بهترین پادکست های Divorce Mortgage Planning (2024)

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Ep. 562: Does everyone actually need a financial planner? 53:18

14h ago53:18

53:18

On this week's episode we discuss whether or not everyone really needs a financial planner.توسط Pete the Planner

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Election and Investing 38:58

19h ago38:58

38:58

Election and Investing – Senior Portfolio Manager Brian Regan joins Jeff Perry for a lively discussion about how the upcoming election may impact the markets and investors. The podcast starts out with a review of how the stock market has performed under prior Presidents. Brian shares detailed commentary of the likely economic outcomes of a Trump or…

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The value of trust and client experience, and investing in precious metals 29:09

1d ago29:09

29:09

Dan and Emily discuss the value of building trust as a financial planner and with a financial planner. They then go on to discuss client experience (in all forms fo business) and the importance of building an experience that exceeds the expectation of the client. Finally, they touch on precious metal investing and what it can and cannot accomplish.…

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Retirement Confidence 20:39

4d ago20:39

20:39

Retirement Confidence – In this episode, Chris Boyd and Jeff Perry discuss the 34th Annual Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald Research. Chris and Jeff dig into topics surveyed which include responses about Social Security, pensions, IRAs/401Ks, inflation, working after retirement and vari…

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Launching a Financial Planning Practice & Celebrating a Firmaversary 1:12:40

4d ago1:12:40

1:12:40

Dan tells the story of launching the practice that became MY Wealth Planners, and shares the many struggles and challenges that come not only with entrepreneurship, but the work of doing financial planning. TW: Mental health. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimenta…

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Ep. 561: The case for the 15 year mortgage 1:10:33

8d ago1:10:33

1:10:33

On this week's episode, Kristen, Dame, and Pete discuss they whys and why-nots of 15 year mortgages.توسط Pete the Planner

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What to ask before getting married, stay at home spouses, and experiences or things? 28:07

8d ago28:07

28:07

Daniel and Emily discuss important lifestyle and financial questions to ask a partner before getting married. They then turn to the topic of the financial pros and cons of stay at home spouses; and finally, they discuss the classic debate of whether you should invest in experiences, things, or perhaps a bit of both? Learn more about Wealth Planning…

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End of Year Planning 42:50

9d ago42:50

42:50

End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax strategies investors may wish to consider prior to the end of the year. Topics discussed are RMD’s, estate planning, life insurance, charitable giving, deferring income, accelerating expenses, capital gains/loss harvesting and Roth conversions. Chris also reminds eve…

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College Planning – Part 2 35:48

11d ago35:48

35:48

College Planning – Part 2 – Chris Boyd and Jeff Perry introduce part two from their recent College Planning webinar. In this segment, Chris and Jeff introduce Cozy Wittman of College Inside Track. Cozy offers her thoughts on how to find the best “fit” for your student in the college selection. In addition, Cozy outlines the financial aid process an…

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Ep. 560: Should you refinance a car loan? 1:07:26

15d ago1:07:26

1:07:26

On this week's episode, Kristen, Dame, and Pete discuss the falling interest rates should influence you to refinance your car loans.توسط Pete the Planner

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Having a second act in your career and deciding where to learn financial planning 34:07

15d ago34:07

34:07

This week Daniel (not Dan!) and Emily discuss having a second act in your career and what someone ten years into the workforce might tell themselves ten years ago, and some of the factors in deciding where to learn financial planning, and how short term compensation reductions can yield long-term skill-based dividends.…

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College Planning – Part 1 43:09

16d ago43:09

43:09

College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two episodes from their recent College Planning webinar. In this segment, Chris and Jeff discuss the current and future cost of college and whether college is still worth the cost. Chris and Jeff then turn to the different ways to save and invest for future college expense…

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The Survey Says; Retirement Lifestyle Study 39:43

18d ago39:43

39:43

The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle Study (linked below). The conversation begins with the survey’s top political concerns of the respondents as being inflation and taxes. Aya answers questions of the significance of elec…

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Tax Strategies and common pitfalls in Estate Planning 29:15

20d ago29:15

29:15

In this conversation, Reshma Shaik-Mortgage Agent, and Alynn Godfroy delve into the intricacies of estate planning, emphasizing its importance for everyone over the age of 18. They discuss the necessity of having a will and power of attorney, the implications of probate fees, and strategies to avoid them. The conversation also covers tax implicatio…

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Ep. 559: Arguing with each other for an hour 56:59

22d ago56:59

56:59

On this week's episode, chaos.توسط Pete the Planner

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Hiring staff, valuing a business, and selling a business 45:09

22d ago45:09

45:09

Dan and Daniel discuss the costs of hiring staff and things to consider as a business grows beyond its founder. They then discuss the challenges with valuing a business, and how that can spiral into greater difficulty when considering selling a business.توسط MY Wealth Planners

