Podcasts about financial planning

In your 30s you'll face many new and interesting financial challenges. You are likely making more money now than ever before and facing significant financial decisions — like having kids, purchasing a bigger house, changing careers, and more. Whether you are entering your 30s or halfway through, we are helping you face the biggest financial planning decisions in your 30s on this episode of The Wise Money Show. Season 7 Episode 45 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.   Find more information about the Wise Money Show™ at www.wisemoneyshow.com  Be sure to stay up to date by following us!  Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/  Want more Wise Money™?  Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/QMuBW2TiXDc  Subscribe on YouTube: http://www.youtube.com/c/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.

Another special BONUS featuring some of our great friends at THE GrowthLab FaaS Today we're pleased to be joined by Heather Satterly, CPA and Steven Byler. Heather is the newly appointed CIO (Chief Innovation Officer) of The GrowthLab and co-host of the Appy Hour; Heather is also the Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Also the founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. As well as the Co-Host of The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques. Steven Byler is the President & Co-Founder of The GrowthLab, a Finance-as-a-Service (FaaS) company that serves Founders and Management Teams with Financial Planning, Accounting, and CFO support. GrowthLab specializes in helping startups, emerging growth companies, and companies in turnaround mode by providing leadership and execution with their financial management, accounting, and strategic planning functions. --- Send in a voice message: https://anchor.fm/sonsofcpas/message

(7/1/22) Remember the 1970's--things were so much simpler then, right? Is this really a bear market, about which we're in denial? The Truth Comes from the Data. The Fed is raising rates so they can lower them again; Richard Rosso's Summer Reading List (preview); who's living paycheck-to-paycheck now? American Epidemic: Living Beyond our Means. Tire Terrorists; how much have Boomers saved for Retirement? What ever happened to the E*Trade Baby? Will Social Security COLA go up 10%? Senior Citizens League working to lower Insulin costs; the health/wealth dynamic in Retirement. SEG-1: Do We Need to Go Back to 1970? SEG-2: The Epidemic of Living Beyond Our Means SEG-3: Tire Terrorists & Retirement Reality SEG-4: The Health-Wealth Dynamic in Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=qtbkQxRpDJ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2612s -------- Our Latest "Three Minutes on Markets & Money: Will the Second-Half of 2022 Be Better than the First?" is here: https://www.youtube.com/watch?v=A5u70SPxPhA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Is Becoming an Ex-Pat the Best Way to Blunt Inflation?" v=TOhFfAXqajk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2805s -------- Articles mentioned in this podcast: "Don't Fight the Fed" https://realinvestmentadvice.com/dont-fight-the-fed -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Retirement #SocialEscurity #COLA #Healthcare #FederalReserve #RateHikes #Markets #Money #Investing

(7/1/22) Remember the 1970's--things were so much simpler then, right? Is this really a bear market, about which we're in denial? The Truth Comes from the Data. The Fed is raising rates so they can lower them again; Richard Rosso's Summer Reading List (preview); who's living paycheck-to-paycheck now? American Epidemic: Living Beyond our Means. Tire Terrorists; how much have Boomers saved for Retirement? What ever happened to the E*Trade Baby? Will Social Security COLA go up 10%? Senior Citizens League working to lower Insulin costs; the health/wealth dynamic in Retirement. SEG-1: Do We Need to Go Back to 1970? SEG-2: The Epidemic of Living Beyond Our Means SEG-3: Tire Terrorists & Retirement Reality SEG-4: The Health-Wealth Dynamic in Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=qtbkQxRpDJ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2612s -------- Our Latest "Three Minutes on Markets & Money: Will the Second-Half of 2022 Be Better than the First?" is here: https://www.youtube.com/watch?v=A5u70SPxPhA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Is Becoming an Ex-Pat the Best Way to Blunt Inflation?" v=TOhFfAXqajk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2805s -------- Articles mentioned in this podcast: "Don't Fight the Fed" https://realinvestmentadvice.com/dont-fight-the-fed -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Retirement #SocialEscurity #COLA #Healthcare #FederalReserve #RateHikes #Markets #Money #Investing

