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A podcast devoted to urban planning and the people who make it happen.
Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.
Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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The Family Planning Files
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The Family Planning Files
National Clinical Training Center for Family Planning
The latest information, news, and trends impacting family planning clinicians. Visit us online at www.ctcfp.org and www.fpntc.org.
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Retirement Planning Education, with Andy Panko
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Retirement Planning Education, with Andy Panko
Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
The podcast for finance professionals tasked with taking their businesses to new heights.
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WDW Prep To Go - a Disney World planning podcast
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WDW Prep To Go - a Disney World planning podcast
Shannon Albert
***Voted "Most Informative Podcast" in the Disney Podcast Awards*** A Disney World planning show covering topics that include touring plans, packing tips, travel with kids, Disney Dining Plan, which rides to ride, Disney resorts, magical touches to add to your trip + lots more. Visit WDWPrepSchool.com for even more tips.
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City of Sacramento: Planning Commission Audio Podcast
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City of Sacramento: Planning Commission Audio Podcast
City of Sacramento
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SWP - The Strategic Workforce Planning Podcast
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SWP - The Strategic Workforce Planning Podcast
Nick Kennedy
Showcasing the amazing global speakers at SWP, The Workforce Planning Institutes global strategic workforce planning conference program. SWP brings a truly global perspective to understanding our future workforce requirements.
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City of Ventura: Planning Commission Video Podcast
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City of Ventura: Planning Commission Video Podcast
City of Ventura
Welcome to the American Planning Association Podcast. This is your source for discussions, interviews, and lectures on a multitude of planning topics.
Welcome to Bad Planning, where Quill & Audrey show up on recording day and try their damndest to bring good vibes, questionable life advice, and funny shit, Barbara.
Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
Where Urban Planning, Cities, Hip Hop Culture and Community Development conversations live. The Streets are Planning Podcast highlights the unheard voices, stories and impact of community leaders working in cities and neighborhoods across the globe.
If you want to build a house, where would you start?
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Informed Decisions Independent Financial Planning & Money Podcast
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
Have We Got Planning News for You is a light-hearted review of the last two weeks developments by five barristers from across the Planning Bar: Paul Tucker KC, Mary Cook, Sasha White KC, Charles Banner KC and Christopher Young KC. We invite a special guest from the most influential ranks of the Planning World, and we host a special topic each week from Garden Cities to Planning Reform. The views expressed by our guests are their own and do not necessarily represent the views of the panellists.
Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
Bringing the joy of financial planning to a cynical, skeptical, educated generation that needs to believe in the American Dream again. Views from a CERTIFIED FINANCIAL PLANNER™, former United States Congressional candidate and Adjunct Instructor at George Mason University in Fairfax, VA and American University in Washington, DC.
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Maryland-National Capital Park and Planning Commission: Live and OnDemand Media Audio Podcast
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Maryland-National Capital Park and Planning Commission: Live and OnDemand Media Audio Podcast
Maryland-National Capital Park and Planning Commission
Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
Planning & Land Development Regulation Board Meetings for the City of Palm Coast, FL
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Psychology of Financial Planning Podcast
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Psychology of Financial Planning Podcast
Dr. Charles Chaffin and Dr. Brad Klontz
Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better.
Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options? Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planni ...
Planning phase syndicate is a collective of X-Wing miniatures game players, sharing their experiences with the game. They will strive to bring you a variety of content from training and how to videos all the way to streamed games and hot meta-takes. The show’s focus Will be both to teaching new players as well as helping to hone those veterans skills. With fun, educational, and creative content, they will endeavor to add value to the listeners X-Wing experience. With some in-depth discussion ...
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Addicted to the Mouse: Disney Podcast | Disney World, Universal, & Cruise Vacation Planning
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Addicted to the Mouse: Disney Podcast | Disney World, Universal, & Cruise Vacation Planning
Dan and Leslie Lowry
Disney World Podcast, Vacation Planning, & Trip Reports
Welcome to conversations about Advance Care Planning. This is the podcast where we talk about Advance Care Planning, what it is, how to do it and why it matters. Conversations about Advance Care Planning has grown from my passion to support professional understanding and promote public awareness about planning ahead. If you are a team looking to provide better end of life care, or set up a one off or complete education programme in end of life care head to https://www.speakformelpa.co.uk whe ...
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Disney Deciphered: a Disney World planning podcast
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Disney Deciphered: a Disney World planning podcast
Leslie Harvey and Joe Cheung
Join Leslie from Trips with Tykes and Joe from asthejoeflies as we discuss how to save you money, time, and stress as you plan your Walt Disney World vacation. Visiting Disney is like visiting another country - we're here to help you understand the ins and outs of what to do, where to stay, what to eat, how to minimize your wait times for rides, Genie+ tricks, and a whole lot more!
