NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Tax Efficient Investing Podcasts
Why is personal finance so complicated? The internet is flooded with personal finance "experts" sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Welcome to the Modern Investing Podcast, sponsored by Sidepocket (www.sidepocket.com), where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"
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Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/ The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hist ...
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Welcome to ”The Retire Early Podcast,” your essential guide to achieving the retirement you’ve always dreamed of—sooner rather than later! Hosted by Sam Benson and Linwood Fraher, this podcast is tailored specifically for individuals aged 50-65 who are passionate about retiring early and living their best lives. Each week, we’ll dive deep into essential retirement topics including tax-efficient strategies, smart investing, healthcare planning, income optimization, Social Security tips, estat ...
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Smart Retirement Planning. Straightforward Advice. Welcome to The Fiscal Physical Retirement Podcast, the show built for professionals and pre-retirees who want clarity, confidence, and control over their financial future. Hosted by Aaron Hoisington and retirement planner Ryan Nelson, founder of Alchemy Wealth Management and author of Your Fiscal Physical, this podcast delivers practical advice, expert insights, and real conversations about retirement readiness, tax-efficient investing, and ...
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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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The TFS WealthCast brings clarity, depth, and strategy to finance, property, and wealth-building in Australia. This isn’t just another finance podcast it’s a space where serious investors, ambitious professionals, and wealth builders come to sharpen their edge. Each episode is unique, we sit down with industry leaders, top-performing brokers, property strategists, and seasoned investors who’ve built real portfolios and navigated shifting markets. We dive into advanced topics like: •Smarter l ...
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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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let's talk about stuff, money stuff, economic stuff, investing and the intersection. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.
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Welcome to How to Retire on Time, a show that answers your retirement questions. Say goodbye to the oversimplified advice you've heard hundreds of times. This show is about getting into the nitty-gritty so you can make better decisions as you prepare for retirement. Text your questions to 913-363-1234 and we'll feature them on the show. Don't forget to grab a copy of the book, How to Retire on Time, or check out our resources by going to www.retireontime.com.
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Andersen in Nigeria is an independent tax, transfer pricing and accounting advisory services firm with a worldwide presence through the member firms and collaborating firms of Andersen Global.
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
0
25
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
3182
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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You're listening to Beyond the Hustle podcast with Business Owner, Property Multi Millionaire and Stock Market Investor Liam Ryan. If you want to become a master investor, close multiple property deals, become a great salesperson and live a better life then the Beyond the Hustle podcast is for you. Join us as we sit down with amazing guests, from inspiring entrepreneurs to Liam own mentees. We are very grateful to have hit #16 in the Investing category on iTunes within our first 24 hours of ...
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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The Alternative Investment Podcast is a leading voice in the alternatives industry, covering private equity, private credit, venture capital, and real estate. Host Andy Hagans interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.
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Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
1873k
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Welcome to the Behind The Doors Podcast, in this podcast, we'll explore our strategic roadmap to becoming the leading platform in real estate transactions. We’ll dive into the key challenges and opportunities within the industry, showing how our innovative approach delivers unmatched value to agents, homeowners, and investors. Our goal is to revolutionize the real estate process, making it faster, more transparent, and easily accessible to everyone. Join us on this transformative journey and ...
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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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The Passive Income Investor Podcast features discussions and interviews related to conservative passive Income investing. We focus on long term wealth building and tax efficient income strategies. Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri. Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ lo ...
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The Atomic Retirement is the go-to podcast for smart, tax-savvy retirement planning. Hosted by Marine Corps veteran and financial planner Ryan Kilkenny, this show helps people over 50 navigate the complex world of retirement, Social Security, Medicare, and tax-efficient investing. Whether you're wondering when to claim Social Security, how to lower taxes in retirement, or how to create a reliable income stream, this podcast gives you clear, actionable advice to help you retire with confidenc ...
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First Look ETF is a monthly show from ETFguide TV with Wall Street's top minds providing their insights on new ETFs. Listen. Subscribe. Profit. Follow us on Twitter @ETFguide and watch us @YouTube.com/ETFguide
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Quick coverage of the leading practitioner journal in the investment management community. Get a quick overview of each issue with the Editor's Snapshot. Also find article summaries and more.
