Podcasts about financial planning

Takeaways Optometrists earn well and impact lives, but what happens to that income if the optometry financial planning foundation is missing. In this Defocus Media episode Dr. Darryl Glover speaks with Adam Cmejla CFP. He is host of the 20/20 Money podcast. Together they unpack the behavioral and emotional side of money that is often […]

In episode 263 of the Pool Nation Podcast, we break down what to expect at the Pool Nation Conference at the PSP/Deck Expo in Las Vegas (Oct 24–25): a full day of truly hands-on training (pump wiring, automation, heater tear-downs, and variable-speed motor installs) and Day 1 of the Business Track focused on financial mastery (pricing for profit, key metrics, cost of service, cash flow, and exit planning). We also recap the Pool Nation Women's Summit, shout out the $5K community giveaway, and share key show dates: $10K Pool Pro Challenge qualifiers (Oct 22) and the Pool Nation Awards (Oct 23). Use code POOLNATION for a free Expo Pass. Limited seats per track — don't wait. Chapter Timestamps 00:00 – Intro + show open 01:00 – Vegas is coming: Conference dates, 3-track format 02:00 – Catching up: glasses, getting older, and feeling human again 07:30 – Community spotlight: the $5,000 Instagram giveaway & vendor support 10:00 – Wild weather, dust storms, and pool cleanups 11:00 – PSP/Deck Expo week overview Oct 22: $10K Pool Pro Challenge qualifiers (at our booth) Oct 23: Pool Nation Awards (voting closes Oct 1) Oct 24–25: Pool Nation Conference (3 tracks) 12:30 – Women's Summit recap: energy, networking, and top-tier education 16:45 – Announcing Most Influential Women (2025) & Next Gen Leaders 20:00 – What makes our conference different (intimate size, curated tracks) 24:00 – Why service pros deserve a seat at the table 27:30 – Track design philosophy: a true, step-by-step curriculum 37:00 – Hands-On Day (Oct 24): what you'll actually do Pump wiring & VS pump installs (Aquastar carts) Automation install & programming (Pool Attendant) Heater teardown, troubleshooting & best practices (Raypak) Variable-speed motor retrofit & programming (Nidec/US Motors Neptune) 45:00 – “Truly hands-on” explained (tools in hand, small groups, do the work) 46:30 – Business Track Day 1 (Oct 24): Financial Mastery Turn Pools into Profits (profit mindset & setup) Turn Metrics into Money (what to track, how to use it) Know Your Cost, Grow Your Profit (real cost of service) Financial Planning & Exit Strategy Profit ≠ Cash: Mastering Cash Flow 51:30 – Technical Track Day 1 (Oct 24): Chemistry & Algae Responsibilities of the modern pool pro Precision testing & dosing Choosing the right chemicals for each pool Proactive vs. reactive care (specialty chems & minerals) The science of algae: ID, prevention, elimination 55:30 – Why the curriculum is sequenced the way it is 57:30 – Day 2 tease (coming next episode) 58:30 – Seats are limited (target caps per track) — register early 01:05:00 – How to use code POOLNATION for a free Expo Pass 01:07:00 – A direct message to service pros: why this training matters 01:10:00 – Instructors & announcements coming up 01:11:00 – Awards tickets reminder + massive voting turnout 01:12:00 – Wrap & what's next (IG Live with nominees next week)   Show Notes Get ready for Vegas! We're previewing the Pool Nation Conference at the PSP/Deck Expo (Oct 24–25) and breaking down exactly what you'll learn. Hands-On Day (Oct 24) Wire and install VS pumps (Aquastar) Install and program automation (Pool Attendant) Tear down and troubleshoot heaters the right way (Raypak) Retrofit a variable-speed motor and program it (Nidec/US Motors Neptune) Business Track: Day 1 — Financial Mastery Build your business to produce profit (from day one) The metrics that actually drive decisions Calculate your true cost of service Plan your finances and exit strategy Cash flow > profit: how to never run out of cash Technical Track: Day 1 — Chemistry & Algae Responsibilities of a modern pool pro Precision testing, dosing, and targeted care Choosing the right chemicals for each pool Proactive vs. reactive care using specialty chems & minerals The science of algae: identify, prevent, eliminate Key Dates (PSP/Deck Expo Week) Oct 22: $10K Pool Pro Challenge qualifiers (at our booth) Oct 23: Pool Nation Awards (voting closes Oct 1) Oct 24–25: Pool Nation Conference (3 curated tracks)

