Podcasts about financial advice

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson.

Just pay your taxes.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Whitney Knox Lee.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Whitney Knox Lee.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Whitney Knox Lee.

This week, I'm talking about something that happened to me recently that I think many of us can relate to: consuming financial advice and somehow ending up feeling worse instead of better. After a late-night social media scroll left me feeling behind in about twelve different areas of my life, I started thinking about how much financial advice we're exposed to every day—and how overwhelming it can be. Between social media, podcasts, books, and experts all telling us the "right" way to manage money, it's easy to end up carrying around a long list of financial shoulds that feel more like pressure than support. In this episode, I discuss: • Why too much financial content can create overwhelm instead of clarity • How social media fuels comparison and feelings of being "behind" • The danger of applying someone else's financial advice to a completely different situation • Why context, life stage, and capacity matter when making financial decisions • A simple question to ask yourself before taking on any new financial advice If you've ever felt overwhelmed by money, this episode is a reminder that you don't need to do everything at once—and that just because something is good advice doesn't mean it's the right advice for you right now. ---------------------------------------------------------------------------------------------------------- If you loved this episode, please take a moment to follow, rate, or review Money Isn't Scary — it helps more women find these much-needed conversations. You can also find me here:

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cary Carbonaro.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Anne Lester.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cary Carbonaro.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Anne Lester.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cary Carbonaro.

On this episode, we're joined by Joseph Moore.  Joseph Moore is an author, historian, and investor whose self-experimentation with history's wildest financial strategies made him financially independent in his mid-40s. His writing blends deep, unconventional insights with some of history's most hilarious stories and has appeared through HarperCollins, The New York Times, and other major outlets. His first book, from Oxford University Press, was praised as "extraordinary" and "witty." He's the author of the new book, How to Get Rich In American History: 300 Years of Financial Advice that Worked (And didn't). https://www.josephmoorebooks.com/  Send us Fan MailThanks for listening, and keep partnering with God in your business.   And don't forget to check out our sponsor at HighBridgeBooks.com. And feel free to contact me directly at darren@highbridgebooks.com if you're interested in writing, publishing, and selling a book.   

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 19 June 2026 with 2CC’s Leon Delaney. The topic is: What is a testamentary trust and how does it benefit the next generation if something was to happen to you. In this episode Luke takes a deep dive into […]

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We're talking about multiple topics this week, which I'll let you discover because being total honest I forgot to wrote the title and description after we recorded, and now I'm late to post the episode haha and don't have time to listen back. One thing I do remember though is that we talked about datastar, HTMX, building web app in Go, databases, query optimization. Maybe the SpaceX stock came for a brief moment...

Hiring a financial advisor is a big decision. My "How to Interview a Financial Advisor" worksheet gives you the tools to navigate the process and choose an advisor who fits your goals. Download it for free. -----  In this episode, I'm joined by Cameron Passmore, co-host of The Rational Reminder and a leader at PWL Capital, to discuss whether financial advice can scale without getting worse. We explore why the portfolio problem may be easier to solve than the advice-business problem, and what advisors need to do once low-cost, evidence-based investing becomes the starting point rather than the value proposition. Listen now and learn: ► Why Cameron believes the future of advice depends on better firms, not just better portfolios ► How fee transparency could force advisors to better define and defend their value ► What scaled advisory firms can do that solo advisors and smaller practices often cannot ► How private markets, AI, and investor behavior will shape the next decade of financial advice   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   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.  

