Podcasts about financial planners

There's one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you are at financial planning. It's your ability to make decisions quickly. In this episode, we're talking about why advisors tend to overthink business decisions, how that slows your growth, and the simple framework I use to help advisors make decisions faster without being reckless.  In this episode you will learn:Why your financial advisor mindset might actually be slowing you down as a CEO.How faster decision-making creates momentum, better judgment, and more confidence over time.The Two-Question Rule for knowing when to make a decision quickly and when to slow down.How to use the 80% Rule to stop waiting for perfect information and finally make the call.You don't need to make perfect decisions—you need a framework that helps you make more good decisions, learn quickly, and keep moving. I'll also give you a simple seven-day decision sprint to help you put this into practice and start building your decision-making muscle immediately. Register for The Efficient Advisor x Quin: Workflow Show and Tell HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

We said we'd do it, we're rewatching the Sixers Celtics playoff series from April and May. Today we look back on Games 1 and 2. Then we discuss LeBron's connection to Dodgers owner Mark Walter reported earlier this week by Bloomberg. Watch the Sixers vs. Celtics series this way: https://www.rightstorickysanchez.com/p/the-sixers-vs-celtics-playoff-rewatchJoin the Bark In The Park team and get the Rebel shirt here: https://secure.qgiv.com/event/bitp26/team/1043142/The Rights To Ricky Sanchez is presented by Draft KingsAnthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversationBriggs Auction is the official auction of The Ricky at briggsauction.comGet 20% off Verb Energy bars with code RTRS and the VERB starter pack at https://verbenergy.com/rickySurfside Iced Tea and Vodka is the official canned cocktail of The RickyBet with DK Sportsbook: Gambling Problem? Call one eight hundred GAMBLER, one eight hundred MY RESET. Connecticut: call eight eight eight seven eight nine seven seven seven seven, visit CCPG dot org. On behalf of Boot Hill Casino in Kansas. Bet tax pass-through may apply in Illinois. Twenty one plus. Void in Canada. Event contract trading with DraftKings Predictions involves risk of loss. Availability varies. Predictions offer void in New York. Bet to get Bonus bets that expire in seven days. Trade to get Predictions Dollars that expire in one year. Fifty dollars in rewards issued every seven days via click to claim for twenty-one days. One non-withdrawable reward redeemable. Terms at d k n g dot c o slash offer. Limited time offer. Nationwide based on Sportsbook, Predictions, and Free-to-Play Sports Contest availability. Varies by State.

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constrained?

In this episode of the Banking With Life Podcast, James sits down with his friend Harry to discuss his journey practicing the Infinite Banking Concept® and his desire to stop paying interest to the banks. Harry shares how he and his family have used their policies to finance vehicles, home improvements, a wedding, and other expenses while building greater financial control. As always, we hope you enjoy the episode, and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this episode, we're talking about something that might feel a little uncomfortable for advisors who love spreadsheets, checklists, and action plans—but it may be one of the most important conversations you'll have all year. Libby sits down with author, speaker, and former financial advisor Ellen Rogin to explore what abundance really looks like inside an advisory practice. From the way you think about money to the energy you bring into client meetings, Ellen shares how shifting from scarcity to service transformed her career and helped her build a thriving practice rooted in generosity, gratitude, and genuine connection.In this episode you'll learn: Why abundance isn't just a mindset buzzword—and how it directly impacts referrals, growth, client trust, and business successHow to identify scarcity thinking in your practice (even when you don't realize it's there) and replace it with more empowering beliefsThe role your own money story plays in how you advise clients, lead your team, and make decisions as a business ownerSimple daily habits that can help you create more space, clarity, generosity, and abundance in both your business and personal lifeIf you've ever found yourself chasing the next strategy, comparing yourself to other advisors, or feeling like success is always just out of reach, this episode is your invitation to pause and look inward. Because sometimes the biggest breakthrough isn't another tactic—it's learning how to operate from a place of abundance instead of scarcity. And as Ellen shares, when you focus on helping others win, amazing things tend to happen in return.Connect with Ellen HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

We go deep into the mailbag, with just a LOT of topics, Sixers and otherwise. And we also discuss how the Sixers will handle back to backs. Get Eliza Hardy Jones' dad's book here: https://www.barnesandnoble.com/w/a-mother-for-america-charles-hardy-iii/1150194296?terms=free-shipping The Rights To Ricky Sanchez is presented by Draft KingsAdam Ksebe is the official realtor of The Ricky at 302-864-8643 or https://www.buyindelaware.com/Anthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversationLL Pavorsky Jewelers is where Rights To Ricky Sanchez listeners go and get engaged.Surfside Iced Tea and Vodka is the official canned cocktail of The Ricky

