Podcasts about financial planners

Amy is joined by Dr. Jay Zigmont to discuss his book, The Childfree Guide to Life and Money, and better understand patriarchy's impact on our wallets, how parenthood shapes our finances, and the challenges and advantages of veering off the standard life script by choosing a child-free lifestyle.Donate to Breaking Down PatriarchyJay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Childfree Wealth is the first (and currently the only) life and financial planning firm dedicated to serving Childfree people.Jay is also the author of the forthcoming book The Childfree Guide to Life and Money and the co-host of the Childfree Wealth podcast. His Ph.D. is in Adult Learning from the University of Connecticut. He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.

In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready.

Send us a text“Family isn't defined only by last names or by blood; it's defined by commitment and by love.” – Dave Willis.Many new homes are built without a dedicated space for family communal dining. This building trend says volumes about American family units today.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

The Round Table Series #10: Part 1 - Recession & Infinite BankingIn this council of The Round Table, Tricia Miller, Tom Suvansri, and Brandon Bristow talk recession and infinite banking with me. There is a lot to consider here in this conversation and lots that you can do to position yourself optimally by creating your own private financial environment.To connect with Brandon, go to www.themoneyadvantage.com or email him directly at brandon@themoneyadvantage.comTo connect with Tom, go to www.perennialpride.com To connect with Tricia, go to: www.buildsmartmoney.com or Email IBCTricia@gmail.comI hope you enjoy and learn!⚔️ “LIVE & LEAVE A LASTING LEGACY”

In this fourth installment of our client story series, more Banking With Life clients open up about how they discovered the Infinite Banking Concept® and how it has shaped their thinking over time. From early skepticism to long-term conviction, these candid, unscripted stories highlight the real impact of IBC in everyday life. Hear how Nelson Nash's foundational ideas continue to influence how they save, spend, and think about money, years after they started. 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━━━Follow us on Facebook: ➳ 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.

The Interview Series #31 - Rob Brayton - Part 2 In this episode of the Interview Series I interview Rob Brayton! Rob is a husband, father, soon-to-be grandfather, author of the book, A Father's Handbook, he has an extensive background in finance and business and is on a journey of helping others to start Infinite Banking. I hope you enjoy and learn!To connect with Robert, go to: www.perfectspiralcapital.comThe Book:www.afathershandbook.comRob's YouTube channel:https://youtube.com/@robbraytonpsc?si=EnllETF3VVrc2zer⚔️ “LIVE & LEAVE A LASTING LEGACY”

In this episode of the Money Meets Medicine podcast, hosted by Dr. Jimmy Turner and his co-host Justin Harvey, they discuss the potential financial consequences of sticking with the wrong financial advisor during one's career and retirement. They emphasize the importance of financial literacy for physicians, highlighting three groups of doctors based on their financial advisory needs: do-it-yourselfers, those who need help with fine-tuning, and those who prefer to outsource entirely. The discussion covers red flags that signal a problematic advisor, such as lack of fee transparency and inadequate knowledge of physician-specific financial needs. They also provide practical advice on how to fire a financial advisor, stressing the importance of being transparent and clear. They conclude with resources for finding the right advisor and emphasize the value of technical competency and integrity in financial advising.Looking for a good financial advisor? Check out Justin at https://apm-wealth.com/ Need own-occupation disability insurance? Get quotes here: https://moneymeetsmedicine.com.disability

I'm thrilled to welcome Clayton Quamme to today's episode of Military to Financial Planner! Clayton shares his fascinating career journey, starting with an unexpected gift—a personal finance book from his mom—back when he was 16. It sparked his lifelong passion for personal finance and wealth-building. From his time in Army ROTC to an influential moment in college that solidified his career path, Clayton recounts how these early experiences shaped his focus on becoming a Certified Financial Planner™. Clayton's story is all about intentional career pivots—often stepping backward financially to move forward strategically, gaining essential skills and expertise along the way. Throughout our conversation, Clayton provides incredible transparency. He details salary expectations at different stages of his career, from his initial struggles transitioning from active duty, taking a significant pay cut, balancing numbers as the family's primary income-earner, to becoming a partner at a successful RIA managing over $300 million. Come prepared to hear about the practical realities of financial planning careers, salary expectations, and what transitioning service members can anticipate as they navigate this exciting yet challenging profession. If you're coming out of a military background and wondering how to break into financial planning, Clayton shares helpful resources, thoughtful insights, and actionable advice born from personal experience. Clayton's journey illustrates that sometimes progress isn't linear, but every step backward can position you for greater growth and success ahead.  https://www.linkedin.com/in/claytonquamme/ The Automatic Millionaire by David Bach https://davidbach.com/books/the-automatic-millionaire/ The Millionaire Next Door https://www.themillionairenextdoor.com/  

