Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
…
continue reading
Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
…
continue reading
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
…
continue reading
Secure Money Advisors is a licensed fiduciary in Pittsburgh, PA that develops holistic approaches to retirement planning. From annuities to wealth management and basic retirement planning, we offer a broad array of financial products and services clients need to succeed.
…
continue reading
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
…
continue reading
Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
…
continue reading
Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
…
continue reading
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 ...
…
continue reading
Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, the psychological mindset it takes to create wealth, and dissects what you need to know about emerging financial trends.
…
continue reading
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
…
continue reading
Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to en ...
…
continue reading
Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
…
continue reading
Welcome to the NAPFA Nation podcast! This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals. Brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org/
…
continue reading

1
Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs, Chairman and CEO of Briggs Financial Inc.
…
continue reading
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
…
continue reading
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
…
continue reading
Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
…
continue reading
Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
…
continue reading
Let’s face it, crafting an innovative retirement plan benefit that optimizes outcomes, minimizes risk, improves employee engagement, and manages costs—all while navigating the compliance nuances of today’s employer-sponsored retirement plan landscape—is no easy feat! In Revamping Retirement, we break down the opportunities and challenges facing plan sponsors and fiduciaries to provide actionable insights and best practices. With industry insider guests, we’ll explore timely and relevant topi ...
…
continue reading
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
…
continue reading
If your company has a retirement plan, then this podcast is for you.
…
continue reading
Welcome to Regulate THIS! a RIA-ly Unfiltered Podcast. Hosted by industry legend Leila Shaver, founder of My RIA Lawyer and Business Guru Tracie Behr. Join Leila and Tracie as they dive deep into the world of Registered Investment Advisors (RIAs), exploring the challenges, triumphs, and real stories behind the scenes. ”Regulate THIS!” provides a candid and insightful look at the RIA landscape, empowering listeners to navigate the complexities of regulation with confidence. Tune in for honest ...
…
continue reading
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
…
continue reading
Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
…
continue reading
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
…
continue reading
Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
…
continue reading
The Fiduciary Talk podcast series centers around pertinent industry topics and provides important overviews of what’s happening in regulation, in the marketplace, and technology to affect the standard of care for investment advice. The podcasts are a great way to get up-to-date on current trends and receive helpful insights from subject matter experts at Fi360 and from across the financial industry.
…
continue reading
Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...
…
continue reading
Most hard-working Americans are not saving enough for retirement and will come up short. Even with all of the focus over the past decades, most Americans don't have access to an employer sponsored retirement plan, or aren't adequately saving in their existing plan. This equates to a sizable GAP in American's retirement savings. Get ready for a dose of insightful conversations with Shannon Edwards and her expert guests as they explore innovative strategies to bridge the retirement savings gap ...
…
continue reading
For beginners and experienced people alike, this podcast brings timeless financial knowledge and perspective to help people make better financial decisions. We also shine a light on real professionals in the financial and legal world. Get an inside look at how things work behind the scenes, and how you can get the most value when working with financial professionals. Hosted by Brian C. Beasley, CPWA® and Dan Alberth, MBA, CFP®. This content is for information and education only, and should n ...
…
continue reading

1
Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors
Patrick Brewer, CFA, CFP
Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors.
…
continue reading

