Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
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Guidance Financial Services Podcasts
Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Adviso ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Disclosure: This podcast is for educational purposes only. Strategies discussed may not be suitable for everyone. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC (www.finra.org) /SIPC (www.sipc.org). This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Not all Mutual of Omaha Financial Representatives are Fina ...
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Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC®, CRPC®, Toni Hill, RFC®, and Tyler Hill RFC® of Freedom Financial Group. Tad, Toni, and Tyler will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you ...
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered ...
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Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges
Melanie Aimer, Adam Grainger, Hamish Taylor
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Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organizatio ...
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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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Optimum Professional Services are delighted to launch the new monthly conversational series, “Optimum: LIVE!” which will provide the opportunity for you to hear from members of the Optimum team and special guests each month as they delve into a variety of subjects in light-hearted, fire-side chat style productions. Each episode will be shot or broadcast live (yep! One take!) which means that it is not scripted or edited and has a more natural and engaging tone. This is a https://www.visual-p ...
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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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Helping plan funerals with honor. O'Connell funeral homes staff, along with guests, give guidance on topics like, how to write an obituary, preplanning for your funeral, funeral arrangements, as well as how to personalize funeral services. The podcasts also include advice on how to manage grief, what you can do for loved ones who are grieving, and what additional resources are available to you, including self care. Welcome to the Good Grief Podcast.
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MedSpa Money Matters is your go-to resource for mastering the financial side of MedSpa ownership. Hosted by Scott Wisniewski and Jonny McMullen, this podcast is designed to bring clarity to your finances so you can focus on growing your business. From financial planning, bookkeeping and taxes to fractional CFO services, Scott and Jonny provide expert insights to help you navigate the unique challenges of running a MedSpa. Whether you want to improve profitability or simply make sense of your ...
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Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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The Financially Focused Photographer Show Are you a talented photographer whose profit line isn't reflecting your artistic brilliance? You're not alone. Most photographers master their craft but struggle with the financial side of running a sustainable business. Welcome to The Financially Focused Photographer Show, where we transform overwhelmed photographers into confident business owners through practical financial guidance specifically tailored for photography professionals. Host Tiffany ...
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Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. ...
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For Her, With Her is a podcast by Women’s Legal Service QLD, created to inform, support, and empower women navigating domestic and family violence, family law, and complex legal systems. Each episode features real conversations with legal experts, advocates, and women with lived experience—breaking down the law into clear, practical guidance. Whether you’re seeking support, working in the sector, or want to better understand the issues affecting women across Queensland, this series offers th ...
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The Say Yes To Profits® Podcast is the go-to show for high-earning minority women CEOs ready to scale strategically and profitably. Each episode delivers clear, powerful financial guidance to help you master your finances, multiply cash flow, minimize taxes, and confidently say yes to profits —without stress, struggle, or setbacks. Hosted by award-winning Virtual CFO and Tax Strategist Octavia Conner, the show empowers you to scale your business with clarity, control, confidence, and consist ...
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“It is He Who makes the stars [as beacons] for you; so that you may guide yourselves, with their help, through the dark spaces of the land and the sea: We have detailed Our signs for people ” – Surah Al-An’am (6:97) Our weekly podcast has a mix of lecture series, jummah lectures, and short reminders. At Najam Institute Foundation our vision is for every person in the world’s most fragile settings to have the opportunity for a brighter future. We envision a world where all individuals have ac ...
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Want your children to grow into successful adults? Then you’re in the right place. The Jr. Moguls podcast guides young entrepreneurs and their parents on the journey of youth entrepreneurship. Hosted by April Taylor, whose children started their entrepreneurial journey as youths and became well-rounded, hardworking, successful business owners. They went from Jr. Moguls to Moguls. The show delivers practical strategies for building young business people while developing essential life skills. ...
