Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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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.
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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 ...
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Helping you make your money last as long as you do.
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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 ...
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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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CWP Society is proud to produce the "Wedding Planner Society: 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
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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 ...
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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 ...
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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.
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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 ...
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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.
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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.
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Are you ready to discover the keys to greater productivity and lead your life and team with principles that stand the test of time? Welcome to The Franklin Planner Podcast, your weekly guide to achieving your best life through proven strategies, timeless values, and expert insights. Whether you're looking for ways to boost your personal productivity, lead your team to new heights, or find lasting success, this podcast is your trusted companion on the path to intentional living. For more than ...
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Smart Meetings' award winning podcast tackles issues from Gen Z Digital Dreamers to Millennial Masters and Boomer Bosses, we all have something to learn and teach each other. Smart Start Radio host Eming Piansay leads 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 journ ...
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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 ...
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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
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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!
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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 ...
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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 ...
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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-o ...
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Join us as we talk all things planning, crafting, and life!
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Inspiring empowering and transforming black women in the journey to wealth creation
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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
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Learn all about real estate investing via entertaining, modeled stories about real estate investors with unprecedented insight into their situations.
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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
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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.
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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.
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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.
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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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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!
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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!
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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.
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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/
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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.
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Getting the most out of your planner or organiser to help streamline your life. The plannercast for all paper planner enthusiasts
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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.
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We share the best client attraction and digital marketing techniques for Financial Professionals.
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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.
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Esto es #Urbanismoparamushpas Un podcast de ciudades, sus problemas y soluciones. Music original por: @juandiegoillescas Arte por Mohammed Abdelkareem @mohammedabdelkareem
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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.
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30 year financial services veteran. Father of two, grandfather of 5, husband (to the same woman) for 35 years.
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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 ...
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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.
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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.
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Travelscope. Pack your bags with us for a tremendous and unforgettable journey leading to adventure and exploring new things. https://travelsscope.trendingtrickzone.in/
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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 ...
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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 ...
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Forget the convertible and the questionable haircut — the real midlife crisis happens when you open your retirement account and realize the math isn’t mathing. In this solo episode, Pete explores the emotional and financial crossroads that hit in your 40s and 50s — when time feels shorter, careers plateau, and money goals start bumping into real li…
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Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore
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30:20Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, learning from early entrepreneurial challenges, or building a career grounded in mentorship and growth, this episode is for you! Listen in as Patrick sh…
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Decoding Venue Roles: Who Really Does What (And Why It Matters)
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19:35Not all "venue coordinators" are created equal—and assuming they are can derail your entire event. In this episode, COO Krisy Thomas sits down with Master Certified Wedding Planner and Certified Educator Nikki Rodgers to pull back the curtain on how venue teams actually operate, so you can stop guessing and start collaborating with confidence. Nikk…
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Active vs Passive investing: A Pointless Debate for Financial Planners?
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55:50In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of h…
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What planners are you using in 2026? 🤔 Nab your WANT analysis resource 📄 https://mail.jashii.com/resources 📙 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/@marky…
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The Power of Perspective by Stephen R. Covey on Weekly Planning
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11:07In this episode of the Franklin Planner Podcast, host George Wright III explores the common struggle of feeling busy but unproductive. Drawing on the insights of Dr. Stephen Covey, particularly Habit 3: 'Put First Things First' from his renowned book 'The 7 Habits of Highly Effective People,' the episode delves into the importance of weekly plannin…
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Who Has To Worry After the AFT Lawsuit Settlement?