1
The Best 5 Minute Financial Advice
Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian
Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
…
continue reading
Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
…
continue reading
As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
…
continue reading
Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
…
continue reading
Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we tal ...
…
continue reading
Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.
…
continue reading
Marcus and Jon have been helping people secure better retirements for over a decade in Kentucky. As fiduciary advisors, they focus on developing solid plans for their clients, rather than pitching products. The end result is a game plan that allows their clients to understand their risk, fees and income so they can accomplish their unique retirement goals. Each week they cover the impact of the financial market on retirement finances, from reducing investment fees, to eliminating taxes on in ...
…
continue reading
Welcome to the podcast that gives you the financial advice you need while keeping things fun and lively! Join Kimsey as he dives into the world of wealth building and market changes, sharing his expertise as a fiduciary financial advisor and bringing you the latest insights on how to make your money work for you. From tips on investing in the stock market to strategies for building a robust retirement portfolio, Kimsey has you covered.
…
continue reading
Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: The RetireSHIELD™ Podcast with Casey Marx. The RetireSHIELD™ Podcast covers new and meaningful financial planning topics every week. The focus is on preparing for retirement, nearing retirement, and already retired strategies. Stocks, mutual funds, etfs, annuities, life insurance, estate/legacy planning, and long-term care planning are among the many investment options dis ...
…
continue reading
Listen Weekly to Nationally Recognized Financial Expert and Founder of Crown Haven Wealth Advisors, Casey Marx, talk about the latest must-know financial happenings from around the globe, tips and tricks for sustained financial freedom, and the business and life lessons Casey has learned along his path building one of America's Elite Independent and Fiduciary Financial Planning Practices.
…
continue reading
A NEW BRAND: "Go Out And Live! with Michael Policar" explores the fact that Personal Finance and Financial Planning aren't really about money. Being smart with your financial choices is advisable, but your actual GOALS aren't really about money. They're about the things money can buy. So with a new year, and a new business (www.ngpfinancial.com), please enjoy Go Out And Live!
…
continue reading
The hosts of Common Sense Investing have been helping their clients and listeners make sense of the markets for nearly three decades. Using a conservative, diversified, value oriented approach to investing they strive to make you a better-educated, well-informed investor. With a straight forward, common sense approach, they’ll share their insights on today’s markets, economy and financial planning topics with the belief that is just as important to protect your assets, as it is to grow them. ...
…
continue reading
For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in th ...
…
continue reading
Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
…
continue reading
Claiming financial power is not about hoarding money. It is about understanding how money works and using it to help you live your life, on your terms. We were taught, as women that relationships and responsibility to others are more important than responsibility toward ourselves. At times we have allowed others to think, talk and act on our behalf rather than solving our own problems and taking control of our own lives. You, as a woman, are determined to have a voice and to make responsible ...
…
continue reading
Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.
…
continue reading

1
Retired Educator Turned Fiduciary Advisor (#372)
51:26
51:26
Play later
Play later
Lists
Like
Liked
51:26Retired Los Angeles Unified School District teacher, principal and district administrator, Mary Ann Sullivan, is now officially a CFP®! Not only that, she is opening an advice-only, fee-only firm. Note: Mary Ann meant to say that the number of experience hours needed for a CFP® is 4,000 for apprenticeship and 6,000 for standard pathway (not the 2,0…
…
continue reading
With millions entering the workforce, we're discussing some essential tips for managing money, setting goals and avoiding common financial mistakes after graduation. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney…
…
continue reading
Don fields a fresh batch of listener questions in this all-audio edition. A longtime fan asks whether a municipal bond ETF (VTEB) is a smarter place than a money market fund for short-term cash—Don explains why liquidity and risk matter more than yield. Another listener wants help navigating how much cash retirees should keep and when to use it—Don…
…
continue reading

1
Improve Your Plan & Live Comfortably During Retirement
54:50
54:50
Play later
Play later
Lists
Like
Liked
54:50On this week's episode, advisors Ford Stokes and Sam Davis discuss different ways you can improve your finances and live more comfortably during retirement – no matter how much you have saved! -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to the show every weekend o…
…
continue reading
Discover the seven cash flow milestones that prove you’re making real progress, even if you're not a millionaire yet. From becoming cash flow positive to saving 25% of your income, we break down the behaviors that build lasting wealth. Whether you're just starting out or hitting your stride, this episode will keep you motivated and moving forward. …
…
continue reading

1
FF5 #64 - DOL Updates Guidance on Cryptocurrency in ERISA Plans
6:37
6:37
Play later
Play later
Lists
Like
Liked
6:37In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's (DOL) Compliance Assistance Release 2025-01, effective May 28, 2025, which rescinds previous DOL and EBSA guidance on cryptocurrency in 401(k) plans. The DOL clarifies that the "extreme care" standard mentioned in the 2022 release does not exist in ERISA; ins…
…
continue reading
The Los Angeles Unified School District created its own 457(b) plan, and it’s excellent. It has won not one, but two awards. We speak with two members of the LAUSD Retirement Investment Advisory Committee who were and are instrumental to its success. LAUSD 457(b) Deferred Compensation Plan Fund Lineup Learned by Being Burned (short pod series about…
…
continue reading
Can we stop saving for retirement and basically let about $2,100,000 and our rental home values grow without contributing more? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney…
…
continue reading
Don and Tom roll through Memorial Day weekend with a little heat from the audience, a breakdown of where Americans get their financial advice (hint: it’s not great), and some solid, real-world investing guidance. They take a couple of strong listener calls—one on geopolitical market fear and another from a small business owner unsure how to save fo…
…
continue reading
With a new mortgage in retirement, one that has a high interest rate, are we okay to pay it off in the next year or so? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Ins…
…
continue reading
This episode brings the heat on so-called “financial educators” masquerading as fiduciaries while hawking high-commission indexed annuities. Don and Tom dissect the misleading promises of 9% guaranteed returns, break down real disclosure numbers, and expose the enormous commissions driving these “recommendations.” Listener questions spark insights …
…
continue reading

