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.
…
continue reading
Commentary from Michael Kitces on Financial Planning News & Strategies
…
continue reading
We live in a world where our civilization and daily lives depend upon institutions, infrastructure, and technological substrates that are _complicated_ but not _unknowable_. Join Patrick McKenzie (patio11) as he discusses how decisions, technology, culture, and incentives shape our finance, technology, government, and more, with the people who built (and build) those Complex Systems.
…
continue reading
This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investme ...
…
continue reading
This is the official podcast feed of the Society of Actuaries
…
continue reading
The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
…
continue reading
Our host Joseph is an Economist, Mathematician, Mortgage Broker, and the Founder of It's Simple Finance. Joseph Daoud is a multi-talented professional with a passion for finance, mathematics, and empowering individuals to achieve their financial goals. As an economist and mathematician, he offers unique insights into market trends and data-driven decision-making. Join us as we discuss finance, mortgages and home buying in Australia! Follow us on our pages; www.itssimple.com.au Instagram: @it ...
…
continue reading
1
GentleMan Style Podcast-God, Family, Finance, Self
Marcus Norman-Entrepreneur, Licensed Professional, insurance, finance, reti
This show is dedicated to discussing the hot topics in our society and challenges men grow up and go through in life whether it be finances, relationships, and leading your homes with God at the forefront.
…
continue reading
WealthWaveNOW™ with Tom Mathews is the official vision and strategy podcast for WealthWave & TheMoneyBooks and features in-depth discussions on how to succeed as a financial entrepreneur and educator. Learn more about WealthWave & TheMoneyBooks and our vision, mission and systems at wealthwave.com and howmoneyworks.com. “Today a listener, tomorrow a better leader!” - Tom Mathews WealthWave Leadership Center & TheMoneyBooks Learning Center World Headquarters: 3030 Royal Blvd. South, Suite 200 ...
…
continue reading
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
…
continue reading
Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
…
continue reading
Inspired Money is a weekly livestream podcast where a panel of experts inspire listeners to make more, give more, and live more. Host Andy Wang, named an Investopedia 100 Top Financial Advisor, explores positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, ...
…
continue reading
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
…
continue reading
Business, Finance and Soul is a podcast created for the curious, a conversation for those interested in Business strategies, Personal Finance and the driving force behind it all.
…
continue reading
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
…
continue reading
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
…
continue reading
The Talking Tuesdays Podcast is all about quantitative topics but mainly focused around quantitative finance, data science, machine learning, career development, and technical topics. Join me for some insight from a risk management professional on how the industry works and how to break in!
…
continue reading
This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
…
continue reading
Keeping you abreast with the latest developments in the accountancy profession.
…
continue reading
The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
…
continue reading
Welcome to The Finance Cafe, Canada's leading business podcast for women entrepreneurs that breaks through the money taboo and explores what’s behind the numbers. Join your hosts, Shannon Pestun, Financial Expert and Shauna Frederick, Chartered Professional Accountant and CFO On the Go, founders of the financial learning platform designed by women entrepreneurs, for women entrepreneurs as they dive into conversations about business and finance with women entrepreneurs and the experts that su ...
…
continue reading
Corporate treasury and finance executives discuss their biggest challenges and insights: blockchain, fintech, cybersecurity, payments, risk, FP&A, budgeting, forecasting, leadership, career development, and more.
…
continue reading
Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
…
continue reading
Profitable Painter Podcast is a rich resource for anyone interested in starting, running, and scaling a professional painting business, offering valuable insights, strategies, and interviews with industry leaders. Through case studies and in-depth discussions, we deliver a vivid picture of the painting industry, with a disclaimer that any financial or tax information is general and not a substitute for professional advice.
…
continue reading
Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
…
continue reading
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
…
continue reading
Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
…
continue reading
Finance Babe is the leading podcast on Financial Education for Professional Women that are ready to stop trading time for money and want to take charge of their finances once and for all so they can live the lives they desire and on their own terms. Hosted by Intuitive Financial Coach Sara Chevere, will provide you with the necessary tools to empower you to not only get rid of debt but also to build generational wealth. Sara’s methods are not of the typical Financial Advisors. What she teach ...
