Podcasts about financial planners

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.

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.

As more Americans express the desire to age in place, navigating the intersection of financial security, legal protections, and healthcare needs becomes paramount. In this episode of Talk Law Radio, host and Texas attorney Todd Marquardt dives deep into the legal, financial, and emotional blind spots families face when preparing for long-term senior care. The episode features two expert guests who bring unvarnished truths and practical solutions to the table. First, Joseph Warren, a Financial Planner with Financial Planning HQ, discusses the critical role of financial strategy, market navigation, and radical accountability when building a roadmap for retirement. Then, Regina Yockey, Administrator at Avenues Home Care, joins the show to shed light on the realities of the home care industry, the power of proactive pre-planning, and what it truly means to provide compassionate, one-on-one care for our aging loved ones. Key Topics Covered The Power of Unvarnished Financial Truth: Joseph Warren shares why high-net-worth clients need advisors who act as a "financial CEO" rather than "yes men," highlighting a 2022 case study on moving excess cash into the market during high inflation to protect early retirement goals. Accountability & Holistic Strategy: Why simple investment management is only one piece of the puzzle, and how building emergency cash reserves (especially in volatile sectors like the Texas oil fields) takes the emotion out of unexpected industry shifts. The Landscape of Senior Rehabilitation and Home Care: Regina Yockey demystifies the transition from hospital short-term rehab to home care, breaking down Activities of Daily Living (ADLs) and explaining how private caregivers preserve independence. Proactive Planning vs. Crisis Mode: A moving discussion on why families must have difficult conversations early—touching on dementia progression, long-term care insurance, and overcoming the "guilt factor" before an emergency or a fall forces a sudden decision. The "Take Care Of" Clause & Instruction-Based Planning: Todd Marquardt explains how families can transition from mere "permission slip" legal planning to instruction-based planning, ensuring an elder's explicit wishes are honored and sibling conflicts are prevented. Sinners & Saints: A thoughtful segment exploring proportional justice alongside heartwarming, real-life stories of caregivers going above and beyond—using music, companionship, and deeply personalized care to uplift seniors. Key Takeaways Information vs. Action: We are drowning in knowledge, but financial and retirement success belongs to those who act on the best advice with an accountable team behind them. The Hidden Cost of "Flat Fees" & Advisor Ethics: A look at traditional industry practices of ranking clients, and why flat-fee financial models ensure every client gets the attention they deserve. Pre-Planning Protects Dignity: Waiting until an acute medical event occurs limits your choices; early legal documentation and home assessments keep seniors safer and independent longer. Instruction is Key to Legal Protection: Legal planning shouldn't just be about passing down assets after death; it must explicitly address disability, incapacity, and specific long-term care desires to prevent family fractures. -Sponsored by Marquardt Law Firm and Financial Planning HQ -Go to marquardtlawfirm.com and financialplanninghq.net Contact Information Featured in this Episode Marquardt Law Firm (Todd Marquardt): Call 210-530-4278 or visit marquardtlawfirm.com. Financial Planning HQ (Joseph Warren): Call 210-444-2128 for a complimentary 20-minute financial roadmap strategy session. Avenues Home Care (Regina Yockey): Call Regina directly at 830-832-0089 or the San Antonio office at 210-236-5582. See omnystudio.com/listener for privacy information.

In part two of this conversation, James and Michelle Prather discuss the realities of long-term care, the challenges facing families and caregivers, and why planning ahead can help preserve both financial security and personal dignity. They also explore common misconceptions about government programs and the value of maintaining control over future care decisions. 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 struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients, this episode is for you. In this Efficient Friday episode, Libby dives into the power of building a Client Intel Process—a simple but powerful system for gathering, storing, and using personal information to deepen relationships and create remarkable client experiences. More importantly, she shares the common mistakes advisors make when collecting client intel and how to avoid turning something thoughtful into something transactional. Based on conversations from a live Q&A with advisors inside The First 100 Days course, this episode will help you create more authentic connections with clients while using process to support—not replace—the human element of your practice.In this episode, you'll learn:Why asking clients to fill out a questionnaire about their preferences can actually diminish the impact of future gifts and gesturesHow to gather meaningful client intel naturally through conversations, observation, and the practice of "double-clicking"Creative ways to use personal information to surprise, delight, and strengthen client relationships throughout the yearHow to build a simple process for capturing and accessing client intel so no important details get lost over timeThe best client experiences aren't built on expensive gifts or elaborate gestures. They're built on making people feel seen, known, and valued. By creating a thoughtful Client Intel Process, advisors can use systems and processes to deepen human connection, strengthen trust, and create experiences clients remember long after the financial planning conversation ends.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.

