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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Financially Speaking – Your Guide to Financial Freedom Join Greg and Rachel as we navigate the world of personal finance, investing, and wealth-building—one real conversation at a time. We’re on a mission to achieve financial freedom, and we’re bringing you along for the journey. From real estate and side hustles to smart money habits and the mindset shifts that make all the difference, we break down practical strategies to help you take control of your finances and build the life you want. ...
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Money with Monika is a weekly personal finance show that answers your queries on all investment matters. Monika Halan, Consulting Editor of Mint and author of Let’s Talk Money, takes you through the various avenues of savings open to you - deposits, stocks, bonds, mutual funds, insurance and pension funds. This is a Mint production, brought to you by HT Smartcast.
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The Boosting Your Financial IQ podcast deconstructs accounting and financial concepts to provide listeners with a holistic understanding of how money works and how to create more value. The host, Steve Coughran, brings his wealth of experience working as a business owner, management consultant, and CFO to share examples, stories, and analogies that deepen business acumen and build skills related to financial literacy. Boosting Your Financial IQ centers in on financial and accounting topics t ...
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Welcome to the 360 Money Matters podcast where Financial Planners, Billy Amiridis and Andrew Nicolaou talk all things Financial Planning. This podcast aims to increase your knowledge and confidence with all thing’s money. Each week we will cover topics such as investing, cashflow and budgeting, saving, passive income, debt management, and much more so you can live life on your terms without limits.
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
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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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Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (which can feel like a bad case of indigestion). From navigating student loans to making smart investments, we explore everything from PSLF to practice ...
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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
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Find Your Balance is a podcast about making smart money moves, hosted by US Eagle Federal Credit Union. We cover all topics that can contribute to better financial wellbeing.
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Smart, funny friends Dara M Wilson and Yasmine Khan bring money talk out of the shame drawer and onto the table.
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Every Monday, The Business Times breaks down useful personal financial tips with expert guests. Hosted by Howie Lim. Produced by BT Podcasts, The Business Times, SPH Media.
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On the House: The household management science insights podcast, is a podcast from LMSL all about helping you or a friend – talking about anyone really- with no skill to develop their skills and confidence to build a healthy home lifestyle! We talk about the freedom of living alone, how not to poison yourself. We even talk about laundry! Each topic addresses an element from the comprehensive framework of several domains and elements created by the Center for Household Management Science.
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Conversations with smart people exploring smart buildings technology, hosted by James Dice. www.nexuslabs.online
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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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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Beyond The Financial Matrix: Unlock Your Potential, Align Your Values, Manifest Your Dreams
Kevin Wenke, CFP
01
Beyond The Financial Matrix is here to help you be free by understanding the rules of the financial game so you can challenge conventional thinking, make smart financial decisions aligned with your values and manifest the life you desire. With engaging discussions, expert insights, and practical advice, this podcast will empower you to take control of your finances, break free from the status quo, and confidently navigate your unique path to a secure and fulfilling financial future. Embark o ...
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Join two dudes, Ben and Brent, to discuss current market events and savvy financial strategies to build wealth consistently over time.
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How do we lead with purpose, make better decisions, and navigate an uncertain future? On If/Then, Stanford GSB faculty break down cutting-edge research on leadership, strategy, and more, exploring enduring questions and the forces reshaping business and society today, from AI to geopolitics. Hosted by senior editor Kevin Cool.
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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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Debt Free Momentum for High Achievers: Become Debt Free, Savings Strategies, Money Management, Calendar Budgeting, Money Mindset
SanityCents by Shanalei | Calendar Budgeting Coach, Career Professional, Mom and Wife
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If your family makes good money, but it just doesn’t feel like it, Debt Free Momentum for High Achievers is for you! In fact, 8 million people earning over 6-figures are living paycheck-to-paycheck and it’s time we changed that for you. This podcast is for you if are asking... ＞ How to stop overspending ＞ How high earners can get out of debt ＞ How to do budgeting for high income earners Hi! I’m Shanalei, a budgeting coach who specializes in strategic money methods to break free from debt and ...
