Latest Financial planner Podcast Episodes
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...
The Entrepreneurial Dad’s Guide to Financial Planning
The Navigating Fatherhood & Business Podcast with Gareth Shears & Shane Hyland - February 22, 2024 10:00 - 23 minutesWe cover off these topics today: The Importance of Financial Planning: Why it's crucial for business owners who are also fathers. Setting Financial Goals: Both short-term and long-term, for your business and family. Risk Management: Insurance and emergency funds to protect your family and bus...
Saving for Maternity
MoneyWatch with Jill Schlesinger - February 22, 2024 05:00 - 20 minutes ★★★★★ - 235 ratingsWe’d like to have enough money for me to take three months off when our baby is born on top of the three months maternity leave I will be entitled to. Is this doable? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney ...
Is the Insurance Worth It?
MoneyWatch with Jill Schlesinger - February 20, 2024 05:00 - 14 minutes ★★★★★ - 235 ratingsI recently started a new job and have the option of taking some insurance coverage with me from the old employer. Should I take it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy ...
Is technology making things simpler or more complex for financial advisors with Adam Owen
PROpulsion LIVE - February 17, 2024 06:00 - 33 minutesIn this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dissect the complexities and simplicities of the future in financial advisory. As we delve into the topic "IS THE FUTURE SIMPLE OR NOT?", Adam shares his invaluable i...
The Tech Tipping Point: Financial Planning's Future with Adam Owen
PROpulsion LIVE - February 17, 2024 06:00 - 33 minutesIn this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dissect the complexities and simplicities of the future in financial advisory. As we delve into the topic "IS THE FUTURE SIMPLE OR NOT?", Adam shares his invaluable i...
Welcome to the Navigating Business and Fatherhood Podcast
The Navigating Fatherhood & Business Podcast with Gareth Shears & Shane Hyland - February 15, 2024 07:00 - 12 minutesWelcome to the inaugural episode of The Navigating Business and Fatherhood Podcast – your compass in the journey of finance and fatherhood. In this episode, hosts Gareth Shears and Shane Hyland, seasoned financial planners and dedicated dads, unveil their vision for a podcast that blends the a...
Considering a Reset at Age 52
MoneyWatch with Jill Schlesinger - February 15, 2024 05:00 - 18 minutes ★★★★★ - 235 ratingsI am a high school teacher in my 29th year and I will turn 52 this year. I read The Great Money Reset and I think I may be ready to try a new career. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonm...
Juggling Multiple Properties
MoneyWatch with Jill Schlesinger - February 13, 2024 05:00 - 24 minutes ★★★★★ - 235 ratingsMy wife and I both owned properties prior to getting together and have purchased another summer home that is now being gut-rehabbed. Should we keep all three? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter:...
Money: I wouldn't start from here with Chris Budd
PROpulsion LIVE - February 10, 2024 06:00 - 27 minutesIs chasing money making us unhappy? Join us as we talk with Chris Budd, the writer of "The Four Cornerstones of Financial Wellbeing," to dive into how our bank balance affects our happiness. This chat isn't about how to get rich quickly. Instead, we're looking into what makes us truly happy. We'...
Investing a Big Chunk of Money
MoneyWatch with Jill Schlesinger - February 08, 2024 05:00 - 19 minutes ★★★★★ - 235 ratingsWe are going to sell our home soon and will be left with a large chunk of money after paying off the mortgage. How can we best use the proceeds to fund our early retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillon...
Missing the Mark Millennial
MoneyWatch with Jill Schlesinger - February 06, 2024 05:00 - 21 minutes ★★★★★ - 235 ratingsAt 32 years old, it feels like I am very short on having enough saved to be able to retire. Not just to retire comfortably but to retire at all. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney ...
Grow your business and make your life easier by simplifying everything
PROpulsion LIVE - February 03, 2024 06:00 - 26 minutesIn today's episode, we're diving into the art of simplification in financial advisory practices. Whether you're a financial planner, advisor, firm owner, or stakeholder in the financial advisory world. 🔍 We Discuss: Financial Product Offerings: We start by tackling the complex world of financi...
What to Do with Payout?
MoneyWatch with Jill Schlesinger - February 01, 2024 05:00 - 16 minutes ★★★★★ - 235 ratingsI recently got a payout from a company I was a part of and now find myself wondering what to do with the money. 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...
Superfund 529s From Brokerage?