In this nineteenth installment, we've compiled clips from the Banking With Life Podcast focused on controlling your money. James and his guests discuss the importance of controlling the banking function, putting your money to work, and creating greater financial flexibility through the Infinite Banking Concept®. As always, we hope you enjoy the episode, and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very things holding talented financial advisors back from building the business they truly want. Drawing from more than 25 years in the industry, her own experience investing in high-level coaching, and years of working with hundreds of advisors, she challenges listeners to stop searching for more information and start becoming the kind of leaders who consistently execute. If you're ready for an honest conversation about what's really standing in your way, this episode is for you.In this episode, you'll learn:Why your biggest challenge probably isn't a lack of information, but a lack of consistent implementation—and how to finally bridge that gap.The difference between buying information and investing in accountability, proximity, and environments that create lasting transformation.Why many advisors unknowingly try to solve million-dollar business problems with transactional solutions, and what it takes to break that cycle.How shifting your identity from someone who starts to someone who finishes can completely change your business, your leadership, and your results.If you've been feeling stuck despite reading the books, attending the conferences, and buying the courses, this episode offers a refreshing perspective on what actually creates lasting change. Sometimes the next breakthrough isn't found in learning something new—it's found in finally implementing what you already know.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

EncycloMedia #39 Policy Rating for Infinite BankingIn this installment of the EncycloMedia Series we discuss policy rating and its implications on whole life insurance ownership particularly for Infinite Banking.RESOURCES MENTIONED:EMS - Convertible Termhttps://bit.ly/ConvertibleTermEMS - Human Life Valuehttps://bit.ly/EMSHumanLifeValue⚔️ LIVE & LEAVE A LASTING LEGACY

We sat down with Richard Lavina, Co-Founder and CEO at Taxfyle, to learn how his firm provides RIAs with the infrastructure to incorporate tax preparation services into their business. Richard discusses how offering tax services can help advisors scale, retain clients, and differentiate their practices.

Money Memo #19 Austrian Economics & Infinite BankingIn this installment of the Money Memo Series I share a recent book I got from the Mises Institute to continue my own study and application of Austrian Economics through the Infinite Banking Concept as discovered by R. Nelson Nash. ⚔️ LIVE & LEAVE A LASTING LEGACY

Relebogile Mabotja speaks to Ntombizamasala Hlophe, chief marketing officer at Momentum Corporate, and Anri Armer, a Momentum Financial Planner, about the financial reality of starting a family. From fertility treatment and healthcare to childcare, career breaks, retirement savings and protecting your income, they unpack the often overlooked financial implications that extend far beyond nappies and school fees, and how women can better prepare financially for one of life's biggest milestones. Broadcaster veteran Relebogile Mabotja brings a fresh, relaxed take on the issues of the day, alongside lifestyle talk and all things entertainment. Thanks for listening. Catch the Afternoons with Relebogile Mabotja live on 702 weekdays from 1 pm to 3 pm (SA time). Find more from the show and catch-up podcasts on the Primedia+ app https://buff.ly/gk3y0Kj Subscribe to the 702 newsletters for more https://buff.ly/v5mfetc Let’s keep the conversation going online: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees. If you've ever looked at your client list and realized your fee schedule has evolved over the years into something inconsistent, you're not alone. In this very candid conversation, Libby sits down with advisor Todd Lester to discuss how he tackled a firm-wide fee increase after more than 30 years in the business. Todd shares the mindset shifts, compliance considerations, communication strategies, and surprising results that came from finally aligning his fees with the value his firm provides.In this episode, you'll learn:Why inconsistent fee schedules create both compliance concerns and fairness issues across your client base, and how to recognize when it's time to make a change.How Todd delegated fee increase conversations to a trusted team member, why that approach worked so well, and what advisors can learn from using a third-party communicator.The biggest fears advisors have around raising fees, why those fears are often exaggerated, and how clients actually responded when presented with the changes.The remarkable outcome of Todd's fee increase project, including the recurring revenue added to his practice, the clients he retained, and the lessons he'll carry into future pricing decisions.If you've been putting off reviewing your fee schedule because the conversation feels uncomfortable, this episode will give you both the confidence and the practical ideas to move forward. You'll walk away with a fresh perspective on pricing, value, and why charging appropriately isn't just good for your business—it's also part of serving clients fairly and sustainably.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Send us Fan Mail“I can't promise that we'll ever be rich, and I can't promise that we'll ever be famous. I can promise that if you marry me, you'll live an interesting life”. It's been 50 years, and I think I've delivered on my promise. If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Family Banking Ep. #11: Starting a Family FarmIn this episode of our Family Banking Series we share an inside look at our family banking lifestyle as we encourage our children towards entrepreneurship with a family farm. This was a great opportunity for more financial education, conversations, and opportunities to collaborate and profit together the Infinite Banking way!Want more from our Family Banking Series?Check it out here: https://bit.ly/FamilyBankingSeries ⚔️ LIVE & LEAVE A LASTING LEGACY