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16:08The AFT lawsuit settlement with the Department of Education is one of the biggest updates in months for borrowers on income-driven repayment. You'll learn how this settlement unfreezes stalled forgiveness applications, who's protected under the new rules, and the key deadlines you can't afford to miss. I also explain why the 2026 "tax bomb" is back…
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#333: Why Media Predictions About Crashes, Cliffs & Corrections Keep Getting It Wrong
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43:33Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM This week, Mike, Cate and Dave take a data-driven look at the property predictions that missed the mark. From mortgage cliffs to phantom crashes, the Trio revisit some of the b…
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Trust First, Sell Later: How to Redefine Prospect Meetings - Ari Galper [Founder]
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25:06In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, sits down with Ari Galper, founder and CEO of Ari AI — the world's only trust-based proprietary AI sales growth advisor — to explore how financial planners can build deeper trust and stronger client relationships in today's commoditized advisory landscape. Ari, author of seven…
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Inflation eats into purchasing power—especially once pay raises stop. In this episode, Ken and Jeremy cover practical, level-headed ways retirees can plan for inflation without hype: from choosing where to keep cash, to timing Social Security, budgeting with intention, and setting the right mix of stocks versus safer assets. We keep it simple, educ…
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319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
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13:28In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients. …
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This week, Meg and Myra discuss life updates,Nicki's continued crashouts, Love is Blind finale, KeKe Palmers new TV show, when is too soon to set up your planner for the new year?, and where is the 2026 planner stuff? 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 o…
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Creating a Robust ASC Strategy to Strengthen Physician Alignment, Improve Patient Access and Increase System Margin
In this episode, we explore how El Camino Health and The Innova Group built a data-driven ambulatory surgery strategy to strengthen physician alignment, expand patient access, and improve system margins. Using claims data, financial modeling, and targeted outreach, they share a replicable framework for identifying ASC opportunities and aligning str…
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This episode explores how Acenda Integrated Health tackled workforce engagement challenges using its “Educate, Engage, Repeat” strategy. Learn how multi-channel communication and employer branding helped build a stronger culture and improve retention across a mobile healthcare workforce.بقلم Society for Healthcare Strategy & Market Development
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318: How to Build a Culture Your Team Won’t Ever Want to Leave
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47:31In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and imp…
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Inclusive Weddings: Managing Fireworks, Fog, And Triggers With Care
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22:27Surprise moments should make hearts lift, not race. In this episode, Krisy Thomas, COO of the CWP Society, welcomes Master Certified Wedding Planner and Certified Educator Brianne Ackerland to explore how planners can create high-impact celebrations that honor military guests and anyone living with PTSD or sensory sensitivities—without sacrificing …
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Spotting financial advisor red flags
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1:00:44Most people don’t know how to tell if their financial advisor is great—or just great at sounding confident. In this episode, Pete and Dame unpack the real red flags to watch for when you’re getting financial advice… without turning it into a witch hunt. They’ll break down the difference between a bad actor and a bad fit, decode advisor-speak (“We’l…
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The Most Important Decade Of Your Financial Life
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25:31Retirement has a “red zone”: the 5 years before and the 5 years after you retire. Decisions in this window can shape the rest of your financial life. In this episode, Ken Moraif and CIO Jordan Roach discuss why this decade matters, how major market drawdowns have impacted real families, and practical ways to think about risk, withdrawals, and plann…
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Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis
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25:08Haley Ellis is the Director of Operations at Allegiance Financial Group Advisory Services, and she joins the show today to share her transition into the financial planning profession. If you're interested in navigating career moves with confidence or overcoming challenges as a young professional, this episode is for you! Listen in as Haley shares h…
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317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success
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15:49I 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! Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett’s famous two-list strategy for focus…
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From Assumptions To Alignment: How Planners Thrive With Church Teams
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21:23Wedding days inside a church can feel like navigating a maze of policies, people, and expectations, and many planners carry battle scars from these sacred spaces. In this episode, Master Certified Wedding Planner & Certified Educator, Emma Cockerham joins Krisy Thomas, COO of the CWP Society, to unpack why church venues often feel more challenging …
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316: Send a New Year’s Letter That Builds Client Trust & Assets
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33:13As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only reminds clients of your value but also builds excitement for what’s ahead. Whether you’ve been sending these…
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Worried PSLF Buyback might vanish before you qualify? Let's dig into the Public Service Loan Forgiveness (PSLF) Buyback program — how it works, why it exists, whether it's likely to stick around, and how to position yourself if the rules change. You'll also hear my take on listener questions covering repayment plans SAVE vs. IBR, joint vs. separate…
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Should I buy my next car through my business?
