Are you wanting to learn more about strategic financial planning ? Well you’ve come to the right place. This is a curated list of the best strategic financial planning podcasts of 2021.
We have selected these podcasts for a variety of reasons, but they are all well worth a listen. We tried to select a variety of podcasts across the spectrum from hosts with a wide breadth of experience.
We are always keen to hear your feedback, if we have missed a podcast, tweet us @MagazineWelp and we will check it out!
Best Strategic Financial Planning Podcasts 2021
Strategic Planning Podcast
- Publisher: Mike Flanders
- Total Episodes: 54
Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We’ll strive to make sure you have a clear view of all the issues that impact your decisions so that you’re prepared for your financial future.
The Nancy Byerly Show
- Publisher: Nancy Byerly
- Total Episodes: 151
The Nancy Byerly Show (formerly Federal Contracting Made Easy) helps small businesses in optimizing their business. Specifically in the areas of gov’t contracting, strategic planning, business plans, financial management, and general business advice. Nancy used to work for the government. In fact, she worked for the gov’t for over 33 years and over 20 years of that with the SBA.
- Publisher: Eric Roberge, CFP & Beyond Your Hammock
- Total Episodes: 49
Take control of your personal finances and make better money decisions. Eric Roberge, CFP and Kali Roberge share how use your money as a tool to enjoy your life now while still doing strategic financial planning for the future. This is the show for anyone who wants to change their mindset and go from financially stuck to self-made wealth. Join in on these intimate conversations to improve your financial situation, reach financial success, and get more of what you want from your life.
Nonprofit Management & Leadership
- Publisher: Dr. Brad R. Fulton
- Total Episodes: 40
This course provides an overview of general management practices (e.g., marketing, strategic planning, inter-organizational relations, human resources, ethics, and financial management) that apply to all types of organizations (nonprofit, public, and private) as well as practices unique to nonprofits (e.g., boards and governance, volunteer management, legal responsibilities, fundraising, performance measurement, etc.). This course uses a combination of readings, lectures, exercises, and experiential learning to provide opportunities to apply textbook material to real world situations.
Strategic Financial Leadership
- Publisher: Steve Coughran
- Total Episodes: 24
In the Strategic Financial Leadership podcast, finance expert and former CFO, Steve Coughran, covers the latest in business strategy, corporate finance, and economics. This weekly podcast is a forum for candid conversations with leading voices to discuss the trends, approaches, and innovations shaping the future of business and the finance function. Increasingly, CFOs are mired in detail and complexity at the risk of neglecting true value creation activities – analysis and strategic improvement. Irrelevant data, complex planning and budgeting systems, and impertinent measures keep finance and operation managers from focusing on the true levers of value. As the engine of an organization, the strategic financial leader is called to shift the organizational mindset, moving a company and its employees towards a culture founded on growth, innovation, and resilience. Through interviews with CFOs, entrepreneurs, and top business executives, Steve takes listeners inside the world of corporate finance to uncover the essential strategies that business leaders can follow to drive successful business transformation and profitability. In this podcast, Steve and guests share stories and steps to help companies shift from transactional to strategic, responsive to proactive, and from setting goals to exceeding them.
Smart Man, Smarter Woman Podcast
- Publisher: Steve Loates and Juliet Aurora: Entrepreneurs, Small Business
- Total Episodes: 53
Smart Man…Smarter Woman is a podcast for entrepreneurs by entrepreneurs. The co-hosts, Juliet Aurora and Steve Loates are business partners, authors, speakers and business owners. They are also husband and wife which makes for a very interesting dynamic in each show. 🙂 Most episodes will feature a guest speaker who will share insights and learnings from their own journey as an entrepreneur. All small business-related topics will be on the table from marketing, leadership, strategic planning, hiring and building a winning team, training your team, changing your own role as your business grows, learning to delegate, financial management, sales, managing work-life balance, cash flow, customer service, customer retention, productivity, finding new customers, etc. You name it, it is likely to be discussed. Juliet and Steve will also share insights of their own entrepreneurial journey where they went from seriously considering closing their business to a few short years later being selected from over 1000 firms in their industry from around the world and being crowned the global “Firm of the Future” winners by Intuit (makers of QuickBooks).
