Podcasts about financial planners

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Professional who prepares financial plans for people

  • 1,051PODCASTS
  • 2,148EPISODES
  • 34mAVG DURATION
  • 1DAILY NEW EPISODE
  • Aug 9, 2022LATEST
financial planners

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Best podcasts about financial planners

Show all podcasts related to financial planners

Latest podcast episodes about financial planners

The Efficient Advisor: Tactical Business Advice for Financial Planners
050: Mailbag Episode! Libby Answers Listener Questions

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Aug 9, 2022 38:54


It is time to open up the mailbag and answer your listener questions! Because what matters most is what matters to you. In today's episode Libby answers 3 questions advisors posed in the Efficient Advisor Community and on LinkedIn:Help! I'm hiring my first part-time team member. What do I need to do and consider to make the right choice!?What makes a good referral gift? Can I create a system for this? Do you have ideas for repeat referrers? When a client calls and my team can't answer the question, what's the best process for capturing these details, getting answers, and doing call backs without sending me a zillion emails? Do you have a system to help us streamline this type of customer service?Do you want to submit your question to Libby? You can:Create a thread in the Efficient Advisor Community on Facebook (bonus: other advisors from around the world contribute answers, ideas, and resources)Each month Libby will do a Q&A thread in the Efficient Advisor Community and you can comment on that threadYou can send Libby a message on LinkedIn, her favorite platform!--------------------------------------------------LINKS FROM THIS EPISODE: iTunes Links to Episodes Mentioned: Invest in a Kolbe A Index and Kolbe Right Fit Here! #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!​​#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!#015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!3-Part Video Series on Hiring with Erin Carlson - Here! Connect with Libby on LinkedIn HereWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   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.com Looking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more! 

SugarMamma's Financial Foreplay
SHARON IS IN HER 50'S 7 JUST RETIRED - HOW IT IS NEVER TOO LATE TO START INVESTING IN YOUR FINANCIAL FUTURE - PART 2/2

SugarMamma's Financial Foreplay

Play Episode Listen Later Aug 7, 2022 30:39


Part 2/2: Sharon is now more than ready to enjoy her retirement. In this podcast, you will hear what Sharon has continued on to achieve 18 months later with her retirement planning. She has even more wise advice to share and shows us the importance of using your money wisely, getting informed and building long term passive income streams. Please make sure you share this podcast with anyone who is worried about retirement and doesn't know where to start.  The $1000 Project Book: booktopia.kh4ffx.net/DVqDMj  Mindfull Money: booktopia.kh4ffx.net/Xxrz5o  ADDITIONAL GENERAL ADVICE WARNING: Whilst Sharon shares her investing and retirement strategy, this is her strategy. None of this podcast is personal advice, investment advice or product advice. She has done her own research, spoken with her accountant and considered all the pros and con, limits, caps and tax implications in relation to her financial goals, deadlines and risk profile. So please bear that in mind when listening to this podcast and please always speak to a Financial Planner when wondering what you should do to achieve your own financial goals and dreams.  My Instagram accounts to follow: @SugarMammaTV @CannaCampbellofficial  My YouTube channel - over 500 bite size videos! https://www.youtube.com/c/SugarMamma www.SugarMammaTV.com  Tik Tok - https://www.tiktok.com/@sugarmammatv General Advice Disclaimer & Financial Planning License Details: The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.  

Banking With Life Podcast
"Hodlers" & Real Estate - Paul Lizell - (BWL POD #0138)

Banking With Life Podcast

Play Episode Listen Later Aug 5, 2022 56:16


In this episode of The Banking With Life Podcast, James and his client Paul Lizell discuss Paul's understanding of the Infinite Banking Concept® and how he utilizes it in the world of real estate. They also discuss cryptocurrency and James discovers he is a "hodler"! You can learn more about Paul Lizell in the links provided below. As always, we hope you enjoy and thank you for listening!Paul's Real Estate Educational Platform:https://www.reoauctionacademy.com/auto-webinar-registration-aMake 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://bankingwithlife.com/getting-s...━━━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/exclu...━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone through iTunes:➫ https://itunes.apple.com/us/podcast/b...Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-l...━━━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.

Gaining Perspective
Why the FPA is Pursuing Title Recognition for Financial Planners

Gaining Perspective

Play Episode Listen Later Aug 4, 2022 22:40


If you want to call yourself a lawyer, doctor or accountant, you must adhere to strict regulatory requirements. Even electricians and plumbers must be properly licensed. But that is not and has not been true of financial planners. Anyone can call themselves a financial planner. That is about to change. On July 21, the Financial Planning Association® (FPA®), the leading membership organization and trade association for Certified Financial Planner™ professionals and those engaged in the financial planning process, announced that it will lead a multi-year advocacy effort to achieve the legal recognition of the term “financial planner” through title protection. My guests today are the two individuals charged with implementing that decision.

