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The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
Beat conventional advice on personal finance, investing, and business with the author of Rich Dad Poor Dad, Robert Kiyosaki. Get ahead with his pull-no-punches style of challenging the advice we’ve all been given on money, investing, and the economy. Frustrated and frightened by the financial advice being given by the mainstream talking heads, Robert Kiyosaki sits down with professionals from the world of money, investing, business, and personal development. Listeners will be provided variou ...
 
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 ...
 
Ryan Hughes, MBA explains personal financial advice and investing topics in an easy-to-understand format. The Solid Financial Advice podcast covers the economy, the stock market, investing, IRAs, retirement planning, income-producing assets, social security strategies, college planning, and more. Ryan Hughes relies on his experience and education to provide practical wisdom to help individuals achieve financial freedom. He is often joined by various experts to give you the tools to achieve f ...
 
Subscribe for Insights on digital finance and technology by Suhail Ahmad, CEO of the Financial Network Limited. A successful fintech entrepreneur and investor with over 22 years of experience in financial advisory, investment banking and capital markets. Suhail shares ideas and insights on the new digital economy. Including conversations on blockchain, cryptocurrencies, AI and big data and what it means for you and your business. DISCLAIMER: This podcast is for educational purposes and is no ...
 
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 ...
 
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 ...
 
Welcome to Ford Financial Group's Financial Insights Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in w ...
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and bitcoin. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and inves ...
 
Welcome to Advice You Can Trust, where we explore an array of topics surrounding wealth management and the lessons that can be learned from super rich individuals, families, and businesses as a whole. Listen as James Nichols, Wealth Manager at Cumberland River Group, taps into years of experience in working with clients to provide highly customized advice, investment solutions, and financial planning services. Dedicated to his clients, James prides himself on the relationships he has nurture ...
 
Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
Live like a Financial Rock Star. Scott has made the money moron mistakes so you don’t have to. He teaches you how to think differently about money, so you can get out of debt, get started investing, and generate passive income with real estate. Scott lived the paycheck-to-paycheck lifestyle, but by age 35, he turned it all around and became a self-made millionaire and is now on a mission to help you. If you’re stressed out or worried about money, the Scott Alan Turner podcast will help. Fool ...
 
Bottom-line 1st week NFL-21-12=64% =$14,000 Profit68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven)Chronicled on this Podcast and we disclose all information we have.Ask yourself “Who is making you $$$ ?”“Most expensive advice is bad advice”Process is1)Research2) Use math (which is pattern recognition not calculation and statistics)3)Rigorously apply logic4) Make a good decision that consistently results in free cash flow, profit and mon ...
 
Clayton Morris is a news anchor, real estate investor, public speaker and former ball of stress. The mission of the Empower podcast is to help us achieve financial freedom. Empower tackles this on two fronts, first by helping us overcome our limiting beliefs around money, second by providing practical wealth building advice from our remarkable guests.
 
The TREPX Podcast is a place for entrepreneurs who are serious about growing a business and transitioning from amateur to pro. A business pro is someone who has a vision to build something bigger than one person. A pro creates systems for growth and has clear, authentic marketing that connects with customers and prospects. A pro has financial awareness to look forward instead of backward. The TREPX Podcast will feature interviews with those who have built successful businesses to deconstruct ...
 
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show series
 
In this episode Emma Crossick talks to Alan Moran about how clients can be vulnerable to scams. They also discuss how earlier this year the FCA launched guidance for Financial Advisors relating to the fair treatment of vulnerable clients.Alan Moran による
 
Formerly the UW Tax-Sheltered Annuity (TSA) 403(b) Program, the UW 403(b) Supplemental Retirement Program (SRP) has recently undergone a name change along with several other changes. With more than 24,000 faculty and staff, UW-Madison is easily one of the largest employers in Dane County – the largest non-government employer in Dane County is UW He…
 
The real estate market around the world is changing at a high rate of speed. In this special podcast Robert and Rich Dad Real Estate Advisor, Ken McElroy will be revealing the fundamentals and strategies that will serve you well during these – not so ordinary times. They’ll share their experiences of starting small and leveraging repeatable strateg…
 
Bottomline we were 36-16=70% =$16,000 ish profit We are the Bloomberg, CNBC And Fox Business of #sportsbetting #nflbetting #collegefootballbetting and #collegebasketballbetting Josh Vizcay MBA - Financial Services "Makes Money As Financial Services Professional -Tax Mitigates Money For Business And Wealthy Individuals" Also County Boards, City Coun…
 
Get access to the Macro Show live and on-demand video every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 In 2014, we were sick and tired of hearing narrative after narrative on "Old Wall" TV. We created The Macro Show for everyday investors looking for a better way to access real-time investable market analysis. Track trends in stocks, …
 
Bottom-line 2nd week 18-15=55% (52.5% is bottom) NFL-39-27=59% (52.5% is breakeven) =$17,000ish in Profit + fun watching the games 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) “Who is making you $$$ ?” “Most expensive advice is bad advice” “Who is making you $$$ ?” •17-8= 68%=$8.500 (52.5%…
 