…
continue reading
Future Finance is a podcast that delves into the transformative world of finance, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will become a must-listen for anyone interested in the evolving i ...
…
continue reading
The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
…
continue reading
Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Technology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their operations. In this podcast, FloQast CEO Mike Whitmire (inactive CPA) and Producer Drew Carrick, CPA (The Rapping CPA) co-host a bi-monthly discussion, with occasional guests, on timely news and updates that impact the accounting, finance, and technology sectors, through an entrepreneurial and thought leadership len ...
…
continue reading
At the Future CFO podcast, we are dedicated to empowering aspiring CFOs, finance professionals, and students with the knowledge and skills they need to excel in their careers. Each episode is designed to provide practical insights, expert advice, and actionable tips that you can apply immediately in your professional life. Join us as we explore the dynamic world of finance and accounting and discover how you can turn your aspirations into reality. Subscribe to the Future CFO podcast on your ...
…
continue reading
Tune in for inspiring stories from your colleagues across the profession. You’ll hear from guest veterinarians about the journeys, challenges – and often hilarious anecdotes – that got them to where they are today. Come away with a fresh look at our veterinary community and a renewed excitement to embrace your veterinary journey. Hosted by Drs. Marci Kirk and Annie Chavent.
…
continue reading
The Finance Bible podcast is your guide to helping you reach Financial Freedom, learning new concepts one episode at a time. Zeke Guenthroth & Oscar Don dive into a variety of different finance based topics, including but not limited to investing, investment properties, saving, budgeting, shares, crypto, interest rates, inflation, wealth and debt with a new episode launching every week. You can be sure to tune in and learn how to accumulate wealth over time. DISCLAIMER:The information in thi ...
…
continue reading
Leadership development can set you apart from your peers so you can advance your career. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Team Member and Business Consultant in Corporate Finance and Accounting. In the Finance and Accounting professions, we tend to have great technical expertise, but there is a leadership skills gap. This podcast will be dedicated to leadership development for Finance and Acc ...
…
continue reading
Welcome to Talking FACS: What you need to know about family, food, finance, and fitness. Hosted by the University of Kentucky Family and Consumer Sciences Extension Program.
…
continue reading
The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
…
continue reading
We, the Latinos, Latinas, Latinx, and Latines of the US are here to stay. Y juntos, echamos pa’lante! So why navigate the choppy waters of our shared experience alone? Join Clemencia, Cecilia, and many Latino/a/x guests every Monday for a convo cultural y de corazón that digs into our unique issues. Let’s unpack those tricky topics with a fun twist, sin pelos en la lengua.
…
continue reading
The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...
…
continue reading
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 ...
…
continue reading
Hey there, fellow real estate investors, FIRE enthusiasts, and tax aficionados! Welcome to "Real Estate is Taxing" – your go-to weekly podcast for all things real estate taxes, hosted by Natalie Kolodij, EA- Real Estate Tax Strategist and dry humor extraordinaire. Each week, we're breaking down complex tax topics into bite-sized, understandable explanations, with no regard for how many obscure references it takes to get there.
…
continue reading
Don’t Depend on Daddy is an unfiltered space to learn and discuss how to build independence and OWN your life. From personal finance and career topics, to healthy habits, routines, and hobbies, the goal of Don't Depend on Daddy is to empower you to build financial, professional, and personal independence, regardless of the life stage you are in. *This is not a strictly personal finance podcast.* Host Michela Allocca is an ex-financial analyst-turned-entrepreneur, author, and digital creator ...
…
continue reading
1
The Power of Self-Image in Personal and Professional Growth
21:02
21:02
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
21:02
Show Notes: The Power of Self-Image in Personal and Professional Growth Episode Highlights: The Influence of Self-Image: We address the pivotal role of self-image in shaping our personal and professional lives. Self-perception dictates our interactions and potential, echoing Bob Proctor’s notion that self-image sets our limits. Maintaining a Positi…
…
continue reading
1
Navigating Divorce Finances: What You Need to Know
1:04:07
1:04:07
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:04:07
Watch This Interview Live: Click Here Are you facing the financial complexities of a divorce? Join Marcus Norman and expert Jamie M. Lima for this episode of Navigating Divorce Finances: What You Need to Know, as they explore the critical aspects of divorce financial planning. #DivorcePlanning #MaritalAdvice #Prenup Jamie, a Certified Divorce Finan…
…
continue reading
1
How to Retire Using Whole Life Insurance
29:23
29:23
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
29:23
In this episode, we explore how you can use whole life insurance as a retirement tool. We dive into the mechanics of leveraging your policy's cash value for income in retirement, discussing both withdrawals and loans. We break down the differences between direct and non-direct recognition policies and their impact on your retirement strategy. We al…
…
continue reading
1
Is Building Wealth Uncomfortable?
