Podcasts about financial advice

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:

In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights from a conversation with Trey Wingo about success and financial management. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What do baby watch and retirement planning have in common? Both come with nerves—and the need for a solid plan. In this episode, Frank and Frankie Guida dive into the emotional and financial uncertainties that come with approaching retirement. They break down how rising interest rates, market volatility, and outdated portfolio strategies can put your savings at risk. You’ll hear real-life examples of how adjusting risk tolerance and rebalancing investments can protect your future without sacrificing returns. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTubeSee omnystudio.com/listener for privacy information.

This week on The Art of Money, Art McPherson discusses various aspects of retirement planning, including the importance of understanding personal financial needs, the role of small businesses in the economy, and the impact of market volatility on investment strategies. He also addresses concerns regarding social security and the necessity of legacy planning to ensure a smooth transition of assets. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

The following article of the Finance & Fintech industry is: “Making a Choice on Financial Advice: Selecting Your Adviser” by  Luis Felipe Madrigal Mier y Terán, Director GBM Advisors, GBM.

If you'd like to discuss your finances with a professional, you can connect with Anick here: https://www.viderefinancial.com/contact———————————————————————You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————Your financial future deserves more than a menu of investment products. But how can you tell whether the advice you are receiving is truly in your best interest or just a surface-level recommendation?In this episode, Certified Financial Planner Anick Sharma unpacks the confusing world of financial advice, explaining the real difference between financial advisors, wealth managers, and financial planners. While Independent Financial Advisors (IFAs) offer a broader range of products across the market, many others operate under restrictions, recommending only from a limited panel, often at higher cost and with narrower relevance.We discuss why wealth management typically focuses on investment portfolios alone, often overlooking key life goals and broader financial context. In contrast, true financial planning takes a holistic approach, mapping out a clear route from where you are now to where you want to be and ensuring your money supports what matters most in life.Anick also highlights one of the most dangerous misconceptions: that “low-risk” portfolios are always the safest choice. In fact, if they fail to outpace inflation, they may quietly erode your financial future. As Anick puts it, “There's no point going to the grave with a great big stack of money. You're just going to make the kids rich, not necessarily yourself fulfilled.”So how can you tell if your adviser is offering genuine financial planning or simply selling a product? Ask the right questions, like “When can I retire?” and “What assumptions are you using to get there?” and see if they can answer with evidence and clarity, not just jargon.Whether you are at the beginning of your financial journey or planning your exit strategy, this episode will help you ask better questions, demand better answers, and take more confident control of your financial future.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Kevin Brucher discusses the critical balance between saving and investing for retirement. He emphasizes the importance of having an emergency fund, understanding sequence risk, and the role of guaranteed income in retirement planning. The conversation also delves into the evaluation of annuities and investment strategies, providing insights on how to navigate the complexities of financial planning for a secure retirement. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

Shakur Stevenson Talks Tank Davis, Turning Down $15M, J Prince's Financial Advice + MoreSee omnystudio.com/listener for privacy information.

From Critical Illness to £60M Practice: Russell Cook's Story of Resilience, Mindset and Career Growth at Foster DenovoIn this special partnership episode of the Financial Planner Life podcast with Foster Denovo, we speak with Russell Cook — a senior partner, self-employed financial planner, and two-time survivor of life-threatening illness.Russell shares how he built a thriving £60 million practice advising 120 clients, despite facing a rare blood cancer diagnosis and later, a brain tumour. His story is a powerful reminder that success in financial planning is as much about mindset and support as it is about knowledge and advice.We cover: ✅ His seven-and-a-half-month hospital stay battling cancer ✅ How a critical illness policy helped him and his family stay afloat ✅ The power of team support under the Foster Denovo partner model ✅ Running multiple marathons post-recovery and raising £28,000 for charity ✅ Preparing for retirement while ensuring continuity and client care ✅ The role of Foster Denovo in his success and succession planning.             This episode is about resilience, gratitude and the value of doing work that truly matters. If you're a self-employed financial planner or considering a career at Foster Denovo, don't miss it.