1
Ep13: Sign Your First Contract Like a Pro Athlete – With Jon Appino
48:23
48:23
Play later
Play later
Lists
Like
Liked
48:23When it comes to your first attending contract, the stakes are high—and the fine print is even higher. In this power-packed episode, James Nutter is joined by two heavy hitters: Jon Appino, founder of Contract Diagnostics, and CFP Jeff McPherson. Together, they dissect the most overlooked clauses, the real cost of skipping a review, and how to avoi…
…
continue reading

1
Who do you need on your retirement team and do you have to know everything about it yourself
19:00
19:00
Play later
Play later
Lists
Like
Liked
19:00In this week's episode, we'll discuss the importance of who you rely on in retirement. Who do you need to have on your team? What's the difference between your wealth team and your retirement team? Can you do everything yourself and be sure you have the best plan possible? Isn't it time to get answers to the tough retirement questions now? Join Cer…
…
continue reading
78% of people think this helps reduce your financial stress. See if we agree and how we're helping relieve your money stress. After that, we're taking helping your money stress to the next level by answering your financial questions! Jump start your journey with our FREE financial resources Reach your goals faster with our products…
…
continue reading
- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
…
continue reading
I'm 51 and preparing for retirement at the end of 2026 with a large pension on the horizon. Is there anything I'm not factoring into my decision making process? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: …
…
continue reading

1
Ep 11 - Riding the Waves: Understanding Market Volatility and Recovery
19:25
19:25
Play later
Play later
Lists
Like
Liked
19:25Are you letting fear drive your investment decisions? Or are you prepared to navigate market volatility with confidence and clarity? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss the emotional rollercoaster of the stock market, from historical bear markets to innovative diversification investment strategies. You'll hea…
…
continue reading
Tom takes a break from vacationing to join Don in a deep dive on target date funds—the good, the mediocre, and the fee-loaded ugly. They break down performance data, highlight major fund differences, and remind listeners why understanding your own risk tolerance still matters. Listener questions spark advice on Roth IRAs for young investors and str…
…
continue reading

1
Tariffs Killed My Portfolio. Should I Claim Social Security Early? - 531
26:27
26:27
Play later
Play later
Lists
Like
Liked
26:27Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Your Wealth® podcast number 531. Kelly and Steve in Pennsylvania ask for a three-fer spitball - when to claim their Social Security, whether they should contribu…
…
continue reading

1
Airport delays and big speed bumps in retirement plans and advisors
13:22
13:22
Play later
Play later
Lists
Like
Liked
13:22Mike Riedmiller discusses the major Newark Airport delays and he compares what led to those to what can lead to gridlock in one’s retirement planning. Mike shares how a plan is the first step in stability and how the lack of contingency plan for when problems arise can then cause greater problems. Mike also lays out characteristics in advisors to l…
…
continue reading
I am currently 57 years old and considering retirement in the next one to three years. Is this doable? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillon…
…
continue reading

1
Scaling to $300M in 3 Years: Joe Schmitz on Hyper-Focused Marketing and Team Building
36:10
36:10
Play later
Play later
Lists
Like
Liked
36:10Joe Schmitz joins The Advisor Journey to reveal how he's built Peak Retirement Planning from a solo practice to a firm with nearly 60 team members in just three years, growing to $300 million in assets under management. Joe shares his laser-focused approach to serving "Midwestern Millionaires" – clients with $1-10 million in assets who embody the h…
…
continue reading

1
Can This Family of 6 Survive the Messy Middle? | Making a Millionaire
53:00
53:00
Play later
Play later
Lists
Like
Liked
53:00Kaitlyn and Aaron’s story is a testament to what’s possible when you get serious about money. We discuss their journey through debt, family responsibilities, and tough financial truths - while creating a realistic plan to double their net worth and reclaim control. Jump start your journey with our FREE financial resources Reach your go…
…
continue reading

