Podcasts about financial planning

(9/22/23) The Oscar Meyer Weinermobile is returning; Jerome Powell & the shrinking market; the resilience of the consumer is weakening, cooling down. Candid Coffee preview of Progression Planning presentation: Having the Conversation; Trump Tax Cuts are expiring in 2026; what you need to do now; the Roth Solution. Autumn onset; family funds & tax planning; the use of life insurance: Making sure your money goes to family instead of the government. How inflation is affecting financial planning; your advisor must be a student of inflation SEG-1: Oscar Meyer Mobile & Shrinking Market SEG-2: Candid Coffee Promo/Preview SEG-3: BlackRock and Tax Cut Expirations SEG-4: Autumn Onset & Family Fund Tax Planning Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=1Fu2u6TwToM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2657s -------- The latest installment of our new feature, Before the Bell, "Post-Meeting Fed = Opportunity" is here:  https://www.youtube.com/watch?v=pv9TgvqoRY8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Is the Fed Too Hawkish Now?" https://www.youtube.com/watch?v=HLEarr1D2-E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=17s -------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #TrumpTaxCuts #FinancialPlanning #FederalReserve #FOMC #interestRates #JeromePowell #SoftLanding #Markets #Money #Investing

ONCE UPON A GENE - EPISODE 199 Navigating as a Rare Mom - Expert Insights into Special Needs Financial Planning with Mary McDirmid from Special Abilities Network Mary McDirmid is a rare mom and Chief Inclusion Officer at Special Abilities Network. She has a passion for advocating for families like ours— families with children who have disabilities and rare diseases. She's here to talk us through the uncomfortable topic of financial and future planning for our rare families.  EPISODE HIGHLIGHTS How do parents approach planning for their children's future when things feel so uncertain? If you don't have the capacity to think about it, the first thing to do is to figure out what you can do to create space and capacity. Triage anything that's causing a lot of stress so you can move from caregiver mode to parent mode.  What's the importance of planning when you have a child with disabilities or rare disease? The importance is that if a child is on any type of state or federal benefit, we want to ensure they keep those benefits. When they turn 18, they're legally an adult and they can only have a certain amount of assets in their name. There's only a couple places we can put money to help them save and not have funds count against their asset limits. It's important to also be able to supplement financial care when you're no longer around. The importance is keeping your child benefit-eligible and to ensure your child is cared for.  What is your advice for parents who don't have the financial resources to save for their child's future? Apply for state benefits and leverage those resources to find funds. Think about other resources such as family members who can contribute. Examine how your family is spending money  and reflect on your personal spending habits to see if there's somewhere to save.   How can families advocate for change around policy and providing better care for our kids? If you're up for the fight, you have the time, and you have the capacity, think about what you want to achieve, be clear in your ask and be prepared to follow up. If you're considering taking something on, ask yourself if the project benefits from your special skill or expertise, if it serves the community you represent, and what / who you want to be held accountable to.  LINKS & RESOURCES MENTIONED Dante Labs https://us.dantelabs.com/ Special Abilities Network https://specialabilitiesnetwork.com/ TSC Alliance https://www.tscalliance.org/ State Disability Resource Guides https://truenorthdisabilityplanning.com/idd-roadmaps TUNE INTO THE ONCE UPON A GENE PODCAST Spotify https://open.spotify.com/show/5Htr9lt5vXGG3ac6enxLQ7 Apple Podcasts https://podcasts.apple.com/us/podcast/once-upon-a-gene/id1485249347 Stitcher https://www.stitcher.com/podcast/once-upon-a-gene Overcast https://overcast.fm/itunes1485249347/once-upon-a-gene CONNECT WITH EFFIE PARKS Website https://effieparks.com/ Twitter https://twitter.com/OnceUponAGene Instagram https://www.instagram.com/onceuponagene.podcast/?hl=en Built Ford Tough Facebook Group https://www.facebook.com/groups/1877643259173346/ Interested in advertising on Once Upon a Gene? Email advertising@bloodstreammedia.com for more information!

In this week's Coffee Break Session, we unpack modeling and forecasting as a corporate treasurer. Listen in and learn the key differences, explore real-world examples, and see how data can help drive accurate predictions.