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Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing hi ...
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Welcome to Unsolicited, where financial clarity meets actionable strategies! Hosted by financial advisors Keith Wilson and Anthony Ruffalo, this podcast breaks down the essential components of financial planning—investing, retirement planning, estate planning, risk management, and tax-saving strategies. Our goal is simple: to help you make informed financial decisions, grow your wealth, and secure your financial future. Whether you're just starting out or fine-tuning your financial strategy, ...
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Are you a high-income earner seeking both financial and time freedom? Do you feel you don't have enough time to accomplish all your goals? Do you know you need to do SOMETHING but you're not sure where to start? Most high-income earners are searching for additional financial security, interested in dialing back on work duties, or want to retire from your busy life altogether? Either way, Ravi Gupta MD will help you, via an easy stepwise approach, to achieve your financial goals through activ ...
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In high-growth investing, knowing where to place your bets is everything. Fast Growth: The Venture Studio Way is for investors—high-net-worth individuals, angels, and seasoned professionals—and founders who are ready to scale, bringing them the exact tools and insights they need to build and back ventures with serious potential. Each episode delivers sharp, actionable insights into what truly drives value in today’s funding landscape, from tax-efficient SEIS/EIS schemes and venture studio mo ...
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Everyday Wealth, a nationally syndicated radio show and podcast hosted by Jean Chatzky, explores important financial decisions and how they affect our lives. Every week Jean discusses the current events, policy updates and life changes that are impacting our financial well-being. The show covers a range of topics and strategies, such as wealth management and generational planning, retirement income and tax-efficient investing. Joined by Edelman Financial Engines wealth planners and industry ...
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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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Welcome to Financial Foursight. This podcast is hosted by four fee-only CFP Professionals to help consumers understand the financial industry. Each provides candid insights on topics that matter. The podcast is for general information and entertainment purposes only and should not be considered investment advice. Nothing contained in this podcast constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. The opinions expressed by the hosts ...
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Do you want to make your money grow but you don’t know how to do so or where to start? In this podcast series, we help you understand the various concepts on finance and mutual fund investments, how you should manage as well as invest your money in a smart and efficient manner. Visit our website here: http://bit.ly/iciciprumf IPRU Insights specific episodes: For more valuable and useful information, sign up to our IPRU Insights newsletter and get direct access to expert views on finance and ...
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Remove the guesswork from real estate investing and establish a clear path for consistent returns. Here, building wealth is straightforward and fun.Discover how commercial real estate investors from all over the world got where they are today, how you too can generate truly passive, tax-efficient income, and confidently invest in real estate, even in the face of risks and unknowns.Real estate has made more people wealthy than any other form of investment. However, it can come with a steep le ...
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Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
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207. How the rich stay rich - Tax-efficient investment strategies
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Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we pull back the curtain on the tax strategies that help wealthy Australians preserve their wealth. We walk through the importance of after-tax returns, not just what you earn but what you keep after the tax office takes its share. We cover different investment struc…
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The Real Cost of Success: Why Reaching Your Goals Is Only the Beginning
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Want in on the property action? Join one of our FREE game-changing events! Hit the link and let's make things happen! - https://www.assetsforlife.uk/optin69htrmle Winning is hard, but staying a winner is even harder. In the final part of this extraordinary trilogy, Sir Steve Redgrave opens up about what happens after the medals and after the headli…
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“Hey Mike, aside from IRA to Roth conversions, what else should I do in my year-end planning?” Discover many of the other year-end strategies that may be able to help you get more out of your money. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.comBy Kedrec Wealth
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Healthcare Open Enrollment Tips for 2026 and a Catch-Up Plan for Retirement
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Learn how to pick the right health plan for your situation and build a stronger retirement even if you feel behind. How do you choose the best health plan during open enrollment? What can you do to secure retirement if savings feel like they’re falling short? In the first of a two-part series, hosts Sean Pyles and Elizabeth Ayoola break down open e…
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3340: Sweet Talking Your Home Appraiser Pays Off by Sam of Financial Samurai on Real Estate Strategy and Home Value
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3340: Sam highlights how a thoughtful, human-centered approach can make a meaningful difference when dealing with a home appraiser during a mortgage refinance. By paying attention to small gest…