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Pat Flynn from The Smart Passive Income Blog reveals all of his online business and blogging strategies, income sources and killer marketing tips and tricks so you can be ahead of the curve with your online business or blog. Discover how you can create multiple passive income streams that work for you so that you can have the time and freedom to do what you love, whether it's traveling the world, or just living comfortably at home. Since 2008, he's been supporting his family with his many on ...
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Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.
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Transform your family’s finances with the Beyond Budgets® podcast. Host Deb Meyer, CFP®, award-winning author of Redefining Family Wealth and mom of 3, empowers parents to save diligently, invest wisely, and contribute generously. We delve beyond budgeting tools into values-based financial planning, marriage and money, college saving plans, investment strategies, tax-saving secrets, insurance essentials, and more. Tune in biweekly on Thursdays for solo episodes and enlightening expert interv ...
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ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC hosts top market participants offering educational and actionable advice to help you build your best portfolio. And, at the end of each episode, stick around for our 'Markets 102' segment where we round out the conversation with some thoughtful, in-depth analysis and perspective to help you better understand ETFs, and put it in the context of today's markets.
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Thinking out loud about the future of the world, as shaped by technological serendipity contraptions.venkateshrao.com
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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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Ahoy there, wealth seekers! I'm your captain on this thrilling voyage through the uncharted waters of wealth creation, personal finance mastery, and transformative investing – Derek, host of "Wealth Whisper." Forget confusing charts and dry financial lingo; this podcast is your treasure map to a future overflowing with gold. Each episode is a treasure chest brimming with: Budgeting booty: Uncover hidden treasure in your daily expenses and unleash the power of strategic saving. Wealth-buildin ...
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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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Welcome to The Successful Contractor Podcast, Powered by CertainPath. A show for residential contractors about residential contractors… We chronicle business journeys, share insights, and celebrate successes in this wonderful industry.
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The Dr. Sev Talks Money podcast's mission is to empower women to approach money confidently, reframe their financial habits, and build a future where their money is a tool for opportunity and security. Through Dr. Sev Talks Money YouTube channel and Podcast, I provide actionable advice and inspiration to help you achieve financial freedom. Website: https://www.sevtalksmoney.com/ YouTube: https://www.youtube.com/c/DrSeverineBryan--SevTalksMoney LinkedIn: https://www.linkedin.com/in/severinebryan/
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The FAM Podcast: Balancing Wealth and Wellness. Welcome to Finance and mental health podcast also known as "The FAM Podcast", where financial wisdom meets mental wellness! Join host Braimoh Umoru as he delves into the intricate world of personal finance, guiding you on a journey to financial freedom and well-being. In each episode, we unravel the secrets of smart money management, discuss practical tips for living a debt-free life, and explore wealth creation strategies that empower you to a ...
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Are you a real estate investor who’s tired of missing out on deals because you don’t have the money to fund them? Maybe you’re just starting in real estate, overwhelmed by all the conflicting advice, and wondering how to break through. Or you’ve done a few deals, but your business feels more like a hobby than a reliable source of income. If you’re struggling to take your real estate business to the next level, this show is for you. Welcome to The Private Money Show with Jay Conner, where we ...
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Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them week ...
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Thinking out loud about the future of the world, as shaped by technological serendipity contraptions.venkateshrao.com
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Money Reset: A Woman's Journey to Financial Freedom with The Budget Babe Join The Budget Babe, a busy educator on a mission to build wealth and retire earlier, as she navigates the road to financial freedom. With no fancy financial degrees—just real-life experience—this podcast is all about reshaping your life and making smart financial decisions now. It’s time to stop mindless spending and start investing in your future. In each episode, Money Reset dives into practical tips for managing mo ...
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Balancing careers, caregiving, and personal well-being is no small feat—especially for women who often carry the weight of multiple roles. From supporting aging parents to raising children and managing demanding careers, financial planning can easily take a back seat. But your financial future deserves attention, and we’re here to help you take charge. Welcome to Women's Money Wisdom, the podcast designed to empower women with the knowledge and confidence to build financial security and achi ...
