A podcast for growth-minded financial advisors
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CFP® Podcasts
Invest smarter, master your money, live & give more
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Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you're approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
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Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.
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Financial Q&A Show - Financial Advisor Jayson Thornton, CFP - REACTS to your Money Questions *Disclaimer* Financial Coaching during the podcast is NOT personal investment advice, No CFP-Client relationship is established by submitting a question to the show. https://www.pocketwatcher.net [email protected] ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Invest for a Sustainable Future
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On this finance podcast for Millennials, Kevin Mahoney, CFP® connects personal finance advice to specific steps you can take toward greater financial wellness. Are you among the many Millennials ready for more financial clarity and confidence?
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Invest for a Sustainable Future
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Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
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Canadian Family Physician (CFP) is Canada's only peer reviewed family medicine journal. Join Dr. Nick Pimlott, Editor of CFP, and Dr. David Ponka, Associate Editor of CFP, as they interview contributing authors to the journal each month. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to TaylorMade Retirement! Featuring Taylor Demars, a 3rd-generation financial advisor and CFP®, this podcast explores what it really takes to build a retirement that works- for your money and your life. Each episode breaks down strategies, stories, and steps to help listeners approach retirement with clarity and confidence. From cutting taxes to avoiding common retirement traps, Taylor draws on decades of family expertise to make complex financial ideas easy to understand. Because li ...
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Welcome to The Retirement Fiduciary Podcast! Your classroom for no BS financial education. A place where we have authentic discussions about retirement planning, investment management, tax reduction strategies, insurance, estate planning, and more. Thanks for listening & please be sure to SUBSCRIBE! Hosted by Adam Koos, CFP®, CMT® of Libertas Wealth.
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Safer Retirement Radio is where you can get the transparency you deserve®. Whether you are currently retired or plan to retire soon, this show is full of retirement tips that can help you get thousands of extra dollars in and out of your retirement. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it au ...
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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Weekly College football coverage and breakdown
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Douglas Goldstein, CFP® contributes a weekly piece to "The Jerusalem Post" about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and "nefesh b nefesh" folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
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Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.
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Canadian Football coverage with a wide variety of voices to fit your listening needs. Follow us @CFPerspective on Twitter and Instagram for all CFP updates!
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Hey there, and welcome to the Financially Fit Couple! This podcast is all about answering the questions busy, married couples find themselves asking about their finances. I’m Matthew Gray, your host and a Certified Financial Planner. Join me as I interview topic experts and other couples just like you to find out how to pursue your goals and live financially healthy lives. Let’s get started!
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you ...
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Why Better Questions Build Better Retirements
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We’ve all been told there’s no such thing as a bad question, but in retirement planning, how you ask the question can completely change the answer you get. Taylor breaks down why better-framed questions lead to clearer guidance, smarter strategies, and a plan that fits your life. Tune in to find out which questions could reshape your entire retirem…
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How to Navigate Current Economic Conditions: Managing Your Money Well Through Uncertain Times
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Whether you're worried about losing your job, concerned about your investments, or just feeling uncertain about the economy, this episode gives you a clear action plan to turn anxiety into productive financial decisions. "How do I navigate the current economic uncertainty?" This was the most-requested topic at a recent conference we attended. If yo…
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Episode 546: The Financial Physician November 30, 2025
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Completing Your Financial Physical Gold And Silver Soar To New Heights Does Campbell's Soup Contain 3D Printed Chicken? A Campbell's Exec Says Yes! Fallout From The Sedition Six Continues Is Trump Preparing For UFO Disclosure? National Guard Shooting Is Biden's Fault And Much More!!!