In this eighteenth installment, we've compiled clips from the Banking With Life Podcast focused on Nelson Nash's Becoming Your Own Banker. James explains why understanding the original source is the best foundation for practicing the Infinite Banking Concept®. As always, we hope you enjoy the episode, and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

I changed my mind on a very common piece of business advice. It's one of the most common messages we hear as entrepreneurs: build a business that runs without you. But what if we've been chasing the wrong goal? In this episode, Libby shares a mindset shift that completely changed the way she thinks about systems, delegation, and business ownership. Drawing on a recent personal experience and an unexpected epiphany, she explores why freedom and absence are not the same thing—and why building a business that allows you to spend more time doing the work you love is a much healthier and more sustainable goal.In this episode, you'll learn:Why "build a business that runs without you" may not be the right goal for most financial advisors—and what to strive for instead.The difference between freedom and absence, and how shifting your perspective can reduce burnout and increase fulfillment.A simple "Freedom Audit" exercise to identify which responsibilities energize you and which ones are holding you back.How to use systems and delegation to protect your energy, operate in your zone of genius, and create a business that supports the life you want.If you've ever felt like your business still depends too much on you, this episode offers a refreshing perspective. Rather than trying to remove yourself from your business entirely, you'll learn how to intentionally design your role so you can spend more time doing the work that only you can do—and that you genuinely enjoy. It's a practical mindset shift that can help you build a business that serves you, instead of one that simply demands more from you.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Welcome to Episode 186 of the #ExpatChat podcast with Atlas Wealth Managing Director (APAC), James Ridley. Due to popular demand, James shares Atlas's recent webinar, US Exit Tax: Coming Home from the United States, as a special two-part series. In Part 1, he's joined by Atlas' Financial Planner, Martin Jack to unpack the strategy and wealth side of repatriating to Australia from the United States. Martin covers why your move timeline is the single most valuable lever you control, from locking in cost bases and aligning two mismatched tax years, to coordinating your US exit and timing RSUs, bonuses and FX conversions around it. He then continues to the pre-residency planning window, covering what to do with US shares, property, HSAs, 529s, retirement accounts and US trusts before your Australian residency clock starts. That is, before reviewing what changes on day one as an Australian tax resident, including deemed acquisition, Medicare timing, and admin essentials like super, wills and banking. This episode lays the groundwork for Part 2, which turns to the US Exit Tax specifically. Relevant Links:
 • Expat Chat Part 2: US Exit Tax - Coming Home from the United States -https://soundcloud.com/atlaswealthmgmt/expat-chat-episode-187-part-2/s-K4UGcRIjlu0?si=bfbc04f8f35544bf9c549e64467a7a7b&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing • Webinar recording: US Exit Tax - https://youtu.be/DkkflnBUxgk?si=HCdpzuf2H2WrvHjo • Upcoming events and webinars - atlaswealth.com/events/
 • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
 • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast
 • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group:
 Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you're based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us:
 Facebook: www.facebook.com/atlaswealthmgmt
 LinkedIn: www.linkedin.com/company/atlas-wealth-management
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 Youtube: www.youtube.com/atlaswealthmgmt

EncycloMedia #38 Initial, Total & Proposed Death BenefitIn this installment of the EncycloMedia Series we discuss the differences between initial death benefit, total death benefit and the proposed death benefit; particularly in the context of Infinite Banking. RESOURCES MENTIONED:EMS - Convertible Termhttps://bit.ly/ConvertibleTermEMS - Human Life Valuehttps://bit.ly/EMSHumanLifeValue⚔️ LIVE & LEAVE A LASTING LEGACY

