Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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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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For professional planners in Ireland working in government, private practice and others who want to be kept informed on changes in planning thought, law and practice.
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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. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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2 Guys. 0 Plans. Urban and Yvgenii get together and discuss life, the universe, and everything in between. Sometimes it's about pens, but you never really know what you are going to get. Parents be warned, Yvgenii quit censoring things a while back so there may be a bad word or two that sneaks through.
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Listen to urban planners from Toronto Metropolitan University's School of Urban and Regional Planning answer fun questions about themselves, their work, and their memories from SURP.
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Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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CWP Society is proud to produce the "Wedding Planner Pro Files: Industry Expert Insights" 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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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Me ...
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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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Introducing "The Planner Podcast," the official audio companion to The Planner magazine, the Royal Town Planning Institute's premier publication. Each episode delves into the latest developments in town and country planning, featuring in-depth discussions, expert interviews, and insightful case studies. Whether you're a seasoned professional or simply passionate about the future of our communities, "The Planner Podcast" keeps you informed and engaged with the evolving landscape of planning ...
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SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
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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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Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting planners, speakers and industry experts about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
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From GenZ Digital Dreamers to Millennial Masters and Boomer Bosses, we all have something to learn and teach each other. Smart Meetings editors Eming Piansay and Sara Robertson lead critical conversations to facilitate elevating experiences. From engagement to entrepreneurship and empathy, this series is dedicated to the continuing education of event professionals looking to get a leg up on the latest trends, along with two hospitality writers on the journey themselves. Join Community Experi ...
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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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Prayers Planner Podcast is for your motivation, inspiration and encouragement to combat daily spiritual warfare and use your spiritual gifts to advance the Kingdom of God!
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Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Lovewell Blake
Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead ...
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A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
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The Property Trio (formerly The Property Planner, Buyer and Professor)
Cate Bakos, David Johnston and Mike Mortlock
Formerly The Property Planner, Buyer and Professor, our show rebranded in 2023 to The Property Trio. Residential property is the only asset class we live in, it is where we raise our families, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are ...
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Welcome to The Planner Podcast! This is the go-to place for you to learn about creating plans for progress and consistent success in your life and business! https://mimjenkinson.com
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Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
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Join us as we talk all things planning, crafting, and life!
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Inspiring empowering and transforming black women in the journey to wealth creation
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Getting the most out of your planner or organiser to help streamline your life. The plannercast for all paper planner enthusiasts
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Learn all about real estate investing via entertaining, modeled stories about real estate investors with unprecedented insight into their situations.
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Exploring the world of Financial Planning. Accelerating your career.
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The podcast for dance studio owners that are ready solve problems, streamline work, and boost profits. Cover art photo provided by Efe Kurnaz on Unsplash: https://unsplash.com/@efekurnaz
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A podfic for the Ace Attorney fic, The Wedding Planner by @famousinthatanonymousway on Ao3. New chapters will (hopefully) be released each week, hehe. ALSO this podcast's bloopers are the episodes with no capital letters- when I have finished with it, they will be deleted.
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Planner Lifestyle Podcast, where productivity and aesthetics crash into the daily grind, host Jessica McWilliams takes deep dives into planning's impact on our lives and communities. From planner basics to purposeful reflections, you'll be ready to plan.
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Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
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If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
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Celebrate your Birthday in Cabo San Lucas. We also provide Birthday Party Planner and experienced Birthday Decorators at Cabo Event Planner. Visit us: https://caboeventplanner.com/birthday-parties/
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The Business Planners with The Prime Enterprise Group are a team of business professionals who assist Entrepreneurs in starting or growing a business through business plan writing, business coaching and educational webinars.
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Travelscope. Pack your bags with us for a tremendous and unforgettable journey leading to adventure and exploring new things. https://travelsscope.trendingtrickzone.in/
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The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
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We share the best client attraction and digital marketing techniques for Financial Professionals.
