Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
…
continue reading
Listen to urban planners from Toronto Metropolitan University's School of Urban and Regional Planning answer fun questions about themselves, their work, and their memories from SURP.
…
continue reading
Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
…
continue reading
Introducing "The Planner Podcast," the official audio companion to The Planner magazine, the Royal Town Planning Institute's premier publication. Each episode delves into the latest developments in town and country planning, featuring in-depth discussions, expert interviews, and insightful case studies. Whether you're a seasoned professional or simply passionate about the future of our communities, "The Planner Podcast" keeps you informed and engaged with the evolving landscape of planning ...
…
continue reading
For professional planners in Ireland working in government, private practice and others who want to be kept informed on changes in planning thought, law and practice.
…
continue reading
Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
…
continue reading
Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
…
continue reading
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
…
continue reading
Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
…
continue reading
CWP Society is proud to produce the "Wedding Planner Pro Files: Industry Expert Insights" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
…
continue reading
Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Me ...
…
continue reading
Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
…
continue reading
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
…
continue reading
Getting the most out of your planner or organiser to help streamline your life. The plannercast for all paper planner enthusiasts
…
continue reading
Smart Meetings’ What One Thing podcast is your shortcut to the top of the events world. We interview savvy meeting planners, speakers and industry experts about the decisions that made all the difference in their lives and careers so you can take the fast track to your dreams.
…
continue reading

1
The Property Trio (formerly The Property Planner, Buyer and Professor)
Cate Bakos, David Johnston and Mike Mortlock
Formerly The Property Planner, Buyer and Professor, our show rebranded in 2023 to The Property Trio. Residential property is the only asset class we live in, it is where we raise our families, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are ...
…
continue reading
Welcome to The Planner Podcast! This is the go-to place for you to learn about creating plans for progress and consistent success in your life and business! https://mimjenkinson.com
…
continue reading
From GenZ Digital Dreamers to Millennial Masters and Boomer Bosses, we all have something to learn and teach each other. Smart Meetings editors Eming Piansay and Sara Robertson lead critical conversations to facilitate elevating experiences. From engagement to entrepreneurship and empathy, this series is dedicated to the continuing education of event professionals looking to get a leg up on the latest trends, along with two hospitality writers on the journey themselves. Join Community Experi ...
…
continue reading
Prayers Planner Podcast is for your motivation, inspiration and encouragement to combat daily spiritual warfare and use your spiritual gifts to advance the Kingdom of God!
…
continue reading

1
Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Lovewell Blake
Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead ...
…
continue reading
A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
…
continue reading
Travelscope. Pack your bags with us for a tremendous and unforgettable journey leading to adventure and exploring new things. https://travelsscope.trendingtrickzone.in/
…
continue reading
Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
…
continue reading
Join us as we talk all things planning, crafting, and life!
…
continue reading
Inspiring empowering and transforming black women in the journey to wealth creation
…
continue reading
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
…
continue reading
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 ...
…
continue reading
Learn all about real estate investing via entertaining, modeled stories about real estate investors with unprecedented insight into their situations.
…
continue reading
Exploring the world of Financial Planning. Accelerating your career.
…
continue reading
The podcast for dance studio owners that are ready solve problems, streamline work, and boost profits. Cover art photo provided by Efe Kurnaz on Unsplash: https://unsplash.com/@efekurnaz
…
continue reading
A podfic for the Ace Attorney fic, The Wedding Planner by @famousinthatanonymousway on Ao3. New chapters will (hopefully) be released each week, hehe. ALSO this podcast's bloopers are the episodes with no capital letters- when I have finished with it, they will be deleted.
…
continue reading
Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
…
continue reading
Planner Lifestyle Podcast, where productivity and aesthetics crash into the daily grind, host Jessica McWilliams takes deep dives into planning's impact on our lives and communities. From planner basics to purposeful reflections, you'll be ready to plan.
…
continue reading
So, you want to learn how to become a wedding planner? Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally fulfilled. Whether you’re in the process of planning a wedding for a friend or family member and are terrified you’ll mess it up—or you’re sick of spending countless hours on the internet stitching together a strategy for your next steps—trust me when I say ...
…
continue reading
If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
…
continue reading
Celebrate your Birthday in Cabo San Lucas. We also provide Birthday Party Planner and experienced Birthday Decorators at Cabo Event Planner. Visit us: https://caboeventplanner.com/birthday-parties/
…
continue reading
The Business Planners with The Prime Enterprise Group are a team of business professionals who assist Entrepreneurs in starting or growing a business through business plan writing, business coaching and educational webinars.
…
continue reading
2 Guys. 0 Plans. Urban and Yvgenii get together and discuss life, the universe, and everything in between. Sometimes it's about pens, but you never really know what you are going to get. Parents be warned, Yvgenii quit censoring things a while back so there may be a bad word or two that sneaks through.
…
continue reading
Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related to ...
…
continue reading
The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
…
continue reading
We share the best client attraction and digital marketing techniques for Financial Professionals.
…
continue reading
Esto es #Urbanismoparamushpas Un podcast de ciudades, sus problemas y soluciones. Music original por: @juandiegoillescas Arte por Mohammed Abdelkareem @mohammedabdelkareem
…
continue reading
30 year financial services veteran. Father of two, grandfather of 5, husband (to the same woman) for 35 years.
…
continue reading