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Getting Personal with Personal Finance: Maggie Tucker | ep 571
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Maggie Tucker shares her journey to financial independence at the age of 41, discussing her experiences with fear and anxiety about leaving a secure job. Her insights on the importance of community, transparency in financial matters, and travel with children highlight how to embrace a fulfilling life beyond conventional measures of success. Timesta…
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3339: A Surprising Contender for Tax-Efficient Retirement Saving by Darrow Kirkpatrick of Can I Retire Yet
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3339: Darrow Kirkpatrick challenges conventional retirement advice by showing how a taxable account, when optimized for capital gains and held by low-bracket retirees, can rival the performance…
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3338: Benefits of Sleep for Weight Loss and Other Fitness Goals by Rachel Trotta on Health, Fitness, and Mindful Living
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3338: Rachel Trotta explores how quality sleep is an often-overlooked pillar of sustainable weight loss, showing how it impacts everything from hunger hormones to emotional decision-making. Lea…
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Self-Insuring for Long-Term Care, Rebalancing Inherited Portfolios, and Smarter Wealth Moves
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On this week’s Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down whether it’s better to self-insure for long-term care or rely on costly, often restrictive hybrid policies. Next, they explain how to rebalance an inherited portfolio, especially when legacy holdings no…
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3337: The Lazy Person’s Guide to Money by Jessica Jokisch on Simple and Practical Personal Finance
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3337: Jessica Jokisch offers a refreshingly simple approach to managing your finances with minimal effort, showing how just 15 minutes a week can keep your money life on track. From automating …
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EP 47: The #1 Retirement Killer That's NOT the Stock Market (Most People Miss This)
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In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris …
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"Hey Mike, can you clarify what happens when funds go into a Roth IRA?" Discover the rules behind Roth IRAs, contributions to Roth IRAs and IRA to Roth conversions, so you can be more deliberate in your tax planning. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.com…
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3336: 6 Reusable Products That Save Me Money by Kumiko of The Budget Mom on Frugal Living and Sustainability
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3336: Kumiko from The Budget Mom shares six simple, sustainable swaps that save money and reduce waste, from ditching disposable coffee filters to upgrading everyday items like paper towels and…
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LIVE | Dollars and Sense | Hosted by Joshua Dobi, CFP® | Presented by North Main Financial Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex …
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3 Surprises About Retiree Spending Habits
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Retirement spending doesn’t move in a straight line. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack why real-life spending zigzags, and how most modern financial plans are rigid, leading to over-saving, over-spending, or both. They also show you how to build a flexible income plan that holds up in good and ba…
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Unlocking Tax-Efficient Wealth in Real Estate
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In this episode of Multiple Perspectives, host David Lofgren sits down with Thomas Castelli, CPA, real estate investor, podcast host, and Partner at Hall CPA Group, to unpack the powerful intersection of tax strategy and passive real estate investing. From leveraging depreciation and cost segregation studies to the smart allocation of investments a…
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Ways to Create a Retirement Plan with Liquid Investments
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"Hey Mike, can you create a retirement plan only using liquid investments?" Discover the hidden potential opportunity cost when you maintain liquidity on all of your assets. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.comBy Kedrec Wealth
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How to Budget Better With Your Partner and Why Scam Calls Are Surging
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Learn how to spot shutdown-era scams and build a budget that works even when you and your partner disagree. How can you protect yourself from shutdown-era scams? How do you build a household budget when you and your partner see money differently? Hosts Sean Pyles and Elizabeth Ayoola share strategies to figure out a household budget when you and yo…
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3335: A Recipe for Financial Success: It’s as Easy as Pumpkin Pie by Kathleen Coxwell of New Retirement
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3335: Kathleen Coxwell uses the humble pumpkin pie as a brilliant metaphor to demystify financial planning, showing that lasting financial success doesn't require complexity, just the right ing…
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Hoarding, FOMO, and Zcash: A Private Bitcoin
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What’s the difference between hoarding and investing? There’s a reason markets built on productive assets—like stocks and bonds—are far larger than hoarding markets such as gold and cryptocurrency. In this episode, David explores why that is, and shares why he recently bought Zcash, and how it’s both similar to and different from Bitcoin. Email New…
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