Join Anupam Gupta on the Paisa Vaisa podcast as he sits down with Akhil Chaturvedi, Chief Business Officer at Motilal Oswal, to explore the monumental shifts in India's financial landscape. In this episode, they discuss the power of equity investing, the explosive growth of SIPs, and the future of India's $30 trillion economy by 2047. This is the ultimate guide to navigating the Indian stock market and achieving long-term wealth creation. Here's what you'll learn: The incredible growth of India's financial markets and the key trends driving this change. A reality check on investment return expectations, and why a 15% return is not guaranteed. The difference between Active vs. Passive investing and how to use both for a balanced portfolio. Tips for first-time investors on how to start their investment journey in the stock market. The evolution of advanced investment vehicles like PMS, AIF, and SIF. See omnystudio.com/listener for privacy information.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 29 August 2025. The topic for this week is: A MINI won’t pull your horse float! This topic is a metaphor about investing for your retirement goals and having the right superannuation fund to do that. Luke is joined […]

Brett Hanson of Blevins Franks International Tax and Wealth Management talks to Howard Brereton #Wealth #Tax #WealthManagement #Spain #Expat #Brexit

Roger Montgomery is the founder of Montgomery Investment Management. While he is into adventure sports, when it comes to investing he's acutely focused on managing risk. From working at a fish and chip shop to managing $1.5bn in funds, he offers his advice on wealth creation for those in their 30s, 40s, 50s, and 60s. In this bonus episode of The Money Puzzle, Sydney fund manager Roger Montgomery sits down with The Australian's Wealth Editor, Julie-anne Sprague to chat about how he learnt to invest.See omnystudio.com/listener for privacy information.

Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58% raising their full-year 2025 earnings guidance. The “beat and raise” trend has been music to investors' ears. Join Brian Jacobsen for our Week-in-Review, where we break down the latest market insights. This week, we also explore why some people claim Social Security earlier than recommended, tackle the question of how much insurance you really need, and check in with Todd Voit, Chief Investment Strategist, for his expert perspective.

In this episode of Retire Fit Radio, Nathan Fort discusses the evolving landscape of retirement planning, emphasizing the need for modern strategies that reflect today's economic realities. He critiques outdated methods like the 4% rule and highlights the importance of having a comprehensive financial plan. The conversation covers various topics, including income strategies for retirement, the pros and cons of Roth and traditional IRAs, and real-life scenarios that retirees face. Nathan encourages listeners to seek clarity and control over their financial futures by working with a fiduciary advisor. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

Thinking about tapping into your retirement accounts to buy a home or cover a big move? In this episode of Wise Money, we break down the pros and cons of using IRA or Roth IRA funds for non-retirement needs like down payments or relocation costs. We'll also answer listener questions on Roth conversions later in life, inherited IRA planning, and the five-year rule on Roth withdrawals. Season 11, Episode 2 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Peter Mallouk recalls when he first learned of Jonathan Clements and how the two became close friends before introducing a clip show of Jonathan's finest Down the Middle wisdom. He also shares the plan for Down the Middle moving forward amid Jonathan's continued health struggles.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it.

“One gives freely, yet grows all the richer; another withholds what he should give, and only suffers want.” —Proverbs 11:24Scripture calls us to be both wise savers and generous givers—but holding those two together can feel like a tension. How do we avoid fear on one side and foolishness on the other? Dr. Shane Enete joins us today to show how these two principles actually go hand in hand.Dr. Shane Enete is an Associate Professor of Finance at Biola University and founded the Biola Center for Financial Planning. He is also the author of the book Whole Heart Finances: A Jesus-Centered Guide to Managing Your Money with Joy.Living in the TensionJohn Wesley famously wrote, “Earn all you can, save all you can, give all you can.” It sounds simple enough, but when you sit down with a budget, the statement can feel more like a paradox than a plan. After all, how can you both save as much as you can and give as much as you can? At some point, choices must be made.Rather than resolving the paradox with rigid rules, we encourage believers to embrace the complexity as part of the Christian life.In the absence of clarity, many of us make rules. One common example is the “80/10/10 rule”—give 10%, save 10%, and live on the remaining 80%. While this framework may be helpful, we must also be cautious that this can risk reducing Christian stewardship to legalism.The Christian life is a paradox. Christ Himself is a paradox—fully God and fully man. When we encounter a paradox, we shouldn't flatten it into a rule. Instead, we're invited into a relationship with God and to walk with Him in the tension.Stewardship as ArtSo how do we approach the paradox of saving and giving without rigid formulas? We should think of stewardship more as an art rather than a science. Just as Jesus used metaphors—such as sheep, seeds, trees, and vines—to describe the mysteries of the Kingdom, we too can use metaphors to navigate the complexity of money.Art allows us to co-create with God, and it moves us from rule-keeping to relationship, from legalism to a life that draws us closer to Him and to one another.One compelling metaphor is water. Water is life-giving when it flows, but when it stagnates, it becomes toxic. In the same way, money is meant to flow—received from God and passed on to bless others.Of course, saving is still essential—as it's like a reservoir that ensures water can flow steadily—but the point is not the reservoir itself. It's the flow that revitalizes both the giver and those who receive.The call to “save all you can, give all you can” is not a puzzle to be solved but a paradox to be lived. By resisting the urge to reduce it to rigid formulas and instead embracing stewardship as a creative act with God, we discover a more life-giving way to approach money. The flow is what matters. That's what brings life.You can read Dr. Enete's full article—and gain access to other exclusive resources—by becoming a FaithFi Partner. With your support of $35 a month or $400 a year, you'll not only receive Faithful Steward but also enjoy other special benefits designed to encourage and equip you on your stewardship journey. Join us today at FaithFi.com/Partner.On Today's Program, Rob Answers Listener Questions:My wife and I are buying our first home, and we're a single-income family. Should I include her on the mortgage, or keep her off so she wouldn't be financially responsible if something were to happen to me?I was born in 1959, so my full retirement age for Social Security is 66 and 10 months. I plan to continue working and earn around $60,000 per year, and my Social Security benefit will be approximately $38,000 per year. Can I work and collect my full benefit, or do I need to worry about an earnings limit?You've mentioned online investing options, such as robo-advisors, for individuals looking to invest less than $20,000. What is the name of that service?I want to start an account for my great-grandchildren—ages three, 18 months, and one week—to put money aside for them. I've considered a universal life insurance policy (UIL), but I'd appreciate your advice on the best approach.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)SavingForCollege.comSchwab Intelligent Portfolios®Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Why do investors struggle when it comes to selling stocks? Richard Rosso & Matt Doyle look at the psychology of investing—exploring concepts like loss aversion, behavioral finance traps, and the emotional biases that make it so hard to hit the sell button. Whether you're a DIY investor or managing money professionally, understanding why we hold on too long is critical to protecting and growing your wealth. * Why fear and regret drive poor sell decisions * The role of loss aversion in behavioral finance * Strategies for setting disciplined sell rules * How the best investors overcome emotional biases * Learn how to take the emotion out of investing and make smarter, more profitable decisions.

