Planner відкриті
[search 0]
більше
Download the App!
show episodes
 
Artwork

1
Measure Twice Planners

Cody Garrett, CFP®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
  continue reading
 
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.
  continue reading
 
Artwork

1
New Planner Podcast

Caleb Brown

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щотижня
 
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 ...
  continue reading
 
Artwork

1
PlannerPod

The Planner Magazine

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щодня+
 
​Introducing "The Planner Podcast," the official audio companion to The Planner magazine, the Royal Town Planning Institute's premier publication. Each episode delves into the latest developments in town and country planning, featuring in-depth discussions, expert interviews, and insightful case studies. Whether you're a seasoned professional or simply passionate about the future of our communities, "The Planner Podcast" keeps you informed and engaged with the evolving landscape of planning ...
  continue reading
 
Artwork

1
NextGen Planners

NextGen Planners

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця+
 
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.
  continue reading
 
Artwork

1
Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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 ...
  continue reading
 
Artwork

1
Student Loan Planner

Travis Hornsby

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щотижня+
 
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.
  continue reading
 
Artwork
 
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.
  continue reading
 
Artwork
 
Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Me ...
  continue reading
 
Artwork

1
Wedding Planner Pro Files: Industry Expert Insights

Laurie Hartwell & Krisy Thomas - CWP Society

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця+
 
CWP Society is proud to produce the "Wedding Planner Pro Files: Industry Expert Insights" 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
  continue reading
 
Artwork

1
Planners and Wine

Megan and Myra

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця+
 
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 ...
  continue reading
 
Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead ...
  continue reading
 
Artwork

1
Plannerama

School of Urban and Regional Planning Alumni Association

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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.
  continue reading
 
Artwork

1
2 Guys 0 Planners

Yvgenii Reed, Urban Hafner

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
2 Guys. 0 Plans. Urban and Yvgenii get together and discuss life, the universe, and everything in between. Sometimes it's about pens, but you never really know what you are going to get. Parents be warned, Yvgenii quit censoring things a while back so there may be a bad word or two that sneaks through.
  continue reading
 
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 ...
  continue reading
 
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 ...
  continue reading
 
Artwork

1
The Extra Planner

Mohania Williams

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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
  continue reading
 
Artwork

1
PlannersCast!

Iuren Ramiro

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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 ...
  continue reading
 
Artwork

1
The Property Trio (formerly The Property Planner, Buyer and Professor)

Cate Bakos, David Johnston and Mike Mortlock

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щотижня
 
Formerly The Property Planner, Buyer and Professor, our show rebranded in 2023 to The Property Trio. Residential property is the only asset class we live in, it is where we raise our families, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are ...
  continue reading
 
Artwork

1
The Planner Podcast

Mim Jenkinson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
Welcome to The Planner Podcast! This is the go-to place for you to learn about creating plans for progress and consistent success in your life and business! https://mimjenkinson.com
  continue reading
 
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.
  continue reading
 
Artwork

1
Planner Lifestyle Podcast

Jessica McWilliams

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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.
  continue reading
 
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 ...
  continue reading
 
Artwork

1
The Planner Pocket Podcast

The Planner Pocket Podcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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!
  continue reading
 
Artwork

1
Planner Girl Chatter

Planner Girl Chatter

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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.
  continue reading
 
Artwork

1
The Risky Planner™

Albert & Nate w/Dokainish & Company

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
Capital projects waste billions annually on predictable delays, but there's a proven way to deliver ahead of schedule and under budget. Join Albert Brier, Director, Project Controls and Nate Habermeyer, Director, Marketing at Dokainish & Company, as they discuss how current events and trends are reshaping project controls and mega-projects across industries. This podcast is designed for project managers, project controls professionals, IT leaders, and executives. Our listeners grapple with h ...
  continue reading
 
Artwork

1
Business Planners Podcast

Business Planners Podcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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.
  continue reading
 
Artwork

1
The Advanced Financial Planner

The Institute of Advanced Financial Planners | David Miller

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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.
  continue reading
 
Artwork

1
Funeral Planner Podcast

Eliza Giles

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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 ...
  continue reading
 
Artwork

1
Better Planners Podcast

Oregon Chapter of the American Planning Association

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Щомісяця
 
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 ...
  continue reading
 
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 ...
  continue reading
 
Loading …
show series
 
This week’s episode begins with a heartfelt listener question that cuts to the core of a topic we all tend to avoid—death, and the financial planning that surrounds it. Pete, Kristen, and Damian explore whether prepaying for funeral arrangements is a sound financial decision—or an expensive emotional shortcut.With compassion and clarity, the team b…
  continue reading
 
Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this ep…
  continue reading
 
Albert Brier returns from the AACE conference in Anaheim with insights from 13 industry professionals on the future of capital projects. From the dominance of Excel to the rise of AI-enabled scheduling tools, this episode explores how project controls professionals are navigating digital transformation while facing unprecedented uncertainty. Hear f…
  continue reading
 
In this episode of the Smarter Planner podcast, host Belle Osvath sits down with Paul Sippil, CPA, and founder of Paul Sippel & Associates, to explore the often-overlooked world of 401(k) plan fees, transparency, and fiduciary responsibility. As a self-described “forensic retirement consultant,” Paul has reviewed thousands of Form 5500 filings, unc…
  continue reading
 
If you’ve been riding the SAVE Plan forbearance wave, a big shift is headed your way. The Department of Education announced that the SAVE forbearance will officially end on August 1, 2025. That means interest starts ticking again, and borrowers will be pushed to switch repayment plans. Most will be steered toward the old Income-Based Repayment (IBR…
  continue reading
 
From Admin to Self-Employed Financial Planner with £10M AUM by 26! In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence Bearman, a 26-year-old Chartered Financial Planner at Westminster Wealth Management who's gone from admin assistant to managing £10 million in assets, all within his first year of self-employmen…
  continue reading
 
In this episode, Matt Zeigler and Dave Nadig revisit one of the most popular interviews on Excess Returns—our deep-dive conversation with Neil Howe, co-author of The Fourth Turning. But instead of leaning into the usual doom-and-gloom narrative, they unpack the misunderstood lessons at the heart of Howe’s generational theory. From inflation and lea…
  continue reading
 
Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM 🎙️ In today’s deep dive, Cate, Dave, and Mike tackle one of the most hotly debated and widely misunderstood concepts in Australian property investing: negative gearing. 💡 What …
  continue reading
 
I'm thrilled to welcome Clayton Quamme to today's episode of Military to Financial Planner! Clayton shares his fascinating career journey, starting with an unexpected gift—a personal finance book from his mom—back when he was 16. It sparked his lifelong passion for personal finance and wealth-building. From his time in Army ROTC to an influential m…
  continue reading
 
We don't have a problem 👀 We can step whenever we want 😂 📙 We want to hear from you! Send us an email at [email protected] Send us a message at https://instagram.com/plannerpalspodcast 📙 Want to find us elsewhere? Jess: https://youtube.com/JashiiCorrin Mark: https://www.youtube.com/@markyourpages…
  continue reading
 
Master Certified Wedding Planner, Certified Wedding Planner, and Certified Educator Emma Cockerham teams up with CWP Society COO, Krisy Thomas, to transform how you approach religious ceremonies. This eye‑opening conversation with Emma, reveals why wedding planners must move beyond the dangerous habit of generalizing religious traditions. When plan…
  continue reading
 
🎙️ 5 Critical Things to Know Before You Take Social Security Deciding when and how to take Social Security isn’t just about picking a date—it can have lasting financial consequences. In this episode, we break down five essential factors to consider before making your choice, including: ✅ Key age milestones that impact your benefits ✅ The role of li…
  continue reading
 
In today’s data-driven healthcare landscape, integrating diverse data sources into dynamic dashboards is transforming how organizations identify market opportunities and optimize provider deployment. Join us as we explore a compelling case study from Washington University School of Medicine, showcasing how Power BI dashboards are used to drive stra…
  continue reading
 
Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you’ve ever wondered whether it’s the right fit for your stage of business—or how it can actua…
  continue reading
 
Let us know what you think! What do you want to hear about? Grab your favorite brew and settle in—this episode of Smart Start Radio dives into the unsung power of your event's coffee craft and the importance of customization. Smart Meetings' Digital Content Manager, Malik Anderson, joins Host Eming Piansay to unpack why steaming mugs play a bigger …
  continue reading
 
In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready. 🎯 Ryan shares how he carved out a unique niche working with nuclear power plant employees — and why going deep instead of wide helped him streamline his messaging, attract the right clients, and co…
  continue reading
 
Sadie Nicholls joins James again, this time to talk about international workers. Specifically Sadie considers which country tax is payable, how the social security rules don't always follow tax rules and what employers need to think about if your staff are working abroad. #WorkingOverseas #TaxRules #InternationalWorkers #WorkingAbroad #LB1858 #podc…
  continue reading
 
