Planner Pals, Mark and Jess, cover various topics about Planning, Bullet Journaling, Stationery, Productivity Methods, and more.
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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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2 guys, halfway around the world from each other, talk about stationery with the occasional guest
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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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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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Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
Jack Forehand, Justin Carbonneau and Matt Zeigler
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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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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Personal Finance Expert and author Pete the Planner (aka Peter Dunn) welcomes one person per episode on a quest to make them a millionaire. He digs deep into their financial life, fixes problems, and lays-out a detailed plan on how to accomplish their goals. Each guest is given their Million Dollar Day. The former comedian makes a seemingly boring topic, interesting. The podcast is filled with surprises, laughs, and practical money advice for real people.
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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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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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CWP Society is proud to produce the "Wedding Planner Pro Files: Industry Expert Insights" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
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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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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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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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Live from room five, The Business from Lovewell Blake Chartered Accountants and Financial Planners
Lovewell Blake
Have you ever wondered what it is like to work for a firm of Chartered Accountants and Financial Planners, or perhaps you are looking at taking that career path. Our careers series of podcast looks at exactly that as we hear from those that work at Lovewell Blake and their journey's on how they joined the firm to how they have trained, qualified and been promoted! We have also created podcasts about digital accountancy platforms, networking and more. There is something new coming all the tim ...
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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 into the qualitative side of money. Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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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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From GenZ Digital Dreamers to Millennial Masters and Boomer Bosses, we all have something to learn and teach each other. Smart Meetings editors Eming Piansay and Sara Robertson lead critical conversations to facilitate elevating experiences. From engagement to entrepreneurship and empathy, this series is dedicated to the continuing education of event professionals looking to get a leg up on the latest trends, along with two hospitality writers on the journey themselves. Join Community Experi ...
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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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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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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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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 Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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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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Exploring the world of Financial Planning. Accelerating your career.
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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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The Planners on Purpose Podcast is created for dedicated and passionate event planners facing burnout yet seeking to elevate their event leadership skills within the dynamic meeting and event industry. Join Naomi for a transformative exploration, she will be your guide to rediscovering your passion and purpose. Learn to navigate the challenges of event planning with renewed focus, reclaim lost time, and align with your personal goals. If you're yearning to reduce stress, enhance your well-be ...
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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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So, you want to learn how to become a wedding planner? Breathe a sigh of relief. You’re in the right place. A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally fulfilled. Whether you’re in the process of planning a wedding for a friend or family member and are terrified you’ll mess it up—or you’re sick of spending countless hours on the internet stitching together a strategy for your next steps—trust me when I say ...
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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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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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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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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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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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Esto es #Urbanismoparamushpas Un podcast de ciudades, sus problemas y soluciones. Music original por: @juandiegoillescas Arte por Mohammed Abdelkareem @mohammedabdelkareem
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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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In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
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Welcome to the Agile Financial Planner, the podcast where seasoned retirement planner Roger Whitney discusses the latest trends, best practices, and strategies to help you improve your planning and practice management skills. In each episode, Roger explores a wide range of topics, including coaching the non-financial side of retirement (purpose, relationships, health, and mindset) as well as the technical side of things. He also shares real-life case studies, interviews with industry experts ...
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The wedding planning process can be long, but I want to help make sure it is FUN! Join me for my weekly podcast every Wednesday at 12pm PST for wedding planning tips, tricks, and just generally good vibes. Hear from guest wedding professionals for the inside scoop on what to look for when hiring vendors. Learn about budgeting, what steps to take during planning, and so much more! I want to help make your vision come to life. Let’s make a magical day for you to remember! www.theweddingplanner ...
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Ep #214: Engineer to Certified Financial Planner with Justin Rice
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Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills…
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Homeownership Then vs. Now: Should You Just Rent Instead?