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Does China care about our elections? 39:02

23d ago39:02

39:02

Does China care about our elections? – China expert and Attorney Andrew Singer joins Chris Boyd and Jeff Perry for a timely discussion of whether China really cares who wins elections in the United States or is China most interested in division and disruption? In addition to the U.S. Election, Andrew responds to questions about Chinese life & cultu…

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Critical Financial Steps to Take Before You Retire 40:30

25d ago40:30

40:30

Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss a list of items that should be considered before you retire. On the top of the list is figuring out what role working part-time will play after you retire from your fulltime work. The conversation turns to Social Security planning and how it fits into the overall…

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Ep. 558: Pete returns to social media 54:35

29d ago54:35

54:35

On this week's episode, Pete teases his return to the socials.توسط Pete the Planner

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Divorce, division of assets, and time management for new financial planners 37:29

29d ago37:29

37:29

Dan and Emily discuss divorce and the necessity of working with professionals through the process, how to divide one of the largest financial assets many households have during a divorce, and wrap up with a discussion on time management and how time is spent at the start of a financial planning career.…

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Why Investors Missed Out on 15% 29:10

30d ago29:10

29:10

Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with an update on the opening of a new office location in Hyannis for the AMR Team. They also discuss the recent Federal Budget deal and what it may mean after the November election. Chris and Jeff next review a recent Morningstar article titled “How can investors capture…

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10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets 39:26

1M ago39:26

39:26

10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry asks Chris Boyd about a recent news article that Chris was quote in. The GoBankingRates article discusses how retirees can be prepared for inflation with forward thinking and some simple financial strategies (see article at the link below). Topics covered include Designi…

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Dark Side of Private Lending: Scams, Ponzi Schemes, and Investor Nightmares 41:22

1M ago41:22

41:22

In this episode, mortgage agent Reshma Shaik discusses the dark side of private lending, focusing on Ponzi schemes and financial scams that have affected many investors. Elizabeth explains why these scams occur, touching on common mistakes such as over-leveraging, inadequate due diligence, and lack of financial oversight. They emphasize the importa…

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EP: 39.24 - Jason Gordon, CDLP® and Rhonda Noordyk, CDFA 54:16

1M ago54:16

54:16

In this episode of the Divorce Podcast by the Divorce Lending Association, Certified Divorce Lending Professional (CDLP®) Jason Gordon interviews Rhonda Noordyk, CDFA®, a well-respected divorce financial strategist known internationally for pioneering a path for women to navigate the financial complexities of divorce. Together, they dive deep into …

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Federal Reserve rate cuts, dos and don'ts for your first home, and stock market vs. real estate. 43:17

1M ago43:17

43:17

Dan and Daniel discuss the impact of the Federal Reserve's "upcoming" (now passed) reserve rate cut. They then discuss the financial do's and don'ts of preparing to buy your firm home. They then wrap up what to do with extra savings: should you be investing in the stock market or real estate? The answer might surprise you.…

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The Fed, Interest Rates, and the Market 33:00

1M ago33:00

33:00

The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a lively discussion about the recent interest rate cut by the Federal Reserve. Chris asks Brian about the normalization of the yield curve and what it may be telling investors. Brian also responds to Jeff’s questions regarding fixed in…

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Planning Retirement Income 40:11

1M ago40:11

40:11

Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve into the complicated subject of planning income for your retirement. The discussion starts with a review of how pensions and social security can serve as the base of retirement inc…

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Ep. 557: Splitting things 50/50 in a divorce is more complicated than you think 1:00:36

1M ago1:00:36

1:00:36

On this week's episode, Dame and Pete discuss an email from divorcee who may not have gotten the best divorce settlement.توسط Pete the Planner

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Reverse mortgages, the upcoming election, and credit card points 32:15

1M ago32:15

32:15

Dan and Emily discuss how reverse mortgages work and where they're helpful or harmful, then how the upcoming election (won't) affect the market, and finally they discuss credit card points.توسط MY Wealth Planners

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What’s moving the markets now? 38:19

1M ago38:19

38:19

What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasonality of the stock market, the November election, potential of a government shut down, economic reports of the CPI, PPI, and unemployment, and the upcom…

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Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan 43:34

2M ago43:34

43:34

Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a compr…

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Is Your Retirement Plan Truly Future-Proof? What Most People Get Wrong About Financial Planning 27:23

2M ago27:23

27:23

In this episode, Reshma sits down with Alynn Godfroy, an experienced financial advisor who specializes in retirement planning. Alynn shares her expertise on when to start thinking about retirement, the importance of saving early, and how to navigate through the complexities of retirement savings plans. Alynn and Reshma dive deep into topics such as…

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Ep. 556: Are youth travel sports worth it? 58:14

