Podcast Feed
Avoiding Financial Scams & Retirement Planning with Ben Carlson #235
Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. There, he helps to create detailed investment plans and …
How To Money
08/03/2020
7.30.20 Websites that help end of life planning; Major discounts available for monitored driving
Lantern and Cake are newer websites that do a great job helping people plan for the future and do some estate planning. If you will let your insuran…
Clark Howard
07/30/2020
Top 5 Retirement Planning Myths with Emily Guy Birken (SB RWD 109)
There have been plenty of retirement headlines shared online lately. While many of these articles share some great grounding advice, we've also seen …
The Stacking Benjamins Show
07/01/2020
How to Do Financial Planning
Why individuals should use a more agile approach to investing and financial planning.Topics covered include:How to incorporate low probability catast…
Money For the Rest of Us
06/24/2020
127: Planning for the Unexpected: Being Financially Ready to Take Advantage of Opportunities with R…
Ramit Sethi from I Will Teach You To Be Rich is back again to chat with Scott & Mindy about money, unexpected events, and taking advantage of opportu…
Bigger Pockets
06/01/2020
Shifting Your Life and Money into "Drive" (plus an intro to Blueprint Income's AARP Annuity Hub)
Ever feel stuck? Here's a question: How do you stop thinking about doing something important in your life/career/money and actually get started with …
The Stacking Benjamins Show
05/15/2020
202 | Student Loan Planner with Travis Hornsby
Travis Hornsby is back on the show to share a bit of knowledge on his specialty: Student Loans. Travis digs into some details that could potential sa…
118: Retirement Planning During (and After) The Coronavirus with Kyle Mast
Kyle Mast is a Certified Financial Planner, back for his third episode to answer YOUR questions about our current market conditions. We ask him the q…
Bigger Pockets
03/30/2020
Student Loan Planner Review: Expert Help For Student Loan Debt
A brief summary of this episode
The College Investor
02/25/2020
Choosing a Financial Planner
In this episode Quint and Daniel discuss the different ways Financial Planners are compensated and what to look for when choosing them.
#101: An Early Retirement Blueprint with Erion Shehaj
Episode #101 - Erion Shehaj is a real estate agent & investor who helps clients use real estate to achieve financial independence. Chad interviews Er…
Coach Carson
02/17/2020
1.23.20 Planning for retirement; Employer pays off employee mortgage; Income share agreements inste…
Clark discusses the expenses many retirees don't consider when they are planning for retirement. Some call them "stealth expenses." It's important to…
Clark Howard
01/23/2020
106: Planning For Your Future Wealth with Megan Gorman from The Wealth Intersection
Megan Gorman started learning about money very early – at age 5 she begged her parents for a Little House on the Prairie Dress. Her parents said we’r…
Bigger Pockets
01/06/2020
The Essential Estate Planning Documents - What You Need And Why
A brief summary of this episode
The College Investor
01/02/2020
12.31.19 Planning a cheap ski vacation; Why credit unions rock
Snow skiing is a very expensive hobby. There are many bargains available for getting to the slopes and skiing. CO and UT are the 2 biggest ski zones.…
Clark Howard
12/31/2019
Planning the Perfect--and frugal--Holiday Party (with David Tutera)
Whether for holidays, office events, or social get-togethers, December feels like the official month of parties. If you've ever thought about hosting…
The Stacking Benjamins Show
12/09/2019
WCI #135: Estate Planning with Daniel Kesten
Daniel Kesten, an estate planning attorney and a speaker at the WCICon 20 in Las Vegas in March, is our guest on this episode. We have a great discus…
White Coat Investor
12/05/2019
155R | Year End Tax Planning
Sean Mullaney joins the show to discuss year-end tax planning. He goes into deductions, self-employment income, and how to get the most from your ded…
Financial Planner
About this Episode Army Veteran Grant Montgomery transitioned into to financial planning with Infinitas. Grant served just over 20 years as a Field A…
Veteran On The Move
11/04/2019
#71: Your Blueprint to Financial Independence With Chris Mamula
Episode #71 - Chad interviews Chris Mamula, author of the new book ChooseFI: Your Blueprint to Financial Independence. Chris retired early at age 4…
Coach Carson
09/30/2019