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Your superannuation is key to achieving your best retirement – so how do you make the most of it? Don’t miss Australian Retirement Trust’s Super Insider podcast – your guide to superannuation, planning for retirement, and what the economy and investment markets mean for your super from those in the know. Join host Anne Fuchs, Australian Retirement Trust's Executive General Manager of Advice, Guidance and Education, as she interviews superannuation and investment experts to bring you exclusiv ...
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Welcome to ”The Rural American Surgeon,” a podcast series dedicated to providing insights, resources, and a community for the surgeons of rural America. Your host, Randy Lehman, is an established authority on the multifaceted aspects of rural surgery—from the unique professional benefits and challenges, rural surgical training paradigms, current reimbursement landscape, and how to create triple win opportunities for sustainable rural surgery in partnerships with hospitals and rural communiti ...
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The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
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TechPulse: AI & Technology for Small Business Owners | PulsePoint Media Atelier
PulsePoint Media Atelier
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Welcome to Tech Pulse, the podcast that makes technology accessible for everyday business owners. Hosted by Nury from PulsePoint Media Atelier in Norwalk, Connecticut, this show breaks down complex AI tools and technology solutions into practical, actionable insights for small businesses. Each episode explores how artificial intelligence can transform your business operations—from content creation and customer service to financial planning and multilingual communication. Whether you're a con ...
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The At Last Podcast is your live workshop-style guide to growing your wedding business with confidence and ease. Hand-delivering actionable advice through tailored marketing strategies and industry insights, host Aloha Erica brings her years of experience as a certified product marketing manager and globally recognized wedding musician right to your ears. Every week, Aloha Erica is redefining what success means for wedding musicians and vendors—helping you increase financial stability and fe ...
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Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 ...
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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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You’re working hard, caring for everyone else, and managing a thousand details a day—but when was the last time you focused on your finances? As a woman, you might carry the emotional and logistical weight of caregiving, parenting, career-building, and household management. It’s no wonder financial planning tends to fall to the bottom of your list—yet it’s one of the most important tools you have for protecting your future, your family, and your peace of mind. Women’s Money Wisdom is here to ...
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. Introducing ”Bigger Bottom Line,” a company dedicated to empowering small business owners with the knowledge and resources they need to succeed. The source’s structure is organized around the company’s mission, its founders’ expertise, a series of books they have authored, and a list of books they have written. The primary theme is the importance of providing aspiring entrepreneurs wit ...
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We empower businesswomen to excel in their professional and personal lives. Through strategic growth, financial autonomy, and leadership development, our services, including the transformative ’Freedom Formula,’ help visionary entrepreneurs master their finances and time, building sustainable and impactful legacies. Elevate your business to new heights with guidance and redefine success on your terms.
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Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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Northern Virginia Accounting & Bookkeeping Services is your dependable partner for financial success. We offer expert guidance and support for all your accounting and tax requirements.
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Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
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In this podcast, our Wealth Advisors at Mueller Financial Services, Inc. seek to guide your financial goals and priorities by sharing professional insight into hot button financial topics surrounding retirement, estate, tax, and education planning, business financial services, risk analysis & insurance, investment management, and focus areas such as financial planning for women and young professionals. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment ...
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Invure Holdings Group LLC—headquartered in Orlando, Florida—is a pioneering holdings company dedicated to fueling growth and transformation across a wide array of industries. Known for its strategic approach, Invure Holdings Group LLC manages an extensive portfolio that spans from cutting-edge tech startups to established service providers, always with an eye toward innovation and sustainable success. Beyond its portfolio, Invure Holdings offers specialized business consulting and financial ...
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Senior Living NTX is your trusted resource for seniors, families, and caregivers navigating real estate transitions, downsizing, and senior living options in North Texas. Hosted by Seniors Real Estate Specialists® (SRES®) Paul Fritz and Tara Garrison, this podcast delivers expert insights on selling your home, moving into senior-friendly housing, financial planning for retirement, and maintaining independence as you age. Each episode features practical advice, real-life experiences, and inte ...