1
SHSMD Podcast Rapid Insights for Health Care Marketers, Planners, and Communicators
Society for Healthcare Strategy & Market Development
SHSMD’s Rapid Insights delivers the latest trends, innovations, and best practices for health care strategists including marketers, planners, business developers and communicators.
…
continue reading
This podcast asks who you are, how you could be remembered after you die, and if all that could be creatively encapsulated in your end of life plans. I would love to reevaluate the stigma of talking about this part of the life cycle and even find joy in thinking about what matters most to each of us. I hope that recording these ideas will be useful someday to each individual and their families. I also hope that sharing how we want to be remembered reminds us each of how we want to live. Sign ...
…
continue reading
The Talent Planner Podcast offers small and medium-sized business (SMB) leaders all of the tools to win the battle for talent and dominate their industry.
…
continue reading
Capital projects waste billions annually on predictable delays, but there's a proven way to deliver ahead of schedule and under budget. Join Albert Brier, Director, Project Controls and Nate Habermeyer, Director, Marketing at Dokainish & Company, as they discuss how current events and trends are reshaping project controls and mega-projects across industries. This podcast is designed for project managers, project controls professionals, IT leaders, and executives. Our listeners grapple with h ...
…
continue reading
In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
…
continue reading

1
What Does Not Needing Money Look Like at Different Stages of Your Life?
1:10:25
1:10:25
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:10:25What if “not needing money” doesn’t mean being rich—but being free? In this episode of The Pete the Planner Show, we explore how the concept of not needing money evolves as you age. From the beautiful ignorance of childhood, to the messy middle of adulthood, all the way to the promised land of retirement—we unpack what it really means to live with …
…
continue reading

1
Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli
26:54
26:54
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
26:54Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous j…
…
continue reading

1
The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran
1:08:07
1:08:07
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:08:07Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodaran’s timeless insights on navigating uncertainty, embracing the process of investing, and finding comfort in a volatile market. From the ritualistic all…
…
continue reading

1
Journey from FIRE to Financial Planning Focused on Real Estate with Dan Huffman
44:45
44:45
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
44:45I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His focus is on working with those in the real estate community so we spend a lot of time talking about that type of expertise, the planning and tax considerations for that niche, compliance considerations, and b…
…
continue reading

1
Sensory-Friendly Celebrations: Reimagining Wedding Planning for All Minds
29:10
29:10
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
29:10Weddings should be joyful celebrations for everyone present, but for neurodivergent individuals—those with autism, ADHD, anxiety, or sensory sensitivities—the typical wedding environment can quickly become overwhelming. Bright lights flash, music thumps, schedules run tight, and social expectations mount. How can wedding planners create truly inclu…
…
continue reading

1
#305: Market Update Mar 25 – Darwin Leads Growth, Melbourne Posts Another Increase & Interest Rate Uncertainty Amid Global Tariff Concerns
52:25
52:25
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
52:25Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM This week, Mike and Cate tackle the data! Nationally, median dwelling values have strengthened, recording 0.4% for the month. But it is Darwin who's stolen the show with a full…
…
continue reading

1
The Hidden Impact of Day Traders & Overnight Drift - Victor Hagani [Founder & Researcher]
33:53
33:53
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
33:53In this episode, host Belle Osvath, CFP®, interviews Victor Hagani, founder of Elm Wealth, about his groundbreaking research into the "overnight drift" in stock markets. Victor, a seasoned finance expert, explains how a significant portion of the stock market's returns occurs during off-hours when markets are closed, despite the higher volatility t…
…
continue reading

