Podcasts about financial planners

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

Natalie Cheesman, Partner at St. James's Place, joins Sam Oakes to talk about how she built a financial planning practice to £6 million in funds under management in 18 months, without ever fully stepping away from the mortgage business she'd run for 15 years. In this episode, Natalie explains why a transactional mortgage career, however loyal her 1,200-client bank was, left her wanting something more predictable, and what it actually took to build financial planning on top of it rather than instead of it.Natalie talks through passing the CII Investment Advice Diploma in under a year while still running that mortgage business solo, and training through the St. James's Place Academy while continuing to submit mortgage applications in the evenings and on breaks. She describes the support that got her through those first months as a new financial planner, including a business development manager she'd sometimes speak to daily and an administrative specialist who had her submitting business from day one, and how she methodically worked back through her existing client bank and added mortgage-introducer partnerships to grow from £40,000 to £6 million in funds under management through organic growth alone.She also talks about the moment a client realises they can retire years earlier than they thought, what it took to keep building a business through a genuinely hard period in her own life, and what winning the Mike Wilson Award meant to her after 18 months of work.Key takeaways from this episode:Why Natalie kept her mortgage business running while training as a financial plannerHow she passed the CII Investment Advice Diploma in under a year while running that business soloWhat day-to-day support from a St. James's Place business development manager and administrative specialist looked likeHow she rebuilt momentum with her existing 1,200-client mortgage bankHow a mortgage-introducer partnership became a steady source of new businessHow she grew from £40,000 to £6 million in funds under management in 18 monthsWhat winning the Mike Wilson Award meant to her, and the resilience behind itThis is an episode for mortgage advisors weighing up whether financial planning is the right next move for them, and for newer financial planners looking for a practical blueprint on client conversion and introducer relationships.Learn more about St. James's Place at www.sjp.co.uk 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

In our latest episode, we discuss division 7A loans. Hosted by Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant The post NV 171: Division 7A Loans first appeared on Business Concepts Group.

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

Dan Hobbs, CEO at New Leaf Distribution, joins Sam Oakes to talk about what building their own podcast has delivered for an IFA Network. He's joined by his father, Founder & Chairman of New Leaf Distribution, Mark Hobbs, whose own scepticism about podcasting turned around once it started outperforming close to £1,000,000 spent on Google Ads." In this episode, Dan and Mark explain why Mark was initially convinced podcasting was a gimmick, and what it took for Dan to change his mind. They talk about why New Leaf deliberately avoided the well worn topics every other network already covers, choosing instead to focus on what it is actually like to become an adviser and what happens in the silence after qualifying, when the phone stops ringing. The conversation also covers how New Leaf supports advisers through retirement and exit, including a striking story about completing a business sale with no contract in place after an adviser's death, and why New Leaf positions itself as a compliance thought leader rather than buying out its own advisers' client banks.Dan and Mark also share what happened after their very first guest, Kelsey Phillips, went live on the podcast, and why New Leaf's own advisers are now lining up, asking to be featured on the podcast.Key takeaways from this episode:Why most business podcasts fail, and what New Leaf built theirs around insteadHow Mark went from thinking podcasting was a gimmick to backing Dan's idea completelyWhy New Leaf avoids generic advice content in favour of what it is really like to become an adviserHow New Leaf supported an adviser's family through a business sale with no contract in placeWhy New Leaf positions itself as a compliance thought leader rather than buying its own advisers' client banksWhy New Leaf would rather a business stay within its own network than go to an M&A buyerHow Kelsey, New Leaf's first podcast guest, ended up with more development finance leads than she was ready forWhy New Leaf's own advisers are now asking to be featured on the podcastThis is an episode for anyone running a business in financial services, who is weighing up whether a podcast is worth the investment, and for any adviser starting to think about what their own exit from the profession might look like.Learn more about New Leaf at https://newleafdistribution.co.uk/ 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