The Human Side of Money
56: 10 Insights To Master The Human Side of Advice

The Human Side of Money

Play Episode Listen Later Aug 4, 2022 56:01


Every single advisor and planner recognizes the importance of the human side when working with people and their money. And every single advisor and planner wants practical, tangible ways to embed it in their practice. After exploring the human side of money with 50 of the brightest minds on behavior, psychology, communication and money, I wanted to help make it as practical as possible. Consider this the training that every advisors needs but never received in any training, designation, or certification. Hear are the top 10 insights and ideas from those 50 conversations that you can apply tomorrow. *For more resources discussed in this episode, check out www.wiredplanning.com/episode56 *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" monthly newsletter), go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

The Efficient Advisor: Tactical Business Advice for Financial Planners
049: Ideas to Implement - Clever Productivity Solutions to Short, Medium and Long-Term Tasks

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Aug 4, 2022 12:07


Each week I am going to recap the implementable ideas from this week's full length podcast.  Consider me your accountability fairy!  Here are the Action Items to Tuesday's podcast: Clever Productivity Solutions to Short, Medium and Long-Term Tasks --------------------------------------------------  LINKS FROM THIS EPISODE:Connect with Avi on LinkedIn HereDownload Avi's PDF HereWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    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! 

The Efficient Advisor: Tactical Business Advice for Financial Planners
048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Aug 2, 2022 51:35


Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus. We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted. Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters. In today's episode we're really going to focus on the 3 different areas we need to be employing these productivity strategies to manage our circus:SHORT TERM: The time-sensitive stuff that needs to get done right now – the tasksMEDIUM TERM: The projects we have going on – little longer in timeframe, and a little longer in scopeLONG TERM: The big picture things – the CEO stuff. Business building and scaling.Come one, come all! Join Productivity Coach Avi Friedman and I to explore different ways that you can get and keep your “ish” together while moving forward on your big goals. ----------------------LINKS FROM THIS EPISODE: Connect with Avi on LinkedIn Here Download Avi's PDF HereWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    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!

Making Margin
How Low Can You Go

Making Margin

Play Episode Listen Later Aug 1, 2022 22:47


Making Margin PodcastEpisode 38 - How Low Can You GoWelcome to the Making Margin podcast! Greenway's team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickNatalie JeffDrewToday's topic is all about the current market. The US Stock market (S&P 500) suffered the worst first half since 1970 - down nearly 20% since the beginning of 2022. People are mostly blaming inflation. So what's to come? And how should investors prepare?Discussion Topics:How are our clients handling the market insanity so far?What should people be doing to make sure they're in the best possible place financially?Where does it go from here?VOO 10 year average annual return 12.92%. Reversion to the mean?    Resources:https://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.html*When the S&P 500 plunged 21% in the first half of 1970, it promptly reversed those losses to gain 26.5% in the second half and eke out a gain for the year.*https://www.wsj.com/articles/mutual-funds-managers-positive-returns-11656881703https://www.dimensional.com/us-en/insights/so-whats-your-plan-for-the-bear-market

Success in the New Retirement
"Experts" To Avoid in Financial Planning

Success in the New Retirement

Play Episode Listen Later Aug 1, 2022 14:05


Matt Deaton breaks down the difference between a Financial Planner and a Financial Advisor, yes there is a big difference. Plus, he details the importance of a proper tax strategy and what bucket list once in a lifetime vacation sounds miserable.  For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com 

SugarMamma's Financial Foreplay
It is NEVER too late to start - How Sharon is preparing for retirement at age 55 - PART 1/2 - SERIOUS INSPIRATION TO KICK START YOUR RETIREMENT PLANNING!

SugarMamma's Financial Foreplay

Play Episode Listen Later Jul 31, 2022 50:55


PART 1: It is never too early to start investing but it is also never too late to start investing. Sharon, in her mid 50's was reading The $1000 Project and it made her realise that she hadn't even thought about preparing for retirement. Other than owning her home, some savings and a "bit in super", she had no real financial assets and no passive income! The $1000 Project was the catalyst for change and she quickly swung into action. Listen to what she did, how she did it and why...it is quite incredible what you can achieve when you put your head, heart and mind to it. Serious inspiration and motivation to start thinking about building a comfortable retirement, where your money works for you, even if you are close to retirement.  NEXT WEEK: PART2: Publishing next Monday, you will hear what Sharon has continued on to achieve 18 months later with her retirement planning. She has even more wise advice to share and shows us the importance of using your money wisely, getting informed and building long term passive income streams. Please make sure you share this podcast with anyone who is worried about retirement and doesn't know where to start.  The $1000 Project Book: booktopia.kh4ffx.net/DVqDMj  Mindfull Money: booktopia.kh4ffx.net/Xxrz5o  ADDITIONAL GENERAL ADVICE WARNING: Whilst Sharon shares her investing and retirement strategy, this is her strategy. None of this podcast is personal advice, investment advice or product advice. She has done her own research, spoken with her accountant and considered all the pros and con, limits, caps and tax implications in relation to her financial goals, deadlines and risk profile. So please bear that in mind when listening to this podcast and please always speak to a Financial Planner when wondering what you should do to achieve your own financial goals and dreams.  My Instagram accounts to follow: @SugarMammaTV @CannaCampbellofficial  My YouTube channel - over 500 bite size videos! https://www.youtube.com/c/SugarMamma www.SugarMammaTV.com  Tik Tok - https://www.tiktok.com/@sugarmammatv General Advice Disclaimer & Financial Planning License Details: The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.  

The Sugar Daddy Podcast
What is a Financial Planner?

The Sugar Daddy Podcast

Play Episode Listen Later Jul 31, 2022 46:20


Financial Planner, Financial Advisor, Wealth Manager… what does all of this mean anyway and is there a difference? When should you start working with one? Listen in as Brandon and Jessica discuss the history of financial planning and how the industry is changing for the better.