This episode provides an overview of significant changes to tax laws announced on July 4th, 2025. Key points include the permanency of temporary tax laws from 2018, slight increases in standard deductions, and significant increases in the state and local tax (SALT) cap from $10,000 to $40,000. Additional updates include adjustments to charitable contribution deductions, new senior tax deductions, auto loan interest tax deductions, and child tax credits. Other notable changes include the expiration dates for electric vehicle and home energy efficiency tax credits, as well as the introduction of new investment accounts for newborns. 

SummaryIn this episode, we meet with Ray Prospero, a partner and fiduciary financial advisor at Advice Period. Ray shares his journey from practicing law to wealth management, discussing the challenges he faced, including personal struggles and the impact of his legal background on his current role. He emphasizes the importance of being a fiduciary, putting clients' interests first, and offers practical financial advice for everyday people. Ray also shares his passion for BJJ, the therapeutic benefits, and his experiences in competitions. Additionally, they discuss the evolving landscape of jiu-jitsu and its growing popularity, as well as Ray's commitment to community service and personal growth.You can learn more about Ray → linktr.ee/rayprospero Chapters00:00 Introduction to Ray Prospero and His Journey02:05 Transition from Law into Wealth Management09:05 The Impact of Personal Struggles on Career Choices11:52 Building a Career at Merrill Lynch15:59 Joining Advice Period and Its Culture16:58 Day-to-Day Life as a Wealth Manager18:50 Understanding Fiduciary Standards22:49 Financial Advice for Everyday People24:38 The Influence of Dave Ramsey's Principles26:30 Becoming an Elder at Crossroads Christian Church29:49 Reflections on Life's Journey and Faith34:12 The Role of AI in Financial Services41:47 Tailoring Financial Portfolios44:36 Exploring Cryptocurrency and Bitcoin52:03 The Journey into Jiu-Jitsu01:00:17 Experiences in Competition01:10:10 The Future of Jiu-Jitsu and EntertainmentDr. Archie's Groundwork Chiropractic is officially open and servicing clients. Book your next appointment using the links below!IG: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@groundworkchiropractic⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠W: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.groundworkchiropractic.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The BizJitsu Podcast is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Union Staffing Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a full-service boutique recruitment firm that unites great companies with high-performing sales, marketing, and operational talent. Follow us on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@BizJitsu_Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@vincepacleb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@archie_d⁠ane⁠⁠⁠⁠KeywordsRay Prospero, wealth management, fiduciary advisor, financial advice, personal growth, jiu-jitsu, Dave Ramsey, financial planning, life lessons, community service

Roger and Elias discuss a recent study that shows Americans are saving almost what they should be, how millennials and gen z are saving for retirement differently than their elders, and what value a financial advisor can provide in helping you identify what you don't see.  Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.  Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.  Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.  All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. Premier Investments & Wealth Management and LPL Financial do not provide specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

On Wednesday's Morning Focus, Alan Morrissey was joined by Tommy Corbett from Carey Corbett Financial Solutions. This week, Tommy joined Alan for a Mid-Year Economic Review & Markets Update.

Stephen Grootes speaks to Fränzo Friedrich, Chief Marketing Officer at Momentum Investments, about the importance of personalized financial guidance, highlighting that what works for one person may not work for another, and how Momentum's approach focuses on providing context-specific advice tailored to individual circumstances. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

In this episode of The ifa Show, host Keith Ford is joined by Corey Wastle, CEO of Verse Wealth, to take a deep dive into strategies for attracting and retaining top talent in financial advice, particularly given the shrinking talent pool. Wastle emphasises the importance of becoming a “destination workplace” where the best people want to work – which requires cultivating a strong culture, focusing on employee autonomy and growth, and being transparent throughout the hiring and employment process. Listen as they discuss: The value of implementing tools like cultural interviews, psychometric testing, and knowledge assessments in the hiring process. The importance of supporting career progression and development for all team members. Why advice firms shouldn't consider remuneration a taboo topic. What to expect from trends within the advice sector, such as firm consolidation and equity partnerships.

