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34-year financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK ...
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at jillonmoney at gmail dot com.
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Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
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When it comes to navigating the twists and turns of stock market investing, do you choose poorly? Or wisely? Experience suggests most of us are bad investors, although you may not hear this from speaking with friends and family. Sadly, the compounding effect of poor investment decisions can add up to a lot of money lost and time wasted. On “Invested Poorly: Sad Tales of FInancial Fails,” host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap ...
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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Join your host Scott Wisniewski and a thriving community of ER Doctors who are learning to simplify money and make smarter financial decisions. As a hardworking Emergency Physician, it’s important to know the vital signs of your financial health, and the profession simply comes with complexities others don’t understand. This podcast is created to be your go-to resource for straightforward advice uniquely tailored for ER Doctors. Join us every week for new episodes, and you can find more tool ...
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”The Financial Advisor Lifestyle Practice Podcast: Achieve Prosperity and Freedom as a Financial Advisor Sick of the hustle and burnout? Discover how to build a lifestyle-oriented financial advisory practice that maximizes your income, personal freedom and positive impact. Join host Rafi Shaik as he pulls back the curtain on successful advisors who have achieved complete lifestyle liberation. No more sacrificing your health, relationships or purpose for revenue growth. In this paradigm-shift ...
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Trends with Benefits is a podcast by VanEck with a forward-looking perspective. Host Ed Lopez interviews a guest each week to discover new ways of thinking about the markets, investing, work and life. Subscribe today.
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. @stacyhavener // www.billiondollarbackstory.com/
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Interviews with leaders in the business world to inspire your work, career and the mark you leave. Greg Martin, a Toronto based investment banker and M&A advisor, hosts Lifetime at Work, featuring interviews with industry leaders across the business world. The show aims to share advice and lessons learned with the hopes of answering the question "why do we do it?". The podcast explores the founders and leaders of some of North America's most successful businesses. It speaks with investors ac ...
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Hey there! I'm Stacey Chillemi, the host of "The Advisor with Stacey Chillemi" podcast. I'm thrilled to connect with individuals like you who are seeking transformative insights and wisdom to create a healthier and happier life. My podcast covers a wide range of topics that are essential for personal growth and well-being. Whether you're looking for guidance on improving your health, nourishing your mind, enhancing your relationships, or achieving success in your business endeavors, my podca ...
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The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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Curious about the inner workings of the mining industry but don't have a background in geology or engineering? Rock Talk is a weekly interview show that takes you behind the scenes with industry experts. Each episode, host, Karl Woll of VRIFY Technology, sits down with an expert from the mining world to discuss the latest trends, technologies, and challenges facing the sector. From exploration and extraction to processing and sustainability, we cover the full mining lifecycle in an engaging, ...
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Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! _Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners._ Money & Stuff, Foundation Wealth Partners, an ...
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Women face a unique set of challenges - from caring for aging parents to raising children - all while trying to maintain a career and a semblance of work-life balance. It can be overwhelming, and it's all too easy to put your own needs and finances on the back burner. We believe that every woman deserves to feel financially empowered and secure. Our podcast is designed specifically for women like you - women who are ready to take charge of their finances and their future. Host and financial ...
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Do you have a burning desire to live an enriching life: physically, mentally and spiritually? Boom Vision ® podcast is all about health, wealth and higher self! This show dives deep on how to create a fulfilling and abundant life: it starts with a powerful mindset! Your host, Benjamin Yeh, is a Business Alignment Coach. His diverse background as an ex-corporate executive, investment officer deploying over $1 billion in real estate & investments, serial entrepreneur, investor, advisor and coa ...
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Muriel Siebert, the first woman member of the NYSE, said "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open." Wealth management is at a critical inflection point. Changing demographics are hitting up against traditional, stodgy attitudes and methods, and under-representation by women and people of color. We believe the industry can do better, and that it’s ready to. If you’re seeking hyper-growth, personal success and more fun in your w ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Welcome to The Brandon T. Adams Audio Experience, hosted by entrepreneur, investor, advisor, podcaster, public speaker, video producer, and TV host, Brandon T. Adams. On this podcast, you'll find a mix of keynotes on marketing, business, and success, and interviews with entrepreneurs, along with keynotes and fireside chats from Brandon's Rise and Record Event, as well as new and current thoughts I record originally for this audio experience!
