Podcasts about your financial plan

Text us your financial questions!Henssler Money Talks — March 8, 2025  Season 39, Episode 10 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market's volatility. Despite only being down 5% from the all-time high, many investors want to pull back as emotions are driving their decision-making. We'll break down recency bias from the past two stellar market years and why short-term swings shouldn't dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high quality companies can make a difference. Focusing on specific sectors, the team considers a listener's question on the growth opportunities in the Utilities sector and take a closer look at our recent portfolio realignment in the Energy sector. After the break, the hosts discuss how some major insurers, which are facing growing losses because of the California wildfires, are pulling back from insuring lavish homes, making it harder for homeowners to find coverage. We'll look at how this affects consumers, homeowners, landlords, and insurance holdings in the portfolio. Timestamps and Chapters 5:27: Market Volatility, Emotions, and Your Financial Plan 24:22: Sector Focus: Utilities and Energy 38:11: California Wildfires and the Insurance Industry Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Part 6 - Your Financial Plan and Model. Set yourself up for financial success and Let's Do It!! Deb Field Quick Win Coach, Business Boss, an Keep-it-Simple CEO Join our private Facebook group https://www.facebook.com/groups/quickwinsforwomeninbusiness If you need support email me at support@quickwinsforbusiness.com  If you need to create your business model and set up your structured approach, go to https://quickwinsforbusiness.com/offer/ and grab the special 50% off price for this amazing session with me!! 100% money back guarantee!!     

What do you do first when you wake up in the morning? What do you do first when you start your work day? What do you do first when you receive money? The answers to these questions reveal a lot about our hearts. In this episode, we reveal 3 positive results we saw when we changed what we do first when we receive money. Want to transform your money story? What if you started with what you do first?!?!   Links mentioned in the episode: Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available) Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call   00:00 The Power of Prioritizing: Sarah's Story 02:57 Exploring the 12 Foundational Money Principles 04:22 The Principle of Putting First Things First 04:26 The Importance of Time and Money Management 11:15 Prioritizing Giving and Saving in Your Financial Plan 13:27 Overcoming the 'Yeah Buts' and Taking Control   Watch this episode on YouTube: https://youtu.be/YzGZiexz3pg 

"Equity Compensation and Your Financial Plan" dives into the complex world of stock options and stock units within the landscape of equity compensation. This episode of "Purposeful Planning" guides listeners through the stages of a professional career, from the early years of accumulation to the considerations for retirement, addressing the critical aspects of taxation and diversification. Join us as we navigate the nuances of making equity compensation work for you, ensuring it aligns seamlessly with your broader financial objectives. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