Jake Smail is a Financial Planning Associate at Demming Financial Services based out of Cleveland, OH. He joins the show today to discuss his entry into the financial planning profession, including the approach he took when trying to get hired in early 2020 during the beginning of the pandemic. If you are a middle-of-the-pack job seeker and want to have success in financial planning, this is an episode you won't want to miss. Take a listen as Jake shares how his experiences have helped him succeed in his career, as well as why his current firm is a good fit for him. We also talk about what he did to improve his chances of getting hired in a competitive environment and success tips for new planners as they progress through their educational program. You can find show notes and more information by clicking here: https://bit.ly/3OrAoIT

Today, Debbie talks to writer and novelist Hilma Wolitzer, age 92. She's just published a new book of short stories titled "Today a Woman Went Mad in the Supermarket." So yes, this is someone who is "making the most of growing older."Hilma's stories of sharply observed domestic life were published in the Saturday Evening Post and Esquire in the 1960s and 1970s. She has taught writing at the Bread Loaf Writers' Conference, the Iowa Writers' Workshop, NYU, and Columbia. She's also the author of nine novels and the recipient of national awards and fellowships.Her husband of almost 70 years died of COVID in the first months of the pandemic. It was as if he vanished, she told Debbie.She and her husband Morty both got Covid in April of 2020. They were taken to separate hospitals in New York City.She never got to say good-bye.He died two days before she was released from the hospital and went home to her apartment.As she tells Debbie on the podcast:"There were his slippers next to the bed. There was a pair of his drugstore eyeglasses. He seemed to have vanished and that was the sense I tried to depict in (the final) story (of her new book). Disappearance rather than dying." She was encouraged to write through her grief, and to write this story and add it to a new collection, by her daughters: New York Times bestselling novelist Meg Wolitzer and artist Nancy Wolitzer.She titled the new story, "The Great Escape." It is as diamond sharp and perfect - and funny - as her earlier writing. There's even sex.  Hilma tells it all in this conversation:What her writing process isWhy she writes about ordinary domestic lifeWhy and how she wrote through griefWhat it was like, over 50 years ago, to be a woman and a writer and not be taken seriously Mentioned in this episode or useful:HilmaWolitzer.comWikipediaTwitterThe Great Escape is Hilma‘s final short story in her new collection, Today a Woman Went Mad in the Supermarket (Bloomsbury Publishing; 2021)Hilma is mentioned in the first sentence: One Million (New York Times, May 13, 2022)Hilma's daughter Nancy WolitzerHilma's daughter Meg WolitzerHow Hilma Wolitzer Came Back From Covid Tragedy To Publish Her First Book In 8 Years—At The Age Of 91 (Forbes, Oct 22, 2021)Author Hilma Wolitzer lost her husband to COVID-19. So at 91, she wrote a story about it (LA Times, Aug. 26, 2021)Iris MurdochMaxine Kumin Note from DebbieIf you've been enjoying the podcast, please consider leaving a short review on Apple Podcasts. It takes less than two minutes and it really makes a difference. It makes me feel loved and it also attracts new listeners.Subscribe to my newsletter and get my free writing guide: https://bitly.com/debbie-free-guide. Connect with me:Website: debbieweil.comTwitter: @debbieweilInstagram: @debbieweilFacebook: @debbieweilLinkedIn: linkedin.com/in/debbieweilBlog: Gap Year After SixtyEmail: thebolderpodcast@gmail.comDebbie We are looking for a sponsor or a podcast networkIf you are interested in reaching a smart and thoughtful audience of midlife, and older, listeners, contact Debbie Weil. Media PartnersNext For MeEncore.orgMEA Support this podcast:Leave a review on Apple Podcasts: it will help us find a sponsor! If you are interested, contact Debbie WeilSubscribe via Apple Podcasts, Google Podcasts, Stitcher or SpotifyCredits:Host: Debbie WeilProducer: Far Out MediaPodcast websiteMusic: Lakeside Path by Duck Lake

Nicole is popping by about halfway through a longer podcast break to update you on some news!   First, some life updates about travel, visits from home, and thoughts from abroad about the recent loss of the constitutional right to abortion in the US.   Then, a heads-up for fellow US Americans living abroad - The Expat Cast is collaborating with Horbach Expats to host another 4th of July special event about financial planing! Register now.   Finally, listeners in Berlin should head over to Podfest July 16 and 17 to see podfriends Idan from Unmatch Me Now and Shaun from The Germany Experience.   LINKS Register: July 4th Event with Horbach Expats, 7 pm, online Financial Planning for US Americans in Germany Podfest Berlin Episodes with Zoe about Solo Female Travel and about American Pride   REVIEW On Apple Podcasts On Podchaser On my website   CONNECT theexpatcast.com Instagram @theexpatcast  Twitter @theexpatcast 

