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The following listen on-demand podcasts matched your search results for: Investor
Wisdom for the Heart
Dr. Stephen Davey
March 08, 2024
Listen to the full-length version or read the manuscript of this message here https wfth me pap What you do with your currency reflects your priorities Jesus taught this truth to His disciples through a parable about an unfaithful manager and a shrewd investor And it's through this story that Jesus gets to the heart of our relationship with money If your value is in the kingdom your investments will be put into kingdom priorities [... more]
Planning Matters Radio
Peter Richon
February 17, 2024
Roth IRAs are one of the best ways to minimize taxes However many people earn too much to qualify for a Roth IRA single filers who make more than K and married couples who make more than k In this video Peter with Richon Planning and Erin Kennedy talk through an alternative for those high earners known as the Rich Person's Roth However it's not a retirement account it's a cash value life insurance policy which also offers tax free growth and tax free withdrawals Cash value life insurance can be a great strategy for certain investors However it's certainly [... more]
Planning Matters Radio
Peter Richon
February 10, 2024
The S P recently crossed its January peak fueled by investor optimism and signaling from the Fed that we'll begin to see lower interest rates The Dow also recently hit a new high However as Peter with Richon Planning explains to Erin Kennedy this rally can't last forever which is why it's so important to stick to your financial plan When the market reaches new highs investors feel euphoric and tend to invest more precisely when we are at the point of maximum financial risk This counterintuitive reaction is known as emotional investing Remember the point of maximum financial opportunity [... more]
MoneyWise
Rob West and Steve Moore
January 23, 2024
If you rsquo re a do-it-yourself investor and not working with a financial advisor you need to periodically look at your asset allocations to make sure you're keeping up with the changing market trends On today's Faith amp Finance Live host Rob West will welcome Mark Biller to talk about the process of rebalancing your portfolio Then Rob and Mark will answer your investing questions nbsp See omnystudio com listener for privacy information [... more]
Faith And Finance
Rob West
January 23, 2024
If you rsquo re a do-it-yourself investor and not working with a financial advisor you need to periodically look at your asset allocations to make sure you're keeping up with the changing market trends On today's Faith amp Finance Live host Rob West will welcome Mark Biller to talk about the process of rebalancing your portfolio Then Rob and Mark will answer your investing questions nbsp See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
December 23, 2023
For the first time since investors are putting a lot of their money in S P index funds or in mutual funds that use the S P as a benchmark Most investors probably don't know that about of the gains we've seen this year are due to the performance of only companies In other words you may have a lot of money tied up in just a few stocks which could mean you're taking on more risk than you know In this video Peter with Richon Planning and Erin Kennedy talk through the reasons behind this new trend and how [... more]
Planning Matters Radio
Peter Richon
December 20, 2023
It's been a long time since we've seen inflation-adjusted interest rates above zero Since the Fed began hiking interest rates investors can once again earn attractive returns on cash But as Peter with Richon Planning explains to Erin Kennedy you may be earning less money than you think after accounting for inflation and taxes Instead of socking your money away in CDs treasuries or Money Market accounts Peter suggests you consider Buffered ETFs which can offer full principal protection Also unlike cash and cash alternatives Buffered ETFs don't generate taxable interest Instead you get much more favorable capital gains treatment [... more]
MoneyWise
Rob West and Steve Moore
November 27, 2023
Some investment strategies are active while others are passive And investors using the more active approaches often strategize to make higher returns than the rest of the market a concept referred to as alpha On today's Faith amp Finance Live host Rob West will talk to Shaun Morgan from Eventide about a th source of alpha that Christian investors may want to consider Then Rob will answer your questions on various financial topics See omnystudio com listener for privacy information [... more]
Faith And Finance
Rob West
November 27, 2023
Some investment strategies are active while others are passive And investors using the more active approaches often strategize to make higher returns than the rest of the market a concept referred to as alpha On today's Faith amp Finance Live host Rob West will talk to Shaun Morgan from Eventide about a th source of alpha that Christian investors may want to consider Then Rob will answer your questions on various financial topics See omnystudio com listener for privacy information [... more]
The Charlie Kirk Show
Charlie Kirk
November 06, 2023
Charlie takes the questions you emailed in at Freedom CharlieKirk com including -How can Christians support illegal immigration -What does the Bible say about justice -Bob Knight's coaching style too aggressive or just right -Why did the University of Arizona cancel class because of Charlie Support the show http www charliekirk com supportSee omnystudio com listener for privacy information [... more]
The Charlie Kirk Show
Charlie Kirk
November 01, 2023
