सर्वश्रेष्ठ Lisa Bonos पॉडकास्टस (2024)

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First-Generation Wealth Creators: Build a Better Financial Future with Luis Rosa – Episode #22 of NAPFA Nation 19:39

2d ago19:39

19:39

In Episode #22 of NAPFA Nation, host Marie Swift speaks with Luis Rosa, CFP®, EA, founder of Build a Better Financial Future. The discussion revolves around empowering first-generation wealth creators, particularly immigrants or children of immigrants, who often face challenges related to financial literacy and family obligations. Rosa highlights t…

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“Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf - Episode #21 of NAPFA Nation 17:59

30d ago17:59

17:59

In Episode #21 of NAPFA Nation, host Marie Swift interviews Britta Koepf, CFP®, ChSNC®, founder of Tranquil Path Financial Planning. The discussion begins with Koepf’s background and motivations for establishing her financial advisory practice, focusing on the unique challenges faced by families planning for the financial futures of both aging pare…

1
“Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone - Episode #20 of NAPFA Nation 17:22

2M ago17:22

17:22

In Episode #20 of NAPFA Nation, Christine Simone, founder and CEO of healthcare software company Caribou, and host Marie Swift delve into the vital intersection of healthcare and financial planning. As they explore the significance of healthcare in financial strategies, especially during pivotal life events like retirement, divorce, and job changes…

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“Lives Under Care: Using Dollars and Cents to Create a Rooted Plan” with Amy Irvine - Episode #19 of NAPFA Nation 33:06

3M ago33:06

33:06

In Episode #19 of NAPFA Nation, Amy Irvine of Rooted Planning Group, shares with podcast host Marie Swift her journey in financial planning. From rebranding her firm, empowering women in financial planning, attracting male clients too, promoting pay equity and DEI within the firm, building client relationships, creating an ensemble of talented wome…

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“See It, Be It: Advocating for Inclusion and Diversity” with Jordan Dyson - Episode #18 of NAPFA Nation 26:34

4M ago26:34

26:34

In Episode #18 of NAPFA Nation, Jordan Dyson, Manager of Associate Development at Buckingham Wealth Partners, talks with podcast host Marie Swift about her involvement in DEI (Diversity, Equity, and Inclusion) initiatives. Dyson advocates for greater inclusion and representation in the financial planning profession through various roles at Buckingh…

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“Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther - Episode #17 of NAPFA Nation 31:31

5M ago31:31

31:31

In Episode #17 of NAPFA Nation, Mike Walther, founder and President of Oak Wealth Advisors, talks with podcast host Marie Swift about working as a financial planning team focused on assisting families with differently abled loved ones. Walther's experiences with his autistic brother inspired the firm's focus on specialized financial planning. Oak W…

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“Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher - Episode #16 of NAPFA Nation 28:21

6M ago28:21

28:21

In Episode #16 of NAPFA Nation, Jeff Jones of Longview Financial Advisors, Abby Hasling of The Mather Group, and Stephen Fletcher of EVOadvisers, talk with podcast host Marie Swift about the many reasons they have volunteered their time and energy for NAPFA leadership roles over the years. The episode highlights the benefits of volunteerism and how…

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“Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson - Episode #15 of NAPFA Nation 22:21

7M ago22:21

22:21

In Episode #15 of NAPFA Nation, Steve Doster, a senior wealth advisor at Rowling & Associates in San Diego, and Michelle Wilson, an independent fiduciary advisor with Athens Impact Socially Responsible Investments in rural Ohio, talk with podcast host Marie Swift about the formation of NAPFA Pride, an affinity group for LGBTQ+ members. Each shares …

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“Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson – Episode #14 of NAPFA Nation 18:38

8M ago18:38

18:38

In Episode #14 of NAPFA Nation, David Flores Wilson, Managing Partner of fee-only wealth management and financial planning firm Sincerus Advisory, talks with podcast host Marie Swift about his experience representing his Guam in the 200-meter run at the 1996 Olympic Games in Atlanta, Georgia, and his involvement with the Lower East Side Girls Club …

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Embracing Imperfection, the Beauty of Failure and Zip Lock Bags to Catch a Thief 14:23