When you're a business owner, you put your heart and soul into your business. There's a lot that goes into starting and running a successful business. When it's time to retire though, how can you make sure your transition goes well?   Key topics on this show:  1:04 - If you start a successful business, will you be set for retirement? 5:30 - How will you sell it? 9:02 - Are you planning on the family taking over?   For more financial information, visit us online: http://petersonfg.com 

Who's your ideal client and what's the biggest challenge they face?What are the common mistakes people make when trying to solve that problem?What is one valuable free action that our audience can implement that will help with that issue?What is one valuable free resource that you can direct people to that will help with that issue?What's the one question I should have asked you that would be of great value to our audience?When was the last time you experienced Goosebumps with your family and why?Path to ProfitabilityGet in touch with Kristen:  Website, Instagram, FacebookLearn more about how Uwe helps in-demand professionals and their VIPs to get back their family mojo, double their financial security, and live in abundance in all areas of their life (without feeling guilty or constantly questioning themselves): Visit www.uwedockhorn.com. Or when you feel you'd be interested in working together you can Book A Chat With Uwe

In this audio podcast, Miguel Gonzalez talks about planning for unexpected costs before retirement.  Unexpected expenses will happen, which is why your retirement planning needs to incorporate more than just investments.

Planning for Your Child’s Passion, with Anthony Chen, Host of Family Business Radio In a commentary from a recent Family Business Radio episode, host Anthony Chen makes the point that your children’s passion may lead them into non-traditional paths besides college, and discusses how to adjust your financial planning to reflect your child’s plans. Anthony’s […] The post Planning for Your Child’s Passion, with Anthony Chen, Host of

Planning for Your Child’s Passion, with Anthony Chen, Host of Family Business Radio In a commentary from a recent Family Business Radio episode, host Anthony Chen makes the point that your children’s passion may lead them into non-traditional paths besides college, and discusses how to adjust your financial planning to reflect your child’s plans. Anthony’s […]

Who's your ideal client and what's the biggest challenge they face?What are the common mistakes people make when trying to solve that problem?What is one valuable free action that our audience can implement that will help with that issue?What is one valuable free resource that you can direct people to that will help with that issue?What's the one question I should have asked you that would be of great value to our audience?When was the last time you experienced Goosebumps with your family and why?Conversational IntelligenceGet in touch with Michael:  Website, YouTube, LinkedInLearn more about how Uwe helps in-demand professionals and their VIPs to get back their family mojo, double their financial security, and live in abundance in all areas of their life (without feeling guilty or constantly questioning themselves): Visit www.uwedockhorn.com. Or when you feel you'd be interested in working together you can Book A Chat With Uwe

There has been a lot of information over the past few weeks about volatility in the markets and how political figures have been addressing economic issues.  In this episode, Brad breaks down the data points you will not hear in the mainstream media and suggests strategies to help keep you disciplined as it relates to your money and investing. Listen now.  Show Highlights Include: You Lose, I Win! (2:02)  Hurricane On The way? (6:12)  Breaking Down The Employment Report.  (8:20)  Who Takes The Credit? (12:24)  High Risk, High Reward. (19:16) The Short Answer Is YES. (22:42) To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK' and we'll reach out to you. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

