Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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Planner Podcasts
Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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A wise Detroit wedding planner shares behind the scenes real stories of wedding wins, woes and wars. Some episodes are solo while others have guests! Honest advice, tips and education for couples tying the knot!
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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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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Wedding Planner Pro Files: Industry Expert Insights
Laurie Hartwell & Krisy Thomas - CWP Society
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CWP Society is proud to produce the "Wedding Planner Pro Files: Industry Expert Insights" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Me ...
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2 Guys. 0 Plans. Urban and Yvgenii get together and discuss life, the universe, and everything in between. Sometimes it's about pens, but you never really know what you are going to get. Parents be warned, Yvgenii quit censoring things a while back so there may be a bad word or two that sneaks through.
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For professional planners in Ireland working in government, private practice and others who want to be kept informed on changes in planning thought, law and practice.
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Helping you make your money last as long as you do.
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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An event planner podcast. Helping you have the most impact in your corporate events career.
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting planners, speakers and industry experts about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall on why your money needs to work harder, for longer.
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"The Event Pro Show" is your ultimate guide to the world of corporate events, hosted by Seth Macchi, CEO of LEMG (Live Events Media Group). Whether you're a seasoned corporate event planner, certified meeting planner, experiential marketing pro, event services business owner, AV technician, or anyone involved in creating exceptional events, this podcast is your go-to resource for valuable insights, expert tips, and inspiring stories from the industry's leading professionals.
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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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You are cordially invited to It’s My Party! Join comedian Catherine Bohart as she takes on the role of perfect party planner in this brand new podcast. Each week, Catherine sits down with a celebrity guest to plan their dream do. Everything from the venue and guestlist to the food drink, decor and dresscode. Will they choose the O2 or the Dog and Duck? Finger food or a full sit-down dinner? Pints or pina coladas? Conga or karaoke? Find out as Catherine probes their preferences and picks apar ...
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A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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A Wedding Business Podcast - Tips and tricks to, grow and sustain a amazingly successful wedding business in a way that's is fun and gives you tons of freedom.
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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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The Intrazone is a show about the Microsoft 365 intelligent intranet, taking you into the building blocks of your Microsoft 365 intranet. It's about how SharePoint, OneDrive, Teams, Yammer and more fit into your everyday work life – with the goal being to share and manage content, knowledge, and applications to empower teamwork throughout your organization.
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Insightful Edge is the podcast that cuts through financial jargon to deliver clear, honest conversations about money, life, and the choices that shape them. Hosted by lifestyle financial planner Geoff Dyckes, each episode explores real-life stories, practical insights, and empowering ideas to help you live with intention, take control of what you can, and build a life that feels truly yours—no products, no sales, just clarity.
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Prayers Planner Podcast is for your motivation, inspiration and encouragement to combat daily spiritual warfare and use your spiritual gifts to advance the Kingdom of God!
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The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at [email protected] with any ...
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Learn all about investing in real estate in Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
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Learn all about investing in real estate in Tampa, Florida with a combination of real estate financial planning and modeling with numbers specific to Tampa plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tampa).
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Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
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SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
3150
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
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From GenZ Digital Dreamers to Millennial Masters and Boomer Bosses, we all have something to learn and teach each other. Smart Meetings editors Eming Piansay and Sara Robertson lead critical conversations to facilitate elevating experiences. From engagement to entrepreneurship and empathy, this series is dedicated to the continuing education of event professionals looking to get a leg up on the latest trends, along with two hospitality writers on the journey themselves. Join Community Experi ...
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A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
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The Property Trio (formerly The Property Planner, Buyer and Professor)
Cate Bakos, David Johnston and Mike Mortlock
8316
Formerly The Property Planner, Buyer and Professor, our show rebranded in 2023 to The Property Trio. Residential property is the only asset class we live in, it is where we raise our families, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are ...
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Learn all about investing in real estate in Vancouver, Washington with a combination of real estate financial planning and modeling with numbers specific to Vancouver plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Vancouver).
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Learn all about investing in real estate in Nashville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Nashville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Nashville).
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#314: Market Update May 2025 – Darwin Powers On, Melbourne Recovery Continues, All Capitals Rising, Listings & Investor Trends Signal Shift
49:14
49:14
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Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM This week, Dave, Mike and Cate tackle the May data. Darwin continues to perform strongly, but Cate eludes to the contrasting data across various data houses. Data integrity and…
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The new 2024 Planning and Development Act marks a major turning point for how planning is done in Ireland—but what does implementing it actually look like in practice? Today, we’re diving into how the Office of the Planning Regulator (OPR) is preparing to implement the new Act—from reviewing plans, to more active oversight, and helping embed digita…
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Learn from budgeting expert, Zach Whelchel! Website: MyBudgetCoach.com This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.By Cody Garrett, CFP®
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Are You Actually Making Financial Progress… or Just Busy With Money?
