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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Podcast weblog featuring the investment wisdom and principles of John C. Bogle
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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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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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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 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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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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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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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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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
John De Goey (a podcast covering financial literacy, financial advisors & wealth)
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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Welcome to The Mark Moss Show—where we break down the old-money system and equip you with the new money protocol to create, multiply, and preserve wealth in the digital age. Hosted by Mark Moss, a Bitcoin-focused venture capitalist, seasoned entrepreneur, and educator with over 25 years of experience, this show is your blueprint for financial sovereignty. We challenge outdated financial models and explore bold strategies powered by Bitcoin, AI, decentralization, and innovation—giving you the ...
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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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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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Financial advisors, does this sound familiar? You’re barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I’m James Pollard. I’m the founder of TheAdvisorCoach.com and host of the “Financial Advisor Marketing” podcast. This podcast is rooted in timeless principles designed to help financ ...
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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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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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Welcome to the AfroEconomics with JB Bryan Podcast! Visit the website www.AfroEconomics.com for details on events, books, and membership. JB Bryan is a pioneer in the investment industry. In her podcast she shares POWERFUL financial tips. AfroEconomics is JB Bryan's Trademarked Financial Management Program based on her 10 key financial principles from her book AfroEconomics: Our Black Wealth Matters. Check her out! Get EMPOWERED!
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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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Helping you make your money last as long as you do.
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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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Welcome to Catholic Money Talk where we talk about all things money and finance. Many times we look at financial decisions and money matters in a vacuum. But here we try to look at these same items through a Catholic lens. If God made us to know him, love him, and serve him in this life so that we can be happy forever with him in the next, we need to determine how we can know, love, and serve him with our finances. We tackle topics like debt, home buying and other large purchases, insurance, ...
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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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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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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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Welcome to The Disciplined Man Podcast, where we’re dedicated to building a community of disciplined, inspired men committed to lifelong personal and professional growth. Join us on this journey of mental, spiritual, and physical development as we create spaces for difficult yet necessary conversations. In each episode, we dive deep into the principles of resilience, tenacity, and holistic growth. Our expert guests share their insights on how to navigate challenges, break free from limitatio ...
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Struggling to find practical tools that actually move the needle in your business and life? You're not alone. That’s why The Trusted Team Blog Podcast exists. Each week, we spotlight one powerful Trusted Team tool, from strategies that streamline your work, to ideas that spark real personal growth. Paired with a quick NotebookLM podcast summary, this series helps you apply simple, effective principles with confidence. Whether you're looking to build better partnerships, create more time, or ...
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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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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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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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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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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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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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Biblically-Based Estate Planning to help you avoid the long-term effects of financial mismanagement. Learn how to plan your financial future through estate planning, investments and insurance. Learn what exactly is advanced estate planning and how it can help you protect the people in your life.
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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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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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We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. This podcast also includes the Richer Wiser Happier series hosted by best-selling author W ...
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Debt Free Momentum for High Achievers: Become Debt Free, Savings Strategies, Money Management, Calendar Budgeting, Money Mindset
SanityCents by Shanalei | Calendar Budgeting Coach, Career Professional, Mom and Wife
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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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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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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Smart Wealth: Navigating Your Financial Future
Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte
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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"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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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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Most business owners avoid documenting their core business processes (even though they’re key to building a business that works without them) so we decided to do if for them. We interview industry experts and have them share their best small business systems and processes. Our team then converts those interviews into procedure templates that you can duplicated, customised and deployed within your business. It’s the quickest, easiest and efficient way to build a systemised business.
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Married couple Rick & Cassie Laymon, are both Certified Financial Planners, business owners and parents to three children in their blended family. In this podcast they will discuss Biblical financial principles and investing, and the impact of those decisions on your family. Subscribe today!