You will never have as great of a potential impact on someone else's life as you will when you are a people leader. The reason for this is that as a people leader, you have the ability to positively OR negatively influence the lives of the people that work for you. The key thing is that it is a choice. In this episode of the B2B Leadership podcast, best-selling author and leadership coach Nils Vinje speaks with Sloane Kolt, Director of Customer Success at DataRails to discuss this and much, much, more… Podcast highlights: 0:26 - Sloane's background - Sloane explains her role at DataRails and what FP&A entails. 3:02 - Empowering finance functions - How does DataRails provide strategic guidance to customers? 8:15 - The spectrum of preparedness - Sloane has seen both good and bad examples of how finance should be done. 9:47 - Finance in modern times - What's the end goal for more modern finance companies to position their initiatives? 14:24 - Single most important piece of advice - What advice would Sloane give to make financing as big a win as possible for everybody involved? 16:24 - First leadership position - Sloane considers her journey to be a very strange one. 20:22 - Random areas of experience - How do unexpected experiences translate into Sloane's leadership today? 27:27 - Impactful leadership - Do you want to instill them with fear or with deep gratitude? 35:28 - Bored with work - There are better options than just sticking it out. 39:03 - Sloane's advice to herself - What advice would Sloane give her younger self? Connect with Sloane Kolt: https://www.linkedin.com/in/sloanekolt/ Learn more about DataRails at https://www.datarails.com/ Learn more about your own leadership style at: https://www.30dayleadership.com/ This episode is brought to you by the B2B Leaders Academy The cost of not consistently developing your leadership skills is enormous. At the B2B Leaders Academy you can gain access to monthly leadership training and live coaching. Being a great leader isn't hard, you just need a guide and the right set of tools. Head on over to b2bleadersacademy.com and become the leader you have always wanted to be.

What would happen to your family if you or another primary income earner suddenly became disabled and couldn't work for an extended period of time? What if they died and their income disappeared forever? Many families would have a hard time paying the mortgage, the property taxes, tuition, and many other expenses involved in a family's daily life. And believe it or not, the majority of families don't have an adequate plan to cover all those expenses. In this episode, Kirsten Howe speaks with independent insurance specialist Todd Wellnitz about different types of insurance that he refers to as “lifestyle insurance.” He'll share some general rules and stories to educate us about this critical aspect of financial and estate planning. Don't be caught off guard in the case of disability. This podcast will ensure you're prepared for a loss of income in an unexpected situation. Todd believes people's lifestyles are very personal to them and he wants to make sure that his clients keep that lifestyle protected, in case life shows up in those not so happy and unexpected ways. Todd recommends using insurance tools such as disability insurance, life insurance, long-term care insurance, and some income annuities as stabilization strategies for his clients' financial future, so they can sleep better at night. As a fully independent broker, Todd's company Wellguard Insurance & Financial, has no obligation to sell any insurance company's product. This means he doesn't have a quota to provide a certain number of policies to his clients. For consumers, Todd's job is to make his clients look as attractive to the right insurance company as possible so he can get more money for their family from the big insurance companies. Another advantage to Todd's business is that he can pick and choose from a variety of insurance companies to source the best protection for a particular situation. Some of the topics covered in this podcast include: The types of insurance that can be used to help generate income if a person becomes disabled The amount of lifestyle insurance you'll need to secure based on your income in order to protect your lifestyle Believe it or not. You could be the beneficiary of your own life insurance policy How to convert a term life insurance into a permanent policy without reapplying based on health Using income annuities to help pay for long-term care Why it's beneficial to work with an independent insurance agent What you can do if you can't secure insurance coverage based on your health And more. If you haven't thought much about how you'd protect your family's lifestyle if the primary earner was to become disabled and you want to learn how to do it, this is the episode for you.

Rate & review the Simply Financial Podcast on ITunesWith Special Guest: Dr. Marcia LaReau, PhDFounder & President of Forward Motion Careershttps://forwardmotioncareers.com

Jamie Lima joins Tiffany this week to share his knowledge on all things wealth management, covering everything from estate planning, retirement and tax management. About Our Guest Jamie Lima is the President of Woodson Wealth Management. Jamie's career began with Morgan Stanley in 2006. He later joined Fidelity Investments in 2011, where he managed a $1 billion in assets of high-net worth families and businesses. During his tenure with Fidelity, he also spent several years coaching and training fellow associates nationally with a focus on the southern California region. To that end, he brings over 20 years of financial education and hands-on experience in the Financial Services industry. Jamie holds an MBA from National University in San Diego and has been a CERTIFIED FINANCIAL PLANNER™ for nearly a decade. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces fit' for them. “The Financial Planning process can seem like an overwhelming exercise, but it doesn't have to be. My job is to ensure that my team and I are with our clients every step of the way. Our job is done when clients can easily understand and, more important, are able to explain their plan(s) to their loved ones. The pinnacle for me is creating a cohesive (and executable) plan, which every important stakeholder can follow and implement.” Outside of work, Jamie and his wife, Dawn, spend a lot of time in their Jeep off-roading, working around their farm in Ramona, CA and trying to keep up with their 5 (yes, 5!) kids. Connect with Jamie Instagram: https://www.instagram.com/jamiemlima/ Twitter: https://twitter.com/JamieMLima Facebook: https://www.facebook.com/Woodsonwm Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant

Jennifer Murray is the owner and founder of Stonebridge Financial Advisors, an independent RIA based out of New Jersey that oversees $100 million of assets under management for 50 families. After experiencing the personal tragedy of losing her husband to cancer, Jennifer built a practice that specializes in recent widows, intentionally working with a limited number of clients to provide a more intimate service.  Listen in as she shares how losing her husband prompted her to focus on providing financial advice for newly-single women, as well as how she used referrals, seminars, bereavement groups, and local hospital foundations to gain clients in the early years. You'll learn what gave Jennifer the confidence to launch her own RIA, how she handles prospects that she doesn't have the capacity to serve, and why she sees fulfillment as a financial advisor as being a combination of serving clients well and being valued by them (and paid accordingly). For show notes and more visit: https://www.kitces.com/287

We work with hundreds of ER Docs across the country all with different ages, personalities, beliefs, socio-economic backgrounds and even career paths within EM. It's really a melting pot of people. But despite these differences, we have identified five financial personality types, we feel, encapsulate the majority of our clients.  Our goal for this wasn't to put people in a box or make anyone feel judged; rather, it was to help ER Docs identify their financial strengths so they can feel great about those while also identifying their weaknesses to promote positive change if it's desired. Where does your relationship with money put you on our list?

If you are listening to this podcast… I know one thing about you already. You care. You care A LOT. You want your business to be successful and you want to have a practice that delivers the highest quality financial planning you are capable of and a business that prospects FLOCK to. And today, I am going to give you a tool that gives you the inside track on how to build, not just a good business, but an excellent one. We're going to discuss EXACTLY what it takes to dial in your business to be an IDEAL business for your ideal clients. A business that clients are loyal too. And of course, running a business is like baking a cake… there are a lot of ingredients in different amounts to come up with the perfect end product… so today is just one ingredient in the recipe. BUT a big one. Consider today like the baking powder of the recipe… if you don't do this… your cake – your business – will fall flat and not rise the way you want to… even if you get everything else right!!!In today's episode we get into:What does it mean to co-create your planning process?What is REAL feedback?How do we get it?What do we do with this?What don't we do with it?And how do we use it to go from good,  to great, to excellent!---------------------------------------------Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Most people think financial advice is beyond their price range this isn't always true many businesses provide financial advice at affordable rates and even have free first time discussions to talk about whether or not it is viable for you.

Who's your ideal client and what's the biggest challenge they face?What are the common mistakes people make when trying to solve that problem?What is one valuable free action that our audience can implement that will help with that issue?What is one valuable free resource that you can direct people to that will help with that issue?What's the one question I should have asked you that would be of great value to our audience?When was the last time you experienced Goosebumps with your family and why?Four Interpersonal Motivators: Reduce Threat and Support Your Team in Turbulent TimesGet in touch with Patty:  Website, Podcast, LinkedInLearn more about how Uwe helps in-demand professionals and their VIPs to get back their family mojo, double their financial security, and live in abundance in all areas of their life (without feeling guilty or constantly questioning themselves): Visit www.uwedockhorn.com. Or when you feel you'd be interested in working together you can Book A Chat With Uwe