On this episode of Your Retirement Radio Podcast, Kevin discusses the implications of potential tax changes on Social Security, the resilience of the economy amidst market volatility, and the importance of understanding investment risks in retirement. The conversation also covers the transition from traditional pensions to 401(k) plans and emphasizes the need for a sustainable retirement income strategy. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

What do dream vacations and retirement have in common? Both can be derailed by one unexpected misstep. In this episode, Frankie Guida explores how a single overlooked detail—like skipping tax planning—can cost retirees millions. From forgotten driver’s licenses in Naples to real-life client stories, he unpacks the importance of having a solid financial strategy. Tune in for practical insights on how to avoid the “one thing” that could ruin your retirement. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

The Moneywise Radio Show and Podcast Thursday, July 3rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: Wendy & Casey, Wounded Heroes Fund website: https://thewoundedheroesfund.com/ facebook: Wounded_Heroes_Fuind Instagram: WoundedHeroesFund  

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3202: Planning a memorable wedding on a modest budget is possible, and Jen Hayes shares practical strategies to make it happen. From choosing buffets or lunch receptions to skipping costly champagne pours and considering limited host bars, these tips can help you cut thousands from your food and alcohol costs while still hosting a celebration your guests will enjoy. Read along with the original article(s) here: https://www.jenhayes.me//frugal-wedding-7-ways-save-food-alcohol/ Quotes to ponder: "Buffets are typically less expensive, and they allow guests to take as much food (or as little) as they would like." "When we realized a champagne pour was not included in our wedding package and would've been an additional $700 (at least), we decided to skip it." "You can host the bar for a certain amount of time (for example, for the first hour or two of the reception) or up to a certain dollar amount." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3202: Planning a memorable wedding on a modest budget is possible, and Jen Hayes shares practical strategies to make it happen. From choosing buffets or lunch receptions to skipping costly champagne pours and considering limited host bars, these tips can help you cut thousands from your food and alcohol costs while still hosting a celebration your guests will enjoy. Read along with the original article(s) here: https://www.jenhayes.me//frugal-wedding-7-ways-save-food-alcohol/ Quotes to ponder: "Buffets are typically less expensive, and they allow guests to take as much food (or as little) as they would like." "When we realized a champagne pour was not included in our wedding package and would've been an additional $700 (at least), we decided to skip it." "You can host the bar for a certain amount of time (for example, for the first hour or two of the reception) or up to a certain dollar amount." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3202: Planning a memorable wedding on a modest budget is possible, and Jen Hayes shares practical strategies to make it happen. From choosing buffets or lunch receptions to skipping costly champagne pours and considering limited host bars, these tips can help you cut thousands from your food and alcohol costs while still hosting a celebration your guests will enjoy. Read along with the original article(s) here: https://www.jenhayes.me//frugal-wedding-7-ways-save-food-alcohol/ Quotes to ponder: "Buffets are typically less expensive, and they allow guests to take as much food (or as little) as they would like." "When we realized a champagne pour was not included in our wedding package and would've been an additional $700 (at least), we decided to skip it." "You can host the bar for a certain amount of time (for example, for the first hour or two of the reception) or up to a certain dollar amount." Learn more about your ad choices. Visit megaphone.fm/adchoices

Charisse and her daughter Ella have fun with Dog Bite Awareness month. How big and bad is the dog after your retirement money? Like this episode? Hit that Follow button and never miss an episode!

In this episode of In a World With Real Media, host Brad Burrow sits down with Marc Shaffer, CFP® and partner at Searcy Financial, for an inspiring conversation about career growth, community engagement, and the power of giving back. Learn how Marc's journey from K-State to becoming a leader in financial planning was shaped by his passion for helping others find success and security. From his involvement in nonprofits like Growing Futures Early Education Center and Wabash Cannon Ball to embracing the future of financial planning with AI, Marc shares insights on building meaningful relationships, surviving economic challenges, and creating a legacy of impact. Whether you're looking for financial advice, career inspiration, or ways to make a difference, this episode is packed with wisdom and heart.

