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An Australian podcast that provides useful information on retirement planning, superannuation, and the financial world in an easy-to-understand manner. Contact the financial planning experts Michael Hogue or Dallas Davison of Money Over 50 Financial Advisers via email podcast@mo50.com.au
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty. The UK's premier personal finance show.
 
Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Adviso ...
 
Subscribe to Make Money Count, the Podcast by Canada's Number 1 Independent Mortgage Brokerage, Cannect Home Financing. Find out, the difference between Fixed and Variable Rates; Why you should break your mortgage; how to manage your WACC; what to know when you ask for a loan, and so much more. Going live to YouTube, Facebook, and Toronto's Newstalk 1010AM, listeners can call into the show and ask the team the hard hitting questions their bank ignores. Marcus Tzaferis and the Cannect team ho ...
 
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
 
Rewind this mixtape of investing made easy by hearing from top financial experts, CEO's, influencers and ordinary South African's who continue to own the market. No jargon, no complications. Just a cool guide to investing. Disclaimer: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaus ...
 
If you’re skeptical and frustrated with Wall Street and the financial products world, The Clear Money podcast will help. What if our system could help you save hundreds, or even thousands of dollars every year? More important, your values matter. We understand there are some values you would never want to violate just to make a profit. Fans of our podcast are leaders who want independent advice, from a proven system, based on timeless biblical principles. Mark and his team have helped hundre ...
 
Personal finance education is essential but essentially boring. Drawing on his real-time experiences dealing with his clients as an Independent Financial Adviser (IFA), Nick Lincoln will aim to both educate and entertain - within reason! Expect your assumptions and preconceptions about money to be challenged. Expect to be told what you need to hear, not what you want to hear. Get in touch with Nick on Twitter @HatTipNick or via good old email: info@v2vfp.co.uk. All feedback and future show s ...
 
Residential property is the only asset class we live in, it is where we raise our family’s, 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 overloaded with information and one size fits all recommendations from the media, well-meaning friend ...
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
Imagine a world where poverty is replaced by prosperity. Imagine a world where financial independence enables freedom of choice. Imagine a world where we all can make a difference and contribute to society by not leaning on the government pennies for our future, but contributing our pennies to the government for our future generations. Such a world can exist. If you choose to take the first step. Together we can then create this world.Money Intelligence (MQ) provides you with everything you ...
 
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 ...
 
The World Is Listening To DAVE RABBIT Are You? ”Dave Rabbit”, the “Godfather Of Pirate Radio”, welcomes you to "The Rabbit Zone". So Fasten Your Seat Belts, bring your seats and tray tables to their Fully Upright Position, then bend over and Kiss Your Ass Goodbye, because the “Dave Rabbit” & “Radio First Termer” Pirate Radio Experience is an Extremely Dangerous & Bumpy Ride! Everything Here Is FREE To Enjoy & Share! DAVE RABBIT LOVES JESSICA RABBIT Military EntertainmentNetwork In 2006, Dave ...
 
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show series
 
One of our abilities that we pride ourselves in having, is being able to see what our client's natural strengths/attitudes are, as well as their weaknesses. These can range from savings abilities, capacity to earn income, or even the ability to follow instructions well. For all listener questions/feedback, please contact the team at podcast@mo50.co…
 
ProPublica brings awareness to how the wealthy are not impacted by income taxes. In this episode, Aaron and Trishul discuss the ProPublica article that explored the True Tax Rate of the wealthiest Americans. The article examined income taxes as a percent of growth in wealth. The findings were nothing short of remarkable. Our hosts explore the fairn…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ Weekly market updates 1. NAB late to the property party – bumps up property forecast for 2021 In its quarterly report, NAB has recently adjusted its property forecast for national price growth to now hit 19% in 2021. This is bumped up from its prediction 3 months ago of 14%, (and 6 mont…
 
