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Money Guy Show

Brian Preston and Bo Hanson

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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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Money Wisdom

Joel Johnson

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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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She's On The Money

Victoria Devine

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Australia’s #1 finance podcast. Ready to take control of your money without the stress (or boring lectures)? This is the show for you. Hosted by award-winning financial expert and your ultimate money hype girl, Victoria Devine, SOTM makes personal finance relatable, empowering, and —yes—actually fun. Join a community of 400,000+ smashing their financial goals, from buying their first property to learning to invest, levelling up their careers, or tackling budgeting, saving and debt— all witho ...
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Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

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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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Nickels and Dimes: Finding Financial Freedom with Natalie Kime is a podcast dedicated to helping the sandwich generation achieve financial literacy and security. Hosted by financial professional and coach Natalie Kime, this show provides practical guidance and empathetic support for individuals juggling the competing financial demands of caring for aging parents and children while planning for their own comfortable retirement. Natalie's mission is to empower her clients to set and achieve th ...
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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Smart Wealth and Retirement

Jim Martin & Casey Bibb

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Smart Wealth and Retirement is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment deci ...
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The Sugar Daddy Podcast

The Sugar Daddy Podcast

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Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other. ...
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The Policy Project

Mint - HT Smartcast

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Policybazaar UAE invites you to be part of ‘The Policy Project’, a captivating podcast series that explores the influence of finance and insurance on our day-to-day lives. Our mission is to provide our listeners with the information they need to make educated decisions and remain abreast of the ever-evolving banking and insurance market. Whether you’re a student, a working professional, or someone who’s simply intrigued by the industry, there’s something here for everyone. Tune in to join ou ...
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Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement incom ...
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Show Me The Money

Floyd Financial Group

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Listen as Randy and Jake Floyd share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Just click on any of the shows to listen on-demand,
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Money Stories

In Financial Services

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Money Stories by In Financial Services shares the real money journeys of everyday people—the wins, losses, and lessons learned. Each episode spotlights guests from all walks of life, diving into how their upbringings and early money choices shaped their financial paths. From budgeting tips to investment strategies, they offer practical advice and insights to help you build wealth and take control of your financial future. With a focus on Empowering Financial Dreams, Money Stories proves that ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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Following the success of Damian Collins’ Amazon Best-Selling book, Property Investing Roadmap: How to build an income from property for life, this podcast uncovers the world of property investing through engaging conversations and expert insights. Join host Damian Collins as he guides you through the full spectrum of property-related choices, from how to buy your first rental property through to sophisticated strategies such as leveraging equity, property development, and diversifying a port ...
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Wealth On Main Street

Richard Canfield & Jayson Lowe

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Welcome to the Wealth On Main Street podcast, a North American guide to building dependable wealth. Join Richard Canfield and Jayson Lowe as they unlock the secrets to creating financial peace of mind in an uncertain world. Discover the strategies and mindsets for a financial future you can bank on. Discussing The Infinite Banking Concept and strategy of Becoming Your Own Banker in Canada and the USA as only Canucks Can! Formally known as Wealth Without Bay Street, Richard and Jayson polled ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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The Broker's Lounge

Link Wealth Finance

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Welcome to The Broker’s Lounge with Eddie & Carlo - the podcast where we make the world of mortgages and finance feel a whole lot less intimidating. If you’re here, chances are you’re thinking about buying a home, maybe your first, or maybe you’ve been down this road before. Either way, you’re in the right place. So, who are we? We’re Eddie and Carlo, two senior mortgage brokers from Link Wealth Finance with over 30 years combined experience helping people just like you navigate the sometime ...
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Healthy Love and Money