Sarah Halpern President and CEO of the Business Consortium Fund (BCF) and Triad Investments. Here's a summary of the key points discussed:

Sarah Halpern President and CEO of the Business Consortium Fund (BCF) and Triad Investments. Here's a summary of the key points discussed:

Sarah Halpern President and CEO of the Business Consortium Fund (BCF) and Triad Investments. Here's a summary of the key points discussed:

In this conversation, Dylan Silver interviews Daniel Paloscio, founder of SEP Capital, who shares his journey from being a bartender to a successful real estate investor and hard money lender. Daniel discusses his experiences in various real estate sectors, including fix and flips, wholesaling, and short-term rentals. He emphasizes the importance of understanding market dynamics, the risks associated with hard money lending, and the significance of building strong relationships with investors. The conversation also touches on the collaborative nature of advising borrowers and the synergy between wholesaling and lending. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this engaging conversation, Stephen Schmidt interviews Keith Lorigan, a seasoned mortgage broker, about the intricacies of lending for real estate investors. They discuss Keith's journey into the mortgage business, the importance of understanding the mortgage landscape, and the caution needed when considering refinancing. Keith shares insights into the history of 30-year mortgages, alternative loan products, and the debate between renting and owning property. The discussion also highlights the power of compounding interest and the long-term benefits of holding real estate investments. Keith emphasizes the importance of making informed financial decisions and encourages listeners to explore real estate as a viable investment option. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What happens when the CEO of South Africa's Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded episode, Adam and Derek sit down with Lelané Bezuidenhout to unpack why South Africa might just be leapfrogging the U.S. in the evolution of financial advice.From artist to industry leader, Lelané shares a fresh, no-nonsense take on why financial advice must stop being about pushing products and start being a lifelong partnership rooted in purpose, transparency, and empathy. Think "tour guide," not "trinket peddler."Whether you're an advisor ready to ditch the sales-first mentality or just curious about how values-driven advice can shake up a whole profession, this episode is a wake-up call from the other side of the world — and yes, it includes Ubuntu.Connect With Lelané Bezuidenhout:LinkedIn: Lelané BezuidenhoutCheck out the FPI websiteConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:LinkedIn: Derek NotmanTwitter: Derek NotmanCouplr AI Hosted on Acast. See acast.com/privacy for more information.

- Enoch AI Announcement and Special Reports (0:10) - July 4 Predictions and Dr. David Martin's Warning (3:45) - July 5 Prophecy and Japanese Manga Artist (21:04) - Preparation and Precautions for July 4 and 5 (33:21) - Introduction to Enoch AI and Its Capabilities (43:58) - Technical Details and Training Methods (53:38) - Philosophy and Future Plans for Enoch (1:10:19) - Final Thoughts and Encouragement (1:22:28) - Agentic AI and Enoch Engine Introduction (1:22:47) - Health Ranger Ranch and Figs (1:27:50) - Interview with Gerald Celente on Decentralized TV (1:31:13) - Financial Decentralization and Cryptocurrency (1:46:37) - Geopolitical Tensions and War (2:03:25) - Israel and Iran Conflict (2:16:24) - Economic and Financial Strategies (2:22:55) - Unincorporated Nonprofit Associations (UNAs) (2:34:39) - Trends Journal and Financial Advice (2:42:54) - After Party Discussion and Final Thoughts (2:45:17) - Promotion of "Breaking the Chains" Program (2:45:54) - Advantages of Privacy Cryptocurrencies (2:50:38) - Operational Privacy and Ethical Use of Crypto (2:54:07) - Centralized Systems and Alternative Investments (2:59:12) - Closing Remarks and Future Plans (3:01:29) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

