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A podcast devoted to urban planning and the people who make it happen.
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Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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For engaged couples who are concerned about wedding planning and family expectations but want to have a stress-free, fun, and unforgettable wedding.
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Planning Xchange is an interview series of built environment professionals doing interesting work beyond the ordinary. Guests include town planners, architects, urban designers, landscape architects, academics, historians, CEO's (and much much more!). Featuring podcast hosts Jess Noonan and Peter Jewell.
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The podcast for finance professionals tasked with taking their businesses to new heights.
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Welcome to the American Planning Association Podcast. This is your source for discussions, interviews, and lectures on a multitude of planning topics.
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Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We’ll strive to make sure you have a clear view of all the issues that impact your decisions so that you’re prepared for your financial future.
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Showcasing the amazing global speakers at SWP, The Workforce Planning Institutes global strategic workforce planning conference program. SWP brings a truly global perspective to understanding our future workforce requirements.
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Welcome to Financial Planning Unlocked – bringing together our investment and financial planning experts to discuss the latest hot topics. If you’re looking for information about how to make the most of your money and manage your personal finances, our Financial Planning Unlocked series covers a wide range of topics from financial wellbeing to inheritance tax.
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Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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Welcome to the Planning & Beyond podcast with Ashley Quamme, where we highlight leaders transforming the financial services industry. Our guests empower advisors and clients alike with practical insights. We emphasize self-care for practitioners to enhance client service. Join us to deepen client relationships, improve communication, and grow personally. It’s all about planning... and beyond.
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
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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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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Your favorite podcast consulting company! Please ask us about our consulting services. @planplotpod @Kayleefedermann @kayla.eileen.photography Sincerely yours, Kaylee & Kayla
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Have We Got Planning News for You is a light-hearted review of the last two weeks developments by five barristers from across the Planning Bar: Paul Tucker KC, Mary Cook, Sasha White KC, Charles Banner KC and Christopher Young KC. We invite a special guest from the most influential ranks of the Planning World, and we host a special topic each week from Garden Cities to Planning Reform. The views expressed by our guests are their own and do not necessarily represent the views of the panellists.
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Plan ahead with Planning Unplugged, the podcast series from Womble Bond Dickinson. In each episode, join members of the firm's UK planning team as they discuss changes in the sector - from biodiversity net gain to application fees - and what it means for you.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Life’s too short to worry about wedding favors, obligation guests, and bridesmaid dramas. Listen to the Bridechilla Podcast, take control, and enjoy wedding planning!
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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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Embark on a journey with us around the world. The global travel planning podcast is filled with travel inspiration, itinerary ideas, real life adventures, practical tips and insights to fuel your wanderlust and help you make your travel dreams a reality.
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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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***Voted "Most Informative Podcast" in the Disney Podcast Awards*** A Disney World planning show covering topics that include touring plans, packing tips, travel with kids, Disney Dining Plan, which rides to ride, Disney resorts, magical touches to add to your trip + lots more. Visit WDWPrepSchool.com for even more tips.
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Booked on Planning is a podcast that goes deep into the planning books that have helped shape the world of community and regional planning. We dive into the books and interview the authors to glean the most out of the literature important for preparing for AICP certification and just expanding your knowledge base. We are all busy with our day to day lives which is why we condense the most important material into short 30 minute episodes for your commute, workout, or while you are cleaning u ...
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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If you want to build a house, where would you start?
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Join us On Deck as we cover Cruise News, Planning, Trip Reports, and More. We will sail from Royal to Disney to Norwegian. With Michelle McKnight of TouringPlans Travel and Doug McKnight of Rope Drop Radio.
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Maryland-National Capital Park and Planning Commission: Live and OnDemand Media Audio Podcast
Maryland-National Capital Park and Planning Commission
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College planning is stressful! We bring you the latest news on choosing a good fit college, presenting yourself effectively in college applications, writing effective college essays, building a successful high school resume, and navigating the college admission process successfully.
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Congratulations on your engagement! The Pre Nup is a wedding planning podcast to help you plan for your big day! Each week, we are joined by the top wedding professionals, celebrity brides, and more to discuss wedding inspiration, wedding planning mistakes, wedding tips, wedding advice, and wedding trends! Subscribe now or forever hold your peace!
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McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficia ...
