Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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The largest insurtech podcast going on 500+ episodes. This is not your grandpa's insurance industry!
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A podcast about everything Nerd and Geek related. We will be interviewing nerds about nerd culture and money. Cover art photo provided by Bia Andrade on Unsplash: https://unsplash.com/@biawashere
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Podcast by The Property Nerds
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Commentary from Michael Kitces on Financial Planning News & Strategies
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Personal finance experts Ben Barlowe and Ernie Reppe get nerdy with numbers as they share budgeting tips, strategies for categorizing transactions, and lessons learned from using the revolutionary budgeting system known as You Need a Budget.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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The Nerd Marketing Ecommerce Podcast is a series of conversations about growing an ecommerce business. It's by CEOs and CMOs for CEOs and CMOs. Ecommerce veterans and 20-year operators Drew Sanocki and Michael Epstein deliver clear, actionable, data-driven strategies.
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Geek Loves Nerd was a marriage and family advice podcast from a CPA wife and her geek husband.
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Fake Money- Fake Advice
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Get motivated on your financial journey as you follow money nerd and financial coach, Tiffany Grant, as she strives to be debt free by 35! She makes complex financial topics surprisingly simple. You will get practical tips and tricks with an inside look at the strategies Tiffany and her guests use on a daily basis. Money Talk With Tiff gives you straight talk on all things money. This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy
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Fintech moves fast. But here at Fintech Takes, Alex Johnson and his rotating panel of guests move faster so that you can stay on top of the latest and greatest news in the industry without breaking a sweat. Welcome to Fintech Takes—the place where fintech’s biggest nerds come to sit back, relax, and completely geek out. Join Alex and a lineup of fintech’s brightest minds as they dissect what’s happening in fintech and banking. Each week, Alex and his guests recap the most interesting develop ...
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Electricity. Finance. Transportation. Our water supply. In Hack the Plant, podcast host Bryson Bort looks for answers to the question: Does connecting these systems, and others, to the internet leaves us more vulnerable to attacks by our enemies? We often take these critical infrastructure systems for granted, but they’re all becoming increasingly dependent on the internet to function. From the ransomware threats of Colonial Pipeline to the failure of the Texas power grid, it is clear our in ...
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Podcast by Jason Switzer, Janet Annesley & Leor Rotchild Produced by Andrea Bravo
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This podcast lifts the veil on all topics related to STEM in academia: research, teaching, writing, speaking, and other professional topics. Darren Lipomi is a professor of nanoengineering, chemical engineering, and materials science at UC San Diego. He obtained his PhD in chemistry from Harvard in 2010 (w/ George Whitesides) and was a postdoc at Stanford in chemical engineering from '10-'12 (w/ Zhenan Bao). He is a recipient of the PECASE and became full professor in 2019. Thanks to NSF CBE ...
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Join Bethany Bayless, a Mom and self-proclaimed personal finance nerd, every week to chat all things motherhood and money in this fun, upbeat show. Bethany Bayless interviews fellow moms and experts as they laugh, maybe cry, share fun stories, and encourage other moms as they navigate motherhood and personal finance. Welcome to The Motherhood & Money Show!
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It's 2023 and still only, like, one third of podcasts are hosted by women. Not sure about you, but here at The Pod Broads (https://www.poddraland.com/the-pod-broads-podcast) that is seen as some major BS. Join Alexandra Cohl as she interviews women in the podcasting industry about their life, their work, and how the two intersect -- because we're all multi-faceted human beings and women in this industry deserve to have their work and experiences highlighted in fun, deep, and reflective conve ...
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Welcome to the HRIS Careers podcast. A podcast specifically for Human Resources Information Systems (HRIS) Professionals. We always say, no one gets into HRIS on purpose, but it sure is interesting to find out how they did. We interview your HRIS peers to find out how they got tricked into the industry, and what lessons and tools they used to progress their careers along the way. We discuss industry trends, AI, and even talk candidly about all the most popular HRIS platforms. Welcome to the ...
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Health Care in Retirement Part Two
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How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTub…
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Health Care in Retirement Part One
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How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTub…
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Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme mu…
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Richard Look and Marcus Cudd of Insurance Media Exchange IMX - PIR Ep. 577
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Tony chats with Richard Look and Marcus Cudd of Insurance Media Exchange IMX. A great discussion about marketing in the insurance world. Richard Look: https://www.linkedin.com/in/rlook/ Marcus Cudd: https://www.linkedin.com/in/marcuscudd/ Insurance Media Exchange: https://insurancemediaexchange.com/ Video Version: https://youtu.be/okYMTqkL3k4 The G…
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Examining the Vicious Lifecycle of Fintech (ft. The Consumer Finance Podcast)
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On this super special bonus ep from The Consumer Finance Podcast, Alex joins Chris Willis and Jesse Silverman at Troutman Pepper to dissect fintech’s volatile lifecycle and its effects on bank-fintech partnerships. Have you ever wondered why a new fintech VC seems to magically appear in the spotlight every 4 to 7 years? The guys explain the technol…
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Millions of American seniors over age 65 are still working because their retirement savings are inadequate. I joined the CBS Evening News to examine how they reached this point, and what some can do to be better prepared. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jil…
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Masterclass In How To Recruit HRIS And Payroll Talent With Nick Day CEO JGA Recruitment
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In the latest episode of the HRIS Careers Podcast, hosted by Troy Wallace, we had the pleasure of speaking with Nick Day, the CEO of JGA Recruitment. Based in the UK, Nick’s firm specializes in Payroll and HRIS recruiting. Beyond his role at JGA, Nick is also a prolific content creator, hosting the popular The Payroll Podcast and The HR L&D Podcast…
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S8 E6: Bank Nerd Corner: What is the BSCA and What Can It Do?
