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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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This podcast gives you a smart, cool headed and down to earth wrap on the latest finance and investing news from Australia & around the world. Investing legends Scott Phillips and Andrew Page walk you through what’s really going on and what you need to know to make great financial decisions. Subscribe to get your regular fix of BS-free money advice. Sign up for the newsletter at fool.com.au/LiSTNR For more episodes download the free LiSTNR app
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Thoughts and interviews from the financial advice industry!
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This is the official podcast feed of the Society of Actuaries
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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The Investing for Beginners Podcast - Your Path to Financial Freedom
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
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We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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Join Glen James as he helps you sort your money out and get invested. Money, property, careers, life & everything in between. Formerly my millennial money. Hosted on Acast. See acast.com/privacy for more information.
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Powered by Franchising breaks down successful business ownership utilizing the franchise model, working for yourself but not by yourself, to create financial freedom with the power to change people’s lives.
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We advocate for a model of development that allows our cities, towns and neighborhoods to grow financially strong and resilient.
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The Risky Science Podcast features conversations with scientists, insurers, investors, portfolio managers, and others about the evolving science of predicting and modeling risk across both natural and man-made perils.
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Welcome to Investing With IBD, a weekly podcast for investors who want to sharpen their trading skills, learn how to make more money and take control over their investment success. From insights into stock market trends, timeless investing tips and fundamental and technical analysis of top stocks using stock charts, this is where you’ll find the expert guidance you need to maximize your gains and minimize your losses. New episode every Thursday.
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FinanceFrontierAI – Top 1% Storytelling: Strategies, AI, Finance, Business, Money, Wealth, Mindset
Hosts Max (Grok 3) | Sophia (ChatGPT) | US-Based. Top 1%. Finance + Money + AI
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FinanceFrontierAI explores the intersection of finance, AI, and business innovation—breaking down the biggest trends shaping the future. Hosted by Max (Grok 3) and Sophia (ChatGPT) from iconic U.S. locations, each episode blends cinematic insight with top 1% storytelling. Four elite series: Finance Frontier (macro, markets, geopolitics), AI Frontier AI (business innovation), Make Money (10X investing strategies, asymmetric upside), and Mindset Frontier AI (scaling success through focus, tool ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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Presented over a number of weeks by the co-founders of Algo-Chain, Allan Lane, Ph.D & Irene Bauer, Ph.D*
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Join in as Nikki Closser, a mentor in the Sue Bryce Education community, interviews photographers who manage successful portrait photography businesses from around the globe using the business model Sue Bryce teaches. Subscribe to hear stories that will fast track your success and transform you as a photographer and business owner.
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Quick Charge is a recap podcast bringing you the latest in Tesla news and the top green energy stories every Monday through Friday.
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The Fren Zone brings you the brightest technical minds in crypto and web3. Join our host Mason as he goes on a technical deep dive with cutting-edge projects building new and novel technology. Twitter: @tokensoftinc
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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Financial Modeler's Corner is a podcast where we talk all about the art and science of financial modeling with distinguished Financial Modeler's from around the globe. Financial Modeler's Corner is hosted by Paul Barnhurst, aka The FP&A Guy, a global thought leader in the field of finance. The Financial Modeler's Corner podcast is brought to you by Financial Modeling Institute. FMI offers the most respected accreditations in financial modeling.
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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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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Search Party is a video-podcast dedicated to elevating knowledge of the Entrepreneurship-Through-Acquisition (ETA) strategy, an increasingly popular model for private investing and wealth creation. The thought-leadership series is hosted by private capital journalist David Snow, and features expert commentary by Next Coast Legacy’s Dustin Sellers and Anthony Walker, two veterans of the ETA strategy. Search Party explores the ”searcher” model for wealth creation in the lower-middle-market, an ...
