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Welcome to Riverbank Riches with Desmond Taylor where each episode is packed with financial wisdom to help you achieve a successful financial future. Desmond is a financial advisor with CLC Financial, based in Fayetteville, NC. We believe an informed client is the best client and that’s why you can expect solid financial education on this podcast with comprehensive coverage of topics like retirement, investing, income planning, IRAs, pensions, 401(k)s and much more. Contact Desmond via www.C ...
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Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®

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There are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market. But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It’s overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals. That’s why many step away from conventional financial thinking: It doesn’ ...
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Tune-in along with our 6,000-8,000 listeners each month for the Wealth & Wisdom! The wisest among us will tell us that money and wealth are important, but alone they will not make you happy or your life a success. Success and happiness require wisdom and wisdom comes from cultivating a learning mind set, a strong drive to always do better and by surrounding yourself with people who can teach or inspire you. Ben Law spent over 20-years working with successful business owners and farming famil ...
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, 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.
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Independent Financial Advice - Words of Wisdom and Guidance

Interface Financial Planning & Alan Moran

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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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show series
 
You have bad habits. We have bad habits. We're not here to judge. There comes a time in your life when you feel a compulsion to change a bad habit. Maybe you're in one of those times right now. If you don't act right away, that feeling goes away quickly only to resurface later without any change. Get ready to be inspired by Emily's story. She's a y…
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Notice anything different?.... The Financial Bloke Podcast has had a small facelift and is now called The AgriCoach Podcast! Everything else remains the same, the new name is just more aligned to what we do 🤩 And so, back to business... In this episode of the Wealth & Wisdom podcast, we embark on a journey into the realm of animal biotechnology, a …
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As the financial landscape continues to evolve, investors are seeking clarity and direction in an increasingly complex market. That’s why we wanted to bring on someone who is as tapped into what’s happening in the economy as anyone we know. Matt Heimann, CFA,is the Director of Asset Management at CreativeOne Wealth and he has a deep analytical expe…
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How do you like your adventures? On the edge? Only a little risk? Close to home? Far away? With family and friends? All on your own? Active? Relaxing? Financial? What??? Financial? Yes, financial adventures can be the best! Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and dreams? Join us for the adventure …
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Have you ever experienced the harsh reality of Parkinson's Law? Maybe it was in college where you crammed the night before a test when you could've been studying all semester. Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time. Have you ever tried using Parkinson's Law to build we…
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Welcome back to the Wealth & Wisdom Podcast, where we dive into the intricacies of tax planning with Russell Strack. Whether you've faced adversity in 2023 or enjoyed a profitable year, navigating tax obligations smartly is crucial. Russell shares insights on seizing opportunities for tax planning and optimising returns, especially in challenging t…
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The past few years have been marked by incredible volatility in the stock market, which has created plenty of uncertainty for investors. Just in the past five years, we’ve seen the market crash during COVID, high inflation and interest rates, and bonds falling sharply alongside equities in 2022. It’s no surprise that some people have chosen to stay…
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What do you do first when you wake up in the morning? What do you do first when you start your work day? What do you do first when you receive money? The answers to these questions reveal a lot about our hearts. In this episode, we reveal 3 positive results we saw when we changed what we do first when we receive money. Want to transform your money …
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Recently, Brandon added "An Authorized Infinite Banking Practitioner" to his status as a Bank On Yourself® Professional. Here's proof: https://infinitebanking.org/agents/neely758. Who better to share their perspective on what BOTH Bank On Yourself AND Infinite Banking bring to bettering your financial future? As Brandon shares in the episode, we do…
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Welcome to an inspiring journey of resilience and determination with our guest, Alice Mabin. From overcoming addiction and adversity to founding AgriShots, Alice's story is a testament to the power of grit and passion. In a world where challenges are inevitable, Alice's unwavering spirit and refusal to accept limitations inspire us to push boundari…
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Why are people of all ages so stressed about money? Is it because we're all screwed? Is it because of all the negativity that helps social media posts and news articles get clicks? Which financial services firm would you rather work with? (1) Head in the Sand Financial Services - "We deliberately refuse to accept the truth just like you." OR (2) He…
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Are you a 'HENRY' - High Earner Not Yet Rich? Some, despite earning six figures, still live paycheck to paycheck. There are too many potential causes. There's inflation, student loans, and pressures amplified by social media! Might the banking system or conventional financial strategies be to blame? Here's your chance to redefine 'HENRY' and get of…