For the first time ever, fewer than half of UK adults are married or in a civil partnership, yet the law hasn't caught up with how many of us now live together instead. So, legally and financially, is it still worth getting married? Join our host, Philippa Lamb, and our expert panel as they discuss whether marriage still pays off financially and legally, and what unmarried couples need to put in place instead: Financial Planner, Mike Donkor; Solicitor and Partner at Collyer Bristow, Philippa Dolan; and Chief Marketing Officer at PensionBee, Jasper Martens.   Episode breakdown 01:18 Why marriage rates are falling 05:44 The financial perks of marriage 09:04 When unmarried couples split 12:41 Avoiding the money conversation 16:20 How are pensions shared 19:28 Who gets the pets? 21:15 Protecting your partner with a will 24:22 Cohabitation Agreements and annual reviews 28:48 A fairer end to relationships   Further reading and listening To learn more about managing money in a couple, check out these articles and podcasts from PensionBee: Episode transcript (Blog) E14: What's the impact of your relationship status on your finances? (Podcast) E35: The cost of divorce (Podcast) How does divorce or remarrying affect your pension? (Article) Pension beneficiaries (Article) Six money conversations you need to have with your family (Blog) Why pensions deserve your attention during divorce (Blog) Writing a will (Article)   Other useful resources A fairer end to relationships: consultation (GOV.UK) Capital Gains Tax allowances (GOV.UK) Cohabitation Agreement guidance (The Law Society) Families and households in the UK (Office for National Statistics) Inheritance Tax (GOV.UK) Marriage Allowance (GOV.UK)   Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads. Follow Collyer Bristow (@Collyer_Bristow) on YouTube, Instagram, LinkedIn, Facebook and X. Follow Mike Donkor (@michaelgdonkor) on TikTok, Instagram, LinkedIn and Facebook.   Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.

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.

Send us Fan Mail"The world is a book, and those who do not travel only read a page."    — St. AugustineIf traveling when demand is highest, the trip cost is also highest.  If traveling when demand is lower, the trip cost is less. 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

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

Matthew Samuel, UK Chartered Financial Planner and SEC Regulated Financial Planner at Titan Wealth International, has built a career across both the UK and the international market, specialising in advising clients with US connections and US assets from his base in Dubai.He holds his UK chartered status alongside the Series 65 qualification, which makes him a registered investment adviser under the SEC, the US regulator. That means he can advise American expats living anywhere in the world, UK pension holders based in the US, and anyone navigating assets across both jurisdictions. It is one of the most technically demanding niches in financial planning, and it is exactly where he chose to specialise.In this episode of Financial Planner Life, Sam Oakes sits down with Matthew in Dubai to find out what that career actually looks like day to day. How he established credibility as a young adviser without years of experience behind him, and why getting your exams done early is the single best thing a young financial planner can do. How Covid changed the way international advice is delivered, making it possible to speak to clients across New York, Texas and San Francisco all in one evening without boarding a single flight. And what the One Titan philosophy actually means in practice, from following clients across borders as their lives change to having specialists in-house for almost every jurisdiction in the world.Titan Wealth International is expanding into the US with advisers on the ground, building the infrastructure to serve clients wherever in the world they end up.This is an episode for UK financial planners thinking about an international career, for anyone curious about what advising US-connected clients actually involves, and for anyone who wants to understand what a genuinely global financial planning business looks like.The episode's key takeaways:Why Matthew combined his UK chartered status with the Series 65 to advise US-connected clients internationallyHow knowledge compensates for lack of experience in client meetings and why young advisers should prioritise their examsHow Covid changed international financial planning delivery and what that means for advisers thinking about going globalWhat a 401k is and why so many sit dormant and unreviewed for international clientsWhat the IRA rollover actually means and why it matters for US clients with UK connectionsWhat One Titan means in practice and why a borderless financial planning business changes everything for internationally mobile clientsWhy Titan Wealth International is expanding into the US and what that means for financial planners considering an international careerIf you are a UK financial planner thinking about taking your career international, this is the episode to listen to.Learn more about Titan Wealth International at www.titanwealthinternational.comFinancial 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

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.