Hack Your Wealth
- Publisher: Andrew Chen
- Total Episodes: 72
As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through solo lessons, expert interviews, and side hustle profiles, you’ll learn about tax strategies, retirement account optimization, asset allocation & rebalancing, passive income (real estate investing, side hustling, online business, digital nomading), family finances (e.g., strategizing college education costs), travel hacking, estate planning, and career transitions. Andrew podcasts about the big picture concepts, then adds step-by-step implementation guides downloadable from the Hack Your Wealth website to help you FIRE strategically, methodically, and rapidly.
- Publisher: Bushy Martin
- Total Episodes: 271
Get Invested is the leading weekly podcast for Australians who want to learn how to unlock their full ‘self, health and wealth’ potential. Hosted by Bushy Martin, an award winning property investor, founder, author and media commentator who is recognised as one of Australia’s most trusted experts in property, investment and lifestyle, Get Invested reveals the secrets of the high performers who invest for success in every aspect of their lives and the world around them. Bushy’s engaging interviews go deep with the best investors, property experts, analysts, leaders, founders, sports stars and health gurus to find out what it takes to break free from the grind, find freedom and live by design. Each episode is packed with incredible stories, practical insights and exclusive resources to equip listeners with the knowledge and power to take control of their future. Subscribe to the show now on your favourite podcast player. More about Bushy Martin: With a career in property that has spanned over 35 years, and a personal international portfolio of 12 properties, Bushy Martin is sought after for innovative, practical advice and insights on property investment, finance and lifestyle. As the founder of leading property finance and advisory firm KnowHow Property, Bushy has helped over 1700 time poor professionals secure more than $550 million in property to improve their lifestyle and replace their income safely, easily and affordably. He is the author of two award winning books, including the acclaimed The Freedom Formula: Live More, Work Less And Leave A Legacy and Get Invested: Do You Want To Live More Or Less? Bushy interviews some of the world’s leading investors and high performers each week on his podcast, Get Invested, and is regularly sought by major media outlets including 60 Minutes, news.com.au and the Seven Network as a property and lifestyle thought leader. Bushy was named one of Australia’s Top 10 Property Specialists by The Property Investor Magazine in 2017 and was awarded Mentor Of The Year (South Australia) by The Adviser in 2020. He holds an MBA in Business, Finance & Strategic Planning along with further qualifications in architecture, project management, financial services, property management and a land agent’s licence. Connect with Bushy: Bushy Martin website: https://bushymartin.com.au KnowHow Property: https://nowhowproperty.com.au Bushy on Facebook: https://www.facebook.com/BushyMartinProperty/ Bushy on Twitter: https://twitter.com/bushwizard Bushy on LinkedIn: https://www.linkedin.com/in/bushymartin/ Email: [email protected]
Solomon Success » Podcast
- Publisher: Jason Hartman
- Total Episodes: 140
The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, but also practical. Analysis of these principals will quickly reveal their value in our personal, professional, and financial lives. Success is ours to achieve. The roadmap has been laid for us. All that remains is for us to take disciplined action. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Jeff Desich (The Self-Directed IRA Market), Jeremy Josse (Learn What the Old Testament Can Teach Us About Risk), Katherine Albrecht (Teach Your Kids to Say No to the Mark of the Beast), Chris Stone (The Faith Driven Consumer), Marc Mero (Forgive or Relive Your Past), Michael Dowd (Thank God for Evolution), K. Palmer Hartl (The Ten Commandments of Management), Tyron Barrington (Following God’s Path in Today’s Creative Industries), Lt. Gen. Jerry Boykin (Standing Up For America in the Face of Terror), Santiago Rivera (Doing Business God’s Way), David Porter (Conservative Investing), Rep Ploshay (Incorporating Faith Into Business), Jerry Robinson (Bankruptcy and Strive on America’s Horizon), Luke McClure (Make Better Moral Decisions Under God), Richard Tiller (Tough Conversations), Robert Kiyosaki (Rich Dad Scams), Michael Novak (Ronald Reagan – The Democratic Party and Abortion), O.S. Hawkins (The Jesus Code: Is Money Your God?), Dr. Calvin Mercer (Social & Religious Implications of Life Extension), Bill Cheney (Chief Economist for John Hancock), John Horvat (Return to Order), Rabbi Aryeh Spero (Caucus for America), Larry Julian (God is My CEO), Rodney Stark (How the West Won), Guy Hatcher (Leave A Legacy Beyond Money), Dave Anderson (Run Your Business by The Book), Rabbi Brad Hirshfield (Religion and Politics), Wayne Grudem (Business for the Glory of God), Renee Glover (Habitat for Humanity), John Allen Jr. (The Global War on Christians), Rabbi D.B. Ganz (Uncommon Sense), Chad Hovind (Godonomics), Benjamin Wiker (Worshipping the State), Craig Bergman (Patriots for Christ), Vassula Ryden (Heaven is Real and So is Hell), Joseph Farah (Ten Commandments Billboards), Henry Garman (Run With the Vision), Chris Hogan (Taking An Active Part in Your Finances), Craig Johnson (Lead Vertically), Jeffrey Grupp (Zen Flower Radio: Telementation – The Cosmic Law of Feeling and the Law of Attraction), Robert Katz (The Solomon Portfolio), Jim Collins (Beyond Positive Thinking), Ric Edelman (A Tale of Two Brothers), and Bruce Fleet (Solomon Secret: Seven Principles of Financial Success from King Solomon). A trademark feature of Hartman Media podcasts are our ‘Tenth Episodes’ where alternative topics of interest are explored every tenth episode. This provides a diverse mix of programming exploring issues and influential authors including Jack Canfield (Chicken Soup for the Soul), Ted Malloch (Doing Virtuous Business), Jeff DeGraff (How To Jumpstart Innovation Teams), and Jim Palmer (It’s OK To Be Scared But Never Give Up). The Solomon Success blog provides in-depth analysis on a range of issues including Interest Rates: What’s in Store for 2015, New Tenant Types Fuel Rental Demand, Can 3% Down Boost Lending?, Real Estate Scams: Four Warning Signs, The Young and the Old Drive Rental Demand, Length of Years Can Mean Loss of Money, Successful Investors Maintain Control, Homeownership Drops: Who’s Not Buying Houses?, New App Pays Your Rent – But Convenience Costs, Smart Financial Advice – For All of Us, Wise Landlords Think Like King Solomon, False Prophets = False Profits: Keys to God Centered Investing, Stewardship Guides Christian Investing, Income Property Creates A Legacy, Real Estate Trumps Silver and Gold, How Does Prayer Help Investors?, Launch Your Investing Career in Little Rock Arkansas, Set Investing Goals Solomon’s Way, Five Habits of Successful Investors, Abundance: Forecast For the Future, Should Bitcoins Buy Real Estate?, What’s Keeping Mortgage Interest Rates So Low?, Objective Decisions Create Investing Success, The US: Still the World’s Only Superpower?, Real Estate: The Universal Asset, Home Buying Drop Means Investor Opportunity, Migration Gives Clues About Market Strength, RV Ratio: Key to Prudent Investing, Identity Theft Crosses All Borders, Can Over-Regulation Stifle Small Business?, Do College Grads Earn More?, Social Media Boosts Investing Success, Section 8 Rents Are Government Guaranteed, Investing Can Keep the Golden Years Golden, Housing Obsolescence Stops Buyers and Renters, The Typical Corporate Spiel, Will Lower Credit Standards Boost Borrowing?, Rates Are Low – But So Are Mortgages, Young Adults Beat Out Baby Boomers, House Flipping: Sound Investing?, Tenants With Disabilities: What Landlords Need to Know, Personal Brands: A Tool for Investors?, Are You A Technology Addict?, Get Started in Real Estate – For Free, Buy or Rent: It All Depends, Buyer Caution May Stall Housing’s Recovery, Weather Events Cost Unprepared Investors Money and