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Tax Planning To and Through Early Retirement with Cody Garrett, CFP®, Ep 166
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What does it really take to plan your taxes to - and through - early retirement? In this week's episode, Dr. Jay sits down with Certified Financial Planner® and author Cody Garrett to unpack the key ideas from Cody’s new book, Measure Twice, Money Once. Together, they explore how intentional tax planning can turn early retirement from a financial d…
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How Long Will Your Money Last? The Real Math Behind Retirement Success
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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most retirees worry about whether their money will last—but few understand the real variables that determine success. In this episode, we go beyond the usual “spend less, earn more” advice and unpack the math that truly drives a sustainable ret…
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Pouring Out Without Burning Out: A Catholic Approach to Work-Life Balance | Nick Orenduff & Charlie Horonzy
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Today, Ben sits down with fellow Catholic financial planners Nick Orenduff and Charlie Horonzy for a rich roundtable on what it truly means to live a generous, ordered, and faith-centered life. Together, they wrestle with the tension between self-giving and self-preservation—how to pour ourselves out for God, family, and community without crossing …
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When to Make Changes to Your Retirement Investments
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Volatile markets can be scary and can create worry. When should you make changes to your investments? I’ll discuss timing and strategy in this episode.Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive g…
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In this episode of Middle Class Millionaire, John dives into how the financial advisory industry is evolving beyond traditional investment management. He discusses why true value comes from holistic financial planning- covering foundational principles, insurance, investing, tax, retirement, and estate planning- and how advisors can better serve cli…
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Aliyah Finance 101 What to Do Before and After You Move
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Ready to make your move to Israel without wrecking your finances? Don't let rushed decisions leave you stuck with frozen accounts, tax penalties, and missed opportunities. Learn how to keep your U.S. investments working for you while making aliyah, how to avoid costly mistakes, and why planning ahead is the key to financial success. Get the tips yo…
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What Does "Comfortable" Actually Look Like in Retirement?
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We hear this all the time—'I just want to feel comfortable in retirement.' But what does that actually mean? Is it a number? A lifestyle? Just peace of mind? That idea of 'comfort' comes up in so many planning conversations, and today we're unpacking what it really looks like—because it's probably not what most people expect.…
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Is it Hard to make $100 Million Last a Lifetime? (Odell Beckham Jr) - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about the comment made by Odell Beckham Jr, Is it Hard to make $100 Million Last a Lifetime? AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FIN…
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I Wasted Years in MLM and Now My Cousin calls me a HATER! - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about leaving MLM and rebuilding your financial life.AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.pocketw…
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My Roommate Ghosted Me for Her Baby Daddy & Now I'm Facing Eviction! - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about facing eviction.AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.pocketwatcher.net/*DISCLAIMER*Financia…
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Inbox Question | Managing Allocation Across Many Accounts
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Scott finds it difficult to manage asset allocation and buckets across multiple accounts and asks for an efficient way to coordinate everything. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at https://carrolladvisory.co/podcast1 📍Cont…
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Understanding 2026 Housing Pressure Points and Finding Your “Enough” Number for Retirement
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See what 2026’s housing costs and mortgage rates might mean for your homebuying plans and learn when you can safely coast on retirement savings. How is the housing market reshaping homebuying going into 2026? When can you stop saving for retirement and still feel confident about your future? Hosts Sean Pyles and Elizabeth Ayoola discuss Coast FI an…
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Retired at 50 Freedom, Guilt… and What No One Tells You | Retirement Reality
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Retiring at 50 sounds bold, almost unthinkable for most people, but for Kent, it was the only decision that made sense once life, loss, and perspective pushed everything into focus. In this conversation, he sits down with James Conole, CFP®, to share the honest story behind leaving work two decades earlier than expected. Kent talks about saving fro…
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Do THIS to Fix Your Finances in 2026
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Your net worth is one of the most important numbers to understand your financial picture. We're not talking back of the napkin math, we are talking about finding the exact number you're at right now to get a handle on where you're heading for the future. After that, we're answering your financial questions and that's right - it is a TUMBLER DAY! …
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E284: Key Financial Numbers for 2026 – What Changed and What It Means for You
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Staying ahead of the numbers that affect your financial planning can save you money and stress. As we move into 2026, several important contribution limits, tax brackets, and thresholds have been adjusted for inflation.By Michael Reynolds, CFP®
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Cognitive Behavioral Tools for Everyday Life with Judith Belmont
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John sits down with mental health coach, author, and speaker Judith Belmont to unpack why our thoughts shape so much of how we feel, and what we can actually do about it. Judy breaks down Cognitive Behavioral Therapy (CBT) in a practical, down-to-earth way, from spotting cognitive distortions to managing anxiety, reframing stress, and building real…
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The "Die With Zero" Dilemma: Can Don Learn to Spend?, Ep 167
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Join us for a fascinating conversation with Don, a disciplined saver who's embracing the "Die With Zero" philosophy but finding it hard to shift gears! We dive into his journey of planning generous gifts to family and charities now, rather than later, and the mental gymnastics required to actually spend the money he's so diligently saved. We also t…
