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Advisers Ask

WTAMU Advising Services

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Advisers Ask gives students a new way to reach out to Advisers. Students learn best in different ways. This allows students an opportunity to learn in a way that works best for them on their own time. Overall it is about accessibility and meeting students where they are to help them succeed!
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Come join a group of friends as they shoot the breeze at a roundtable with unfiltered views on music, relationships and pop culture on a week to week basis that will sure to keep you intrigued and entertained! The iLL-Advised Podcast! Come join the wave now!If you want to suggest a topic or just to talk to us, you can leave us a comment here: [email protected]
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Passionate about working with students and making a difference in their lives? Join Matt Markin, Ryan Scheckel, and their advising guests as they bring together the global academic advising community to share knowledge, best practices, and their own advising stories.
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Welcome to the CSUSB Advising Podcast! Join co-hosts Matt Markin and Olga Valdivia as they bring you the latest advising updates at California State University, San Bernardino! Each episode is specifically made for you, the CSUSB students and parents. Matt and Olga provide you advising tips, interviews with both CSUSB campus resources and those in academic advising. Sit back and enjoy. Go Yotes!
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The Advised podcast is hosted by Financial Planner and entrepreneur Rick Luchini. On this podcast you’ll find interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.
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Just Covered

Legal & General

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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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The SMSF Adviser Show

Momentum Media

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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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Welcome to CAPCA's new bi-monthly podcast - Advice for the Adviser! Agriculture is a complex industry, and busy Pest Control Advisers don’t always have the time or patience to find the information pertinent to them. Join CAPCA staff, Alexis and Patrick, as they cut through the noise to help California PCAs find reliable information. Each episode contains powerful information to help PCAs navigate regulatory changes, find and understand information that impacts you, and learn about new opport ...
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Money Side Up

Money Side Up

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This is the show for Australians across the globe covering all things personal finance. From tax to investment planning, budgeting to property investment back home in Australia, we’ve got you covered.
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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Unlock your business's full potential with Alpha-level marketing insights. Join Aaron Shishilla, CEO of WolfPack Advising, a leading digital marketing agency, as he shares expert strategies and practical tips to help you dominate your local market. Whether you're looking to refine your business strategy or elevate your marketing game, this podcast is your go-to resource for actionable advice and real-world success stories.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Between Meetings with Matt Heine

Netwealth Investments Limited

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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.
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The ifa Show

Momentum Media

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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Welcome to Courageous Overcomers, a podcast dedicated to those who have faced adversity, whether it’s trauma, addiction, abuse, or life’s toughest challenges. In each episode, you’ll hear real stories from individuals who’ve walked through difficult times and emerged stronger through courage, faith, and resilience. This podcast provides practical advice, heart-driven encouragement, and the tools you need to begin or continue your healing journey. No matter what you’ve been through, you are n ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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401(k) Specialist Podcast

401(k) Specialist Magazine

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Ill Advised with Stefani and Ray is a comedy-advice podcast where friendship meets life’s messiest situations. Each week, the BiFFs dive into classic and modern advice columns — from the sincere & genuine to the unhinged & absurd — and serve up their own brand of thoughtful, unfiltered advice, the way only a best friend could. If you like living through someone else’s drama, emotional deep-dives, and laughing through life’s inconveniences, this one’s for you. Join the BiFFs — Stefani & Ray — ...
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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Many people are struggling with their marriage, this is not a new phenomenon. Whether it's a controlling spouse or an aggressive one, people want real practical advice how to navigate these situations. People are also sick of spending thousands of dollars on multiple therapists only to hear the same psychobabble over and over again. If this resonates with you, you have found the right address for a complicated marriage. Thousands of couples have been guided back to a functioning marriage in ...
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Every weekday for over three decades, Morning Edition has taken listeners around the country and the world with two hours of multi-faceted stories and commentaries that inform, challenge and occasionally amuse.
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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The Side Hustle Show

Nick Loper of Side Hustle Nation | YAP Media

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The entrepreneurship podcast you can actually apply! The award-winning small business show covers creative ways to make money online and offline, including blogging, online business, freelancing, marketing, sales funnels, investing, and much more. Join 100,000+ listeners and get the business ideas and passive income strategies straight to your earbuds. No BS, just actionable tips on how to start and grow your side hustle. Hosted by Nick Loper of Side Hustle Nation.
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Applying to medical school can be a very complex and confusing process! All Access: Med School Admissions by Christian Essman, Senior Director of Admissions & Financial Aid at Case Western Reserve University School of Medicine in Cleveland, Ohio, brings listeners into informative and entertaining conversations between admissions colleagues from medical schools across the US. Christian and his guests try to bring transparency to the medical school application process and help prospective appl ...
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The ILL-Advised Wise Guys podcast stars Uchay and QDeezy! Every other Tuesday at 12 PM EST, the wise guys provide their "ill-advised thoughts" on the newly released albums and singles by your favorite mainstream and indie artists from around the world! They also discuss topics in the ever-changing worlds of music and society & culture. Check out their website: www.illadvisedwiseguys.com
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Plz Advise