1:03:44
1:03:44
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:03:44
We speak with Jamil Frazier, a best selling author, entrepreneur, keynote speaker, business coach and investor. Is it challenging to establish generational wealth with inflation and the expenses in life? We speak about how to setup scholarships, angel investors, lending deals, the 10-10-10 strategy, and the No Ask Questions account. This conversati…
…
continue reading
1
527 – Debt After Death: Can You Inherit Debt in Canada?
30:09
30:09
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
30:09
A loved one can leave assets in their will, but what about debts? Can you inherit debt? What makes you legally responsible for debt, and what should you do if creditors come calling? Doug Hoyes and Ted Michalos tackle common concerns about a sensitive topic with a touch of lighthearted fun. They discuss joint accounts and credit cards, the role of …
…
continue reading
1
YFP Real Estate Investing 127: Passive Fund Investing with DLP Capital
50:46
50:46
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
50:46
Rich Delgado, Managing Director at DLP Capital, discusses passive real estate investing, particularly for pharmacists who may want to diversify their financial portfolio. Summary In this episode, Rich Delgado, Managing Director at DLP Capital, joins hosts David Bright and Nate Hedrick to explore passive real estate investing, particularly for pharm…
…
continue reading
1
Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
1:25:24
1:25:24
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:25:24
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuities… (9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security card is going to be an …
…
continue reading
1
Mastering Debt for Business Growth and Financial Success
22:59
22:59
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
22:59
Is your debt holding your painting business back? Join Daniel Honan, CPA and founder of Bookkeeping for Painters, and Richard Dunton, EA, BFP’s tax director, as they unravel the mystery between good and bad debt. They’ll help you understand how strategic debt management can either propel your business to new heights or drag it down. With insights t…
…
continue reading
1
Portfolio Perspectives: Balancing Watch, Wine, and Car Investments
1:37:39
1:37:39
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:37:39
In this episode of the Inspired Money Live Stream Podcast, we dive into alternative investments, focusing on luxury watches, rare wines, and classic cars. Our panel of experts, including Dan Spitz, master watchmaker and former Anthrax guitarist, Jasem Al Zeraei, a Patek Philippe enthusiast, Nick Baldelli-Boni, founder of "Cars in Tuscany," and Bria…
…
continue reading
1
Breaking Barriers: Ramatoulie Nyang on Women in Finance and Executive Leadership
1:05:50
1:05:50
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:05:50
In this insightful episode of the Future CFO Podcast, we are joined by Ramatoulie Nyang, an experienced finance leader and executive coach with over 17 years in audit, finance, and leadership roles across Africa and the UK. Ramatoulie shares her inspiring journey from Deloitte auditor to senior leadership in international organizations, all while j…
…
continue reading
1
The value of connection: Reflections of an advocate for women
15:30
15:30
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
15:30
Alicia Antonetti-Tricker, a principal at Crowe LLP, remembers a time when she saw very few women in leadership roles in the accounting profession. Whether barriers were real or perceived, she said, “there were barriers for women advancing in the profession.” Today, that’s changing, and events such as the AICPA & CIMA Women’s Global Leadership Summi…
…
continue reading
1
Marketing & Distribution Section: Impact of Lower Interest Rates on Marketing and Distribution
9:58
In this episode, host Tiana Zhao, FSA, CERA explores impacts of interest rate changes on insurance market, specifically on marketing and distribution.