In this episode, we dive into the world of FinTech and how it is shaping the investment and financial planning industry. Our guest shares insights on the best tech tools and investment approaches that are making a significant impact in the market. We also discuss the importance of staying up-to-date with the latest trends, such as AI, and how it can benefit both advisors and clients. Join us as we explore the future of technology in finance and the unique approach our guest's company is taking to support tech workers. Don't miss out on this informative and thought-provoking conversation! Eric is a highly experienced professional in the tech industry, with a career spanning 18 and a half years at Amazon. Currently, he serves as the managing principal at Prospero Wealth, where he oversees investments and ensures an exceptional client experience. With 23 years of experience in the tech industry, Eric has established himself as a trusted advisor for tech workers and business owners, helping them navigate the complexities of investing. His credentials include his role as the managing principal at Prospero Wealth, his extensive experience at Amazon, and his dedication to assisting tech professionals in achieving their financial goals. Eric's ethos revolves around providing personalized and strategic investment solutions, tailored to the unique needs of his clients. Through his expertise and commitment to excellence, Eric has become a respected figure in the tech and finance

In this week's audio podcast, Miguel Gonzalez explains the key differences between estate planning and asset protection, as well as the optimal occasions when you should consider each wealth-preservation strategy.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Jennifer Palmer, CEO and Founder of JPalmer Collective, joins us to explain asset-based lending and how it can be a solution for businesses that want to raise capital, but also want to keep equity intact. The range of eligible assets is broad, and our discussion about the true cost of capital is eye-opening. Jenn has spent a career as a leader in the space, and founding her own firm has allowed her to focus on the segment of the market that she is passionate about. This ep gets deep on financing detail, but also takes a look at the trends and growth in woman-owned businesses.

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We've spent two episodes talking to 20-30-year-olds and even 40-50-year-olds, but what about our over-60 crowd? Well, here's your chance!What if you could redefine retirement and live it on your own terms? Be our guest and absorb invaluable insights as we demystify financial independence and guide you on how to make stress work in your favor for a truly fulfilling retirement. Learn the art of reinventing yourself and letting go of financial anxieties. For couples, we have a special segment discussing setting financial goals and having harmonious conversations about money. Embark on your journey towards retirement with the right mindset and a well-structured plan. We debunk the financial challenges of retirement and equip you with practical strategies to ensure you have sufficient funds to cater to your needs and desires. With Travis' expertise, we guide you on treating your retirement fund as a business and making wise choices during your transition. From choosing a financial planner to understanding their significance, every detail is covered in this episode.Ready to explore the world of financial planning and investment management? We've got you covered! Learn to distinguish between 'product pushers' and rigid planners, and identify the best advice suited to your needs. We introduce you to fee-only financial planners, highlight their fiduciary responsibility to you, and guide you in avoiding conflicts of interest. ______________________________________________________________Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.comDitch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell. You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

The financial landscape is changing, and traditional market wisdom may not hold true anymore. In this episode, Brandon dives into the disconnect between the stock market and the economy and the importance of caution in your investment approach.   Brandon also shares the reasons he believes you may want to give annuities a second look. Annuities are often misunderstood but have evolved and now offer many compelling benefits for retirees, especially in today's economic climate.   Brandon breaks down the advantages of annuities compared to traditional low-yield bond funds, how they could provide principal protection with reliable growth (even in uncertain times), and their role in building a diversified retirement portfolio. If you're ready to build an income plan for your retirement, connect with Brandon and his team at BowenWealth.com, to begin the conversation today. #IncomePlan #RetirementSavings #RetirementIncome #InvestmentStrategies #Annuities #FinancialEducation #RetirementPlanning #FinancialFuture #MarketTrends #PrincipalProtection #PortfolioDiversification #FinancialAdvisor #WealthManagement #FinancePodcast #FinancialLiteracy #RiskManagement #PortfolioXray #DiversifiedPortfolio #wealth #fyp #podcast #SouthCarolina #Charleston #BrandonBowen #BowenWealth #CharlestonsRetirementCoach #RetirementGameplan

What exactly does a financial planner do? This week I'm answering another listener question with CFP and host of the Jill on Money podcast, Jill Schlesinger. We get into the nitty-gritty of when you should turn to a financial planner and when you can just handle things on your own. Other episodes featuring Jill - Ep.371, Ep.372, Ep.380, Ep.397! Connect with Jill Website | Twitter | Book Need an Advisor? Here's 13 Questions to Ask Join Me on YouTube! https://www.youtube.com/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!

