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NextGen Planners

NextGen Planners

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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.
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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 ...
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Wedding Planner Pro Files

Laurie Hartwell & Krisy Thomas - CWP Society

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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
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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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 ...
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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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Shoot Your Shot

Timothy Muza

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The photography call-in-show for portrait and wedding photographers to ask questions, share hot takes, and discuss the world and business of professional photography. Hosted by Lindsay Coulter & Timothy Muza (combined 20 years of professional photography experience).
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A broad spectrum of cerebral and though-provoking conversations hosted by Conexus Financial, a purpose-driven publisher of conferences, podcasts and digital media through its brands Investment Magazine, Professional Planner and top1000funds
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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 ...
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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 ...
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Columbus' hub for inclusive conversations on building success in real estate, construction, and adjacent industries! Host Arianny Damian holds space for local professionals to share their perspectives regarding the empowerment, support, and advocacy for women in male-dominated fields.
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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 ...
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We Talk Money

Chris Dunn, Travis Devitt, Nikki Dunn

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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.
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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 ...
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Better Planners Podcast

Oregon Chapter of the American Planning Association

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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 ...
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Pilot Money Podcast

Timothy P. Pope, CFP®

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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 ...
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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 ...
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"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTI ...
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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. ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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No More Bad Events

Scott Bloom, eSpeakers

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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 ...
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Smart Start Radio: 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 Emi ...
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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 ...
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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 ...
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CanvasRebel Podcast

Canvas Rebel Staff

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Your story matters. Your viewpoint and insights matter. In our view, there is far too much coverage of the trends that ivory tower professors and billionaire fund managers are seeing. What’s the edge in hearing the billionaire consensus view over and over again?The edge comes from hearing new perspectives and new information like from the wedding planner who has worked with hundreds of couples during the pandemic and has noticed that couples are allocating significantly more of their wedding ...
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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 ...
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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.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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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.
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The Double Win

Michael Hyatt & Megan Hyatt-Miller

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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, ...
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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The Glam Reaper podcast is about telling human stories of life, love and loss through the lens of the funeral world. Without death we never lived. The existence of grief proves love also existed and through life and love we experience loss. We want to tell YOUR story. Reach out to us: www.theglamreaperpodcast.com
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The Wedding Celebrant Show

Lisa Flahant - Celebrant in Cornwall

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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 former registrar and 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!
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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 ...
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Hutch Money Minutes

John "Hutch" Hutchinson

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You know that financial education you wish you got in school? Well, here's your chance to reenroll anytime you get in your car or go to the gym. Everyone should be educated enough to properly manage their own money situation if they really want to. Even if you’re someone who wants professional help, most people choose their advisors based on some kind of personality contest rather than a merit-based system, since that’s the only context they have. Let’s face it, the money industry is purpose ...
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Welcome to Podtastic Audio, your go-to guide for crafting a professional podcast without breaking the bank. Join us as we demystify the world of podcasting, offering practical tips and budget-friendly tools to elevate your show's sound quality. Whether you're a seasoned podcaster or just starting out, we've got you covered with expert advice on recording, editing, and enhancing your podcast on a budget. Tune in for insightful discussions, interviews, and actionable insights to make your podc ...
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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 ...
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** 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 ...
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Planners on Purpose Podcast

