Latest Advisory Podcast Episodes

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Ready to Retire? Follow These Essential Steps for a Smooth Transition

Financially Fit Radio - April 28, 2024 05:00 ★★★★★ - 2 ratings
In this episode, we'll guide you through the essential steps for a smooth transition into retirement. We'll cover everything from calculating your retirement needs to making the most of your social security benefits, helping you face your golden years with financial confidence. Don't miss out on ...

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Saving for Retirement in Three Age Brackets

Financially Speaking - April 28, 2024 05:00 ★ - 1 rating
In this episode, we’ll consider tips for saving for retirement in three age brackets: ages 25–34, ages 35–44, and ages 45–54.

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Retirement for a New Generation

Financial Focus - April 27, 2024 05:00
During this show, we’re going to examine how much retirement has changed in a short amount of time and how you can thrive in a new generation of retirement.

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The 3 Essential Phases of Retirement Planning

Nolan Financial Radio - April 27, 2024 05:00 ★★★★★ - 1 rating
During this show, we’ll discuss retirement steps to take when you’re 10 years, five years, and one year from retirement.

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Inflation Nation

Ready-Aim-Retire - April 27, 2024 05:00 ★★★★★ - 5 ratings
In this episode we break down the effects of inflation, from its impact on your grocery bill to how it affects your investments, the markets and long-term savings. Join us for tips on managing your finances in an inflationary environment.

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The Silver Tsunami

Retirement Paradise - April 27, 2024 05:00 ★★★★★ - 6 ratings
During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.

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Long Term Care Prices Going UP

Dolphin Financial Radio - April 26, 2024 05:00 ★★★★★ - 5 ratings
What happens if your existing long term care policy price does up? Do you pay the price increase, or adjust the benefits to keep the policy affordable? In this show we review a real-life example of a client who is facing a potential 189% price increase for his existing LTC policy.

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Hiring and retention trends in the profession

AICPA Town Hall - April 25, 2024 19:00 - 1 hour ★★★★★ - 12 ratings
Topics include:  The latest from DC on pressing issues impacting the profession   Technical updates  Accounting and finance hiring and retention trends    Speakers:   Michael Cerami, EVP, CPA.com  Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA  Rachel Dresen, Senior Director, Con...

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205: Live from ViVE 2024: Four leaders on how technology is redefining clinical work

Radio Advisory - April 23, 2024 05:15 - 46 minutes ★★★★★ - 153 ratings
You might be burned out from talking about burnout. But the truth is, healthcare workers are still suffering from high administrative burden, reduced autonomy, and a cycle of turnover and retirements that we cannot escape. In response, industry leaders are looking to the latest and greatest tech...

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Weathering Cravings with Self-Compassion

Advice Column - April 22, 2024 17:00 - 48 minutes ★★★★★ - 23 ratings
Feeling your habits have the best of you? In this episode learn how to use self-compassion and mindfulness as the antidote. Lisa Liguori, and Brad Tunis explore addictive behaviors and talk about why self-discovery helps. They touch on practical advice such as calming breathing exercise to use ...

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The Color of Money

Retirement Keys - April 21, 2024 05:00 ★★★★★ - 1 rating
Is your retirement savings at risk? In this episode we talk about figuring out your own personal risk tolerance when it comes to your money and how to properly allocate your assets so they will last.

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Financial Freedom After 50 - Tips to Maximize Savings and Ensure a Secure Retirement

Financially Fit Radio - April 21, 2024 05:00 ★★★★★ - 2 ratings
In this episode we dive deep into strategies to boost your retirement savings. Learn how to take advantage of employer contributions, explore different retirement accounts, and discover how to invest wisely for a secure and comfortable future.

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Maximize Your Social Security

Ready-Aim-Retire - April 20, 2024 05:00 ★★★★★ - 5 ratings
This episode dives into Social Security optimization. We'll explore how to work the system for bigger checks, from maximizing your working years to strategically delaying benefits. Tune in and learn how to get the most out of your retirement income.

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What To Do If You’re Named An Executor

The Bull and Bear Show - April 20, 2024 05:00 ★★★★★ - 2 ratings
During this episode, we’ll discuss some of the things you should do if you become the executor of an estate.