Can Sven and Olga in Minnesota shorten their working years? Should PJ in Michigan take his pension lump sum or the annuity payments, and should he maintain an aggressive asset allocation in retirement? Plus, the fellas spitball early retirement strategies for Joe in Massachusetts and Nick in California, and they discuss how to tell the difference between post-tax contributions and pre-tax funds converted to Roth at tax time for Victor.  Timestamps: 00:45 - Can We Shorten Our Working Years? (Sven & Olga, MN) 07:50 - Pension Lump Sum or Annuity? Aggressive Asset Allocation in Retirement? (PJ, Michigan) 23:31 - Can We Retire at Ages 55 and 52? (Joe, MA) 29:54 - Help Me Spitball Some Retirement Goals (Nick, CA) 35:07 - Post-Tax Contributions and Pre-Tax Funds Converted: How to Tell the Difference? (Victor) 39:40 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-447  Retirement Income Strategies Guide Register for the Investing 101 webinar, Wednesday, Sept 27, 12pm PT Episode Transcript Ask Joe & Big Al On Air for your Retirement Spitball Analysis

Maryam Rusch, former wholesaler now co-founder of Cycle Framework Insights, joins the show:Her best value-add resource as an advisorWhy she decided to Co-Found Cycle FrameworkWhy outsourcing your economist makes sense4 Key Cycles of their Economic FrameworkLearn More and Subscribe TodayDisclaimer:The information provided through this recording are provided solely for informational, educational, or entertainment purposes. Cycle Framework Insights is not endorsed by or affiliated with FINRA. The views expressed today, are not intended to provide legal, tax, investment, or insurance advice. Additionally, the insights, views, and other information provided today do not guarantee future performance of investments. Nothing stated should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or other financial decision.

In this episode of the Infinite Wealth podcast, hosts Cameron Christiansen and Anthony Faso discuss the concept of whether you need a financial planner to achieve financial freedom. Drawing from their personal experiences and insights, they explore the limitations and drawbacks of relying solely on financial planners and share alternative strategies for building wealth and creating passive income. Tune in to learn why taking a more active approach to your finances and exploring different asset classes can be essential in creating long-term financial freedom!  Key Lessons: Financial planners may not always provide the best advice for achieving financial freedom. Their recommendations are often limited to the products they have access to, neglecting potential opportunities in real estate and entrepreneurship. 2. Taking a more active approach to your finances and exploring different asset classes can be key in building wealth and creating passive income. 3. Reconsidering traditional ideas of retirement and focusing on building multiple streams of income can be more effective in achieving financial freedom.   Resources: Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Check our online course at www.InfiniteWealthCourse.com Buy Becoming Your Own Banker by R. Nelson Nash http://bit.ly/BYOBbookIWC 

Isn't it time we started working for ourselves rather than a system? This episode prompts a deep dive into the money landscape of America and how we're not necessarily designed to profit in the traditional sense. We discuss the fine line between poverty and prosperity, and how your own decisions can help you tip the scales in your favor. By taking control of your finances, you can shift from a life of money-induced stress to one of financial prosperity.   "NO" may be a tiny word, but when it comes to money, it carries enormous power. We delve into the art of self-discipline, discussing how declining unnecessary expenses and ensuring intelligent financial choices can keep your wallet happy. From downsizing living costs to understanding the true impact of buying possessions outright, we've got you covered. It's time to stop being beholden to monthly bills and start owning your financial independence.   Money can either be your master or your tool, and we're aiming for the latter. Our conversation scales the steps of financial freedom, diving deep into the concept of self-financing. We share a simple, practical approach that can help you become prosperous while still maintaining a wise and godly handle on your finances. Shake off the chains of financial worry and step into a life overflowing with peace and prosperity.   Key Takeaways: The monetary system is not designed for individuals to make money, but for others to make money with their money. To become the master of your finances, you need to finance yourself and have money work for you. Prosperity is not determined by how much money you have, but by how much money you have left over after paying everyone else. Say no to yourself and make wise financial choices to have money left over and achieve prosperity. Set aside 10% of your income for God and give it to your church.       Looking for more? Join our More Faith More Life community: https://morefaithmorelife.com      About the host: Steve Gray is the founding and senior pastor of Revive Church KC. He has been in the full time ministry for over 40 years and  was launched into national and international recognition in the late 1990's as the leader of the historic Smithton Outpouring, and again in 2009 when he lead the Kansas City Revival which was televised nationally on the Daystar television network. Steve is also a veteran musician, songwriter, recording artist and published author. His books include When The Kingdom Comes, Follow The Fire, and My Absurd Religion.   Get your copy of When The Kingdom Comes  >> https://morefaithmorelife.com/shop/