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Chris McCormack, a tax planning expert specializing in helping real estate investors optimize their tax strategies. Chris shares his journey from working at a big four accounting firm to starting his own company, Better Books, which focuses on proactive tax planning. He discusses common tax myths, effective strategies for real estate investors, and the importance of bookkeeping. The conversation also touches on client engagement, service offerings, and the significance of building relationships in the business. Chris emphasizes the need for continuous learning and adapting to better serve clients, especially those just starting in real estate investing.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Why do investors struggle when it comes to selling stocks?  Richard Rosso & Matt Doyle look at the psychology of investing—exploring concepts like loss aversion, behavioral finance traps, and the emotional biases that make it so hard to hit the sell button. Whether you're a DIY investor or managing money professionally, understanding why we hold on too long is critical to protecting and growing your wealth. * Why fear and regret drive poor sell decisions * The role of loss aversion in behavioral finance * Strategies for setting disciplined sell rules * How the best investors overcome emotional biases * Learn how to take the emotion out of investing and make smarter, more profitable decisions.

That annuity you bought years ago? A lot has changed since then. With today’s higher rates and new features—like inflation protection, bonus credits, and partial liquidity—new contracts may look tempting. But should you really swap out the old for the new? In this episode, we break down how to review your existing annuity, the pitfalls to avoid, and when a 1035 exchange could be the smartest tax-free move of the year. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

In this Quick Hits episode, DeAndre Coke dives into the latest updates in the travel and points world, breaking down key changes that impact both frequent travelers and beginners. He covers the return of Zil Money's payroll feature via credit card, new updates to American Express Platinum benefits, and Singapore Airlines' decision to increase award redemption rates. The conversation also highlights the launch of Alaska Airlines' new Atmos Rewards premium card, as well as the expansion of Amex Fine Hotels & Resorts with additional luxury properties. DeAndre wraps up with important updates on the record-high Chase Sapphire Reserve welcome bonus and current transfer bonuses, emphasizing the importance of understanding credit card coding and carefully weighing benefits against annual fees to maximize value.Key takeaways: Zil Money Update: Payroll via credit card is now operational, although coding nuances remain important.Amex Platinum Benefits: New credits have been added, but travelers should reassess the value against the higher fees.Singapore Airlines: Increased award redemption rates make certain routes more expensive for points travelers.Alaska Airlines Card: The new Atmos Rewards premium card offers strong earning potential for loyal flyers.Amex FHR Expansion: Fine Hotels & Resorts has added more properties, expanding redemption opportunities.Chase Sapphire Reserve: Currently offering its largest-ever welcome bonus, making it a strong option for new applicants.Transfer Bonuses: Varying offers across issuers can present value, but must be compared carefully.Credit Card Coding: Understanding how charges are categorized is essential for maximizing points.Community Connection: Listener discussions and Facebook group updates remain vital for staying informed.Resources:Hyatt status for AA elites (register by October 31)AA status for Hyatt elites, targeted (register by September 4)Aeroplan Reserve 5,000 Mile CertificateBook a Free 30-minute points & miles consultationStart here to learn how to unlock nearly free travelSign up for our newsletter!BoldlyGo Travel With Points & Miles Facebook GroupInterested in Financial Planning?Truicity Wealth ManagementSome of Our Favorite Tools For Elevating Your Points & Miles Game:Note: Contains affiliate/sponsored linksCard Pointers (Saves the average user $750 per year)Zil Money (For Payroll on...

