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NextGen Planners

NextGen Planners

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Planner Girl Chatter

Planner Girl Chatter

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Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
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Measure Twice Planners

Cody Garrett, CFP®

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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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Student Loan Planner

Travis Hornsby

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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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The Pete the Planner® Show

Pete the Planner

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Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter

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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Wedding Planner Pro Files

Laurie Hartwell & Krisy Thomas - CWP Society

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CWP Society is proud to produce the "Wedding Planner Pro Files" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
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Planners and Wine

Megan and Myra

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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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Planners on Purpose Podcast

Naomi Tucker, CMP

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The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Plannerama

School of Urban and Regional Planning Alumni Association

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Listen to urban planners from Toronto Metropolitan University's School of Urban and Regional Planning answer fun questions about themselves, their work, and their memories from SURP.
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From GenZ Digital Dreamers to Millennial Masters and Boomer Bosses, we all have something to learn and teach each other. Smart Meetings editors Eming Piansay and Sara Robertson lead critical conversations to facilitate elevating experiences. From engagement to entrepreneurship and empathy, this series is dedicated to the continuing education of event professionals looking to get a leg up on the latest trends, along with two hospitality writers on the journey themselves. Join Community Experi ...
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The Extra Planner

Mohania Williams

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A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
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PlannersCast!

Iuren Ramiro

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Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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A podfic for the Ace Attorney fic, The Wedding Planner by @famousinthatanonymousway on Ao3. New chapters will (hopefully) be released each week, hehe. ALSO this podcast's bloopers are the episodes with no capital letters- when I have finished with it, they will be deleted.
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Planner Lifestyle Podcast

Jessica McWilliams

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Planner Lifestyle Podcast, where productivity and aesthetics crash into the daily grind, host Jessica McWilliams takes deep dives into planning's impact on our lives and communities. From planner basics to purposeful reflections, you'll be ready to plan.
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So, you want to learn how to become a wedding planner? Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally fulfilled. Whether you’re in the process of planning a wedding for a friend or family member and are terrified you’ll mess it up—or you’re sick of spending countless hours on the internet stitching together a strategy for your next steps—trust me when I say ...
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The Planner Pocket Podcast

The Planner Pocket Podcast

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If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
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Business Planners Podcast

Business Planners Podcast

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The Business Planners with The Prime Enterprise Group are a team of business professionals who assist Entrepreneurs in starting or growing a business through business plan writing, business coaching and educational webinars.
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The Advanced Financial Planner

The Institute of Advanced Financial Planners | David Miller

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The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
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Better Planners Podcast

Oregon Chapter of the American Planning Association

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Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related to ...
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Funeral Planner Podcast

