A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you’re approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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Inspiring empowering and transforming black women in the journey to wealth creation
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Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
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Your Money, Your Rules | Financial Freedom, Money Management, Abundance Mindset, Budgeting, Spirituality
Erin Gray | Wealth Coach, Former CFP and CFO
Ready to stop avoiding your money? You might look financially successful on the outside, but inside you feel anxious about money, unsure of what’s “enough,” or exhausted from trying to get it right. Even with wealth on paper, your nervous system can still feel scarcity. You’re not the only one, and you’re in the right place. Hi, I’m Erin, Spiritual Wealth Coach, former Certified Financial Planner, and CFO. I created this podcast to help you build true financial confidence, not just more fina ...
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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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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-o ...
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and b ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step. We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life ...
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Highly Sensitive Money for Highly Sensitive People who want to align their values with their money
Diana Gisel Yañez, CFP® - money coach and investment manager
Highly Sensitive Money gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values. Join me, Diana Gisel Yañez, CERTIFIED FINANCIAL PLANNER™, as I coach HSPs, interview experts, and share my own journey discovering the gifts of my sensitivity and how it relates to money. Each season is released as it’s ready in weekly batches.
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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Accounting Insider is a podcast for masters of their own destiny to learn how to build wealth - from an expert who has done it for himself, and his clients. Kym Nitschke is a different kind of accountant - yes, he's a chartered accountant and financial planner, but he's also a property developer, licensed builder and investor. The Accounting Insider podcast not only reveals Kym's insights into business and wealth growth, but also puts a spotlight on his clients and other successful entrepren ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Becoming The Wealthy You | Save Money, Pay Off Debt, Investing, Build Wealth, Financial Freedom, Stop Overspending
Germaine Foley | Financial Coach
Becoming the Wealthy You is the podcast for women who make good money, but aren’t building wealth the way they want to. Hosted by Germaine Foley, a certified life and money coach who paid off over $200,000 of debt using her signature Do Both Method (build wealth and enjoy life at the same time), this show helps you become the wealthier version of yourself, financially, mentally, and emotionally. If you’ve ever thought: “I make good money, so why don’t I have more to show for it?” “I know wha ...
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Real Money, Real Life™ with Linda Grizely Money isn’t just math -it’s mindset, memories, and sometimes, a little mayhem. Hosted by financial educator, motivational speaker, and MeMoney™ guide to financial clarity, Linda Grizely (also your no-fluff, dry-humor money bestie), this podcast cuts through the noise to talk about money and the messy, human stuff that comes with it. Each week, we’ll tackle real-life financial topics - from budgeting and debt to values-based planning and emotional spe ...
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The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at [email protected] with any ...
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Hi, my name is Fitz Villafuerte. I'm a Registered Financial Planner and a financial literacy advocate based in the Philippines. This podcast is about learning smart money habits and the proper mindset to achieve financial success. I speak in English and Filipino in this podcast. Visit the80percentpodcast.com to learn more. Hosted on Acast. See acast.com/privacy for more information.
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Work House Blues is my personal financial journey. At 40 years old, I have been very fiscally irresponsible. I have massive amounts of debt and no savings to speak of. Join me as I figure out the world of investing and work to grow my wealth. Please note, nothing in this pod cast is investing advice. I am not a financial advisor. This is merely my personal journey and my personal opinions. If you are interested in investing yourself, please consult a financial planner.
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Money can often feel like a mysterious, taboo subject that we're reluctant to discuss with our friends and family. It's often seen as rude or unsavoury to talk about finances openly, but I'm here to change that narrative. Money doesn't have to be complicated, though it's not necessarily easy either. It all comes down to making those small, consistent steps that can shape your financial future. With over 20 years in finance, five years as a mortgage broker, and running my own finance and mort ...
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Money Isn’t Scary - Money Mindset, Money Anxiety, Intentional Spending, Saving Money, Money Management
Meghan Dwyer - Financial Planner, Money Mindset Coach, Boy Mom
Feel Confident and Secure in your Relationship With Money Are you sick of feeling overwhelmed whenever you open you bank account? Do you want to learn to spend money with intention instead of emotion? Do you want to stop staying small and have more confidence in your financial decisions? In this podcast, you will find actionable steps and emotional support to free yourself from shame and help you find peace around money. My mission is to remove the cultural stigma around money, so that you f ...