Time, Is HOusing in Recovery or Decline?, New Technology Supports Bitcoin Freedom, Build Wealth With Prosperity – Not Precious Metals, Prudent Investing Saves on Capital Gains Taxes, Real Estate Trumps Gold for Long Term Returns, Mortgage Lenders Loosen Credit Requirements, Inflation Can Be An Investor’s Friend, Natural Disasters Create Challenges for Landlords, In World Markets, the Dollar Inspires Trust, Human Needs Drive Investing Success, Tax Season Means Tax ID Theft, Your Credit Score: Investing Gold, Fewer First Time Buyers: More Renters, Is Another Housing Bubble About to Burst?, Where Are 2014’s Best Markets?, Do Government Subsidies Prop Up Big Banks?, Market Patterns Affect Investing Success, Relativity and Diversity: Keys to Investing Success, Don’t Let These Investing Myths Stop You, International Students Boost Local Markets, Investing Abroad Brings Risks, Low Tech Real Estate Scams Still Thrive, Early to Rise Makes for Wise Investing, New Regulations May Crush Small Banks, Are Women the Voice of Investing Wisdom?, Time is On the Side of Smart Investors, Bitcoin Trades Trigger Online Scams, Smart Investors Look to Improvements, The Fed’s Stimulus Plan Has Worldwide Effects, Weather Puts A Chill on House Hunting, Prudent Investors Look Ahead, Don’t Let Stress Hurt Investing Success, Home Owners Score on the Big Banks, Insurance Companies Invest Big in Real Estate, The Dogecoin Benefits From Bitcoin Troubles, The Bitcoin: Real Money or a Construct?, Financial Independence Doesn’t Start Here, JP Morgan Chase Gets Caught Lying – Again, Mortgage Troubles Reach Pre-Crash Levels, Does Credit Monitoring Protect Data?, Does Identity Theft Insurance Really Work?, More Tapering’s on the Way: Good News for Investors?, Can Consorting With Sinners Bring Bitcoin Down?, Banking in the Shadows Affects Home Loans, Wisdom From the Wild Can Inspire Investors, New Technology Promises to Keep Data Safe, Tax Breaks For Investors Takes A Hit This Year, What Does Your Online Profile Say About You?, Foreign Investment Heats Up US Housing, Post Lawsuits: Big Banks Try New Strategies, Information Overload Can Stall Goals, What Happens to Housing in 2014, Social Media Activity Can Sink Loan Applications, Make Your Own Digital Money?, The Federal Reserve Plots a Course for the New Year, Five Resolutions for Better Investing in 2014, Top Five Money Stories of 2013, New Rules Change Lending Landscape in 2014, New Debt to Income Ratio Rule May Cool Borrowing, Hackers Take Advantage of Outdated Debit Card Security, Target’s Data Hack Highlights Security Risks, The Ven Follows the Bitcoin’s Footsteps, The Fed Starts to Taper But Who Benefits?, What to Do When A Bank Says No, Are Bitcoins the Folly of Fools?, Financial Literacy: A Gift That Lasts A Lifetime, Fannie Mae Changes the Balance in Mortgage Lending, Do Home Swaps Challenge Short Term Rentals?, Floating Cities: The Future is Now, Can Digital Currency Dominate the Markets?, Canceled Cards Can Harm Credit Scores, Financial Advisor Scams Target Seniors, Digital Currency: Changing the World’s Financial Landscape?, Learn Exclusive Real Estate Investing Methods, Prudent Investors Invest to Protect Assets, Lending Changes May Mean Prosperity for 2014, Is Foreign Investing Healthy For Housing?, Ten Words of Wisdom on Real Estate, The Coin: A Digital Wallet for a Paperless World, Can bank Fraud Cases Harm the Economy, Private Lending Boosts New Investors, Why Do Lenders Say Yes or No?, A Quantitative Easer Speaks Truth About the Stimulus, Caught in Snares: Bank of America Pays Up Again, VA Loan Loophole Creates Investing Opportunities, THe Reluctant Landlord: Turning A Home Into A Rental, Do Alternative Currencies Threaten Traditional Banking?, Is Gold A Prudent Investment Today?, Can Vampires and Zombies Stall the Housing Recovery?, Fannie Mae’s Lawsuit Exposes Banking’s Wicked Plots, Vintage homes Draw Investing Dollars, Younger Investors: The Do It Yourself Generation, Do Nuisance Laws Punish the Wrong People?, Online Auctions: Risky or Prudent for Investors?, The Stimulus Continues But Interest Rates Rise, Five Investing Tips From Rich