Megan Madden is a financial advisor at the Bethesda Wealth Planning Group, and she joins the show today to share her career journey from wanting to go to beauty school to using her knowledge to empower women through financial planning. If you're interested in hearing how she built a meaningful career in financial planning while staying true to her values, you won't want to miss this conversation. Listen in as Megan shares why she initially resisted going to college, but ultimately found her way to a small program in financial planning that matched her passions—and led to an internship turned full-time role. You'll hear about the challenges of relocating to a new city, working with a new clientele, and finding her footing with a new firm. Megan also opens up about leaving behind the security of a salary, the risks and rewards of betting on herself, and what she's learned from each transition. You can find show notes and more information by clicking here: https://bit.ly/4miP6Dv

In this week's episode, we discuss the latest economic and market news, including updates on unemployment claims, GDP growth, and inflation data. Our experts provide their insights and analysis on the implications of these and other economic developments, particularly the potential impact on the Federal Reserve's monetary policy decisions. We also touch on the potential political challenges facing the Fed and questions about its independence and how that could affect the equity and bond markets. 01:59 – The three reports this week on initial unemployment claims, GDP, and consumer spending, are painting a mixed picture of the economy.04:49 – Nvidia's earnings report feels representative of the broader market; equities continued to climb this week, despite a sell off Friday morning and the potential for seasonal plateaus.06:15 – Turmoil at the Fed having minimal impact on equities, but the bond market appears much more susceptible as the yield curve steepens.08:29 – We ruminate on the implications for Fed independence, the rate environment, and overall economic and social implications of a change in the composition of the Fed Board of Governors.10:28 – Parallels may be seen between the current economic climate and the bubble of the late 1990s to mid 2000s.13:28 – Rate cuts are still likely at September's Federal Open Market Committee meeting.14:31 – Some advice on how to approach your portfolio in the midst of an uncertain economic and political climate.Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Managing Director of Fixed IncomeStephen Hoedt, Head of Equities Additional ResourcesAttend: AI: Everything You Are Afraid to Ask but Need to Know.Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

Other key takeaways include:-Why branding and marketing are different, and why you need both.-How high net worth clients are influenced by your website, social media, and content strategy.-The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections.-Why consistent, professional content and video are critical for credibility and growth.-How positioning yourself as the “hub” of client relationships creates lasting value.Whether you're an advisor at a multi-billion-dollar RIA or building your independent practice, this episode delivers actionable insights to help you stand out and win with high net worth clients.If you're ready to grow your practice with intention, leadership, and a community that understands the journey - register today at joinFASS.com.

In this episode of The Dental Boardroom Podcast, host Drew Phillips breaks down how to fully use your dental practice's provider and facility capacity to drive growth. Building on the last episode, Drew shows how to measure your true capacity, find gaps in your schedule, and use simple strategies to close those gaps.Running a dental practice is about more than filling appointments—it's about making every chair, provider, and day count. Drew shares a step-by-step approach to understanding your practice's numbers, improving scheduling, and creating predictable growth.Key Points:Learn how to calculate your true provider and facility capacity.Find and close the gap between your current schedule and full capacity.Improve reappointment and reschedule rates to grow your patient base faster.Discover scheduling changes that can take your practice from $900K to $2.6M revenue.Plan hiring and future growth based on clear, predictable data.Use technology to re-engage patients and fill seats.Focus on making one location highly profitable before expanding.If you're a dental practice owner or manager, this episode shows you exactly how to grow smarter, not harder. Instead of adding more locations or spending more on marketing, learn how to maximize the resources you already have. This clear, practical guide will help you create a profitable, predictable practice and reach financial independence faster.