9M ago14:23

14:23

Ever felt like your imperfections are glaringly front and center? This episode is a heartening reminder that through those very flaws, the warmth of divine love and human connection can shine brightest. I'm Lisa Barry, and I'll regale you with stories where imperfection and loss give way to beauty and laughter. You'll hear about a bride's precious …

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Bono is Embarrassed about U2, Lip Gloss Mix-ups and the Joy of Perspective Flipping 13:15

9M ago13:15

13:15

Ever mixed up your lip gloss with your concealer? I, Lisa Barry, certainly have, and it's just one of the many delightful missteps I'll be sharing to show you how life's little blunders can actually be blessings in disguise. We'll chuckle over my cosmetic calamity before easing into the heartwarming tale of my friend Julia's encounter at a drive-th…

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The Power of Music in God's Hands and Embracing Your True Self 11:53

9M ago11:53

11:53

Ever found yourself laughing through tears or inspired by a tune that seemed to speak directly to your soul? I'm Lisa Barry, inviting you on a journey through laughter, personal transformation, and the stirring connections we find in faith and music. Today's episode explores the unexpected ways encouragement and humor play pivotal roles in our live…

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“Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera - Episode #13 of NAPFA Nation 25:01

9M ago25:01

25:01

In Episode #13 of NAPFA Nation, Matt Iverson-Comelo Executive Director of the 501(c)(3) non-profit organization Advisers Give Back (AGB), and Lisa Niera, CFP®, a fee-only wealth advisor with Corient, talk with podcast host Marie Swift about giving back through pro bono financial planning. Launched in 2020, AGB’s scalable online platform matches pro…

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Embracing the Season: Mammograms, Christmas Chaos, and the Comfort of Jesus 12:24

10M ago12:24

12:24

Ever had your heart flutter in a tense waiting room after a suspicious mammogram? Join us as we share our personal experiences of faith's comforting presence during these nail-biting times. We're also unwrapping the joyous chaos of Christmas pageants, revealing the secret purpose of that mysterious red-tipped bulb in your Christmas lights, and laug…

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“Intentional Visibility: Benefits of an Inclusive Workplace Culture” with Dana Wilson - Episode #12 of NAPFA Nation 25:46

10M ago25:46

25:46

In Episode #12 of NAPFA Nation, Dana Wilson, CEO of CHIP (Changing How Individuals Prosper) talks with podcast host Marie Swift about the benefits of building an inclusive workplace culture. CHIP is a B2B financial services marketplace that makes finding financial professionals of color easy. In this lively episode, they discuss the importance of c…

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Criticism: Friend or Foe? Thankful for....WHAT? Christmas music makes you drive too fast! 13:06

11M ago13:06

13:06

On today's podcast you'll hear about the first criticism I ever got in radio. It was a whole page long. What I learned that might help you too. Are you over Taylor Swift and Travis Kelce? Decorate your house for Thanksgiving for free. Could a certain Christmas song get you a speeding ticket? Maybe! Click here to hear The Lisa Barry Show on your com…

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“Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch - Episode #11 of NAPFA Nation 39:56

11M ago39:56

39:56

In Episode #11 of NAPFA Nation, Zach Teutsch, managing partner at Values Added Financial, talks with podcast host Marie Swift about helping “progressives” build financial lives they feel good about. Established in 2017, his fiduciary financial planning and wealth management firm is passionate about supporting people who want to leverage their wealt…

1
Marriage Stages: Romance then Misery? The worst thing to say to a single person. Why you might be depressed? What NOT to say to your kids 13:30

11M ago13:30

13:30

Singles Day....and the worst thing you can say to a single person! Someone said the stages of marriage are 1. Romance and 2. Misery. What???? Wanna learn a new habit, here's the best way! Why you might be depressed. And why your dog stares at you. Enjoy! Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work…

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Matthew Perry's Prayer, Should Lori Laughlin Be Forgiven? The Best Breakfast, 12:21

11M ago12:21

12:21

Matthew Perry prayed 2 prayers. One he regretted, and one he didn't. Somebody forgave Lori Laughlin and gave her a second chance. Find out who. I've got the best breakfast sandwich recipe for you! The habits of parents with a child genius! Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work for you.…

