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Search Results : Financial adviser

Podcasts

The following listen on-demand podcasts matched your search results for: Financial adviser
Faith And Finance
Rob West
August 04, 2023
RENT OR BUY It used to be almost universally true that at least in the short term it was cheaper to rent a home than to buy one But that's not necessarily the case today Aimee says some markets are seeing a staggering increase in rent Limited supply is one of the factors that has driven up both rental and purchase prices in recent years She says Part of it is the fact that there's a continually rising number of what they call new home creations which are new people needing to buy homes And the pace of building is [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
August 27, 2022
On this week's edition of The Outlaw Lawyer Josh Whitaker amp Joe Hamer welcome fellow attorneys Cassandra Nicholas and Ashley Pinner to answer listener questions The show takes a detour into ACC preseason football rankings and later in the program a brief discussion on favorite documentaries Whitaker amp Hamer in the near future will have a virtual assistant named Jarvis to help clients and potential clients when they reach out to the firm Josh amp Joe will tell us more about it If you are facing a legal situation and have questions you can always call Whitaker amp Hamer - [... more]
Planning Matters Radio
Peter Richon
January 16, 2022
What are the most exciting or most disappointing moments I have experienced as an advisor This is just one of the many questions you can ask Peter Richon to find out answers to your questions just call at - [... more]
Planning Matters Radio
Peter Richon
December 12, 2021
What do you envision your average day in retirement to consist of This is one of the many questions you need to answer before retirement Tune into Peter Richon's new show this week to answer this question [... more]
Planning Matters Radio
Peter Richon
October 30, 2021
On this edition of the program Peter Richon discusses some scary financial topics and how to address or avoid them If you need help in planning call Peter and Richon Planning at - [... more]
Planning Matters Radio
Peter Richon
October 28, 2021
On this edition of the show Peter Richon discusses planning for withdrawals distributions and creating retirement income in an efficient manner [... more]
Planning Matters Radio
Peter Richon
October 03, 2021
As we enter into October and Halloween is right around the corner Peter Richon and special guest Johnnie Mayfield discuss some of the scary financial topics that are keeping savers and investors up at night Taxes Inflation Fees and Market Corrections What is your plan to address these scary financial topics [... more]
Truth Talk
Stu Epperson
March 17, 2021
Stu is in Greensboro NC talking with David Belk a Certified Kingdom Advisor about where biblical wisdom and finances meet and how he helps people handle their money in a God-honoring way [... more]
Planning Matters Radio
Peter Richon
April 29, 2020
Financial services veteran Frank Maselli discusses the value and the need for a financial advisor and a source for sound financial planning advice and guidance [... more]
Building Relationships
Dr. Gary Chapman
January 18, 2020
Women today control more than of the wealth in America They want to steward their resources well but many lack the confidence in the area of money management On the next Building Relationships with Dr Gary Chapman Miriam Neff and Valerie Hogan team up to help empower women Learn how to take charge of your finances Don't miss the encouragement on the next Building Relationships with Dr Gary Chapman See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
October 21, 2019
Ken Fisher's recent comments raised a lot of attention landed him in some hot water and probably cost him some significant but is it the only reason we should be concerned about and paying attention to the language being used in financial services Peter Richon digs beneath the surface of Ken Fisher's comments at Tiburon as well as examines of the language in some other financial advertising materials [... more]
Finishing Well
Hans Scheil
August 10, 2019
In John Jesus tells the story of the shepherd and the hired hand The hired hand cares nothing for the sheep but the shepherd is successful because he cares for the sheep You know people who are hired hands they don't care about their employees or their customers and you know people who are shepherds Shepherds and hired hands also exist in the financial industry This week's guest Doug Amis CFP and author joins Hans and Robby to discuss what to look out for when trying to select a financial advisor CFP's who have to be fiduciaries are required to [... more]
Finishing Well
Hans Scheil
June 22, 2019
In Romans Paul says Faith comes from hearing and hearing comes from the word of God This week Hans Robby and Tom discuss people's biggest worries in retirement and how to confront those worries with faith and smart planning Tom says the number one worry he's confronted as a CFP Professional is the question Am I going to run out of money People thinking about retirement are concerned they won't have enough money to live comfortably or have the financial resources when and how they need it Hans and Robby discuss how understanding the debate between the investment and insurance [... more]
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