Advisors spend a ton of time and money putting on seminars… but let's be honest, a lot of them leave frustrated when the room doesn't convert. The #1 mistake I see? Going off-script instead of sticking to a proven process.That's where Nick Whitaker comes in. Nick's a former advisor who's run 250+ seminars, and now he coaches advisors inside Triad on how to actually make these events work. His approach is simple: build connection up front, share content in a way that drives micro-commitments, and then guide prospects to a natural next step.The result? Advisors he coaches are consistently filling their calendars with quality appointments — even with high-net-worth clients who were previously unresponsive.In this episode, we dig into how Nick's clients are turning seminars into a predictable growth engine — from the small tweaks that get people leaning in, to the messaging shifts that build trust, to the proven steps that turn an event into a calendar full of quality appointments.5 of the biggest insights from Nick Whitaker…1. The 3-Part Framework That Makes Seminars ConvertNick reveals the simple structure every advisor should follow: connect with your audience, deliver content that creates buy-in, and guide them toward small commitments. The advisors who “wing it” or go off-script are the ones who burn opportunities and leave empty-handed.2. You Don't Have to Be the Person Who Delivers the SeminarFounders often think they have to be the one on stage, but that's a limiting belief. Nick explains how top firms separate speakers from closers—letting great presenters fill the calendar while advisors focus on the right appointments.3. How Micro-Commitments Turn Listeners Into AppointmentsThe close doesn't happen at the end—it happens all the way through. Nick shows how worksheets, checkboxes, and even nonverbal cues (like picking up a pen) keep audiences engaged and lead to natural, no-pressure conversions.4. The Seminar Tweak That Attracted $2M–$5M ClientsOne shift in delivery completely changed who booked appointments. Instead of attracting only transactional prospects, Nick's approach brought in multimillion-dollar clients who had never responded before.5. How Post-Seminar Conversations Unlock Extra AppointmentsWalking out as soon as you finish speaking is a mistake. Nick explains how spending 10 extra minutes table-to-table often turns fence-sitters into clients—and why conviction, not “sales breath,” is what prospects actually respond to.SHOW NOTEShttps://bradleyjohnson.com/131FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657230See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rising health insurance costs are squeezing household budgets - especially for families and those not yet on Medicare. In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down the differences between traditional health insurance and medical cost sharing programs and how each can impact cash flow between ages 62 and 65. Show Highlights: The 2025 cost picture: premiums and out-of-pocket trends families are feeling. Traditional insurance vs. cost sharing: deductibles vs. IUAs, “premiums” vs. “shares,” and how reimbursement works with cash pay. Networks and access: why many sharing programs don't use networks - and what that means at the doctor's office. Coverage nuances: preventive care, preexisting conditions, and when ACA plans may be a better fit. Faith-based vs. non-faith options: examples like Samaritan Ministries, Medi-Share, Christian Healthcare Ministries, and Sedera. Whether you're still working, planning to retire before 65, or helping adult children evaluate coverage, this episode offers practical insights to compare traditional insurance with medical cost sharing and make a more informed decision for your situation. If you enjoyed today's episode, be sure to share it with a friend or family member! Resource: https://www.usatoday.com/story/graphics/2025/06/16/how-much-does-insurance-cost-2025-family-of-four/84149201007/

In this episode of Revolutionizing Your Journey, DeAndre Coke sits down with Ross Alcorn, host of the World Travel Made Easy podcast, to explore the practical strategies behind earning and utilizing points and miles. Ross shares how loyalty programs, group travel, and expense tracking have shaped his approach to maximizing rewards. He recounts how he and his wife strategically used points for their wedding and honeymoon, saving over $19,000 while enjoying business class travel. The conversation explores how credit cards and even real estate purchases can be leveraged for rewards, while emphasizing the importance of starting simple and aligning strategies with personal travel goals. Listeners will come away with actionable insights for planning smarter, saving more, and creating unforgettable travel experiences.Key Highlights:Loyalty Programs: Signing up for programs is the first step to maximizing travel rewards.Group Travel: Coordinating group trips can generate significant points accumulation.Expense Tracking: Monitoring group travel costs is key to managing budgets and maximizing points.Real Estate Strategy: Certain real estate expenses can be financed with credit cards to earn rewards.Weddings & Honeymoons: Leveraging points for major life events can save tens of thousands of dollars.Business Class Travel: Strategic redemptions can turn long-haul flights into luxury experiences.Keep It Simple: Beginners should focus on one or two programs before expanding.Flexibility: Adapting strategies to personal goals ensures long-term success.Community: Learning from others in the travel rewards space can refine your approach.Resources:Book a Free 30 minute points & miles consultationStart here to learn how to unlock nearly free travelSign up for our newsletter!BoldlyGo Travel With Points & Miles Facebook GroupInterested in Financial Planning?Truicity Wealth ManagementSome of Our Favorite Tools For Elevating Your Points & Miles Game:Note: Contains affiliate/sponsored linksCard Pointers (Saves the average user $750 per year)Zil Money (For Payroll on Credit Card)Travel FreelyPoint.meFlightConnections.comThrifty Traveler PremiumLTH Online Points & Miles In Depth Course: Use coupon code "BOLDYGO" for a 50%...