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Mark explores the minds of visionary entrepreneurs who refuse to limit themselves to a single venture to learn how these trailblazers manage risks, innovate across industries, and turn ideas into impact. Whether you’re scaling your first business or juggling several, this podcast is your ultimate guide to thriving as a parallel entrepreneur.
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Policybazaar UAE invites you to be part of ‘The Policy Project’, a captivating podcast series that explores the influence of finance and insurance on our day-to-day lives. Our mission is to provide our listeners with the information they need to make educated decisions and remain abreast of the ever-evolving banking and insurance market. Whether you’re a student, a working professional, or someone who’s simply intrigued by the industry, there’s something here for everyone. Tune in to join ou ...
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We all want to be smarter with our money, but with all the noise and abundance of mixed information out there most people often become overwhelmed with where to start. As a result, most people choose to do… nothing! In this podcast, Peter and Hovig, share practical, no-BS tips and strategies to help you make smart decisions about your personal finance and investing in Australia. Each week we will explore current topics, answer our listeners questions, and guide you through how to confidently ...
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Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.
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A podcast show for parents who want their children to grow up financially smart or free. Eric Yard is the host and he's here to talk about old, present and future ways of managing and creating money for the young to learn so that parents can teach it to them.This can be instilled into to our children at a young age and carried with them until is time to leave the nest. Some of the topics like how to teach kids to use credit cards responsibly, how to teach your child about investing, ways to ...
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Mailbag: How to Stay Smart When the Market Drops
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Market volatility has a way of shaking confidence. It's easy to feel uncertain, but reacting without a plan could do more harm than the drop itself. In this special mailbag episode, Frank tackles timely listener questions about navigating today’s uncertain market. Here’s what we discuss in this episode: 🧭 Why “stay the course” only works if you hav…
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Start Feeling Better About Money Today and Learn How to Manage Finances After a Layoff
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Learn how to navigate job loss and reshape your money mindset to feel more in control — emotionally and financially. What should you do with your money after losing a job? How can you feel better about money and stop stressing about finances? Hosts Sean Pyles and Elizabeth Ayoola discuss managing job loss and improving your relationship with money …
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May 9th, 2025 | Palantir Technologies, Big Money Managers, Apple’s Stock, Retirement Income Taxation, The Scotts Miracle-Gro Company (SMG), Block, Inc. (XYZ), Amazon, Inc. (AMZN) & McDonald's (MCD)
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Why I won’t be buying Palantir technologies anytime soonWhen I’m out in public many times people ask me what my opinions are when it comes to investing, the markets or individual stocks. I have to say the one stock that people seem to be asking the most about recently is Palantir Technologies, their ticker symbol is PLTR. I believe I’m asked about …
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Episode 269: RSU's Demystified: How Smart Women Manage Equity Compensation
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💬 Are you leaving money on the table by not understanding your equity compensation? Equity compensation is no longer reserved for top tech execs—it’s becoming a standard part of pay packages across industries. In this empowering and informative episode, Melissa Joy , CFP® breaks down the increasingly common but often misunderstood world of Restrict…
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The Biggest Ripoff: Understanding the True Value vs. Cost of Your Financial Advisor
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The American proverb “you get what you pay for” is well understood but not commonly applied. Nowhere is this made more abundantly clear than in the food services industry, where people line up for cheap, borderline toxic calorie bombs to satiate their immediate cravings. One should not ask why healthy food is so expensive but why fast food is so ch…
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May 23rd, 2025 | U.S. Credit Downgrade, EV Declines, 401(k) Private Investments, New SALT Proposal, CAVA Group, Inc. (CAVA), First Solar (FSLR), Levi Strauss & Co. (LEVI), & UnitedHealth Group (UNH)
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The U.S. just received a downgrade to its credit rating, should you worry? Last week, Moody’s announced it downgraded the United States sovereign credit rating from AAA to Aa1. While a downgrade is important to understand and can have negative consequences for interest rates, this downgrade did not seem too problematic. I mainly say that because Mo…
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Protect Your Investments and Create Income for Life