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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The Cash Flow Academy Show is your source for investing made simple. Host Andy Tanner is a renowned paper assets expert and successful business owner and investor known for his ability to teach key techniques for stock options investing. He is a coach to Rich Dad’s Stock Success System trainers and the Rich Dad Advisor for Paper Assets. As a highly sought-after educator, Andy has taught tens of thousands of investors and entrepreneurs worldwide. Students love Andy’s ability to make investing ...
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Welcome to Mitlin Money Mindset® wiith your host, Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey. Each week, he'll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don't just talk about money; we celebrate it as a catalyst for JOY and possibility ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Author, Actor, economist, lawyer, professor of law and economics, columnist for the Wall Street Journal, Presidential speechwriter, multi Emmy Award winning game show host, investment advisor, and America’s humble servant and Co-host of The World According To Ben Stein, published writer for many well renowned publications, former nationally syndicated radio host and addiction specialist, Judah Friedman are quickly becoming the most popular and talked about Podcasters on the internet. Three t ...
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The Energy Impact Podcast features world-renowned experts across international energy policy and project finance along with regular news updates leading journalists specializing in energy innovation.
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Get insights from highly qualified experts with actionable advice. Everything from venture capital to financial planning, real estate, wealth management, and so much more. You will walk away with amazing insights whether you are a seasoned investor or just starting out. About Mission Matters: At Mission Matters we amplify stories for Entrepreneurs, Executives and Experts. Our host and Co Founder, Adam Torres has interviewed 5,000+ guests and hosts 8 shows. At the heart of our media brand is ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Don’t wait until you retire to begin to live out the life of your dreams. Make choices today that allow you to live in an uncommon way. Let the Uncommon Wealth podcast and its host Phillip Ramsey guide you to asking different questions, considering different paths and building a life that fits your unique definition of what your uncommon life might be.
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The Retire With Purpose podcast is designed to help you gain clarity in purpose and elevate meaning in your daily life through practical and personal financial strategies. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, Inc. Casey will teach you how to make better financial decisions in your retirement by exploring thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends. In each e ...
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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Financial Fitness with The Money Doctor is a weekly, hour-long National radio show devoted to helping individuals and small business owners better understand their finances and the psychology involved in why we make the decisions we do, how it affects our relationships, our sense of self-worth, and most importantly what we have the power to DO about it! Even prior to this current, highly timely expansion including with BBS Radio TV, which is syndicated to every major audio portal on the worl ...
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The Digital Insurance Agent is a podcast that explores the latest trends, tools, and strategies for transforming your insurance agency in the digital age. Join host Carl Willis, a seasoned financial services digital marketing consultant, as he interviews industry experts, shares success stories, and provides actionable tips to help you stay ahead of the curve and build a successful and sustainable insurance agency in today's ever-evolving market. Whether you're a seasoned pro or just startin ...
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Are you ready to secure your financial future and protect your legacy? Welcome to 'The Good Steward Law and Wealth Podcast,' where Attorney Ledly Jennings shares his extensive knowledge and experience in estate planning, elder law, probate, and business planning. This podcast is designed for high-net-worth individuals, family business owners, and anyone committed to effective wealth management and preservation. In each episode, you'll master the latest tools and strategies in estate planning ...
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In this podcast, host Dave Goetsch, co-executive producer of “The Big Bang Theory” and Norm Mindel, veteran financial advisor and co-founder of Forum Financial Management, talk about some of the incredible things that happened way back when on Wall Street. Along the way, they share some of their personal investing experiences as they look back at well-known and little-known events by the decade.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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🚀 Elevate your payroll game with The Payroll Podcast! 🎧 As the first podcast exclusively for the UK and global payroll community, join host Nick Day for cutting-edge discussions with experts. Dive into complex topics like international legislation, technology, systems, leadership, compliance, payroll recruitment, career advancement and more! 🌐 Stay ahead of the global payroll curve with insights on AI, strategy, earned wage access, wellbeing, DEI and more. Perfect for payroll professionals a ...