Banking With Life Podcast
Real Estate Flipping & Owner Financing with IBC® (BWL POD #0137)

Banking With Life Podcast

Play Episode Listen Later Jul 29, 2022 66:39


In this episode of The Banking With Life Podcast, James has a great conversation with his good friends and clients, the Stringers. Jerry and Becky share their experiences with IBC® over the last 8 years and some of the things they've done with their policies. 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... ➫ bankingwithlife.com/getting-s...━━━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/exclu...━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone through iTunes: ➫ itunes.apple.com/us/podcast/b...Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-l...━━━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.

American Institute of CPAs - Personal Financial Planning (PFP)
Deeper CPA financial planner connections with Howard Safer {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Jul 29, 2022 32:37


Howard Safer, CPA/PFS, fell into financial planning when he worked for business owners who valued Howard's ability to respond to personal finance questions and bring balance to their lives above all other services. He shares his story and nuggets of wisdom in this PFP Section podcast guided by Lyle Benson, CPA/PFS. Howard discusses: Why trust companies are a great platform for CPAs to provide these services How CPA tax professionals can provide value in the investment area Why tax expertise is second to none in being able to provide sound financial planning advice How he integrates lifestyle planning into his services and how this plays into the future of financial planning Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Access the financial planning checklist to identify opportunities from your client's tax return. Use the personal finance scorecard to have your clients rate themselves in the areas of financial planning. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

The Efficient Advisor: Tactical Business Advice for Financial Planners
047: Ideas to Implement -Two Assessments You Need to Dramatically Increase Personal & Team Productivity

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 28, 2022 13:41


Each week I am going to recap the implementable ideas from this week's full length podcast.  Consider me your accountability fairy!Here are the Action Items to Tuesday's podcast:  Two Assessments You Need to Dramatically Increase Personal & Team Productivity--------------------------------------Links from Today's Episode:Enneagram Book Recommendation: Ian Morgan Cron: The Story of YouTake your Kolbe Assessment HereTake your Free Enneagram HereConnect with Glenn @ gshelton1014@gmail.comInterested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   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! 

Your Life, Simplified
5 Costly Estate Planning Errors

Your Life, Simplified

Play Episode Listen Later Jul 28, 2022 27:15


An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn't end up in probate and your family isn't left with a headache. On today's episode, Mike MacKelvie is joined by special guest Drew McDowell, attorney and senior wealth advisor at Mariner Wealth Advisors, as they talk through 5 costly estate planning errors that celebrities like Prince, Whitney Houston and James Gandolfini made in their own estate plan and learn what you can do to help make sure you're not making these same mistakes.

Rocket Your Dollar
S2E4: The Future for Financial Planners

Rocket Your Dollar

Play Episode Listen Later Jul 27, 2022 27:55


In this week's episode, we talk with Steve Larsen, Senior Instructor at Interaxis and Co-Founder of PlannerDAO. Interaxis provides crypto education for financial planners. PlannerDAO is a decentralized community of financial advisors and the Certified Digital Asset Advisor designation. Through his Crypto for Planners consulting business, he helps Registered Investment Advisers establish cryptocurrency programs.Listen in on this episode to hear about:Challenges the current market is facing.How Steve and his advisers assess a portfolio.How most advisers are implementing digital asset purchases.Why Steve started his company.The changing landscape of investment firms.All of that and more in this week's episode!

Mark Reardon Show
Are we heading to a recession? Financial planner explains

Mark Reardon Show

Play Episode Listen Later Jul 27, 2022 35:20


Hour 3: Ryan Wrecker, in for Mark Reardon, welcomes Dave Murray, 97.1 Chief Meteorologist, to discuss today's record rainfall. Then, host of KMOX's Dollars and Sense show & Financial planner, Dave Simons joins to share his thought on recession and if there is a way out. Later, long time public policy watch dog, Tom Sullivan, gives an update and prediction the the Loop Trolley, which is set to reopen in the coming weeks before Ryan brings you the Audio Cut of the Day!

The Aubrey Masango Show
Financial Matters: Basic Income Grant [BIG] and how to make a little income to go a long way

The Aubrey Masango Show

Play Episode Listen Later Jul 27, 2022 39:26


On Financial Matters tonight we talk about Basic Income Grant and how to make a little income to go a long way and we're joined by Mudiwa Gavaza, Business Writer at the financial Mail and Business Day and Wandile Morekure, Financial Planner.See omnystudio.com/listener for privacy information.

The Perfect RIA
What Works Wednesday with Guest Joe Curry

The Perfect RIA

Play Episode Listen Later Jul 27, 2022 20:27


Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the practice, it is essential to plan for the future of the firm, as well. Although he was running a successful practice already, Joe Curry, President & Financial Planner at Matthews + Associates Ltd., recognized that there were some big shifts that needed to be made to really elevate his practice to the next level. So, in this episode, Joe shares the changes he implemented in his practice and his advice for anyone hoping to do the same. You can find show notes and more information by clicking here: https://bit.ly/3ciTlzO 

The Efficient Advisor: Tactical Business Advice for Financial Planners
046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 26, 2022 66:12


