Planner 公開
[search 0]
もっと
Download the App!
show episodes
 
Artwork

1
Plannerama

School of Urban and Regional Planning Alumni Association

Unsubscribe
Unsubscribe
月ごとの
 
Listen to fellow Toronto Metropolitan University Urban Planning Alumni answer fun questions about themselves, their work, and their memories at TMU/Rye High.
  continue reading
 
Artwork

1
NextGen Planners

NextGen Planners

Unsubscribe
Unsubscribe
ウィークリー
 
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
  continue reading
 
Artwork
 
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.
  continue reading
 
Artwork

1
Student Loan Planner

Travis Hornsby

Unsubscribe
Unsubscribe
ウィークリー
 
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.
  continue reading
 
Artwork

1
Military to Financial Planner Podcast

Daniel Kopp, Forrest Baumhover

Unsubscribe
Unsubscribe
月ごとの
 
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 ...
  continue reading
 
Artwork

1
New Planner Podcast

Caleb Brown

Unsubscribe
Unsubscribe
ウィークリー
 
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 ...
  continue reading
 
Artwork

1
Planners and Wine

Megan and Myra

Unsubscribe
Unsubscribe
月ごとの+
 
Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
  continue reading
 
Artwork

1
Planners on Purpose Podcast

Naomi Tucker, CMP

Unsubscribe
Unsubscribe
ウィークリー+
 
The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
  continue reading
 
Artwork

1
Better Planners Podcast

Oregon Chapter of the American Planning Association

Unsubscribe
Unsubscribe
月ごとの
 
Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related to ...
  continue reading
 
Artwork

1
The Extra Planner

Mohania Williams

Unsubscribe
Unsubscribe
月ごとの
 
A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
  continue reading
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
  continue reading
 
Artwork

1
PlannersCast!

Iuren Ramiro

Unsubscribe
Unsubscribe
月ごとの
 
Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
  continue reading
 
Artwork

1
Measure Twice Planners

Cody Garrett, CFP®

Unsubscribe
Unsubscribe
月ごとの+
 
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
  continue reading
 
A podfic for the Ace Attorney fic, The Wedding Planner by @famousinthatanonymousway on Ao3. New chapters will (hopefully) be released each week, hehe. ALSO this podcast's bloopers are the episodes with no capital letters- when I have finished with it, they will be deleted.
  continue reading
 
Artwork

1
Planner Lifestyle Podcast

Jessica McWilliams

Unsubscribe
Unsubscribe
月ごとの
 
Planner Lifestyle Podcast, where productivity and aesthetics crash into the daily grind, host Jessica McWilliams takes deep dives into planning's impact on our lives and communities. From planner basics to purposeful reflections, you'll be ready to plan.
  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
 
So, you want to learn how to become a wedding planner? Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally fulfilled. Whether you’re in the process of planning a wedding for a friend or family member and are terrified you’ll mess it up—or you’re sick of spending countless hours on the internet stitching together a strategy for your next steps—trust me when I say ...
  continue reading
 
Artwork

1
The Planner Pocket Podcast

The Planner Pocket Podcast

Unsubscribe
Unsubscribe
月ごとの
 
If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
  continue reading
 
Artwork

1
Planner Girl Chatter

Planner Girl Chatter

Unsubscribe
Unsubscribe
月ごとの
 
Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
  continue reading
 
Artwork

1
Business Planners Podcast

Business Planners Podcast

Unsubscribe
Unsubscribe
月ごとの
 
The Business Planners with The Prime Enterprise Group are a team of business professionals who assist Entrepreneurs in starting or growing a business through business plan writing, business coaching and educational webinars.
  continue reading
 
Artwork

1
The Advanced Financial Planner

The Institute of Advanced Financial Planners | David Miller

Unsubscribe
Unsubscribe
月ごとの
 
The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
  continue reading
 
This podcast asks who you are, how you could be remembered after you die, and if all that could be creatively encapsulated in your end of life plans. I would love to reevaluate the stigma of talking about this part of the life cycle and even find joy in thinking about what matters most to each of us. I hope that recording these ideas will be useful someday to each individual and their families. I also hope that sharing how we want to be remembered reminds us each of how we want to live. Sign ...
  continue reading
 