Live It Out with The Planning Women, your host, Jennifer Booth. The podcast for women who are ready to declutter their mind, their home, and their life. I'd love to connect: www.theplanningwoman.com Facebook: www.facebook.com/theplanningwoman Instagram: www.instagram.com/theplanningwoman YouTube: https://www.youtube.com/channel/UC9QrQGqYV-uAofxYdJAEzAQ
College planning tips , strategies and various & sundry, not necessarily politically-correct thoughts on the whole college application and scholarships kit and kaboodle. Brought to you by Pearl and Andy Lockwood, best-selling authors, financial aid and admissions consultants based in Long Island New York, a/k/a one of the spazziest places on earth for college stress, weird ultra-competitive behavior by parents and teens! For more info, visit www.LockwoodCollegePrep.com
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The Dentist Money™ Show | Financial Planning & Wealth Management
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The Dentist Money™ Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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Engage with Jamie Wolfer: Wedding Planning Podcast
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Engage with Jamie Wolfer: Wedding Planning Podcast
Jamie Wolfer
Let's ditch the wedding planning "must-dos", stress, & pressure, so you can plan the wedding of YOUR dreams... on budget! Jamie Wolfer is an experienced wedding planner and host of a very popular YouTube channel with wedding advice. She's got love for all couples on all budgets and empowers each couple to plan their wedding around what matters most to them personally. No one size fits all weddings here. In this podcast, Jamie answers real questions from engaged couples in her community. Occa ...
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Your Retirement Planning Simplified
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Your Retirement Planning Simplified
Joseph Curry, CFP Professional
Join Joseph Curry, CFP Professional and President of Matthews + Associates, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, an ...
A fun-loving, wildly experienced (20+ years) Wedding Planner shares her deepest, darkest secrets to help you plan your wedding. You'll learn a lot. Laugh even more. And most importantly get the inside scoop on how to make the most of your big day. Inclusivity is of the utmost importance to us, so this podcast is for EVERYONE.........We've made the switch to a SUBSCRIPTION-based model, because let's be real, creating awesome podcast episodes and building a community of fellow wedding planning ...
Get ready to experience the ALL NEW WAY to thrive throughout your engagement by embracing who you are, prioritizing what you value, and ultimately designing an unforgettable wedding celebration of your dreams! Welcome to the WEDDING PLANNING PODCAST, where we say “NO” to the $72 billion dollar wedding industry, and we say “YES” to a more joyful engagement season where your mindset, values & wedding strategy are all in perfect alignment with YOU. Ready to get started?
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Repair The Roof - Estate Planning Podcast
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Repair The Roof - Estate Planning Podcast
Ted Gudorf, Gudorf Law Group
Repair The Roof, a legal podcast hosted by Ted Gudorf of Gudorf Law Group, LLC. The show focuses on legal issues relating to estate planning, wills and trusts, elder law and other business topics, especially related to people and families in Ohio. Ted will teach you about protecting your family legacy through comprehensive estate planning and asset protection.
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FPOG: Financial Planning for Oil & Gas Professionals
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FPOG: Financial Planning for Oil & Gas Professionals
Brownlee Wealth Management
Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Growth Masters Federal: Thinking, Planning and Collaborating to Build Value in the Federal Market
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Growth Masters Federal: Thinking, Planning and Collaborating to Build Value in the Federal Market
Shirley Collier, President
Lively discussions among thought leaders across the country on how to survive and thrive in the federal marketplace through excellence in business development management practices.
Frequently families like mine don't know what's available to help us, we're too focused on getting through our day-to-day. But even if we had time, we would need to know what to look for. There had to be a better way, so I started this podcast. It's my mission to introduce a new organization or individual that is serving those with disabilities every week. Does a certain guest resonate with you? Reach out to them. Or, if you'd prefer, I'd be happy to make an introduction. Have an idea or top ...
A new podcast brought to you by Town Legal about all things planning law and planning (oh yes, and chickens!).
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The Rebel's Guide To Getting Married And Planning A Wedding
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The Rebel's Guide To Getting Married And Planning A Wedding
Josh Withers
Everyone has an opinion on how, when, and where you should get married. They probably even had opinions on who you should marry. I'm not that guy, I'm Josh Withers, an Australian marriage celebrant, presenting a different way to get married, the rebel's way. This is the Rebel's Guide To Getting Married!
