Financial Management عمومی
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Fundingo Insights is your essential guide to the evolving landscape of loan management software, business lending, and financial technology. Each episode delves into the latest trends, tools, and strategies shaping the industry, offering valuable insights for lenders, financial professionals, and business leaders. From in-depth discussions on loan management solutions to interviews with fintech innovators, we provide the knowledge you need to stay ahead in the competitive world of finance. J ...
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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Do you and your spouse want to reach Financial Freedom and start building wealth together, but you’re not sure where to start? Have you tried to budget and pay off debt, yet still struggle to see your Net Worth actually increase? We’re Rebecca and Dylan - husband and wife turned Financial Coaches specifically for Married Couples. We created this is the podcast to help you and your spouse get on the same page about one of the toughest topics you will face in your marriage! Tune in every Monda ...
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Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
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Are you sick of the side hustle, growing to do lists, and obsessing about how to make more money? Do you want to slow down and seek God first in your business? Is your day consumed with social media strategy, content creation, and email maketing? Would you love to have more time in the day to be more present with your family? Does it seem like even with time management and business systems you still can’t be organized? (I mean, wouldn’t it be great if you had an afternoon free to meal prep?! ...
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show series
 
Read More: https://www.fundingo.com/maximize-efficiency-with-fundingo-s-loan-software-on-salesforce/ In the fast-paced world of lending, efficiency is key to success. Fundingo's loan software on Salesforce offers an innovative solution designed to enhance operational workflows and improve customer interactions. By integrating powerful tools that si…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih break down the latest Federal Reserve meeting, focusing on Jerome Powell's insights and their impact on the economy. They discuss projections for GDP growth, umemployment, inflation, and the potential for stagflat…
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In this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, and Tom Tilley, managing director, mergers & acquisitions, discuss the aspects of navigating the sale of your business and exercising as much control as possible. Tune in for valuable insights on preparing your business to go to market, navigating exit strategies as wel…
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Andrew Pain, a motivational, mental health, and wellbeing speaker, explains why we should be cautious about using gut feelings to help us make decisions. Pain also explains psychological and environmental steps we can take to ensure our decision-making processes are fair and logical and offers ways organisations can make conversations around biases…
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Are you a People Pleaser when it comes to how you manage money with your spouse? Years ago, Dylan realized he was a people pleaser. If Rebecca wanted to, she could have exploited Dylan's "Nice Guy" tendency to let her spend money how she wanted. Instead she encouraged Dylan to stand his ground and hold her accountable. As we started coaching, we no…
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We’re joined by Doug Nordberg, Furniture Designer at Nordberg Furniture, on this episode. Doug started crafting furniture at age 12 and has become a celebrated designer in Cody, Wyoming. He reflects on the challenges of balancing art and business, the lessons learned from slow times, and the importance of financial planning in building a sustainabl…
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Read More: https://www.fundingo.com/how-fundingo-revolutionizes-loan-management-for-salesforce-users/ Fundingo is at the forefront of transforming loan management for Salesforce users, offering an innovative solution that simplifies complex processes. By integrating seamlessly with Salesforce, Fundingo enhances user experience, allowing businesses …
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Read More: https://www.fundingo.com/unlocking-fundingo-the-ultimate-loan-management-software-on-salesforce/ Fundingo is revolutionizing the lending landscape with its innovative loan management software designed specifically for Salesforce users. By integrating powerful features such as automated workflows, customizable dashboards, and real-time re…
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Read More: https://www.fundingo.com/transform-your-loan-servicing-with-fundingo-on-salesforce/ In the rapidly evolving landscape of financial services, effective loan servicing is more crucial than ever. Fundingo's innovative integration with Salesforce offers a transformative approach to managing loans, equipping businesses with powerful tools to …
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Read More: https://www.fundingo.com/unlocking-efficiency-how-fundingo-transforms-loan-management-with-salesforce/ In an era where efficiency is paramount, Fundingo is revolutionizing loan management through the robust capabilities of Salesforce. This innovative platform transforms traditional lending processes by introducing cutting-edge features t…
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On this episode of the Dentist Money Show, Ryan and Matt conclude the three-part series of the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. The finale of the benchmark series includes insights about commercial real estate holdings, personal and practice debt averages, an…
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Read More: https://www.fundingo.com/marine-financing-made-easy-how-fundingo-streamlines-boat-loans-with-salesforce-3/ In the world of marine financing, securing a boat loan can often feel overwhelming. However, Fundingo is changing that narrative by harnessing the power of Salesforce technology to create a seamless financing experience. With an emp…
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Read More: https://www.fundingo.com/education-financing-with-fundingo-empowering-students-through-loans/ Education financing can often feel like a maze, but Fundingo is here to illuminate the path for students. By offering flexible loan options tailored to individual needs, Fundingo empowers learners to focus on their academic aspirations without t…
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Read More: https://www.fundingo.com/event-financing-solutions-fundingo-s-flexible-loans-for-memorable-occasions/ When planning an unforgettable event, financial concerns can sometimes overshadow the excitement. Fundingo offers tailored financing solutions that empower you to bring your vision to life without the stress of monetary constraints. From…
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Read More: https://www.fundingo.com/luxury-goods-financing-fundingo-makes-high-end-purchases-accessible-5/ Luxury goods financing has revolutionized the shopping experience, making high-end products more accessible to consumers. With platforms like Fundingo, indulgence in designer fashion, exquisite jewelry, and top-tier electronics is within reach…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Lauren, and Rabih explore the potential of quantum chips, their impact on AI, and the industries poised for transformation. They also talk about smart investing strategies, covering capital gains taxes, and the psychology …
