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PSG Financial Services

PSG Financial Services

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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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The Financial Answer is hosted by Nathan O’ Bryant, founder of O’Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear exp ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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The Spend Life Well Show

ClearVista Financial

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ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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Welcome to the Steadfast Wealth Planning Podcast, where faith and financial wisdom come together to help you build a prosperous future. Hosted by Cody Stansell, Owner and Senior Wealth Advisor, this podcast offers expert advice on Christian-based financial planning for individuals, families, and business owners looking to create a life of purpose and fulfillment. In each episode, we cover a range of topics, including investment strategies, tax planning, retirement preparation, and wealth man ...
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Your Money Radio

Wealth Enhancement Group

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If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.
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The Startup Podcast

Yaniv Bernstein, Chris Saad

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A guide to the unique mindset and approach that drives Silicon Valley style disruption. Build product, raise money, and scale your startup like the best. TSP hosts Chris Saad and Yaniv Bernstein share practical advice based on decades of experience at Google, Uber, and their own startups.
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How does Christian teaching on managing our finances well tie in with the modern UK financial system? Your hosts, Simon Glazier & Bex Elder, will help you navigate the key issues of financial planning and advice with reflections on, and references to, key biblical principles that should underpin our approach to money, wealth and possessions.
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Tune-in along with our 6,000-8,000 listeners each month for the Wealth & Wisdom! The wisest among us will tell us that money and wealth are important, but alone they will not make you happy or your life a success. Success and happiness require wisdom and wisdom comes from cultivating a learning mind set, a strong drive to always do better and by surrounding yourself with people who can teach or inspire you. Ben Law spent over 20-years working with successful business owners and farming famil ...
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Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®

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There are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market. But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It’s overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals. That’s why many step away from conventional financial thinking: It doesn’ ...
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Free Lunch

Canvas Wealth

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Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approa ...
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Afford Anything

Paula Pant | Cumulus Podcast Network

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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Power Up Wealth

Smedley Financial

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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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Freedom To Retire

Jim Cipriotti

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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Welcome to Preparedness Pro where being prepared isn't about fear—it's about freedom! I'm your host, Kellene, and every episode we explore the peaceful principles of preparedness and self-reliance. No gloom, no doom, just practical solutions for everyday living that help you become more independent and prepared for whatever life brings your way. From kitchen skills to financial wisdom, emergency planning to sustainable living, we're building a community of capable, confident people who under ...
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Orion's The Weighing Machine

Orion Portfolio Solutions

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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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The Point Podcast

Basepoint Wealth

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Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management. We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener ...
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✈️ The Zero To Travel Podcast has been downloaded 12+ million times and named a "Best Travel Podcast" by The Washington Post, Travel + Leisure, The Telegraph, and Forbes. Packed with life-changing perspectives, inspiration, and practical advice for everyone from travel newbies to nomads, this podcast will give you everything you need to travel the world on your terms, regardless of your situation or experience. Welcome to our amazing global listening community! Since 2013, "Travel Ambassador ...
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"The Bridge to Knowledge" is a podcast that explores how economics, finance, and global events shape our personal lives and public choices. Hosted by David Barol, the show connects practical financial topics like budgeting, real estate, and investing with broader conversations about trade, inflation, and government policy. David brings a thoughtful, grounded perspective rooted in his background in finance and his interest in the forces shaping our world. With interviews from diverse voices a ...
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Smart Wealth: Navigating Your Financial Future

Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte

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Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every week, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics includ ...
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Baptist Management System (BMS) is an improvement system that focuses on creating a holistic management system built on purpose, people, and process. BMS exist within the overall operating system of Baptist Memorial Health Care. BMS promotes and is based on the following 11 Guiding Principles: Respect, Humility, Trust, Empathy, Perfection, Process Focus, Scientific Thinking, Quality at the Source, Flow and Pull, Constancy of Purpose, Systemic Thinking. As we embed the 11 Guiding Principles i ...
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No fluff. No theory. Just real conversations with real business owners doing real numbers. Hosted by entrepreneur and exit strategist Justin Goodbread, DecaMillionaire Decoded helps service-based business owners scale past $10 million in enterprise value. Each episode delivers hard-earned strategies, honest insights, and tactical advice from those who have built, scaled, and exited companies at a high level — and from experts who coach them. Through direct interviews and expert breakdowns, J ...
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The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "Open Exam Prep" is your ultimate companion for mastering the exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement so ...
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Advancement

