Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Plan First Wealth Podcasts

show episodes
 
A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity. Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncra ...
  continue reading
 
Artwork

1
Across the Pond

Plan First Wealth

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
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.
  continue reading
 
Artwork

1
The First Wealth Podcast

First Wealth Financial Planning

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures ...
  continue reading
 
Artwork

1
The Purposeful Investor

Aden Wilkins & David Andrew

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
  continue reading
 
Artwork

1
Winning in Retirement

Akers Financial Group

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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! ...
  continue reading
 
Artwork

1
MoneyMD

Richard Young Associates

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!
  continue reading
 
Artwork

1
Money Wisdom

Joel Johnson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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 ...
  continue reading
 
Artwork

1
Elder Law Report

Greg McIntyre, J.D., M.B.A.

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
  continue reading
 
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. ...
  continue reading
 
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 ...
  continue reading
 
Artwork

1
Not Ordinary Wealth

Miguel Castillo

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily+
 
Welcome to Not Ordinary Wealth podcast, where amazing things happen! Here we will go through my journey on creating my very first ever podcast. We will also interview the top leaders and marketers in order to find the best strategy and plan in order to make money online quick. Why you ask! Listen to the first episode to find out...
  continue reading
 
Artwork

1
Wealth On Main Street

Richard Canfield & Jayson Lowe

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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 ...
  continue reading
 
Artwork

1
The Policy Project

Mint - HT Smartcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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 ...
  continue reading
 
Artwork

1
NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
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 ...
  continue reading
 
Artwork

1
NZ Everyday Investor

Podcasts NZ / WorldPodcasts.com / Darcy Ungaro

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
The NZ Everyday Investor! A podcast designed for the the everyday person, who's keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
  continue reading
 
Artwork

1
The Ground Game Podcast

Justin Piche and Clay Hepler

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Welcome to The Ground Game Podcast, where land investing meets real talk! Join your hosts, Justin and Clay, both 7-figure land investors and seasoned entrepreneurs, as they dive deep into the world of land investing, team building, and personal growth.
  continue reading
 
Artwork

1
Money Stories

In Financial Services

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
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 ...
  continue reading
 
Artwork

1
The Broker's Lounge

Link Wealth Finance

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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 ...
  continue reading
 
Artwork
 
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 ...
  continue reading
 
Artwork

1
Mind Wealth Podcast

Andrew Johnson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to the Mind Wealth Podcast where we teach you to think differently about money and make changes in the way you manage your money so that you can take home more profit, pay less taxes and live a better life.
  continue reading
 
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 ...
  continue reading
 
Artwork

1
The Country Club

Diana Cassidy-Bush

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to The Country Club—but not the kind with dress codes and tee times. This is a different kind of Country Club — one where country living meets real estate, community, and adventure! I’m Diana Cassidy-Bush, your host and trusted guide to navigating life beyond the city limits. Whether you're looking to plant roots in a small town, find the perfect recreational escape, or make smart investments in rural properties, this podcast is for you. Each episode, we’ll dive into everything from ...
  continue reading
 
Artwork

1
The Sugar Daddy Podcast

The Sugar Daddy Podcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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. ...
  continue reading
 
Welcome to the Emotional Balance Sheet, the go-to podcast for parents with multiple kids, especially those with twins, triplets, or more, who are navigating the maze of modern family life and personal finance. Whether you're overwhelmed by education costs, retirement planning, career transitions, or trying to define your purpose and plan, we're here to guide you with empathy, expertise, and encouragement. Hosted by Paul Fenner, Founder of TAMMA Capital, a Certified Financial Planner®, and pa ...
  continue reading
 
Rachel guides Christian entrepreneurs on the journey of creating generational wealth so they can create the life they want with their family, and create the most impact in the world without sacrificing what’s important to them. She encourages Christian entrepreneurs how to incorporate faith and business. They don't need to be separate =) On this show, you'll learn biblical business strategies, as well as: Diversified income streams Christian leadership Balancing faith, business, and motherho ...
  continue reading
 
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 ...
  continue reading
 
The CEO in Overflow Podcast is for the aspiring or current online coach, creator, healer, consultant who is ready to raise their frequency, their magnetism, call in & attract soulmate clients, increase their wealth creation & create a life they designed instead of one they settled for.
  continue reading
 