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Traveling nude models sharing stories (the fun, the creepy, and the awesome experiences!) and confiding in each other. Everyone - including models- struggles with something; be it social awkwardness, financial hardship, shame, anxiety, toxic relationships etc. The purpose of this podcast is to bring people closer together in understanding, expose our vulnerabilities, and share entertaining escapades. Cover image by Shaun Tia
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast. This podcast uses the following third-party s ...
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The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI. Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what’s working and what’s not working for FinServ leaders. Visit our advertising page to learn more about reaching our executive audience of AI adopters in the worl ...
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The Thriving Dentist Show by Gary Takacs guides dental practice owners and dentists in creating a profitable practice with financial independence while delivering hallmark-level quality of care. Gary’s lively discussions run the gamut from eye-opening lessons for you to become successful.
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The Small Firms Philosophy podcast has become “Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. "Transforming" started in November ...
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The MRR Institute provides industry-leading training and coaching to accounting and tax professionals who are committed to a healthy, profitable, and balanced life. Our commitment and focus are centered around teaching business processes that allow members to implement and grow a membership-based subscription business model focused on value pricing.
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Hello and welcome to GARP’s Climate Risk Podcast series, where we will be investigating how climate change is impacting the world of business and finance and what this means for risk management. Through the course of this series we will be bringing you insights from those working at the cutting edge of climate change. We will be joined by regulators, business leaders and risk practitioners who will help us build up a holistic view of the risks and opportunities that climate change poses and ...
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode ...
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Mental Models Podcast It's not a brain in a jar, that's the gist!
Dr. Daniel Krawczyk & George Baxter, JD, CFA
6172
All about your brain & obtaining real-world behavioral finance knowledge! Listeners have access to original and engaging discussion of behavioral finance and cognitive bias.
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Objectivity matters. Today, more than ever. With no agenda, other than getting it right, Milliman’s Critical Point podcast takes a deep dive into subject matter that affects the health and well-being of people across the globe, from healthcare to retirement security, flood insurance to autonomous vehicles. Through a team of professionals ranging from actuaries to clinicians, technology specialists to economists, Critical Point examines the inherent challenges – and innovative solutions – tha ...
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Let's talk about investment, financial freedom, interview preparation, travel identity, and Emotional Intelligence. Facts about wealth, trading and investing. Is Education still an asset to financial freedom. Africa and the diasporas investment opportunities, Culture, and blogging. Is creating a business model Canvas the safest route to test your startup ideas? What mechanism should one take to contribute to the alleviation of poverty within our society?
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Swift Coaches Academy: Conversations with Zenia Wood
No BS Business Strategies for Health & Wellness Coaches
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At Swift Coaches Academy, we help coaches break free from the 1:1 model and build sustainable group programs that create time, location and financial freedom. As an Exercise Physiologist turned business coach with over a decade of experience, I'm on a mission to never see another coach leave the industry again because they didn't know how to build a business. Each episode dives into what's working (and what isn't) right now with practical strategies to build clarity, sales and scalability so ...
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The Innovators & Investors Podcast: Connecting the Startup Ecosystem. We are on a mission to bridge the gap between founders, investors, and industry leaders across the early-stage ecosystem. By bringing together visionaries from cutting-edge startups, venture capitalists, family offices, angel investors, accelerators, and studios, we offer a platform for sharing invaluable insights, market trends, and first-hand experiences. Whether you’re an entrepreneur navigating the challenges of buildi ...
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Practitioners, researchers, managers, bankers, auditors, advisors and all round modelling geeks talk financial modelling, corporate finance, project finance, and business management
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This is TONIC BOOM! A podcast series brought to you by Tonic, the consultancy dedicated to giving Financial Markets firms MORE...Join our host, our resident expert ninjas and special industry guests as we drop the mic on everything from margin, post-trade, treasury, risk, and compliance, to sustainability and the decentralised finance landscape - all on a global scale. Are you ready for a dose of industry tonic?