…
continue reading
1
Careers in Finance: Alex Yuditski – Investment Banking
33:55
33:55
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
33:55
In this episode of Careers in Finance on FinPod, we talk to Alex Yuditski, a growth investor at Bessemer Venture Partners. Starting with a pivot in college from history to economics, Alex’s path led her from investment banking at Regions Bank and William Blair to working on pre-IPO growth equity deals at Blue Owl Capital. Now at one of the top vent…
…
continue reading
1
The Shifting Landscape of Accounting Careers - Ep. 36
55:27
55:27
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
55:27
Let's start off Q4 the right way, in the city that never sleeps, New York -- just like this episodes entrepreneurial CPA guest, Joey Reeves, founder of Universal CPA Review. Drew and Joey talk about the proposed 150 hour credit requirement change to the CPA exam, the shifting landscape of the accounting profession due to AI, and what it was like to…
…
continue reading
1
Empowering Women and Transforming Lives: Rose Macias on the Financial Literacy Revolution
1:08:32
1:08:32
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:08:32
Contact Rose: https://wealthwave.com/rosemaciasTom Mathews, Rose Macias által
…
continue reading
1
#23: Seas the Deduction: Business Travel on Cruises Explained
21:15
21:15
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
21:15
If you've considered attending a cruise that relates to your business-you won't want to miss this episode. Learn the ways you can and can't write off a cruise as a business expense. Facebook Group for Tax Professionals Facebook Group for Real Estate Investors [00:00:00] [00:00:00] Welcome to Real Estate is Taxing, where we talk about all things rea…
…
continue reading
This episode of My Veterinary Life podcast is a special takeover focused on the upcoming AVMA Veterinary Leadership Conference (VLC), hosted by previous student attendees, Lily Smith and Taylor Barton. They discuss the “top 7” benefits of the conference, including networking, scholarship opportunities, and exploring diverse career paths. We hope to…
…
continue reading
1
YFP 379: Inspiring Bold Ideas: Career and Entrepreneurial Insights with Dr. Brooke Griffin
47:56
47:56
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
47:56
Dr. Brooke Griffin, founder of Bold Idea Group, shares her career journey in pharmacy academia to launching her own coaching business. This episode is brought to you by First Horizon. Summary In this inspiring episode, Tim Ulbrich introduces Dr. Brooke Griffin, a coach, mentor, and founder of Bold Idea Group. Dr. Griffin shares her career journey i…
…
continue reading
Lynn Radose, Mercia's Product Director and Pete McGrath, Head of Marketing discuss Mercia's shift to digital, on-demand, and bite-sized training programmes, responding to client needs and AI in learning. They also explore pathways to help clients navigate Mercia's extensive training offerings. For more information on this topic and more, please vis…
…
continue reading
1
The hundred-year-old telegram worth $5 million, with Jim McKenzie
1:52:36
1:52:36
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:52:36
Patrick McKenzie (patio11) is joined by his father, Jim McKenzie, for an intimate and in depth exploration of commercial real estate development. They unravel the complex web of relationships, regulations, and often absurd situations that shape our built environment. From the intricacies of curb cuts and driveway permits to the art of navigating lo…
…
continue reading
Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal partner Mortgage Choice – in Sydney on 15 November. In this first episode of the Women in Finance Podcast series 2024, host Annie Kane reveals why the Women in Finance Summit and Awards will be bigger and…
…
continue reading
1
Crypto Has Bought The 2024 Election!
