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Welcome to the Challenge the Standard podcast - a podcast for financial advisers, by financial advisers. Your hosts, Nathan Fradley and Jordan Vaka, will examine the biases, fixed thinking and status quo in advice. In every episode, we'll dive deep into the world of financial advice, questioning the norms, sparking new ideas and exploring how we could do things better. Our goal is to elevate our professional practices and 'uphold and promote the standards of our profession. So, whether you'r ...
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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 ...
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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The Best 5 Minute Financial Advice

Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian

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Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
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Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
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Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
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Independent Financial Advice - Words of Wisdom and Guidance

Interface Financial Planning & Alan Moran

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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:Jeremy@wealthenjoyment.com/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Money CHIC: Financial Wisdom and Advice for Women

Shari Rash, Money Expert and Personal Finance Advice for Women

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Welcome to Money CHIC with Shari Rash! Single and ready to take charge of your financial future? On Money CHIC, Financial Advisor Shari Rash empowers single women like you to conquer financial challenges with confidence and clarity. Each episode, Shari delivers no-nonsense advice and insider tips on personal finance, tailored to your unique needs and goals. From budgeting and investing to planning for a secure future, Shari’s insights will help you enhance your financial plans and embrace a ...
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As part of preparing for this PY series, Nathan and Jordan put together a survey and asked people to provide some feedback on their experience of the PY. Employees. Business owners. Partners. Associates. Anybody with an opinion on the subject. In an outcome both surprising and gratifying for Nathan and Jordan, people actually responded! And their a…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2943: Reflecting on a decade of transformation, the author recounts their journey from a fearful college student desperate for a job to a more confident individual ready to leave corporate life…
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It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 3…it’s all about creating processes for ATTRACTING your ide…
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In this video, we break down strategies to make Required Minimum Distributions (RMDs) less overwhelming and more tax-efficient. If you're approaching retirement or already retired, understanding RMD rules, age requirements, and the impact on your tax bracket is essential. We cover everything from the basics of RMDs to advanced strategies for minimi…
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This week, Jordan and Nathan speak with Danielle Waugh - Advice Education Manager from TAL's Risk Academy - about: TAL's commitment and contribution to the PY process Insights she's found from working with multiple practices, across multiple licensees Why some of the terminology can be a little bit misleading This is a really interesting discussion…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2942: Joel of 5AMJoel.com explores how Parkinson’s Law “work expands to fill the time available for its completion” can be leveraged to achieve early retirement. By taking control of your time,…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2941: Turn down the temperature on your thermostat and rock warm winter clothing to cut heating expenses. Combine this with smart energy-saving habits, like using a programmable thermostat and …
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2940: Mr. Money Mustache explores how to enjoy leisure time without excessive spending by embracing fulfilling, low-cost activities. By valuing local, sustainable hobbies and even money-making …
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2939: By implementing Christina Browning's quick and practical financial tips, you can jumpstart your financial wellness within just 30 days. From increasing your credit score to enjoying the j…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2938: Kevin of Financial Panther examines the costs and benefits of daycare, highlighting the balance between time, money, and his child’s social development. By analyzing hourly expenses and c…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2937: Jackie Beck explains the concept of "living below your means" as a path to financial freedom, breaking down how spending less than you earn builds security and lessens financial stress. B…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2936: Successful investing relies on key traits like patience, confidence, and emotional control, which empower people to ride out market volatility and stick to their financial goals. Vicki Co…
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