In this episode, Warren Shute and Paul Cleworth walk you through what really happens in a first client meeting — and how to make sure yours feels less like a cold sales pitch and more like the start of an empowering journey. Think of it as your client's first step onto the Yellow Brick Road — and you're there as their guide, helping them find clarity, courage, and confidence about their future. Warren and Paul break down the essential ingredients for a truly meaningful first meeting: warm hospitality, a calm and welcoming setting (with proper biscuits!), and a tone that's informal but purposeful. You'll hear how the goal isn't to impress with technical know-how, but to really listen — to values, goals, fears, and dreams. If you're serious about elevating your client onboarding, just click your heels and watch this episode, it will help you turn first meetings from transactional to transformational. ========================== Chapters: 0:00 - Intro 6:52 - What you should expect when you first meet a financial planner ========================== Show Notes: Disc Profiling Tool https://www.discusonline.com/en-gb/ Tandem Link Tree link https://linktr.ee/tandemfinancial Ferris Bueller 40 years! – Life moves pretty fast, if you don't stop and look around, you could miss it! https://www.imdb.com/video/vi814725401/ Poem Warren Likes https://lindaellis.life/the-story-behind-the-dash-1 ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. ==========================

Send us a textJoin me as I interview Cindy Terry, a unique Retiree with a special outlook on 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

VJ Edgecombe's Summer League debut for the Sixers was an exciting one. We talk about Edgecombe, as well as the performances of the rest of the Summer Sixers. Then we talk about Mike's rec league championship win, the impending return of Kyle Lowry, and the fact that the Sixers didn't seem to want to sign Guerschon Yabusele to anything more than a minimum contract.The Rights To Ricky Sanchez is presented by Draft Kings SportsbookBriggs 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 conversationAdam Ksebe is the official realtor of The Ricky at 302-864-8643Surfside Iced Tea and Vodka is the official canned cocktail of The Ricky

The Interview Series #31 - Rob Brayton - Part 1In this episode of the Interview Series I interview Rob Brayton! Rob is a husband, father, soon-to-be grandfather, author of the book, A Father's Handbook, he has an extensive background in finance and business and is on a journey of helping others to start Infinite Banking. I hope you enjoy and learn!To connect with Robert, go to: www.perfectspiralcapital.comThe Book:www.afathershandbook.comRob's YouTube channel:https://youtube.com/@robbraytonpsc?si=EnllETF3VVrc2zer⚔️ “LIVE & LEAVE A LASTING LEGACY”

Website: Haven Financial Planning: Your Path to Financial Serenity

In this fifth volume of the Best of the Banking With Life Podcast, we bring together more memorable clips from past episodes. You'll hear practical insights, personal stories, and powerful reminders of why the Infinite Banking Concept® continues to resonate. As always, we hope you enjoy 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━━━Follow us on Facebook: ➳ 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 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:Feeling constantly behind and like you're always reacting instead of leading? In this episode, you'll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role.Organize your calendarShift from reviews to strategy sessionsSet better boundaries with clientsListen in for quick wins you can implement right away to reclaim your time and run your firm with intention.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind 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 the Durham Talents Channel! I never would've seen infinite banking if I didn't have a personal friend invite me to see a presentation. It bothers me to think that I might not be reaching myself. Meaning, what if I'm not even reaching people just like me because somebody's not inviting them.My friend called me, excited and talking about this idea of becoming your own banker. He didn't even end up doing it, but, I'm so glad that he invited me.Life was busy. You could probably understand that. I was a husband, my family was growing as my second son was just born that year. I started a side hustle business on top of working full-time that I decided to do full-time. We were active in our church. We love being outdoors. We wanted to travel and create experiences with our children.We were doing all of the conventional financial things: getting into debt with the banks, while paying into qualified plans, etc. When I saw infinite banking, I realized that I was a hamster on the wheel.When I saw infinite banking, I knew that was our path towards financial independenceAt the end of that presentation, the gentleman who showed us everything said that if we knew of somebody else that could benefit from this powerful financial information that we should invite them to see it.Here's the thing, I SHOWED UP at that presentation with three other fellas in my car that I had invited to come with me. A brother, friends, and business partners.Thankfully, I was just at an open minded point in my life where I realized that you don't know what you don't know and then after I saw that presentation, I realized that some things that we think we know just aren't so. And I believe that when you know better, you can do better, if you choose So here's what I'm asking, if you know somebody that should discover this powerful financial concept, encourage them to check it out. Send them to my website. They can see me make a presentation right there just like I saw back in 2015 that changed everything for me. They will hear me talk about the book that Nelson wrote , who started it all. And then they can choose to live and leave for lasting legacy.If my friend hadn't invited me, I wouldn't have seen it. ⚔️ LIVE & LEAVE A LASTING LEGACY