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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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What Got You There is a weekly podcast that focuses on the journey behind some of the world’s most successful people, uncovering the mindsets, strategy, routines that helped them get there. Guests include billionaire entrepreneurs, olympic gold medalists, Wall Street titans and other high performers across vastly different disciplines! It's hosted by Sean DeLaney who for the last 15 years has been working at the intersection of elite performance, entrepreneurship and personal development. As ...
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A Special Veterans Day Thanks To All Who Have Served, Past, Present and Future. Today Clark goes back to basics, explaining how to determine if a robo advisor or a financial planner is best for you. Also, how rent control can distort a market and limit housing supply. Investment Advisors: Segment 1 Ask Clark: Segment 2 Rent Control: Segment 3 Ask C…
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My mom is about to receive a nice chunk of cash, but we're not sure what to do with the money and how to allocate the funds during her retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.co…
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MtoM #196: Surgeon Gets Back to Broke During Residency and Finance 101: The Basics of Real Estate Investing
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This general surgery resident is back to broke before he has even completed training. He became financially literate early in his training and got to work saving and investing and it has already paid off. He said he has had this success because he knows how to set goals and delay gratification. He shared the importance of creating good habits and m…
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I thought I was on track for retirement, but now I'm worried and starting to panic a bit. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy prac…
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If I want to retire in two years, and relocate, can I do it even if I don't have a big fat pension? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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Here are this Fridays Qs and As: 2:07 Converting Traditional IRA to Roth 7:32 Simplifying Financial Jargon 10:45 Roth 401k Allocation Advice 13:53 Evaluating the Stash App Learn more about your ad choices. Visit megaphone.fm/adchoicesتوسط Don McDonald
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In this episode of the Main Street Business Podcast, host Mark J. Kohler breaks down key tax-saving strategies every business owner should know, including why a side hustle is often crucial for effective tax planning. He also highlights the dangers of misleading crypto tax advice and urges listeners to stay vigilant. Mark’s practical approach will …
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Listen to the NAHREP at L’ATTITUDE coverage. In this episode, Adam Torres and Jose Tejada, Vice President Of Mortgage Lending at Rate, explore mortgage lending and the NAHREP at L’ATTITUDE event in San Diego, California. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedul…
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Listen to the NAHREP at L’ATTITUDE coverage. In this episode, Adam Torres and Byron Baba, Realtor at Baba Homes explore real estate and the NAHREP at L’ATTITUDE event. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missio…
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In this episode of the Kick It Open Podcast, hosts Shelby Nicholl and Iyanna Harris engage in an insightful discussion with Becca Hajjar, Managing Principal and Chief Business Development Officer of Commonwealth Financial Network. With a wealth of experience and a commitment to driving diversity in wealth management, Becca sheds light on her journe…
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Unlocking Peak Performance: Tyler Jensen on Breaking Complacency and Building Systems for Insurance Agents
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In this episode of The Digital Insurance Agent Podcast, host Carl Willis sits down with Tyler Jensen, founder of InsuraRisk University (soon to be the Top Performance Group). Tyler, an experienced corporate trainer and former insurance agency owner, dives into the challenges insurance agents face, particularly the struggle with complacency and how …
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Successfully transitioning from the end of work into retirement takes work. But what does that “work” really involve? In this episode, we discuss: What it means to have a non-financial, diversified retirement How to create a life map How to leverage your past to create a fulfilling future The concept of “radical resistance” Today's article is from …
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today, Clark shares insights from his man on the street retirement survey. Hear the questions he put to those surveyed and see how your answers compare. Clark Stinks: Segments 1 & 2 What Clark’s Retirement MOTS Survey Reveals: Segmen…
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Jim Cipriotti discusses the 4% rule for retirement withdrawals and its alternatives, emphasizing the importance of personalized financial planning. He shares insights on navigating retirement income, tax strategies, and preparing for future tax changes, particularly in light of the potential expiration of the Trump tax cuts. The conversation highli…
