Кращі подкасти про Financial Advice (2023)

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Oodles of Financial Advice

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Episode 21: March, Matching, and Madness 16:22

3d ago16:22

16:22

It’s Springtime, and that means its also almost tax time! Jeremy reminds everyone one way to defer tax is to contribute to traditional IRAs and 401ks. He then talks about a benefit some retirement plans provide that not everyone takes full advantage of. And finally, have you ever been to an NCAA Basketball Tournament Game? Jeremy recently watched a…

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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A Discussion on the Secure Act 2.0: Part 2 24:21

10d ago24:21

24:21

In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …

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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Episode 71: The Variables of Variables 8:19

25d ago8:19

8:19

In this episode we discuss the pros and cons of variable rate mortgagesTopel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Oodles of Financial Advice

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Episode 20: Skynet, Star Trek, and a Unicorn 19:23

14d ago19:23

19:23

For his 20th episode, Jeremy discusses some current events, including: A chat with an Artificial Intelligence that went sideways, a Laser experiment that may have opened up travel to distant stars, and a combination of insurance products that no one wanted. Jeremy has thoughts on all of these events, and would love to hear what you think about them…

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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A Discussion on the Secure Act 2.0: Part 1 26:30

17d ago26:30

26:30

In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …

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Oodles of Financial Advice

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Episode 19: Risk, Drill Bits, and Ant-Man 18:44

21d ago18:44

18:44

Jeremy takes us back to his Book, Retire Happily Ever After, and discusses Chapter 2, which discusses risks we face in retirement, and Chapter 3, having the right tool to address the risks we face. He also gives us his thoughts on the new Marvel movie, Ant-Man and the Wasp: Quantumania.Jeremy Udell

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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Cash is Trash or King? Where to Maximize Cash Returns Right Now 21:02

28d ago21:02

21:02

If you have extra cash on the sidelines and don't want to put it to work in the stock market, where are conservative places you can consider? Alicia Vande Ven and Clint Walkner discuss savings account, CDs, treasury bills and bonds, ETFs, and the advantages and drawbacks of each solution. --- Send in a voice message: https://anchor.fm/walkner-condo…

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Oodles of Financial Advice

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Episode 18: Aristocracy, Philanthropy, and Canine Recycling 19:55

29d ago19:55

19:55

What is the Estate Tax and why does it exist? Jeremy explains one of the justifications for why some people will have to pay an extra tax at death. But there are ways to avoid this “DEATH TAX”, one of which is being well used by one very well-known business magnate! Finally, what organizations would you want to endow at your passing? Jeremy will te…

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Oodles of Financial Advice

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Episode 17: Money in the Star Wars Galaxy 33:20

1M ago33:20

33:20

What did they use for Money in the Star Wars universe? How much did things cost? If Luke thought he could almost buy his own ship for 10,000… how close was he? And what kind of ship would that have been. And 10,000 what, exactly? If you are interested in these deep, philosophical questions, this is the Podcast for you! Tune in as Jeremy welcomes on…

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Independent Financial Advice - Words of Wisdom and Guidance

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Tim and Lillian – Planning for the Unexpected 8:45

1M ago8:45

8:45

When Alan Moran first met Tim in February 1999, he needed financial advice. They were introduced by another client and had never visited a Financial Adviser before, but Tim felt it was time to organise his finances and plan for the future. Emma Crossick takes up the storyAlan Moran

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Oodles of Financial Advice

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Episode 16: Spiders, Taxes, and Valentines 21:04

1M ago21:04

21:04

How did the 30 year anniversary of the first Exchange Traded Fund (ETF) remind Jeremy of his greatest fear? Jeremy discusses that, and how ETFs differ from Mutual Funds. Jeremy also describes how taxes can pass through to investors of a Mutual Fund, even when the value of the fund goes down, and some ideas to consider to help mitigate that problem.…

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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Early Market Expectations 22:33

2M ago22:33

22:33

Nate Condon and Clint Walkner discuss the early positive start to the stock market, what it might mean for equities going forward, and how the bear market of 2022 into 2023 is impacting investor's psyche....also a bit more about the words "intimated" and "tangential". --- Send in a voice message: https://anchor.fm/walkner-condon/message…

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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A "Guide to the Markets" Conversation with J.P.Morgan Asset Management 37:29

2M ago37:29

37:29

On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P.Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P.Morgan Guide to the Markets, talks about the data in the guide and ho…

