The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner. more

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Whether you're looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team's focus is on helping you realize your vision.You can listen to the Kowal Investment Group - now Creative Planning, 'Retirement Clinic' podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.** more

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That's why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver. more

Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We're all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now! more

Podcast by The Harlow Wealth Retirement Hour

Co-Hosts, Curv Miller IV and Andie Doller love to challenge the status quo, expose investment truths, and drive innovation. New episodes are posted on Mondays. more

On Protecting Your Assets with Steve Shyman, Chicago's retirement, income and wealth coach helps thousands of people plan for a better financial life. Steve helps his clients avoid financial industry traps and manage as much risk, distress and confusion as possible. He treats the goals/objectives of each of his clients as if they were his own, in order to provide sound financial advice.Secure the peace of mind that you're entitled to. Meet with a fiduciary who commits himself to honest and integrity. more

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or text (305) 333-1155 more

News, planning insight, and forward thought on the economy, markets, and wealth management.

Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138 more

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show!JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!Jim Saulnier & Associates, LLC ('RIA Firm') is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, ILInsurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY more

Financial Planning is a key element to Gabriel Shanin's success as he meticulously spends the time to understand his clients to help serve their needs with the company's niche in Tax Planning. His mission to help serve his clients make the best possible decision and take control of their financial futures. more

We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week. more

Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the 'Cramer Antidote' by the press and Money Magazine named Mack 'The Best Money TV Host.' WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about. more

Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our experts, contact us via email at kpb_wealth_institute@keybank.com. For more information, articles, or other insights related to wealth management, visit key.com/ourinsights. _____________________________________________________ Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). We gather data and information from specialized sources and financial databases including but not limited to Bloomberg Finance L.P., Bureau of Economic Analysis, Bureau of Labor Statistics, Chicago Board of Exchange (CBOE) Volatility Index (VIX), Dow Jones / Dow Jones Newsplus, FactSet, Federal Reserve and corresponding 12 district banks / Federal Open Market Committee (FOMC), ICE BofA (Bank of America) MOVE Index, Morningstar / Morningstar.com, Standard & Poor's and Wall Street Journal / WSJ.com. The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates. This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy. KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice. Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank. Non-Deposit products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY ©2025 KeyCorp®. All rights reserved. more

Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions so you can prosper financially. Julie's new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life You deserve! Beyond Your Wildest Dreams, LLC has no affiliation to LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc. more

Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you're approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a light on the real financial challenges facing today's retirees. more

Brian Kasal, Founder & CEO of FourStar Wealth Advisers in Chicago explains today's market for all to understand. more

Money can be stressful, but it doesn't have to be! This podcast is about helping people understand their finances and make smart choices for their future. more

SIFMA is the voice of the nation's securities industry, bringing together the shared interests of hundreds of broker-dealers, banks and asset managers. We advocate for effective and resilient capital markets. Our podcast brings together market and industry experts to make the connection between public policy and finance. more

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. more

The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2 5 p.m. ET. Learn more at www.ramseysolutions.com more

The reality is, if you just learn about wealth strategies but your life and relationships aren't well and you're not feeling fulfilled then no amount of money will matter. The Better Wealth podcast is based on principles of educating people today about their number one asset which is themselves, and maximizing finances, relationships and health to experience true wealth. more

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing.See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/ more

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today's markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it's smart beta, trend following, value investing, or any other timely market topic, each week you'll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. more

Financial and retirement guidance from John Stillman, founder of Rosewood Wealth Management. Serving Durham, Chapel Hill, and the rest of the Triangle. Make sure your finances are designed to deliver you a harmonious retirement. more

Welcome to the Payne Points of Wealth: The podcast that addresses all the pain points that come with creating your wealth, growing your wealth, and sustaining your wealth. Hosted by the Family Wealth Experts of Payne Capital Management, Bob, Ryan & Chris Payne. On a weekly basis, they deliver timely strategies and solutions for the pain points that come with building, preserving and managing your wealth. more

Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning. more

Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy.Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser more

3-Dimensional Investing from independent financial planners whose sole focus is your success. Airing live in New England and available on-demand, we bring straight talk on investing, wealth-building, and real financial strategies. Each week, we educate, debate, and break down market trends—no fluff, no sales pitch, just actionable insights.  Whether you're planning for retirement, growing your portfolio, or making sense of the markets, we've got your back. Tune in weekly and take control of your financial future! more

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management.Address: 35 Park Ave. Dayton, OH. 45419Phone: 937-938-9105 more

Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week. more

Brad Sherman, of Sherman Wealth Management, talks about finances, investing and much more...

