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Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
 
The 10-min break for Non-Conformist & Cosy Souls to create a lifestyle that cares for them. The Hygge Planner show supports you in: 🌟 Living by your own standards 🌟 Expanding your comfort zone 🌟 Being unapologetically confident on will 🎁 Want a gift? Visit https://www.thehyggeplanner.com/freebies 💕 Love what you listen? Now you can tip me at https://www.paypal.me/thehyggeplanner (Thanks a lot for your support)
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you’re a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
 
The Planners on Purpose podcast is created for ambitious and driven event planners that are looking to scale their productivity, get valuable time back in their day, and focus on their personal goals and aspirations. If you want to stress less to live more, Naomi will take you on a journey of self-discovery. She will help you to uncover your hidden strengths as a leader, become more productive, so you can live the life you desire while balancing your commitments.
 
Residential property is the only asset class we live in, it is where we raise our family’s, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are overloaded with information and one size fits all recommendations from the media, well-meaning friend ...
 
"Behind every planner, there is a person. Behind every person, there is a story", believes Jessica McWilliams, host of Planner Lifestyle Podcast. She presents weekly, hour-long episodes to bring a voice to the people behind the pretty planner pictures on Instagram. This planner podcast features conversations with people from around the planner community. Take a "look" into their planners and hear the stories they tell.
 
Listen to the SHSMD Podcast - Rapid Insights: for Health Care Strategy Professionals in Planning, Business Development, Marketing, Communications and Public Relations. In each episode we cover health care marketing tips, suggestions and best practices for health care marketers.
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
 
This is a podcast about becoming urban planners. Join Diego and Heather as they share their experiences studying Urban Planning and interview students, academics, and practitioners on what it's like to become an urban planner. We believe Jan Gehl said it best: "A good city is like a good party." So pick up a drink and let's talk cities. Music by Kevin Kwon @Richhhomiekwon Art by Mohammed Abdelkareem @mohammedabdelkareem
 
In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
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show series
 
Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians. Chad talked with Matt Fizell, CFP®, about starting his own firm at an astonishingly early point in his career, the privileges that made it possible, and his advice to young advi…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's market update #20, Dave, Cate and Pete take our listeners through: 1. Hobart median dwelling values Despite being the capital city with the smallest population, median home values in Hobart are higher than Brisbane, Perth, Adelaide, and Darwin. The trio explore the reason…
 
Bess from Lights Planner Action just celebrated her 5-year shop-aversary! She stayed up late to chat with us last week and catch us up on what life has been like this past year. We talk about memory keeping, spiral planners, popular sizes, and check-in on how she’s planning these days. You can find Bess at Lights Planner Action on Instagram & Faceb…
 
Nathan Astle is a board member for the Financial Therapy Association and is pursuing a master's in financial planning with a focus in financial therapy at Kent State University. He joins the show today to share how money conflict began in his life and how the topic of money was frightening to him while growing up. Listen in as Nathan discusses the …
 
Welcome to The Hygge Planner Show. In today's episode, I'm sharing how I use my planner for the new season 📌 the unconventional tip I used to overcome emotional overwhelm with a planner 📌 the simple principle to get things done when you feel burnt out 📌 what I do to remain calm & cosy even during a 4th lockdown Other links mentioned in this episode…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian push the podcast recording speed limits, talk news, and give answers to questions from our loyal listeners. Remember: In the first six months of 2021, we’re going to make over f…
 
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty around finding your way in the profession, your first job does not define you, instead, it sets you on a journey of discovery if you are willing to push yourself outside of your comfort zone. We cover: From ban…
 
If you’re someone with a lot of student loan debt, you’re probably more familiar with the negatives around interest rates. But borrowing money isn’t necessarily a bad thing, and interest rates are a much more interesting and important topic than you might think. I’ll break down what interest rates are, why they’ve been rising steadily in recent mon…
 
This week, Megan and Myra talk to Robin from @craftyplanner_queen all about the planner world and the struggles that come with being a Black creative. Then, we discuss a new podcast we have learned a lot from plus some listener reviews! Follow Robin on IG @craftyplanner_queen. Check out Robin's Patreon here! Check out Under the Influence with Jo Pi…
 
Have you ever been busy working, but not necessarily being productive? In this episode, I'll share with you three ways to be productive rather than spending your time being busy for the sake of being busy. Episode Highlights: Being busy is all about being occupied, but with what? You can be busy doing many things but are you moving the needle forwa…
 
