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Informed Decisions Independent Financial Planning & Money Podcast

Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)

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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you're living today while building the future you've always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you'd want to spend a day with, in a canoe.
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Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
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Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
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Bringing the joy of financial planning to a cynical, skeptical, educated generation that needs to believe in the American Dream again. Views from a CERTIFIED FINANCIAL PLANNER™, former United States Congressional candidate and Adjunct Instructor at George Mason University in Fairfax, VA and American University in Washington, DC.
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Top Shelf Talks is a place we bring Real Experts, Relevant Trends, and Real Opinions Information. Financial Planning Market Updates Current Events Tax Planning History Sports and other things going on. Check us out weekly, new Episodes Drop Every Wednesday at 12:30pm ET.
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Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: [email protected] Twitter: @paulresnik
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Hosts Dan Driver and Garrett Adams break down complex financial matters for you! Providing you with actionable information that's not personally biased. Send Inquires: [email protected] Disclaimers: This podcast is for educational purposes only. Anything said should not be construed as advice. If you're interested in financial planning or investments offered by Dan and Garret send us a email.
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Psychology of Financial Planning Podcast

Dr. Charles Chaffin and Dr. Brad Klontz

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Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better.
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Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way. Advice needs to be practical, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.
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Planning your Financial Future

Investors Group Financial Services Inc.