Thinking about changing jobs or just got promoted? In this episode, Tim and Tim cover 7 key financial considerations, from negotiating offers to managing benefits, to help you navigate the transition with clarity and confidence. Episode Summary If you recently changed jobs or just landed a promotion, congratulations! A new opportunity, whether internal or external, often brings exciting possibilities…and important financial decisions. In this episode, 7 Key Financial Considerations During a Job Transition, YFP Co-Founder & CEO, Tim Ulbrich, PharmD is joined by YFP Co-Founder & COO, Tim Baker, CFP®, RLP®, RICP® to walk you through the most important financial areas to think about when navigating a job change or stepping into a new role. They cover how to: ✅ Evaluate and negotiate a new offer ✅ Understand your updated benefits package ✅ Make a plan for your old 401(k) ✅ Align your new compensation with your financial goals ...and more. Whether you're in the early stages of a transition or already in your new role, this episode is your financial checklist to move forward with clarity and confidence. Mentioned on the Show YFP 384: Beyond Salary: Negotiating Your Value in the Workplace Never Split the Difference by Chris Voss YFP 328: How to Navigate Open Enrollment & Employer Benefits YFP Episode 408: What Should You Do With an Old 401(k) YFP Episode 404: 5 Key Questions to Ask When Hiring a Financial Planner  

Jane Dutton (standing in for Relebogile Mabotja) speaks to Kim Potgieter a Certified Financial Planner, author and coach about the conversations we need to have with our aging parents. See omnystudio.com/listener for privacy information.

Send us a textThe conventional approach to withdrawing retirement funds generally involves withdrawing from taxable accounts first, followed by tax-deferred accounts, and finally tax-free accounts. This strategy can minimize taxes and maximize the growth of tax-advantaged investments. Does that mean that this is the best approach for everyone? Like most retirement-related topics, the answer is not a simple yes or no. 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

Becoming Your Own Banker - Book Review Ep. #24 Points to ConsiderIn this Series we will be studying, subject by subject, the concepts within the original source material for “Unlocking the Infinite Banking Concept” in R. Nelson Nash's book, Becoming Your Own Banker. This episode wraps up our study of the book with some final points from Nelson. Use your imagination, reason, logic and consider these concepts. ⚔️LIVE & LEAVE A LASTING LEGACY

In this fourth volume of the Best of the Banking With Life Podcast, we've compiled another set of standout clips from past episodes. These moments highlight real client experiences, timeless insights, and classic IBC conversations. As always, we hope you enjoy 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-t...Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/produ... (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/getti...━━━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/produ...━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast...Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ / banking-with-life-podcast━━━Follow us on Facebook: ➳ / 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.

On this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets amid geopolitical tensions in the Middle East and the implications for oil prices and overall investor sentiment.  Then, Kathy Jones sits down with Mike Townsend, Schwab's managing director of legislative and regulatory affairs, to discuss the evolving geopolitical landscape, particularly the U.S. involvement in the Middle East and its implications for foreign policy. They explore market reactions to recent conflicts, the current state of tariffs and trade negotiations, and the impact of immigration policies on labor markets. Additionally, they highlight key policy issues for investors to watch in the second half of the year, including the potential for deregulation and the future of cryptocurrency regulation.You can follow Mike Townsend on LinkedIn or X.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Currency trading is speculative, volatile and not suitable for all investors.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures productsAll  names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intendedShort selling is an advanced trading strategy involving potentially unlimited risks, and must be done in a margin account. [There is no guarantee the brokerage firm can continue to maintain a short position for any period of time. Your position may be closed out by the firm without regard to your profit or loss.](0625-B9S2)

In this episode, we're diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we've included downloadable templates to make implementation easier than ever.Here's what you'll learn in this episode:What a workflow and SOP actually are—and why they matterThe six essential elements of a great SOP (hint: it's more than just steps!)The most common mistakes advisors make when building workflowsHow to test and refine your SOPs before automatingWhy keeping a non-digital copy of your workflows is critical for long-term successBy the end of this episode, you'll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable.Let's get building!

