Latest Financial planner Podcast Episodes
Global Trends in Financial Planning with FPI's CEO Lelané Bezuidenhout
PROpulsion LIVE - May 04, 2024 06:00 - 33 minutesIn this episode, we speak with Lelané Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa (FPI), exploring several key topics in the field of financial planning. We begin by discussing the role of credentialing in the industry, comparing the Certified Financial Planner (CFP...
Always Worried About Money
MoneyWatch with Jill Schlesinger - May 02, 2024 04:00 - 16 minutes ★★★★★ - 235 ratingsI'm only 34, yet I'm constantly worried about my finances. How can I find the right balance? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and...
Planning Around Health Issues
MoneyWatch with Jill Schlesinger - April 30, 2024 04:00 - 22 minutes ★★★★★ - 235 ratingsGiven that I'm in my 30s and can't get insurance coverage due to my health condition, how should I be planning for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Polic...
Improving Financial Advice with Strategic Client Touchpoints
PROpulsion LIVE - April 27, 2024 20:00 - 34 minutesIn this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with techno...
On Track for Retirement in Our 30s?
MoneyWatch with Jill Schlesinger - April 25, 2024 04:00 - 14 minutes ★★★★★ - 235 ratingsMy wife and I are in our late thirties and we've got some money saved up in different accounts for retirement but want to make sure we're allocating our money appropriately. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillon...
Can We Be House Poor?
MoneyWatch with Jill Schlesinger - April 23, 2024 04:00 - 11 minutes ★★★★★ - 235 ratingsThe house we're looking to buy will cost around $1.2 million. Is there any downside to paying for the whole thing in cash? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at...
Strategic Lifestyle Planning for Success with Marc Sydow
PROpulsion LIVE - April 20, 2024 06:00 - 35 minutesWe sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasisi...
Prepping for Early Retirement
MoneyWatch with Jill Schlesinger - April 18, 2024 04:00 - 20 minutes ★★★★★ - 235 ratingsMy wife and I are public employees, a firefighter and a federal worker, and we think retirement is on the horizon. Are we on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy...
What’s Your Retirement Number?
MoneyWatch with Jill Schlesinger - April 16, 2024 04:00 - 11 minutes ★★★★★ - 235 ratingsAmericans estimate they’ll need $1.46 million saved to retire comfortably, according to a new study. That’s a 53% increase from what people thought they needed just four years ago. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram:...
The Five Essential Rings for Financial Advisors' Success
PROpulsion LIVE - April 13, 2024 06:00 - 29 minutesIn this episode, we explore "The Five Rings for Lasting Success and the One Ring to Rule Them All," drawing inspiration from The Lord of the Rings to delve into essential aspects that forge a successful career in financial planning. Join us to learn about the Ring of Lore, the Ring of Craft, th...
Dirty Dozen Tax Scams
MoneyWatch with Jill Schlesinger - April 11, 2024 04:00 - 10 minutes ★★★★★ - 235 ratingsAs the tax filing deadline approaches, watch out for the IRS list of the so-called “dirty dozen" which are tax scams the IRS commonly sees. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillo...
Last-Minute Tax Tips
MoneyWatch with Jill Schlesinger - April 09, 2024 04:00 - 13 minutes ★★★★★ - 235 ratingsAmericans have until April 15 to file their taxes or file an extension. If you live in Maine or Massachusetts, you have until April 17. I joined CBS Mornings to discuss some last minute tips if you still have to file. Have a money question? Email us here Subscribe to Jill on Money LIV...
7 Lessons I’ve Learned from Life and Business
PROpulsion LIVE - April 06, 2024 06:00 - 28 minutesIn this episode, we explore "Seven Lessons I've Learned from Life and Business," diving into the universal truths that have emerged from personal experiences and professional journeys. Each lesson reflects on the pivotal moments and insights that have shaped a path to success and fulfilment. And...
How Bad Is Our Situation?
MoneyWatch with Jill Schlesinger - April 04, 2024 04:00 - 9 minutes ★★★★★ - 235 ratingsWith $70k in credit card debt, should I take out a HELOC and pay off the debt in one shot? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and C...
Helping Child With Down Payment
MoneyWatch with Jill Schlesinger - April 02, 2024 04:00 - 17 minutes ★★★★★ - 235 ratingsIf I'm going to give my daughter a down payment for her house, what's the best way to do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy an...
