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

The Agent of Wealth

240 Episodes

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Avg Length 27m

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Latest episode 3 days ago

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.
Bulletproof Entrepreneur

68 Episodes

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Avg Length 70m

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Latest episode 4 days ago

A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit. Inspired conversations with world-class entrepreneurs and the specialists who support them.
Mostly Money

61 Episodes

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Avg Length 51m

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Latest episode 3 years ago

Why does coffee taste better when you pay with cash? How did a victim of human trafficking take her knowledge of how the money flows in that world to become a law enforcement consultant? How does an economist think about Bitcoin? There's so much more to money than just investment portfolios.Mostly Money not only teaches you how to take control of your finances, it explores the full world of all things money with expert interviews conducted by Preet Banerjee (former television host for Oprah Winfrey).
Retirement Planning Education, with Andy Panko

140 Episodes

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Avg Length 50m

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Latest episode 4 days ago

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Woman-Owned Wallet: The Podcast

55 Episodes

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Avg Length 52m

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Latest episode 8 months ago

💰 Woman-Owned Wallet: The Podcast is where money meets empowerment—with a little chaos, a lot of cursing, and plenty of sound effects. Hosted by serial entrepreneur and unapologetic financial feminist, Amanda Dare, this show breaks down the walls of money talk in ways other podcasts just don’t.From running a bold, feminist marketplace featuring 50+ woman-owned brands to leading walking tours of women-led businesses in Louisville, Amanda is all about putting money where it matters—into the wallets of women. Now, she’s bringing that same energy to the mic.Ranked #83 in the Top 100 Money Podcasts and #4 in the Money Mindset Chart, this show is a must-listen for anyone looking to level up their money mindset, build wealth, and gain financial independence—without the boring finance bro jargon.Each episode, Amanda sits down with inspiring women in business for real, unfiltered money talks—the highs, the lows, the “WTF am I doing?” moments, and the WOW wins that changed everything. Expect candid, curse-filled conversations on money management, entrepreneurship, investing strategies, budgeting tips, financial literacy, side hustles, and passive income—all with a side of laughter, sound effects, and zero shame.✨ Whether you’re an entrepreneur, a side hustler, or just someone who wants to grow your savings, build wealth, or stop feeling weird about money, this podcast will leave you feeling empowered, entertained, and ready to secure the bag.💸 Your wallet empowers. Their dreams enrich the world. That’s the WOW factor.
The Beautifully Broken Podcast

228 Episodes

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Avg Length 51m

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Latest episode 11 hours ago

The Beautifully Broken Podcast, hosted by Freddie Kimmel, is a one-stop destination for people looking to incorporate wellness technology, a positive mindset, and good energy into their lives. With a mission of helping people become their most authentic selves, it covers a wide variety of topics, from biohacking and functional medicine to mental health, providing practical advice and resources. As a survivor of metastatic cancer, chronic Lyme disease, and mold toxicity, Freddie brings his unique experience to the show's interviews and highlights technology that has made a measurable shift in his road to feeling incredible. Tune in to explore the power of the human spirit and how to live a healthier, happier life.
The Scope of Practice Podcast

123 Episodes

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Avg Length 51m

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Latest episode 2 years ago

Dr. Brent W. Lacey, M.D. teaches healthcare professionals how to manage their businesses successfully and master their personal finances. Most physicians and dentists enter their profession with large amounts of personal debt, and beyond that - they begin working with no knowledge of how to actually run a clinical practice. You should be able to help your patients and do what you love without being stressed by all the other obligations that come with managing your medical practice. Dr. Lacey interviews physicians and other industry experts on topics such as physician burnout, financial independence, business management, leadership, personal growth, marriage, parenting, side hustles, marketing and branding, and medical education. You shouldn’t have to feel overwhelmed by the pressures of running your practice or by your own personal finances. Restore the joy you receive from helping your patients, knowing you have the knowledge and skills to handle all the other responsibilities that come with that. Hit “subscribe” and get ready to change your life.
Women Don't Do That (WDDT)

196 Episodes

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Avg Length 36m

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Latest episode 6 days ago

Conversations with women who are change-makers and risk-takers. Inspirational and educational content to help you do whatever it is you think you can't do. We cover issues from professional growth, to improving your work life wellbeing (making your life/parenting/career easier), to having difficult conversations on important topics that affect your life (e.g. sexual assult, mom guilt, miscarriage).
Upreneur