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Build a Signature Empire | The Estela Kelley Show | Online Business with Focus, Strategy, and Systems
Guiding ambitious women as an Online BusinessWoman to profit with strategy, action, and flow
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Welcome to The Estela Kelley Show | Build a Signature Empire, the go-to podcast for ambitious, purpose-driven women ready to simplify their online business journey and build their Signature Empire with focus, strategies, and systems. Hosted by Estela Kelley, a seasoned online business coach and entrepreneur this podcast is designed for women entrepreneurs seeking to: • Overcome overwhelm in their online business ventures. • Discover and harness their authentic brand to stand out in their fie ...
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Harry Robinson offers comprehensive financial planning services tailored to your unique needs. With years of experience in the industry, Harry understands the complexities of personal and business finance, providing expert guidance on investments, retirement planning, and wealth management. Whether you’re seeking to optimise your savings, navigate tax implications, or build a robust investment portfolio, Harry’s personalised approach ensures you receive the best strategies for your financial ...
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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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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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Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners. Money & Stuff, Foundation Wealth Partners, and Advisor Resource Council are separate entities. The financial professionals associated w ...
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Commonwealth Seniors Health Card Explained
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11:38
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Ever wondered how the Commonwealth Seniors Health Card works and how you qualify? In this episode, host Kane Everingham sits down with Justin Bott from Services Australia to break down everything you need to know – from how to qualify, to the savings it can unlock on medical and other everyday expenses. Tune in to learn: 00:00 🎙️ What is the Common…
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Ultimate Guide to Small Business Purchase Order Financing Part 1
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Purchase Order Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains purchase order financ…
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This week, Phil is joined by Matt Crosby from Ladenburg Research to discuss the unknown strength of the US labor market and the latest implications of geopolitics on US markets.
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Join us as we celebrate our 1000th episode with an AMA!!! We are incredibly thankful and fortunate that we’re able to create a podcast for listeners who are looking to better their lives by improving how they handle their money. Of course at the core of the show are ways to earn, save, spend, and invest more effectively… all with a little bit of Jo…
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289. Are Pensions Worth the Wait? The Golden Handcuffs Debate
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Pensions can provide a valuable source of retirement income, but deciding whether to stick with a job solely for the pension is more complex than it may seem. In this episode of A Wiser Retirement® Podcast, we give a breakdown of the key benefits and trade-offs of relying on a pension, and how to assess whether it's the right move for your financia…
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From Unappreciated & Overlooked to Honorary Doctorate Degree
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Imagine showing up in obedience, building with integrity, and staying faithful through the highs and the lows, then one day, someone taps you on the shoulder and says, “I’ve been watching you… And I see your greatness.” That moment happened to me. In this powerful episode of the Say Yes To Profits® Podcast, I take you behind the scenes of receiving…
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In this powerful episode, Rev. Dr. Jules Erickson joins Michael O’Connell for a deep and relatable conversation about how grief moves through families—and how we often carry it without even knowing. From childhood loss and moral injury to the messy middle of healing, Pastor Jules shares stories and tools from family systems theory and pastoral work…
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Content Creation Revolution: AI Tools for Marketing That Actually Work
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Struggling to maintain a consistent content calendar while running your business? This episode reveals how AI tools can revolutionize your marketing content creation process. Host Nury Torres Dumani shares her personal experience of how AI transformed PulsePoint Media Atelier's content strategy from overwhelming to effortless. Learn how to create a…
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Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox. -Field-level vs. org-level security and why both matter. -The role of multi-factor authentication in a cloud-first world. -How AI is evolving both cyber threats and defense strategies. -Simple step…
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How This Saxophonist Became a Wedding Powerhouse (with Jason Nelson)
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In this episode of The At Last Podcast, I’m joined by Jason Nelson—aka The Essential Jason Nelson—a high-energy saxophonist and pianist who’s mastered the art of unforgettable wedding performances. We dive into his journey from music lover to in-demand wedding entertainer, with over 250 weddings under his belt. Jason shares his marketing insights, …
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Redefining Legal Operations to Adapt to Uncertainty and Change
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I spoke with Will Seaton, the Chief Customer Officer at DraftWise, Dan Wallace, the Vice President of Sales for the North American Markets at Neota, and Laura Wenzel, the Global Marketing & Insights Director at iManage. The three companies are part of a consortium supporting a new report featuring the perspectives of 31 legal operations leaders, ti…
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We're (mini) Retiring! w/ Jillian Johnsrud #999
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*Special Episode Alert*... take a peek behind the curtain as we have an intimate, candid chat with our friend Jillian Johnsrud, a master of intentional career breaks and author of the upcoming book Retire Often (out in September). As we take a summer hiatus from new podcast episodes, we dive deep with Jillian into the art of stepping away from work…
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Ep 21: Is Your Accountant Helping You Build Wealth—or Just File Forms?