Lewis Prosser has spent years myth-busting what it takes to go chartered. He is joined this week by David Tait of Redmill Advance.Lewis runs the St. James's Place programme supporting advisers from Level 4 through to Chartered status, and one of the most common myths he encounters is the assumption that becoming a Chartered Financial Adviser requires five years of experience, specifically as a financial adviser. Interestingly, Lewis has  never advised a client himself, yet he's chartered, a fellow across three professional bodies, and holds a master's degree in finance. In this conversation, alongside David, he unpacks the real data behind whether becoming Chartered is worth pursuing at all, including a 2025 market survey showing chartered financial planners earn 31% more income than Level 4 advisers (around £30,000 a year in real terms), and an average 50% increase in business linked to going chartered. Lewis also reveals that he actually found becoming a Fellow easier to achieve than Chartered and thinks that's wrong, arguing the Fellowship should demand more from candidates, not less.Beyond the numbers, Lewis walks through the credit system behind becoming chartered, his own hacks for getting there faster, and why the process requires three years of recorded CPD. He shares how a study text would switch him off after a couple of pages, how he leaned on audio and video learning instead, and how a realistic two-to-three-year plan with mentors got him through it: sacrifices, rugby, and all. David also shares how Redmill Advance is using AI avatars to keep training current and scalable for a growing population of advisers working towards Chartered.Key takeaways from this episode:Why the five-year experience requirement for Chartered doesn't have to be as a financial adviserWhy chartered financial planners earn 31% more income than Level 4 advisers, according to a 2025 market surveyWhy becoming chartered is linked to a 50% increase in business on averageWhat actually changes between Level 4 and Level 6 qualificationsThe credit system behind Chartered, and Lewis's sequencing hacks for getting there fasterWhy Lewis found Fellow easier to achieve than Chartered, and why he thinks that's backwardsHow the SJP and University of Gloucestershire master's programme works for chartered advisersHow Redmill Advance is using AI avatars to help scale training for advisers working towards CharteredThis episode is for financial advisers weighing up whether to pursue Chartered or Fellow status, and for training providers and firms thinking about how to structure long-term professional development.Learn more about St. James's Place at www.sjp.co.uk, and about Redmill Advance at www.redmilladvance.com.Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Jaylen Brown did a stream talking about LeBron and being disrespected, Mike recalled one of Doc Rivers' biggest asshole moments as Sixers coach, figuring out which Process Era role player you'd want to add to this team, Weekly Becky's return and Mike's about-face on Jaylen Brown.Get the new Ricky shirts here: https://www.rightstorickysanchez.com/p/new-shirts-push-off-power-and-hes The Rights To Ricky Sanchez is presented by Draft KingsLL Pavorsky Jewelers is where Rights To Ricky Sanchez listeners go and get engaged.Adam Ksebe is the official realtor of The Ricky at 302-864-8643 or https://www.buyindelaware.com/Anthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversationSurfside Iced Tea and Vodka is the official canned cocktail of The Ricky

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives, Ryder Taff, Managing Partner at New Perspectives, and Meredith DeLaune, Financial Planner at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, ETFs, exchange-traded funds, are explained and broken down for investors.If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

Money Memo #18 Atomic Personal FinanceIn this installment of the Money Memo Series I share about reading life impacting books like Atomic Habits by James Clear and Becoming Your Own Banker by R. Nelson Nash. ⚔️ LIVE & LEAVE A LASTING LEGACY

Send us Fan MailThere are many things in life over which we have little or no control. Normally, these events have little long-term effect on our lives or finances. The biggest financial problems are self-inflicted. We are our biggest problem! After a lifetime of toiling and saving, don't let a self-inflicted wound destroy your financial life. If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Family Banking Ep. #10: Book Sale BusinessIn this episode of our Family Banking Series I share a sit down and talk with our three oldest children where I propose they consider and undertake a business venture. This was a great opportunity for more financial education, conversations, and opportunities to collaborate and profit together the Infinite Banking way!Want more from our Family Banking Series?Check it out here: https://bit.ly/FamilyBankingSeries ⚔️ LIVE & LEAVE A LASTING LEGACY

Farnoosh recaps a webinar on navigating money conversations with loved ones, then dives into the week's financial news: the Fed holding rates steady, what Apple and Microsoft earnings mean for your index funds, and a landlord's "work from home fee." Then, she tackles two big listener questions: how to find and pay for a financial planner (flat fee vs. retainer vs. AUM, and what "fee-only" really means), and why a perfect credit score doesn't guarantee you the lowest mortgage rate. Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.

In this seventeenth installment, we've compiled another collection of clips from the Banking With Life Podcast centered on access to capital. James continues the discussion by demonstrating how the Infinite Banking Concept® creates financial flexibility, helping individuals capitalize on opportunities while maintaining control of their money. As always, we hope you enjoy the episode, and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