Navigating Safe Withdrawal Rates and the Role of RMDs in Your Financial Plan

Continue to follow along with our case study of the Smiths as John digs into the next step of the planning process, where he examines their financials and explains how they're progressing toward achieving their retirement goals. (7:46) Plus, we talk pensions (12:12) and Nvidia. (22:19)To register for our webinar on February 27, Why Estate Planning Is an Essential Part of Your Financial Plan, please click here- https://event.on24.com/wcc/r/4487703/2B99F72031CE20E43C187D3588F19C34?partnerref=radio Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Is your financial plan truly complete, or could it be missing something? Over the next three weeks, join John as he uses a common client situation to walk you through what a complete wealth plan should include and how having one can dramatically impact your retirement outlook. (8:54) Plus, Creative Planning Attorney Annie Rogers joins the show to clear up some common misconceptions about estate planning and show you how to ensure your needs are met. (13:47) To register for our webinar on February 27, Why Estate Planning Is an Essential Part of Your Financial Plan, please use this link. Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Betsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal student loan repayment plans, and the loophole that makes Parent Plus loans eligible for the SAVE plan. New-Home Sales Have Remained ResilientFedEx Missed Morningstar's ExpectationsMicrosoft's Activision Blizzard Buyout  Student Loan Repayments and “The Institute of Student Loan Advisors”How To Prepare for Student Loan Payments  Younger Borrowers vs. Older BorrowersShifting Student DebtRisks of Defaulting on Federal Student Loan Debt in RetirementThe SAVE Repayment PlanWhat Rising Bond Yields Mean for Investors Read about topics from this episode.  Incentives and Speculative Building Have Boosted New-Home Sales; We Now See More Starts in 2023FedEx Earnings: Global Package Demand Still Sluggish, but Ground Margins ImpressActivision Blizzard: Sale to Microsoft Will Likely Close in OctoberStudent Loan Repayments Are Back. What Does That Mean for Your Financial Plan?Information on Limited Forgiveness Opportunities and Repayment Restart What to watch from Morningstar.UAW Strike Raises Investor Risks3 of the Best Robo-Advisors, and One of the WorstStocks to Consider as the U.S. Pushes to Reclassify Cannabis“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal Read what our team is writing:Ivanna Hampton  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In this episode, we interview Laura Combs, a renowned financial advisor who has been recognized by the Thrive Awards, Forbes, and InvestmentNews. Laura's expertise in financial planning is matched by her passion for empowering women to take control of their finances and make informed decisions. She is a member of the steering committee for Mercer Advisors' InvestHERs women's initiative and a mentor for both Mercer's Mentorship program and the Leeds Professional Mentorship Program at the University of Colorado. Laura's unique perspective on money as a tool for achieving personal values and goals sets her apart in the world of financial planning. As more and more women take control of their finances, Laura's insights into financial decision-making are more relevant than ever. Tune in to hear her advice on how to achieve financial security and use money to live your best life. Links: Learn more about Mercer Advisors. Read Laura's article, The Power of Your Financial Plan. Learn more about Dollar For. Follow More Than Profit on Twitter and LinkedIn!

Welcome to the Evolvepreneur (After Hours) Show I am your Special Host Mechelle McDonald Join me today where we dig deep with our guests and get you the best concepts and strategies to fast-track your business. My very special guest today is Lucas Thomas ... For almost a decade, Lucas Thomas has been helping people create wealth, generate passive-income, and ultimately become existence masters. If ​YOU need help building, implementing, and executing YOUR FINANCIAL PLAN, Lucas can help you make it all a reality. Having years of expertise in Real Estate, Paper Assets (Stocks, REITS, Seller Finances, Note-Making, etc.), and Business Creation (Serial Entrepreneur.), he has a holistic knowledge that can help you build your Portfolio of Wealth without having to take on any unnecessary risk. If their is a yield, Lucas Thomas has gleaned it!

Volatility, Risk and Your Financial Plan

Alex Barker talks about why pharmacists should negotiate their salary and benefits, benefits of negotiation, and 2 negotiation tips. Mentioned on the Show YFP Planning: Financial Planning for Pharmacists Book a free Discovery Call with YFP Planning Get Your Free Copy of A Pharmacist's Guide to Salary and Benefit Negotiation by Email: support@thehappypharmd.com YFP 205: Current State of the Pharmacy Job Market U.S. Bureau of Labor Statistics, Occupational Outlook Handbook: Pharmacists Join the YFP Facebook Group The Happy PharmD Glassdoor Indeed Mercer Salary Surveys & Pay Data  Never Split the Difference: Negotiating as if Your Life Depended on It by Chris Voss YFP 166: Why Negotiation is an Important Part of Your Financial Plan

