بهترین پادکست های Financial Professionals (2025)

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Introducing the Wealth Education Podcast 0:22

3d ago0:22

0:22

Welcome to the latest evolution in our commitment to financial literacy! To maximize the adoption of financial literacy that equips professionals and entrepreneurs with personal finance skills, we created a dedicated channel – Wealth Education Podcast. This platform empowers you with fundamental money skills you need in life: the ability to earn an…

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31. Reset Your Marketing: Social Media 18:56

5d ago18:56

18:56

Social media can feel overwhelming with countless platforms, trends, and opinions, but in this episode, I simplify the process by helping you reset your social media presence. Learn how to conduct a social media audit, analyze your analytics, and make strategic adjustments that work for your financial business. In this episode, I chat about: Resett…

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Financing vs. Cash: When to Borrow for Your Next Purchase - Ep. 97 31:51

10d ago31:51

31:51

For more information and show notes visit: https://bwmplanning.com/post/97 For years, low interest rates made it easy to dismiss debt, but now, the math behind financing decisions is a little more complex. With interest rates on the rise, the conversation around financing has shifted significantly. In this episode, we explore: When financing might …

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30. Reset Your Marketing: Strategy 15:22

12d ago15:22

15:22

Marketing shouldn’t feel overwhelming or like a never-ending cycle of stress—especially if you’re already balancing the demands of your financial business. In this episode, I’m kicking off the Reset Your Marketing series to help you refine your strategy, align it with your business goals, and create a plan that works for you in 2025. In this episod…

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29. From Chaos to Clarity: Organizing Your Content 12:53

19d ago12:53

12:53

Marketing shouldn’t feel like a never-ending game of catch-up—especially if you’re already overwhelmed with client work. In this episode, I’m breaking down a simple system that will help you stay organized, repurpose content effectively, and get more consistent with your marketing—without the stress. In this episode, I chat about: The Content Hub M…

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Retirement Readiness: Do You Have Enough Assets to Last? - Ep. 96 30:14

24d ago30:14

30:14

For more information and show notes visit: https://bwmplanning.com/post/96 In the previous episode, we discussed the accelerating trend of retirement in the oil and gas sector and what it means for professionals at various stages of their careers. Now, we’re taking it a step further by helping you assess your own retirement readiness. Are you wonde…

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28. My Word of the Year: Reset 13:27

26d ago13:27

13:27

After a busy year, it’s time to step back, reflect, and hit the reset button. This episode is all about embracing a fresh start and setting yourself up for success in 2025. If you've been feeling overwhelmed or stretched thin, this conversation will help you simplify, refocus, and move forward with clarity. Resetting doesn’t mean starting over—it m…

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27. Social Media Changes You Need to Know: January 2025 Updates 15:03

1M ago15:03

15:03

After over a month away I’m finally back and so excited to catch up with you all. This episode is jam-packed with all the latest social media updates for January 2025. From Instagram’s new grid format to Threads’ scheduling capabilities, every platform is shaking things up—and I’m here to simplify it for you. If keeping up with these changes feels …

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Retirement in Oil & Gas is About to Pick Up (Our Theory) - Ep. 95 32:14

1M ago32:14

32:14

For more information and show notes visit: https://bwmplanning.com/post/95 Over the past few years, we’ve seen significant volatility in the industry, including three major oil crashes and a historic rise in interest rates. These events have led to a unique situation where many professionals were forced into retirement earlier than planned, creatin…

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Lightning Pod: Oil & Gas Markets, Waymo, Bench Accounting - Ep. 94 38:46

2M ago38:46

38:46

For more information and show notes visit: https://bwmplanning.com/post/94 This week, Justin and Jared are back with another Lightning Pod - here’s what you can expect in this episode: Oil Super Majors Performance in 2024: We dive into the lagging share prices of major oil companies and discuss what this means for investors. With ExxonMobil being t…

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Energy Strategy with Jeff Krimmel - Ep. 93 56:57