After a week of Apple's WWDC dominating the tech news cycle, SpaceX went public, and OpenAI and Anthropic aren't far behind. While you should never take financial advice from us, we talk about what is going on to the best of our knowledge. We get back to the other tech news and all our normal fun after last week's special episode. All so you can get out there and tech better. Watch on YouTube! - Notnerd.com and Notpicks.com INTRO (00:00) Next week is Amazon Prime Day! (02:30) Apple shares list of 250 changes in OS 27s (04:40) MAIN TOPIC: Hot IPO Summer (07:15) As AI companies race to go public, who else is along for the ride? Anthropic pulls Claude Mythos 5 and Claude Fable 5 following US government directive CRYPTOWATCH: Bitcoin's worst week since FTX crash signals more pain ahead DAVE'S PRO-TIP OF THE WEEK: Markup Magnification (22:10) JUST THE HEADLINES: (27:10) Police officer accused of using AI to 'create evidence' A San Francisco burglar escaped in a Robotaxi, and police still can't find him Fox is buying Roku for $22 billion Chipotlai Max is an AI agent that runs on "stolen compute" from Chipotle's AI chatbot MrBeast hits 500 million subscribers on YouTube Bees can use tools to solve problems, study finds Scientists find wind blowing from our Milky Way's black hole LISTENER MAIL: Dillon - Was tuning into your podcast and wanted to drop some knowledge… McMenamins (and many others) use disgusting RC cola because Portland Beverage supplies and maintains the dispensing equipment for FREE, as long as you keep buying through their distribution which is RC/7UP/squirt etc. (30:50) WITHIN REACH! Dave 8-6, Round 14, Nate goes first (33:05) TAKES: What thousands of Tesla VINs reveal about battery health (39:00) Microsoft Patch Tuesday June 2026 (43:55) BONUS ODD TAKE: 100 Greatest Bird Names of All Time (48:50) PICKS OF THE WEEK:  Dave:  DJI Neo 2 Motion Fly More Combo With RC Motion 3 & Goggles N3 (54:30) Nate: 4-Pack Premium Air Chuck Quick Connect, Brass Locking Tire Air Chuck With Clip Adapter 8mm, No Leakage Air Compressor Pump Clip-On Tire Chucks, Compatible with Schrader Valve (01:02:00)

Pattie Lovett-Reid and Toonie Tuesday can be heard every Tuesday morning at 8:20 on The Andrew Carter Morning Show.

It’s time for Party for Two! At the party table today, Jerry is joined by Bob Richardson, NEWSTALK 1010 contributor and public‑affairs consultant, to break down the top stories of the day. More Ontarians are using AI for financial advice, according to a new survey. Jerry speaks with Allan Small, Senior Investment Advisor at iA Private Wealth and host of The Allan Small Financial Show, about this tactic. Then it’s time for Telescopic Tuesday, as NEWSTALK 1010 Science Expert Dan Riskin brings the top science stories of the week. Jerry closes the show by opening the phones: Have you ever snuck out of the house? Listeners share their teenage escape stories.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 12 June 2026. The topic is: Exchange Traded Fund (ETF) – Why could it be right investment for your portfolio? After you’ve set your goals and determined your risk profile, the next decision to make is what will you […]