The UK Travel Planning Podcast is full of practical tips and advice to help you plan your dream trip to the UK whether you are visiting England, Scotland, Wales or Northern Ireland. Travel expert Tracy Collins shares years of knowledge and experience of travelling to, and around, the UK to help you plan your UK itinerary. Listen to special guest interviews full of travel inspiration and practical tips for popular and off the beaten path destinations. Learn more about the best ways to travel ...
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Senior Real Estate Planning
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Senior Real Estate Planning
Christina Swain, Senior Real Estate Specialist
Have you lived in your home for years and thinking about downsizing? Are you considering a move to 55+? Tune in weekly as we discuss Senior Real Estate. We talk about real estate issues that matter to you and can help guide to make the best decisions for you.
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Planning Your Financial Future
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IG Private Wealth Management Don Fox-February 4, 2023 1/ Non-medical life insurance 2/ Art of spending money 3/ Market emotions 4/ Spend 43% more
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Complete Estate Planning
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Ep 74: The Fight Over Lisa Marie Presley’s Estate Plan
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You may have heard about this in the news, but Lisa Marie Presley died on January 12th (2023), at the age of 54. Lisa was the only child of Elvis Presley. She left behind her mother, Priscilla Presley, and her daughter, Riley Keough. Lisa’s son Benjamin Keough passed away a couple of years ago. While sad in its own right, the news has been filled w…
Deferred? What your kiddo should do if he was deferred by his top choice college More college admissions tips and info at LockwoodCollegePrep.com | vip@lockwoodcollegeprep.com | 516-882-5464 ***Our 2023 College Predictions: www.LockwoodCollegePrep.com/replay저자 Pearl and Andy Lockwood
Estate planning and inherited IRAs. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscribe button. 🙂 PPS - if you WOULD like to chat for free about estate…
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Retirement Planning Education, with Andy Panko
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#060 - Introduction to Investing (Part 4) - All about mutual funds and exchange traded funds ("ETFs")
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Part 4 of a multi-part series on an introduction to investing. In this episode Andy talks about mutual funds and exchange traded funds ("ETFs"); what they are, what strategies they use, how to trade them, how they're valued, tax considerations, etc. Links in this episode: My YouTube video What are Mutual Fund Capital Gain Distributions Facebook gro…
Hi Phyllis, it’s us, your favorite podcasting moguls, Bad Planning. Much like the groundhog pre-February 2nd, we took a quick hibernation to #relaxandunwind and now we’re ready to claw our way out of our den into the brilliant sunlight of February 2nd, ready for fame. Also, who decided February was going to be spelled like that? In today’s episode,…
We're BAAAAAAACCCCCKKKK!!!The Streets are Planning Podcast is back with our 1st Episode of 2023!!! We are looking forward to new guests, fresh topics and of course, providing the streets with the insights they've been missing since we've been gone. Anytime, Anywhere, Anyplace...The Streets are Planning!…
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Addicted to the Mouse: Disney Podcast | Disney World, Universal, & Cruise Vacation Planning
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Developing Your Park Hopping Strategy for Walt Disney World
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On today’s Disney Podcast, we’re talking about everything we would consider when it comes to buying Park Hopper tickets at Walt Disney World. From costs to how to maximize value through transportation and staying close to the parks, this is how to develop the best strategy for park hopping at Disney World. Enjoy! This episode is sponsored by Fantas…
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The Dentist Money™ Show | Financial Planning & Wealth Management
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#373: How Much Stock Should You Put In Market Predictions?