Facts don't care about your feelings It's a great line for winning men over to conservatism but is it alienating women Alex Clark and Charlie discuss a jarring poll where more than half of young women say that they don't want to date men who thinks there are two genders What has made young women so extreme and will it take new strategies to bring them back to reality Support the show http www charliekirk com supportSee omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
October 21, 2023
Investors who are concerned about a recession are putting their money in safe havens As Peter Richon with Richon Planning explains to Erin Kennedy gold is usually seen as a safe haven when markets and economies are facing headwinds And during periods of high inflation gold is often seen as a hedge Investing in gold makes sense if you're looking to diversify your portfolio or if you're interested in insuring against the devaluation or collapse of the dollar However if you're looking to maximize the growth of your investments investing in gold is probably not the best vehicle In this [... more]
MoneyWise
Rob West and Steve Moore
October 11, 2023
New investing options seem to pop up every day potentially making things for investors pretty confusing So it rsquo s good to know the objectives you should consider when risking your money On today's Faith amp Finance Live host Rob West will share three objectives for successful investing Then he'll tackle some financial questions nbsp See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
October 07, 2023
Fueled by COVID lockdowns and the rise of commission free brokerages like Robinhood online trading or day trading has seen a huge rise in popularity in the last few years However according to several recent financial studies almost all day traders lose lots of money particularly after accounting for fees and taxes If you're considering self-directed investing peter with richonplanning and erinkennedy break down the pros and the cons and Peter offers these considerations before you create an online trading account Consider Your Approach and Expectations if your expenses are covered by income and you are making contributions downturns can [... more]
Planning Matters Radio
Peter Richon
September 16, 2023
There are many reasons people put off saving for retirement it's hard to imagine your life or years into the future But there are also many reasons to start saving as soon as possible So what are the five steps young investors can take today Peter at RichonPlanning breaks it down with Erin Kennedy Track Your Budget it's important to know what's coming in and what's going out before you make any financial decisions Set Aside Money for Big Expenses would you like to save for a down payment A wedding A nice vacation Open a Roth account you'll probably [... more]
MoneyWise
Rob West and Steve Moore
August 09, 2023
There rsquo s no doubt that Wall Street is a scary place these days So that rsquo s even more of a reason to have a solid investing plan in place and stick to it On today's MoneyWise Live Rob West will explain how one group of investors is letting their emotions triumph over long-term planning Then he rsquo ll answer your calls and questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
August 09, 2023
We rsquo re used to thinking about God as Creator Savior King Shepherd and Judge But have you ever thought about God as an Investor On today's MoneyWise Live host Rob West will talk with investing professional Jason Myhre about God rsquo s investment in creation and redemption Then Rob will answer calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
August 09, 2023
There rsquo s no question that after one of the longest bull markets in history investors are having quite an emotional time now that the bears are running loose on Wall Street nbsp On today's MoneyWise Live host Rob West will have some advice about dealing with a bear market and investing for the long haul Then Rob will answer your calls and financial questions See omnystudio com listener for privacy information [... more]
The Christian Worldview
David Wheaton
July 22, 2023
GUEST CAL THOMAS Journalist and Author A Watchman in the Night What I've Seen Over Years Reporting on AmericaCal Thomas is a radio and television commentator and one of the most widely syndicated columnists in America Cal is also a Christian who seeks to serve God first and then my country Now years old and still going strong as you will hear in his voice Cal has seen and commented on an era of major transforation in our country In his new book A Watchman in the Night What I've Seen Over Years Reporting on America Cal starts in and [... more]
The Charlie Kirk Show
Charlie Kirk
July 19, 2023
Want to avoid junk food Don't just try not to eat it redefine yourself as a person who doesn't eat junk food That's just one of the pieces of advice from Vitaliy Katsenelson who has distinguished himself as both one of America's top investors and one of its finest thinkers Vitaliy joins Charlie to discuss stoicism investing strategy thoughtful arrogance the value of cold water and more in a wide-ranging conversation Support the show http www charliekirk com supportSee omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
July 15, 2023
Only one third of retirees are comfortable spending their retirement money Most would rather live off Social Security pensions or income from part-time work rather than spend down their nest egg It is a delicate balance in retirement you don't want to compromise your quality of life but neither do you want to run out of money Peter with Richon Planning specializes in helping people change their mindset in retirement He explains his action plan to Erin Kennedy Create a Spending Plan Assess Fixed Income Sources Bridge the Retirment Gap A holistic financial plan will include sustainable income sources that [... more]