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Another Tragedy: God Takes Another Hit, Crash Landings, Is God Disappointed With Me? 13:31

12M ago13:31

13:31

Tragedies get harder and harder to explain from a Christian perspective. And do you ever wonder if God's disappointed with you? It's a real thing! We'll talk about it. Plus, what Suzanne Somers did that helped all of us. Ok, that's only a tiny part of all that's here, but it's better if you just listen. Click here to hear The Lisa Barry Show on you…

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Hope for you if your life is hard, Your 83 year-old role model today, Do you call radio shows? 12:34

12M ago12:34

12:34

Ever wondered why some people have such a hard life, and others seem to skip through with the greatest of ease? I've got hope for you if your life is hard. If you're looking for a role model, take a look at this 83 year old! And here's proof that God has more ideas and resources than you think. It's all coming up on today's highlight reel. Click he…

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“Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala - Episode #10 of NAPFA Nation 22:18

1y ago22:18

22:18

In Episode #10 of NAPFA Nation, Irfan Bhabhrawala, Owner and Lead Financial Planner at Arbor Financial, talks with podcast host Marie Swift about his career transitions – from a university setting to technology and consulting roles, plus real estate investments, to ultimately becoming the owner of a fee-only financial planning firm based in Ann Arb…

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Let's Be Brave! Losing Streaks, Consistency 101, If You Knew a Yes Was Coming, 15:31

1y ago15:31

15:31

On todays Podcast you'll find a lot of encouragement! Especially if you feel too scared to start something new, or if you have had so many setbacks you don't think you will ever snap your losing streak, and a picture I would like you to burn into your mind that will help you be more consistent than ever! Click here to hear The Lisa Barry Show on yo…

1
Taylor Swift should bring you hope, When a Pastor Insulted me, Hope for the People Pleaser 14:13

1y ago14:13

14:13

Here are a few highlights from the show this week. Including Taylor Swift (the surprising good news for you, what a pastor said that insulted me, hope if you're a people pleaser, presidential debates, and what happened to the boy who a teacher told would never learn to read. Click here to hear The Lisa Barry Show on your computer or smartphone. Pic…

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Show Highlights: When you don't feel appreciated. Jesus said, "are you ready to come home?" She said, "No!" I don't want to get involved! 17:30

1y ago17:30

17:30

Listen to some highlights of The Lisa Barry Show this week. How AI wins the day and might save your life. The Day I didn't feel appreciated and God said what? The rule one mom has whenever her kids ask to take her picture. Hope for you when you don't finish your craft projects. Having a hard time feeding the family good food, well you're not THIS b…

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God has a unique way of helping us get control over our words. It's genius! 1:37

1y ago1:37

1:37

The Bible says getting control over the tongue is one of the hardest things to do. But God, in his kindness, has given us a brilliant tool in the fight. Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work for you.द्वारा Lisa Barry

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The 3 criteria I used to help me decide who to marry. 0:54

1y ago0:54

0:54

We've all had lists of qualities we want in a mate. Once up on a time, my list had things like, 'must have swoopy bangs' and 'must love rom coms'. But once I grew up and my values changed, I came up with new criteria. See what you think. Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work for you.…

1
The day I thought tap dancing was a good way to take off baby weight. 1:13

1y ago1:13

1:13

Taking off baby weight is a chore. And if you're not a huge fan of traditional exercise, you might try something unconventional...like tap dancing. It sounded fun. I saw videos of people looking cool doing it, so I tried it. Hear how that turned out. Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work for…

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After 3 fruitless years of seeking answers for her son's pain, AI has the answer. 0:52

1y ago0:52

0:52

Some say AI will cure hundreds of diseases on it's own. There's one mom who believes that. Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work for you.द्वारा Lisa Barry

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How to respond to someone who's arguing with you about faith. 1:56

1y ago1:56

1:56

When someone on Facebook told me I was a fool to believe Christianity, I was tempted to start responding to every comment and link he sent. That's what I would have done years ago, but God showed me a much better way. Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work for you.…

