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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
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 ...
 
This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
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.
 
Welcome to Celebrity Financial Advisors Marketing Minutes with Meaghan Howes. It's my goal to educate, empower, and equip financial advisors to become their own in house marketing ninjas! From learning how to Fill Seminars with Facebook ads to creating your own in-house green-screen studio on a budget, I will help you celebrity brand yourself in your local market so you can out rank your competitors! You have a voice...it's time that voice is heard!
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
McBeath Financial Focus is a monthly feature series, presented by Krista McBeath of McBeath Financial Group, a financial services company located in Bloomington Normal, IL. the Focus series highlights prominent local specialists focusing on a specific topic where financial services/retirement planning intersects with their field of expertise. We’ve chosen guests that are respected community members in their field that can offer solid advice, as well as entertain! Krista McBeath is the founde ...
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing str ...
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
In Angles, a personal finance podcast, Anglia Advisors founder Simon Brady CFP® and his guests talk about what younger professionals and foreign nationals in the US need to know to successfully getting their personal finances in order and build towards financial security, often by just adjusting your mindset, using new technology or learning to ignore the BS conventional wisdom and myths put out by the financial media & Wall Street.This podcast is informational only and should not be used as ...
 
A weekly podcast that discusses Benefits and Pension, Financial Planning, Human Resource Management, and HRIS and Payroll. Based in London, On, Selectpath takes a customized approach to help every client define their goals and overcome their roadblocks. We have been in business for over 20 years and have the expert team of advisors, specialized knowledge, and industry relationships to get you to your destination.
 
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show series
 
A conversation with Lori Van Dusen, Founder and CEO, LVW Advisors It’s interesting how many advisors we talk with share how they’ve “grown up” in the business. Some had family members who were brokers, while others had “financial mentors” who provided formative knowledge and real-world experience. For Lori Van Dusen it was the latter. Her interest …
 
On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on risk. Our everyday activities involve many risks we accept as part of life. But when risk becomes a fear, that’s more about feelings of uncertainty. Whether a fear of sharks keeps you from swimming in the ocean, or fear of loss keeps you from investing, Ryan and Matt attem…
 
Patty Kreamer is the co-owner of Productivity Uncorked, a productivity coaching firm that specializes in helping financial advisors become more organized and efficient so that they have more time to focus on what is really important in their personal and professional lives. At the heart of their methodology is a focus on prioritizing the things tha…
 
Recent headlines have people thinking more about investing for inflation. It's the most recent economic worry, but there's always something to scare or concern investors. Think about the last 16 months. We've had: COVID Crash 2020 Election Reddit/Robinhood/Gamestop Crypto Volatility Now it's inflation. But it's a good reminder that listening to the…
 
It seems more and more headlines are trying to scare everyone into thinking no one is qualifying for Public Student Loan Forgiveness, or PSLF. That's why Ryan brought back Joy Sorensen Navarre to help put those fears to rest and help navigate how this loan forgiveness process works. Do you need help making a prudent decision about your disability i…
 
If you’re getting close to 50, you’re well on your way to retirement. You’ve got situations to look at, several possible mistakes you’ve already made, and some time to solve them–but the longer you wait, the worse the damage might be. Though today’s episode was made with the Gen Xers in mind, there is plenty of advice that will work for those of yo…
 
A, who is a fantastic member of the community, is straight-up rocking his finances as a resident. Ryan and Kayse are always excited to hear about a resident that has figured out how to put their finances in order. It's so important to make sure that you focus on the items that are in your control now because it makes it that much easier to manage f…
 
Anyone buying or selling a house in Madison – and likely even those who aren't – know that the residential real estate market has been hot. But are we in the midst of a Madison housing bubble or is this trend here to stay? Nate, who has a strong background in real estate, and Mitch welcome Associate Broker Matt Winzenried from Matt Winzenried Real …
 
On this episode of the Dentist Money™ Show, Ryan interviews attorney Nathan Jay Kavlie of Thoughtful Wills. On the show, Nathan and Ryan go document-by-document over what’s needed to preserve the estate you are working so hard to create. Estate planning can seem complicated, but Nathan explains why he doesn’t believe it should be by illustrating ho…
 
Jamie Bosse is a financial planner with Aspyre Wealth Partners, an RIA based in Kansas that oversees nearly $500-million in assets for 275 families. Jamie is also the Money Boss Mom, having been able to balance her responsibilities within the firm while also writing a series of children’s books on personal finance, and a soon-to-be-published adult …
 