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 3595: Brad uses the familiar in-flight oxygen mask rule to make a powerful case for protecting your own financial stability before trying to rescue everyone else. By exploring emergency funds, healthy boundaries, and the difference between helping and enabling, he offers a practical framework for becoming more effective and compassionate with money. Read along with the original article(s) here: https://www.budgetsaresexy.com/financial-advice-from-the-in-flight-safety-handbook/ Quotes to ponder: "Remember to secure your own oxygen mask before assisting others with theirs." "You are no good to anyone, if you pass out." "You are not blessing others by destroying yourself!" Episode references: Boundaries by Dr. Henry Cloud & Dr. John Townsend: https://www.amazon.com/Boundaries-When-Take-Control-Your/dp/0310247454 Wealthfront's high-yield Cash Account: ⁠https://wealthfront.com/OFD⁠ This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. The Optimal Finance Daily Podcast, Diana Merriam (collectively "Media Partner") are not clients of Wealthfront. The Media Partner receives cash compensation from Wealthfront Brokerage for this paid endorsement placed in their video, creating a conflict of interest. More details available via the referral link. The Direct Deposit Plus Investing Program from Wealthfront Advisers LLC and Wealthfront Brokerage LLC provides eligible clients a 0.25% APY increase above the base APY on eligible Cash Account balances (up to an overall boosted rate of 4.30% for a limited time when including the 0.75% APY boost for new clients) when you direct deposit $1,000 a month, plus open, fund, and maintain an investing account. Wealthfront may change or end the program at any time and determine eligibility at its discretion. Terms apply. Full details at ⁠wealthfront.com/promo-terms⁠.  The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of January 30, 2026, is representative, requires no minimum, and may change at any time. References to the APY for the Wealthfront Cash Account, including any APY increase, are to the APY paid by insured depository institutions that participate in our cash sweep program (the "Program Banks”).. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Investing involves risk, including the possible loss of principal. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. 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 3595: Brad uses the familiar in-flight oxygen mask rule to make a powerful case for protecting your own financial stability before trying to rescue everyone else. By exploring emergency funds, healthy boundaries, and the difference between helping and enabling, he offers a practical framework for becoming more effective and compassionate with money. Read along with the original article(s) here: https://www.budgetsaresexy.com/financial-advice-from-the-in-flight-safety-handbook/ Quotes to ponder: "Remember to secure your own oxygen mask before assisting others with theirs." "You are no good to anyone, if you pass out." "You are not blessing others by destroying yourself!" Episode references: Boundaries by Dr. Henry Cloud & Dr. John Townsend: https://www.amazon.com/Boundaries-When-Take-Control-Your/dp/0310247454 Wealthfront's high-yield Cash Account: ⁠https://wealthfront.com/OFD⁠ This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. The Optimal Finance Daily Podcast, Diana Merriam (collectively "Media Partner") are not clients of Wealthfront. The Media Partner receives cash compensation from Wealthfront Brokerage for this paid endorsement placed in their video, creating a conflict of interest. More details available via the referral link. The Direct Deposit Plus Investing Program from Wealthfront Advisers LLC and Wealthfront Brokerage LLC provides eligible clients a 0.25% APY increase above the base APY on eligible Cash Account balances (up to an overall boosted rate of 4.30% for a limited time when including the 0.75% APY boost for new clients) when you direct deposit $1,000 a month, plus open, fund, and maintain an investing account. Wealthfront may change or end the program at any time and determine eligibility at its discretion. Terms apply. Full details at ⁠wealthfront.com/promo-terms⁠.  The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of January 30, 2026, is representative, requires no minimum, and may change at any time. References to the APY for the Wealthfront Cash Account, including any APY increase, are to the APY paid by insured depository institutions that participate in our cash sweep program (the "Program Banks”).. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Investing involves risk, including the possible loss of principal. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. 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 3595: Brad uses the familiar in-flight oxygen mask rule to make a powerful case for protecting your own financial stability before trying to rescue everyone else. By exploring emergency funds, healthy boundaries, and the difference between helping and enabling, he offers a practical framework for becoming more effective and compassionate with money. Read along with the original article(s) here: https://www.budgetsaresexy.com/financial-advice-from-the-in-flight-safety-handbook/ Quotes to ponder: "Remember to secure your own oxygen mask before assisting others with theirs." "You are no good to anyone, if you pass out." "You are not blessing others by destroying yourself!" Episode references: Boundaries by Dr. Henry Cloud & Dr. John Townsend: https://www.amazon.com/Boundaries-When-Take-Control-Your/dp/0310247454 Wealthfront's high-yield Cash Account: ⁠https://wealthfront.com/OFD⁠ This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. The Optimal Finance Daily Podcast, Diana Merriam (collectively "Media Partner") are not clients of Wealthfront. The Media Partner receives cash compensation from Wealthfront Brokerage for this paid endorsement placed in their video, creating a conflict of interest. More details available via the referral link. The Direct Deposit Plus Investing Program from Wealthfront Advisers LLC and Wealthfront Brokerage LLC provides eligible clients a 0.25% APY increase above the base APY on eligible Cash Account balances (up to an overall boosted rate of 4.30% for a limited time when including the 0.75% APY boost for new clients) when you direct deposit $1,000 a month, plus open, fund, and maintain an investing account. Wealthfront may change or end the program at any time and determine eligibility at its discretion. Terms apply. Full details at ⁠wealthfront.com/promo-terms⁠.  The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of January 30, 2026, is representative, requires no minimum, and may change at any time. References to the APY for the Wealthfront Cash Account, including any APY increase, are to the APY paid by insured depository institutions that participate in our cash sweep program (the "Program Banks”).. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Investing involves risk, including the possible loss of principal. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices

Instead of falling into the "cookie-cutter" trap of big bank brokerages, how do you successfully navigate modern market volatility and unexpected tax bills at the finish line? Host Charisse Rivers breaks down her signature approach to active wealth management, rejecting rigid savings lectures in favor of personal empowerment. Discover how to strategically shift your assets into tax-free accounts, avoid the "jiggle effect" of high-risk markets, and build an inflation-adjusted income bucket system. It is time to ditch outdated formulas, confidently fund your dream lifestyle, and actively design a retirement tailored entirely to you. Like this episode? Hit that Follow button and never miss an episode!