Welcome to another episode of 20/20 Money! My guest on today’s show is Michael Pote. Michael has been on the show before (you can check out those conversations by clicking here for Part I and here for Part II) to talk about selling your practice to private equity and I wanted to have him back on the show for a couple of reasons as I’ve found myself…
 
This week’s episode is all about breaking your mortgage and the penalties associated with it. We had three callers, along with Iain, explain their current mortgage situation and what they face to get out of it. As you’ll hear, sometimes the penalties are minimal and your lender will try to hide that from you, but other times it is substantial. Have…
 
When it comes to retirement savings, there are a select few numbers that are more important to your retirement savings than others: 8% - Average a return of 8% every year through investment. 5% - Draw an income of 5%. 0% - Pay 0% tax on your income. $1.6M - The amount a couple may need for a comfortable retirement. Keep in mind, these are just the …
 
In sports, defense wins championships. And in retirement investing, diversification wins returns. When you’re young, you have more room to play offense and take huge risks. But in retirement, these risks could bankrupt your portfolio in a hurry. Diversification protects your portfolio. And there are ways to diversify without sacrificing your return…
 
When you’re too busy owning the market, from penny stocks to ETFs, it’s easy to miss some of the biggest news and exciting wins that have been happening inside EasyEquities. From new asset classes, to celebrating birthdays and hitting the big 1 million mark. So sit back and relax, as Dj @ Large rewinds back with the CEO of Purple Group and EasyEqui…
 
In this episode of the Maven Money Personal Finance Podcast… Andy shares some nuggets of wisdom as he approaches a milestone. Links: Humans Under Management Andy Hart Leave a review! Don't forget to check out the Maven Adviser website for more great content. So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premier …
 
When borrowing money, you are making a decision now that your future self will need to pay for (in the form of loan repayments). It's important to truly think about whether or not your future self, which is still you (don't forget), will be happy with the purchase you make today. For all listener questions/feedback, please contact the team at podca…
 
Investing in real estate isn't bad, but that doesn't make it good. In this episode, Trishul and Aaron explore real estate as an asset class. They discuss individual investment properties, non-traded REITs, and publicly traded REITs. Real estate investments include equity and fixed income components, and they can have a low correlation to stocks and…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's Ep#111, Dave, Cate and Pete take you through: 1. Booms and busts The trio discuss the booms and busts from the years of 2003 to 2020. For each capital city and nationally, they cover the top performing 3 years and also the bottom 3 years during this time. Check out our sh…
 
Welcome to another episode of 20/20 Money! My guest on today’s show is Nate Ebel. Nate is the founder of Ten31 Marketing, a marketing agency located in Bloomington, IN that serves optometrists nationwide. In this conversation, Nate and I talk about different strategies and tools practice owners can use to increase the effectiveness of their marketi…
 
This week’s episode is about private lenders. Dealing with them can be tricky. They often see good borrowers in desperate situations. These lenders often have to pay a lot of third party fees for deal origination and advisor commissions, so they need to make that up from the borrower. Without information, these borrowers can be exploited as a resul…
 
In this episode, Michael and Dallas discuss why 60 year olds are much more employable than they think, especially in regards to doing part-time work in retirement. When you are 60 and actively pursuing work, it is most likely that you are full of desirable traits e.g. great work ethic, reliability, & enthusiasm. Just go for it, and you'll surprise …
 
From SABC 1's popular youth television programme YOTV, to handling early mornings on the Power of 5. On the next episode, Dj @ Large hangs out with a witty and vibrant queen in the media industry, Karabo Ntshweng. When she isn’t rocking the airwaves on her weekday radio show on 5FM, she’s finding cool ways to invest in herself. Rewind this mixtape …
 
There’s a popular retirement advertisement that asks “what’s your retirement number?” Most retirees agree that having a higher retirement number through saving is better than having a lower number. And while that’s true, it misses the mark about the most important retirement aspect: Retirement income. Retirement income lets you spend every penny of…
 
In this episode of the Maven Money Personal Finance Podcast… Andy flies solo with some concise investing wisdom. Links: Humans Under Management Andy Hart Leave a review! Don't forget to check out the Maven Adviser website for more great content. So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premier personal fina…
 