1
The unnerving thing about 9/11 was that no one was ready. Let's Get Ready. 1:54

1y ago1:54

1:54

The events of September 11, 2001 caught everyone by surprise. No one was prepared for something like that. Someday another tragedy is going to happen and while we don't know what or where, we can be ready from an eternal perspective. Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work for you.…

1
Why staring off into space is a good thing! 1:05

1y ago1:05

1:05

When you catch yourself staring off into space, you probably chastised yourself for time-wasting. Next time, pat yourself on the back! Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work for you.द्वारा Lisa Barry

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How Sarah Young went from believing there is no God to writing Jesus Calling. 1:55

1y ago1:55

1:55

Sarah Young abandoned her faith in college because professors convinced her that life is random and meaningless. She was depressed but then found the writings of Francis Schaeffer. That changed everything. Click here to hear The Lisa Barry Show on your computer or smartphone. Pick the times that work for you.…

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Welcome to the podcast! I'd like to be your radio BFF! 17:29

1y ago17:29

17:29

Welcome to the Lisa Barry Show Podcast! This is the maiden voyage of the podcast and I'm excited to share some of the highlights of my radio show. If you need another BFF, I'm volunteering for the job. Let's talk about the crazy everyday stresses, and then go right into deep things of faith. I hope it becomes a little bit of companionship. Click he…

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“Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg - Episode #09 of NAPFA Nation 28:06

1y ago28:06

28:06

In Episode #09 of NAPFA Nation, Mark Berg, Founding Principal of Timothy Financial Counsel, Inc., talks with podcast host Marie Swift about a new type of firm and a new potential audience for financial advice that is awaiting the financial planning profession. Berg, the Founding Principal of Timothy Financial Counsel, Inc., has proven how this busi…

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“Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford - Episode #08 of NAPFA Nation 33:03

1y ago33:03

33:03

In Episode #08 of NAPFA Nation, one of the founding members and first president of NAPFA, Gary Pittsford, talks with podcast host Marie Swift about his involvement with NAPFA over the past 40 years. He highlights the growth and influence of NAPFA in promoting fee-only financial advice and attracting clients who prefer a fiduciary standard. Pittsfor…

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“Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank - Episode #07 of NAPFA Nation 35:39

1y ago35:39

35:39

In Episode #07 of NAPFA Nation, Glenn Frank, author of the popular book Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy, discusses the importance of brain chemicals in happiness and suggests a daily practice called the "smiling starfish" to increase happiness per dollar and hour. He also shares his four key takeaways on …

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“Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years” with Lydia Sheckels - Episode #06 of NAPFA Nation 32:07

1+ y ago32:07

32:07

In Episode #06 of NAPFA Nation, Lydia Sheckels, CFP®, CLU®, ChFC®, of Wescott Financial Advisory Group, shares highlights from her career in financial services, including how she became fee-only financial planner, and why she decided to eventually join NAPFA and raise her hand for service/leadership roles within the fiduciary community that would c…

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“Your Amazing Financial Life” with Tara Unverzagt - Episode #05 of NAPFA Nation 28:46

1+ y ago28:46

28:46

In Episode #05 of NAPFA Nation – livestreamed from the big podcast stage at the 2023 Morningstar Investment Conference in Chicago – Tara Unverzagt, CFP®, of South Bay Financial Partners tells us how she became fee-only financial planner, and why she decided to develop new access points for people who dread facing, or worse, are stressed and worried…

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“Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession” with Katie Burke and Bridget Grimes - Episode #04 of NAPFA Nation 22:22

1+ y ago22:22

22:22

In Episode #04 of NAPFA Nation, Katie Burke, CFP® and Bridget Grimes, CFP® talk with host Marie Swift about how they became fee-only financial planners with two independently owned and operated firms, plus how – and why – they came together to establish Equita Financial Network (EFN), an umbrella Registered Investment Advisor (RIA) for other women-…

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“Encore Performance: Changing the Conversation about Money and Finances” with Elizabeth Jetton - Episode #03 of NAPFA Nation 27:51

1+ y ago27:51

27:51

In Episode #03 of NAPFA Nation, Elizabeth Jetton, CFP®, shares thoughts on using mindful conversation to build trust and create engagement. Jetton has been a thought leader in the financial planning profession for the past 20 years. She has been in the financial services industry since 1981, a CFP® professional since 1991, and served as President o…

