Podcasts about financial advice

Retirement planning can be tricky, but there are ways to ensure a steady income. Frank and Frankie Guida discuss how pension and income annuities offer guaranteed income streams, even for those without traditional pensions. They also explain how converting IRA money to Roth can provide tax-free income later in life. Real-life examples illustrate the importance of a comprehensive income plan to meet retirement needs and combat inflation. 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.

Welcome back to another episode of the 360 Money Matters Podcast!  In this episode, we go behind the scenes of what your very first financial advice meeting looks like. We kick things off with a lighthearted tribute to Warren Buffett's retirement, before diving into the real topic—what to expect when meeting a financial advisor. We explain that financial advice isn't just about investing; it's about understanding your lifestyle, values, goals, and personal circumstances to build a strategy tailored to you. We walk through the types of questions we ask, the documents you should bring, and some of the biggest myths around financial advice—like needing to be wealthy or that advisors will force you to stop enjoying life. Instead, we aim to empower you to make more intentional financial decisions. Tune in to this episode for a candid look at your first financial advice meeting and discover how personalized planning can truly transform your financial future. - This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis &  Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of Akumin Financial Planning – AFSL 232706 Episode Highlights What to expect in your first meeting with a financial advisor Common misconceptions about financial advice and who it's for Why financial advice is about strategy, not just investments or products The importance of understanding your goals, lifestyle, and values How financial planning adapts to life events and changing priorities Practical tips on what documents to bring and how to prepare The power of being intentional with money to enhance life satisfaction Why ongoing financial advice is more valuable than one-off transactions   Connect with Billy and Andrew! 360 Financial Strategists    Check out our latest episode here:  Apple Podcast Spotify

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

KGMI's Dianna Hawryluk chats with CBS Business Analyst Jill Schlesinger about financial advice for college grads and folks returning to financially independent situations.

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 19 May 2025. The topic for this week is: What is the difference between deductible and non deductible super contributions. Luke and Leon however start the show by talking about the principle of taxing unrealised capital gains which […]

Shadow Politics with Senator Michael D. Brown and Co-host Liberty Jones Guest, Dr Frances Rahaim, The Money Doctor - Current American economics and youth finances Host Senator Michael D. Brown and Co-host Liberty Jones interview fellow radio talk show host, Dr. Frances Rahaim, "The Money Doctor" host of "Financial Fitness," on all thing's finances. From the current state of the American economy to the savings and finances of the American youth, these three discuss it all on Shadow Politics!

On this episode: Buy and hold. Keep politics out of your investing. Don’t lose money. Can we still follow Warren Buffett’s advice? The huge unseen financial bill in retirement. Many baby boomers are rolling out of their IRAs and 401(k)s. Watch out for these missteps. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

May 17, 2025 - Part 2 - financial advice with MeVest founder & bestselling author Lesley-Anne Scorgie by VOCM

Jeff Boron from SendYourKidsToCollege.org with some financial advice for graduating college students full 207 Fri, 16 May 2025 08:30:00 +0000 dOFqETY7o9F12wOvCD1u5ufnEbYTAN5n buffalo,news,wben,college graduation,jeff boron WBEN Extras buffalo,news,wben,college graduation,jeff boron Jeff Boron from SendYourKidsToCollege.org with some financial advice for graduating college students Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False

Mike Lomas from The Financial Guys with some financial advice for graduating college students full 252 Fri, 16 May 2025 08:30:00 +0000 Sc8Si5UoUgV0GZnyf5sqoKZxLh8jMtDm buffalo,news,wben,college graduation,the financial guys WBEN Extras buffalo,news,wben,college graduation,the financial guys Mike Lomas from The Financial Guys with some financial advice for graduating college students Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False

119 MinutesStormy Waters is a managing partner of a venture capital firm. Ben Kelleran is the host of the Kontrarian Korner podcast and writes at Substack under the same moniker.Ben and Stormy join Pete to offer an overview of their market analysis, explicitly clarifying that they are not providing financial advice.Stormy's Twitter AccountBen's PodcastBen's SubstackPete and Thomas777 'At the Movies'Support Pete on His WebsitePete's PatreonPete's Substack Pete's SubscribestarPete's GUMROADPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on Twitter

(May 15, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to talk about AI therapists, set-jetting not jet-setting is the new travel trend, and a standalone ESPN streaming app. The golden age of the fired chicken sandwich. Host of ‘Later with Mo Kelly' joins the program to talk about Netflix bringing back Star Search.