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Running a MedSpa comes with plenty of visible expenses, but some of the biggest financial wins happen behind the scenes. One of the most overlooked drivers of profitability isn’t a fancy machine or a high-end service—it’s a strategy. And the best part? It’s entirely within your control. Let’s explore the kind of moves that don’t just treat symptoms…
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Planning for Retirement When You’ll Never Have an Empty Nest
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For many parents, retirement planning includes the idea of an empty nest. But what if that’s never going to be your reality? Today, Phil answers a viewer question about how to plan for retirement while continuing to care for an adult child on the autism spectrum. It’s a question more families are facing, and in this episode, we’re walking through t…
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Tax software makes it easier than ever to file your return on your own, but just because you can do your taxes yourself, doesn’t mean you should. In this episode, Wade explores when DIY tax filing makes sense and when it could lead to costly mistakes. If you’re a W-2 employee with no extra income streams, doing your own taxes might be just fine. Bu…
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Too Much Financial Info? How to Filter the Good from the Bad
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In today’s world, information is everywhere, but not all of it is helpful. When it comes to financial planning, too much research or the wrong kind of advice can do more harm than good. In this episode, Eric tackles the overwhelming flood of financial content people consume through news articles, websites, AI tools, and so-called “money experts.” W…
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Getting To Know Us: Food You Used to Hate
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In this Getting To Know Us segment, Tad and Tyler dive fork-first into a very important topic: foods we used to hate... but now love. We take a break to dish on olives, zebra cakes, goat cheese, and questionable Parisian meals. Spoiler: someone may have fake-declared a food allergy just to survive a five-course dinner in the Eiffel Tower. No judgme…
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Is a Financial Advisor Really Worth It? The Value of Trusted Guidance
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Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most common, and important, questions people ask: Do I really need a financial…
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Inside the Transition: What Really Happens When Advisors Moves
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Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The emotional cost of waiting too long to leave. -Why your assistant should be part of the due diligence process. -Using the transition conversation to grow your book of business. -Legal tips for navig…
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E35: Carotid Endarterectomy Mastery with Dr. Michael Roskos
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How do you perform a carotid endarterectomy with confidence while ensuring patient safety in a rural setting? Host Dr. Randy Lehman welcomes Dr. Michael Roskos, his former program director for the rural surgery track at Mayo Clinic, to dive deep into this critical procedure. They explore patient selection criteria, detailed surgical techniques, and…
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Most CEOs react. Profitable CEOs prepare. In this mid-week mini episode of the Say Yes To Profits® Podcast, Dr. Octavia Conner reveals the power of scenario planning and how it can help you stay calm, confident, and cash flow strong in any economy. This is not about fear. It is about having a plan before you need one. Watch now to learn how high-ea…
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Ultimate Guide to Small Business Accounts Receivable Financing Part 4
5:26
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Accounts Receivable Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains accounts receiva…
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Simple Weekly Business Rhythm: Reduce Overwhelm and Grow with Flow | 302
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Feeling scattered in your business week after week? In this episode, I’ll show you how to create a simple weekly business rhythm so you can reduce overwhelm, stay consistent, and start showing up with focus. If you’ve been struggling to balance life, content, and your dream of launching or growing your online business—this episode will give you the…
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#251 - Paul Gaudio-President NexGen FPA-Client guidance and network expansion opportunities.
