap of faith. In this episode we discussed:Success simply means we are better than who we were yesterday.The importance of taking one step at a time.The value of insurance as your safety net.Why you need to be consistent and show up.Women can (and should) manage their money. The power of paying it forward. Jaslyn Ng is a Financial Services Director based in Singapore leading a team of 7 financial consultants. In 2017, Jaslyn walked away from a $250K pa remuneration in corporate HR with her last role being a Global HR Director to start all over again as a Financial Consultant. She was burnt out with her asthma and relapsed during those long hours of working. Her eldest daughter was diagnosed with a congenital heart condition at the same time. Fast forward to today, Jaslyn is not just a 7th-time MDRT member with 2 TOTs and 4 COTs under her belt. Jaslyn has spoken on more than 60 occasions on international, regional, and local platforms sharing her experience with fellow leaders and practitioners. She was also selected to share with 7500 pax at the MDRT Speaks segment at the MDRT Global Conference 2023. In 2022, Jaslyn was named the Winner of Regional Digital Agent/Leader of the Year in the 7th Asia Trusted Life Agents & Adviser Award spanning across 12 Asia countries. In 2023, Jaslyn was the finalist for the Regional Insurance Agent of the Year in the 8th Asia Trusted Life Agents & Advisers Award. In the same year, Jaslyn was named the Winner of the Elite Women of the Year 2023 awarded by Insurance Business Asia. Being a single mum of two children, it is Jaslyn's desire to help more women be financially independent. Since Covid days in 2020, Jaslyn has raised more than $50,000 through her own Charity Coffee Chats to help the underprivileged.  Connect with Jaslyn Ng:LinkedInBook Mentioned: Atomic Habits by James Clear

‘Family First' is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Active Advisor podcast, host Bryan Moore chats with Anthony Zanetti, Partner and Financial Consultant at Mardin Capital Group, a wealth management firm based out of Portsmouth, New Hampshire. Join us as we learn how to build a successful advisory around the ‘Family First' principle and adapt to the shift from a high-paying wholesaler job to an independent advisor. Anthony discusses different touchpoints related to retirement planning and financial advising. We cover the importance of keeping up to date with new software, the challenges of building trust with clients, and the benefits of active management in the industry. Anthony also shares his unique perspective and experiences, offering valuable insights to listeners.

In this episode I had the pleasure to sit down with Lisa Sakai, a Financial Consultant renowned for her expertise in Bucket List Acceleration. With over a decade of experience under her belt and as the co-founder of One Vision Retirement, Lisa has helped countless clients nationwide achieve their dreams. Her approach offers straightforward advice and actionable steps, making financial wellness and life fulfillment accessible to all. Join me and Lisa as we hop into the keys to living the life you want now. From overcoming financial challenges to prioritizing your goals, this conversation is packed with practical insights to inspire you on your journey towards fulfillment. Tune in for an empowering discussion that just might kickstart your path to a more vibrant, purposeful life! FOLLOW HER AT Website - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.onevisionretire.com/ Espeakers - ⁠https://speaker.innovationwomen.com/user/12369⁠ Facebook - https://www.facebook.com/onevisionretirement If you've found the Life With Francy podcast helpful Follow, Rate, & Review on Apple Podcasts Like this Show? Please Leave us a review here - even one sentence helps!  Post a screenshot of you listening on Instagram & Tag us so we can Thank you Personally! STAY IN TOUCH ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LINKTREE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠INSTRAGRAM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FACEBOOK⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ This conversation was thanks to Podmatch an amazing community for podcast guest and podcast host to make amazing collaborations like this one. Sign Up with Podmatch using this link or paste this URL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://community.podmatch.com/share/rp3hc8C55fs6bWwL⁠⁠ Support and Join my Patreon community at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://patreon.com/Lifewithfrancy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ DOWNLOAD my Transform your Mind workbook for FREE here >>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3mhiGQ9⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Hope you have a blessed day. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Support this podcast:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://anchor.fm/francelyn-devarie/support⁠⁠⁠⁠⁠⁠⁠⁠⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/francelyn-devarie/support

Connie Kuber of Connor AgriScience and Sealpro Silage Barrier Films talks with well-known dairy business financial consultant, John Ellsworth of Success Strategies. John, a regular DairyBusiness News contributor, discusses cash flow issues that many farms are experiencing and how to get through them.Connie and John cover the impact of inflation, feed costs, labor and supplier issues and diversification of the dairy farm. You can contact John Ellsworth at john@success-strategies.com with any questions you might have or go to success-strategies.com to learn more.

