Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Expand your investing horizons and look to the long term. Join hosts Christine Benz and Team as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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Thoughtful discussions about current topics, moderated by American Banker editors.
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Studying success with professional people
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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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Next Gen Personal Finance (NGPF) is a free blended-learning personal finance curriculum to engage and empower students to make informed financial decisions. In our podcasts we interview educators and other experts in the field of Personal Finance.
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Learn all the hacks to upgrade your life, money and travel – all while spending less and saving more. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life, looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk will help you learn the strategies and tactics they used to shape their success.
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The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Tune in for financial market analysis, roundtable discussions on the policies impacting the domestic and global economies and news-making interviews with business influencers across the world.
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The FinServ Podcast brings together legends and leaders in financial services to show the path they took. We want to inspire the next generation of talent in financial stories through the true leadership stories of industry titans.
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Welcome to the Guernsey Finance podcast page. Our podcasts bring you all the latest news and insight from Guernsey, the global finance specialist, as well as audio from some of our online events.
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Top of the Morning is a daily podcast in which we bring you all the action from the global markets and the business world to kick-start your day on a well-informed note. This is a Mint production, brought to you by HT Smartcast
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“Slices” on the people and organizations in finance via news, thoughts, podcasts, spotlights and more!
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The Barefoot Innovation podcast, hosted by the Alliance for Innovative Regulation (AIR) CEO Jo Ann Barefoot, explores better solutions for financial consumers at the intersection of technology innovation and regulation.
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Moody’s experts from around the globe and external guests join hosts Scott Phillips and Vittoria Zoli discuss macro, financial and credit trends shaping the world of emerging markets. Published by Moody’s Investors Service.
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Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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Welcome to the Financial Wellness podcast station where our expert hosts and guest speakers share real life stories and valuable financial tips and insights to empower you with the knowledge and tools needed to make informed decisions about your money. For more financial wellness tools, videos, and webcasts visit www.golden1.com/financialwellness. Over time products and services may change. Please visit Golden1.com to learn about all current offerings.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Hosted by Nick Samuels of the US Public Finance team, Muniland delves into the latest developments impacting the credit environment for states, local governments, healthcare, higher education and more. In each episode, Moody’s analysts join Nick in exploring the ramifications of the pandemic, climate change, cyber risk, federal policy, pension burdens and other deep-seated challenges.
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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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Hello, and welcome to GreatConversations, a podcast about leadership and life from GreatAmerica Financial Services. Our host for this series talks with thought leaders and innovators from across the business world.
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Jesse Mecham and Mark Butler teach you how to manage your business cash flow, hone your business model, and not freak out about money.
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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
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EU Finance - The Future of Finance
Financial Stability, Financial Services and Capital Markets Union (DG FISMA)
The EU_Finance podcast is created by EU Commission’s Directorate General for Financial Stability, Financial Services and Capital Markets Union. Short episodes are released monthly on topics related to banks, capital markets, insurance, digital or sustainable finance, anti-money laundering, etc.
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Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®". Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not necessarily those of Raymond James. Important Disclosure Info: http://raymondjames.com/smicd.htm. The rating isn’t intended to be an endorsement or any way indicative of the advisors abilities to ...
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We will talk here about everything. Pets, Fashion, Digital Marketing, Sports, Finance, Casino and so on... More about axolotls: https://petsfromamfar.com
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The latest podcast feed searching 'Finances' on SermonAudio.
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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
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Subscribe to FHLBank Atlanta's podcast series, iLink, today. Catch up on the latest industry trends, expert perspectives, and FHLBank Atlanta news.
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Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Financial Advisor Tim Russell, CFP® of Life Financial Group, and Pastor Drew Gysi of Life Institute, explore the Theology of Biblical Financial Stewardship and its application to everyday financial decisions. For more, visit www.StewardologyPodcast.com
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Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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This is the Red Barn Financial Podcast. Red Barn Financial is a financial advisory company serving family and small businesses. Red Barn Financial helps people: 1. Organize their finances and put together a plan for success 2. With their investments through financial plans and investment analysis and investment management. 3. With risk mitigation strategies including life insurance, disability insurance and more. 4. Through tax planning strategies 5. Setting up IRAs, brokerage accounts and o ...