So how many times on this podcast have you heard me mention Kolbe or Enneagram? A bunch. If you know me in real life, you know that I have really adopted these ideas/assessments to help me be a better mom, wife, coworker, leader, coach, and most importantly to understand myself in a better way and to really maximize my own personal potential by increasing my self-awareness… both in my strengths but also in my weaknesses and potential traps!  And if you listened to episode #38 we learned that studies show that self-awareness is the #1 skill (meaning it's something you can learn) that drives success.  My biggest takeaways from this conversation are that I need to better understand Enneagram and Kolbe not just for my own personal self-awareness and productivity… but also be increase my understanding of the people around me and how to relate to them and to help them maximize their potential & productivity too… be a better leader. So how do we increase this awareness of ourselves, and also of the individuals around us?In this episode we're speaking with a Kolbe and Enneagram expert that is going to illuminate the heck out of us for personal and professional growth. A lot of people listening have taken these assessments… but if you haven't no worries. I've got them here in the show notes. You'll still glean a lot from this episode EVEN if you haven't taken them… and you can always come back and re-listen once you have.  -----------------------------Links from Today's Episode:Enneagram Book Recommendation: Ian Morgan Cron: The Story of You Take your Kolbe Assessment HereTake your Free Enneagram Here Connect with Glenn @ gshelton1014@gmail.comInterested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   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!

Moneycontrol Podcast
3632: How this financial planner is preparing for her daughter's international study plans

Moneycontrol Podcast

Play Episode Listen Later Jul 25, 2022 13:38


Moneycontrol's 'Essential Guide to Studying Abroad' podcasts seeks to provide a definitive guide to young aspiring students - as well as their parents - on how best to prepare for foreign education. We spoke to a host of former and aspiring international students and their parents about the research, financial planning and overall experience of planning for foreign education.

RNZ: Nine To Noon
Financial Planner Liz Koh

RNZ: Nine To Noon

Play Episode Listen Later Jul 25, 2022 10:34


Money expert Liz Koh discusses the roller coaster ride household net worth has had over the past 2 to 3 years, why it's declining and why feeling wealthy - or not, can make a huge difference to your financial outcomes. Liz Koh is a money expert. This discussion is of a general nature, and does not constitute financial advice.

AFT Construction Podcast
Austin Peterson: Co-Founder & Financial Planner at Backbone Planning Partners

AFT Construction Podcast

Play Episode Listen Later Jul 24, 2022 67:18


Listen in as Austin does a deep dive into his work as a financial planner who caters primarily to small business owners. He speaks on the harsh realities of managing a startup and common mistakes that owners fall into when structuring their businesses.He also offers some basic yet powerful advice to parents looking to raise financially intelligent kids, including need-to-know information on Roth IRAs, credit scores, and money management.Finally, Austin talks about what clients can expect when they partner with Backbone Planning Partners, as well as his motivation for starting his podcast, Tycoons of Small Biz.Sponsors:Visit https://buildertrend.com/aft/ to get a 60-day money-back guarantee on your Buildertrend account!Pella Windows & Doors - https://www.pella.com/Events:Learn More/Register for Contractor Coalition Summit November 06-09 https://www.eventcreate.com/e/contractorcoalitionsummitTopics Discussed: [03:30] The importance of financial planning and Austin's greatest financial advice[07:58] Having conversations with your kids about financial responsibility[14:10] What to know about Roth IRAs[22:01] Improving your credit score[29:09] How business owners should communicate with employees about finances[44:56] How Backbone Planning Partners helps small business owners[52:59] Backbone's fee structure[56:06] Why Austin started the Tycoons of Small Biz podcast[01:02:39] What Austin does for funConnect with Guest:Website - https://www.backboneplanning.com/Linkedin - https://www.linkedin.com/in/austinpetersoncfp/Podcast - https://tycoonsofsmallbiz.com/Connect with Brad Leavitt:Website - https://www.aftconstructionpodcast.com/Instagram - https://instagram.com/aft_constructionFacebook - https://www.facebook.com/aftconstructionHouzz - https://www.houzz.com/pro/aft-construction/aft-constructionPinterest - https://www.pinterest.ph/AFT_CONSTRUCTION/YouTube - https://www.youtube.com/channel/UCzB4R_DHPVV1SPh7RUfR5jgKey Quotes by Austin:The most basic information I can give to anybody is: “Live on 80% of what you make.”I think it's important that parents are open with their kids about how personal finance works.Employees need to know that they're following a leader that they can count on, and if you don't look confident on a day-to-day basis, then they start to worry themselves.Everybody thinks that every business owner is an overnight success; but, what they don't realize is that there were ten years (or maybe even more) of them grinding and barely having enough to take care of their families before, finally, there was breathing room and then momentum.You want to market to the business that you want, and not the business that you have today.We believe that the backbone of the American economy is the small business owner.

Banking With Life Podcast
Proper Expansion of a "Banking" System & "Additional" Capital (BWL Q&A #35)

Banking With Life Podcast

Play Episode Listen Later Jul 22, 2022 18:20


In today's Banking With Life Q&A James answers questions like, "How to implement the concept of a family bank?". He also discusses where "additional" capital in a policy comes from and the proper expansion of a "banking" system. As always, we hope you enjoy and thank you for listening!Today's Questions: 0:22 - Has Mike Rivas shared his "Spreadsheet of Truth"?1:50 - Where does "additional" capital build? 3:57 - How to implement the concept of a family "bank"? 7:07 - Starting a policy with low funds 8:58 - How to properly expand an IBC® "bank"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... ➫ bankingwithlife.com/getting-s...━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone through iTunes: ➫ itunes.apple.com/us/podcast/b...Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-l...━━━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.