Naomi Tucker, CMP

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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 ...
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Discover how authentic relationships can revolutionize your wedding planning business with insights from Amanda Borerro, owner of For the Love of Events. Gain practical tips on transforming professional connections into trusted friendships that foster collaboration and support. Amanda, along with hosts Krisy Thomas and Laurie Hartwell, shares the s…
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I'm a big beleiver in permanent life insurance and I disagree with financial entertainers who say that all cash value based life insurance is bad in all situations. That's why it pains me when I read stories like the one I share in this episode. Stories where an insurance company clearly overstepped the boundries of what's ethical in my opionion. W…
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Halloween isn't the only thing spooking people this week. With the election just days away, many investors are wondering how this season will impact their portfolios. So in today’s episode, we’re going to spend some time talking about the impact of political shifts on the stock market. Here’s some of what we discuss in this episode: 0:00 – Intro 3:…
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If digital clutter has you overwhelmed, you’re not alone! In this episode, I sit down with Shawn Lemon, founder of The Digital Organizer, who’s been helping people transform their digital lives for over 17 years. Shawn shares his expertise on simplifying email, managing files, and automating workflows—all to help you reclaim your time and mental en…
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We’re so lucky to have some great guests with us today to discuss how brands & organizations should think about the role of websites, social media and other content in 2024 and beyond and so much more. The panelists are also content partners. Content partners help Voyage in so many ways from sponsoring our mission, spreading the word about the work…
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In Season 1, Episode 9 of Just Between Us Girls, host Arianny Damian welcomes Ralph Smithers, AVP of Diversity, Equity, Inclusion, and Community Relations at Encova. Ralph shares his journey from an underwriter to a leadership role in DEI, discussing how his passion and alignment with core values shaped his path. Listeners gain insight into Ralph’s…
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I came across a retirement finance article recently that really sent me loopy. The title was: Almost 50% of US households will outrun their savings in retirement — but this 1 money move could sustain your nest egg The article quotes a study from the Morningstar Center for Retirement & Policy Studies. Once I got past how misleading and malicious the…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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Iris Angellys is an author, artist, mentor, healer, workshop facilitator, chiropractor and applied kinesiologist. Your Body Is the Portal to Your Soul is based on a combination of her own lived experience and insights Iris has gained from seeing over twenty-five thousand patients after nearly thirty years of practice. Iris has a deep passion to emp…
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Send us a text Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector. Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life, Sam…
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Send us a text In this week's episode, I answer financial questions for middle school students. 1. "Does everyone need a budget?"........Everyone needs a budget to make sure you have more money coming in versus going out. 2. "How do I make money now."..........Odd jobs, tutoring, mowing lawns, dog walking, car washer, yard work, assistant, etc. 3. …
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In this episode of The Double Win Show, Michael and Megan Hyatt Miller sit down with bestselling author and trauma-informed coach, Mastin Kipp, to discuss the profound impact of understanding and regulating the nervous system. Mastin shares insights from his new book, Reclaim Your Nervous System, and explains how unresolved trauma and dysregulation…
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Title: Meals. Movement. Mindfulness. And Meaning. (ft. David T. Stevens | Co-founder | Olympian Meeting) Bio: A 20-year veteran planner and 6x Fittest Male #EventProf, David is the co-founder of the event-wellness consulting firm Olympian Meeting — where he co-authored a white paper on the increased ROI that can result from incorporating wellness e…
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On this week’s EDU Discussion edition Jim and Chris welcome back Jake Turner, a fellow planner from the JSA team, as they take some time to opine on how some listeners are implementing their own versions of our retirement planning process. The post How Listeners are Implementing Our Planning Process: EDU #2444 appeared first on The Retirement and I…
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We’re so lucky to have some great guests with us today to discuss building a brand & reputation as a coach/consultant & helping hour clients succeed & thrive and so much more. The panelists are also content partners. Content partners help Voyage in so many ways from sponsoring our mission, spreading the word about the work we do and collaborating w…
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Today’s recorded interview is with Jackson Larimer, owner of Lemonade Stand Financial, who provides personalized financial coaching to couples & families. If you enjoy this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.De către Cody Garrett, CFP®
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In this episode of Road Noise with Hutch, the discussion centers on retirement planning, focusing on 401(k)s, IRAs, and alternative strategies like Roth conversions. Hutch explores the shift in conventional wisdom around tax-deferred retirement accounts, highlighting the potential pitfalls of over-contributing to 401(k)s amidst rising national debt…
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Success can often distract us from the things that Steven Covey described as important but not urgent in his time management matrix. For some, succss leads to complacency and a tendancy to ignore things that are extremely important. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement …
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Do you ever wonder if the work you’re putting into your goals is actually paying off? In this episode, I explore the powerful practice of spotting evidence of progress, both in our personal lives and careers. I share my journey of learning to recognize subtle signs of success—whether through small wins, positive changes in energy, or even just feel…
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We’re so lucky to have some great guests with us today to discuss food dollars: perspectives on the food business and so much more. The panelists are also content partners. Content partners help Voyage in so many ways from sponsoring our mission, spreading the word about the work we do and collaborating with us on content like this. Ryan Watts | NY…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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In the second session of this two-part chat with fellow celebrant Hazel Jane, we continue our reflections on what we've learnt since training as celebrants together back in 2018. Plus, Hazel Jane shares more about becoming an interfaith minister and how it impacted her work as a celebrant, concluding with our quickfire Q & As and a new confession o…
