These links work on everything: they open the episode on Apple Podcasts on an iOS device like an iPhone; will open the episode in the Google Podcasts player on an Android device; and will open a web player on any other device. Right-click a link to copy the link address.
Business Franchising 101 with Marty Greenbaum, CFE (Part III) E112 Aug 16 2023
Business Franchising 101 with Marty Greenbaum, CFE (Part II) E111 Aug 9 2023
Business Franchising 101 with Marty Greenbaum, CFE (Part I) E110 Aug 3 2023
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part V) E109 Jul 19 2023
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part IV) E108 Jul 12 2023
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part III) E107 Jul 5 2023
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part II) E106 Jun 27 2023
Common Financial Planning Topics with Ryan Keefe and Kyle Ryan, CFP (Part I) E105 Jun 21 2023
Current State of the Economy with Brad Sorensen, CFA (Part IV) E104 Jun 7 2023
Current State of the Economy with Brad Sorensen, CFA (Part III) E103 May 30 2023
Current State of the Economy with Brad Sorensen, CFA (Part II) E102 May 22 2023
Current State of the Economy with Brad Sorensen, CFA (Part I) E101 May 15 2023
Understanding Trust Strategy with Steve Keller (link not available) Apr 28 2023
Personal Injury Law with Jon Groth E99 Apr 4 2023
The Right Way to Travel with Anca Trofin E98 Mar 14 2023
Senior Living & Long-Term Care with Rachael Packer and Kyle Ryan, CFP E97 Mar 7 2023
Company Stock Plans Part II with Kyle Ryan, CFP E96 Feb 28 2023
Company Stock Plans Part I with Kyle Ryan, CFP E95 Feb 22 2023
Life Insurance Planning Part III with Kyle Ryan, CFP E94 Feb 15 2023
Life Insurance Planning Part II with Kyle Ryan, CFP E93 Feb 7 2023
Life Insurance Planning Part I with Kyle Ryan, CFP E92 Feb 1 2023
The Taxation of Trusts with Michael Menninger, CFP E91 Jan 25 2023
The SECURE 2.0 Act of 2022 with Kyle Ryan, CFP E90 Jan 19 2023
Viewer Q&A Part 8 with Ryan Keefe & Kyle Ryan, CFP E89 Jan 11 2023
Viewer Q&A Part 7 with Ryan Keefe & Kyle Ryan, CFP E88 Jan 4 2023
Viewer Q&A Part 6 with Ryan Keefe & Kyle Ryan, CFP E87 Dec 28 2022
Viewer Q&A Part 5 with Ryan Keefe & Kyle Ryan, CFP E86 Dec 21 2022
Viewer Q&A Part 4 with Ryan Keefe & Kyle Ryan, CFP E85 Dec 14 2022
Small Business Ownership: Challenges & Pitfalls with Ashley Downs and Joel LeBendig E84 Oct 13 2022
Viewer Q&A Part III with Ryan Keefe & Kyle Ryan, CFP E83 Oct 4 2022
Viewer Q&A Part II with Ryan Keefe & Kyle Ryan, CFP E82 Sep 28 2022
Viewer Q&A Part I with Ryan Keefe & Kyle Ryan, CFP E81 Sep 21 2022
Our Investment Philosophy with Ryan Keefe & Kyle Ryan, CFP E80 Sep 14 2022
Student Loan Forgiveness with Kyle Ryan, CFP & Nick DeVito E79 Sep 7 2022
Current State of the Market Part II with Thomas Balis, CFA E78 Aug 17 2022
Current State of the Market Part I with Thomas Balis, CFA E77 Aug 10 2022
Cyber Security For Businesses with Brian McCarthy E76 Aug 1 2022
R&D Tax Credits and Financial Education with Randy Crabtree, CPA E75 Jul 28 2022
Current State of the Housing Market with Dave Cary & Douglas Braun E74 Jul 20 2022
Helping Women Navigate Financial Decisions with Stacy Francis, CFP E73 Jun 29 2022
Case Study - Planning Considerations Part II E72 Jun 15 2022
Case Study - Planning Considerations Part I E71 Jun 8 2022
Economic Outlook Part II: Where Do We Go From Here with Gene Goldman, CFA E70 May 25 2022
Economic Outlook Part I with Gene Goldman, CFA E69 May 17 2022
Case Study - Selling Family Home While Living There with Kyle Ryan, CFP E68 May 4 2022
Avoiding Medicare Traps and Penalties with Kathe Kline E67 Apr 26 2022
Financial Success & The Psychological Roadblocks Part II with Larry Faulkner E66 Apr 22 2022
Financial Success & The Psychological Roadblocks Part I with Larry Faulkner E65 Apr 12 2022