2M ago56:57

56:57

For more information and show notes visit: https://bwmplanning.com/post/93 This week, we had the pleasure of welcoming Jeff Krimmel, a mechanical engineering PhD from Caltech and the founder of Krimmel Strategy Group. If you’re looking to deepen your understanding of energy strategy and market dynamics, this episode is a must-listen! In our convers…

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The Grantor's Guide: Effectively Passing Down Wealth - Ep. 92 39:55

3M ago39:55

39:55

For more information and show notes visit: https://bwmplanning.com/post/92 Last week, we explored the considerations for inheritors, but this time, we shift our focus to the responsibilities and planning topics that grantors need to keep in mind. Many of our clients find themselves in both roles, so understanding both sides of the equation is cruci…

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Inclusive Entrepreneurship Advocate: Unlocking Wealth for Underserved Entrepreneurs| E45 34:55

3M ago34:55

34:55

In this insightful episode of The Small Business Startup School, host Ola Williams sits down with Claudia Scott to explore the fine line between serving historically underserved entrepreneurs and ensuring inclusivity in broader entrepreneurial events. Claudia shares her journey from banking to becoming a passionate advocate for minority entrepreneu…

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26. How to Prep Your Marketing for Tax Season 15:58

3M ago15:58

15:58

This week, I’m wrapping up the year with tips to help tax professionals prepare their marketing for tax season. Tax season can be overwhelming, and marketing often gets pushed to the back burner. But taking a break can lead to disengaged audiences and a tougher time rebuilding momentum later. This episode is all about how to stay consistent—even wh…

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The Inheritor's Guide: What to Consider Before Expecting an Inheritance - Ep. 91 33:49

3M ago33:49

33:49

For more information and show notes visit: https://bwmplanning.com/podcast The first part of a two-part series where we explore the intricacies of inheritance from two perspectives: the inheritor and the gifter. This week, we focus on the inheritor's point of view, discussing why it’s essential for everyone—especially those in the oil & gas profess…

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25. How to Prioritize Activities and Increase Focus with Diana Alt 34:03

3M ago34:03

34:03

Focus and prioritization are essential skills for professionals and business owners who juggle multiple responsibilities. Identifying what’s truly important and dedicating time to it can be transformative for productivity and well-being. In this episode, I chat with Diana Alt, an executive coach and career growth strategist, about how to prioritize…

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24. Inside My First Big Event: Highlights from FinCon 9:42

3M ago9:42

9:42

This week, I’m sharing my experience attending FinCon 2024—a conference for financial creators in Atlanta, Georgia. From connecting with like-minded professionals to reflecting on my goals as a financial marketer, this episode gives you a behind-the-scenes look at my first in-person conference experience. In this episode, I chat about: Why I Attend…

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Inside Texas' $200 Billion Teacher's Pension: Lessons for Oil & Gas Investors - Ep. 90 36:58

4M ago36:58

36:58

For more information and show notes visit: https://bwmplanning.com/post/90 In latest episode of Financial Planning for Oil and Gas Professionals, Jared & Justin dive deep into the fascinating world of Texas's $200 billion Teacher's Pension Fund. Did you know that 1 in 20 Texans participates in this pension? That's millions of people relying on smar…

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23. Networking, Branding, and Building Trust with Toni Brown 33:05

4M ago33:05

33:05

Personal branding and networking are essential tools for professionals to grow and sustain their businesses. Authenticity, storytelling, and consistency are key to building a brand that resonates with audiences and stands out in competitive industries. In this episode, I chat with Toni Brown, founder of Sky Media Group, who shares her expertise on …

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22. Behind the Scenes Wrapping up the Year & Prepping for a New Year in Business 15:55

4M ago15:55

15:55

I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business. If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead. In this episode, I ch…

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Lightning Pod: Europe, Tipping Culture, and Searching for the Ideal City - Ep. 89 40:11