Investors, New Bank Settlement – New Lending Rules, After the Shutdown: Wither the Dollar?, The Shutdown’s Over: Now What Happens to the Stimulus?, Should Parents Teach Kids About Advertising?, Go to the Alpine Swift Investor, The Debt Ceiling Debate: Is Housing At Risk?, Know This Before Approaching A Lender, Ten More Words for Wise Investing, Are You Still Making These Three Investing Mistakes?, The Bitcoin: New Currency for Cyber Crime?, The Power of Social Media: You Are Your Profile, Banks Turn to Automated Assessments to Skirt Liability, The Governments Shutdown Spares Mortgages, Prudent Investors Benefit From New Mortgage Standards, Can Tighter Lending Standards Strangle the Stimulus?, The Stimulus Sticks Around For Now, Are Virtual Banks Secure?, Americans Give Up Citizenship to Protect Assets, Five Ways to Forestall Landlord/Tenant Conflict, Online Scams Follow Marijuana Legalization, Five Ways to Find Good Tenants, Take the Tour: Meet the Experts in Austin, Home Equity Isn’t Always Home Security, Silver: More Precious Than Gold in the Metals Markets, Housing Lobbyists Force Changes in Mortgage Lending, Stay Focused: Fight Information Overload, Rising Rents Reflect the Reality of Inflation and Demand, Five Investing Apps for Smartphones and Tablets, Three Keys to Making Safe Mobile Transactions, Does the Housing Rebound Signal A Coming Crash?, Seven Quotes for Prudent Investors, Home Security: Avoiding Landlord Woes, QM Rule Updates May Help Housing Recovery, More Charges Ahead for the Big Banks, Should Investors Prepare for Tapering?, Social Media: Tools for Prudent Investors, Fannie Mae and Freddie Mac Skew the Profit Numbers, Eminent Domain Home Seizures Worry Lenders, Retirement Realities and Encore Careers, Make the Home Office Deduction Work For You, Prudent Buyers Rent Before They Leap, Playing by the Rules Includes These Business Deductions, New Fraud Charges Coming for Chase Bank, Good Leases Can Prevent Problems, Prudent Investors Insure Their Investments, Snowden’s Asylum Hurts Russian/US Relations, Wickedness Exposed: New Bank Fraud lawsuits, Stagflation: Wise Investors See Benefits, Global Economic Clout Heads West, Consent Not To Sinners: The Top Five Real Estate Scams, In Real Estate Cash Isn’t Always King, Wisdom is Worth More Than Palladium?, Rental Housing Choices Bridge Generation Gaps, Power Companies vs Solar Power: Who Wins?, Can Chinese Investment Boost US Housing, Short Sales: Bad Name for Good Real Estate?, Is the End Near for Fannie Mae and Freddie Mac?, New Bills Target Housing Policy Reform, Housing Finance Reform Targets the Government’s Role, What Would Solomon Say About Digital Money?, Pocket Listings: A Devious Route to Home Sales, First TIme Homebuyers Are Opting Out, Green Mortgages Save Money, New Bill Promises More Justice in Housing Policies, Can Math Skills Help the Housing Recovery?, Tax law Changes Tackle the Mortgage Interest Deduction, Student Loans: When Wisdom Breaks the Bank, What Does ‘The Fed’ Mean To You?, Five Ways to Keep Your Money Safe from Wicked Plots Online, The Shadow Economy Has Consumer Clout, False Friend: Social Media Scammers Target Investors, Investing Lessons From Paula Deen’s Downfall, Growing Pains for Bitcoin, Internet Tools Let Buyers Take Charge, Flip Houses Get RIch Quick? – Not Necessarily, King Solomon’s Five Virtues For Investors, The Fed’s Bond Buy-up Comes To An End: What’s Next?, Justice For Tenants – But What About Landlords?, Five Signs of A Lying Lender, Justice and Judgement: Another Bank Fraud Case Hits the Courts, Cash for Quick Home Sales: A Wise Harvest?, No Credit is the New Credit, Overseas Radio Network: The Voice of Prudence for American Expatriates, Seeking Justice: Landlord-Tenant Disputes Clog Courts, Tapping IRA’s to Fund Investments: A Prudent Choice?, Al Franken Finally Does Something Right, When Sinners Entice Thee: Online Investing Scams, The Wisdom of Old Documents, Millennial Job Seekers: A New Lost Generation?, The High Cost of Knowledge: Private Student Loans on the Rise, Reverse Mortgages: A Prosperity Plan That Can Backfire, New Rule Rewards Prudent Borrowers, Why