Aubrey Masango speaks to Luthando Mzilikazi, Gauteng Regional Manager for Nedgroup Investments on the considerations that single mothers need to make to build generational wealth. They also share on some of the steps that one needs to take to start the journey of building wealth. Tags: 702, The Aubrey Masango Show, Aubrey Masango, Financial Matters, Generational Wealth, Single Mothers, Financial Planning, Planning ahead, Will, Tax, Savings The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Thinking about selling your company? 24 founders told us what really happens after the wire hits. — joinhampton.com/exit-reportRob Townsend says you're wrong about financial advisors… mostly. And he's built an 8-figure firm to prove it.Here's what we talk about:Why $3M liquid is Rob's version of “f*** you money”How he went from $0 to 8 figures by modernizing financial planningWhy the old guard of wealth management is failing foundersWhat most people get wrong about index fundsThe simple investing mistake that wipes out 44% of stocksWhy the happiest clients aren't the richest onesHow sabbaticals change Rob's life (and business) every timeHis full portfolio: Dimensional Funds + a little BitcoinThe real reason private deals feel better than they performThe toxic mindset that plagues people with $25M+ net worthCool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Sponsors:The best phone system for teams at http://www.openphone.com/moneywiseAchieve your dream body with https://www.dailybodycoach.com/moneywiseChapters:The Financial Advisor Debate (00:00)Rob's Personal Money Story (00:43)Growing Up & Early Influences (01:53)Lessons from Rob's Uncle (05:39)Breaking into Wealth Management (06:31)Mistakes in Investing & Learning the Basics (09:01)The Case for Financial Planning (14:15)Building a Modern Wealth Firm (15:26)The Defense of Financial Advisors (19:14)Psychology of Wealth & Happiness (37:53)Final Thoughts: Money as a Tool for Life (45:53)This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.Your Host: Harry MortonFounder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.Co-parents a cow named Eliza.

Ever cornered a financial advisor at a party with your burning money questions? In this episode, Travis Maus and Kerstin Driscoll-Witt unpack the hilariously awkward—and surprisingly insightful—moments when finance meets finger food. From retirement myths to crypto confusion, they tackle the big questions people should be asking (but usually don't). Kerstin shares how she found her way into the retirement planning world and why cookie-cutter advice just doesn't cut it. If you've ever wondered whether your retirement plan is actually a plan—or just a hope and a prayer—this one's for you. Tune in and learn how to stop winging it with your money.

Residency teaches you how to save lives, but does it teach you how to save money? In this episode of BackTable Urology, Dr. Sammy Elsamra joins host Dr. Gina Badalato to unpack the essentials of financial planning during and after urology residency. From budgeting and managing loans to covering living expenses, Dr. Elsamra emphasizes the importance of building an emergency fund, addressing high-interest debt, and following the 50-30-20 rule to maintain stability.---SYNPOSISThe conversation also dives into long-term strategies like Roth IRAs, tax-advantaged accounts, and the role of disability and life insurance in protecting your future. With recommendations such as The White Coat Investor and foundational financial books, Dr. Elsamra equips trainees with the knowledge and resources they need to set themselves up for lasting success. This episode is a must-listen for residents aiming to take control of both their careers and their financial futures.---TIMESTAMPS00:00 - Introduction01:56 - Post-Residency Financial Realities04:43 - Budgeting During Residency07:23 - The 50-30-20 Rule08:06 - Investing During Residency15:29 - Financial Planning for Attending Physicians24:42 - Understanding Insurance: Life and Disability33:11 - Resources and Advice for Financial Success---RESOURCESThe White Coat Investor (podcast and books):https://www.whitecoatinvestor.com/The Millionaire Next Door (book):https://themillionairenextdoor.com/

In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal brand that attracts affluent clients — without getting replaced by technology. From overcoming limiting beliefs to aligning with your ideal client, this conversation is packed with both inspiration and tactical steps you can apply right away.

Tom Fields, CFP,® CEO of Fynancial, started his business to solve a problem he identified in the wealth management space: communication channels hadn't evolved for the modern world. He developed Fynancial, a digital communications platform for RIAs, so advisors could offer clients a centralized digital experience on a mobile app. We sat down with Tom to get insight into how advisors can generate conversation and grow their practices by simplifying the client experience.

In this episode of the Dental Boardroom Podcast, host Drew Phillips breaks down how your dental practice's calendar is more than just a schedule—it's your growth engine and valuation tool. This is the first of a two-part deep dive on practice capacity, focusing on how to measure, optimize, and leverage both provider and facility capacity to maximize revenue, improve cash flow, and set your practice up for long-term growth.Key Points:Your calendar is your growth engine – it's not just a schedule.Capacity = how many patients your practice can see.Facility capacity: What your building can handle (rooms, ops, equipment).Provider capacity: How many patients each doctor or hygienist can see.Personal capacity: Your own limits or preferences.Dentistry pricing is limited, so growing patient volume is key to increasing revenue.Small scheduling changes can create big growth (e.g., moving new patient exams out of hygiene chairs).Utilization gaps (open spots in your schedule) cost money—filling them boosts profit.You can grow revenue without adding staff or overhead by optimizing schedules.Next episode: How to grow your patient base and predict future needs.