Is it financially responsible for New Yorkers to buy Finals tickets? Which musical artists has the best fan base? Should Megan Thee Stallion have been at the Tony Awards?? How much money does Nick Cannon make?? Are Taylor and Travis REALLY getting married at Madison Square Garden? PLUS: Why Cody needed the PERFECT Birthday Cake, why Dua Lipa needs to wait to have kids, And Cody's gripe with 4D Movies!We have summer deals for YOU!ZBiotics: Need some PRE-alcohol for your lifestyle? Go to zbiotics.com/tactful to get 15% off your first order when you use TACTFUL at checkout!LMNT: Get a free LMNT Sample Pack with any order at DrinkLMNT.com/tactful - And remember to try Lemonade Iced Tea now through August 31st!Quince: Refresh your everyday with luxury! Head to Quince.com/pettiness for free shipping on your order and 365-day returns!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In honor of the 40th anniversary of Top Gun's release in 1986, let's review some favorite quotes and scenes to see what they can teach us about our financial lives…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Don and Tom examine the coming wave of blockbuster IPOs, including rumored offerings from SpaceX, Anthropic, and OpenAI, and explain why investor excitement often leads to disappointing results. Drawing on research from Dimensional Fund Advisors and examples such as Uber, Facebook, and Groupon, they discuss the historical underperformance of IPOs and the dangers of buying into hype. They then answer a listener's question about assets-under-management fees, explaining the broader planning, tax, behavioral, and retirement services provided by fiduciary advisors beyond portfolio construction. The episode concludes with a look at the growing number of highly speculative ETFs, including UFO-themed and meme-stock funds, and a warning that investors should focus on diversification and discipline rather than chasing the latest financial product.0:05 Summer IPO mania: SpaceX, Anthropic, OpenAI, and the hype machine1:24 SpaceX's massive valuation and why investors are excited3:05 Anthropic and OpenAI join the trillion-dollar IPO conversation4:29 Comparing today's IPO wave to the dot-com boom5:09 Why hot IPOs are usually a bad investment6:27 Dimensional research on IPO underperformance and liquidity concerns7:51 Uber, Facebook, Groupon, and other IPO cautionary tales8:50 Why even great companies can be poor investments at the wrong price9:45 Why disciplined firms delay adding IPOs to portfolios10:59 How to submit questions to Talking Real Money13:17 Listener question: Is a 1% AUM fee really worth it?15:20 What advisors actually do beyond portfolio management16:44 Vanguard's research on advisor value17:12 Why large portfolios shouldn't pay a flat 1% on all assets18:24 The emotional and behavioral benefits of professional advice20:29 How advisors help investors stay diversified21:45 The explosion of bizarre new ETFs22:49 UFO ETFs, meme-stock funds, and speculative product launches25:05 Why investors should be skeptical of niche ETFs and high feesQuestions? Comments? Click!

Laverne Cox joins to discuss her new memoir ‘Transcendent,' in which she opens up about her journey as a transgender woman, childhood trauma, and search for love. Also, Jenna and Sheinelle kick off a new series called “Date My Dad” and meet the first bachelor, Stephen. Plus, ‘The Automatic Millionaire' author David Bach shares smart money moves to make at any age. And, a shopping guide to must-have beach essentials for summer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Think financial advice is something you get when you're older, wealthier, or closer to retirement? That mindset could be costing you far more than you realise.  Because when it comes to building wealth, when you start can matter more than how much you start with.  In this episode, Nick is joined by Paul Benson to unpack why your 30s and 40s can be such a powerful window for getting advice. It's the time to make decisions that can compound, course correct, and create more choice later.  But this is not just one for younger listeners. If you are in your 50s, 60s or beyond, there are still valuable takeaways here, especially if you are wondering whether your super, investments, insurance, structures or old money habits still make sense for where you are now.  Inside the episode:  How to know whether your money is actually working hard enough Why "I'll sort it out later" can become one of your most expensive financial habits Why getting advice early could make a six-figure difference by retirement Why earning good money does not always mean you are building wealth One setting that could turbocharge your superannuation What to review now if you feel like you started too late  WANT PERSONALISED FINANCIAL ADVICE?: Book an appointment here.  WANT TO STAY ACROSS WHAT'S MOVING THE MARKETS?: Subscribe to GainingCHOICE, our weekly email unpacking the key headlines and what to pay attention to.  GOT A FINANCE QUESTION FOR PAUL?: Send it to paul@financialautonomy.com.au, and it could be featured in his Ask an Expert column each Sunday in The Age and Sydney Morning Herald.  General advice disclaimer

