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The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
Ryan Hughes, MBA explains personal financial advice and investing topics in an easy-to-understand format. The Solid Financial Advice podcast covers the economy, the stock market, investing, IRAs, retirement planning, income-producing assets, social security strategies, college planning, and more. Ryan Hughes relies on his experience and education to provide practical wisdom to help individuals achieve financial freedom. He is often joined by various experts to give you the tools to achieve f ...
 
Beat conventional advice on personal finance, investing, and business with the author of Rich Dad Poor Dad, Robert Kiyosaki. Get ahead with his pull-no-punches style of challenging the advice we’ve all been given on money, investing, and the economy. Frustrated and frightened by the financial advice being given by the mainstream talking heads, Robert Kiyosaki sits down with professionals from the world of money, investing, business, and personal development. Listeners will be provided variou ...
 
Economic wellbeing for a wellbeing economy. The Goals Based Advice Podcast brings you conversations with pioneers of the new world of Financial Advice. In each episode, I interview the most forward thinking people from inside and around the Financial Advice industry about how they perceive the future and are bringing it into the present. These industry thought leaders are putting goals at the centre of their client relationships and teams, building great businesses and making a huge differen ...
 
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 ...
 
“The Brighthouse Financial Insights Panel” is a monthly podcast where leading experts share advice and strategies for financial professionals. Through these conversations, our panelists offer insights and tips to help strengthen businesses and build client relationships that last. Topics have included: prospecting and referrals, business strategies, milestone and retirement planning, women in retirement, and understanding client needs and behaviors. Disclosure: In these podcasts, the terms “ ...
 
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 ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
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 ...
 
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
Where did you learn about money? If you were lucky enough, maybe you learnt how to manage money from yours parents. Or you have made it a life-long pursuit … gaining investment advice from professionals, programs or even wealth creation gurus. But what about learning about money from psychologists, behavioural scientists and even environmentalists. Welcome to Financial Therapy, I’m your host Jane Monica-Jones and I am a Financial Therapist. I’m the therapist you go and see, with your bank ac ...
 
Honest and uncensored - this is not your father’s boring finance show. This show brings much needed ACTIONABLE advice to a people who hate being lectured about personal finance from the out-of-touch one percent. Andrew and Matt are relatable, funny, and brash. Their down-to-earth discussions about money are entertaining whether you’re a financial whiz or just starting out. To be a part of the show and get your financial questions answered, send an email to listenmoneymatters@gmail.com.
 
Live like a Financial Rock Star. Scott has made the money moron mistakes so you don’t have to. He teaches you how to think differently about money, so you can get out of debt, get started investing, and generate passive income with real estate. Scott lived the paycheck-to-paycheck lifestyle, but by age 35, he turned it all around and became a self-made millionaire and is now on a mission to help you. If you’re stressed out or worried about money, the Scott Alan Turner podcast will help. Fool ...
 
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 ...
 
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.
 
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In this episode of Solid Financial Advice, Ryan Hughes discusses the factors behind the 2020 market performance and a preview of 2021. Between COVID, Black Lives Matter protests, intensifying political divisions, the climate crisis, and more, 2020 has been very challenging. These difficulties were exacerbated by the fact that we were all forced to …
 
not even bad internet connections can keep us from posting improvisational talk radio. we are the grateful dead of podcasting. this week, mira attends a funeral, willis is in mexico, and martin shkrelli ghosts a woman from prison airhead dc, who made our theme, put out a new album - check it out on bandcamp happy we're back? wish we would just stop…
 
Episode #149 - A new investor named Scott Turner just got his first rental property under contract! This is his 3rd coaching call with Chad where you get to look over Coach's shoulders and listen to their discussion about how Scott found, analyzed, and put this deal under contract. You'll also learn some of Scott's concerns about the next steps wit…
 
In Wondery’s newest series, Business Movers, host Lindsay Graham dives deep into the inner workings of some of the most successful companies of all time. From the origin stories of their famed leaders to the million dollar idea that catapulted them to success, how exactly did these companies grow from an idea and a dream to multibillion dollar corp…
 
Have you ever been frustrated trying to get people listen to your amazing advice? You're not alone. Today we explore what to do to get people to make the best financial choices. ================ LISTENER QUESTIONS: ================ I am adrift at sea and looking to find my way (Heartbroken in Houston) Can a 1099 contractor do both a SEP IRA and a S…
 
Scott shares a new book by Paul Merriman that you need to read. Paul has a new way to help your adult children invest so they can retire millionaires. LISTENER QUESTIONS: What happens to my stellar credit score if I marry someone who’s credit score is horrible (Sandy) Is the SPY or SDY fund better for the next 10 years (Dany, New York) I need a loa…
 