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Avoiding Major Retirement Roadblocks

Navigating Your Retirement - April 20, 2024 05:00 ★★★★★ - 2 ratings
In this episode we tackle the hurdles that can derail your retirement dreams. We'll explore common roadblocks like longevity risk and healthcare costs, and offer strategies to navigate them with confidence. Join us for actionable tips to pave the way for a smooth and secure retirement.

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What You Should Know Before You Retire

Nolan Financial Radio - April 20, 2024 05:00 ★★★★★ - 1 rating
During this show, we’ll discuss some of the things current retirees wish they’d known before they stopped working as well as what should be included in a retirement budget.

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What To Do If You’re Named An Executor

Retirement Paradise - April 20, 2024 05:00 ★★★★★ - 6 ratings
During this episode, we’ll discuss some of the things you should do if you become the executor of an estate.





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IBA Insider: Little trouble in big China, Supply disruptions dent US airlines' Q1 results & Landmark case finds KLM advertisements ‘misleading’

The Aviation Conversation - April 19, 2024 13:00 - 35 minutes ★★★★★ - 2 ratings
IBA's Dr. Stuart Hatcher, Chief Economist, and Neil Fraser CFA, Airline Analysis Manager, share their insights on the latest stories in global aviation. In the latest edition of the IBA Insider: ✈️ Little trouble in big China ✈️ Supply disruptions dent US Q1 results to differing extents ✈️ Lan...

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Avoiding Stress in Retirement

Dolphin Financial Radio - April 19, 2024 05:00 ★★★★★ - 5 ratings
A successful retirement is about increasing income and reducing stress. In this show we review the top stresses faced in retirement and how to decrease or eliminate them.

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AI in Wealth Management - FINRA, Supervisory Obligations and Protecting Clients

Oyster Stew - A Broth of Financial Services Commentary and Insights - April 18, 2024 13:00 - 38 minutes ★★★★★ - 7 ratings
Oyster Consulting experts Casey Dougherty, Dan Garrett and Bryan Jacobsen discuss FINRA’s exploration of AI, supervisory obligations  with regard to outsourcing AI technology to firms, and best practices for maintaining compliance and protecting clients.  Learn more in our previous podcast, par...

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You don't have to be flashy

Advice Column - April 17, 2024 13:00 - 4 minutes ★★★★★ - 23 ratings
Hello Friend! This is a bi-weekly episode of the newsletter! Do you sometimes sit with a group of friends as they trade tales of their big adventures? And do you ever think to yourself, “My life is not that splashy?” I’ve always loved listening to great speakers. When I was a kid, my dad would...

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204: Unveiling "Bespoke Care": Healthcare's tailored future

Radio Advisory - April 16, 2024 05:15 - 27 minutes ★★★★★ - 153 ratings
High-cost drugs, generative AI, diagnostic testing – the pace and sophistication of healthcare innovation has been keeping our experts busy over the past several years. At some point, they realized there was something deeper going on – a sea change in what healthcare innovation is seeking to ach...

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20. Leading with Transparency and Transformation in Finance

In Your Best Interest: An ALM First Podcast - April 15, 2024 16:00 - 29 minutes
Discover the strategies financial titans are employing to steer through the stormy seas of today's economy with our guest, Mark Meyer, the insightful leader at the helm of Filene Research Institute. As we tackle topics like the effects of high inflation and shifting consumer behaviors, Mark shed...

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Planning Your Retirement Budget: Key Expenses You Can't Ignore

Financially Fit Radio - April 14, 2024 05:00 ★★★★★ - 2 ratings
Dreaming of retirement? This episode is your wake-up call! We'll bust open the piggy bank and explore essential, often overlooked expenses you need to factor into your golden years' budget. From healthcare surprises to hidden housing costs, get ready to plan for a secure and happy retirement.

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Generational Vault And Enhanced Planning: A Powerful Combo

Financial Focus - April 13, 2024 05:00
During this episode, we’ll discuss enhanced planning and Generational Vault.

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Get Ready For Rainy Days

Nolan Financial Radio - April 13, 2024 05:00 ★★★★★ - 1 rating
During this show, we’re going to discuss essential steps that can provide rainy day financial protection.