While you may be comfortable with your 401k, Art McPherson and Luke McCarty discuss the changes that most likely need refreshing. Plus, do you suffer from Time Blindness and if so, is there a cure? Furthermore, how could it affect your retirement plans? For more information on The McPherson Financial Group or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com 

Ten years ago, 60 Minutes interviewed financial planner Brooks Hamilton who raised concerns about the quality of mutual funds in 401(k) plans. Recently the clip has seen new life online with many asking, “Have things improved since then?”   In this episode, Frank and Frankie break down some key changes in 401(k) plans, including the rise of Roth 401(k) options and their potential benefits for tax-free retirement income. They emphasize the significance of employer matches and discuss strategies for minimizing taxes on your retirement savings.   Learn about the advantages of in-service distributions once you reach age 59½ and how doing them might expand your investment options. Learn about the pitfalls of certain target retirement funds and explore alternatives for a balanced portfolio.   If you're looking to boost your retirement savings, minimize taxes, and secure your financial future, visit A Better Way Financial.com to start the conversation about your retirement plan today.   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.”   #ABetterWayFinancial #RetirementSavings #FinancialPlanning #BabyBoomers #Retirement #RiskTolerance #PortfolioDiversification #60Minutes #401k #401kPlans #RetirementPlanning #Roth401k #TaxStrategies #MutualFunds #TargetRetirementFunds #InServiceDistributions #RetirementIncome #PortfolioOptimization #MarketDownturns #FinancialFuture #retirement #financialplanner #financialliteracy #wealth #fyp #podcast #Allentown #Pennsylvania

In this episode of Paisa Vaisa, Anupam Gupta welcomes Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Co. Ltd. With a rich background in economic advisory for the Prime Minister and now as a part-time member of the Aadhar project (UIDAI), Nilesh Shah is a true financial expert. He shares his insights into the evolving Indian stock market, highlighting the shift from convincing people to invest to a willingness to participate, which he considers a game-changer. Additionally, he discusses why foreign manufacturers prefer China over India and the evolution of retail investing in the country.Connect with Nilesh Shah on LinkedIn  Get in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/See omnystudio.com/listener for privacy information.

How do you know when you need to make a change with your CPA? If you are seeing any of these four signs, it may be time to start seeking out a new team:   1) You have asked for tax projections but don't get them. 2) You have asked for guidance around the timing of a use of capital but your CPA doesn't want to offer a recommendation. 3) You feel like your CPA knows less about taxes for your business than you do. 4) You have found errors with prior year business returns prepared by your CPA.   In today's episode of the Entrepreneur Aligned Podcast, we'll dive into each of these warning signs and discuss why they are important to pay attention to.   -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

About the Episode:  In this episode, we're going to focus on how to have a budget that actually works. Resources: FULLY FUNDED LIFEBudgetingMonthly Budget Tool Related Monday Money Tip Podcast Episodes: Episode 221: You Asked For It: How Can I Budget Or Save When I Can't Pay My Bills? Episode 217: Creating A Budget That Actually Works Episode 184: Setting And Sticking To A BudgetEpisode 156:  A Balanced BudgetEpisode 137: 5 Tips To Help You Absolutely, Positively, Actually Follow Your Budget Email info@iwbnin.com to ask questions or share success stories.

Today we dive into the world of student loans with Meagan McGuire, a Certified Student Loan Professional with extensive expertise in student loan policy and planning. Meagan, who has advised on over $380 million of student debt, sheds light on the implications of student loans resuming after a hiatus and offers crucial insights for borrowers. You'll gain valuable knowledge about choosing the right repayment plan, especially if you're a medical professional looking to minimize payments. Meagan also discusses strategies to keep your payments manageable while pursuing Public Service Loan Forgiveness (PSLF), including the option to exclude spousal income by filing separately. Learn more: https://apmsuccess.com/214      Watch the video: https://apmsuccess.com/214v                                                             