If you'd like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us.In today's podcast, we delve into the financial implications of buying a home to live in versus renting and investing. The host introduces the concept of the 'wealth elevator' as described in their book, which categorizes different financial stages and offers tailored advice. They discuss why individuals in high-priced areas or early stages of wealth building might benefit more from renting and investing in rental properties instead of purchasing a home. Practical insights from personal experience are shared, including saving strategies and the impact of leveraging rental income. The discussion also touches on the pros and cons of homeownership, while advising listeners to consider their individual financial situations before making a decision. Listeners are encouraged to join the Wealth Elevator community for personalized advice and strategies for financial independence.00:00 Introduction to Home Buying Discussion00:06 The Wealth Elevator Concept00:51 Personal Experience with Home Buying01:46 Financial Advice and Wealth Building02:41 When to Buy a House04:03 Renting vs. Buying Debate04:48 Investment Strategies and Returns09:33 Flexibility and Mobility Considerations13:56 Disadvantages of Home Ownership15:44 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

Amy hosts your Tuesday Wake Up Call. ABC News national reporter Jim Ryan shares the latest regarding the search for a motive in the Idaho firefighter ambush. Bloomberg's Courtney Donohoe updates us on the latest in business and Wall Street. The show closes with the host of ‘How to Money' Joel Larsgaard talking about the new MVNO cell services, financial advice from TikTok, and MorningStar's list of the best 529 plans for your kids future education.

Amy talks with the host of ‘How to Money' Joel Larsgaard about the new MVNO cell services, financial advice from TikTok, and MorningStar's list of the best 529 plans for your kids future education.

In this episode of Retirement For Living, JoePat Roop discusses the importance of proactive retirement planning, especially during the mid-year mark. He emphasizes the need for timely financial decisions, the significance of understanding retirement income needs, and the role of purpose in retirement. The conversation also covers managing debt, preparing for unexpected expenses, and the overall importance of having a solid financial plan to ensure a secure retirement. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this engaging conversation, Stephen Schmidt interviews Dez Pena, a wealth advisor known as the 'trillionaire woman.' Dez shares her unique journey from healthcare to finance, emphasizing the importance of credit in real estate investing. She discusses transformative client success stories, her vision for a holistic health business, and practical tips for building a strong credit profile. The episode highlights the significance of responsible credit management and the impact it can have on future generations.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Stephen Schmidt interviews Patton Gade, a former military officer turned mortgage expert specializing in VA loans. Patton shares his journey from West Point to the mortgage industry, discussing the challenges and risks he faced along the way. He emphasizes the importance of understanding VA loans and the misconceptions surrounding them, while also reflecting on his experiences in building a successful mortgage business and team. The conversation highlights the significance of mentorship, the value of networking, and the impact of real estate on financial stability for veterans.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Tripp Limehouse and Steve Sedahl discuss common financial mistakes that Baby Boomers make as they approach retirement. They emphasize the importance of understanding Social Security benefits, the underestimated costs of healthcare, and the need for effective risk management strategies. The discussion also highlights the significance of early retirement planning and the potential pitfalls in the first year of retirement. Tripp introduces the Green Line principle as a safe money strategy to help retirees navigate their financial journey successfully. The conversation highlights the significance of personalized financial strategies to ensure a successful retirement. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Does a 1% AUM fee really cost you 25% of your returns? Tim Ulbrich and Tim Baker run the numbers and give you a framework to evaluate the real cost and the real value of financial planning. Episode Summary YFP Co-Founder & CEO, Tim Ulbrich, PharmD, and YFP Co-Founder & COO, Tim Baker, CFP®, RLP®, RICP®, tackle a common concern about working with a financial advisor: Does paying a 1% fee for assets under management (AUM) really eat away a quarter of your investment gains over time? We run the actual numbers using compound interest calculators to see how much a 1% advisory fee could cost over the long term and whether the 25% claim holds true. But this episode isn't just about math. Tim and Tim also zoom out to look at the bigger picture: What's the ROI of the fee you're paying? Because it's not just about investment returns, it's also about the potential behavioral coaching, tax strategies, withdrawal planning, and comprehensive financial guidance that a good advisor brings to the table. Whether you're a die-hard DIY investor, already working with an advisor, or considering working with a financial planner for the first time, this episode will give you a practical framework to evaluate the real cost and real value of financial advice. Mentioned on the Show YFP YouTube Channel YFP 404: 5 Key Questions to Ask Before Hiring a Financial Planner  Vanguard: Putting a value on your value: Quantifying Vanguard Advisor's Alpha® The Investment Funds Institute of Canada. Financial Advice in Canada, November 2022. Kitces Quantifying the Value of Financial Planning Advice Record a Question to be Featured on an Ask YFP Episode Email YFP: info@yourfinancialpharmacist.com

(June 26, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to talk about the housing market softening, the new MVNO cell services springing up, and credit scores tanking due to student loans. In landmark decision, judge rules California FAIR plan's smoke-damage policy is illegal. The host of ‘Later with Mo Kelly' joins Bill to talk about Brad Pitt's new F1 movie set to make over $100MIL this weekend.  