EncycloMedia Series #29 Child Benefit RiderIn this installment we cover the Child Benefit Rider and how it relates to infinite banking.The proper structuring of a policy for the implementation of Infinite Banking may include a Child Benefit Rider. This rider can allow for more protection now, future convertibility to additional whole life policies and thus augment the scale of a private banking system. Welcome to our EncycloMedia Series!This series is dedicated to defining, classifying, and describing the particulars of Whole Life Insurance as the ideal asset to use for Infinite Banking as described by R. Nelson Nash in his book, Becoming Your Own Banker. ⚔️ LIVE & LEAVE A LASTING LEGACY ⚔️

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Matt Goren, a leader in developing industry leading financial education about changing the way we think about financial planning education.In this episode we discussed:How psychology applies to financial planning. There are the same number of financial planners today as there was 10 years ago.How education accelerates a career in financial planning.How AI will improve financial planning education.Know your own value to whoever is going to be paying you. You should be paid for the value that you're bringing.Connect with Matt Goren, PhD CFP®:  LinkedIn (here) Referenced on the show:Compensation: Salary.com and Glassdoor.com Morgan Housel (here)Michael Kitces (here)The American College - CFP, ChFC and other designations -  (here)Bio: Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education - at scale. His approach combines lessons from his own teaching experience with best practices in online education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and his courses and programs have won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE. Matt is the Chief Strategy Officer for the Brett Danko Education Center, which helps thousands of current and future financial planners pass the CFP exam. Collectively, those folks go on to provide financial advice and planning to millions of people.Matt co-founded the Global Financial Planning Institute to promote competency in the cross-border financial planning space. In addition, he is a FinServ mentor and serves with the FPA and the AFS to advance financial planning education in higher education and to career changers around the world.Previously, Matt ran Dalton Education as VP of Financial Planning Education at CeriFi from 2023 to 2025. From 2022 to 2023, Matt worked at CFP Board as Director of Knowledge for Practice. From 2018 to 2022, he worked in a series of roles at The American College of Financial Services, culminating as the director of their CFP® and ChFC programs. From 2016 to 2018, he was a professor of personal finance at the University of Georgia. And, from 2016 to 2020, he created and produced the lighthearted personal finance show Nothing Funny About Money on NPR. Before switching careers to financial planning, Matt ran the psychology research consulting firm Beyond Berkeley and taught psychology and statistics courses at UC Berkeley and the University of Georgia.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.

Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.

In this episode of the financial planner life podcast, Sam Oakes sits down with Katie, a former Army officer who transitioned into a successful financial planning career with the St. James's Place Academy.Katie's story is one of resilience, adaptability, and building a business that fits around life's big moments, including becoming a mum mid-way through growing her firm.We cover:✅ How military skills like leadership, discipline, and resilience translate into financial planning✅ What it's really like going through the St. James's Place Academy (and how Katie passed her exams in just 6 months)✅ The importance of mentorship and building your support network✅ How social media, especially Instagram Stories, has helped her win new clients✅ Balancing business growth and motherhood, and how becoming a parent opened new networking opportunities✅ Why financial planning needs more diverse voices and more women in leadership✅ Tips for using LinkedIn and Instagram for business development✅ The power of storytelling and human connection in financial servicesWhether you're ex-military, thinking about a career change, or wondering how to balance parenthood with self-employment, this is a must-watch.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

David DeWitt shares his personal journey from financial disaster to freedom, revealing how understanding the connection between ADHD, shame, and money behaviors transformed his relationship with finances.• Breaking free from the shame cycle that drives ADHD financial behaviors• Understanding how self-beliefs sabotage financial progress despite good intentions• Learning that willpower and discipline aren't effective solutions for ADHD money management• Recognizing how 20,000 more negative experiences shape harmful core beliefs in people with ADHD• Discovering how to befriend rather than battle financial demons• Making sustainable progress by addressing emotional foundations first• Finding freedom through self-acceptance rather than constant self-improvementJoin our Shameless Money community to decode your money story and build sustainable financial systems designed for the ADHD brain. Check out our Financial Transformation coaching package that includes a deep discovery call, personalized roadmap with your money story decoded, and implementation sessions to build systems that actually work for you.Head over to our YouTube channel for the full experience on future episodes.Learn more about ADHD-friendly financial coaching Follow me on YouTubeSubscribe to the newsletter

