Welcome to the Challenge the Standard podcast - a podcast for financial advisers, by financial advisers. Your hosts, Nathan Fradley and Jordan Vaka, will examine the biases, fixed thinking and status quo in advice. In every episode, we'll dive deep into the world of financial advice, questioning the norms, sparking new ideas and exploring how we could do things better. Our goal is to elevate our professional practices and 'uphold and promote the standards of our profession. So, whether you'r ...
…
continue reading
1
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
…
continue reading
1
Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
…
continue reading
1
Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs, Chairman and CEO of Briggs Financial Inc.
…
continue reading
1
The Best 5 Minute Financial Advice
Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian
Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
…
continue reading
…
continue reading
1
Financial Karma | Money Management | Mindfulness | Mindset | Holistic Financial Advice |
Deborah Williams
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
…
continue reading
Mira Gonzalez (@miragonz) and Willis Plummer (@willisbeefs) bring you some essential advice on navigating this incredibly miserable existence
…
continue reading
A podcast of legal and financial information for seniors and those that love them.
…
continue reading
1
90 Day Money Pro - Expert Money Tips and Financial Advice for Any and All Income Levels!
Dimitry Neyshtadt
Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
…
continue reading
1
Independent Financial Advice - Words of Wisdom and Guidance
Interface Financial Planning & Alan Moran
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
…
continue reading
What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:Jeremy@wealthenjoyment.com/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
…
continue reading
1
Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
…
continue reading
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
…
continue reading
1
The Key To Retirement - Your source for financial planning advice
Scott Plaskett, CFP & Catherine Plaskett, CFP
Unlocking the financial planning secrets to retiring well.
…
continue reading
1
Money CHIC: Financial Wisdom and Advice for Women
Shari Rash, Money Expert and Personal Finance Advice for Women
Welcome to Money CHIC with Shari Rash! Single and ready to take charge of your financial future? On Money CHIC, Financial Advisor Shari Rash empowers single women like you to conquer financial challenges with confidence and clarity. Each episode, Shari delivers no-nonsense advice and insider tips on personal finance, tailored to your unique needs and goals. From budgeting and investing to planning for a secure future, Shari’s insights will help you enhance your financial plans and embrace a ...
…
continue reading
1
MoneyTok: Practical Advice and Tips on Money, Investing, Wealth Creation and Financial Independence
CrazyTok
Learn how to build wealth towards a comfortable and rewarding future with these practical tips and insights from an experienced investor. [Not a certified financial professional so please do your own research before making financial decisions]
…
continue reading
1
2943: Reflections On Turning 30: From Job Seeker To Corporate Deserter In 10 Years by A Purple Life
13:42
13:42
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
13:42
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2943: Reflecting on a decade of transformation, the author recounts their journey from a fearful college student desperate for a job to a more confident individual ready to leave corporate life…
…
continue reading
1
S3E4 PY Insights with Danielle Waugh
48:48
48:48
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
48:48
This week, Jordan and Nathan speak with Danielle Waugh - Advice Education Manager from TAL's Risk Academy - about: TAL's commitment and contribution to the PY process Insights she's found from working with multiple practices, across multiple licensees Why some of the terminology can be a little bit misleading This is a really interesting discussion…
…
continue reading
1
234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework
32:13
32:13
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
32:13
It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 3…it’s all about creating processes for ATTRACTING your ide…
…
continue reading
1
How to Make Navigating Required Minimum Distributions (RMDs) Less Taxing
14:50
14:50
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
14:50
In this video, we break down strategies to make Required Minimum Distributions (RMDs) less overwhelming and more tax-efficient. If you're approaching retirement or already retired, understanding RMD rules, age requirements, and the impact on your tax bracket is essential. We cover everything from the basics of RMDs to advanced strategies for minimi…
…
continue reading
1
Episode 91: Why Should I Hire A Financial Planner
8:57
8:57
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
8:57
In this episode we discuss the reasons one might need to hire a financial plannerOleh Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
…
continue reading
1
2942: Retire Early with Parkinson's Law by Joel of 5AMJoel on How to Achieve Early Retirement
9:51
9:51
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
9:51
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2942: Joel of 5AMJoel.com explores how Parkinson’s Law “work expands to fill the time available for its completion” can be leveraged to achieve early retirement. By taking control of your time,…
…
continue reading
1
2941: 7 Ways to Save on Heating Costs This Winter by Hilary with Money Mini Blog on Energy-Saving Habits
10:33
10:33
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
10:33
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2941: Turn down the temperature on your thermostat and rock warm winter clothing to cut heating expenses. Combine this with smart energy-saving habits, like using a programmable thermostat and …
…
continue reading
1
2940: Get Rich With: Profitable Leisure Time by Mr. Money Mustache on Financial Freedom & F.I.R.E
11:54
11:54
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
11:54
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2940: Mr. Money Mustache explores how to enjoy leisure time without excessive spending by embracing fulfilling, low-cost activities. By valuing local, sustainable hobbies and even money-making …
…
continue reading
1
2939: 8 Important Tips To Improve Your Finances (In Only 30 Days!) by Christina Browing of Our Rich Journey
11:43
11:43
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
11:43
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2939: By implementing Christina Browning's quick and practical financial tips, you can jumpstart your financial wellness within just 30 days. From increasing your credit score to enjoying the j…
…
continue reading
1
2938: Looking At Our Daycare Costs And Why We Send Our Son To Daycare by Kevin of Financial Panther
11:56
11:56
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
11:56
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2938: Kevin of Financial Panther examines the costs and benefits of daycare, highlighting the balance between time, money, and his child’s social development. By analyzing hourly expenses and c…
…
continue reading
1
2937: What it Means to “Live Below Your Means” by Jackie Beck on Budgeting & Financial Freedom
9:46
9:46
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
9:46
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2937: Jackie Beck explains the concept of "living below your means" as a path to financial freedom, breaking down how spending less than you earn builds security and lessens financial stress. B…
…
continue reading
1
2936: What Does It Take To Be A Successful Investor by Vicki Cook & Amy Blacklock of Women Who Money
12:01
12:01
Main Kemudian
Main Kemudian
Senarai
Suka
Disukai
12:01
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2936: Successful investing relies on key traits like patience, confidence, and emotional control, which empower people to ride out market volatility and stick to their financial goals. Vicki Co…
…
continue reading