4M ago40:11

40:11

For more information and show notes visit: https://bwmplanning.com/post/89 In this week's episode, we dive into a variety of topics, including: ✅ Cultural Differences in Europe: Join us as we share personal experiences from a recent trip to Europe, exploring the unique cultural nuances we encountered in countries like Belgium, the Netherlands, Engl…

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21. What's Going on In the World of Social Media Marketing October Edition 14:34

4M ago14:34

14:34

What’s going on in the world of social media marketing? Social media marketing is constantly evolving, and staying up-to-date is crucial. Let’s dive into the latest updates across three major platforms: Instagram, LinkedIn, and Threads. These insights will help you understand what’s currently working on each platform and how you can use these strat…

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20. How to Find Work/Life Harmony for Increased Joy & Profitability with Simone Little 16:41

4M ago16:41

16:41

Do you want to know how you as an entrepreneur can find work-life harmony for increased joy and profitability? In this episode, I sit down with Simone Little. Simone shares her insights on blending personal and business goals, the importance of creating systems, and how to prevent burnout, particularly for financial professionals heading into busy …

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The Case Against Private Equity: What Investors Need to Know About Risks, Rewards, and Realities - Ep. 88 30:31

5M ago30:31

30:31

For more information and show notes visit: https://www.bwmplanning.com/post/88 In this episode of Financial Planning for Oil and Gas Professionals, hosts Justin Brownlee and Jared Machen dive into the case against private equity. Private equity investments can be an enticing option for investors seeking higher returns, but they come with a distinct…

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19. Tales of Finance: Storytelling Strategies for Financial Experts 11:39

5M ago11:39

11:39

What if your clients could see the real person behind the spreadsheets—what difference would that make in building trust? As a financial professional, how often do you share your personal journey or success stories with your clients? And when was the last time you thought about how your own story could help potential clients relate to you and choos…

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18. Marketing Before the Madness: Preparing Your Financial Firm for the Busy Season 16:09

5M ago16:09

16:09

Don’t wait until you’re overwhelmed to outsource your marketing. Invest the time now to ensure your marketing is not just surviving but thriving during peak seasons. In this episode of the Simplified Marketing Podcast, I discuss the importance of outsourcing your marketing strategy well ahead of your financial firm's busy season. In this episode, I…

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SECURE Act Updates: What Oil & Gas Professionals Need to Know - Ep. 87 27:54

5M ago27:54

27:54

For more information and show notes visit: https://www.bwmplanning.com/post/87 In this episode of Financial Planning for Oil & Gas Professionals, hosts Justin Brownlee and Jared Machen dive into the recent updates to the SECURE Act, focusing on changes affecting non-spouse beneficiaries and the implications for Required Minimum Distributions (RMDs)…

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17. How to Simplify Your Marketing with SEO with Stephanie Bilinsky 26:50

5M ago26:50

26:50

What is SEO? What does it mean? How does it work? How do you use SEO in your marketing? Learn how to Simplify Your Marketing with SEO. In this episode, I sit down with Stephanie, an SEO copywriter and founder of Brandscended. She helps small businesses connect with their dream clients by crafting high-quality SEO-optimized content that establishes …

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Mastering Money Management: Become Rich for The Price of Financial Literacy| E43 29:04

5M ago29:04

29:04

Continuing the series on money management, this episode delves into the essential knowledge about money that everyone needs. I discussed why financial literacy is as crucial as oxygen and how it empowers us to live better. You'll learn practical steps to improve your financial situation, regardless of your current income. Discover why wealth is mon…

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16. Real Talk: Templates & Onboarding 14:14

5M ago14:14

14:14

I used to run a segment called Real Talk Tuesday, where I shared the raw truths of marketing in a respectful way. I believe that “you don’t know what you don’t know,” and I think it’s time we dive into a couple of topics that need addressing. In this episode of the Simplified Marketing Podcast, we dive deep into two critical topics in social media …

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Onstage Presence Expert: Overcome Stage Fright with Internal Drive | E44 57:58

