Cele mai bune Mtax podcast-uri (2024)

1
Financial Conflict Resolution w/Joy Slabaugh MTax, MS, MA, LACMH, CFP 38:10

16d ago38:10

38:10

In this F^3 episode, JaeVic sits down with Savvy Scholar, Joy Slabaugh, founder of the Financial Conflict Resolution Institute, to explore how financial advisors can elevate their practices by integrating wealth mindset transformation and conflict resolution into their client work. Joy shares her journey from traditional financial planning to becom…

1
Communicating Your Purpose by CUSSing w/Marc Changnon, CFP Part 1 30:30

2d ago30:30

30:30

Join host JaeVic in this F3 episode as she sits down with Marc Changnon, CFP to explore how intentionality can unlock personal and professional purpose that drives us in life. From embracing the "Always Do Your Best" mindset to applying the CUSS (Care, Understand, Serve, Sincerity) framework, Marc shares actionable strategies for career growth, bui…

1
FIVEREPS: Financial Wealth 17:22

7d ago17:22

17:22

In this episode of Finance Fitness & Finesse, JaeVic breaks down the meaning of true financial wealth beyond money in the bank or material displays. She’ll guide you through your implicit biases around money and explore how financial wellness impacts all areas of life. Tune in to learn how to build a resilient financial foundation, tackle financial…

1
When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150 28:45

4d ago28:45

28:45

In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap. For full show notes, see kitces.com and thesocietyofadvice.com.…

1
FIVEREPS: Building Dimensional Wealth 15:13

23d ago15:13

15:13

In this episode of Finance, Fitness, and Finesse, JaeVic dives into the power of the number 5 and how it ties to the 8 dimensions of wellness—financial, intellectual, vocational, environmental, relational, emotional, physical, and spiritual. Using the FIVEREPS approach, JaeVic shares how setting five small weekly goals for each dimension can help y…

1
Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149 31:36

24d ago31:36

31:36

In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Making Money Human w/Nathan Astle, MFT, CFT-I Part 2 25:32

30d ago25:32

25:32

In this two part F^3 episode, JaeVic sits down with Savvy Scholar, Nathan Astle, MFT, CFT-I, founder of the Financial Therapy Clinical Institute, to explore how our emotions, money histories, and relationships shape our financial behaviors. Nathan shares his own transformative money experience and explains the key concepts behind financial therapy,…

1
Making Money Human w/Nathan Astle, MFT, CFT-I Part 1 23:50

1M ago23:50

23:50

In this two part F^3 episode, JaeVic sits down with Savvy Scholar, Nathan Astle, MFT, CFT-I, founder of the Financial Therapy Clinical Institute, to explore how our emotions, money histories, and relationships shape our financial behaviors. Nathan shares his own transformative money experience and explains the key concepts behind financial therapy,…

1
Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148 34:37

1M ago34:37

34:37

In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Season 2 Trailer: You're Not Woke, You're Broke 3:05

1M ago3:05

3:05

Season 2 of Finance, Fitness, & Finesse is all about building wealth with wellness. Host Jaelyn Vickery (JaeVic) tackles the challenges young adults face when navigating life beyond the school bubble, from managing money on a limited income to overcoming imposter syndrome and burnout. With expert guests and actionable tips, you’ll learn how to elev…

1
Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147 33:48

2M ago33:48

33:48

In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146 29:40

2M ago29:40

29:40

In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away with misinformation. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145 32:12

3M ago32:12

32:12

In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement. For full show notes, see kitces.com and thesocietyofadvice.com.…

1
Season 1 Wrap Up 2:34

3M ago2:34

2:34

In this episode, JaeVic wraps up Season 1 of Finance, Fitness, & Finesse and announces a short break to prepare for an even better Season 2. With fall approaching, the show will focus on leveling up your understanding of investing—not just in the stock market, but in yourself. JaeVic is refining the podcast to be more engaging and efficient, and li…