Should UK financial planners be looking at the international advice market? Andreas Hollas has spent 13 years in Dubai building expertise that has no textbook, and the career it's given him is unlike anything available in the UK.In this episode of Financial Planner Life, Sam sits down with Andreas Hollas, chartered financial planner and technical advice director at Titan Wealth International, to explore what international financial planning actually looks like, the clients, the cases, the complexity, and the career opportunity most UK advisers don't even know exists.Andreas came straight out of university into financial services, built the largest client book at HHR, and now supports 80 advisers across Titan Wealth International with the most complex cross-border cases in the business. His clients span from the Dominican Republic to the Republic of Korea. His cases have no rulebook. His answers come entirely from experience.The result? A career at the front edge of a growing market that is desperately short of advisers genuinely equipped to serve it.If you're a UK financial planner curious about the international space, already working overseas and wondering what's next, or simply looking for a career path that rewards deep specialisation, then this is the episode for you.What we cover in this episode:What international financial planning actually means and who the clients really areWhy cross-border advice has no textbook and why that's the entire opportunityHow Andreas built the largest client book in his firm without being the busiest adviserThe supply and demand gap in the international market and what it means for career progressionWhat the One Titan philosophy means in practice for globally mobile clientsThe two routes into Titan Wealth International for UK advisers considering the moveWhy moving internationally doesn't mean losing your existing UK client relationshipsWhat the Denmark/Dubai case study reveals about what 13 years of experience actually buys youHow Titan Wealth's Next Generation Leaders programme is developing the next generation of international advisersWhy the international market rewards specialisation faster than almost anywhere in the UK profession

Money Memo #15 Financial Education Before Financial FreedomJim Rohn said that if you received a million dollars, you better learn how to be a millionaire, so you can keep the money. Financial education is so important and is at the front end of becoming your own banker. Infinite Banking begins with addressing our own human problems. ⚔️ LIVE & LEAVE A LASTING LEGACY

Send us Fan MailI started taking RMD‘s two years ago. RMDs may be straightforward, but the decision is not!                                                                                                                      Since taxpayers with a qualified retirement plan normally take RMD‘s, there are questions concerning timing and best strategies once RMDs are required.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

You do not need to be rich to start investing. But you do need a plan.In this episode, Nicole Carson, CFP®, MBA and founder of 2nd Story Wealth Planners, breaks down how beauty professionals can start building an investment plan around real-life factors like debt, uneven income, taxes, retirement goals, and fear of the market. She explains why investing is not only for wealthy people and how consistency, time, and a clear plan can help beauty pros build long-term financial security.

The Interview Series #50 Jodi LaFranceIn this episode of the Interview Series I interview a friend and colleague, Jodi LaFrance.Jodi is a wife, mother of 5, and an insurance professional that is on her own journey of Infinite Banking and helping clients to become their own bankers. I hope you enjoy our conversation and learn!To connect with Jodi:Facebook: https://www.facebook.com/share/1AnfxniHcD/?mibextid=wwXIfrInstagramhttps://www.instagram.com/jodilafrance?igsh=a3JkNGg5b3M1cWM4&utm_source=qrLinkedIn https://www.linkedin.com/in/jodi-lafrance-761349212?utm_source=share_via&utm_content=profile&utm_medium=member_ios⚔️ “LIVE & LEAVE A LASTING LEGACY”

Over 50% of Australians don't have a valid will, leading to state-controlled asset distribution, family disputes, and unexpected tax burdens. Discover the estate planning mistakes financial planners see every day and how to avoid them. Approved Financial Planners Pty Ltd City: Floreat Address: 7/437 Cambridge St, Website: https://approvedfp.com.au

In part one of this two-part episode, James sits down with Michelle Prather, author of Who's Wiping Your Assets?, to discuss long-term care planning, common misconceptions about care costs, and the impact these expenses can have on families. They also explore asset-based long-term care solutions and why planning ahead can help preserve both wealth and peace of mind. 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.