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The age-old question of renting versus buying takes center stage in this episode as we explore whether the American dream of homeownership lives up to the hype. Jake Courtney, CFP®, CSLP®, a financial planner with the SLP Wealth dental team, joins us for a lively debate as we dig into the financial and lifestyle factors that go into this decision, …
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Can you imagine planning a $100,000 wedding without the right skills or support? Join me, Laurie Hartwell, as I share invaluable lessons planners learned (sometimes the hard way) about the importance of proper training and certification in navigating the challenges of wedding planning. This episode sheds light on why planners should not just "get e…
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Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela
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In this inspiring episode of the Financial Planner Life Podcast, host Sam Oakes sits down with Chartered Financial Planner Rohit Rohela, affectionately known as The Tax Terminator and Architect of Financial Freedom. Rohit shares the incredible journey of building his financial planning business, Finsbridge, and the pivotal role that niching down ha…
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From Surrender to Sale: The Game-Changing Approach to Life Insurance - Scott Sanders [Founder]
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In this episode, host Belle Osvath, CFP®, interviews Scott Sanders, founder of 1908 Advisors, a firm specializing in life insurance settlements. Scott explains how his company simplifies the process of selling cash-value life insurance policies that are no longer needed or wanted. He outlines three primary options for such policies: lapsing, surren…
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Ep. 571: Why we told an emailer it's time to breakup with his financial advisor
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On this week's episode, Kristen, Dame, and Pete debate whether or not an emailer should breakup with their advisor. We talk fees, communication, and underperformance.Pete the Planner
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Practical Lessons from Cliff Asness
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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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How to Keep Up With Your 2025 Planner System 📙
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How do we stay consistent with our planners? Let's look at some tips! 📙 We want to hear from you! Send us an email at plannerpalspodcast@gmail.com Send us a message at https://instagram.com/plannerpalspodcast 📙 Want to find us elsewhere? Jess: https://youtube.com/JashiiCorrin Mark: https://www.youtube.com/@markyourpages…
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Sending Off 2024 With A Creative Cleanup
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Colleen tackles an end of year creative clean up project to launch into 2025 in full force, a project Jamie is dreading after the holidays.Planner Girl Chatter
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Why Taylor Outsources Paraplanning with Hannah Wynick
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In this episode we have Founder and Managing Director of Core Financial Paraplanning Limited, Hannah Wynick. We discuss, the huge benefits of outsourced Paraplanning, Taylor's personal experience building it into his offering and the place of Paraplanning in the industry. Join our community: www.nextgenplanners.co.uk…
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Building Bridges Through Meaningful Dialogue with Jess Pettitt
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Send us a text How can leaders lean into having meaningful conversations? In the latest discussion of What One Thing?, Smart Meetings' JT Long, vice president and content director, chats with Jess Pettitt, a keynote speaker, author and expert on navigating challenging conversations to improve workflow. Pettitt offers some helpful tips to give plann…
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245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme
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Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings? In today’s episode, marriage counselor turned behavioral therapist Ashley Qu…
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What Will the GOP Do First on Student Loans?
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With a new Trump administration taking office, the next 100 days could shape the future of student loans in America. We’re breaking down what we’re watching and what these potential changes could mean for borrowers. Key moments: (01:06) The GOP’s budget reconciliation bill and how it could impact borrowers nationwide (03:46) A closer look at the pr…
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Have you got policies and guidelines in place to enable consistency within your business. Your staff should all have access to the same processes for their benefit as well as the employees. #HRPolicies #HR #HumanResources #HRSystems #EmployeeHandbook #LB1858
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Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil
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Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, buildin…
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OhioHealth has developed a research-backed digital engagement strategy by studying consumer health behaviors and motivations to better understand patient needs and preferences. Attendees of this session will learn about patient expectations in healthcare brand relationships and receive real-world marketing strategies, along with a free copy of the …
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Pay Off, Refinance, or Wait It Out? Planning for Post-SAVE Drama
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What’s next for student loan borrowers in a world of shifting repayment plans and interest rates? Financial planner Sim Terwilliger, CFP®, CSLP®, joins us to break down the potential repeal of the SAVE plan and how it could reshape repayment strategies. We explore why PAYE or IBR might take center stage, when refinancing could make sense, and why i…
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A Wild Start to 2025