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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Providing high quality capacity building programs for financial supervisors and regulators to build more stable and inclusive financial systems. Toronto Centre is an independent not-for-profit organization that promotes financial stability and access to financial services globally, particularly in emerging markets and developing countries. www.torontocentre.org What financial supervisors and regulators do every day has a ripple effect that cascades across government, NGOs, and the private se ...
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This is NAIFA’s Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
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Ep. 17: Where Military and Financial Services Meet
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In this special episode of our Shares podcast recorded at The College’s 2024 Military Summit in Philadelphia, PA, host and military veteran Chet Bennets, CFP®, ChFC®, CLU®, RICP®, CLF® speaks with Lacey Langford, AFC®, founder of MILMO® and MilMoneyCon™ and an expert on navigating financial topics within the military community. They discuss the dua…
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GNU spurs economic optimism — but is this just another 'Ramaphoria' moment?
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Since SA's Government of National Unity came into effect the rand has retained its strength and major stocks on the JSE are making impressive gains. Is this early economic enthusiasm a temporary surge, reminiscent of “Ramaphoria”? Or is it indicative of lasting and meaningful change? Adriaan Pask, chief investment officer at PSG Wealth, shares his …
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Google Ads Bidding Types - Alex Curtis
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Alex continues to breakdown the Google Ads jargon this time with focus on the different bidding types. He shares what Google says about them, how they work and his experience using them. On this episode, Alex covers the following: 1. Manual CPC Bidding 2. Maximise Clicks Bidding 3. Smart Bidding 4. Target CPA Bidding Brought to you from the team at…
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The post-purchase space is a land opportunity, feat. Gaurav Mittal, EVP of Ethoca
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Gaurav Mittal, Executive Vice President of Ethoca, a Mastercard company, shows that the post-purchase space represents an opportunity for our industry. It's where customers want convenience, autonomy, and trust but many of the players today have not been able to meet their demands.Mittal brings a unique insight into how tools like digital receipts …
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Episode 25: Service Through A Lifetime with Berry McCracken
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In this episode, Dennis interviews Berry McCracken, a Realtor and a Senior Real Estate Specialist on how he helps clients at every life stage create wealth through owning an leveraging Real Estate.Dennis Wells által
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AI Use Cases in Risk Management for Financial Services - with Swami Jayaraman of Iron Mountain
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Today's guest is Swami Jayaraman, Senior Vice President and Chief Enterprise Architect at Iron Mountain. Iron Mountain is a publicly traded global leader in storage and information management services trusted by over 240,000 organizations worldwide, including 90% of the Fortune 1000 for over 70 years. Swami returns to the program to talk about use …
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The Chopping Block: World Liberty Financial, Liquidity Risks, and Global Crypto Adoption - Ep. 708
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Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week the squad is live from Token2049 in Singapore and joined by special guests Mo Shaikh, CEO and Co-Founder of Aptos Labs, and Arthur Hayes, CIO at Maelstrom. In this episode, they tackle …
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Ensombl on Tour: Growth Series #3
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Join Peita, Adele and Dean at the Future Proof Festival as they discuss the wide range of insights and takeaways from Day Three, including the differences between the Australian and US financial advice industries, the importance of technology and data management, behavioral finance tools, client engagement strategies, and the shift towards a more c…
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What can be learnt from historic booms and busts in the technology sector?
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Analysing past events can provide helpful clues for investors on how to successfully navigate the unpredictable technology sector, says PSG Wealth’s Adriaan Pask. This podcast/video/article was first published on Businessday.com on July 2024.
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Today’s disciplined savers are tomorrow’s prosperous investors
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Nirdev Desai, head of sales at PSG Wealth, explains the difference between saving and investing, and shares lessons to be learnt from successful savers, which can be replicated to help you achieve your financial goals. This podcast/video/article was first published on Businessday.com on June 2024.
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Could JSE delistings signal trouble ahead for local investors?