Mike Switzer continues his conversation about financial literacy and financial planning with Dave Turner, a certified financial planner in Greenville, SC.

Send us a textEveryone has certain needs whether living in a developed or a developing country. Whether you term these things basic life necessities or core necessities, people need these basic things to provide for daily living. These core necessities are food, shelter, access to transportation, access to health care, and utilities.The United States is considered one of the wealthiest nations in the world. Is a US worker's income adequate to provide basic needs?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

When should you claim Social Security—and how does your spouse factor in? Frank and Frankie Guida break down the complexities of spousal benefits, timing strategies, and real-life scenarios that could impact your retirement income. From survivor benefits to portfolio coordination, they explore how couples can make smarter decisions about when and how to file. Plus, hear how one couple’s plan added over $500K in lifetime benefits by waiting just a few years. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Think retirement means tax-free living? Think again. In this episode of The Art of Money, Art McPherson unpacks the hidden tax traps that catch retirees off guard—from unexpected Social Security penalties to capital gains surprises. Learn how income levels, Roth conversions, and strategic withdrawals can make or break your retirement budget. Plus, discover why focusing on income—not just savings—is the key to lasting financial freedom. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Is your retirement portfolio riding too heavily on the “Magnificent Seven”? In this episode, Charleston’s Retirement Coach Brandon Bowen breaks down the risks of overconcentration in today’s tech-heavy market and explains how to rebalance for long-term retirement success. From Morningstar risk assessments to rules-based investing with Market Guard, Brandon shares how to spot hidden vulnerabilities and build a more resilient, diversified plan—without sacrificing growth. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

When it comes to long-term success, nothing moves the needle quite like exposure to the equity markets. For most professionals, the sweet spot for taking on that market risk happens in their 30s and 40s — when income is steady, savings are growing, and there's still plenty of time to ride out volatility. But for ER doctors, that window looks different. The later start, higher salaries, and often shorter career arc mean the equity sweet spot is compressed, but arguably even more important. It's in those high-earning years where leaning into equities — despite the inherent market risk — is critical to building a cushion strong enough to weather income risks, early retirement goals, and the unpredictability that comes with emergency medicine.

What if the biggest threat to your retirement isn’t financial—but conversational? In this episode, Abe Abich explores three critical discussions every couple should have before turning 65. From aligning lifestyle expectations to budgeting for healthcare, Abe unpacks how miscommunication can derail even the best-laid plans. Tune in for real-life examples and practical insights to help you and your spouse retire in sync. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Joel from Jacaranda Financial Planning joins John Stanley to explain how you can maximize your savings and ensure you have enough super for your retirement. Joel answers your questions on 2GB/4BC Nights every Tuesday night. Listen to John Stanley live on air from 8pm Monday to Thursday.See omnystudio.com/listener for privacy information.

It's never too late to get your finances in order, and when you're getting into the later stages of your life, it becomes more and more important. Sinead Ryan, Consumer Journalist with Irish Independent and Presenter of the Home Show on Newstalk joins Kieran to give her top financial planning tips for those aged 60+.

In this episode, Dr. Peter Kim interviews Austin Dean, Founder and CEO of Waystone Advisors, to explore a fresh approach to building wealth through nontraditional financial planning. Austin shares how physicians and high-income earners can escape “money jail,” create financial flexibility today, not just at retirement, and leverage alternatives like real estate, private lending, and other assets to design a life they love. If you've ever wondered how to take control of your money and buy back your time, this episode is for you. Tune in! Waystone Advisors brings this episode to you. Waystone Advisors is an independent wealth management firm based out of Redmond, WA. With over a decade of experience working with independence focused professionals, Waystone Advisors seeks to help people design their wealth in ways that create more control and flexibility as they pursue their financial goals. Learn more about Waystone Advisors Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD.

In this episode of the Real Estate Pro Show, host Erika interviews Dave Wolcott, a seasoned investor who shares his journey from a traditional career to building wealth through real estate and alternative investments. Dave discusses his holistic wealth strategy, emphasizing the importance of self-awareness, building a supportive team, and learning from failures. He also introduces innovative tools for tracking wealth and managing investments effectively, encouraging listeners to view their financial journey as a business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of Gimme Some Truth, hosts Clint Walkner and Syl Michelin take a closer look at the S&P 500 index, separating fact from fiction. Many investors assume the S&P 500 is broadly diversified and a true reflection of the U.S. economy—but the reality is more complex.We break down the history and performance of the S&P 500, uncover the truth about its concentration in mega-cap tech stocks and select sectors, and explain why relying on it as a sole investment strategy carries significant risks. You'll also learn how global factors influence the index and why diversification may not be what it seems.If you want to make smarter, more informed investment decisions, this episode will help you rethink your approach to the S&P 500 and portfolio diversification.Episode Breakdown:00:00 – Introduction and Fun Fact about the S&P 50001:07 – Debunking the Diversification Myth02:52 – Sector Concentration in the S&P 50006:14 – Global Influence on the Index09:19 – Risks of Using the S&P 500 as a Sole Investment Strategy14:49 – Conclusion and Final Thoughts

