Ranked #1
FAMILY BUDGET PLANNING - How to Save Money on Groceries
FAMILY BUDGET PLANNING - How to Save Money on Groceries
We were a family of 5 living off of ONE INCOME. Here's how we did family budget planning to cut our grocery budget in ha... Read more
27 Sep 2018
•
8mins
Ranked #2
HOW TO INVEST MONEY - Stock Market for Beginners
HOW TO INVEST MONEY - Stock Market for Beginners
When you’re thinking about your investing strategy, here are 3 different ways to invest your money in the stock market.-... Read more
17 Sep 2018
•
11mins
Ranked #3
Finding the Right Financial Designation For You
Finding the Right Financial Designation For You
Show Notes: Finding success in your personal financial planning career consists of a lot of things. For one, which desig... Read more
18 Dec 2019
•
12mins
Ranked #4
Unpacking the Financial Professional Career Path
Unpacking the Financial Professional Career Path
Show Notes: Have you ever thought of a financial services career? What is the career path of a financial professional? H... Read more
13 Jan 2020
•
10mins
Ranked #5
Career Change At 40 - 4 Tips for Future Financial Advisors
Career Change At 40 - 4 Tips for Future Financial Advisors
Show Notes: To all my career changers out there... what do you need to know in order to make it as a financial professio... Read more
30 Dec 2019
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11mins
Ranked #6
How to Get a Job in Finance with No Experience
How to Get a Job in Finance with No Experience
Show Notes:Do you want to know exactly how to find your next financial services job? Without guidance, it can be difficu... Read more
25 Nov 2019
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12mins
Ranked #7
Best Books for Financial Advisors
Best Books for Financial Advisors
Show Notes: I've often been asked what are the best books for financial advisors or what should I be reading as a new an... Read more
20 Nov 2019
•
20mins
Ranked #8
Financial Advisor Training Program - An Inside Perspective About Finding Your Place
Financial Advisor Training Program - An Inside Perspective About Finding Your Place
Show Notes:Many of you will come across a financial advisor training program (or two) as you are navigating this journey... Read more
10 Feb 2020
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19mins
Ranked #9
FINANCIAL LITERACY for Students - Why Is It So Important?
FINANCIAL LITERACY for Students - Why Is It So Important?
Financial literacy is only required in 17 out of 50 states. Today, I share why financial literacy is so important with f... Read more
2 Oct 2018
•
12mins
Ranked #10
Should I Get CFP or Master's Degree in Financial Planning
Should I Get CFP or Master's Degree in Financial Planning
Show Notes: I recently brought on my friend and colleague Preston D. Cherry to discuss "how to become a financial planne... Read more
11 Dec 2019
•
44mins
Ranked #11
What is HSA vs FSA? Flexible Spending Account or Health Savings Account EXPLAINED
What is HSA vs FSA? Flexible Spending Account or Health Savings Account EXPLAINED
Does your employer offer a flexible spending account (FSA) or health savings account (HSA)? In this episode, I break dow... Read more
6 Sep 2018
•
6mins
Ranked #12
TAX DEDUCTIONS - How to Pay Less Taxes
TAX DEDUCTIONS - How to Pay Less Taxes
Here are tips on how to lower your tax bill and other tax deductions so you can save money this year and beyond. If you ... Read more
29 Sep 2018
•
7mins
Ranked #13
How To Determine Your Risk Tolerance for Investing with Dr. Brad Klontz
How To Determine Your Risk Tolerance for Investing with Dr. Brad Klontz
Show Notes: It's not often you get to sit with an expert on how to determine your risk tolerance. Whether your an invest... Read more
4 Dec 2019
•
31mins
Ranked #14
Rants, Reactions, Live Streams and More | Highlights from the Past Month
Rants, Reactions, Live Streams and More | Highlights from the Past Month
In this episode, I cover the highlights and main takeaways from my YouTube channel videos uploaded in July on financial... Read more
3 Aug 2019
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33mins
Ranked #15
The Financial Professional's Dilemma--Selling vs. Helping
The Financial Professional's Dilemma--Selling vs. Helping
Show Notes: Some of my young advisor friends find themselves in the first 3-5 years of business asking the question... C... Read more
27 Nov 2019
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8mins
Ranked #16
Tips for Successful Investing Strategies
Tips for Successful Investing Strategies
Show Notes: It can be difficult to choose a framework or form a philosophy for investing your clients' hard-earned money... Read more
16 Dec 2019
•
11mins
Ranked #17
How To INVEST 401K in Stocks for Beginners
How To INVEST 401K in Stocks for Beginners
Here are a few tips on how to invest your 401k in stocks strategically.--- Send in a voice message: https://anchor.fm/do... Read more
12 Sep 2018
•
11mins
Ranked #18
How To Stop Procrastinating And Get Work Done Productivity Tips & Hacks
How To Stop Procrastinating And Get Work Done Productivity Tips & Hacks
Show Notes: Have you ever wished you had more time in a day? Understanding how to stop procrastinating and get work done... Read more
6 Jan 2020
•
13mins
Ranked #19
Podcast Digest for June 2019 | Highlights from the Past Month
Podcast Digest for June 2019 | Highlights from the Past Month
In this episode, I cover the highlights and main takeaways from my YouTube channel videos uploaded in June on financial ... Read more
2 Jul 2019
•
27mins
Ranked #20
Kicking Down Walls for the Next Generation Female Financial Advisor ft. Jacqueline Campbell
Kicking Down Walls for the Next Generation Female Financial Advisor ft. Jacqueline Campbell
Show Notes:When you want to talk about kicking down walls for the next generation of female financial advisors, there is... Read more
24 Feb 2020
•
25mins