Stephanie McCullough is the founder and CEO of Sofia Financial and co-host of the Take Back Retirement Podcast. She talked with Matt Fizell, CFP®, about building confidence in your work when you’re not a traditional advisor, what the financial planning conversation is lacking for women, and how to find and connect to the parts of the industry that …
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's ep#76, Dave, Cate and Pete take our listeners through: Market insights 1. March index results show the largest growth since 1988 CoreLogic property results are finally starting to show what we’ve been seeing on the ground since late last year. Every capital city is increa…
 
This week Megan and Myra discuss how we met our spouses, TikTok girl (yup she's still going), buying planner items for the sole purpose to resale at a profit, new releases, latest GoWild updates, and much more! Be sure when you share the show on social media to use the hashtag #plannersandwine. Thanks so much for your support! Check out our website…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian meet their technical problems face to face! Oh, and they also respond to questions from our listeners. Remember: In the first six months of 2021, we’re going to make over five f…
 
Julia Carreon is a digital executive, helping finance companies adapt to tech innovation. She spoke with Hannah Moore, CFP®, about the lessons learned from the GameStop rush, why the crisis was inevitable, and how the profession can better prepare for the next generation of investors.Bởi Financial Planning Association
 
With so much conflicting information out there about the student loan crisis, it literally pays to have some healthy skepticism when asking for guidance on your specific situation. Listen in as I share the five types of groups who you should be slow to trust when it comes to their advice on your student debt. In today’s episode, you'll find out: Wh…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's Ep#75, of the Property Planner, Buyer and Professor Podcast, Dave, Cate and Pete take you through: Market insights 1. NZ abolishes negative gearing Any properties purchased after Saturday 27th of March will not attract tax deductibility on the interest portion of the repa…
 
The conclusion to our 2 part to the 2021 Edition of the Anti-Haul List! Our big roundup of items includes various trends we see in planner world that have no place in our lives. Listen to hear our opinions on multiple planners, florals, and self care. Don’t miss our fictional big time offer that you don’t want to miss at the end of the episode. Aga…
 
Tracey Bissett is the founder of Bissett Financial Fitness, based in Toronto, Canada. With 20 years of experience in the financial services industry, Tracey joins the show today to share her journey from joining the bank channel after graduation to creating a new venture that melded all of her interests to coach entrepreneurs and young people on th…
 
WakeMed Health & Hospitals, a large and growing health system, chose a mobile wayfinding platform to improve access to care and engage with patients at each step of their journey before, during and after care. The app guides patients to their point of care with step-by-step directions and provides access to the right resources to meet their health …
 
Big thanks to Erica for suggesting this topic. It's a pleasure to share ideas, insights, or perspective around a theme like this. DISCLAIMER: this episode contains controversial opinions. Listener discretion is advised. Welcome to The Hygge Planner Show. In today's episode, I'm sharing about 📌 why work/ life balance is the new Unicorn on the block …
 
This time around Urban sits down with a glass of scotch while Yvgenii goes for the whiskey as they talk about Art, Cheap Pens, Good Inks, and New Designs. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a site wide coupon. Thank you to Pen …
 
This week, Megan and Myra are joined by Caitlin and Leann from the Spiced Chaos podcast. We discuss the Ivory Paper Co controversy, brands speaking out for social justice and so much more. Listen to us on the Spiced Chaos podcast here! Be sure when you share the show on social media to use the hashtag #plannersandwine. Thanks so much for your suppo…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian are digging back into the mailbag to respond to real questions from real listeners. We love talking directly to our tribe! Remember: In the first six months of 2021, we’re going…
 
Zaneilia Harris, CFP®, is the president of H&H Wealth Management and author of Finance 'and Stilettos: Money Matters for the Well-Heeled Woman. She speaks with Hannah Moore, CFP®, about inner and outer signals that have helped her find her way in her career, and her vision of the legacy she wants to leave.…
 
The American Rescue Plan, signed into law on March 11, makes student loan forgiveness tax-free until the end of 2025. That’s a big deal for borrowers on long-term forgiveness. I talk about the implications of this game-changing provision and addresses several potential questions and concerns from our listeners. In today’s episode, you'll find out: …
 
In this week's Ep#74, Dave, Cate and Pete take you through: Market insights 1. ABS and Core Logic data reinforces strong growth for 2021 According to ABS data for the December quarter of 2020, each capital city recorded growth between 2.6% and 3.4% which is between 10%1 and 15% annualised. CoreLogic data, which is more recent, for start of this yea…
 
It’s Simple Math, 1 + 1 =3. The combination of demand generation and branding is an unrecognized powerhouse. Demand generation touting features and benefits will no longer build long-term business. We’ll share BVK’s roadmap for an integrated strategy incorporating values-based brand building coupled with demand generation through cultivating leads …
 