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions from dentists about their cash flow, debt, and investment concerns. Income is finally growing—what comes next? Pay down debt or add to assets? Where do collectibles fit into a portfolio? Should you put more than the minimum down when buying a home? Got a money q…
 
Building your nest egg is just as important as making sure it doesn’t end up a scrambled mess. What's beyond the simplified advice of 'spend less than you earn'? ================ LISTENER QUESTION/COMMENTS ================ Can I contribute money to a Roth IRA for a child (Audrey, Chicago) Where can I learn about stocks and bonds to get started inve…
 
The Fed is neither Federal, a bank, nor is does it hold any reserves. The big question is, should we end the Fed? Today’s guest is a critic of the federal government’s fiscal policies, especially the existence of the Federal Reserve. Dr. Ron Paul, a former Congressman and host of the Liberty Report says, “Big government would thrive if it didn’t ha…
 
In this Episode We go over the "Bets we got wrong" 18-15=55% wk 2 *(52.5% is break even) 39-27=59% (Year To Date) You learn more from the bets you got wrong than the bets you got right Link To Hawthorne Effect www.investopedia.com/terms/h/hawthorne-effect.asp “Most expensive advice is bad advice” Process is 1)Research 2) Use math (which is pattern …
 
In this episode host Josh Nelson offers you an opportunity to discover your risk number. It's the number that matches up with the "turbulence" that you're willing to tolerate in your own portfolio. On a scale of 1 to 99 how much of a financial risk taker are you? It's important that you know this number so that your portfolio performs optimally for…
 
**This Real Conversation originally aired as a video webcast on Hedgeye.com on September 7, 2021** Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnf Join Hedgeye CEO Keith McCullough and Daniel Lacalle, Chief Economist at Tressis SV, for this special investing discuss…
 
In this episode Emma Crossick talks to Alan Moran about how you can be in control of your finances. They discuss how Interface Financial Planning offers an online system to all of their clients (and their non-clients too) where you can see the values of all your investments, pensions, bank accounts, shares and all of your national savings (premium …
 
Bottom-line 1st week NFL-21-12=64% =$14,000 Profit68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. Ask yourself “Who is making you $$$ ?” “Most expensive advice is bad advice” Process is1)Research2) Use math (which is pattern …
 
Get access to the Macro Show live and on-demand video every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 In 2014, we were sick and tired of hearing narrative after narrative on "Old Wall" TV. We created The Macro Show for everyday investors looking for a better way to access real-time investable market analysis. Track trends in stocks, …
 
Bottom-line 1st week NFL-21-12=64% =$14,000 Profit 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. “Who is making you $$$ ?” “Most expensive advice is bad advice” “Who is making you $$$ ?” •17-8= 68%=$8.500 (52.5% is breakeve…
 
Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible. Is that the right message for a dentist like you? On this episode of the Dentist Money™ Show, Ryan and Matt go through each of Dave Ramsey’s 7 Baby Steps. They compare his advice against Dentist Advisors’ more dentist-specific guidance…
 
Another entertaining review of MLMs. "LuLaRich" largely focuses on how LuLaRoe’s multi-level marketing structure ruined lives. ================ LISTENER QUESTION/COMMENTS ================ My financial advisor took out loans in my name and ruined me (Cheryl) When is a good time to get umbrella insurance (Alex, Phoenix, AZ) Will I get hit with capita…
 
Ask yourself / who is making you money ? 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. “Most expensive advice is bad advice” “Who is making you $$$ ?” •21-12=64%-=$14,000 ish (52.5% is breakeven) $1000.00 per game Process i…
 
A big concern among financial traders is whether their stategy will suceed. In this episode host Josh Nelson talks directly to what is truly the worse trade we can make, and his perspective includes much more than just money. Listen to this podcast and you will gain a fresh perspective that can help you not only financially but in all of your life …
 
In this episode Emma Crossick talks to Alan Moran about how important funeral planning is. People like to put off things that make them uncomfortable but it is important not to ignore it because the end is unfortunately inevitable. Having a plan in place relieves alot of stress from the bereaved and makes sure that your wishes are carried out after…
 
This week, Brian talks about the danger of being a reactionary investor when markets get turbulent, as they did last week. Ford Financial Group on Facebook Ford Financial Group on YouTube Questions? Find us at FordFG.com Email us at info@fordfg.com Music: Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licens…
 
Ask yourself / who is making you money ? 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. “Most expensive advice is bad advice” “Who is making you $$$ ?” •17-8= 68%=$8.500 (52.5% is breakeven) $1000.00 per game Process is 1)Re…
 
Ask yourself / who is making you money ? The same process using decision science and math you use to pick and investment is the same process you use to pick the teams that has the highest probability of monetizing your time watching the game Impossible to process all the information without collaboration We are betting $1000.00 on every game we pic…
 
What has been your favorite episode? Find out if it was one of our top downloaded podcasts. In our first 299 shows, we’ve covered investing, debt, spending, taxes, and more. On this episode, Ryan and Matt look back at listener favorites and discuss why the topics of those top five shows still resonate with dentists.…
 