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

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Money Memo #14 Child Policies for Infinite BankingInfinite Banking is the ideal way to put our children and ourselves on the path of financial freedom. Becoming your own banker protects your family, provides for our need for finance, and allows us to participate in the profitability of the best business in the world: banking. ⚔️ LIVE & LEAVE A LASTING LEGACY

Send us Fan MailJoin Sarah Thompson and me as we discuss in detail her experiences with ill and aging parents.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 Interview Series #49 Shawn KingIn this episode of the Interview Series I interview a friend and colleague, Authorized IBC Practitioner, Shawn King. Shawn is a husband, father, world-traveler, author and an Authorized IBC Practitioner.I hope you enjoy our conversation and learn!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 special 300th episode, James reflects on the historical idea of the “remnant” by exploring the stories of Sparta's 300, Gideon's 300 men, and other examples of individuals who stood apart from the crowd. He draws parallels between these enduring lessons and the Infinite Banking Concept®, emphasizing discipline, independent thinking, and the importance of controlling the banking function in your own life. 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━━━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 you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And this week, I'm coming to you from the Ritz-Carlton in Chicago, where I'm speaking at a conference and taking notes on one of the most recognized customer experience brands in the world. As I've watched the little details and thoughtful touches that make the Ritz-Carlton experience so memorable, I couldn't help but think about how easily many of those same principles can be applied inside an advisory firm. In this episode, I'm breaking down three specific Ritz-Carlton practices that advisors can use to create more memorable, consistent, and remarkable client experiences.In this episode, you'll learn:How the Ritz-Carlton's famous $2,000 Rule empowers employees to solve problems, create memorable moments, and deliver exceptional service without waiting for management approvalWhy capturing client preferences and personal details is only half the battle—and how to actually use that information to strengthen relationships and deepen client loyaltyHow daily service meetings at the Ritz create consistency across the organization and how advisors can incorporate client experience discussions into their own team meetingsThe three foundational pillars of a remarkable client experience: empowering your team, collecting meaningful client intelligence, and creating processes that ensure consistence.The best client experiences don't happen by accident. The Ritz-Carlton has built a reputation for excellence by intentionally empowering employees, documenting client preferences, and creating systems that reinforce exceptional service every day. The good news is that you don't need a luxury hotel budget to apply these principles. Small, thoughtful actions backed by strong processes can help your clients feel seen, known, and valued—and that's what creates loyalty, referrals, and lasting relationships.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.

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

Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, and sharing every step of the journey in real time.In this episode, Sam sits down with Hannah for the second update in an ongoing series following her path from a complete beginner to a qualified financial planner. She's one exam down, five to go, and already doing things most trainees don't think about until they're qualified.They dig into what it actually felt like to sit her R01 after 11 years away from exams, what she's learning by shadowing real client meetings, and why she's already thinking seriously about the business she hasn't launched yet. Most importantly, Hannah makes the case, without even realising it, for why waiting until you're ready isn't the way to building success.This one's for anyone who's thinking about becoming a financial planner, currently in the middle of their exams, or wondering what the path to self-employment actually looks like from the very beginning.The key takeaways

Money Memo #13 Even With Money: A Good Offense Is A Good DefenseYou are your most important asset. Your life, and the lives of your loved ones, are worth protecting. Thankfully, with Infinite Banking, we check the protection box while also building a private family banking system of whole life insurance policies. ⚔️ LIVE & LEAVE A LASTING LEGACY

Send us Fan MailI don't know if you've noticed, but writing checks is almost a thing of the past. Most people write very few, if any, checks anymore. The digital transfer of money has become quicker and easier with the advent of multiple options for cash transfers, such as ACH, debit cards, Zelle, and Venmo. But, are electronic money transfers safer?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 twelfth installment, James explains Modified Endowment Contracts (MECs), how they occur, and why policy design should focus on long-term performance rather than maximizing early cash value. He discusses MEC limits, policy flexibility, and common misconceptions surrounding overfunded whole life insurance. As always, we hope you enjoy the episode, and thank you for listening!━━━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.