1:06:42
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In this episode, we tackle a sneaky problem: confusing financial motion with actual progress. Just because you’re constantly doing money-related tasks—paying bills, checking balances, moving money around—doesn’t mean you’re getting ahead. Pete opens with a gym analogy that hits a little too close to home, then brings in Kristen and Dame to break do…
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Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros
30:48
30:48
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Gloria Garcia Cisneros is a Wealth Manager at LourdMurray, and she joins the show today to share how she discovered financial planning and has grown her career over the years. If you're interested in breaking into financial planning, navigating career moves across different firm sizes, or hearing an inspiring story of perseverance and purpose, this…
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Five Enemies To Your Financial Well Being
23:56
23:56
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🎙️ Five Enemies To Your Financial Well Being 🧠 Thinking seriously about retirement means paying attention to more than just saving and investing. In this episode, we explore five often-overlooked challenges that can impact your financial stability over time. These aren't just numbers on a spreadsheet—they're real-world factors that can influence lo…
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Career Lessons for Event Professionals: Leadership, Resilience and Growth
21:12
21:12
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Send us a text In this episode of What One Thing, Smart Meetings' VP and editorial director, JT Long, sits down with Shawn Pierce, President of Strategic Events, Meetings & Incentives at MCI-USA, to trace his extraordinary journey from humble beginnings on a Texas pig farm to leading a 130-person global team. Shawn shares the pivotal moment when a …
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We're bringing the main stage to you with takeaways from the GO Wild 2025 presenters 🎤📙 Featured speakers- Heather Kell: @kellofaplan - Callie Danielle: @calliedanielle - Jo Gick: https://www.instagram.com/ohsojo_- Mayra Aguilar: @CraftingbyMayra - Tori Artis: https://www.instagram.com/toriartisplanners- Tisa Jackson: @TisaJackson - Ilysse Ratner: …
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Budgeting with Heart: Creating Financial Confidence for Wedding Clients
35:11
35:11
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Money conversations may not feel romantic, but they're the foundation of every successful wedding celebration. In this illuminating episode, Master Certified Wedding Planner & Certified Educator, Riley Snider joins CWP Society COO, Krisy Thomas Thomas to transform how wedding professionals approach the often-challenging topic of budgeting with clie…
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He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat
44:59
44:59
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In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million in AUM without a client bank, without leads, and without a background in finance. Aleem started during lockdown, working alone from his bedroom. He had just qualified, had no clients, and relied entirel…
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Why Lowering AGI Is More Important Than Ever
21:08
21:08
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If the GOP reform bill moves forward, lowering your adjusted gross income (AGI) won’t just be helpful, it’ll be more important than ever for student loan borrowers. We explore what could change, who’s most at risk, and what steps you can take to protect your paycheck. From maxing out pre-tax retirement contributions and HSAs to leveraging self-empl…
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20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire
1:09:55
1:09:55
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In this special episode of Excess Returns, Matt Zeigler is joined by Bogumil Baranowski to reflect on one of the most emotional and historic moments in financial history: Warren Buffett’s surprise announcement at the 2024 Berkshire Hathaway Annual Meeting. With commentary from voices who were in the room—and some who weren’t—we explore what it felt…
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Financial anxiety, retirement as a number other than age, and FAQs of financial planners
42:35
42:35
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Dr. Dan & Emily discuss financial anxiety, how to think of retirement as a number other than age, and FAQs of financial planners. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
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This week the guys talk about moving the podcast over to YouTube, more fun is had with ChatGPT, and Urban gives us a post-vacation/pre-vacation update. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a site wide coupon. Thank you to Pen Cha…
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This week, Meg and Myra discuss Pride month, terrible things happening to terrible men, Tabitha Brown trying to save Target, Justin vs. Hailey, AMA's, and planning for Q3. Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content and get a taste of the Patreon crew! Check out our NEW MERCH HERE! Check us on TikTok: @Pla…
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Beyond the Brochure: What CVBs Really Do for Planners
39:15
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Let us know what you think! What do you want to hear about? In this episode, hosts Eming Piansay and Sara Robertson sit down with two powerhouse destination experts: Kristin Delahunt, VP of Destination Services at Discover Atlanta, and Brynn Johnson, Director of Convention and Group Sales at Yakima Valley Tourism. Representing two wildly different …
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Sales Without the Sleaze: Aligning Values With Revenue - Tim Maurer [CFP & Chief Advisory Officer]
22:32
22:32
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In this episode, host Belle Osvath, CFP®, interviews Tim Maurer, CFP®, Registered Life Planner and Chief Advisory Officer at Signature FD. Tim shares his expertise on the often-dreaded topic of sales in financial planning, offering insight into how financial professionals can approach business development in a way that aligns with their fiduciary r…
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Exploring Financial Therapy and Beyond the Plan with Ashley Quamme
46:37
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In this episode, I had the pleasure of sitting down with Ashley Quamme, a licensed marriage and family therapist and the founder of Beyond the Plan. Ashley is someone I’ve admired for a long time, and this conversation is packed with powerful insights into the intersection of psychology, relationships, and personal finance. Ashley shares her unique…
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In this episode of That NextGen Planners Podcast we are joined by the brilliant Iona Bain. We discuss misconceptions about Millennials and Gen Z's financial habits, barriers to wealth building, and the impact of social media on young people's financial knowledge. Join our community: www.nextgenplanners.co.uk…
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