Episodes: 300
Frequency: Weekly
Rating: 4.7/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
YouTube: 1.2k subscribers
Publicly listed emails
hello@nyafinancialpodcast.com
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Mark Willis - Certified Financial Planner and co-host focused on financial planning education.
Holly Bach - Co-host of the financial planning podcast.
Adam Zuckerman - Estate Planning, Organizing Financial And End-of-life Information, Legacy Preparation, Family Communication, And Digital Tools For Managing Important Documents And Accounts
Episode 473: Nice vs. Kind Advisors – Why One is Dangerous for Your Money with Amanda Neely, CFP®
September 25, 2026
In this episode, we ask: Would you like to listen in on two Certified Financial Planners®? What is the difference between kind and nice? Did you love Mary Poppins? What kind of feedback would you like for improvement? What is best for the person I’m talking with? What can help the person in the long run? What about speaking truth with love? What did Amanda’s attorney say? How does this apply to financial advisors? What about Profit First? Would you like to hear the ninja belt ser...
Episode 472: No Loose Ends – The Estate Planning System You Can Actually Use with Adam Zuckerman
September 18, 2026
In this episode, we ask: Who is in the silver tsunami? What do we do with the bills, accounts, passwords, life insurance policies, heirlooms, etc.? Who is Adam Zuckerman? What is Buried in Work? Have you read No Loose Ends? What about Adam’s new digital platform, Heirloom and Tell? How do you start the conversation before it’s too late? …and more! Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses...
Episode 471: The F in TGIF – Financing – Unlimited Compound Growth while Buying the Stuff of Life
September 11, 2026
In this episode, we ask: Does buying stuff feel like a rigged game? What about leverage? What changes the game entirely? Have you heard the previous three episodes? What does TGIF stand for? Why is your need for financing greater than any other financial need? What are you handling? Are you in the driver’s seat? How do you buy everything? What about opportunity cost? Do you pay cash? Do you pay interest to a third party? Who benefits from the compound interest? Are these line items or ...
Publicly listed emails
hello@nyafinancialpodcast.com
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