Congress just dropped the “One Big Beautiful Bill” (yes, that’s really what they’re calling it), and it could reshape everything from your paycheck to your student loans. In this fast-moving episode, Pete, Kristen, and Damian unpack what OBBB actually is—and more importantly, how it affects you.Segment 1 sets the stage: from expiring 2017 tax cuts …
  continue reading
 
John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you! Listen in as John sh…
  continue reading
 
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In today’s episode: Ever wish your schedule had a built-in safety net? 🛑✨ In this episode, Libby shares a powerful but simple addition to your Model…
  continue reading
 
📰 Social Security Cuts? What You Need to Know Now The Social Security Trustees have issued a stark update: by 2035, the system may only be able to pay out 81% of promised benefits. In this episode, we unpack what’s happening, what it could mean for your retirement income, and how these changes might affect people at different income levels. Ken and…
  continue reading
 
Send us a text From classical violin gigs in Des Moines to scaling a multimillion-dollar event production empire, Natasha Miller's career journey is anything but ordinary. In this episode, the founder and CEO of Entire Productions joins Smart Meetings Vice President and Content Director JT Long to talk about her path from musician to entrepreneur, …
  continue reading
 
From Critical Illness to £60M Practice: Russell Cook’s Story of Resilience, Mindset and Career Growth at Foster Denovo In this special partnership episode of the Financial Planner Life podcast with Foster Denovo, we speak with Russell Cook — a senior partner, self-employed financial planner, and two-time survivor of life-threatening illness. Russel…
  continue reading
 
Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience instreamlining operations, implementing service models, and scaling efficiently—all whilemain…
  continue reading
 
Some parts of the One Big Beautiful Bill Act are pretty rough for borrowers, but believe it or not, it could’ve been way worse — you can thank the Senate parliamentarian for blocking the worst of it. We’ll walk you through what’s changing, what’s staying the same, and what you need to start planning for now. This is your clear, practical guide to u…
  continue reading
 
Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM 🎙️ In this episode, Dave is host, exploring two hot regional markets following listener questions from Daniel and Liam. Daniel asked for a deep dive into Geelong after enjoying…
  continue reading
 
In this episode, we highlight the biggest lessons from our Excess Returns interview with renowned strategist Richard Bernstein. We explore the paradox of today’s markets: why they feel easy, and what hard truths may be hiding beneath the surface. From the risks of narrow market leadership to the role of structural flows and investor complacency, Ri…
  continue reading
 
Retirement Planners of America's Senior Retirement Planner Ken Moraif reviews the economy and market events for July 4, 2025. Learn more or sign up for RPOA's weekly Market Alerts at https://RetirementPlannersofAmerica.com​. Economic indicators and stock market performance cannot be predicted. Opinions expressed regarding the economy and the stock …
  continue reading
 
Shai Gothreau is the owner and a financial planner at Infinity Financial Services, and she joins the show today to talk about how she was led to financial planning from the desire to help her peers make better financial decisions. If you're interested in pivoting from a corporate career, building a financial planning firm while working full-time, o…
  continue reading
 
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In This Episode: Feeling constantly behind and like you're always reacting instead of leading? In this episode, you’ll learn four powerful strategie…
  continue reading
 
This week, Meg and Myra discuss Life updates, Love Island USA, Big Brother is coming, end of Diddy trail, embarrassing husbands on TikTok, July start planners and current planner community feelings. Shop Plum Paper HERE! Use code WINE10 for 10% off your total! Want to check out the Patreon FOR FREE?! ⁠JOIN HERE ⁠to check out exclusive content and g…
  continue reading
 
Let us know what you think! What do you want to hear about? In this episode of Smart Start Radio, hosts Sara Robertson and Eming Piansay sit down with two trailblazers transforming the beverage experience at events: Carl Radke, entrepreneur and co-founder of Loverboy and Soft Bar & Café, and David Stevens, co-founder of Olympian Meeting and six-tim…
  continue reading
 
In this episode of the Financial Planner Life podcast, host Sam Oakes reconnects with Emmanuel Asuquo, a leading financial planner, TV personality, and social media educator. Emmanuel was Sam’s second-ever guest when the podcast launched, making this a special full-circle conversation. They dive deep into Emmanuel’s journey from growing up on a cou…
  continue reading
 