We're halfway through the year, advisors — and you know what that means. It's time to hit pause, get real about what's working (and what's not), and make sure you're set up to finish strong. In this episode, I'm sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.Here's what you'll learn in this episode: 1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors) 2️⃣ Which strengths you should scale — and which ones you shouldn't 3️⃣ How to spot the quicksand that's secretly dragging you down 4️⃣ The one-page Direction plan to keep you realistic and focused on what matters 5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out)No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let's map out a second half you can feel proud of.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Send us a text“Time is what we want most but what we use worst.” — William PennEach passing year changes and shortens my horizon, just like it does yours.And that changes how one approaches life. Does one buy a new house at age 73 and consider a 30-year mortgage? Or does someone engage in the opposite behavior, refraining from buying green bananas?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

Ep. #121: Infinite Banking - Before 40Some things are just different before you're 40. I myself will experience the before and after of turning 40 years old this year, 2025. So, yes, I'll report back soon about Infinite Banking AFTER 40

In this montage episode of The Banking With Life Podcast we share some great clips from past episodes. As always, we hope you enjoy 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━━━Follow us on Facebook: ➳ 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.

EncycloMedia Series #28 Human Life ValueIn this installment we cover the topic of human life value and how it relates to infinite banking.Everyone is limited on how much insurance one can have. This makes the proper structure of individual policies, and their addition into a system of policies, all the more important.Welcome to our EncycloMedia Series!This series is dedicated to defining, classifying, and describing the particulars of Whole Life Insurance as the ideal asset to use for Infinite Banking as described by R. Nelson Nash in his book, Becoming Your Own Banker. ⚔️ LIVE & LEAVE A LASTING LEGACY ⚔️

What if you could unlock the secrets to a healthier relationship with money?   Melissa Hoyer is a certified financial planner and a life & wealth coach. We had a fantastic conversation about money mindset, wealth coaching, and the fascinating concept of money archetypes.   Discover how understanding your money archetype can help you break free from self-sabotaging beliefs and adopt a healthier mindset around investing in yourself and your business.   Melissa shares practical strategies for overcoming common money blocks and emphasizes the importance of creating from a place of joy rather than hustle.   Don't let your beliefs about money hold you back. If you're ready to shift from a scarcity mindset to one of abundance, this episode is for you!   Connect with Melissa: Website: https://www.wayintowealth.com/  LinkedIn: http://linkedin.com/in/melissahoyer    ✨ Join my Mompreneur Glow Up email list. It's your go-to source for all things life, leadHERship, and mindset.  

Holistiplan https://www.holistiplan.com/Corvee https://corvee.com/TaxPlanIQ https://www.taxplaniq.com/TallyFor https://www.tallyfor.com/

What If the “Standard Life Plan” Is the Real Trap?   I sit down with Bri Conn, a Certified Financial Planner at Childfree Wealth, for a refreshingly honest conversation about what it means to choose a different path.   Bri opens up about the money messages passed down in her family, like the ever-present Dave Ramsey book in her grandmother's kitchen, and how those early lessons shaped her beliefs. From preparing for financial abandonment when she came out in college to becoming a planner helping others chart a non-traditional path, Bri's story is about rewriting the money rules and taking full ownership of your future.   If you've ever felt boxed in by expectations:  marriage, kids, retirement at 65, this episode will challenge you to ask: What do I really want my life to look like?   Tune in now to watch or listen, you don't want to miss this one!     00:00 – Childhood Lessons: Cash-Only Living & Dave Ramsey Roots 05:00 – Coming Out, Working 4 Jobs & Saving “Just in Case” 10:00 – Discovering Personal Finance & Building a DIY Strategy 17:00 – The Career Pivot: From Burned-Out Marketer to Financial Planner 21:00 – Starting Childfree Wealth: Who It's For & Why It Matters 28:00 – Ditching the Standard Life Plan & Defining Your Path 36:00 – Flat Fees, Boundaries, & Building Your Dream Financial Team    

Send us a text“If it's your job to eat a frog, it's best to do it first thing in the morning. And if it's your job to eat two frogs, it's best to eat the biggest one first.” - Mark TwainIf 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