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You read headlines like, “After a brutal 2022, Wall Street predicts 2023”, “Market Forecast 2023: Challenges Abound”, and you know analysts pour over numbers and trends to come up with their predictions. So are they accurate? On this episode of the Dentist Money™ Show, Ryan and Rabih discuss what economists base their predictions on—and what can en…
While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate when you die? We’re talking legacy planning on this week’s episode. We give you 3 questions you need to ask yourself when setting up your estate.…
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Live It Out with The Planning Woman
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Ep 172-An Organized Way for Reading Your Bible in 2023
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Hey, friend! Is reading the Bible one of your goals this year? If so, do you have a plan for how you will read the Bible? In episode 172 of Live It Out With The Planning Woman, I am going to share with you a simple method that can help you get into God’s Word daily and to study it more in-depth. What I have to share with you today will work whether…
Guest Deesha Dyer gives Michelle her "Real Wedding Retrospective" and tells us how she and her husband, Wes only invited those that they truly loved the most. Click HERE to become a premium subscriber and unlock all of the amazingness: Ad-free, full episodes TBWPP Wedding Planning Resource Center Monthly Wedding Planning Happy Hours via Zoom with M…
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House Planning Help Podcast
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HPH326 : Is it worth upskilling your knowledge of Passivhaus? – with Simon Bell
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Landscape Architect and Director of HLM Architects, Simon Bell, explains why he decided to upskill when it came to building his own house. Check out the show notes for more information.저자 Ben Adam-Smith
A universal truth? Your wedding day will FLY BY. Having a well-thought out, well-planned WEDDING DAY TIMELINE is critical to keeping the day organized, and flowing stress free. In this featured episode of the Wedding Planning Podcast, we’re actually reviewing & creating two separate timelines: The DAY-OF TIMELINE, including all the events between w…
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Disney Deciphered: a Disney World planning podcast
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Ep. 258 - Festival of the Arts, Hollywood Studios breakdowns, and Animal Kingdom Lodge (Trip Report)
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Leslie’s January Disney World Trip Report New! Find us on Youtube - please like and subscribe! And definitely check out our Genie+ 101 episode if you’re taking a trip soon! Looking to plan a Disney World or Disneyland vacation? Let Joe do all the hard work for you at no cost to you as your travel agent. Take advantage of special Disney discounts in…
After having created thousands of weddings I would, quite bluntly, say that if you’re going to even have a wedding, let it be with intent, or don’t have one at all. After all, you don’t actually need a wedding to get married. Some people say they’re “not really into weddings” and those people are so very welcome to head down to the marriage registr…
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Senior Real Estate Planning
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What Improvements Will Give You the Biggest Bang for Your Buck!
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Listen as we discuss the top repairs/upgrades that will give you the BEST Return on Investment for your money. Typically speaking any curb appeal enhancement: new front door new garage door landscaping New Siding or Windows Minor Kitchen updates have a better return than major. Just as Minor bathroom updates have a better return than major. Exterio…
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Growth Masters Federal: Thinking, Planning and Collaborating to Build Value in the Federal Market
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What Large Primes Want From their Small Teaming Partners
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Shirley Collier, President of Scale2Market and host of the Growth Masters Federal Podcast discusses teaming from a large prime's perspective with Kyle Cormack, Director of Strategic Partnering at Serco. For more information, please visit our website or reach out to us at getinfo@scale2market.com.
Have you ever wondered what taking a road trip to Walt Disney World with a toddler would be like? Mary Margaret joins us today to chat about her recent trip with her husband and their 15-month old son. They attended many character meals, Disney After Hours at Magic Kingdom, Extended Evening Theme Park Hours at Magic Kingdom, and much more! Post Tri…
In episode 31 of the UK Travel Planning Podcast learn about 9 of London's main train stations including Kings Cross, Euston and Paddington! If you are planning train travel from London but are not familiar with the city it can be confusing to navigate its major London train stations. Whether you plan to journey from London for a day trip by train t…
This week I bring you some facts, no metaphors, no story, just facts about recent and important pension changes in Ireland! Important changes to PRSAs Upcoming changes to UK State Pension benefits (applicable to all those in Ireland with some time accrued in HMRC UK State Pension) Recent changes to Lump Sums from foreign pensions (including Malta e…
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Engage with Jamie Wolfer: Wedding Planning Podcast
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No one wants a dirty dress. | Q&A on wedding attire and alterations
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Resources from this episode: Some options to help keep your wedding dress clean while taking photos if you are going to have inclement weather or a muddy situation: Bridal Buddy from Amazon Option on Etsy Nearly Newlywed - Jamie’s go-to for gently used wedding dresses. Kennedy Blue - Jamie’s go-to for amazing bridesmaid dresses, use THIS LINK for 1…
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ABCs of Disability Planning
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Vest - Your Lifespan Disability Navigator. Come for the app, stay for the community!