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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Retirement Planners of America's Senior Retirement Planner Ken Moraif reviews the economy and market events for July 4, 2025. Learn more or sign up for RPOA's weekly Market Alerts at https://RetirementPlannersofAmerica.com. Economic indicators and stock market performance cannot be predicted. Opinions expressed regarding the economy and the stock …
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Here, we talk about: The trap of comparison and how to escape it The habits that actually move your life forward Business, discipline, and becoming the version of you that doesn’t fold under pressure Storytelling from real-life wins, losses, and lessons Just truth, strategy, and systems that help you grow—especially when no one’s watching. Because …
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TIP734: My Investment Philosophy w/ Clay Finck
1:11:50
1:11:50
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1:11:50In this episode, Clay shares the key principles behind his personal investment approach. His approach has been shaped by over a decade of experience and lessons from great investors like Charlie Munger, Nick Sleep, and Chris Mayer. He explains how he builds a portfolio focused on high-quality businesses and long-term compounding. It’s a candid look…
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The U.S. Plan to Collapse the Dollar (It’s Not What You Think)
20:03
20:03
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20:03While the media tells you markets are crashing and global trade is unraveling. What if that chaos isn’t a failure—but a master strategy? Not to save the system—but to reset it. And here’s the thing: a reset means, there is a new system coming… and most people will be completely blindsided. But for those of us who see it coming, who understand it an…
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🎙️ A $20 Million Scam and the Opportunity That Follows
14:06
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14:06Welcome to Navigating Abundant Retirement! Today, Carol Dewey reveals how a terrifying voice scam targeting her own father exposes a rising threat — and a wealth-building opportunity hiding in plain sight. In this powerful episode, Carol breaks down how AI-driven cybercrime is evolving fast and why cybersecurity is becoming one of the most inevitab…
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133 // When loss comes, don’t let money be another burden
10:57
10:57
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10:57Have you ever avoided money conversations, only to feel overwhelmed when life throws you a curveball—like a death in the family or an unexpected crisis? In this episode, we explore why transforming your mindset around money matters far more than just managing a budget—especially when the unexpected happens. When you're grieving, disoriented, or exh…
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Ping: The Secrets of Successful Virtual Communication with Dr. Andrew Brodsky
30:22
30:22
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30:22Andrew Brodsky—a Harvard Business School doctoral graduate, award-winning business professor, management consultant, and expert in virtual communication at The University of Texas at Austin—has dedicated his career to unraveling the intricacies of virtual communication. Diagnosed with cancer as a teenager, his treatment led to a lifelong immune def…
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#186 | 5 Ways You’re Missing Financial Empowerment in Canada’s Most Vulnerable Communities—And How To Fix It
21:43
21:43
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21:43Are you only thinking about financial literacy in terms of dollars and cents—and missing the people behind the numbers? This episode dives deep into how financial literacy and empowerment are evolving in Canada, especially for marginalized, neurodivergent, and underserved populations. John welcomes William Moores, President of CAFE (Canadian Associ…
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Retirement Breaking News: The 4% Rule Gets a Makeover
12:39
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12:39The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision? In this episode, De…
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Today we are answering a questions about HSAs. We spend time really getting into the details of what an HSA is, who might want to use it when, contribution limits, and what the pros and cons of using an HSA are. We also answer a question about the thrift savings plan and what to do with your retirement accounts when transitioning into active duty i…
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Talking about Independence with Greg Kraminsky
30:23
30:23
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30:23In this episode, Colin and Steve sit down with longtime friend and former partner Greg Kraminsky to reflect on their transition to independence, why they made the move, how it's going, and what it’s meant for the people they work with. They share what it’s like to step away from the familiar and what they have gained in the process.…
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Here a financial planning tips to follow for the back half of the year.
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Declare Your Financial Independence: A Mid-Year Check-In for Business Owners & Investors
17:10
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17:10What if this July wasn't just about celebrating freedom from a king 249 years ago... but about declaring your own freedom from financial stress today? In this powerful mid-year episode, we're challenging you to write your own Declaration of Financial Independence. Whether you're a business owner tired of cash flow rollercoasters or an investor read…
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BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin Podcast
1:28:36
1:28:36
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1:28:36James and Preston dissect the evolving cryptocurrency landscape—from market structure transitions and on-chain data missteps to Bitcoin mining incentives and the cutting-edge strategies behind Bitcoin Treasury companies. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:47 - Lessons learned from the 2020-2021 crypto cycle 04:59 - Why the crypto market…
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In Episode 4 of the ‘Money and Me’ season, Simon and Bex discuss strategies for anticipating and dealing with personal financial emergencies that can arise in life. Some key points of interest covered in this episode include the following: In response to a question from Bex about factoring life’s uncertainties into our financial planning, Simon div…
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How To Use AI For A More Profitable Practice
13:21
13:21
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13:21Everyone’s talking about AI, but most advisors have no clue how to actually use it to their advantage. This week, I’m breaking down exactly how I’m using AI tools, specifically ChatGPT, to save time, reduce staff overhead, and improve communication with clients. You’ll hear real examples of how AI has replaced hours of busywork in my own office, fr…
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Thank you for joining me today. I’m James Derrick, President of Smedley Financial Services. Joining me today will be Sharla Jessop. After helping so many of you prepare and transition into retirement, we have the honor of celebrating Sharla’s career with one final interview.
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Our guest Jon Potts has over 40 years in the precious metals industry. He discusses the historical and current significance of gold as an investment.