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Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University, and author, Miranda Reiter, Ph.D., CFP®.In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Dr. Miranda Reiter about the significance of diversity and inclusion in financial planning, and the need for mentorship and support for students and young professionals. Dr. Reiter talks about her journey to becoming a professor and her research in financial planning, including the dynamics of race and gender in choosing a financial planner. Miranda also mentions her recent project with The Great Courses, creating the audio book Six Ways To Manage Money.Dr. Miranda Reiter discusses: Her childhood aspirations and journey to becoming a professorThe misconceptions about pursuing a Ph.D.Her research in financial planning and diversity in the industryThe importance of diversity and inclusion in financial planningSupporting students and young professionals in the industryWhy we need more tech programs in schoolsDr. Reiter's  “Six Ways To Manage Money” audio book with The Great CoursesAnd moreResources:Six Steps To Manage Your MoneyDr. Ajamu Loving: Wealth Building and Generational Planning for MinoritiesTucker Bryant: Unlocking Innovation Through VulnerabilityConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Miranda Reiter:Texas Tech UniversityLinkedIn: Miranda ReiterAbout our Guest: Dr. Miranda Reiter, CFP® began her career in the financial services industry in 2003 and has worked as a financial planner and banker at several Fortune 500 firms before her academic career. She created a financial planning firm in 2013, She & Money Financial Planning. Her financial advice has been quoted in popular media outlets such as The BBC, US News, USA Today, and Forbes. In addition to her career in financial services, Dr. Reiter has taught at several educational institutions in the U.S., France, and the Ivory Coast. In 2023, Dr. Reiter published a personal finance audiobook, Six Steps to Manage Your Money, published by Audible/Great Courses, and is the author of many more. She is a member of the Financial Planning Association, the Association of Financial Counseling and Planning Education, and the American Council of Consumer Interests. Dr. Reiter earned her Ph.D. in Personal Financial Planning from Kansas State University.

Some 10,000 Baby Boomers, or those born between 1946 and 1964 are retiring every day. There's one group that is feeling the effects of today's economy more than the others, Tripp dives into the ‘late boomer dilemma'. Then is it fact, fiction or somewhere inbetween? From Robo advisors to defining the difference between risk tolerance and risk exposure. Tripp returns to the hot seat to answer questions submitted by listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

Good stuff all around this week. Marty Hensley showcases a case study that really shines. Eric Kearney reacts to J.P. Morgan Chase CEO's thoughts on the economy. Joe Murphy tackles some things that show you might not be able to retire all in the vein of Jeff Foxworthy. Gary Nolan has time travel in mind when he takes us back to 1995. Visit Financial Pizza to learn more. Call 800-662-6808 or Text PIZZA to 600700. See omnystudio.com/listener for privacy information.

Jason Howell and Doug Tees are with Jason Howell Company based out of Fairfax, VA, and they join the show today to discuss their journeys in the financial planning industry. If you are considering changing careers and would like the confidence to make the leap, this is an episode for you! Listen in as Jason and Doug delve into their unique paths to financial planning, as well as the formation of their successful partnership. Jason unpacks how he utilized his vast network to launch and grow his firm, and the serendipity behind hiring Doug just two years in. Meanwhile, Doug reveals his career transitions, the value of past experiences in convincing Jason to take a leap of faith with him, and their collective vision for the firm's future. You can find show notes and more information by clicking here: bit.ly/3Pvz0Z3

More on YouTube? Check the video version on YoutubeWho is the Guest?David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents.David is the founder and president of Rosell Wealth Management, an entrepreneurial firm located in Bend, OR. For over 20 years he has specialized in working with affluent individuals and families who are at or near retirement to help them live the life they have always imagined.As a recipient of the Retirement Distribution Certificate from the University of Pennsylvania's Wharton School of Business, David excels in making complicated financial planning topics easy to understand. An accomplished speaker, he has addressed international audiences numbering in the thousands, including the Million Dollar Roundtable® and Vistage Worldwide.David is the host of the podcast Recession-Proof Your Retirement and author of 2 other entertaining books that meld his passions of adventure and finance: Failure Is NOT an Option- Creating Certainty in the Uncertainty of Retirement and Keep Climbing- A Millennial's Guide to Financial Planning. He enjoys writing from his motorhome named Bennie.He has been featured on CNN Money, US News & World Report, Chicago Tribune, NBC News, NY Daily News, FOX Business, MSN Money, Yahoo Finance and NPR.His Life in Bend, Oregon and Jackson, Wyoming is constantly inspired by his two Children Sophie & Jack who are becoming seasoned travelers themselves. When he's not working or parenting, David indulges in downhill skiing, mountain biking and paddleboarding as well as traveling with his partner, Heather.Visit Him at:Website:https://www.rosellwealthmanagement.com/Linkedin:https://www.linkedin.com/in/davidmrosell/ Facebook:https://www.facebook.com/RosellWealthManagement Podcast:https://podcasts.apple.com/us/podcast/recession-proof-your-retirement-podcast/id1497198783 Start taking action right NOW!Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON'T have to start that way. Feel free to talk to him :)Connect with us through social! We'd love to build a community of like-minded people like YOU!Support the show