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Esto es #Urbanismoparamushpas Un podcast de ciudades, sus problemas y soluciones. Music original por: @juandiegoillescas Arte por Mohammed Abdelkareem @mohammedabdelkareem
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30 year financial services veteran. Father of two, grandfather of 5, husband (to the same woman) for 35 years.
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This podcast asks who you are, how you could be remembered after you die, and if all that could be creatively encapsulated in your end of life plans. I would love to reevaluate the stigma of talking about this part of the life cycle and even find joy in thinking about what matters most to each of us. I hope that recording these ideas will be useful someday to each individual and their families. I also hope that sharing how we want to be remembered reminds us each of how we want to live. Sign ...
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The Talent Planner Podcast offers small and medium-sized business (SMB) leaders all of the tools to win the battle for talent and dominate their industry.
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Capital projects waste billions annually on predictable delays, but there's a proven way to deliver ahead of schedule and under budget. Join Albert Brier, Director, Project Controls and Nate Habermeyer, Director, Marketing at Dokainish & Company, as they discuss how current events and trends are reshaping project controls and mega-projects across industries. This podcast is designed for project managers, project controls professionals, IT leaders, and executives. Our listeners grapple with h ...
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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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Sequence Risk Can Derail Your Retirement: Here is How to Stop It | Practical Lessons from Wade Pfau
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1:02:38In this episode, we dive deep into the fundamentals of retirement planning with one of the most respected researchers in the field—Wade Pfau. Wade is known for blending rigorous academic research with real-world financial advice. We explore his groundbreaking ideas on the 4% rule, sequence of returns risk, annuities, income frameworks, and his inno…
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#310: Market Update Apr 25 – Darwin Dominates, Melbourne Signals Growth Ahead, Quartile Price Movements & Expected Rate Cuts Fuel Confidence
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57:30Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM This week, Dave, Mike and Cate tackle the data! Nationally, the gains could be described as "soft", but for Darwin and Hobart, things are anything but soft. With a second conse…
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Why is it so easy to blow $30 on takeout but so hard to cancel that Amazon auto-ship of things you didn’t even know you were buying? In this episode of Storytime with Pete, we unpack the psychology behind our worst financial habits—like dining out, impulse shopping, and spending to soothe our emotions. Pete breaks down the science of habit loops, e…
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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan
21:35
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21:35Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in…
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Beyond the Hashtag: Social Media Ethics for Wedding Day Assistants
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26:49In this eye-opening episode, Hailey Beard of Hailey Beard Events joins host and CWP COO, Krisy Thomas, for a powerful conversation about the often-overlooked ethics of being a wedding day assistant. Hailey brings a unique perspective as both a Certified Wedding Planner and someone who has assisted more than 15 planning companies throughout her care…
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From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)
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48:12In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to support the future of financial planning. Discover how SJP’s 2030 vision is being built around: Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs …
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Scenarios for the Republican Student Loan Bill
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26:44The Republican student loan bill is gaining steam and could seriously impact your repayment strategy. Let me break it down for you: undergrads might actually see some benefits here, but if you've got grad school debt? You might want to sit down for this one. Current borrowers won't get hit as hard as future ones, but painful changes could be on the…
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Policy Chaos, Human Flaws, and Your Portfolio: The Case for Active Management - Matt Gelfand, PhD [Global Investment Strategist]
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32:54In this episode host Belle Osvath, CFP® interviews Matt Gelfand, PhD, CFA, CFP®, Managing Director and Global Strategist at Princeton Global. Matt brings deep insight into the age-old debate of active vs. passive investing. Matt shares how his academic background in economics initially led him to embrace the efficient market hypothesis, but his dec…
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Our Project Planning Process📙
49:16
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49:16How do you plan projects? 🤔 📙 We want to hear from you! Send us an email at [email protected] Send us a message at https://instagram.com/plannerpalspodcast 📙 Want to find us elsewhere? Jess: https://youtube.com/JashiiCorrin Mark: https://www.youtube.com/@markyourpages