In this conversation, Dylan Silver interviews Zachary D'Amato, a mortgage advisor from Ohio, who shares his journey from running a large sales team to becoming a mortgage advisor. Zac discusses the importance of having a mortgage advisor versus going directly to a bank, the benefits of understanding different loan types, and how he guides first-time homebuyers. He emphasizes the significance of appraisals and the need for a trustworthy team in the mortgage process. Additionally, Zac shares insights on marketing strategies and building a niche in the mortgage advisory space.   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   —--------------------

Host of ‘How to Money' Joel Larsgaard joins the show to talk about AI therapists, set-jetting not jet-setting is the new travel trend, and a standalone ESPN streaming app.

In this conversation, Renee Gaugler shares her journey into real estate and the mortgage industry. Despite early struggles with sales, she built a successful business by focusing on expertise and client trust. The 2008 crash boosted her business, as people began seeking knowledgeable professionals. Renee emphasizes the importance of aligning mortgage decisions with long-term financial goals, including investing in rental properties to build generational wealth. 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   —--------------------

On Wednesday's Morning Focus, Alan Morrissey was joined by Tommy Corbett from Carey Corbett Financial Solutions. This week, Tommy provided Alan and our Morning Focus listeners with advice on key considerations for starting a child's savings or investment plan.

In this conversation, John Harcar and Kiran Vedantam discuss the importance of growing passive income and diversifying investments, particularly in real estate. Kiran shares his journey from a tech background to becoming a successful real estate investor and mortgage broker. He emphasizes the significance of networking, mentorship, and overcoming challenges in the investment landscape. The discussion also covers strategies for generating passive income, the necessity of diversification, and current trends in the real estate market. Kiran provides valuable advice for aspiring business owners looking to enter the investment space. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Model FA Podcast, David DeCelle is joined by Dr. Joshua Wilson, a behavioral finance expert with a PhD and a background in advisory, to discuss his journey and insights within the financial services industry. He emphasizes the importance of understanding subconscious decision-making in client relationships and the need for advisors to integrate behavioral finance principles beyond just education. Dr. Wilson highlights the significance of pre-client conversations and the emotional connection with clients. He also discusses the impact of AI on the industry, suggesting it will raise the bar for advisors, necessitating a focus on human elements and emotional intelligence. Dr. Wilson recommends the book "The Freedom of Self-Forgetfulness" by Tim Keller for its exploration of gospel humility and self-worth. In this episode: Introduction and Guest Background Motivation Behind Pursuing a PhD Behavioral Finance Philosophy Client Connection Strategies Center of Influence (COI) Relationship Management Technology and Future of Wealth Management Career Advice for Young Professionals Personal Development and Recommended Reading Conclusion and Contact Information Connect with Dr. Wilson: Email: joshua@drjoshuawilson.com LinkedIn: https://www.linkedin.com/company/futureproofhq/ About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Amy talks with the host of ‘How to Money' Joel Larsgaard about trading in or selling your car, the Chinese tariff pause, and the best long-term investments.

In this conversation, Kevin discusses various aspects of retirement planning, including the cultural phenomenon of tipping, the hidden fees associated with retirement accounts, the importance of professional guidance, guaranteed income strategies, and the impact of inflation on retirement finances. He emphasizes the need for individuals to be aware of their financial situations and to seek professional help when necessary to ensure a secure retirement. 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.