If you only had 20 minutes to diagnose why your advisory firm feels chaotic, where would you look first? In this episode, Libby walks you through the same rapid-fire audit she uses to identify the biggest operational bottlenecks inside an advisory practice. Instead of focusing on working harder or becoming more disciplined, you'll learn how to quickly pinpoint the systems that are creating unnecessary stress, consuming your time, and keeping you stuck as the bottleneck in your business. By the end of this episode, you'll have a simple framework you can use to perform your own 20-minute operational audit and identify exactly where to focus next.In this episode, you'll learn:The four core systems Libby evaluates first to quickly identify operational bottlenecks inside an advisory practice.How to perform your own 20-minute business audit to uncover where your firm is losing the most time and creating unnecessary stress.The common warning signs that your onboarding, service model, service requests, or internal projects need attention.How to identify the one process improvement that will create the biggest impact instead of trying to fix everything at once.Building a more efficient business doesn't require reinventing your entire practice overnight. It starts with identifying the one system that's creating the biggest drag on your time, energy, and client experience. Take 20 minutes, complete the audit, and commit to improving just one process this quarter. Small, intentional improvements compound into a business that gives you more capacity, more consistency, and ultimately more freedom.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

You built the process... so why aren't you (or your team) following it? This episode is all about the difference between creating great processes and actually getting your team to follow them. While most advisors spend time documenting workflows, the real challenge is building habits that stick when business gets busy. Libby shares practical strategies for turning systems into your firm's default way of operating, helping advisors reduce mistakes, create consistency, and build a business that can truly scale without relying on constant oversight.In this episode, you'll learn:Why implementation is a completely different skill than process design, and why even great systems fail without consistent execution.Simple ways to help your team build new habits, including creating "pause points," making SOPs easy to access, and eliminating exceptions.How to create a culture that rewards following the process instead of celebrating lucky shortcuts that eventually create more work.Practical leadership strategies for auditing your systems, encouraging team feedback, and building lasting process adoption through repetition and accountability.If you've ever built a process only to watch your team slowly drift back to the old way of doing things, this episode will give you a practical framework for making change stick. Small, consistent improvements—paired with intentional implementation—can transform the way your business operates, creating a smoother experience for both your team and your clients while helping your firm scale with confidence.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

EncycloMedia Series #37 IncontestabilityIn this installment of the EncycloMedia Series we will define and discuss the meaning of Incontestability and its implications within the context of Infinite Banking. ⚔️ LIVE & LEAVE A LASTING LEGACY

Still trying to figure out if the LeBron James thing is real. We talk about LeBron the point guard, what order the starting lineup will be announced, what chance they have to win the title, and Mike has some backup center trade targets. Get the new Ricky shirts here!The Rights To Ricky Sanchez is presented by Draft KingsAnthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversationLL Pavorsky Jewelers is where Rights To Ricky Sanchez listeners go and get engaged.Become a MortgageCS Ricky VIP at mortgagecs.com/rickySurfside Iced Tea and Vodka is the official canned cocktail of The Ricky

Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives, Ryder Taff, Managing Partner at New Perspectives, and Meredith DeLaune, Financial Planner at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, Nancy and Meredith invite the President of The Mississippi Council on Economic Education. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Hosted on Acast. See acast.com/privacy for more information.

If you've ever wondered whether Systems to Scale Group Coaching is the right next step for your business, this episode is for you. Libby pulls back the curtain on exactly who the program is designed for, who should wait, and why so many successful advisors eventually realize they don't have a revenue problem—they have a capacity problem. You'll hear the philosophy behind the program, what transformation advisors can expect over the 10-month coaching experience, and answers to many of the most frequently asked questions about how the program works, what the commitment looks like, and what you can expect if you decide to join.In this episode, you'll learn:Why the biggest bottleneck in a growing advisory firm is often the advisor themselves, and how documented systems create more capacity without sacrificing client experience.The three core beliefs that shape the Systems to Scale coaching program and why incremental process improvements outperform trying to overhaul your business all at once.What actually happens during the 10-month group coaching program, including how the live coaching, small accountability pods, templates, office hours, and implementation support work together to help you build lasting systems.Who the program is the best fit for, who should wait before joining, and how to determine whether now is the right time to focus on building the operational foundation for your business.If you've built a successful practice but still feel like everything depends on you, this episode will help you determine whether it's time to stop being the bottleneck and start building a business that can consistently deliver an exceptional client experience without relying on your memory. Whether you decide to join the program now or sometime in the future, you'll walk away with a clearer understanding of what it takes to transition from busy advisor to true CEO.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Send us Fan MailWhat are Monte Carlo Simulations, what value do they provide pre-retirement, and do they remain valid during retirement?Join me and episode co-host Kevin Lyles, CRPC™️ as we discuss whether Monte Carlo Simulations are still valid during retirement. If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Send us Fan MailFinancial decisions are becoming more complex every year. This episode explores how to find trusted expertise, ask better questions, and build confidence in the advice you follow.Tom Dickson, founder of the Financial Experts Network joined me on this episode of Get Ready Before Life Happens to explore why trusted expertise matters in today's complex financial world, how advisors can better serve clients through collaboration and lifelong learning, and why understanding a person's background and credentials is essential before following financial advice.Key TakeawaysFinancial planning requires expertise across many different and evolving areasUnderstanding a professional's credentials and background helps build confidence in financial adviceLifelong learning is essential in a rapidly changing financial landscapeSpecialized expertise can help people navigate complex financial decisions more effectivelyConsumers should research financial professionals and understand the source of advice before actingTrusted advisors often work collaboratively with specialists to better serve clientsIn a world full of information, trusted expertise becomes even more valuable. The right guidance usually comes from people who understand their specialty deeply and continue learning as the world changes. Asking better questions about credentials, experience, and expertise helps people make more confident financial decisions.Connect with Tom Dickson:Website: www.financialexpertsnetwork.comLinkedIn: https://www.linkedin.com/in/financialexpertsnetwork/Bio: Tom has over 40 years of experience in many sectors of the financial services industry, including asset management, brokerage, custody, trust, mortgage and fintech. It's Tom passion for personal finance education that led to the development of the Financial Experts platform.  Launched in 2008, Financial Experts has educated tens  of thousands of Financial Planners with LIVE webinars that feature true subject matter experts. Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer. 