Cairn University

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Advancement is a podcast from the Office of Advancement. Planned Giving Officer Keith Johnson helps listeners understand financial principles, and establish practical and godly wealth management habits.
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Hey! This is Carol Dewey I’m excited to be bringing you Navigating an Abundant Retirement. This show is going to be your GPS to the principles to create a more worry-free retirement with less stress…... In this podcast you will: 1. Get crystal clear on your destination 2. Identify the biggest retirement obstacles retirees now must overcome 3. Gain new mindset to retiring abundantly 4. Have new solution to retiring abundantly AFTER THE EMBRAER 176 touched down at Chicago O’Hare, I put the dra ...
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Join Jolie Harris for practical tips, personal stories, and helpful interviews that help you navigate money God’s way. She'll cover topics like debt-freedom, budgeting, biblical stewardship and more to help you thrive in your personal finances and beyond. Each episode makes biblical money principles feel simple, so you can say goodbye to financial anxiety and step into all that Jesus has for you with your money, spiritual growth, and beyond. You’ll leave feeling hope-filled and empowered on ...
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Jared is passionate about sharing his knowledge and experiences with other farmers and ranchers to help them achieve their goals of profitability to be truly regenerative and "regenerational" to involve the next generation. Through the Profitable Steward Podcast, he provides a platform for experts in the field of regenerative agriculture to share their insights and best practices, as well as for other successful farmers and ranchers to share their stories and lessons learned.The focus of the ...
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Center for Generosity Podcast

Mitzie Schafer, CFRE & GSB Consultant

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We are equipping nonprofit leaders with best practices and resources that grow generosity to enhance your mission. In each episode, we tackle a topic related to growing generosity to your nonprofit and answer the three most critical questions for success. Our promise to you is that we won't take up a ton of your time - you have donors to cultivate - and we will give you actionable items you can start using right away. We will focus on foundational donor first principles and best practices. T ...
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>Do you want to feel good earning, giving, spending and stewarding money so you can earn more without fear, sell confidently and reach your goals faster? > Do you want to let go of your poverty and scarcity money mindset with biblical principles? > Are you a faith filled female entrepreneur or professional who wants to increase your income, feel good having money, make a bigger impact and honour God with her finances and lifestyle? > Are you tired of doubting yourself and feeling like an imp ...
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The Urban Property Investor podcast with host Sam Saggers brings together the latest news, strategies and ideas to help grow your personal wealth from investing in real estate. With a major premise to help you join the 1% of people who achieve financial independence, Sam Saggers advocates ways to replace your income, invest in property and retire rich using trends that form part of the urban landscape. The Urban Property Investor Podcast uncovers answers to the critical “what” “why” “where” ...
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Do you want to live a fulfilled and meaningful life? In this podcast, Jonathan introduces his principles for living a fulfilled and meaningful life, as well as sharing the key financial and wealth planning strategies you need to focus on to achieve this.
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If your family makes good money, but it just doesn’t feel like it, Debt Free Momentum for High Achievers is for you! In fact, 8 million people earning over 6-figures are living paycheck-to-paycheck and it’s time we changed that for you. This podcast is for you if are asking... > How to stop overspending > How high earners can get out of debt > How to do budgeting for high income earners Hi! I’m Shanalei, a budgeting coach who specializes in strategic money methods to break free from debt and ...
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Taming the Financial Chaos

Matt McCoy CFP®, CRPC®, AWMA®

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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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Embark on a financial journey with our podcast, "Unlocking the Secrets to Financial Success: A Deep Dive into Building Net Worth." Whether you're a seasoned investor or a beginner, discover essential strategies to enhance your wealth. Explore net worth principles, smart investments, income generation, and debt management. This episode empowers you with financial education, ensuring you make informed decisions. Plan for a secure financial future with insights into retirement and estate strate ...
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Plan B Success

