MY Wealth Planners openbaar
[search 0]
Meer
Download the App!
show episodes
 
Artwork
 
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
  continue reading
 
Artwork

1
Everyone's Talkin' Money: Personal Finance, Financial Freedom, Mental Health, Healthy Wealth for Women

Shannah Game, Money Podcast for Women, Personal Finance, Relationships & Mental Health & Glassbox Media.

Unsubscribe
Unsubscribe
Wekelijks+
 
Money isn’t just math—it’s personal, emotional, and messy. On Everyone’s Talkin’ Money, we get real about what’s holding you back from building wealth and how to fix it. This isn’t your typical finance show—we tackle the emotional side of money, the stuff that actually drives your decisions, so you can break free from money guilt, fear, and overwhelm. (Aka, the real stuff that other shows leave out). Hosted by Shannah Game, a Certified Financial Planner, Certified Trauma of Money Specialist, ...
  continue reading
 
Artwork

1
Behind The Designs

Financial Design Studio

Unsubscribe
Unsubscribe
Maandelijks+
 
Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
  continue reading
 
Artwork

1
Retired-ish

Cameron Valadez

Unsubscribe
Unsubscribe
Maandelijks+
 
Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
  continue reading
 
Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
  continue reading
 
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
  continue reading
 
Everyone would love to start earning money in the most convenient and fulfilling ways possible. Of course, it would be nice to earn while still having enough time and energy to achieve a financially secure future. However, beginning your wealth-building journey is more complicated than it seems. What is the first step you must take? How can you deal with your debts properly? And how can you use your money to live the life you truly deserve? Welcome to Wealth Acceleration Podcast, the podcast ...
  continue reading
 
Artwork
 
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
  continue reading
 
Artwork

1
The Sugar Daddy Podcast

The Sugar Daddy Podcast

Unsubscribe
Unsubscribe
Maandelijks+
 
Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast, where talking about money isn't taboo, and you can leave your past money mistakes at the door! Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand. Tune in as they demystify the realm of dollars, so it all makes cents, while ...
  continue reading
 
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
  continue reading
 
Artwork

1
SugarMamma’s Fireplay

Canna Campbell SugarMammaTV

Unsubscribe
Unsubscribe
Wekelijks
 
Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and b ...
  continue reading
 
I'm a former Certified Financial Planner® turned Human Design financial mentor and guide to female entrepreneurs. I believe our money and our business can only thrive at the level of our emotional well-being. I empower female entrepreneurs to feel confident with their money and in their business so they can have fun now and in the future. On this podcast we will explore all things money, business and self-development (including Human Design). I hope you enjoy the journey where I share everyt ...
  continue reading
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
  continue reading
 
Accounting Insider is a podcast for masters of their own destiny to learn how to build wealth - from an expert who has done it for himself, and his clients. Kym Nitschke is a different kind of accountant - yes, he's a chartered accountant and financial planner, but he's also a property developer, licensed builder and investor. The Accounting Insider podcast not only reveals Kym's insights into business and wealth growth, but also puts a spotlight on his clients and other successful entrepren ...
  continue reading
 
Artwork

1
Work House Blues

Work House Blues

Unsubscribe
Unsubscribe
Dagelijks+
 
Work House Blues is my personal financial journey. At 40 years old, I have been very fiscally irresponsible. I have massive amounts of debt and no savings to speak of. Join me as I figure out the world of investing and work to grow my wealth. Please note, nothing in this pod cast is investing advice. I am not a financial advisor. This is merely my personal journey and my personal opinions. If you are interested in investing yourself, please consult a financial planner.
  continue reading
 
Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
  continue reading
 
Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
  continue reading
 
Feel Confident and Secure in your Relationship With Money Are you sick of feeling overwhelmed whenever you open you bank account? Do you want to learn to spend money with intention instead of emotion? Do you want to stop staying small and have more confidence in your financial decisions? In this podcast, you will find actionable steps and emotional support to free yourself from shame and help you find peace around money. My mission is to remove the cultural stigma around money, so that you f ...
  continue reading
 
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
  continue reading
 
Financial awareness and money issues are often pushed to the bottom of our to-do lists. In The Australian Financial Focus we talk to financial experts and everyday people who share ideas and tips for making your finances a focus - and moving you closer to your financial goals. Barry Wilkinson is the Director/Principal Broker Mortgage Broker at SW Brokerage- https://swbrokerage.com.au/ and has been a successful and motivated Mortgage Broker since 2004. A strong lateral thinker, Barry values p ...
  continue reading
 
