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 ...
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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 ...
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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 ...
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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.
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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 ...
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Mira Gonzalez (@miragonz) and Willis Plummer (@willisbeefs) bring you some essential advice on navigating this incredibly miserable existence
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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 ...
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A podcast of legal and financial information for seniors and those that love them.
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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 ...
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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 ...
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Optimal Finance Daily - Financial Independence & 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 ...
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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 ...
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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 ...
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The Key To Retirement - Your source for financial planning advice
Scott Plaskett, CFP & Catherine Plaskett, CFP
Unlocking the financial planning secrets to retiring well.
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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]
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2856: Best Retirement Advice from Retirees: 8 Tips from an 80 Year Old Who Has More Savings Now than When He First Retired by Bud Hebeler
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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 2856: Bud Hebeler shares eight invaluable retirement tips gleaned from his own 27 years of retirement, emphasizing the power of compounding, professional advice, careful allocation, and living …
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This week's episode sees independent financial advisers Nathan Fradley and Jordan Vaka unpacking another very niche, very specific topic for their fellow financial advisers - retirement villages. Not Aged Care facilities, which are different again. But rather the over 55s, 'lifestyle', retirement villages becoming more and more popular with our on-…
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220: Ideas to Implement - When Part of Your Business is a Mess
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: When Part of Your Business is a Mess Join the Group Coaching Waitlist Here Download the Family Tree Template Here Enroll in The Perfect RIA Mast…
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Episode 89: How Much House Can You Afford
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In this episode, we discuss the importance of determining how much you can really afford to spend on a homeOleh Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
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A Deeper Dive into Andrew Klein's Career, Financial Advisor and Career Changer
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In this episode we get to know Andrew Klein, our newest financial advisor that recently joined us at Walkner Condon. Andrew is a career changer - very briefly considered a career in education, and worked at ESPN in Madison. After pivoting to financial services, he began his career at MassMutual and focused on helping his clients with retirement inc…
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2855: Umbrella Insurance Policy by Jeff Rose of Good Financial Cents on Personal Financial Planning
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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 2855: Jeff Rose's article on GoodFinancialCents.com reveals how an umbrella insurance policy, often misconceived as a luxury for the wealthy, offers essential financial protection by covering g…
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2854: Dividend Investing Will Always Beat a Side Hustle by Millionaire Mob with ESI Money on Financial Freedom
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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 2854: Millionaire Mob emphasizes the benefits of dividend investing over side hustles, highlighting how it provides a passive income stream and moves you closer to retirement goals without dema…
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219: When Part of Your Business is a Mess
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Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love. In this episode we'…
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2853: MMM Reader Case Study: The Man Who Didn't Realize He Was Already Rich by Mr. Money Mustache on Early Retirement
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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 2853: Mr. Money Mustache shares an insightful reader case study of a family realizing they are closer to early retirement than they thought. With strategic financial adjustments, the reader lea…
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2852: Why Investing in Things Producing Things Produces Financial Freedom by Chris Reining on Investment Returns
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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 2852: Chris Reining highlights the path to financial freedom by investing in assets that produce income. By focusing on real estate and stocks, he demonstrates how these investments can generat…
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2851: Why You Don’t Know the Price Until You Sell by Nick Maggiulli of Of Dollars and Data on Liquidity
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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 2851: Nick Maggiulli of OfDollarsAndData.com explains the unpredictable nature of asset pricing through the lens of Schrödinger's cat thought experiment. He emphasizes the importance of liquidi…
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2850: How to Stop Stressing About Your To-Do List by Rose Lounsbury on Productivity & Finding Joy
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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 2850: Rose Lounsbury's reflection on managing our to-do lists draws a powerful analogy between childhood road trips and adult productivity struggles. By focusing on the journey rather than the …
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2849: Tax Basis For Beginners by Sean Mullaney of FI Tax Guy on Double Taxation & Clarifies Taxable Gains
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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 2849: Sean Mullaney of FITaxGuy.com demystifies the concept of tax basis, illustrating how it prevents double taxation and clarifies taxable gains. Learn the essentials of depreciation, the ben…
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