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Future First, Softball Second: College Planning for Softball Athletes & Parents
Quincy Lewis-Buggs
Are you ready to own the college planning process as a softball family? Then you’re in the right place! I’m your host, Quincy Lewis-Buggs, and I’m a former DI, D2, and D3 college coach, D2 pitcher, and education/athletic administration major. Join me (along with some amazing guests) as we discuss college planning, finding your perfect fit, academics, and more! COMMUNITY: https://www.diamonddynamics.org/connect-with-us.html CONNECT: Quincy@diamonddynamics.org WORK WITH ME: https://www.diamond ...
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Welcome to conversations about Advance Care Planning. This is the podcast where we talk about Advance Care Planning, what it is, how to do it and why it matters. Conversations about Advance Care Planning has grown from my passion to support professional understanding and promote public awareness about planning ahead. If you are a team looking to provide better end of life care, or set up a one off or complete education programme in end of life care head to https://www.speakformelpa.co.uk whe ...
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Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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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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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Planning phase syndicate is a collective of X-Wing miniatures game players, sharing their experiences with the game. They will strive to bring you a variety of content from training and how to videos all the way to streamed games and hot meta-takes. The show’s focus Will be both to teaching new players as well as helping to hone those veterans skills. With fun, educational, and creative content, they will endeavor to add value to the listeners X-Wing experience. With some in-depth discussion ...
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Passionate about climate change mitigation, finding equitable solutions to the housing crisis, and more, Sam Ellman and Natalie Ikhrata dive into various topics related to the field of urban planning that are anything but boring! This podcast aims to break down complex urban planning concepts and present them in an accessible and engaging way for listeners of all backgrounds. Whether you are a seasoned urban planner or simply interested in learning more about how cities are designed and buil ...
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Gain expert knowledge, share hearty laughs, and discover the best tips to maximize your budget and wedding planning experience. I’m Michelle, your host and a fun-loving wedding planner with over 20 years of experience. I share invaluable insights and industry secrets to empower you on your path to 'I Do.' 🎉 We celebrate inclusivity here, making this podcast a perfect companion for EVERYONE planning their wedding. 👰🤵 🌎 🤝 🏳️🌈👭👬
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All your swag needs at...https://www.teepublic.com/stores/grim-grinning-guys-podcast?ref_id=8526 Email:grimgrinningguys@gmail.com Instagram & Facebook@grimgrinningguys X@grimgringuys
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We are two mom-entrepreneur-educator friends on a mission to empower moms and caregivers to avoid burnout by prioritizing themselves and their goals through actionable, accessible, science-backed content. We know how challenging it can be to focus on oneself when women are often expected to be the "shock absorbers" for any family crisis, and we want to help you live in a proactive-by-design way rather than a reactive-by-default one by harnessing the power of planning. Feeling burnt out? Get ...
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Planning & Land Development Regulation Board Meetings for the City of Palm Coast, FL
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What does a guardian ad litem do in a probate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
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#257 | Can't My Mom Just Take My Kids? "𝘔𝘰𝘮 𝘴𝘢𝘪𝘥 𝘴𝘩𝘦'𝘭𝘭 𝘵𝘢𝘬𝘦 𝘵𝘩𝘦 𝘬𝘪𝘥𝘴, 𝘴𝘰 𝘸𝘦'𝘳𝘦 𝘢𝘭𝘭 𝘴𝘦𝘵." Is that really all there is to it? If something happens to you, what's the guardianship process like? Will your mom get your kids, just because that was the understanding in your family? How do you make it legal? Will your wishes hold up in Court? 𝗣𝗮𝗿𝗲𝗻𝘁𝘀, 𝗹𝗶𝘀…
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Episode #72.2 09/19/2024 Part 2, topic ONLY: Creating an Emergency Preparedness Plan 🆘 for Your Family
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You never know when you'll face an emergency, but you can create a plan for how you'll react to it! Alegre discusses how to create an emergency preparedness plan 🆘 for your family with a special emphasis on earthquakes because that is her disaster experience. She'll talk you through her three-step process for preparing and an amazing new resource s…
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45: Why Coaches Aren't Communicating Well Right Now // COACHING SESSION
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LISTEN TO THIS IF YOU'RE AN ATHLETE WHO'S STRUGGLING WITH THE LACK OF COMMUNICATION FROM COACHES YOU HAVE A RELATIONSHIP WITH In today's episode we cover a timeline of the fall semester for coaches, a possible day schedule for coaches, and all the reasons they aren't in "recruiting mode" right now! SUBMIT YOUR OWN QUESTION Connect with us: Our c…
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Strategic Planning with Catriona Riddell, Director of Catriona Riddell & Associates (S14 E1)
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Our returning Special Guest this week is Catriona Riddell FRPTI, Director of Catriona Riddell & Associates Ltd. Decision of the High Court dated 13th September 2024 in Friends of the Earth and South Lakeland Action on Climate Change v Secretary of State et al [2024] EWHC 2349 (Admin), a successful challenge to the grant of permission for an undergr…
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2024 Election and Taxes
