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Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
 
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.
 
Welcome to the AICPA Personal Financial Planning Section podcast. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
 
Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planni ...
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
 
Terence Tobin hosts this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax and investments with both a local and global markets in mind. My aim is to have the podcast recordings to be under 10 minutes, for a quick lesson. Focusing on your financial wellbeing, Terence and his guests will cover a wide range of topics, covering personal and business financial planning, tax, accounting, investments, money managements and ultimately wealth ...
 
Learn all about investing in real estate in Corona, California with a combination of real estate financial planning and modeling with numbers specific to Corona plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Corona).
 
Learn all about investing in real estate in Los Angeles, California with a combination of real estate financial planning and modeling with numbers specific to Los Angeles plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Los Angeles).
 
Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
 
Learn all about investing in real estate in Nashville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Nashville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Nashville).
 
Learn all about investing in real estate in Memphis, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Memphis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Memphis).
 
Learn all about investing in real estate in Louisville, Kentucky with a combination of real estate financial planning and modeling with numbers specific to Louisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Louisville).
 
Learn all about investing in real estate in Baltimore, Maryland with a combination of real estate financial planning and modeling with numbers specific to Baltimore plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Baltimore).
 
Learn all about investing in real estate in Milwaukee, Wisconsin with a combination of real estate financial planning and modeling with numbers specific to Milwaukee plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Milwaukee).
 
Learn all about investing in real estate in Seattle, Washington with a combination of real estate financial planning and modeling with numbers specific to Seattle plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Seattle).
 
Learn all about investing in real estate in Boise, Idaho with a combination of real estate financial planning and modeling with numbers specific to Boise plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Boise).
 
Learn all about investing in real estate in Vancouver, Washington with a combination of real estate financial planning and modeling with numbers specific to Vancouver plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Vancouver).
 
Learn all about investing in real estate in Jacksonville, Florida with a combination of real estate financial planning and modeling with numbers specific to Jacksonville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Jacksonville).
 
Learn all about investing in real estate in Naperville, Illinois with a combination of real estate financial planning and modeling with numbers specific to Naperville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Naperville).
 
Learn all about investing in real estate in Montgomery, Alabama with a combination of real estate financial planning and modeling with numbers specific to Montgomery plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Montgomery).
 
Learn all about investing in real estate in Sparks, Nevada with a combination of real estate financial planning and modeling with numbers specific to Sparks plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sparks).
 
Learn all about investing in real estate in Albuquerque, New Mexico with a combination of real estate financial planning and modeling with numbers specific to Albuquerque plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Albuquerque).
 
Learn all about investing in real estate in Charlotte, North Carolina with a combination of real estate financial planning and modeling with numbers specific to Charlotte plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Charlotte).
 
Learn all about investing in real estate in Indianapolis, Indiana with a combination of real estate financial planning and modeling with numbers specific to Indianapolis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Indianapolis).
 
Learn all about investing in real estate in Dallas, Texas with a combination of real estate financial planning and modeling with numbers specific to Dallas plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Dallas).
 
Learn all about investing in real estate in Boston, Massachusetts with a combination of real estate financial planning and modeling with numbers specific to Boston plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Boston).
 
Learn all about investing in real estate in Phoenix, Arizona with a combination of real estate financial planning and modeling with numbers specific to Phoenix plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Phoenix).
 
Learn all about investing in real estate in Detroit, Michigan with a combination of real estate financial planning and modeling with numbers specific to Detroit plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Detroit).
 
Learn all about investing in real estate in Orlando, Florida with a combination of real estate financial planning and modeling with numbers specific to Orlando plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Orlando).
 
Learn all about investing in real estate in Birmingham, Alabama with a combination of real estate financial planning and modeling with numbers specific to Birmingham plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Birmingham).
 
Learn all about investing in real estate in Washington, DC with a combination of real estate financial planning and modeling with numbers specific to Washington plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Washington).
 
Learn all about investing in real estate in Cleveland, Ohio with a combination of real estate financial planning and modeling with numbers specific to Cleveland plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Cleveland).
 
Learn all about investing in real estate in Tampa, Florida with a combination of real estate financial planning and modeling with numbers specific to Tampa plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tampa).
 
