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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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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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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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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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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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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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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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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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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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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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Smart Start Radio: Bright Ideas from the Meeting Planner’s Toolbox is the latest podcast from Smart Meetings that tackles various issues within the meetings industry from engagement to entrepreneurship and empathy and more! This series is dedicated to the continuing education of event professionals looking to get a leg up in the latest trends within the industry from two hospitality writers who are learning themselves. Join Community Experience Editor Sara Robertson and Multimedia Editor Emi ...
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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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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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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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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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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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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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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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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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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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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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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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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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Send us a text 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 proper…
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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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In this episode, host Belle Osvath, CFP®, interviews Steven Zeiger, Managing Director at KB Financial, about the complexities of life insurance in the "fiduciary era." Steven discusses the importance of transparent and unbiased evaluation in life insurance, noting the need for more standardization and the potential for misleading information in tra…
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I’m excited to welcome Stacy Miller on the podcast today. She is the founder of Bayview Financial Planning, a flat-fee RIA focused on serving women, widows, and military and veteran families. Stacy is a military spouse to a retired U.S. Army officer. Married for over 30-years to her husband, Jody, who served 28-years in the military, Stacy has expe…
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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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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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The last few weeks have been a lot — election chaos, tensions running high, and now Thanksgiving is knocking on the door. If the thought of sitting at the table with family members who have very different opinions makes you cringe, you’re not alone. We've brainstormed tons of fun and unconventional methods to sidestep political tension, avoid unnec…
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Send us a text Are you integrating cryotherapy and IV drips in your events? On this episode of What One Thing? Smart Meetings' JT Long, vice president and content director, sat down with Sean Hoess, the co-founder of Eudemonia and Wanderlust Festival and Kelly Cavers, chief sales officer for The Palm Beaches, to explore what makes wellness events n…
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Picking a new planner can be hard! What are the essential features you look for in a new notebook or planner? 🤔📙 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/@markyo…
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It’s Week 3 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 3…it’s all about creating processes for ATTRACTING your ide…
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It’s an unlikely scenario, but the possibility of President Trump abolishing the Department of Education in his second term is a hot topic that’s sparked questions and concerns among student loan borrowers. We’ll explore what that might mean, unpack the fears and anxieties expressed by our listeners, and provide context around the policy implicatio…
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Send us a text Financial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of financial coaching and content creation! Discover the evolution from static "how-to" guides to vibrant discussions on economic trends and financial news, as Peter sheds light on …
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In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we've heard on Excess Returns in 2024. From Aswath Damodaran's spicy thoughts on the Berkshire annual meeting (spoiler: he's not a fan) to Cem Karsan's mind-bending perspective on options being the "dog" rather than the "tail," we're …
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Have you ever wondered how to turn a career shift into a successful business? In this episode, Kristin Harad, a Business & Marketing Coach for RIA Leaders and Independent Financial Advisors, shares her journey from corporate America to becoming a Certified Financial Planner with her own firm—while balancing life as a new mom. Kristin dives into how…
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Ready to turn up the heat on your finances before 2024 comes to a close? We’ve packed this episode with 15 savvy, high-impact financial moves to help you finish the year on top. From maxing out retirement contributions and exploring tax loss harvesting to utilizing backdoor Roth strategies and refinancing high-interest debt, we’re covering it all. …
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In this episode of That NextGen Planners Podcast we have a great chat with Christian Mather. Here we go into detail about what it takes to set up on your own, the struggles of getting clients initially and building a life that works for you. Join our community: www.nextgenplanners.co.uk
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This week, Meg and Myra discuss Patreon changes, the election results, Meg Thee Stallion doc, advent boxes, Beyonce Grammy nominations, and love to Big Sister General. 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: @Planner…
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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: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework ---------…
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It’s Week 2 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. In Week 2…it’s all about creating some of my favorite processes. This week we’ll talk about: Building out your …
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With Trump’s unexpected victory in the popular vote and key swing states, and a likely Republican majority in Congress, significant changes to student loan policies may be on the horizon. We’ll look at possible shifts in Public Service Loan Forgiveness (PSLF) that could make it harder to qualify, and the potential elimination of the Saving on a Val…
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Send us a text In this episode of Financial Planner Life, Chris Ball, CEO of Hoxton Wealth, interviews David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL). With over two decades of experience in financial services and leadership roles, David shares his insights on career development, building resilient teams, and s…
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In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests.We cover:"All Duration Investing" - Cullen's framework for matching investments to specific time horizonsThe Fed as Chuck Norris - Why the threat of Fed action can be more powerful than the action itselfQE vs Fiscal Stim…
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Today’s media landscape presents a challenge for health care marketers. The expanding multiscreen landscape has dramatically altered the TV audience experience. For advertisers, this creates troubling impression fragmentation, preventing most campaigns from gathering a critical mass of viewer attention. But there are solutions. We can rein in fragm…
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What motivates someone to change their career path after a life-altering event? In this episode, Kaitlyn Laney, Lead Financial Advisor at Trek Wealth Solutions, shares her journey from studying civil engineering to transitioning into financial planning after a personal family tragedy. Kaitlyn talks about her early career, including internships with…
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Could your tax filing status save you thousands on student loan payments? You're about to find out. We’re discussing how choosing to file jointly or separately can impact your student loan repayment strategy. You’ll hear about real-world scenarios, from high-income couples evaluating their tax implications to the strategic benefits of filing separa…
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This week, we sort of rushed through a recording so I (Yvgenii) could go be democratic. Before that though, we talked about certain pen drama of old, inks that look like drinks, and the loss of one of my favorite papers. Oh, Urban is also MacGyver. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the co…
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Let us know what you think! What do you want to hear about? In this episode of Smart Start Radio, Smart Meetings editors Eming Piansay and Sara Robertson sat down with Jacques Martiquet, the “Party Scientist,” who shares his unique approach to transforming events into high-energy, deeply connected experiences. Discover how event planners can design…
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Send us a text Ever wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes sits down with Nikos Christoforou, a Senior Partner at Foster Denovo, to uncover the challenges, mindset shifts, and strategies that can make or break a career in financial planning. I…
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What planners are you using in 2025? 🤔Nab your WANT analysis resource 📄 https://jashii.com/resources📙 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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This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized …
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