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Estate planning can be stressful which often can lead to procrastination and avoidance. On this episode of the Dentist Money Show, Ryan and Matt talk about the importance of estate planning, highlighting the need for organization, communication, and proactive planning. They discuss how financial advisors can help guide dentists through the complexi…
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120 | Life Style Trends for Your Debt Free Journey Living Debt Free is a lifestyle choice that drives your daily financial decisions. But when you're deciding how to spend your money, it's usually about more than how much something costs. You want to feel confident about what you buy and feel like it was a good use of your money! This week we're sh…
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In this episode of Fundingo Insights, we delve into the intricacies of event financing and how Fundingo’s innovative loan management software is revolutionizing the way celebrations are funded and managed. Event planners and organizers often face challenges such as budget constraints, complex loan processes, and financial uncertainties. Fundingo ad…
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TL;DR - Too Long; Didn't Read - "Untangling the Most Common Inflation Myths" In our new TL;DR series episode, Jordan reads Matt's article where he addresses prevalent misconceptions about inflation. He clarifies that inflation is not merely the rise in prices of specific items but the overall rate at which prices for goods and services increase ove…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih break down the latest stock market sell-offs, the potential for an upcoming recession, and the economic impact of tariffs. They also talk about some key economic indicators, the role of the U.S. wholesale inventor…
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In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, sits down with Jennifer Hanau, national managing director, independent advisors, for a deep dive into the essential qualities of leadership and mentorship. Together, they explore how to advocate for yourself and why it's crucial to lead yourself first before guidin…
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In this episode of Fundingo Insights, we explore how Fundingo is revolutionizing renewable energy financing by offering tailored loan solutions for sustainable projects. Discover the benefits of specialized loan products, flexible terms, and quick approval processes that make financing renewable energy initiatives more accessible. Learn how partner…
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Looking to stay ahead in the world of lending, loan management software, and financial innovation? The Fundingo Insights Podcast is here to bring you the latest trends, expert insights, and real-world strategies to streamline lending, optimize loan management, and drive business growth. In this trailer episode, we’ll give you a sneak peek into what…
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Wassia Kamon, CPA, a member of AICPA & CIMA’s Women’s Initiatives Executive Committee (WIEC), emphasises the interplay between gender equity, representation, and establishing yourself as a leader in this podcast episode celebrating International Women’s Day. Kamon discloses how seeing gender representation early in her career helped her find her vo…
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On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss his experience moving from retail to the dental industry and the unique challenges dentists face in managing their practices. He highlights the significance of leadership emphasizing the importance of establishing a clear…
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As you can imagine, we’ve reviewed a lot of people's budgets and through that experience we’ve learned a lot about what people waste their money on every month! As Financial Coaches, we would never tell you how to spend your money. But our job is to help you review your spending habits and help you make changes that allow you to put your money to b…
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Joining us on this episode is photographer, writer, and filmmaker Audrey Hall, owner of Audrey Hall Photography. Audrey shares her journey from architecture to photography and her insights on balancing creative passion with financial success. She explores the interplay between art and business, emphasizing the value of both solitude and collaborati…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih talk about the market sentiment, consumer confidence, and recent earnings reports and its impact on market trends. They also discuss the relevance of benchmarks like the S&P 500 and misconceptions about 401…
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On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. They analyze key numbers on savings rates, spending habits, and net worth—discussing how dentists are building wealth, why a strong savings ra…
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If you want to have fun and freedom while also managing money as a married couple - you need to know about these non-negotiables for your budget! These categories are all about putting your relationship first and ensuring that your spending plan supports your goals as a married couple, as well as each other as individuals. Without these essentials,…
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TL;DR - Too Long; Didn't Read - "How Do You Feel About Money?" In our new TL;DR series episode, Jordan reads Jake's blog post where he explores the universal stress surrounding money, regardless of wealth level. He highlights how both those struggling financially and those who are well-off experience anxiety about money. Tune in to hear about how t…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss the interconnectedness of Walmart, the Federal Reserve, and tariffs, exploring how these elements influence the market. They also touch on the recent layoffs at the IRS, the potential effects on consumer s…
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On this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Jessica Nelson, senior wealth consultant, to discuss estate planning strategies for different net-worth levels. Estate planning impacts everyone, whether you have $1 million or $100+ million net worth. They cover different strategies, what you may need to i…
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Clare Haynes, an organisational psychology specialist and leadership coach, explains why there is a disconnection between teams and leadership, and suggests some ways leaders can get meaningful feedback from their teams. Haynes also identifies some qualities and traits that can help leaders grow in their roles, and why it’s important for leaders to…
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If you feel like your budget isn’t cutting it - it’s not you. You just need a better tool! At first glance, automated budgeting apps sound great. They’re marketed as being convenient and the best way to manage your money! But in our opinion these budgets have a lot of drawbacks and actually take more time to use. (at least if you want to make progr…
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On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat where they talk about the “gap” between what people think they want and what they actually regret later in life. They talk about the idea of harmonizing financial planning with personal fulfillment and how financial grow…
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Chrissy Glenn, Metal Sculptress, shares her journey from gallery curator to becoming a full-time artist working with metal. Inspired by nature and her apprenticeship with Val Bertoia, Chrissy explains how she found her passion for handmade metalwork and transformed it into wearable art. Key Takeaways: (01:40) Artistic ideas are sparked by immersion…
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