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The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
Through our Monday Musings podcast, we hope to create a community where we can support and challenge each other through conversations, discussions and storytelling. We will be offering helpful advice and updates designed to help you with your financial planning.~More about us at Straight Talk Financial Planning...Yes, at Straight Talk Financial Planning we provide Financial planning specialising in Pensions, Investments, life assurance Wills and Powers of Attorney across the South Coast, but ...
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Securities offered through Kalos Capital, Inc. and Investment advisory services offered through Kalos Management, Inc. located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.
 
DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
Do you know if you are making the right decisions for your life with your money? Are your financial plans the right ones for you? Many people don't know what they don't know about planning for their financial future. In this show Mark Singer gives tips, insights and information to help guide you in making more confident decisions that fit your life. Mark Singer CFP® and President of Safe Harbor Retirement Planning has 25 years of experience in the financial services industry. In 1990 he foun ...
 
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show series
 
6 KILLERS OF RETIREMENT – In today’s world we all use GPS to know where we are and where we are going. A written income plan is your GPS when it comes to planning for retirement. If you don’t have one you will most likely end up lost and wondering if you will have enough income in retirement. Listen as John Kuykendall discusses the need for a writt…
 
In this week’s Monday Musings, David talks about, Markets Moving Up. Read the full Monday Musings over on the Straight Talk Financial Planning website. _________________ David and the team at Straight Talk Financial Planning believe is that communication is the most important part of the relationship that we have with our clients and we want to be …
 
Jeremy Keil is the founder of Keil Financial Partners, a hybrid RIA from Milwaukee that manages $85-million for 170 clients. Jeremy has leveraged two lead generation services to grow his firm by twice its size in only two years, and also outsources his lead follow-up so he only spends time meeting with the most qualified prospects. Listen in as Jer…
 
In this week’s Monday Musings, David talks about, sage thoughts from a 90-year-old. Read the full Monday Musings over on the Straight Talk Financial Planning website. _________________ David and the team at Straight Talk Financial Planning believe is that communication is the most important part of the relationship that we have with our clients and…
 
Welcome to this podcast mini-series from the Financial Services Council.In these podcasts we’re reflecting on the highlights and talking points from the FSC Life Insurance Summit, recently held in Sydney (April 2021).In this episode, reporter Andy McLean interviews FSC CEO Sally Loane. They discuss the highlights from the Summit, and more,…
 
Welcome to this podcast mini-series from the Financial Services Council.In these podcasts we’re reflecting on the highlights and talking points from the FSC Life Insurance Summit, recently held in Sydney (April 2021).In this episode, our roving reporter Andy McLean caught up with Carly Van Den Akker from Swiss Re, to discuss the topical issue of me…
 
Leighann Miko is the founder of Equalis Financial, a fully virtual advisory firm that offers ongoing planning services for 45 creatives within the LGBTQ community. Leighann has been able to realize financial freedom in her own life by serving a unique community that she is also a part of and that often face financial insecurity. In this episode, Le…
 
Welcome to this podcast mini-series from the Financial Services Council.In these podcasts we’re reflecting on the highlights and talking points from the FSC Life Insurance Summit, recently held in Sydney (April 2021).In this episode, we tackle the regulatory landscape. During the Summit, our podcast interviewer Andy McLean caught up with two indust…
 
“It’s insane to think that every time you have a slowdown in the economy or the stock market, you can just print, infinitely more money and expect it to go away. This is a dead economy revived only by endless money printing. And it will not end well”. So claims our guest this week, Mr. Harry Dent, on Retirement Lifestyle Advocates radio. Your host,…
 
ARE YOU PREPARED? – Do you hold annual reviews of your plan to assess if you have met previous goals and to set new goals and benchmarks? On this week’s episode John Kuykendall addresses different questions that you should ask yourself when planning for retirement.저자 John Kuykendall
 
