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PlanningXChange

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PlanningXChange

Jess Noonan & Peter Jewell

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Planning Xchange promotes a better understanding of urban affairs and city design. The website complements a podcast interview series. We aim to be a useful addition to the many wonderful urbanist web resources which assess, appreciate and enhance urban living. Featuring hosts Jess Noonan & Peter Jewell
 
Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
 
Welcome to conversations about Advance Care Planning. This is the podcast where we talk about Advance Care Planning, what it is, how to do it and why it matters. Conversations about Advance Care Planning has grown from my passion to support professional understanding and promote public awareness about planning ahead.
 
Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
 
Topics and conversation about estate planning and how to ensure your family, your wealth and your legacy are truly protected, no matter what happens. We'll discuss tools and techniques for complete planning, common misconceptions and mis-steps that cost families countless heartache, headaches and money, and we'll feature guests for a variety of topics and viewpoints surrounding estate planning, legacy, asset preservation and asset protection.
 
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
 
Get ready to experience the ALL NEW WAY to thrive throughout your engagement by embracing who you are, prioritizing what you value, and ultimately designing an unforgettable wedding celebration of your dreams! Welcome to the WEDDING PLANNING PODCAST, where we say “NO” to the $72 billion dollar wedding industry, and we say “YES” to a more joyful engagement season where your mindset, values & wedding strategy are all in perfect alignment with YOU. Ready to get started?
 
Learn how to make the most of your life planning strategies with The Life Planning Show. Real, useful information for everyday people that can be translated into daily life and thought. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
 
Have We Got Planning News for You is a light-hearted review of the last two weeks developments by five barristers from across the Planning Bar: Paul Tucker QC, Mary Cook, Sasha White QC, Charles Banner QC and Christopher Young QC. We invite a special guest from the most influential ranks of the Planning World, and we host a special topic each week from Garden Cities to Planning Reform. There is no charge for the event, but we encourage viewers to make a modest donation to the NHS Combined Ch ...
 
Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
 
Welcome to an urban planning and public health podcast: Hosted by Walle Brown. We are MURP (Master's of Urban and Regional Planning) students at Portland State University, and will interview professionals, students and community members about their take on urban planning, public health, contemporary American society and how each intertwine to affect the local socioeconomic environment and community-at-large. Thank you for tuning in. We hope that you enjoy today's episode of the podcast! You ...
 
***Voted "Most Informative Podcast" in the Disney Podcast Awards*** A Disney World planning show covering topics that include touring plans, packing tips, travel with kids, Disney Dining Plan, which rides to ride, Disney resorts, magical touches to add to your trip + lots more. Visit WDWPrepSchool.com for even more tips.
 
Live It Out with The Planning Women, your host, Jennifer Booth. The podcast for women who are ready to declutter their mind, their home, and their life. I'd love to connect: www.theplanningwoman.com Facebook: www.facebook.com/theplanningwoman Instagram: www.instagram.com/theplanningwoman YouTube: https://www.youtube.com/channel/UC9QrQGqYV-uAofxYdJAEzAQ
 
Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planni ...
 
A fun-loving, wildly experienced Wedding Consultant shares her deepest, darkest secrets to help you plan your wedding. You'll learn a lot. Laugh even more. And most importantly get the inside scoop on how to make the most of your big day. Inclusivity is of the utmost importance to us, so this podcast is for EVERYONE. This is not your traditional wedding blog. Trust us. You can't make this stuff up. Email us your questions and we will answer! thebigweddingplanningpodcast@gmail.com If you love ...
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
College planning tips , strategies and various & sundry, not necessarily politically-correct thoughts on the whole college application and scholarships kit and kaboodle. Brought to you by Pearl and Andy Lockwood, best-selling authors, financial aid and admissions consultants based in Long Island New York, a/k/a one of the spazziest places on earth for college stress, weird ultra-competitive behavior by parents and teens! For more info, visit www.LockwoodCollegePrep.com
 
Join Leslie from Trips with Tykes and Joe from asthejoeflies as we discuss how to save you money, time, and stress as you plan your Walt Disney World vacation. Visiting Disney is like visiting another country - we're here to help you understand the ins and outs of what to do, where to stay, what to eat, how to minimize your wait times for rides, Genie+ tricks, and a whole lot more!
 