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Starting in the Mother Mutual World and Determining Personal and Professional Limits with Greg Young
46:16
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46:16I’m excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working with military, government employees, and educators through financial planning, investment management, and tax planning and preparation. In our wide-ran…
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Navigating Capital Project Uncertainty in 2025: Economic Challenges and Strategic Solutions
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34:20In this episode of "The Risky Planner" podcast, hosts Nate Habermeyer and Albert Brier tackle the pressing issue of uncertainty in capital investments during 2025's volatile economic climate. The hosts discuss how inflation, interest rates, supply chain problems, and trade tensions are creating unprecedented challenges for capital project planning.…
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R&D Tax relief – The system, pitfalls and how to maximise your claim
28:06
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28:06Research and Development activities can be expensive and time consuming but HMRC want to help. James is joined by Mary Schofield to discuss the R&D tax relief scheme and how innovative companies can benefit from enhanced tax relief. Mary provides her top tips on how to make the system work for you. #ResearchAndDevelopment #R&D #Tax #TaxRelief #Acco…
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What the Planning Act Got Right - and Wrong
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41:07As the Planning and Development Act 2024 rolls out, professionals across the sector are asking whether the new legal framework truly delivers on efficiency, environmental protection, and judicial review. Today, we dive into the tensions between reform and reality, and explore the implications for planners, developers, communities, and legal practit…
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Pete's Ideal Budget Gets Roasted
1:07:07
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1:07:07Years ago, Pete created the Ideal Household Budget, a simple-yet-spicy allocation model for how Americans should be spending their money. It lit up inboxes and dinner table debates across the country. But today, the gloves are off. Dame and Kristen come ready to challenge the old model—armed with data, real-world messiness, and a whole lot of sass.…
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273: An Alternative to Surge Meetings: What I Call Cluster Meetings
11:24
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11:24I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…
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TikTok’s Surprising Wealth Demographic with Ian Dempsey
41:56
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41:56In this episode of That NextGen Planners Podcast we talk to Ian Dempsey. Here we discuss; harnessing social media, building trust with clients online and the power of personal branding. Join our community: www.nextgenplanners.co.uk
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Navigating Now: What the highs and lows of stock can teach you
10:36
10:36
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10:36In today’s episode, we explore how the market’s emotional extremes—its 52-week highs and lows—can mess with our perspective if we’re not careful. Then we shift to Main Street with the latest retail sales numbers and what they say about how Americans are really feeling financially. Finally, we bring it home with a simple but powerful financial move:…
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Coffee Chat - FAM Trip Etiquette 101: Hospitality Starts with You
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43:59Let us know what you think! What do you want to hear about? Ever wonder what really happens on those whirlwind FAM trips planners rave (and rant) about? Let’s just say...someone once brought a plus-one to a site tour. Another showed up in a bikini. To a press conference. 😳 In this Coffee Chat episode, Eming and Sara unpack the unspoken etiquette of…
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Walking Through the Door: Real Talk on Allyship, Mentorship and Sponsorship
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54:06Send us a text What does it truly mean to be an ally—not just in title, but in everyday action? In this special episode of What One Thing?, we celebrate the inaugural Smart Allies cohort with candid conversations about leadership, mentorship, and advocacy. Leonard Hoops (President & CEO, Visit Indy), David Stevens (Co-founder, Olympian Meeting), an…
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Join us for a sneak peek of Tucker Bryant's keynote, "The Poet’s Keys: A Guide to Unlocking Innovation in Health Care Strategy," where he reveals how poetic tools can enhance creativity, collaboration, and competitive advantage in the health care industry. Discover how embracing these strategies can help health care professionals navigate an ever-e…
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How to Retire Often w/ Jillian Johnsrud
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1:00:12Learn from mini-retirement expert, Jillian Johnsrud! Website: https://retireoften.com/ Book Purchasing Link: https://lnk.to/retireoften Free Opt-In Worksheets Planning: https://retireoften.com/mini/ Negotiating: https://retireoften.com/onemonth/ This content is solely intended to provide general education. Please do not interpret any content as per…
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Navigating Now: The average car payment is what?!?!