Learn all about investing in real estate in Windsor, Colorado with a combination of real estate financial planning and modeling with numbers specific to Windsor plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Windsor).
 
Learn all about investing in real estate in Pueblo, Colorado with a combination of real estate financial planning and modeling with numbers specific to Pueblo plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Pueblo).
 
Learn all about investing in real estate in Richmond, Virginia with a combination of real estate financial planning and modeling with numbers specific to Richmond plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Richmond).
 
Learn all about investing in real estate in Greeley, Colorado with a combination of real estate financial planning and modeling with numbers specific to Greeley plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Greeley).
 
Learn all about investing in real estate in Loveland, Colorado with a combination of real estate financial planning and modeling with numbers specific to Loveland plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Loveland).
 
Learn all about investing in real estate in Atlanta, Georgia with a combination of real estate financial planning and modeling with numbers specific to Atlanta plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Atlanta).
 
Learn all about investing in real estate in Denver, Colorado with a combination of real estate financial planning and modeling with numbers specific to Denver plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Denver).
 
Learn all about investing in real estate in Houston, Texas with a combination of real estate financial planning and modeling with numbers specific to Houston plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Houston).
 
Learn all about investing in real estate in Philadelphia, Pennsylvania with a combination of real estate financial planning and modeling with numbers specific to Philadelphia plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Philadelphia).
 
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show series
 
If you are a soon-to-be-retiree, or an already-retiree, you may well be grasped with fear in times like these. In three short parts, I will outline where we are in the greater scheme of things. Where exactly are we now? What we know When will markets Recover? I hope it helps Paddy
 
On this episode, Ashley comments on the current state of financial markets, including rising interest rates, inflation, and recessionary pressures that are building. He also shares timely information from thought leaders in the industry. shares information from some of the thought leaders he respects…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
Learn this advanced goal setting process for real estate investors called the Future Narrative Process (or Future Narrative Checklist). This is a throwback recording from 2012 when James first taught the process live. Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to: https://RealEstate…
 
With inflation and rising interest rates, the economy has become front page news and people are asking about what they can do to protect their finances. On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt offer their view on how much emergency cash to keep on hand, what to look for in a CPA, and whether you should stop investing …
 
There have been important changes within the Federal Student Loan landscape with the recent announcement in late August regarding Federal Forgiveness opportunities for borrowers. In this episode our very own Ben Martinek and Michael R. Acosta discuss what borrowers need to be aware of as the prepare for student loan payments to resume in January of…
 
On this podcast Joel Garris discusses the true power of dollar cost averaging. Plus, what does a strong U.S. dollar mean? Finally, the fed is completely committed to raising interest rates, what does that mean for investors? These topics and more on this week's radio show/podcast at https://www.nelsonfinancialplanning.com/broadcasts/ originally air…
 
You’ve surely heard of Warren Buffet, but have you ever heard of Ben Miller? He is a successful investor most known for his portfolio management strategy that beat the S&P 500 for 14 years straight (1991-2005). Miller attributes his achievement to the same concept that made Buffet his billions: its time, not timing. Join Matt Robison and I on this …
 
Most real estate investors in Phoenix, Arizona face similar challenges, hurdles and obstacles: Where do I get my next down payment from? How do I overcome negative cash flow or improve the cash flow I have? How do I qualify for the best loans? How do I find what I'm missing (deals, dream team, partners, tenants)? How do I commit to achieving my rea…
 
In the episode, we sit down with Blaine Killion to talk about all things Dave Ramsey. What do we think of his advice? Do we agree or disagree with his biggest ideas? Is it still applicable today? For more information and show notes visit: https://bwmplanning.com/episode34 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement…
 
Spouses receive the best deal when it comes to being an eligible designated beneficiary. There are three options for what can be done when a spouse inherits an IRA from their deceased spouse. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Natalie Choate, Esq., to discuss the choices so that you can implement the…
 
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we ca…
 
September is Wills month for Rich Ideas. Recently I presented to staff at a company, as part of their wellness day.Here is the recording from that session.If you would like to discuss your will and estate planning - leave your details here - https://linktr.ee/terencetobinTerence Tobin による
 
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