Planning Matters Radio
Peter Richon
July 08, 2023
America's IRA expert Ed Slott recently told other industry experts that an IRA is just an IOU to the IRS Slott says he doesn't see any benefit to using a traditional IRA right now because tax rates are so low However Peter with Richon Planning does not agree with Slott and explains why to Erin Kennedy There are many reasons investors should still consider investing in tax-deferred accounts even though we are living in a historically low tax rate There is no cookie cutter answer No blanket statement can apply to every person there are too many variables to consider [... more]
MoneyWise
Rob West and Steve Moore
April 07, 2023
Many investors look at bonds as a passive way to store money they'd rather not risk But really bonds can be an investing means for getting things done On today's Faith amp Finance Live host Rob West will talk with Benjamin Bailey about impact bonds and how you can use them to help build the Kingdom Then Rob will answer your calls about the financial topics on your mind See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
February 18, 2023
It's a bit tough to keep up with all the changes that have come to Required Minimum Distributions or RMDs which started back in with the original SECURE Act However there are significant changes that went into effect January st of Peter with richonplanning and Erin Kennedy lay out and explain each change including The Starting Age Has Increased Again Lower Penalties if You Miss Taking your RMD Inherited Retirement Accounts accounts inherited before vs accounts inherited after Keep in mind you can correct an RMD mistake but it's best to avoid those missteps if possible which is why proactive [... more]
Financial Symphony
John Stillman
February 09, 2023
mistakes No matter how experienced you might be we're all susceptible to a moment of weakness On this episode John will cover some of the top rookie mistakes we see people make and share examples of how he's seen this play out Plus he'll illustrate how to avoid these missteps or how to fix them if you're already made some in your financial life Here's some of what you'll learn in this episode Do you have a purpose for the money you're investing Why investors don't always understand the amount of risk they have How emotions play a role in [... more]
Planning Matters Radio
Peter Richon
January 28, 2023
Starting in you can roll up to from a into a Roth individual retirement account which can jumpstart tax-free retirement savings for young investors all while taking advantage of today's historically low tax rate But opening a as Peter Richon with Richon Planning explains to Erin Kennedy isn't right for everyone In this video Peter lays out the pros and cons and suggests other accounts you should consider maxing out first If you'd like to learn more about opening a for your child or grandchild or if you'd like to talk through other strategies to help fund higher education please [... more]
Planning Matters Radio
Peter Richon
January 21, 2023
was a brutal year for investors is sure to be challenging but there are some action steps you can take now to set yourself up for success no matter how the market behaves In this video Peter Richon with Richon Planning and Erin Kennedy walk through these Resolutions Rebalance Pay Down Debt Lower Expenses Keep Saving for Retirement Update Your Estate Plan Beneficiaries Proactive Tax Planning If you would like some help outlining or setting up and achieving your unique financial goals and resolutions please feel free to reach out to Peter for a complimentary consultation by calling - or [... more]
Our American Stories
Lee Habeeb
January 10, 2023
On this episode of Our American Stories for Chad and Jess Schumacher life seemed to be going really well and as according to plan as life could and then life took a number of sharp and unexpected turns What resulted shaped their family and career for the next decade Support the show https www ouramericanstories com donate See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
January 07, 2023
was a tough year for investors and a lot of us may not realize there are strategies that a lot of the pros utilize which are great complements to traditional stocks and bonds As Peter with Richon Planning explains to Erin Kennedy Structured Notes offer a unique source of risk and return Peter and Erin break down the three types of Structured Notes including -Principal Protected - Income -Growth We know the Fed will continue to raise rates in which will affect the value of bonds Now is a great time to consider complementing your portfolio with notes that can [... more]
MoneyWise
Rob West and Steve Moore
December 13, 2022
There rsquo s no question that I-Bonds became hugely popular in But are they still a smart choice for the average investor On today's MoneyWise Live host Rob West will give us an I-Bond primer and share the reasons why we should still consider them as an investment option Then we'll open our phone lines for your questions on any financial topic nbsp See omnystudio com listener for privacy information [... more]
What's Right What's Left
Pastor Ernie Sanders
November 18, 2022
See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
November 05, 2022
We are firmly in Bear Market territory Stocks and bonds are sharply negative The market has lost nearly one quarter of its value since the beginning of the year But while these headlines can lead to anxiety as Peter with Richon Planning explains to Erin Kennedy it's important to stick to and rely on your financial plan Often during market downturns investors tend to panic and leave the market And when the market recovers those investors miss out on the rally further compounding their losses No one knows when this Bear Market will hit bottom But if you've taken the [... more]
