When you set out to get things like life insurance, critical illness cover or income protection, many people do not think that they are going to hit any snags along the way. But! Insurance is a world of risk and there are times that a persons circumstances will make insurers sit back and have an extra think about offering the insurance. Why?! This podcast is designed to answer that why. Kathryn Knowles is joined by guests to bring a clear and open chat about how insurance works. Kathryn brin ...
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Income Protection Insurance Podcasts
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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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Helping you make your money last as long as you do.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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On Money Meets Medicine, Dr. Jimmy Turner discusses all things career and finance for physicians. With expert guest discussions, Jimmy tackles the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. To get help with free educational content or obtaining own-occupation disability insurance from a source you know you can ...
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Martin Lewis answers your financial questions, offering valuable money-saving tips.
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Welcome to the 360 Money Matters podcast where Financial Planners, Billy Amiridis and Andrew Nicolaou talk all things Financial Planning. This podcast aims to increase your knowledge and confidence with all thing's money. Each week we will cover topics such as investing, cashflow and budgeting, saving, passive income, debt management, and much more so you can live life on your terms without limits.
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Globally, 2 billion people work in the informal economy. This means that 61% of workers rely on work that offers little pay and few protections. Women informal workers, such as domestic workers, home-based workers, street vendors and waste pickers are at the base of the economic pyramid with the highest risk of poverty. Public policies and social protection schemes often do not consider these workers, leaving them vulnerable to income losses and struggling to cope after an event or shock. In ...
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In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retire Today income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com/disclosures Keil Financial Partners may utilize third-party websites, includ ...
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Beyond the Numbers is where growth-minded professionals come to talk strategy, legacy, and the financial decisions that shape their future. Hosted by a fiduciary financial planner, the podcast reveals how people align business growth and personal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works. Guests include entrepreneurs, advisors, and industry experts who share how they protect assets, create income streams ...
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The Entreprenudist Podcast: The Place To Hear Real Entrepreneurs and Business Owners Bare It All
Randolph Love III, ChFC
The Entreprenudist Podcast is the place to hear real entrepreneurs and business owners bare it all, sharing unfiltered stories, practical strategies, and invaluable insights from their journeys in building businesses and legacies. Hosted by Randolph Love III, ChFC®, CPCU®, CLU®, FLMI, RICP® Founder and CEO of ShieldWolf Strongholds, this top 10% ranked business podcast (per ListenNotes.com) dives deep into topics like innovation, growth, leadership, and successful exits, featuring guests fro ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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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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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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RBS is an independently owned tax services firm in Houston, Texas. We offer a wide range of personal services, from income tax preparation services to insurance protection needs. Each year, as we prepare for the tax season, we look forward to providing professional guidance and personalized solutions to our customers at affordable prices.
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Unscripted which airs Live Tuesdays at 9am. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our websi ...
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Looking to be a better leader? Or maybe even thinking about starting your own business? Searching for Elephants is the place for you. Covering a multitude of subjects with tonnes of great leaders!
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Your host, Steve Anzuoni, a local retirement income certified professional at Fairway Financial talks about some of the challenges and opportunities related to todays retirement planning . Steve has over 30 years of experience helping families protect their wealth, build income for life and leave a legacy for their loved ones. All part of your path towards greater financial confidence... "Fairway Financial offers insurance products and services. We do not provide investment, tax or legal adv ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join Nate Reineke and Chelsea Jones, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throu ...
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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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Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any wa ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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This is a weekly show, talking about the highs and lows of running a business within the insurance industry in the UK. Juggling all aspects of life whilst trying to stay career focused can be challenging; but worth it! Join me to see the journey unfold and get some hints and tips on how to increase your impact & income in your business...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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The Real Estate Mogul, M.D. podcast shares the real-world journeys, stories, and conversations that transform your mindset, build your business, diversify your investments, and multiply your cash flow to help you live life by design. Guests range from medical professionals, entrepreneurs, accountants, executives, financial advisors, coaches, and real estate investors. How to build wealth, create passive income and have more time as a doctor. We cover a large range of topics including: runnin ...