Myths, Mysteries & Misconceptions Series #26: Can I Have Too Much Insurance?In this installment of our Myths, Mysteries & Misconceptions series we consider the misconception that one can have too much insurance. RESOURCES MENTIONED:EMS Human Life Valuehttps://bit.ly/EMSHumanLifeValue⚔️ LIVE & LEAVE A LASTING LEGACY

In this sixteenth installment, we've compiled clips from the Banking With Life Podcast focused on access to capital. James explains how properly structured whole life insurance can provide the liquidity and flexibility to seize opportunities without relying on third-party lenders, highlighting the value of control, timing, and long-term capitalization. As always, we hope you enjoy the episode, and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

If you've ever looked around your business and thought, "I know I need better systems, but I have no idea where to start," this episode is for you. In today's conversation, Libby shares one of the most impactful exercises from a recent CEO Day with her alumni community—an exercise that gives advisors immediate clarity on where to focus next. Instead of chasing every new idea, you'll learn how to identify the one or two processes that will create the biggest impact in your business over the next 90 days.In this episode, you'll learn:How to assess the eight core processes every advisory firm needs to build a scalable business.A simple five-level framework to evaluate the maturity of each process, from "winging it" to delivering an exceptional client experience.Why incremental improvements consistently outperform trying to overhaul your entire business at once.How to use the Process Assessment Wheel to prioritize the next system or workflow that will create the greatest momentum in your firm.Building a business that runs more efficiently doesn't happen by tackling everything at once. It happens by making intentional improvements one process at a time. This exercise will help you gain clarity, focus your energy where it matters most, and create meaningful progress without feeling overwhelmed. Be sure to download the accompanying worksheet and use it during your next CEO Day to measure your progress and plan your next steps.DOWNLOAD THE ASSESSMENT HERE! Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Summer League is over, so it's August. But the Sixers are still in the LeBron sweepstakes, so can August begin? We break down the current LeBron update, and get to some pressing listener questions.The Rights To Ricky Sanchez is presented by Draft KingsBriggs Auction is the official auction of The Ricky at briggsauction.comAnthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversationLL Pavorsky Jewelers is where Rights To Ricky Sanchez listeners go and get engaged.Surfside Iced Tea and Vodka is the official canned cocktail of The Ricky

Money Talks is hosted by Ryder Taff, Managing Partner at New Perspectives and Meredith DeLaune, Financial Planner at New Perspectives. To email a question to the show, send it to money@mpbonline.org. Hosted on Acast. See acast.com/privacy for more information.

