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Podcasts

Educational Content for Consumers, Provided by Fiduciary Advisors
and/or About Fiduciary Advisors and Fiduciary Standards

The Bogart Effect: A Wealthy Wisdom Podcast with host James Bogart

6/10/2024

 
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​The Bogart Effect: A Wealthy Wisdom Podcast is the official podcast of Bogart Wealth, featuring founder and CEO James Bogart, CFP®, ChFC® and his team of financial advisors and special guests having candid conversations about everything related to personal finance. Each will share personal stories and experiences, with the goal of taking a fresh look at what saving and planning for the future looks like. Tune in for insightful takeaways that you can apply to your own financial life! The audio episodes will be available on Apple, Spotify, and wherever else you get your podcasts, while video versions of each episode will be available on YouTube.

Listen to The Bogart Effect: A Wealthy Wisdom Podcast.

Modern Family Finance Podcast: Focusing on the challenges and opportunities that women and LGBTQ individuals encounter with host Jennifer Dazols, CFP®

4/29/2024

 
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Jennifer Dazols, CFP®, founder of Modern Family Finance, invites guests to share their wisdom on finances, careers, and life on her podcast that focuses on the specific challenges and opportunities that Women and LGBTQ individuals encounter.

​Whether you’re managing your career, starting a business, or preparing for retirement, Jennifer’s guests offer practical advice and friendly support. Tune in for insightful conversations that feel like chatting with trusted friends.

​Listen to the Modern Family Finance Podcast.

goRIA Fueled by Investment News with host Chuck Failla

3/27/2024

 
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​The goRIA podcast, fueled by InvestmentNews, covers everything financial advisors need to know about becoming an independent registered investment advisor. From choosing a custodian and building a tech stack to deciding whether to tuck into an existing RIA or build your own practice and everything in between. This podcast is designed as a blueprint for going RIA. 

 Listen to goRIA now.

Blue Chip Now! with hosts Dan Seder, Matt Mondoux, and Daniel Dusina

2/5/2024

 
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Blue Chip Now! is a weekly market analysis podcast from Blue Chip Partners. Hosts Dan Seder, Matt Mondoux, and Daniel Dusina share their industry knowledge and insights to help make sense of what’s going on in the markets, plus look ahead to what’s on the horizon so you can be better prepared. The trio also covers a variety of investment management, retirement planning, and executive compensation topics to help ensure you are getting the most life out of your wealth.

​Listen to Blue Chip Now!

Women On Top with host Haleh Moddasser

2/5/2024

 
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Welcome to Women On Top with Haleh Moddasser where the conversations focus on women, wealth, and social change. Haleh and her guests, who represent many different fields, engage in transparent conversations that reflect professional and personal struggles as well as accomplishments.

Some are making strides to address societal concerns. Others have chipped away at the proverbial glass ceiling. All are supporting the financial future and wellbeing of women. Through these conversations we learn about embracing a purpose and lifting others up while ensuring our own future success.

Listen to Women On Top with Haleh Moddasser.

The White Report with host Danielle White

2/5/2024

 
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This podcast, presented by Myriad Advisor Solutions, is designed to provide entrepreneurs – especially those in the financial services industry – with a myriad of ideas to help launch, grow, and expand their businesses. Hosted by Myriad’s CEO, Danielle White, The White Report spotlights special guests who have displayed a wealth of knowledge in business so that those with an entrepreneurial spirit can learn how to make the most of every opportunity from those who have already achieved success.

Listen to The White Report.

NAPFA Nation Podcast with host Marie Swift

2/5/2024

 
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Welcome to the NAPFA Nation podcast, brought to you by the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors.

This monthly podcast brings you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals.

Listen to the NAPFA Nation Podcast.

Keen on Retirement with host Bill Keen

2/5/2024

 
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​Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably?

​Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as he discusses money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.

Listen to Keen on Retirement.

Practical Wisdom with host Ken Robinson

1/4/2024

 
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In Practical Wisdom from the Alliance of Comprehensive Planners (ACP), host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.

​Listen to Practical Wisdom.

Invest With Clarity with host Mark Pearson

12/18/2023

 
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Mark Pearson and his team at Nepsis, Inc. believe that success in investing, as in life, is the result of absolute clarity. Invest With Clarity is a high-energy podcast, Mark and others from Nepsis share stories and provide clarity around investments in a way that just makes sense.
The content discussed is for informational purposes only. It is not a solicitation or recommendation for any securities that may be mentioned herein. Advisory Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor.

​Listen to Invest with Clarity.

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    Podcast content is provided by independent financial advisors and other professionals who are vetted by an editorial team.

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    Amy Braun-Bostich
    Bill Keen
    Blue Chip NOW!
    Blue Chip Partners
    Bogart Wealth
    Braun-Bostich & Associates
    Chuck Failla
    Daniel Dusina
    Danielle White
    Dan Seder
    GoRIA / InvestmentNews
    Haleh Moddasser
    Impact Communications
    Intentional Wealth
    Invest With Clarity
    James Bogart
    Jennifer Dazols
    Jonny Swift
    Keen On Retirement
    Keen Wealth Advisors
    Ken Robinson
    Marie Swift
    Mark Pearson
    Matt Mondoux
    Mindset Mastery
    Modern Family Finance
    Myriad Advisor Solutions
    NAPFA
    NAPFA Nation Podcast
    Nepsis
    Practical Wisdom
    Stearns Financial Group
    Swift Chats
    The Bogart Effect
    The White Report
    Women On Top With Haleh Moddasser

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