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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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Informed Decisions Independent Financial Planning & Money Podcast

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

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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Financial Planning and Investing

Top Shelf Talks

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Top Shelf Talks is a place we bring Real Experts, Relevant Trends, and Real Opinions Information. Financial Planning Market Updates Current Events History Sports and other things going on. Check us out weekly, new Episodes Drop Every Wednesday at 12:30pm ET.
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Whether it's conversations with other business owners or a deep dive into specific financial planning topics, you can count on the Preece Financial Planning Podcast to provide an insightful and entertaining look into the world of personal finance and entrepreneurship. Austin Preece, CFP®, EA owns Wealth Planning Advisors LLC, a Registered Investment Advisor and Preece Accounting Services LLC. Podcast is for educational purposes only and should not be construed as investment or tax advice.
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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Dollars&Sense Nelson Financial Planning

Joel Garris of Nelson Financial Planning

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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
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Learn all about investing in real estate in Westminster, Colorado with a combination of real estate financial planning and modeling with numbers specific to Westminster plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Westminster).
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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Learn all about investing in real estate in Jacksonville, Florida with a combination of real estate financial planning and modeling with numbers specific to Jacksonville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Jacksonville).
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Learn all about investing in real estate in Louisville, Kentucky with a combination of real estate financial planning and modeling with numbers specific to Louisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Louisville).
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Learn all about investing in real estate in Naperville, Illinois with a combination of real estate financial planning and modeling with numbers specific to Naperville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Naperville).
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Learn all about investing in real estate in Independence, Missouri with a combination of real estate financial planning and modeling with numbers specific to Independence plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Independence).
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Learn all about investing in real estate in Minneapolis, Minnesota with a combination of real estate financial planning and modeling with numbers specific to Minneapolis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Minneapolis).
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Learn all about investing in real estate in Chesapeake, Virginia with a combination of real estate financial planning and modeling with numbers specific to Chesapeake plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chesapeake).
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Learn all about investing in real estate in Clarksville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Clarksville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Clarksville).
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Learn all about investing in real estate in Centennial, Colorado with a combination of real estate financial planning and modeling with numbers specific to Centennial plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Centennial).
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Learn all about investing in real estate in Tallahassee, Florida with a combination of real estate financial planning and modeling with numbers specific to Tallahassee plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tallahassee).
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Learn all about investing in real estate in Worcester, Massachusetts with a combination of real estate financial planning and modeling with numbers specific to Worcester plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Worcester).
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show series
 
On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities of retirement spending for dentists, highlighting how habits often continue or increase during retirement. They talk about the psychological aspects, the gradual nature of retirement, and the importance of purpose beyond financial independence. Tune in for practical t…
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Today, I’m joined by Kevin Reardon and Deb Meyer to discuss how emotions, societal pressures, and behaviors shape our financial decision-making, especially as Catholics. We explore how fear, greed, and herd mentality can lead to poor financial choices and stress the importance of discipline, diversification, and aligning our actions with core value…
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In this week's podcast I talk to Dr. Jordan Grumet, about the topics he covers in his new book The Purpose Code. Bringing together the topics of longevity, health, purpose and money. The Purpose Code hopes to help you what purpose really is and the role it plays in our lives. Jordan’s podcast – Earn & Invest Jordan Grumet.com Disclaimer…
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In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including:Cliff's humorous take on morning routines and why correlation doesn't equal causation when it comes to success habitsThe "Less Efficient Market Hypothesis" and why Clif…
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In this episode of Dollars & Sense, Joel dives into the recent uptick in market volatility as 2025 kicks off. 📈 How does this tie into the latest economic data? And what might the Federal Reserve do next? 🤔 Joel breaks it all down and shares valuable insights. But that's not all! For those thinking about or already in retirement, Joel offers expert…
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Ellie Thompson, a renowned jewelry designer and business owner, shares her journey from working as a teenage shop girl to founding her jewelry shop, Ellie Thompson & Co. Ellie discusses the importance of balancing creativity and entrepreneurship, and how designing jewelry with personal meaning aligns with her purpose. Key Takeaways: (01:31) Ellie’s…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih delve into the complexities of the bond market and what its current dynamics mean in the broader economic context. They explore the implications of the TikTok ban being upheld by the Supreme Court, and the …
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Learn the secrets to real estate investor bookkeeping and accounting in Metairie. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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In this week's episode: We look at GM: Revenue in 2024 strong GM Financial revenue is increasing What is GM doing in EV market? Is the price point right for you? Would you invest in a GM product? We would also like to hear from you on future casts and tips you like for us to talk about in 2025. Please just email us at topshelftalks@yahoo.com. #Podc…
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​​Discover why it’s not just okay—but essential—to spend your money with intention! In this episode, Certified Financial Planner Mike Morton shares how to break free from the save-every-penny mindset and embrace spending as a tool for joy, connection, and meaningful investment. From saving for special occasions to creating lifelong family memories …
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For more information and show notes visit: https://bwmplanning.com/post/94 This week, Justin and Jared are back with another Lightning Pod - here’s what you can expect in this episode: Oil Super Majors Performance in 2024: We dive into the lagging share prices of major oil companies and discuss what this means for investors. With ExxonMobil being t…
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Learn the secrets to real estate investor bookkeeping and accounting in Nashville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Seattle. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Louisville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Abilene. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Worcester. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Evansville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Glendale. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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Learn the secrets to real estate investor bookkeeping and accounting in Tallahassee. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wha…
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Learn the secrets to real estate investor bookkeeping and accounting in Clarksville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wha…
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Learn the secrets to real estate investor bookkeeping and accounting in Independence. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wh…
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Learn the secrets to real estate investor bookkeeping and accounting in Milwaukee. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Lewisville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Boise. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is t…
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Learn the secrets to real estate investor bookkeeping and accounting in Chesapeake. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Montgomery. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Dallas. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is …
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Learn the secrets to real estate investor bookkeeping and accounting in Westminster. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wha…
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Learn the secrets to real estate investor bookkeeping and accounting in Chicago. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Centennial. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Minneapolis. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wha…
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Learn the secrets to real estate investor bookkeeping and accounting in Bellevue. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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Learn the secrets to real estate investor bookkeeping and accounting in Billings. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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Learn the secrets to real estate investor bookkeeping and accounting in Naperville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Cheyenne. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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Learn the secrets to real estate investor bookkeeping and accounting in Huntsville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Jacksonville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wh…
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Learn the secrets to real estate investor bookkeeping and accounting in Sparks. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is …
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Learn the secrets to real estate investor bookkeeping and accounting in Eugene. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is …
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Learn the secrets to real estate investor bookkeeping and accounting in Anchorage. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Memphis. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Roanoke. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Riverside. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Knoxville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Vancouver. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Irvine. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is …
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Learn the secrets to real estate investor bookkeeping and accounting in Mobile. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is …
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Learn the secrets to real estate investor bookkeeping and accounting in Lafayette. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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