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Candid Conversations with Ryan Cravitz is a show specifically about retirement planning for people over 50. If you're wanting to invest better, maximize your income, reduce taxes, and learn how to successfully retire then this is the perfect show for you. Ryan has operated an independent financial planning firm since 2011 and is in his second decade of helping people grow and protect their wealth. Join him each episode for conversations about income, retirement, insurance, 401(k)s, IRAs, inv ...
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Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
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Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and b ...
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Rental Property Owner & Real Estate Investor Podcast
Rental Property Owners Association with Brian Hamrick
Exciting, informative. Every Monday, your host Brian Hamrick interviews real world real estate investors and industry professionals to discuss topics, tips, and techniques designed to make you a more confident and successful rental property owner and real estate investor. Guests include buy and hold investors, flippers, wholesalers, property managers, brokers, legal advisors, insurance providers, mortgage brokers—you name it, we're talking to some of the top names in the business.
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Let's Talk Income Protection is the official podcast of the Income Protection Task Force (IPTF), designed to educate, engage, and inspire financial professionals in the field of Income Protection. We tackle industry challenges, explore evolving trends, and provide practical insights to help advisers better serve their clients. Let's Talk IP is co-hosted by Matthew Chapman, The Protection Coach and Stevie Arnoldi, Content Associate for the IPTF. Join us as we look beyond financial advice, foc ...
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As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through s ...
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McBeath Financial Focus is a monthly feature series, presented by Krista McBeath of McBeath Financial Group, a financial services company located in Bloomington Normal, IL. the Focus series highlights prominent local specialists focusing on a specific topic where financial services/retirement planning intersects with their field of expertise. We’ve chosen guests that are respected community members in their field that can offer solid advice, as well as entertain! Krista McBeath is the founde ...
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Money CHIC: Financial Wisdom and Advice for Single Women
Shari Rash, Money Expert and Personal Finance Advice for Women
Think money talk is just for dudes in suits? Not on Money CHIC! Hosted by Shari Rash—a money expert and the person all her friends call for advice—this podcast delivers real, no-nonsense money conversations that feel like hanging out with your best girlfriend. Except this time, we're talking finances. Whether it's saving, investing, or turning financial dreams into reality, Money CHIC is here to help you ditch the jargon, take control of your future, and build unapologetic wealth… all while ...
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Website: https://medium.com/@caeserabdallafinance Caeser is a seasoned finance professional with over 15 years of experience in investment banking and corporate finance. His expertise spans various aspects of financial management, including mergers and acquisitions, risk assessment, and strategic planning. With a proven track record of success in high-pressure environments, Caeser brings valuable insights and leadership to complex financial projects.
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one's business and life. To our advantage, we can find King Solomon's financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the "get-rich-quick" schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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As a Financial Professional we offer the following services…. * Estate Planning * Debt & Tax Relief * Home, Car, Pet and Umbrella * College Savings Fund * Will Prep * Keyman Executive Plan * Long Term Care * Personal Pension Plan * Tax Free Retirement Account * Legacy Planning 📆. Book time on my calendar to discuss further at calendly.com/smithconsultings Contact 📞☎️📱📧👩💻 [email protected] 732-820-9710 👩🏫📖 Go grab a copy of Life Insurance with Living Benefits 101 & Estate Planning G ...
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Real estate investing can mean so many different things to people working in so many different areas of real estate. One thing they can all agree on is that the journey always starts out with the rush, the thrill of making a new investment, the anxiety of wanting – and needing – to find your first deal and hope it’s a winner.But is there a way out of the rat race?Welcome to My Cashflow Academy’s Investors Corner. In this program, you will learn from other real-life real estate investors shar ...
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Understanding money is the key to financial wealth, and that's precisely where we come in. In this ADWEEK Award and Lovie Award-winning podcast, we cover every financial topic under the sun, from picking stocks and paying off debt to financial bubbles and alternative investments. It’s all jargon and judgement free, and you’ll come away from every episode with tools to multiply your money and make it work for you. Every other week we answer your questions, so if you want to ask us anything dr ...