Rajeev Mudumba

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Do you have a plan for your life? To be successful, make money and grow your business and career! Have things gone as planned? Are you left feeling lost and unfulfilled? I'm not in the business of selling you a plan B. I want to help you find your purpose, passion, and success in life so that you can ditch planning for good and start executing and seeing the results you DESIRE! Here, I share what you need to do irrespective of whether it's your Plan A, B, C, or D; and how you can find succes ...
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Coachable Wealth

Morton Brown Family Wealth

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Coachable Wealth is not just another finance podcast; it's a dynamic blend of sports fandom and financial wisdom, curated to empower you to transform your wealth-building journey. Hosts Jon, Cody, and Sean combine their backgrounds as athletes, coaches, and financial advisors to offer a unique perspective on sports and finance headlines. With a firm belief in the transformative power of coaching, the hosts are dedicated to helping you strengthen your relationship with your financial advisor ...
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Brian Lofrumento reveals everything you need to go from wantrepreneur – or someone who WANTS to own their own business – to a money-making, action-taking entrepreneur. Discover exactly how to start a business and build a raving audience of fans and customers who want to buy your stuff, and learn exactly how to best serve your customers and clients by building a customer-centric line of products and services. Brian has built multiple six-figure businesses, including a six-figure SEO agency at ...
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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.
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In this episode, we dive into the current state of the Brisbane real estate market, exploring key indicators, trends, and the significant impact of the upcoming 2032 Olympic Games. From topics like the unique position of Brisbane in the real estate cycle, the effects of population growth and migration, and the dynamics of the rental market. We high…
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Send me a text! (I might answer you in an episode) How do we align our finances with God's Word? On this episode we'll explore what it truly means to make Jesus the Lord of our finances. You'll learn four key principles and how they unlock God's blessings. Plus, grab my free budgeting template to help you get started on your journey to financial st…
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What happens when you take a grand piano into the wild and let nature lead the performance? Hunter Noack is a classically trained pianist and the founder of IN A LANDSCAPE, a one-of-a-kind outdoor concert series that brings a 9-foot Steinway grand piano into the great outdoors. Instead of setting up traditional speakers at every show, audience memb…
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In this conversation, Jim Cipriotti discusses various aspects of retirement planning, focusing on market reactions to tariffs, investment strategies, tax planning techniques, and the importance of annuities and income planning for retirees. He emphasizes the need for a diversified portfolio and the significance of understanding one's financial inst…
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If you think business growth is just about making small tweaks, think again. Eli Glanz, founder of Workflow Architects, isn’t in the business of process improvement—he’s in the business of process reimagination. In this episode, Eli shares how he helps companies move from inefficient workflows to scalable, tech-powered growth systems. His unique fi…
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Eva is approaching financial independence, but she’s worried about messing up the transition. How does she set her portfolio up for success during the drawdown years of early retirement? Former financial planner Joe Saul-Sehy and I deep-dive into this question in today’s episode. Enjoy! P.S. Got a question? Leave it here. Episodes about the Efficie…
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Today on the podcast, Rusty and Robyn are joined by Jeff Brooks, Senior Wealth Strategist with the Specialist Consulting Group at JanusHenderson Investors. Jeffrey R. Brooks is a Senior Wealth Strategist with the Specialist Consulting Group at Janus Henderson Investors. Jeffrey brings to his role years of experience in both the practice of law as w…
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www.centerforgenerosity.com www.gsbfundraising.com Strengthening charitable causes to change the world through generosity. For nearly 50 years, GSB has provided effective counsel to a wide array of non-profit entities, including congregations, camps, healthcare systems, colleges, and other agencies. We have established a formidable reputation for e…
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Can AI really design your home? 800,000+ users have already ditched their architects thanks to Maket, a startup using AI to simplify renovations from floorplans to permits. In this Spotlight episode, Maket founder Patrick Murphy delivers a mock version of the real pitch that secured $2M in funding from top investors including Reid Hoffman’s Blitzsc…