Many people move to warmer weather in retirement. What about moving to lower taxes? Some states like Florida and Texas can give you both. Is it worth it? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

We hoped to have many episodes created already in 2025, but life had other plans! Jay explains the exciting news that has slowed our progress on the podcast. Please stay tuned for more HopeFilled Financial Podcasts, but please be patient as we navigate this new season of life. See you next year?!  Please don't forget to like, share, and subscribe! Doing so helps us grow and share HopeFilled financial wisdom. Subscribe if you don't want to miss our return! You can submit a question on our website (hopefilledfinancial.com) or message us on Facebook (@HopeFilledFinancial).  Disclaimer: This podcast serves as educational entertainment only. Any and all opinions relating to real estate, law, taxes, insurance, and/or securities investing that may be contained within this podcast should not be interpreted or implemented as recommendations nor advice. The opinions related to these topics – especially those regulated by state and/or federal entities – should never be taken as replacement for advice from a competent, licensed professional. HopeFilled Financial Coaching is not liable for any individual acting on any understanding of topics directly or indirectly related to real estate, legal practice, taxes, insurance, or investing even if an individual in question changed their understanding after listening to this podcast. All listeners are entirely responsible for seeking advice from licensed professionals before taking any action of their own.  Our Website: HopeFilledFinancial.com Music: "Take Me Higher" by Jahzzar Music Copyright License: This music is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/4.0/ or send a letter to Creative Commons, PO Box 1866, Mountain View, CA 94042, USA.

If you've been hearing rumblings about tax changes in 2026, you're not imagining things — we're heading toward one of the biggest tax shifts in decades. The Tax Cuts and Jobs Act of 2017, which shaped much of our current tax system, is set to expire unless Congress takes action.  But right now, lawmakers are locked in a high-stakes budget battle, and no one knows exactly how it'll end. This episode breaks down why that matters not just politically — but for your wallet, your financial plan, and the decisions you might want to make before the rules change.

This week, JoePat Roop emphasizes the critical connection between health and financial planning for retirement. He discusses the importance of preparing for a healthy retirement, navigating market volatility, understanding asset allocation, and the significant impact of taxes on retirement savings. JoePat also highlights the necessity of creating a personalized retirement income plan to achieve financial security during retirement. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this conversation, Steve and Derrick discusses the hidden fees associated with 401k plans and their significant impact on retirement savings. They emphasize the importance of taking control of personal finances, exploring alternatives to traditional 401k investments, and the role of annuities in providing guaranteed income. The discussion also covers the consequences of withdrawing from 401k accounts and the importance of partnering with financial professionals for effective retirement planning. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

In this special bonus episode of WSJ's Take On the Week, co-host Telis Demos is joined by social-media content creator and economic commentator Kyla Scanlon, who has helped transform how younger generations, specifically Gen Z, are engaging with news about the economy and finance.  Through platforms like TikTok, Instagram and Substack, Scanlon has cultivated a dedicated audience of more than half a million people by simplifying complex economic data with creativity and humor. Recognized for coining the term “vibecession,” to highlight the disconnect between economic data and consumers, Scanlon has garnered attention from White House advisers and the Federal Reserve.  In this episode, we'll explore how economic trends like meme stocks (think GameStop and AMC) and cryptocurrencies are changing things for younger investors. Plus, we chat about best practices to consider when using social media for financial advice and how to avoid the “bad actors” that are spreading misinformation or scamming people. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading The 27-Year-Old Economic Adviser for Gen Z  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Dr. Cherry breaks down why Gen X is struggling the most with student loans—and what you can do about it. From confusing repayment plans to the fine print of forgiveness programs, understanding your options now can save you thousands later. If you're feeling stuck or overwhelmed, this conversation can help you take back control of your financial future.Takeaways:• Gen X = Highest debt• Know your repayment plan• Forgiveness is possible• Avoid costly forbearance• Act now, save laterWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice services.Grab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

May 10, 2025 - Financial advice with MeVest founder & bestselling author Lesley-Anne Scorgie by VOCM