Planning Matters Radio
Peter Richon
October 22, 2022
We are still firmly in Bear Market territory Stocks and bonds are sharply negative In fact the market recently lost nearly one quarter of its value since the beginning of the year But those negatives actually offer some unique opportunities according to Peter at RichonPlanning He breaks down several strategies with Erin Kennedy including Tax Loss Harvesting Rebalancing Avoiding Phantom Income Roth Conversions RMDs If you have any questions about how to employ some of these tax strategies please reach out to Peter for a complimentary consultation by calling - or by visiting www RichonPlanning com [... more]
Brian Kilmeade Show
Brian Kilmeade
October 02, 2022
Entrepreneur Steve Case joined Brian to discuss his new book 'The Rise of the Rest' and who can create their American dream Learn more about your ad choices Visit megaphone fm adchoices [... more]
Our American Stories
Lee Habeeb
September 09, 2022
On this episode of Our American Stories Leon Cooperman grew up in a rough neighborhood of New York City and would become one of the most successful investors in history Join us for Leon's life story and why he's giving away all his wealth Support the show https www ouramericanstories com donate See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
September 02, 2022
As the recent economic challenges continue the financial markets also continue to go up and down And that volatility has certainly caused investors to feel anxious about their portfolios On today's MoneyWise Live Rob West will talk with Chad Horning of Praxis Mutual Funds about dealing with investor anxiety Then Rob will answer your questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
August 27, 2022
Tune in this week for Planning Matters Radio and listen as Peter Richon discusses retirement and mentions the extra media sources he can be found on to help upcoming retirees or just retirees see what the market is doing and what could be best for you Peter Richon is a Fiduciary Financial Advisor willing to help you just contact Peter at - We hope you enjoy this edition of Planning Matters Radio [... more]
Planning Matters Radio
Peter Richon
June 18, 2022
You should never invest in something you don't understand which is why Peter with richonplanning and erinkennedy are breaking down the similarities and differences between Exchange Traded Funds or ETFs and mutual funds ETFs have become very popular recently and experts predict global ETF assets will total more than trillion by the end of But before investing in this growing trend Peter recommends you weigh the pros and cons of each by walking through these questions -How are they managed -How are they traded -What are the costs -What about Tax Efficiency If you'd like Peter's help determining which investment [... more]
Planning Matters Radio
Peter Richon
June 04, 2022
Your Best Investment Options to Fight Inflation The Myth of Retiring in a Lower Tax Bracket The Consumer Price Index or CPI dipped to in April marking the first slowdown in eight months Some experts say we're past the peak of inflation but Peter Richon with RichonPlanning disagrees and tells Erin Kennedy there are strategies you can put in place today to guard against inflation including Hedged Equities and Structured Notes Also if you do not have a taxplan you do not have a retirement plan In the second half of the show Peter breaks down this common misconception you [... more]
Planning Matters Radio
Peter Richon
May 28, 2022
has started off with market volatility and losses Market volatility is not unusual In fact investors must expect volatility as part of their investment experience however is off to a bit of a rocky start and investment losses have some reasonably concerned Listen to this week's edition of PlanningMattersRadio and PeterRichon discusses the causes of volatility and how having a sound plan in place can help us determine and control risk exposure and identify opportunities even in challenging markets [... more]
Our American Stories
Lee Habeeb
May 10, 2022
On this episode of Our American Stories Andrew Thompson shares another slice from his ultimate guide to understanding these baffling mini mysteries of the English language Marilyn Komechak author of Deborah Sampson The Girl Who Went to War nbsp tells us the story of Deborah Sampson and how she became a hero of the American Revolution when she disguised herself as a man and joined the Patriot forces Christopher Donahue shares how his family's business Federal Investors came to be nbsp Support the show https www ouramericanstories com donate nbsp Time Codes nbsp - Origin of the Phrase In a [... more]
Our Daily Bread Ministries
Various Hosts
April 25, 2022
Youthfulness shouldn rsquo t stop anyone from achievement It certainly didn rsquo t stop eleven-year-old Mikaila Instead of putting up a lemonade stand Mikaila opened a lemonade business Me amp the Bees Lemonade started with her grandmother rsquo s recipe and eventually earned a investment from investors on the television show Shark Tank She also signed a contract with a major grocer to sell her lemonade at fifty-five of the chain rsquo s stores Mikaila rsquo s drive and dreams point us back to Paul rsquo s words to Timothy ldquo Don rsquo t let anyone look down on you [... more]
Planning Matters Radio
Peter Richon
April 23, 2022