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In this episode, Jared Sorensen sits down with Trinity Vandenacre—Montana cowboy, content creator, and the voice behind Life in the West to talk about the real-world challenges ranchers face today — from rising costs to land access and the struggle to keep family operations going. They dive into the growing trend of selling directly to consumers, h…
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In this episode, Justin highlights key points of his conversation with wealth advisor Nick Agarker, covering the importance of viewing the IRS as a business partner, the critical role of a competent tax advisor, and the significance of gratitude and discipline in business success. Learn more about Relentless Value Coaching: https://www.justingoodbr…
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Marcus Blair, founder of Omega Business Solutions, joins us to dive deep into how entrepreneurs can use tech intelligently to scale. From custom AI deployments to process optimization, Marcus isn't just chasing shiny objects—he’s solving real business problems with tailored digital solutions. His story of launching a business during COVID, combined…
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Today we are talking with an ER doc who is celebrating getting his financial life in order. He shares his journey of hiring a trustworthy financial advisor and realizing how much he didn't know. He had a general understanding of what he should be doing to build wealth but found he was grateful to have someone help set him up for success. He added t…
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Do you base your investment decisions on today’s headlines — or centuries of history? If you’re making wealth decisions without reflecting on capital market history, you could be flying blind. In this episode, we explore why understanding the past—like Japan’s 33-year market recovery and the stagflation of the 1970s—should shape how you invest duri…
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What if investing wasn’t confusing or intimidating, and instead it was simple, smart, and accessible? Eugene Yashin is on a mission to make that a reality through Holistico, a revolutionary platform that brings Wall Street-grade financial tools and AI insights to everyday investors. With over 20 years of experience as a portfolio manager and the fo…
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In this episode, Eddie Yi, founder of Ditans Group, shares how he blends marketing strategy, business psychology, and operational infrastructure to help businesses grow smarter. With a background in healthcare operations and a deep understanding of digital marketing, Eddie walks us through the frameworks he uses to diagnose business bottlenecks and…
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#608: At age seven, Robert Rosenkrantz made a decision that would shape his entire life: he would take full responsibility for his future. As a child, Rosenkrantz watched his parents struggle financially. His father was unemployed for two years, and his mother worked as a drugstore clerk. Their financial insecurity was painfully obvious to young Ro…
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In this episode, we dive into the world of strategic planning with Adam Wolford and Sophia Shaw, the co-founders of PlanPerfect—a technology-driven platform making strategic planning accessible and actionable for nonprofits. With deep expertise in both nonprofit leadership and tech innovation, Adam and Sophia share how they’re bridging the gap betw…
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How Do I Create A Retirement Income Plan That Lasts? Retirement planning goes far beyond simply saving money—it requires a strategic approach to creating sustainable income that lasts throughout your golden years. In this enlightening episode, Senior Wealth Advisor Cody Stansell breaks down the essential components of building retirement income tha…
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What Are The Biggest Mistakes People Make When Withdrawing From Retirement Accounts? How you withdraw from your retirement accounts is just as crucial as how much you save—possibly even more important. This fundamental truth sits at the heart of our latest conversation with Cody Stansell, who reveals why many retirees struggle despite substantial s…
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What happens when Apple hints that Google’s search dominance may be cracking, triggering a $155 billion wipeout in Alphabet’s value? Many still think Google search is untouchable, but a shift in user behavior and a few lines in DOJ testimony may signal otherwise. In this episode, Chris Saad, Yaniv Bernstein, and Amir Shevat explore how Apple’s reve…
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What if your backyard could grow more than just grass and HOA complaints? In this inspiring episode of Preparedness Pro, we dig in with lifelong grower and founder of UrbanFarm.org, Greg Peterson—a man on a mission to transform our broken food system one seed, one garden, and one neighborhood at a time. He’s talking permaculture, urban farming, see…
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Would you skateboard nearly 1,000 miles across the U.S. with no real plan, just to see what would happen? Mike Kosciesza did just that with three friends and a dream to make a documentary out of it. Back in 2008, these four 20-year-olds set off from Chicago with their skateboards pointed toward New York City. A decade later, that wild ride became S…