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This week, Meg and Myra discuss new year updates, Go Wild Announcements, Beyonce Bowl, The Traitors season 3, Goodbye TikTok?, Meta changes, and 2025 goals! Thank you to our sponsor Plum Paper ! Save 10% off your Plum Paper order: https://www.plumpaper.com/affiliate/plannersandwine Want to check out the Patreon FOR FREE?! JOIN HERE to check out e…
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Hands-On Play as Community Engagement
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The Better Planners Podcast is back for 2025! In this episode, Shelley and Mary interview James Rojas and John Kamp to talk about their new book, Dream Play Build: Hands On Community Engagement for Enduring Places and Spaces. They talk extensively on their process with using hands-on community engagement methods to create an equal playing field for…
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244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2
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What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business? In this week’s episode of The Efficient Advisor, I’m sharing the results of my CEO Day Retreat—a two-day intensive that reshaped how I’ll approach 2025. For financial advisors, it’s easy to get stuck in the grind of daily operation…
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Ep. 570: 2025 stock pics of the year
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On this week's episode, Kristen, Dame and Pete pick their stocks for 2025. As always, the stock picks are for entertainment purposes only.Pete the Planner
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Top 10 Tips to Make 2025 Your Wealthiest Year Yet
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If you’ve been wondering how to level up your finances in 2025, we’ve got you covered. Discover our top 10 strategies to help grow your wealth, including smart investment moves, must-know insurance tips, and how to recession-proof your finances without losing sleep. But it’s not just about numbers. We’ll talk about how mental health and money inter…
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Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters
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In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of Avail Financial Planning a partner practice of St. James’s Place Wealth Management based in Woburn near Milton Keynes. Charlotte shares her inspiring journey from mortgage advising to running her succ…
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Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha
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In this episode of "Two Quants and a Financial Planner," we break down some of Warren Buffett's most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We start by discussing whether Buffett truly deserves the "GOAT" (Greatest of All Time) title in investing, drawing some interesting parallel…
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EP 60. At Least We Recorded On Time
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This week, we talk about why things got delayed, Yvgenii finally talked about audio gear, and the guys talk about photography and pen shop options in Germany. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a site wide coupon. Thank you to …
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1099 by Day, W2 by Law: When Your Boss and the State Disagree
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What’s the real difference between being a 1099 contractor and a W2 employee? And who actually decides which one you are — your employer or state law? Financial planner Kathleen Boyd, CFP®, CSLP®, CBDA, joins us to unpack the distinctions between these classifications and what they mean for your career, finances, and legal obligations. You’ll learn…
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Ep #212: Passing the CFP Exam with Brett Danko
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Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning tips…
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Burnout Busters with The Hosts
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In the first podcast of 2025 the hosts tackle the topic of burnout and attempt to help you avoid it this year. They discuss; what is burnout, how burnout can happen, and tips for avoiding it. Join our community: www.nextgenplanners.co.uk
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Healthcare marketers face the challenge of separating myth from reality when it comes to implementing scalable personalization strategies, as consumer expectations now demand more tailored approaches. AdventHealth aims to showcase a viable solution for overcoming these challenges, providing clarity amid the confusion surrounding personalization in …
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Training Tomorrow’s Planners: The Role of AI and Emerging Tech Trends
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Let us know what you think! What do you want to hear about? Evolving technology, Super Agents and AI-produced podcasts- oh my! What does it all mean for meeting planners? In this latest discussion of Smart Start Radio, Smart Meetings editors Sara Robertson and Eming Piansay chat with Dr. Richie Karaburun, clinical associate professor and director o…
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Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo
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In this episode of the Financial Planner Life Podcast, we’re joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarkable story of pivoting into the profession at 50 and making waves in her first year. 💬 "Starting at 50 might seem late to some, but for me, it was the perfect time. My life experience became my greatest …
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Smarter Planner Symposium 2025 *Discount Code Available*
20:08
20:08
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In this episode of the Smarter Planner podcast, host Belle Osvath, CFP® speaks with Kelly McNerney, CFP®, and Kristin Beane, about the upcoming Smarter Planner Symposium, which will be held on January 24th, 2025 at the Archer Hotel in Tysons Corner, Virginia. The event promises a full day of learning, networking, and collaboration designed for fina…
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Episode 15 - Ashley Paton, Founder & Original Plannerama Host
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35:39
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Today's guest is none other than the creator, founder, and original host of Plannerama herself: Ashley Paton. We’re talking podcasts, planning, the Prairies, and pretty much everything in between.