23:33
23:33
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
23:33
Send us a text According to the consumer advocacy group Public Citizen, almost half of all corporate money contributed to this year's US election campaigns has come from crypto backers and politicians are bending to their will with promises to reduce regulation and consumer protections. Why do Trump and Kamala Harris suddenly support crypto? In tod…
…
continue reading
1
Transforming Your Painting Business Through GP to CAC Ratio Mastery with Mike Gore-Hickman
38:53
38:53
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
38:53
Can understanding one key financial ratio transform your painting business? Join us as we chat with Mike Gore-Hickman, the founder of Painter Growth, to uncover the secrets of mastering the GP to CAC ratio (Gross Profit to Customer Acquisition Cost) and why it's crucial for scaling your business. Inspired by insights from Alex Hormozi, we'll dissec…
…
continue reading
1
The Role of AI in Shaping the Future of Finance Automation and Innovation with Nicolas Boucher
48:17
48:17
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
48:17
In this episode of the Future Finance, hosts Paul Barnhurst and Glenn Hopper do an in-depth analysis of the transformative role of AI in finance with Nicolas Boucher. With AI becoming increasingly central to the finance industry, this conversation explores how generative AI and automation are reshaping the future of financial operations, decision-m…
…
continue reading
1
How to Create a Holiday Savings Plan
21:55
21:55
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
21:55
On this episode of DDOD, Michela shares how you can start saving and budgeting for the holidays! Learn quick tips to plan your holiday budget, who you’ll buy for, map out expenses, and shop intentionally. GET RAKUTEN: https://www.rakuten.com/r/MICHEL156676?eeid=28187 OWN YOUR CAREER: https://breakyourbudget.com/oyc-book FREE FINANCIAL PLAN CRASH CO…
…
continue reading
1
Ep #397: Empowering Internationally Born Clients Through Financial Planning
55:50
55:50
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
55:50
In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas that specializes in serving foreign-born individuals. Originally from Kenya, Jane shares her journey of coming to the U.S. to study computer science and how a lack of cultural competence in financial advising insp…
…
continue reading
1
Our Retirement Planning Process: EDU #2440
1:39:58
1:39:58
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:39:58
Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas. The post Our Retirement Planning Process: EDU #2440 appeared first on The Retirement and IRA Show.Jim Saulnier, CFP® & Chris Stein, CFP® által
…
continue reading
1
438 what is Stockspot and how can it automate your investing?
49:01
49:01
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
49:01
In today’s episode Dev interviews Sarah King from Stockspot, touching on: 👉🏾 what is Stockspot? 👉🏿 summary of service 👉🏻 account types and flexibility: investing for individuals, trusts, and self-managed super funds 👉 what are the fees? 👉🏼 does it allow automation? 👉🏽 what sort of portfolio does Stockpot offer? 👉🏾 what happens if Stockpot goes bank…
…
continue reading
1
MoneyWi$e: Saving Money on Clothing Care
19:10
19:10
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
19:10
Host: Mindy McCulley, MS Family and Consumer Sciences Extension Specialist for Instructional Support, University of Kentucky Guest: Jeanne Badgett, MS Extension Associate for Clothing, Textiles, and Household Equipment Season 7, Episode 14 Jeanne Badgett unravels the myths surrounding clothing care to help listeners find strategies for saving money…
…
continue reading
1
#78 - Lifestyle Investments: Leveraging Seaside Property for Passive Income with Casey Roloff
51:41
51:41
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
51:41
In this episode of Passive Income Pilots, Tate and Ryan sit down with Casey Roloff, the visionary behind Seabrook, a seaside town in Washington. They explore how pilots and high-income professionals can strategically invest in real estate within Opportunity Zones while also leveraging short-term rental tax loopholes and self-directed IRAs for signi…
…
continue reading
1
What's New CFI: Introduction to Bank Valuation
11:55
11:55
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
11:55
In this episode of What's New at CFI on FinPod, we’re excited to introduce our latest course, "Intro to Bank Valuations." We’ve designed this course to simplify the world of bank valuation models by focusing on practical methodologies like the asset value approach, comparables, and the dividend discount model. We dive into why mastering bank financ…
…
continue reading
1
Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business with Gaetano Sacco
1:30:00
1:30:00
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:30:00
Gaetano Sacco is a partner and senior financial advisor at Fountainhead Advisors, an RIA based out of New Jersey that oversees approximately $900 million in assets under management for 1,000 households. Gaetano transformed his early career challenge of perceived inexperience into a distinct advantage, highlighting his youthfulness to reassure retir…
…
continue reading
1