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Join us as we dive into the vital aspect of family dynamics in business success. Just like a tractor with an oil leak, familial misalignment can wreak havoc on a business, often with catastrophic consequences. With guest Jill Rigney, founding director of The Right Mind, Ben explores the intertwined nature of financial and familial strength, asserti…
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This episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being. These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your fami…
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Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode. Here’s some of what we cover in th…
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In 2024, is it more difficult than ever to save money? Is it still important? Are we so trapped that the only cure is doom spending? Let's get some historical perspective - complete with legit charts and graphs! We reveal a future crisis that could be even bigger than the student debt crisis. Then, we turn to how to break the cycle without cash stu…
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Tune in to the latest episode of The Financial Bloke's Wealth & Wisdom podcast for a fresh take on family succession planning. Join host Ben Law as he shares the insightful recording of the recent Beef 2024 Next Gen webinar focused on empowering young individuals to navigate the intricate world of succession planning. Featuring esteemed panellists …
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What is the hardest and nastiest problem in finance? What would Nobel Prize winning economist, William Sharpe say it is? It's retirement income planning. More Americans turned 65 years old in 2023 than in any other year in American history. This transition of the baby boomer population into retirement impacts everyone and everything. Check out toda…
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Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to pr…
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What do you think is the most common mistake real estate investors make? See if we come up with the same answer in this episode. Hint: We mention Arthur Guinness of Dublin, Ireland. He's the legend behind Brandon's favorite beer. Plus, we share 3 crucial steps to avoid this common mistake. One of these steps includes a way to save thousands of doll…
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Join Ben today on a journey into the heart of family dynamics with communication expert Katie Godden, on this episode of The Financial Blokes Wealth & Wisdom Podcast. Ben and Katie delve into the often-overlooked yet critical role communication plays in the success — or downfall — of family enterprises. Ben and Katie explore the reasons why effecti…
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Is 'Lazy Money' still a concern in 2024's higher interestrate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds ina world where traditional saving methods are see…
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Many entrepreneurs face a dilemma of balancing financial stability and pursuing passion. First of all "balance" is too heavy of a target. How about a mix? Join Amanda as she lays out five core principles shaped as '5 P's' of combining passion and profit. The 5 P's offer a thoughtful blend of history, practical, and inspiration. Ready for a fulfilli…
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Watch this episode on YouTube: https://youtu.be/m45N7dByxPA What if you had a flowchart for your money? What if you could easily see how every dollar that enters your sphere flows through your ecosystem? Would you like to see someone else's flowchart too? In this week's podcast, we reveal the exact flowchart we use today. It's our 1-page money "tre…
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A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financi…
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Welcome back to The Financial Bloke’s Wealth & Wisdom podcast! Today, we're diving into the mysterious world of marketing, demystifying it for agribusiness owners who find themselves lost in the digital wilderness. As a rural producer, you've likely encountered the challenge of mastering things like websites, Facebook, Instagram, and Google Ads — t…
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Are you considering Profit First for your business or side hustle? Using Profit First but unsure how it'll work as you grow your revenue? Then, you'll love this episode where we revisit Profit First after fully using it for 5 years and seeing our business grow by leaps and bounds. We even share a couple hacks we use to save time and implement effic…
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This week, we talk about budgeting and why it can be a bit tricky. I (Amanda) will share my stories about budgeting, going all the way back to when I was in middle school. I'll also show you a budgeting app called Y.N.A.B. (You Need a Budget) and share my own way of using it. We'll also take you to the "Cash Flow Control Room," a safe place for man…
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In this episode, we will be delving into the often overlooked but crucial topic of general insurance for farmers, graziers, and business owners, which is fundamental to protecting assets effectively. To share his knowledge and shed light on the subject, General Insurance Specialist David Mathieson from Agripro joins the conversation. The key topics…
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In this week's podcast, we joyfully commemorate the ten-year anniversary of our Bank On Yourself® policy. Throughout the episode, we take a trip down memory lane, reflecting on the past decade and sharing insights into how we've evolved and flourished both personally and as business owners by embracing this transformative mindset. The impact of thi…
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Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and stable. Tune in and learn how to build a financial snowman that stands the tes…
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As your wealth grows, are you supposed to buy more expensive houses, cars, clothes and everything else? The advertisers and marketers certainly want you to. This episode is for everyone with a growth mindset who will have more money in the future than they do today. What does it look like to embrace clarity and joy as your wealth grows without feel…
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Stress-onomics – Is Stress or Burnout Impacting Your Profits? Welcome back to the Financial Bloke's Wealth and Wisdom Podcast. Today, we delve into the impact of stress and mental health on family agribusinesses and explore tools to build resilience. Stress, like an unnoticed oil leak, can lead to catastrophic consequences if ignored. I've encounte…