EncycloMedia Series #27 Limited Pay PoliciesIn this installment we cover limited pay policies.10 pay, 20 pay, paid up to 70… There are several types of limited pay policies and you should understand the characteristics of each, particularly for implementing infinite banking.Welcome to our EncycloMedia Series!This series is dedicated to defining, classifying, and describing the particulars of Whole Life Insurance as the ideal asset to use for Infinite Banking as described by R. Nelson Nash in his book, Becoming Your Own Banker. ⚔️ LIVE & LEAVE A LASTING LEGACY

Bryan Jepson MD and CFP, author of The Physician's Path to True Wealth: 12 steps to gaining control over your money and your time – you can find it on Amazon and at this website for free Bryan Jepson MD, CFP® | physician financeDisclaimers:This is not specific financial advice, this is general education. Talk with your own advisor or schedule with Bryan to get specific advice The earlier you can get financially literate and work on a plan the betterBryan is an emergency medicine physician, along his journey in medicine he also spent 5 years working in Autism before coming back to EM full timeThe covid pandemic and a feeling of stagnation and desire to keep learning prompted Bryan to pursue a master's degree in finance Bryan finds familiarity in his role as a physician to his role as a financial planner. You listen to the client and come up with a plan that fits their needsBryan talks about the difference between riches and wealth; discretionary income is the income above your mandatory expenses – and what you do with that extra income is how you become wealthy or richRiches are the material things you may spend that money on, car, house, toysWealth is the money you could spend but instead save or invest insteadThe goal is to create assets so that your income is no longer needed. Buying back your timeWhen you have true wealth, you can make decisions with your timeWorking towards being financially independent prevents burnoutChoosing to work vs working because you have to is easier, and makes you a better providerKey attributes to develop to be financially successful: Be patient – assets grow slowly. Be consistent in investing. It is boring. Be honest with what you know and what you don't know so you can spend some time educating yourself. Courage, because it does take some risk taking to invest instead of just savingIf you keep all your money in cash, you are guaranteed to lose purchasing powerThe longer your time frame the better the stock market will perform for youCreating discretionary income is difficult at lower incomes levels. But I do still believe you can retire from EMS. One way that I was able to save and invest as a paramedic was working overtimeHaving higher incomes does speed things along but it is not the cure for financial problems because we all have a tendency to spend what we make – fundamentally it's the same problemWe talk about the vehicles we drive and how we have utilized them to save more moneyBut spend money on Support the showFull show notes can be found here: Episodes - Practical EMS - Content for EMTs, PAs, ParamedicsMost efficient online EKG course here: Practical EKG Interpretation - Practical EMS earn 4 CME and learn the fundamentals through advanced EKG interpretation in under 4 hours. If you want to work on your nutrition, increase your energy, improve your physical and mental health, I highly recommend 1st Phorm. Check them out here so they know I sent you. 1st Phorm | The Foundation of High Performance Nutrition Everything you hear today from myself and my guests is opinion only and doesn't represent any organizations or companies that any of us are affiliated with. The stories you hear have been modified to protect patient privacy and any resemblance to real individuals is coincidental. This is for educational and entertainment purposes only and should not be taken as medical advice nor used to diagnose any medical or healthcare conditions.

In this episode of the Banking With Life Podcast, James continues the conversation with Andy Barker. Andy shares how his business experience and faith shape the way he uses the Infinite Banking Concept® and why staying grounded matters in finance and life. As always we hope you enjoy the episode and thank you for listening!Part 1: ➫ youtu.be/bPIp0qmpyNoMake 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━━━Follow us on Facebook: ➳ 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.

Kathy Jones and Liz Ann Sonders discuss recent unemployment data, the upcoming Fed meeting, and the performance of the Magnificent 7 stocks. Then, Liz Ann Sonders and Cameron Dawson, Chief Investment Officer of NewEdge Wealth, discuss the “muddiness” in the current economic data and the overall landscape, focusing on inflation, tariffs, consumer behavior, corporate margins, and the outlook for earnings. They explore the complexities of the bond market, foreign demand for US securities, and the implications of corporate balance sheets on the economy. Their conversation also highlights the importance of international diversification and strategic portfolio construction in uncertain times.You can read Liz Ann and Kevin's midyear report, “2025 Mid-Year Outlook: U.S. Stocks and Economy,” on schwab.com.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.   All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.   Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.   Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.Investing involves risk, including loss of principal.   Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Money market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of an investment at $1.00 per share, it is possible to lose money by investing in the fund.Correlation is a statistic that measures the degree to which two securities move in relation to each other.Schwab does not recommend the use of technical analysis as a sole means of investment research.  The book Stranger in a Strange Land is not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Schwab has not reviewed the book and makes no representations about its content.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.​​Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see​ Schwab.com/IndexDefinitions.(0625-6XWH)