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10:42In today’s CalmCast, we’re following the money — from Wall Street to your driveway. P/E Ratio – Is the stock market overvalued? We unpack what investors are really paying for and whether the math makes sense. Producer Price Index (PPI) – A leading indicator of inflation. If it costs more to make things, guess who eventually pays more? (Hint: It’s y…
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Cultural Celebrations: Navigating the Art of South Asian Weddings
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38:26From helping her mother with wedding henna applications as a child to becoming a Certified Wedding Planner, Certified Educator, and the proud Owner of Big Guava Events, Rima Shah’s journey reflects the vibrant evolution of cultural celebrations in America. In this episode, Rima joins host Krisy Thomas for a rich and insightful conversation explorin…
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272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
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36:23Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer! In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—…
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The Seismic Shift Markets Are Missing | Practical Lessons from Ben Hunt & Grant Williams
1:05:57
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1:05:57In this episode, we dive deep into some of the most thought-provoking ideas from two of the most original minds in investing: Ben Hunt and Grant Williams. Through a curated selection of powerful clips, we explore how markets have transformed from mechanisms of capital allocation to platforms of narrative and speculation. Ben and Grant challenge con…
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#309: How to Boost Borrowing Power – Debt Management Strategy for Smart Property Decisions & Unlock Investment, Home & Refinance Opportunity
47:54
47:54
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47:54Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM Welcome to Episode 3 of our special Property Trio trilogy, where we wrap up our deep dive into one of the most critical aspects of property investing in today’s environment: bo…
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Pensions + Union Benefits w/ Mary Ann Sullivan, CFP®
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44:16Learn from pension and union benefits expert, Mary Ann Sullivan! Contact Mary Ann: www.395financialplanning.com This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.Kirjoittanut Cody Garrett, CFP®
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Waiting for the world to change will crush you
1:07:36
1:07:36
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1:07:36There’s always a reason to wait. Maybe it’s the Fed. Maybe it’s student loan forgiveness. Maybe it’s the housing market finally “cooling off.” But here’s the truth: financial progress doesn’t happen in theory—it happens in action. In this episode, we’re talking about the dangerous game of waiting for someone else to fix your financial life. Whether…
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Guess what? We are moving this Friday episode over to the new Financially Free Era podcast! It is the next step to your financial planning journey after your student loan plan has been tackled with us here at Student Loan Planner. We hope this new show will answer your questions of: What else do I need to do? What else can I do to optimize my savin…
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Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss
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29:40Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this …
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271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In
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14:13I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…
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Navigating Now: Three Tools to Calm Your Finances in a Shaky Economy
10:34
10:34
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10:34In today’s CalmCast, Pete breaks down three essential tools for staying steady in a shaky economy. First, we look at how diversification can protect your portfolio from market swings — because when one sector zigs, you want another to zag. Then, we wade through the latest economic data and recession chatter to explain what a slowdown really means a…
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Listen to the Natives!
1:00:35
1:00:35
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1:00:35This week, Meg and Myra discuss life updates, Cowboy Carter tour is HERE, Katy Perry, Meg Thee Stallion, 1 Gorilla v 100 Men, Sinners movie, and current feelings about planning. Shop Plum Paper for 25% off SITE WIDE ! Use code WINE10 for an extra 10% off. SHOP HERE! Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content…
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20 Years, 450+ People: The Foster Denovo Growth Journey with Roger Brosch
27:45
27:45
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27:45Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo Talks In this episode of Financial Planner Life, we welcome back Roger Brosch, CEO of Foster Denovo, to reflect on a standout year for the business. 47% revenue growth 200+ new hires 7 acquisitions A thriving culture that’s stronger than ever Roger shares what’s d…
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The Diversification Delusion | The Risk that Leaves Both Stocks and Bonds Exposed
59:47
59:47
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59:47In this episode, Jack and Matt revisit one of the most debated topics in investing: the fate of the classic 60/40 portfolio. Drawing on insights from some of the smartest minds in finance—Bob Elliott, Adam Butler, Warren Pies, Rick Ferri, Jared Dillian, Andrew Beer, and Cliff Asness—they explore whether the traditional stock/bond mix still makes se…
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You won’t always have perfect data, unanimous advice, or a spreadsheet that answers all your questions—and that’s okay. In this episode of Storytime with Pete, we break down how to take in feedback, sort the good from the garbage, and make smart, confident financial decisions right now, not just “someday when you know more.” Featuring Maya Angelou,…
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Navigating Now: What you need to know about GDP
10:39
10:39
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10:39The latest GDP numbers are in—and they tell a story of a cooling economy amid policy shifts and global uncertainty. In today’s CalmCast, Pete breaks down what that actually means for your wallet. We’ll look at which parts of the economy are shrinking, what sectors are still showing strength, and how tariffs and interest rates are shaping the growth…
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270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone
53:45
53:45
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53:45Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll lear…
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Business Protection and what happens if...