48 Episodes

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Avg Length 41m

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Latest episode 1 year ago

Upreneur is a podcast series that explores diverse entrepreneurial ventures with insider tips about how to spark your vision and begin your future. Each week, Upreneur host Jeremy Straub interviews leading CEOs and entrepreneurs, from South Florida and beyond, offering a unique glimpse into their success. The Upreneur podcast has partnered up with SCORE to help bring engaging conversations with today’s top leaders and business owners.
Financial Planner Life Podcast

225 Episodes

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Avg Length 61m

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Latest episode 4 days ago

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton Capital Managment, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm. Sam has always had a passion for financial services, starting out as a trainer for leading product provider in the UK, he has been in the industry for over 20 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing profession. Be sure to check out Financial Planner Life Academy - start your career today! https://financialplannerlife.com/financial-planner-life-academies/
Simons Says Podcast

16 Episodes

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Avg Length 74m

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Latest episode 7 months ago

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.
Profit Knocks

9 Episodes

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Avg Length 27m

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Latest episode 1 year ago

Weekly show about why to invest in real estate, how to do it right and where to look for profitable opportunities. We interview experts from around the world who offer first hand tips and experiences to help our audience make the right investment decision. Providing You with Quality Real Estate Investment Opportunities‍ Investing in real estate can be quite lucrative if done properly. If you’re starting your investment journey, you should consult a commercial real estate agent who can help you find profitable investing programs. An experienced real estate agent will unlock doors of opportunities that you won’t find elsewhere. They will also handle all the legwork on your behalf so that you can focus on buying the best real estate properties.Their expertise, experience, and connections will ensure you get the best deal. Working with a real estate agent has several benefits. Having said that, finding a reliable real estate agent is easier said than done. If you’re looking for one, check out the services Inter Properties provides.
NoBS Wealth

135 Episodes

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Avg Length 37m

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Latest episode 4 days ago

Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step.We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life challenges of money—and how to crush them.Why You Should Tune In:No Fluff. Just Actionable Advice: You don’t have time for complicated, jargon-filled nonsense, and I don’t have the patience to give it to you. Here, we’re breaking down strategies you can actually use—whether you're managing cash flow in your business or figuring out how to start investing without feeling overwhelmed.Your Money, Your Mindset: If you think the key to wealth is just about saving and investing, you’re missing half the game. We’ll tackle the inner work—overcoming financial fear, breaking generational money cycles, and adopting a winning mindset to keep you in the game long-term.Real Stories You’ll Relate To: We’re bringing on guests with stories like yours. Women and minority business owners who’ve been where you are, taken the risks, and come out on top. No “overnight success” garbage—just honest journeys filled with ups, downs, and everything in between.Who This Podcast Is For:If you’ve ever thought:“I want to build wealth, but I don’t know where to start.”“I’m ready to grow my business, but I need guidance on the financial side.”“I don’t come from money, and it feels like I’m playing catch-up.”Then congratulations—you’re exactly who this podcast was designed for.What You’ll Get Out of It:Breaking the Fear: We’ll help you face that first step head-on and show you that building wealth isn’t just for the rich or privileged—it’s for you.Alternative Wealth Strategies: From real estate to investing in your business, we’ll explore nontraditional ways to grow your money without drowning in “just invest in the S&P 500” advice.Practical Tools: Whether it’s tax hacks, cash flow management, or scaling your business, we give you the tools to act, not just dream.It’s time to bet on yourself. Tune in, get inspired, and most importantly—take action. The life you want? It’s within reach.Visit nobswealth.com to catch our latest episodes and join the NoBS movement.And yeah, we get a little explicit around here. You’ve been warned.
NoBS Wealth