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This week on Bank Nerd Corner, special guest and partner at Arnold & Porter, Jim Bergin joins the pod. Having worked for the Federal Reserve for 18 years, Kiah and Alex pry into his legal expertise to get answers to some lingering questions. Jim explains the history and purpose of the Bank Service Company Act, a law enacted in the 1960s in response…
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My sister and I are thinking about investing a triple net lease property. There would be good earnings and no work involved on our end. Do you think this is a good idea? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Good…
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Josh Levine, Founder & CEO at Cake & Arrow - PIR Ep. 576
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Tony chats with Josh Levine, Founder & CEO at Cake & Arrow. They are an experienced design and product innovation firm that works exclusively with the insurance industry. They partner with carriers, distributors, and service providers to leverage human-centered design and strategy throughout all stages of the product life-cycle. A great conversatio…
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Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff
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Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…
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I feel like it may be time to roll my IRA somewhere else with less fees. Should I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy pract…
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What does due diligence really mean?
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It always pays to do extra checks.On this episode of The Property Nerds, InvestorKit founder and CEO Arjun Paliwal returns after a stint away from hosting duties to focus on his health. Stressing the importance of always getting your check-ups, Paliwal turns his attention from exercising care on a personal level to an investment one, delving into t…
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I am 72 years old, still working, and planning to retire at the end of March 2025. Can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privac…
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MicroSkills: Small Actions, Big Impact Part Two
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This weekend I'm joined by Resa Lewiss and Adaira Landry to discuss their recently released book, MicroSkills: Small Actions, Big Impact. MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills th…
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MicroSkills: Small Actions, Big Impact Part One
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This weekend I'm joined by Resa Lewiss and Adaira Landry to discuss their recently released book, MicroSkills: Small Actions, Big Impact. MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills th…
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I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: …
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The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
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In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it. For full show notes, see kitces.com and thesocietyofadvice.com.
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How to Teach Kids About Investing with Maya Corbic | Ep. 330
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In this episode of Money Talk with Tiff, special guest Maya Corbic shares her insights on getting kids started with investing at a young age. Maya explains how parents can normalize money conversations with kids as young as 4 or 5 using simple concepts, then get them more involved around age 8 by explaining things like savings accounts, CDs, and st…
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Handling Increased Revenue Streams
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What's the most tax-efficient way to handle recent increases in cash flow? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: ht…
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Vishal Rohra, CEO at Kay.AI - PIR Ep. 575
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Tony chats with Vishal Rohra, CEO at Kay.AI. They are on a mission to save thousands of hours from agency-side insurance professionals by building AI Coworkers that work with your people helping you grow your book of business. Their AI Coworkers can work with your existing system whether it's EZ Lynx, Applied, Vertafore, or any carrier portal witho…
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S8 E5: Fintech Recap: The BaaS Multiverse of Madness, the CFPB’s New Earned Wage Access Rule, and a Brief Conversation on Brokered Deposits
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In this week’s episode of Fintech Recap, Alex is joined by Jason Mikula to discuss the latest news and trends in the fintech industry. What if BaaS Island wasn’t really an island at all, but the gateway to a multiverse filled by other BaaS Islands? That’s right — BaaS Island is fracturing as Jason and Alex venture into the multiverse. What’s going …
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Are we on track for retirement in 12 years? My projections say yes, but can they be trusted? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy p…
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#96 - Ask the Nerds: Grab Bag Edition
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Ben and Ernie get a handful of recurring questions that aren't quite big enough topics to make into their own episode, but nevertheless deserve to be answered! In today's show, they tackle some of those questions, including: What does Ben mean when he talks about the "matchy matchy game?" Helping kids learn to budget Should you have separate catego…
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Timo Loescher, VP of Strategy at DMI - PIR Ep. 574
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Tony chats with Timo Loescher, VP of Strategy at DMI. We have a GREAT conversation about the insurance talent crisis and how technology might help. Timo Loescher: https://www.linkedin.com/in/timoloescher/ Video Version: https://youtu.be/VOjJpXaEfHY The Growth Gear Explore business growth and success strategies with Tim Jordan on 'The Growth Gear. L…
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#FASuccess Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors, With Jaime Benedetti
Welcome everyone! Welcome to the 397th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Jaime Benedetti. Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 billion in asset…
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Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors With Jaime Benedetti
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Jaime Benedetti is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based out of Georgia and Louisiana that oversee a total of $1.2-billion in assets under management for approximately 900 households. Jaime's firm has uniquely expanded to over $1 billion in AUM over the last 20 years, largel…