90. Jan Siegmund - Lead with Authenticity “The biggest impact in any organization for your wellbeing is your direct supervisor…a CEO or CFO talking nice words about inclusion are not as meaningful if they don't translate in day-to-day life.” Guest Info: Jan Siegmund is Cognizant's Chief Financial Officer. In this role, he leads the company's worldwide Financial Planning and Analysis, Accounting and Controllership, Tax, Treasury and Internal Audit functions. He also oversees Corporate Development, Investor Relations and Enterprise Risk Management. Prior to joining Cognizant in September 2020, Jan served for seven years as Corporate Vice President and Chief Financial Officer of Automatic Data Processing (ADP), a $14-billion global human capital management technology and service provider. Earlier in his two-decade tenure with ADP, he held the roles of President, Added Value Services Division, developing and executing the company's growth strategy, and Chief Strategy Officer, with responsibility for corporate strategy, M&A, government affairs, and product management and marketing. He began his career at McKinsey & Company. Jan is a member of the Board of Directors of The Western Union Company, where he is Chair of the Audit Committee and a member of the Compliance Committee. He holds a master's degree in Industrial Engineering from Technical University Karlsruhe, Germany, a master's degree in Economics from the University of California, Santa Barbara and a doctorate in Economics from Technical University of Dresden, Germany. Favorite Quote: “The important thing in life is not perfection – the important thing is bending the curve towards the better.” R.O.G. Takeaway Tips: Actions we can take as a person:: Clarify answers to these deep questions:What is my authentic voice?  What is my V.I.B.E.? Values, Interests, Beliefs and Energy Sources.  What makes me unique? As a leader: If you are not a member of the LGBTQIA'+  community, and not aware of the realities and truths of associates who are, do your work. Learn. Understand. Glaad: The Value of LGBT in the Workplace SHRM: Ensuring Workplace Inclusion for LGBTQ Employees Out & Equal: 20 Steps to an Out & Equal Workplace  If you are aware and understand, be intentional about signaling your allyship and help others. Perhaps, you don't celebrate Pride month. Be respectful of those who do.  Listen to Episode 86 with H Walker for more. Resources: Jan Siegmund | I AM | Diversity in Leadership | Cognizant Cognizant — Diversity and Inclusion This is what Jan mentions at the end of the interview. The details are shared on our YouTube Channel.  Cognizant Earns Perfect Score in Human Rights Campaign Foundation's 2022 Corporate Equality Index Cognizant on LinkedIn: Driving Forward Diversity, Inclusion, and LGBTQ+ Allyship Coming Next: We are taking our summer break. We will return with episode 91 on August 30.  In the meantime, enjoy past episodes and have a healthy and enjoyable summer. Episode 91 will air on August 30th, with a recap of the first half of 2022 and highlights for the second half. Enjoy the summer! Credits: Jan Siegmund, Sheep Jam Productions, Host Shannon Cassidy, Bridge Between, Inc.

In this week's Money News in human words, I talked about the massive decline in the budget deficit over the last three months and the huge turnaround in the Australian economy that flowed to the government's coffers through tax rates which set us up for a good 2023 financial year. Also, I talked about the housing market forecast collapse, why some of those calls might be premature the fact that 40% of Aussies have fixed mortgage interest rates which are about to get a significant tick up over the next twelve months, the ATO hit list the areas that they will be cracking down for tax returns at this year's end of the financial year and the things you need to look out for so you can stay on the right side of the rules.   Want to keep making the right money moves with complete confidence? Upcoming online events: https://www.eventbrite.com.au/organizations/events   Book an Intro Call now to talk more about how  Pivot can help you: http://bit.ly/pivotmoneychat   Free download of my Amazon best-selling book ‘Get Unstuck': https://bit.ly/PivotGUSPod   Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog

In this fifth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim discusses the importance of keeping an open mind when it comes to gifting when it comes to your retirement and estate planning. Go to https://paytaxeslater.com/webinars  to register for Jim's upcoming July 2022 virtual event series 'How IRA and Retirement Plan Owners Should Respond to High Inflation While the Market is Down' being held Tuesday, July 19th and Wednesday, July 20th beginning at 10 am Eastern both days. Follow the link above to register for one, or all four webinars! If you're interested in discussions on investments, register for the Q&A session featuring Larry Swedroe of Buckingham Strategic Wealth being held Wednesday, July 20th beginning at 1 pm Eastern!

#moneytalks #financialwisdom For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127

Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what kinds of communication methods help, and what you can do to ensure clients are better prepared to take advantage of Roth conversions. You can find show notes and more information by clicking here: https://bit.ly/3b5ZCyp

Today, Candice welcomes Christian Bishop to talk all about how he followed his passion for money into financial services! -    -    -    -    - Like what you hear? Make sure to share with your colleagues and loved ones, and rate and review us on iTunes! Show Notes: 0:33 - Christian tells us about himself, his business, and how he get started 2:00 - Top tips for entrepreneurial financial planning 11:34 - Tips around taxes 16:38 - Christian tells us about his book 20:04 - Tips for people who are thinking about selling their business in the future 31:00 - The muddiness of family (sometimes) 33:10 - Tips for retirement confidence 40:10 - On spending in the first 10 years of retirement - and planning what to do in retirement 44:36 - What is next for Christian