1
Savvy Sunday Scholar: Eating Disorders & Money Pt. 2 27:56

3M ago27:56

27:56

Welcome to part two of exploring something we use every day and can’t live without: food and money. LCSW and certified eating disorder specialist supervisor Kaitlyn Cornell, the founder of KC Counseling Eating Disorder Clinic, is here to discuss the impact of eating disorders on financial strain and vice versa. In this two-part episode, Kaitlyn sha…

1
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144 28:32

3M ago28:32

28:32

In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Fitness Finesse Fridays: Health Doesn't Care 18:32

3M ago18:32

18:32

In this episode of Fitness Finesse Fridays, JaeVic tackles the confusing and costly U.S. healthcare system, sharing personal struggles with unexpected medical bills and lack of transparency. Highlighting alarming statistics and real-life examples, including the tragic story of Alec Smith, the episode critiques the system’s profit-driven approach an…

1
M.O.R.E Money Mondays: Gimme Some Credit 20:48

3M ago20:48

20:48

In this episode of More Money Mondays, JaeVic guides us into the world of credit, exploring its history, the role of credit cards in our economy, and practical advice on choosing the right card. JaeVic covers the confusing but essential topics like credit scores, utilization ratios, and the difference between APR and APY. Listeners will learn about…

1
Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143 36:08

4M ago36:08

36:08

In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Savvy Sunday Scholar: Eating Disorders & Money Pt. 1 34:56

4M ago34:56

34:56

Welcome to part one of exploring something we use every day and can’t live without: food and money. LCSW and certified eating disorder specialist supervisor Kaitlyn Cornell, the founder of KC Counseling Eating Disorder Clinic, is here to discuss the impact of eating disorders on financial strain and vice versa. In this two-part episode, Kaitlyn sha…

1
Fitness Finesse Fridays: Health is Wealth 16:59

4M ago16:59

16:59

In this Fitness Finesse Fridays episode, JaeVic explores the critical connection between financial wellness and physical health. Discover how financial stress can lead to serious health issues such as chronic conditions and mental health struggles, creating a vicious cycle of stress and poor health. JaeVic also highlights the impact of financial in…

1
M.O.R.E. Money Mondays: You're Such a Loaner 19:39

4M ago19:39

19:39

In this episode of More Money Mondays, JaeVic demystifies the confusing world of loans, explaining their origins, types, and key terms. From personal and business loans to auto and student loans, we cover how they work, who offers them, and the ties to them. Practical tips are provided to help you navigate loans responsibly and make informed financ…

1
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142 45:43

4M ago45:43

45:43

In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Savvy Sunday Scholar: What Gets in the Way, Money & Relationships Pt. 2 25:29

4M ago25:29

25:29

In part 2 of this episode of Finance, Fitness & Finesse, we sit down with Savvy Sunday Scholar, Chaazè Roberts, founder of CPR Counseling and a licensed marriage and family therapist. With degrees from Northwestern University and the University of Illinois, Chaazè brings a wealth of expertise in dealing with various family and relationship issues. …

1
Fitness Finesse Fridays: The Money Mirror, Finding Your Money Identity 17:24

4M ago17:24

17:24

In this episode of Fitness Finesse Fridays, JaeVic goes into how our money identity evolves throughout our lives. Discover the difference between financial independence and financial freedom, and how our childhood experiences, personal values, and societal expectations shape our financial behaviors. Learn practical tips for aligning your financial …

1
M.O.R.E. Money Mondays: Inflation Nation 15:48

4M ago15:48

15:48

In this episode of Finance Fitness & Finesse, JaeVic delves into the complexities of inflation and practical strategies to protect your finances from rising prices. Learn about inflation’s causes, impacts, and how central banks and government policies influence these phenomena. Additionally, JaeVic introduces the concept of Money Dysmorphia, explai…

1
Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141 38:39

5M ago38:39

38:39

In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Savvy Sunday Scholar: What Gets in the Way, Money & Relationships Pt. 1 28:58