1
How Financial Planners Can Win with Marketing in 2025 | Samantha Russell
42:02
42:02
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
42:02This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US. She shared insight after insight. Here’s one that really stuck with me: “Even if someone is referred to you, they’re still going to Google you. What they find next decides whether they pick up…
…
continue reading

1
How to Get Out of Planner Burnout 📙
38:11
38:11
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
38:11Jess's planner isn't working, so the Planner Pals are chatting on strategies for tackling your planner slump 💪 📙 We want to hear from you! Send us an email at [email protected] Send us a message at https://instagram.com/plannerpalspodcast 📙 Want to find us elsewhere? Jess: https://youtube.com/JashiiCorrin Mark: https://www.youtube.com/@m…
…
continue reading

1
How PMOs Drive Real Business Impact in Mega Projects: Lessons from Dubai’s Real Estate Digital Transformation
41:37
41:37
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
41:37In this episode of The Risky Planner, Nate Habermeyer talks to Albert Brier, who is live from Dubai, where he's leading the setup of a PMO for one of the most ambitious real estate developments in the world. ThSey explore how digital transformation is redefining project management in MENA, with a strong focus on project controls, budgeting, schedul…
…
continue reading

1
265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done
17:18
17:18
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
17:18Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help…
…
continue reading

1
Navigating Now: Consumer Confidence Predicts The Future
10:06
10:06
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:06In this episode of CalmCast, we unpack the emotional undercurrent of the economy—consumer confidence. With recent drops in sentiment reflecting rising anxiety over inflation, tariffs, and a potential recession, we explain what these confidence numbers really mean, and why they matter more than you might think. We’ll cover: The latest consumer confi…
…
continue reading
In this episode of Storytime with Pete, we flip the script on financial frustration. Pete explores why money problems aren’t detours—they’re the whole journey. From busted budgets to surprise bills, he breaks down how embracing financial challenges as problem-solving opportunities can actually build confidence, resilience, and control. It’s a witty…
…
continue reading

1
Navigating Now: How sector rotation can impact your investing and your career
10:13
10:13
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:13Episode 3 – This Economic Shift Could Hit Your Job—and Your Budget Not every part of the economy reacts the same way to a crisis. Some sectors take the brunt of it. Others benefit. And understanding who’s winning and who’s losing can give you a better handle on what’s coming next—for the market and for your own finances. In this episode, we break d…
…
continue reading

1
264: Compliance Made Simple: What You Need to Know & Do!
55:35
55:35
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
55:35Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about goi…
…
continue reading

1
Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski
38:24
38:24
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
38:24Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the …
…
continue reading

1
263: Stop Tax Season Madness: 5 Fixes Now!
15:44
15:44
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
15:44Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos. And listen, I get it. You want to help these clients. You care. But at the same time, you’re frustrated because they’ve had 15 MONTH…
…
continue reading

1
What to do if the market just smashed your plans
1:10:17
1:10:17
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:10:17You made the plan. You followed the plan. And then—life happened. This week, Pete dives into the all-too-common reality of financial plans getting sideswiped by market shifts, unexpected expenses, and economic curveballs. From this week’s inflation data to job market jitters, we explore how to stay calm, adapt, and keep moving forward when things d…
…
continue reading
This week, Meg and Myra are joined by the patreon to discuss life updates, Cory Booker, Chappell Roan, NFL LGBTQIA friendly training camp, Wicked: For Good Trailer, bounce houses for protests, Emily Ley sues for tariffs, and HP spring release. Shop Plum Paper this Spring! Use code WINE10 for 10% off your total! SHOP HERE! Want to check out the Patr…
…
continue reading

1
No Beef, Big Impact: How IMEX is Redefining Sustainable Events
17:43
17:43
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
17:43Send us a text In this episode of What One Thing, Smart Meetings VP and Content Director JT Long speaks with IMEX Group CEO Carina Bauer about bold sustainability lessons from IMEX Frankfurt 2024. Bauer shares how simple changes—like removing beef from menus and reordering vegetarian options—can dramatically influence attendee behavior. She explain…
…
continue reading

1
Navigating Now: Volatility can take your breath away
10:10
10:10
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:10The stock market has been unpredictable lately—and the same can be said for your grocery bill. In this episode, we explain what’s behind all this volatility and how it’s tied to the real economy and your real life. We focus on two key themes: Market volatility – Why the market reacts so sharply to uncertainty, and what causes these swings in the fi…
…
continue reading
The stock market just face-planted—and while your investments may be taking a nap, your financial habits don’t have to. In this episode of Storytime with Pete, Pete the Planner breaks down what to do right now to reset your spending, stop the bleeding, and build real resilience. We’re not talking theory. We’re talking real-life, practical stuff: – …
…
continue reading