RIA Edge is the only podcast that focuses on how the wealth management industry's top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies and ultimately, how they became one of the industry's most influential players. more

The wealth accelerator podcast is all about bringing you a fresh new perspective on wealth management topics. Hunter Lowry, a financial advisor in northern California, walks you through different strategies that you can employ to take control of your finances. His unique western background and lifestyle brings a different approach to old school financial topics. Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc more

The issues that come up in a family office or family enterprise are unique to each family and are rarely discussed in a public forum. In this podcast, Family Office Exchange reveals some of these issues in discussions with family office subject matter experts, family members, and trusted advisors. The podcast gives the listener a taste of how having a FOX membership can transform the way families and their trusted advisors approach ideas like philanthropy, governance, investing, and more. more

Objective, independent financial insights to help you make better decisions about markets, inflation, cryptocurrency, even raising financially responsible children. Money isn't everything, but it IS a required tool for attaining the flexibility you need to enjoy a good life, no matter how you define it. Host Kellen Williams, CFP®, Licensed Investment Advisor, plus appearances by Financial Harvest Wealth Advisors Founders, David & Katie Witter and other industry experts.All information is intended to be used for educational purposes only & does not constitute tax, legal, or investment advice. more

Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get 'On Belay' as we climb the summit to success together. more

A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™. more

Smart real estate investing will give you the time and the money to live life on your own terms! We call that real wealth. Host Kathy Fettke is Co-CEO of Real Wealth Network, author of the best selling 'Retire Rich with Rentals' and the host of companion podcast, Real Estate News for Investors.Kathy Fettke launched this podcast in 2003 to share her own secrets and those of top experts in the real estate investing field. She along with guests like Robert Kiyosaki, Peter Schiff, Doug Duncan, John Burns, Bruce Norris & other rising real estate stars offer insights on the creation of passive income through real estate, and how to avoid costly mistakes.Learn how to build a portfolio outside the stock market with buy-and-hold strategies, single-family rentals, multi-family properties, syndicated deals, self-directed IRAs and 401ks, the highly-revered 1031 exchange, private money lending, creative financing, and much more in this podcast! Whether you're on the go, listening in your car or watching at home, we've got you covered!If you have a specific question for Kathy, send an email to Kathy@realwealth.com and she may answer your question on a future episode! Like what you hear? Don't forget to like, follow, comment and subscribe. And did you know the Real Wealth Show is also on YouTube? Be sure to subscribe to our channel to be notified of the latest episodes when they are posted. We've got weekly webinars, live events, investment counselors and so much more free content available to you on our website: https://wwwRealWealthShow.com! While you're there, if you click the Join Now button, you get to become a free member and then you'll be able to access RealWealth's investor portal and take advantage of all of our free education! Thanks for listening! more

Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank's goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be. more

Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model portfolios, and more. For anyone looking to invest into private markets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you'll hear inside stories from executives and founders at some of the world's largest financial institutions, alternative asset managers firms, and wealth management firms. More than a personal finance podcast, Alt Goes Mainstream dives deep into trends, investment strategies, firm building lessons, and innovative technologies that are enabling investors to access private markets. more

Modern Wealth Management presents America's Wealth Management Show with Dean Barber. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, America's Wealth Management Show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser. more

You landed in the perfect place, if you want to make more money, and enjoy doing it! Join your multi-millionaire female entrepreneur host, Tiffany Carter, as she shares success, marketing, business, and wealth-building, tips, strategies, and stories in her unique educationally edgy style. Tiffany keeps it real and takes the mystery out of making BIG money. This former NBC and CBS TV journalist interviews incredible people, with amazing stories and action-worthy advice. She uses a live format, giving people the experience of a live talk show, in an always available and replayable podcast. Are you ready to put yourself first and create your Most Exceptional life? Subscribe and press play. If you enjoy listening, we would love for you to write a 5-star review of our show. Uplifting reviews help people find our show amongst the sea of podcasts. Thank you!For daily wealth, wisdom, and inspiration (plus awesome freebies and giveaways!) follow Tiffany:INSTAGRAM: @projectme_with_tiffanyTikTok: @projectmewithtiffanyWATCH ON YOUTUBE: www.youtube.com/@ProjectMETV more

Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.

