Planner відкриті
[search 0]
більше

Download the App!

show episodes
 
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.
 
N
NextGen Planners

1
NextGen Planners

NextGen Planners

Unsubscribe
Unsubscribe
Щомісяця+
 
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
 
The 10-min break for Non-Conformist and Cosy Souls to create a lifestyle that cares for them. The Hygge Planner show supports you in: 🌟 Living by your own standards 🌟 Expanding your comfort zone 🌟 Being unapologetically confident on will 🎁 Get 10% OFF your first order at https://bit.ly/3wZiqrZ 💕 Want to support me? Now you can tip me at https://www.paypal.me/thehyggeplanner 📌 Visit the shop at https://www.PurdeyPenrose.com 📌 Get exclusive goodies, BTS access, & more at https://www.ko-fi.com/ ...
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 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.
 
T
The Wedding Planner Podcast

1
The Wedding Planner Podcast

Laurie Hartwell & Krisy Thomas - The Bridal Society

Unsubscribe
Unsubscribe
Щомісяця
 
Join Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the Certified Wedding Planner Society (formerly The Bridal Society), where they discuss the real lives of wedding planners, dispense business tips, and share ways you can elevate yourself and your career in wedding planning. Visit the CWP Society website for more information: www.certifiedweddingplannersociety.com
 
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 ...
 
Residential property is the only asset class we live in, it is where we raise our family’s, 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 overloaded with information and one size fits all recommendations from the media, well-meaning friend ...
 
Listen to the SHSMD Podcast - Rapid Insights: for Health Care Strategy Professionals in Planning, Business Development, Marketing, Communications and Public Relations. In each episode we cover health care marketing tips, suggestions and best practices for health care marketers.
 
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 industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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-office staff all have their ...
 
P
PlannersCast!

1
PlannersCast!

Iuren Ramiro

Unsubscribe
Unsubscribe
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 ...
 
Two People. One Mission. To help 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 hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their 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 ...
 
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!
 
P
Planner Parley

1
Planner Parley

Truth Collective

Unsubscribe
Unsubscribe
Щомісяця
 
Planner Parley brings together marketing strategists under a flag of truce to talk about the challenges and triumphs they face every day. Listen along to learn strategies for strategy from some of the smartest marketers in the business. Planner Parley is a production of Truth Collective in partnership with the 4A’s.
 
The Talent Planner is for growth-minded small-to-medium-sized business leaders who want to solve the #1 issues limiting the growth of their organization – people issues.We discuss how you can solve the consistent people issues facing your organization through interviews with leaders winning the battle for talent, processes, and tools for you to proactively solve your people issues.If you want to solve your people issues and accelerate growth, you're in the right place.To join a podcast (webi ...
 
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 ...
 
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 ...
 
The Planners on Purpose podcast is created for ambitious and driven event planners that are looking to scale their productivity, get valuable time back in their day, and focus on their personal goals and aspirations. If you want to stress less to live more, Naomi will take you on a journey of self-discovery. She will help you to uncover your hidden strengths as a leader, become more productive, so you can live the life you desire while balancing your commitments.
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
EFP offers an in-depth and sophisticated solution for reporting & analysis, consolidation, budgeting, and dashboarding to complement your use of ERP system. EFP strikes a unique balance between offering heavy weight FP&A features and ease of use. Its non-compromising approach to performance and usability ensures the finance team has a unified solution they can depend on. From powerful drill to journal, no coding dashboard setup, superior report formatting options, sensible budget workflow, a ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
Loading …
show series
 
Join me in this episode where I answer many of your most popular questions about Income-Driven Repayment waivers, grace periods, reducing your loan repayment amounts, disability and term life insurance, our NEW Student Loan Planner Insurance, and so much more! It’s an info-packed episode you won’t want to miss, especially if you’re a medical profes…
 