Welcome to a special bonus episode of the Military to Financial Planner Podcast! I’m Daniel Kopp, and today I’m joined by my SkillBridge intern, Russ Meyer, for the inaugural session of our PME Book Club. We’re diving deep into "Advice That Sticks: How to Give Financial Advice That People Will Follow" by Dr. Moira Somers—one of my hands-down favori…
  continue reading
 
In our latest Women in Leadership episode, Danielle Gathje reflects on her remarkable career and the lessons she's learned along the way. From navigating gender bias to advocating for herself and others, Danielle's story is an inspiring reminder that resilience, positivity, and strong support systems are crucial for success in healthcare.…
  continue reading
 
Running a successful advisory firm isn’t just about giving great advice—it’s about building a business that runs smoothly, scales sustainably, and delivers an outstanding client experience. In this episode, Libby dives deep into the six core and two bonus processes every advisor should have in place to create a streamlined, self-running, and scalab…
  continue reading
 
“Senate parliamentarian” isn’t exactly a household name, but her latest ruling is huge news for anyone with student debt. Learn what her surprise decision means for the Big Beautiful Bill Act and how it could shape repayment plans and forgiveness programs. You’ll find the specifics of what this means if you’re a Parent PLUS borrower, in dental and …
  continue reading
 
Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM 🎙️ In today’s episode, Mike explores a meaty question that’s been making waves across dinner tables and developer boardrooms alike: Is the Australian property cycle still a thi…
  continue reading
 
Some of the most insightful investment conversations start with a single question: “What do you believe that most of your peers disagree with?” In this episode of Excess Returns, Jack Forehand and Matt Zeigler dive into 11 controversial investing takes—from QE and technical analysis to macro obsession and fee structures. You’ll hear nuanced perspec…
  continue reading
 
In the first Business Leaders discussion James is joined by EDP Editor Richard Porritt to talk about the current state of the local economy, challenges in running one of the largest regional newspapers in the country and Richard’s personal journey as a journalist #Business #Podcast #MeetTheEditor #Finance #Norfolk #LB1858…
  continue reading
 
Learn from private health insurance expert, Mitchell Underwood! Website: TheHealthAdvocate.co This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.Cody Garrett, CFP®
  continue reading
 
When the market is a rollercoaster and headlines won’t stop screaming, even the savviest investors can start second-guessing everything. In this episode, Pete, Damian, and Kristen unpack what confidence in investing actually means—and how to build it, rebuild it, and protect it when doubt creeps in.Segment 1 kicks off by normalizing the fear that e…
  continue reading
 
Joseph Faucette is a financial planning student at Liberty University, and he joins the show today to share what inspired him to enter the field. If you're interested in pursuing a career in financial planning, getting involved in student-led initiatives, or understanding what today’s aspiring planners are looking for in employers, this episode is …
  continue reading
 
In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimi…
  continue reading
 
Send us a text In this inspiring episode of What One Thing, Smart Women in Meetings award winner Shameka Jennings, chief events officer at Events Noire, shares how betting on herself—and doing it scared—became the foundation for a thriving career in impact-driven event strategy. Host JT Long sits down with Jennings to explore her journey from colle…
  continue reading
 
In this episode of the financial planner life podcast, Sam Oakes sits down with Katie, a former Army officer who transitioned into a successful financial planning career with the St. James’s Place Academy. Katie’s story is one of resilience, adaptability, and building a business that fits around life’s big moments, including becoming a mum mid-way …
  continue reading
 
I was thrilled to have my longtime friend and colleague Kate Horrell join me on the podcast. We’ve known each other for years—through mastermind groups and the broader military financial community—and I’ve always admired the work she does to support military families through education and advocacy. In this episode, Kate shares her incredible journe…
  continue reading
 
Our stationery stash is...large 😅 so how do we store everything? 🤔 📙 We want to hear from you! Send us an email at [email protected] Send us a message at https://instagram.com/plannerpalspodcast 📙 Want to find us elsewhere? Jess: https://youtube.com/JashiiCorrin Mark: https://www.youtube.com/@markyourpages…
  continue reading
 
We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for th…
  continue reading
 
If you're married, there’s a lot to consider in the latest student loan reform proposals. Discover what the changes being debated in Congress could mean for married borrowers, including the potential loss of “married filing separately” as a repayment strategy and how the new Repayment Assistance Plan (RAP) might affect your monthly payments. If you…
  continue reading
 
Loading …

Короткий довідник

Слухайте це шоу, досліджуючи
Відтворити