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Become a Paid Subscriber: https://podcasters.spotify.com/pod/show/lashpod/subscribe Join the beauty community! Model, cosmetologist and digital entrepreneur Niketra offers digital products and services, beauty business education and a network support for ladies who love beauty, health and financial wellness. Members gain access to exclusive content, giveaways, events, parties and meet ups. Cashapp $belleofbeauty Paypal.me/nikestrasb Venmo https://www.venmo.com/u/Niketrasb
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Welcome to the #WisdomOfWomen Show, dedicated to amplifying the wisdom of women in business. A new model of leadership is emerging, and we are here to elevate the voices of women leading the way. We feature trailblazing women founders, investors, and growth experts illuminating the path of growth and prosperity for women-led enterprises. Join your host, Coco Sellman, 5x founder, impact investor, advisor to 500+ entrepreneurs, and creator of the Force for Good Business System(TM) -- the only ...
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The Financial Failures in Startups for Founders to Fix Bad Data and Build Profit with Alyona Mysko
48:10
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In this episode of Financial Modeler’s Corner, Alyona Mysko shares her journey from a PwC auditor to a fintech founder creating FuelFinance, a no-code financial planning tool tailored for startups and small businesses. She discusses common financial modeling challenges faced by first-time founders, the complexities of the manufacturing and fashion …
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American Express: A Deep Dive into Its Business Model and Moat
54:18
54:18
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In this episode of Investing for Beginners, Dave is joined by Brett Schafer from Chit Chat Stocks to delve into the business model and competitive advantages of American Express (Amex). They discuss Amex’s unique vertically integrated model, combining credit card issuance with payment processing, and its robust revenue streams from swipe fees, cred…
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Does the Warren Buffett Investing Model Hold Up Today? | Are You Ready for This $300k Bill in Retirement? | An IRA Rollover Mistake to Avoid
57:18
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On this episode: Buy and hold. Keep politics out of your investing. Don’t lose money. Can we still follow Warren Buffett’s advice? The huge unseen financial bill in retirement. Many baby boomers are rolling out of their IRAs and 401(k)s. Watch out for these missteps. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com …
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Mailbag: incl Is it time to cut and run? June 15, 2025
1:17:15
1:17:15
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– Which shares are used to calculate CGT – A listener rant on the banks – A reminder about getting old – Is it time for me to cut and run? – Should I buy Berkshire if the market is ‘frothy’? See omnystudio.com/listener for privacy information.By LiSTNR
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The “Running Out of Money” Crowd May Be Lying to You | When Should You Get Off the Market Roller Coaster? | How Many People Have Actually Saved a Million Dollars for Retirement?
54:49
54:49
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On this episode: A new study says with savings and Social Security together your retirement money could last 40 years or more. At what point should you start to ease out of the stock market? You’ll be shocked at how many people are having a successful retirement and don’t have a million dollars. Subscribe or follow so you never miss an episode! Lea…
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The Next Big Short is the Trade War
1:14:59
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On episode 196 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Eisman to discuss: behind-the-scenes on The Big Short, what's going on with the trade war, what looks good in financials, the labor market, what's going on at Apple, and much more! This episode is sponsored by VanEck. Learn more about…
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Unlocking Legacy Systems: Modernizing Mainframes via AI with Mechanical Orchard
43:30
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Edward Hieatt, Chief Customer Officer and Board Member at Mechanical Orchard, to explore the complex challenge of modernizing legacy mainframe systems that underpin many of today’s largest enterprises. Edward shares the genesis of Mechanical Orchard, a start…
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Innovation, and the tale of three airlines. June 13, 2025
1:12:12
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– The challenge of innovation – ASX hits a record high – Virgin to list, Rex might survive, Qantas shuts Jetstar Asia See omnystudio.com/listener for privacy information.By LiSTNR
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Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose
54:56
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In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Adrian Johnstone, CEO of Practifi, to discuss the pivotal role of CRM systems in financial advisory firms. They explore the debate between the importance of custodial systems versus CRMs, emphasizing the value of maintaining rich client relationships. The discu…
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How to win: Steve Cohen on markets and the Mets
22:20
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What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of Point72, and the majority owner of the New York Mets, discusses with Tony Pasquariello in this conversation recorded live at the Goldman Sachs Apex Sy…
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The Billionaire Playbook III: How the 1% Invest
31:38
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🎧 The Billionaire Playbook III: How the 1% Invest 💡 Welcome to Mindset Frontier AI, part of the Finance Frontier AI podcast series—where we decode the mental models, asymmetric bets, and sovereign systems used by the world’s wealthiest to control time, capital, and reality itself. In this episode, Max, Sophia, and Charlie take you inside the future…
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Governance Series: Key Success Factors for Better Governance
37:01
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In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, to wrap up and share insights and lessons learned from the series. They reflect o…
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20VC: SpaceX, Tesla, Neuralink: Elon’s Empire After the Firestorm | Are Circle and Coreweave Meme Stocks: IPO Analysis | Anduril Raises $2.6BN & Becomes Founders Fund's 1st and 2nd Largest Check Ever ...