The old saying "no news is good news" holds true in the world of financial planning. The benefit of a good financial adviser is that they are able to put effective plans in place that make sure you are doing all the right things. For all listener questions/feedback, please contact the team at podcast@mo50.com.au.…
 
From SABC 1's popular youth television programme YOTV, to handling early mornings on the Power of 5. On the next episode, Dj @ Large hangs out with a witty and vibrant queen in the media industry, Karabo Ntshweng. When she isn’t rocking the airwaves on her weekday radio show on 5FM, she’s finding cool ways to invest in herself. Rewind this mixtape …
 
Even if the Yale Model works for endowments, you probably shouldn't follow it. In this episode, Aaron and Trishul discuss the Yale Model. With indefinite investment horizons, endowments typically gravitate towards illiquid investments, such as hedge funds, private equity, and venture capital. Trend following aims to take advantage of human irration…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode, Dave, Cate and Pete take you through: Market insights 1. Latest unemployment figures exceeds expectations In the latest figures released by the ABS, the unemployment rate has come down to 4.9% in June from 5.1%. The last time we saw unemployment this low was in J…
 
Welcome to another episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Nathan’s been a guest in the past on the show and he joins me today to talk about a topic that’s been front-and-center for both of us in a lot of conversations that we’ve been having lately with ODs around the country: preparing for an exit. Specifically, we break …
 
This week’s episode had it all: Caller questions, tips for evaluating your mortgage breaking options, and classics from the Travelling Wilburys. Our callers each had situations that everyday borrowers can relate to. Being turned away from borrowing more due to being self employed, and needing money to support a small business that is struggling fro…
 
When you are 45 years old, you're life goals and focus are distracted from retirement as you tend to have so many more things to worry about. Once someone hits 50, they tend to switch their focuses on planning for retirement and doing what they need to get in the right position. For all listener questions/feedback, please contact the team at podcas…
 
If you've ever invested or talked about the market, you've likely heard about the “Dow Jones.” Yet, few people have an understanding of what that is or how it started. The Dow watches over some of the biggest and most prominent companies in the country. Paying attention to them is the only way to make sure everything fits into the future of your pl…
 
In this episode of the Maven Money Personal Finance Podcast… Andy talks all things Ltd Co investing with special co-host, Michael Vogiatzis. Links: Humans Under Management Andy Hart Leave a review! Don't forget to check out the Maven Adviser website for more great content. So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of th…
 
Clients often wonder why I'm able to predict how certain decisions will affect them financially and emotionally in the future. A combination of expertise and experience has given us a type of "muscle memory" allowing us to see the consequences of most actions. For all listener questions/feedback, please contact the team at podcast@mo50.com.au.…
 
Discover how doctors are cutting their tax bills by tens to hundreds of thousands of dollars. This is for physicians and dentists who want to accelerate wealth-building by legally and ethically lowering their taxes. It looks like tax season is wrapping up and depending on who you are it might have stung a little. So we asked Dr. Vick Rackner, MD an…
 
Commodities probably don't help your portfolio the way you think they do. In this episode, Trishul and Aaron discuss how commodities may fit into an asset allocation. In theory, gold, oil, and even corn can be a store of value and provide opportunities for speculation. And with futures and the magic of margin leverage, it's possible to amplify retu…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's Ep#109, Dave, Cate and Pete take you through: 1. Property market acceleration is reducing, but still going strong June’s growth rate of 1.9% is down 30 basis points from May 2021 2.2%, and 90 basis points from a recent peak in March 2021 2.9%. All capital cities except Ca…
 
Welcome to this episode of 20/20 Money, and if you’re listening to this on July 12th, happy National Heterochromia day! Today’s episode is my guest appearance on the podcast Try Not 2 Blink, a really enjoyable optometry podcast hosted by two great ODs Drs. James Deom and Roya Habibi. I’ve put links to the podcast in the show notes or just search Tr…
 
