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Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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Informed Decisions Independent Financial Planning & Money Podcast

Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)

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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Top Shelf Talks is a place we bring Real Experts, Relevant Trends, and Real Opinions Information. Financial Planning Market Updates Current Events History Sports and other things going on. Check us out weekly, new Episodes Drop Every Wednesday at 12:30pm ET.
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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Dollars&Sense Nelson Financial Planning

Joel Garris of Nelson Financial Planning

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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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Learn all about investing in real estate in Independence, Missouri with a combination of real estate financial planning and modeling with numbers specific to Independence plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Independence).
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Learn all about investing in real estate in Fayetteville, North Carolina with a combination of real estate financial planning and modeling with numbers specific to Fayetteville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Fayetteville).
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show series
 
Learn the secrets to real estate investor bookkeeping and accounting in Metairie. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing fina…
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In this week's episode: We look at GM: Revenue in 2024 strong GM Financial revenue is increasing What is GM doing in EV market? Is the price point right for you? Would you invest in a GM product? We would also like to hear from you on future casts and tips you like for us to talk about in 2025. Please just email us at topshelftalks@yahoo.com. #Podc…
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Planning for, and subsequently living (!) a dignified and choice-filled retirement is the biggest financial goal many of us have, or will have. It’s also a journey of uncertainties, and one of the biggest uncertanties is market volatility, both positive and negative. We have experienced such positive market growth in the past 2 years in particular.…
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In this episode of "Two Quants and a Financial Planner," we break down some of Warren Buffett's most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We start by discussing whether Buffett truly deserves the "GOAT" (Greatest of All Time) title in investing, drawing some interesting parallel…
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Zach Keister joins Joel Garris for an in-depth discussion on the essential tools you need to achieve your financial goals successfully. 💼 They explore the serious consequences of improper budgeting and offer insights on how to avoid common pitfalls. 📊💡 Moreover, they delve into the latest legal developments regarding the necessity of putting your w…
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​​Discover why it’s not just okay—but essential—to spend your money with intention! In this episode, Certified Financial Planner Mike Morton shares how to break free from the save-every-penny mindset and embrace spending as a tool for joy, connection, and meaningful investment. From saving for special occasions to creating lifelong family memories …
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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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We’re joined by Dan Buettner, National Geographic Explorer and founder of Blue Zones LLC, to discuss the keys to longevity, purpose, and living a healthier, more fulfilling life. A New York Times bestselling author, Guinness World Record holder in distance cycling, and Emmy award-winning Netflix series creator, Dan shares insights on living a longe…
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Today, Brian Wayne from LifeGuide Financial Advisors joins Ben Matinek to explore integrating Christian principles into financial planning, emphasizing faith, stewardship, and intentional living. Drawing on themes such as evangelical poverty, detachment, and trust in God’s providence, the discussion highlights the importance of aligning finances wi…
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Learn the secrets to real estate investor bookkeeping and accounting in Brownsville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wha…
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Learn the secrets to real estate investor bookkeeping and accounting in Centennial. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Boise. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is t…
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Learn the secrets to real estate investor bookkeeping and accounting in Worcester. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Lafayette. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Tallahassee. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wha…
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Learn the secrets to real estate investor bookkeeping and accounting in Seattle. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Milwaukee. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Westminster. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wha…
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Learn the secrets to real estate investor bookkeeping and accounting in Anchorage. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Irving. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is …
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Learn the secrets to real estate investor bookkeeping and accounting in Lewisville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Huntsville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Spokane. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Minneapolis. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wha…
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Learn the secrets to real estate investor bookkeeping and accounting in Irvine. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is …
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Learn the secrets to real estate investor bookkeeping and accounting in Evansville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Knoxville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Louisville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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Learn the secrets to real estate investor bookkeeping and accounting in Billings. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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Learn the secrets to real estate investor bookkeeping and accounting in Fayetteville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wh…
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Learn the secrets to real estate investor bookkeeping and accounting in Abilene. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Mobile. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is …
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Learn the secrets to real estate investor bookkeeping and accounting in Syracuse. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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Learn the secrets to real estate investor bookkeeping and accounting in Rochester. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Clarksville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wha…
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Learn the secrets to real estate investor bookkeeping and accounting in Vancouver. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Chicago. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Cheyenne. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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Learn the secrets to real estate investor bookkeeping and accounting in Nashville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Albany. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is …
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Learn the secrets to real estate investor bookkeeping and accounting in Independence. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wh…
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Learn the secrets to real estate investor bookkeeping and accounting in Memphis. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is…
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Learn the secrets to real estate investor bookkeeping and accounting in Sunnyvale. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What …
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Learn the secrets to real estate investor bookkeeping and accounting in Jacksonville. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? Wh…
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Learn the secrets to real estate investor bookkeeping and accounting in Glendale. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What i…
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Learn the secrets to real estate investor bookkeeping and accounting in Tempe. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is t…
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Learn the secrets to real estate investor bookkeeping and accounting in Chesapeake. This class is Module 18 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What…
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TL;DR - Too Long; Didn't Read - "The Dichotomy of Goals" In our new TL;DR series episode, Jake reads his article where he discusses the importance of setting goals in financial planning while acknowledging the unpredictability of the future. Also emphasizing that financial goals should prioritize happiness and life satisfaction over accumulating we…
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