Artwork
 
Welcome to Your Destination Event Planner Podcast My name is Maria Martinez and I will be talking every Wednesday about how to start, organize and manage your destination wedding so that you have a phenomenal wedding experience. If you are dreaming of a destination wedding, this podcast can clear up many doubts, so I invite you to find a cozy place, your favorite drink and join me to create your dream wedding.
  continue reading
 
In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
  continue reading
 
Artwork
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
  continue reading
 
The wedding planning process can be long, but I want to help make sure it is FUN! Join me for my weekly podcast every Wednesday at 12pm PST for wedding planning tips, tricks, and just generally good vibes. Hear from guest wedding professionals for the inside scoop on what to look for when hiring vendors. Learn about budgeting, what steps to take during planning, and so much more! I want to help make your vision come to life. Let’s make a magical day for you to remember! www.theweddingplanner ...
  continue reading
 
Artwork

1
Epicor Financial Planner - Podcast

Epicor Financial Planner Team

Unsubscribe
Unsubscribe
月ごとの
 
EFP offers an in-depth and sophisticated solution for reporting & analysis, consolidation, budgeting, and dashboarding to complement your use of ERP system. EFP strikes a unique balance between offering heavy weight FP&A features and ease of use. Its non-compromising approach to performance and usability ensures the finance team has a unified solution they can depend on. From powerful drill to journal, no coding dashboard setup, superior report formatting options, sensible budget workflow, a ...
  continue reading
 
Have you ever wondered what it is like to work for a firm of Chartered Accountants and Financial Planners, or perhaps you are looking at taking that career path. Our careers series of podcast looks at exactly that as we hear from those that work at Lovewell Blake and their journey's on how they joined the firm to how they have trained, qualified and been promoted! We have also created podcasts about digital accountancy platforms, networking and more. There is something new coming all the tim ...
  continue reading
 
Artwork

1
The FI Planner

Ben Martinek CFP ®, EA, CSLP®, RICP®

Unsubscribe
Unsubscribe
月ごとの
 
Whether you're an aspiring entrepreneur, an ambitious professional, or simply someone seeking financial empowerment, hang out with Ben, Deb, and Andrew each week as they unveil practical strategies to help you optimize your income, maximize your savings, and design a life that's aligned with your values and dreams. The FI Planner isn't just about numbers and spreadsheets. We'll also dive into the mindset shifts, personal growth, and lifestyle design that are vital to achieving true financial ...
  continue reading
 
Loading …
show series
 
I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job preparing taxes and doing paraplanning w…
  continue reading
 
Burnout is not inevitable? However, many event industry professionals think that it is. With so much pressure in the industry, combined with unreasonable expectations, lack of boundaries, and high volumes, burnout is a very common result. Burnout shouldn't be inevitable in the industry, because it is preventable. If burnout is preventable, then fin…
  continue reading
 
Roth IRAs are a highly recommended retirement savings option but it’s not all smooth sailing. Student loan repayment, income limitations, and tax filing status can lead you to treacherous waters. Learn the missteps to avoid and how to correct mistakes before they escalate into hefty fines and taxes. Join student loan advisors Meagan McGuire, ChFC®,…
  continue reading
 
Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you! Listen in as Colton narrates his journey, from pivotal…
  continue reading
 
The GO Wild 2024 planner conference is right around the corner! Super exciting stuff, but what are Jess and Mark expecting and how are they getting prepared? 📙 Mentioned GO Wild planner conference information: https://www.gowildconf.com/GO Wild hosts: @WildforPlanners Planner Pals / JCC meet up: https://www.facebook.com/events/929960248659040 or ht…
  continue reading
 
St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's …
  continue reading
 
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: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…
  continue reading
 
In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Neil Parker from PlanHappy Services. In this conversation they talk about, the evolution of financial tech over the past decade, the gaps in traditional financial software and the importance of customisation. Discover the NextGen Planners TechStack ® 👉 nextgenp…
  continue reading
 
It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…
  continue reading
 
This week, Meg and Myra discuss last minute GO Wild tips plus an EXTRA SPECIAL interview with VJ of Notiq and Bonnie of Archer and Olive! Keep up with VJ HERE! Keep up with Bonnie HERE! Want to check out the Patreon FOR FREE?! ⁠JOIN HERE ⁠to check out exclusive content and get a taste of the Patreon crew! Check out our NEW MERCH ⁠HERE! ⁠ Check us o…
  continue reading
 