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35:55Ed Passmore returns to the podcast to talk about Company Car tax planning. Covering electric and hybrid cars, new rules for vans and pickup trucks, upcoming changes to benefit in kind rates and how best to plan a new vehicles lease. Do not commit to a new vehicles until you have listened to Ed’s expert views on this very important topic for busines…
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#332: Market Update September 2025 – Confidence in Price Growth Hits 15-Year High, Values Lift Nationwide & FHB Scheme Fuels the Fire
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52:25Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM In this month’s Property Trio market update, Mike, Cate, and Dave unpack the latest September market figures — and there’s a lot to cover! 📊 💥 Nationally, growth is back on tra…
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Planning and Ireland’s 2030 Renewable Targets
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52:32Are you frustrated by delays in crucial climate action and infrastructure delivery? Planning and other consenting processes don't always align and run up against our urgent net-zero targets, leaving developers, communities, and environmentalists at loggerheads over how to balance environmental protection with climate emergency responses in ways tha…
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How To Avoid Taxes On Your Life Insurance
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16:34Many families are surprised to learn that while life insurance proceeds are generally income-tax free, they can still be included in your taxable estate if ownership and premium rules aren’t handled correctly. In this episode, Ken and Jeremy break down when a policy may be pulled into your estate and how a properly structured Irrevocable Life Insur…
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💥 This week, Pete and Damian face off against their newest (and possibly most intimidating) competitor: Artificial Intelligence. Can two seasoned money nerds outthink an algorithm? In each round, Pete or Dame tackles a real financial dilemma — from whether to raid an emergency fund to pay off debt, to deciding between a Roth or traditional 401(k). …
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Balancing Uncertainty, Innovation and Humanity: Lessons from IMEX America’s Visionaries
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49:37Send us a text Live from IMEX America, Smart Meetings’ What One Thing? podcast features candid conversations with three powerhouse leaders shaping the future of events. Mike Dominguez, president and CEO of Associated Luxury Hotels International, offers clear-eyed optimism about the meetings industry and urges planners to stay nimble, disciplined wi…
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Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan
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29:41Mary Ann Sullivan is the Founder of 395 Financial Planning, and she joins the show today to share how she was able to go from a 20-year career in public education to becoming a financial planning firm owner. If you're interested in making a mid-career transition, starting a firm that serves everyday professionals, or learning how certification can …
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315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience
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28:41How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine. You’ll learn how to define your firm’s baseline cli…
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This week, Meg and Myra discuss life updates, Rihanna new baby girl, Diddy Sentencing, Wicked For Good trailer, Big Brother Finale, and Love is Blind Season 9. 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: @Plannersandwine…
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IMEX Unfiltered: Stories, Steps and Surprises from the Show Floor
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36:01
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36:01Let us know what you think! What do you want to hear about? In this special Smart Start Radio: Coffee Chat, recorded live at IMEX 2025 in Las Vegas, host Eming Piansay explores the energy and insights of the industry’s biggest event. Eming’s first guest is Aviva Kohen from Tourism Calgary, who shares what it’s like to experience IMEX for the first …
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We think these ones deserve more love 🥰📙 Items mentioned- Tom Studio Lumos: https://tomsstudio.com/collections/lumos- Zig Clean Color dot markers: https://www.zig-cleancolor.com/cleancolordot- Ugmonk system: https://ugmonk.com/en-au/collections/analog- Altenew sticker tweezers: https://altenew.com/products/crafters-essential-micro-tip-tweezers📙 We …
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314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
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55:43
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55:43Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, …
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The 5 Tiers by Profession for Debt to Income Ratio
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19:26
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19:26When someone asks whether a certain degree is "worth it," there's finally some data to answer that. We analyzed debt-to-income ratios across dozens of professions from our survey of over 8,000 high-income professionals, and the results tell a pretty clear story about who's managing student debt well — and who's getting squeezed. I'll also share a f…
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Beyond Timelines: The Real Work Behind Multi-Family Wedding Planning
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30:08