Gronk going the way of Jay Leno with his cash

Someone in your life is giving you financial advice right now. They're confident. They say it like it's gospel. And they might be completely wrong.Not because they're bad people — but because they're handing you a prescription without doing the diagnosis. And in financial planning, that's how people end up behind where they should be.In this episode, CFP® David Chudyk dismantles four of the most repeated pieces of financial advice in America — the kind you've heard so many times you stopped questioning them. The kind that sounds responsible, feels virtuous, and breaks down the moment someone runs the actual numbers on your situation.This isn't a contrarian rant for its own sake. It's a masterclass in why the difference between generic advice and a real financial partner might be the most important financial decision you ever make.What You'll Learn in This EpisodeWhy "pay off all your debt before you invest" can be the most expensive advice you ever followThe brutal math behind waiting for the market to "calm down" — and what it actually costs youThe truth about homeownership as an investment (spoiler: the numbers aren't what you think)Why "always max your 401(k) first" is right for some people and dead wrong for others — especially business ownersThe three-bucket framework that separates strict financial rules from flexible ranges from personal preferences — and why mixing them up is where real financial damage happensThe Four Myths — Broken DownMyth #1: "Pay Off All Your Debt Before You Invest"This one sounds disciplined. It feels responsible. And it can cost you a fortune. If your employer offers a 100% 401(k) match and you're skipping it to pay down a 4.9% car loan, you just turned down a guaranteed 100% return to avoid a 4.9% interest rate. The math doesn't care how debt makes you feel. There's a real difference between high-interest consumer debt (pay it down aggressively) and low-interest, tax-advantaged debt (the calculus is very different). A real financial partner helps you know which is which.Myth #2: "I'll Start Investing When Things Calm Down"Here's the uncomfortable truth: things don't calm down. They never have. The dot-com crash, 9/11, 2008, a global pandemic, 40-year inflation highs — there has always been a reason to wait. Meanwhile, missing just the ten best trading days in a decade can cut your returns in half. And the best days almost always come right after the worst ones. Waiting for calm isn't strategy. It's fear wearing a suit.Myth #3: "Your Home Is Your Best Investment"Homeownership builds equity, provides stability, and for many people is an excellent financial decision. But "best investment"? The national average home appreciation rate over the last century is roughly 1% above inflation annually. The stock market has returned about 7% above inflation over the same period. And most people forget to subtract property taxes, insurance, maintenance (1–2% of home value per year), mortgage interest, closing costs, and commissions. Your house is a valuable asset. It is not a substitute for a portfolio.Myth #4: "Always Max Your 401(k) First"Employer match? Take every dollar of it — that's a strict rule, full stop. Beyond the match, though, this gets complicated fast. Traditional vs. Roth decisions depend on your current and expected future tax bracket. Business owners may have access to SEP-IRAs, Solo 401(k)s, or defined benefit plans that dwarf standard contribution limits. And locking every available dollar into a retirement account while running a business that needs capital can leave you technically wealthy and practically cash-poor. "Max it first" is often right. It's not always right.The Framework That Changes EverythingHere's what David explains that most financial conversations never get to: not every financial question has the same type of answer.Strict rules: Get your employer match. Pay down high-interest consumer debt aggressively. Maintain liquidity before locking money away. These aren't preferences — they're math.Ranges of acceptable action: How to sequence your accounts. Roth vs. traditional. How much house makes sense. The best answer within the range depends entirely on your specific situation.Personal preferences: Your emotional relationship with debt. How much market volatility you can handle without making a bad decision. How important liquidity feels to you. These are legitimate inputs to a real financial plan — not weaknesses, data.Treating preferences like rules, or ignoring real rules because they're uncomfortable — that's where the damage happens. A real financial partner helps you sort the buckets and make decisions that actually fit your life.Quotable Moments from This Episode"They're handing you a prescription without doing the diagnosis. And in financial planning, that's how people end up broke.""Missing just the ten best trading days in a decade can cut your returns in half — and the best days almost always come right after the worst days.""Your house is a valuable asset. It is not a substitute for a portfolio.""There are strict rules, there are ranges of acceptable actions, and there are personal preferences. Mixing them up — that's where the damage happens.""How we handle our money should positively impact our lives and the lives around us. Not just optimize for a spreadsheet."Who This Episode Is ForThis episode is essential listening if you are:A business owner who has been running on financial autopilotA high earner who suspects they might be leaving money on the tableSomeone who has been following "common sense" financial rules without ever stress-testing themAnyone who has said "I'll start investing when things settle down" — in any year, everA homeowner who considers their house their primary retirement strategyWork With DavidFree Vision Call — If you're a business owner or high earner who wants a real conversation about whether your financial plan actually fits your life, David offers a complimentary 20-minute strategy call. No pitch. No pressure. Just clarity.weeklywealthpodcast.com/visionFree Sellability Score — If you own a business and haven't seriously evaluated what it's worth or what it would take to sell it someday, this free 15-minute assessment will show you exactly where you stand — and what's costing you value right now.weeklywealthpodcast.com/sellabilityscoreAbout David ChudykDavid Chudyk is a CFP® (Certified Financial Planner), CLTC, and Certified ValueBuilder Advisor with nearly two decades of experience helping business owners and high earners build real, lasting wealth. He is the founder of Parallel Financial, LLC, a fiduciary registered investment advisor, and host of the Weekly Wealth Podcast. David is based in Seneca, SC and works with clients across the Upstate South Carolina region and beyond.His approach is simple: financial planning shouldn't just optimize a spreadsheet. It should positively impact your life — and the lives of the people around you.The Weekly Wealth Podcast is available on Apple Podcasts, Spotify, and wherever you listen to podcasts. If this episode made you question financial advice you've been taking for granted — good. Share it with someone who needs to hear it.