Ed Coambs - Therapy-Informed Financial Planning™

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Why did you spend so much money on… Couples have fights, disagreements, and misunderstandings about money all the time. This is normal, but is it healthy for your relationship? The solutions to money differences are not always as apparent as smart couples would think. Listen to incredible interviews with financial therapists, couples therapists, and financial planning experts to learn, heal, and grow your way through your most resentment-building financial differences. There is no need to ex ...
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Are you overwhelmed by the constant juggle of scaling your business and managing your personal finances? Tired of the cycle of over-saving, splurging, and guilt after every big purchase? Or maybe you’re always second-guessing your financial decisions, wondering if you’re doing enough to build wealth and secure your future? Hey girl hey…welcome! The Financial Confidence for High-Achieving Women podcast is where we’ll dive deep into positive money mindset, wealth-building strategies, and inten ...
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From bankruptcy to Big Tech leadership, join David Kim on a journey through financial recovery and wealth building that goes beyond theory to real-world strategies that work. In "The Real Money Pathway," host David Kim shares his raw and transformative journey from Marine Corps service through corporate success, devastating bankruptcy, and ultimately to senior leadership at a major tech company. This isn't just another financial advice podcast—it's a comprehensive guide built from hard-won e ...
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🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Inf ...
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Everlake: Insightful Wealth Management Advice

Marc Westlake & John McNicholas (Everlake.ie)

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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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Build a brand that stands out—so you can move up‑market, attract ideal clients, and make a bigger difference. Welcome to The Advisor Edge, the weekly show for planning‑first financial advisors and wealth‑management leaders who refuse to sound like everyone else. Host Chris Smith—former advisor and CEO of The PSBLTY Co.—shares battle‑tested frameworks, candid stories, and real‑world interviews that help you: – Craft a magnetic brand narrative your dream clients can’t ignore – Win higher‑value ...
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Loans Elevated

The Lassig Team at CrossCountry Mortgage

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Top 1% Loan Officer Nationwide, Broch Lassig, is bringing you his knowledge of the industry, business tips, and real estate strategies along side TJ Heidenreich and Ryan King from The Lassig Team. So whether you are buying your first home, a loan officer yourself, or looking for your 3rd investment property, we have something for all of you. Helping you create wealth through homeownership.
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Welcome to Passive With Property – your trusted source for no-fluff, high-impact property investment insights in Australia. Hosted by Dragan Dimovski, a Qualified Property Investment Adviser and seasoned buyer’s agent with over 20 years of experience, this podcast cuts through the noise to deliver real strategies that build real wealth. Each episode dives into smart investing tactics, suburb analysis, finance strategies, and insider tips — featuring guest experts like mortgage brokers, devel ...
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Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madh ...
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In the spirit of Robert Kiyosaki’s Rich Dad Poor Dad and Gary Keller’s Millionaire Real Estate Investor, and as an alternate to the Dave Ramsey, Jim Cramer, Motley Fool and Suze Orman shows, Matt Theriault, real estate investor, entrepreneur and author will show you how to create wealth through conventional and creative real estate investing while improving your financial education so you will have the option to realistically retire in the next ten years, or less… and enjoy the good life whi ...
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The go-to podcast for Australians living abroad who want to take control of their finances and make the most of their expat experience. Hosted by Mitchell Kelsey, a Financial Adviser at Runway Wealth Management—one of the leading firms specializing in financial advice for Aussie expats—this podcast dives into expert insights, strategies, and real-life stories. Each episode features conversations with professionals from various industries, along with Mitchell’s own firsthand advice, helping y ...
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The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week’s news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting. AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have ...
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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NoBS Wealth

Stoy Hall, CFP®

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Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step. We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life ...
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Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. ...
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Welcome to Kick It Open—the podcast for financial advisors and wealth management professionals ready to break free from limits, build thriving practices, and take control of their success. The wealth management industry is evolving fast, with AI, new fee models, shifting client expectations, and emerging business structures reshaping the landscape. Staying ahead means embracing change and kicking open the doors to opportunity. Each episode features bold conversations with top advisors and in ...
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Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis

Dale Gillham: Share Market Analyst, Share Market Educator, Professional Trader and Investor