Artwork

1
Retirement Solutions - The Podcast

Tyson Thacker and Ryan Thacker

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to Retirement Solutions – The Podcast, with Tyson Thacker and Ryan Thacker, where precision meets purpose. This B.O.S.S. podcast is committed to “Building the Optimal System of Security.” Learn how you could craft the ideal retirement blueprint that surpasses mere wealth accumulation. Explore the nuances of retirement planning with expert insights, as Tyson and Ryan navigate the ever-evolving landscape of investments, insurance solutions, and financial planning for retirees and pre-r ...
  continue reading
 
Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: The RetireSHIELD™ Podcast with Casey Marx. The RetireSHIELD™ Podcast covers new and meaningful financial planning topics every week. The focus is on preparing for retirement, nearing retirement, and already retired strategies. Stocks, mutual funds, etfs, annuities, life insurance, estate/legacy planning, and long-term care planning are among the many investment options dis ...
  continue reading
 
Artwork

1
Everlake: Insightful Wealth Management Advice

Marc Westlake & John McNicholas (Everlake.ie)

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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 ...
  continue reading
 
Artwork
 
Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
  continue reading
 
Artwork

1
The Real View

Ohio REALTORS

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Everyone knows real estate is complex. Whether you’re a first time home buyer or a seasoned broker, this podcast has something for you. Join us as we connect you to industry innovators and influencers keeping you with the real view of real estate.
  continue reading
 
If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
  continue reading
 
Artwork

1
The Home🏠 Show

Robert Lewis

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
We discuss essential steps and processes for buying a single-family 🏠. Everything from:- Partnering with the right Lender🧑🏾‍💼👩‍💼👨🏿‍💼 - Partnering with the right Realtor🧑🏾‍💼👨🏿‍💼👩‍💼- Insuring the home📄🏠- Maintaining the house🛠️🏠- When to refinance🏦 and Leverage the Home Equity💰.These things are essential🤔 for anyone who wants to buy a home🏠, and we think you'll find them helpful🆘 If you wish to learn🤓 more about purchasing a home🏡, join us👋🏽! We promise you won't be disappointed.
  continue reading
 
For more than 40 years, Douglas R. Andrew has helped thousands of clients achieve a more abundant life through sound principles, innovative strategies, and impassioned dedication to what he calls the Three Dimensions of Authentic Wealth. Join us to learn how you can create wealth in all 3 Dimensions of Life. We believe that Wealth Comes By Balancing 3 Dimensions, Not Just One. For more than 40 years, Douglas R. Andrew has helped thousands of clients achieve a more abundant life through sound ...
  continue reading
 
🎓 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 ...
  continue reading
 
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 ...
  continue reading
 
Artwork

1
360 Money Matters

Billy Amiridis and Andrew Nicolaou

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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.
  continue reading
 
Artwork

1
The Stacking Benjamins Show

StackingBenjamins.com | Cumulus Podcast Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
  continue reading
 
Digging into the big stories that will shape the day for viewers in Asia as they wake up, tapping into CNN’s network of correspondents around the globe, alongside news-making guests and expert analysis to provide a comprehensive briefing on what matters and why. First Move takes on a broad palate, covering news, finance, business, technology, AI, art, travel, fashion, sports & entertainment. Plus, exploring the frontier science, cutting-edge technologies and innovations driving 21st century ...
  continue reading
 
Artwork

1
GBG Life

GBG Corporate

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
For 17 years we’ve been helping people achieve their dreams. We have the right products with mass appeal that are not overpriced to hike up the profit margin. Our copyrighted compensation plan has no unrealistic qualification requirements to limit the playing field. The owners are first and foremost, network marketers, who know that the most important company asset is YOU – the distributor/customer.
  continue reading
 
Loading …
show series
 
Ever wonder how politicians like Nancy Pelosi and Marjorie Taylor Greene grow millionaire-level wealth while you're getting hit with overdraft fees? In this episode, Jess and Brandon expose the shady world of insider stock trades, slap-on-the-wrist fines, and the double standards baked into the system. Then they’re coming for out-of-touch celebrity…
  continue reading
 
The UK has moved to a residency-based tax system, and the rules aren’t just complex, they’re strict. Whether you’re planning to return home full-time or just thinking about splitting your time between the US and the UK, this episode is essential listening. Richard Taylor is joined by listener favourite and raconteur Aidan Grant – a partner in the t…
  continue reading
 