This podcast is designed for financial advisors like you who are interested in learning more about the evolving wealth management industry through in-depth dialogues with breakaway advisors, C-suite executives, and industry thought leaders.Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. more

Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures. more

Welcome to Private Banking Strategies Podcast with Vance Lowe and Seth Hicks, your secret weapon to protect your assets and never have to start over financially again. Vance and Seth help high net worth individuals, families, business owners, and investors structure an asset-protected, tax-free fortress for their families. Learn how to keep what you earn and use the 'velocity of money' to create your own private banking system. Join us on this journey as we explore the 'secret' strategies of the rich and political elite and help you take total control of your financial security. more

Entrepreneur Magazine calls Justin Donald 'The Warren Buffett of Lifestyle Investing.'Imagine being able to earn passive income, long-term equity, and achieve financial freedom while gaining total freedom from your business or a job. That's what Lifestyle Investing is all about.Justin Donald has mastered the low-risk cash flow investment principles he shares with entrepreneurs around the world. His alternative investing principles center on creating passive income and significant wealth while liberating yourself from a day-to-day job so you never run out of money.His innovative mindset principles and 10 commandments of Lifestyle Investing have released scores of entrepreneurs from the 'golden handcuffs' that came with running life-consuming enterprises.This show focuses on showing today's entrepreneurs and business executives how to think and invest to limit risk, maximize repeatable returns, and achieve retirement goals through his proven passive income cash flow strategies.Justin's principles enable you to move from an 'earned income' career to support your lifestyle with passive cash flow investments including real estate, operating companies, debt, equity, and franchises that give you the absolute freedom to live the life you truly desire.Interviews with top thought leaders, such as, John Lee Dumas, Ryan Levesque, Hal Elrod, Jon Vroman, Mike Koenigs, Phillip Stutts, Rob Dial, John Ruhlin, Brad Johnson, Robert Glazer, Mike Michalowicz, Geoff Woods, Steve Sims, and many more!For more information, visit https://justindonald.com more

No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too embarrassed to ask about or stressed to face, offering practical real-world advice to help you build your financial confidence. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the 'Contact Us' button.New episodes drop every Saturday and Sunday because your finances shouldn't wait until Monday!  more

Welcome to the Capital Gains Tax Solutions PodcastAre you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth? Each episode, Brett Swarts sits down with some of the world's top minds in real estate, finance, wealth management, and entrepreneurship to uncover their strategies and insights. Expect fast-paced, high-impact content that's designed to help you create and preserve more wealth. Brett and his guests will guide you through the complexities of capital gains tax deferral and wealth creation, ensuring you retain more of your hard-earned assets.Meet Your Host: Brett SwartsBrett Swarts is on a mission to help you make a lasting impact with your wealth when exiting highly appreciated assets using Deferred Sales Trust for his clients. As a Deferred Sales Trust Trustee and an expert in multifamily investing and brokerage, Brett simplifies complex tax deferral strategies such as the 1031 Exchange, Deferred Sales Trust, Delaware Statutory Trust, Opportunity Zones, and more.What the Podcast Offers:Gain invaluable insights into various tax deferral strategies, real-world deal stories, wealth-building lessons, and pathways to financial freedom—all aimed at helping you build and preserve your wealth.Our Mission:We empower you to exit your investments with freedom and flexibility, enabling you to make informed decisions without the stress of managing properties, dealing with liabilities, or overseeing employees. Instead, we offer a pathway to freedom, liquidity, diversification, and passive commercial real estate investing.#### A Brief History of Brett Swarts:Brett Swarts launched his commercial real estate career just before the 2008 crash, where he and his clients learned the hard way that the 1031 exchange isn't always your friend when time runs out to find a good deal. Since then, Brett has closed over $500 million in Deferred Sales Trust, Delaware Statutory Trust, and Commercial Real Estate transactions. His extensive experience covers a wide array of tax-deferred strategies, making him a trusted authority in the field.What You'll Get from Our Episodes:Explore how to build and grow wealth in real estate, business, and leadership. Brett brings on top-tier guests who share their expertise so you can grow personally, professionally, and financially.More About Deferred Sales Trusts:- A Trusted Tax Deferral Solution: With over 27 years of proven success, rooted in the IRS tax code IRC 453 from the 1920s.- Proven Track Record: 29 successful IRS audits for thousands of closed Deferred Sales Trusts.Why You Should Join Us:If you're tired of feeling trapped by the 1031 exchange, the Deferred Sales Trust offers a smarter, easier solution. Tune in to learn how to create more wealth with clarity and confidence in your tax deferral strategy.Get Started with a Deferred Sales Trust today https://capitalgainstaxsolutions.com and uncover the wealth-building secrets of top investors and tax deferral experts. Let's create and preserve more wealth together.Follow us on [Facebook](https://www.facebook.com/groups/capitalgainstaxsolutionspodcast/). more

Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions. more

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000 downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm more

At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more. more

Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life.  We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.  more

Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with 'Absolute Confidence. Unwavering Partnership. For Life.' Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. 697 Pomfret St., Pomfret Center, CT 06259 392-A Merrow Rd., Tolland, CT 06084 860-928-2341 more

Welcome to the Celebrity Estates podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls. more

With a special emphasis on finances we talk about things that create wealth in your life. It's like a dinner table conversation once a week. more

Welcome to 'Wealth Strategy Secrets of the Ultra Wealthy,' a masterclass in wealth creation, preservation, and legacy building, hosted by renowned wealth strategist Dave Wolcott. This podcast dives deep into the lesser-known, often secretive strategies that the ultra-wealthy use to amass and protect their fortunes.Each week, join Dave, a seasoned expert in wealth management, as he unveils the complex world of high finance, investments, tax strategies, and estate planning. Dave brings his decades of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success.In 'Wealth Strategy Secrets of the Ultra Wealthy,' you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth.Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone.Tune in to 'Wealth Strategy Secrets of the Ultra Wealthy' and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey! more

Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars. more

Welcome to Build a Better Financial Future—the podcast for high earners who want to make their money work harder. Hosted by Luis Rosa, CERTIFIED FINANCIAL PLANNER™ Professional and founder of Build A Better Financial Future. This podcast gives you the strategies and insights to build wealth, break generational cycles, and achieve financial freedom. Each month, we explore practical tips to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice. Whether you're managing taxes, protecting your wealth, or planning for a legacy, we've got you covered. Subscribe now to start building the future you deserve—one episode at a time. Want to level up your finances? You can now access my digital course, book 1:1 money strategy sessions, and download a free financial guide — all designed to help you take control of your money and start Building a Better Financial Future. Your financial goals don't have to wait for 'someday.' Start today. 🙌 Visit: https://stan.store/luis_f_rosa more

Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions. more

Hosted by Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®, this podcast is your weekly dose of laughter, actionable insights, and a whole lot of JOY. ▪️Expert Insights: Gain advice from engaging guests, helping you navigate your future with confidence. ▪️JOYful Money Management: Discover how to make managing your money a JOYful experience. ▪️Inspiring Stories: Hear real-life stories that motivate you to pursue your dreams and find JOY in the journey. Remember to ask yourself: What did you do today that brought you joy?® more

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. Connect with us on Instagram @MonumentWealth or on LinkedIn at Monument Wealth Management. Thanks for joining us! more

Step into the financial end zone with 'The Financial Quarterback® with Josh Jalinski,' your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute format that fits perfectly into your busy life. Host Josh Jalinski, the force behind the podcast, is not just any financial advisor. Recognized by Forbes as one of the 'Best-In-State Wealth Advisors 2023' and 'America's Top Financial Security Professionals 2023,' Josh brings a wealth of knowledge and a unique approach to financial advice. As the founder and CEO of the Jalinski Advisory Group, his radical honesty and friend-in-the-business demeanor have made him a trusted voice in finance, regularly featured on CNBC, Fox Business News, CBS News, and Bloomberg. But the insights don't stop there. On Mondays, we bring you the best of Josh's weekend radio show, 'The Financial Quarterback®' on 710 AM WOR in New York City. This isn't your ordinary financial talk; it's a live adventure with real-time listener call-ins, cutting-edge topical segments, and expert guests, all delivered with the excitement only live radio can offer. It's where finance meets fun, turning the start of your week into an engaging financial spectacle. Dive deeper with Josh on his YouTube channel at The Financial Quarterback® for video episodes and shorts. Subscribe on Apple Podcasts, Spotify, or your favorite podcast platform and lock in every episode. With new releases every Monday and Wednesday, 'The Financial Quarterback® with Josh Jalinski' is your playbook for helping bulletproof your finances, from retirement savings to lifelong wealth protection. more