5M ago57:58

57:58

In this engaging episode, Loreta Tarozaite, an expert in enhancing onstage presence and on-camera confidence for entrepreneurs and executives, shares invaluable insights into practical habits for connecting with the camera, the psychology behind camera performance, and personal stories that highlight her journey and expertise. As a former TV news a…

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Investment or Enjoyment: The Real Cost of a Second Home - Ep. 86 43:48

5M ago43:48

43:48

For more information and show notes visit: https://www.bwmplanning.com/post/86 In this episode of Financial Planning for Oil and Gas Professionals, we dive into the complex considerations involved in purchasing a second home. We explore the decision from both an investment and lifestyle perspective, providing insights to help you determine if a sec…

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15. Why I Am Shifting to a Boutique Agency Model 16:10

6M ago16:10

16:10

I share some exciting updates and a new direction for my business. After taking a 5-week break from podcasting, I reflected on the importance of listening to yourself and making the best decisions for your personal and business growth—even when it means stepping away from the hustle. I dive deep into the concept of embracing change in entrepreneurs…

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Lightning Pod: Private vs. Public Schools, Resort Town Hyperinflation, and Real Estate - Ep. 85 34:06

6M ago34:06

34:06

For more information and show notes visit: https://bwmplanning.com/post/85 In this episode of Financial Planning for Oil and Gas Professionals, hosts Justin Brownlee and Jared Machen discuss their theory on resort town hyperinflation, do a residential real estate heat check, and delve into back-to-school financial topics. Challenges Faced by Resort…

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Optimizing Your Financial Legacy: Lessons from "Die With Zero" - Ep. 84 41:49

7M ago41:49

41:49

For more information and show notes visit: https://www.bwmplanning.com/post/84 In this episode, we discuss some thought-provoking ideas and share our insights on optimizing investments, lowering future taxes, and growing wealth. Here are three key takeaways from this enlightening discussion: 1. Intentional Spending and Memory Dividends One of the m…

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Mastering Money Management: Intro to Financial Literacy | E42 16:35

7M ago16:35

16:35

Welcome to our comprehensive introduction to money management! This episode identifies eight key steps to gain basic financial knowledge. We will navigate through seven detailed learning modules, concluding with an engaging game designed to solidify your understanding. Learn from a certified accountant with over two decades of experience, who share…

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14. My Marketing Strategy for August: Slowing Down 9:25

7M ago9:25

9:25

August is here and so is vacation time. During this episode, I discuss my plans to take a break in August from my business and marketing. I share my strategy for maintaining a minimal marketing presence and how to make the most of a summer hiatus. In this episode, I chat about: Importance of Taking a Break Scheduled Breaks Content Strategy for Augu…

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From $2.15/Hour to a $7.1 Billion Sale: The Story of Bob Phillips - Ep. 83 1:07:09

7M ago1:07:09

1:07:09

For more information and show notes visit: https://www.bwmplanning.com/post/83 In this episode of Financial Planning for Oil & Gas Professionals, we had the pleasure of speaking with Bob Phillips, a seasoned veteran with a 47-year career in the oil and gas industry. Bob shared his incredible journey, from his early days in Tyler, Texas, to his rece…

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13. Simplifying Your Email Marketing with Shannon Vonderach 31:09

7M ago31:09

31:09

Many business owners underestimate the power of email marketing. They often rely solely on social media to promote their businesses. But social media shouldn't be the only marketing channel you use. In this episode, I chat with Shannon Vonderach about all things email marketing and its essential role in business success. Join us as we explore the j…

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12. Diversify Your Marketing: Don't Put All Your Eggs in One Basket 13:11

7M ago13:11

13:11

Let’s talk about a critical aspect of your marketing strategy: diversification. Unlike a single-channel marketing strategy where you focus on one channel, such as social media, a diversified marketing strategy uses multiple ways of reaching potential clients. For example, you might use social media AND email marketing. In this episode, I dive into …

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Building a Successful Career in Oil & Gas w/ Terry Nixon - Ep. 82 51:51