the Loan Slowdown?, Fannie Mae and Freddie Mac: An Uncertain Future?, When Planning to Grow Wealth – Listening to King Solomon Helps, Lenders May Forgive Foreclosures, Do Big Lenders Lack Mercy and Truth?, Streamlined Modification: Justice for Struggling Borrowers, Going Green: The Natural Choice for Wise Investing?, Wise Counsel Doesn’t Have to Break the Bank, Employment Gains May Slow the Federal Bond Buy-Up, Five Words of Investing Wisdom From King Solomon, Can Lessons From the Past Prevent A New Housing Collapse?, The Federal Reserve Securities BuyUp: Past Its Season?, When Getting Credit Creates Bad Credit, Mortgage Brokers Can Get A Good Deal – Sometimes, Banks Learn From the Past and Harm the Recovery, Owning A Home: Damaging the Economy?, No Choice Silver: More Apologies to Mortgage Fraud Victims, The Wise Heed the Advice of the Wiser, Learn From the Past: A New Housing Bubble?, The Fed’s Bond Buy-Up: Propping Up the People?, Bank of America: More Scandals – None the Wiser, Student Debt Hits Women and Minorities Hardest, New FHA Rules Mean Higher Mortgage Costs, Seek Wise Counsel to Avoid False Counsel, Financial Planner or Money Manager: Finding the Counsel You Need, When Good Debt Turns Bad, Student Loan Debt: The High Price of Wisdom, Mortgage Settlement Checks Reach Victims – Only to Bounce, Mortgage Debt: A Prudent Financial Strategy, Changing Demographics: New Views on Home Buying, Gold Prices Down – Interest Rates Up?, Avoid the Enticements: Ten Signs of Real Estate Scams, Mortgage Relief Scams: Enticing Vulnerable Homeowners, Major Lenders Get An Image Overhaul, Bullets: The Next Bubble About to Burst, Real Estate Scams: Iniquity on the Internet, Real Estate Scams: Traps for the Unwise, Bitcoin: A New Currency for a New Age, What Does LIBOR Mean for Investors?, Banks and LIBOR: Sidestepping Justice?, Are Zombies Haunting the Housing Industry?, Big Banks Still Fight Fraud Charges, Women: A Force in the Rental Market, Are Retirees Facing the Next Housing Crisis?, Technical Tools Support Investors, Can Shadow Demand Impact the Recovery, Can Government Policy Sink the Housing Recovery, Finding Wealth in Houses: The Memphis Wealth Building Bus Tour, Fannie Mae and Freddie Mac: A New Look for Mortgage Lending, Strategic Defaulters Can Redeem Themselves, Buyer Urgency: Heating Up the Housing Market?, Housing Activists Say Investors Are Ruining the Recovery, Disaster Damaged Homes: A Good Deal?, Homeowner Assistance Gives Investors A Helping Hand, Tenants Rate Landlords: An Equitable Trade-Off?, Refinancing: A Prudent Move For Investors?, Mortgage Lenders Find New Loopholes in Homeowner Assistance, New Federal Props for the Housing Market, Investing in Property Abroad: A Prudent Retirement Strategy?, The Shadow Clouds Housing Recovery, House Names Can Make or Break A Sale, The Housing Recovery: Behind the Scenes, No Closing Cost Mortgages: Long Term Benefits?, A Time for Landlords: Today’s Hot Rental Market, Passive Acticity: When Doing Nothing Gets Deductions, Wise Investors Think Corporate Housing, New Home Construction: Slowing the Housing Recovery?, Investing Abroad: Opportunities Bring Challenges, Do Rising Home Prices Mean Trouble?, The Housing Bubble Returneth – Maybe, Low Interest Rates = Vulnerable Pension Plans, King Solomon Would Have Liked Memphis, Is it Time for Mortgage Rates to Rise?, Some Lenders Escape Regulation, A Nation of Renters?, The Wisdom to Know the DIfference: Finding Good Investing Advice, Investing for Retirement: Making A Crown of Old Age, The House That Wisdom Built: Women in Investing, Seller Financing: Exploiting Vulnerable Homebuyers, Credit Reporting Agencies Must Obey These Government Rules, Wisdom Hath Built Herself A House – And Prices Are Rising, The AMT: A ‘Just’ Tax Gone Awry, The Courts: Last Word in Foreclosures, Baby Boomers: Changing the Housing Landscape, Making A Difference with Foreclosures, Just and Equitable Dealing: A Cornerstone of Good Investing, Lying Tongues and Wicked Plots: Mortgage Fraud Returns, Don’t Choose Financial Suicide, Preserving Wealth With Wisdom, Wealth Needs Prudence for Prosperity, Wealth Has