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Challenge the Standard in Financial Advice

Nathan Fradley and Jordan Vaka

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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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Whether it's conversations with other business owners or a deep dive into specific financial planning topics, you can count on Not Financial Advice with Austin Preece to provide an insightful and entertaining look into the world of personal finance and entrepreneurship. Austin Preece, CFP®, EA owns Wealth Planning Advisors LLC, a Registered Investment Advisor serving clients under the DBA of Preece Financial Planning and Preece Accounting Services LLC. Podcast is for educational purposes onl ...
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Financial Advice in Cardiff

Inheritance Tax Planning

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Harry Robinson offers comprehensive financial planning services tailored to your unique needs. With years of experience in the industry, Harry understands the complexities of personal and business finance, providing expert guidance on investments, retirement planning, and wealth management. Whether you’re seeking to optimise your savings, navigate tax implications, or build a robust investment portfolio, Harry’s personalised approach ensures you receive the best strategies for your financial ...
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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 Single Women

Shari Rash, Money Expert and Personal Finance Advice for Women

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Think money talk is just for dudes in suits? Not on Money CHIC! Hosted by Shari Rash—a money expert and the person all her friends call for advice—this podcast delivers real, no-nonsense money conversations that feel like hanging out with your best girlfriend. Except this time, we’re talking finances. Whether it’s saving, investing, or turning financial dreams into reality, Money CHIC is here to help you ditch the jargon, take control of your future, and build unapologetic wealth… all while ...
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In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client re…
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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 3064: Budgeting doesn’t have to feel restrictive or complicated. Kumiko of The Budget Mom breaks down four common myths that hold people back from taking control of their finances, debunking th…
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This week's episode is a unique one - informative and terrifying. Well, terrifying if you're as nervous about a cyber breach as Jordan is. Our guest this week, the unflappable Fraser Jack, joins Nathan in more calmly exploring the importance of cybersecurity for professional service firms. Fraser takes us through: Their approach, which involves sta…
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📌 In this episode of "Gimme Some Truth," we continue our Money with Purpose series, focusing on historic women who transformed the financial world. From breaking barriers in banking to reshaping economic policies, these trailblazing women paved the way for financial equality. 🔔 Subscribe for more insightful discussions on finance and investing!📖 To…
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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 3063: Life is never without challenges, and waiting for a perfectly smooth path is an illusion. Alacias Enger explores the power of radical acceptance, letting go of resistance, and embracing t…
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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 3062: FIRECracker reflects on a potential health scare and shares the top regrets of the dying, reminding us that wealth, status, and possessions are meaningless if they come at the cost of aut…
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Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategi…
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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 3061: Michelle Schroeder-Gardner highlights seven common purchases, including furniture, weddings, medical bills, and vacations, that should never be charged unless you can pay them off in full…
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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 3060: Tracking every purchase and asking three simple questions can revolutionize your spending habits. Kalen Bruce highlights the power of intentionality in finances, encouraging mindfulness 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 3059: Jeff Rose reflects on his father's financial struggles, revealing how stress from debt contributed to his declining well-being and ultimate passing. By recognizing warning signs like cons…
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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 3058: Joshua Becker explores practical ways to guide young people in resisting materialism, understanding advertising influence, and prioritizing experiences over possessions. By fostering mind…
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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 3057: Andy Hill shares how this decision helped his family stay disciplined, build wealth faster, and eliminate debt years ahead of schedule. If paying off your mortgage early aligns with your …
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