Colleen Hallinan is the founder of Qii Consulting in Sedona, AZ, and she has had quite a unique journey in the financial planning industry—actually entering the profession on Black Monday in 1987. She joins the show today to share her experience, including how she had success selling 401(k) plans and began coaching and consulting with financial adv…
 
Every one’s favorite annual list…the Anti-Haul List. This is our big roundup of items that just don’t fit into our little planner world. This is a two parter! This episode is a bit of a primer for part 2, but you will get 1 from each of us. Special thanks to our special guest Elizabeth also known as The Joy Journal! Come to the Facebook group to sh…
 
This week Megan and Myra sits down with the owner and creator of Notiq, VJ, to discuss how Notiq came about and what's to come for the brand! We also discuss the latest in the planner community and celebrity garbage. Be sure when you share the show on social media to use the hashtag #plannersandwine. Thanks so much for your support! Check out our w…
 
Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and how being the only female her age at a PFS conference sparked the idea of creating an online community for young women in financial planning. Chanelle is not out to man bash, she is hugely appreciative…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian haven’t the foggiest about what’s going to happen! Hey, it happens to all famous people. Remember: In the first six months of 2021, we’re going to make over five families’ finan…
 
Wondering what’s going on with the financial markets? I’m joined by consultants Rob Bertman CFA, CFP® and one of our newest consultants, Molly Laughter MBA, CFA, CFP® to examine whether we’re in a bubble. The three of us have a variety of experiences handling billions of investment dollars. We’re doing a technical deep dive into what is going on wi…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's Ep#73 of the Property Planner, Buyer and Professor Podcast, Dave, Cate and Pete take you through: Market insights 1. Business confidence reaches decade highs According to the NAB monthly business survey, business confidence rose further in February to reach 16 index point…
 
Coleburn Spence is a financial advisor at Soundview Advisors in Seattle, Washington, and he joins the show today to share what ignited his passion for financial planning at the young age of 15. He also opens up about why he chose to attend a university that had a CFP program—but not declare financial planning as his major right away—and how he pivo…
 
This week’s guest on the Financial Planner Life podcast is Jessica McGuigan from Critchleys. Jessica left school at 17 and like many school leavers did not have a clue what she wanted to do with her life, she worked in bars and restaurants for several years and at 19 became a Mum. Needing a job that offered security she landed a 6-week contract in …
 
Welcome to The Hygge Planner Show. In today's episode, I'm sharing about 📌 a brand new season of podcasts 📌 what happened to me and the hygge planner since 2020 📌 what you can expect/ what I changed since last april Loved this episode? Forward to your beloved ones, leave a comment, or drop a line with a next topic you'd like to see at clientcare@th…
 
This week, Megan and Myra spoke with Sarah Hart-Unger of @ShuBox_plans about podcasting, raising a family and doing all the things! Then, we discuss The Day Designer, Villabeautiful releases and more!Be sure when you share the show on social media to use the hashtag #plannersandwine. Thanks so much for your support!Check out our website Plannersand…
 
We want to answer your questions about money. Email us and you may hear yours on the air: askpete@petetheplanner.com This week on the Pete the Planner Show, Pete and Damian do a lightning round review of industries to see how they might fare in the recovery of our economy! Remember: In the first six months of 2021, we’re going to make over five fam…
 
Did someone say “tax party?” I’m joined by Lauryn, Meagan and Dan, one of our newest consultants, on the podcast to discuss taxes. We talk about 2020 taxes and things to keep in mind as 2021 unfolds, including the student loan interest deduction, best practices for your traditional or Roth IRA in 2021, how to make full use of the small business ded…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's market update #19 of the Property Planner, Buyer and Professor Podcast, the team discuss “Property values rise at the fastest rate in 17 years, which locations are outperforming, emerging trends and more". Dave, Cate and Pete take you through: 1. The February results are …
 
Krista Sheets is the President of Paragon Resources, a practice management consulting and training firm that works exclusively within the financial services industry. She joins the show today to share her passion for better understanding personnel behavior and teaching businesses and individuals how to succeed in their professional and personal liv…
 
Many healthcare organizations are built on solid foundations of providing care to all segments of the population. But, in 2020, many realized that they might not be telling that part of their brand story to the right people at the right time. For organizations that have a true mission to serve multi-cultural segments, understanding the values of th…
 
“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don't talk about it!” Today’s guest on Episode 36 of the financial planner life podcast is Steven Pyne, one of the founding partners at Holden and partner in London, a directly authorised firm with £500,000,000 of asse…
 
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