1:16:12
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Agenda: 00:03 – Circle’s IPO: Investors Just Left $BNs on the Table 00:06 – CoreWeave & Circle: Are We Back to Meme Stock Madness? 00:11 – Should Stripe and Databricks Finally Go Public? 00:17 – US Stock Markets: How They DOMINATE the Global Game 00:21 – 50% of Unicorns Are DOOMED. What Happens Now? 00:25 – Founders Fund Just Dropped $1B on Anduril…
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Disrupting Higher Education and Embracing AI at Lumen Learning
41:22
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In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Kim Thanos, founder and CEO of Lumen Learning—a pioneering company transforming higher education by providing affordable, digital textbook alternatives aimed at increasing student success in critical gateway courses. Kim shares the origin story of…
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Navigating Market Volatility and Future-Proof Investing with Ryan Zabrowski
1:00:50
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Welcome to the Investing for Beginners podcast. In today's episode, we are joined by Ryan Zabrowski, a senior portfolio manager, CFP, and author of 'Time Ahead: Investors Guide to Prosperity and Impact.' Ryan shares valuable strategies on handling and preparing for market volatility. He emphasizes the importance of investing in stocks, understandin…
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Ep. 324 Why This Trader Says The Stock Market’s Party Isn’t Over Yet
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54:10
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Watch and learn. Scott Bennett, founder of InvestWithRules.com talks about how to understand moves from institutional investors and make profitable trades by following the big money. He also gives his take on the positives he sees in this market’s technical indicators and discusses his method for quickly filtering through U.S. traded stocks to crea…
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823b tax time: back pay, 20% HELP debt cut, WFH deductions + more
1:14:21
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It's everyone's favourite time of year - tax time! In this episode Glen and Erin Davis, chartered accountant and money coach, dig into *everything* from lodging returns to claiming WFH expenses. They touch on: 👉🏾 back paid income 👉🏿 lodging late returns 👉🏻 key lodgement dates 👉 teenagers and their income 👉🏼 side hustle income and deductions 👉🏽 sala…
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Private Credit, Liquidity, Longevity and Life Insurance With S&P’s Carmi Margalit
28:09
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As insurers seek higher yields in a persistent high-rate environment, private credit has become an increasingly significant part of portfolio strategies. But with that growth comes a new set of questions—about liquidity, transparency, and the long-term implications for credit quality. Carmi Margalit shares S&P’s analytical framework for assessing t…
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120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond
56:17
56:17
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What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt? That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks. Despite undergoing major surgery, radiation, and months of recovery, Dylan’s…
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Governance Series: Navigating Partnership Change with Purpose
33:24
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In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshapi…
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Empowering Vehicle Owners: Automotive Data Ownership & Monetization with MyAutoData
50:44
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In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Manfred Heiss, Founder of MyAutoData and President of MAUD Incorporated, to explore the revolutionary concept of automotive data ownership. Manfred shares his extensive experience from BMW, Oracle, and Hewlett Packard, explaining how his frustrati…
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What is the One Thing You Know Now, That You Wish You Would Have Learned Earlier? (Thriving Dentist 700th Special Episode)
45:20