On average, women retire with 25% less superannuation than men, and one in ten have no super account at all. While you might assume this is purely down to career breaks, evidence shows the disparity starts much earlier - with females under 18 already trailing their male peers. What is really driving this, and what steps can women take to supercharge their savings? Gemma Dale, head of investor behaviour at NAB Trade joins associate editor James Kirby.See omnystudio.com/listener for privacy information.

Stay informed on current events, visit www.NaturalNews.com  - Financial Analysis of OpenAI and Market Dependence (0:10) - SoftBank's Investment and Market Risks (7:33) - Comparison with Amazon and AI Model Development (14:10) - Economic and Technological Challenges (21:10) - Impact on Global Economy and AI Development (27:49) - The Great Stupining and Technological Dependence (34:12) - Interview with Professor Morandi on Middle East Conflict (40:00) - Netanyahu's Political Future and US-Israel Relations (46:17) - Cultural Cohesion and Resilience in Iran (52:52) - Conclusion and Call for Peace (59:40) - American Perception of International Relations (1:06:48) - Impact of American Policies on International Relations (1:13:48) - Decline of American Infrastructure and Global Reputation (1:20:51) - Call for Change and Peace (1:26:35) - Financial Advice and Conclusion (1:33:03) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Business lessons and personal experiences intersect with retirement planning in this episode with Art McPherson. The discussion highlights long-term thinking, family legacy, and how discipline applies across financial decisions. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

WE ARE SO BAAAACK! Show Notes:

This episode of Talking Real Money examines why financial advice so often turns into emotional debate instead of productive problem-solving. Don and Tom discuss how investors routinely underestimate spending, cling emotionally to employer stock, and defend strategies like dividend chasing, covered calls, crypto, or gold despite decades of evidence favoring diversified investing. They answer a listener question about aggressively paying down a 6.625% adjustable-rate mortgage versus maintaining liquidity, warn about commissioned advisors circling employees receiving RSU payouts, and correct a previous mistake regarding Roth employer matches under Secure 2.0 legislation. Along the way, the hosts mix humor, blunt honesty, and personal stories about why changing financial behavior is far harder than simply explaining the math.0:05 Are listeners looking for advice, validation, or just an argument?0:58 “Two old white guys waiting to die on a podcast” and why changing investor behavior is so difficult1:24 Basis points complaints and arguing over financial terminology2:21 Why financial planning conversations often become debates3:16 Most people underestimate how much they actually spend4:04 Net income minus savings equals spending, whether you admit it or not4:59 Growing up arguing in big families and learning debate skills early5:53 Emotional attachment to employer stock and concentration risk6:19 Microsoft, Enron, Washington Mutual, and the danger of loyalty investing7:02 Why many individual stocks underperform for long stretches7:42 Covered calls, dividend strategies, and belief in “secret” investing systems8:16 Why Don and Tom remain skeptical of crypto, gold, and speculative investing9:16 Their investing philosophy comes from peer-reviewed academic research, not hunches10:17 If you call for portfolio help, don't expect automatic validation11:23 Listener Jim asks whether to aggressively pay down his adjustable-rate mortgage12:17 Extra principal payments versus saving cash to pay off the mortgage later13:12 Why a 6.625% mortgage changes the payoff math14:35 Liquidity concerns versus the emotional appeal of being debt-free15:06 Mortgage recasting explained and reducing future interest costs17:39 Regret over not refinancing during ultra-low-rate years18:10 Why peace of mind sometimes outweighs financial optimization18:50 “Paper argues badly” and the transition into listener emails18:59 RSU sharks circling a listener with a large restricted stock payout19:48 Wealth managers aggressively targeting employees cashing out company stock20:47 Warning signs of commissioned annuity sales disguised as “help”21:48 Why concentrated company stock remains risky even after huge gains22:24 Recalling the advisor who openly admitted to a 10% annuity commission22:41 Retirement quiz follow-up and correcting a Roth 401(k) mistake23:01 Secure 2.0 technically allows Roth employer matches in 401(k)s24:09 Why most employers still don't offer Roth matching contributions24:36 Tax uncertainty and the value of maintaining both Roth and pre-tax accounts25:33 Tom admits he occasionally tells players when he missed a call as a referee26:05 Encouraging listeners to argue, ask questions, and engage with the show27:02 Offering free portfolio consultations without annuity sales pressure27:39 Joking about becoming annuity salesmen after all these yearsQuestions? Comments? Click!