Eliza Giles

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This podcast asks who you are, how you could be remembered after you die, and if all that could be creatively encapsulated in your end of life plans. I would love to reevaluate the stigma of talking about this part of the life cycle and even find joy in thinking about what matters most to each of us. I hope that recording these ideas will be useful someday to each individual and their families. I also hope that sharing how we want to be remembered reminds us each of how we want to live. Sign ...
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Welcome to Aisle Be There For You, the podcast that helps couples with their wedding photography planning with me, William Adwin. I am a New York-based wedding photographer that has photographed several hundred weddings throughout the years. I want to bring all of that experience to you. So take a listen, make sure to follow, and I hope you enjoy!
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In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
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Welcome to the Agile Financial Planner, the podcast where seasoned retirement planner Roger Whitney discusses the latest trends, best practices, and strategies to help you improve your planning and practice management skills. In each episode, Roger explores a wide range of topics, including coaching the non-financial side of retirement (purpose, relationships, health, and mindset) as well as the technical side of things. He also shares real-life case studies, interviews with industry experts ...
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The wedding planning process can be long, but I want to help make sure it is FUN! Join me for my weekly podcast every Wednesday at 12pm PST for wedding planning tips, tricks, and just generally good vibes. Hear from guest wedding professionals for the inside scoop on what to look for when hiring vendors. Learn about budgeting, what steps to take during planning, and so much more! I want to help make your vision come to life. Let’s make a magical day for you to remember! www.theweddingplanner ...
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This episode is packed with answers to listener questions about student loans. From Public Service Loan Forgiveness rules to spousal consolidation loans, we’re covering real-life scenarios that borrowers face every day. Wondering how family size changes affect payments or what to make of new repayment plans? We’ve got you. Tune in for practical adv…
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In this episode of "Two Quants and a Financial Planner," we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.Key topics include:What actually constitutes "international exposure" in…
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How can you kickstart your financial planning career and make an impact early on? In this episode, Associate Financial Advisor Connor Barbella-Roesler shares his journey from discovering his passion for financial planning in college to securing a role at a firm that matched his values. Connor opens up about preparing for and passing the CFP exam on…
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Laura North, a former college lecturer with 16 years of experience, shares her incredible journey of moving from the classroom to becoming a successful financial planner. Discover how she navigated this life-altering transition, leveraging her teaching skills in a whole new way. Laura's story is a beacon of inspiration for anyone contemplating a ca…
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Not all stationery purchases end up winners 😅 Let's look at the ones we regret 👀 📙 We want to hear from you!Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/plannerpalspodcast 📙 Want to find us elsewhere?Jess: https://youtube.com/JashiiCorrinMark: https://www.youtube.com/@markyourpages…
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In this episode, host Belle Osvath, CFP®, interviews Jeannette Kuda, President and COO of Tiffin AG, a fintech company revolutionizing wealth management through supervised AI. Jeannette explains the differences between supervised (predictive) AI and generative AI, emphasizing the former's ability to analyze large datasets to identify growth opportu…
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Discover how to elevate your wedding planning career with the invaluable insights of Aisha Garnett, a Master Certified Wedding Planner and Certified Educator, in this episode of the Wedding Planner Profiles podcast. Unlock the secrets of connecting with seasoned professionals through the CWP Society and learn the art of finding your "wedding planne…
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The shocking murder of UnitedHealthcare’s CEO is a tragic story that highlights deeper issues within the health insurance industry — wealth, greed, inequality, and power dynamics — and raises important questions about the prioritization of profits over patient care. We’re taking a closer look at the broader implications of this event and its ties t…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework ---------…
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Send us a text In this discussion of What One Thing?, JT Long, vice president and content director of Smart Meetings, chatted with David Allison, a human values expert and founder of the Value Graphics Research Company, to explore how planners can leverage insights into human behavior to understand their attendees better and create engaging events.…
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Join Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan. Drawing from multiple conversations with Andy, they explore:Andy's experience at Bridgewater Associates and their fascinating approach to systematic investingThe four pillars of macro analysis that help …
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It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up! In Week 6…it’s all about creating processes for LEADING your b…
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The PSLF buyback program could be the key to reaching forgiveness faster, but there’s a catch. You must use exact language in your reconsideration request, or it won’t count. Without it, your request might be dismissed as just an inquiry — seriously. We break down everything you need to know about PSLF buyback, including the steps to get your appli…
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What does it take to ace high-stakes exams like the Series 65? In this episode, I sit down with Brian Lee, Founder of TestGeek Exam Prep, to explore his journey from high school science teacher to exam prep expert. Brian shares how his unique teaching approach, tailored for visual learners, bridges the gap between textbook publishers and the actual…
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Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover: What is the delivery format? How much time do I need to commit to the program to get the most out of it? Can my team join me for free? (Hint: YES!) What will we cover? How often and when do we meet? …
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Social media is overflowing with flashy trends and hyped-up advice, making it easy to feel like you’re missing out. From “get rich quick” schemes to so-called success shortcuts, the constant FOMO can lead to bad financial habits and second-guessing your decisions. We’re exposing the trends that claim to help but actually hold you back. Discover how…
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Anthony Lombard, CFP® shares his transparent, vulnerable, and inspiring story about how parenting a special needs family with three kids under age 10 has shifted his personal and professional priorities - and how learning about communication methods has changed his financial planning process. Connect with Anthony: https://www.linkedin.com/in/ajlomb…
