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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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The Best 5 Minute Financial Advice

Greg Welborn, Scott Sommers, Danny Beckwith, Chad Germann, John Griesinger, Chris Siraganian

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Join First Financial Consulting as they offer "the best" objective financial advice in about 5 minutes or less. They will share practical tips on investing, retirement planning and what it means to be fee-only.
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Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
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Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
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What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:Jeremy@wealthenjoyment.com/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2809: Lisa Harrison shares how turning 40 has shifted her perspective on the FIRE movement. She highlights the importance of balancing financial independence with enjoying life now, emphasizing…
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code ------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Gr…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2808: Lisa Harrison of MadMoneyMonster.com shares how turning 40 has reshaped her views on the FIRE movement. Emphasizing family, health, and enjoying the moment, she explains why the sacrifice…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2807: Amanda Brownlow of HelloBrownlow.com reveals six essential items to always buy secondhand, highlighting significant savings and environmental benefits. From baby gear to home decor, Amand…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2806: Harlan Landes explains that true financial success originates from within, emphasizing the importance of an internal locus of control. By adopting this mindset, individuals can better pla…
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It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working! As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and sati…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2805: Chris Reining shares a powerful reflection on financial freedom and purposeful living. He discusses how shifting from a mindset of earning to consume to earning to invest in what truly ma…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2804: Craig Stephens from RetireBeforeDad.com challenges conventional notions of financial success, arguing that it goes beyond mere wealth accumulation. True financial success, he suggests, is…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2803: Kimberly Hamilton explores the critical balance between tackling student loan debt and saving for retirement. She provides actionable strategies to help millennials navigate financial pri…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2802: Nia Shanks introduces a transformative approach to dieting that focuses on mindful eating and self-compassion, rather than rigid rules and restrictions. This method promotes sustainable h…
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