What has been your biggest money mistake? During your journey toward financial independence and bossing the markets, chances are you’ve learned a few lessons the hard way. Catching an L and making a few money mistakes are all a part of the adventure. From investing your hard earned chunkuras in a bad stock, to trying to keep up with the Khumalos an…
 
This week’s show zones in on the home equity loan. There is a tug of war going on right now between interest rates and inflating asset prices that’ll dictate where housing prices will go over the next several years. This adds a lot of uncertainty to people looking to enter the real estate market for the first time, but it will also greatly impact t…
 
It's unfortunate that we live in a world where service providers are able to take advantage of an information imbalance between them and the consumer, and effectively "steal" from them. This episode provides some tips on how to avoid the crook/charlatan. For all listener questions/feedback, please contact the team at podcast@mo50.com.au.…
 
It has certainly been a crazy start to the year when it comes to the market. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors President Kris Maksimovich for a midyear recap. With the comical sparring we have come to appreciate, they offer us a year-to-date report card before …
 
What has been your biggest money mistake? During your journey toward financial independence and bossing the markets, chances are you’ve learned a few lessons the hard way. Catching an L and making a few money mistakes are all a part of the adventure. From investing your hard earned chunkuras in a bad stock, to trying to keep up with the Khumalos an…
 
Looking for the best financial advisor is more complicated than you think. And you're going to have a lifelong relationship with them, you need someone who is about more than the numbers. Having a plan that never runs out of cash starts with an advisor who knows how to best serve you. Having a happy and stress-free retirement depends on you (not a …
 
In this episode: Steve Discusses how excited he is about the investing opportunities in this techno-digital revolution. To schedule an appointment: https://go.oncehub.com/CallSavvyDoc Phone: 760-692-5600 Disclaimer: Savvy Doc Financial Planners is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective cli…
 
I think it is relatively safe to say that most people would prefer to not go to any doctor's appointments, they just want to be healthy. The same is likely to apply in financial advising, they just want to make sure that they are going to be OK. It's our job to make sure that our clients are doing well; if we can determine that they are financially…
 
It's easy to be pessimistic about bonds, but they are actually necessary for your portfolio. In this episode, Aaron and Trishul go in-depth on why you need bonds. Despite low rates of interest and their limited ability to outpace inflation, bonds are essential in all but the most aggressive of portfolios. By understanding the mechanics of coupons, …
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's Ep#108, Dave, Cate and Pete take you through: Market insights 1. Race to the finish – Vic stamp duty concession is over The Victorian stamp duty concession for properties purchased under $1million ended on the 30th of June. This produced some last-minute scrambling for th…
 
Welcome to this episode of 20/20 Money! I often get asked the question “Have I saved enough” for retirement or “How did my portfolio do compared to the benchmark?” In this episode, I’ll share with you why I think that’s the (semi) wrong question to be asking…and what the right questions to be asking are regardless of where you are in your wealth bu…
 
We hope you all had a great Canada Day weekend. This week’s episode takes a deep dive into the profitability of our Canadian big banks. Did you know that these banks, on average, have been profiting $4,000 per Canadian household over the last year? While the services of the banks are essential to households and our economy as a whole, it is importa…
 
Getting your retirement savings to where you need to, requires both hard work and good work. Are you doing the work that you need to do, and are you doing it in the most effective way? A combination of your hard work and our good work can ensure you make the most out of your wealth-building efforts. For all listener questions/feedback, please conta…
 
To avoid running out of money in retirement, you have to be realistic about how much you save and spend. And if you aren’t realistic with your money, the entire plan could fall apart. Retirement is about knowing how much you need, not how much you make right now. And most people spend their entire lives building a plan around the wrong number. In t…
 
In this episode of the Maven Money Personal Finance Podcast… Andy returns to the listener stories and is joined by Graham Wells. Links: Humans Under Management Andy Hart Leave a review! Don't forget to check out the Maven Adviser website for more great content. So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premi…
 
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