Your Life, Simplified
Don't Let Headlines Derail Your Investing Plans

Your Life, Simplified

Play Episode Listen Later Jul 21, 2022 27:46


When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context. In this week's episode, Valerie Escobar and Mike MacKelvie talk us through how to assess the information we glean from these news story headlines, and how it might impact our investing plans.

The Efficient Advisor: Tactical Business Advice for Financial Planners
045: Ideas to Implement - The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 21, 2022 6:45


Each week I am going to recap the implementable ideas from this week's full length podcast.  Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -----------------------------------------Links from Today's EpisodeNever Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!Interested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   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!

The Human Side of Money
55: Infusing Life Into The Financial Planning Process with Tim Maurer

The Human Side of Money

Play Episode Listen Later Jul 20, 2022 92:51


"The future of financial planning is the infusion of life within it." - Tim Maurer Most financial advisors do a great job focusing on WHAT clients want to achieve (Goals) and HOW to achieve it (Financial Planning). But the best advice focuses first and foremost on WHY. It focuses on the client's values, purpose, intentions (what's truly most important in their lives). And everything flows from there. A financial plan without a "Why" is merely data on a page. A portfolio without a "Why" is merely a list of investments. Starting with "Why" infuses life into the financial planning process. And, fortunately, Tim Maurer has been through the top trainings in the industry and has spent years teaching advisors how to do just that. We discuss: Behavioral Finance 2.0 - the future of behavioral finance in the industry The four cards he uses to help advisors uncover what's most important in their clients' lives "Why are we here?" - why this question is so powerful and how to use it "Advisor-Driven" versus "Client-Inspired" recommendations Why he never gives more than three implementation items at a time *For more resources discussed in this episode, check out www.wiredplanning.com/episode55 *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

The Efficient Advisor: Tactical Business Advice for Financial Planners
044: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 19, 2022 46:32


You've heard it before…  you only get ONE chance to make a good first impression. And research shows that your new client's experience in the first 100 days determines the longevity of their relationship with you!Long story short: Your On-Boarding Process is CRITICAL.What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team. This sets the stage for what it will be like to work with your practice. Get this right… and you'll have happy clients that turn into referral-generating machines. In today's episode we're doing a dive deep into:Why the first 100 days matter mostWhat is an on-boarding process?How to systematize and delegate parts of this processHow to lay down the law of working with you (kindly)How to surprise & delight your clients on any budgetWhy every advisor isn't doing thisThe onboarding process we used in my practice----------------------------------------------------Links from Today's EpisodeNever Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!Interested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   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!

Video Marketing Legend
115: Technology Stack: Tech and Tools Financial Planners Need with Lyle Greig

Video Marketing Legend

Play Episode Listen Later Jul 15, 2022 30:12


If you want to stay on top of the game in the digital age, it's vital to find the best technology out there so you can communicate with your customers, track emails and calendar, monitor progress of projects and measure success. And for financial planners and advisers who capitalise on in-person meetings, this has become more imperative during pandemic. So how do you find the right tech for you? Which platforms and softwares best serve your clients and business? How does sending video messages improve your overall communication? In this episode, Chris Schwager and Brendan Southall (Co-founders and Video Marketers of Ridge Films) are joined by Lyle Greig (Certified Financial Adviser and Owner of Living Financial Services) to discuss all about technology stack - why you should invest on finding the right technology for your business, how to develop your tech stack, which technology serves fin services best, and how DIY videos provide better experience for clients and retirees. FOLLOW LYLE GREIG or check out Living Financial Advice and get their highly-recommended Technology Stack. DIY VIDEO PROGRAM Create your own videos with a push of a button. ASK YOUR QUESTION What has you feeling overwhelmed? Let us help you solve the mystery of video marketing. CONVINCE YOUR BOSS Download our guide to help decision makers understand the importance of video marketing their business. THE POWER OF VIDEO MARKETING View on demand in 60-minutes. 7 lessons to kickstart your video marketing journey. RIDGE FILMS YOUTUBE Catch new episodes of the Video Made Simple podcast on our Youtube channel. Let us know what you think and feel free to like, comment, and subscribe.

Banking With Life Podcast
The Great Utopian Delusion - Paul Cleveland - (BWL POD #0136)

Banking With Life Podcast

Play Episode Listen Later Jul 15, 2022 68:22


In this episode of The Banking With Life Podcast, James and his good friend Dr. Paul Cleveland discuss Paul's fourth book "The Great Utopian Delusion". Although the book was published in 2015, it remains unbelievably relevant today! You can purchase Dr. Cleveland's book in the links provided below. 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://bankingwithlife.com/getting-s...━━━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/exclu...━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone through iTunes:➫ https://itunes.apple.com/us/podcast/b...Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-l...━━━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.

Today with Claire Byrne
Inflation Crisis Explained

Today with Claire Byrne

Play Episode Listen Later Jul 14, 2022 12:06


Eoin McGee, Financial Planner

The Efficient Advisor: Tactical Business Advice for Financial Planners
043: Ideas to Implement - Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations!

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 14, 2022 10:15


Each week I am going to recap the implementable ideas from this week's full length podcast.  Consider me your accountability fairy!Here are the Action Items to Tuesday's podcast: Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations! -----------------------------------------------Links from Today's EpisodeInterested in joining me pre-conference at XYPN Live? Get more details Here!Free weekly tips via LinkedInsiderConnect with Libby on LinkedIn HereFind Lindsey on LinkedIn HereFind Lindsey on Instagram HereLearn more about McMillion Consulting HereGrab her article, "3 Things to Know About LinkedIn's Creator Mode" HereCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   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!