Subscribe to Simplify My Money: https://www.debtfreedad.com/newsletters/simplify-my-moneyIn this episode of the Debt Free Dad podcast, host Chris Hawkins discusses the concept of financial noise and its implications on our personal finances. Drawing a parallel between financial noise and radio static, Chris explains how contradictory financial information from various sources can create confusion and uncertainty. He then explores the rising trend of content creation using AI tools, highlighting the potential dangers of relying on AI-generated financial advice. Chris emphasizes the importance of carefully evaluating the information you consume to ensure it's well-researched and reliable. Support the showThe Totally Awesome Debt Freedom Planner https://www.debtfreedad.com/planner Connect With Brad Website- https://www.debtfreedad.com Facebook - https://www.facebook.com/thedebtfreedad Private Facebook Group - https://www.facebook.com/groups/debtfreedad Instagram - https://www.instagram.com/debtfreedad/ TikTok - https://www.tiktok.com/@debt_free_dad YouTube - https://www.youtube.com/@bradnelson-debtfreedad2751/featured Thanks For Listening Like what you hear? Please, subscribe on the platform you listen to most: Apple Podcasts, iHeartRadio, Spotify, Tune-In, Stitcher, YouTube Music, YouTube We LOVE feedback, and also helps us grow our podcast! Please leave us an honest review in Apple Podcasts, we read every single one. Is there someone that you think would benefit from the Debt Free Dad podcast? Please, share this episode with them on your favorite social network!

Have you ever thought about the moments that help shape your beliefs and emotions? I want to share how being a dad to triplets (plus one!) has completely reshaped how I think about financial planning. From cheering at swim meets to navigating tough parenting moments, I've learned that raising kids isn't so different from guiding families through financial decisions. Both are emotional, both are messy at times, and both require a ton of empathy. I'll share some personal stories that changed how I work with clients — how understanding someone's money story is just as important as crunching the numbers. And how learning to manage expectations (my kids, my clients, and my own) has made me a better advisor — and a dad. One key point I hope you takeaway is that emotional awareness — not just financial knowledge — can help you make better decisions for your family's future. If you've ever felt the weight of trying to do it all — save for college, plan for the future, and still be present with your family — this one's for you. Connect with Paul Contact Paul here or schedule a time to meet with Paul here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn and YouTube. And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.

Host of ‘How to Money' Joel Larsgaard joins the show to talk about the housing market softening, the new MVNO cell services springing up, and credit scores tanking due to student loans.

Get updates for my new book: https://Theperfectportfoliobook.com  In this engaging episode, Barry Ritholtz—author of the influential Big Picture blog, host of the renowned Masters in Business podcast, and author of the new book How Not to Invest—shares invaluable insights into making smarter investment decisions. Barry challenges common financial myths, explores why we're drawn to faulty financial forecasts, and highlights red flags in popular financial advice. Listen now and learn: ► The pitfalls of relying on financial predictions and forecasts. ► How sensational headlines distort investor perceptions ► The importance of humility and skepticism in interpreting advice from financial celebrities and billionaires ► Practical strategies for identifying and mitigating emotional behavioral biases in investing Don't miss Barry's engaging anecdotes and actionable advice designed to help you avoid common investing pitfalls. Detailed show notes and resources are available at www.thelongterminvestor.com. (02:50) Developing an Investment Philosophy (04:40) Why We Gravitate Towards Financial Predictions (10:15) Warning Signs of Harmful Financial Advice (13:00) Interpreting Advice from Billionaires (18:30) The Power of Saying “I Don't Know” (24:45) Inversion as an Investment Strategy (28:50) Practical Ways to Control Emotional Investing (35:40) Denominator Blindness in Investing (41:30) When to Seek Professional Advice Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