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Advisors Ford Stokes and Sam Davis share a special Memorial Day message for listeners before discussing a quote from novelist Jane Austen. Then, they dive into exactly how annuities work and some of the best options available for those looking to establish a personal pension in retirement. -- Schedule Your Free Meeting with a Fiduciary Advisor : ww…
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Paul Freedman: Why Menus Matter in Household Life | On the House #79
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From vintage restaurant menus to modern takeout flyers, menus can serve as inspiration for meal planning. This week on On the House: The Household Management Science Insights Podcast, host Marie Stella interviews food history expert Paul Freedman to explore the fascinating world of food documentation. Specializing in a variety of subjects — from me…
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Moody’s downgrades the US. May 23, 2025
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– Rates drop… more to come? – Moody’s downgrades the US, and turmoil in the bond market – Westpac cutting jobs See omnystudio.com/listener for privacy information.By LiSTNR
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Michael Built a Cybersecurity Empire—Then Let Competitors Use His Tools
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What happens when a cybersecurity veteran automates the work his competitors still struggle to deliver? He builds the future—and lets them use it. Michael Peters is a rare kind of founder: one who leads both with technical depth and creative clarity. In this episode, we dive into the frameworks behind his companies Lazarus Alliance and Continuum GR…
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Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yones on Risk, Reward, and Leveraged ETFs
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Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yoneson Risk, Reward, and Leveraged ETFs Guest: Douglas Yones CEO of Direxion Company: Direxion ETF Website: https://www.direxion.com/ AUM: $50 Billion Bio: As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institution…
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Optimising cash and managing risk: Insights from Giles Hutson
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Welcome to another insightful episode of Wealth Talk, where we dive into the vital role of cash in building a resilient financial plan. This week, host Christian Rodwell is joined by Giles Hutson, co-founder and Executive Chairman of Insignis Cash. With a wealth of experience in investment banking and entrepreneurship, Giles shares practical strate…
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Amanda Taylor on Mastering Real Estate with No Money Down
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In this episode of Multiple Perspectives, host David Lofgren sits down with Amanda Taylor, a creative real estate investor, about her unique “Frankenstein Financing” method. Amanda explains how to combine tools like cash-value life insurance, business credit, and alternative loans to fund real estate deals with little personal capital. Whether you'…
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DIS Is It - The DISability Insurance Guide You Need
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You’ve spent years building your career. What happens if you couldn’t work tomorrow? This uncomfortable question highlights why disability insurance carries serious weight despite not being a flashy topic. Financial planner Jared Costigan, CFP®, CSLP®, joins us to talk about what it really means to protect your most valuable asset: your ability to …
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How to Prepare for Stagflation and Make Your Insurance Work Harder
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Learn what stagflation could mean for your finances and how to tell if you need life insurance. Do you still need life insurance if you’ve built enough wealth? What does stagflation mean for your financial plan? Hosts Elizabeth Ayoola and Sean Pyles discuss how to determine whether your life insurance coverage still fits your needs and what to watc…
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Funding Solutions for Real Estate: Raising and Managing Private Capital
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***Guest Appearance Credits to: https://www.youtube.com/@garretwong "Startup Funding Explained: Everything You Need to Know" https://www.youtube.com/watch?v=TzU9FmuVRDM In the ever-evolving world of real estate investing, access to capital can make or break a deal. But what happens when traditional funding sources dry up or become too restrictive? …
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What Is an Investment Savings Plan and Why You Need One Now
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In this episode, Certified Retirement Counselor Miguel Gonzalez breaks down Investment Savings Plans (ISP)—what they are, how they work, and how to create one that fits your financial goals. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to reti…
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#647: Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress
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How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress relate to building liquidity? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by our member of the Dentist Advisors’ Facebook Discussion Group. Tune in for s…