The Efficient Advisor: Tactical Business Advice for Financial Planners
042: Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations! w/ Guest Lindsey McMillion Stemann

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 12, 2022 50:07


LinkedIn was NEVER my thing. Only in the last 6 months have I embraced LinkedIn and I'll tell you what… I'M IN LOVE! I know what you're going to say… “LIBBY, I DON'T HAVE TIME FOR IT” and to that I reply, “I know friend, I got you!”Today LinkedIn Credibility Consultant, “LinkedIn Lindsey” and I get down and dirty with my new favorite platform. In this episode we discuss:The post types LinkedIn has said they are going to favorTips & tricks on how to get more eyeballs on your content If you should consider “creator mode”5 things you can delegate on LinkedIn so you can get more done in less timeAnd if you need a reason to give LinkedIn a go… remember Episode #018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut?!? It's still one of the most downloaded episodes each week! Every time I hit “record” my commitment is to bring you ideas you can implement IMMEDIATELY. This episode is full of those little nuggets you can use right away on LinkedIn to increase your exposure & maximize the algorithm!Happy Listening!-----------------------------------------------Links from Today's Episode Free weekly tips via LinkedInsider Connect with Libby on LinkedIn HereFind Lindsey on LinkedIn Here Find Lindsey on Instagram HereLearn more about McMillion Consulting Here Grab her article, "3 Things to Know About LinkedIn's Creator Mode" Here Interested in joining me pre-conference at XYPN Live? Get more details Here! Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   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!

Personal Finance Matters
Conversation with Economist Bryce Gill of First Trust | Market & Economy Update | Investing in the ”New Normal” Series

Personal Finance Matters

Play Episode Listen Later Jul 8, 2022 48:47


Conversation between Ryan Hitchcock, Financial Planner at Hight Point Capital Group, and Bryce Gill, Economist at First Trust:   02:45 - Intro on Inflation & Market 04:45 - Great Moderation or Globalization    Long-term inflation outlook    Supply chain War in Europe 12:50 - Fed and interest rates 14:45 - The Monetary Tailwind is Ebbing    M2 Money Supply    Stagflation   18:30 - YOU SHOULD LISTEN TO THIS PART!   24:30 - A Recession Unlike Any Other 30:20 - Services Can Keep US Out of Recession: 39:30 - Housing Market on Economy 39:30    Wealth Effect    Ryan Hitchcock Financial Planner High Point Capital Group Direct: 414-253-4611 rhitch@hpcg.com   Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results.  Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.  1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.

Banking With Life Podcast
"Banking" Within the Business Cycle (BWL POD #0135)

Banking With Life Podcast

Play Episode Listen Later Jul 8, 2022 89:22


In this episode of The Banking With Life Podcast James & Ryan discuss the relationships between business cycles, retirement planning, and banking. 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://bankingwithlife.com/getting-s...━━━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/exclu...━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone through iTunes:➫ https://itunes.apple.com/us/podcast/b...Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-l...━━━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.

The Efficient Advisor: Tactical Business Advice for Financial Planners
041: Ideas to Implement: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 7, 2022 8:04


Each week I am going to recap the implementable ideas from this week's full length podcast.  Consider me your accountability fairy!Here are the Action Items to Tuesday's podcast: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Steven Jarvis. ____________________________________Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   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!

The Return: Property & Investment Podcast
Inheritance with Ann-Marie Atkins, award-winning Financial Planner and Managing Partner at Evelyn Partners, and Anna Clare Harper

The Return: Property & Investment Podcast

Play Episode Listen Later Jul 7, 2022 22:18


Inheritance can be an awkward topic. No surprise, since it involves both death and taxes. As a result, many of us fail to plan for the people we love. Worse still, good people can turn bad when it comes to money. Ann-Marie Atkins, award-winning Financial Planner and Managing Partner at Evelyn Partners, joined me on the pod to talk about passing on, or indeed inheriting wealth smoothly. We covered: Common mistakes Advice on planning for the inevitable Trusts, taxes and marriage Resources: https://www.evelyn.com https://www.linkedin.com/in/annmariebanks/ Annaclareharper.com https://www.linkedin.com/in/annaclareharper/

The Human Side of Money
54: Helping Clients Achieve Life Money Balance with Dr. Preston Cherry

The Human Side of Money

Play Episode Listen Later Jul 6, 2022 81:54


"Let your life lead your money, not your money lead your life." - Dr. Preston Cherry Clients care more about maximizing their life than their net worth. What's the point of tripling your net worth if you still dread getting out of bed every morning? That's why financial advice at the highest level focuses on more than the accumulation of money. It focuses on the alignment of money with what's most important in the client's life. It's what Dr. Preston Cherry calls "Life Money Balance." It's at the core of his planning process, and he joined the show to walk us through how he helps his clients achieve life money balance. We discuss: Why "statements tell stories" - the information you can glean simply by looking at statements The "Emotional HSA" (Honest Self Audit): A crucial step in achieving Life Money Balance The "Money Psychology" meeting he takes all clients through The "Money Egg" exercise he uses in this meeting The power of reframing a "Savings Plan" to a "Spending Plan"   *For more resources discussed in this episode, check out www.wiredplanning.com/episode54 *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