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Ep 15: Mutual Funds vs. EFT's: Why We Don't Always Choose the Cheapest Option
26:54
26:54
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26:54💭 "If one of your investment principles is reducing costs, why do you still use mutual funds when ETFs are cheaper?" That’s the thoughtful listener question that kicks off this episode—and it leads to a wide-ranging discussion about value, strategy, and what really matters in long-term investing. Join Landis Wiley and Allen Wallace as they unpack w…
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#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor
4:28
4:28
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4:28Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity? In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in…
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MtoM #229: Intensivist Goes into the ICU and Comes Out a Millionaire and Finance 101: How to Know Where You Stand Financially
22:56
22:56
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22:56Today we are talking to a pulmonary and critical care doc who is returning to the podcast for a second interview. He has achieved several milestones including paying off his student loans and becoming a millionaire. This doc also had a big health scare that landed him in the ICU for a week with a 6 week recovery after he got out of the hospital. He…
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Send us a text We spoke about this last year; let's review it again. Here is a replay from last year. What is a Legacy File? A Legacy File is a way to show our family that we love them after we are gone. In this episode, I walk you through what belongs in your Legacy File. Here is a link to my Legacy File Checklist. Support the show Get in touch wi…
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One of the most common questions I get from financial advisors is, “How can I be more productive?” The reason is simple: Your productivity directly influences how much money you can make (and how much money you miss out on). But here’s the problem: Most productivity books and coaches layer on the fluff because they don’t actually want you to get mo…
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The Recession Was a Lie—Here’s What’s REALLY Coming!
23:20
23:20
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23:20The headlines say the economy is crashing again... but what does the actual data say? Because when I dug into the numbers myself... what I found was shocking. It’s nothing like the headlines would have you believe. In fact—there’s one stat that could flip the entire narrative upside down. If you’re just doom-scrolling headlines and sitting in fear,…
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TIP733: How Warren Buffett Became Warren Buffett
1:14:07
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1:14:07On today’s episode, Kyle Grieve discusses how Warren Buffett evolved from a young entrepreneur with an intense fascination for numbers into one of history’s most disciplined and independent investors. The episode explores the key influences, early lessons, and defining choices that shaped his unique approach to business and capital allocation. IN T…
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TIP732: The Mindset and Skills That Build Investing Legends w/ Ian Cassel
1:28:54
1:28:54
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1:28:54On today’s episode, Kyle Grieve chats with Ian Cassel about what separates good, great, and GOAT investors by breaking down the five core skills of stock picking. We'll also explore how elite investors evolve, avoid common traps, and develop underappreciated edges that compound into long-term outperformance. IN THIS EPISODE YOU’LL LEARN: 00:00 - In…
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The Global Monetary System Is a Trap, Here’s How to Escape | Peruvian Bull
46:59
46:59
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46:59The headlines say the economy is crashing again... but what does the actual data say? Because when I dug into the numbers myself... what I found was shocking. It’s nothing like the headlines would have you believe. In fact—there’s one stat that could flip the entire narrative upside down. If you’re just doom-scrolling headlines and sitting in fear,…
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Why Don’t Most Financial Planners Plan Finances?
10:31
10:31
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10:31What do you call a financial planner that does not plan finances? I know that sounds funny. But it is an important topic to understand. Most people assume that when they hire a financial planner, they're getting a personalized roadmap for their financial life. Yet surprisingly, that’s often not the case, and it can have a huge impact on your future…
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The Fed, the Feud, and the Future of Tesla
10:06
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10:06Welcome to Navigating Abundant Retirement! In today’s episode, Carol Dewey breaks down the latest decision from the Federal Reserve—and the fiery reaction it sparked from former President Trump. 🔍 What You’ll Learn in This Episode: ✔️ Why Trump is attacking Fed Chair Jerome Powell—and why Powell isn’t budging on interest rates. ✔️ The real reason b…
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3rd Edition of Humble Inquiry with Peter A. Schein
41:02
41:02
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41:02Peter A. Schein is the co-founder and CEO of OCLI.org in Menlo Park, California. He is a contributing author to the 5th edition of Organizational Culture and Leadership (2017). With Edgar H. Schein he is co-author of Humble Leadership (2018, 2nd ed. 2023), The Corporate Culture Survival Guide, 3rd ed. (2019), Humble Inquiry, (2nd ed. 2021 and 3rd e…
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#184 | Why Working With a Financial Planning Consultant Can Transform Your Wealth Strategy
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22:01Do you really need a financial planner—or can you do it yourself and still build lasting wealth? If you’ve ever second-guessed the value of hiring a certified financial planner, this episode might change your perspective. In this deeply personal and practical conversation, consultant and speaker Doug Dvorak shares how decades of professional succes…
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Target-Date Funds: The Good, Bad & Misunderstood
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12:52Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one? In this episode, Dennis breaks down the good, the bad, and the misunderstood aspects of target-date funds.…
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Is Your Retirement Plan Built for the Long Haul?