Our friend Sean Smith from Denim is back on the show, and today, he shares tons of advice for freight brokers and other industry professionals about what shippers are looking for when choosing freight partners! Tune in to know shippers' sentiments in the current market condition, what brokers should prioritize to enhance service delivery and relationships, the importance of effective billing and clean back office processes, and why financial responsibility is critical to business success!   About Sean Smith Sean Smith, VP of Product at Denim, has spent 10 years building and scaling products in the financial services and logistics industries. While leading Product at Denim, he has pioneered new capabilities for the factoring space including risk automation and pricing.  Sean has also led work on our client dashboard, job management and collaboration that have revolutionized the process and workflow for broker clients looking to save time on back office operations. He excels at combining his passion for technology with the ability to drive impact on a balance sheet.   Connect with Sean Website: https://www.denim.com/  LinkedIn: https://www.linkedin.com/in/smithseanp/  Twitter (X): https://x.com/smithseanp  

Our guest on the podcast today is Eric Simonson. Eric is CEO of Abundo Wealth, an advice-only financial planning firm he founded in 2019. In addition, he heads up the Advice-Only Network, which is a platform dedicated to helping consumers find advice-only financial planners. Before starting Abundo, Eric was a financial advisor and managing director of Ameriprise Financial. He's a certified financial planner and received bachelor's degrees in finance and English from the University of Minnesota. Eric, welcome to The Long View.BackgroundBioAbundo WealthAdvice-Only NetworkPhilosophy, Financial Advice, and FIRE“Our Investment Philosophy,” by Eric Simonson, abundowealth.com, Aug. 2, 2022.“What Is a Flat Fee Financial Advisor?” by Eric Simonson, abundowealth.com, May 8, 2022.“Investments Are a Small Part of Financial Advice,” by Jeremy Zuke, abundowealth.com, Jan. 13, 2025.“When Do You Need a Financial Advisor?” by Lori Bodenhamer, abundowealth.com, June 22, 2022.“What If You Can't Retire Yet?” by Chris Mamula, abundowealth.com, Feb. 26, 2023.“The Value of International Diversification,” by Jeremy Zuke, abundowealth.com, July 7, 2024.“DIY Investing: Managing Your Own Investment Accounts Is Easier Than You Think,” by Lori Bodenhamer, abundowealth.com, July 20, 2022.Travel Hacks“How to Travel and Still Meet Your Financial Goals,” by Eric Simonson, abundowealth.com, Aug. 1, 2022.“How to (Properly) Use Your Credit Card Points When Booking Travel,” by Andrew Dressel, abundowealth.com, Aug. 24, 2022.OtherRightCapital

In this episode of Beyond The Money, Jackie Campbell discusses the evolving landscape of retirement planning, emphasizing the importance of understanding income needs, tax strategies, and effective management of retirement accounts. She highlights the growing trend of adults planning to work during retirement due to financial concerns and the necessity of thorough planning to avoid pitfalls. The conversation also touches on the significance of finding lost retirement accounts and maximizing charitable contributions for tax benefits. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Amy talks with the host of ‘How to Money' Joel Larsgaard about the FICO plan, college no longer being risk free, and the new MVNO cell services.

In this conversation, John Harcar and Jeremy Watson discuss the advantages of single family residential real estate over gold as an investment asset. Jeremy shares his personal journey in entrepreneurship and financial services, highlighting the challenges and opportunities in the real estate market. He emphasizes the importance of cash flow, the pitfalls of property management, and the long-term benefits of investing in single family homes, especially in an inflationary economy. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

(June 19, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to talk about Costco executive members getting better perks, depreciation of cars, crypto & NFT ETFs, and the Chase Sapphire Reserve. DEI backlash has changed how companies observe Juneteenth. Host of ‘Later with Mo Kelly' joins the program to discuss the emerging trend of banning cell phones at concerts.