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Thinking about wealth creation by trading or investing in the stock market? Learn all about the stock market and get started stock trading and investing with the Talking Wealth podcast. Hosted by the expert stock market analysts at Wealth Within, Dale Gillham and Janine Cox, the Talking Wealth podcast is a must-listen for all new and experienced traders and investors alike. The Wealth Within team provide you with a healthy dose of trading and investing education, wealth creation strategies, ...
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Everyone would love to start earning money in the most convenient and fulfilling ways possible. Of course, it would be nice to earn while still having enough time and energy to achieve a financially secure future. However, beginning your wealth-building journey is more complicated than it seems. What is the first step you must take? How can you deal with your debts properly? And how can you use your money to live the life you truly deserve? Welcome to Wealth Acceleration Podcast, the podcast ...
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The Wealth Journey

Citadel Wealth Management

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Hosted by Nishlen Govender | Featuring Citadel Experts At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions. Welcome to The Wealth Journey, a podcast series where we explore life’s milestones an ...
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Across the Pond

Plan First Wealth

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A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
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This show is created for anybody interested in being financially free and understanding the benefits of generating passive income through long-term investing. The common goal is to reach your time-freedom point (ASAP) and no longer have to exchange time for money. If you find yourself craving early retirement, seeking answers, struggling to take that first step, or just look for new information, you need to tune in! Join Axel and special guests as they discuss many different success strategi ...
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🏡 Welcome to Home and Finance Insights – your go-to podcast for smart strategies on homeownership and financial success. Hosted by industry veteran Kevin Mathews, this show dives deep into home loans, insurance, real estate, tax planning, and building wealth through property ownership. Each episode features interviews with trusted experts who share real-world tips to help you make smarter decisions, avoid costly mistakes, and maximize your home’s value. 🎯 Whether you're buying your first hom ...
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Money can turn your dreams into reality. Earn, save and live your life just the way you want it. Simple, isn't it? Or maybe not so simple? It takes time, expertise, experience and never-ending vigilance to make your hard-earned money do your bidding. Here is Lovaii Navlakhi who brings you all of those to make it simple for you. Among the first certified financial planners in India and the first financial transitionist in Asia, he is passionate about helping you grow your money through dips a ...
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Discover the insider secrets of real estate investing and unlock your path to financial freedom with the Get Creative Podcast with Pace Morby. Join Pace and industry experts as they share invaluable tips, creative finance strategies, and success stories to help you thrive in the competitive world of real estate investing. Whether you’re a seasoned investor or just starting out, our podcast provides actionable insights to accelerate your journey towards wealth and independence. Tune in now an ...
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, Matt, Lauren, and Rabih discuss the latest trade deal with China and its potential impact on tariffs and consumer prices. They examine rising geopolitical tensions between Israel and Iran and what th…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, Matt and Rabih dive into a mix of timely economic news and patriotic fun. They break down the latest trade developments involving the U.S., China, and Vietnam, and unpack the potential ripple effects…
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Medicare may feel overwhelming, but this fast-paced episode breaks down what you really need to know in just 10 minutes. In this episode, Nick and Jake walk you through the basics: when you're eligible, how enrollment works, and what each part (A, B, C, D) actually covers. They also explain the difference between Medicare Advantage and Original Med…
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The episode provides a critical analysis of the current sociopolitical and economic issues plaguing America's largest cities, attributing significant blame to immigration and policy failures. Highlighting stark statistics and trends, Matt discusses the major challenges facing Philadelphia, New York City, Chicago, San Francisco, and Los Angeles, wit…
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Most people know they should have a financial plan, but what should that plan actually look like? We break down a personalized financial strategy for every decade: 20s, 30s, 40s, and 50s+. You’ll learn how to overcome key challenges, build smart habits, and make the most of your time, money, and opportunity. From wealth multipliers and Roth IRAs to…
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As we celebrate Independence Day, it’s time to reflect on what freedom really means—not just in life, but in our finances. In this episode, Wade Reed explores the powerful connection between freedom and responsibility, and how chasing one without the other leads to chaos—especially with money. You’ll hear: Why true financial freedom demands steward…