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16:03Living a long life is a blessing, but without the right financial plan, it can become a challenge. In this episode, Nathan unpacks how longevity multiplies risk in retirement, including market volatility, health care costs, and Social Security. He shares how some unexpected, real-life curveballs forced tough conversations with clients, and what you…
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Today we are sharing one of our fan favorite sessions from WCICON25. Several of our White Coat Investor Columnists joined Dr. Dahle on stage for a discussion about spending extravagantly. They shared what intentional spending looks like and how their view of extravagant spending has changed over their career. They also answer audience questions liv…
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Summer Stewardship: Spending Wisely During Expensive Seasons | SLW #171
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13:57Send us a text In this episode, financial advisor Mark Trice offers practical wisdom for navigating the high costs of summer through the lens of biblical stewardship. From family vacations to rising utility bills, summer can be one of the most expensive seasons of the year, but it doesn't have to derail your financial plan. Mark shares timeless pri…
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𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴. 𝗟𝗶𝘃𝗶𝗻𝗴 𝗶𝘁 𝗶𝘀 𝗮𝗻𝗼𝘁𝗵𝗲𝗿. Colin sits down with Greg Kraminsky, longtime advisor, recent retiree, and returning voice to the podcast, to talk about the shift from planning retirement for clients… to living it himself. From navigating long, unstructured days, to finding purpose beyond work, and to why financial peace of …
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Recession-Resilient & Inflation-Resistant Businesses: Strategies for Certainty
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33:17What happens when economic chaos hits, but you're financially trapped by your own "responsible" planning? Victor lost his first business in 2008 because he had $2 million in net worth but couldn't access cash when he needed it most. When he rebuilt, he did something different. During the pandemic, when competitors were closing or taking on crushing…
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BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast)
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1:03:17Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk. They dive into the STRIVE report, debate traditional financial models, and propose new frameworks for evaluating assets in a Bitcoin-denominated world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro…
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In the third episode of the ‘Money and Me’ season, Simon and Bex talk about practicalities (including processes as well as tools) that can help us to manage our money well. Some key points of interest covered in this episode include the following: Simon starts off by commenting that because people deal with issues in different ways, there is not a …
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06.22.2025 I Biggest Mistakes People Make with Money
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42:42The biggest mistake that people make with their money isn’t always what you might think.
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Rails, Roads & Ports: The future of the South African Transport industry: PSG Think Big Series
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34:06Barbara Creecy: Minister of Transport Facilitated by Alishia Seckam: Broadcast and financial journalist. In July 2024 Ms Barbara Creecy was appointed as the Minister of Transport in the new Government of National Unity. Ms Creecy served as the Minister of Forestry, Fisheries and the Environment between 2019 and 2024. In November 2019, Ms Creecy was…
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62 | Bite-Sized Budgeting 3 of 10: Debt Reduction & Savings Strategies: Proven Family Budgeting Tips for Financial Security
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14:48Ready to kick debt to the curb and build a safety net for your family? This episode reveals practical, family-friendly strategies to pay off debt faster, grow your emergency savings, and prepare for unexpected expenses. Learn how to turn everyday habits into powerful financial wins and create a secure future together. Whether you’re just starting o…
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E67. New Levels, New Devils: My Encounters with the Adversary and How to Stand Firm
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40:19In this powerful and personal episode, Jared Sorensen shares his testimony, heritage of faith, and real-life encounters with spiritual opposition. Drawing from his experience as a missionary, church leader, and disciple of Christ, Jared discusses how Satan subtly attacks us—especially when we level up in faith, leadership, or personal growth. You’l…
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#183 | How Financial Planning Is Becoming a Profession — And Why Evidence-Based Advice Matters
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6:07Are you asking the right questions before taking financial advice? Most people assume their financial advisor is giving well-researched guidance — but is it actually backed by data, or just dressed-up sales? In this episode, we explore the major difference between selling financial products and offering evidence-based financial planning. With insig…
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MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds
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28:53Today we are talking with Wendel Topper, our audio visual guru here at the White Coat Investor. He is sharing his story of his financial awakening and slowly learning through osmosis after he started working for WCI. In just five years he and his wife have paid off their mortgage, reached a $500,000 net worth, bought a car with cash and so much mor…
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Most people think prospects and customers buy based on price. But they’re missing something important. And if you’re missing it too, it’s definitely costing you clients. But don’t worry, because in this episode I’ll share this missing piece and show you how to use it to get more high-value clients. I’ll also help you see how to differentiate yourse…
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