Planning phase syndicate is a collective of X-Wing miniatures game players, sharing their experiences with the game. They will strive to bring you a variety of content from training and how to videos all the way to streamed games and hot meta-takes. The show’s focus Will be both to teaching new players as well as helping to hone those veterans skills. With fun, educational, and creative content, they will endeavor to add value to the listeners X-Wing experience. With some in-depth discussion ...
 
The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
Join Joseph Curry, CFP Professional and President of Matthews + Associates, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, an ...
 
Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth, if you work at or retire from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm that is dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagem ...
 
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show series
 
Explanation of tax loss harvesting and tax gain harvesting, as well as an introduction to "wash sales" Links in this episode: YouTube video - What is Tax Loss Harvesting? YouTube video - What is Tax Gain Harvesting? YouTube video - What is Tax Loss and Tax Gain Harvesting? Facebook group - Taxes in Retirement YouTube channel - Retirement Planning D…
 
On today’s Disney podcast, we have a ton of news that Disney just released in the last two days. From Disney Cruise Line changes to Guardians of the Galaxy information on virtual queues, we cover a lot of changes to procedures that we have been accustomed to. We also discuss announced reopenings of Bibbidi Bobbidi Boutique and Harmony Barber Shop a…
 
Owning your practice—and the building that houses it—seems like a dental tradition. But does the risk/reward of commercial real estate still make sense? On this episode of the Dentist Money™ Show, Ryan and Adam Watts, a real estate developer specializing in health professional locations, talk about the “do’s and don’ts” of being the landlord of you…
 
This month on Live It Out With The Planning Woman, we will discuss different aspects of our lives we say we want to do if only we had the time. In each episode, you’ll discover how to make the time for the things that are most important to you. This week, my guest is Angela Sackett. She and I have a joyful conversation about how we can make time fo…
 
The amount of things that went wrong for this couple while wedding planning is almost unbelievable! From being victims of a ponzi scheme, to COVID reschedules, to their wedding planner being banned from their 3rd venue (yes, you read it right, 3rd venue), to the Maid Of Honor quitting...and that's not even the half of it. Elliot Olson is a wife, do…
 
Rise of the Resistance and Millenium Falcon Smuggler's Run Looking to plan a Disney World or Disneyland vacation? Let Joe do all the hard work for you at no cost to you as your travel agent. Get started by e-mailing josephcheung@travelmation.net today! Bookings for the Disney Wish are open if you are interested in sailing on Disney Cruise Line's la…
 
Estate Planning is not just about planning for your death. Just as important are documents that allow someone to help if you become incapacitated. Learn about the most important documents every young adult should have in place. Links and Resources Blog: Advance Directives, Power of Attorney & Other Estate Planning Documents Your College Student Nee…
 
Why is this important? Feel CONFIDENT about your financial future. Decision fatigue on two levels: Consistently remembering to save. Deciding what to purchase or what to do. Make the decision once! Future flexibility! What should you do? Decide how much to start with. Set up automatic transfers. Invest: You can do this every 3 or 6 months, or even …
 
Hope you are well, hope all is good. We are back with part 3 of our listener’s journey with William Lacey. William has been sharing his journey with us as he transitions from full-time employment and his concerns, his hopes, and considerations for the future. In today's episode, William shares his progress on the following three areas: His financia…
 
Engage you financial advisor as to how you can have your portfolio reflect your values. There are tools that are evolving and more importantly, have yet to evolve to keep on your radar.- Patrick T. Drum, CFP®, CFA®, MBA How can you use debt (bonds) rather than equity (stocks) as a more effective way to align sustainable investing values? Join Patri…
 
This episode Charles joins the team again as they dissect the new cards for Republic that were revealed this week. They review some Kyber Cup results as the end of Round 2 wraps up this week. Lastly we cover our Academy 101 segment where we are breaking down The Scramble the Transmission Scenario in all its glory. Join us on https://www.twitch.tv/p…
 
In this very special episode of Urban Eyes, we speak with Kimberly Brown, an Atlanta-based CPA who has an extensive experience with non-profit, governmental, and public accounting/finance. She reflects on her life and accomplished career while also leaving nuggets of knowledge for the next generation. We hope you enjoy this episode. - Walle --- Sen…
 
Emily Bruce, BCBA, LBA, is the Founder and CEO of PeerKnect; an app designed to help build friendships and social connections for children and young adults with intellectual/developmental disabilities. It does this by helping parents connect for play dates and get-togethers (older children). It also provides an option for organizations to share the…
 