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All-Canadian - Vanier and OFSSA Recaps + Wedding Week
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Connor and Wade are back for one final podcast before Connor's wedding! The pair is here to recap the Vanier Cup after a busy two weeks as well as discuss Ontario High School Football and the OFSAA Bowl Series that happened in Guelph a week ago! Subscribe, share and leave a comment to let us know your thoughts!…
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Chris’s Summary Jim and I review the QLAC 1098-Q and walk through how this form reports premiums, fair market value, and contract status. We compare it to Form 5498, outline how the fair market value and excess annuity payments can be used under Secure Act 2 Section 205 with other IRAs, explore the age-85 and surviving-spouse reporting rules, and t…
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Learn one of the most reliable ways of increasing your happiness when it comes to your money. Free Kindle Books from Dr. Daniel Crosby - Until the end of December 2025 1. The Behavioural Investor 2. The Soul of Wealth: 50 Reflections on Money and Meaning 3. The Laws of Wealth 🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing 🗣️ I wa…
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We've always championed the long-term view of budgeting, but what if thinking about your money daily is the real secret to financial control? This week, we explore the idea of micro-timeframe spending: Is hyper-focusing on every 24 hours empowering and key to hitting your goals, or is it a recipe for driving yourself completely nuts? We'll reveal h…
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Episode 300: How To Get More Done by Doing Less (Yes, Really) with Dr. Natalie Nixon
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Creativity isn’t just inspiration — it’s a practical tool for better work, clearer thinking, and a more sustainable career. For our 300th episode, Melissa Joy, CFP®, sits down with Dr. Natalie Nixon, CEO of Figure 8 Thinking and author of Move, Think, Rest, to rethink productivity and build a healthier operating rhythm for the year ahead. Natalie d…
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Less Than You Think? Savings 10, 5 and 1 Year Before Retirement
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Today, Taylor shares strategies that traditional planning overlooks, especially in the final 10, 5, and 1 years before retirement. LTC Calculator: https://www.carescout.com/cost-of-care Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here Che…
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Financial Planning When to Merge Assets in a Second Marriage
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Second marriage brings love, family, and... a whole new set of financial questions. Ready to tackle the tricky money stuff without the drama? Learn how to decide if you should combine your assets or keep them separate, avoid costly mistakes, and build a solid financial future together. Take control and keep your money—and your marriage—on the right…
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Help, My Mom Got Scammed for $1,400…Now they are Coming for Me! - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to question about IRS Impersonation Scams.AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.pocketwatcher.net/*Disclaimer*Fi…
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I'm Down $6,000 on Sports Betting. What should I do? - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about Sports Betting and Debt.AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.pocketwatcher.net/*Disclaimer*…
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I Just Got Convicted for PPP Loan Fraud! What Should I Do? - Financial Advisor Q&A
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about PPP Loan Fraud.AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.pocketwatcher.net/*Disclaimer*Financial…
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Episode 18 | How to Talk to Your Kids About Money: Tools for Every Age
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Episode Title: How to Talk to Your Kids About Money: Tools for Every Age In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money. From preschoolers learning the basics of saving, spending, and giv…
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Alternative investments, planning to retire early, and planning for the realities of long term care
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Dr. Dan and Daniel discuss alternative investments, planning to retire early, and planning for the realities of long term care. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
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Financial Advisors React to INSANE Money Clips
13:41
13:41
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We've got a rapid-fire, laugh-out-loud reaction to the wild money moves circulating online and a reminder that just because something sounds normal on the internet doesn’t mean it’s smart in real life. We unpack the hidden costs behind flashy decisions, the myths people tell themselves to justify them, and the simple principles that keep you from g…
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In this episode, Devin and John break down the key tax and retirement planning changes coming in 2026 and what they mean for your income, benefits, and long term strategy. We cover the latest Social Security COLA update, the expected increase to Medicare Part B premiums, and the new Social Security earnings test thresholds. We also walk through the…
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Retirees Only Spend 2.1% Per Year [Rebroadcast]
15:23
15:23
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15:23
Click here to work with us! Many retirees enter their golden years with the goal of financial security, but what if the biggest risk isn't running out of money—it's not spending enough of it? A surprising new study reveals that retirees are withdrawing just 2% a year from their savings—barely half of what's traditionally considered safe. This cauti…
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Master Multiple Credit Cards Without Tanking Your Credit Score (Plus: Giving Tuesday Tips)
35:52
35:52
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35:52
Learn how to donate effectively for Giving Tuesday and juggle multiple credit cards without hurting your credit score. How can you donate more intentionally on Giving Tuesday without blowing your budget? Does having multiple credit cards hurt your credit score? Hosts Elizabeth Ayoola and Sean Pyles discuss charitable giving and credit card manageme…
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Market Update and Strategies for Volatility
18:44
18:44
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18:44
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the November market update and how recent events have shaped the stock market volatility investors have experienced. From a tense government shutdown to missing economic data, rising interest rates, and uncertainty around inflation and investing, November brought no short…
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Parenting and Portfolios: Are Your Folks Making Costly Mistakes?