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How does law impact and shape the way we live? Whether its traffic, technology or even terrorism, is the law helping or hindering society? The Law and Life podcast discusses the legal issues at the intersection of the courts, parliament and the community, and will help listeners understand how the law affects their lives. This podcast is brought to you by Tindall Gask Bentley Lawyers, a leading Australian law firm, with special guests. For more information please visit: http://tgb.com.au/pod ...
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START HERE: Should I Get Income Protection Insurance? How to Protect Your Income Without Breaking Your Budget
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29:00In this empowering Start Here episode, Canna answers a listener’s heartfelt question: “Is income protection worth it — even if it means slowing down my mortgage-free goals?” Canna breaks down what income protection really is, why it matters, and how to make it work within your budget, not against it. From holding cover inside super to adjusting wai…
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The 2025 Market Rundown: Risks, Returns & What Comes Next
28:13
28:13
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28:13Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Ryan, Ron, and Nick sit down for their quarterly market conversation, breaking down where things stand, what’s driving today’s headlines, and how investors should be thinking about the years ahead. Instead of predictions or hype, th…
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Jeffrey Condren, CFP®, Senior Vice President & Wealth Advisor with Mesirow Wealth Management
20:02
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20:02Jeffrey Condren, CFP® is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning. Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele…
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The Secret Language of Bank Beneficiary Designations.
1:03
1:03
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1:03Secret Language of Bank Beneficiary Designations. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS L…
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2363: Men on Strike: Why This Monumental Social Topic Impacts Real Estate and Household Formation with Helen Smith PhD
47:38
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47:38Jason sets the stage for an interview with Helen Smith, Ph.D., author of Men on Strike, emphasizing the book's wide-ranging impact on household formation and real estate investing. Shifting focus, Jason predicts a new, accommodative Federal Reserve chair who will promote "easy money" and lead to lower rates and increased mortgage credit availabilit…
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David Chilton: Safe Withdrawal Rates, ETFs, & Finding Purpose Before and After Financial Independence
44:41
44:41
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44:41One of my favourite types of interviews is when I get to interview someone who has hit their financial independence or retirement number early, and then picking their brain on how they got there, what worked well for them, what didn't, what mistakes they could have avoided, and learning what makes them feel happy and fulfilled both before and after…
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#144 Invest or Reduce A Mortgage: What’s the Best Option for Docs With Extra Cash
33:53
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33:53If you are on track for retirement, college, have an emergency fund, have bought all your cars in cash, and check all the other planning boxes, but find yourself with extra cash, where is the best place to put it? It may seem like a simple math problem to decide if investing is a better option than paying down your mortgage, but the math isn’t actu…
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Why “Buy Term and Invest the Difference” Fails High-Net Worth Canadians
29:33
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29:33Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you still relying on “buy term and invest the difference”—without realizing it may be the wrong comparison for your actual wealth strategy? Many high-income Canadians and incorporated bu…
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Why Your Life Expectancy Number Might Be Wrong with Dale Hall
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40:12Dale Hall of the Society of Actuaries explains how to project your longevity and why informed life expectancy matters for retirement planning.
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Investing with Guardrails: The Rise of Defined Outcome ETFs and Structured Income Notes
41:35
41:35
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41:35Brian Skrobonja sits down with Phon Vilayoune to unpack buffered ETFs and income notes. Phon is the Founder and CEO of VETA Investment Partners, where they currently oversee over $5.5 billion in assets. They discuss the benefits of positioning your portfolio for growth and safety, how to protect your nest egg in volatile markets, and practical stra…
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Tax Loss Harvesting $35,000 (Jimmy's Financial Wins)
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34:39This is the 250th episode of the Money Meets Medicine podcast! What better way to celebrate than to talk about Jimmy's financial journey over the last 8 years since finishing training. In this episode, Jimmy shares some of his family's personal financial milestones and some recent financial wins, including a big tax loss harvesting event. Topics di…
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LaWanna Bradford, MPA – Global Strategist – Mark Stephen Pooler
18:38
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18:38LaWanna Bradford, MPA is an award-winning global strategist, financial analyst, and creator of The R3 System™—a framework designed to help organizations Refocus, Reframe, and Reconnect for long-term relevance. As COO of The Bradford Group, she’s led $2B+ in operational turnarounds, helping companies thrive amid disruption. A bestselling author, med…
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4 Probate Rules Every Executor Needs to Know
5:50
5:50
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5:504 Probate Rules Every Executor Needs to Know 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Fi…
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Interview with Jared Hatch, Founder of TruSolace and Spa Accelerator
27:45
27:45
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27:45Jared Hatch is a serial entrepreneur, med spa innovator, and founder of TruSolace and Spa Accelerator. Known for blending high-performance business strategy with deep personal transformation, Jared has scaled clinics to multi-seven figures, coached providers nationwide, and built systems that turn overwhelmed practices into thriving, profitable cen…
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Real Estate, Death, and Probate Notice 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm wit…
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Question Time: Time to ditch Premium Bonds? Do student loans cost more for middle earners? Credit on a low income?
