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Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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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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香港資産運用アドバイザー、AMG日本デスクのポッドキャスト。普段のアドバイザー同士の会話をちょっとだけ公開。
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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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America's Wealth Management
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Welcome to the Minority Wealth Management podcast!
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
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Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
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A discussion of market conditions and investment strategy.
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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Becoming The Wealthy You | How to Save Money, Budgeting, How to Get Out of Debt, Money Management, Build Wealth
Germaine Foley | Certified Life Coach
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Do you make good money but constantly wonder where it all goes??? Are you tired of being stuck in the cycle of overspending, credit card debt & barely saving? If you’ve been avoiding your finances because you think taking control means giving up everything you love like lattes, vacations & cute clothes, then I’ve got great news—it doesn’t have to be that way. Hi, I’m Germaine, a wife, mom, and certified life and financial coach. I help women like you take control of their finances, stop over ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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Debt-Free Momentum for High-Achievers: Serious Debt Elimination, Savings, Money Management, Calendar Budgeting, Money Mindset, Personal Finance for High Earners, Grow your wealth
SanityCents by Shanalei | Calendar Budgeting Coach, Career Professional, Mom and Wife
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If you are ready for serious debt-freedom, listen to the Debt-Free Momentum for High-Achievers Podcast! This podcast is for you if... ＞feel financially defeated ＞ have limited time to manage your money ＞ ready for serious debt reduction strategies ＞ eager for strategic budgeting that works ＞ want to grow your wealth ＞ hoping for a better money relationship with your spouse This podcast provides practical strategies & principles you can implement right away to release financial stress and beg ...
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Saturday, February 15th. Lots of tariff talk, but little action
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25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning.Annex Wealth Management által
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#613: Two Cents 2/15 - Federal Reserve 2024 Predictions; Chicken Wing Consumption; Top Vacation Destinations
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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, Taylor, and Rabih discuss the Federal Reserve's 2024 outlook, covering GDP growth, consumer spending, and policy impacts. They also explore the SuperBowl's cultural and economic influence, from chicken wing consumption to …
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114. Find Love Over 40 This Valentine's Day: Expert Tips to Craft the Perfect Dating Profile with Renée Suzanne
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Renée Suzanne is a dating coach with a unique focus on helping smart successful women master dating as a skill. She provides them with the tools to make empowered choices and connect with men who align with their values and desires. Renée was single and dating for over 2 decades before meeting her husband on Tinder in 2017 when she was well into he…
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Mastering Personal Finance: Cognitive Biases
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Summary In this episode, Michael Sayre, a financial advisor at CUI Wealth Management, discusses the importance of personal finance and the fundamental principles that can help individuals make better financial decisions. He emphasizes the significance of understanding behavioral finance and the cognitive biases that can lead to poor investment choi…
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6 Levels of Wealth Get your journey off to a great start with our financial resources: https://bit.ly/42YtpC1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/42YtllL Meet with Us: https://bit.ly/4gLQkDS Fidelity 2024 State of Wealth Mobility Stud…
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Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy
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In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the financial advisor solutions team at Ares, to delve into private market investments. They discuss how financial advisors navigate the complexities of private equity, private credit, real estate, and infrastr…
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Ease the Burden of Student Loans
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Student loan repayment with Emma Crawford, a certified financial planner who specializes in student loan strategies. Emma guides us through the often-confusing terrain of federal student loans, revealing crucial insights into various repayment options like direct repayment, public service loan forgiveness, and income-driven repayment forgiveness. L…
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Get ready for a no-holds-barred conversation that'll shake up your financial comfort zone. We're uncovering what’s at the heart of what's holding you back and lighting a fire under your dreams for 2025. Get ready to confront some uncomfortable truths and discover what truly drives you. This isn't just another pep talk – it's your wake-up call to st…
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Manufacturing manages a comeback?
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ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.Annex Wealth Management által
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Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months.
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It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).Annex Wealth Management által
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Portfolio Income Buffer
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In this episode, Daniel Sharkey, senior wealth advisor, sits down with Breanna Seech, senior wealth advisor, to explore the strategy of portfolio income buffers. Together, they discuss how these buffers can safeguard against market volatility, enhance cash flow flexibility and support long-term financial goals. Whether you're navigating uncertain m…
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Why You Need the Experts for your Investments with Phil Wellington & PortfolioMetrix
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There's a reason why investment portfolios are sometimes delegated to the experts: you need someone with experience of both Asset Allocation and fund selection decisions. In this episode, John McNicholas is joined by Phil Wellington, a Chartered Financial Analyst, Director and Investment Analyst at PortfolioMetrix. Phil has maybe an unconventional …
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Embracing Emotional Generosity with Shasheen Shah of Coherent Strategies LLC
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In this episode, Shasheen Shah, CEO of Coherent Strategies LLC, delves into the journey of aligning success with personal fulfillment. Shasheen discusses the importance of emotional generosity, the power of true human connection, and his approach to redefining wealth beyond financial measures. He also shares his insights on breaking free from distr…
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Q1 2025 Market Intel Report | Thriving Through High Valuations and Policy Changes
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Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Pros…
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#612: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1)
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On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. Tune in to hear the key takeaways from the survey including how dentists feel about their careers, work-life balance, vacations, home buying, and more. Ke…
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113. Struggling to Save Money? Try This Simple System to Build Wealth Faster
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Sign up for the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now. Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let’s change that. In a complimentary Financial Clarity Consultation, I’ll help you i…
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TL;DR - Too Long; Didn't Read - "Love and Money: How Couples Can Have Healthy Money Conversations" In our new TL;DR series episode, Jordan reads Jake's article where he uncovers why finances are so hard to talk about and share tips for improving communication, managing joint finances, and building trust. Book a free consultation with a CFP® advisor…
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Tax Tips in 10 or Less Ep. 006 Roth Five Year Rule Get your journey off to a great start with our financial resources: https://bit.ly/42JeZW1 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/4jOacsm Roth Conversion Case Studies: https://bit.ly…
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Saturday, February 8th. Not a trade war. Yet.
