Podcast Feed
16. Strategic Business Planning: CEO of $500K/Month Company Shares Her Secrets
What is strategic planning, why does a small business need it—and just how do you write a strategic plan in the first place? We’ll get the answers to…
02.18.22 Clark Answers His Critics on Clark Stinks / Summer Travel & Wedding Planning
Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Meanwhile, Covid fatigue is peaking a…
Clark Howard
02/18/2022
02.07.22 STOCK MARKET: Ride the Decline Fortified / Valentines Day Planning.
Stocks are going through a cyclical decline and investors are nervous. Whether nearing retirement or younger, you can be positioned emotionally and f…
Clark Howard
02/07/2022
48. Tax-Free Strategies: The Roadmap To Financial Freedom With Tom Wheelwright
In this world, nothing is certain but death and taxes. But what if we tell you there’s a way to get around the latter? Jim Pfeifer talks to Tom Wheel…
Bigger Pockets
01/23/2022
262: Prenups, Projects, Prolific Spending, and Planning for 2022 w/ Carl & Mindy Jensen
Mindy may seem like a financial superhero to most listeners of the Money Podcast, but she’s nothing without her financial education inspiring partner…
Bigger Pockets
12/31/2021
Your 2021 Year-End Tax Planning Guide (with Ed Slott)
Our good friend Ben Franklin said the only things certain in life are death and taxes. Since we are coming up on year-end, we'll tackle one of those …
The Stacking Benjamins Show
12/08/2021
#10: 3 QUESTIONS YOU SHOULD ASK YOURSELF FOR 2022: Annual Financial (and Life) Planning
Today, we're talking about three questions we should be asking ourselves in preparation for a new year. Annual planning (both financial and otherwis…
Money With Katie
12/08/2021
351 | Year End Tax Planning 2021
In this week's episode, Brad and Jonathan are joined by Sean Mullaney to get a jump start on 2021's tax planning season. Together, they discuss manag…
525: Stop Planning Goals Around Results, Do This Instead w/ Geoff Woods
Our perceptions of work and life have changed significantly over the past year. While we once had a clear distinction between the two, now, we have a…
Bigger Pockets
10/31/2021
10.20.21 For the Win: Investing Trends / Disney’s New Genie Park Planner App.
The investing price wars continue, giving you more choice in the marketplace. You’ll end up with 50% more money for retirement being with a low cost …
Clark Howard
10/20/2021
360 - What Real Estate Investors Should Know About Estate Planning by Scott Smith
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Bigger Pockets
10/09/2021
09.07.21 Open Enrollment: A New Employer Benefit / Emergency Funds & End of Life Planning
What you need to know about new savings incentives you may see within your employee benefits during open enrollment. // Clark smart steps to keep yo…
Clark Howard
09/07/2021
233. Estate Planning Made Easy w/ Amy Blacklock and Vicki Cook
Estate planning is one of the most feared personal finance topics today. And yet, it behooves us all to tackle this somewhat complex topic as early a…
Earn and Invest
08/02/2021
How To Use A 529 Plan For Estate Planning
Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it.
The College Investor
07/27/2021
332 | Transform Your Tax Return Into a Springboard for Financial Planning
In this week's episode, Brad and Jonathan are joined by none other than the "FI Tax Guy" himself, Sean Mullaney. Together, they highlight reasons why…
#166 - The FIRE Planner - Step-by-Step Guidance to Reach Your Financial Potential
Episode #166 - FIRE (aka Financial Independence) means taking control of your money earlier in life so you have more control over your time. In this …
Coach Carson
05/17/2021
Planning for Parents
On this episode of DIY Money, Quint and Daniel share their advice on planning for parents who did not prepare for retirement.
155 - How to Choose a Financial Planner Who Gets Real Estate by Scott Smith
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Bigger Pockets
03/18/2021
Smart Tax Planning Moves with Sean Mullaney #331
Tax season is here and so it’s time to hear from a tax professional! Sean Mullaney is a financial planner, CPA, and the president of his own company …
How To Money
03/15/2021
College Planning 101 (Rewind w/ Financial Aid Pro Jodi Okun)
For many families college is right around the corner, and so is that first Business Office payment. Fortunately for you, we have some great advice on…
The Stacking Benjamins Show
03/03/2021