In this master's class episode of the Smart Real Estate Coach Podcast, I sit down with Chris Miles for a timely conversation on passive income, financial freedom, and why so much traditional financial advice simply does not work for entrepreneurs, investors, and high-income earners who want real options. Chris is a cash flow expert, founder of Money Ripples, author of The Money Ripples Podcast, and someone who has retired twice before age 40 by focusing on acceleration over accumulation. That alone should get your attention.     We talk about why the old "save for 40 years and hope" model leaves too many people trapped, how Chris went from financial advisor to "anti-financial advisor," how he hit financial freedom at 28, lost it all during the 2008 crash, then rebuilt it again by 39. We also get into liquidity, passive-income strategy shifts, infinite banking, relationship capital, mastermind rooms, and why cash is king in today's market.    If you want to stop waiting for someday and start building a work-optional life through smarter investing and stronger cash flow, this episode is packed with perspective.   Key Talking Points of the Episode   00:00 Introduction 01:04 Who is Chris Miles? 02:02 Chris Miles' background as a financial advisor 04:20 Realizing the potential of real estate over mutual funds 06:05 Achieving financial freedom the first time 07:01 Facing financial loss and digging out of debt 08:05 Achieving financial freedom the second time 11:05 Identifying the ideal client for Cash Flow Strategy 12:15 The 3% Rule and limitations of traditional retirement accounts 14:02 Accelerating freedom through real estate lending and equity 16:43 Recent market shifts and the importance of liquidity 18:51 Strategies for storing cash outside of traditional banks 20:13 The power of proximity, masterminds, and community 23:13 The importance of borrowed credibility and relationships 25:00 How to connect with Chris Miles and Money Ripples 26:17 Announcement: 3 Paydays Live Event   Quotables   "It's acceleration, not accumulation. That's the secret."   "Whoever has the gold makes the rules."   "Because of AI, there's a bigger need for relationships."   Links   Money Ripples https://moneyripples.com/   Money Ripples Podcast https://moneyripples.com/podcast-2/   3 Paydays® Live https://3paydayslive.com/podcast   Free Discovery Call https://smartrealestatecoachpodcast.com/discovery   3 Paydays® System Mastery Course - Use coupon code for 50% off https://smartrealestatecoach.com/qls Coupon code: pod   Apprentice Program 3PaydaysApprentice.com/Podcast    Masterclass https://smartrealestatecoach.com/masterspodcast   3 Paydays Books https://3paydaysbooks.com/podcast   Partners https://smartrealestatecoach.com/podcastresources

On Wednesday's Morning Focus, Daragh Dolan was joined live in-studio once again by Tommy Corbett of Carey Corbett Financial Solutions. Tommy Corbett gives parents advice on preparing for the cost of third level education ahead of the Leaving Cert next week.

Hosted By: Justin Spitler CFP® & Joe Bert CFP® Justin Spitler CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 J.Spitler@FinancialGroup.com •  Joe@FinancialGroup.com The post Back to the Future: Financial advice for my younger self appeared first on On The Money Podcast.