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You’re earning more, budgeting better, and technically doing everything right... so why does spending still make you feel like you’re one click away from financial ruin? In this week's ep, we're unpacking the inner broke girl energy that so many of us carry (even when our bank balance says otherwise). Sometimes it's not your budget that needs a glo…
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In this episode of the Get Creative podcast, host Jordan Wittenburg interviews Gabriel Harris, a full-time real estate investor who transitioned from a trucking background to creative real estate investing. Gabriel shares his journey, highlighting the importance of community, the intricacies of the Morby method, and the role of transactional fundin…
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In this eye-opening episode, discover the harsh reality behind why intelligent individuals often remain financially stagnant while others with seemingly fewer qualifications thrive. Matt explores the phenomenon where overplanning and fear of failure hold back smart people, referencing insights from Nobel Prize winners Daniel Kahneman and Herbert Si…
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Learn how to navigate gas prices this summer, then hear how to make your money work after retiring early and moving abroad. What’s going on with gas prices this summer? How can early retirees turn their savings into income abroad? Hosts Sean Pyles and Elizabeth Ayoola discuss gas price trends and smart investment options for early retirees to help …
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This week, Fil and Pedro explore whether stablecoins like USDC are set to revolutionize the financial world following Circle’s explosive IPO and stock surge. They explain what stablecoins are, how they’re different from other cryptocurrencies, and why regulations like the GENIUS Act are driving their momentum. Plus, they share how you can get invol…
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Send us a text Everyone’s talking about affordability, but most of the conversation is dead wrong. It’s not just about the monthly payment. It’s about control, stability, and long-term financial leverage. In this episode of F.U.E.L. by Loans Elevated, we sit down with real estate agent (and former compliance officer) Jon Bass to unpack the real def…
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Wealth On Main Street 278: Attracting Clients by Owning Your True Value with Derrick Kinney You don’t need to shout to be seen. The most successful advisors aren’t chasing clients or begging for attention. Instead, they’re drawing people in naturally—with confidence, clarity, and a deep conviction that their work creates real impact. When your mess…
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Pace is joined by Brian Madsen to jump in and learn all about how he's housing veterans, fighting the housing crisis, and future-proofing real estate—all through seller financing and container home innovation! This is more than a project…it’s a movement for change... This is real estate with true impact! ➡️ Learn the Simplest Strategy to Get into R…
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In today’s episode, learn how to close real estate deals without relying on banks, your own cash, or worrying about your credit score. Matt shares their personal experience of closing multiple deals using creative financing methods such as seller financing and partnering with private clients. By focusing on the terms rather than the price, you can …
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Logan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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This week on the Dentist Money Show, Matt and Ryan break down the complexities of life insurance for dentists. They explore how to determine the right amount of coverage, the risks of being under- or over-insured, and why spousal income and business value matter in the equation. They also touch on the history of life insurance and some common rules…
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Neal Bawa is CEO / Founder at Grocapitus and Mission 10K, two commercial real estate investment companies. Neal’s companies use cutting-edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 1,000 investors. Current portfolio over 4,400 units, with an AUM value of $660M [00:00-19:3…
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Think your credit score is just a number? Think again. In this episode, Jess and Brandon break down the five key components of your FICO score—and why they matter more than you think. Learn how to: Boost your score with smart, strategic moves (not guesswork) Avoid the myths that hurt more than help Protect yourself from identity theft with simple, …
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Stop trying to think your way to wealth. Your nervous system has been calling the shots this whole time. Most financial advice tells you to "remove emotions" from money decisions. That's complete bullshit. You can't remove what's hardwired into your survival system. Here's the brutal truth: Your childhood money memories are still running your finan…
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Home prices are falling in many cities, inventories are rising, but interest rates remain high. We break down what it all means for first-time buyers, why the average age is now 38, and how to decide if now’s the right time for you. Plus, stick around as we answer your financial questions! ⁠⁠⁠⁠Jump start your journey with our FREE financial resourc…
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Thinking about buying your first home or wondering if a mortgage broker is right for you? This bonus episode is here to take the confusion out of that very first meeting. Join Janine and Ben, the broker duo behind In Financial Services, as we answer one of the most common questions we get asked: “What actually happens when I meet with a mortgage br…