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“The Curious Learner: Creating an Open Canvas” with Wendy Hartman - Episode #02 of NAPFA Nation 27:00

1+ y ago27:00

27:00

In Episode #02 of NAPFA Nation, we hear from Wendy Hartman, CFP®, President of Buckingham Strategic Wealth, a growing organization of advisors, financial specialists, and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of their approach is based on a pledge t…

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“Talent Pool: Advancing Diversity in the Financial Planning Profession” with Luis Rosa - Episode #01 of NAPFA Nation 22:40

1+ y ago22:40

22:40

In Episode #01 of NAPFA Nation, “Talent Pool: Advancing Diversity in the Financial Planning Profession,” we hear from Luis Rosa, CFP®, EA. Rosa came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an edu…

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S2E10: Michael Holmes OAM | Justice in the Australian bush: part 2 18:34

2y ago18:34

18:34

This is the second of a two-part special with former magistrate, Michael Holmes OAM. After 17 years of service, Michael is the very recently-retried magistrate of the local court circuits in the New England area of northern New South Wales. In this second instalment, Michael speaks about his career after his return to Australian in the late 1990s. …

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S2E09: Michael Holmes OAM | Justice in the Australian bush: part 1 16:09

2y ago16:09

16:09

This is the first of a two-part special with former magistrate, Michael Holmes OAM. After 17 years of service, Michael is the very recently-retried magistrate of the local court circuits in the New England area of northern New South Wales. Michael is a longstanding friend of the UNE Law School. We are delighted that he could join Patrick to talk ab…

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S2E08: Simone Cameron | Home to Biloela 17:41

2y ago17:41

17:41

In this episode of Law in the Bush, Dr Patrick Graham is joined by recent UNE Law graduate, Simone Cameron. Simone has worked and volunteered in the refugee sector for nearly a decade. She recently completed her LLB with Honours with us having previously completed a Master of Applied Linguistics and a Graduate Certificate in Migration Law. Simone h…

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“Emotional Intelligence: How to Improve and Use EQ in Everyday Life" with Marie Swift - Episode #32 of Mindset Mastery 25:27

2y ago25:27

25:27

In Episode #32 of Mindset Mastery, “Emotional Intelligence: How to Improve and Use EQ in Everyday Life,” host Marie Swift, CEO of Impact Communications, recaps the 2022 episodes so that listeners who missed one of these fabulous conversations can get a few quick tips from her summary – and make a note to go back and listen to the episodes that call…

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"Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions" with Gary J. Boelhower, PhD - Episode #31 of Mindset Mastery 23:25

2y ago23:25

23:25

In Episode #31 of Mindset Mastery, "Choose Wisely: How Mindfulness and Attentive Listening Can Help You Make Better Decisions," host Marie Swift speaks with author, poet, and teacher Gary J. Boelhower, PhD. As Professor Emeritus at The College of St. Scholastica, he continues to teach health humanities; healthcare ethics; living, dying and grieving…

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“Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success” with Mac Gardner - Episode #30 of Mindset Mastery 27:02

2y ago27:02

27:02

In Episode #30 of Mindset Mastery, “Motivate Your Money: Using Conversations and Conscious Decision Making to Realize Success,” host Marie Swift, CEO of Impact Communications, speaks with book author and financial educator Mac Gardner, CFP. In addition to his book for adults, Motivate Your Money, Mac has created a book, coloring and worksheets, and…

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“Blessings In Disguise: Using Obstacles to Fuel Success" with Veronica Dagher - Episode #29 of Mindset Mastery 19:32

2y ago19:32

19:32

In Episode #29 of Mindset Mastery, “Blessings In Disguise: Using Obstacles to Fuel Success,” host Marie Swift, CEO of Impact Communications, speaks with award-winning journalist Veronica Dagher. In addition to her work as a personal finance reporter for the Wall Street Journal, Dagher is the author of “Resilience: How 20 Ambitious Women Used Obstac…

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Lisa Bonos पॉडकास्टस

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