Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...

CWP Society is proud to produce the "Wedding Planner Pro Files" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com

Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.

A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...

Drawing from over two decades of experience and over 5,000 successful events attended by millions, join Nick, the host of "The Professional Partier" podcast, as he shares invaluable insights tailored for event planners, hospitality professionals, marketers, and discerning industry pros eager to elevate their craft.

Smart Start: Bright Ideas from the Meeting Planner’s Toolbox is the latest podcast from Smart Meetings that tackles various issues within the meetings industry from engagement to entrepreneurship and empathy and more! This series is dedicated to the continuing education of event professionals looking to get a leg up in the latest trends within the industry from two hospitality writers who are learning themselves. Join Community Experience Editor Sara Robertson and Multimedia Editor Eming Pia ...

Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...

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 ...

Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com

It's happening! Smartly entertaining wedding pros Joseph Esser (professional wedding photographer) and Tessa Gomes (Hawaii-based wedding planner and coordinator), have joined forces to bring you Unveiling Paradise - your "go-to" destination wedding podcast. Planning a wedding is hard, but planning a destination wedding is even harder! Through real-life stories, interviews with industry experts and insider advice, tips and tricks, Joseph and Tessa will guide you through your wedding planning ...

A financial planner, professional investor, and entrepreneur walk into a podcast to talk about all things MONEY. Join us for weekly discussions covering investing strategies, personal finance tips, and ways to increase your income and build wealth. We answer your most pressing questions about money and investing! Go to wetalkmoney.com to submit your questions.

Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...

Welcome to the Her Money Revolution! Join your host, Angela Brooks, as she takes you on a journey to becoming a wealthy woman. As a CERTIFIED FINANCIAL PLANNER™, Angela is on a mission to help women generate more wealth by making their money work for them. On Her Money Revolution, we will navigate powerful financial planning strategies to help you achieve your personal and professional goals. This podcast is your go-to destination for no fluff, easy-to-implement financial and investing advic ...

Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This ...

John Garrett’s research involves asking professionals, "Who else are you beyond your job title?" Accountants, consultants, lawyers, engineers, and other professionals everywhere are doing hobbies and passions after they leave the office. We discuss why these outside-of-work interests matter and how they've impacted their career.

The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...

Welcome to ’Saving With Silverman,’ the ultimate guide to building your wealth and securing your financial future. Hosted by Mark Silverman, a Certified Financial Planner™ in Tucson, AZ, this podcast demystifies the complex world of investing and financial planning. Whether you’re an investing novice or looking to refine your financial strategy, join us for insightful discussions, advice, and actionable tips to navigate the financial landscape with confidence. Tune in to ’Saving With Silverm ...

Welcome to The Wealthy Pilot's Podcast: Financial Flight Controls for Today's Commercial Airline Pilots, where we navigate the skies of financial success with your host, Scott Osborn, The Pilot's Planner. Each episode, we soar through the challenges and opportunities unique to pilots, from debunking myths to mastering best practices in financial planning and investing. As demand for pilots reaches new heights, so too does the complexity of their financial landscapes. With Scott's expertise w ...

The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in ...

Let's ditch the wedding planning "must-dos", stress, & pressure, so you can plan the wedding of YOUR dreams... on budget! Jamie Wolfer is an experienced wedding planner and host of a very popular YouTube channel with wedding advice. She's got love for all couples on all budgets and empowers each couple to plan their wedding around what matters most to them personally. No one size fits all weddings here. In this podcast, Jamie answers real questions from engaged couples in her community. Occa ...

IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.

Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...

Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...

Tim Merriman talks story with heritage interpretation professionals from all over the world. In his 50+ year career as a heritage interpreter, Tim has been a park ranger, nature center director, and national recreation area research manager. From 1995 to 2012, he was Executive Director of National Association for Interpretation, the professional organization for guides and interpreters in the United States. He has been a motivational speaker, trainer, and planner in 26 countries and all 50 s ...

A podcast helping professional women to rediscover their true selves. Weekly interviews with women sharing the highs and lows of their life's journey and how it has shaped who they are today. These stories will inspire you to explore your journey and help you rediscover what lights you up, so you can create a fulfilling life that you love.Paula Burns is an award winning wedding planner and creative business mentor. The core of what she offers, is rooted in creativity; something that develope ...

Exploring the world of Financial Planning. Accelerating your career.

The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...

Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related to ...

If you are separating or divorcing, this podcast is for you. Our host, Tamsin Caine is a Chartered Financial Planner and divorce specialist. Across the series, we speak to divorce professionals, divorcees, coaches, domestic abuse specialists, victim survivors and many others who we think would be of interest to you if you are thinking about separating, have separated, are going through divorce or are post divorce. There is also lots of information if you are supporting a friend through divor ...

