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    financialplanner

    Explore " financialplanner" with insightful episodes like "Financial Detox® Summer Series", "EP29: Having the Courage to Rise Above Life’s Challenges with Jonmark Richardson", "Avoiding Identity Theft and Protecting Your Assets", "Episode 10 - Nicholas Chadha on IFoA Exams and Taking Risks" and "Episode 9 - Catherine Miller on the Canadian Market and Becoming An Author" from podcasts like ""Financial Detox® Show", "The Millionaire Mind", "New Focus on Wealth with Chad Burton", "The Pensions Podcast" and "The Pensions Podcast"" and more!

    Episodes (15)

    Financial Detox® Summer Series

    Financial Detox® Summer Series

    Welcome to Financial Detox®- video addition.  Financial Detox® (FD) has been podcasting for years and recently decided to add video content to our show.  We hope you enjoy!  This week we kick off a Summer Series on FD discussing how the idea of Financial Detox came about and what it really means to investors.  Jason Labrum (CEO of Intelligence Driven Advisers) and Co-Host Alex Klingensmith (President of Intelligence Driven Advisers) discuss the latest and hottest topics surrounding wealth management, tax planning, and financial planning.

    For more financial advice visit our website and follow us on
    Linkedin, FB, and Instagram.



    EP29: Having the Courage to Rise Above Life’s Challenges with Jonmark Richardson

    EP29: Having the Courage to Rise Above Life’s Challenges with Jonmark Richardson

    Enhance your skills and capabilities despite life's challenges with Jonmark Richardson in today's episode about courage, resilience, and investment strategies. Dial in to learn tax-saving tips and efficient investment choices to help you achieve your goals and empower you to live a more positive life today!


    Key takeaways to listen for


    How to execute an optimistic mindset through life’s challenges
    Ways to reassess your potential to create opportunities to fit a new goal
    Surprising problems with having too much tax-deferred income and how to mitigate them 
    The impact of hiring specialists in boosting your company’s operations
    Life-changing effect of applying lessons from the Bible in your life 


    Resources mentioned in this episode


    World Financial Group
    Who Not How by Dan Sullivan and Benjamin Hardy Paperback
    Think and Grow Rich by Napoleon Hill | Paperback
    How To Win Friends And Influence People by Dale Carnegie Paperback
    Mental Toughness Secrets of the World Class by Steve Siebold  Paperback


    About Jonmark Richardson


    Jonmark is an Investment Advisor Representative at Valhalla Advisors LLC in Tempe, AZ, and has over 16 years of experience in the finance industry. Even while inducted to a four-wheeled metal throne, with the support of all his loved ones, Jonmark wasn’t given the option to sit and sulk. After a few weeks in a hospital bed, he returned to his old self, getting into antics with his buddies. Jonmark had to figure out what to do for the rest of his life. With his racing career no longer viable, academics was his only visible option. It was not very tasty as he does not fancy himself the academic type. Despite his personal opinion, and with the support of his friends and family, he hit the books. Remembering the lessons he learned in his childhood from watching his mother make financial mistakes while raising seven kids, he vowed to help people in her situation do better. After graduating college and starting his own business as a financial planner, he created a new purpose for his time.


    Connect with Jonmark


    Website: The Valhalla Group
    https://thevalhallagroup.com/
    Business Phone Number: (480) 378-3046
    Email: jrichardson@thevalhallagroup.com


    Connect With Us


    Want to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.


    Go to http://themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!

    Avoiding Identity Theft and Protecting Your Assets

    Avoiding Identity Theft and Protecting Your Assets

    Listen to the latest from Certified Financial Planner Chad Burton as he provides his regular market updates before discussing all things involved in the world of wealth building and financial planning. 

    On this episode, Chad answers questions from listeners on identity theft and retirement accounts, specifically describing how people who make too much money to fund a Roth can fund a Roth. Chad also revisits last episode’s discussion on FDIC Insurance. Listen now.

    Email your money question to chad@chadburton.com

    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

     

    See omnystudio.com/listener for privacy information.

    Episode 10 - Nicholas Chadha on IFoA Exams and Taking Risks

    Episode 10 - Nicholas Chadha on IFoA Exams and Taking Risks

    In this episode, Nicholas Chadha tells Lewis about his time at Herriot-Watt University, sitting exams with the IFoA and taking risks in his career.


    Find PAN Trustees at https://www.pantrustees.co.uk/


    Subscribe today and never miss an episode.


    Want more? Head to idexconsulting.com/pensions to download our NEW 2022 Pensions Salary Guide and find out how remuneration has changed for Pensions professionals post-pandemic.