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Stock markets plummeted in Europe and Asia, including a huge drop in Japan, over fears of a U.S. recession in the wake of a weaker-than-expected jobs report. How does this impact you? I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonm…
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Mike Mensch, Co-Founder and CEO at Agency Brokerage Consultants - PIR Ep. 573
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Tony chats with Mike Mensch, Co-Founder and CEO at Agency Brokerage Consultants. They are a merger and acquisition advisor to independent agencies. Mike Mensch: https://www.linkedin.com/in/michaelmensch/ Agency Brokerage Consultants: https://www.agencybrokerage.com/ Video Version: https://youtu.be/8kqiHyHvJkE The Growth Gear Explore business growth…
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The U.S. economy may be slowing down. The Labor Department announced 114,000 jobs were added in July, which is below the average of 215,000 jobs per month. Meanwhile, the unemployment rate rose again for the fourth straight month. I joined CBS Saturday Morning to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube:…
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#85 – Diet and exercise for grad students, postdocs, & early career researchers--fitness for nerds ;)
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As I've gotten older, more and more people make light (in a good way) about my apparent healthy habits (if only they knew the truth!). Herein, I describe the advice I would give, and which I might even follow myself (on a good day).
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Money and Markets With Kyla Scanlon Part Two
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This weekend I chat with Kyla Scanlon to discuss her book In This Economy?, an illustrated guide to the mad math and terrible terminology of economics. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodm…
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Money and Markets With Kyla Scanlon Part One
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This weekend I chat with Kyla Scanlon to discuss her book In This Economy?, an illustrated guide to the mad math and terrible terminology of economics. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodm…
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#84 – Changing your PI / advisor: How you know you may have to do it and how to find a new one
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Thoughts based on my years counseling students on changing your PhD advisor or PI and where you can find resources to assist in the transition.Darren Lipomi, PhDProfessor and Chair, Department of Chemical EngineeringUniversity of RochesterFormerly UC San Diego
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Did you know, when you hit age 73, most people have to start taking required minimum distributions, or RMDs, from their tax-deferred retirement accounts, like a traditional IRA or 401(k)? What does that mean for your money? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @j…
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Ruthie Thee Truth Guides Dads and Grads to Financial Wellness | Ep. 329
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In this episode, Tiffany sits down with Ruthie Thee Truth, an author, financial wellness coach, and expert in helping dads and grads navigate their financial challenges. Ruthie shares her unique perspective on the emotional and mental roadblocks that often prevent men from seeking financial guidance. She emphasizes the importance of creating a safe…
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Adjusting Portfolio for Retirement
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I am nearing retirement in the next couple of months and my current challenge is adjusting my portfolio as I make this transition. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more…
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S8 E4: Fintech F*cks Around and Finds Out
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Can you tell me how to get to FAFO Street? Jason Henrichs (CEO of Alloy Labs and host of the Breaking Banks podcast) certainly can, and he’s pointing the finger at, well, everyone. He and Alex have a laundry list of juicy questions for bankers, regulators, entrepreneurs, and investors. And even if they are unanswerable, the guys are doing their bes…
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If I were to take control of our retirement portfolios is there anything I should change or be aware of? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and o…
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Michael Fiedel, Co-Founder and COO at PolicyFly - PIR Ep. 572
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Tony chats with Michael Fiedel, Co-Founder and COO at PolicyFly, a specialty insurance focused policy management platform that is specifically distribution enabled unlike policy management systems of the past that were more back office enabled. It's fully capable of providing a fully digital experience for both underwriters and agents/brokers. Mich…
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Ep 396: Leveraging Business Coaches To Delve Deep Into A Divorce Specialization That Brings A Steady Flow Of Ideal-Fit Clients With Michelle Klisanich
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Michelle Klisanich is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based out of Minnesota that oversees $87-million in assets under management for 91 households. Michelle stands out by effectively applying insights gained from multiple business coaches throughout her career, enabling her to precisely target and market to he…
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Stressed by Approaching Retirement
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Retirement is quickly approaching, and while I should feel proud and happy, I can't help but feel scared and stressed. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about liste…
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Sean Merat, Founder & CEO at Owl.co PIR Ep. 571
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I chat with Sean Merat, Founder & CEO at Owl.co. They utilize advanced models in order to provide deterministic indications for insurance carriers to make really accurate claims decisions as quickly as possible. They are one of the leading claims intelligence tools and are now serving 14 of the top 20 carriers in North America. Sean Merat: https://…
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I joined CBS Mornings to discuss how American consumers are helping to boost the economy. The latest numbers show economic growth doubled to an annual rate of 2.8% in the last three months from 1.4% in the first quarter of 2024. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitte…
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