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In this special 700th episode of the Thriving Dentist Show, hosts Gary Takacs and Naren Arulrajah ask one powerful question: “What is one thing you know now that you wish you had learned earlier in your career?” Ten amazing voices from the dental world share their honest answers, including tips on achieving work-life balance, overcoming burnout, ne…
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This week, Scott talks to Motley Fool analyst Chris Copley about Australia’s largest general insurer, IAG (ASX:IAG). See omnystudio.com/listener for privacy information.By LiSTNR
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How To Stand Out & Charge Higher Prices in a Saturated Market with Tristin Tracy
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Get a FREE Posing eBook from The Portrait System here: https://the-portrait-system.lpages.co/podcast-pose-funnel/ On Today's special re-release of The Portrait System Podcast, host, photographer and educator Nikki Closser interviews Tristin Tracy. Tristin is a family, surprise proposal, maternity and lifestyle photographer based in Santa Barbara. S…
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Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models
2:00:06
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On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss why February was probably not the top, how expensive US tech stocks are, AI, sports and more! Then, at 49:30, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored …
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High-Margin, No-Overhead: Why NTV 360 is the Franchise That Practically Sells Itself – with Patrick Brennan
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Looking for a scalable, semi-passive franchise that’s easy to sell and offers big rewards? In this episode of Powered by Franchising, I sit down with Patrick Brennan from NTV 360—a digital indoor billboard advertising franchise offering high-margin, recurring revenue with no storefront, no employees, and minimal overhead. With exclusive territories…
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Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germany’s business leaders navigating this volatile environment? Wolfgang Fink, CEO of Goldman Sachs Bank Europe SE & Head of Goldman Sachs in Germany and…
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Navigating Financial Success: Strategies for Women Founders with Priya Chanduraj
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In this episode the discussion centers on the transformative potential of financial leadership, particularly in the context of amplifying women's contributions to the business landscape. We are privileged to host Priya Chanduraj a visionary finance executive and the President and CEO of Finteam1, who is redefining financial services for small and m…
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From $20M to $300M: CFO Insights for Navigating Growth with Rick Smith, Founder of Bonfire Advisory
37:01
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The CFO role has evolved dramatically, especially for venture and growth-stage companies where traditional MBA theory meets harsh startup realities. In this episode of CFO Weekly, Rick Smith, a five-time CFO and founder of Bonfire Advisory, joins Megan Weis to share hard-earned lessons from his new book and decades of experience building financial …
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Tech-Powered Growth: Scaling Your RIA with Smart Workflows with Matthew Awai
35:36
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In this episode, David DeCelle, CEO of ModelFA, sits down with Matthew Awai of Advisor Tech Partners to explore how financial advisors can streamline operations, automate tasks, and reclaim valuable time in their business. Matthew shares his journey from working at a broker-dealer to co-founding Advisor Tech Partners, and dives into real-world auto…
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AAR01 - How to Use Automation to Build Your Wealth
42:55
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In this inaugural episode of 'At Any Rate,' Evan Raidt welcomes renowned financial expert Dave Ahern to discuss the power of financial automation. They explore various ways to automate savings, investments, and spending to build wealth and achieve financial freedom. Dave shares his personal methods of using multiple savings accounts and brokerage a…
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The Intelligence Race: Can the West Keep Up?