In this episode, we explore the secrets of financial success with Lisa Sakai, a seasoned Financial Consultant and co-founder of One Vision Retirement. Unveiling the principles of effective retirement planning, Lisa shares expert advice on achieving financial independence, the significance of Bucket List Acceleration, practical exercises for immediate implementation, and insights into wealth-building strategies and investment planning. Discover the roadmap to financial freedom through Lisa's easy-to-follow steps, empowering you to take control of your financial destiny and live the life you've always envisioned. Lisa Sakai, a trusted Financial Consultant with over 12 years of experience, brings her expertise to guide you through the complexities of financial planning.  Take charge of your financial future! Join us as we discuss actionable steps for Bucket List Acceleration and living your dream life now.

Sandy Fernandez who is Often referred to as the “Money Angel” is an Author, Financial Consultant, Clairvoyant, and energetic lightworker. As the President and Founder of "Karmic Currency" Sandy teaches “the energy behind business and finance”.Here's where to find more:@karmiccurrencywww.karmiccurrency.comwww.chakrasandmoney.com___________________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Register For Our FREE Credit Repair Business Masterclass: https://w.creditrepaircloud.com/free-training-cIsrael Cordova, founder of Cordova Financial, has helped thousands of people repair their credit and regain financial security. And best of all? He's made millions doing it! Today, he's here to share the remarkable story of how he built a 7-figure credit repair business from nothing after dropping out of school. He'll walk us through everything from learning about credit repair to attracting thousands of customers with clever marketing strategies. There will also be some invaluable tips for aspiring credit repair entrepreneurs in this episode, so you better stick around!Key Takeaways:00:00:00 Intro 00:03:50 Dropping Out of School & Getting Into Credit Repair00:09:30 Most Common Misunderstandings About Credit Repair 00:10:37 Helping the Spanish-Speaking Community with Credit Repair00:13:20 Keeping Client Engaged & Committed 00:16:54 Advice for People Looking to Start Their Own Business 00:18:33 Marketing Strategies & Attracting New Clients 00:25:13 Rapid Fire Questions00:26:42 OutroAdditional Resources:Check Out Israel's Coaching ProgramGet a free trial to Credit Repair CloudGet my free credit repair training  Secrets to Keeping Credit Repair Clients Hooked & Happy!Make sure to subscribe so you stay up to date with our latest episodes.

A job change is a big change, and it's one of those changes happening to people with greater frequency for a variety of reasons. For many of these job seekers and switchers, past and future employers offer some kind of retirement savings plan, meaning these job transitions come with decisions to make around retirement planning for those investing in them.Do you leave your 401(k) where it is? Roll it over to a new one? Open a new account and put the money in there? What are your other options? The right choice for your situation isn't always clear. This episode's guest, Sarah Buchardt, a corporate financial consultant and CERTIFIED FINANCIAL PLANNER™ professional at Schwab, will help us navigate these questions.To read the study Mark references on the connections between gratitude and a charitable mindset, check out "Gratitude, Finance, and Financial Gratitude Reminders in Charitable Giving: A Repeated Experiment Over Time" in Financial Services Review.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.​This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.A rollover of retirement plan assets to an IRA is not your only option. Carefully consider all of your available options which may include but not be limited to keeping your assets in your former employer's plan; rolling over assets to a new employer's plan; or taking a cash distribution (taxes and possible withdrawal penalties may apply). Prior to a decision, be sure to understand the benefits and limitations of your available options and consider factors such as differences in investment related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.The Schwab Center for Financial Research is a division of Charles Schwab & Co.There are certain eligibility requirements for working with a dedicated Financial Consultant. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(1223-3546)