What if the fear of talking to a financial advisor is the very thing keeping you from retiring sooner and living the life you’ve always dreamed of? In this episode, Ryan Thacker sits down with Robert Brantley, a trusted Investment Advisor Representative at B.O.S.S. Retirement Solutions, to talk about what really happens during a first retirement pl…
  continue reading
 
What do your financial priorities look like when you're just getting started... or when you're sitting on $100 million? If you’re still stuck trying to figure out how to max out your Roth IRA and also afford dinner, this episode’s going to walk you through what might be coming next—without promising you a yacht by Tuesday. This week on The Stacking…
  continue reading
 
🎙️ Welcome Back to The Ground Game Podcast! 🎙️ In this episode, hosts Clay Hepler and Justin Piché share their insights from the recent 5280 Mastermind event, focusing on the evolving landscape of land investing and the strategies needed to thrive in a competitive market. Key Highlights Personal Updates: Clay and Justin kick off the episode with so…
  continue reading
 
In this episode of Widow Wisdom and Wealth, meet Carolyn Dennis Johnson, a resilient entrepreneur who shares her journey from being a single parent to successfully starting her own business at 65. Carolyn discusses how she navigated financial independence after her divorce, leaned on her community for support, and continuously pursued education and…
  continue reading
 
Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we dive into how business owners can turn profit into personal wealth. We explore the dangers of reinvesting every dollar back into your business without building wealth outside of it, and the risks of assuming your business will always remain profitable or sellable.…
  continue reading
 
In Episode 16 of "Real Money Pathway," host David Kim tackles digital financial security with practical advice for protecting your financial recovery in our digital world. After experiencing an account breach that nearly derailed his rebuilding efforts, David learned that digital security isn't optional - it's essential financial protection. This e…
  continue reading
 
Episode Summary Amy Chorew joins this week’s episode to preview her upcoming CE class, Communication Strategies for Brokerage Success, at the Convention & Expo, September 15–17 in Cleveland, sharing what to expect and what she's most excited about. Full Description / Show Notes Amy’s career background in the industry How she became interested in tr…
  continue reading
 
In this episode of The Brokers’ Lounge, Eddie sits down with Baz Gardner, a mentor and expert in human behaviour, mindset and purpose, to look beyond the numbers and into what’s really going on in the minds of today’s buyers. With interest rates dropping and market sentiment shifting, you’d think people would be feeling more confident. But many are…
  continue reading
 
In this episode, I’m chatting with Andrew Stimson—former pro basketball player, missionary, and now COO of Legacy Acquisitions—about how faith-filled entrepreneurs can build wealth and create lasting impact through real estate investing. We talk about the “build-to-rent” model, how to partner with experienced operators to mitigate risk, and what it…
  continue reading
 
Budget better for group trips and explore if savings bonds still deserve a spot in your long-term investment plan. How do you plan a trip with friends without blowing your budget — or your relationships? Are savings bonds a smart way to invest in your kids’ future? Hosts Sean Pyles and Elizabeth Ayoola discuss the emotional and financial dynamics o…
  continue reading
 
What’s the right financial move for you… right now? If you've ever found yourself reading advice meant for a millionaire when you're still trying to crack five figures—or following budgeting tips when your net worth is seven digits—this episode is your custom-tailored financial GPS. In this installment of The Stacking Benjamins Show, Joe Saul-Sehy,…
  continue reading
 
Sometimes the future doesn’t tap politely. It knocks, and while the instinct is to keep the door bolted, at some stage we need to do better. That’s what’s happening right now in New Zealand, as John Alcock aims to facilitate the country's first property sale powered entirely by a blockchain. Read more. Book in a free 15-min phone call with Darcy Un…
  continue reading
 
Send us a text Brian AKERS and Mark Diorio from Brookstone Capital Management discuss the mid-year market update. They highlight the market's resilience, noting the S&P 500's V-shaped recovery after a 12% drop in April. Despite geopolitical risks, the market has remained stable with inflation around 2.5%. They emphasize the importance of diversific…
  continue reading
 