There are millions of engaged couples planning weddings right now and looking for a wedding planner, but not every couple is meant to be YOUR client. In this episode, we are going to touch on some ways you may not mesh well with a couple, and the fact that Certified Wedding Planners need to interview their potential clients just as much as the clie…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. NSW state budget announces introduction of annual land tax to replace stamp duty Stamp duty has already been abolished in Canberra, but Can…
 
Reminding us how unusual of a time we live in Jamie shares a long overdue update on the Texas Planner Babes event she attended called Planners At Tiffany's while Colleen is recovering from COVID. Join us for a long-overdue episode that reminds you of the inspiration, comradery, and friend adventures that come along with the planner community. This …
 
Matt Trogdon is a Financial Planner with Craftwork Capital based out of Washington, DC, and he joins the show today to share his unexpected journey to becoming a financial planner. If you are considering changing careers to become a financial planner, you definitely don’t want to miss this episode! Listen in as Matt shares why he pursued a history …
 
Welcome to The Hygge Planner Show. Today's episode is packed with simple, beginner friendly, budget friendly ideas to practice Hygge (cosiness) this Summer. 📌 #7 will broaden your taste 📌 #14 will make you/ your kids super happy 📌 #21 will stimulate your creative side (sort of) Loved this episode? Forward to your beloved ones, leave a comment, or d…
 
Norm and Norma buy 10 15% down payment rental properties. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0010/ Or, check out all of Norm and Norma's episodes: https://RealEstateFinancialPlanner.com/norm/ …
 
This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does money make you happy? According to Paul it’s not enough to be rich, it’s having a purpose that gets us all out of bed in the morning. Paul also dives into positive psychology and the way that we shou…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we explore whether or not all the economic stimulus helped us or hurt us. Is it possible for it to have been both appropriate and incredibly damaging? Click the PLAY button below for the rest of the show! SIDE…
 
My friend, Eva Lewis, passed away this weekend and in this episode, I honour her friendship, her support, her bravery and advocacy for women's health and mental health. You can find out more about Eva here: The Multitasking Woman The Two of Me Podcast Thank you for listening xMim Jenkinson
 
In this episode, we chat with Andrew Marsham from Fat Loss Forever. We discuss how to make sure that you stay fit and healthy when you're a financial planner and how to include fitness into your busy schedule. Plus, much more! Join our community: https://www.nextgenplanners.co.uk/join-our-community
 
Healthcare systems are facing a crisis in retaining great employees and recruiting new ones. We’ll offer practical tools that can be implemented immediately to help you 'run the world' … or, at the least, lessen the load on your overworked colleagues, build camaraderie and strengthen your overall culture.…
 
As the saying goes, “Content is king.” And that truth has never been more evident than during the COVID-19 pandemic. Hospitals and health systems with agile content strategies quickly became a trusted source of accurate, reliable information – transforming the greatest health threat of a generation into a community engagement and market differentia…
 
Senior Student Loan Advisor Meagan Landress, CSLP®, and one of our newest Student Loan Advisors, Sim Terwilliger, CFP®, CSLP®, discuss a number of relevant topics to student loan borrowers today. Listen as they answer listener questions from the inbox, technicalities about loan repayment (particularly around recertifying for your existing income-ba…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Comparing the history of Australia’s property market downturns and increases Pete shares a sneak peak of data that he has collated detailin…
 
John Fennig is the Co-Founder of KFA Private Wealth based out of McLean, VA, where they serve over 800 households with $700 million in AUM. He joins the show today to share how he got his start in the financial planning industry, as well as what eventually led to him starting his own firm. Listen in as John opens up about his journey, including why…
 
In this episode, Dan chats with Natalia Coe from The Money Charity. Here, they chat about the need to educate the general public on their finances, some of the biggest things that are affecting the public finances at the moment and how financial planners can help. Join our community: nextgenplanners.co.uk/join-our-community…
 
Norm and Norma buy 10 25% down payment rental properties. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0009/ Or, check out all of Norm and Norma's episodes: https://RealEstateFinancialPlanner.com/norm/ …
 