Imagine the joy you would feel by being able to spring for a meal at a Michelin Star restaurant for an anniversary with your significant other? It's possible, if you know how. ================ LISTENER QUESTION/COMMENTS ================ Will 2022 be a better year to wait and buy a car (Addison, Maryland) I have a travel tip for people if they can't…
 
It is my belief that yes, you can own individual stocks in your long-term holdings. While some financial advice tells you that mutual funds, ETFs, and robo advisors are your only option, I think they are missing the mark. An alternative path, as David Gardner put it, is to "find good companies and hold those positions tenaciously over time to yield…
 
The mainstream media will have you believe that the economy is on its way back from the devastation caused by the pandemic, but today’s guest says that the trends tell us another story. Gerald Celente is the Founder and Director of the Trends Research Institute and publisher of the weekly Trends Journal magazine and he says, “America was the land o…
 
**This Real Conversation originally aired as a video webcast on Hedgeye.com on August 26, 2021** Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnf Join Hedgeye CEO Keith McCullough and Jim Rickards, A New York Times Bestselling Author and renowned investor, for this s…
 
In this episode of The Wiser Financial Advisor... Host Josh Nelson helps with how to lower our stress when it comes to expected, and unexpected, big expenses. He offers three simple suggestions and goes into detail on how easy it can be for most anyone to implement them. 1> Don't wing it when it comes to those big expenses. 2> Learn simple strategi…
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all meth ods in the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retu…
 
**This Real Conversation originally aired as a video webcast on Hedgeye.com on August 26, 2021** Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnf Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intellig…
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all methods In the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retur…
 
Get access to the Macro Show every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yo…
 
People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would connect with potential patients? On this episode of the Dentist Money™ Show, Ryan welcomes Joshua Scott whose agency, Studio 8E8, helps practices stand out using story-first marketing. Hear how to add energy to your marketing effo…
 
INTRODUCING Optimize 401k: https://bit.ly/Optimize401k Imaging your perfect place to live. What does it look like? People are moving now more than ever because of Covid. Are you dreaming and making some plans to get to your next place? ================ LISTENER QUESTION/COMMENTS ================ Is there a way to do a backdoor Roth and avoid the pr…
 
War and business are very similar. They are both tough, often dangerous, environments. Today’s guest explains the recent events that have unfolded in Afghanistan and how, like in business, failed leadership, is the real story in Afghanistan. Marine Veteran, Ryan, who completed 11 combat deployments, two as an infantry Marine, explains the history o…
 
Even while watching golf, it's difficult for Nate's mind to not drift toward how the sport might have parallels with investing and financial planning. So it should come as no surprise that after watching this past weekend's 2021 BMW Championship, which saw Patrick Cantlay edge Bryson DeChambeau in a six-hole playoff, Nate had styles of investing on…
 
John D. Hanson Army Veteran Wealthy Entrepreneur Consultant | Speaker | Trainer | Author at Accelerated Revenue Inc. Powell, Ohio, United States linkedin.com/in/john-d-hanson-e…esstoheroicsuccess accrev.com john.hanson@accrev.com Josh Vizcay MBA - Financial Services "Makes Money As Financial Services Professional -Tax Mitigates Money For Business A…
 
If you're in search of financial independence, the first place you must start is by working on a budget for you and your family. Keeping track of spending - so you can understand your habits and spend more wisely - is an important reason for creating a budget. Budgets help you better understand what you earn, understand where you spend it (you spen…
 
This episode host Josh Nelson talks about how often people ask him about paying off debt when there is a mortage involved so that they can begin investing the monthly mortgage payment. Josh does promote paying off debt as quickly as possible. But when it comes to doing that with a mortgage to invest the money there are special considerations that y…
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all methods In the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retur…
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all meth ods in the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retu…
 
Dentists consistently rank among the most successful working professionals in the U.S. But a good income does not guarantee a successful retirement. On this episode of the Dentist Money™ Show, Ryan and Matt list seven mistakes that prevent you from having enough at retirement. Your practice is thriving and the retirement road looks smooth—unless a …
 
The total number of retirement millionaires has nearly doubled from one year ago. The outlook for retirement savers is only improving! No matter your age, stage, or wage, it's time to get inspired. Plus, tips to save. ================ LISTENER QUESTION/COMMENTS ================ Can I take the gains from the sale of a rental property to pay down my …
 
A follow-up to the episode celebrating the 50th Anniversary of the day Nixon took the dollar off the gold standard, guest George Gammon is in the studio to discuss how creating unlimited amounts of money has created “monetary heroin.” George Gammon, a former entrepreneur, turned investor, and host of The Rebel Capitalist Show, says, “The Fed is buy…
 
Following up on the espisode from 08/17/21, What Makes A Great Financial Advisor, host Josh Nelson discusses What Makes A Not So Great Financial Advisor. Josh gets into the details that will help you have an even better idea of how to select a financial advisor that's best suited to help and your family achieve your overall financial goals. His 3 t…
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all methods in the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" As a result we educate o…
 
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