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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
 
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 ...
 
This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
Welcome to Ford Financial Group's Financial Insights Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in w ...
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
Welcome to Celebrity Financial Advisors Marketing Minutes with Meaghan Howes. It's my goal to educate, empower, and equip financial advisors to become their own in house marketing ninjas! From learning how to Fill Seminars with Facebook ads to creating your own in-house green-screen studio on a budget, I will help you celebrity brand yourself in your local market so you can out rank your competitors! You have a voice...it's time that voice is heard!
 
Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
 
McBeath Financial Focus is a monthly feature series, presented by Krista McBeath of McBeath Financial Group, a financial services company located in Bloomington Normal, IL. the Focus series highlights prominent local specialists focusing on a specific topic where financial services/retirement planning intersects with their field of expertise. We’ve chosen guests that are respected community members in their field that can offer solid advice, as well as entertain! Krista McBeath is the founde ...
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
A weekly podcast that discusses Benefits and Pension, Financial Planning, Human Resource Management, and HRIS and Payroll. Based in London, On, Selectpath takes a customized approach to help every client define their goals and overcome their roadblocks. We have been in business for over 20 years and have the expert team of advisors, specialized knowledge, and industry relationships to get you to your destination.
 
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show series
 
A conversation with Rob Sechan, Managing Partner and Co-Founder, NewEdge Wealth Everything starts with a vision. In the early stages, it might be an idea that forms as a result of an experience, and over time it becomes more tangible. An image that is molded, nurtured and translated until it becomes something real. It’s how many of the greatest bus…
 
Are you a physician who’s trying to decide how much house to buy? Buying a home is a big deal, so Ben and Nate pose important questions to ask yourself when looking to purchase a home. Questions range from the practical, such as calculating your earnings and expenses, to the intuitive, digging deep within yourself and identifying the reason behind …
 
Annuities serve to protect your income stream during your lifetime. Like life insurance, there are other potential uses and purposes. Tune in as John Kuykendall discusses this and more on this week’s edition of Financial Focus.John Kuykendall
 
In the latest podcast update: · Powell indicates tapering could finish by mid-2022 · Could the Evergrande crisis lead to a global contagion? · What impact could a U.S. government shutdown have on markets? IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice …
 
Another eclectic mix of financial nuggets including Coach Pete D’Arruda turning paychecks into paychecks. Paul Roberts and Kevin Frisbie have some interesting insight to cryptocurrency. Mike Levy says today’s life insurance could even work for single people. Brian Quaranta gets into new rules for inherited IRA’s. Dave Perkins takes us back to 1997 …
 
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions from dentists about their cash flow, debt, and investment concerns. Income is finally growing—what comes next? Pay down debt or add to assets? Where do collectibles fit into a portfolio? Should you put more than the minimum down when buying a home? Got a money q…
 
Creator, entrepreneur, founder, leader, visionary — any of these words would accurately describe Suzy Batiz, best known for inventing Poo~Pourri, the transformative toilet spritzer that has now sold 80 million bottles. After experiencing some serious low points in life — bankruptcies, depression, abuse — she is now one of Forbes’ Richest Self-Made …
 
Matthew Jarvis is the owner of Jarvis Financial, an RIA based out of Seattle that manages $240-million for 170 households. Matthew is incredibly focused on increasing the efficiency and profitability of his firm by systematizing his business processes, thereby delivering even more value to clients. Listen in as Matthew shares the secret behind more…
 
We all have those milestones in life that we enjoy reflecting on or looking forward to. Graduations, weddings, and births of children are a few that stick out. Video recap: https://youtu.be/llO9d9DIKs4 However, there are financial milestones that are also important to remember. While maybe not as memorable, they can be just as valuable. The most im…
 
An eclectic mix of financial talk on this week's pizza. Coach Pete D’Arruda has inflation on his mind. Paul Roberts and Eric Kearney both talking about cryptocurrency and is it right for your portfolio. Joe Murphy has some do’s when it comes to retirement planning. Richard Pellitier says don’t forget about the RMD’s. Dave Perkins takes us on a trip…
 
In the latest podcast update: · Could the continued rise in wages impact the Fed’s tapering timeline? · How are staffing shortages and supply-chain disruptions affecting U.S. businesses? · What’s behind the drop in China home sales? IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change…
 
A conversation with one of wealth management’s most influential thought leaders and the editor and publisher of Inside Information There are few in the financial services media that have the name recognition and clout of Bob Veres. And even less who are as smart—or as outspoken. Because for over four decades, Bob has been at the helm of journalism …
 
It’s no secret that most people avoid estate planning - it’s an uncomfortable topic to discuss! At some level, we’re talking about death planning. But our discussion today is about revocable LIVING trusts - an important estate planning document that can preserve your hard-earned assets and help your loved ones avoid probate, which can be a confusin…
 
Formerly the UW Tax-Sheltered Annuity (TSA) 403(b) Program, the UW 403(b) Supplemental Retirement Program (SRP) has recently undergone a name change along with several other changes. With more than 24,000 faculty and staff, UW-Madison is easily one of the largest employers in Dane County – the largest non-government employer in Dane County is UW He…
 