Ep #207: Saving for a Stranger: How Perceptions of Our Future Selves Affect Financial Decisions
20:03
20:03
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
20:03
How do you perceive your future self? How you answer that may matter when it comes to your finances. Research shows we may have a particular POV when it comes to looking forward at our lives, which can lead to challenges in saving for retirement. On today’s episode, we'll explore how this disconnect, along with concepts like temporal discounting an…
…
continue reading
1
Bonus Episode: Discussion on the Proposed Veterinary Professional Associate
30:59
30:59
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
30:59
Today we have a bonus episode of My Veterinary Life Podcast. We are joined by two special guests Drs. Melanie Marsden and Jennifer Bosler to discuss the proposed creation of a new Veterinary Professional Associate (VPA). During the conversation we discuss what a proposed VPA is, why this is important timing in Colorado and much more. We appreciate …
…
continue reading
On this week’s episode of the Rx Money Roundup, Tim Ulbrich, PharmD and YFP Co-Founder challenges listeners to think about and define what financial success looks like for them. Mentioned on the Show: Submit a Question to Be Featured on Rx Money Roundup Subscribe to the YFP Newsletter YFP Disclaimer
…
continue reading
1
How this broker and accountant forged a winning partnership
1:05:22
1:05:22
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
1:05:22
With their client lists comprising many high-net-worth individuals, Pristine Finance broker Marinko Radomir and Parras & Associates accountant Nick Parras often find themselves leaning on the other’s expertise. In this episode of Elite Broker, host Annie Kane is joined by Miranda Brownlee, editor of Accountants Daily, as they sit down with the brok…
…
continue reading
1
Ep 180: Michael Rosen - Hedged for Success: Convertible Bonds Explained
35:17
35:17
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
35:17
In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the firm. Michael covers his career managing a mutual fund group and the decision to start Context Capital after recognising the limits of traditional mutual funds, particularly the lack…
…
continue reading
1
Rise Up: Finding Strength & Conquering Challenges in Tough Times with Alison Levine
28:51
28:51
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
28:51
Alison Levine, the Tuesday Keynote at AFP 2024, knows what it’s like to survive (and thrive) in the world’s toughest environments. She served as team captain of the first American Women's Everest Expedition, scaled the "Seven Summits," and skied to the North and South Poles. In her New York Times bestseller, On the Edge: Leadership Lessons from Eve…
…
continue reading
1
How I Finally Got Over my FEAR of Public Speaking
41:52
41:52
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
41:52
Watch This Live: Click Here Ever feel nervous about speaking in front of a crowd? Turn your fear into finesse with this episode: How I Finally Got Over my FEAR of Public Speaking #publicspeaking #speakingconfidence #podcast Join Marcus Norman as he engages with the exceptional Mitch Carson, a world-renowned speaker and entrepreneur, who shares his …
…
continue reading
1
Health Section: Medicare STAR(T) of a New Era
33:42
33:42
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
33:42
Listen in as host Jackie Lee talks to Suzanna-Grace Tritt about Medicare Stars again. We first began this discussion with the 2020 podcast, Health Section: Medicare Star Ratings. Is it a STAR(T) of a new era? What has happened with Stars since Covid? What happened during the summer of 2024 that was unprecedented? Also, here are other articles from …
…
continue reading
1
Episode 8: Let the Fun Begin - Using our Senses to Explore and Experience Food
26:19
26:19
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
26:19
Hosts: Courtney Luecking, PhD, MPH, RDN Extension Specialist for Maternal and Child Health Anna Cason, RDN, LD, Extension Associate for Food and Nutrition Department of Dietetics and Human Nutrition, Martin-Gatton College of Agriculture, Food and Environment, University of Kentucky Dr. Courtney Luecking and Anna Cason wrap up the SNACK Club series …
…
continue reading
1
Population Shifts and Market Trends Revealed with Zeke
18:33
18:33
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
18:33
Send us a text Curious about the secrets behind the skyrocketing property market and its implications on your investments? Prepare to uncover the driving forces behind the significant increase in property dwelling sales and the dramatic reduction in housing supply. With insights drawn from trusted data sources like SQM, CoreLogic, and the ABS, we c…
…
continue reading
1
Indexed Universal Life Insurance Continues to Be a Problem
32:57
32:57
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
32:57
In this episode, we discuss the ongoing debate surrounding Indexed Universal Life (IUL) insurance. We address recent criticisms of IUL, including claims about its complexity and suitability for consumers. You'll hear our perspective on why many of these criticisms may be overblown or misplaced. We break down a recent court case involving IUL and pr…
…
continue reading