Retirement or Brokerage
MoneyWatch with Jill Schlesinger - March 28, 2024 04:00 - 11 minutes ★★★★★ - 235 ratingsWith some extra cash flow each month, should I increase my 401(k) contributions or open up a brokerage account? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://ar...
Financial Spring Cleaning
MoneyWatch with Jill Schlesinger - March 26, 2024 04:00 - 18 minutes ★★★★★ - 235 ratingsWith the arrival of spring, it's the perfect time to declutter your finances and address pressing financial matters. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillon...
Mastering the Long Game with Russell Ho
PROpulsion LIVE - March 23, 2024 06:00 - 31 minutesIn this episode, we sit down with Russell Ho, a young and dynamic financial planner on a mission, to discuss "Mastering the Long Game." Russell shares his personal and professional journey, focusing on the principles of patience, authenticity, and strategic planning that have shaped his long-ter...
Is Mom Okay for Retirement?
MoneyWatch with Jill Schlesinger - March 21, 2024 04:00 - 15 minutes ★★★★★ - 235 ratingsMy mom has significant anxiety about money, but I'm trying my best to convince her that she's okay. Am I right? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://ar...
Early 401(k) Withdrawals
MoneyWatch with Jill Schlesinger - March 19, 2024 04:00 - 13 minutes ★★★★★ - 235 ratingsA recent report by Vanguard reveals a record number of Americans took early withdrawals from their 401(k) retirement savings in 2022 and 2023, signaling a concerning trend. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonm...
From Reluctance to Results: Changing Your Mindset on Selling
PROpulsion LIVE - March 16, 2024 06:00 - 26 minutesWelcome to our latest episode, where we delve into a topic that many financial planners and advisers find uncomfortable: selling. Despite the crucial role that sales play in growing a business, there's a widespread reluctance amongst professionals to see themselves as salespeople or to engage in...
Take Farm Money Now or Later?
MoneyWatch with Jill Schlesinger - March 14, 2024 04:00 - 24 minutes ★★★★★ - 235 ratingsShould I take rental profits from farm income now, or wait about ten years for it to grow even more? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/pri...
Should I Continue Renting?
MoneyWatch with Jill Schlesinger - March 12, 2024 04:00 - 16 minutes ★★★★★ - 235 ratingsMy rent is currently $1,800 a month and I am able to save $3,000 each month. Should I keep renting or look to buy? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https:/...
Adapting to Financial Planning's Future with Wessel Oosthuizen
PROpulsion LIVE - March 09, 2024 06:00 - 35 minutesWe sit down with Wessel Oosthuizen, the Head of Financial Planning at Fiscal Private Clients, to discuss the future and evolution of the financial planning profession. In this episode, we delve into the ongoing changes within the financial planning field, touching on how the profession has grow...
Spooked by Retirement Milestones
MoneyWatch with Jill Schlesinger - March 07, 2024 05:00 - 19 minutes ★★★★★ - 235 ratingsI keep hearing about retirement milestones and I'm spooked because I don't see myself reaching any of them. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19....
Recently Retired, Do We Have Enough?
MoneyWatch with Jill Schlesinger - March 05, 2024 05:00 - 18 minutes ★★★★★ - 235 ratingsWe're recently retired and trying to figure out if we have enough saved to make it work. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/privacy and Cal...
Financial Advisors: Fun Ways to Segment, Personalise, and Wow Your Clients!
PROpulsion LIVE - March 02, 2024 06:00 - 33 minutesWe are unpacking the crucial topic of segmentation and aligning the value proposition and client service. In today's competitive landscape, understanding how to effectively segment your client base, tailor your value proposition, and align your client services accordingly is more important than ...
Managing Dozens of Funds
MoneyWatch with Jill Schlesinger - February 29, 2024 05:00 - 17 minutes ★★★★★ - 235 ratingsBetween my mother and myself we must have dozens of funds within our various accounts. How can we streamline things? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at http...
Real Estate Conundrum
MoneyWatch with Jill Schlesinger - February 27, 2024 05:00 - 19 minutes ★★★★★ - 235 ratingsAs we look to do a retirement reset, we're having a hard time making a major real estate decision. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art19.com/priv...
Powerful Lead Generation Strategies Any Professional Can Do
PROpulsion LIVE - February 24, 2024 14:00 - 35 minutesWelcome to our latest episode! Today, we're diving into the secrets of attracting more clients to your business. Forget about cold calling endlessly without results. Instead, we'll show you how personalized outreach based on research can completely change your approach. Learn how to keep a stea...
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