Ryan has received a ton of emails and questions about student debt over the past few months. That's why he has brought on the wonderful Joy Sorensen Navarre from Navigate Student loans to talk about what to do when you're just starting to pay back student loans. Whether you're a starting residency or are now a brand new attending, if you're trying …
 
Many investors make the mistake of planning retirement based on a lump sum, not their need for income. This is backwards and can lead to uncertainty. Listen as John Kuykendall discusses the importance of income planning & insurance on this week’s episode.Di John Kuykendall
 
Batman and Robyn are in a really great position financially. They're investing, they have a healthy income, they're paying down debt... so nothing can go wrong, right? For other doctors who are dreaming about living their lives to the fullest with their healthy incomes, we caution to focus on saving enough money now to retire and spend money later.…
 
A conversation with Kurt Miscinski, President, Cerity Partners What do you get when you cross a successful wealth management executive with a New York billionaire? You get a spectacular $31B firm. For Kurt Miscinski, his meeting with New York-based billionaire and entrepreneur Howard Milstein could possibly be called serendipitous. Because at that …
 
On this episode of the Dentist Money™ Show, Ryan and Matt take on crypto. It’s the latest investment obsession with vocal fans … and detractors. On this show Ryan and Matt offer advice to dentists on what they believe should be your crypto strategy. Wondering about investing in Bitcoin or the “Doge” (or just wondering what the fuss is all about), t…
 
Michael Goodman is the Founder and President of Wealthstream Advisors, a family RIA based out of Manhattan that manages over $1-billion in assets for 350 client families. Michael first started his career as a CPA before transitioning to financial planning and building a firm that will outlast his retirement. Listen in as Michael shares his unique j…
 
You may have heard a lot on the news about President Biden’s tax plan. Are you worried about how it will affect you and your tax situation? In this episode of Financial Symmetry, Grayson Blazek helps to demystify Biden’s tax proposal. You’ll learn how you may be affected and whether or not you should be worried. Don’t wait until April 15 to start y…
 
Memorial Day weekend is when we pay special tribute to those that have fallen and given the ultimate sacrifice in honor and service of this country. Tune in this week as John Kuykendall talks about one of America’s favorite holidays, as well as discussing what you can and cannot control when planning for your retirement.…
 
Ricky and Lucy, two amazing members in the community, think they are doing well when it comes to saving, but wanted to double-check with the dynamic duo. Ryan and Kayse are concerned that they have too many competing saving goals. Since they are also planning to work part-time, they need to make a decision or review their goals, otherwise, they won…
 
On this episode of the Dentist Money™ Show, Ryan welcomes back Reese Harper, founder of Dentist Advisors. During the show, Ryan quizzes Reese on his latest business venture, Elements. You’ll hear how focusing on a niche can strengthen any enterprise, plus get a good look at the challenges of a start-up. It’s your behind-the-scenes look at how Reese…
 
With Avy Stein, Founder and Co-Chairman of Cresset Advisors and clients have been the beneficiaries of a more than decade-long evolution—with changes impacting both the landscape as well as the mindsets of advisors and their clients. In this new world order, advisors have come to the realization that the status quo need not be something they settle…
 
Dan Moisand is the Principal of Moisand Fitzgerald Tamayo, a fee-only RIA based out of Melbourne, Florida, that manages over $800-million in assets for 650 clients. Dan is a pro at communicating the value of financial planning to clients in a clear and compelling way, and is a perfect example of how focusing on planning issues with clients emphasiz…
 
Ryan has invited the one and only John McCarthy today to run down all the information you need to know about the unsexy side of Real Estate...taxes. So if you're ready to dive head first into real estate after the past couple of episodes, make sure you listen to this episode to make sure you don't get in trouble with the IRS! you want to work with …
 
An annuity is the only type of account that will continue to pay a continued predictable income even after it hits a 0 balance. They eliminate the risk of running out of assets also meaning that you run out of income. In this week’s show John Kuykendall will discuss the value of annuities and TSP’s.Di John Kuykendall
 
Wall-E and Eve (or EV-A), two amazing community members, are focused on getting a house as soon as possible. However, Ryan and Kayse don't understand why they can't already buy a house now based on all the money they have in savings! They could honestly have every bank clawing to lend them money! Reach out to Panacea Financial for your banking need…
 
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