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The JSE has witnessed a significant decrease in listings in recent years, dropping to only 284 at the end of 2023. PSG Wealth’s Adriaan Pask explains what’s causing this trend and how it will affect investors. This podcast/video/article was first published on Businessday.com on May 2024.
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Global economic pulse check
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Adriaan Pask, chief investment officer of PSG Wealth, provides an update on how the markets have fared so far in 2024, and what investors can expect from the rest of the year. This podcast/video/article was first published on Businessday.com on April 2024.
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To invest or not: the great cash debate
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Adriaan Pask, chief investment officer of PSG Wealth, explains the investment strategy behind low-risk investment products and why they’re an important part of a holistic portfolio. This podcast/video/article was first published on Businessday.com on February 2024.
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Elections and interest rate cuts are two of the key themes driving investment decisions in 2024, but what else should investors expect from a markets perspective? PSG Wealth's chief investment officer Adriaan Pask shares his views in this informative podcast. This podcast/video/article was first published on Businessday.com/ on February 2024.…
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Fostering a healthy relationship with money to achieve financial freedom
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Nirdev Desai, head of sales at PSG Wealth, discusses different factors that can shape your relationship with money, for better or worse. He also pinpoints the lessons to be learnt from the healthy financial behaviours of successful high-net-worth individuals, which can be replicated to help you achieve your financial goals. This podcast was first p…
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7 money mindset blocks that stop you reaching your goals
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When it comes to achieving financial success, it's not just about the numbers. Our behaviour plays a crucial role in reaching our goals. Certified Money Coach Karen Eley shares the seven common mindset blocks that stop us from making progress towards our financial goals and how we can overcome them. Financial Abuse Support Toolkit | 1800RESPECT Ser…
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Episode 27: Pouring Trust into Clients with Scott Harmeyer
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In this episode, Dennis Interviews Scott Harmeyer with F.C. Tucker Real Estate in Central Indiana. Scott parlayed his experience in the world f car sales to be a successful Rel Estate Agent. Scott discusses adding value to clients and the benefit of great negotiations.Dennis Wells által
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Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Monday, September 23, 2024. My name is Nelson John. Let's get started. Aswath Damodaran is known as the "dean of valuation". In a free-wheeling conversation with Abhishek Mukherjee, Damodaran talks about how he assesses c…
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Ensombl on Tour: Growth Series #2
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Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice management strategies, the importance of adapting to demographic and industry trends, and leveraging technology to enhance client relationships and communication. Peita Diamandtidis LinkedIn: https://www.linkedin.com/in/peitamd/…
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David unpacks on the crafty fine print involved in a lawsuit where a man tried to sue Disney over his wife’s death, and why the “Cup & Handle” is David’s favorite and the most predictable pattern in the SP market charts.Retire SMART LLC által
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“How is the AI World Changing?,” “Stock Market Basics” and “Fundamentals”
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Talk Money with Jim Shoemaker Join Jim Shoemaker, Dr. Kevin Westbrook, and Scott Jordan as they give an update on “How is the AI World Changing?” Timmothy Meggs and Scott Jordan will educate us on “Stock Market Basics.” "Helping You Make the Most of Your Money” Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory serv…
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525 – Why it’s so hard to get out of debt: Family Pressure, Debt Fatigue and Finding Professional Help
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Does it feel impossible to make any progress with your debt? Getting out of debt is a battle against high interest rates, financial traps like payday loans, and the emotional toll that debt takes on your mental health. Doug Hoyes and Ted Michalos explore the hidden factors that keep you stuck, from the predatory lending practices that pile on to yo…
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Episode 26: Elevating the Client Experience with Kris Bashenow
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In this episode, Dennis interviews Kris Bashenow, a licensed Realtor with the DeBoer Group and Real Broker. They discuss her journey in real estate as well as how she provides the best possible experience for her clients.Dennis Wells által
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Duplicity and Scandal at the Secret Service
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The Secret Service says Trump is fully protected - but he clearly isn't. This problem just is not going away. With Sen. Ron Johnson (R-WI), Kevin Warsh, Steve Forbes, Charlie Gasparino, Alex Marlow, Byron York & Sen. Markwayne Mullin (R-OK) Learn more about your ad choices. Visit megaphone.fm/adchoices…
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How Does Inflation Affect Your Portfolio?