Paul Merriman interviews Larry Swedroe, renowned speaker and prolific writer on the science of investing, about his new, updated book, The Complete Guide to a Successful and Secure Retirement. But the discussion focuses on the validity of Bitcoin and other cryptocurrencies, including the Dogecoin, the $36 billion dollar joke. Larry wrote a blog about cryptocurrencies in 2017. He stands by those statements. The interview also covers the following topics: investor challenges with markets at very high prices and lower expected future returns Historically low bond yields and low expected future returns Steps investors should take to live in a period of lower expected returns Additionally, Larry responds to questions from Paul and viewers about asset allocation, asset location for stocks and bonds, distribution limits, Roth conversions, considering Social Security as a bond, his own favorite asset allocation, future premiums for value and small cap asset classes, the importance of working with a fiduciary, the value of a family financial mission statement, how much to share with family members, reverse mortgages, the use of Monte Carlo studies, the role of annuities and many more important issues. Read Larry’s article, “How to Treat Social Security and Your Home in Your Financial Plan,” which addresses how investors should consider Social Security in regards to their equity/bond asset allocation. Paul strongly recommends the 2021 update of Larry’s book, The Complete Guide to a Successful and Secure Retirement, citing that investors will benefit from becoming aware of and avoiding at least 25 mistakes… every one of which is potentially a life-changing move. This conversation was part of a free series Financial Literacy Month presentations, “Taking Control of Your Financial Future,” co-sponsored by The Merriman Financial Education Foundation, the Bainbridge Community Foundation and Library U, a program of the Bainbridge Public Library.

SixPoint Financial Partners is built upon six planning pillars that will point you towards a brighter financial future.  In this episode, join David Pulcini as he breaks down these key pillars by detailing the story behind SixPoint Financial and how it cultivated its focus on delivering top-notch financial services to clients. In this episode, you … Continue reading Episode 2 — The Six Points of Your Financial Plan →

When I just finished surgical residency, I took a job with a cosmetic surgery company for a few months before realizing that I was not employee material. It was a hodgepodge group of surgeons there. Some of us were younger guys who recently finished training and were looking for experience. There were also a couple […] The post 245: Back to Basics: Where to Start with Your Financial Plan! appeared first on Wealth Formula.

In episode 301 of Financially Simple, Justin looks at the expected ROI when calculating your Wealth Gap. Few things are constant especially in the world of finance, and it is important to bear that in mind when considering your investment returns as the markets fluctuate up and down going through their various cycles. In this episode, Justin goes over the factors and types of cycles that can affect your investments, and how best to approach these uncertain market conditions. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:50 - What ROI Should I Assume When Calculating My Wealth Gap 02:23 - Investment Assumptions 04:29 - Timeframes Matter 07:28 - Dividend Rates 09:41 - Economic Cycles 12:48 - Business Cycles 14:49 - Cycle-Type Investing 19:14 - The Glide Path of Your Financial Plan 23:09 - Summary   RESOURCES: Financially Simple Educational Website Financially Simple on YouTube Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9. Subscribe to the Financially Simple Newsletter Ask Justin a Question NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit   _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

Real Estate and Your Financial Plan, Part 2 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about real estate and how it can fit into your financial plan. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (h(ttps://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Real Estate and Your Financial Plan, Part 1 This week join Alyssa McNamara Reed the her guest Sharon McNamara of Boston Connect Real Estate for a discussion about real estate and how it can fit into your financial plan. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Sharon McNamara is a Broker/Owner of Boston Connect Real Estate (https://www.bostonconnect.com), an Empowerment T.E.A.M. Leader, and a Real Estate Sales & Marketing Advisor. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Retirement:  10 Must-Haves for Your Financial Plan to Work When You Stop Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Are you ready for retirement? You say: “No way man, I’m still young!” or “I’ll never retire, I love what I do!” All good points–congratulations on having a great attitude. (smile) The other day the Wall Street Journal released an article discussing how the generation of Baby-Boomers are entering retirement the “least prepared” of any generation in history (see story here: https://on.wsj.com/2lKi3M0

In Part 1 of this two-part series on Finding Your Why, Tim Baker, CFP, interviews YFP Founder Tim Ulbrich and his wife, Jess Ulbrich, by asking them three life planning questions that challenge them to uncover their beliefs about money, their long-term financial goals and ultimately, why they want to achieve financial freedom. In this two-part series, Tim & Jess Ulbrich invite the listeners into their Find Your Why client meeting with Tim Baker, CFP. Featured on the Show Don't Waste Your Life by John Piper Radical by David Platt 3 Questions That Can Provide a Spark for Your Financial Plan by Scott Spann of Forbes.

FCR 222 Where Should You Go for Your Financial Plan? by Chris Bulman