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Tell Natalie what you love about this episode, text here! In this episode of Nickles and Dimes, host Natalie Kime explores the evolving meaning of the American Dream. Through personal stories and practical advice, the guest challenges the idea that the dream is dead, highlighting its continued relevance for those willing to pursue it. Listeners are…
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This week, we’re diving into five shares that absolutely popped off last financial year, and what they can actually teach us about smart investing. Some were expected (hello, gold rush), others were more niche, but all of them have big money lessons baked in. From pharmacy shakeups to booming tech, we’re unpacking what really drives a share price, …
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In this episode, host Keola Keala sits down with Judah DeVilbiss and Darrin Yee—key players in Pace Morby’s community and leaders at EverBridge Capital—to dive into their real estate investing journeys and the business acquisition world. They share how creative financing, collaboration, and leveraging community connections can supercharge success i…
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In this episode, Matt reveals how a desperate school teacher in St. Louis offered an investment property worth $135,000 for just $350 monthly payments, highlighting the stress often faced by property owners. This scenario exemplifies the hidden opportunities in real estate, as desperate sellers will trade properties for pain relief. Matt argues tha…
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When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience that not only demonstrates professionalism, but also inspires client …
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If you’d like a free copy of the book, just email us at [email protected] and tell us how you found us. In today's podcast, we delve into the financial implications of buying a home to live in versus renting and investing. The host introduces the concept of the 'wealth elevator' as described in their book, which categorizes different finan…
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Your money's getting played while you're scrolling memes. Time to wake the f*ck up. This ain't your typical finance bro BS - we're talking about the real moves happening RIGHT NOW that are messing with your bag. SBA loans just got harder to snag (yeah, they moved the goalposts AGAIN), Cincinnati Fed's actually doing something useful for once, and g…
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What do roller coasters and retirement have in common? In this episode, Mike Douglas draws a vivid parallel between thrill rides and market volatility, offering practical strategies to help you step off the financial roller coaster. From segmenting your income and managing risk to understanding the real impact of 401(k) limitations, Mike breaks dow…
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What if your retirement came sooner than expected? In this episode, Brandon Bowen shares how to prepare for a “forced retirement”—whether due to layoffs, health issues, or unexpected life changes. Through real client stories, Brandon explains how to assess your finances, rework your budget, and shift your investments to generate reliable income. He…
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Ed and the brilliant Dr. Shay Harris-Pierre dive deep into the emotional and relational dynamics of family, business, and money. As a licensed therapist, financial therapist, and expert in family business governance, Dr. Shay brings a rare blend of clinical insight, lived experience, and academic expertise. From childhood lessons of delayed gratifi…
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Shelby Nicholl of Muriel Consulting sits down with Catherine Tindall, CPA and CEO of Dominion Enterprise Solutions, a tax planning firm dedicated to financial advisors. In this episode, Catherine outlines how proactive, year-round tax strategies help advisors keep more of what they earn while enhancing client trust. She discusses why LPL Financial …
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Don't forget to talk about "legacy planning" with your financial advisor. In this episode, Axel will share why financial independence + legacy planning should be included in your goals. Any questions? *** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to…
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We’re reacting to the internet’s worst financial advice - from flipping mobile homes to buying luxury cars you can’t afford. We break down why these viral money strategies are not just wrong, but dangerous. Instead, learn the proven steps to financial success using tax-advantaged accounts, index funds, and the Financial Order of Operations. ⁠⁠⁠⁠Jum…
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Some of the most insightful investment conversations start with a single question: “What do you believe that most of your peers disagree with?” In this episode of Excess Returns, Jack Forehand and Matt Zeigler dive into 11 controversial investing takes—from QE and technical analysis to macro obsession and fee structures. You’ll hear nuanced perspec…
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In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb discuss the practical steps and habits that everyday millionaires use to achieve financial freedom. They debunk common myths about wealth, emphasizing simple strategies such as consistent saving, living below your means, long-term investing, business ownership, an…
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Learn how to reset spending habits after emotional setbacks and protect yourself from job scams that cost real money. How do you reset your money goals after emotional setbacks? How do you avoid job scams that steal your savings? Hosts Sean Pyles and Elizabeth Ayoola discuss mindful spending and scam recovery to help you stay in control of your fin…
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