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Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Client Advisor at Crestwood Advisors with 8 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life & financial complexities with clarity and care. He also serves as the President …
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Company vs Personal: The Rental Property Question Explained! - Optimum: LIVE! Ep18
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🎥 Optimum Live Ep. 18 | Financial Considerations for Your Buy-to-Let Property - Company or Personal? Recorded Monday 16th June 2025 Should you buy a rental property through a company or in your own name? It’s a huge decision - and not a simple one. In this episode of Optimum: Live! Host Chris Dawes gets Michael Blaken from Optimum Professional Serv…
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From Monk to Money Manager w/ Doug Lynam #998
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Today’s guest, Doug Lynam, has lived an extraordinary life! From overcoming bankruptcy to achieving financial security, taking vows of poverty as a Benedictine monk to managing over $250 million in assets as a wealth advisor, and graduating top of his class as a Marine to spending 20 years in monastic life, Doug’s journey is as diverse as it is ins…
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Making a Difference: Smart Ways to Support Causes You Care About
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A significant portion of the work that we do for clients entails financial modelling to help understand what is possible. Frequently, we arrive at the conclusion that the person’s long term outlook is very secure, and indeed they likely have wealth in excess of requirements. Most commonly in this circumstance, people start to think about early inhe…
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How Financial Abuse Impacts Women and What Can Be Done with Buffy Kerekes and Ersi Scarman
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In this episode of For Her, With Her, we’re joined by Buffy Kerekes and Ersi Scarman from The Zahra Foundation to shine a light on financial abuse. One of the most common yet least understood forms of domestic and family violence, Buffy and Ersi share common experiences they hear from the women they work with, exposing how financial abuse can trap …
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Episode 276: Beyond the 9-to-5: How Franchising Can Redefine Your Career Path with Alex & Julie Roberts
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Ever dreamed of owning a business but felt overwhelmed by starting from scratch? Franchising might be the solution you didn’t know you needed—offering the independence of entrepreneurship with the structure and support of an established brand. Melissa Joy, CFP® is joined by husband-and-wife team Alex and Julie Roberts to explore the world of modern…
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Revenue Reality Check: How Much Are You Actually Taking Home?
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What You'll Learn in This Episode We've all seen the Instagram posts – photographers proudly announcing their six-figure businesses. But here's what no one's talking about: a six-figure business doesn't equal a six-figure salary. Not even close. In this eye-opening episode, Tiffany breaks down the reality of what photographers actually take home ve…
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231. The Fractional CFO Files | Mastering Financial Models & Fractional Life with Karl Lloyd
42:44
42:44
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Send us your thoughts In this episode of CFO 4.0, host Hannah Munro speaks with Karl Lloyd, fractional CFO and founder of Lloyd Consulting Limited, about his transition from full-time finance roles to a portfolio CFO career. Karl shares practical insights from working across sectors like e-commerce, SaaS, and travel, and reflects on the realities o…
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This week, Phil talks about how to avoid having politics and geopolitics impact your portfolio.
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Ask HTM - Road Trips with Old Cars, Steps to Combining Finances, & When to Drop Escrow #997
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Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …
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288. What is the FAFSA, and how does it work?