From locking in tech vendors to booking high-impact speakers to ensuring the cocktail hour goes off without a hitch, planning meetings or events can be a daunting task, and the likelihood of something going sideways is inevitable. No matter your experience level or the number of events you've planned. Brought to you by eSpeakers, No More Bad Events is the professional event planner's best resource for navigating this tenuous universe towards event perfection every time. Hosted by Scott Bloom ...

ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.

All You Need to Know to Start or Grow Your Small Business! Through a combination of interviews and topics presented by your host, Connie Whitesell, you will learn how to: Determine the ideal small business for you and create a comprehensive business plan providing the roadmap for your business success. You will learn how to grow your existing small business through strategic planning, utilizing short-term and long-term marketing strategies tailored specifically to you and your industry, and ...

Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...

The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...

Are you feeling tyrannized by your to do list? Are you looking for tips to increase your productivity for better time management? Are you wondering where to begin with a planner or a bullet journal? Do you wonder if it’s at all possible to achieve work-life balance? You’ve come to the right place! “Your Priority Centered Life” will feature useful information you can implement right away and guest interviews that will inspire you to move toward your goals. Host Dr. Alise Murray is a psycholog ...

A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner

This podcast is for the new generation of investors, entrepreneurs and women in business. Be sure to tune in weekly to listen to industry leaders and solo episodes about creative ways to build your wealth, improve your money mindset and expand & scale your business. Get ready to get honest with yourself and learn the tools and tricks that these business leaders have learned throughout their journey, as they share their knowledge and experience about entering the business world. Whether you'r ...

Work-life balance isn’t a myth—it’s a mission. At The Double Win Podcast we believe that ambitious, high-growth individuals can experience personal and professional fulfillment simultaneously. Hosted by the creators of the Full Focus Planner, Michael Hyatt and Megan Hyatt Miller, The Double Win Podcast is your go-to resource for unlocking secrets to productivity, wellness, and work-life balance. The Double Win Podcast features insightful weekly conversations with thought leaders, executives, ...

Welcome to Wisdom Woman Podcast, we believe that in constant change and grow that we find fulfillment, not in perfection. Perfection is like a closed door, and striving to be better is always an open door. Our purpose is to enhance the best of women every day by empowering you to create your own success stories. Empowerment comes through self-knowledge accompanied by soft skills developing and professional knowledge. T Finally, a podcast for women that seeks to act intelligently and sustaina ...

Welcome to the Emotional Balance Sheet, the go-to podcast for parents with multiple kids, especially those with twins, triplets, or more, who are navigating the maze of modern family life and personal finance. Whether you're overwhelmed by education costs, retirement planning, career transitions, or trying to define your purpose and plan, we're here to guide you with empathy, expertise, and encouragement. Hosted by Paul Fenner, Founder of TAMMA Capital, a Certified Financial Planner®, and pa ...

** Top 2% Globally Ranked Podcast ** Ever felt overwhelmed and disconnected while trying to juggle the demands of work, family, and personal growth? Wondering how you can achieve your goals without the added stress in an already hectic life? Are you seeking guidance and strategies that directly address your desire for a more balanced and fulfilling life? Welcome to ”Plan Goal Plan,” the weekly escape into the world of meaningful planning, intentional goal setting, and purposeful living. I’m ...

The Practical 365 Podcast is a fortnightly newscast on all things Microsoft 365 including Microsoft Teams, Azure AD, Exchange, SharePoint, OneDrive, Windows, Intune and any hot topics that are worth a deep-dive to help you learn more and get the real-world view. Your hosts are Microsoft MVPs Steve Goodman and Paul Robichaux, who will share their expert opinions on the talk of the week, and Q&A with special guests.

𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝘁𝗼 𝗔 𝗙𝗿𝗲𝘀𝗵 𝗦𝘁𝗮𝗿𝘁 𝗽𝗼𝗱𝗰𝗮𝘀𝘁, 𝘄𝗵𝗲𝗿𝗲 𝘄𝗲 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝘁𝗶𝗺𝗲 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗵𝗲𝗮𝗹𝘁𝗵𝘆 𝗵𝗮𝗯𝗶𝘁𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗱𝗲𝗰𝗿𝗲𝗮𝘀𝗲 𝘀𝘁𝗿𝗲𝘀𝘀 𝗮𝗻𝗱 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲. If you’ve been struggling to figure out a health plan that works for you in your busy life, one that allows you to find more internal and external confidence so you can rise up and do your best work in your life, your home, and your relationships - this is the podcast for you. Together we are going to dig into healthy habits, nutrition, and time manag ...

Hosted by Lisa Flahant of Celebrant in Cornwall, The Wedding Celebrant Show brings you insights, tips and even a confession or two about life as a busy celebrant, as well as conversation with some of the UK's top wedding professionals. Perfect for couples planning a wedding, professional wedding celebrants, or those craving some behind the scenes gossip! Enjoy!

In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...