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Inflation is a hot topic these days, and it's impacting all aspects of our lives, including our investments. On the latest episode of the Retire While You Work Podcast®, our team discusses the current market conditions and explores the fluctuating effects of inflation on your portfolio.Don't forget to like, subscribe, and tune in for essential tips…
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Has Price Waterhouse gone too far with monitoring their employees’ locations to enforce its “return-to-office policy?” With significant fraud in the social security system, is the elimination of the wet ink signature requirement a good idea? And what is going on with Volkswagen potentially closing their plants in Germany? David Brooks has answers t…
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The SEC Thinks Crypto Airdrops Are Securities. Here's Why This Lawyer Thinks It's Wrong - Ep. 707
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This week, Republican Representatives Tom Emmer and Patrick McHenry sent a letter pressing SEC Chair Gary Gensler for clarity on how securities laws apply to airdrops. With billions of dollars worth of tokens airdropped this year alone, projects need clarity more than ever. In this episode, Amanda Tuminelli, Chief Legal Officer of the DeFi Educatio…
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How To Invest In AI vs Tech In A Portfolio
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AI investing is a hot topic of conversation. But how should investors be considering both tech and AI in their portfolios - as part of the same allocation, or should they be separate? Jay Jacobs, US Head of Thematic and Active ETFs at BlackRock joins host Oscar Pulido to discuss whether investors should consider AI and tech as separate allocations,…
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Join Tom Wheelwright as he discusses the evolution of a business and when to recognize it is time to exit with entrepreneur and investor, Greg Jaggers. Greg Jaggers is co-owner of J&H Livestock located in the Shadows of the Wind River Range, which served as an essential corridor for the Lander Trail which is a spur to the Oregon Trail. His ranch li…
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Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Friday, September 20, 2024. My name is Nelson John. Let's get started. On Thursday, Indian equity markets hit another record high following the US Federal Reserve's decision to cut interest rates by 50 basis points—double…
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Fed Rate Cut Won't Save Harris
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The market loves the surprise 50-bps rate cut, but it won't save Kamala Harris. Plus, Trump sets a Presidential crypto record, and does an hour of Gutfeld! With Liz Peek, Jason Trennert, Kash Patel, Aaron Cohen, Sen. Cynthia Lummis (R-WY), Rich Lowry, Tammy Bruce & Rep. Jim Jordan (R-OH) Learn more about your ad choices. Visit megaphone.fm/adchoice…
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Detoxing our finances, getting a better deal & 6 year's of dinner ideas [Money & Chill]
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Money & Chill is back again for September, and Kate Campbell, Owen Rask & producer Monique discuss how they've been detoxing their finances and getting better deals. Plus, we discuss some great money resources, how Rask Invest is going behind the scenes and why Owen subscribed to so many streaming services. Series resources Ask a question: https://…
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4 Steps to Manage Debt with Biblical Wisdom | SLW #147
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Send us a text Do you have debt that you aren't sure how to manage? Tune in to hear some biblical encouragement and practical tips for conquering your finances. Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice OTHER RESOURCES: ✍️Kingdom Advisors | https://kingdomadvisors.com ✍️CV…
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Ensombl on Tour: Growth Series #1
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33:19
Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from first day, including donor-advised funds, AI's impact on wealth management, the future of the industry, and innovative fintech solutions for client engagement and personalisation. Peita Diamandtidis LinkedIn: https://www.linkedin.com/…
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The Chopping Block: SVM vs. EVM, VC Investment in Solana and Memecoins’ Future - Ep. 706
1:13:33
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1:13:33
Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, the squad is joined by special guest Mert Mumtaz, co-founder of Helius. In this episode, the crew dives into the growing rivalry between SVM and EVM, the surge of VC investments in the…
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Transitioning Wealth: Succession planning for today's families
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33:20
In this episode, we are joined by Catherine Grum, Founder of Catherine Grum Consultancy Limited. We discuss the evolving landscape of wealth management, focusing on the transition of wealth to younger generations, the changing nature of family businesses, the rise and management of entrepreneurs, and the importance of communication in succession pl…
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AdviceTech Podcast #101 - Paradino
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29:53
In this week's episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino's vision to connect the back office and automate the advice process using AI, including their current file note automation functionality, upcoming features, and the potential for AI to enhance client relationships and reduce the cost of advice. Josh …
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Ep 86. Welcome, Evan Marshall!