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SPI 871: If You're Grinding Alone But Want to Win, Listen to This
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#871 What do you imagine when you think of a solopreneur? I thought it was about building a business entirely on your own, never asking anyone for help. This gave me a sense of control, especially after losing my architecture job. Whether my brand would succeed or fail, more than anything, I wanted it to be on my terms! Here's the spoiler alert, th…
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This week, Scott talks to Motley Fool Director of Research Ryan Newman about AI-enabler Appen (ASX:APX). See omnystudio.com/listener for privacy information.By LiSTNR
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185. Behind The Scenes of Your First Financial Advice Meeting; What To Expect & Prepare
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Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we go behind the scenes of what your very first financial advice meeting looks like. We kick things off with a lighthearted tribute to Warren Buffett’s retirement, before diving into the real topic—what to expect when meeting a financial advisor. We explain that fina…
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Bonus Interview: Healthy Eyes, Healthy Lives: Vision Tips from the National Eye Institute
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Guest: Dr. Chantal Cousineau-Krieger, Ophthalmologist, National Eye Institute ️ May is Healthy Vision Month, and Matt McClure sits down with Dr. Chantal Cousineau-Krieger, an ophthalmologist with the National Eye Institute, to explore how your eye health connects to your overall wellness—especially as you age. We discuss: How conditions like diabet…
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Episode 272: First-Class Travel on an Economy Budget with Points Pro Bry Keith
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Ever wondered how people afford champagne and lie-flat seats at 35,000 feet? Hint: It's not always their wallet—it's their credit card strategy. In this episode, Melissa Joy, CFP®, sits down with travel pro and entrepreneur Bry Keith to reveal how to turn everyday spending into extraordinary travel experiences using credit card points. Bry shares h…
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Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR)
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Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR) Guest E. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVR Ticker: HOVR Website: https://www.horizonaircraft.com/ Bio Brandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acq…
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The tipping-point of “innovation”? 5/19/25
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On one hand: continue market uncertainty. On the other hand: heightened individual engagement and optimism. Put them together and you have a hungry audience the ETF industry is all-too-happy to cater too. But now, more than ever, the individual really needs to know what they are ordering… and what’s in the dish.…
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In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the common frustration dentists feel about paying taxes and offers strategies to alleviate that burden. Jake emphasizes that while taxes are inevitable, proactive financial planning can help minimize their impact. He encourages dentists to focus on aspects they can co…
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Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE
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Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE Guest Aaron Day Co-Founder & Chief Executive Officer Stock Ticker: AMZE Website: https://www.amaze.co/ Bio Aaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including tec…
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283. How to Manage a Sudden Money Windfall: IPOs, Business Sales, or Inheritance
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Receiving a large money windfall from an inheritance, business sale, IPO, or legal settlement can be life-changing, but it can also lead to costly mistakes if not handled wisely. Here’s how to take a thoughtful, strategic approach to ensure your newfound wealth supports long-term financial well-being. Related Podcast Episodes: - Ep 227: I’ve inheri…
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Smart Planning Sessions: Investing Through Uncertainty and Planning for Early Retirement Abroad
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In this month’s Smart Planning segment, a financial advisor discusses when it might make sense to scale back your 401(k) contributions. Is it safe to invest right now? Should you keep contributing to your retirement account when the economy feels uncertain? Hosts Sean Pyles and Elizabeth Ayoola discuss how to navigate turbulent financial times by f…
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Expand Your Private Capital Sources Beyond Personal Networks
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***Guest Appearance Credits to: https://www.youtube.com/@hbgcapital662 "Professional Capital Raiser Shares How To Raise Money Immediately with Jay Conner" https://www.youtube.com/watch?v=99BpAmJOs_w If you’re an aspiring or seasoned real estate investor, there’s one hurdle that inevitably determines your growth: access to capital. How do you financ…
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S1E219: Is China's economic resilience an investment opportunity? BT Money Hacks