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC. more

Welcome to Wealth Creator Radio with Eric Heckman CFP®, the ultimate podcast for individuals transitioning from working life to retirement. Hosted by veteran financial strategist Eric Heckman, this show is your go-to resource for crafting a secure and prosperous retirement income plan. Through insightful interviews with Eric Heckman CFP® and other leading financial experts and advisors, you'll gain valuable knowledge and actionable tips to navigate your transition into retirement with confidence. Each episode is packed with sound advice and real-world examples to help you achieve financial peace of mind on topics such as retirement planning, financial planning, income structuring, tax optimization, and longevity planning. We share how to create a robust financial plan tailored to your retirement needs, strategies for structuring your money to ensure a steady income stream throughout your retirement, expert advice on how to efficiently take money out of your retirement accounts, how to place your assets in the right tax pockets to maximize your savings, how to make your money last as long as you do and more. Tune in to Wealth Creator Radio on all major podcasting platforms, including Apple Podcasts, Spotify, and beyond. Subscribe now to stay updated with the latest episodes and start your journey towards a well-planned and secure retirement. more

Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages.Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — and backed by the Retire Sooner Team, the Money Matters podcast aims to continue the show's legacy of demystifying retirement finances. From dissecting the latest financial news to offering personalized answers to listener questions, the goal of Money Matters is to keep you informed and empowered. Our focus? Providing clear, actionable advice without the financial jargon to help 1 million families retire sooner and happier.Join us in this exciting new chapter, and let's journey toward a financially secure and joyful retirement together. more

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more. more

Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad especially when everyone seems to want a piece of your money. more

Sound Money Management features, Charles 'Chuck' Johnson, DuBois Area investment advisor and founder of Guardian Planners. Chuck has made it a priority to look for new and innovative ways to improve and enhance his clients' investment experience.If you have talked to more than one advisor about your investments, you may have been surprised that the advice you received sounds the same. Not surprisingly, the results are often the same too. If the definition of 'insanity' is doing the same thing over and over but expecting a different result, perhaps it's time to try a different approach with your investments.Charles W. Johnson is a registered representative of and offers securities through Kovack Securities, Inc. 6451 N. Federal Hwy. Ste. 1201, Ft. Lauderdale, FL 33308. Tel: (954) 782-4771 Member FINRA / SIPC. Advisory services offered through Kovack Advisors Inc. Guardian Planners is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. more

ทำเรื่อง 'เงิน' ให้เป็นเรื่อง 'ง่าย' ภายใต้หลักคิด 'ใช้แรงทำเงิน ให้เงินทำงาน' more

Hosts Hunter Satterfield and Judson Crawford are seasoned CPA's, and long time friends. Together they go in depth on financial topics that are pertinent to business owners, including tax planning, investing, personal financial planning and more. Each season focuses on an over-arching topic, and each episode they dive in——helping you make better decisions for yourself and your business every day. Tune in every week on Tuesdays for a new episode. more

Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166.  Money Talks: Your trusted resource for your money, your future, your life. more

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content! more

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 experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com. more

Making fun of finance. A 'Top 10 Personal Finance Podcast' and 'Top 12 Retirement Podcast' (US News & World Report, 2023). One of the '10 Best Personal Finance YouTube Channels' (CardRates, 2023). 'Best Retirement Podcast With Humor' (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com more

The Modcast is here to explore the journey of building and growing an RIA. What challenges do firms face, and how do they overcome them? Hosted by Jason Gordo and Gary Roth, co-founders of Modern Wealth Management, they'll dive deep into what truly drives RIA growth and the reasons behind it. more