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Rule Breaker Investing

The Motley Fool

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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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Margin Maximizers

Resonance Media Agency

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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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UPTHINKING FINANCE

Emerson Fersch

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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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The Above Board Podcast

CandorPath Financial

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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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But Who's Counting?

Anders CPAs + Advisors

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You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
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The Spend Life Well Show

ClearVista Financial

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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Talk Money with Jim Shoemaker

Shoemaker Financial

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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Financially Fit Radio

Cory Sickles

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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The Jacob Shapiro Podcast

Cognitive Investments

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Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments an ...
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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Don Sowa's MoneyTalk

Cumulus Providence

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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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The Money Knight

Wade Chessman

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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Winning in Retirement

Akers Financial Group

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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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The Stewardology Podcast

The Stewardology Podcast

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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Financial Focus Podcast

John Kuykendall

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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc ...
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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Kitsap Matters

Kevin Campbell

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Kitsap Matters is a show focused on the unique people, places, and things of Kitsap County, Washington. The host, Kevin Campbell, spends time interviewing different people from around the area (including Poulsbo, Bremerton, Bainbridge Island, Kingston, Silverdale, Port Orchard, and more). While the host is the founder of Peaks Financial, a Poulsbo-based financial advisory firm, the show focuses on the things that matter most to Kitsap County residents; this includes family, occupation, recre ...
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Retirement Keys

Anthony Cangemi

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Scott Doll is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Advisory Services offered through Doll Capital Advisors, Inc. a registered investment advisor and separate entity from LPL Financial. The Opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.
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Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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BullCast

Bull Cast

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Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format. // Powered by Pickler Wealth Advisors // 901.316.0160 | 1135 Halle Park Circle | Collierville, TN 38017 // Securities and advisory services offered through Commonwealth Financial Net ...
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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
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Power Up Wealth

Smedley Financial

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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
  continue reading
 
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Crofting Matters

Farm Advisory Service

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More than 750, 000 hectares of land in Scotland is in crofting tenure. In this Crofting Matters series, hosted by Siobhan Macdonald, we will explore all aspects of crofting. Covering seasonal and topical issues, crofting agriculture, regulation, wildlife, support and other associated businesses. Producer Ashleigh Forster, Editor Ross Mackenzie , Executive Producer Kerry Hammond. In association with The Scottish Government. Scotland’s Farm Advisory Service is funded by the Scottish Government ...
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Pilot Money Podcast

Timothy P. Pope, CFP®

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The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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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 Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...
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You & Your Money

Weiss, Hale & Zahansky Strategic Wealth Advisors

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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. Weiss, Hale & Zahansky (WHZ) Strategic Wealth ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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The Retire Happy Podcast

John Iammarino & Thomas O‘Connell

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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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How Money Works

Craig Moser

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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Banking on Growth

Midwestern Securities

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Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing hi ...
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What Matters