Today, I'll be sharing with you the Roth IRA 5-Year Rules. Yes, there's 2 of them. One for contributions and one for conversions. As you approach retirement you need to make sure you are not running afoul of these rules or else your earnings could be taxable along with a 10% penalty. That completely washes out the benefits of doing a Roth IRA in the first place! Making this episode made me realize how confusing this part of Roth's can be. Now at least you'll know to watch out!   Read more: https://birchwoodcapital.com   Sources: Two 5-Year Rules for Roth IRAs

Our special guest this week is Tricia Daniel Intro about the guest: Dive deep into the world of financial planning with Tricia Daniel, a finance maven who has turned her life's lessons into golden insights. With a background in corporate finance and personal experiences that shaped her financial philosophy, Tricia offers a unique perspective that bridges the gap between the world of numbers and daily life. Overview of the Conversation: In this riveting episode, Tanya Wilson and Tricia Daniel unpack the intimidating world of financial planning, forecasting, and literacy, showcasing it as a tool for empowerment and overall well-being. Together, they challenge misconceptions, share personal tales, and offer actionable insights, demonstrating that financial stability isn't just about money, but also about the holistic state of one's life. 10 Key Points Discussed: Demystifying Financial Planning: It's not about restriction but about preparing for various financial scenarios to ensure stability. The Concept of Overall Wealth: Wealth isn't just monetary. It encompasses well-being aspects like health, trust, love, and wisdom. Financial Planning's Personal Touch: Tricia's journey from viewing financial planning as a sales tactic to utilizing it for her family's financial reconstruction. Financial Literacy for Women: The importance of financial education for women to break societal taboos and misconceptions, empowering them to make impactful societal contributions. Money Conversations in Relationships: Tricia's candid revelation about the pitfalls of not discussing finances openly in partnerships, leading to detrimental effects. Teaching Kids about Money: The dire need to instill financial knowledge in the younger generation, emphasizing the long-term implications of small spending decisions. Entrepreneurship's Financial Challenges: The inherent financial ebbs and flows in the service industry and the strain it places on female entrepreneurs. The Reality of Financial Stress: A raw look into the pressures of maintaining a particular lifestyle influenced by societal expectations and social media. A Shift in Mindset: The essentiality of focusing on the present, understanding what's enough, and the powerful role mindset plays in financial management. Learning from Losses: Tanya's reflection on viewing financial losses not as misfortunes but as opportunities for growth and gratitude. Final Overview: This episode of the Ladies Kickin' Ass podcast is a heartfelt exploration into the intricacies of financial planning, literacy, and the emotional challenges intertwined with monetary matters. As Tanya Wilson and Tricia Daniel guide listeners through the maze of finances, they reiterate the value of open conversations, early education, and mindset shifts. Empowerment, they stress, is not about how much you have, but how you navigate and grow with what's in hand. Prepare to view your finances through a refreshing, empowering lens. Love our Guest,  Tricia Daniel!! Follow her at…. ⁠Insta⁠     ⁠LinkedIn⁠     ⁠Website⁠ YouTube Starting Over Wealth Podcast Money Over Easy Podcast Connect more with Tanya & Ladies Kickin Ass… ⁠Insta ⁠    ⁠Facebook⁠     ⁠LinkedIn⁠    ⁠YouTube⁠   ⁠TikTok⁠    ⁠Website⁠   Check out some of our favorite things! ⁠Free 7-day trial GrowthDay Personal Development App⁠ ⁠Are you a podcaster, looking for inspiration - check out PodcastHer!⁠ ⁠Riverside.fm (online recording platform)⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/ladieskickinass/message

2023-09-15 Golden Life PODCAST See omnystudio.com/listener for privacy information.

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client's financial lives.To have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients.They have often remarked that if anything happens to them, or if they need anything, Fred is the first person they or their spouse will call!In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.Because of his loyal clients, Fred's practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association, and others.A lifetime resident of Summit County, Ohio, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.Learn More:https://www.cavufinancial.com Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation

In this episode of "New Focus on Wealth," host Chad Burton provides a market update, discussing the resilient economy despite inverted yield curves and higher interest rates. He also touches on the topic of inflation, with the CPI coming in slightly higher than expected. The episode concludes with a discussion on the rise in energy prices, particularly oil prices reaching a new year-to-date high. Timestamp: [00:01:05] Inflation and interest rates. [00:06:56] REITs and their performance. [00:08:25] Real estate investment and office buildings. [00:12:26] ETFs and Index Funds [00:15:18] Weird math. [00:21:07] Where active management pays off. [00:24:06] Investing beyond index funds. [00:29:49] Asset location and tax efficiency. [00:32:08] Pay attention to your diet. [00:36:06] Probiotics for ADHD and depression. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