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The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
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Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
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Freestyle Living Today with Kathy Binner |Your Passive Income Mentor | Health and Wealth Educator
Kathy Binner | Passive Income Mentor | Health and Wealth Educator
When asked what surprised him about humanity the most, the Dalai Lama replied, “Man. Because he sacrifices his health in order to make money. Then he sacrifices money to recuperate his health. And then he is so anxious about the future that he does not enjoy the present; the result being that he does not live in the present or the future; he lives as if he is never going to die, and then dies having never really lived.” "It breaks my heart to see 'would-be entrepreneurs 'and 'would-be side-h ...
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
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
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Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. ...
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Welcome to The Zen Desk Podcast. This podcast is for the woman who is done with the hot mess energy and stepping into a life and business that’s built on freedom, joy and the kind of wealth you can actually feel. I’m Laura, former corporate lawyer turned online entrepreneur, podcasting from the lush mountain tops of Greece. Here, we talk all things sustainable habits, mindset and proven online business strategies so you can work less, sell more and enjoy an incredibly full life while doing i ...
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Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Welcome to the second episode of our new podcast Wealth Builder. In this episode Nick talks to accountant David Markovski about family trusts, who should have one and what should be taken into consideration before creating one. We'd love to hear your feedback. Send us a message via the Guidance website. Subscribe to our weekly GainingCHOICE email G…
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141. How to Save Money Without Feeling Restricted
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21:59Click Here to book your complimentary 1:1 Money Coaching Consultation. Want even more? Check out my Private Podcast—5 binge-worthy episodes you won’t hear here. Click here to listen to this exclusive series. Follow Me on Instagram → @germainefoleycoachingBy Germaine Foley | Financial Coach
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Teaching Kids About Money and Closing the Wealth Gap with Marcus Howard | Ep 05
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39:15In this episode of Real Money, Real Life™, I talk with Marcus Howard, founder of Tradechology.co, about how his early financial decisions shaped his life — and why he’s now focused on helping others avoid the same mistakes. We talk about: What Marcus wishes he’d known earlier about money How he approaches financial education with his kids Learning …
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The Most Dangerous Day in Retirement with Dan Haylett
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53:39In this week's episode, I chat with Dan Haylett, Director of TFP Financial Planning in the UK, author of The Retirement You Didn’t See Coming, and host of the Humans vs Retirement podcast. Dan has built his career around helping people prepare for retirement in a way that goes far beyond the numbers, focusing on the human side of life after work. T…
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2025 Financial Planning Association's NexGen Gathering
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28:56Daniel & Emily discuss takeaways from the 2025 Financial Planning Association's NexGen Gathering. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
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140 | Choosing Your Values First: Staying Aligned in Money Decisions
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15:24Work with me: https://tidycal.com/eringray/45-min-call-with-erin In this intimate episode, I share a raw and vulnerable journal entry about a moment where I almost compromised my values for money. I share what it felt like to be pulled by the allure of financial gain while my body was sending very different signals. I also share the process I used …
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How OD practice owners should think about long term care insurance with Bryan Langdon, CLU
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1:05:12Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's n…
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How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
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29:57How do you pass the CII RO exams and achieve the DipPFS? In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Relationship Manager, St. James’s Place Academy), John Smith (Qualifications/Technical Trainer, Redmill Advance) and Rebecca Bidwell, who passed the DipPFS in just 5 months. We answer the top questions as…
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Why You Might Owe the ATO This Year! And How to Avoid It in the Future
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18:51Start Here: Why You Might Owe the ATO This Year & How to Avoid It in the Future If you were expecting a juicy tax refund this year but instead got hit with a bill from the ATO you’re not alone. Thousands of Aussies, particularly younger generations like Gen Z, are finding themselves owing money at tax time. And for some, it’s not just a few hundred…
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With two new jobs, and quite a few goals on the table, are we on track to make any of it happen? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney …
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We're in our 30s and wondering if we're on track to meet our financial goals or if there's more that we should be doing? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney…
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For many people, the 401k is their largest retirement asset, but is it enough to carry you through decades without a paycheck? Today, Jake and Nick unpack one of the most common questions they hear: “Will my 401k be enough for retirement?” Find out why simply looking at the balance isn’t enough. You need to know your numbers, which means identifyin…
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START HERE: How should I invest $10,000 inheritance for each of my kids?