The absence of planning is probably the most significant reason why fear is so common when it comes to retirement. Not addressing income planning can lead to a less fulfilling retirement lifestyle. Listen as John Kuykendall discusses the importance of having a written plan for generating retirement income.…
 
Welcome to this podcast mini-series from the Financial Services Council. In these podcasts we’re reflecting on the highlights and talking points from the FSC Life Insurance Summit, recently held in Sydney (April 2021).In this episode, we tackle a crucial issue for the industry – sustainability. During the Summit, our reporter Andy McLean caught up …
 
The Major Markets ended mixed but mostly lower. Only Emerging Markets managed to end higher. However, all five indices closed less than half a percent higher or lower than the prior week. For the S&P 500, the week was marked by back-and-forth trading as each day seemed to offset the prior day’s trading. Investors seemed largely unswayed by fresh al…
 
Paul Saganey is the President and Founder of Integrated Partners, a hybrid RIA based out of Waltham, MA, that manages over $10 billion for 18,000 affluent clients. Paul has managed to generate hyper growth for his firm through strategic alliances with accountants who act as a resource for CPA firms to build out their financial services divisions. I…
 
In this weeks Monday Musings, David talks about Experience V Market Madness - Monday Musings 26/04/2021 - Straight Talk Financial Planning _________________ David and the team at Straight Talk Financial Planning believe is that communication is the most important part of the relationship that we have with our clients and we want to be as transparen…
 
We all have blinders about various things in our life that leave us blind to things we do not know or understand. What is a blinder? Well, it could be a bias about something, it could be a protection mechanism to ignore something, it could be immaturity about something or it could simply be ignorance of not knowing any better. Now, I realize that t…
 
Matt Gulbransen is the President of Pine Grove Financial Group, an RIA based in Minnesota that manages over $550 million for 325 families. Despite the widely held belief that direct mail and educational seminars no longer work, Matt has continued to see positive marketing results from both over the past decade. In this episode, Matt shares how he u…
 
In this weeks Monday Musings, David talks about what a difference a day makes. Lets see what David talks about in this weeks Monday Musings - Monday Musings 19/04/2021 - Straight Talk Financial Planning _________________ David and the team at Straight Talk Financial Planning believe is that communication is the most important part of the relationsh…
 
Imagine that you are financing the purchase of a home. You get to the closing table, and upon review of the loan documents, you notice that the interest rate and the amount that you’re required to pay back to the lender are left blank. How would you react if the lender said, “Don’t worry about it, we’ll figure that out later. We’re just going to pu…
 
YOUR 401(K) & EMPLOYER PLAN – What are the best options to save towards retirement? If a Roth 401(k) is offered, is that an option I should take advantage of? Tune in to learn about your employer retirement savings options and your 401(k) as John Kuykendall discusses what you need to know on Financial Focus.…
 
Amy Mullen is the President of Money Quotient, a company that has developed tools and training to help advisors have more meaningful conversations with their clients. Money Quotient’s offering is unique in that they not only give advisors the tools to help clients achieve their goals, but they also help clients get clarity around what is most impor…
 
Welcome to the Monday Morning Market Minute for April 12th! This week Mike Desepoli discusses Fed chair Jerome Powell's appearance on 60 minutes, and what message he is sending to the markets. Later this week, earnings season kicks off yet again and we will be watching closely. Have a great Monday!
 