Money Memo #12 Good Money HabitsThe best money habits begin with paying yourself first and becoming your own banker. Paying yourself first, Keeping what you earn, not losing money, thinking long range, not doing business with banks, are sound money habits that can put you on the road to financial freedom. Become your own banker.⚔️ LIVE & LEAVE A LASTING LEGACY

Send us Fan Mail"Hacks" are everywhere, including an article I recently read concerning the Trump account "hack" that could turn small savings into a tax-free fortune. After reading the article, I felt it was technically correct, but disingenuous. It is not practically feasible for most people. 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

Why do smart, capable people ignore advice they genuinely believe is good for them? In this episode, Joy Slabaugh—a CFP® and Certified Internal Family Systems (IFS) Therapist—joins the conversation to explore why behavior change rarely comes from better information alone. Joy explains how IFS helps financial planners understand the internal conflicts people experience around money, and why working with “parts” often succeeds where logic, pressure, and persuasion fail. The discussion reframes the advisor's role—not as fixing or convincing—but as facilitating self-led clarity, trust, and follow-through, offering a powerful framework that benefits both the people seeking help and the professionals who serve them. #financialtherapy, #behavioralfinance, #moneymindset, #internalfamilysystems, #IFStherapy, #moneypsychology, #financialplanning, #advisorlife, #clientbehavior, #behaviorchange, #emotionalintelligence, #selfleadership, #mindsetmatters, #moneyhabits, #financialwellness, #trusttheprocess, #innerwork, #clientrelationships, #financialadvisor, #psychologyofmoney, #decisionmaking, #humanbehavior, #moneycoaching, #professionaldevelopment, #advisorypractice A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions. Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

What happens when the financial plan you created five years ago no longer matches the life you're living today? In this episode, John and Tommy explore why great financial planning is never static and how the best plans evolve alongside career changes, unexpected opportunities, market shifts, retirement decisions, and personal goals. Through real-life client stories, they break down how ongoing financial planning relationships help people confidently navigate uncertainty, major career transitions, and complex financial decisions.  Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn  John Mason: LinkedIn Tommy Blackburn: LinkedIn 

Family Banking Ep. #7: Infinite Banking for Business Equipment In this episode of our Family Banking Series, I share a recent family deal on a camera purchase we made together with our children for our business. For years, we have had conversations with our children about the Infinite Banking Concept. They know we use our system of whole life insurance policies as our family banking system. We've been putting velocity on our money by paying premiums together, we've made policy loans for financing decisions, and we just keep leveling up and scaling what we can do together. This deal was about: 1. Paying premiums together, 2. Making policy loans, and then 3. Proposing an opportunity for our children to buy a camera, that I would then use in our business, and therefore pay them their principal back with interest over the next 6 months. The Infinite Banking Concept allows families to do more together, have bigger conversations about goals, plans, and dreams; it enables us to keep control and profit from our financing needs. Want more from our Family Banking Series?Check it out here: https://bit.ly/FamilyBankingSeries ⚔️ “LIVE & LEAVE A LASTING LEGACY”

Jared McCain is playing a lot for the Thunder, including a 24 point performance in OKC's Game 3 win. We talk about how McCain looks and rehash the trade, give out grades for almost all of the current Sixers, and talk about the report that Jameer Nelson is an internal candidate for the Sixers open President of Basketball Operations position. The Rights To Ricky Sanchez is presented by Draft Kings Sportsbook Get 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 conversation LL Pavorsky Jewelers is where Rights To Ricky Sanchez listeners go and get engaged. Surfside Iced Tea and Vodka is the official canned cocktail of The Ricky.

In this eighth volume of the Best of the Banking With Life Podcast, we've compiled another collection of memorable moments and key discussions from recent episodes. From practical applications to foundational principles of the Infinite Banking Concept®, these highlights continue to showcase the enduring value of Nelson Nash's work. 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!➫ 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.