30:42
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30:42In our Question Time podcast, Martin Lewis gives you answers on anything and everything, including: how does the ISA limit actually work, is the online safety act really working, how can I get credit on a low income, is it time to ditch premium bonds, do student loans cost more for middle earners, and when does savings interest actually count for t…
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Why Every Real Estate Investor Needs Title Insurance: Protecting Your Deals from Liens, Fraud, and Hidden Risks with Dru Wischhover
36:40
36:40
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36:40Most real estate investors love hunting for great deals—but few think about the unglamorous step that can make or break a transaction: title insurance. In this episode, Brian Hamrick sits down with Dru Wischhover, Founder and CEO of Inspired Title Group, who brings over 20 years of experience in navigating the hidden risks of property ownership. Dr…
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ASK ADAM: When and how to upgrade the family home without going broke
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22:36Your favourite Mortgage Broker is back, Adam McCabe from Blue Lantern. One of the best Mortgage Broking firms in Australia and the most experienced. Today we get to ask Adam about upgrading the family home...when is the right time to make the big move and what is the best and safest way to make this happen as smoothly as possible. In this episode w…
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In this episode, we take a broad look at how to think about and organize your long-term financial future. The video offers general perspectives on approaching retirement planning and invites you to consider what a sustainable path might look like for your own situation. If you're interested in preparing for the years ahead, this overview can help y…
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2362 FBF: Why Real Estate is Still A Better Option Than Stocks
43:16
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43:16This Flashback Friday is from episode 484, published last March 02, 2015. Jason and mortgage expert Randy champions the superior wealth-building capacity of real estate compared to the stock market. They center on the strategic use of leverage and the concept of inflation-induced debt destruction to dramatically boost investor returns, arguing that…
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In Episode 225 of Money Matters USA, Fred Saide discusses the common issue of individuals overpaying on their taxes due to a lack of awareness of available opportunities. He emphasizes the importance of separating business and personal finances to maximize tax efficiency. Additionally, he highlights the significance of purposeful rebalancing in fin…
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102 Recent Tax Law Changes & Income Tax Strategies | Ryan Patton | The Liquidity Event Nov 20, 2025
33:16
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33:16102 Recent Tax Law Changes & Income Tax Strategies | Ryan Patton | The Liquidity Event Nov 20, 2025 The Entreprenudist Podcast https://entreprenudist.com At The Liquidity Event November 20, 2025 | Sponsored by Insurance Claim HQ Powered by Hair Shunnarah Trial Attorneys. Ryan Patton, JD, MBA, Field Director at Pacific Life Insurance, breaks down th…
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The Capital Gains Time Bomb: Why Waiting Could Cost You Millions
24:25
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24:25Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are your capital gains quietly building into a financial time bomb that could detonate right when you need liquidity the most? For many high-earning Canadians—especially tech professionals w…
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213. The Power of Catch Up Super Contributions
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19:42Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we break down catch-up concessional contributions—a government initiative that lets you maximize unused super contribution caps from the past five years. Perfect for anyone who's taken a career break, sold an investment property, or simply wants to optimize their tax…
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START HERE: How to Talk to Your Parents About Money (Without Starting a Fight)
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20:49In this heartfelt Start Here episode, Canna answers a listener’s question about how to talk to ageing parents about money — especially when you’re worried they might make risky decisions around super or retirement. Canna explores how to start these sensitive conversations with empathy, respect, and confidence. She shares practical tools and scripts…
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"Happy Thanksgiving (Yes, Even the Jerks)": Wisdom from Warren Buffett
19:12
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19:12The Oracle of Omaha is officially "going quiet." In a rare and deeply personal announcement, Warren Buffett published what appears to be his final press release to shareholders. This episode isn't about taxes, investing, or the latest market headlines. It's about how one of the most successful investors of all time is thinking about money, family, …
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Hi everyone, I have been taking at look at the recent paper from the FCA, that has been written to give an initial view of how the industry works, the players in it, potential consumers and outcomes from accessing insurance. Overall I think the paper was really well written and gave an accurate portrayal of the industry. It was clearly written and …
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Friendly Reminder that Testamentary Trusts are Trash.