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20:42Start Here: How Should I Invest $10,000 for Each of My Kids? Have your children received an inheritance or cash gift and you want to make sure it sets them up for the future? In this Start Here episode, I answer a powerful question from a listener whose three boys each received $10,000 from their grandfather. She wants to invest the money wisely an…
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62 | Justin King | From Tea Boy to Trusted Planner: A Journey to Values-Based Wealth
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37:34Join me for an honest and engaging conversation with Justin King - Chartered Financial Planner, Registered Life Planner, and founder of MFP Wealth Management - who talks about how one’s values, purpose, and vision can and should inform financial planning. A remarkable personal journey: From being turned away from the Air Force, clocking in as a tea…
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Why Renting Could Be Your Secret to Smarter Wealth Building
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22:00Owning a home is unaffordable for many people today. Here is some good news! If you rent, you can grow your wealth as fast or faster using the same 2 ideas that benefit homeowners. Tenants have several major advantages over homeowners for wealth building. Many homeowners think their home is their best investment. But that is unfortunate. It is easy…
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139 | The Power of Language in Your Relationship with Money
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17:39Work with me: https://tidycal.com/eringray/45-min-call-with-erin You can have the thriving business, the healthy bank account, and all the financial boxes checked and still feel like it’s never enough. That empty, restless feeling isn’t about money at all. It’s about the words we use to speak to ourselves and about ourselves. Language carries energ…
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Parenting Truths No One Says Out Loud | Let’s Get Real Ep. 25
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8:39Parenting isn’t content. It’s real life. It’s loud, messy, exhausting, and worth every ounce of you. In this episode of Let’s Get Real, I talk honestly about back-to-school chaos, youth sports pressure, and the money choices that actually build a family you’re proud of. We get into why “perfect parent” is a trap, how to use the 18 summers mindset w…
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Crypto has become increasingly mainstream in recent years, and it’s showing up more often in divorce proceedings. In today’s episode, we’ll break down the role cryptocurrency can play in divorce, how couples go about dividing it, and the key considerations to keep in mind. To bring it all to life, we’ll walk through a real-world example that shows …
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85 First Client Meetings in 2 Months, Why I Love Prospecting!
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53:03How do you get clients as a financial planner without buying leads or relying on referrals? In this episode of Financial Planner Life, Sam Oakes interviews Jak Ali, Managing Director of J.A. Financial Planning Ltd, a Partner Practice of St. James’s Place Wealth Management. Jak shares exactly how he generates clients as a financial adviser using cre…
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One Degree Turns: Small Money Shifts with Big Impact
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35:32One Degree Turns: Small Money Shifts with Big Impact In this solo episode, I explore how each of us can make our money do good—starting right where we are. Using the five ways we interact with money—how we earn, spend, save, give, and invest. I share practical micro actions that align our finances with values of justice, care, and interconnection. …
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Life insurance can feel like one of those financial products that people think they’ll "get around to eventually." But waiting until later often means higher costs or even the possibility of not qualifying at all.By Michael Reynolds, CFP®
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If I Won’t Live to 90, Should I Claim Social Security Early?