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In this week's podcast, we reveal 10 (Essential) Questions to Ask a Financial Planner. Curated over time, we hope that these questions will serve as a solid basis for you to come back and revisit in your lifetime. While we do not answer all of these questions, we give you wisdom as to the why these are great questions to ask and return to. We also …
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How does real, lasting change happen? We think most would agree that New Year's Resolutions are NOT the key to transformation. But what is? In this episode, we share 4 tips for making greater financial freedom possible in the future. The first one might surprise you. The second one might make you cry. The third one is often misunderstood. The fourt…
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In this episode, Ben is being interviewed by Sam Fryer, the host of A Place To Call Home Podcast, about some of the basics young entrepreneurs need to be aware of when starting out in business. Key Considerations for Young Entrepreneurs 1. Knowing Your 'Why' Highlighting the importance of understanding the motivation behind starting a business. Emp…
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In our latest episode, we share three helpful tips to help you end the year with more wealth. We explain that wealth is not just about money; it includes things like good health, strong relationships, and a positive mindset. It's important to consider our overall health when reflecting over the holidays, and contemplating upon the New Year to come.…
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In this week's podcast, we explore the different ways people face risks while trying to achieve financial freedom. We also look at the advantages and disadvantages of taking risks, helping you understand how to make decisions that are right for you. We discuss how feelings like fear and anxiety are inner-guides on your path, whether it's risk-takin…
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Welcome to our latest episode of the Wealth and Wisdom podcast! This episode was recorded live at the Young Beef Producers Forum in Roma where I interviewed my mate Geoff Birchnell of 3R Beef. You’ve heard me talk about succession planning a lot and it is a major challenge in the Ag industry. I have done a number of podcasts which have been hugely …
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Ashley Kelsey, CBI is a Senior Business Advisor with Transworld Business Advisors of Eastern NC and has worked with all types of business owners to connect them with the right buyers when they’re ready to exit. In this two-part series, we’ll talk in-depth about the business brokerage industry with this episode focusing on their process, success sto…
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In this latest episode, we dive into the exciting world of Financial Freedom. We explore clever shortcuts that can help people achieve their money goals faster and easier. ChatGPT joins the conversation to share its insights, making the discussion even more interesting. We examine our own thoughts and compare them to ChatGPT's, creating a fun and i…
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In this episode, I'm joined by the esteemed Brendan Rogers, leadership & performance coach and host of the Culture of Leadership podcast. Brendan takes us on a journey through his diverse background, from coaching football to leading in the corporate world. We delve into the essence of leadership, unravelling the importance of character development…
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Chaos is everywhere, especially in the holiday season. C.onfusion H.aphazardness A.nxiety O.verwhelm S.tress Catch this episode to hear our antidote for holiday shopping and gift giving chaos. No, it's not spend less (but you could). Perhaps chaos isn't in your holiday shopping and gift giving. Maybe it's with money. We apply the same antidote - an…
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If you asked someone in the late 1800s what Black Friday was, they’d point to Friday, September 24, 1869. We reveal why in this episode and how that original Black Friday impacts our stories today! Don’t worry, we’ll also talk about the current definition of Black Friday in both the US and the UK. As we continue our discussion, we highlight alterna…
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Having an exit plan for your business isn't easy and business owners struggle with this transition all the time. Today we're going to talk with someone from the business brokerage industry who helps connect buyers and sellers to find out how the process works, learn more about how it can alleviate some of the challenges facing owners, and hear a fe…
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Welcome to the latest episode of the Financial Bloke Wealth & Wisdom podcast! Today we have in IT specialist Joel Winters, to educate us and give us some tips for what we can all do to beef up our defences against Cybercrime. As we all know, Cybercrime is only getting more frequent and sophisticated and the Ag sector is by no means immune. In fact,…
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"Whole life is the most common form of permanent insurance. Premiums ... remain the same throughout the policy period." - financial planning textbook Does that mean whole life premiums are inflexible? We asked ChatGPT, "Are whole life premiums flexible?" CHATGPT said: "Yes, whole life insurance premiums can be flexible to some extent, depending on …
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Join us for a thoughtful episode where we unpack our 2023edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through ess…
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Do you know your financial freedom number? When will you have enough money to have a comfortable life even if you stop working? How will you know? There's the 4% rule. What about the updated 2.8% rule from Dr. Wade Pfau? One of the biggest fears of retirees is running out of money before they run out of life! We offer a recipe for financial success…
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In our latest episode, we have the privilege of sitting down with Ian McLean, director of Bush Agribusiness and co-author of the newly released "2023 Australian Beef Report". Fresh off the press, this report offers detailed current information on the financial and production performance of the Australian beef industry. During our conversation, Ian …
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