1
Make Your Bed: Little Things That Can Change Your Life
31:48
31:48
Play later
Play later
Lists
Like
Liked
31:48In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan. A few years later in 2014, the four-star admiral and 37-year…
…
continue reading

1
What Vets Should Know About Managing Money
31:16
31:16
Play later
Play later
Lists
Like
Liked
31:16This Memorial Day weekend we're bringing you an appearance I made on CBS Eye on Veterans, hosted by Phil Briggs. Phil had me on his show to discuss the vital steps every veteran needs to take if they want to have enough money when they’re older. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on M…
…
continue reading
I recently accepted an early retirement offer, but I have a few weeks to change my mind before it becomes official. Should I reconsider? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our pr…
…
continue reading
In this lighter (but still info-packed) Friday Q&A episode, Don tackles a mixed bag of real-world money questions—from Roth conversions and selling the family home to foreign tax credits and the emotional overload of trying to do everythingat once. Listeners wrestle with software vs. strategy, gifting real estate to their kids, and finding financia…
…
continue reading

1
Protect Your Investments and Create Income for Life
54:50
54:50
Play later
Play later
Lists
Like
Liked
54:50Advisors Ford Stokes and Sam Davis share a special Memorial Day message for listeners before discussing a quote from novelist Jane Austen. Then, they dive into exactly how annuities work and some of the best options available for those looking to establish a personal pension in retirement. -- Schedule Your Free Meeting with a Fiduciary Advisor : ww…
…
continue reading

1
John Huber - Mental Flexibility and Trying To Win The Game
1:06:19
1:06:19
Play later
Play later
Lists
Like
Liked
1:06:19The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com. Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week! 🧠 What You’…
…
continue reading

1
The Dark Side of Saving: 4 Signs You’ve Gone Too Far
34:00
34:00
Play later
Play later
Lists
Like
Liked
34:00Are you unknowingly sabotaging your present for the sake of your financial future? We reveal the four warning signs you might be saving too much - from missing out on life to straining relationships. Learn how to rebalance, find joy now, and still build long-term wealth the smart way. Jump start your journey with our FREE financial resources …
…
continue reading

1
FF5 #63 - We Remember - We Will Never Forget
6:20
6:20
Play later
Play later
Lists
Like
Liked
6:20In this episode of Friday Fiduciary Five, Eric Dyson talks about the true meaning of Memorial Day; to honor those who died serving the country, rather than celebrating personal freedoms or retail sales. Eric encourages listeners to remember and never forget the sacrifices made by service members and their families, particularly the Gold Star famili…
…
continue reading
Who better to make sense of the tariff situation than one of our favorite guests, Cullen Roche, economist, and founder and chief investment officer of the Discipline Funds, a low-fee advisory firm. An Autopsy of American Exceptionalism Three Things - China Deal Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridia…
…
continue reading
Now that my school loans are paid off, I'm wondering what to do with my extra cash flow as well as a pretty large savings account. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram:…
…
continue reading

1
AI in 2025: What’s New, What’s Next, and What It Means for You, Part Two
22:15
22:15
Play later
Play later
Lists
Like
Liked
22:15Welcome to our annual AI update! A lot has changed in just a year, and in 2025, artificial intelligence is advancing faster than ever—impacting how we work, live, and interact with the world around us. In this two-part series, we break down the biggest developments in AI, how it’s becoming embedded in our everyday lives, and what you can do to stay…
…
continue reading
Don shares a deeply personal tale from 2007 when, as an HOA treasurer, he dodged a financial landmine involving auction-rate securities—just before the 2008 crisis froze their liquidity. That real-life scare flows into a fierce takedown of today’s institutional obsession with illiquid assets like private equity, especially in university endowments.…
…
continue reading

1
Ep. #28: How Not To Invest, What To Do Instead, and Changing the Investing Mindset - Jonathan Bird, CFP®, CWS®
27:46
27:46
Play later
Play later
Lists
Like
Liked
27:46It's all too common for investors to be seduced by the illusion that careful stock-picking leads to outsized returns. Most of the time, though, the results are disappointing. Our guest, Jonathan Bird, CFP®, CWS®, explains what our clients should be doing instead, and how he plans to change the way everyone invests... by doubling the size of his pra…
…
continue reading
From what I can see, I could pay off my mortgage and still be able to live easily on Social Security and a tiny pension. Should I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Tw…
…
continue reading
Tom and Don open the show with tech woes and quips before diving into a serious discussion about the U.S. credit rating downgrade and its implications for borrowing costs and long-term debt. They offer practical investing advice in light of the downgrade—think short- and intermediate-term bonds and global diversification. Listener calls bring a col…
…
continue reading