    Connect with Lewis: https://www.idexconsulting.com/lewis-campbell


    Episode 9 - Catherine Miller on the Canadian Market and Becoming An Author

    Episode 9 - Catherine Miller on the Canadian Market and Becoming An Author

    In this episode, Catherine Miller discusses her journey to VP, the state of the Canadian Pensions market and writing her first book!


    Find Marris Miller at https://www.marrismiller.com/


    Subscribe today and never miss an episode.


    Want more? Head to idexconsulting.com/pensions to download our NEW 2022 Pensions Salary Guide and find out how remuneration has changed for Pensions professionals post-pandemic.


    Connect with Lewis: https://www.idexconsulting.com/lewis-campbell


    Episode 8 - Charlie Goodman on Dreams of Stardom and Reacting to Covid

    Episode 8 - Charlie Goodman on Dreams of Stardom and Reacting to Covid

    In this episode, Lewis talks to Charlie Goodman about his early experiences with the music industry, and running a business through the pandemic.


    Find Cervello FP at https://www.cervellofp.co.uk/


    Subscribe today and never miss an episode.


    Hungry for more? Head to idexconsulting.com/pensions to download our Pensions Salary Guide and discover how remuneration has changed for Pensions professionals in 2021.


    Connect with Lewis: https://www.idexconsulting.com/lewis-campbell


    Episode 7 - Naomi L'Estrange on Pensions Law and Getting Into Trusteeship

    Episode 7 - Naomi L'Estrange on Pensions Law and Getting Into Trusteeship

    In this episode, Naomi L’Estrange chats to Lewis about her experience as a lawyer, and why younger people are choosing trusteeship to further their careers.


    Find 20-20 Trustees at https://2020trustees.co.uk/


    Subscribe today and never miss an episode.


    Hungry for more? Head to idexconsulting.com/pensions to download our Pensions Salary Guide and discover how remuneration has changed for Pensions professionals in 2021.



    Episode 6 - David Watkins on Managing People and Growing the XPS Brand

    Episode 6 - David Watkins on Managing People and Growing the XPS Brand

    In this episode, Lewis talks to David Watkins about his previous life as an Operations Manager and building a strong brand for XPS.


    Find XPS Pensions Group at https://www.xpsgroup.com/


    Subscribe today and never miss an episode.


    Hungry for more? Head to idexconsulting.com/pensions to download our Pensions Salary Guide and discover how remuneration has changed for Pensions professionals in 2021.


    Connect with Lewis: https://www.idexconsulting.com/lewis-campbell


    Episode 4 - Gareth Tancred on Not Going to Uni and Life at the PMI

    Episode 4 - Gareth Tancred on Not Going to Uni and Life at the PMI

    In this episode, Lewis talks to Gareth Tancred about getting into the industry without going to university and how he’s changed perceptions of the Pensions Management Institute (PMI).


    Find the PMI at https://www.pensions-pmi.org.uk/


    Subscribe today and never miss an episode.


    Hungry for more? Head to idexconsulting.com/pensions to download our Pensions Salary Guide and discover how remuneration has changed for Pensions professionals in 2021.


    Connect with Lewis: https://www.idexconsulting.com/lewis-campbell


    Episode 2 - Romi Savova on Risk and Launching PensionBee

    Episode 2 - Romi Savova on Risk and Launching PensionBee

    In this episode, Lewis speaks to Romi Savova from PensionBee about the origins of PensionBee, the advice she gives people about risk and her predictions for the industry.


    Find PensionBee at https://www.pensionbee.com/


    Subscribe today and never miss an episode.


    Hungry for more? Head to idexconsulting.com/pensions to download our Pensions Salary Guide and discover how remuneration has changed for Pensions professionals in 2021.


    Connect with Lewis: https://www.idexconsulting.com/lewis-campbell


    Episode 1 - Steve Goddard on Success and Connecting the Industry

    Episode 1 - Steve Goddard on Success and Connecting the Industry

    In this episode, Lewis asks Steve Goddard of Goddard Perry about his career in Pensions, how he defines success and his involvement in The Pension Playpen, an online community for Pensions professionals.


    Find The Pension Playpen at https://pensionplaypen.com/


    Subscribe today and never miss an episode.


    Hungry for more? Head to idexconsulting.com/pensions to download our Pensions Salary Guide and discover how remuneration has changed for Pensions professionals in 2021.


    Connect with Lewis: https://www.idexconsulting.com/lewis-campbell


    Episode 3 - Joe Craig on Pensions for Young People and Starting Out

    Episode 3 - Joe Craig on Pensions for Young People and Starting Out

    In this episode, Joe Craig joins Lewis to talk about his early days in Pensions and making pensions more accessible for young people.