Andy Flattery and Brandon Reed give a primer on concentrated investing, including the good, the bad, and the ugly. Brandon is a CFA and Portfolio Manager at Mitchell Capital Management in Overland Park, KS. Show notes for this episode- https://simplewealthkc.com/concentrated Sign up for The Reformed Financial Advisor monthly newsletter on financial…
 
Today’s guest says the new depression that has emerged from the COVID pandemic is the worst economic crisis in U.S. history. Author and economist, James Rickards, says “The virus didn’t cause the depression, it was our response to the virus.” In his latest book, The New Great Depression, James pulls back the curtain to reveal the true risks to our …
 
Episode #148 - Brandon Ganch (aka the Mad Fientist) saved his money and left a career as a computer programmer in his early 30s to pursue a life of early retirement. In this interview with Coach, he shares some of the highs and lows of his journey (including disillusionment & depression). He also shares some tips on how he would have done things di…
 
In this episode Emma Crossick has spoken to Alan Moran and looks at why only 33% of UK adults have a will. She also discusses the important decissions that need to be made when making a will. Also why it's important for you to make a will as soon as possible if you haven't already done so.Par Alan Moran & Emma Crossick
 
Today’s show kicks off with Jason and Alex introducing guest Rick Labrum, founding adviser to Intelligence Driven Advisers also Jason’s Dad and mentor. Today’s show discusses Smart Goals for 2021. Jason shares a story of how he and his boys applied a S.M.A.R.T. goal to make the game of golf more enjoyable for young players. Using the acronym S.M.A.…
 
Jason and Alex kick off the show sharing stories of family and staying safe around the holidays attempting to hold on to the traditions that we all have, while recognizing the current COVID protocols. With this intro, the show segues into the “Season of Giving” a discussion around charitable giving and the benefits associated to reduce your taxable…
 
Does the personal finance industry have the same problem discussed in this Doctor's view: "TV’s celeb docs led people astray during the pandemic. Now that Dr. Drew has COVID, we should take it as a reminder to stop listening to these stooges." LISTENER QUESTIONS: I have about $150,000 in the Simple plan. If/how/when should I roll it over (Kyle, Flo…
 
It's a new year and nobody should have to listen to more mindless drivel about goal setting, resolutions, checklists, 10 things you need to do with a budget, and 18 things you can do in January to solve all your money troubles. Here's how you change your life and make it last. LISTENER QUESTIONS: IN THE BAND: I just paid off a credit card that had …
 
The impacts of Covid-19 are causing incredible unrest in the economy and the workforce. Political and social unrest continues to grow, and the U.S. economy is teetering on collapse. The only thing keeping the economy from total destruction is that the Fed continues to print money. As a result, there’s going to be a lot of volatility in the prices o…
 
Jason and Alex talked about our proprietary 401(k) solution called Future Ready 401(k), which is for an any person participating in a 401(k) plan. This 401(k) retirement solution would bring benefits to the participants/employees, human resources department managers, corporate owners, controllers, directors of finance, etc. They invite listeners to…
 
I am absolutely obsessed with understanding our relationship with money...on a deeper level. And one of the most exciting things I discovered a couple of years ago, was reading some research that done by an Australian bank called ANZ that looked at the factors that constitutes Financial Wellbeing. They discovered that only 9% of what is known as fi…
 
Episode #147 - Big Wall money and high-tech companies are investing in residential real estate today more than ever before. How do small investors compete? In this interview, tech and real estate expert Aaron Norris with Property Radar discusses how small investors can still thrive, find deals, and achieve all of their financial goals. For show not…
 
This isn’t advice and I am not expert. This episode is on commission free trading, market pardigm shifts and my journey of standardizing my trading habits. If you would like to support the show, you can sign up for A WeBull account by following one of the two links in the show notes. Get Webull and trade for 16 HOURS a day (4AM - 8PM) Sign up here …
 
Are you wondering what will happen with your taxes when Biden takes office? Today’s guest describes what will happen If you are earning ordinary income—working a 9-5 job. The reality is employees have little control over their money when it comes to taxes. They are at the full discretion of the law, which gives them very little wiggle room. On the …
 
Episode #146 - Each year in December Coach Carson has a tradition to reflect on the past year & plan for the next (aka an Annual Review). In this episode, he shares the results of his 2020 process with the highlights from his real estate investing, personal finance, and the Coach Carson business. Companion article (including top 10 podcasts and You…
 