Family Banking Ep. #09: Infinite Banking for Family Fun In this episode of our Family Banking Series we share how we used Infinite Banking to have fun on a snow day! The family that pays together can better play together!  Want more from our Family Banking Series?Check it out here: https://bit.ly/FamilyBankingSeries ⚔️ “LIVE & LEAVE A LASTING LEGACY”

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.

What does it take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three years?In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Samantha Wood, founder of Wood Mitchell Financial Planning and a Partner at St. James's Place.Samantha's career began in the British Army, where she progressed from soldier to officer and developed the discipline, leadership and adaptability that would later shape her career in financial services.After leaving the military, Samantha moved into investment management, completed her Chartered Wealth Manager qualifications and spent almost a decade working with high-net-worth private clients. She later made the decision to leave employment, become a self-employed financial planner and build her own business from the ground up.Samantha shares how she started with zero clients, built trusted relationships with accountants and professional introducers, developed a niche working with business owners and grew her practice to nearly £40 million in assets under management.The conversation also explores why financial planning is about more than investment performance. Samantha explains how strong financial planning can reduce anxiety, improve financial well-being and give clients greater confidence about their future.This episode is essential listening for aspiring financial planners, investment managers considering a career change, military professionals exploring financial services and advisers who want to build a sustainable financial planning business.Subscribe to Financial Planner Life for more honest conversations about careers, leadership, business growth and opportunities within financial planning and financial services.In this episode, you will learn:00:00 From Zero to Nearly £40m Under Management00:40 Samantha Wood's Financial Planning Career Story01:40 Joining the British Army at 1603:29 Transferable Military Skills for Financial Services04:26 Leadership, Communication and Leading from the Front05:33 Discipline, Well-Being and High Performance06:34 Leaving the Military and Exploring New Careers10:50 Breaking into Investment Management13:11 Working with High-Net-Worth Private Clients15:40 Why Client Relationships Matter More Than Technical Knowledge17:27 Becoming a Chartered Wealth Manager19:44 Investment Management vs Financial Planning22:11 How Investment Experience Adds Value for Clients23:54 Financial Planning, Anxiety and Financial Well-Being27:47 Communicating with Clients During Market Volatility32:14 Why Samantha Chose a Career in Financial Planning34:00 Leaving Employment to Build a Financial Advice Business35:10 Why She Chose St. James's Place36:44 Making the Leap into Self-Employment39:31 Planning Your First Year as a Self-Employed Adviser41:02 How Long Does It Take to Earn Consistent Income?44:22 Building a Financial Planning Practice to Nearly £40m45:43 Finding a Financial Planning Niche47:09 Helping Business Owners Plan Beyond Their Business48:28 Building a Referral Network with Accountants50:13 Systems, Technology and Your First 12 Months52:12 Taking Smart Risks and Aiming Higher54:37 Autonomy, Family Life and Running Your Own Practice57:50 The Reality of Being a Financial Planner and Business OwnerTo find out more about Samantha's work at St. James's Place, visit www.sjp.co.ukFinancial 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

Send us Fan MailFinding purpose in retirement is often less about discovering one perfect calling and more about intentionally building a meaningful life. My initial vision was to quit practicing Dentistry one year after I transitioned my practice. I wanted to complete the CFP curriculum. I wanted to begin lecturing to the dental and medical community about financial literacy.  I HAVE DONE NONE OF THESE THINGS!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

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

Guest Appearance: Legacy Life & Retirement with Shawn KingIn this video I have a conversation with Shawn King about my personal and professional Infinite Banking journey. To connect with Shawn:Instagramhttps://www.instagram.com/legacylifeandretirement?igsh=YzRsdDU5dnh2bDhn&utm_source=qrYouTubehttps://youtube.com/@legacylifeandretirement?si=MoGmt19JkEbTV4lNPodcasthttps://podcasts.apple.com/us/podcast/the-cashflow-chronicles/id1768314180Bookhttps://fromregulartorich.com/ LIVE & LEAVE A LASTING LEGACY

In this fifteenth installment, we've compiled clips from the Banking With Life Podcast focused on the cost of waiting. James explains why delaying the Infinite Banking Concept® can be far more expensive than most people realize, highlighting the importance of time, capitalization, and long-term thinking. 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.

