This podcast will give you a fully-transparent, behind-the-scenes look into the financial services industry. Helping you to optimize your personal finances along the way. One Day Advice seeks to empower consumers of financial advice with the knowledge and resources needed to navigate their financial lives while leveraging their time so they can get more out of life. <br/><br/><a href="https://onedayadvice.substack.com?utm_medium=podcast">onedayadvice.substack.com</a>
One Day Advice Podcast
Claim This Podcastby Nick Reilly, CFP® & CDAA™
37 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
This podcast will give you a fully-transparent, behind-the-scenes look into the financial services industry. Helping you to optimize your personal finances along the way. One Day Advice seeks to empower consumers of financial advice with the knowledge and resources needed to navigate their financial lives while leveraging their time so they can get more out of life. <br/><br/><a href="https://onedayadvice.substack.com?utm_medium=podcast">onedayadvice.substack.com</a>
Language
🇺🇲
Publishing Since
12/28/2020
1 verified contact email on file for One Day Advice Podcast
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Recent Episodes
August 9, 2022
How to Save and Plan for Future Education Costs
<p>Education costs have increased at an exponential rate, creating a significant amount of opportunity for well-thought-out financial planning.</p> <p>In this episode, we discuss the causes for the increased costs and provide information on 529 plans as a solution for self-funding these costs, outside of student loans, in a tax-efficient way.</p> <p>1:12 - Why tuition costs are increasing exponentially</p> <p>4:35 - What you can do to plan around education expenses</p> <p>9:02 - What expenses does a 529 cover, and not cover</p> <p>10:14 - Alternative methods of funding education expenses</p> <p>12:37 - FAQ</p> <p>15:09 - Superfunding a 529 [Planning Strategy]</p> <p>Schedule your free 30-minute consultation at <a class="notion-link-token notion-enable-hover" href="http://onedayadvice.com/" target="_blank" rel="noopener noreferrer" data-token-index="1" data-reactroot=""><span class="link-annotation-unknown-block-id-1339500796">OneDayAdvice.com</span></a> and mention the podcast.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://onedayadvice.substack.com?utm_medium=podcast&utm_campaign=CTA_1">onedayadvice.substack.com</a>
July 4, 2022
What does it mean to be INDEPENDENT within financial services?
<p>You already know the story of independence and the 4th of July. What you may not know is what independence means within the financial services industry, why it’s important, and how it likely impacts you.</p> <p>In this episode, we cover why the quality of financial advice ranges significantly and what you can do to increase the likelihood that you receive great value. Two big factors contributing to this range in quality comes from WHO the advisor works for and HOW they are compensated.</p> <p>Do you know if your advisor is a fiduciary who is providing advice that's in your best interest? If you're unsure, give this episode a listen today.</p> <p>Being independent means you have cut associations and dependency from a larger institution freeing you to provide advice that is in the client's best interest. </p> <p>Schedule your free 30-minute consultation at <a class="notion-link-token notion-enable-hover" href="http://onedayadvice.com/" target="_blank" rel="noopener noreferrer" data-token-index="1" data-reactroot=""><span class="link-annotation-unknown-block-id-1339500796">OneDayAdvice.com</span></a> and mention the podcast.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://onedayadvice.substack.com?utm_medium=podcast&utm_campaign=CTA_1">onedayadvice.substack.com</a>
May 21, 2022
Tax-Loss Harvesting: How to Implement & Benefit from this Strategy
<p>With the stock market recently entering a bear market, this is a great time to be considering harvesting any losses that you have to help offset capital gains. In this episode, we provide:</p> <ol> <li>An overview of capital gains and tax-loss harvesting</li> <li>Tips & tricks to implement this strategy on your own</li> <li>How to avoid costly mistakes</li> <li>The value that tax-loss harvesting can provide</li> </ol> <p>Schedule your free 30-minute consultation at <a href="http://onedayadvice.com/">OneDayAdvice.com</a> and mention the podcast.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://onedayadvice.substack.com?utm_medium=podcast&utm_campaign=CTA_1">onedayadvice.substack.com</a>
37 total episodes available
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Frequently asked questions
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- What is One Day Advice Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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