Being a single mom means wearing every hat—and that includes the CFO of the household. In this special Mother's Day edition of Financial Fitness Friday, Richard Rosso & Matt Doyle offer tailored financial planning advice for single moms, covering essential strategies for budgeting, building an emergency fund, managing debt, and long-term investing. Rich and Matt also cover market trends, tariff news, and Qualified Charitable Deduction Strategies. SEG-5: Will the Tax Bill Pass - How to Prepare SEG-6: Memory Care & Tax Changes Coming SEG-7: Qualified Charitable Deduction Strategies SEG-8: Money Advice for Single Mom's on Mother's Day Hosted by RIA Advisors DIrector of Financial Planning, Richard Rosso, CFP, w Senior Relationship Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=7_0Zpmbtb-I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s What the first-hour of the show here: https://www.youtube.com/watch?v=kwfW2yddsWI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- The latest installment of our new feature, Before the Bell, "Shallow Pullbacks Still Spell Opportunity" is here: https://www.youtube.com/watch?v=rqKH5pCCtr8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed Stays Hawkish" https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SingleMomFinance #MothersDayMoneyTips #FinancialIndependenceForMoms #SmartMoneyForMoms #BudgetingForSingleMoms #TaxReform2025 #CapitalGainsTax #CorporateTaxChanges #TaxPolicyUpdate #CongressionalGridlock #FederalReserve #FOMC #InterestRates #MarketUpdate #HigherForLonger #SmartInvesting #FinancialAdvice #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

Being a single mom means wearing every hat—and that includes the CFO of the household. In this special Mother's Day edition of Financial Fitness Friday, Richard Rosso & Matt Doyle offer tailored financial planning advice for single moms, covering essential strategies for budgeting, building an emergency fund, managing debt, and long-term investing. Rich and Matt also cover market trends, tariff news, and Qualified Charitable Deduction Strategies. SEG-5: Will the Tax Bill Pass - How to Prepare SEG-6: Memory Care & Tax Changes Coming SEG-7: Qualified Charitable Deduction Strategies SEG-8: Money Advice for Single Mom's on Mother's Day Hosted by RIA Advisors DIrector of Financial Planning, Richard Rosso, CFP, w Senior Relationship  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=7_0Zpmbtb-I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s What the first-hour of the show here: https://www.youtube.com/watch?v=kwfW2yddsWI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- The latest installment of our new feature, Before the Bell, "Shallow Pullbacks Still Spell Opportunity" is here:  https://www.youtube.com/watch?v=rqKH5pCCtr8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed Stays Hawkish" https://www.youtube.com/watch?v=cn7-AOMEbKY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SingleMomFinance #MothersDayMoneyTips #FinancialIndependenceForMoms  #SmartMoneyForMoms #BudgetingForSingleMoms #TaxReform2025 #CapitalGainsTax #CorporateTaxChanges #TaxPolicyUpdate #CongressionalGridlock #FederalReserve #FOMC #InterestRates #MarketUpdate #HigherForLonger #SmartInvesting #FinancialAdvice #StockMarket #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #FedDay #FOMC #InterestRates #FederalReserve #ChinaBlinks #ChinaTariffs #TradeWar #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing

Feeling like you're stuck living paycheck to paycheck?

In this episode of the Sunlight Podcast, I'm unpacking some of the biggest myths I hear about forming an LLC. If you're self-employed or thinking about business formation, it's so important to understand what an LLC really is—and what it isn't. I talk through common misconceptions about taxes, liability protection, whether an LLC makes you a “real” legal entity, and how much ongoing accounting or paperwork is actually needed. I also share why business insurance is still essential (yes, even if you have an LLC), and how good financial advice can help you make smart choices for your business. Plus, I give a sneak peek at my upcoming book, Taxes for Humans, where I go even deeper into LLCs, business structures, and all the stuff no one teaches you when you become self-employed.   00:00 Introduction to LLC Myths 04:43 Myth 1: LLCs Change Your Taxes 08:28 Myth 2: LLCs Make Your Business Official 10:25 Myth 3: LLCs Are the Only Protection 13:12 Myth 4: LLCs Are Set It and Forget It   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight podcast to new audiences.   Links: Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. My On-demand class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp

Send us a textThis episode is your official permission slip to stop waiting until you “hit a number” to start taking your money seriously. I'm joined by licensed advisor and wealth strategist Karla Ukman — who is very much Not Your Father's Advisor™ — to break down the difference between legit financial planning and the unregulated noise online.We dig into:The real difference between financial advisors, planners, coaches, and CFOsWhy unlicensed advice is not only wrong, it's illegalHow to build a money team (and stop expecting one person to do it all)What self-trust has to do with your financial futureWhy wealth isn't a vibe — it's a systemKarla's perspective is grounded, generous, and deeply needed in a space full of people handing out advice they're not trained (or allowed) to give. If you've been feeling confused, overwhelmed, or low-key gaslit by the online business world, this one's for you.Guest Bio:Karla Ukman is "Not Your Father's Advisor"™. For over a decade, she has dedicated herself to empowering women and marginalized communities to achieve their financial goals. Karla, a passionate financial education advocate, strives to widely spread financial literacy and empowerment. She's on a mission to share wealth-building tools and education—resources usually exclusive to other communities — to create generational change.Connect with Karla:www.artemiswealth.nethttps://www.facebook.com/ArtemisWealthManagementhttps://www.linkedin.com/in/karlaukman/Support the showLove what you heard? Let's stay connected! Subscribe to my newsletter for bold insights on leadership, strategy, and building your legacy — straight to your inbox every week. Follow me on LinkedIn for more no-nonsense advice on leading with power and purpose. And if you're ready to dive even deeper, grab a copy of my book Bite-Sized Blasphemy and ignite your inner fire to do life and business your way. The Business Blasphemy Podcast is sponsored by Corporate Rehab® Strategic Consulting.

Send us a textLove Hotel- Keys, Confessions & Cock BlocksEpisode Summary – Love Hotel S1 E2: “Three's a Crowd”Gym & Breakfast Drama:Ashley and Wale work out; Luanne and Mark do yoga.Mark tells Luanne Gerry gave him a hard time about her.Ashley spills the tea to Luanne, which Jerry walks in on.Love Triangle Tension:Shannon teases Luanne about having two men fighting over her.Nicholas is still hopeful for a date with Ashley.Group Date Twist Announced:Each woman can ask out two men.If a man is picked by multiple women, he chooses.Date Picks:Shannon: Ralph & Jay (Jay for intel on Gisele).Ashley: Jerry & Nicholas.Luanne: Mark & Ralph.Gisele: Philip & Ralph.Ralph's Dilemma:Asked by three women, he chooses Gisele.Shannon is hurt; picks Earl instead.Luanne ends up with Wale.Date Conversations:Gisele digs into Ralph's dating history.Ashley challenges Gerry & Nicholas about interracial dating.Philip impresses Gisele with his grounded vibe.Earl shares emotional story about his stepson.Nicholas and Ashley flirt about wealth and physical preferences.Private Moments:Earl kisses Shannon.Ashley and Nicholas head to her room.Gisele suspects some “cock-blocking.”Group date turns into beach strolls and hand-holding.Girl Talk & Finances:Shannon gifts all the women matching coverups.They discuss if the men can afford their lifestyles.Shannon admits her past relationships were with narcissists.Game Changer:Joel announces new men are coming.The women must eliminate one current man each.Choices to stay:Luanne – RalphShannon – EarlAshley – WaleGisele – JayAfter deliberation, Philip is saved.Next Time:New men arrive and new keys are handed out!Support the showhttps://www.wewinewhenever.com/

Heather Brooker fills in for Amy King while she is on vacation in Paris, France. Heather talks with the host of ‘How to Money' Joel Larsgaard about Warren Buffet stepping down, new homes shrinking in size, and homeowners losing tons of equity.