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10:54
Making his debut, CPA and director of Tax Services at Retire SMART, Evan Marshall, joins David Brooks in the studio. Evan leads the Tax SMART division, specializing in saving hundreds of thousands in taxes for entrepreneurs, high income earners, exit planners, and more.Retire SMART LLC által
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20. The First 90 Days: How to Start Your New Job
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34:49
This episode shares tips for making a great impression in the first 90 days of a new job. We break down a simple 30-60-90 day plan to help you settle in, learn the company culture, and start making an impact. Along with advice on setting routines and keeping a healthy work-life balance, David shares his story of overcoming challenges in a high-pres…
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Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
18:24
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18:24
Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.…
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The rise in financial scams and fraud is disheartening and many retirees are failing victim to these crimes. To help prevent fraud, a simple tactic to to freeze your credit. In this show we talk about the how and why of implementing a credit freeze.Dan Wendol által
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Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Thursday, September 19, 2024. My name is Nelson John. Let's get started. India’s frontline equity indices traded within a narrow range on Wednesday amid market volatility, as investors remained cautious ahead of a crucial…
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Powell's Rate Cut Gift to Kamala Harris
46:22
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46:22
The Fed's Jay Powell says the Biden-Harris is doing great, so why is he giving Kamala Harris a 50-bps super rate cut just weeks before the election? With John Carney, Scott Bessent, Gov. Glenn Youngkin (R-VA), Sen. Marsha Blackburn (R-TN), Newt Gingrich & Rep. Byron Donalds (R-FL) Learn more about your ad choices. Visit megaphone.fm/adchoices…
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This was the fourth webinar of the series on the revised Core Principles for effective banking supervision. The revised Core Principle 25 emphasizes banks’ capacity to handle severe operational risks, including pandemics, cyber threats, and natural disasters. Additionally, the revisions introduce a proportionality approach, aligning regulatory rule…
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Market Cap Game Show: Throwdowns & Long-Term Wins
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1:00:37
Welcome back to our quarterly Market Cap Game Show! This week, two past champions, Matt Argersinger and Yasser El-Shimy, face off in a battle of wits and estimates, each vying for the coveted seat in our 2025 “March Market Cap Madness” World Championships. With 10 stocks on the line and two throwdown rounds, who will come out on top? And how will y…
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State of Multi-Family Real Estate
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48:30
Join Tom Wheelwright as he discusses where to put your money in the current real estate market with expert and multi-family real estate investor, Brad Sumrok. Since 2005, Brad has personally helped his students purchase over $6 Billion in apartment complexes, involving thousands of investors who have taken his training. Many of Brad’s students bega…
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How are emerging community banks building effective tech partnerships?
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22:19
Welcome to the second episode of our de novo community banking series. I’m Sara Khairi, your host and reporter at Teasheet. If you tuned in a couple of weeks ago, you know we kicked things off with a deep dive into Craft Bank's journey in Atlanta, from CEO Ross Mynatt's debut leadership role to its choice of core tech partner and the strategies it …
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Dylan Ingerman and Cole Mattox, Founders of First Generation Investors
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34:16
In this episode, host Tim Ranzetta welcomes Dylan Ingerman and Cole Mattox of First Generation Investors. They discuss their early financial experiences and the founding of their nonprofit, which educates high school students on investing and financial literacy. The episode highlights their program's approach to making financial concepts relatable …
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In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including the firm's accounting and financial planning services, his approach to networking and client acquisition, his expertise in providing financial advice during divorce and separation, and his experience of writing and publishing a book. Josh Pe…
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