Its Privileges and Higher Taxes, Five Proverbs For Investing Success, The Shadow Inventory and Housing Recovery, Would Solomon Approve of the Fiscal Cliff Deal?, Home Ownership: Not What it Used to Be, Mortgage Backed Securities: Boosting the Recovery, Mortgage Lending Conditions Favor Prudent Investors, Falling Off the Fiscal Cliff, Rising Home Prices: An Economic Upswing, Why is This A Good Time to Invest?, Low Mortgage Interest: Sustenance for the Future, The National Mortgage Database: A Snare For the Unwary?, Foreclosures: A Measure of the Market, The Federal Reserve: Mismanaging A Mess, King Solomon’s Path to Prosperity is For Investors Too, Prudent Planning for Tax Season, New Federal Reserve Stimulus Helps Housing, Where Does Your Loan Come From?, Financial Independence: A Conservative and Effective Approcah, What Would Solomon Say About the Fiscal Cliff, A Small World: Why Interest Rates Remain Low, Capital Gains Tax Rules: Benefits for Investors, Prudent Investing: Managing A Mortgage, The Dodd-Frank Act: New Standards in Mortgage Lending, HARP Mortgage Relief Helps the Housing Market, Looking Ahead: Foreclosures Predict Housing Trouble?, Understanding the Micro Housing Market, Land vs Property: Where Real Wealth Lies, Real Estate Fraud: Avoiding the Deceiving Tongues, Hurricane Sandy: Creating Hardship for Homeowners, Tax Lien Sales: A Prudent Avenue For Investing?, The Robosigning Settlement: Did the Just Prevail?, Do the Hard Stuff First, Looking Ahead: Cautious Optimism for Housing, Turn Inflation to Your Financial Advantage, Bulk Home Sales: Equal Opportunities, Hardship Exemptions: Help for Struggling Homeowners, Foreign Investors Choose US for Stability, Know Your Coverage: Property Insurance and Disaster Claims, Investing in Retirement: The Age of Wisdom, Brothers in Distress: Helping Homeowners After Hurricane Sandy, Mortgage Fraud: Wicked Plots, Local Real Estate: What Makes A Good Market?, You’re Never Too Young (or Old) to Invest, Clouds in the Mortgage Market: Silver Lining for Investors, Fannie Mae’s Foreclosures: Bad News for Solo Investors, Morgtgaes Changes Help Prudent Investors, Multi or Single Family
Tax Smart Tax Zero
- Publisher: Karen Scott Mims, ESQ..
- Total Episodes: 34
Most people simply ignore taxation through the 4 phases of wealth. Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket. How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do? Easy. Welcome to the Tax-Smart Tax Zero podcast. This is a show all about TAX-FREE wealth. Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th. But the real goal is to implement STRATEGIC tax planning! We invite you to take the journey and explore the Path To the 0% Tax Bracket. It’s time to Divorce Uncle Sam From Your Wealth! Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist, Karen Scott Mims, Esquire.
c. myers live
- Publisher: c. myers corporation
- Total Episodes: 20
C. myers helps financial institutions take control of their future by linking strategy, desired financial performance, and consistent execution with the right talent. We recognize that credit union leaders are facing uncertainties now more than ever. Conversations with our clients are happening daily to help with strategic thinking, strategic planning, and financial modeling. C. myers live is an opportunity to take these conversations to the masses.
First Business Bank Podcast
- Publisher: First Business Bank
- Total Episodes: 18
The First Business Bank Podcast is a podcast for business owners and leaders — anyone helping to advance the social and economic standing of their employees, investors, families, and communities. Nothing is more important to a thriving economy than visionary entrepreneurs determined to succeed. As a business-focused bank that works every day with business leaders, this podcast details what we see working in highly successful businesses today. Each episode features an interview discussing business practices on topics such as company culture, communication, financial risk, strategic planning, financial performance, business continuity plans, sales strategies, foundational beliefs, and more.
