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Financial Planning Unlocked

Rathbones Group plc

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Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
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Informed Decisions Independent Financial Planning & Money Podcast

Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)

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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Planning your Financial Future

Investors Group Financial Services Inc.

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Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them week ...
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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Learn all about investing in real estate in Westminster, Colorado with a combination of real estate financial planning and modeling with numbers specific to Westminster plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Westminster).
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Learn all about investing in real estate in Jacksonville, Florida with a combination of real estate financial planning and modeling with numbers specific to Jacksonville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Jacksonville).
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Learn all about investing in real estate in Independence, Missouri with a combination of real estate financial planning and modeling with numbers specific to Independence plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Independence).
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Learn all about investing in real estate in Minneapolis, Minnesota with a combination of real estate financial planning and modeling with numbers specific to Minneapolis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Minneapolis).
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Learn all about investing in real estate in Clarksville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Clarksville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Clarksville).
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show series
 
On this episode of the Dentist Money Show, Chip Fichtner from Large Practice Sales joins Matt to discuss the complexities of large dental practices and explain what an invisible DSO is. He highlights the importance of selecting the right DSO partner and how to avoid common pitfalls in these transactions. Whether you’re a dentist considering a partn…
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Today we’re joined for a roundtable discussion with Anthony Guzman and Phil Francois to explore the fundamentals of investing, including employer-sponsored retirement accounts, risk management, and investment strategies that align with personal values. We distinguish between investing and gambling, emphasizing that while both involve risk, investin…
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Back in 2020, I wrote a piece outlining the uncomfortable truth that active fund managers find it hard to wrestle with....that most of them consistently fail to outperform 'the market'. Fast forward to 2025, and guess what? Nothing appears to have changed. In this podcast, I'll share the following: Why low-cost index funds continue to outperform th…
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Join Mike Morton and Matt Robison this week as they break down the income tax funnel, helping you understand how your earnings flow from total income to taxable income and, ultimately, to what you owe the IRS. They dive into key tax deductions, credits, and how different income types are taxed, all through the lens of a jaw-dropping $500,000 tax re…
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Send us a text Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health. This week’s topics: Deductions vs Credits in personal Taxes Tax Credits…
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Learn the secrets to what happens while you're under contract to buy an investment property in Metairie. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who…
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In this episode, we discuss the most common question we get on investment portfolios: "Why should I own international stocks?" For more information and show notes visit: https://www.bwmplanning.com/post/99 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www.linkedin.com/company/brownlee-wea…
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We’re joined by Doug Nordberg, Furniture Designer at Nordberg Furniture, on this episode. Doug started crafting furniture at age 12 and has become a celebrated designer in Cody, Wyoming. He reflects on the challenges of balancing art and business, the lessons learned from slow times, and the importance of financial planning in building a sustainabl…
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Olly Cheng, financial planning director and Samantha Boyd, investment director continue their conversation about teaching the younger generation money management skills. In this episode, our speakers explore savings and investments. Additional information: The contents of this podcast do not constitute a recommendation or advice and no action shoul…
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TL;DR - Too Long; Didn't Read - "Managing Tradeoffs" In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the concept of financial trade-offs. He uses examples like daily coffee purchases and family vacations to illustrate how small, regular expenses can accumulate over time. He emphasizes the importance of making consc…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih break down the latest Federal Reserve meeting, focusing on Jerome Powell's insights and their impact on the economy. They discuss projections for GDP growth, umemployment, inflation, and the potential for stagflat…
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Learn the secrets to what happens while you're under contract to buy an investment property in Independence. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing?…
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Learn the secrets to what happens while you're under contract to buy an investment property in El Paso. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who …
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Learn the secrets to what happens while you're under contract to buy an investment property in Naperville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Lewisville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Riverside. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Louisville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Eugene. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who i…
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Learn the secrets to what happens while you're under contract to buy an investment property in Vancouver. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Nashville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Mobile. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who i…
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Learn the secrets to what happens while you're under contract to buy an investment property in Clarksville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? …
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Learn the secrets to what happens while you're under contract to buy an investment property in Knoxville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Irving. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who i…
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Learn the secrets to what happens while you're under contract to buy an investment property in Cheyenne. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who…
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Learn the secrets to what happens while you're under contract to buy an investment property in Irvine. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who i…
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Learn the secrets to what happens while you're under contract to buy an investment property in Bellevue. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who…
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Learn the secrets to what happens while you're under contract to buy an investment property in Minneapolis. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? …
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Learn the secrets to what happens while you're under contract to buy an investment property in Abilene. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who …
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Learn the secrets to what happens while you're under contract to buy an investment property in Centennial. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Westminster. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? …
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Learn the secrets to what happens while you're under contract to buy an investment property in Milwaukee. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Jacksonville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing?…
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Learn the secrets to what happens while you're under contract to buy an investment property in Anchorage. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Chicago. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who …
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Learn the secrets to what happens while you're under contract to buy an investment property in Billings. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who…
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Learn the secrets to what happens while you're under contract to buy an investment property in Glendale. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who…
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Learn the secrets to what happens while you're under contract to buy an investment property in Memphis. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who …
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Learn the secrets to what happens while you're under contract to buy an investment property in Montgomery. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Boise. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who is…
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Learn the secrets to what happens while you're under contract to buy an investment property in Lafayette. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Seattle. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who …
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Learn the secrets to what happens while you're under contract to buy an investment property in Huntsville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Sunnyvale. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Chesapeake. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Sparks. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who i…
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Learn the secrets to what happens while you're under contract to buy an investment property in Dallas. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who i…
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