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In the middle of May, the US said they would lower tariffs from 145 per cent to 30 per cent, while China's retaliatory tariffs on US goods will drop to 10 per cent from 125 per cent. This is promising but doesn’t take away from the fact that the tariffs may have dealt a blow to Chinese markets already. Is China still worth investing in, then? Howie…
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Mailbag: incl. How is Super fair for young people? May 18, 2025
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– Surely one company isn’t worth 6 times another? – How is Super fare for young people? – Isn’t Bitcoin going to make inequality worse? – Can we be more clever with tariffs? See omnystudio.com/listener for privacy information.By LiSTNR
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Trustee Mistakes, Real Estate Math, Crypto Moves, and Tax-Savvy Giving
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On this week's Money Matters, Scott and Pat dive into one of the most overlooked decisions in estate planning - choosing the right trustee. They break it down with real-life stories that show just how much the wrong choice can stir up family drama or even land you in legal trouble. They also take live calls from listeners with real money questions …
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#645: Two Cents 5/17 - Fed News; Private Equity's Effect; One Big Bill Overview
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses…
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Send us a text This week, Mitch took to the mic solo, diving into a really important topic: smart financial planning, especially when things feel a little uncertain. He highlighted how easy it is for emotions to drive our financial decisions and why a thoughtful approach is so critical. Mitch also addressed some key listener questions, covering eve…
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Meet the Pastor Dominating HVAC Sales: $3.5M Closed at 64%, Working Only 3 Days a Week
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Jared Dean isn’t winging it — he’s a master HVAC sales tactician. With over two decades in the industry, Jared has developed a precise, proven process that earns trust, overcomes objections, and closes premium HVAC systems at a staggering $25K average ticket with a 64% closing percentage. Jared works just three days a week in the field, serves full…
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May 16th, 2025 | U.S. Tariffs and China, Inflation, AI and Jobs, Oil Prices, Trusts and Retirement Accounts, Dick’s Sporting Goods(DKS), Charter Communications(CHTR), Krispy Kreme(DNUT) & Lyft(LYFT)
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U.S. Tariffs are hurting China Exports from China have dropped dramatically which has weighed on China’s economy. This has caused protests due to lost jobs and wages in their economy. Exports from China to the United States dropped 20% in April, but China did pick up exports from other countries like Indonesia, Thailand and Africa. While this may h…
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Is Your Investment Strategy Age Appropriate?
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In this week’s episode, advisors Ford Stokes and Sam Davis explore how to tailor your investment strategy to your current life stage. Whether you’re just starting out, mid-career, or nearing retirement, they provide practical tips on risk management, diversification, and adjusting your asset allocation. They also discuss how to protect your savings…
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Buffett, Trump, Banks and Super. May 16, 2025
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– The humility of Warren Buffett – Trump’s tariff truce – Bank profit round-up – Super tax increase… what to do now? See omnystudio.com/listener for privacy information.By LiSTNR
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This Scientologist & Best Selling Author Wants To Help You Look & Feel 10 Years Younger
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Guest: Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions Bio Craig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies. Links to Resources Mentioned:…
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The Power of Curiosity: Carla Bailo on Smart Cities, Boardroom Wisdom, and Transforming Mobility
59:53
59:53
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In this episode of The Parallel Entrepreneur, Mark Cleveland welcomes Carla Bailo—an industry visionary who’s helped shape the future of mobility, from General Motors and Nissan to leading the Center for Automotive Research and winning the USDOT Smart City Challenge for Columbus, Ohio. Carla shares stories of innovation, mentorship, boardroom leade…
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When the market is volatile, it's easy to feel like you're the only one who's ever felt this anxious. But some of the greatest investors in history have lived through chaos, and they left behind wisdom that still applies today. In this episode, Frank turns to voices like Warren Buffett, Benjamin Graham, and Jack Bogle to remind us how to stay groun…
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Ever wonder what happens behind the scenes in a medical household? We're pulling back the curtain on physician family life and dishing the unfiltered truth about riding the med school rollercoaster together and juggling careers while supporting a doctor spouse. Listen in to hear about the late nights, the moved holidays, and the six-figure student …
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