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30:08Weddings with rich traditions don’t just need timelines—they need translators. In this episode, Certified Wedding Planner and Certified Educator, Rima Shah joins CWP Society COO, Krisy Thomas to unpack the real work behind South Asian weddings: navigating multiple families, aligning expectations across generations, and setting boundaries that prote…
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This episode dives into how Customer Data Platforms (CDPs) are reshaping health care marketing. Join Ryan Younger of Virtua Health and Craig Blake from Amsive as they unpack strategies for boosting ROI, ensuring HIPAA compliance, and integrating CDPs to drive smarter, data-informed campaigns.بقلم Society for Healthcare Strategy & Market Development
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#331: Property Planning Dilemmas – How to Navigate Investments That Limit Your Ability to Buy a Future Home
51:31
51:31
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51:31Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM 🎙️This week, the Trio tackle a fantastic listener question from Alex, who, along with his partner, has done an incredible job kickstarting their property journey early — but no…
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Why Smart People Do Dumb Things With Their Money
1:12:41
1:12:41
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1:12:41Ever notice how the smartest people you know sometimes make the worst financial decisions? In this episode, Pete Dame unpack why intelligence doesn’t always translate to good money habits. From overconfidence and analysis paralysis to emotional blind spots and ego-driven decisions, we explore the psychology behind financial self-sabotage.We’ll shar…
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How To Protect Your Estate From Taxes, Divorce, Lawsuits, And Bankruptcy For Up To 100 Years
16:14
16:14
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16:14Protecting an inheritance for children and grandkids can be done thoughtfully and within the law. In this episode, we unpack how dynasty (aka generation-skipping) trusts are structured, what they can and cannot do, and why some families use them to help insulate assets from lawsuits, divorce, bankruptcy, and potential estate taxes—subject to state …
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Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne
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23:48
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23:48Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expertise, or understanding the realities of moving from analyst to senior planner, this episode is for …
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Discover how Children’s Nebraska transformed its complex strategic plan into a dynamic, actionable roadmap that engages employees and drives meaningful results. Learn how champion-led goals, streamlined success metrics, and a mission-aligned framework are helping the organization thrive in a post-pandemic healthcare landscape.…
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313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
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17:08
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17:08Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions t…
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The Blueprint for Wedding Planning: Education Meets Experience
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27:20
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27:20Tired of hearing “just get experience” as if that’s a strategy? On this episode, we dig into why that advice often backfires, eroding vendor trust, anchoring fees at unsustainable levels, and putting couples at risk on a day with no do‑overs. Crystal Dailey, Master Certified Wedding Planner and Certified Educator, joins Krisy Thomas to show a bette…
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From JP Morgan to £150M AUM: - Building a Referral-Only Financial Advice Practice
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38:27Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice practice with St. James’s Place. She prioritised trust, time control, and service over scale-at-all-costs. In this episode of the Financial Planner Life podcast, Karen shares how she grew to £150M AUM wi…
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Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor]
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27:15
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27:15In this episode of The Smarter Planner podcast, host Belle Osvath, CFP®, sits down with Jane Mepham, CFP®, founder of Elgon Financial Advisors, to discuss the unique challenges and opportunities of financial planning for immigrants and foreign nationals living in the United States. Jane, a former H-1B visa holder herself, brings a deeply personal a…
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312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients
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24:13بقلم Libby Greiwe
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Top 10 Fears People Have About the Future of Their Profession
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29:33
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29:33Feeling anxious about where your career's headed? You're definitely not alone. We surveyed over 8,000 high-income professionals and asked what's keeping them up at night about their profession in 2025. The answers were eye-opening — but also pretty relatable. We're covering the top 10 fears that come up again and again. If you're a doctor, dentist,…
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Breaking Patterns, Building Trust: Communication at Work
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48:57
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48:57بقلم Smart Meetings
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