Loading…
Hosted by Tidepool Wealth Strategies · EN-US · 24 episodes
Established thought leaders with verified media credentials.
Short-form podcast about critical financial planning topics, primarily for the self-employed, but applicable to nearly anyone wanting to be better informed about financial planning, and the ways to be better prepared for retirement. Topics ranging from basic financial education to more complex retirement and financial planning topics, including cash flow, tax planning, risk management and portfolio management. You can learn more about Phillip Smith, CRPC AIF (Financial Planner), Tidepool Wealth Strategies, and how we serve our valued clients at: https://www.tidepoolwealth.com/ or by connecting with Phillip on LinkedIn at https://www.linkedin.com/in/tidepoolwealth/ ############################## //Disclosures:// This podcast is intended for educational purposes only and should not be used for any other purpose. The views depicted in this material should not be considered specific advice or recommendations for any individual, are not intended to be f
Tidepool Wealth Strategies hosts The Financial Flow, a education show with 24 episodes published.
If you’re about to retire (or already retired) and relying on the Affordable Care Act for health insurance, you’ve probably seen the headlines: “The ACA subsidy is going away.” In this episode of The Perfect Retirement P
In what will be the final episode of The Financial Flow, I reflect on how important data analysis can be to business decisions, especially as it relates business growth and determining your ideal client/target marketing
Stop me if you’ve heard this one before: a small business owner dedicates decades of their life to building a business that is stable, provides for their family, and is a meaningful part of the local community. They inve
In this episode, we wade a little further into the topic of Social Security, and look at the different claiming strategies available. We also look at why/how delaying longer could be financial beneficial, and cover a rea
In this episode, we tackle an important retirement planning question for the self-employed: when should you start drawing Social Security? It's a decision that can have a lifetime impact of hundreds of thousands of dolla
In this episode of The Financial Flow, I tackle one of the biggest emotional challenges retirees face: managing the volatility of their portfolio. Retirement is supposed to be a time to relax, but big swings in a retirem
In episode 19 of The Financial Flow, I discuss what a retirement withdrawal rate is, touching on the industry-standard "4% rule," the "guardrails" dynamic distribution strategy, the "Retirement Spending Smile" - and the
It's the question of retirement questions: How much do I need to save so that I can retire? In this episode, I emphasize the importance of understanding retirement cash flow. Additionally, I touch on identifying income s
In Episode 16, one strategy for reducing financial risk that I mentioned was tax planning. In this episode, I wade a little deeper into smart tax planning, and how it can be a powerful tool for reducing risk as a solopre
Guidance on how the self-employed can navigate financial risk. Discusses some of the common financial risks of being self-employed, like irregular cash flow and client concentration (i.e. too much income dependent on a s
Whether you've been running a small business on your own or managing a larger one, the new year is a perfect time to revisit, reassess and refine your business plan. In this episode I offer some guidance on the key eleme
In this episode, we look at the importance of planning for the New Year. Specifically, business planning. I discuss the importance of business planning, touch on some strategy development ideas and how to effectively imp
In this episode, I provide a very "lite" overview of some basic and essential legal documents that are key to planning for what happens to your stuff when you die. In other words, estate planning. I give a brief overview
In this episode, I offer a balanced perspective on whether or not you might need (or want) to work with a financial advisor, or if you'd be better off on your own. I discuss the pros and cons of each, and offer some thin
In this episode, we cover five tax tips that will help keep more money in your pocket, enabling you, in turn, to maximize your retirement savings potential. We'll look at tax requirements specific to being self-employed,
In this episode, I emphasize the importance of being thoughtful about our daily spending habits. Using some of my own personal experience with spending habits, I lay out the numbers on the long-term cost of buying a coff
In this episode, I share some quick tips on ways to effectively and efficiently manage time. Touches on scheduling, the Eisenhower Matrix for prioritizing, and other methods that help improve time management, and make ef
In this episode, we examine some common tax myths being incorrectly shared and popularized as easily claimed and totally legit tax strategies on TikTok: writing off lifestyle expenses, claiming the home office deduction,
Wading into the topic of cash flow management, specifically with some tips on for budgeting, tracking expenses, monitoring finances, and keeping the business and personal finances separate. #cashflow #financialplanning #
In this episode, we'll quickly touch on a few different apps that can be leveraged to make managing your finances as a business owner a little easier. Script partially crafted by ChatGPT. Mint (now absorbed by Credit Kar
Detected from recent episode content. Sponsor presence is a real signal of listener purchasing power and show monetisation.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The Financial Flow has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their education audience.
The Financial Flow is hosted by Tidepool Wealth Strategies. The show is categorised under education and has published 24 episodes.
The Financial Flow has published 24 episodes.
The Financial Flow regularly covers education. It sits in the education category.
The Financial Flow is accessible for guests with genuine education expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Financial Flow hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Financial Flow average 9 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Financial Flow's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched yesterday.