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Let’s face it…No one wants to talk politics these days, but facts are facts. We are approaching a presidential election, so politics need to be top of mind. This week we look at the current tax proposal of each candidate. No matter what your political views are, be sure that you get out and vote on election day.…
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Ep #107: Skeptic to Advocate: Robin Powell's Journey into Evidence-Based Investing
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Worried about making financial mistakes with your retirement portfolio? Robin Powell, founder of The Evidence-Based Investor, joins Joe Curry, retirement advisor, to explore the transformative power of evidence-based investing. Robin shares his journey from journalism to becoming an advocate for passive investing, highlighting key moments such as m…
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Retirees In Their 70s Regret These 5 Things
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A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire. Show Links …
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#117 – Retirement planning chat with a "real" person, Alison
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a …
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Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 2
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Welcome to the second installment of our two-part series on asset protection trusts. In our previous episode, we explored advanced concepts related to the types of trusts established during a person's lifetime. Now we will focus on the options available for setting up trusts after death. There are many important factors to consider, and we want you…
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#560: Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence
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On this episode of the Dentist Money Show, Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to help lead your team with confidence. Morgan and Ryan also dive into the financial side of running a dental practice, exploring the importance of maintaining clear boundaries betw…
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Gap Years & Bucket Lists: Turning Dreams into Adventures with Josie Kelsh
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In episode 28 of the Global Travel Planning Podcast, Tracy welcomes travel enthusiast, writer, and blogger Josie Kelsh of Josie Wanders. If you've ever dreamed of taking an adult gap year or creating a bucket list that turns dreams into reality, this conversation is for you. Josie shares the inspiring story of how she and her husband turned their g…
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The Big Wedding Question: First Look or Aisle Reveal? - #114
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Is a First Look worth breaking tradition? This podcast is for engaged couples who are stressed out with wedding planning and family expectations but want a fun wedding day. Wondering if you should go for a First Look or stick with the aisle reveal? Which creates the perfect moment on your big day? Get expert tips on navigating this important weddin…
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Matt’s attempt to ride every ride at WDW in one day - PREP 427
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Matt, his wife, and their 4-year-old daughter are frequent visitors to Walt Disney World. For their September trip, Matt attempted the Every Ride Challenge. That consists of riding all 50 operating rides at the time of the challenge while raising money for Give Kids the World. He shares his insights on Mickey’s Not So Scary Halloween Party, crowds,…
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Bridesmaids Movie Review: What Every Maid of Honor Needs to Know
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Big Vic is back, and you know what that means—it’s time to recap and review one of our favorite wedding movies. This week, we’re diving into the 2011 hit Bridesmaids, which has become a modern comedy classic. Big Vic and I break down all the wedding-related themes, from awkward bridal party dynamics to budget woes and everything in between. We chat…
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RDOD 81: Deep Questions with Wes The DCL Dude and Joe of Back To The Mouse Part 2
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Welcome aboard! This week we replace Michelle with Joe of Back to the mouse and we invite on Wes from the DCL Dude Podcast. We take turns asking each other some deep questions. Word of the Day - None Cruise News - By Back To The Mouse.com No Camo an FYI Check out Back To the Mouse .com Find us on Social Media More of Michelle More of Doug The Origi…
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Curio Cavern 1K Breakdown / Padme’ and Dooku Make a Splash
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This week Curio Cavern released their list for their 24 player 1K in VA. We talk about a few of the lists and discuss what is happening with the meta. Then we are onto spoilers for the week with two new leaders we are very excited about. Join us on https://www.twitch.tv/planningphasesyndicate live every Sunday night at 9 pm est to talk about Star W…
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Guardrails for Irish Retirees #308
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In this week's podcast I talk about Guardrails for Irish retirees. One of the big questions I hear from clients heading into their 'next chapter' (blissful retirement!) is: how much can I actually spend each year without running out of money? It’s a great question – and one that deserves a well-thought-out answer. As financial advisors, it’s part o…
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416- Wedding Publishing Pro-Tips with Meghan Ely of OFD Consulting
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If it’s your dream to have your wedding published, this is the episode for you! Meghan Ely, owner of OFD Consulting, is here to lead us through the fascinating world of wedding submissions. As a specialist in working with wedding vendors, she shares her insights on how couples can get their weddings featured in publications. Follow Meghan on Instag…
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Securities Lending: Is it For You?