A job change is a big change, and it's one of those changes happening to people with greater frequency for a variety of reasons. For many of these job seekers and switchers, past and future employers offer some kind of retirement savings plan, meaning these job transitions come with decisions to make around retirement planning for those investing in them.Do you leave your 401(k) where it is? Roll it over to a new one? Open a new account and put the money in there? What are your other options? The right choice for your situation isn't always clear. This episode's guest, Sarah Buchardt, a corporate financial consultant and CERTIFIED FINANCIAL PLANNER™ professional at Schwab, will help us navigate these questions.To read the study Mark references on the connections between gratitude and a charitable mindset, check out "Gratitude, Finance, and Financial Gratitude Reminders in Charitable Giving: A Repeated Experiment Over Time" in Financial Services Review.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.​This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.A rollover of retirement plan assets to an IRA is not your only option. Carefully consider all of your available options which may include but not be limited to keeping your assets in your former employer's plan; rolling over assets to a new employer's plan; or taking a cash distribution (taxes and possible withdrawal penalties may apply). Prior to a decision, be sure to understand the benefits and limitations of your available options and consider factors such as differences in investment related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.The Schwab Center for Financial Research is a division of Charles Schwab & Co.There are certain eligibility requirements for working with a dedicated Financial Consultant. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(1223-3546)

CEO of Clout Selling, Mike Weiss joins Camden and Otis to discuss sales, LinkedIn marketing, and share his entrepreneurial journey.  How can you communicate the cost of inaction to your audience?  Why should you stop trying to outsmart the algorithm?  And what can you do to use data more effectively in your sales and marketing process?  Mike, Cam, and Otis dive into all this and more on this fantastic episode!Thank you to our sponsors Evergood Adventure Wines and Tribe and Purpose!!- Order your lemon wine at  https://www.evergoodadventurewines.com/buy-online/              DISCOUNT CODE “CAM-OTIS” for 20% off your order!!- Learn how The Green Beret Leadership Program can help your business:  https://findyourpurpose.coach/GBLP/ More about Mike:Mike Weiss spent more than 30 years in Financial Services having raised more than $100,000,000 and served as a Financial Consultant to thousands of Clients. Additionally, Mike Co-founded (and later sold) GreenTrack, a leading financial and tax reporting company that was responsible for tracking more than $26 Billion in assets. From Finances to Digital, Mike transitioned to a career in Digital Marketing and, Co-founded (and later was bought out) NeuroGym. In less than 16 months, the company went from $100,000 per year to more than $2,000,000 acquiring over 7,000 customers in 80 countries. In 2012, Mike was chosen top four (out of four-hundred) for Infusionsoft's, “Marketer of the Year.”  Mike recognized early on in the financial industry that customer education and results were the keys to success. Then, after his move to Digital Marketing, this became his, “Mantra.” In the years that followed, Mike Weiss has become recognized as one of the, “Top Guns” in Digital Education and Technology with a specialization in client engagement, e-learning, online marketing and sales, digital badging and gamification.  Mike formed Client Engagement Academy which has designed, built and manages more than 30 “Cutting Edge” EdTech Platforms for many of the Digital Marketing Leaders in the industry. When he's not, “Breaking New Digital Ground,” Mike spends time with his soulmate, Carolyne, and their family. They have a powerful spiritual practice and work toward helping others to treat all relationships with humanity and dignity.Mark DonniganPersonal LinkedIn: https://www.linkedin.com/in/mikeweiss/Website: https://cloutselling.com/   https://clientengagementacademy.com/

With over 70 million freelancers in the U.S., freelancing obviously appeals to a lot of workers and offers a lot of benefits to those who wish to work for themselves. However, it doesn't offer a 401(k) program, and that means saving for retirement is not as easy as filling out a form and giving it to HR. In fact, freelancers are essentially their own HR department, and that adds some complexity.On this episode of Financial Decoder, host Mark Riepe speaks with Susan Hirshman, a director of wealth management for Schwab Wealth Advisory and the Schwab Center for Financial Research. They discuss the challenges freelancers face in their financial lives, as well as the options they have to invest for retirement and get the most out of their savings.To read the study Mark references about the effect of visualization on risk-taking, Check out "Imagining Risk Taking: The Valence of Mental Imagery Is Related to the Declared Willingness to Take Risky Actions" in the Journal of Behavioral Decision Making.Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.​This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab CorporationThe Schwab Center for Financial Research is a division of Charles Schwab & Co.There are certain eligibility requirements for working with a dedicated Financial Consultant. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.1123-3WNB