19:14
19:14
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19:14James is joined by Financial Planning Specialist, Jon Matchett to talk about business protection policies and how structured planning can help deal with business risk, family earnings and facilitate business transitions should the worst happen.
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Why Your Savings Rate Is Probably Too High
19:49
19:49
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19:49Can “save more” be bad advice? We’re pulling back the curtain on something financial advisors rarely discuss: how saving too much can harm your quality of life. We'll unpack the uncomfortable truth about how all professions, including my own, handle potential conflicts of interest. This isn't about vilifying financial planning — it's about making s…
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#308: Darwin Under the Microscope - Will 2025 Mark the Return of Property Growth for Australia’s Most Affordable & Smallest Capital City?
56:33
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56:33Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM 🎙️This episode was inspired by a thoughtful message from a listener who challenged us to dig deeper into Darwin’s property market after we referenced it briefly on a previous s…
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The $84k Flood That Might Just Change Everything
1:05:07
1:05:07
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1:05:07When a pipe burst turned their dream townhouse into a soggy mess, this week’s listener found themselves with a surprise $84,000 insurance check and a big decision: buy the forever home now or wait out the madness of the housing market? In this episode, Pete, Dame, and Kristen break down whether selling a damaged home as-is is a smart financial move…
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Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden
26:53
26:53
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26:53Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning…
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I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your ti…
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Put the Fam On Payroll: Tax Hacks For Business Owners
39:49
39:49
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39:49Want to keep more money in the family? Hiring family members in your business can translate into some big tax savings — and set your kids up to get ahead with their own savings. Fresh off tax season, we explore the ins and outs of putting kids and spouses on the payroll, weighing the pros and cons, and sharing actionable tips for business owners lo…
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Navigating Now: How Not To Cut Your Market Returns In Half
10:37
10:37
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10:37In today’s episode, Pete the Planner breaks down three key money topics that matter more than you think: why time in the market always wins over timing the market, what the Federal Reserve's latest pause means for your wallet, and how your debt-to-income ratio quietly controls your financial stress level. Whether you're investing for the long haul,…
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Seen, Heard, Valued: The DEI Wake-Up Call
1:12:18
1:12:18
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1:12:18Let us know what you think! What do you want to hear about? In this episode of Smart Start Radio, hosts Eming Piansay and Sara Robertson speak with Zoe Moore, founder of Moore Consulting Agency and a leading expert in equity, diversity and inclusion (EDI) in the meetings and hospitality industries. Moore shares her personal journey from the U.S. Ar…
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Emergency Pod: New IBR and PAYE Under Threat in New GOP Bill
17:10
17:10
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17:10House GOP has proposed a new bill that would radically reshape student loans for years to come. But it would also impact existing borrowers too if were to pass.
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In today's Storytime with Pete, we get honest about something success stories often skip: luck. Pete shares a personal realization about being born on third base — and why acknowledging luck doesn’t diminish hard work, it actually makes success more meaningful. We explore why hearing about privilege feels complicated, how luck factors into building…
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From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey
46:56
46:56
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46:56In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey. Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her. Already working as a paraplanner, she used…
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