Banking With Life Podcast
Reflections, Identifying The Noise and Lifting the Fog (Part 2) - Mike Rivas - (BWL POD #0134)

Banking With Life Podcast

Play Episode Listen Later Jul 1, 2022 53:02


In this episode of The Banking With Life Podcast, James and his good friend Mike Rivas pick back up where they left off in episode #133. They discuss Mike's early uncertainties and eventual moments of clarity when starting his policies. 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... ➫ bankingwithlife.com/getting-s...━━━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/exclu...━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone through iTunes: ➫ itunes.apple.com/us/podcast/b...Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-l...━━━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 The Money Insight
Net Unrealized Appreciation (Ep. 109)

In The Money Insight

Play Episode Listen Later Jun 30, 2022 25:56


On this episode of In the Money Insight, Cory is joined by Matthew Tomlin, CFP®, one of the Financial Planners at Falcon Wealth Advisors. They discuss Net Unrealized Appreciation, or NUA, which is a complex tax strategy some clients utilize in their 401(k)s.   In the Money Insight is a show about the markets, investing, financial planning, and life. Join Cory Bittner, CRPC® as he shares his insights on what he's paying attention to and what he's reading and writing about.                 Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.                   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.                   Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.                Visit Our Website         https://www.falconwealthadvisors.com/                  Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html                  We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/            #NUA #NetUnrealizedAppreciation #TaxPlanning #inthemoneyinsight #retirement #kansascity

Designing Your Life Today
Decluttering Your Finances for Income Success

Designing Your Life Today

Play Episode Listen Later Jun 30, 2022 22:23


On Designing Your Life Today, Pat Council explains how decluttering your finances for income success.  Get a different perspective on bringing order to your finances.  Get into the right position to start building your money and building the magnificent life you dream about each day.  The time to make money is now.  Make sure you are ready to receive the income you deserve. Resources for Achievement and Success: Book:  High Impact Power Goal Setting   (2022 Edition) Book:  Secrets of the Millionaire Mine Planner:  12 Month Budget Book Webinar:  Overcoming Obstacles to Goal Achievement Course on Sale:  6 Figure Achievers  (Expanding Mindset) Idea and Organization Cards:  Card Sampler Pack Organization Cards:  Things to Do  Organization Cards 1:  Non-Personalized Blank Cards

RNZ: Nine To Noon
Financial Planner Liz Koh on the psychology of investing

RNZ: Nine To Noon

Play Episode Listen Later Jun 27, 2022 9:30


Liz talks to Kathryn about why some people are risk takers and some aren't. Also why some people panic when their investments fall in value and some don't.

Law of Attraction with LOA Today, Your Daily Dose of Happy | Tips & Secrets
The Crypto Skeptic Meets Richard J. Archer, Financial Planner

Law of Attraction with LOA Today, Your Daily Dose of Happy | Tips & Secrets

Play Episode Listen Later Jun 24, 2022 42:15


Walt and Jodielynn meet Richard today to continue discussions about the role of cryptocurrency in today's economy. Richard's company website:  https://archerim.com/ Follow LOA Today:  https://www.loatoday.net/follow

New Planner Podcast
Ep #87: Pivoting From History Professor Path to Financial Planner with Matt Trogdon

New Planner Podcast

Play Episode Listen Later Jun 24, 2022 36:07


Matt Trogdon is a Financial Planner with Craftwork Capital based out of Washington, DC, and he joins the show today to share his unexpected journey to becoming a financial planner. If you are considering changing careers to become a financial planner, you definitely don't want to miss this episode! Listen in as Matt shares why he pursued a history degree despite having an interest in financial planning from an early age, and how a chance meeting with a friend made him start to seriously consider changing careers. We also discuss the steps he took to eventually enter the financial planning profession, how he found his first position in the industry, and tips for other career-changers seeking to become financial planners. You can find show notes and more information by clicking here: https://bit.ly/3zCb1QB

American Institute of CPAs - Personal Financial Planning (PFP)
Deeper CPA financial planner connections with Akemi Dalvi {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Jun 24, 2022 26:25


Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad's offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions: How did she create a niche practice to serve Japanese Americans? How did the pandemic lead to endless possibilities for attracting and retaining clients and staff? What allows her to spend her time on what she loves most? How does she build her knowledge and community of other advisors? What do her clients find most valuable about her service offering? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  PFP and PFS members can get a taste of what the PFP Summit community is all about by joining us for a one-hour discussion on June 29th from 1 to 2 pm ET. Cameron Passmore and Jean-Luc Bourdon, CPA/PFS, will share their experiences with having client conversations about their personal finances in times of high inflation, rising interest rates, stock market volatility, and geopolitical uncertainty. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Boston's Best
100 - Promoting Financial Education and Wellness For This Generation & The Next With Mark Condon, CPFA