If you're an event professional that's looking to level up your career, then getting your Certified Meeting Professional Designation, may be the boost that you need. In this episode, Naomi shares 5 reasons why getting your CMP is important to your career. If you're struggling with deciding what your next step should be in your career, then the reas…
  continue reading
 
It was Valentine's Day when we sat down with three "planning power couples" to talk about that most romantic of topics: city-building. Part 2 of 3 features Krishtian-Tyler Rampersaud of Weston Consulting andHumna Khurshid of Metrolinx in a chat with host Neil Loewen.
  continue reading
 
In this episode of the NextGen Planners Podcast Dan Graham chats with Chartered Financial Planner Tom Parkinson from Heritage Investments. Here they talk about utilising social media, the importance of a personal brand and the process of getting chartered. Join our community: www.nextgenplanners.co.uk…
  continue reading
 
This week, Meg and Myra discuss life updates, GO Wild prep, Cowboy Carter review, Honey Boo Boo's Mom steals her money, First Asian Bachelorette, and Erin Condren Life Planner 2024 releases. GOing Wild this year? Be sure to sign up to be at our LIVE PODCAST TAPING on Thursday April 18th and Beyonce' Listening party on Friday April 19th. Check the G…
  continue reading
 
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung. . In this conversation they talk about, how to scale paraplanning in firms using AI, how AI can help with the mundane admin tasks and what it will mean for advisers in the near future. Discover the NextGen Planners TechStack ® 👉 …
  continue reading
 
It's the last call for the IDR waiver (aka IDR account adjustment). If you’ve listened to this podcast, you probably know what it is — but if you're not sure how the IDR waiver could benefit you, or if you have questions about PSLF, loan consolidation, or income recertification, this episode is for you. I’ll take you back to the beginning of the ID…
  continue reading
 
Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, st…
  continue reading
 
Andy Blacker is an Associate Financial Advisor with Delphinus Financial Advisors, and he joins the show today to discuss how he transitioned to the financial planning profession after 10 years in the Marines. If you are in the military and are considering a career change, this is an episode you won’t want to miss! Listen in as Andy talks about his …
  continue reading
 
In this episode of the NextGen Planners Podcast Amelis chats to Senior Manager at Alpha Matt Jeffery. Here they discussed some easy wins in terms of productivity, how tech fits into this and the specifics around client segmentation. Join our community: www.nextgenplanners.co.uk
  continue reading
 
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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Co…
  continue reading
 
The Public Service Loan Forgiveness (PSLF) program is undergoing major changes. The government is taking over processing from MOHELA, and a temporary pause is expected in May and June. How will this affect you? First, don’t panic — PSLF isn’t shutting down. The government is simply pausing processing while they transition everything over. But you’l…
  continue reading
 
In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Derek Gardiner CTO of Commotion. In this conversation they talk all about significant changes brought about by technology, strategies for businesses to adapt to technological advancements and the concept of building a "network of trust". Discover the NextGen Pl…
  continue reading
 
Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virt…
  continue reading
 
It sounds shocking, but it’s a reality we can’t ignore — and this isn’t just about folks burdened with 6-figure student loan debts. Now, even if you have a smaller loan balance, you have a path to student loan forgiveness. It’s the new SAVE repayment plan that’s making it possible. Listen in as we explore key factors shifting borrowers away from re…
  continue reading
 
Heath Jackson is a Business Consultant and Coach for Financial Advisors based out of San Antonio, TX. He joins the show today to discuss how he uses the skills he developed during his career as a CFP, client advisor, leader, and manager to help financial advisory firms with strategy and execution so they can continue to scale. If you are concerned …
  continue reading
 
In this episode, we delve into the dynamic world of event marketing strategies with the accomplished Ashley Stanford, a seasoned Digital Marketing Consultant and Freelancing Expert. With over 15 years of expertise in the digital marketing realm, Ashley brings a wealth of knowledge and practical insights that are sure to resonate with professionals …
  continue reading
 
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: Even More Good Ideas You Can Implement Today --------------------------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax…
  continue reading
 
Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoes throughout ou…
  continue reading
 
This week, Meg and Myra discuss life updates, GO Wild 2024, Meg Thee Stallion summer tour, Jenny from the Block, Carlee Russell update, TikTok Ban, Jeff Jackson, Cowboy Carter, Happy Planner spring release, Plum Paper GO Wild bundle, and Joanns Fabrics files for bankruptcy. Want to check out the Patreon FOR FREE?! ⁠JOIN HERE ⁠to check out exclusive…
  continue reading
 
