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Search Results : financial planning

Podcasts

The following listen on-demand podcasts matched your search results for: financial planning
Finishing Well
Hans Scheil
May 18, 2024
Hans and Robby are back again this week with a brand new episode This week's discussion is about financial planning and investment management Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
March 23, 2024
Is your financial advisor truly planning for your future or just coasting In this video Peter with Richon Planning and Erin Kennedy lay out the five signs that your advisor is delivering genuine financial planning not just quick fixes A truly committed advisor will Help you define your goals and objectives Gather details on ALIE Assets Liabilities Income and Expenses Confirm your Social Security Benefits Request last year's tax return Ask for copies of Estate Planning Documents If this doesn't sound like your advisor reach out to Peter for a second opinion Just call - or visit www RichonPlanning com [... more]
MoneyWise
Rob West and Steve Moore
November 09, 2023
Do you like helping people get their finances in order Maybe you have a gift for numbers If so then we have some good news for you On today's Faith amp Finance Live join host Rob West for a special live broadcast from Liberty University He'll get an update from Kurt Cornfield about a career path for undergraduate students in Christian Financial Planning Then Rob will answer some questions on various financial topics See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
June 13, 2023
Do you like helping people get their finances in order Maybe you have a gift for numbers If so then we have some good news for you On today's Faith amp Finance Live host Rob West will get an update from Kurt Cornfield about a career path for undergraduate students in Christian Financial Planning Then Rob will answer your questions on different financial topics nbsp See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
December 28, 2022
MWL MWL-EX WED - - MWL-EX WED - - MWL-EX WED - - MWL-EX WED - - MWL-EX WED - - See omnystudio com listener for privacy information [... more]
Financial Symphony
John Stillman
December 08, 2022
Even if she wasn't directly talking about money Grandma said a lot of smart things that we can apply to financial planning We might not have known it then but looking back on wisdom that was imparted to us can teach us lessons years later On this episode let's take some classic Grandma sayings and see how they relate to our financial lives Here's some of what you'll learn on this episode How 'when it rains it pours' applies to the way the market behaves 'You never know' is used quite a bit in financial planning 'A bad apple spoils [... more]
MoneyWise
Rob West and Steve Moore
November 16, 2022
Do you like to plan and set goals Are you someone who likes to help others arrange their finances using a biblical worldview If so there rsquo s a whole new career field for you to consider On today's MoneyWise Live host Rob West will welcome Kurt Cornfield of Liberty University to talk about their new Christian Financial Planning program Then Rob will answer your calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
February 02, 2022
Have you considered the importance of financial planning and the impact that it can have on your financial life goals On today's MoneyWise Live host Rob West will talk with financial planner Ron Blue about the benefits of having a solid financial plan in place no matter what stage of life you're in Then Rob will answer your financial questions from a biblical perspective See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
March 30, 2021
Knowing when you are ready to retire is accomplished through a specific financial planning process How much do I need When can I retire These are questions that are answered through that planning process Peter Richon walks through the steps of this process to help you have more confidence when you choose to take this big step [... more]
Planning Matters Radio
Peter Richon
February 05, 2021
Knowing when you are ready to retire is accomplished through a specific financial planning process How much do I need When can I retire These are questions that are answered through that planning process Peter Richon walks through the steps of this process to help you have more confidence when you choose to take this big step [... more]
MoneyWise
Rob West and Steve Moore
February 03, 2021
Do you have a plan for your finances nbsp Planning is really the only way to make the most of the resources God rsquo s entrusted to you nbsp On the next MoneyWise Live hosts Rob West and Steve Moore are joined by financial expert Ron Blue to talk about what goes into a financial plan Then they rsquo ll take your calls from across the country and answer your financial questions Planning to succeed financially on the next MoneyWise Live at pm Eastern pm Central on Moody Radio nbsp [... 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]
Finishing Well
Hans Scheil
February 01, 2020
IRMAA or Income Related Monthly Adjustment Amount is a Medicare tax on the wealthy IRMAA is a surcharge on Part B and Part D It is based on your income from your tax returns years prior so in that is 's tax return Hans talks about clients he has had that are normally surprised and angry about the charge While some clients income has changed dramatically in years and therefore are able to appeal the charges others just have a significant income in retirement If that is the case while it does not make sense to do your financial planning [... more]
Finishing Well
Hans Scheil
August 25, 2018
Jeremiah says This is what the Lord says 'Stand at the crossroads and look ask for the ancient paths ask where the good way is and walk in it and you will find rest for your souls ' A lot of people planning for long-term care don't ask where the good way is This week Hans and Robby discuss misconceptions or urban legends surrounding how Medicaid pays for long-term care While Medicaid will pay for long-term care it takes a lot to get to this point and giving away all your money is not going to automatically qualify Medicaid-paid long-term [... more]
Planning Matters Radio
Peter Richon
August 16, 2018
This is a series of podcast on financial planning [... more]
Financial Symphony
John Stillman
August 21, 2017
Complacency Overconfidence Fear Cynicism and Despair How do these five dangerous mindsets manifest themselves in the financial planning process and how can you be sure you're not harboring any of these in your own head [... more]
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