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1:53Friendly Reminder that Testamentary Trusts are Trash. 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded C…
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2361: Delisting Houses and Unlocking Amazing Deals: 18 Months of 0% Interest Business Credit for Your Real Estate Portfolio
33:19
33:19
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33:19Jason discussed upcoming virtual events and market trends, particularly focusing on changes in credit markets and the current real estate market conditions where sellers are becoming less motivated. He highlighted significant shifts in the money supply and economic conditions, predicting a surge in real estate and asset markets that investors shoul…
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Sam Rolph Insurance Agency | Beyond the Numbers | EP 105
36:08
36:08
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36:08From a trailer park to building a thriving insurance empire—Sam Rolph's story is proof that the American dream is alive and well. After 25+ years as a captive insurance agent, Sam faced a potential $2.5 million loss in premium when his company changed their business model. Instead of accepting defeat, he made a bold pivot to become an independent a…
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In this special episode, Martin Lewis shares his initial reaction to Rachel Reeves' budget. He tells Matt Chorley about the measures that will have an impact on you - including Lifetime ISAs, salary sacrifice on pensions, state pension increase, student finance repayment thresholds, the two-child benefit limit, high income property surcharge, and e…
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#143 Giving Thanks for Money Lessons Learned and Answering Physician Questions
24:41
24:41
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24:41The seasons have changed, and fall is coming to an end, which means the holidays are here! While Nate may not be the biggest fan of Thanksgiving food, he and Chelsea take some time to reflect on life and money lessons they are thankful to have learned, often around a dinner table. Nate Reineke and Chelsea Jones break down some of the valuable lesso…
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Your Will Isn’t Enough: The Overlooked Gaps Putting Your Wealth at Risk
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49:02
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49:02Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you certain your family and your business would stay protected if something happened to you tomorrow? Most business owners assume a simple will is enough—until a crisis exposes gaps they…
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How to Manage Your Parents’ Finances – Financial Caregiving with Beth Pinsker
37:00
37:00
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37:00Author Beth Pinsker shares her experience overcoming the challenges of financial caregiving based on her book “My Mother’s Money.”
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In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thr…
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The IUL Lawsuit Every Physician Investor Should Know About
23:21
23:21
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23:21NASCAR star Kyle Busch is suing Pacific Life after losing millions in a complex index universal life (IUL) insurance strategy—and the lessons for physicians are huge. In this episode, Dr. Jimmy Turner and Justin Harvey break down what happened, why complexity and “trust-based” sales tactics so often burn high-income professionals, and how to protec…
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How Much Money Should You Leave Your Executor
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1:40
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1:40How Much Money Should You Leave Your Executor 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law F…
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The Inspired Impact Podcast with Judy Carlson-Interview with Lauren Shapiro, MD, Radiation Oncologist
26:43
26:43
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26:43Lauren, a native of Madison, WI, graduated with a B.S. in Molecular Biology and Spanish from the University of Wisconsin–Madison. She then earned her M.D. at Stanford University, where she was awarded a Howard Hughes Medical Institute (HHMI) research scholarship to study osteosarcoma at the National Cancer Institute (NCI) in Washington, D.C. She co…
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