1
Transforming Your Wedding Business: The Personal Branding and Marketing Revolution
32:38
32:38
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
32:38Krisy Thomas, Vice President of the CWP Society, is joined by special guest Carissa Kruse, marketing guru and founder of Win More Weddings Content Club, for an eye-opening conversation on what truly works in wedding industry marketing today. With a background in building a successful multi-state wedding business alongside her marketing agency, Cari…
…
continue reading

1
262: How You Show Up in a Crazy Market Really Matters (And What To Do!)
25:28
25:28
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
25:28Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe a little discouraged, and definitely stretched thin between trying to market yourself, stay visible, and manage nervous clients. I see you. This work is hard. I wanted to create a special pod…
…
continue reading

1
Navigating Now: What's actually wrong with the economy and markets right now?
10:17
10:17
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
10:17Series Premiere Welcome to the first episode of our new financial series, designed to help you make sense of what's happening in the market, the broader economy, and your personal finances. In this premiere, we tackle one of the most talked-about issues in the headlines right now: tariffs. You’ve likely noticed prices creeping up, but how much of t…
…
continue reading

1
#304: How to Increase Borrowing Capacity - Strategies to Maximise Your Property Budget, Refinance, Access Equity & Grow Wealth
42:15
42:15
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
42:15Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM In this episode, Cate and Dave dive into a topic that’s top of mind for many aspiring homeowners and investors—how to increase borrowing capacity. Whether you’re buying your fi…
…
continue reading

1
Audit exemption and needing an audit for the first time
14:04
14:04
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
14:04Abi Robinson joins James to talk all things audit. In this episode discussions cover what an audit is, tips for companies requiring an audit for the first time and opportunities for businesses who may no longer require an audit.Lovewell Blake tarafından oluşturuldu
…
continue reading

1
PlannerPod Episode 1 | Purpose, plans and PIB unpacked
49:21
49:21
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
49:21In which the Planner's editorial team and this episode's guest, Robbie Calvert, pick out their highlights from the latest issue of The Planner magazine, chat about the sector-changing Planning and Infrastructure Bill and delve into the pressing issue of loneliness and the built environment. Can sensitive planning help to relieve social isolation? H…
…
continue reading

1
Episode 16 - Davin McCully
47:01
47:01
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
47:01Everybody's favourite Toronto storyteller Davin McCully (MPl '19) stops by the pod to talk about consulting, ghost stories, and peameal bacon sandwiches.
…
continue reading
Constantly evolving regulations and best practices can make it hard to plan. The April, the Irish Planning Institute launches a new podcast for professional planners working in government, private practice and others who want to be kept informed on changes in planning thought, law and practice. Our first episode breaks down the complexities of the …
…
continue reading

1
Wedding Associate Certification Now Available through CWP Society!
12:39
12:39
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
12:39The CWP Society has launched an innovative Wedding Associate Certification that's transforming how wedding planning teams operate and deliver consistently exceptional service. This new credential ensures every team member—not just lead planners—meets the highest professional standards, creating seamless experiences from initial consultation through…
…
continue reading

1
Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore
14:08
14:08
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
14:08What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, …
…
continue reading

1
261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!)
13:17
13:17
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
13:17I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…
…
continue reading

1
State of the Adviser Nation with Steve Nelson
48:43
48:43
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
48:43In this episode we chat with Steve Nelson, Insight Director at The Langcat. We discuss the data in the latest Langcat report, what trends are emerging now and what the future for the profession might look like. Join our community: www.nextgenplanners.co.uk
…
continue reading

1
The Market’s Terrible, Horrible, No Good, Very Bad Day
1:15:56
1:15:56
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:15:56The market tanked yesterday. Investors panicked. Tariff talk is back. If you're feeling like now is definitely not the time to start investing, you're not alone. But what if that fear is actually holding you back? In this episode of The Pete the Planner Show, we tackle one of the most paralyzing money fears out there: investing. From yesterday’s ma…
…
continue reading

1
Tariffs Are Here. The Market is Down. Here is What It Means for Investors
1:05:02
1:05:02
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:05:02In this episode, dive into the complex world of tariffs, national debt, and economic policies under the current administration. With the S&P down 4% and markets reacting to recent policy shifts, we bring you insights from our previous interviews with Cullen Roche and Andy Constan to break down these pressing issues. This episode is designed for eve…
…
continue reading