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In this episode of A Wiser Retirement® Podcast, we discuss how the Free Application for Federal Student Aid (FAFSA) is crucial in determining eligibility for financial aid, including grants, loans, and work-study opportunities. Whether or not your family qualifies for aid, understanding the FAFSA’s purpose and process is essential for anyone naviga…
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Recession-Proof Strategies for Minority Women CEOs
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If the economy crashes tomorrow, will your business survive or scramble? In this episode, I break down exactly how high-earning, service-based minority women entrepreneurs can recession-proof their businesses with power, purpose, and profit. This is not about panic. This is about preparation. From building a 12-month cash reserve to securing capita…
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Feeling overwhelmed by AI but know your business needs it? This episode breaks down artificial intelligence into practical, actionable steps for small business owners. Host Nury Torres Dumani shares her personal journey from being buried in administrative tasks as a real estate agent to leveraging AI tools that transformed her workflow at PulsePoin…
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From Chaos to Clarity: Streamlining Operations with Data
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Key Highlights: -The true cost of operational disorganization - and how to measure it. -Why “progress, not perfection” is the key to implementation. -How to identify bottlenecks using data and process tracking. -The concept of Kaizen and continuous improvement in firm operations. -Simple steps to begin streamlining your business today. If you’re an…
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Ultimate Guide to Small Business Accounts Receivable Financing Part 3
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: "Ultimate Guide to Small Business Accounts Receivable Financing," part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This comprehensive guide book thoroughly explains accounts receiva…
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dua a day- Dua for Mercy, Forgiveness, and Protection | najam institute
11:54
11:54
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Heavenly Whispers: Dua a Day is a spiritually enriching YouTube series presented by Mufti Mohammed Samir Wahid. Each episode offers a daily supplication (dua) drawn from the Quran and Hadith, accompanied by insightful commentary to deepen your connection with Allah. This series aims to inspire viewers to incorporate meaningful prayers into their da…
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dua a day- dua for Protection from Harm - najam institute
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Heavenly Whispers: Dua a Day is a spiritually enriching YouTube series presented by Mufti Mohammed Samir Wahid. Each episode offers a daily supplication (dua) drawn from the Quran and Hadith, accompanied by insightful commentary to deepen your connection with Allah. This series aims to inspire viewers to incorporate meaningful prayers into their da…
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3 Financial Planning Essentials for Father’s Day
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This Father’s Day, give your family something that lasts: financial confidence. In this special episode, David outlines three essential financial steps every dad should prioritize, whether you’re chasing toddlers or preparing for retirement. From building a strong financial base to adjusting your budget as life changes, these timeless moves can hel…
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Friday Flight - Dumpster Diving, Insurance Dodging, & Pudgy Penguins #996
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Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…
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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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#250 - Dan Galli & Dennis Moore- Catching up with FPA Leadership
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Catching up with FPA Leadership - with Dan Galli & Dennis Moore On this episode Kathleen and Kevin are joined by FPA national president-elect Dan Galli as well as long-time member, supporter and now acting CEO of FPA National, Dennis Moore. We chat about what brought Dan and Dennis to the FPA, why they both remain committed to the organization, wha…
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How To Organize Your Finances Like A Profitable CEO
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In this mini episode of Say Yes To Profits, discover four powerful steps to organize your finances like a CEO. You’ll learn how to eliminate silent cash leaks, manage your money with confidence, and build a strong cash reserve with ease. This episode is packed with practical strategies to help you gain control of your business finances. Take the fi…
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Ep 20: Own It or Owe It? Navigating MedSpa Equipment Financing
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Every MedSpa owner reaches a moment where the next big decision isn't about treatments or clients — it's about capital. The equipment you choose (and how you pay for it) can quietly shape the trajectory of your entire practice. But what seems like a simple financial choice often hides deeper implications. Before you sign anything, there’s a convers…
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Retirement isn’t just about financial spreadsheets, it’s about preparing your whole life for a new chapter. In this episode, Eric uses the clever framework of The Five People You Meet in Heaven to explore the five types of professionals and relationships that can shape your retirement journey. From legal guidance to physical wellness, these people …
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Big Changes - The 4% Rule Gets a Makeover
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The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision? In a world of volat…
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