I've worked in financial planning, investment management, and portfolio design for the past 15 years. Most of those years were spent as a Financial Consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM's of assets under administration and have fortune 500 CEO's, CFO's and CIO's as clients, as well as a few professional athletes. My entire life has revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”

It can be tiresome and overwhelming to constantly explain the intricacies of money to your children. Even if you're a seasoned parent, you might still be unsure of how to talk to your kids about finances. But don't worry—there's no right or wrong way to approach the issue. Join me as I share some tips that will help you be better prepared to help your children become financially capable adults. And for some links that will give you even more information, visit the blog at maryannjohnsoncoach.com There are a lot of great links in the body of the article. : ) 

Your 40s may be the busiest decade of your life, filled with many financial decisions that can affect you and your family for years to come. While time is still on your side before retirement, but not for long, your financial life needs to be a priority. What are the major financial decisions you will make in your 40s? We're helping you navigate those in this episode of the Wise Money Show. Season 7 Episode 44 Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.   Find more information about the Wise Money Show™ at www.wisemoneyshow.com  Be sure to stay up to date by following us!  Facebook - https://www.facebook.com/WiseMoneyShow  Twitter - https://twitter.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/  Want more Wise Money™?  Read our blog! https://www.korhorn.com/wise-money-blog  Watch the guys in the studio: https://youtu.be/dwC_JBVt4ec  Subscribe on YouTube: http://www.youtube.com/c/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.

Listen to the latest episode of New Focus On Wealth as Chad breaks down the tests you should take to prepare for a happy retirement. Chad dives into various aspects of retirement planning from the linear cash flow model to planning for long-term health care costs. Feeling a little unsure about the state of your current retirement planning? Listen now as Chad identifies the 7 tests you can use to identify weaknesses in your current planning. 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

We've all heard of Empty Nest and for some, even held some anxiety about what it may entail. Unknowns can feel uncomfortable. In this Aging GreatFULLy power-hour of enlightYOUment, we discover the beauty of filling life and that nest with bounteous dreams and perhaps even lining your pockets. We welcome author Matt Meline Sr., CFP®, Founder and CEO of PrairieFire Wealth Planning, who joins us to share not only his 30 years' experience in the financial services field, but also how he's helped thousands of people focus on their dreams and values and how he faced his own Empty Nest journey. It was after experiencing that, he decided to write a book to help prepare others for the emotional and financial experiences ahead. He understood that empty nest was a life cross road and he wanted to be a symbolic flag holder, showing others which roads to take, sharing a road map and guide book as they navigated the journey ahead. He takes them on a fun road trip rich with tips, wisdom, and experience from one whose been there and done that – bumper sticker and all to prove it – on the back of the minivan – he's putting up for sale. Yes, he even discusses that!Aging Rebels will so enjoy this candid convo as Matt sheds light on myth busting, FOMO, the emotional side of having university-bound kids and how to deal with what you're feeling all the while. From downsizing to feeling crushed in between that sandwich generation, we cover it all! It's an authentic dialogue with great advice that every parent can benefit from and our time together is a reflection of what is found between the pages of his book, Empty Nest Full Pockets.In addition to helping people achieve their financial goals and dreams, Matt Meline Sr., CFP® founded PrairieFire in 2019 during his own empty nester journey. Inspired by the idea of a Prairie Fire sparking new growth by clearing remnants of the past, Matt's approach helps families strip away old financial beliefs and preconceptions they've built up over time so they can focus on the goals that matter most with a clear, renewed sense of purpose. Matt believes in a life founded on passion, purpose and dreams and even talks about the importance of a having “fun jar!” To learn more about him, his work, or purchase his book, Empty Nest Full Pockets, also available at your favorite book retailers, visit him at www.prairiefirewealth.com. Thank you, amazing Aging Rebels, for listening to the Aging GreatFULLy show! We are proud to be the Listener's Show and create this show for YOU! If you enjoy this episode, please share it with your friends and family and leave us a positive show review on your favorite platform! We are grateful and love spotlighting listener reviews on air who do! To listen, stream, connect, share, download, subscribe, visit our host page at or https://www.spreaker.com/show/aging-greatfully-with-gerontologist-holl OR find more ways to listen, audio content & access our line of exclusive #AgingRebels™ Merch at: https://www.latterlifeplanninginstitute.com/aging-greatfully-radio-show.html or you can always connect with host Holley Kelley at: www.HolleyKelley.com. Always remember, you rock and you ROLE model!