2M ago58:14

58:14

On this week's episode, Kristen, Dame, and Pete discuss the outlandish costs of youth travel sports. Kristen goes back in time to adopt Pete's perspective from 10 years ago.توسط Pete the Planner

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Will social security last, can you take money out before 59 1/2, and how to pay for long term care 30:29

2M ago30:29

30:29

Dan and Daniel discuss the potential funding shortfall for Social Security in 2035. Daniel then asks under what conditions you can distribute retirement funds before reaching the fabled 59 and a half. They wrap up on the topic of how to pay for long term care expenses.توسط MY Wealth Planners

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Aging Plans with Annalee Kruger 44:08

2M ago44:08

44:08

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an important discussion of when and how a comprehensive Aging Plan should be developed. Topics covered include “Red Flags” that family members should look for with aging family members, when and how…

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International Day of Charity 39:31

2M ago39:31

39:31

International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make charitable donations. The duo has an active dialogue about the pros and cons of Donor Advised Funds, Ch…

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The experience of becoming a financial planner 22:32

2M ago22:32

22:32

Daniel interviews Emily about her first year working in a financial planning firm, including everything from her interview experience to learning about financial planning and studying for her Series 65 licensing exam.توسط MY Wealth Planners

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Alphabet Soup 37:37

2M ago37:37

37:37

Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a wide-ranging conversation about the impacts of recent items in the legal and political news, including the Corporate Transparency Act, Non-Compete Agreements, the Moore vs United States decision on unrealized gains being taxable, and the new rules on how listing and buyer real…

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Ep. 555: All balances being equal, should you payoff student loans, credit cards, or car loans first? 1:02:01

2M ago1:02:01

1:02:01

On this week's episode, Kristen and Pete talk about why different types of debt are, well, different.توسط Pete the Planner

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Take a moment, step back, and ask how do I want to be remembered? 27:04

2M ago27:04

27:04

Take a moment, step back, and ask how do I want to be remembered? While most of us don’t wish to contemplate our own death, doing the necessary estate and financial planning and having the appropriate family conversations can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd and Jeff Perry share experiences and clie…

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Ep. 554: Big inheritance, shocked into retirement? 50:22

2M ago50:22

50:22

On this week's episode we consider whether or not a person should retire based on a surprise inheritance.توسط Pete the Planner

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Understanding the Impact of Interest Rate Cuts on Toronto's Real Estate Market 2024 8:00

2M ago8:00

8:00

Wondering how the Bank of Canada's rate cuts could impact your next move in the Toronto, GTA real estate market? what it means for homebuyers and sellers. From a shifting buyer’s market to the timing of your decisions, this episode is your go-to guide for navigating these changes. Whether you’re ready to act or still weighing your options. https://…

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401k or IRA after the match, should you buy whole life insurance, and foreign assets. 38:05

2M ago38:05

38:05

Dan and Daniel discuss whether you should max out your 401(k) after you've hit your employer's match or should fund an IRA. They they discuss whether younger folks should buy a whole life policy and why they're sold them so often. Finally, foreign investments: Assets or albatross?توسط MY Wealth Planners

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Why we ask the questions we ask 34:11

2M ago34:11

34:11

Why we ask the questions we ask – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant to the creation of a financial plan. The conversation starts with the first meeting which Chris calls the “getting to know you meeting” and follow up document gathering. Subjects covered inclu…

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Estate Planning 28:27

2M ago28:27

28:27

Estate Planning – With all the changes to the laws regarding estate planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to the program. The conversation starts out with some basic estate planning techniques. The topics evolve into an in-depth dialogue on Trusts, Secure Act, Tax Cuts & Jobs Act, and Roth Conversions. Att…

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Ep. 553: The new real estate commission changes are WILD 1:06:08

2M ago1:06:08

1:06:08

On this week's episode, Dame, Kristen, and Pete are joined by real estate wizard Jimmy Dulin. We knew there were major real estate contract changes, we had no idea how big the changes are.توسط Pete the Planner

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Expenses to save for, when holding cash is a good idea, should financial planners be therapeutic? 44:18

2M ago44:18

44:18

Dan and Daniel discuss the expenses people fail to plan ahead and save for at various phases of their lives. They then chat about reasons to hold onto cash and how to do so, including for emergencies, short term goals, and retirement. Finally, Daniel asks the question: Should financial planners be more therapeutic in their delivery of services?…

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Is Money the Main Concern of Retirement? 44:50

2M ago44:50

44:50

Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this episode with a review and commentary on the economic news of the week, including PPI, CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the non-financial aspects of retirement planning, including deciding how you will allocate new found time in retir…

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Planning for College-Cozy Whitman 42:02

2M ago42:02

42:02

Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff Perry to discuss the many challenges of planning for college. The conversation starts out with an announcement that the Free Application for Federal Student Aid (FAFSA) will not be available on the scheduled date of October 1 st . Topics covered during the podcast…