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Independent Financial Advice - Words of Wisdom and Guidance

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Caroline’s Story – Money Management for The Rest of Her Life 6:28

2M ago6:28

6:28

“I would never have been able to do all of this without your help. You’ve been so good to me over the years.” That’s what one of Alan Moran's clients, Caroline said to me recently. Her words moved him, especially as she’s been a client for over 30 years. Emma Crossick take up the story on how Alan helped Caroline.…

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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Episode 70: Secure Act 2.0 8:05

2M ago8:05

8:05

In this episode we discuss some of the provisions of the Secure Act 2.0Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Independent Financial Advice - Words of Wisdom and Guidance

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Martin's Story 4:11

2M ago4:11

4:11

This is the story of friendship and financial advice. Martin was one of Alan Moran's first clients when he first became an independent financial advisor and became a very good friend. Emma Crossick takes up the story.Alan Moran

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Oodles of Financial Advice

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Episode 15: Mastercard, First House, and Cold Weather 15:31

2M ago15:31

15:31

Today Jeremy talks about the times he’s been asked when to sell a good investment, and what he’s done in those situations. He follows that up by telling us a story about a time when he made a regrettable decision about when to sell a bad investment choice. And finally, Jeremy talks about how some recent experiences with cold weather remind him why …

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Oodles of Financial Advice

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Episode 14: Distributions, Exceptions, and Switcheroos. 24:20

2M ago24:20

24:20

SECURE ACT 2.0 was signed into law at the end 2022. How will the new rules affect your retirement plan? What provisions should you be aware of? Jeremy has some of those answers for you in this episode.Jeremy Udell

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Independent Financial Advice - Words of Wisdom and Guidance

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Margo's Story 4:32

2M ago4:32

4:32

Roll back 20 years to October 2002 and Alan Moran had the privilege to meet Margo, a delightful lady who he is proud to still call my client today. Emma Crossick tells Margo's story.Alan Moran

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Independent Financial Advice - Words of Wisdom and Guidance

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Fred's Story - A Windrush Success Story 3:01

2M ago3:01

3:01

This is an interesting story about Fred, who’d come over from Jamaica on the Windrush when he was a teenager. As you can imagine, he arrived with absolutely nothing and yet he’d manage to build up a significant investment portfolio independently with very little advice. Max Crossick takes up the story…

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Independent Financial Advice - Words of Wisdom and Guidance

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Peter's Story 6:53

2M ago6:53

6:53

Peter is a client very close to Alan Moran's heart and he is delighted to say that he has managed to make a huge difference to Peter’s life. His own story is an emotional one, a real rollercoaster and he’s had many challenges to overcome. Emma Crossick takes up to story.Alan Moran

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Oodles of Financial Advice

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Episode 13: My Book, Pocket Knife, and Jane Austin 19:23

3M ago19:23

19:23

Did you know Jeremy wrote a book? Today, Jeremy talks a little bit about how that came to be, summarizes the analogy he used in the first chapter, then tells us about his affinity for books in general.Jeremy Udell

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Independent Financial Advice - Words of Wisdom and Guidance

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Zoe's Story 5:26

3M ago5:26

5:26

If you’ve ever doubted that you can reach your financial goals and make your dreams come true, this genuine client story about Zoe will give you the boost you’re looking for! Emma Crossick explains more..Alan Moran

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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Episode 69: Start Off The New Year Right 8:18

3M ago8:18

8:18

In this episode we discuss financial strategies for the new yearTopel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Independent Financial Advice - Words of Wisdom and Guidance

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Clients With Similar Stories 5:25

3M ago5:25

5:25

This is the story of Aaron, Frances and Colin all of who have a similar story to tell about Interface Financial Planning. Emma Crossick explains more..Alan Moran

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Oodles of Financial Advice

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Episode 12: David Watson on Planning, Prosperity, and Podcasting 28:02

3M ago28:02

28:02

For the first time on the podcast, Jeremy welcomes a guest! David Watson II joins Jeremy to discuss his journey to becoming a financial planner, the process that lead him to his current role as the Prosperity Planner for Goodwill of Central Florida, and describes the inspiration for his podcast, 1 Life 2 Build.…

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Oodles of Financial Advice

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Episode 11: Term, Perm and a Dress 20:44

3M ago20:44

20:44

When a prospect asked if he sold permanent life insurance, Jeremy was immediately curious what caused such a question. When it turned out this person had been told what a terrible investment permanent life insurance was, Jeremy felt spurred to address this widely held belief head on. Is “Buy Term, Invest the Difference” the right recommendation? Je…