The Interview Series #30 Tricia Miller - Part 2In this episode of the Interview Series I interview Tricia Miller! She is a mother, homeschooler, has a varied background in real estate, personally practices infinite banking, and is a professional in the space now! I hope you enjoy and learn!To connect with Tricia, go to: www.buildsmartmoney.comOr Email IBCTricia@gmail.com⚔️ “LIVE & LEAVE A LASTING LEGACY” ⚔️

In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices. For full show notes, see kitces.com and thesocietyofadvice.com.

Reverend Mark Hester is in his 9th year serving as the Pastor of Loudon Cumberland Presbyterian Church in the Presbytery of East Tennessee. He had a long career as a bi-vocational minister serving often as an Interim, Stated Supply and Pulpit Supply. Before his retirement from full-time secular work in 2021, he was a Registered Investment Advisor and Certified as a Financial Planner. In his 43 years in the financial world, he managed wealth for clients in 27 states and specialized in taking care of ministers and their families. Mark studied Communications at the University of Tennessee, Religion and Arts at Lambuth University (University of Memphis), Finance and Estate planning from Michigan State University and The American College and Theology from Southern Seminary and Memphis Theological Seminary. He is a Program of Alternate Studies graduate and beginning a final year in a Doctor of Ministry in Pastoral Therapy program from Memphis Theological Seminary. He is the Chair of his Presbytery's Committee on the Ministry – Clergy Care and has served on various boards and agencies at all judicatory levels. He is a former member of the Board of Trustees at Bethel University. He has been an Instructor for Program of Alternate Studies and Memphis Theological Seminary in minister's finance. Mark is at least a 4th generation Cumberland Presbyterian and a Cumberland Presbyterian “preacher's kid”. He is a native Tennessean and he and his wife live happily ever after in Farragut, Tennessee.Mark is working on a doctoral research project on clergy care for Cumberland Presbyterian ministers. The purpose is to better serve ministers involving self-care and continuing education. If you are Cumberland Presbyterian minister, click the link: https://www.surveymonkey.com/r/7T3RTYF. The survey is point and click and takes approximately five minutes.Music is provided by Pierce Murphy, Caldera Blue. Source:  https://www.freemusicarchive.org/music/Pierce_Murphy/through-the-olive-branches/caldera-blueComments: http://freemusicarchive.org/Additional comments:  modifications made to shorten and loop song for introduction and closing of podcast.Copyright Attribution and License: http://creativecommons.org/licenses/by/4.0/

Send us a textIn our media-driven world, perception is a powerful emotion. The type and style of clothing worn are common tools that media influencers use to enhance perception. The style and type of clothing a person wears send a powerful message.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

In this episode of the Banking With Life Podcast, James sits down with his friend Andy Barker. Andy was in town for a business conference and stopped by the studio to share part of his story. He talks about his background, early work, and the values that led him to 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━━━Follow us on Facebook: ➳ 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.

In this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of tariffs and the ongoing trade war, the implications of budget bills on the economy, and insights into inflation and the labor market. They explore how tariffs are affecting economic indicators, the challenges in estimating tariff revenue, and the potential impact of upcoming economic reports on Federal Reserve policy.You can read Kathy's midyear report, “Fixed Income Outlook: Cool and Cloudy” on Schwab.com. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0625-43K6)

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?

Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. Whether you're just getting started or looking to improve your video presence, this conversation is packed with practical insights! What you'll learn in this episode: Why video helps build trust faster than traditional marketingHow to use video at different stages of the client journeyThe biggest mindset blocks stopping advisors from using video (and how to overcome them)Simple strategies to make video a seamless part of your business operationsBest practices for using video on your website, social media, and in client communicationsUsing video doesn't have to be overwhelming or complicated. Katie shares how to start small, focus on authenticity, and leverage video in a way that works for you. Tune in to learn how video can help you create stronger client relationships and a more efficient practice!Check out Katie's website HERE!Connect with Katie on LinkedIn HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.