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Have you ever felt like you’re just waiting for more time or money before you can finally move forward in obedience? In this episode, we talk about what’s really going on when the thought “I don’t have enough” keeps circling in your mind—and how to shift out of that stuck place using Biblical truth. 🌟 This episode's highlights include: The sneaky w…
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Dr. Julie M. Smith is a trailblazer in large-scale organizational behavior change. Her methods have garnered global awards and are backed by a wealth of case studies featuring organizations of all types and sizes. She has helped organizations identify and execute a wide variety of Vital Behaviors, from key behaviors related to executive decision ma…
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Today, we’re talking about Type A personalities. If you’re driven, competitive, and goal-oriented, then you’re likely part of the club that struggles during difficult markets. When things get tough, your instinct is to work harder, push more, and fix the problem. But, as Nathan reveals in this conversation, when it comes to investing, that instinct…
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In this episode, we explore the journey to becoming a Deca Millionaire with expert Nik Agharkar. Discover the essential strategies for scaling your business beyond $10 million and learn how to navigate the complexities of tax planning, succession, and wealth creation. Join Justin Goodbread as he engages in a candid conversation about the mindset an…
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When markets crash or headlines scream doom, it’s not just your portfolio that feels the stress, your relationship can too. If you and your spouse see risk differently or struggle to stay on the same page during financial turmoil, you’re not alone. In this episode, Dennis shares practical wisdom on navigating money conversations when fear, confusio…
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In this episode, we’re diving deep into data-driven lead generation and how business owners can stop wasting time on the wrong prospects. Calvron Wachter, an expert in targeted lead generation and business development, shares his strategic approach to finding, engaging, and converting high-value customers using data—not guesswork. If you’ve ever fe…
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Today we are turning the tables and Dr. Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. We turn away from our usual pattern of answering technical questions and instead Tyler asks Jim about his views of money growing up, lessons he has learned along the way and how he views money now. We talk about his upbringing and raising his o…
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Introducing something new and powerful… This episode marks the launch of Agricoach Wealth & Wisdom MINIs— short, sharp, solo episodes released fortnightly between our usual deep-dive guest interviews. These bite-sized sessions are designed to give high-performing farming families a straight-talking dose of insight, strategy, and mindset — fast. Eve…
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Send us a text A financial plan is more than numbers—it's your roadmap to a secure, meaningful future. In this episode, our advisors break down the 7 essential components of building a strong financial foundation. Whether you're just starting out or refining your strategy, this episode will help you make smarter decisions, build confidence, and mov…
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Are your portfolios actually protecting clients—or just following outdated advice? Despite advancements in behavioral finance, most advisors still follow legacy strategies that ignore how real investors actually behave under stress. In this episode, Philip Toews joins us to challenge the conventional 60/40 portfolio and offer a behaviorally informe…
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Are your eyeballs begging for mercy? Is your attention span shorter than a TikTok dance trend? You’re not alone—and you might be digitally fried. In this punchy episode of Preparedness Pro, we sit down with a certified life coach and digital addiction expert who’s helping us undo the damage our screens are doing to our brains, bodies, and relations…
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Are you stuck in a business plateau despite working harder than ever? This episode reveals why proper financial systems are the missing key to unlocking sustainable growth and higher profitability. We share real stories of entrepreneurs like Rachel and Marcus who transformed their struggling businesses by implementing three critical financial frame…
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How do you measure the real value your business delivers? In this episode, Zach Hawley, founder and CEO of SteerCo, shares how he's transforming the way companies track customer success, collaboration, and ROI. After leaving a high-paying corporate job, Zach saw the struggle businesses face in proving their value to customers—and he set out to fix …
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In the second bonus episode of this season on ‘Making Things Happen: Churches, Charities and Money’, Dr Yekemi (Kemi) Otaru shares her experiences of dealing with faith and finance challenges in her role as CEO of Aberdeen charity, Somebody Cares. Some key points of interest covered in this episode include the following: Kemi introduces herself, ex…
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