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Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personal—and incredibly difficult. More Than Money: Real-Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives.

In Zuckerbrot und Peitschenspiele sprechen Stephanus und Simon über die Themen, die ihre Welt bewegen: moderne Technologie – besonders alles rund um Microsoft –, Smarthome‑Experimente, digitale Trends und das aktuelle Weltgeschehen. Mal tief nerdig, mal herrlich alltagsnah, aber immer so erklärt, dass auch weniger technikaffine Zuhörende mitkommen. Hier treffen fundiertes Know‑how, ehrliche Diskussionen und eine gute Portion Humor aufeinander. Wenn du Tech liebst, gerne lachst und Lust auf zwei authentische Stimmen hast, die nichts beschönigen, aber alles einordnen – dann los!

Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it's quite possible I've experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box experts.

An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on this retirement podcast, I'll answer BIG financial questions and help you "stay wealthy" in retirement.

Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes – we’re about to level up how you market your financial services. Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency owner implementing successful marketing plans for growth-focused advisory firms. Every ...