What does it really take to build a successful financial planning career, and how much of it comes down to education, persistence, and understanding human behavior? In this episode, Gary Clement shares his unconventional journey from a math major with an interest in investments to an experienced financial planner, educator, and PhD holder. He walks through his early days in the industry, the lessons learned from working in high-pressure sales environments, and the pivotal experiences that shaped his transition into financial planning and education. Listen in to learn why behavioral finance is becoming central to the future of advice, how advisors can help clients overcome suboptimal decision-making, and why understanding human behavior is just as important as technical knowledge. Gary also unpacks how real-world experience, licensing, and continuous education can shape long-term career success in financial planning. You'll hear about career strategy for new planners, the importance of early job experience, and how to build momentum in a competitive industry. You can find show notes and more information by clicking here: https://tinyurl.com/3tk7yawv

75% of financial advisers lose their AUM when a client passes away. Not because of bad performance. Not because of high fees. Simply because nobody built a relationship with the next generation.Ben Mason form Kinvault did something about that. In this episode of Financial Planner Life, Sam sits down with Ben Mason, the founder of Kinvault, to discuss the technology he built to address one of the most overlooked risks in financial planning: intergenerational wealth transfer. Ben explains why AUM walks out the door on death, why families are being failed at their most vulnerable moments, and how a simple, white-labelled platform is changing both of those things at once.They get into the real numbers, why 25% of beneficiaries don't even know they can stay with the existing adviser, why only 4% of Gen X clients retain the family's financial adviser after inheriting, and why 90% of widows who do switch move to a female adviser. They also discuss what KinVault does for clients while they're still alive, why Ben believes this kind of solution will be a baseline industry expectation within five years, and the story of the adviser who lost £2.6 million over Christmas and called Ben in January to say he should have done it sooner.At £10 per household per year, the maths speak for themselves.Whether you manage a book of 200 clients or 2,000, if you haven't thought seriously about what happens to your AUM when your clients die, this is the episode to start with.In this episode, we discuss…Why 75% of AUM leaves on client death, and the three reasons behind itHow Kinvault builds a relationship with the next generation before it's ever neededWhat the platform does for clients during their lifetime, not just at the point of deathThe generational retention gap that should concern every adviser Why women are being left out of the financial planning process, and what that costs at the point of transferCost, implementation, and why this won't become shelfwareThe story of the adviser who lost £2.6 million over Christmas and signed up in JanuaryFinancial 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

Money Memo #11 Paying Off Bad Debt Is Like Getting A Pay RaiseThe average American is drowning in bad financial debt that can be solved through personal responsibility and a positive financial environment via Infinite Banking with whole life insurance policies. ⚔️ LIVE & LEAVE A LASTING LEGACY

Send us Fan MailKevin Sebesta, CRPC joins me for a fun and entertaining discussion about spending in retirement. We speak about how to maximize spending for fun, travel, and personal care.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 Interview Series #47 Glenn YaneyIn this episode of the Interview Series I interview a friend and colleague, Authorized IBC Practitioner, Glenn Yaney. Glenn is a husband, father, has an extensive operational experience in the real estate and business world, and is also an educator and professional with Infinite Banking. I hope you enjoy our conversation and learn!To connect with Glenn:Podcast: https://youtube.com/@capitalizingyourlifepodcast?si=-pQTvA7fM2QDVl5_Email: glenn@createtailwind.com⚔️ “LIVE & LEAVE A LASTING LEGACY”

In today's Banking With Life Q&A, James answers questions about adverse selection in life insurance, whether life insurance companies hold gold and silver, the differences between direct and non-direct recognition, and using policy loans to fund additional policies. He also discusses Nelson Nash's grocery store example and the importance of velocity within the Infinite Banking Concept®. 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.