One of the biggest mistakes I see growing advisory firms make is waiting too long to define roles and responsibilities. When your team is small, it's easy for everyone to pitch in wherever needed. But as your firm grows, those blurry lines quickly turn into confusion, duplicated work, bottlenecks, and frustration.In this episode, I share one of the exercises we teach inside our Systems to Scale Group Coaching Program that helps advisors create clear job roles before they become a problem. You'll learn why well-defined roles aren't about creating bureaucracy—they're about giving your team clarity, creating better accountability, making delegation easier, and building a business that's ready to scale. Whether you have one employee or ten, this framework will help you stop building jobs around people and start building a business that can grow intentionally.In this episode, you'll learn:Why every advisory firm needs clearly defined roles and job descriptions long before you think you do.How to identify the core functions of your business and organize responsibilities so everyone knows exactly what they own.The difference between building a role around a person versus hiring the right person for a well-defined role—and why that distinction changes everything as you scale.How creating an organizational chart and role structure today makes delegation, hiring, annual reviews, and future growth dramatically easier.The strongest businesses aren't built by adding more people—they're built by creating clarity. When every person understands their role, how they contribute to the firm's vision, and where opportunities for growth exist, your business becomes easier to lead, easier to scale, and far less dependent on you being involved in everything. It's one of the simplest CEO exercises you can do today that will continue paying dividends as your firm grows.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Thomas Mullooly is a Certified Financial Planner, Investment Adviser Representative, and President of Mullooly Asset Management, Inc. After receiving a big surprise in the form of a Type 2 Diabetes diagnosis, Thomas was determined to find a long term solution rather than accept his doctor's proclamation that he would have to take Metformin for the rest of his life. Now, 100 lbs. lighter and in the best metabolic/physical shape of his life, he's convinced he has found the solution for him.   In this episode, Dr. Brian, Dr. Tro, and Thomas talk about…   (00:00) Intro (02:27) How Thomas found out he had Type 2 Diabetes and how he discovered the key to reversing it (10:46) Intermittent fasting and the keto diet (11:46) How Thomas slowly gained weight and inched closer and closer to metabolic disease (19:02) Perseverance and success (26:37) Cold plunge and cold exposure (31:22) Breaking through weight-loss stalls (35:26) Motivation for sticking with the lifestyle changes you've committed to (43:51) Outro   For more information, please see the links below. Thank you for listening!   Links:   Please consider supporting us on Patreon: https://www.lowcarbmd.com/   Resources Mentioned in this Episode:   Thomas Mullooly: Mullooly Asset Management: https://mullooly.net/ X: https://x.com/tommullooly Linkedin: https://www.linkedin.com/in/njfinancialplanner/   Dr. Brian Lenzkes:  Website: https://arizonametabolichealth.com/ Twitter: https://twitter.com/BrianLenzkes?ref_src=twsrc^google|twcamp^serp|twgr^author   Dr. Tro Kalayjian:  Website: https://toward.health Twitter: https://twitter.com/DoctorTro IG: https://www.instagram.com/doctortro/   Toward Health App Join a growing community of individuals who are improving their metabolic health; together.  Get started at your own pace with a self-guided curriculum developed by Dr. Tro and his care team, community chat, weekly meetings, courses, challenges, message boards and more.    Apple: https://apps.apple.com/us/app/doctor-tro/id1588693888  Google: https://play.google.com/store/apps/details?id=uk.co.disciplemedia.doctortro&hl=en_US&gl=US Learn more: https://toward.health/community/

His mission is to help 100,000 families just like yours achieve financial clarity. As a husband, father, coach, and active community volunteer, he understands the freedom that comes from sound financial planning.Over the past 15 years, he worked his way up from intern to CFP® Financial Advisor, eventually becoming a firm owner before the age of forty. He shares the financial education he was fortunate to receive through podcasts, his book "The Financial Pinwheel," and a variety of online resources.Growing up in Northern New Jersey, he saw firsthand how many people commuted into New York City, working 80-hour weeks in pursuit of financial security—often at the expense of their well-being. He once expected to follow the same path, until a college professor introduced him to a guest speaker who called himself a Financial Planner. This encounter opened his eyes to a career dedicated to helping every day, middle-class families—people just like him.During his internship, he offered to create a financial plan for his mother, a single parent who had returned to work to support their family. Witnessing the relief and confidence his plan gave her; she danced in his office—confirmed his calling. From that moment, he knew he wanted to help others experience the same sense of security and hope. https://www.thefinancialpinwheel.com/abouthttp://www.yourlotandparcel.orgSupport the show

What if the biggest thing standing between you and homeschooling isn't your ability...it's your belief that you have to get everything right?In this episode of The Homeschool How To Podcast, Cheryl sits down with Chad Hufford, homeschool graduate, father of six, biochemist, financial advisor, and speaker, to talk about what homeschooling looked like in the 1980s versus today—and why parents don't need to have all the answers before they begin. Chad shares how his mom openly admitted she was figuring homeschooling out as she went, yet still raised children who became independent thinkers, lifelong learners, and successful adults. Together, Cheryl and Chad discuss why intentional parenting matters more than perfect curriculum, how homeschooling teaches children to think instead of memorize, and why comparing your family to others is one of the fastest ways to lose confidence. In this episode, you'll learn: Why you don't have to be a certified teacher to homeschool.  How to stop comparing your homeschool to everyone else's.  The difference between teaching children what to think and how to learn.  Why letting your child explore their interests builds confidence and independence.  How homeschool communities, co-ops, tutors, and hybrid learning can support your family.  The mindset shift that helps parents stop fearing they're "failing" their kids. Whether you're thinking about homeschooling, brand new to homeschooling, or years into your journey, this conversation is packed with encouragement and practical wisdom that will leave you feeling far more confident about the path you're on.Ready to homeschool but wondering where to start?