135 Episodes

|

Avg Length 37m

|

Latest episode 4 days ago

Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step.We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life challenges of money—and how to crush them.Why You Should Tune In:No Fluff. Just Actionable Advice: You don’t have time for complicated, jargon-filled nonsense, and I don’t have the patience to give it to you. Here, we’re breaking down strategies you can actually use—whether you're managing cash flow in your business or figuring out how to start investing without feeling overwhelmed.Your Money, Your Mindset: If you think the key to wealth is just about saving and investing, you’re missing half the game. We’ll tackle the inner work—overcoming financial fear, breaking generational money cycles, and adopting a winning mindset to keep you in the game long-term.Real Stories You’ll Relate To: We’re bringing on guests with stories like yours. Women and minority business owners who’ve been where you are, taken the risks, and come out on top. No “overnight success” garbage—just honest journeys filled with ups, downs, and everything in between.Who This Podcast Is For:If you’ve ever thought:“I want to build wealth, but I don’t know where to start.”“I’m ready to grow my business, but I need guidance on the financial side.”“I don’t come from money, and it feels like I’m playing catch-up.”Then congratulations—you’re exactly who this podcast was designed for.What You’ll Get Out of It:Breaking the Fear: We’ll help you face that first step head-on and show you that building wealth isn’t just for the rich or privileged—it’s for you.Alternative Wealth Strategies: From real estate to investing in your business, we’ll explore nontraditional ways to grow your money without drowning in “just invest in the S&P 500” advice.Practical Tools: Whether it’s tax hacks, cash flow management, or scaling your business, we give you the tools to act, not just dream.It’s time to bet on yourself. Tune in, get inspired, and most importantly—take action. The life you want? It’s within reach.Visit nobswealth.com to catch our latest episodes and join the NoBS movement.And yeah, we get a little explicit around here. You’ve been warned.
The Strategy Stacker - Luke Talks Money

310 Episodes

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Latest episode 1 day ago

Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
Invest for Success

43 Episodes

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Avg Length 22m

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Latest episode 1 year ago

The team at Mooney Lyons prides itself on delivering financial security to families, individuals, and business owners. Our identity is built around the desire to deliver goal-based financial security to our clients – today and in the future – through lasting meaningful personal relationships. That's what we bring to this podcast.
Women's Money Wisdom

255 Episodes

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Avg Length 24m

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Latest episode 6 days ago

Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial planner at Pearl Planning, Melissa Joy, CFP ®, will roll out a new episode each week to help you improve financial literacy and gain the confidence you need to navigate your financial life. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan. You can reach our office at (734)274-6744. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. 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 podcast serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. 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. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the Podcast content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning.
OnRoute to Wealth

67 Episodes

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Avg Length 54m

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Latest episode 1 year ago

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.
The Mind Money Spectrum Podcast

145 Episodes

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Avg Length 58m

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Latest episode 27 days ago

Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com. Graystone Advisor, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration. Investing Forever LLC (d/b/a, Investing Forever Advisory) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted.
The Standard Deduction

27 Episodes

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Avg Length 9m

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Latest episode 2 years ago

The Standard Deduction podcast is hosted by Creative Planning President Peter Mallouk along with Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team.
The Financial Philosophers

80 Episodes

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Avg Length 35m

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Latest episode 1 month ago

We're here to help YOU learn how to grow, protect and use your money! We seek to empower You with the knowledge to apply specific financial strategies towards your ideal life, in connection with your deeply held values and goals. As professional financial planners with more than 10 years of experience, we embrace nuance and are willing to approach finance in unconventional ways. We strive to put thoughtfulness and intention behind every dollar we use and search for that perfect balance between planning for your future self and living in the moment. Chris is a CFP® professional, and Danny has just completed his CFP® education curriculum. We hope you enjoy the podcast, welcome your feedback, and can't wait to Philosophize these Finances!For the video version of this podcast, check out our YouTube channel:https://www.youtube.com/@financialphilosophersTo contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel.Patreon:patreon.com/TheFinancialPhilosophers
Music to My Heirs

11 Episodes

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Avg Length 22m

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Latest episode 5 years ago

Host Stephen C. Lewis has over 15 years of experience helping a global clientele of Ultra High Net Worth families. The challenges facing these families are usually not financial, but the legacy they leave behind. How do you ensure that the wealth you gain in this life creates a better future for your children and their children? On Music to My Heirs, Stephen interviews top thought leaders sharing stories, lessons, secrets and insights that will last generations.Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.
Best Friends Finance

62 Episodes

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Avg Length 37m

|

Latest episode 3 years ago

Two working moms and solopreneurs learn that when women start talking about money, it’s worth a million! Best Friends Finance is a weekly podcast featuring stories, ideas and support to help empower women to take control of their financial future by talking about money...with friends. Hosted by Amanda Kessler & Lara Ford, who made it to their forties with their heads planted firmly in the sand regarding finances, until a few key conversations with friends changed the trajectories of their financial lives. NO judgment, no lectures. Just a chat with best friends.
Wealth from Wisdom

114 Episodes

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Avg Length 46m

|

Latest episode 5 years ago

Many people who are financially wealthy are emotionally poor. Carson Wealth has a simple mission: to inspire clients to pursue their True Wealth—the things that money can’t buy and death can’t take away. Tune in to hear some of the most celebrated and respected financial advisors and executives in the industry share their insight and wisdom on how to live life by design, not default.
Henssler Money Talks

1201 Episodes

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Avg Length 24m

|

Latest episode 2 days ago

Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
The Life and Legacy Show

199 Episodes

|

Avg Length 26m

|

Latest episode 1 month ago

Hosted by Certified Elder Law Attorney, Tim Sechler from Pittsburgh, PA. On this show we discuss all things Elder Law, Estate Planning, Asset Protection Planning. Tim will teach you how to protect your life savings from long term care concerns and other financial pitfalls. We'll discuss changes in the law that affect you. You'll get Tim's take on what makes a good estate plan and what opportunities families sometimes miss. You'll learn about upcoming events for retirees around Pittsburgh. Sometimes, we simply discuss the things Tim finds interesting.
Really Simple Investing Podcast

16 Episodes

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Avg Length 26m

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Latest episode 9 months ago

If you're a young professional looking to build long-term wealth through simple investing strategies, or simply improve your money management skills, the Really Simple Investing podcast is for you. This podcast is for listeners seeking long-term financial well-being. If you are looking for uncomplicated strategies for investing, listening will provide you with insights and advice from experts in investing, financial literacy and personal money management. The Really Simple Investing Podcast is dedicated to interviewing investors, authors, and leading financial authorities to provide listeners with straightforward and accessible ways to invest in stocks, bonds, mutual funds and exchanged traded funds. Plus, the podcast brings you insights from experienced traders in commodities, futures, options and even cryptocurrency. You will be learning from successful investors' experiences, gaining insights into income-focused investing, and understanding low-risk quality investment opportunities like buying quality dividend paying stocks, holding index funds and income producing real estate. The focus is on providing accessible investment strategies that build lifelong portfolios, achieve financial security and independence. If you are new to investing or simply want to learn more, listening to the podcast each week will bring you access to experienced investors, traders and educators who break down investing principles in ways that make it easy to start building wealth, even if you are starting at zero.
The UpstreamLife

96 Episodes

|

Avg Length 46m

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Latest episode 3 days ago

The UpStream Life offers an editorial approach to content creation that focuses on capturing the intellectual foundations of an organization. While social media and marketing content are important, our approach prioritizes storytelling that resonates with stakeholders.Our experienced team of writers, filmmakers, and editors works closely with clients to create narratives that capture the essence of their organization. By emphasizing conversations that truly matter, we believe our approach can help organizations achieve lasting success. Choose The UpStream Life for content that captures the vision and journey of your organization.Follow Us On:► Facebook: https://www.facebook.com/theupstreamlife?mibextid=ZbWKwL► Instagram: https://instagram.com/the_upstreamlife?igshid=YmMyMTA2M2Y=► LinkedIn: https://www.linkedin.com/in/vishal-krishna-3759574a/► Twitter: https://twitter.com/theupstreamlife?t=VZZA4X_CzrXh7uQF-NYtgQ&s=09
Complete Wealth Management With Dave Alison

24 Episodes

|

Avg Length 36m

|

Latest episode 23 days ago

Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth.About The Host:Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management.Dave’s exceptional contributions to the financial services industry have garnered prestigious accolades, including being named a 2023 InvestmentNews 40 Under 40 honoree, a 2023 ThinkAdvisor LUMINARIES winner for thought leadership and education, InvestmentNews Top Advisors 2024 list, Excellence Awardee Finalist for the 2024 InvestmentNews Awards, and a multiple-year recipient of the Five Star Wealth Manager Award.His expertise in holistic wealth management has garnered recognition from reputable media outlets, such as Bloomberg, MarketWatch, Schwab, Forbes, Investor's Business Daily, U.S. News & World Report, and Financial Planning Magazine, positioning him as a trusted source in the field.Furthermore, Dave is the founding partner & President of C2P, a platform committed to enhancing financial planning, investment, and training offerings for advisors and their clients across the United States. Dave is also President & Chair of the Investment Committee at Prosperity Capital Advisors — C2P’s SEC-registered, nationally acclaimed investment advisory firm managing over $3.2 billion in client assets.
Fit Finance Sessions

98 Episodes

|

Avg Length 14m

|

Latest episode 3 years ago

Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
The Wealth Mindset Show

235 Episodes

|

Avg Length 29m

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Latest episode 4 days ago

Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to!From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’s next big chapter or looking to make sense of managing substantial wealth, The Wealth Mindset Show has got you covered!Tune in for everything you need to stay on course toward a secure, fulfilling future - one filled with meaning and purpose. www.thewealthmindsetshow.com (formerly theinvesteddads.com)
The Confident Dollar Podcast

30 Episodes

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Avg Length 18m

|

Latest episode 3 months ago

Join financial advisor Lauren Gage as she discusses how to build confidence in your money. Through episodes you'll learn how to save more, make more & plan for your future in a way that doesn't have you leaving behind how you want to live your life now. And let's not even get started with the shame cycle of money - we ARE leaving that behind. Bite sized episodes are released every Tuesday & Thursday.
Retirement Power Play with Tim Dyer

66 Episodes

|

Avg Length 24m

|

Latest episode 18 days ago

Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial world. Join him each episode as he'll point out problems and inconsistencies you need to be aware of in the retirement landscape so you can take full control of your portfolio to make empowered financial decisions. If you have a 401(k), an IRA, a pension (or maybe even better, no pension), not sure what to do about Social Security, healthcare, legacy planning, or any other number of financial planning issues then you're in the right place. Because Tim is going to cover anything and everything in the retirement planning spectrum. Call him with your questions at 858-459-3937 or go online to https://www.dyerwealthmanagement.com/ to find out more information!
The Weekly Trend

242 Episodes

|

Avg Length 44m

|

Latest episode 3 days ago

The Weekly Trend is a conversation on various publicly-traded markets, seen through the eyes of technical analysis.
The Ripcord Moment

32 Episodes

|

Avg Length 27m

|

Latest episode 1 year ago

Business owners are today’s American heroes. They innovate, they create jobs, they believe that they can CREATE a better future for their families and our country. So much attention is given the start of a business (the idea, the technology, and the fund raising). Yet much less to the exit – as if it will magically take care of itself. When they do exit the business, it’s a once in a lifetime event – there is no do over! Yet so many are ill-prepared to make the jump.The Ripcord Moment is a podcast focused on learning from those entrepreneurs and their team of advisors who have made the jump and sharing their best ideas with you. So when you are ready for your Ripcord Moment – you can execute and hit your perfect landing. Disclosure: Information presented herein is for discussion and illustrative purposes only. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. These views are not intended as a recommendation to buy or sell any securities, and should not be relied on as financial, tax or legal advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.‍
The Retirement Guide / Retirement Planning Education

47 Episodes

|

Avg Length 11m

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Latest episode 2 months 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!
What Should I Do With My Money?

16 Episodes

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Avg Length 20m

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Latest episode 6 months ago

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 Jamie Roô. For more information visit morganstanley.com/mymoney. Not all products and services are available in all countries or jurisdictions.
How to Win

14 Episodes

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Avg Length 20m

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Latest episode 1 month ago

Want to know how to win in life and your finances? Then you’re in the right place. On this podcast we’ll be talking about everyday topics and how they relate to your overall financial picture. How to Win is hosted by Kyrk Davis and Rick Gregory. Kyrk is a Wealth Advisor for Family Financial Partners. Rick is FFP's Director of Community Relations. Family Financial Partners is a financial planning firm located in Lexington, Kentucky. Learn more about FFP at familyfinancialpartners.com. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.
Beyond the Business

292 Episodes

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Avg Length 33m

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Latest episode 3 years ago

Eric Cox and Leslie Haywood host a weekly show highlighting entrepreneurs and leaders in the business world. Each show is geared to demonstrate how the power of experience and knowledge is the vital piece to success. They focus on the people you know, the stories you don't.
Beyond the Business

292 Episodes

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Avg Length 33m

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Latest episode 3 years ago

Eric Cox and Leslie Haywood host a weekly show highlighting entrepreneurs and leaders in the business world. Each show is geared to demonstrate how the power of experience and knowledge is the vital piece to success. They focus on the people you know, the stories you don't.
Carl Turner Financial Success - Financial Planning for Expats

32 Episodes

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Avg Length 5m

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Latest episode 10 months ago

Hi Carl Turner here, welcome to my podcast. I provide regular weekly market round-ups and financial planning advice to expats globally. If you have any questions or queries about any of the topics covered in the podcast episodes feel free to email me at [email protected], or find me on LinkedIn https://www.linkedin.com/in/carlturnerfinancialadvisor/
Finances and...

164 Episodes

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Avg Length 13m

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Latest episode 4 months ago

I educate listeners so they can understand the in's and out's of financial planning, estate planning, retirement, insurance, and investing topics; by drilling down into each of these categories, and providing small bites in easy to understand language. With this information you can implement needed changes and reach your own financial goals. I want to provide professional financial coaching and therapy dedicated to helping you achieve your financial goals.
Team Talk

22 Episodes

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Avg Length 20m

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Latest episode 4 years ago

Welcome to Team Talk, a Team Hewins podcast hosted by Rob Freedman and featuring guest speakers from Team Hewins and other financial industry leaders. Listen in as we discuss the latest news and events that affect your financial well-being. Learn more about our people and services at www.teamhewins.com. The content here is for informational purposes only. It should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.
Craft Advice

82 Episodes

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Avg Length 38m

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Latest episode 1 year ago

Welcome to Craft Advice, a podcast to help investors better understand their personal finance, investment, and wealth management decisions. Join Jack Csenge and Sean Moneypenny as they discuss the financial markets, major business trends, and personal finance concepts.
3 Steps Back - What Your Financial Adviser Really Does

3 Episodes

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Avg Length 14m

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Latest episode 1 year ago

This podcast hopes to dispel some of the myths around financial advisers and show the value of the role through the real life stories and experiences of a 25 year financial adviser.
3 Steps Back - What Your Financial Adviser Really Does

3 Episodes

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Avg Length 14m

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Latest episode 1 year ago

This podcast hopes to dispel some of the myths around financial advisers and show the value of the role through the real life stories and experiences of a 25 year financial adviser.
A Wiser Retirement®

266 Episodes

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Avg Length 34m

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Latest episode 5 days ago

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/.
The MBK Beat

16 Episodes

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Avg Length 25m

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Latest episode 3 years ago

Mark B. Kostrzewski has been a lifelong resident of Western New York. He attended Canisius High School, a Jesuit College Preparatory School in Buffalo, New York, and graduated in 1970. He attended Cornell University in Ithaca, New York, graduating in 1974 Cum Laude with a bachelor’s degree. Mark is a member of several financial industry associations including The Advanced Association of Life Underwriters (AALU,) Society of Financial Service Providers (FSP,) and Estate Analysts of Western New York. Mark has also been active in the community serving on corporate and charitable boards and is currently involved with the Buffalo Scholastic Rowing Association, and is the Chairman of the redevelopment of the Lafayette Avenue Presbyterian Church in heart of the Elmwood Village in Buffalo, NY. Mark decided to start a podcast to share his knowledge and experiences in financial planning. He is an expert in his field and wants you to understand the benefits of controlling your financial portfolio. Contact Mark at 716-288-5153 and learn how you can take control of your finances the smart way. Visit https://mbkinc.co/ to learn more about our services.
Faith, Finances and F*Bombs

50 Episodes

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Avg Length 26m

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Latest episode 6 months ago

Manage Your Money, Find your Soul, and Cover Your Ears. A space dedicated to providing life-giving financial and spiritual information via an engaging discussion about mindfulness, intentionality, and offensive topics. Co-hosts Hartley Wright and Kevin Bartolacci hope to help you discover the benefits of enriching your life.
Your Money in 20

35 Episodes

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Avg Length 20m

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Latest episode 6 days ago

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).