Top 4 Financial Planning Podcasts

We use our experience as financial planners to help guide you through life's most important financial decisions (and we try to do it in 20 minutes or less).

Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

NOBS Wealth Podcast: Unpacking the Realities of Wealth and Mindset
Overview:
Join Stoy Hall in the captivating NOBS Wealth Podcast, where transparent, engaging conversations about wealth and mindset are at the forefront. As a wealth advisor at Black Mammoth, Stoy delves into the financial world with honesty and insight, cutting through the industry jargon to offer clear and actionable advice.

Highlights:

• Money Mindset Series: Explore the intersection of psychology, emotions, and wealth. This series uncovers how your financial decisions are deeply influenced by your personal money story.
• Minority CFP Series: This series shines a light on the journeys of Black Certified Financial Planners, showcasing their contributions and diversifying perspectives in the financial industry.
• Alternative Investing Series: An exploration of investment opportunities beyond traditional stocks and bonds, revealing pathways to generational wealth through alternative investments.
• 12 Days of Giving Series: This heartwarming series unveils stories of financial resilience during the holiday season. Listen to 12 client narratives, each revealing the emotional and human side of financial planning. From recent graduates to retirees, these stories emphasize the importance of mindset in overcoming financial challenges.

Why Listen?
The NOBS Wealth Podcast is more than just a financial advice platform; it's a source of inspiration and empowerment. Stoy Hall brings a wealth of knowledge and a unique, no-nonsense approach to discussing various aspects of finance. Whether you're navigating economic uncertainties or looking for innovative investment strategies, this podcast offers invaluable insights and personal stories to guide and motivate you in your financial journey.

Let’s Talk CPF is a podcast that brings conversations on CPF to your ears. Tune in to get answers to common CPF questions, CPF hacks and interviews with industry experts on CPF and financial planning to help you prepare for your future. Listen and subscribe to us now! Do you have feedback or questions? Write to us at [email protected].

Disclaimer: Guests are not paid for their appearances on the podcast. The views expressed by guests are their own, and their appearance on the podcast does not imply any endorsement of them or the entity they represent.

MoneyBriefings.com explores ideas on the financial markets, the economy, and other issues that matter to investors.

Welcome to 'Childcare Tax Break Breakdown,' the essential podcast for HR and operation leaders in large enterprise organizations across the United States. Hosted by Greg and Doug, two experts with a shared passion for savvy financial solutions and a unique personal bond - both are proud dads, former single fathers, born on the same day, and enthusiasts in finding financial loopholes. Every episode guides you through the latest childcare legislation and financial grants, offering insights into application processes, usage, and their critical importance to your organization. Beyond the technicalities, they bring a personal touch with stories from their parenting experiences, adding warmth and relatability. Stay informed and ahead of the curve by subscribing to 'Childcare Tax Break Breakdown' and join Greg and Doug on a journey through the financial landscape that shapes the future of childcare and organizational growth.
Support the podcast and buy us a coffee (we need it):
https://www.buymeacoffee.com/taxbreakbreakdown

NOBS Wealth Podcast: Unpacking the Realities of Wealth and Mindset
Overview:
Join Stoy Hall in the captivating NOBS Wealth Podcast, where transparent, engaging conversations about wealth and mindset are at the forefront. As a wealth advisor at Black Mammoth, Stoy delves into the financial world with honesty and insight, cutting through the industry jargon to offer clear and actionable advice.

Highlights:

• Money Mindset Series: Explore the intersection of psychology, emotions, and wealth. This series uncovers how your financial decisions are deeply influenced by your personal money story.
• Minority CFP Series: This series shines a light on the journeys of Black Certified Financial Planners, showcasing their contributions and diversifying perspectives in the financial industry.
• Alternative Investing Series: An exploration of investment opportunities beyond traditional stocks and bonds, revealing pathways to generational wealth through alternative investments.
• 12 Days of Giving Series: This heartwarming series unveils stories of financial resilience during the holiday season. Listen to 12 client narratives, each revealing the emotional and human side of financial planning. From recent graduates to retirees, these stories emphasize the importance of mindset in overcoming financial challenges.

Why Listen?
The NOBS Wealth Podcast is more than just a financial advice platform; it's a source of inspiration and empowerment. Stoy Hall brings a wealth of knowledge and a unique, no-nonsense approach to discussing various aspects of finance. Whether you're navigating economic uncertainties or looking for innovative investment strategies, this podcast offers invaluable insights and personal stories to guide and motivate you in your financial journey.

Maui Mastermind presents The Business Coach Podcast.
Answering your questions and providing real actionable insights for building a better, stronger, more profitable business without sacrificing your time, life, or freedom any more. https://MauiMastermind.com

The Retirement Guide - A Retirement Planning Education Podcast
The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years. It is concise and to the point lasting no longer than 12 minutes per episode.
Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement.
In a world of misinformation and sales pitches, trust is key. We're here to provide just that. So, join us each week as we explore essential topics for retirement.
Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC, services clients locally in South Carolina and North Carolina and virtually nationwide.
Learn more about Capital Wealth Group and George Jameson, CFP®, MBA, a Financial Advisor based in Columbia, SC, CLICK HERE!

George can be reached at (803) 250-6464 or [email protected]

Check out "The Retirement Guide" Podcast by: George Jameson - CLICK HERE!

