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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.
 
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 ...
 
Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: paul.resnik@finametrica.com Twitter: @paulresnik
 
“The Brighthouse Financial Insights Panel” is a monthly podcast where leading experts share advice and strategies for financial professionals. Through these conversations, our panelists offer insights and tips to help strengthen businesses and build client relationships that last. Topics have included: prospecting and referrals, business strategies, milestone and retirement planning, women in retirement, and understanding client needs and behaviors. Disclosure: In these podcasts, the terms “ ...
 
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 ...
 
Economic wellbeing for a wellbeing economy. The Goals Based Advice Podcast brings you conversations with pioneers of the new world of Financial Advice. In each episode, I interview the most forward thinking people from inside and around the Financial Advice industry about how they perceive the future and are bringing it into the present. These industry thought leaders are putting goals at the centre of their client relationships and teams, building great businesses and making a huge differen ...
 
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 ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
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 ...
 
Through our Monday Musings podcast, we hope to create a community where we can support and challenge each other through conversations, discussions and storytelling. We will be offering helpful advice and updates designed to help you with your financial planning.~More about us at Straight Talk Financial Planning...Yes, at Straight Talk Financial Planning we provide Financial planning specialising in Pensions, Investments, life assurance Wills and Powers of Attorney across the South Coast, but ...
 
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 ...
 
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 ...
 
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 ...
 
Where did you learn about money? If you were lucky enough, maybe you learnt how to manage money from yours parents. Or you have made it a life-long pursuit … gaining investment advice from professionals, programs or even wealth creation gurus. But what about learning about money from psychologists, behavioural scientists and even environmentalists. Welcome to Financial Therapy, I’m your host Jane Monica-Jones and I am a Financial Therapist. I’m the therapist you go and see, with your bank ac ...
 
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
 
What do Twitter CEO Jack Dorsey and NFL quarterback Tom Brady have in common? Outside of their celebrity status, Dorsey and Brady are two of the bigger names that have entered into the non-fungible token, or NFT, space in recent weeks. Dorsey sold his first-ever tweet for $2.9 million, while Brady announced his new NFT company, Autograph, at the st…
 
Todays guest on the financial planner life podcast is Kay Mechial from Black Lion Wealth. Kay covers his career journey from trainee financial planner to running his own financial planning firm. I really enjoyed talking to Kay, full of passion and enthusiasm for the profession, a firm believer that mindset and attitude are the two key ingredients t…
 
**This originally aired as a video webcast live on Hedgeye.com on April 7, 2020** In this new edition of Real Conversations, Hedgeye CEO Keith McCullough is joined by Annie Duke, former professional poker player, World Series of poker winner and author of How to Decide: Simple Tools for Making Better Choices.…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. I hope that you have enjoyed Season 1. I am really excited about Season 2 and what we have in store for you. During this bonus episode, I am going to recap everything from Season 1, including a one-word t…
 
In economics, Gresham's law is a monetary principle stating that "bad money drives out good". For example, if there are two forms of commodity money in circulation, which are accepted by law as having similar face value, the more valuable commodity will gradually disappear from circulation. Today’s guest says, “This has been happening all throughou…
 
Show Description: Jason and Alex start off the show addressing a question that has been asked by more than one private client over the past couple of weeks. Given the US National Debt equal to 28.2 Trillion and the Federal Deficit at $4.5 Trillion and tack on all the recent stimulus money and Federal spending, what will be the effects on the market…
 
What are the advantages and disadvantages of using a robo-advisor to manage investments? ================ LISTENER QUESTION/COMMENTS ================ My friend says a credit card has more protection than a debit card. Is this true (Brett) I have a Roth IRA. If I understand correctly, everything I put in can be pulled back out with no fee or penalty…
 
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Steph Pomboy, Founder of MacroMavens, and Hedgeye CEO Keith McCullough.Hedgeye Risk Management による
 
In this weeks Monday Musings, David talks about opportunity for investment - Monday Musings 12/04/2021 - Straight Talk Financial Planning _________________ David and the team at Straight Talk Financial Planning believe is that communication is the most important part of the relationship that we have with our clients and we want to be as transparent…
 
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Jeffrey Snider, Head of Global Research at Alhambra Investments, and Hedgeye CEO Keith McCullough.Hedgeye Risk Management による
 
Episode #161 - This episode contains Coach's favorite big ideas from the great real estate book The Millionaire Real Estate Investor by Gary Keller. You'll learn 5 practical tips and strategies for both new and experienced real estate investors. Companion article/show notes: https://www.coachcarson.com/the-millionaire-real-estate-investor-gary-kell…
 
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Murray Stahl, Chief Investment Officer at Horizon Kinetics, James Davolos, Portfolio Manager at Horizon Kinetics, and Hedgeye CEO Keith McCullough.Hedgeye Risk Management による
 
**This originally aired as a video webcast live on Hedgeye.com on March 16, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Portfolio Manager at Critical Mass Partners, and Hedgeye CEO Keith McCullough.Hedgeye Risk Management による
 
**This originally aired as a video webcast live on Hedgeye.com on March 17, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, Chief Economist at Tressis SV, and Hedgeye CEO Keith McCullough.Hedgeye Risk Management による
 