Boston's Best

Play Episode Listen Later Jun 24, 2022 54:20


Throughout the last two years of Boston's Best, I have interviewed over ninety-nine guests to find what sets their businesses apart from their competition. I've learned how they have risen above the inevitable challenges, what it takes to be an exceptional leader in any given industry, and what success means to them. Now, in honor of Boston's Best 100th episode, I'm switching things up. To celebrate this milestone, Matt Ramey, Owner of Concept Properties and former guest (Ep. 055), takes the lead as Podcast Host as he interviews me about my entrepreneurial journey as a Financial Planner, Investment Educator, and Wealth Management Author. Growing up in Stoughton, MA, I learned what it was like to have a hardworking mindset and an entrepreneurial spirit. From working 30+ hours at Ace Hardware in High School and buying my own car at the age of 16 to selling one of my businesses and buying my first home at the age of 23, I now help lead others in their journey to financial freedom. As Matt and I discuss the importance of understanding your finances, I share why taking chances at a young age can be beneficial to building your future. I also share the hardest lessons I learned starting my financial business and why you should never wait until it's too late to focus on your financial future. Topics Discussed: Why building trust with your clients takes time Understanding the long-term compound effect in interest and gains The importance of mentorship in any industry How taking a gap year can help guide you along following your passions Recognizing that goal-setting and levels of success change over time Connect with Mark Condon, CPFA: Website: https://www.markcondon-cfg.com Facebook: https://www.facebook.com/MarkCondonCFG Facebook (Personal): https://www.facebook.com/markuspatrick13 Instagram: https://www.instagram.com/markuspatrick13/ LinkedIn: https://www.linkedin.com/in/markcondoncfg/ Twitter: https://twitter.com/MarkCondonCFG Twitter (Personal): https://twitter.com/MarkCondon13 YouTube: https://www.youtube.com/channel/UCOf5ZLs3NDyYLuwfFomdB-g/videos Additional Resources: Ask Mark Condon (4 Book Series): https://www.amazon.com/gp/product/B093R1XBSF?ref_=dbs_p_mng_rwt_ser_shvlr&storeType=ebooks Small Business Trendsetters: https://smallbusinesstrendsetters.com/financial-planner-mark-condon-reveals-methods-to-maximize-retirement-income/ Contact Mark Condon, CPFA: Address: Framingham, MA Call: 781-603-3202 Email: MarkCondon@FinancialGuide.com Connect with Boston's Best: Facebook: https://www.facebook.com/BostonsBestPodcast Instagram: https://www.instagram.com/bostonsbest_podcast/

Banking With Life Podcast
Reflections, Identifying The Noise and Lifting the Fog (Part 1) - Mike Rivas - (BWL POD #0133)

Banking With Life Podcast

Play Episode Listen Later Jun 24, 2022 52:19


In this episode of The Banking With Life Podcast, James and his good friend Mike Rivas reflect on their previous conversations from episodes #111 and #113 (Mike's First 2-Part Series). They discuss the period of time between the episodes and how learning is an ongoing process. 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!Mike's First 2-Part Series:Episode #111 https://youtu.be/HhuNSkwXIkIEpisode #113 https://youtu.be/U7eyoE45jro(Episode Referenced @2:41)Halloween Special Episode #111 https://youtu.be/cRfXYWMfVRA━━━Become a client!➫ https://www.bankingwithlife.com/how-t...Buy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://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...➫ https://bankingwithlife.com/getting-s...━━━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/exclu...━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone through iTunes:➫ https://itunes.apple.com/us/podcast/b...Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-l...━━━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.

Learn Real Estate Investing | Lifestyles Unlimited
(June 23, 2022) Why Your Financial Planner Isn't Telling You About Real Estate Investing Returns 

Learn Real Estate Investing | Lifestyles Unlimited

Play Episode Listen Later Jun 23, 2022 35:55


Residential income-producing properties are proven to be the best asset class to build wealth through inflationary times, but your financial planner can't help you do it. Al Gordon shares trend data and predictive analysis on investing in the Houston housing market, 1 of 7 cities across the Nation that has fully recovered to pre-pandemic employment levels and signaling strong economic growth. Click to Listen Now

Tasty Tidbits
Building Generational Wealth Part 2

Tasty Tidbits

Play Episode Listen Later Jun 21, 2022 36:00


Join Dr. Watkins and Financial Planner, Leo Marte for Part 2 of Building Generational Wealth.  In this episode, they discuss having a diversified portfolio, helping kids manage money wisely, honoring God with your money, and much more.  To find out more about Leo and receive a free financial course click the links below:  https://abundantadvisors.com/quickstart This free course has about 30 minutes of content across twelve foundational lessons. This course will help anyone and everyone make their first step in faith to manage money for God's glory. Once you sign up through that link, you will receive a welcome email with the link to enroll. https://abundantadvisors.com/course This is a master class intended for people ready to dive deep and develop a robust financial plan. It includes 5 hours of video, templates, and multiple pricing options.  

Banking With Life Podcast
The Best Policy for IBC®, HELOCs, Using IBC® to Fund Business (BWL Q&A #34)

Banking With Life Podcast

Play Episode Listen Later Jun 17, 2022 31:26


In today's Banking With Life Q&A, James answers some questions on what's the best kind of policy for IBC®, does it make sense to leverage a HELOC to finance a life insurance policy, agents to work with and where to find them, using IBC® for business expenses, and more! As always, we hope you enjoy and thank you for listening!Today's Questions: 0:22 - The best kind of policy for IBC®? 2:16 - Leveraging a HELOC to buy a policy? 7:42 - Incontestability Clause in a Life Insurance Policy? 10:52 - Who to work with? 14:10 - Videos available for purchase? 15:34 - Using IBC® to fund a business? 19:11 - Universal Life and IBC®?The Q&A series is designed to help you become more knowledgeable in the Infinite Banking Concept®.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... ➫ bankingwithlife.com/getting-s...━━━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/exclu...━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━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.