I’m offering a sneak peek into “Dreams Not Debt,” our brand-new ultimate guide to creating your very own financial plan. Listen is as I break down the five key crucial elements to keep in mind when putting together your plan (cashflow, taxes, insurance and asset protection, life milestone planning and goals-based investing)⁠ — and share actionable …
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Cash rate rises by 50 basis points, but the sky’s not falling in The RBA raises the cash rate by 50 basis points to 0.85%, with an expectat…
 
Dan Weiss is an Associate Wealth Manager with PrairieView Partners in Minneapolis, MN. He joins the show today to share his path into financial planning and how he was exposed to it early on through his father's firm. He also discusses why he didn't join his father's firm when he started his career, instead moving halfway across the country to join…
 
Welcome to The Hygge Planner Show. Today's episode is about how to enjoy the summer warmth/ incorporate its dynamic effect without losing track of what you want (assuming you're in the North Hemisphere of course) 📌 A surprising prompt to use BEFORE diving into the episode 📌 3 easy & simple tweaks for people who don't want to use their planners to..…
 
This week, Meg and Myra are joined by the Patreon peeps to discuss year two of Planners and Wine, latest planner world news, Influencers who crap on other influencers for being influencers, and Celeb Garbage. FRIENDLY REMINDER: no show the weeks of June 16 and June 23 for summer break ! Want to join in on our next live show? Head over to our Patreo…
 
This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s exciting project called Female Folio, a network to support high net worth and affluent women on their investment journey. Women have more financial power than ever before, with more than 60% of the UK…
 
Rob Klein, David Marlowe and Joel English discuss highlights from the Health Care Marketing Plans, Communications and Market Research Intensive.Society for Healthcare Strategy and Market Development
 
Norm and Norma buy 10 20% down payment rental properties. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0008/ Or, check out all of Norm and Norma's episodes: https://RealEstateFinancialPlanner.com/norm/ …
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, I did something I hadn’t done in nearly 10 years. I took random live calls. I loved it. Enjoy. Click the PLAY button below for the rest of the show! SIDE NOTE: — Give your personal finances a facelift. Explore…
 
Society tells us that we can only retire in our 60s. If that’s your plan, I think it’s great! But you need to know there are more options available than you have ever dreamed possible, and it all comes down to having the right financial planning strategy in place. Of course, that’s easier said than done. Listen in as I break down what’s wrong with …
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. First signs appear of inflation slowing down in the US Dave shares some promising news from the US about the rate of inflation starting to …
 
Stephen Nelson is a Senior Financial Planner with Mills Wealth Advisors based out of Southlake, TX. He joins the show today to talk about his path into the financial planning profession and how it led him to his current firm, which he knew was the right fit for him and his family. Listen in as Stephen shares why he pivoted away from pursuing a care…
 
This week, Meg and Myra discuss weekly wrap ups, planner world news, mid year planner line ups, love bombing within the planner community, and world news. Want to join in on our next live show? Head over to our Patreon to view the tiers that is best for you and join today! JOIN HERE! Be sure when you share the show on social media to use the hashta…
 
This week Sam is joined by Natasha Percy Baxter from Percy Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast asking how she could get into the financial planning profession. Now she’s running her own Partner Practice for St. James’s Place, what a fantastic story! This self-employed route into the pro…
 
Norm and Norma consider the impact of buying a home on achieving financial independence. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0007/ Or, check out all of Norm and Norma's episodes: https://RealEs…
 
Too often, we set goals and we never reach them. Why is that? It’s most likely because our goals aren’t inspiring enough! If your goals haven’t inspired you enough to pour your heart and soul into reaching them, let’s fix that. Join us, Rob Bertman, CFA, CFP®, and Lauryn Williams, CFP®, CSLP®, as we talk about how to set inspired financial goals so…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update Market update 1. Quality properties garner competition despite market cycles Cate shares her experience of bidding on election weekend, which …
 