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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Financial Gifting Strategies for Grandparents: Ways to Pass Wealth onto Younger Generations 33:10

3M ago33:10

33:10

The holiday season is upon us, and so is the stress of what to get for the loved ones in our lives. You could purchase the latest toy or technology. But what if you want to step outside of the proverbial gift box and do something for your kids or grandkids that will last longer than the newest version of the iPhone? That’s where this episode of Gim…

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Oodles of Financial Advice

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Episode 10: Family, Transparencies, and a Voice. 21:42

3M ago21:42

21:42

For his 10th episode, Jeremy gives you a little bit of his family history, and the history of his family’s business, from his Grandfather, Aaron “Arky” Udell, who Jeremy called Zaydie (the Yiddish word for Grandpa), to his father Bruce, Jeremy’s role model, and finally, to Jeremy himself.Jeremy Udell

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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Episode 68: Traditional 401(K) Or Roth 401(K) 7:33

4M ago7:33

7:33

In this episode we discuss the choice between the Traditional 401(K) and the Roth 401(K)Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Oodles of Financial Advice

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Episode 9: Spider Plants, Interest Rates, and a Birthday 17:24

4M ago17:24

17:24

Explaining how Fixed Index Annuities work is hard. So what analogy did Jeremy come up with to describe their mechanics? Would you believe he landed on spider plants? Check it out, as well as what index annuities are offering in the way of caps and floors as of November 2022, and Jeremy will also tell you a little bit about his 44th Birthday.…

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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The Next Generation of Financial Advisors: What Happens When Your Advisor Retires? 31:12

4M ago31:12

31:12

How old is your financial advisor? For many, the image that first comes to mind of a financial advisor is an older man. And there’s data to back that up. Around 40% of financial advisors are set to retire in the next 10 years, which will ultimately shake up the advising landscape. In this episode of Gimme Some Truth, we gathered our three youngest …

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Oodles of Financial Advice

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Episode 8: Ghost, Kona, and Oliver 16:00

4M ago16:00

16:00

In honor of his sweet Boston Terrier, Oliver, who recently passed, Jeremy does a little different podcast. He talks about three of the dogs he’s owned, including Ghost, the street rescue bouncy boxer mix, Kona, the sweet black lab x greyhound, and Oliver, Jeremy’s little bear. He uses their example to explain why having an emergency savings account…

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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Investing in Commercial Real Estate, with Real Estate Analyst Jorgio Hopkins 28:49

4M ago28:49

28:49

In this brand-new episode of Gimme Some Truth, we delve into a topic we haven’t covered previously on the podcast – Commercial Real Estate. MLG Capital real estate analyst Jorgio Hopkins – a Madison native and UW-Madison grad – sits down with Walkner Condon's Jonathon Jordan, CFP, CEPA, and Nate Condon to cover the basics of this potential investin…

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Oodles of Financial Advice

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Episode 7: Surprising Answer, Cisco, and Sweet Potatoes 17:36

4M ago17:36

17:36

How many investments should you own if your only goal is to have your investments be worth as much as possible? The answer may surprise you. But Jeremy doesn’t recommend that strategy, and he uses a case study to explain why. Finally, Jeremy talks about his excitement for the upcoming Thanksgiving holiday – reach out to him if you want the recipe h…

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Oodles of Financial Advice

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Episode 6: Toilet Paper, Turn of Fate, and Toastmasters 18:53

5M ago18:53

18:53

Sometimes when you think outside the box, you can find value you never expected. Jeremy discusses times he’s had to look for ideas when what he wanted wasn’t available, and how Life Insurance can be a useful tool in retirement planning, while still being incredibly valuable in the darkest of moments. He also introduces us to the Tall Tales contests…

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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Episode 67: Beneficiary Blunders 9:08

5M ago9:08

9:08

In this episode we discuss the importance of beneficiary designationsTopel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Oodles of Financial Advice

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Episode 5: Grandmother Care, Risk Mitigation, and Memory Preservation 18:57

5M ago18:57

18:57

Jeremy reminisces about his grandmothers, and compares the ways they were each prepared for end of life care. He then discusses the various ways people can plan to pay for their long term care, including nursing home care, assisted living, and home care. Finally, he wants to know how you are preserving your favorite photos. Do you scrapbook? Have y…