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Securities lending lets you lend your stocks or bonds to someone else and earn interest in return. It’s legit and has been around for a long time, with the borrower often using your securities to "short sell." You could make some nice passive income, like $800 a month, without doing much. Plus, you still own your stocks and can sell them whenever y…
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#101 Ageing Without Children and Advance Care Planning with Penny Shepherd
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In this episode it is my pleasure to talk with Penny Shepherd. Penny is the coordinator and co-founder of Ageing Without Children East Kent (AWOC East Kent), a group run by and for people who are ageing without the support of adult children, either because they never had children or for other reasons. We explore the Advance Care Planning challenges…
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Charitable Planning, Part 1: Outright Gifts and Gift Agreements
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Clients often ask about ways to incorporate charitable giving into their planning, during life and upon death. Charitable giving can be an important part of the client’s legacy and can have tax advantages as well. There are a number of strategies, but the simplest option is as an outright gift. But outright gifts might be simple to a fault — once t…
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Everyone can discover planning ft. Willy Sinclair
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New episode!! And a new voice! This episode our hosts welcome their first ever guest and a recent planner himself, Willy Sinclair. Willy Sinclair chimes in about how he is a NEW planner and dare we say fan of Google calendar?! FOLLOW US FOR YOUR ENTERTAINMENT: @planplotpod @Kayleefedermann @kayla.eileen.photography Sincerely, Kaylee and Kayla Plann…
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7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett
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In this episode of Planning and Beyond, we sit down with Dan Haylett, a trailblazer in the world of retirement planning. Together we explore the emotional difficulties of modern day retirement and how advisors can support their clients in being what Dan calls a "retirement rebel.” Dan shares his innovative approaches to helping first-generation ret…
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Estate Planning for Privacy: Strategies to Protect Your Family's Confidentiality
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Is privacy a concern for you in estate planning? In this episode, we dive into essential strategies to protect both your family's confidentiality and your estate. Tune in to learn how proactive planning can shield your family from the public eye and avoid complications down the road. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cinci…
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HPH360: Why MVHR maintenance and servicing is important – with Richard Hollas
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Richard Hollas from 21 Degrees explains why regular MVHR maintenance and servicing is essential, what it entails, and we accompany him step-by-step as he services a unit. Check out the show notes for more information.Ben Adam-Smith
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Episode 54 - Phillipa Beltran & Sadhana Bhide - Pearson
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In episode 54 of the SWP Podcast, we welcome Phillipa Beltran and Sadhana Bhide from Pearson to dive into how advanced technologies like AI, data analytics, and automation are transforming strategic workforce planning. We discuss how predictive modeling helps organisations anticipate future workforce needs, identify skills gaps, and optimise talent…
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PlanningxChange 121: Calvin Po - new ways of thinking and doing
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In PX121 our guest is Calvin Po (https://www.calvinpo.com). Calvin Po is a strategic designer at Dark Matter Labs, co-leading the Radicle Civics portfolio, where he explores institutional and governance systems as sites of design. He has led projects with the Scottish Government’s Land Commission on land governance reform, the Taiwanese Government …
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Climate Resilience for an Aging Nation
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Discover how cities can become more resilient to climate change by focusing on the needs of older adults. Join us as we sit down with Danielle Arigoni, the author behind "Climate Resilience for an Aging Nation." Danielle sheds light on the often-overlooked challenges that older populations face during climate-fueled disasters. From gaps in housing …
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The Burlington Model: How Planning-Led Reforms Transformed the City's Housing Market
58:48
58:48
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58:48
In this episode of the APA Podcast, Jason Jordan, APA's Principal of Public Affairs, chats with Burlington, Vermont's former mayor, Miro Weinberger, and former planning director, Meagan Tuttle, AICP. In this discussion, they share how they worked together to provide the political leadership and the critical insights needed for Burlington to enact o…