Ever feel like you're working hard but getting nowhere? You're not alone—and you might be stuck in a productivity trap, not a purpose-driven plan. In this episode of The Stacking Benjamins Show, we tackle the big one: how to avoid wasting your life. (No pressure.) Joe Saul-Sehy kicks things off with a tongue-in-cheek nod to all the ways we fritter …
  continue reading
 
🎙️ Ready to build serious wealth through property? Join Dragan Dimovski, Amanda Calabria, and special guest Samuel Uno from Mortgage Choice as they unveil a 15-year strategy to amass wealth using just four properties. 🎯 They break down a conservative plan, covering the acquisition and consolidation phases, and how to tailor it to your financial sit…
  continue reading
 
Send us an idea or some feedback! Join Aden, David, and Nick as they unpack the first half of 2025. From Trump's tariff tensions and geopolitical uncertainties to the explosive growth of AI, this episode provides a candid look at market volatility, investment strategies, and why staying the course matters. Learn how to maintain confidence during tu…
  continue reading
 
I'm diving into a topic that's been on my mind lately: the idea of "time wealth"—and, just as importantly, "time debt." After coming off a busy stretch like tax season, I often find myself trying to catch up on everything I put on hold, only to realize I'm paying for it in stress, exhaustion, and those lost moments I wish I'd shared with my family.…
  continue reading
 
Learn what the One Big Beautiful Bill Act means for your taxes, benefits, and financial planning. Then, understand how to adapt to living on disability insurance. What tax changes are coming from the federal budget bill? Can you save money while living on disability? Hosts Sean Pyles and Elizabeth Ayoola unpack the latest legislative changes to hel…
  continue reading
 
Wealth On Main Street 280: How Legacy Planning Protects Your Family’s Generational Wealth with Shane Stirling If you're building something meaningful, a business, a legacy, a future for your kids, then you've likely asked yourself: How do I ensure this wealth doesn't vanish in a generation or two? Honestly, it’s a question more families should be a…
  continue reading
 
Still swiping your debit card? You could be earning serious rewards instead. In this episode, Jessica and Brandon unpack how they use credit cards as intentional tools to build value—whether that’s free travel, cashback, or everyday perks that actually make life easier. They explain how to choose cards based on what you’ll actually use, not what so…
  continue reading
 
Want to crush your goals and avoid getting crushed by long-term care costs? In today’s episode of The Stacking Benjamins Show, Joe Saul-Sehy and OG are joined by Retired Lieutenant Commander Gary McDermott, a former U.S. Navy officer turned business coach, who brings military-grade discipline to the world of goal-setting and financial success. Whet…
  continue reading
 
What exactly is a trust, and do you really need one? Attorneys Haley Matson and Jane Dearwester tackle these questions head-on in our latest episode, breaking down complex legal concepts into practical, actionable information. Think of a trust as a private container for your assets with specific instructions attached. Unlike the common misconceptio…
  continue reading
 
In Episode 15 of "Real Money Pathway," host David Kim tackles insurance essentials during financial rebuilding with hard-won wisdom from his own recovery journey. After a car accident revealed gaps in his coverage that nearly derailed his progress, David learned to think strategically about insurance protection when every dollar counts. This episod…
  continue reading
 
🎙️ Welcome Back to The Ground Game Podcast! 🎙️ In this episode, hosts Clay Hepler and Justin Piché share their insights from the recent 5280 Mastermind event in Denver, Colorado, focusing on the evolving landscape of land investing and the strategies needed to thrive in a competitive market. Key Highlights Personal Updates: Clay and Justin kick off…
  continue reading
 
Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we dive into the real cost of procrastination when it comes to personal finances. We explore how delaying decisions—whether it's investing, buying property, sorting out insurance, or getting financial advice—can severely impact long-term wealth. We unpack the power o…
  continue reading
 
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealtheleva…
  continue reading
 
Brooke Yussim joins this week’s episode to give a preview of her convention CE topic, The Top 8 Issues That Can Derail a Transaction, and what you can expect from attending her session at our upcoming annual Convention and Expo. Full Description / Show Notes Brooke’s career history and background Her session at the convention What she’s looking for…
  continue reading
 
Welcome to the Crazy Wealthy Podcast! Jonathan interviews Rob Basso, a seasoned entrepreneur and business coach who shares his journey from humble beginnings to building and selling multiple successful businesses. Rob's journey is truly inspiring. We dive deep into his experiences founding Long Island Advantage Payroll and his subsequent business v…
  continue reading
 