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15:24Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com If your parents or grandparents passed away young, it’s natural to wonder: Should I grab Social Security as early as possible? It sounds simple, but the truth is far more nuanced. In this episode, Lee unpacks why longevity isn’t j…
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Money and Our Relationship with Achievement
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14:21In this week's episode, I exploring how money and achievement get tangled up, especially for women juggling family, work, and endless expectations. I talk about the cultural reasons why financial success becomes a scorecard: social validation, security, gender roles, and capitalism’s push for productivity, as well as provide practical tips for unta…
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Home Deposit Help: Supporting your Kids Without Risking your Retirement
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9:01With house prices soaring, more parents are looking for ways to support their children’s first step into the property market. But how do you strike the balance between generosity and protecting your own financial security? In this episode, we explore the practical options available, the risks to watch out for, and strategies to make sure your suppo…
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How to Manage Parenting After Loss of a Spouse
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14:22In this episode of Widow Wisdom and Wealth, hosts Donna Hendrick and Jim Han discuss parenting after the loss of a spouse. They share their personal journeys—Donna's experience after losing her husband and Jim's experience after his ex-wife's passing. The episode covers how their core parenting skills evolved, the impact of grief timelines on their…
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Listen Back: 5 Business Ideas That Need Little or No Capital
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23:46Listen Back episodes are past episodes of The 80 Percent that you might have missed, so we’re bringing them back, especially for the benefit of our new listeners. This was Episode 117. For the original show notes, visit my blog post here. Learn to trade forex and the global markets. Visit bit.ly/learnforexph for details. Hosted on Acast. See acast.…
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How Women Quietly Drive the Economy with Natalie Benamou | Ep 04
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37:43What if the real economic power players have been sitting at the kitchen table all along? In this episode of Real Money, Real Life™, I’m joined by Natalie Benamou, founder and CEO of Her C-Suite®, to explore the rising Power of the Purse — the often invisible, yet deeply influential role women play in financial decision-making, wealth transfer, and…
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140. 5 Money Skills Every Woman Must Master to Build Wealth (Save, Invest, and Get Out of Debt)
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39:55Click Here to book your complimentary 1:1 Money Coaching Consultation. Want even more? Check out my Private Podcast—5 binge-worthy episodes you won’t hear here. Click here to listen to this exclusive series. Follow Me on Instagram → @germainefoleycoachingBy Germaine Foley | Certified Life Coach
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S2 Ep432: August 25, 2025 | Networking and Connecting | Connections Over Coffee | ELEVATE
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1:01:21✨ Connections Over Coffee REPLAY: Elevate! ✨ If you couldn’t join us live, you’re in for a treat—this session was packed with inspiration, laughter, and soul-filling conversation! 💫 Hosted by Kathy Binner with co-hosts Carmella Banks and Ruth Pierce, we continued our RISE journey and focused on the fourth step: ELEVATE. This is the moment where we …
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Irish Pension Calculator: Do You Really Need €2M to Retire Comfortably??
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30:27In our last podcast, we celebrated Fran's incredible achievement of amassing a €2 million pension pot through decades of disciplined saving and investing. Some who read it were inspired, some were envious, and others said "I don't bloody need €2m pension pot"! Today, we're asking a different question entirely: Do I actually need a €2 million pensio…
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DIY Financial Planning, Ideal Clients, and Establishing Trust with a Professional
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46:07Dr. Dan & Daniel discuss DIY people, who's an ideal financial planning client, and the underpinning issues of trust in a professional relationship. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consul…
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138 | Still Feeling Guilty When You Spend? Why Money Guilt Happens and How to Break the Cycle
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18:04Do you feel guilty when you spend money even when you can afford it? In this episode, I unpack the reasons why we feel money guilt and shame, how your nervous system was conditioned to equate spending with danger, and practical ways to rewire your money mindset. You’ll learn how childhood money conditioning shaped your nervous system, why guilt has…
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Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP®
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50:33Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast. In this episode, we discuss the often-overlooked aspects of retirement planning, focusing on the importance of understanding blind spots, the need for purpose in retirement, and the role of community. We explor…
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Investing in the Stock Market – Simplified
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31:20If you’ve ever wondered why seasoned investors tell you to “stay the course,” it’s because history has taught us something simple but profound: time in the market beats timing the market. But let’s rewind a bit. Investing isn’t just about stocks going up and down on a chart — it’s about preserving your purchasing power, compounding your money, and …
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The Sleep Well Strategy: My #1 Rule for ALL Retirees (and Future Retirees)
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17:37If you are retired or approaching retirement, this episode is essential listening for you. By understanding the power and security of this very simple savings strategy, AKA "My Sleep Well" strategy, you can help give your retirement goals a greater level of support, longevity and quite possibly even capitalise on long term opportunity. If you find …
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An advisor is pushing my mom to sign up for a life insurance policy and I don’t think it's a good idea. Maybe I am wrong but I don't think so. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter…
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Today we're joined by Nick Maggiulli, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. The book is not a get-rich-quick scheme or a one-size-fits-all solution to your money problems. It’s a new philosophy for thinking abo…
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Retirement success isn’t about luck, it’s about knowing your numbers before you take the leap. In this episode, Nick and Jake break down the five must-know numbers before you retire so you can step into your next chapter with confidence instead of scrambling. They’ll walk you through why it’s critical to know your exact monthly and annual expenses …
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61 | Joshua Herring | Confidence, Service, and the Mindset Behind Client Impact
31:10
31:10
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31:10From managing over $2 billion in assets at Alliance Bernstein to leading a global nonprofit funding cutting-edge research, Joshua Herring’s career path is anything but traditional. In this episode, Joshua shares his journey from private wealth management into longevity science, and the mindset principles that have fueled his success in both industr…
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START HERE: Overwhelmed by BNPL? Do This Now.