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Proactive Risk Management & Building Your Team of Advisors
55:40
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55:40
Have you surrounded yourself with the right business advisors to help you correctly navigate the ups and downs? In this episode of Planning Reimagine, Celeste welcomes Susan Bryant, CEO and founder of Unboxed Advisors, who brings over 20 years of experience in CPA, tax planning, and investment advising. They dive deep into a critical yet often over…
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Navigating Early Careers: Insights from APA
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50:50
In this episode of Urban Planning is Not Boring, Sam and Nat are joined by three representatives from various APA California chapters who share their experiences as young and emerging planners and discuss opportunities at the upcoming APA California Conference: Tony Lopez, APA Inland Empire Kyle Wilson, APA Orange County Brittany Montano, APA Los A…
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Why 30-Somethings Need a Will (and Other Things, Too)
13:42
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13:42
Klenk Law
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Tax-Free Treasure with Annual Exclusion Gifts
21:11
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In this episode we explore the powerful yet often overlooked strategy of the Annual Exclusion Gift. Whether you're looking to give meaningful financial gifts to your loved ones without triggering taxes or seeking ways to reduce your taxable estate, understanding the Annual Exclusion Gift is crucial. We break down what this tax-free giving opportuni…
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Can You Put Your Home in a Trust with a Mortgage? #EstatePlanning #Mortgage #HomeTrust #Alabama
1:36
Can You Put Your Home in a Trust with a Mortgage? #EstatePlanning #Mortgage #HomeTrust #Alabama
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Preserving Family Memories Through Photos with Philip Griffith
19:53
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Send us a text 📸 In this episode of the Steadfast Care Planning podcast, Philip Griffith joins to discuss preserving family memories through photo management. Philip shares his personal caregiving experience with his mother-in-law and how that motivated him to help families capture and preserve their stories through photos. 🤳 The conversation explo…
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Ep. 261: DVC Talk with Listener Todd
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31:57
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Welcome back! Listener Todd is back with us. This time to discuss being a DVC member. We thank Todd for joining us these last two weeks. Just let us know if you would like to be on the show. Have a great week.Grim Grinning Guys
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A mortgage and protection masterclass - the benefits of using specialist brokers
18:34
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In this podcast, Simon Maydon, financial planning director at Rathbones, meets Stephen Bourke and Jamie Roberts from Henry Dannell who are specialists in delivering bespoke protection and mortgage solutions to private clients. They talk about the complexities of financial protection and thus the benefits of using a specialist broker. They then move…
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Ep 38: Strategic Relationship Building in FP&A
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42:02
In this episode of Planning Aces, Jack Sweeney and Brett Knowles discuss the evolving role of FP&A professionals, emphasizing the importance of relationship-building and strategic collaboration within organizations. As summer ends and fall approaches, Brett predicts a surge in business activity, particularly as companies rush to meet year-end objec…
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Planning Under A Labour Government
29:41
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As a new government under Sir Keir Starmer settles into office, what will the planning landscape look like going forward? Join WBD partners Lorrae Hendry, Sarah White, and managing associate James Clark as they discuss the new government's changes to planning – from how the push for affordable housing will impact communities, to what exactly is a '…
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#410 Multicultural Etiquette & Female Empowerment
1:13:28
1:13:28
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Are you planning a wedding that blends cultures or strives for inclusivity? In this episode, we dive into the colorful world of multicultural weddings and female empowerment in wedding planning with international etiquette expert, Jamila Mousaiva. Jamila brings her unique perspective on blending traditions and modern etiquette to help you navigate …
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Send us a text In this episode of College Planning Simplified, Arielle covers five key tips for parents during the college application process, from filling out parent education information to preparing for the FAFSA. Learn how to provide the right support and stay organized as deadlines approach. Create an FSA ID: https://studentaid.gov/sites/defa…
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