In this episode, I’m sharing three practical steps that have helped me embrace imperfect action in my business and my walk with God. You’ll hear some behind-the-scenes stories (like how I launched this podcast terrified out of my mind!) and Biblical encouragement to help you step out in faith, stop waiting for the “perfect moment,” and start moving…
  continue reading
 
In this month’s Smart Planning segment, a financial advisor discusses how to transfer retirement funds penalty-free and how to adopt a “work optional” mindset. How can you check in on your financial progress halfway through the year? What steps do you need to follow to move your Roth IRA from a robo-advisor to a self-directed platform without payin…
  continue reading
 
Still on track to crush your 2025 goals? Or has the year felt more like a Super Mario Kart banana peel moment? In this special mid-year review episode of The Stacking Benjamins Show, Joe Saul-Sehy and OG take a pause from the summer sprint to look back at the most impactful lessons, conversations, and themes from the first half of 2025. Whether you…
  continue reading
 
It’s a dwelling, but it’s an asset class too - People buy property to live in it, and to grow their wealth in it. Since the early 1970’s, property values have doubled roughly every 7-10 years in many Western countries, including here in NZ. But sitting here in 2025, after watching at least 3 years of falling prices, it’s natural to wonder if the pa…
  continue reading
 
Send us a text Brian Akers and Paul Franco discuss the impact of the new tax law, referred to as the "one big beautiful bill," signed on July 4, 2025. They highlight key provisions such as the permanent extension of the Tax Cut and Jobs Act's tax brackets, the introduction of a temporary senior personal exemption for those aged 65 and older, and th…
  continue reading
 
What if the key to boosting your vitality, clarity, and even your mood wasn’t another supplement or mindset hack—but your home? In this episode of LIFE’s Inside Track with Ken and Yetta Dekker, you’ll uncover how 90-minute, 90-day, and 90-week rhythms can radically shift not just the function of your space, but the feel of it too. Together with the…
  continue reading
 
What To Do With Your First Salary? Just started earning? Your first paycheck can be exciting — and overwhelming. In this episode, we break down what really happens to your salary, how to build smart financial habits early, and why the decisions you make now can shape your financial future. Whether you're in your first job or just beginning to manag…
  continue reading
 
Is your house full of stuff you thought you needed… but haven’t touched since the Obama administration? In this game show-style episode, we're helping you clean house and bulk up your bank account at the same time. Joining Joe in the basement are Paula Pant from Afford Anything, OG, and the man, the myth, the TikTok-famous legend’s grandpa’s best f…
  continue reading
 
Send us an idea or some feedback! Join Aden in this bonus series, as senior wealth adviser James McLeod shares his remarkable career path from an uncertain graduate to a principal at Capital Partners. Discover insights from a career that began in crisis and matured with meaning. Discover how personal experiences shaped his approach to financial adv…
  continue reading
 
In this episode of Boldin Your Money, Steve Chen talks with Andy Hill, creator of Marriage, Kids and Money, about Andy’s journey from having a negative net worth to achieving financial independence through intentional saving, living on one income, and aligning money decisions with family goals. Andy shares how reaching “Coast FI” allowed his family…
  continue reading
 
Understand how Buy Now, Pay Later financing options affect your credit and learn smart strategies for using a six-figure inheritance wisely. How does Buy Now, Pay Later (BNPL) affect your credit score? What’s the smartest way to invest or use an unexpected inheritance? Hosts Sean Pyles and Elizabeth Ayoola discuss the evolving credit implications o…
  continue reading
 
Ever wonder what really happens when you decide to work with a financial advisor for the first time, especially when life already feels like a full-time juggling act? I sat down with Marisa Lonic—author, coach, and founder of Mama Work It—to talk about the emotional side of money, career pivots, and raising four kids, including twins. We dive into …
  continue reading
 
Wealth On Main Street 279: Break the Cycle: Build Wealth on Your Own Terms with Joseph Romualdi What happens when your lifelong career ends, but your desire to grow doesn’t? That’s the story of Joseph Romualdi, CEO of Casa Pulita Corp and a former police officer who served for 35 years. On a recent episode of Wealth On Main Street, hosted by Jayson…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play