Organ Donation: hope and transition after an unexpected death with Vicki Caldwell, mother of organ donor Fi. This very special episode explores a mother’s lived experience of traumatic and unexpected death of losing a child, saying yes to organ donation and the transition to finding hope and a new way of living. The podcast is released to coincide …
 
This week on Make It Last, Victor and Mark discuss financial literacy and share the top topics people are struggling with so you can understand! It’s springtime, which means highway construction is on the rise! Just like it’s important that construction workers install guardrails on the highway, how can you install guardrails on your retirement? Vi…
 
On this episode, Ashley discusses the current state of the various markets, what to expect concerning inflation and best practice as to valuations for the future.Ashley Hodge, Certified Financial Planner
 
An unexpected or early retirement can bring a major headache of finding affordable health insurance until you turn 65 and can qualify for Medicare. If you find yourself in this situation, there are ways to bridge the age gap long enough to reach the Medicare finish line. Find out your options on Consider This Program. Schedule your complimentary Ne…
 
This time of uncertainty and market volatility may lead to an increase in clients making investment decisions that aren’t in their best interest. In this episode of the PFP Section podcast, Lauren Minch, CPA, CFA, interviews Kevin Grogan, CFA, to get his take on common trends he sees with many different types of clients. They discuss: Making decisi…
 
Our Special Guest this week is Liz Peace CBE, Chair of the Old Oak and Park Royal Development Corporation (OPDC) Decisions of the Week: Decision of an inspector dated 22 April 2022 allowing an appeal by Welbeck Strategic Land against the decision of Chichester District Council to refuse permission for an outline application for 70 dwellings on an u…
 
"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters. Listen for more information and to see a very special little guest at the end of this one! www.amandarochalaw.com/contact-us -- I love helping people and make these podca…
 
Estate Taxes Explained (again) -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: htt…
 
Post-Covid we saw economic stimulus, now rising interest rates show federal fiscal strategies are changing. Is this a signal that recession is looming? On this episode of the Dentist Money™ Show, Ryan and Matt take a hard look at recession—what it means, the history of economic resets, and the negatives (and positives) that come when government tig…
 
Mike Jacob explains how Kiss House is using timber component based production to deliver homes to the Passivhaus standard. Check out the show notes for more information.Ben Adam-Smith
 
Hosting a multi-day, multi-event WEDDING WEEKEND is hands down the best way to host a UNIQUE and MEANINGFUL wedding celebration that’s full of opportunities to connect and spent QT with your closest loved ones. Today on the Wedding Planning Podcast, we’re going to highlight 3 major mistakes that couples make when planning a long wedding weekend cel…
 
Each month we tell clients "Here's What You Should Be Doing Now," so that they never have to wonder about deadlines for applications, financial aid, when to visit colleges, more. I hope you take the advice to heart! -Andy Lockwood Links mentioned in this episode: facebook.com.lockwoodcollegeprep lockwoodcollegeprep.com/bootcamp www.LockwoodCollegeP…
 
Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.The MacMillan Estate Planning Team
 
Post-trip timestamp: 44:40 How you can help Follow on social media Instagram Twitter Facebook Pinterest Sign up for the email list Become a Patron Get a quote request for a future trip from Small World Vacations Visit the site Check out the new WDW Prep merch! Leave me a message (including trip report submissions) Please use the SpeakPipe link belo…
 
Most traditional retirement plans in the past were created by making a projection that has taken into account assumptions around inflation, rates of return, and longevity and putting it all together to see if there is money left over to last you the remainder of your life. Although this is a good starting point, it doesn’t take into account any unf…
 
Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust. Contact: 513-463-6789 info@CincinnatiEstatePlan.comNick Rosenbauer
 
Steve and Jack discuss how successful financial planning teams are always looking to get in deeper and bring new insights to the surface. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco.
 
In this episode we discuss the Federal Reserve and the relationship between interest rates and inflation.Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
 
In this milestone episode we look at the shows of Pigeon Forge, TN. Pigeon Forge is a special place to all three of us and we hope you find this helpful, but more than likely we'll be asked to "cease and desist" by the chamber of commerce. Don't worry, we get off the rails quickly and never recover. Have a great week and bolo for more from GGG.…
 
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