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Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them week ...
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NexGen Perspectives -- FPA BE: Seattle 2014 submission Today, the field of Financial Planning finds itself at a key inflection point, when our country needs us the most. It is incumbent upon us to lead progress. Sustainable Career Development programs engage, inspire and empower tomorrow's leaders. This presentation offers meaningful context on industry trends and opportunities to support the pursuit of the highest degree of integrity and stewardship.
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Many Irish parents in their fifties are still financially supporting adult children—and it's quietly delaying their retirement goals. Key takeaways: • Each adult child can cost around €15k–€20k per year in ongoing support—rent, car, health cover, and general expenses. • Those costs directly reduce pension contributions and long-term savings, someti…
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Stephen George, Co-Founder and CEO of Amaze, joins us to share how he's helping creators monetize their passions while staying true to their values. He reflects on his entrepreneurial journey, the lessons learned from building mission-driven businesses, and the importance of connecting purpose with profit. Through his experiences, Stephen offers in…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Sean, and Rabih break down the ripple effects of the recent government shutdown. They also talk about the proposed 50-year mortgage, a policy aimed at improving housing affordability but also r…
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In this episode, Justin and Jared dive into several key topics shaping today’s financial landscape. They discuss Kyle Busch’s lawsuit against Pacific Life and what it says about life insurance, the growing trend of advisors moving away from broker-dealers, and the latest shifts in used car prices, housing, and interest rates. They conclude with a l…
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In this episode of Dollars to Dreams, host Tyler Hafford is joined by Penobscot Financial Advisors' Chief Operations and Compliance Officer, Hannah Tackett, for another installment in a new series on cyber scams. Today, they talk about "Ted," a victim who was tricked by a scammer into a devastating blackmail scheme, and what happened when the money…
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Today, Ben is joined by Chris Schilmoeller—Orlando-based financial advisor and former FOCUS missionary—for a deep dive into what it might mean to have Thomas Aquinas as your financial advisor. Chris reflects on his own journey from campus evangelization to financial planning, sharing how Aquinas’s emphasis on order, integration, and the proper end …
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On this episode of The Dentist Money Show, Carl Richards, CFP®, author of Your Money, joins Ryan to explore the emotional side of money and why even smart, successful people struggle to talk about it. They discuss how emotions influence financial decisions, why simplicity often beats complexity, and how understanding your values can lead to more me…
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You've probably wondered: what does financial advice actually cost in Ireland, and is it worth it? Indeed, many people are also probably wondering if they are actually paying for advice, who may or may not be getting any!? ‍ Many professionals in their 50s ask that question when they start thinking about retiring, reducing hours, or simply getting …
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In our new TL;DR series episode, Will reads Lauren's article where she breaks down four key strategies to help dentists regain balance and confidence with their money: building a financial buffer, creating a personalized financial system, protecting long-term goals, and delegating to trusted professionals. This article highlights how intentional pl…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Jake, and Rabih discuss the growing risks surrounding NVIDIA, exploring how financial engineering and shifting market sentiment may be influencing its stock value. They also take a closer look …
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On this episode of The Dentist Money Show, Matt and Christine explore one of the toughest parts of running a dental practice: hiring and managing associates. They discuss why many associateships fail to lead to ownership, the challenges that make partnerships tricky, and what dentists should consider before bringing on an associate. Tune in to lear…
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If you're retiring in Ireland with around €1 million in pension savings, one of the biggest questions you'll face is whether to take income from an ARF (Approved Retirement Fund) or to buy an annuity. In this episode, I break down both options in plain English — what they mean, how they work under Irish tax rules, and which might suit your lifestyl…
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In our new TL;DR series episode, Jake reads his blog post explaining that while making extra payments on your mortgage can reduce the total interest you pay and shorten the life of your loan, it's not always the best financial move. Tune in to learn whether you value the peace of mind that comes from eliminating debt or the long-term growth potenti…
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Barrett Wright, President at Hill Robinson Yacht Management, joins us to explore her 15-year journey in the superyacht industry. Barrett shares how resilience, intuition, and a people-first mindset shaped her leadership approach and how the industry thrives on community, adaptability, and exceptional service. Key Takeaways: 00:00 Introduction. 01:4…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih unpack how the Federal Reserve's recent decisions have affected Wall Street, the growing impact of the government shutdown on healthcare costs, and explore why Halloween spending is pr…
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In this episode, we dive into the world of property and casualty insurance for high-net-worth families with Landon Davis from NFP. We examine the evolving risks and market shifts that make insuring valuable property particularly challenging. We also talk about Landon’s journey into the insurance field and how great brokers do more than manage polic…
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On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths that often mislead dentists. From the illusion of "secret investments" to why focusing on your dental career—not chasing financial shortcuts—is key to building wealth, they break down what really drives long-term success. They also explore the…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih unpack the latest economic developments—from rising inflation to shifting market sentiment. They break down the recent CPI report, the strong earnings season from S&P 500 companies, an…
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On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement planning. They explore the different types of retirement accounts—from 401(k)s and simple IRAs to profit-sharing and defined benefit plans and explain how each fits into a broader financial strategy. Matt and Ryan also touch on the behavi…
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In this week's podcast, I talk about investing your pension at 50. Turning 50 is a wake-up call for your pension. It's not about panic - it's about planning smart. Here's what matters most: Key Points: • At 50, your goals shift — you're closer to retirement, but growth still counts. • Review your pension funds now: what's in equities, bonds, or cas…
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David Steigelfest, Founder and CEO of PB Heart, joins us to discuss how AI is reshaping entrepreneurship, software development, and the future of education and employment. David shares how building a product as a solo founder is now possible thanks to rapidly evolving AI tools, what this means for the broader workforce, and why adaptability, connec…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih dive into the growing importance of rare earth metals and their geopolitical impact, exploring how China's dominance in mining and refining gives it a major advantage over the U.S. The…
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In this episode, we explore how the Ivy League endowment model can inform smarter investing for oil and gas professionals. We discuss how these massive funds balance long-term growth with liquidity and why even “permanent capital” requires flexibility. Listeners will see the blind spots of the largest pools of institutional capital and learn why no…
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On this episode of the Dentist Money Show, Matt and Ryan discuss some of the most common financial myths that often mislead dentists. From misconceptions about the stock market and market timing to the belief that maxing out a 401k is enough for retirement. They break down why these myths persist and how they can undermine long-term financial healt…
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Programming note: This episode is a quick interruption to our 5-part Cyber Scam Mini-Series—we'll jump right back into it next week. Is today's AI boom just dot-com all over again—or something entirely different? Tyler Hafford and PFA's Chief Investment Officer, Sam Chaplin, dig into what's hype, what's real, and what long-term investors should wat…
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In this week's podcast, I unpack the growing issue of unregulated investments in Ireland — from headline-grabbing collapses to the hidden risks facing everyday investors. Discover why so many well-intentioned savers were caught out, what to watch for, and how to protect yourself from high-risk "opportunities" that promise too much. Key points: The …
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In this special edition, we are sharing a No BS Dental Growth podcast episode where Ryan joins Chris Pistorius from KickStart Dental Marketing to break down why many dentists retire later than average, the real math behind knowing how much you need to retire, and the biggest money myths holding dentists back. Book a free consultation with a CFP® ad…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Jake, and Rabih react to Japan's latest news and their stock market high and comment on economic changes that Japan still faces. They discuss the value of 401(k)s invested in the Mag 7 and deba…
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On the third episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to explain how to choose the right entity structure for your dental practice. They discuss why understanding the implication of an S-Corp election is important, highlighting the most common mistakes dentists make—and how to avoid them. They review the …
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We sat down with Stephen Sullivan, Founder and CEO of Stio®, to share his journey from building outdoor apparel brands to shaping one of today's most authentic lifestyle companies. Stephen reflects on entrepreneurship, maintaining brand identity through growth, and the pursuit of true wealth beyond financial success. Key Takeaways: 00:00 Introducti…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Will, and Rabih explore China's unexpected market rebound and the government policies fueling it. They examine how artificial intelligence is transforming market growth and reshaping the econom…
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In this episode, we’re excited to welcome Reagan Miller, the newest member of our Fort Worth team. She shares her journey into wealth management, how her background in admin and marketing supports her role, and her passion for organization, bookkeeping, and learning new skills. Reagan also talks about her excitement for being part of the Fort Worth…
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On this episode of The Dentist Money Show, Logan Ganoe, DDS, MS joins Ryan to talk about his remarkable journey through dentistry and life. From early career decisions and the challenges of dental school to navigating contracts, DSOs, and the path to oral surgery, Logan shares professional experiences that shaped him. He also opens up about the cha…
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