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Today’s Payroll podcast is brought to you by Deel, the all-in-one global people platform that consolidates global enterprise payroll to ensure big businesses can navigate payroll complexities easily and compliantly. Learn more: https://www.deel.com/resources/global-payroll-compliance-checklist/?utm_medium=sponsored-newsletter&utm_source=nickday&utm…
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The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listene…
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Ben Stein and co-host Judah Friedman are joined by former Trump EPA chief of staff Mandy Gunasekara to celebrate President’s Trump decisive victory and bask in the glow of the forthcoming Golden Age. While we wish it was all rainbows and butterflies from here on out, it’s not. We discuss some disturbing, antisemitic news coming from the increasingl…
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Do affirmations have the power to transform your life? In this episode, Stacey Chillemi and guest Alex Hristov discuss positive affirmations and how they can improve your life. From boosting confidence and self-esteem to manifesting abundance and success, we're examining the science behind affirmations and sharing practical tips on incorporating th…
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Everything From Sage Wisdom Regarding Election Impact on the Market to Tubs of Reese's Peanut Butter
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Welcome to Dollars & Sense, presented by North Main Financial. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you to stay informed and proactive …
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In This Podcast: 0:29 Latest Phone Scam 2:24 Connections Between Money and Mental Health 6:46 Understanding Antidepressant Trends 9:23 Media's Role in Financial Anxiety 10:14 The Importance of Keeping a Journal 11:21 Long-Term Thinking for Financial Health 14:01 Homeowners Association Woes 14:36 Managing a 401k Profit Sharing Plan 18:41 Diversifyin…
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Unlock the power within and become your own ROCK with unshakeable inner strength! Are you tired of feeling like you're not living up to your full potential? Do you feel like something is holding you back from achieving your goals and dreams? In this empowering episode, host Stacey Chillemi will have a captivating conversation with resilience expert…
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Is Your Partner a Narcissist?
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Are you in a relationship with someone who always puts themselves first, has a grandiose sense of self-importance, and lacks empathy towards you? These could be signs that your partner is a narcissist. In this exclusive episode, Stacey Chillemi dives deep into the topic of narcissistic relationships with the renowned expert Marysol James. We'll exp…
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Send us a text What is a franchise? We've worked with franchises like The DRIPBaR, Roof Maxx, Yonutz, and more! From our experience, here's what it takes to own a successful franchise. DM me "RAPID FIRE" on social media with your thoughts! @brandontadams For more information on how to collaborate: www.brandontadams.com Text me: (563)217-6850 Here's…
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Unlock your path to financial freedom with expert guidance on avoiding common investment biases that could be hurting your returns. Take back CONTROL of your financial future by understanding the biases that influence investment choices and learning how to maximize the value of your portfolio. In this engaging discussion, Eric Miller and Eric Gersc…
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A trend among young adults economists call “doom spending” is of concern. Clark addresses why this is happening and offers a different perspective. Also today - why it’s so important to be an advocate for yourself when it comes to your health, and Clark is living proof. Costly Pessimism: Segment 1 Ask Clark: Segment 2 YOU Are Your Best Health Advoc…
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As we hit our 60s, should we buy a new house altogether or put an addition on our current home? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privac…
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WCI #392: Heroes of My Life, Part 1
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We are so excited to welcome Dr. Dahle back to the podcast after a few months off as he recovered from his mountain climbing accident. Back in August Dr. Dahle was climbing the north face of the Tetons with his long time climbing partner and friend. He had a serious fall and is very lucky to be on his way back to a full recovery. Today we are telli…
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Send us a text Ever wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes sits down with Nikos Christoforou, a Senior Partner at Foster Denovo, to uncover the challenges, mindset shifts, and strategies that can make or break a career in financial planning. I…
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On this episode of The Cash Flow Academy podcast, Andy, Corey, and Noah dig into the Federal Reserve's recent rate cuts and their historical significance. The team explores how these moves have often foreshadowed economic downturns, drawing parallels to events like the 2007 financial crisis. They discuss the current economic climate, where inflatio…
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At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning calendars, the end of the year is also an important deadline for some moves that could lower your tax bill. On today's show, we discuss three financial s…