MA Financial Group

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'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
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The series will feature in-depth conversations with sustainability leaders, thought-provoking discussions around the urgency we’re feeling to make responsible change, and practical advice on how investors can align their financial strategies with their values. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 662 ...
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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Quint and Daniel talk about some real estate best practices.Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! による
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Join Timothy P. Pope, CFP®, in a special crossover episode from his appearance on the "Ready 4 Pushback" podcast, hosted by Nik Fialka, recorded on March 18, 2024. In this episode, Tim shares financial advice for pilots, particularly focusing on veterans transitioning to civilian aviation careers. Tim delves into the nuances of managing finances in…
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Understanding all aspects of your #financial life is crucial to becoming confident about #money. But often, we’re too embarrassed or uncomfortable to talk about money openly. In this episode of #MoneyGuidewithMarySterk, we shed light on the top 10 most embarrassing money topics - and how to start communicating about them. #taboo #spending #keepingu…
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There are lots of Rules Of Thumb - but which ones make sense for you? In this episode of #MoneyGuidewithMarySterk, we share some #Retirement Rules of Thumb worth paying attention to! #retirementplanning #savings #risk #socialsecurity #probability #inflation #ruleof72 #interestrates #lifeinsurance #salary #benefits Feat Mary Sterk & Julie Chadwick S…
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What is that old stuff worth? In this episode of #MoneyGuidewithMarySterk, we share some fun #financial lessons learned from the popular TV show #AmericanPickers. #roadtrip #retirement #collections #memories #collectors #antiques #emotions #supplementalincome #antiquing #selling #inventory #buying #profit #networking #toys #keepsakes #valuables #th…
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If you could achieve all of your financial dreams just by snapping your fingers and saving a few dollars, life would be very simple! But since things are a bit more complex, you may need a #financialplanner to help guide you along the way. In this episode of #MoneyGuidewithMarySterk, we share the most common times people need the services of a plan…
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In this episode, we dive deep into the world of enhanced planning strategies. Discover how you can optimize your financial future through personalized advice and tailored solutions. From retirement planning to estate management, we'll explore the tools and techniques that can help you achieve your financial goals with confidence.…
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In this episode, we look into the essential steps to ensure a comfortable and financially secure retirement. Discover the key components of a well-crafted retirement plan, including savings strategies, investment choices, and understanding your unique financial needs. Join us as we guide you through the process of creating a personalized roadmap to…
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In this episode, John explore's how presidential elections affect the stock market, highlighting key trends and what investors should watch for. Learn how politics and market performance are connected, and what to keep in mind during election years. Don't forget to subscribe for more content from GulfCoast Financial! For more information contact Jo…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Timothy Meggs, and Scott Jordan as they cover points on the “Importance of Active Management in Fixed Income Investing". Cullen West will share the difference in "Investing in Experiences vs. Investing in the Future" "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investmen…
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Send us a text Curious on how the upcoming election will influence your portfolio? Join Mark and Jesse for our monthly market update! This month, they’ll dive into current market trends and discuss how the upcoming election could impact your financial strategies. Tune in for insights, practical advice, and a chance to ask your questions live. Don’t…
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In this podcast episode, I welcome a special guest my older brother, Gabe McManus. Gabe joined our team as a book coach this year, bringing his deep passion for personal finance and his unique background in theater and editing to help financial advisors craft compelling narratives for their books. This episode dives into Gabe’s journey from an avid…
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If you ask people how they think the economy is doing, you may get a wide range of responses depending on who you ask. To drill down on this question, Donna and Nathan invite JP Morgan Chief Market Strategist for the Americas, Gabriela Santos, to the program to talk about Fed rate policy, labor markets, inflation, housing, and more. Also, on our Mo…
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Jacob and Rob consider how the world has changed (or hasn’t) since the Hamas attack on Israel on Oct 7, 2023. From there, they offer thoughts on innovation in seemingly random countries like Iraq and Chile, before turning to more traditional topics like the U.S. economy. They close with a few bright spots…and a dumpster fire in Pakistan. -- Timesta…
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Logan and Allie talk about three tips that are important for young adults.Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! による
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This episode of Margin Maximizers dives into the critical role of financial forecasting in shaping the future success of businesses. It gives listeners an in-depth look at how effective forecasting can significantly enhance strategic business planning. Episode Summary: The episode opens with a discussion on the pivotal role of financial forecasting…
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Ever wondered why more than half of Americans fear retirement more than death? Join us on Retirement Roadmap with MasterPlan Retirement Consultants, as we unravel this startling statistic with the guidance of Evan and Mark Fricks. We confront eye-opening realities, like the fact that 20% of Americans aged 50 and older haven’t saved a penny for thei…
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Get ready to draw a card from the Community Chest because today’s episode is all about the financial lessons learned from Monopoly! This classic game of strategy, luck, and finance has been a beloved fixture in households for generations, reflecting the real-life financial choices we encounter every day. We kick things off with a lively round of “W…
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To find success in business, you have to first figure out what your target market wants and respond to it. As society and the technology we depend on changes at breakneck speed, it can be challenging for traditional businesses to keep pace. Breathing new life into a service as timeless and constant as the library takes innovation, grit and the supp…