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243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1
36:48
36:48
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36:48
Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead. Libby…
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The New Student Loan Order + Investment Mistake I Made
16:30
16:30
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We’ll look ahead at major changes in student loan repayments under the new Trump administration, with potential IDR recertification deadlines and implications of the 8th Circuit's decisions. Plus, I’ll share a personal story about an investment mistake that cost me thousands and tips so that it doesn’t happen to you. Key moments: (01:28) Student lo…
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Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
1:02:41
1:02:41
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In this episode of "Two Quants and a Financial Planner," we explore key insights from our previous conversations with Larry Swedroe, one of investing's most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including:Why all investment decisions should be grounded in evidence rather than narratives or spec…
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HR Advisers Claire Moore and Kelly Hanley have sat down to discuss the importance of having the right HR Contract in place for the employer, the employee and the business as a whole. Though contacts may differ in size and terminology depending on the sector and type of business, it is vital that both the employee and the employer have a clear under…
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Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley
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28:48
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Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career chall…
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Disruptors like Amazon and Dollar General are challenging traditional healthcare with convenience and affordability, prompting UPMC and NRC Health to explore the role of brand positioning in patient satisfaction and recognition. UPMC will share data on rural market challenges and patient care preferences, addressing broader trends like consumerism,…
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Buying a Home Without Credit and Avoiding Tax-Time Trouble
43:53
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43:53
Is it possible to buy a home without a credit score? We’re joined by special guest Steve Stewart, podcast editor, who shares how he moved his family to Colorado and secured a mortgage without a traditional credit score. Steve, who hasn’t opened a credit account since 2008, reveals tools and strategies for documenting payment history, navigating hom…
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Planner Pals Wrapped 📙
38:36
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Spotify has a Wrapped, so why can't the podcast? 😛 Join us to review the year that was a look ahead to the possibilities in 2025 🥳 📙 We want to hear from you! Send us an email at plannerpalspodcast@gmail.com Send us a message at https://instagram.com/plannerpalspodcast 📙 Want to find us elsewhere? Jess: https://youtube.com/JashiiCorrin Mark: https:…
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The PAYE Mess + Are U.S. Stocks About to be Dethroned?
21:05
21:05
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21:05
Student loan repayment plans are in chaos. From the PAYE and ICR confusion to the ongoing servicer challenges, borrowers face an overwhelming mess. We break down what’s happening, what changes might be coming, and how to stay ahead in an unpredictable system. On the investing side, we’re tackling the dominance of U.S. stocks since 2008, asking whet…
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The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
1:00:32
1:00:32
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We're back with our annual predictions episode, where we look back at our (surprisingly not terrible) 2024 market calls and make fresh predictions for 2025 (which will likely be very wrong). In this episode, we're embracing the humbling experience of market forecasting to prove to everyone (and ourselves) why market forecasting is a waste of time.Y…
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Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh
25:45
25:45
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Kirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you! Listen in as Kirsten s…
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Healthcare marketers face the challenge of separating myth from reality when it comes to implementing scalable personalization strategies, as consumer expectations now demand more tailored approaches. AdventHealth aims to showcase a viable solution for overcoming these challenges, providing clarity amid the confusion surrounding personalization in …
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Parent PLUS Loophole Closing and Retirement Income Math
51:20
51:20
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The clock is ticking on the double consolidation loophole for Parent PLUS Loans, which closes in July 2025. Learn what this change means, why borrowers must act quickly, and how to make the most of the remaining time. We’ll tackle the big questions: Should you file taxes jointly or separately? How do Medicare penalties and student loan repayments o…
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2024 Wrapped ! Pt. 2
1:50:38
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This week, Meg and Myra discuss all the happenings in pop culture and planner world from July to December 2024! This episode was recorded on Dec 8, 2024. We are aware a GW announcement was made. We definitely have thoughts and will share in Season 6 which will return January 16 (January 15 for Patreon members)! Happy Holidays! Want to check out the…
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If you have ideas for future episodes, please send them to steve at philofaxy dot comShow Notes (timings approximate)00:30 - Introductions.02:00 - Future plans.03:00 - What happened to us. 06:00 - What we are planning in these days. 14:00 - Notebooks.16:00 - Experience the joy of handcrafted planning (video, link below).19:00 - Styles of planning.2…
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