Dave Ramsey, the well-known author and personal finance guru, wants people to get out of debt as fast as possible. Is that the right message for a dentist like you? On this episode of the Dentist Money™ Show, Ryan and Matt go through each of Dave Ramsey’s 7 Baby Steps. They compare his advice against Dentist Advisors’ more dentist-specific guidance…
 
Productivity is the result of everything Patty Kreamer does. Whether your desk is a mess or your head is swirling with jumbled ideas, Patty has the skills as a Certified Professional Organizer® and owner of Productivity Uncorked, LLC to get you straightened out. She is also the author of the Amazon Best-Seller A Woman’s Way: Empowering Female Finan…
 
Jessica Hovis Smith is the President of Longview Financial Advisors, an RIA based out of Alabama that oversees $194 million for 199 clients. Jessica oversaw a succession plan that brought two lifestyle practices into one employee-owned, multi-generational firm, navigating multiple transitions along the way to eventually arrive at a valuation that w…
 
This week, Brian talks about the danger of being a reactionary investor when markets get turbulent, as they did last week. Ford Financial Group on Facebook Ford Financial Group on YouTube Questions? Find us at FordFG.com Email us at info@fordfg.com Music: Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licens…
 
Every step in your financial progress takes careful planning. Having your family protected and benefited, and your wishes executed are a step beyond the planning that most do and can have additional complications and requirements. Tune in to this show as John Kuykendall pays tribute to 9-11 while helping you create a financial legacy.…
 
In the latest podcast update: · Nearly 11 million U.S. jobs available, new report shows · ECB announces slowdown in monthly bond purchases · Is the global economic recovery still on track? IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon marke…
 
This week's pizza features slices from Coach Pete D’Arruda talking about retirement myths. Eric Kearney asks how much is too much risk in your retirement plan. Kevin Frisbie says some annuities can be beneficial in retirement. Marc Geels puts the old 4% rule to rest. Steve Sedahl shares his 9/11 story. Call 800-662-6808. Text PIZZA to 600700. Visit…
 
A conversation with Terry Cook of Parcion Private Wealth, Lori Siegel of Centrix Wealth Partners and Michael Henley of Brandywine Oak Private Wealth Podcast link available below… After more than 130 episodes of the show, one of the most common responses we’ve received from listeners is that they want to learn more—particularly when it comes to inte…
 
What has been your favorite episode? Find out if it was one of our top downloaded podcasts. In our first 299 shows, we’ve covered investing, debt, spending, taxes, and more. On this episode, Ryan and Matt look back at listener favorites and discuss why the topics of those top five shows still resonate with dentists.…
 
Public speaking is one of the most common fears, and Mary Cheyne knows all about getting on stage in front of massive audiences, even when you’re terrified. She may have started out as a socially awkward computer programmer, but she is now the first runner-up for World Champion of Public Speaking. No longer a programmer, she dedicates herself to he…
 
John Kennedy is a founding partner of CandorPath Financial, a hybrid RIA based out of Orlando that manages $110 million for 162 families. John and his partner implemented Gino Wickman’s Entrepreneurial Operating System (EOS) as a framework to rapidly scale their practice in a very deliberate and intentional way. Listen in as we delve into how John …
 
With Grandparents day around the corner, we're breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of sharing the fruits of their labor with their families. However, sharing your wealth effectively takes careful planning. YouTube recap here: https://youtu.be/eGYLeS_8hNw Listen to this episode to hear …
 
Ever heard of the phrase "Time is Money!"? It means don’t waste time. However, being patient has a lot to do with money than we realize. In this episode, Nick True of Mapped Out Money says that our happiness, success, and our thought-processes revolve around our ability to be patient. When you throw money into the mix, things become more complicate…
 
In the latest podcast update: · August job gains miss the mark in U.S. · Unpacking recent economic data releases from Europe and China · Latest developments on the proposed U.S. spending bill IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon ma…
 
This week Coach Pete D’Arruda explains what a front end load means. Marc Geels breaks down how segmented your retirement dollars can get you where you want to be in retirement. Eric Kearney talks about sequence of returns. Dave Perkins takes us back to 1962 and Steve Sedahl has a new Brokers Behaving Badly. Call 800-662-6808 Text PIZZA to 600700. V…
 
Join Sophie Antal Gilbert, Head of Portfolio and Business Consulting at Russell Investments, and Frank Pape, Senior Director of Portfolio Consulting at Russell Investments as they talk about tax rates in the news and the latest ways your clients may benefit from tax-managed investing amid tax rate uncertainty. DISCLOSURES: Interviews were recorded …
 
At Bayntree, a lot of the small business owners and solo employers we work with start asking us one question as we get closer to the end of the year: what can I do to help save for retirement? There’s no right answer for everyone–in fact, it’s a bit of a mixed bag. There’s a lot of options, and you’ll need to talk to your advisor or CPA to come up …
 
People love stories. Stories are engaging and relatable. Is there a story you could tell about your practice that would connect with potential patients? On this episode of the Dentist Money™ Show, Ryan welcomes Joshua Scott whose agency, Studio 8E8, helps practices stand out using story-first marketing. Hear how to add energy to your marketing effo…
 
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