Schedule a Free Consultation – Click Here!

Launched in early 2020, the JNBA Financial Advisors Podcast brings together experts at one of the top nationally-ranked independent fee-only wealth management firms in the country to discuss timely topics that impact investors, from the pandemic and politics to the markets and taxes. Minneapolis-based JNBA Financial Advisors has helped guide people through life’s most important decisions through an advice driven by advocacy® approach for more than 45 years.
For more information about JNBA Financial Advisors, visit JNBA.com.

Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com.
Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

The Life Money Balance® podcast helps you “let your life lead your money, not your money lead your life” and engage with your journey to create your life's design. The podcast uses compelling conversations that combine money psychology with personal finance topics to improve your well-being and achieve your life aspirations.
Your host Dr. Preston D. Cherry (“Dr. Cherry”), interviews guests and performs solo shows to provide an emotion-safe space where real people engage in real talk and share authentic moments. Let’s chop! Learn more by following @drprestoncherry, Certified Financial Planner, Certified Financial Therapist, University Professor, and Founder & President of Concurrent Financial Planning, www.concurrentfp.com.

Schedule your complimentary consultation MoneyScriptWealth.com

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this media serves as the receipt of, or as a substitute for, personalized investment advice from The Money Script, LLC. To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.

The Money Script, LLC is neither a law firm nor a certified public accounting firm and no portion of the article’s content should be construed as legal or accounting advice. A copy of the Money Script Wealth Management, PLLC.’s current written disclosure statement discussing our advisory services and fees is available upon request.

www.moneyscriptwealth.com

Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.

A show for visionaries, entrepreneurs, leaders, and change-makers who have big visions. And guess what?? Those visions are expensive!! So we maximize the money we're earning to invest and build wealth so that we can fund our dream life, support our family and create generational wealth, and give generously to communities we care about. We build wealth through practical financial and wealth-building strategies, growing our relationship and mindset with money, and embodying an elevated energy around what it feels like to be wealthy, right now.

A podcast where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, stock market news and analysis, and discussion around many of the stories and decisions facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your financial situation (with the occasional dad joke).
Learn more at TheInvestedDads.com

Empower yourself with knowledge, one fact at a time. Markets with Megan is a two-minute financial markets podcast hosted by Megan Horneman, the CIO of Verdence Capital Advisors. Megan provides experienced analysis and in-depth insights that go beyond the daily headlines to unravel the economy's intricacies and indicators.

Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.

The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.
Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for.
Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.
© 2024 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Dollars & Dwellings is a captivating and informative podcast that delves deep into the world of real estate, personal finance, and homeownership. Hosted by Regine Etienne, this podcast offers listeners valuable insights and expert advice on all things related to housing and finances.

Our guests are industry experts, real estate professionals, financial advisors, and homeowners who will share their knowledge and experiences.
Listeners gain access to insider tips and tricks for navigating the complex world of real estate and personal finance.
Topics include:

1. Homeownership Stories
2. Market Trends and Analysis
3. Money Matters
4. Home Improvement and Renovation
5. Q&A Sessions
6. Personal Finance Strategies
7. Current Events

Dollars & Dwellings fosters a sense of community among its listeners. Regularly featuring success stories from people who have achieved their goals, it encourages others to share their journeys and support one another.

Whether you're a first-time homebuyer, a seasoned real estate investor, or simply interested in improving your financial literacy, Dollars & Dwellings is your go-to podcast for valuable insights, practical tips, and inspirational stories to help you navigate the world of real estate and personal finance with confidence.
Tune in to achieve your homeownership and financial goals today!
The information provided by this site is for general informational purposes only. All information provided is in good faith, however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability or completeness of any information. This site does not take applications and is not approved by New York State.
Reliant Home Funding, Inc 445 Broad Hollow Rd, Suite 334 Melville, NY 11747 | 877-937-6787 | N.Y.S. Department of Financial Services | Registered Mortgage Banker: LMB 109705 | Licensed by the NJ Dept of Banking and Insurance | Massachusetts Mortgage Lender ML292473 | Rhode Island Licensed Lender | NMLS: 292473/For licensing information, go to: www.nmlsconsumer access.org

Welcome to the Simons Says Podcast, where we explore a range of fascinating topics that impact our lives, hosted by David Simons. From the latest current events and thought-provoking personal stories to tips for health and wellbeing, we cover it all.

Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management.

We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener topic or question out of a hat and have a candid conversation about it. The fun part, we don't know what the question will be, and that makes it interesting and exciting for us to discuss it with you. We are striving for a great listener experience by discussing financial topics in a relatable way. We hope you enjoy it.

Be sure to subscribe and follow along as we release episodes each month.

The Point Podcast is sponsored by Basepoint Wealth, LLC. Visit basepointwealth.com for important disclosure information.

Welcome to Tax Talk, your tax focused podcast for valuable small business strategies. Join CPA/Attorney Brad as he uncovers insights that could potentially save you $10,000 or more on average, while Army veteran and entrepreneur Josh challenges his conventional tax wisdom, asks the questions everyone is thinking, and tries to find legal ways around the tax laws.
Schedule time to discover your tax overpayments --> https://calendly.com/exponential-lee/30min

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 success!
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 our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.