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In less than a minute you can make sure others will know what to do for your child's support and care when you can't be there! Vest is your easy easy-to-use solution to organize, update, and instantly access your child's key information, when and where you need it. Vest also gives you a safe and effective way to make sure others will know what to d…
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Planning Phase Syndicate
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LVO Results / Kyber Week 3 / Underappreciated Pilots
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Tonight, we will be joined by our guest hosts Alex and Chris as we will go over the latest results for LVO as well as a look at the Brewing Phase Kyber cup standings. We will also continue with our Academy 101 Series looking at List archetypes and a brief look at underutilized/appreciated pilots. Join us on https://www.twitch.tv/planningphasesyndic…
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Conversations About Advance Care Planning
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#44 Why you need a Lasting Power of Attorney - Clare is a guest on the Medics Money podcast
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I first heard Dr Tommy Perkins talk about Medics Money on The Business of Healthcare Podcast with Tara Humphry in 2020. I have followed the growth of Medics Money with interest ever since and was delighted to guest on their podcast to talk about what a Lasting Power of Attorney is and why we ALL need one. If you are a team looking to provide better…
Episode 20 of the SWP podcast welcomes David Edwards of Visier. Like many of us, David’s introduction to SWP happened through working on a large-scale workforce reduction project. David has a strong background in resource management and strategic workforce planning in the banking and financial servises sector across Royal Bank of Scotland and Natwe…
Do you need a trust if you have a mobile or modular home? Even if your home is not a probate asset, is a trust still a good idea? Listen to learn about why you should or shouldn’t have a trust in this scenario. I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a…
The NCTCFP talks with Dr. Krystale Littlejohn, sociologist and author of the book Just Get on the Pill, about how pregnancy prevention is seen as gendered and how this creates an uneven burden on women.저자 National Clinical Training Center for Family Planning
Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode.…
In this episode, Justin talks through the recent pieces of tax legislation and what it might mean for the future of taxes. We discuss how indirect taxation, the wealth tax, high-income brackets, and the growing army of IRS agents impact retirement planning for oil and gas professionals. For more information and show notes visit: https://bwmplanning…
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City of Sacramento: Planning Commission Audio Podcast
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Have We Got Planning News For You
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Joanna Averley, Chief Planner for the Department for Levelling Up, Housing and Communities (S9 E2)
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Our Special Guest this week is Joanna Averley, Chief Planner for the Department for Levelling Up, Housing and Communities. Joanna is a planner who has worked across all aspect of the town planning, regeneration, built environment and development process. She has worked in consultancy, charity and as a government adviser. Decisions of the Week: Deci…
What do declining stock and bond prices and soaring inflation mean for your retirement income? New research published on safe withdrawal rates from Morningstar indicate a 3.8% safe withdrawal rate. Building on our earlier podcast: Do I Need $1 Million to Retire? We thought it was worthwhile taking a close look at this research and asking the more r…
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Financial Planning
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Attracting the next generation of advisors, with Hartford Funds VP Julie Genjac
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When it comes to bringing in fresh talent, wealth management has a PR problem. Here's how the industry can solve it.
Congress’ passing of the Secure 2.0 Act at the end of 2022 provides savvy planners with many new ways to benefit from retirement savings. Join Matt Robison and I this week as I walk through some of the changes and sprint through others to give you an overview of how this monumental piece of legislation impacts your bottom line. Required Minimum Dis…
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Repair The Roof - Estate Planning Podcast
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Ep. 5: The Three Legal Documents You Need to Make Sure Your Medical Wishes are Taken Care of
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In this episode of Repair the Roof, Attorney Ted Gudorf discusses the three legal documents you need to make sure your medical decisions are taken care of, whether you’re 18 years old and going off to college, or 95 years old and in a nursing home. It is extremely important to be clear about whom you want to make medical decisions for you when you …
Tax Tips for Caregivers & Long-Term Care Planning Join Kelly and her guest, Jennifer Zimmerman, Tax Senior Manager at GBQ Partners. In this episode: 🔹 Threshold for claiming loved ones as dependents on tax returns 🔹 Credits and deductions for caregivers 🔹 Medical expense and long-term care insurance deductions 🔹 Gift tax 🔹 Tax tricks for those at r…
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Planning & Land Development Regulation Board - City of Palm Coast
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Planning & Land Development Regulation Board - 1/18/2023
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1:18:10
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Planning & Land Development Regulation Board Meeting - 1/18/23 5:30 PM @ City Hall (160 Lake Avenue)
In this episode, Jen Zegel, Justin Brown, and Ross Bruch discuss how technology can be both a burden and a useful resource for the modern family office, with special guest Chris Dickson of EY Family Office Advisory Services. We also cover pressing issues and best practices that every family office manager, founder, and beneficiary should know.…
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American Planning Association
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Critical Conversations in Transportation Planning: Tamika Butler
24:49
24:49
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24:49
Every two years, the American Planning Association Transportation Planning Division publishes the State of Transportation Planning Report with the intention of highlighting innovative ideas, cutting-edge research, and interesting experiments in transportation planning in the United States. As part of the 2022 edition of the report - titled “Interse…
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we ca…