1
From Vision to Venue: How AI Is Transforming Event Planning
1:14:33
1:14:33
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:14:33Let us know what you think! What do you want to hear about? In this episode of Smart Start Radio, co-hosts Eming Piansay and Sara Robertson kick things off with exciting news—their podcast is a finalist for the ASBPE Best New Podcast Award. They’re joined by Yaron Lipshitz, CEO of Prismm, a spatial design platform that allows event planners to visu…
…
continue reading
Why does negotiation so often feel like you're lying with a handshake? In this episode of Storytime with Pete, we dig into the insincerity baked into negotiation—and why it leaves you feeling like you need a shower and a moral realignment. Whether you're haggling over a salary or splitting a dinner bill, negotiation can quietly pit your values agai…
…
continue reading
In this episode, I step into the role of President—yes, really—to deliver the kind of honest, empathetic, and clear-eyed explanation of tariffs I wish we heard more often. I explore the reasoning behind the Trump administration’s trade strategy, acknowledge the real economic pain many Americans are feeling, and make the case for why short-term sacr…
…
continue reading

1
Beyond Experience: How Education Transforms Wedding Planning Businesses
33:33
33:33
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
33:33In this episode, Vice President of the CWP Society and Co-Host, Krisy Thomas sits down with Crystal Dailey, owner of Empower Weddings, and a Master Certified Wedding Planner whose journey proves the transformative power of education in building a thriving wedding business. Crystal's journey from event planner to Master Certified Wedding Planner rev…
…
continue reading

1
260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!)
44:04
44:04
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
44:04In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode…
…
continue reading
In this episode of Storytime with Pete, we dive into the oddly satisfying yet financially devastating loop of wanting money so you can buy things—and then not having money because you bought things. Pete unpacks the emotional gymnastics we perform to justify purchases and why true financial freedom might be found in the power of not clicking “Buy N…
…
continue reading

1
Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager
49:14
49:14
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
49:14In this episode, Matt and Jack dive into the timeless wisdom of Jack Schwager, renowned author of the Market Wizards series. Drawing from two insightful interviews with Schwager, they explore key lessons from some of the greatest traders he’s interviewed, like Paul Tudor Jones and Steve Cohen, and unpack how these principles apply not only to tradi…
…
continue reading

1
#303: Avoiding Property Investment Traps - Off-the-Plan Risks, Market Timing & Spotting Property Spruikers
46:49
46:49
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
46:49Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM Dave hosts this episode with Sarah's great listener question. Sarah writes in; "Melbourne will need to turn around at some point after underperforming. With this, there’s been …
…
continue reading

1
Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis
25:33
25:33
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
25:33Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value…
…
continue reading

1
259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!)
3:19
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…
…
continue reading

1
Paul Jackson from Invesco on Investment Strategy & Career Lessons
1:11:14
1:11:14
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:11:14In this episode of the Financial Planner Life podcast, Chris Ball sits down with Paul Jackson, Global Head of Asset Allocation Research at Invesco, to explore the career pivots, market cycles, and investment principles that shaped his journey from working-class beginnings to global leadership. Paul shares his honest reflections on a non-linear care…
…
continue reading

1
What Can You Afford on $100k a year? The Honest Breakdown
1:12:36
1:12:36
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:12:36Is $100,000 a year really enough to live a stable, comfortable life? In this episode, Pete breaks down the harsh reality of six-figure income in 2025 — starting with what you actually take home after taxes, 401(k contributions, and healthcare. Spoiler: it’s not $100K. Then we build a real financial life around what’s left, covering retirement savin…
…
continue reading

1
Everything that glitters ain't gold
1:16:11
1:16:11
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:16:11This week, Meg and Myra discuss life updates, Q1 check in, Happiest Baby canceled, Temptation Island, Rise and fall of planner events, and Chicago Stationary Fest. Want to check out the Patreon FOR FREE?! JOIN HERE to check out exclusive content and get a taste of the Patreon crew! Check out our NEW MERCH HERE! Check us on TikTok: @Plannersand…
…
continue reading
In this episode of Storytime with Pete, we dive into the tangled web of what it really means to "buy American"—especially in light of President Trump’s March 26 announcement of a 25% tariff on all imported cars and auto parts. It’s a bold move aimed at boosting U.S. manufacturing, but it begs the question: what actually counts as American-made anym…
…
continue reading