Step into the dynamic world of the wedding industry with Wedding Empires, your indispensable podcast companion crafted exclusively for ambitious wedding professionals eager to elevate their businesses to unprecedented heights. Led by Jac Bowie, the forward-thinking CEO of The Wedding Academy, and Ben Connolly, a distinguished award-winning wedding photographer and esteemed educator, this podcast is your gateway to a wealth of invaluable insights, expert interviews, and actionable strategies ...
  continue reading
 
The Go-to Podcast for Christian Women Who Want to Build Their Online Business and Live a Full Life in Christ From The Inside Out. ------------------------------------- If you feel called to use your gifts and expertise to impact more lives as an online coach or service provider than this is for you. If you desire to build wealth for kingdom purposes then this is for you. In this podcast we explore the true meaning of kingdom wealth which is more than just creating financial abundance. As wel ...
  continue reading
 
Artwork

1
Grantvanzyl.com

Grantvanzyl.com

Unsubscribe
Unsubscribe
Maandelijks
 
Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
  continue reading
 
The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
  continue reading
 
Loading …
show series
 
Ready to face your financial fears? In today’s Halloween-themed episode, I take you on a haunted tour through the spine-chilling world of scary money decisions you do not want to make. From scary impulse buys to zombie retirement plans, these terrifying mistakes are lurking around every financial corner—and we’re here to keep your wallet safe from …
  continue reading
 
I came across a retirement finance article recently that really sent me loopy. The title was: Almost 50% of US households will outrun their savings in retirement — but this 1 money move could sustain your nest egg The article quotes a study from the Morningstar Center for Retirement & Policy Studies. Once I got past how misleading and malicious the…
  continue reading
 
In honor of Breast Cancer Awareness Month, we’re bringing back this powerful episode with Jessica Baladad, a breast cancer survivor and advocate for healthcare transparency. After facing misdiagnosis, Jessica's experience inspired her to create the "Feel For Your Life" app, promoting self-breast exams and early detection. Her advocacy extends beyon…
  continue reading
 
Have a question? Send me a text message. We’re joined by Jacquiline Wagner, a human resource and employment law attorney, who brings her unique perspective to the table. Together, we dissect how understanding both employee and employer perspectives can cultivate win-win situations and foster a supportive work culture. On this podcast we discuss: Th…
  continue reading
 
In this episode, Nate and Ben tackle the critical question of whether physicians should prioritize intense work and savings during their early career to achieve the goal of slowing down in their 50s. They delve into the financial implications of this strategy, discuss various listener questions about managing student loans, and emphasize the import…
  continue reading
 
Today, I thought it would be helpful re-air an episode that I did over 2 years ago on our struggles with productivity. In it, I talk about the internal and external pressures that so many of us feel and how we can form an identity around getting things done. I talk about where we learned this, how it might be serving us (because it does serve a pur…
  continue reading
 
Ready to fuel up your wallet with cash savings? This episode is all about slashing your car insurance costs—and trust me, it’s juicier than it sounds! You know how I’m obsessed with finding travel deals on sites like Kayak, Expedia, or Tripadvisor? Well, car insurance deserves the same treatment! This episode is like getting a money-saving power-up…
  continue reading
 
As a business coach, speaker, author and community builder, Mary Gaul gets to live in her gifts, increasing the energy, joy and well-being of those around her. She is the owner of Success Magnified, a business coaching and consulting company focused on women Solopreneur and Small Businesses that are the lifeblood of our communities. Clients hire he…
  continue reading
 
Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated. Learn more: http://www.thewealthlifestyle.com/ This podcast is for informational pur…
  continue reading
 
In today’s episode, we dive into the critical steps to protect your finances in a second marriage. After my own divorce, I knew I needed a different approach to build a strong financial foundation in a new relationship. This episode is filled with real, actionable advice for anyone navigating a breakup or a fresh start in love and finances. We’ll c…
  continue reading
 
Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated. Learn more: http://www.thewealthlifestyle.com/ This podcast is for informational pur…
  continue reading
 
What do you need to know before taking a hobby full time or launching a start up? In this episode, we break down the financial side of how to start a business. From finding funding, to deductions and distributions, and tax implications, we share our expertise as planners and experience as business owners. We are Financial Design Studio: Michelle, S…
  continue reading
 
Dan and Emily discuss the value of building trust as a financial planner and with a financial planner. They then go on to discuss client experience (in all forms fo business) and the importance of building an experience that exceeds the expectation of the client. Finally, they touch on precious metal investing and what it can and cannot accomplish.…
  continue reading
 