"Don't sit around waiting to feel motivated. You take some little actions, and that often gives you the motivation and the momentum to move forward." Our hosts, Stephanie McCullough and Kevin Gaines, sit down to work through a HerMoney.com list of ten things to do when retirement is a decade away. The meta-lesson turns out to be bigger than any single item on it! The list, from Jean Chatzky's financial information service for women, gives them a useful scaffold, but what they keep returning to is the paralysis that keeps so many people from starting at all. Planning for retirement can feel like pushing a stone uphill; getting moving makes it roll the other way. The list items themselves span the practical and the personal. Test-drive potential retirement destinations before committing. Tackle home repairs now, while you still have a paycheck. Start volunteering, not just to give back but to road-test how you'll spend your time when work no longer fills it. On the financial side: understand what Medicare actually covers (spoiler: not dental, vision, or long-term care). Build your HSA if you're eligible. Track down old 401(k)s and check the beneficiaries on every account. Create your Social Security account online and verify your earnings record for errors. And on claiming age, Kevin pushes back on the blanket advice to "always wait" because Social Security strategy depends on how it fits the rest of your specific plan. The bonus tip says it all: say it out loud. Telling people you're planning to retire creates accountability. It makes the stone easier to push!   Key Topics: ●      Trying Out Retirement Destinations (04:24) ●      Home Repairs, Renovations, and Aging in Place (07:21) ●      Volunteering: A Test Drive for Your Time (12:02) ●      Reclaiming Your Calendar… and Your Identity (13:35) ●      Healthcare Costs, Medicare Myths, and HSAs (16:52) ●      Building a Social Network Outside the Office (21:04) ●      Checking In on Pensions and Old 401(k)s (25:30) ●      Why the 10-Year Mark Is the Right Time to Find a Financial Planner (27:21) ●      Social Security: "Wait" Is Not a One-Size-Fits-All Answer (29:33) ●      Creating Your Social Security Account (and Checking Your Earnings Record) (31:02) ●      Say It Out Loud (32:22)   Resources: Retirement Readiness Quiz: https://www.aarp.org/money/retirement/readiness-quiz/ The 5 Years Before You Retire and other books by Emily Guy Birken: https://www.emilyguybirken.com/books HerMoney.com Article Discussed in this Episode: https://hermoney.com/invest/10-things-you-should-do-when-retirement-is-10-years-away/   Take Back Retirement Episodes Referenced: Making Your Own Story: Finding Meaning After 50 with Diane Gansauer Redefining Retirement: Finding Your Creative Voice Through Comedy with Lynn Harris The Challenges and Opportunities of Defining Your Identity in Retirement with Elizabeth Parsons Practicing for Retirement: Balancing Creative Pursuits and Financial Planning with Mary Jo Hoffman Simplifying Medicare: What's Important For You To Know with Susan Sloan Cultivating Creative Connections for Lifelong Wellness with Claire Waite Brown Getting the Most from Social Security: Smart Strategies for Women with Heather Schreiber Smarter Social Security: Getting What's Yours Without Panicking   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

We discuss the Sixers decision to move on from Ricky co-host Daryl Morey. Thanks for all the pods Daryl, you still owe us one. 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 conversationSurfside Iced Tea and Vodka is the official canned cocktail of The Ricky.Gambling Problem? Call one eight hundred GAMBLER or one eight hundred MY RESET. New York: call eight seven seven eight HOPENY or text HOPENY. Connecticut: call eight eight eight seven eight nine seven seven seven seven or visit CCPG dot org. On behalf of Boot Hill Casino in Kansas. Wager tax pass-through may apply in Illinois. Twenty one plus in most states. Void in Ontario. Restrictions apply. Bonus bets expire seven days after issuance. For additional terms and responsible gaming resources, see d k n g dot co slash audio. Limited time offer.

Money Memo #10 Hourly Wage Doesn't Matter Who cares how much you earn if you don't keep any of it? Whether you earn $10 an hour or 10 million an hour, Becoming Your Own Banker is the way to safely store, compound and access the value of your earnings through utilizing whole life insurance. ⚔️ LIVE & LEAVE A LASTING LEGACY

Send us Fan MailYou can't think your way out of every hardship, but you can train your mind to notice joy more easily, recover faster from setbacks, and create meaning even when life isn't perfect. Shifting mindset isn't about positive quotes; it's about retraining attention, interpretation, and habits.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, James discusses the financial and human problems that lead people to the Infinite Banking Concept®, referencing several of the principles outlined by Nelson Nash in Becoming Your Own Banker. He explains how disciplined capital formation and control over the banking function can help individuals break free from financial dependence and short-term thinking. As always, we hope you enjoy the episode, and thank you for listening!Infinite Banking Foundations Series: ➫ www.youtube.com/playlist?list=PLx…H91ORIHB5nwNpQSMEMake 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.