In this episode of "Beer and Money," Ryan Burklo explores why many people feel financially stressed despite having significant retirement savings. He highlights the importance of taxable brokerage accounts in providing financial flexibility and reducing stress. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo TAKEAWAYS Many individuals feel financially constrained because their savings are tied up in retirement accounts. Taxable brokerage accounts offer liquidity and flexibility, allowing access to funds without penalties. Balancing retirement savings with liquid investments can reduce financial stress and improve quality of life. Properly structured taxable accounts can offer tax advantages through long-term capital gains. CHAPTERS 0:00 - 0:45: Ryan introduces the topic and common financial stressors. 0:46 - 1:30: Discussion on why retirement accounts alone may not suffice 1:31 - 2:45: Exploring the flexibility and advantages of taxable accounts 2:46 - 3:30: How to achieve a financial balance for reduced stress 3:31 - 4:14: Final thoughts and where to find more information  

Send us a textJoin us on Average Joe Finances as our guest Colton Pace, shares his journey from growing up on a ranch in Dallas, Texas to founding Ownwell, a startup aimed at reducing home ownership costs. Colton discusses how Ownwell helps homeowners and real estate investors save on property taxes, insurance, and utility bills. He also delves into the company's unique contingency fee model, how local expertise is crucial for property tax appeals, and the importance of financial planning through detailed expense tracking. Colton shares insights from his experience working for a billionaire, highlighting the significance of analyzing each expense to maximize returns.In this episode:Learn how challenging property tax assessments and expenses can unlock hidden savings for homeowners.Discover why education and awareness are key to reducing real estate ownership costs.Understand how Ownwell leverages nationwide expertise to optimize property tax and utility savings.Gain insights from Colton Pace on using curiosity and direct communication to uncover financial opportunities.And so much more!Key Moments:01:13 Meet Colton Pace: From Ranch Life to Real Estate02:27 The Mission of Unwell: Reducing Real Estate Costs03:27 Importance for Real Estate Investors07:07 The Eye-Opening Moment: Property Tax Savings11:20 Utility and Insurance Savings13:09 Biggest Savings and Success Stories15:47 Challenges and Benefits of Using Unwell17:32 The Importance of Time Management for Real Estate Investors18:18 Introducing the Unwell Team and Their Expertise19:55 Geographical Reach and Market Operations21:37 Financial Planning and Expense Management24:14 Final Round: Colton's Insights and Advice30:19 Connecting with Colton and Final ThoughtsFind Colton PaceWebsite: https://www.ownwell.com/LinkedIn: https://www.linkedin.com/in/coltonpace/Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comShow Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

In this episode, Blue Trust private wealth advisors Stephanie Adams, CFP®, CPA, and Mary Helen Klingen, CFP®, CPA, CKA®, plus senior financial planner Jonathan Lowery, MBA, CFP®, CKA®, discuss the unique financial considerations singles face. Their conversation reveals both the challenges and opportunities that come with managing finances as a single person.To learn more, visit http://www.BlueTrust.com LinkedIn: https://www.linkedin.com/company/bluetrustwealth Facebook: https://www.facebook.com/bluetrustfinancial Instagram: https://www.instagram.com/_bluetrust Twitter: https://twitter.com/_BlueTrust The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients' experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. 

Think you know taxes? Think again. In this episode of Wise Money, we uncover the most common tax misconceptions that could be hurting your financial plan. From mortgage interest myths to the truth about 401(k) contributions and gifting rules, we break down what's fact and what's fiction so you can keep more of your hard-earned dollars. Season 11, Episode 1 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/YbBn_FsDioU  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Show Highlights Include:  -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.  -Why choosing a new firm should solve for tomorrow, not just today's pain point.  -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself.  -Act “as if” now: build processes at $800k that can carry you to multiples of that revenue.  -Inorganic growth tips: start smaller on your first deal and look for conversion opportunities in transaction-heavy books.  -Matching your vision to the right platform (including enterprise/OSJ models) and the size of the “pond” you're fishing in.  Advisors often chase short-term fixes and then outgrow their platform. Frank and Stacey show how clarifying your end state first informs smarter decisions on staffing, tech, firm selection, and acquisitions - so you don't have to move twice.