One of my biggest fears is that people will take a sense of complacency in average advice provided by "financial experts". Seeing numbers thrown around about how much you need to retire are often fraught with dangers as these numbers appear to be extremely low and don't create a future of financial freedom but frightening financial poverty. To take…
  continue reading
 
Dan tells the story of launching the practice that became MY Wealth Planners, and shares the many struggles and challenges that come not only with entrepreneurship, but the work of doing financial planning. TW: Mental health. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimenta…
  continue reading
 
In this Vault Ask Shannah episode, we dive into a raw and relatable question from listener Nicole, who struggles with money fights that threaten her relationship. After 5 years together and therapy sessions that feel like they’re going nowhere, Nicole and her partner are still sneaking purchases and letting money issues take the driver's seat in th…
  continue reading
 
Do you worry about running out of money in retirement? Many people don’t fully understand how long their savings need to last or how systems like Social Security work. In this episode, we dive deep into how to plan for retirement, manage your income, and make sure you don't outlive your savings. We’ll also explore why the traditional retirement age…
  continue reading
 
Have a question? Send me a text message. I invited Kyleigh Weathers, founder of Queerly Attached on the podcast to reflect on the challenging journey of leaving a religious upbringing. Kylie opens up about the trauma and confusion triggered by suppressing one's identity due to religious doctrine and the process of embracing personal intuition. Our …
  continue reading
 
What if financial distress isn’t the end but a fresh start? In this episode, bankruptcy lawyer and financial literacy advocate Adrienne Hines dives deep into bankruptcy and its benefits. Jessica and Brandon explore how life events like medical emergencies or divorce can trigger financial struggles and how figures like Walt Disney, Heinz and Henry F…
  continue reading
 
In this episode, Nate and Ben explore the essential financial decisions that physician families face regarding student loan management and resource allocation. The hosts discuss how to strike a balance between paying off student debt and achieving other financial goals, such as saving for retirement and funding children's education. This episode fe…
  continue reading
 
This week on the podcast, I'm sharing my conversation with Kristen Ragusin, author of the book 'The End of Scarcity – The Dawn of the New Abundant World’. Kristen's book teaches us about the flaws in our current belief system around money, and how we can change our beliefs to unlock the abundance that is already all around us. As a society we've be…
  continue reading
 
In this episode, we’re diving into a powerful money self-love exercise that can transform your relationship with money. Life is hectic, but taking a few minutes to answer these 5 essential money questions will help you uncover what role money plays in your life and what’s standing in the way of achieving your biggest money goals. Whether you want t…
  continue reading
 
Kelly O’Connor is a TEDx speaker and an award-winning elder care consultant and Legacy Life Coach. She has dedicated herself to improving the lives of those in their 70s, 80s, 90s and 100s. Her company provides concierge-level programs helping older adults find new meaning and purpose in their lives along with consulting services for families inter…
  continue reading
 
Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s asp…
  continue reading
 
Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Are you tired of the traditional retirement grind? Discover how John Anderson is disrupting the status quo an…
  continue reading
 
Paying off debt isn't just about following some boring budget advice. If it were that easy, you'd already be debt-free. In this episode, I dive into the real secrets no one talks about when it comes to debt—why it’s not just a financial problem but an emotional one and how you can actually flip the script to make it work in your favor. I’m breaking…
  continue reading
 
Daniel and Emily discuss important lifestyle and financial questions to ask a partner before getting married. They then turn to the topic of the financial pros and cons of stay at home spouses; and finally, they discuss the classic debate of whether you should invest in experiences, things, or perhaps a bit of both? Learn more about Wealth Planning…
  continue reading
 
Kamala Harris and Donald Trump present starkly different tax proposals for the 2024 election reflecting their contrasting economic priorities. And while the exact outcomes of future tax policy are unknowable, you can be better prepared by having a good understanding of the potential changes. In this episode, I address some of the major tax policies…
  continue reading
 
Had a wedding nightmare? We want to hear about it for our latest segment! Text us here. After leaving behind the badge and the pressures of police work, Hayley Robinson found solace in yoga, transforming her career into one of healing and stress management. Join us as Hayley shares her compelling story and expertise, revealing how yoga became her s…
  continue reading
 
The First Home Owner Super Scheme has been helping Australians get their foot in the door of the competitive property ladder. In today's episode, Adam McCabe and Financial Planner, Richard Nicholls join me as we break down this opportunity and help you understand the pros, cons and even risks and consequences of the First Home Owner Super Scheme, s…
  continue reading
 