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Two other episodes like this one: Toast with Confidence: Mastering Your Wedding Speech Invitation Rules Galore | A Wedding Planning Q & A Session Want to ask Jamie your wedding planning questions? Join her in The Master Plan! What did you think about this episode? What were your takeaways? I want to hear your feedback! Screenshot the episode and po…
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Send us a text What if procrastination was a helpful ally...a signal to listen to your gut? In this episode we take a look at how to make better decisions by tapping into your intuition, and how procrastination can help facilitate this process. We want to thank today's sponsor, Quantum Energy Squares - the tasty snack with protein, complex carbs an…
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In this episode of the Shoot Your Shot podcast, hosts Timothy Muza and Lindsay Coulter dive into the spooky season with tales of haunted wedding venues and ghostly figures. They share personal anecdotes, discuss Halloween costumes, and explore listener-submitted stories that highlight the eerie side of wedding photography. The conversation flows fr…
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In this episode of Podtastic Audio, we explore how adding timestamps and chapters can elevate your podcast or YouTube content. Discover a simple but powerful trick to increase listener engagement, especially for longer episodes. We break down what timestamps are, how to create them, and the benefits they offer for both podcasters and their audience…
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Join Timothy P. Pope, CFP®, as he explores what to expect during open enrollment, a key time for pilots to reassess and select their benefits for the upcoming year. As we approach the end of 2024, it's essential to make informed decisions that align with both your immediate needs and long-term financial goals. This episode provides a thorough break…
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We’re so lucky to have some great guests with us today to discuss trends & insights from beauty & fashion professionals and so much more. The panelists are also content partners. Content partners help Voyage in so many ways from sponsoring our mission, spreading the word about the work we do and collaborating with us on content like this. Ruby Brow…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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Today’s recorded interview is with John Christianson,, CFP®, owner of Clearstream Planning, who educates and assists individuals and companies in successfully managing the Medicare maze. During our conversation, we’ll discuss health insurance before and after Medicare! If you enjoy this episode, you can watch our full video version and over 60 hour…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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With Jim attending an Ed Slott conference, Chris takes some time to answer a WEP and GPO question before offering listeners general information on Social Security changes for 2025 and a detailed walkthrough of the WEP and GPO provisions of Social Security. (6:30) George asks for more information on whether Social Security offsets are adjusted due t…
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Send us a text In this episode, we interview Mickey Gambale, a dynamic leader in financial services with experience across investments, insurance, and asset management. Mickey will share his insights on the crucial role of life insurance in holistic financial planning, offering practical advice for financial advisers on how to balance risk cover wi…
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Survivorship requirements are intended to come play in the event of the simultaneous or nearly simultaneous death of an estate plan maker and a primary beneficiary. But what happens if the major beneficiary dies at the same time or nearly the same time as the person who created the will or living trust? Thanks to the death of private pensions, the …
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Bryan Moylan is a financial advisor at Traverse Private Wealth Group based out of Philadelphia, PA. He joins the show today to share his journey in the financial planning profession, beginning his career at a large asset management firm after college, then changing course multiple times before ultimately starting his own firm. If you're interested …
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What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, we discuss: The concept of Conscious Eldering What it means to share your wisdom How ancient theologies can bring your life clarity now Steps to embrace being a Consciou…
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In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall. Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships. Every 2 weeks, we chat to a superstar entrepreneur in the world of fi…
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In this bonus episode of The Double Win Show, Michael Hyatt sits down with Don Miller, CEO of CoachBuilder, to explore how coaches can turn their passion into a profitable business. Don shares how his platform simplifies the process of growing a coaching business by providing essential tools, from lead generation to automating client communications…
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We’re so lucky to have some great guests with us today to discuss building meaningful & engaged communities & networks and so much more. The panelists are also content partners. Content partners help Voyage in so many ways from sponsoring our mission, spreading the word about the work we do and collaborating with us on content like this. Kirsten Da…
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Send us a text It's hard to enjoy life when you're experiencing the crushing weight of debt. In this first episode in the Prior 10 Goal Series, Adrienne Green shares her inspirational story of going from being a math teacher struggling with student loan debt to developing a seven-figure portfolio and traveling the world with her husband and childre…
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Do a Google search for Rules for Retirement or best retirement advice and you will receive a billion options. OK, maybe not a billion but the amount of information available can be overwhelming. This is my take on the Top 5 Rules for retirement. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniabl…
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Send us a text This week's episode is all about teaching kids good money habits. In this episode, I use personal examples of things I have learned and implemented with my own boys to build good money habits. I also explain many ways to teach kids about money. --- Pay Yourself First --- Count Your Money --- Stuff Costs Money --- Talk About Money ---…
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In this episode, I reflect on a conference I recently attended and the profound insights I took away. Immersed in a room of growth-minded speakers, authors, and coaches, I felt the contagious energy of shared purpose and encouragement. Three major takeaways resonated deeply. First, I was challenged to identify whose opinions truly matter to me and …
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