
Sign up to save your podcasts
Or


Financial planning is often tactical instead of strategic. CFP Jason Mirabella realized just a few years ago that there was a better way to accomplish financial planning, and already he's seen amazing results with clients. How does his process work? Where are people going astray with their plans? We'll talk to Jason all about the good, bad, and ugly of financial planning on today's show. We'll even talk about why he doesn't love budgets, and how he helps people plan their daily finances with a better method.
Of course that's not all....in our headline segment we talk to Tushar Yadava from iShares about Blackrock's second quarter review and third quarter outlook. Do they think this stock market run will continue? Can the economy continue to expand? He shares a surprising answer with us. Plus, we STILL have time to throw out the Haven Life line, bring on Doug's trivia, share some bad jokes, and lots more....
Huge thanks to Roofstock (check them out for real estate) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
By Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP4.4
19291,929 ratings
Financial planning is often tactical instead of strategic. CFP Jason Mirabella realized just a few years ago that there was a better way to accomplish financial planning, and already he's seen amazing results with clients. How does his process work? Where are people going astray with their plans? We'll talk to Jason all about the good, bad, and ugly of financial planning on today's show. We'll even talk about why he doesn't love budgets, and how he helps people plan their daily finances with a better method.
Of course that's not all....in our headline segment we talk to Tushar Yadava from iShares about Blackrock's second quarter review and third quarter outlook. Do they think this stock market run will continue? Can the economy continue to expand? He shares a surprising answer with us. Plus, we STILL have time to throw out the Haven Life line, bring on Doug's trivia, share some bad jokes, and lots more....
Huge thanks to Roofstock (check them out for real estate) and MagnifyMoney.com (when you're comparing financial tools like credit cards and savings accounts) for helping us with today's show. They're awesome companies and if you're not using them, I'm not sure you know what you're missing!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

3,563 Listeners

23,132 Listeners

1,257 Listeners

3,242 Listeners

1,949 Listeners

1,172 Listeners

801 Listeners

787 Listeners

1,330 Listeners

456 Listeners

534 Listeners

978 Listeners

1,786 Listeners

5,147 Listeners

10,186 Listeners

695 Listeners

2,965 Listeners

3,062 Listeners

6,468 Listeners

730 Listeners

450 Listeners

827 Listeners

202 Listeners

2,226 Listeners

2,944 Listeners

86 Listeners

356 Listeners

18 Listeners

62 Listeners

793 Listeners

3 Listeners

2 Listeners

7 Listeners