28:38
28:38
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28:38
Talking to your parents about money may be the most awkward conversation you ever have—right up there with “the talk” from your teenage years—but avoiding it can cost your family serious time, stress, and money. In this episode of Five Minute Finance, Mike Morton and host Matt Robison break the topic into five practical areas: organizing your paren…
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Season 17: Episode 24:How Real Estate Investing Led to Owning an Event Venue
50:01
50:01
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50:01
Today's guest, Brad Smith, is a lifelong adventurer- married to his wife, Beth, since 1988, father of three adult children, and a competitive athlete who's spent decades on the tennis and squash courts and is now an active pickleball player and college squash official. He's been investing in real estate since age 19, owning hundreds of units over t…
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Don’t Wait Until 70 for Social Security Unless You Hear This First
8:57
8:57
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Think waiting until 70 is the gold standard for Social Security? We dig into the real math behind delayed retirement credits and the hidden trade-offs that rarely make it into the headlines. Drawing on years of planning experience and two vivid case studies, we show how the “bigger check later” can either amplify your lifetime income or quietly dra…
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After being a stay at home mom and not saving for a decade, I'm looking to make up for lost time. Am I being too aggressive? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money N…
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My husband and I have a two-year old and we are now thinking about leaving NYC and buying a house in Upstate New York. Can we do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Ji…
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IRMAA Brackets and QLACs: Q&A #2548
1:20:21
1:20:21
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Jim and Chris discuss listener questions on IRMAA brackets and several QLAC topics including RMD interaction, suitability, payout values, and purchase timing. (19:30) A listener wonders if their lower 2024 income will automatically reduce their 2026 IRMAA even though it doesn’t qualify for an SS-44, or if they must contact the SSA. (25:15) George a…
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My Divorce and New BMW are Killing Me Financially. What should I do? - Financial Advisor Q&A
16:23
16:23
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16:23
Financial Advisor Jayson Thornton, CFP -- REACTS -- question about dealing with a Divorce, Big Auto Loan and Credit Card Debt.AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.…
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I Co-Signed for my Cousin's Car, Now I Owe $8,000! What Should I do? - Financial Advisor Q&A
22:04
22:04
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about Family Beef over Co-Signing for Debt.AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.pocketwatcher.net…
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I Lost My $50,000 401K Day Trading! What Should I Do? - Financial Advisor Q&A
26:29
26:29
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about day trading and losing a $50K 401K.AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.pocketwatcher.net/*…
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"I've missed 2 car payments on my Hellcat. What Should I Do?! - Financial Advisor Q&A
16:09
16:09
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to question about missing car payments and preventing a car repossession.AI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.p…
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I Got Scammed for $2,500! What Should I Do? - Financial Advisor Q&A
25:31
25:31
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Financial Advisor Jayson Thornton, CFP -- REACTS -- to a question about what to do if you get scammed by someone onlineAI Re-Enactment of REAL question submitted by a subscriber. Got Money Questions? Ask JThttps://www.pocketwatcher.net/FREE Consultation!https://www.thornton-financial.com/free-consult FREE FINANCIAL PLANNING APP -https://app.pocketw…
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