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Complete list of Financial Planner Podcasts - Listen & Review on Goodpods

Red Beans & Advice

22 Episodes

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Avg Length 33m

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Latest episode 1 year ago

This podcast is brought to you by Schexnayder Wealth Advisors. Located in LaPlace, Louisiana, Schexnayder Wealth Advisors has offered financial services for over 25 years. We aim to make clear explanations to complex questions, with a bit of Louisiana flair. New episodes will drop once a month on Mondays! Hosts are Nolan Schexnayder, Owner and Senior Financial Advisor, Jesse Duhon, Financial Advisor and Katy Hane, Account Executive. Our offices are located at 330 Belle Terre Blvd, Ste. 201 LaPlace, LA 70068 and 8221 Summa Ave, Ste. E Baton Rouge, LA 70809. Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The Retirement Guide / Retirement Planning Education

47 Episodes

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Avg Length 11m

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Latest episode 15 days ago

The Retirement Guide - A Retirement Planning Education PodcastThe 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!
The 360Blue Financial Strategies Show

57 Episodes

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Avg Length 8m

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Latest episode 3 years ago

Short, energetic, and informative! Join us each week as we discuss financial strategies to improve your life and propel you to financial freedom. **Securities and Advisory Services offered through United Planners, Member: FINRA, SIPC. 360Blue Financial Strategies and United Planners are not affiliated.
Investec Wealth Strategies

35 Episodes

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Avg Length 7m

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Latest episode 3 years ago

These are audio versions of the blog content we provide on our website. Investec is an independent, boutique wealth management firm based in Houston, TX. We have been serving affluent families with over $1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. We invite you to consider our forward-looking approach to wealth management. Learn more at investecwealth.com
PROpulsion LIVE

127 Episodes

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Avg Length 39m

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Latest episode 20 days ago

Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!