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Real estate is often heralded as an easy method for generating income in retirement. While it can certainly be a great way to supplement your income, there’s a lot that you want to take into consideration when it comes time to decide whether you want to add a rental property to your portfolio. As Wade discusses in this episode, there needs to be a …
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Chess, roulette, and poker are games that illustrate different balances of luck and skill. Similarly, some financial situations can be compared to these games. Join Tad and Toni Hill as they break down some retirement planning decisions you might encounter, and whether those decisions are most like chess, roulette, or poker. When making financial d…
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Join Andrew Pridham AO, Vice Chairman and Co-founder of MA Financial Group, for a deep dive into Australia's residential real estate market. Andrew is joined by highly regarded industry experts, Andrew Parkinson, Director at independent, specialist property valuation and consultancy firm, Pontons and Darren Mills, Director and Co-founder of one of …
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In this interview with Frank Ellerbroek, a long-time resident of Washington and Kitsap County, shares his journey into the mortgage industry, where he has built a successful career over the last 26 years. As a mortgage broker with Vantage Mortgage Brokers and a founding member of the Kitsap Executive Association, Frank discusses how his entrepreneu…
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This week on Rule Breaker Investing, David welcomes Elaine Hungenberg, Senior VP of Partnerships & Impact at XPRIZE. Elaine explains how XPRIZE’s unique competition model sparks world-changing innovations, from space exploration to clean water solutions. In this lively conversation, discover how prize-driven innovation accelerates breakthroughs, he…
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Let’s be honest, none of us like thinking about our mortality, and unfortunately this can lead to procrastination with addressing important estate planning matters. Donna and Nathan discuss some of the more common estate planning mistakes and some simple steps you can take ensure that your assets are protected for the long haul. Also on MoneyTalk, …
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Welcome to Part 1 of the "Purpose and Profit" series! In this episode, John and Rich tackle the balance between living with purpose and achieving financial success. They explore the concept of 'ether,' share some funny anecdotes, and discuss how to find meaning in your career. If you’ve ever felt burnt out or struggled to combine passion with your …
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WHZ partner, Jim Zahansky, shares a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored stra…
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Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! による
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Life when you’re gone… an uncomfortable conversation most people prefer to avoid. Why isn’t that a good idea? How can estate planning help you ensure that things are taken care of once you aren’t around anymore? Listen to learn about big mistakes people make, the different elements that make up the estate plan puzzle, the three primary areas of cas…
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In this episode, Ray Sclafani discusses the evolving landscape of wealth management, focusing on the recent surge in M&A activity among billion-dollar firms. He highlights six critical insights, including the rise of mega deals, the dominance of private equity, valuation pressures, the importance of technology integration, specialization in niche m…
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In this episode of Financial Straight Talk, Jim Fox and Jerry Payne discuss the importance of understanding client vulnerability in financial planning. Jim shares personal anecdotes to illustrate the apprehension many clients feel when discussing their financial situations. He emphasizes a no-nonsense approach to financial advice, aiming to create …
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Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss how election years may impact your stewardship. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com or call us at: (800) 688-5800 Send us epis…
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“Taxing Unrealized Capital Gains: What You Need to Know” Current Taxation System: Under the current system, taxpayers pay taxes on the growth in the value of their assets when they are sold (realized gains). Short-term gains (assets held for less than one year) are subject to ordinary income tax rates. Long-term gains (assets held for over a year) …
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Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! による
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In this episode, we dive into the complex relationship between interest rates and the economy. Discover how lower interest rates can stimulate borrowing, investment, and economic growth. We'll also explore the potential downsides, such as inflation and asset bubbles. Join us as we break down the pros and cons of lower interest rates and their impac…
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Inflation is a growing concern for many retirees. In this episode, we'll discuss how inflation can erode your retirement savings and explore strategies to protect your retirement income. We'll also provide practical tips on how to adjust your spending habits and investment portfolio to weather inflationary pressures.…
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In this episode, we explore five ways taxes can rise in retirement. Learn about the potential challenges and what you can do to stay ahead. Stay tuned for key insights to help you protect your retirement income! Don't forget to subscribe for more content from GulfCoast Financial! For more information contact John Kuykendall at (386) 755-9018 and vi…
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Ted Minor, and Scott Jordan as they cover concerns on “How Do I Catch Up on My Retirement Savings?” Daniel Irwin, Better Business Bureau, gives advice on “Helping in the Aftermath of Hurricane Helene.” Stay Alert! "Helping You Make the Most of Your Money" Jim Shoemaker, CFP, ChFC, is an investment a…
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In this episode, we delve into the critical importance of regularly reviewing your beneficiaries. Discover why it's essential to update your beneficiary designations to reflect life changes, such as marriage, divorce, or the birth of children. Learn about the potential consequences of outdated beneficiaries and how to ensure your assets are distrib…
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They say opposites attract, but when partners have opposing money philosophies and risk tolerances, combining your finances into a strategy that serves both parties’ needs can be a daunting task. Donna and Nathan discuss the importance of compromise when managing household assets. Also on MoneyTalk, big mistakes made by some history’s most iconic i…
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Is the U.S. economy heading for a crisis, or is it still the safest bet in the global marketplace? Peter Cavelti, an expert with over 50 years of experience in investment and geopolitical analysis, returns to talk about the Fed's recent rate cut, the future of the U.S. dollar, and global economic shifts. In our wide-ranging conversation, Peter goes…
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Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! による
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