With over 70 million freelancers in the U.S., freelancing obviously appeals to a lot of workers and offers a lot of benefits to those who wish to work for themselves. However, it doesn't offer a 401(k) program, and that means saving for retirement is not as easy as filling out a form and giving it to HR. In fact, freelancers are essentially their own HR department, and that adds some complexity.On this episode of Financial Decoder, host Mark Riepe speaks with Susan Hirshman, a director of wealth management for Schwab Wealth Advisory and the Schwab Center for Financial Research. They discuss the challenges freelancers face in their financial lives, as well as the options they have to invest for retirement and get the most out of their savings.To read the study Mark references about the effect of visualization on risk-taking, Check out "Imagining Risk Taking: The Valence of Mental Imagery Is Related to the Declared Willingness to Take Risky Actions" in the Journal of Behavioral Decision Making.Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Investing involves risk, including loss of principal.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.​This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab CorporationThe Schwab Center for Financial Research is a division of Charles Schwab & Co.There are certain eligibility requirements for working with a dedicated Financial Consultant. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.1123-3WNB

Most people look forward to retirement—after all, most of us save money during our working lives to fund our golden years when we'll have more time to do what we enjoy. However, it's hard to do detailed planning if you haven't pinpointed, at least approximately, what you want to achieve in retirement. In other words, the first step for retirement planning is to imagine what you want your retirement to look like. Without a vision or goal, you can't make an effective plan. Once you take this first step of visualization, you can start to take more concrete steps to make it happen.On this episode of Financial Decoder, host Mark Riepe speaks with Patrick Means, vice president and branch manager at Schwab. They discuss a series of concrete steps that are included on what we call the pre-retirement checklist. In other words, what do you need to take care of in the handful of years, months, and days before you retire?To hear more about the power of checklists, listen to the Choiceology episode "A Successful Failure."To read the study Mark references about active and passive risk taking, Check out "Differentiating Passive from Active Risk Taking: The Role of Self-Control and Time Perspective" from the Journal of Behavioral Decision Making. Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvesting involves risk, including loss of principal.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.​This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.There are certain eligibility requirements for working with a dedicated Financial Consultant. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Android is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.Spotify and the Spotify logo are registered trademarks of Spotify AB.[1123-3LYP]

Most people look forward to retirement—after all, most of us save money during our working lives to fund our golden years when we'll have more time to do what we enjoy. However, it's hard to do detailed planning if you haven't pinpointed, at least approximately, what you want to achieve in retirement. In other words, the first step for retirement planning is to imagine what you want your retirement to look like. Without a vision or goal, you can't make an effective plan. Once you take this first step of visualization, you can start to take more concrete steps to make it happen.On this episode of Financial Decoder, host Mark Riepe speaks with Patrick Means, vice president and branch manager at Schwab. They discuss a series of concrete steps that are included on what we call the pre-retirement checklist. In other words, what do you need to take care of in the handful of years, months, and days before you retire?To hear more about the power of checklists, listen to the Choiceology episode "A Successful Failure."To read the study Mark references about active and passive risk taking, Check out "Differentiating Passive from Active Risk Taking: The Role of Self-Control and Time Perspective" from the Journal of Behavioral Decision Making. Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvesting involves risk, including loss of principal.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.​This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.There are certain eligibility requirements for working with a dedicated Financial Consultant. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Android is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.Spotify and the Spotify logo are registered trademarks of Spotify AB.[1123-3LYP]

Recent interest rate increases have inflated the cost of debt, which can have a profound effect on individuals carrying a mortgage on their home but also approaching retirement. Is it beneficial to pay off the mortgage prior to retirement or to continue to make your normal payments of interest and principal each month? Are there other forms of debt that should take priority over a mortgage? As retirement approaches, decisions regarding debt can seem overwhelming, and it's important to consider your individual situation.On the Season 15 premiere of Financial Decoder, host Mark Riepe speaks with Rob Williams, managing director of financial planning, retirement income, and wealth management at the Schwab Center for Financial Research. They explore the potential benefits and drawbacks of paying off a mortgage early and how that might affect your portfolio leading into retirement. You can also check out the article "Should You Pay Off a Mortgage Before You Retire?" and other retirement content on Schwab's Insights & Education site.Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvesting involves risk including loss of principal.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.There are certain eligibility requirements for working with a dedicated Financial Consultant.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Android is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.Spotify and the Spotify logo are registered trademarks of Spotify AB.(1023-3ER2)