In this ninth volume of the Best of the Banking With Life Podcast, we've gathered another collection of standout moments and insightful discussions from recent episodes. These highlights explore practical applications, timeless principles, and the enduring value of the Infinite Banking Concept® as taught by Nelson Nash. As always, we hope you enjoy the episode, and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

We sat down with Rabih Ramadi, co-founder and CEO at Avantos.ai, for a conversation on how his firm is streamlining client servicing for RIAs with an AI-powered relationship management platform. Rabih shares insight on how to successfully integrate AI into the advisor tech stack at scale.

Mike is off hosting duties as Spike is back to discuss the sizzling Summer League Sixers, whether or not he wants LeBron James to choose the Sixers, and how his thoughts have developed on the Jaylen Brown trade. The Rights To Ricky Sanchez is presented by Draft KingsAnthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversationBecome a MortgageCS Ricky VIP at mortgagecs.com/ricky  Surfside Iced Tea and Vodka is the official canned cocktail of The RickyNew DraftKings customers, sign up with code RTRS spend five bucks to get two hundred in rewards within 21 days. That's code RTRS. In Partnership with DraftKings. The Crown Is Yours. Bet with DK Sportsbook: Gambling Problem? Call one eight hundred GAMBLER, one eight hundred MY RESET. Connecticut: call eight eight eight seven eight nine seven seven seven seven, visit CCPG dot org. On behalf of Boot Hill Casino in Kansas. Bet tax pass-through may apply in Illinois. Twenty one plus. Void in Canada. Event contract trading with DraftKings Predictions involves risk of loss. Availability varies. Bet to get Bonus bets that expire in seven days. Trade to get fifty dollars in Predictions Dollars that expire in one year, issued every seven days via click to claim for twenty-one days. One non-withdrawable reward redeemable. Predictions offer void in New York. Ends July 19th. Terms at d k n g dot c o slash audio.

Whether you're feeling guilty about overspending or guilty about not spending enough, shame around money can get in the way of your goals. In this episode, Marielle Segarra talks with certified financial planner Lauryn Williams about how to address financial guilt and align your spending with your values.Follow us on Instagram: @nprlifekitSign up for our newsletter here.Have an episode idea or feedback you want to share? Email us at lifekit@npr.orgSupport the show and listen to it sponsor-free by signing up for Life Kit+ at plus.npr.org/lifekitSee pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Whether you're feeling guilty about overspending or guilty about not spending enough, shame around money can get in the way of your goals. In this episode, Marielle Segarra talks with certified financial planner Lauryn Williams about how to address financial guilt and align your spending with your values.Follow us on Instagram: @nprlifekitSign up for our newsletter here.Have an episode idea or feedback you want to share? Email us at lifekit@npr.orgSupport the show and listen to it sponsor-free by signing up for Life Kit+ at plus.npr.org/lifekitSee pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

We check in on Mike's well-being and thoughts on the Sixers selection of Labaron Philon in the NBA Draft, and what it means for the franchise moving forward. Then we talk about the LaMelo Ball trade, and finally preview free agency, including whether we'd like a mid-level exception signing of former Knicks center Mitchell Robinson.Watch the Philon breakdown Mike mentioned here: https://youtu.be/2EwhHmwBsSI?is=Z6ATyKH08MyX723NThe Rights To Ricky Sanchez is presented by Draft KingsAnthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversationGet 20% off Verb Energy bars with code RTRS and the VERB starter pack at https://verbenergy.com/rickySurfside Iced Tea and Vodka is the official canned cocktail of The RickyBet with DK Sportsbook: Gambling Problem? Call one eight hundred GAMBLER, one eight hundred MY RESET. Connecticut: call eight eight eight seven eight nine seven seven seven seven, visit CCPG dot org. On behalf of Boot Hill Casino in Kansas. Bet tax pass-through may apply in Illinois. Twenty one plus. Void in Canada. Event contract trading with DraftKings Predictions involves risk of loss. Availability varies. Bet to get Bonus bets that expire in seven days. Trade to get fifty dollars in Predictions Dollars that expire in one year, issued every seven days via click to claim for twenty-one days. One non-withdrawable reward redeemable. Predictions offer void in New York. Ends July 19th. Terms at d k n g dot c o slash audio.