If you want to convert more prospects into life-long clients... You need to know the answer to two questions: 1) Why do people hire a financial advisor? 2) Why do people fire their financial advisor? They just might be the two most important questions for any advisory business. Fortunately, Samantha Lamas and Danielle Labotka did the research to get the answer to those two questions. And, what they learned will forever transform the way advisors approach client acquisition and client retention. Things you'll learn: How to create digital content that makes an emotional connection The connection between listening skills and higher client retention The most commonly cited reasons for both hiring and firing an advisor The most commonly listed emotional reasons driving hiring and firing decisions The “Value Prop Makeover”: 3 steps to effectively communicate your emotional value   The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode -> Go Here. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

Jake and Cory invite you to tune into this week's episode to listen to them discuss where to retire, where to save, charts, Trump vs Biden, and much more. Be sure to subscribe so you don't miss an episode! Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 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 middleman, 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/              Connect with Jake Falcon, CRPC         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors             #personalfinance #Trump #Biden #upticks #retirement #kansascity

Even if you aren't close to retirement, financial planning in your 30s and 40s is critical. And if your 30s and 40s feel like they were another lifetime ago, that doesn't mean that financial planning in your 30s and 40s doesn't apply to you. What we're going to cover in this article will still apply to your children and/or grandchildren. Two of our CFP® Professionals, Logan DeGraeve and Matt Kasper, are going to help us with reviewing some key financial planning strategies to consider in your 30s and 40s. Logan just turned 31 and Matt is about to turn 41, so this topic of financial planning in your 30s and 40s is right up their alley. Retirement Plan Checklist: https://bit.ly/44QBkyr Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8 Considerations for Retiring Before 62 & 65: https://youtu.be/JbZWycokNhc The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg?si=NtAM6Bk0dTTqGD8q Family Financial Planning with Matt Kasper: https://youtu.be/MX0SvvCwnww?si=tHOZATmUoJJ2Uv6a Life Insurance in Retirement: https://youtu.be/cFWcUe2VADo Retirement Planning Tool: https://bit.ly/45OCTON Meet with us: https://bit.ly/45WfdIo

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client's financial lives.To have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients.They have often remarked that if anything happens to them, or if they need anything, Fred is the first person they or their spouse will call!In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.Because of his loyal clients, Fred's practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association, and others.A lifetime resident of Summit County, Ohio, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.Learn More:https://www.cavufinancial.com Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation

Whether you or a loved one is reaching a point where you need more care, it may be challenging (but not impossible!) to find the right plan for your needs.  What strategy is the best? How much will it cost? Should you move to a senior home or hire caretakers? In this episode, Rob Curtiss … Read More Read More

In this week's audio podcast episode, Miguel Gonzalez talks about the most challenging aspect of investing your 401(k) - matching your tolerance for risk with your investment objectives.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

In this 2-minute episode Brian discusses financial planning protection. 

Ever wondered how to grow a financial planning firm from a start-up to an enterprise-level success? Today, we're giving you an exclusive seat at our enlightening chat with James Conole, the founder of Root Financial Planning. Imagine managing over 250 million AUM – James  and his team do just that and he shares the insightful lessons he learned on his journey. We explore the intriguing paths available to entrepreneurs in the fee-only community. James gives us a firsthand account of his innovative strategies: how he leverages his platform, expands into various platforms, and maintains a consistent, reliable, and positive client experience. He unveils the secret of the Sequoia System developed by Root Financial Planning. No stone is left unturned as we discuss the challenges of managing an inflow of prospects, building a successful team, and hiring the right people to support growth. Finally, a discussion with James wouldn't be complete without delving into the vast opportunities available in the financial planning industry. Are you considering a career in this field? Root Financial is hiring. James shares his experiences and offers invaluable advice on finding the right fit and fosters an engaging conversation about the role of the Sequoia System in enhancing a successful client experience. Get ready for an episode packed with expert insights and transformative advice you won't want to miss!Social:https://www.linkedin.com/in/jamesconole/Twitter: @jamesconoleMusic in this episode was obtained from bensound.