Recent interest rate increases have inflated the cost of debt, which can have a profound effect on individuals carrying a mortgage on their home but also approaching retirement. Is it beneficial to pay off the mortgage prior to retirement or to continue to make your normal payments of interest and principal each month? Are there other forms of debt that should take priority over a mortgage? As retirement approaches, decisions regarding debt can seem overwhelming, and it's important to consider your individual situation.On the Season 15 premiere of Financial Decoder, host Mark Riepe speaks with Rob Williams, managing director of financial planning, retirement income, and wealth management at the Schwab Center for Financial Research. They explore the potential benefits and drawbacks of paying off a mortgage early and how that might affect your portfolio leading into retirement. You can also check out the article "Should You Pay Off a Mortgage Before You Retire?" and other retirement content on Schwab's Insights & Education site.Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvesting involves risk including loss of principal.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.There are certain eligibility requirements for working with a dedicated Financial Consultant.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Android is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.Spotify and the Spotify logo are registered trademarks of Spotify AB.(1023-3ER2)

Rich Shiu is a multifaceted professional with an impressive track record. His career has spanned roles as a Wall Street Trader, Financial Consultant, Real Estate Developer and Broker, as well as Principal at Palatine Asset Management, his own Private Equity Firm. Rich is the epitome of a renaissance man, always onto the next big thing. In our conversation, we delve into his diverse life experiences, exploring how he's crafted his dream life. Rich has an adventurous spirit that's evident in his passions for sailing catamarans, kite surfing, snowboarding, and even competing in Brazilian Jiu-Jitsu.

In this enlightening episode of The Great Friends Podcast, host John Wheeler sits down with Christin Trujillo, a financial powerhouse and Partner at Maven, who specializes in guiding aesthetic, dental, and healthcare practices, as well as small businesses, towards financial success. With experience in consulting for Fortune companies and a lineage of four generations of small business owners, Christin provides invaluable insights into Profit & Loss statements, margins, and overhead costs. This episode is a must-listen for med spa owners and leaders, promising not just theories but actionable steps for understanding and improving your financial health. Learn how to identify "bloat" in your P&L, allocate budgets effectively, and get a clear roadmap for your practice's financial future. Off the clock, Christin is a dedicated mom who enjoys nature walks and brunch hunts. Tune in to gain from her unpretentious and relatable approach to financial management. LEARN MORE AND JOIN THE ALPHA COMMUNITY: https://www.partnerwithalpha.com/ FOLLOW ALPHA AESTHETICS PARTNERS: https://www.instagram.com/partnerwithalpha/ https://www.linkedin.com/company/alpha-aesthetics-partners/ FOLLOW JOHN WHEELER: https://www.linkedin.com/in/wheelerjohn https://www.instagram.com/johnwheeler.alpha FOLLOW CHRISTIN TRUJILLO: https://www.linkedin.com/in/christinmlang/ https://www.instagram.com/christinlangtrujillo/  