MoneyWatch with Jill Schlesinger - January 30, 2024 05:00 - 18 minutes ★★★★★ - 235 ratingsI’m wondering if I should move money from my brokerage account to superfund our children’s 529 plans? 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/pr...
Roth Conversion Questions
MoneyWatch with Jill Schlesinger - January 25, 2024 05:00 - 18 minutes ★★★★★ - 235 ratingsAs I map out my long-term retirement game plan, I'm facing some questions regarding possible Roth conversions. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://art...
Can Hubby Retire at 55?
MoneyWatch with Jill Schlesinger - January 23, 2024 05:00 - 17 minutes ★★★★★ - 235 ratingsMy husband will soon be 55 and wants to retire from corporate America and get another lower stress/fun job. Can he 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 ...
Financial Check Up Going Into Divorce
MoneyWatch with Jill Schlesinger - January 18, 2024 05:00 - 16 minutes ★★★★★ - 235 ratingsI'm a 37 year old separated dad of two currently going through a divorce and would like to get a check up to see if I'm still on track for retirement after this reset. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney ...
Obsessed with Financial Optimization
MoneyWatch with Jill Schlesinger - January 16, 2024 05:00 - 14 minutes ★★★★★ - 235 ratingsEver since I left my financial advisor in early 2023, I’ve become a bit obsessive with optimizing our financial situation. It’s obvious we’re in good shape for our age but how can I find a happy medium in managing our finances and not let it take over my life? Have a money question? Em...
Reset After a Sudden Loss
MoneyWatch with Jill Schlesinger - January 11, 2024 05:00 - 35 minutes ★★★★★ - 235 ratingsMy husband of 34 years passed away about a year and a half ago. I am successfully on my feet working as a professional, maintaining our home and figuring out what the next steps should be. Am I on the right path? Have a money question? Email us here Subscribe to Jill on Money LIVE Yo...
Irish Pension, Should We Use It?
MoneyWatch with Jill Schlesinger - January 09, 2024 05:00 - 16 minutes ★★★★★ - 235 ratingsWe recently found out that my husband got a great job with a large tech company in Dublin, so we're trying to figure out if we should participate in the Irish pension option. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillo...
First Financial Checkup at 40
MoneyWatch with Jill Schlesinger - January 04, 2024 05:00 - 16 minutes ★★★★★ - 235 ratingsAs I prepare to turn 40, I feel like it's a good time for my first real financial checkup. 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 ...
Making Sure We're on Track
MoneyWatch with Jill Schlesinger - January 02, 2024 05:00 - 15 minutes ★★★★★ - 235 ratingsWe're in our 30s and want to know if we're on the right financial path as well as what we should be doing with some extra cash flow. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy...
Getting on Track After Divorce
MoneyWatch with Jill Schlesinger - December 28, 2023 05:00 - 18 minutes ★★★★★ - 235 ratingsMy divorce is now finalized and I'm left not knowing how to get my investments in order for retirement. 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/...
Trapped by Amazing Interest Rate
MoneyWatch with Jill Schlesinger - December 26, 2023 05:00 - 17 minutes ★★★★★ - 235 ratingsWe recently had to move for work and have been renting our old home. We’d like to purchase a new home where we now live, but giving up the interest rate and potential asset of having a second property is difficult. What should we do? Have a money question? Email us here Subscribe to J...
Reduce 401(k) for Real Estate Investing?
MoneyWatch with Jill Schlesinger - December 21, 2023 05:00 - 14 minutes ★★★★★ - 235 ratingsShould I reduce my 401(k) contributions to save up for an investment property? 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 California Pr...
Should We Move to Arizona?
MoneyWatch with Jill Schlesinger - December 19, 2023 05:00 - 15 minutes ★★★★★ - 235 ratingsI'm a federal employee and was recently offered a job in Arizona. Should we make the move from Washington state? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney See Privacy Policy at https://...
In Our 40s, on Track to Retire at 60?
MoneyWatch with Jill Schlesinger - December 14, 2023 05:00 - 18 minutes ★★★★★ - 235 ratingsI am 43, my wife is 44, and we would like to know if we are on track to retire at 60. 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 Califo...
Are We on Track to Retire?
MoneyWatch with Jill Schlesinger - December 12, 2023 05:00 - 16 minutes ★★★★★ - 235 ratingsWith a big federal pension on the horizon, I'm curious if we're on track to reach our retirement goals? 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...
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