According to Forbes in 2022, only 23% of Americans had a written financial plan, while 37% had done no financial planning at all. It is a common misconception that you need to have a lot of money or be a business owner to seek out financial planning services and this could not be further from the truth.  On this week's episode of the Tallahassee Business Podcast we are joined by our 2023 Podcast Presenting Sponsor, MillCreek Financial Consultants. William Green and Robbie Kinney join us to break down the walls of financial planning. They discuss their Process vs. Product approach, advice on planning for retirement when inflation is inevitable, and how exit strategies need to be discussed sooner rather than later.  MillCreek shares their "why" behind their "what" and how they believe financial education is the forefront of what they do. Tune in to this week's episode to learn more! Visit MillCreek's website here: https://www.millcreekfinancialconsultants.com/   Disclosure:  This podcast is intended for general public use and for educational purposes only. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. William and Robbie are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3664 COOLIDGE CT., TALLAHASSEE FL, 32311, 850-5629075. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. MillCreek Financial Consultants is not an affiliate or subsidiary of PAS or Guardian. William's CA Insurance License Number - 0H88072, AR Insurance License Number - 3421324. Robbie's CA Insurance License Number - 0H88072, AR Insurance License Number - 3421324.2023-160727 Exp 9/23   

In this episode of the Fearless Mindset Podcast, Mark Ledlow interviews Julio Gonzalez, CEO of several companies, including one specializing in tax services. Julio discusses various financial and tax-related topics, including the benefits of real estate investments, tax incentives for hiring veterans, grants for veteran-owned businesses, and the importance of tax planning for professional athletes. The conversation also touches on the current economic climate, rising interest rates, and the need for businesses to retain cash during uncertain times.Overall, the discussion highlights the importance of tax planning, taking advantage of available tax incentives, and the potential benefits of investments like real estate. Julio emphasizes the value of knowledge and expertise in managing finances effectively in various sectors.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSJulio Gonzales, CEO of multiple companies, discusses various financial topics..He highlights the benefits of investing in real estate, such as lower interest rates and tax write-offs.The 1031 exchange is a valuable tool for deferring profits from property sales by reinvesting in real estate.Julio emphasizes the significance of grants available to veteran-owned businesses, encouraging them to apply for these grants.Tax credits and incentives are available for hiring veterans, providing additional financial benefits to employers.Julio mentions the importance of retaining cash for small businesses during economic uncertainty.He questions the wisdom of raising interest rates on small businesses dealing with inflation and higher labor costs.Julio advises CFOs of larger companies to prioritize cash retention during uncertain economic periods.QUOTES"We've got to invest in ourselves, and it starts with savings, having savings and having some type of cash balances to get through this inflationary period and get through the presidential cycle and get to the other side of it and hopefully be better from it." - Julio Gonzalez"More than ever, you've got to retain cash. It's vital to have cash. We've got to invest in ourselves, and it starts with savings." - Julio Gonzalez"Why are we raising interest rates on small business owners that are dealing with inflation, dealing with higher labor rates, wages, and things of that nature?" - Julio Gonzalez"It's just that we're trying to make sure that all businesses have these resources." - Julio Gonzalez"If we invest in ourselves, we get to write it off. If we put our money in an IRA, we get to write it off. We can use that to buy the property, and because we have it in an IRA, we get to defer the gains, much like we do at 1031." - Julio Gonzalez"You're going to do better with the cash than the government. I think it's vital to have cash." - Julio GonzalezGet to know more about Julio:LinkedIn: https://www.linkedin.com/in/julio-gonzalez-tax/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

Ready to unlock the secret to financial flexibility in your pursuit of financial autonomy? Join us, Steve Campbell and Travis Maus,  as we navigate the complex terrain of investment adaptability and retirement accounts, providing you with a roadmap that leads to financial independence. We promise to provide you with the tools to maximize the value of your hard-earned money and the knowledge to utilize them effectively.Life begins to change dramatically as we enter our 40s and 50s. Our expectations for these decades often differ vastly from the dreams we had as young adults. This episode is a deep dive into the realities of midlife financial freedom and how they intertwine. We discuss the potential lifestyle shifts and how mortality influences our choices. What does it mean to balance enjoyment of the present while adequately preparing for the future? We tackle this complex question, dissecting the risk of being pushed into excessive retirement plans by financial advisors. We emphasize how individualized financial independence is and underline the need to consider your personal happiness and fulfillment alongside your financial resources. We also emphasize the importance of communication, cash-flow, and spending in regard to your financial planning. This is one conversation you won't want to miss! Tune in, and let's navigate the path to financial independence together.______________________________________________________________Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.comDitch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell. You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

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