You & Your Money
- Publisher: Weiss, Hale & Zahansky Strategic Wealth Advisors
- Total Episodes: 50
Tune in to listen to the advisors of Weiss, Hale & Zahansky Strategic Wealth Advisors discuss all things finance. From retirement to college saving, Laurence Hale, Leisl Cording, and Jim Zahansky discuss various topics of financial planning to encourage you to Live Well.
Fullerton Financial Hour
- Publisher: Fullerton Financial
- Total Episodes: 23
Find Freedom in Retirement! Fullerton Financial focuses on strategic income planning, to help our clients achieve their retirement dreams. Without income, there is no retirement. Let us map out your retirement and diversify your portfolio to help you create a retirement plan catered to you!Give us a call at (623) 974-0300 to schedule a complimentary consultation!
Your Financial Takeaway
- Publisher: Cedrick West
- Total Episodes: 6
Real financial advice hosted by two Certified Public Accountants who are passionate about helping people think bigger,make bolder financial decisions and develop better financial management skills… Learn about all things financial that you can take away and take action! From money management to budgeting, investing, taxes, entrepreneurship, real estate,retirement, strategic planning, estate planning, you name it, we’ll speak about it! Have a financial question? Want to be featured on our show? Send email to —[email protected]
Pioneers of a More Data Driven Union
- Publisher: Christina Ho & Leading Government Innovators
- Total Episodes: 3
Elder Research presents a series of interviews that spotlight government leaders who are leveraging technology and analytics to solve complex problems for the public good. The series is hosted by Christina Ho, VP of Government Analytics & Innovation at Elder Research. Christina has decades of broad experience in public finance, policy development, strategic planning, program and financial management, accounting and auditing, data analytics, and technology innovation. Elder Research is a data science consultancy with over 25 year of experience in hand-crafting innovative analytics solutions that inform decisions, deliver value, and transform organizations.
OWLFI’s Murphy’s Market Minute
- Publisher: OWLFI
- Total Episodes: 41
A holistic financial planning firm comprised of Wealth Management, Strategic Investing, Asset Protection, , Life, Home, Auto, and Commercial Insurance, Tax and Accounting, Estate Planning, and more!
Retirement Education Hour
- Publisher: Retirement Education Foundation
- Total Episodes: 23
Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry. This material is provided courtesy of Retirement Education Foundation and contains general information to help you understand basic financial and retirement planning strategies. Throughout the presentation, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. Our goal with this presentation is to expose you to ideas and financial vehicles that may help you work towards your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk including the potential loss of principal. This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Retirement Education Foundation and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Advisory services offered through Strategic Investment Advisors. An SEC Registered Investment Advisory Firm. Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
Scale Your Business with CFO Navigator
- Publisher: Robert Stephens
- Total Episodes: 1
Congratulations! You’ve built a successful business. Now you face taking it to the next level. It’s time to ask, “How do I scale my business?” Good news. You have come to the right place. Scale Your Business with CFO Navigator is an interview video and podcast series for business owners who want to make the leap from just working in their business to scaling it to the next level. In this series, Robert Stephens, founder and managing partner of CFO Navigator in Atlanta, Georgia, interviews business owners and experts on how to scale business operations, sales, marketing, technology, financial planning, and more. Robert zeros in on the numbers that you need to focus on to grow and scale your business. He asks business owners who have successfully scaled their business how they did it. How did they know their business was ready to scale? What processes and operations had to change? What were the signs they were outgrowing their existing resources? How did they move beyond bookkeeping to strategic financial planning? What did they learn from the experience? What would they do differently if they had to scale a business again? Subscribe to make sure you don’t miss an episode.
The MILES Financial Show
- Publisher: Billie Miles
- Total Episodes: 74
Billie Miles is a partner and co-founder of MILES FINANCIAL GROUP, an asset and retirement protection company. He’s the Co-Author of Protecting Your Assets with Tax-Free Long Term Care and for over 20 years, Mr. Miles has consistently been a leader in his field as a producer, mentor and trainer to thousands of advisors nationwide. He specializes in no-market risk strategic planning and creating guaranteed income solutions for his clients. He is a member of the National Ethics Association and is currently licensed by the Department of Insurance in the state of California. Billie resides in Southern California with his wife Leslie and two children, Billie IV and Jaxen.