Lucas Casarez, a CFP®️ professional and founder of Level Up Financial Planning, hosts Techie Personal Finance Boot Camp and explains how tech professionals can choose the right financial advisor, comparing the process to researching stroller features and price points. He introduces five key questions to ask when interviewing advisors: 1. Whether they are a fiduciary versus operating under a suitability standard (including the complications of hybrid advisors)2. What types of clients they specialize in (such as tech, teachers, or medical professionals)3. What areas of financial planning they provide value beyond investments (including savings, behavior, taxes, debt, and comprehensive planning)4. What their cost structure is (fee-only, fee-based, or commission-based “free” models)5. What happens if the advisor leaves the company, contrasting independent firms with large institutions. He invites listeners to reach out, schedule a meeting, and share interview guest recommendations.

Money Memo #17 Preparing Children Financially for College and Beyond. In this video I share a few insights on how what we are doing with Infinite Banking and whole life insurance, in our household, to have greater access to money now and still prepare our children for college, the work force, marriage, business and everything else adult life brings on financially. ⚔️ LIVE & LEAVE A LASTING LEGACY

If you've ever wondered what it actually takes to build a successful advisory firm while working fewer hours, this episode pulls back the curtain. After receiving more than 80 questions from advisors, I'm sharing the honest story behind my three-day workweek. From the systems and team structure that made it possible to the mistakes, trade-offs, and mindset shifts along the way, this is the first of a two-part series that dives into exactly how I redesigned my business to support the life I wanted instead of the other way around.In this episode, you'll learn:Why reducing your workweek isn't about working less—it's about intentionally designing a business that doesn't require you to be constantly available.How I gradually reduced my schedule from 70-80 hour weeks to a sustainable three-day workweek through systems, delegation, and intentional calendar design.The practical strategies we used to set client expectations, protect boundaries, and deliver exceptional service without sacrificing responsiveness.How building documented processes, hiring the right team members, and creating a structured model week dramatically increased my productivity and revenue per hour.If you've been dreaming about creating more freedom in your business but aren't sure where to start, this episode will challenge the way you think about time, productivity, and what it really means to build a business that serves your life. Next week, I'll dive even deeper into the numbers, team structure, client service model, and the step-by-step roadmap you can use to begin creating your own version of a more intentional workweek.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 MailIf delayed claiming of Social Security benefits is such a great deal, why do only about 4% to 9% of Americans actually wait until age 70 to collect Social Security?  Are the other 91% of Americans ignorant of this strategy, or is there some better process?Here's the podcast for the 91% of Americans who don't wait until age 70 and are shamed by the media for their decision.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. #8: Family Banking Pay DayIn this episode of our Family Banking Series it's payday in the Durham household and we're going to do it the Infinite Banking way.We currently are paying premiums, making policy loans, running family businesses, and joint venture investments are currently active. This is an inside look at how we run things and handle payday.Want more from our Family Banking Series?Check it out here: https://bit.ly/FamilyBankingSeries ⚔️ “LIVE & LEAVE A LASTING LEGACY”

In this fourteenth installment, we've compiled clips from the Banking With Life Podcast focused on how business owners use the Infinite Banking Concept®. James discusses building capital, financing business opportunities, and creating greater financial control through properly structured whole life insurance. 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.