(6/24/22) Washington Word Salad & Transitioning: Gasoline Prices, markets' anemic rally; that is the Bond market saying? What in the world is the Fed trying to do? What will markets do without "Fed Juice?" Is a Roth conversion really in your best interests? Depends on what your tax status will be. Janet Yellen's transformative weekend greeting; Secure Act 2.0 gets another iteration; financial literacy and the hierarchy of savings. SEG-1: What the Hell is the Fed Doing? SEG-2: The Cleansing of Recession; should Cryptocurrency be Regulated? SEG-3: Roth Redo & Calculating All the Variables SEG-4: Yellen's back; Secure Act 2.0 & Financial Literacy RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=0S4ifVF9OSo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2660s -------- Our Latest "Three Minutes on Markets & Money: Have Markets Priced-in Recession?" is here: https://www.youtube.com/watch?v=3oh5QfrxQuc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Fighting Elizabeth Warren," is here: https://www.youtube.com/watch?v=fhjGYdhEm9U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2590s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #Jerome Powell #FederalReserve #ElizabethWarren #Recession #JanetYellen #Taxes #SecureAtct2_0 #Markets #Money #Investing

(6/24/22) Washington Word Salad & Transitioning: Gasoline Prices, markets' anemic rally; that is the Bond market saying? What in the world is the Fed trying to do? What will markets do without "Fed Juice?" Is a Roth conversion really in your best interests? Depends on what your tax status will be. Janet Yellen's transformative weekend greeting; Secure Act 2.0 gets another iteration; financial literacy and the hierarchy of savings. SEG-1: What the Hell is the Fed Doing? SEG-2: The Cleansing of Recession; should Cryptocurrency be Regulated? SEG-3: Roth Redo & Calculating All the Variables SEG-4: Yellen's back; Secure Act 2.0 & Financial Literacy RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=0S4ifVF9OSo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2660s -------- Our Latest "Three Minutes on Markets & Money: Have Markets Priced-in Recession?" is here: https://www.youtube.com/watch?v=3oh5QfrxQuc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Fighting Elizabeth Warren," is here: https://www.youtube.com/watch?v=fhjGYdhEm9U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2590s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #Jerome Powell #FederalReserve #ElizabethWarren #Recession #JanetYellen #Taxes #SecureAtct2_0 #Markets #Money #Investing

The recent 2021 Social Security Trustees report finds that in 2034, retirees will start receiving a reduced benefit (78%) if Congress doesn't fix funding issues for the social program.  That sound scary and urgent.  What then?  In this episode, Caroline and Tim discussed the following questions: What do we think Social Security will look like in the future?  At what age or milestone in life should one take Social Security?  What does that conversation look like?  What are some reasons to take it earlier vs. later?  How does that impact your investment?  Can one take it while still working?  How is the benefit calculated?  Taking Social Security is not just what makes sense mathematically, but also in terms of lifestyle.  Like Tim said, the value of happiness matters just as much as the value of dollars!

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

Ryan H. Law shares two short posts about how naps can make you a better advisor and how to produce creativity and energy Episode 632: How Naps Can Make You a Better Advisor AND A Simple Practice to Increase Productivity and Energy by Ryan H. Law Ryan's goal is to teach financial planners, coaches, and counselors how to use simple, evidence-based action steps to provide outstanding client care.  He received his bachelor's degree from Utah State University in Family Finance. After he graduated he worked in the financial planning field for several years then decided to return to school.  He received his master's degree in Personal Financial Planning from Texas Tech University.  He is a Certified Financial Planner and an Accredited Financial Counselor He currently teaches at Utah Valley University in the Financial Planning program where he teaches financial counseling courses and runs their on-campus Money Management Resource Center.  He serves on the AFCPE (Association for Financial Counseling and Planning Education) Board of Directors where he has served as Treasurer and President.  The original posts can be found here: https://ryanhlaw.com/naps/ & https://ryanhlaw.com/standing-desk/   Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices