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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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Big Picture Retirement

Devin Carroll and John Ross

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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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The Investing for Beginners Podcast - Your Path to Financial Freedom

By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

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We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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It's Personal Finance Canada

Christine Conway, Cameron Conway

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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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NextGen Planners

NextGen Planners

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Are you ready to take control of your financial life? Jill Schlesinger, CBS News business analyst and Certified Financial Planner, is here to help! On MoneyWatch, Jill will help you conquer the fear and anxiety of financial decisions, as she answers your questions about all things money. Have a question? From retirement, to career changes, to college funding and the right mix of investments to reach those goals, email Jill at askjill@jillonmoney.com. Tune in for new episodes every Tuesday an ...
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Financial Autonomy

Guidance Financial Services

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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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Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter

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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Retirement Plan Playbook

Matthew Theal, Brent Pasqua, Joshua Winterswyk

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Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
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Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Practical discussions and insights on money with a modern and socially conscious approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Finances the Other "F" Word

Mel O CFP, Zoe Terry ESQ

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A Gen Xer podcast for musicians and music lovers, where we discuss music and money without all the pretentious BS! ---Listener discretion is advised--- Hosts- Mel O-Certified Financial Planner and author of "Finances the Other "F" Word", and Zoe Terry-attorney at large.
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The Sugar Daddy Podcast

The Sugar Daddy Podcast

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Welcome to The Sugar Daddy Podcast! Jessica and Brandon Norwood are a married, millennial couple, here to help you build wealth, so you can live the life you've always dreamed of. Brandon is an award winning licensed financial planner, with over 10 years' of experience and millions of dollars managed for his clients all over the United States. Every episode will get you one step closer to your financial freedom goals, whether that is getting to “Sugar Daddy” status, or never needing one, the ...
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That Annuity Show

Nassau Financial Group

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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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The Invested Dads Podcast

Josh Robb & Austin Wilson

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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
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The Savvy Doc Podcast

Savvy Doc Financial Planners

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We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
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Behind The Designs

Financial Design Studio

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Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
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Childfree Wealth®

Dr. Jay Zigmont, CFP® & Bri Conn

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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This ...
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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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We're switching things up a bit! In this week's episode, guest host Mike Powers (from Manuka Financial; was a previous guest on the podcast) chats with the show's host, Andy Panko from Tenon Financial. In the episode, they talk about a wide array of retirement planning topics and Andy's view and approach toward them, such as tax planning, distribut…
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I’m excited to have Paul Allen on the podcast today. In this wide-ranging conversation we discuss his first exposure to the financial services industry which rubbed him the wrong way and sparked an interest in doing his own financial planning work. Later on, Paul wanted to help educate fellow members of his military community so he got his CFP so h…
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In this episode of the "Investing for Beginners" podcast, Dave and Andrew tackle four insightful listener questions, including how to select a financial planner and the importance of debt-to-equity ratios. Tune in for practical advice and expert insights on navigating the world of investing. 00:00 - 00:32: Introduction Dave welcomes listeners to th…
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Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs… (4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0. (16:15) Chris answe…
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In today's episode Warren Ingram invites Henk Kotze, Head of Cash & Income at Prescient to discuss global inflation, interest rates, and their impact on investors. Warren & Henk speak to the fact that inflation is decreasing, and interest rates are expected to follow, with the US economy still growing at a slower pace, with no immediate risk of rec…
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Estate planning can be as much about taxes as it is about beneficiaries. With the Tax Cuts and Jobs Act of 2017 sunsetting in 2025, there are going to be significant changes to the Estate Tax Exemptions. In this episode, our guest Heather Walser, an estate planning attorney, shares the changes we expect as well as how people are structuring their e…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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Bryan Hasling is a Financial Planner at Modern Financial Planning and a returning guest on the show! He's back today to give us an update on his last four years and his growth metrics after one year in his new firm, including client acquisition, target clients, fee structure, and overhead sharing. If you're interested in learning how to navigate ca…
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Learn how to lower your taxable income and reduce student loan payments by optimizing pretax benefits like 401(k)s, IRAs, Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and more. Financial experts Meagan McGuire and Connor Pierce guide you through these valuable strategies. In today’s episode: 09:18 Strategies for maximizing ret…
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In this episode, we discuss the stock market's volatility in September, a potential economic slowdown, essential steps for retirement planning success, and the importance of securing an IP PIN to protect yourself as a taxpayer. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this …
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Most people struggle with money. It might feel like you’re the only one who doesn't have it all figured out, but trust me, you're not alone. Over the last two months, I've had countless conversations with individuals just like you who are grappling with various financial concerns. In my latest podcast episode, I share 25 common worries and question…
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Andy summarizes the tax-related concepts to know when giving to charities, and summarizes a few ways in which to make your charitable donations as tax-efficient for you as possible Links in this episode: IRS Publication 526 - here My YouTube video - How to Give to Charities Tax Efficiently My YouTube video - Overview of Federal Income Taxation Teno…
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We're in our mid 40s and the goal is to have my wife retire at 55, is this doable? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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Welcome to the Investing for Beginners podcast, episode 353. Today, we explore the power of checklists in investing, using American Express as a case study to highlight their practical application and benefits. [0:00 - 0:50] Introduction Welcome to episode 353 of the Investing for Beginners podcast. The hosts introduce the topic of using checklists…
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In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values…
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Should you dip into your emergency savings to buy a car? In this episode, Jess and Brandon tackle this question from one of their listeners who is contemplating using their savings to purchase a $36K vehicle. They discuss the fine line between needs and wants, and why it's crucial to safeguard your emergency fund for actual emergencies. From car fi…
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🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”. 🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠 They help unr…
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Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and budgeting. The post Our Retirement Planning Process and Philosophy Part 11: EDU #2435 appeared first on The Retirement and IRA Show.…
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This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that form the foundation for a great life. Too often, retirement planning gets bogged down with too many details and the pressure to get everything right. But in…
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Could you spend 9 months through winter down in Antarctica? This week I chatted with Matt Roberts who did exactly that with the Australian Antarctic division. He shares how he got this opportunity, the training required, and what life's like at the bottom of the world. What's Possible is moving to its own channel. Be sure to add it to your Follows/…
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In this episode, we’re answering more listener voicemails about Social Security, gifting money, and estate planning. First, we help a listener who’s trying to figure out the best way to maximize his wife’s Social Security benefits. He’s getting close to his full retirement age in 2025 and wants to make sure they get the most out of their benefits. …
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With recertification deadlines for income-driven repayment (IDR) plans being pushed back repeatedly, there's a growing concern that borrowers may be hit with unexpectedly high payments once these delays finally end. This situation is creating what I call the “IDR recertification time bomb.” In today’s episode: 03:37 Payments could skyrocket to 10 o…
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Will we have enough F-U money in about five years or so to consider a career pivot? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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Welcome to the Investing for Beginners podcast, episode on capital allocation. Join Dave and Andrew as they explore the importance of capital allocation in investing, discussing its impact on company performance and shareholder returns. 00:00:38 - Introduction to capital allocation and its importance 00:01:26 - Definition and overview of capital al…
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Reality is fluid, ever changing, all consuming force imposing its will on the world, unstoppable in all ways, except for one weakness, our expectations. This week we conclude our retirement trilogy with a report from the Ontario Security Commission which shows how our expectations and the realities of retirement intersect, for better or worse. How …
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Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim her So…
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In this episode, Warren Ingram answers your questions about retirement expenses and taxes, as well as the financial consequences of immigrating and investing in foreign stock markets. He also highlights the importance of budgeting for increasing medical aid costs in retirement & gives advice around financial immigration and tax implications. Takeaw…
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There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
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There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
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