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This week, Meg and Myra discuss all the happenings in pop culture and planner world rom January to June 2024! V's YT Channel: https://www.youtube.com/@UnderTheDeskNewsV Want to check out the Patreon FOR FREE?! ⁠JOIN HERE ⁠to check out exclusive content and get a taste of the Patreon crew! Check out our NEW MERCH ⁠HERE! ⁠ Check us on TikTok: @Planne…
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"Imagine starting over in a new country, grappling with a new language, and breaking into a competitive industry. This is Cholpan Djanuzakova's reality. Her journey from Kyrgyzstan to becoming a top financial adviser and business owner in the UK is a testament to the incredible things you can achieve when you turn your challenges into stepping ston…
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It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 5…it’s all about creating processes for SCALING your proces…
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Over the past four years, student loans have been at the center of some of the most dramatic changes we’ve ever seen — both good and bad. We’ll explore the Biden administration’s legislative and executive actions, such as making student loan forgiveness tax-free through the American Rescue Plan, the PSLF waiver, and the introduction of the SAVE pla…
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We ask one question at the end of each of our episodes:Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our favorite answers from our guests in 2024. Featuring insights from:Jim Paulsen on understanding your true impact as an investorCliff Asness on the import…
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Hey Friend! Are you an event planner that that is always doing the most, and gets overwhelmed by clutter? If so, I want you to listen to this episode ASAP because it is soo good. If you've struggled with managing physical clutter in your office and home, and also get bogged down by digital clutter too, my guest Caroline Thor has some amazing tips f…
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Foster Hyde is a Senior Financial Advisor at the Welch Group based out of Alabama. He joins the show today to share his career journey, from law school to financial planning. If you're interested in learning how to navigate career pivots, overcome setbacks, and build a successful career in financial planning, this episode is for you! Listen in as F…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework ---------…
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In this episode the gang sit down with financial planner Nicola Crosbie. They chat about; the process of getting into advice, bringing on a business strategist and focusing on what matters. Join our community: www.nextgenplanners.co.uk
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In 2025, three trends are poised to shift healthcare marketing significantly: GenAI, influencer marketing, and the “retailization” of healthcare. In this webinar, healthcare experts Erin Killion and Jenn Dixon from Goodway Group will dive into these trends, what they mean for your healthcare organization, and strategic ways you can capitalize on ea…
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Roth IRAs are a fantastic tool for building tax-free retirement wealth, but they’re not without their pitfalls. Uncover common Roth IRA mistakes, like contributing too much, missing key deadlines, or triggering taxes you didn’t expect — and how to avoid them. Already made a misstep? Don’t worry. We’ll walk you through how to fix these mistakes, fro…
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Let us know what you think! What do you want to hear about? In the latest episode of Smart Start Radio, Eming and Sara chat with sustainability experts in two segments. First up is Leor Rotchild, a speaker, podcaster, sustainable business consultant and the author of the recently published all star-guide to How We Gather Matters: Sustainable Event …
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The Women in Leadership series explores the life and career path of women in health care leadership roles. In this episode, we spotlight Keeli John, Corporate Director of Planning, Design & Construction for Emory Healthcare.Society for Healthcare Strategy & Market Development
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🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners? Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for…
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How far off the mark do you think we are? 😂📙 We want to hear from you!Send us an email at plannerpalspodcast@gmail.comSend us a message at https://instagram.com/plannerpalspodcast📙 Want to find us elsewhere?Jess: https://youtube.com/JashiiCorrinMark: https://www.youtube.com/@markyourpages
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Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining. In this episo…
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If you're counting down your final PSLF payments and feeling like you're losing your mind with all the uncertainty, this episode is for you. We'll tackle what's actually worth worrying about when you're close to forgiveness, explore strategies for navigating the final stretch, dig into the PSLF buyback situation, and cover what you need to know abo…
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In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn't blindly follow billionaires' market moves, the importance of finding an investment strategy you can stick with, and why the market rarely operates at extr…
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Augustus Christensen is the Founder and CEO of Scoops, and he joins the show today to share how he got into wealth management. If you're interested in the journey from finance to entrepreneurship, learning how to leverage early career experiences, or exploring ways to make financial literacy more accessible, this episode is for you! Listen in as Au…
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Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life. Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Frame…
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This week, Meg and Myra discuss Thanksgiving holiday, Plum Paper Black Friday sale, the Bluesky migration, real allyship, the down fall of Yung Money, Beyonce' Christmas halftime show, and ALLL the Black Friday deals!! Plum Paper sale! get an extra 10% off when you use our link: ⁠https://www.plumpaper.com/exclusive/plannersandwine⁠ Want to check ou…
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But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS We are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year. If you’re anything…
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Stuck in holiday traffic? Make the most of your travel time with our curated collection of student loan resources perfect for your commute. We'll explore the latest Pay As You Earn (PAYE) rumors, tackle tricky PSLF payment count challenges, and share a simple yet effective tool to estimate your IDR forgiveness progress while we wait for the Departm…
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In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness.Key discussions:W…
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Chris Grellas is the co-founder of ProsperPlan Wealth, and he joins the show today to share his wild college journey that brought him into the financial planning profession. If you're interested in hearing how to navigate career pivots, balance personal challenges with professional goals, or explore transitioning from large firms to small RIAs, thi…
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