One of the most important parts of a wedding planner's job is the heavy responsibility of matching excellent wedding professionals with our amazing couples. Reputable wedding planners don't work with wedding pros who haven’t proven themselves to be credible, reliable, and talented. This means there is a lot of investigation that wedding planners ha…
 
Joining the show today is Alisa Nguyen, the 2021 recipient of The New Planner Recruiting CFP Program Tuition Reimbursement Scholarship. In this episode, she discusses her path into financial planning, how she leveraged her past experiences as the financial steward for her family to help other divorced women confront various anxieties around money, …
 
In this episode, Dan chats with Phil Courtenay from Humans and Money. They discuss the emotional value of advice, how to understand what drives decisions and how to apply all of this to financial planning. Join our community: https://bit.ly/3acBedL
 
Welcome to The Hygge Planner Show. Today's episode is part of a new serie called DRIVE ME NUTS where I ditch common BS & fad trends from mainstream. Let's start with a bang as I share my two cents about "meditation is THE HOLY GRAIL to slow down your mind". I'll be sharing insights on 📌 a HUGE disclaimer 📌 why you've been spoonfed to believe medita…
 
This week, Megan and Myra are joined by the Patreon peeps to discuss life updates, hitting 200K streams, what we are currently watching, Planner world news, toxic friendships and celeb garbage. Want to join in on our next live show? Head over to our Patreon to view the tiers that is best for you and join today! JOIN HERE! Be sure when you share the…
 
This week Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww! Michelle is dedicated to raising the international standards of the financial planning profession. She’s already responsible for the Paraplanner Standard certification, pioneering best practice among personal financial planners in the UK and overseas.…
 
Norm and Norma invest in stocks to achieve financial independence. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0006/ Or, check out all of Norm and Norma's episodes: https://RealEstateFinancialPlanner.c…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com In this week’s episode, we’re discussing whether or not the housing market is finally going to cool down. With rising interest rates and a recession on the horizon, buying a home right now feels like a risk. Click the PLAY button bel…
 
The Federal Reserve realized they messed up: Inflation wasn’t only a temporary setback brought about by the pandemic. Monetary policy was left too loose for too long, and now it’s led to the worst inflation in 40 years. This is painful for businesses of all types, big and small—including student loan companies. Many of them have no choice but to pi…
 
Got a question for the trio? - https://zfrmz.com/uLtjhyBskV96PY6eJfaI https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Properties still hotly contested Cate shares her weekend auction experience at a trendy inner-northern suburb in Melbourne. Despite the loo…
 
Oh boy, we have missed making an episode like this one! Guess what!?! Jamie & Colleen are sharing plans for a Wicked Fun Weekend with the Planner Girls of Southern Maine this October! The host of the event Shannon Bouchard is our very special guest telling us a bit about the history of the group, what to expect, and even teaching us some of the lin…
 
Eric Roberge is the Founder and and Kali Roberge is the COO of Beyond Your Hammock, a fee-only independent financial planning firm based out of Boston that serves professional clients in their 30s and 40s. They stop by the show today to share how they have grown their business from scratch almost 9 years ago. Listen in as we discuss why they chose …
 
This week, Meg and Myra chats with Cain of @printpressions about how he got started and taking a chance on yourself. We wrap up the show to discuss the lates planner world news, Pride collections from companies, and a disappointing realization. Be sure to follow Cain on all social platforms @printpressions and Printpressions.com ! Be sure when you …
 
This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us some great advice on how you can navigate different career paths within the financial profession. In particular she focuses on marketing and operational roles. Laura gives us an insight into wha…
 
Senior student loan advisor Lauryn Williams, CFP®, CSLP®, sits down with one of SLP’s newest student loan advisors, James Mwombela, CFP®, to discuss the racial wealth divide and how it has impacted Black Americans’ ability to create wealth. The basis for today’s conversation is a Wall Street Journal article written in August 2021 titled “College Wa…
 
Loading …

Короткий довідник

Google login Twitter login Classic login