In this weeks Monday Musings, David talks about opportunity for investment - Monday Musings 12/04/2021 - Straight Talk Financial Planning _________________ David and the team at Straight Talk Financial Planning believe is that communication is the most important part of the relationship that we have with our clients and we want to be as transparent…
 
The stock market is more overvalued than it’s ever been by every historical measure. “I wouldn’t be surprised if we see a 1987 or ’29 type shock at some point”…followed by inflation similar or greater than we saw in the 70’s and early 80’s. That’s the forecast from this week’s guest on Retirement Lifestyle Advocates Radio, Mr. David Skarica. Listen…
 
LAST MINUTE TAX MOVES – Over a lifetime, taxes are one of our largest and most costly expenses. They help to pay for a lot of the services we use and count on, but many feel we could better decide how to use our own money and would be more responsible with it. On this week’s episode John Kuykendall talks strategy and some last-minute tax moves to c…
 
Marianela Collado is the CEO and majority shareholder of Tobias Financial Advisors, an independent RIA based in Florida that manages over $500 million in AUM for 257 clients. Marianela navigated an accelerated succession plan laid out by the founder of Tobias Financial, and has successfully grown the firm from a one-person operation to a staff of s…
 
Are we looking at a deflationary collapse in the next 12 months? Our guest this week, Mr. Karl Denninger says he would not be surprised by a 50% re-pricing in all asset classes. Join your host, Dennis Tubbergen as he and Mr. Denninger discuss forecasts for the economy, healthcare, and the markets in the coming months. Mr. Karl Denninger is an Ameri…
 
Jonathan Kuttin is the founder of Kuttin Wealth Management, a hybrid RIA based out of Long Island, New York that manages over $3 billion dollars for 5,500 clients. Kuttin Wealth has grown to the point where Jonathan made the decision to separate client-facing service from leadership and operations, which allows for employees to focus solely on what…
 
Welcome to the Monday Morning Market Minute for March 29th! Markets continue to chop as the first quarter comes to an end. There is likely to be volatility this week and the market has a few major events on the economic calendar.....but history suggest there might be a surprise awaiting investors in the month of April. Join Mike Desepoli as he disc…
 
It’s amazing to think that the Japanese stock market topped out 31 years ago and the European market topped 21 years ago, and the Chinese market topped to 14 years ago. As positive social mood is waning here in the U.S., our guest this week on Retirement Lifestyle Advocates radio, socionomics expert Mr. Murray Gunn, concludes that a multi-year bear…
 
The major markets retreated once again as all 5 indices closed lower. The losses were evenly paced as all five closed within half a percent of each other. This occurred despite fresh all-time high in the S&P 500 and the Dow Jones. Looking back at last week, possibly the most consequential economic event that took place was Federal Reserve Chairman …
 
Miye Wire is the founder of an eponymous hybrid RIA that manages $200 million dollars for 250 young professional families and has become the go-to benefits and equity compensation expert for Microsoft employees. Miye has built her firm around a robust referral engine from her niche, thanks in part to the memorable client events she hosts throughout…
 
TAXES (PLANNING VS FILING) – Tax planning presents us with great opportunity to get in front our future tax liability. Understanding and planning for taxes can help us to have a more stable and prosperous retirement. Listen as John Kuykendall discusses the importance of future tax planning on this week’s episode.…
 
The dollar will eventually be completely discredited and lose credibility. The thing that’s helping it right now is the fact nearly all world currencies are going through the same process. Eventually, currencies are going to have to be valued against something tangible. Our guest this week is Brien Lundin. Join your host, Dennis Tubbergen, as he an…
 
Shane Mason is the co-founder of Brooklyn FI, a fee-only RIA that was founded in 2018 in Brooklyn but that has since shifted to being fully virtual. Brooklyn FI was built in the style of a tech startup where their financial advice service offering is a product unto itself, and they currently serve 159 next-generation clients charging a fee of aroun…
 
Welcome to the Monday Morning Market Minute for March 15th! Markets are trying to turn the corner in early action and our time has alot of things on our mind. Mike Desepoli revisits our take on treasury yields, as well as shares some of our high frequency data which is very encouraging. Have a great day!…
 
Should you be investing in a Stocks & Shares ISA? - Lets see what David talks about in this weeks Monday Musings - Straight Talk Financial Planning - Monday Musings - 15/03/2021 _________________ David and the team at Straight Talk Financial Planning believe is that communication is the most important part of the relationship that we have with our …
 
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