Tyrese Maxey played 47 minutes, and the Sixers had the game within reach, but ultimately lost game 2 to the Knicks. We discuss.The Rights To Ricky Sanchez is presented by Draft Kings SportsbookAnthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversation.Briggs Auction is the official auction of The Ricky at briggsauction.comSurfside Iced Tea and Vodka is the official canned cocktail of The Ricky.

In part two of this two-part episode, James and Jake build on their discussion by exploring the consequences of improper policy design and the long-term impact of front-loading premium. They walk through better ways to structure policies, including the use of premium deposit accounts, and emphasize the importance of maintaining efficiency over time. 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.

Joel Embiid dominated the Celtics inside, and the Sixers held the Celtics to 11 points in the fourth quarter, winning game five and forcing a game six. Eat shit, Celtics fans if you're listening to this. 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 conversationKornblau Law is the official law firm of the processSurfside Iced Tea and Vodka is the official canned cocktail of The Ricky.

Well, the Sixers didn't win, but they also didn't embarrass us. We talk about the game, and the potential return of Joel Embiid. Donate to Spike's Walk For Paws fundraiser for the BVSPCA here: https://secure.qgiv.com/event/2026walkforpaws/account/2277596/The Rights To Ricky Sanchez is presented by Draft Kings SportsbookAnthony 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/rickyLL 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.

Do you know if your financial planner is a fiduciary? Kris Krohn explores the reality of the financial planning industry, explaining that only 5% of planners are legally obligated to put your interests first. Discover why you need to be the "boss" at the head of your financial table and how to seek superior ROIs through your own business and real estate ventures.

The Sixers beat the Bucks, and the Magic lost to the backup Celtics, so the Sixers will host the play-in game on Wednesday in Philadelphia. We talk about what we're hoping to get out of the play-in and playoffs, more on the Embiid and his appendicitis, an amazing clip of Michael Rubin talking about the White Party, and Mike gets to hear the new Doc Rivers song as he gets fired. Donate to Spike's Walk For Paws fundraiser for the BVSPCA here: https://secure.qgiv.com/event/2026walkforpaws/account/2277596/The Rights To Ricky Sanchez is presented by Draft Kings SportsbookAnthony 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 at https://verbenergy.com/ricky Become a MortgageCS Ricky VIP at mortgagecs.com/rickySurfside Iced Tea and Vodka is the official canned cocktail of The Ricky.

Perhaps, amidst all your reading and podcast-listening about personal finances, you've thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for you. Host Robert Brokamp discusses the topic with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.Topics covered:-The benefits of being a professional financial planner-The future of the profession, especially in a world of AI-How to start exploring the financial planning profession-Considerations for making a career transitionHost: Robert Brokamp, CFP®, EAGuest: Hannah Moore, CFP®, CeFTEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Fresh legs! The Sixers are back, baby. We enter the tease as they beat the Hornets, inching them closer to the sixth seed. We talk about the win led by Maxey's surprise return, their continued rebounding deficit, and how the NBA has proposed to fix the tanking issue. Donate to Spike's Walk For Paws fundraiser for the BVSPCA here: https://secure.qgiv.com/event/2026walkforpaws/account/2277596/The Rights To Ricky Sanchez is presented by Draft Kings SportsbookAnthony Degli Obizzi is the official Financial Planner of The Ricky, text RICKY to 484-471-4873 to set up a conversation.Get 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.Gambling Problem? Call one eight hundred GAMBLER or one eight hundred MY RESET. New York: call eight seven seven eight HOPENY or text HOPENY. Connecticut: call eight eight eight seven eight nine seven seven seven seven or visit CCPG dot org. On behalf of Boot Hill Casino in Kansas. Wager tax pass-through may apply in Illinois. Twenty one plus in most states. Void in Ontario. Restrictions apply. Bonus bets expire seven days after issuance. For additional terms and responsible gaming resources, see sportsbook dot draftkings dot com slash promos. Limited time offer.