1
X% of Americans Over 50 Have NOTHING Saved…
1:05:28
1:05:28
Play later
Play later
Lists
Like
Liked
1:05:28What happens if you turn 50 and haven’t saved a dime? We break down how to turn things around with tools like catch-up contributions, Social Security planning, and flexible retirement timelines. Then we answer your questions about profit sharing, maintaining a 25% savings rate, self-employment, and a whole lot more! Jump start your journey with…
…
continue reading

1
Episode 220 - In Light of All the Recessionary Fears
35:30
35:30
Play later
Play later
Lists
Like
Liked
35:30In Light of All the Recessionary Fears—and Oh Boy, There Are a Lot of Them—We're Going to Tackle Some of the Big Questions and Offer Some Great Advice on What You Need to Know Today: Are We Heading Into a Recession?By Brian Quaranta
…
continue reading

1
How the 3 main categories of retirement plans will impact your taxes in retirement
19:42
19:42
Play later
Play later
Lists
Like
Liked
19:42In this week's episode, we'll explore the three main categories of assets and how each type impacts your retirement plan. When will your beneficiaries have to pay taxes on anything you pass along once you're gone? Is there a category that is better tax-wise than all the others? Isn't it time to get answers to the tough retirement questions now? Joi…
…
continue reading
- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
…
continue reading
Should I leave my private sector job for a similar job with the government, one that comes with a pension? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney…
…
continue reading

1
19 Questions to Uncover Good, Bad, and Ugly Financial Advisors | Don McDonald - E107
59:25
59:25
Play later
Play later
Lists
Like
Liked
59:25Today, Jesse is joined by Don McDonald to offer a critical examination of the financial advising and annuity industries, warning retirees and near-retirees about misleading sales tactics that exploit fear - especially the fear of market losses. They emphasize the importance of working with fee-only, fiduciary advisors who are legally obligated to a…
…
continue reading
Don returns from a exhausting, comedy-of-errors flight to discuss how the markets pulled an equally wild round trip—plunging, then rebounding to the tune of $8 trillion. He and Tom break down the April stock and bond tantrum, laugh off predictions of recession, and offer practical guidance for scared investors, risk-takers, and those tempted by ann…
…
continue reading

1
Bonus Interview: Healthy Eyes, Healthy Lives: Vision Tips from the National Eye Institute
7:11
7:11
Play later
Play later
Lists
Like
Liked
7:11Guest: Dr. Chantal Cousineau-Krieger, Ophthalmologist, National Eye Institute ️ May is Healthy Vision Month, and Matt McClure sits down with Dr. Chantal Cousineau-Krieger, an ophthalmologist with the National Eye Institute, to explore how your eye health connects to your overall wellness—especially as you age. We discuss: How conditions like diabet…
…
continue reading

1
Portfolio Drift, Avoiding Capital Gains, and a $6M Retirement - 530
36:48
36:48
Play later
Play later
Lists
Like
Liked
36:48What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing for DJ in St. Louis, today on Your Money, Your Wealth® podcast number 530. Plus, Coach Dobber in Minnesota is curious about municipal bonds in a brokerage account, and Daniel in Stevensville, Michigan …
…
continue reading
In this conversation, the speakers discuss the legacy of Warren Buffett, his recent comments on market volatility, and the importance of emotional control in investing. They emphasize the need for a solid financial plan that includes diversification and proactive strategies to navigate market fluctuations effectively. To schedule your complimentary…
…
continue reading
My mom is somewhat late on saving for retirement and I want to understand the kind of shape she’s in as she prepares for the exit ramp. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: …
…
continue reading

1
When Should You Claim Social Security? 3 Decisions to Consider, Ep #240
20:02
20:02
Play later
Play later
Lists
Like
Liked
20:02Claiming Social Security as soon as you become eligible at age 62 is a common choice for Americans. While understandable, this decision can have significant, and often underappreciated, long-term consequences. For many, the urge to claim early may stem from financial necessity, lack of other income sources, or simply a desire to “get what you’ve pa…
…
continue reading