5M ago28:58

28:58

In part 1 of this episode of Finance, Fitness & Finesse, JaeVic sits down with Savvy Sunday Scholar, Chaazè Roberts, founder of CPR Counseling and a licensed marriage and family therapist. With degrees from Northwestern University and the University of Illinois, Chaazè brings a wealth of expertise in dealing with various family and relationship iss…

1
Fitness Finesse Fridays: Money Moods 14:46

5M ago14:46

14:46

In this episode of Fitness Finesse Fridays, JaeVic dives into the intriguing relationship between our emotions and our financial decisions. Discover how stress, anxiety, happiness, and excitement can influence spending habits, investment choices, and debt management. Learn the importance of emotional intelligence and emotional maturity in making th…

1
MORE Money Mondays: Budgeting Brilliance 12:33

5M ago12:33

12:33

In this episode of "Finance Fitness & Finesse," JaeVic breaks down the essentials of budgeting brilliance to help listeners take control of their financial wellness. The episode includes a visualization exercise, key concepts like net worth and assets are explained, followed by addressing common misconceptions about budgeting. JaeVic introduces the…

1
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140 28:45

5M ago28:45

28:45

In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Savvy Sunday Scholar: The Tax Game w/Darion Wiggs, CPA 51:26

5M ago51:26

51:26

In this episode of Finance Fitness & Finesse, JaeVic kicks off Savvy Scholar Sundays with Darion Wiggs, a 27-year-old entrepreneur and founder of Wiggs CPA Tax and Accounting. Darion shares his journey of building a six-figure business in seven months, his passion for helping small businesses, and his commitment to expanding financial literacy in u…

1
Fitness Finesse Fridays: Overthinking Doesn't Exist 6:59

5M ago6:59

6:59

In this episode of F^3, we explore how financial wellness impacts our other dimensions of well-being. Today, we challenge the concept of "overthinking" and its negative connotations. We'll uncover why this stigma is not only invalidating but fundamentally false, and how embracing deep thought can empower your financial decisions. Join us as we refr…

1
MORE Money Mondays: High Yield Savings Accounts (HYSAs) 7:05

5M ago7:05

7:05

In this episode of F^3, JaeVic reveals that investing isn't only about stocks, highlighting High Yield Savings Accounts (HYSAs) as a smart, low-risk way to grow wealth. Listeners learn about the advantages of HYSAs, which offer higher interest rates than traditional savings accounts, and the importance of choosing FDIC-insured online banks. The epi…

1
You're Not Woke, You're Broke 3:47

5M ago3:47

3:47

In this introductory episode of F^3, we're giving you a sneak peek of what's in store for the show. We'll break down money basics and provide practical tips for taking charge of your finances and boosting your overall well-being. F^3 will show you exactly why if you're not financially woke, you're broke. https://financefitnessfinesse.podbean.com/ I…

1
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139 30:08

5M ago30:08

30:08

In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138 38:00

6M ago38:00

38:00

In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com.

1
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137 38:30

6M ago38:30

38:30

In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136 35:28

7M ago35:28

35:28

In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135 30:35

7M ago30:35

30:35

In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134 26:16

8M ago26:16

26:16

In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133 33:57

8M ago33:57

33:57

In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for. For full show notes, see kitces.com and thesocietyofadvice.com.

1
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132 28:08

9M ago28:08

28:08

In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services. For full show notes, see kitces.com and thesocietyofadvice.com.

1
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131 37:23

9M ago37:23

37:23

In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130 31:09

10M ago31:09

31:09

In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness. For full show notes, see kitces.com and thesocietyofadvice.com.

1
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129 33:12

10M ago33:12

33:12

In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128 33:19

11M ago33:19

33:19

In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to spending money. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127 34:43

11M ago34:43

34:43

In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126 33:43

12M ago33:43

33:43

In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125 36:12

12M ago36:12

36:12

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. For full show notes, see kitces.com and thesocietyofadvice.com.

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