Is it ever too early or too late to start experiencing your bucket list? According to Lisa Sakai, Founder/Financial Consultant, One Vision Retirement, the answer is a resounding no. Whether you're in your 20s, your 60s, or someplace in between, there's no time like the present to start manifesting your dreams into reality. Today on HerCsuite® Radio, Lisa shares valuable insights on how to turn your 'someday' into tangible goals that you can start achieving today3 Tips to Create Your Bucket List:1. Visualization is Key: Start Dreaming BigOne of the most powerful tools you can use when creating your bucket list is to imagine what you want to do and when. Start by thinking about about what makes you happy. 2. Baby Steps Matter: Get Started With Small GoalsIt's important to remember that progress no matter how small is important. "Taking baby steps is so powerful." It's okay if you're not able to create a comprehensive bucket list all at once. Start small, and gradually work your way up to creating the big ideas.3. Start Planning Now: Don't Wait Until You RetireThe best way to start is reframing what a bucket list is and when it takes place. Reframe your mindset from waiting to retire to living out your dreams at every life phase."People need to be able to dream, not just in retirement, but dream now and take action now." The sooner you start planning, the sooner you can start turning your dreams into reality.Creating a bucket list is not just about setting goals for the future; it's about learning to live in the present and make the most out of every moment. As Lisa Sakai says, "Stop saying 'someday' and start living your dreams today." So why wait? Start creating your bucket list now, and unlock the life you've always dreamed of living.Thank you Lisa Sakai for being a featured guest today! This podcast is sponsored by HerCsuite® NEXT program where Lisa will be a featured speaker on December 1st. Wherever you are in your career journey, we have a program for you and can point you in the right direction to live your dreams. Find out more hereAbout Lisa SakaiLisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and getting to live the life they want now. As the co-founder of One Vision Retirement, she has been working with clients across the country for over 12 years. Lisa's advice provides easy-to-understand, logical steps and exercises that people can take action on right away.ResourcesOne Vision RetirementLisa Sakai on LinkedInHerCsuite®HerCsuite® on LinkedInNatalie Benamou on LinkedIn

Financial Consultant, Carrie Hodge, shares how students and parents can financially prepare for college or other post-high school education. 

Today's financial landscape is more complex than ever, encompassing a huge range of investment opportunities. Yet, the advancement of technology has made moving money easier and faster than ever before. While some investors enjoy making financial decisions on their own, this can be an overwhelming experience for others. Many people want to hire a financial advisor to assist in their financial decision-making. But how do you go about finding the right advisor to achieve their goals? How do you get started?On this episode of Financial Decoder, Mark speaks with Bryan Olson, head of Investor Advice Solutions at Schwab and president of Schwab Wealth Advisory™. They discuss the reasons why someone might seek a financial advisor, the different designations of advisor, what questions to ask a potential advisor, and how to find the right one for you.Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvesting involves risk including loss of principal.There are certain eligibility requirements for working with a dedicated Financial Consultant.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.This content is made available and managed by Charles Schwab & Co., Inc. ("Schwab"). The purpose of this information is to educate investors about working with an independent Registered Investment Advisor (RIA). The RIAs and their representatives featured here use Schwab Advisor Services for custody, trading, and operational support. Inclusion should not be construed as a recommendation, an endorsement, or a sponsorship by Schwab. Many independent RIAs and other financial services professionals receive compensation for services in a variety of ways. It is the responsibility of each investor to determine which method of compensation offers the lowest total costs and best serves the interests and needs of the investor.Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Android is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0823-3JN1)

Today's financial landscape is more complex than ever, encompassing a huge range of investment opportunities. Yet, the advancement of technology has made moving money easier and faster than ever before. While some investors enjoy making financial decisions on their own, this can be an overwhelming experience for others. Many people want to hire a financial advisor to assist in their financial decision-making. But how do you go about finding the right advisor to achieve their goals? How do you get started?On this episode of Financial Decoder, Mark speaks with Bryan Olson, head of Investor Advice Solutions at Schwab and president of Schwab Wealth Advisory™. They discuss the reasons why someone might seek a financial advisor, the different designations of advisor, what questions to ask a potential advisor, and how to find the right one for you.Follow Financial Decoder for free on Apple Podcasts or wherever you listen.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.If you enjoy the show, please leave us a rating or review on Apple Podcasts. Important DisclosuresInvesting involves risk including loss of principal.There are certain eligibility requirements for working with a dedicated Financial Consultant.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions.Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.This content is made available and managed by Charles Schwab & Co., Inc. ("Schwab"). The purpose of this information is to educate investors about working with an independent Registered Investment Advisor (RIA). The RIAs and their representatives featured here use Schwab Advisor Services for custody, trading, and operational support. Inclusion should not be construed as a recommendation, an endorsement, or a sponsorship by Schwab. Many independent RIAs and other financial services professionals receive compensation for services in a variety of ways. It is the responsibility of each investor to determine which method of compensation offers the lowest total costs and best serves the interests and needs of the investor.Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Android is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0823-3JN1)

Special Guest episode with Licensed Financial Consultant Stephany Gutierrez. This episode covers topics such as women in the financial industry, financial education, networking and women's relationship with money. 