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🎧 The Intelligence Race: Can the West Keep Up? Welcome to AI Frontier AI, one of four core shows in the Finance Frontier AI network—where we decode how artificial intelligence is quietly reshaping the foundations of power, infrastructure, and global influence. In this episode, Max, Sophia, and Charlie take you deep into the geopolitical reality of …
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Some boomers are electing to skip their kids and send their inheritance down to their grandchildren. We explore the pros and cons and what to watch out for. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy information.…
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Governance Series: The Rise of Non-CPA Leaders in Public Accounting
36:55
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In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Eric Majchrzak, CEO/Principal for BeachFleischman, to dive into a pivotal shift in the accounting profession—the rise of non-CPA professionals stepping into leadership roles…
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Revolutionizing Dysphagia Diagnosis: IMAGExRAY’s Technology is Transforming Healthcare
29:03
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez interviews Jacqui and Steve DIMarco, the CEO and the President of IMAGExRay, about their groundbreaking development of a portable, ultra-low dose radiation x-ray system designed specifically to diagnose and treat dysphagia, a dangerous swallowing disorder. They discuss how…
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126. Stop Spinning Your Wheels! Let’s Find (& Fix) Your Real Bottleneck
29:39
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Are you spending hours creating one piece of content or writing the perfect reply… but still not seeing real growth in your business? You’re probably focused on the wrong thing. In this episode, I’ll walk you through how to finally identify the biggest bottleneck in your coaching business and fix it! Because the truth is, frustration burns your ene…
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The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. Join us each week for straight shooting, honest advice on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or fo…
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823 a look at alternative assets, hedge funds, speccies & investing in sexy stuff (campfire chat)
1:37:38
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In this campfire chat, Glen and Vince Scully from Life Sherpa unpack the world of alternative assets, everything from hedge funds and VC investments to gold, wine, watches, crypto and even pink diamonds. It’s a deep (and slightly cheeky) dive into the ‘sexy stuff’ that shows up in your super or portfolio and why you probably don’t need as much of i…
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Building a High-Impact Board in a 'Stretched-Thin' ETA Market
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A board of directors should hold the CEO accountable and evolve with the company's growth, say veterans of lower-middle-market business building. In a conversation with Search Party, Megan Webster of law firm Mayer Brown, Max Artz of Peterson Partners and Anthony Walker of Next Coast Legacy share observations about the positive impact a board can h…
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Governance Series: Implementing Operating Models in Your Firm
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In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chris Sullivan, CPA, Managing Partner of VSH CPAs, and Amber Goering, CPA, Owner of Goering & Granatino (GG Advisors) to discuss the implementation of the Entrepreneurial Op…
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NYT Journalist Shares Why America Should Sprawl
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A few weeks ago, the New York Times article "Why America Should Sprawl" went viral, sparking a national discussion about housing and development patterns. In today’s episode, Chuck sits down with Conor Dougherty, the reporter behind the article, to discuss his perspective on housing in more depth. ADDITIONAL SHOW NOTES Prefer to read or watch? We'v…
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20VC: Fiverr CEO: ‘If You’re Not Adapting to AI, F* You. You’re Done | Why "Time to Copy" is the Most Important Metric in Startups Today | Why 99% of AI Companies Today Will Die | Why Governments Will ...
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Micha Kaufman is the Founder and CEO of Fiverr, the leading online marketplace for freelance services. Fiverr has had an insane ride in the public markets, in 2019 the company went public with a $650M market cap, at their peak that hit over $8BN. Today, facing a wave of AI, the company has a market cap of $1.121BN on an estimated $430M EOY revenues…
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Transforming Legacy Industries through Thematic Investment and AI with Jon McLaughlin
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In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Jon McLaughlin, managing partner at Emberline and CEO of TBX. Jon shares his unique journey from Wall Street derivatives trading to backpacking around the world, followed by an MBA and deep private equity operational experience. Together, Jon and …
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Q&A: Screening for Red Flags; Watchlist and Industry Map Building
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In this episode, Dave and Andrew dive into listener questions about screening for red flags in companies and building a robust watchlist. Key topics include identifying financial red flags such as debt ratios and declining cash flow, the role of the 10-K in understanding business nuances, the debate between charismatic versus boring CEOs, and the m…
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