Had a wedding nightmare? We want to hear about it for our latest segment! Text us here. Join us for a lively start to Season 3 of Wedding Empires, where we sit down with the talented Angela Brushe, a photographer whose journey from Adelaide to the Sunshine Coast is as captivating as it is humorous. Angela shares her childhood fascination with photo…
  continue reading
 
Ever wondered where you rank financially among Americans? Curious about what it takes to join the top 5% in income or net worth? Every three years, the Fed surveys the finances of American households, tracking assets, debt, and more. One of the things they cover is who landed in the top 5% of both income earned and net worth. In this episode of Bes…
  continue reading
 
“If you think you did something but can’t PROVE that you did, then you probably didn’t do anything at all.” –Dr. Walter V Pierce, Sr. Founder of the Pierce Results System of Spinal Analysis In this episode, Dr. Dan, Dr. Riley and Angela discuss the importance of objective health measurements. They emphasize the value of using objective data to trac…
  continue reading
 
Detox doesn’t have to be a dirty word! It’s a process that your body does around the clock without you giving it a single thought. But that doesn’t mean it’s an easy job – or that you can’t lend a hand in the process! The choices you make on a daily basis improve or inhibit your body’s ability to detox. In this episode, Dr. Dan, Dr. Riley and Angel…
  continue reading
 
When dealing with a specific health challenge, the road to recovery might seem like a difficult journey. And it’s easy to fall off track when things start to improve, and life gets in the way. Little steps each day that could move you closer to health are missed – or you start traveling in the wrong direction all together. But it’s not impossible. …
  continue reading
 
Trigger Warning: Trigger Points are painful! A Trigger Point is a hypersensitive spot in skeletal muscles that can cause pain and other reactions when stimulated. These spots can be relatively small, but the pain punch that they pack can knock you for a loop. The good news is that if a trigger point is causing you trouble, there are plenty of ways …
  continue reading
 
Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s asp…
  continue reading
 
Gail R. Kulas, self-described as an “itchy sweater” – helping people become more comfortable being uncomfortable – is a dynamic force in the world of business strategy, education, and personal development. As the founder of Leading to Unlock, LLC, Gail has dedicated her career to unlocking the potential within individuals and organizations, deliver…
  continue reading
 
Mike Rubin, a multifaceted individual, wears many hats as a physician, scientist, engineer, entrepreneur, and educator. Above all, he values his roles as a devoted husband and father. As the visionary Founder and CEO of Northpond Ventures, a science-driven venture capital firm, Mike spearheads a multi-billion-dollar enterprise dedicated to fosterin…
  continue reading
 
People who are in a good place to retire often do things that others do not - knowingly or unknowingly. See, retirement is all about having plans in place. Proactive plans that tell you what you SHOULD do. But also REACTIVE plans that tell you what to do in case of an emergency. These REACTIVE plans are what you rely on when one of your proactive p…
  continue reading
 
Scams, Phishing and Fraud are rampant online. This Cybersecurity Month, Jess and Brandon share essential tips to protect your identity and keep you safe in this digital world. Learn how to recognize fraud, safeguard your identity from and keep your family safe. Stay ahead with practical advice to secure your online presence. Watch this episode in v…
  continue reading
 
Have a question? Send me a text message. Are you tired of constantly setting goals only to feel unfulfilled and burnt out? Join me as I interview Liam Naden where we discuss the neuroscience, psychology, and practical strategies in order to tap into the creative brain to embody true fulfillment. Liam explains how understanding the natural laws gove…
  continue reading
 
Retirement plans aren't just about 401ks and IRAs—it's time to look beyond. In this episode, Wade Reed dives into the real story behind traditional retirement plans and the options most people overlook. From the origins of the 401k to understanding the limits of IRAs, Wade unpacks the often misunderstood world of qualified plans and explains why th…
  continue reading
 
In this episode, Nate and Ben delve into the specifics of solo 401(k) eligibility for physicians. They address common misconceptions and intricacies related to retirement accounts, discussing various financial strategies that physicians can consider as they navigate their professional careers. The hosts provide insights into the benefits and limita…
  continue reading
 
National Financial Planning Month is here! In this episode, we’ll do a little bit of celebrating as we look at what financial planning truly means, as well as what drew Lee into the field! We’ll break down what it means to be a fiduciary, how JL Perkins is different from other wealth advisory firms, and what the standard process looks like with us.…
  continue reading
 
Loading …

Korte handleiding