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On the second half od Saturday's radio show: 2:20 The Smarmy Side of Financial Advice 3:20 Trust Washing and Ethical Standards 4:58 Paying for Credibility 7:01 Finding the Right Financial Advisor 10:31 The Importance of Fiduciaries 11:56 Checking Disciplinary Histories 14:09 Creating Income from Investments 18:16 Bond Ladders Explained 19:54 Health…
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The Intersection of Sports, Tech, and Investment: A Conversation with Andrew Petcash (Ep. 210)
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Sports have evolved into a lucrative investment arena, intertwining with technology and media. How are savvy entrepreneurs seizing this growing field? In this episode of the Mitlin Money Mindset, Larry Sprung sits down with Andrew Petcash, founding partner at Profluence Capital, to explore the dynamic intersection of sports, technology, and media. …
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TV viewers endure an unrelenting barrage of pharmaceutical ads. A recent study reveals information about these ads that every consumer needs to know, plus hear Clark’s recommendation for vetting medicines. Also, mortgage holders with high interest rates are waiting to refinance, but there’s another payment strategy that can save you big bucks over …
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Not sure how to find investors that are willing to bet on your brand new fund? Stacy’s got you covered. Listen in as she breaks down: How the Rogers Adoption Curve applies to finding the right investors The difference between early adopters (like RIAs & family offices) and late-stage allocators Why targeting late-stage firms leads to dead ends Why …
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With a potential house purchase on the horizon, should I keep some money from a recent settlement in cash? Or invest it? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about lis…
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It’s never been more important to get your personal leadership brand right as a leader. But, it isn’t easy to concisely articulate what you want to be known for and what your unique value proposition is. So, what is a personal leadership brand and how can you begin crafting it? How can you activate your leadership brand in the market? And, what are…
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Join Stacey Chillemi as she sits down with NFL superstar Eric Ebron to uncover the secrets of outstanding leadership. From the football field to the boardroom, Eric shares his insights on what makes a leader genuinely successful. Get ready to learn from one of the best as they dive into great leaders' mindsets, habits, and philosophies. Whether you…
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In this episode of the Main Street Business Podcast, host Mark J. Kohler and Mat Sorensen break down essential strategies for high-income earners looking to maximize their retirement contributions. Learn how to utilize "backdoor Roth" and "mega backdoor Roth" methods to surpass traditional contribution limits, gain insights into employer matches an…
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In this first hour of Saturday's show: 1:23 Game Time Decisions 3:16 The Impact of Sports Betting 5:10 Gambling vs. Investing 8:47 The Appeal of Instant Gratification 10:37 The Risks of Individual Stocks 21:00 Home Bias in Investing 23:19 The Dangers of Company Loyalty 30:06 Evaluating Robo-Advisors 33:26 Charitable Giving Strategies Learn more abo…
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Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?
55:49
Guest: Mindy Diamond, the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell: Between the competition for top talent at large firms and the proliferation of smaller lifestyle RIAs, many advisors feel like they need to be constantly evaluating their career options. But the…
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Become an Expert in Investing and Real Estate | Interview with Eric and Jasmine from Sequent
17:02
Send us a text In today's episode I sat down with Eric Scaff and Jasmine Gonzalez from Sequent Real Estate and Wealth Management to discuss various financial topics and secrets to making smart investments! Let's work together further: - https://accelerantmediagroup.com/ - https://www.igniteandelevate.com/ Share your thoughts with me on Instagram! @…
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What's the Alternative? | Episode 16 | Tony Davidow's Guide to Private Markets featuring Tony Davidow
53:08
In this episode, Shana talks with alternative investment strategist Tony Davidow from Franklin Templeton about the value of alternative investments. Tony shares stories from his career and explains how investments beyond traditional stocks and bonds—like private credit and real estate—can build wealth and support personal goals. We also discuss new…
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Inside the First Gold Pour: The Transition from Developer to Gold Producer (Guest, Darren Stralow)
25:28
In this interview, Darren Stralow, Managing Director & CEO at Bellevue Gold, gives us an overview of Bellevue's transition from developer to producer. Here's what you will learn: Darren's background and early career in Mining An overview of Bellevue Gold An overview of the challenges in moving from developer to producer The significance of the firs…
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Episode #32: How to Engage Clients 150 Times a Year: Strategies from John Prendergast Summary In this episode of The Future-Ready Advisor, Sam Sivarajan speaks with John Prendergast, founder and CEO of Blue Leaf, a pioneering wealth management software firm that's reshaping client engagement. John shares his unique career journey and insights on us…
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