On this episode: Some people retire with strong finances but still struggle—because retirement isn’t just about the numbers. Why are annuities suddenly gaining traction among retirees? Retirement withdrawals aren’t always rule-based—how you pull income can be more flexible than you might expect. Family inheritance plans can look simple on paper, but real-life dynamics often make them far more complicated. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

Everyone has financial opinions these days, especially famous authors, podcast hosts, billionaires, and TV personalities. In this episode, Trent and Brandon react to popular money advice from the big names and explore where some of these ideas make sense, where they may go too far, and why personal financial planning matters more than one-size-fits-all advice. Before you blindly follow another financial "guru," think critically about the advice you hear online. Here's some of what we discuss in this episode:

What if your retirement plan isn’t about stopping work at all? This episode with Damon Roberts & Matt Deaton explores why more people are choosing to keep working, how flexibility changes financial decisions, and the hidden pitfalls of Social Security timing and healthcare costs. It also tackles misinformation, scams, and the importance of building a strategy you can actually trust. 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.

Ever wonder why ten different people give ten different answers to the question, "How much money is enough?" In this episode, we look past the bank account and dive into the true root of financial freedom: your state of consciousness.We break down the fundamental shift between a scarcity mindset—where doubt and anxiety rule—and an abundance mindset, which is the radical trust that you will always have what you need precisely when you need it. Sharing powerful, eleventh-hour stories of synchronicity, from author Bronnie Ware's miraculous album funding to personal leaps of faith in Paris, this episode illustrates how the universe meets us when we step out on a limb.If you are currently navigating a financial valley, it might actually be a spiritual growth spurt in disguise. Learn how to stop chasing the outcome, shift your focus from tracking bills to creating value, and discover how serving others naturally unlocks the flow of abundance. Tune in to stop stressing over the "how" and start cultivating the presence, alignment, and enthusiasm needed to make a way out of no way.Send us a text message. We'd love to hear from you!

This week: A possible Covid-related tax refund, the demographic with the biggest student loan defaults, can AI help with your money….and All-things 529 plans and college savings with Patricia Roberts.Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.

This episode of The Road to Retirement focuses on the growing influence of “FinTalk” — financial advice shared through TikTok and social media platforms — and the impact it’s having on investors and retirees. Tripp Limehouse and Steve Sedahl discuss why more people are turning to influencers for financial guidance, the dangers of oversimplified online advice, and how emotional reactions to headlines can derail long-term retirement plans. They also highlight the positive side of social media, including increased awareness around investing, Roth IRAs, ETFs, and retirement planning for younger generations. Throughout the conversation, Tripp emphasizes the importance of personalized financial planning, fiduciary guidance, and having a written retirement plan tailored to each individual’s goals and risk tolerance. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Most people don't have a money problem. They have a vision problem. In this special edition of The Table, I'm breaking down the 4 money rules that took me from $6.32 in my bank account to building real wealth and financial peace.These 4 rules are pulled directly from my brand new book, Stop Living Paycheck to Paycheck: The Proven Path to Break Free from Debt, Build Real Wealth, and Live a Life Free on Any Income — releasing August 25, 2026.

What if the financial advice you've been following is holding you back? In this episode of Sharkpreneur, Seth Greene interviews Garrett Gunderson, Wealth Liberation Expert and Best-Selling Author, who challenges traditional financial advice and explains why entrepreneurs need a fundamentally different approach to money, investing, and growth. He shares how mindset, cash flow strategy, and investing in yourself can create sustainable wealth and true financial independence. Key Takeaways:→ Scarcity thinking leads entrepreneurs to shrink rather than grow. → Traditional financial advice often conflicts with entrepreneurial success. → Financial independence comes from consistent cash flow, not just from assets. → Investing in skills and capabilities often outperforms traditional investments. → Focus drives growth, whereas diversification protects wealth. Garrett Gunderson helps entrepreneurs build wealth with less stress, without sacrifice, and without being suffocated by spreadsheets that look like they were designed by NASA. Known as “Money Jesus,” Garrett uses humor, storytelling, and practical strategy to make money actually make sense. His Amazon Prime comedy special, The American Ream, proves he can turn even the driest financial concepts into something hilarious and unforgettable while still delivering life-changing insight. He's also a rare advisor who helps entrepreneurs save on taxes and keep way more of what they earn without cutting back. Garrett started his first business at 15 and earned the SBA Young Entrepreneur of the Year award. He later entered the field of finance. He quickly realized the truth: no one teaches entrepreneurs the wealth strategies that actually work. After navigating the 2000 crash with brutal honesty, he devoted his life to studying what the wealthy really do, which led to his signature Rockefeller Method. Today, he helps entrepreneurs achieve financial freedom without sacrificing the life they're building. Connect With Garret:Website: https://garrettgunderson.com/

Burnie and Ashley discuss serving concern, UK vs US POS habits, debit cards, credit cards, and getting the full financial picture.