has started off with market volatility and losses Market volatility is not unusual In fact investors must expect volatility as part of their investment experience however is off to a bit of a rocky start and investment losses have some reasonably concerned Listen to this week's edition of PlanningMattersRadio and PeterRichon discusses the causes of volatility and how having a sound plan in place can help us determine and control risk exposure and identify opportunities even in challenging markets [... more]
Planning Matters Radio
Peter Richon
April 14, 2022
The market's reaction to current events grabs daily headlines If your plan is long-term and only has money exposed to the market that you are comfortable taking some risk with and seeing fluctuate then volatility is just a natural part of the long-term investor experience and could potentially represent an opportunity for those properly positioned On the other hand there may be a time that even seasoned investors who understand this ignore the risks of the market when they shouldn't Listen this week as Peter Richon walks you through the concerns you may have for retirement and savings looking out [... more]
Planning Matters Radio
Peter Richon
March 24, 2022
We have seen some recent instability in the markets It has invoked a lot of emotion from some investors Just because we see market volatility or believe it may be coming does not mean we should stop our financial progress or put off goals out of fear Fear is not a stop sign Caution is always prudent but fear should never determine the steps in your financial progress Listen this week as Peter Richon and Daniel Diggs talk about the facts and the fiction of the market Website - https richonplanning com podcast [... more]
What's Right What's Left
Pastor Ernie Sanders
March 18, 2022
See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
March 17, 2022
The market's reaction to current events grabs daily headlines If your plan is long-term and only has money exposed to the market that you are comfortable taking some risk with and seeing fluctuate then volatility is just a natural part of the long-term investor experience and could potentially represent an opportunity for those properly positioned On the other hand there may be a time that even seasoned investors who understand this ignore the risks of the market when they shouldn't Listen this week as Peter Richon walks you through the concerns you may have for retirement and savings looking out [... more]
Planning Matters Radio
Peter Richon
March 12, 2022
Volatile markets spiking oil prices and prices at the pump Russia-Ukraine conflict escalations All this can weigh on the minds of investors watching their life savings fluctuate in the markets Peter Richon helps to provide perspective for long-term strategy success Reach out if you have questions - [... more]
Planning Matters Radio
Peter Richon
March 05, 2022
The Market What is the market The Market Can help me financially with retirement How do I use the market to answer these questions just call Peter Richon at - [... more]
MoneyWise
Rob West and Steve Moore
February 17, 2022
As Christians we have certain duties to be obedient generous and always honest to be like Christ and to do His will But how does that extend to our investing On today's MoneyWise Live host Rob West will talk with Robert Netzly about the duty of a Christian investor Then Rob will answer your calls and questions on various financial topics See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
February 06, 2022
How do we know if we are taking too much To have these and many more questions answered just contact Peter Richon - [... more]
MoneyWise
Rob West and Steve Moore
January 31, 2022
With more than verses about money and possessions the Bible is a treasure trove of knowledge on various financial matters On today's MoneyWise Live Rob West will talk with investing professional Jason Myhre about what God's Word says about our stewardship responsibilities related to investing Then he'll answer your calls and questions on various financial topics See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
January 25, 2022
Many analysts say that stocks are overvalued right now So does that mean we're heading for a serious correction in the financial market On today's MoneyWise Live host Rob West will talk with investing expert Mark Biller about his inflation concerns and how the market may be affected in Then Rob will take your calls on various financial topics See omnystudio com listener for privacy information [... 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
January 09, 2022
Happy New Year to the listeners viewers and clients of Richon Planning Hope you had a great and have an even better [... more]
Planning Matters Radio
Peter Richon
January 02, 2022
Happy New Year from the team at Richon Planning [... more]
Planning Matters Radio
Peter Richon
December 05, 2021
END OF YEAR PLANNING RMDs are usually a big end of year to-do This year they are not required but perhaps a conversation about tax planning should be happening instead Listen as Peter Richon discusses this topic and more on this week's episode [... more]
Planning Matters Radio
Peter Richon
November 27, 2021
Happy Thanksgiving We hope you enjoy this holiday weekend Best of edition of Game Plan For Retirement with Peter Richon [... more]
Kingdom Pursuits
Robby Dilmore
November 06, 2021
Robby is joined by the Author of The Bitcoin Bride Chris Brady to discuss what Bitcoin is all about Plus another exciting segment of God In Hollywood with Brad Silverman Paul Long and special guest Joth Riggs http kingdompursuits com https www amazon com Bitcoin-Bride-Rascal-Money-Story dp http www kappastudios com [... 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]
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