If there's one thing every financial advisor says they value, it's time. But when it comes to running our own businesses, many of us make decisions that protect our bank account while quietly sacrificing months or even years of our lives. In this episode, I challenge that mindset and explore why buying speed, guidance, and systems is often one of the smartest investments you can make. I'll walk through a simple way to evaluate the true cost of waiting and share a practical exercise to help you stop trading time for unnecessary trial and error.In this episode, you'll learn:Why advisors consistently say time is more valuable than money, but often make business decisions that suggest otherwiseHow to think about the real value of investing in systems, templates, coaching, and support based on the speed of the outcomeA simple exercise to identify the projects that have been quietly costing you time, revenue, and peace of mindHow adopting a CEO mindset can help you optimize for saving years instead of simply saving dollarsThe best investment you can make isn't always the one that costs the least. Sometimes it's the one that helps you reclaim your time, reduce unnecessary stress, and accelerate the business and life you're trying to build. If you've been putting off an important project because you're trying to do it all yourself, I hope this episode gives you permission to stop waiting and start buying back your time.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 MailJoin me and Cesar A. Aguirre as we discuss his book: Retirement With Purpose   The Ten R's for a Joyful 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

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.

In this thirteenth installment, we've compiled clips from the Banking With Life Podcast focused on family banking. James explains how properly structured whole life insurance can help families build capital, finance future opportunities, and create a lasting financial legacy across generations. 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.

One of the hardest conversations advisors have is about changing expectations with long-time clients. If you've created (or maybe inherited) a service model that's packed with quarterly meetings simply because "that's how it's always been," this episode will help you rethink what truly delivers value. I'll share a simple client script you can use to confidently transition appropriate clients to fewer meetings while strengthening—not weakening—the relationship.In this episode you will learn: Why meeting less often can actually improve your client experience instead of diminishing itA simple script you can use to confidently transition clients from quarterly meetings to a more appropriate cadenceHow to reposition your value so clients understand that your expertise happens between meetings—not just during themThe mindset shift every advisor needs to make when designing a client service model that is fair, scalable, and profitableYour meeting schedule should reflect the value you deliver today—not the promises you made years ago when you first opened an account. By intentionally setting expectations, communicating the work happening behind the scenes, and building a client service model around impact instead of meeting frequency, you can create a better experience for your clients while building a more efficient business for yourself.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.

As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business. In this episode, Libby pulls back the curtain on the exact quarterly CEO Day framework she recently led for her Systems to Scale alumni community. With Q2 coming to a close, she shares how to create the space for strategic thinking, avoid turning your CEO time into a glorified catch-up day, and walk away with a clear plan for the next 90 days. Whether you're a solo advisor or leading a growing team, this episode will help you become more intentional, proactive, and focused as you head into the next quarter.In this episode, you'll learn:How to structure a quarterly CEO Day that actually leads to action instead of becoming another day spent answering emails and putting out fires.The five key business categories every advisor should review each quarter, including people, finances, processes, client experience, and technology.Why brain dumps and structured reflection exercises help uncover opportunities, bottlenecks, and priorities that are easy to miss during day-to-day operations.A practical framework for identifying your next three quarterly goals and turning them into actionable plans that actually get completed.Libby shares the same process she used in her own advisory firm and now teaches inside her coaching programs. If you've ever wondered what it really means to "work on the business," this episode gives you a step-by-step roadmap for creating the time, clarity, and focus needed to move your firm forward. As you wrap up the quarter, consider blocking time on your calendar for your own CEO Day—you may be surprised by how much progress can come from simply creating the space to think strategically.Join the Systems to Scale Group Coaching Program 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 talk about the NBA Finals, Mike Gansey's opening press conference, and The Ricky's Beckett Sanderson joins us to talk about wings the Sixers could take with the 22nd pick.The Rights To Ricky Sanchez is presented by Draft KingsBriggs Auction is the official auction of The Ricky at briggsauction.comGet 20% off any Body Bio order with the code in the podcast.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

The NBA Finals are starting, we talk about the Spurs vs the Knicks, and Chet Holmgren's Ben Simmons-like breakdown. Then we talk about three players the Sixers could take at #22 in the NBA Draft.The Rights To Ricky Sanchez is presented by Draft KingsBecome a MortgageCS Ricky VIP at mortgagecs.com/rickyAnthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversationGet 20% off any Body Bio order with the code in the podcast.Surfside Iced Tea and Vodka is the official canned cocktail of The Ricky