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Oodles of Financial Advice

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Episode 4: Crypto, First Class, and Rings 19:47

5M ago19:47

19:47

Some ideas are better in practice than in theory. Others are tried and true. Jeremy has thoughts on several financial concepts, and a brief review of a new streaming show on Amazon Prime.Jeremy Udell

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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Financial Markets Q3 Recap: "Trepidation in the Markets" 51:30

5M ago51:30

51:30

How did the markets fare in the third quarter? What trends are unfolding this year? And what’s on the horizon for the rest of the year? Nate Condon and Clint Walkner unearth the answers to those questions (and more) in this bonus episode of Gimme Some Truth, our Q3 market recap. Armed with data from JPMorgan’s Guide to the Markets, Clint & Nate exp…

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Oodles of Financial Advice

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Episode 3: Semi Trucks, Seat Belts, and the Smokies 19:25

5M ago19:25

19:25

Jeremy Udell

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Independent Financial Advice - Words of Wisdom and Guidance

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Nyasia & Cynthia's Stories 3:42

6M ago3:42

3:42

In this episode Emma Crossick talks about two contrasting stories. Firstly she talks about Nyasia who is flourishing financially by taking the advice of Alan Moran at Interface Financial Planning. On the other hand is Cynthia who while remaining a client seems to go her own way when it comes to advice.…

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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Should We Be Freaking Out Right Now? Comparing Stock Market Conditions Between 2018 & 2022 36:05

6M ago36:05

36:05

Is it 2018 again? Several of the financial factors at play this year are very evocative of four years ago. So much so, in fact, that Walkner Condon financial advisors Mitch DeWitt and Nate Condon thought about just re-posting this 2018 market commentary episode titled, “Should We Be Freaking Out Right Now?” Instead, we thought better of that idea a…

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Oodles of Financial Advice

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Episode 2: Roth, Adams and Poldark. 20:30

6M ago20:30

20:30

Can John Adams advise us on when we should convert to a Roth IRA? No. But Jeremy definitely thinks you should consider Roth IRA's right now. Speaking of John Adams, Jeremy has always enjoyed historical stories, both real and imagined. Find out why he likes Poldark, a show he watched on Amazon Prime.Jeremy Udell

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Independent Financial Advice - Words of Wisdom and Guidance

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Meet Brian & Elena 4:50

6M ago4:50

4:50

In this episode Emma Crossick talks about how we all make mistakes but how they can sometimes lead to success. This is the story of Brian & Elena. Brian signed up to a pension plan which he discovered was a mistake. Alan Moran came to his aid and proceeded to help.Alan Moran

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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Episode 66: Bear Market Territory 8:53

6M ago8:53

8:53

In this episode we discuss the market's recent dip into bear market territoryTopel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Independent Financial Advice - Words of Wisdom and Guidance

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Monica's Story 5:12

6M ago5:12

5:12

In this episode Emma Crossick taalks about how Interface Financial Planning has helped Monica. After her husband left her, she was in need of some friendly and unstanding support with her finances. This is where Alan Moran stepped in to help.Alan Moran

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Gimme Some Truth | Investing & Financial Advice for High-Net-Worth Families & Individuals

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"Budgeting" for High-Net-Worth Families: How to Think about Cash Flow Management 38:19

6M ago38:19

38:19

The words ‘budget’ and ‘budgeting’ often carry negative connotations: “It’s not in the budget” or “let’s sit down and take a look at the budget.” For high-net-worth families and individuals, it might not be the negative connotations as much as a budget seeming unnecessary if you have comfortable salaries and a disposable income cushion. And while w…

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Oodles of Financial Advice

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Episode1: Rollercoasters, Touchdowns and Ohio 13:15

6M ago13:15

13:15

With the crazy market, how are you tolerating the ride? Should you be thinking about going more conservative with your portfolio? And...why does Jeremy use weird analogies?Jeremy Udell

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MoneyTok: Practical Advice and Tips on Money, Investing, Wealth Creation and Financial Independence

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MT28 | How to Invest in Startups When You’re Not Yet a Millionaire | Angel Investing 36:27

6M ago36:27

36:27

Are you fascinated by the world of startups, and really dying to capture some of that unicorn magic for your own portfolio? But that's hard if you’re not a millionaire because no credible founder is going to take a few thousand rupees or a few hundred dollars. So is there a way to directly invest in a startup when you don't have a lot of money? Dis…

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