8M ago51:51

51:51

For more information and show notes visit: https://www.bwmplanning.com/post/82 In this episode of Financial Planning for Oil & Gas Professionals, we had the pleasure of hosting Terry Nixon, a seasoned veteran in the oil and gas industry with a career spanning over four decades. Terry, who is also my neighbor in Fort Worth, shared his incredible jou…

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The Spirituality Expert: Recall Memories From Your Future To Discover Your Purpose | E41 57:57

8M ago57:57

57:57

A former construction company owner turned coach, Mark Scherer, shares his journey of self-discovery and transformation. Mark discusses the pivotal moments that led him to shift careers and how he helps others unlock their potential through consciousness and self-awareness. Mark delves into the fascinating concept of "recalling memories from your f…

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11. Enhancing Your Marketing with Video w/ Erika Jones 26:44

8M ago26:44

26:44

Video marketing is a powerful tool for financial professionals looking to enhance their marketing strategies. It allows you to showcase your expertise, personality, and business to a broader audience, making it a vital tool for connecting with clients outside your time zone or local community. In today’s episode, my guest, Erika Jones shares her ex…

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The Public Relations Expert: Engage Smaller Trade Associations For Visibility | E40 1:06:23

8M ago1:06:23

1:06:23

"Engage smaller trade associations for visibility!" says Public Relations (PR) expert Mickey Kennedy, founder of eReleases.com. With over 25 years of experience, Mickey shares valuable insights on how startups and small businesses can leverage PR to build credibility and visibility. In this episode, you'll learn about the significance of press rele…

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10. Simplify Your Schedule: Theme Out Your Workweek 13:55

8M ago13:55

13:55

As financial professionals, your days are often filled with client work and if you haven’t outsourced your marketing then marketing your business and all the other things we have to do as business hours. This is why simplifying your schedule and having dedicated theme days and time blocking can reduce the overwhelm you may feel. In today’s episode,…

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How to Break Up with Your Financial Advisor: A Guide for Oil & Gas Professionals - Ep. 81 26:35

8M ago26:35

26:35

For more information and show notes visit: https://bwmplanning.com/post/81 In this episode, we discuss an interesting situation forming in the financial advisor industry: while client retention rates are high, trust and satisfaction levels are not as impressive. This discrepancy suggests that many clients stay with their advisors despite feeling un…

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9. Simplify Your Content Strategy: Step-by-Step Guide to Building a Content Hub 17:43

8M ago17:43

17:43

Imagine walking into a chaotic bookstore where books are strewn everywhere with no clear organization. Frustrating, right? You'd probably leave without finding the book you wanted. Now, picture walking into a cozy, well-organized bookstore where books are neatly categorized by genre and author, making it easy to find what you need and enjoy your vi…

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8. Simplify Your Summer Marketing: How to Prep and Unplug 12:22

8M ago12:22

12:22

It’s easy to want to reduce your marketing this summer and just sit by the beach or pool all day. But stopping your marketing can be a big mistake. Even during the busiest seasons, or the lazy days of summer, nurturing your audience is crucial. Think of it like tending to a garden. Just as plants need regular care, so does your marketing. If neglec…

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The SharePoint Helpdesk Founder: Stop Inputting Data Into Spreadsheets | E39 53:42

8M ago53:42

53:42

Join Ola Williams in this insightful episode of the Small Business Startup School as she sits down with Therman Trotman, Founder of the SharePoint Helpdesk, to explore the transformative power of SharePoint for small businesses. Discover how SharePoint can eliminate human error, enhance collaboration, and provide clean, scalable data solutions, mak…

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Retirement Planning with Executive Compensation - Ep. 80 30:10

8M ago30:10

30:10

In this episode of FPO&G, Justin and Jared dissect how retirement planning is impacted by executive compensation. Should my investment allocation be changed due to the nonqualified stock options, deferred comp, and restricted stock that vest after retirement? Do Roth conversions still make sense as a retiree in light of my post retirement income? H…

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پادکست های Financial Professionals

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