High interest rates, unemployment, and financial anxiety have become pervasive in today's society. However, through this insightful conversation, our very own Terry Steen, a Financial Consultant and Former Executive Pastor shares his expertise and intertwines it with biblical principles to provide practical solutions to financial challenges.  Brian and Dan ask Terry the money questions that are on everyone's mind.This episode covers the purposes of money as outlined in the Bible: meeting basic material needs and helping others in times of need, as well as addressing problems associated with money.   Mortgages, credit card debt and get-rich-quick schemes are tackled with practical ways to avoid them.Terry highlights the godly principles of money, emphasizing the significance of tithing, being content with what we have, and investing wisely.  If you're seeking guidance on managing your finances in a God-centered way, this episode is a must-watch. Join us as we explore biblical wisdom and practical advice that can help you navigate inflation and the economy with confidence and faith. Subscribe to our channel and visit our website to stay connected and receive further insights on financial matters.Support the showFearless Faith Websiteffaith.orgTo leave a review - Open Finish Strong on the Apple Podcast app and scroll down until you see "Ratings & Reviews". There will be a link to click so that you can "Write A Review"FacebookYouTubeInstagram

Lisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and getting to live the life they want now. As the co-founder of One Vision Retirement, she has been working with clients across the country for over 12 years. Lisa's advice provides easy to understand, logical steps and exercises that people can take action on right away.www.onevisionretire.comwww.onevisionretire.com/resourceshttps://www.linkedin.com/in/lisasakai/Let's Connect:@HappenstanceThePodcast@CareerCoachCassieHappenstance the Playlist

The fear of being judged keeps too many people from doing the thing. But what if you put yourself on exhibit to discover the power of self-motivation and resilience? I had a great conversation with Matt to learn how doing something unknown and somewhat scary helped him overcome fear. As a financial consultant, he lived a predictable, comfortable life. But after years of setting aside his ambitions to build a financial consulting business, Matt was craving something new. He wanted to overcome fear and step out of his comfort zone. Would stand-up comedy be the right outlet for him? Here's what pushed Matt to sign up for improv and comedy classes and what he learned from his first stand-up comedy show. 

Get ready to meet Lisa Sakai, a financial advisor on a mission to empower female professionals and their families. In this episode, we delve into Lisa's diverse career journey, from Hollywood to education and insurance, until she discovered her true passion: providing financial advice and planning. Specializing in Bucket List Planning, Lisa helps her clients optimize their finances to enjoy the lifestyle they love.   With a servant's heart and a teacher's mind, Lisa is always there for her clients, even when they think they don't need her. Her remarkable ability to simplify complex financial concepts and make them easily understandable sets her apart.   Not only is Lisa a trusted financial advisor, but she is also a past president of the Mission Viejo Chamber of Commerce. Outside of her professional pursuits, Lisa has a passion for theater, trail running, cooking, reading, and exploring new places. She's even taken up kickboxing, spin classes, and is relearning how to play the piano.   Join us as we uncover Lisa's inspiring journey and learn how she can help you navigate your financial path with clarity and confidence. Get ready to take control of your financial future and love the lifestyle you deserve. Website: https://www.onevisionretire.com Guest Bio: Lisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and getting to live the life they want now. As the co-founder of One Vision Retirement, she has been working with clients across the country for over 12 years. Lisa's advice provides easy-to-understand, logical steps and exercises that people can take action on right away.   ___________________ Subscribe to this podcast and download your favorite episodes to listen to later: Apple  Spotify RSS Feed  ___________________   ⚕️ Are you a woman healthcare professional struggling to juggle everything in your personal and professional life?  

In this episode of T-Wolf talk, Five Rings Financial Consultant, Brandi Walker-Tafoya, talks about the upcoming finance workshops she plans to host here in Pueblo to educate the basics of money management. 