In this guide Orry Henderson talks about the comparison between an annuity pension and a drawdown option. The guide also looks at the advantages and disadvantages of both and how a balance of both maybe the best option for your retirement.Alan Moran による
 
With tax deadline day coming, Walkner Condon international advisors Keith Poniewaz and Stan Farmer bring U.S. expat tax expert Leo Zimny, CPA, on the show to cover the basics of taxes for Americans abroad. While many people would prefer to steer clear of the topic of taxes, they are an integral part of a holistic financial plan, especially for U.S.…
 
**This originally aired as a video webcast live on Hedgeye.com on March 17, 2020** This is an exclusive "Hedgeye Investing Summit" interview between George Goncalves, a Bond Market Strategist, and Hedgeye CEO Keith McCullough.Hedgeye Risk Management による
 
How many ways are there to make your money last longer than you will? The answer will surprise you. ================ LISTENER QUESTION/COMMENTS ================ Will my wife's 401(k) balance be added to a new Roth 401(k) account for compounding purposes or would she in effect be starting over (Bryan) My biggest financial concern is just plain not h…
 
**This originally aired as a video webcast live on Hedgeye.com on March 17, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Grant Williams, Founder of Things That Make You Go Hmmm... and Hedgeye CEO Keith McCullough.Hedgeye Risk Management による
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Andy Andrews. Andy is the author of more than 25 books that have been translated into more than 40 languages among those are several New York Times bestsellers including "The Traveler's Gift…
 
On the bullish side, there is a GIGANTIC amount of money being pumped into the financial markets by the Fed, which is creating and injecting $120 billion into the markets every month. On top of that, the Treasury Department has a bank account with more than $1 trillion in it; and it plans to spend all that money over the next few months. All this L…
 
**This originally aired as a video webcast live on Hedgeye.com on March 16, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Logica Capital Advisors, and Hedgeye CEO Keith McCullough.Hedgeye Risk Management による
 
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty around finding your way in the profession, your first job does not define you, instead, it sets you on a journey of discovery if you are willing to push yourself outside of your comfort zone. We cover: From ban…
 
**This originally aired as a video webcast live on Hedgeye.com on March 16, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist of Charles Schwab, and Hedgeye CEO Keith McCullough.Hedgeye Risk Management による
 
Episode #160 - Learn how Jennifer Beadles travels the country in an RV with her husband and daughter while living off rental income from properties in 6 different states. You'll also learn how Jennifer began real estate at 21-years old as a bookkeeper and then built her career and portfolio of 240 units over a 14-year period. Jennifer also shares t…
 
In this episode Emma Crossick talks to Alan Moran about how working from home through the pandemic has had some major advantages for his buisness. She also discusses how virtual meetings have cut down on the need to travel and made for a more productive workplace.Alan Moran による
 
COVID-19 has presented seemingly endless challenges, as we all try to adapt to living in a pandemic. For small business owners, COVID-19 has not only magnified those challenges, it’s jeopardized their very livelihoods. As of the latest data in mid-March, nearly one-third of businesses remained closed nationally, while more than 40% of small busines…
 
Show Description: Jason and Alex started the show by taking a step back and reminding listeners and themselves why IDA’s team does not pick individual stocks and try to time the market. There are always unpredictable events that will happen with individual companies, such as Cox communication’s internet going down for multiple days unexpectedly. On…
 
Show Description: Jason kicks off the show with giving an overview of when to look towards the topic to today’s discussion, alternatives. Alternative Investments become a viable option for investing when the public markets start to look too high, and questions arise as to how long this market run up can continue. Alex joins the discussion with stat…
 
Ever wonder why some people don't care about money, saving, and investing? The answer is finally in! ================ LISTENER QUESTION/COMMENTS ================ I am trying to figure out the best (and SIMPLE) way to combine finances (Blake Shelton) How can I hit my savings goal of $10,000 in 10 months (Deanna the dog walker) Do I pay a company a f…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Jacqueline Schadeck. Jacqueline, you are a Certified Financial Planner and Accredited Wealth Management Advisor currently practicing in Atlanta, GA at Sherrill, & Hutchins Financial Advisory…
 
If you sold, mined, or traded cryptocurrencies in 2020, then this episode is for you! Tom Wheelwright, Rich Dad Advisor on Taxes, warns listeners as they prepare for filing taxes this year, “Anytime you use or trade your virtual currency, that’s a taxable event.” But what does trade mean, exactly? According to Tom, if you did anything other than ju…
 
Episode #159 - Coach has a conversation with Paula Pant, host of the Afford Anything Podcast, a world traveler, and a thought leader in the financial independence space. This discussion centers around how to actually enjoy life during and after a journey to financial independence. They also discuss different forms of passive income, including real …
 
Today we have Rob Bertman. Rob holds both the coveted CFA and CFP® designations and is a University of Michigan alum. As a senior consultant for Student Loan Planner, he helps borrowers rid themselves of student loan debt. Rob is also a Family Budget Expert helping parents find the extra money in their budget to reach their financial goals. Today w…
 
The average person in a developed country spends 25-35 percent of their life working to pay taxes. That means more than two hours of every workday are dedicated to feeding your government. Today’s guests discuss how instead of working to pay taxes, you can invest to pay zero taxes—legally! Tom Wheelwright, Rich Dad Advisor on taxes says, “The real …
 
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