Whether you’re an executive speaking in front of your colleagues, an entrepreneur leading a sales presentation, or even just talking with your friends, at some point or another, you’re going to have to speak in public. If you’re like a lot of people, it might terrify you – and the COVID-19 pandemic requiring almost all of our meetings to be virtual…
 
Are users of the popular Robinhood app investing for the future or gambling away their lives? The imperial federal overlords are weighing in on how millions of people are 'allegedly' missing the mark. LISTENER QUESTIONS: Vanguard ETF's vs. Vanguard Admiral funds, should I use on over the other (Scott, Neenah, Wisconsin) I'm trying to max out my 401…
 
Scott is back from Disney in Orlando Florida and shares his travel experiences and how you can apply them in your own life in 2021 to live a life full of awesomeness. LISTENER QUESTIONS: Does carrying a balance help your credit score (Andy, California) I have $1,500 to start investing should I go with Vanguard or Betterment (Pablo) Based on the num…
 
Don’t think 2021 will be anything like 2020 in the stock market. In the United States, there are a lot of changes coming ahead, and the answer to protecting your 401(k) and pensions is to understand what is happening in these funds. Today’s guests agree that the Feds have backed themselves into a corner and the only way they can keep the economy pr…
 
Welcome back to Financial Therapy. Take a moment right now to just imagine following your dreams. Or imagine doing a profession that you love so much, that you would do it for free. What about leaving everything you know behind to follow an uncommon path. In this episode of Financial Therapy we are going to explore what inspires people to choose sa…
 
Episode #145 - New real estate investor Scott Palmer returns for Coaching Call #2 with Chad. Listen behind the scenes as they discuss his first offer (a rejection!), his preapproval for financing, a HELOC loan, recruiting real estate team members, and more. For show notes, please visit coachcarson.com/ep145-coaching-call-2-with-scott-palmer. 🏘️REAL…
 
When your clients strive to reach their goals, there are generally three pieces to the puzzle: The head, the heart, and the hands; The numbers, the motivations, and the actions; As the adviser plays the part of the planner, the coach and the implementer. In this episode number 158 of The Goals-based advice Podcast, we speak to Financial Planner tur…
 
Having taken the decision to make your Will, possibly for the first time, there are a few points you should consider before committing yourself to an appointment with a professional Will Writer. Orry Henderson gives a brief guide on what you need to consider when making your Will.Par Alan Moran
 
Gold became money as determined by the free market because of its properties—scarcity. But with the invention of Bitcoin, we are now seeing a historical event that will never be repeated. Bitcoin’s characteristics make it a direct competitor to the central banks because of its absolute scarcity, resistance to theft and confiscation, and the system …
 
We spend a lot of time talking about Goals-based Advice, what it is, and what it is not. It is not product-based advice, it is not specialist advice, it is not transactional advice, it is not a collection of funds under management or investment-based advice. But all these things exist and can work alongside goals-based advice. In this episode numbe…
 
Episode #144 - Look over Coach Carson's shoulder as he talks one-on-one with a brand new investor, Patesia Andrews. In this coaching session, you'll hear them talk about the very first steps Patesia will be taking to get started with a house hack or a live-in-flip deal in her market of Jacksonville, Florida. Companion article: https://www.coachcars…
 
You might think that’s a strange title for someone involved in the financial world! However, this week, that’s what Emma Crossick and Alan Moran wanted to talk about. Often in business client relationship is the most important factor. In this blog we find out why.Par Alan Moran & Emma Crossick
 
Do you want to give more, but feel like you need hundreds of millions of dollars to be a great philanthropist? Are you wondering how to be a more effective giver in your community and the world at large? Are you wondering how to teach the younger generation the value of giving? If so, today’s episode of the podcast is for you. On this Giving Tuesda…
 
How can you think a little differently when it comes to bringing new clients to your business in a Goals-based advice world? How can you run workshops, where clients work on their financial goals, with the use of smart thehnology? In this episode number 156 of the Goals-based Advice Podcast, I chat with Noni Crawford from Hello Wealth in Sydney. No…
 
Many of 'financial experts' have gotten wealthy by selling advice to others rather than by using their own advice. This doesn’t imply that their financial advice isn’t useful, only that we don’t 'know' if it’s useful. Who should you trust? LISTENER QUESTIONS: If I were to pick some ESG funds, what percent of my portfolio should they make up (Aleish…
 
Do you have any advice on becoming financially independent like where to start (Darren, Switzerland) Scott shares the first three steps to building a life of freedom. LISTENER QUESTIONS: Can I withdraw money from a ROTH IRA before age 59 1/2 without penalties and interest (Roman, Belgium) Can someone that’s a fiduciary still sell me investments in …
 
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