My guest is Lisa Sakai, a Financial Consultant who works with clients on Bucket List Acceleration. As the co-founder of One Vision Retirement, she has been working with clients across the US for over 12 years.Lisa's advice provides easy to understand, baby steps that people can take action on right away.We talk aboutLisa's journey on how and why she became a financial planner, This story is important for you to hear because Lisa was scared and ignorant of finances before thatat what point in life most women come to her for bucket list planninghow her approach helps women have a better retirement, not financially but in generalwhat tool she uses when people, especially women, have a hard time knowing what they really want, what their bucket list goal would bewe talk about retirement and why some people say they never want to retire and others would want to retire on the spotWhy finding the right financial planner is so importantand much moreClick here for the full shownotesFrom Chaos to Peace Consulting Inc - https://connygraf.comSchedule a complimentary ConsultationConnect with me on LinkedInGet to know the more private me on Instagram orLike and Follow my Facebook Page

Zoe Abbott is a Financial Consultant, Entrepreneur and leader in the Financial Services Industry. Through education and non-judgemental but honest consulting, Zoe has helped thousands of families across the nation eliminate over 50 million dollars of debt while also assisting them to secure their financial future through investments, savings and insurance plans. Zoe is consistently working to expand across all areas of her life both personally and professionally. This past year Zoe has been on a health journey. She took her knowledge of having built a multiple six-figure income level business and applied those tools to health and fitness. She has lost over 160 pounds and transformed her relationship with her body. Zoe Abbott is passionate about helping others achieve financial security and ultimately the happiness that comes with having the freedom to explore passions and enjoy life now and into the future. Website - https://thezoeabbott.com Instagram - https://lnkd.in/dRqeGem

After a brief hiatus, we are back! Sarry Ibrahim's business is to help high net worth individuals, real estate investors, business owners and retirees grow and protect their wealth predictably and safely. As a Financial Consultant, Health and Life Agent, Sarry has cultivated a reputation for putting his clients first, no matter what. He prides himself on attending all client meetings without expectations or preconceived ideas to ensure that he is solving his client's problems. Thank you, Sarry, for today's episode!

The fear of being judged keeps too many people from doing the thing. But what if you put yourself on exhibit to discover the power of self-motivation and resilience? I had a great conversation with Matt to learn how doing something unknown and somewhat scary helped him overcome fear. As a financial consultant, he lived a predictable, comfortable life. But after years of setting aside his ambitions to build a financial consulting business, Matt was craving something new. He wanted to overcome fear and step out of his comfort zone. Would stand-up comedy be the right outlet for him? Here's what pushed Matt to sign up for improv and comedy classes and what he learned from his first stand-up comedy show.

Welcome to the 1,116th episode of the Arete Coach Podcast, hosted by Severin Sorensen and featuring special guest Professor Ron Greenwood. Ron is a distinguished figure with a broad and impressive career history, including serving as a Vistage Chair, Professor Emeritus at the University of Alabama - Huntsville, Financial Consultant, and president of L D R Systems, L L C. He has also held high-level executive positions at General Electric Corporation, NASA, and Nichols Research Corporation. During the interview, Ron shares his life journey spanning four careers in engineering, space, business, academia, and executive coaching, all driven by his passion for lifelong learning and commitment to making a positive impact. The episode is aptly titled "Four Careers, One Outcome: Contribution and Significance," and is a testament to Ron's wisdom, caring, and sharing that he brings to his Vistage Chair practice in Huntsville, AL. Ron holds bachelors, masters, and PhD degrees in Mechanical Engineering from Virginia Tech, where he also worked at the NASA Langley Research Center. His passion for learning, curiosity, and excellence has helped him seize opportunities throughout his life, including serving as President for one of General Electric's industrial space divisions, where he learned valuable lessons from Jack Welch about the importance of selecting the right people and cultivating a shared sense of purpose. In addition to exploring Ron's professional achievements, the interview delves into his personal values, including his ethical decision-making and strong faith in God, which he balances with his intellectual pursuits. As a host, I found the conversation to be both refreshing and inspiring, highlighting Ron's dedication to excellence, contribution, humility, and making a difference in the world. Join us in this enlightening conversation with Professor Ron Greenwood. The Arete Coach Podcast seeks to explore the art and science of executive coaching. You can find out more about this podcast at aretecoach.io. This episode was produced on 24 February 2023. Copyright © 2023 by Arete Coach™ LLC. All rights reserved.

In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future.