Mostrando resultados por autor "Douglas Goldstein | CFP® | Profile Investment Services" en Todas las categorías

Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have you just had enough of work? Do you want to spend more time with family (or on hobbies you've been ...

Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you ...

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to ...

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social...

Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar with their individual circumstances. The firm is not engaged in the practice of law or accounting. This...

From the author of Become the Banker® comes a cutting-edge new sequel. It is packed with clearly defined, fact driven solutions to help you achieve financial freedom...as you make more money, save more money, and protect your money from taxation. How do we reach the ultimate goal of financial freedom while surviving potentially devastating, economic storms in life? The answer lies within this audiobook.

Investing and trading in gold and silver is always a sound idea - and that goes double in a time of unusual market fluctuation. As people look for safe places to diversify their investment risk, you'll likely see the value of your investment go up where other stocks are vulnerable. Gold and silver saw increases in value of 16% and 15% respectively in 2019 - putting them among the top 10 most desirable commodities out there - and are projected to experience even more of a bear market as the dollar wobbles in an uncertain post-COVID world.

An uncomplicated financial book, Become the Banker is for anyone who wants to achieve financial freedom and security. Whether you are just starting your working years or are nearing retirement - or would like to help your children and grandchildren learn a powerful strategy to help them avoid the financial mistakes that most people make - this book is for you.

No matter where you are in your financial journey Personal Finance QuickStart Guide covers everything you need to know to make a positive financial change in your life. In Personal Finance QuickStart Guide author, financial coach, and financial advisor Morgen B. Rochard CFA, RLP pulls back the personal finance curtain to present personal finance wisdom that is so simple anyone can start putting it to use today.

Childfree Wealth Specialist® Dr. Jay Zigmont flips FIRE—Financial Independence, Retire Early—on its head, showing how people without kids can live the FILE life—Financial Independence, LIVE Early—by following his eight No-Baby Steps. Whether you're single, coupled up, or planning the perfect Golden Girls living arrangement with your best friends, The Childfree Guide to Life and Money is the most comprehensive resource for designing your life, figuring out your finances, and living your best life.

A Guide to Better Movement offers a clear and practical look at emerging science related to the brain's role in movement and pain. It is written for movement professionals, athletes, chronic pain sufferers, and anyone else interested in moving better and feeling better.

Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with Alexander Hamilton’s financial programs in 1790 and ends with the Federal Reserve’s battle with inflation in 2023. Investing in U.S. Financial History reveals that there is almost no financial event that is unprecedented.

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it ...

Affiliate marketing is your route to earning some serious bucks. Thousands of companies both large and small like Amazon, Sears, Best Buy, Overstock, Lowe's, Priceline, and others have programs so you can profit from the thousands of products they offer. Affiliate marketing is ideal for bloggers looking to monetize their work. This is a multibillion-dollar market, and there are more than 10 million people involved in the biz worldwide. There's always room for more because the opportunity keeps growing as more and more companies offer affiliate programs.

A robust investment strategy forms the basis of any wealth building journey—if your money isn't working hard on your behalf, it's slowly being devalued by inflation. It has never been easier—or more important—for everyday investors to get started investing in the stock market. Bestselling author, advisor, and financial industry veteran Ted D. Snow CFP®, MBA brings over 30 years of experience to this Investing QuickStart Guide.

Dinero en Español te ofrece consejos financieros y entrevistas con expertos y empresarios de éxito para ayudarte a alcanzar tu versión del Sueño Americano. Con Miguel Gómez, CFP®, Consejero Financiero.

When your brain and your bank account are constantly fighting, it's time for a new approach.ADHD Money Talk is the podcast that finally addresses what traditional financial advice misses: how ADHD fundamentally changes your relationship with money. From impulse spending and financial avoidance to the shame spiral that keeps you stuck, we tackle the real challenges that come with managing money when your brain works differently.

Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter

Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and ...

A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.