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Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th.Annex Wealth Management által
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#610: Two Cents 2/8 - Tariffs; Market Volatility; Is Your Spending Too High?
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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 discuss the economic and market impacts of tariffs based on economic theory. They highlight market volatility, the importance of long-term investing, and the need for tracking spending habits to ensure fina…
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15 Years Before Retirement
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15 Years Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/40M2tm3 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3Q5ODpS Meet with Us: https://bit.ly/4hgDD4R What is a Monte Carlo Sim: https://…
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#609: An Interview with Chad Hymas: Embracing Life’s Challenges
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On this episode of The Dentist Money Show, Chad Hymas joins Ryan to share his journey from a life-altering accident to becoming an internationally acclaimed speaker, best selling author, and an advocate for safety awareness and personal empowerment. He discusses leadership, personal transformation, and the influence of life-mentors. Chad shares his…
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3 Things You Can Do To Prepare For A Smoother Tax Season
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Turn tax season from a dreaded chore into a smooth, stress-free experience with insights from Grayson Tracy, a seasoned CPA from Savage Esplin & Radmall. Grayson shares his expert advice on overcoming common hurdles like disorganized records and last-minute rushes, and outlines strategies for building a productive relationship with your accountant.…
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112. How to Finally Get Control of Your Money: The Simple System for Managing Finances Without Stress
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Sign up for the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now. Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let’s change that. In a complimentary Financial Clarity Consultation, I’ll help you i…
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Tariffs: One part negotiation, one part reality
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The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.Annex Wealth Management által
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Tax Tips in 10 or Less Ep. 005 5 Tax Filing Errors to Avoid Get your journey off to a great start with our financial resources: https://bit.ly/4jyqm9p Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Tax Rates Sunset in 2026: https://bit.ly/3PSJO37 Roth Conversion Case Studies: https…
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Sunday, February 2nd. Fed policy word salad.
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Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst …
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Today, I'm sharing a debt reduction strategy that could be a game-changer for your personal finance, debt-reduction journey. We've all experienced monthly payments that seem like an endless financial burden preventing us from reaching our goals. As someone passionate about helping you optimize your budgeting and money management, I've been where ma…
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Saturday, February 1st. DeepSeek week. More questions than answers.
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The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses. Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and rec…
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#608: Two Cents 2/1 - AI Landscape; Renter's Market; Alpha Scheme
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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, Will, and Rabih disuss the growing AI landscape, highlighting the competitive dynamics between th U.S. and China. They also talk about the current trends in renting versus buying and the economic factors influencing these …
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Maintaining Financial Wellness
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Maintaining Financial Wellness Get your journey off to a great start with our financial resources: https://bit.ly/3Q09MBu Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4aHenlY Meet with Us: https://bit.ly/4ghjCd5 Vanguard’s Guide to Financ…
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#607: Should You Pursue Financial Independence or Financial Freedom?
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On this episode of the Dentist Money Show, Matt and Jordan discuss the key differences between financial independence and financial freedom, emphasizing the importance of purpose-driven financial goals and proactive planning. They share insights on gaining control over your finances, aligning habits with your personal values, and finding clarity in…
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Achieve Long-Term Success with Factor Investing
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Dan Huffman is the founder of Cornerstone Financial Planning, where he helps clients achieve financial independence through real estate investing and factor investing strategies. He lives with his wife and son in Colorado Springs, CO, and they love traveling and hiking in the mountains! This episode delves into the fascinating world of factor inves…
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111. Ten Essential Money Skills to Master for Financial Success and Wealth Building
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Sign up for the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now. Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let’s change that. In a complimentary Financial Clarity Consultation, I’ll help you i…
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TL;DR - Too Long; Didn't Read - "Financial Vegetables" In our new TL;DR series episode, Jordan reads Jake's blog post where he compares eating vegetables as a child and maintaining healthy financial habits as an adult. He talks about how "financial vegetables" like budgeting, saving, and consistent investing are crucial for long-term financial heal…
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Week One. So far, so good.
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So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat.Annex Wealth Management által
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Tax Tips in 10: 5 Reasons TO Convert to a Roth IRA
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Tax Tips in 10 or Less Ep. 004 5 Reasons TO Convert to a Roth IRA Get your journey off to a great start with our financial resources: https://bit.ly/3C9oKlH Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/4gcqHM1 Roth Conversion Case Studies: https://bit…
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In this episode, I want to share a practical strategy that could help you approach your financial goals more effectively. We've all experienced the challenge of setting ambitious targets at the start of the year, only to see them gradually lose momentum. I've been there and I understand how frustrating it can be to feel like you're not making meani…
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Sunday, January 26th. Off to the races.
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If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in reti…
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Saturday, January 25th. Policy: Getting down to business.
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High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team.Annex Wealth Management által
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#605: Two Cents 1/25 - Inauguration & The Market; Student Loans Update; Vanguard's Lawsuit
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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, Taylor, and Rabih explore how the inauguration impacts the market, the effects of tariffs on trade, and updates on student loans, including income-driven repayment plans and recent legal developments. They also discuss Van…
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