18:08
18:08
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18:08Have you found yourself relying on Afterpay, Zip, Klarna or any Buy Now, Pay Later service just to get through the week? You’re not alone. And there’s zero shame here. But if BNPL has quietly built up into overwhelming debt, it’s time to take back control. In this Start Here episode, I walk you through five powerful, practical steps to break the BN…
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If you've been with the same bank, phone company or electricity provider for years, you might be paying what's called a "loyalty tax" - and it's costing you more than you think. This isn't an actual government tax, but rather the extra money you're forking out simply because you've stayed loyal to a service provider while they roll out the red carp…
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137 | The Money and Blessings Log: Rewiring Scarcity Thinking Using Neuroscience
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13:28
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13:28Have you ever noticed how your brain latches onto financial worries while completely overlooking the money and abundance already in your life? You’re not imagining it. Your Reticular Activating System (RAS) which is the part of your brain that filters information was designed to scan for threats. Helpful for survival, not so helpful when it comes t…
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How Financial Advisors Get Paid (and Why It Matters More Than You Think) | Ep 03
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11:17Let’s pull back the curtain on something most people never ask about — but should. In this episode of Real Money, Real Life™, I’m talking about how financial advisors get paid… and why that matters more than you probably realize. Because even the kindest, most well-meaning advisor can be influenced—consciously or not—by how they earn their paycheck…
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Big Beautiful Bill: 7 Tax Moves to Consider Making Before 2028
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15:03📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ The Big Beautiful Bill may not have overhauled the entire tax system, but it quietly introduced a wave of limited-time tax opportunities, and the clock is already ticking. In this episode, Wade shares seven strategic tax moves to consider before many of these provisions expire in…
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Mortgage Adviser Explains Why She Went Self-Employed - And Will Never Go Back!
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35:00
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35:00Mortgage Adviser Explains Why She Went Self-Employed, and Will Never Go Back! 👉 “I left my job after 16 years, and it turned out to be the best decision I ever made.” That’s what Carly Naylor, Mortgage and Protection Adviser at Foster Denovo, told me when we sat down to record this episode of Financial Planner Life. Carly’s been in financial servic…
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Why Hoarding Doesn’t Make You Safe—And What Does with Jordyn Middlebrooks
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57:43
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57:43Why Hoarding Doesn’t Make You Safe—And What Does with Jordyn Middlebrooks Jordyn Middlebrooks and I dive deep into what it means to reimagine wealth, safety, and belonging. Jordyn is a financial coach, organizer, and the host of the podcast Reimagine Wealth. With roots in the Sunrise Movement and a background in both community organizing and financ…
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Why Most Budgets Fail (and What to Do Instead) | Ep 02
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18:39
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18:39If you’ve ever thought, “I should be better with money by now,” this episode is for you. In this solo episode, I share the mindset shift that changed everything — for me and for the women I work with. It's the reason I created the MeMoney™ Method, and it's why traditional budgeting advice often fails, even when you're doing everything "right." We’l…
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