    Find Joe at https://quietroom.co.uk/


    Subscribe today and never miss an episode.


    Hungry for more? Head to idexconsulting.com/pensions to download our Pensions Salary Guide and discover how remuneration has changed for Pensions professionals in 2021.


    Connect with Lewis: https://www.idexconsulting.com/lewis-campbell



    From Struggling with Dyslexia to International Best-Seller

    From Struggling with Dyslexia to International Best-Seller

    WELCOME TO SEASON 7! Vincent A. Lanci interviews a different entrepreneur from around the world on each episode. He records interviews in all industries to provide different perspectives. You never know which motivational journey will motivate you most.


    https://www.VincentALanci.com/
     


    Want to know what it’s really like to be an entrepreneur? Well, you came to the right place! Hear real-life, authentic stories and accounts from entrepreneurs each week.


    Welcome to the Season 7 PREMIERE and 103rd episode of the series, Vincent A. Lanci brings on International Best-Selling Author, Rory Douglas.

     

    This entrepreneur embodies the never give up lifestyle and found confidence to thrive in life. His story starts as a young child who was labeled "Most Likely Not to Succeed".

    After being labeled a “troubled youth” and struggling with dyslexia, he has since created an international brand. 

    Douglas has over 20 years experience in the Entertainment and Investment industry empowering entrepreneurs to pursue their purpose. He transitioned from Entertainment to the Financial Services industry as a Financial Educator and High Performance Life Coach where he leads and mentors countless amount of people who run their own organizations.

    Douglas travels all around the world speaking with Youth & Community Organizations, Colleges and Universities, Corporations as well as Ministries and Non-Profits.
     
    Today, he supports individuals in answering the questions: “Who Am I, What do I want, and How do I get it? Douglas is a Master Coach who combines life coaching with the principles of spiritual psychology. He is passionate about supporting people out of suffering and limitation and into fulfillment. Bottom line: he helps people get “over it and on with it!"
     
    He has written many books, including International Best selling Author of "Cracking The Rich Code" collaboration Jim Britt, Kevin Harrington from "The Shark Tank" and Tony Robbins,  Best-Selling "Fear to Freedom", "Artificial Intelligence" and "The Power to Get Wealth: No Money Required."

     

    Get ready to level up your business endeavors, mind, and future with this incredibly inspiring entrepreneur. 


    Host Name: Vincent A. Lanci
    Email:
    PodcastsByLanci@Gmail.com
    YouTube:
    youtube.com/channel/UCy0dil34Q5ILEuHgLVmfhXQ
    Instagram:
    instagram.com/yourfavoritemorningpodcast
    Facebook:
    facebook.com/YourFavoriteMorningPodcast/
    Twitter:
    twitter.com/PodcastsByLanci
    LinkedIn:
    linkedin.com/showcase/what-its-really-like-to-be-an-entrepreneur/


    Guest Name: Rory Douglas
    Email: info@rorydouglas.net
    Website: http://www.rorydouglas.net/
    LinkedIn: https://www.linkedin.com/in/rorykdouglas/

    Adventure by MusicbyAden | https://soundcloud.com/musicbyaden
    M

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    MLB Draft Podcast Ep. 4: Selecting the Right Financial Team

    MLB Draft Podcast Ep. 4: Selecting the Right Financial Team

     

    Last time, we discussed how to find a sports agent who has the expertise and experience for your situation that can advocate for you in contract negotiations and representation. 

    This week, we continue the conversation to help you finish building out a trusted team that can help you navigate the biggest financial decision of your life by finding the right financial team for you.

    As an athlete, you would take the time to research and find the best medical professional to help you deal with an injury. You should do the same when it comes to managing your wealth. To do that well, it’s important to understand some basic concepts of the financial advisor world to be able to take responsibility in this decision and own your wealth.

    During this episode, we discuss topics and questions such as:

    • What are the unique issues a draft family will face from a financial perspective?
    • When should you begin searching for your financial team?
    • What are the biggest financial mistakes draft families make?
    • What is the difference between a financial advisor and a certified financial planner? What is the difference between a broker/dealer and a registered investment advisor?
    • How can you ensure that the team you’re hiring has the experience and expertise to handle your wealth?
    • What beyond investing should your financial team help to manage?
    • What are the key questions you should ask while searching for a team to handle your wealth?

    Listen to episode 4 for answers to these questions and more.

    More from the MLB Draft Podcast:

    Episode 44 - The Client-Advisor Connection

    Episode 44 - The Client-Advisor Connection

    Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success.Come explore relevant financial topics with our team!

    Important legal disclosure: http://bit.ly/2DC250b

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