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Anthony Rafferty, CEO of Origo. In this conversation they talk all about exciting developments in the fintech space, creating solutions to financial planners problems and the future of finance. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-…
  continue reading
 
This episode will showcase how to be an effective advocate in the event industry. Advocacy in the meeting and event planning industry plays a very important role, one that everyone can actively participate in. Showing public support for your industry to family, friends, and your community can garner support in times when the industry needs it most.…
  continue reading
 
Can Mark convert Jess to be a fountain pen lover? Well he sure can try! 😝📙 Links mentioned (feat. affiliate links)Atlas Stationers: https://tinyurl.com/Atlaspens (save 10% with code MarkYourPages10)Goulet Pens: https://www.gouletpens.comJulia Royal on YouTube: https://www.youtube.com/@julia-royal📙 Mark's pen suggestions for newbiesPlatinum Preppy: …
  continue reading
 
Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: A few good idea…
  continue reading
 
On this week's episode, Dame, Kristen, and Pete discuss whether the NAR settlement will shift real estate prices significantly. They also make predictions as to how low real estate commissions will go in the next couple of years.Pete the Planner による
  continue reading
 
To put it bluntly, MOHELA has student loan borrowers jumping through hoops to get things done, and it’s been extremely frustrating. Countless delays and mistakes being made, hours of being on hold or even being hung up on by servicers… the list goes on! In this episode, hosts Sim Terwilliger, CFP®, CSLP®, Sam Silberstein, CFP®, CSLP®, and Ben Lacom…
  continue reading
 
Joshua Walker is a Financial Advisor with Wright Planning based in Fishers, IN. He joins the show today to discuss his unconventional path to becoming a financial planner, from being hired into his family business serving dairy farmers—a “temporary” role that ended up lasting 20 years—to discovering his passion for financial planning. If you are st…
  continue reading
 
In this episode of the NextGen Planners Podcast Amelia chats with Lou Gladwell and Colin Low from Kingsfleet Wealth. Here they reflect on the last two years, during which Lou lost her husband Gary, who also worked at Kingsfleet. The conversation offers an in-depth look into how a company can cope with an extremely sad and unexpected crisis, and wha…
  continue reading
 
In this episode, let's dive into the highlights from CMP Advance 2024, the go-to conference for Certified Meeting Professionals (CMPs). Conference Rundown: CMP Advance, hosted by the Event Industry Council in Toronto, offers a packed agenda spanning two to three days, tailored to align with CMP domains. It's a prime opportunity for CMPs to level up…
  continue reading
 
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: Michael Kitces on Time Management & Building Your Model Week --------------------------------------- LINKS FROM THIS EPISODE Connect with Michae…
  continue reading
 
Today I chat with Erik Baskin of Baskin Financial Planning. I still remember some of my first conversations with him back in the very early days of this podcast so it’s a full circle moment for both of us in this episode. Since launching his own RIA in 2021, while still on active duty, Erik has further refined his niche focus to go beyond just the …
  continue reading
 
In this episode of the NextGen Planners TechStack™ Podcast, host François du Toit talks with Vincent Heys from Wealthstack. They chat about the distinction between "fast money" and "slow money," the importance of engaging clients through technology, and the challenges and opportunities presented by digital advancements in the industry. Discover the…
  continue reading
 
Goal setting can be stressful. This episode aims to take the stress out of the goal setting that you have to make. As we move into the second quarter of the year, it's important that we look at how we develop our goals without causing ourselves much stress, here are some tips that are mentioned in the episode: Set your goals and direction Get movin…
  continue reading
 
When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the yea…
  continue reading
 
We’re standing at the edge of a major financial cliff that no one is ready for. Student loan forgiveness is happening at unprecedented rates — $138 billion and counting. Right now, borrowers are enjoying tax-free forgiven student loan debt courtesy of the American Rescue Plan. However, these benefits are set to expire at the end of 2025, leaving bo…
  continue reading
 
Shelley and Mary are back for another fascinating discussion around urban planning and neurodiversity. In this episode they interview Dr. Gala Korniyenko, who received her PhD at The Ohio State University. Her research explores the nexus of urban design, neuroscience, and the planning process. More specifically, she focuses on urban planning and au…
  continue reading
 
Loading …

クイックリファレンスガイド