Current State of the Markets with Herb Morgan, CIO E64 Apr 5 2022
Case Study – Maximizing Tax Efficiency/Retirement Planning E63 Apr 1 2022
Case Study – Debt Management + E62 Mar 17 2022
Case Study - Maximizing Tax Efficiency/Retirement E61 Mar 9 2022
Case Study - Maximizing Social Security Benefits Part II E60 Mar 1 2022
Case Study - Maximizing Social Security Benefits Part I E59 Feb 17 2022
Changing Careers: From Corporate America To Owning A Business with Carol Verhake E58 Jan 12 2022
Alternative Investments: Diversifying Your Portfolio with Gaston Escudero E57 Dec 28 2021
Sudden Wealth Law with Paul Deloughery E56 Dec 15 2021
Women‘s Retirement & What‘s Next with Autumn Nessler E55 Dec 8 2021
Year End Tax Planning Part II with Brian Pugliese, CPA E54 Dec 3 2021
Year End Tax Planning with Brian Pugliese, CPA E53 Nov 25 2021
Financial Planning Q&A Part 6 with Kyle Ryan, CFP and Ryan Keefe E52 Nov 3 2021
Financial Planning Q&A Part 5 with Kyle Ryan, CFP and Ryan Keefe E51 Oct 26 2021
Financial Planning Q&A Part 4 with Kyle Ryan, CFP and Ryan Keefe E50 Oct 20 2021
Financial Planning Q&A Part 3 with Kyle Ryan, CFP and Ryan Keefe E49 Oct 12 2021
Long-Term Elder Care with Bryan Adler, Esq. E48 Oct 8 2021
Long Term Care Planning with Jack Linvill E47 Sep 29 2021
Restaurant Ownership, Business Development, and Challenges Faced with Mike Yurcho E46 Sep 27 2021
Business Succession Planning For Your Business with Steve Goodman, CPA E45 Sep 17 2021
College Ready: Planning & Strategy Part II with Shellee Howard E44 Sep 8 2021
College Ready: Planning & Strategy Part I with Shellee Howard E43 Sep 3 2021
Current State Of The Market with Herb Morgan E42 Aug 25 2021
Financial Planning Q&A Part II with Kyle Ryan, CFP & Ryan Keefe E41 Aug 18 2021
Financial Planning Q&A Part I with Kyle Ryan, CFP & Ryan Keefe E40 Aug 10 2021
Retirement & Investor Research with Sarah Holden, PhD E39 Aug 3 2021
Becoming Financially Independent with David Bardsley E38 Jul 28 2021
Business Website Design & SEO with Devon McCrossin E37 Jul 21 2021
Digital Marketing Strategy & Creating Content with Nick Lensander E36 Jul 13 2021
Operating System Architecture: And How It Affects Us Daily with Tim Menninger E35 Jul 7 2021
Pharmaceutical Consulting with Bob Matje E34 Jun 29 2021
Building Pharmaceutical Facilities with Sean Montague E33 Jun 22 2021
Personal Retirement and Golf Course Management with Mike Eckenrode E32 Jun 16 2021
How Credit Unions Differ From Traditional Banks with Mark Bostwick E31 Jun 8 2021
Interviewing A Former NFL Player Turned Investment Consultant with Mike Guman, CRPC E30 Jun 2 2021
Understanding Mortgages with Mike Harvey E29 May 25 2021
Planning for Proposed Estate Tax Law Changes with Randy Steen, Esq. E28 May 19 2021
Understanding Property & Casualty Insurance with Michael Cellucci E27 May 12 2021
Running A Restaurant During Covid with Anthony Natale E26 May 6 2021
First Time Homebuyers with Kyle Ryan, CFP E25 Apr 28 2021
Traditional vs. Roth 401(k) with Kyle Ryan, CFP E24 Apr 21 2021
Business Succession Planning with Michael Egan, ChFC E23 Mar 30 2021
Family Law: Divorce and Custody Part II with Sarinia Feinman, Esq. E22 Mar 23 2021
Family Law: Divorce and Custody Part I with Sarinia Feinman, Esq. E21 Mar 16 2021
College Sports & Recruiting Part II with Matt Mark E20 Mar 10 2021
College Sports & Recruiting Part I with Mark Davis, Esq. E19 Mar 5 2021
Understanding Social Security Part II with Michael Menninger, CFP E18 Feb 23 2021
Understanding Social Security Part I with Michael Menninger, CFP E17 Feb 16 2021
401(k) & Retirement Plans with Nick Kennedy, CFP® E16 Feb 10 2021
Trusts with Courtney Dolaway, Esq. E15 Feb 1 2021
Temple Financial Planning Program with Cindy Axelrod & Kyle Ryan E14 Jan 26 2021
Estate Administration with Stacey McConnell E13 Jan 19 2021