Many of us have resigned ourselves to: You need your money to grow, so I have to be in the stock market.... Is that true? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of financial planning, especially in volatile markets. He shares his personal motivation for helping clients navigate retirement, emphasizing the need for a solid income plan and the challenges surrounding Social Security. The conversation also highlights the significance of uncovering inefficiencies in investment portfolios to enhance financial security during retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of Retirement For Living, Taylor Lee discuss critical aspects of retirement planning, including the impact of hidden fees in retirement accounts, market trends, and the importance of having a comprehensive retirement plan. He also shares personal insights and updates, emphasizing the need for strategic financial planning to navigate social security and retirement income effectively. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Nick Constantino interviews Bob McGreevy, owner of Vital Siding Repair of Atlanta. Bob shares his journey from Massachusetts to Atlanta, where he started his vinyl siding business amidst class action lawsuits against press board siding manufacturers. He discusses his early business success, challenges in home building, and the impact of the recession on his life. Bob emphasizes the importance of self-awareness, pursuing passions, and maintaining a stress-free lifestyle. He also shares his current passion for aloe Vera farming and offers advice for young adults on investing wisely. Key Takeaways Early Business Success: Bob's entry into the Atlanta market and rapid growth in the vinyl siding industry. Challenges and Market Shifts: Transition from home builders to residential remodels and facing competition. Impact of the Recession: Financial collapse and lessons learned about managing debt and stress. Pursuing Passions: Importance of following one's passions for a fulfilling life. Aloe Vera Farming: Bob's journey into aloe Vera cultivation and its therapeutic benefits. Advice for Young Adults: Investing wisely and being patient with financial growth. #MarketingMadMen #BobMcGreevy #VinylSiding #HomeBuilding #Recession #Adversity #PursuePassions #AloeVera #FinancialAdvice #MentalHealth #WorkLifeBalance #SelfAwareness patreon.com/TheMarketingMadMen: https://www.nick-constantino.com/See omnystudio.com/listener for privacy information.

In this conversation, John Harcar interviews Glendon Grose about traditional banking models for investors, focusing on the evolving landscape of real estate financing. Glendon shares his journey from the hospitality industry to the mortgage sector, emphasizing the importance of real estate in building wealth. The discussion covers various investment strategies, the significance of DSCR loans, and the pros and cons of different financing options. Glendon also provides valuable advice for new investors looking to navigate the complexities of real estate financing. 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   —--------------------

Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition', beginning with how Marco's work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe's paper, ‘Arithmetic of Active Management.' We investigate the missing links in Sharpe's logic before defining “the market” and ascertaining the main objectives of index funds. Then, we dive deeper into the mechanics of Marco's paper, index and market tracking errors, why delayed rebalancing is more beneficial than instant rebalancing, and the role of technology in the modern tracking error obsession. We also assess the passive-active spectrum of index funds in portfolio management and learn how investors should choose their optimal excess return. To end, Marco shares practical applications for improving performance benchmarked against traditional indexes, and The Aftershow is all about bridging the gap between PWL Capital and you, our listeners. Key Points From This Episode:   (0:00:00) Key takeaways from Marco Sammon's latest paper and how it compares to Bill Sharpe's ‘Arithmetic of Active Management.' (0:08:10) Marco describes what's missing from the ‘Arithmetic of Active Management' logic. (0:09:11) Defining ‘the market', the main objective of an index fund, and how index funds track the market. (0:15:57) The mechanics of Marco's paper, ‘Index Rebalancing and Stock Market Composition.' (0:18:38) Factor exposure, index and market tracking errors, and how often index funds trade. (0:26:28) Rebalancing less frequently; why delayed does better than instant rebalancing. (0:31:59) The tech run-up and lazy rebalancing, and the modern tracking error obsession.  (0:36:51) Assessing the passive-active spectrum of index funds in portfolio management. (0:41:02) Exploring how investors should decide on their optimal excess return.  (0:45:14) How the rising index fund ownership of stocks impacts the implicit cost of indexing (0:46:58) Practical ways to improve performance benchmarked against traditional indexes. (0:52:30) The Aftershow: Canadian finances, more airtime for Cameron, and PWL – OneDigital.    Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Episode 322: Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market? — https://rationalreminder.ca/podcast/322 Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200  Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees — https://rationalreminder.ca/podcast/268  Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice — https://rationalreminder.ca/podcast/112  Marco Sammon — https://marcosammon.com/  Marco Sammon on LinkedIn — https://www.linkedin.com/in/marco-sammon-b3b81456/  Marco Sammon on X — https://x.com/mcsammon19  Marco Sammon | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=1326895  Marco Sammon Email — mcsammon@gmail.com  John Shim on LinkedIn — https://www.linkedin.com/in/john-shim-2931271b/  Vanguard — https://global.vanguard.com/  Sheridan Titman on LinkedIn — https://www.linkedin.com/in/sheridan-titman-226b0811/  Alex Chinko — https://alexchinco.com/  Erik Stafford | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=6625  Itzhak (Zahi) Ben-David on LinkedIn — https://www.linkedin.com/in/ibendavi/  Bill Ackman on X — https://x.com/billackman   ‘Millennium Loses $900 Million on Strategy Roiled by Market Chaos' — https://www.bloomberg.com/news/articles/2025-03-08/millennium-loses-900-million-on-strategy-roiled-by-market-chaos   Bogleheads — https://www.bogleheads.org/   The Money Scope Podcast Episode 8: Canadian Investment Accounts — https://moneyscope.ca/2024/03/01/episode-8-canadian-investment-accounts/  The Wealthy Barber Podcast — https://thewealthybarber.com/podcast/   Financial Advisor Success Podcast — https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/  Financial Advisor Success Podcast Episode 433: When You 10X Your Advisory Firm To Over $20M Of Revenue…And Want To 10X Again, With Cameron Passmore — https://www.kitces.com/blog/cameron-passmore-pwl-capital-10x-revenue-growth-advisory-firm/   OneDigital — https://www.onedigital.com/  The Longview Podcast: Ben Felix   Papers From Today's Episode:    ‘The Arithmetic of Active Management' — https://www.jstor.org/stable/4479386    ‘Index Rebalancing and Stock Market Composition: Do Index Funds Incur Adverse Selection Costs?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5080459     ‘Luck versus Skill in the Cross-Section of Mutual Fund Returns' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1356021    ‘The Passive-Ownership Share Is Double What You Think It Is' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4188052    ‘Long-Term Returns on the Original S&P 500 Companies' — https://www.researchgate.net/publication/247884354_Long-Term_Returns_on_the_Original_SP_500_Companies     ‘The Price of Immediacy' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1001762   ‘Competition for Attention in the ETF Space' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3765063    ‘Passive in Name Only: Delegated Management and “Index” Investing' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3244991      Jeremy Stein — “Unanchored” Strategy

(May 01, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to discuss FIRE folks retiring but not loving the retirement life, Americans paying more for groceries, and subscriptions potentially increasing. Supreme Court may allow church-run, publicly funded charter schools across the nation. 

In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it. For full show notes, see kitces.com and thesocietyofadvice.com.

In this conversation, Dylan Silver interviews Tina Lombard, a seasoned mortgage loan officer with over 33 years of experience. Tina shares her journey from being a stockbroker to a mortgage loan officer, discussing the challenges and rewards of her career. She highlights the evolution of the mortgage industry, particularly the impact of the 2008 financial crisis and the innovations that have emerged since then, including various loan types that cater to different needs. Tina emphasizes the importance of financial literacy and the role of competent loan officers in helping clients navigate the complexities of home buying.   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 Michael Banner, a veteran in the mortgage industry, focusing on the often misunderstood product of reverse mortgages, particularly the purchase reverse mortgage. Michael shares his journey into the mortgage world, his passion for helping older Americans secure their financial futures, and the importance of educating real estate agents about these products. The conversation highlights the challenges and misconceptions surrounding reverse mortgages and emphasizes the need for better communication and understanding in the industry.   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   —--------------------

Shannon Sharpe finds himself in the hot seat, and Ern and Iso are diving into the drama.