Solid Listen

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Writer and HelloGiggles.com co-founder Molly McAleer and her diverse roster of guests tear into listener voicemails, giving advice and exploring the underlying issues while laughing all the way. If you would like Molls to answer your question, call (323) 450-7408 and leave a message.
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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WSJ What’s News

The Wall Street Journal

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What's News brings you the biggest news of the day, from business and finance to global and political developments that move markets. Get caught up in minutes twice a day on weekdays, then take a step back with our What’s News in Markets wrap-up on Saturday and our What’s News Sunday deep dive.
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The Financial Coconut Podcast

The Financial Coconut

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The Financial Coconut is Singapore’s First Finance Podcast Network. We are focused on covering insights, stories and frameworks around Retirement, Financial Wellness and Income anywhere. If you love what we do, join our email list to stay connected. Feel free to join our community Telegram group! https://t.me/thefinancialcoconutpodcast Whatsapp channel: https://rebrand.ly/whatsapp-join-TFC More of what we do: https://linkin.bio/thefinancialcoconut Hosted on Acast. See acast.com/privacy for m ...
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A bite-sized show about big ideas. From the people who make Planet Money, The Indicator helps you make sense of what's happening in today's economy. It's a quick hit of insight into money, work, and business. Monday through Friday, in 10 minutes or less.
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Career Practitioner Conversations is a podcast series from the National Career Development Association (NCDA). We provide research, resources, and support to career development professionals all over the world in their work to empower others to achieve their career and life goals. These conversations with industry experts cover a wide variety of relevant topics for today's career practitioners. Legal Disclaimer: NCDA provides these episodes solely for educational and informational purposes. ...
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After a ten-month hiatus, your Biffs are back! Stefani and Ray hit the waves refreshed with new questions and the same banter. This week, the Biffs take on the Slate’s “How To Do It.” A girl know’s too much about a new girlfriend’s boyfriend’s past, and is chomping at the bit to tell her. A man is turned on when he finds out his boyfriend is marrie…
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ApplyOnline is the cornerstone lending platform for the Australian mortgage and finance industry, used by thousands of brokers daily. But what do brokers really think of it? In this episode of In Focus, host Annie Kane sits down with Renee Blethyn, head of broker partnerships at NextGen, to unpack the findings of the 700 broker respondents to the i…
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As the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential areas that advisers and accountants should address in the next three w…
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In Ep. 109, Olga Valdivia speaks with returning guest, Dr. Fadi Muheidat from CSUSB's School of Computer Science & Engineering. Dr. Muheidat breaks down the various majors you can choose from: Computer Science, Computer Engineering, Computer Systems, and Bioinformatics. Dr. Muheidat clears up common myths about computer science, talks about the pro…
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In this episode, Matt and Ryan dive into the California State University system's landmark rollout of ChatGPT to over half a million students, faculty, and staff. The CSU’s bold AI initiative is meant to reshape higher education by tackling equitable access, responsible use, and workforce readiness. We also explore tough questions about AI’s impact…
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P.M. Edition for May 30. President Trump says farewell to Elon Musk as the billionaire returns to the private sector. And American consumers are feeling gloomy about the economy. WSJ reporter Chao Deng says economists chalk that up to the tariff news cycle. Plus, the Supreme Court allows the Trump administration to cancel temporary protections for …
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TRAPLIVE25 RECORDING PLUS Q&A!!! In this latest LIVE pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Four Horsemen’s Origin Stories Culture Corner TRAPist question(s) from Peter Watts https://www.linkedin.com/in/peter-watts-dippfs-cert-cii-mp-23047169/ Q&A with the TRAP Pack and our beloved TRAPists Show links: http://tin…
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In this episode, we dive deep into Roth IRAs, Roth conversions, and the most common mistakes people make when trying to take advantage of these powerful retirement planning tools. Whether you're thinking about a backdoor Roth IRA, navigating the pro-rata rule, or wondering when it’s smart to convert your traditional IRA to a Roth, this episode is p…
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Send us a text A planthopper from Asia is marching across the U.S. — and California’s vineyards and citrus groves are squarely in its sights. The spotted lanternfly (SLF) has already devastated crops in the East, and its arrival in California is only a matter of time. But there’s hope. In this episode, Dr. Marco Molfini talks about scientific disco…
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Prof. Robert Cialdini author of "Influence" says: " People follow the lead of many others."Richard Shotton who references Cialdini's work in his book "The Choice Factory" says: "People are deeply influenced by others."Social proof is a highly effective strategy for businesses. It can even help convince people to do something that they probably don'…
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Send us a text Have you ever found yourself stuck in that excruciating space between obedience and outcome, wondering if God has forgotten you? That painful waiting room is exactly what we're tackling in this soul-nourishing episode. The harvest is indeed coming, but growth requires patience. Drawing from personal experience, I share my family's ch…
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A.M. Edition for June 4. President Trump’s tariffs on imported steel and aluminum jumped overnight, leading industry players to warn of price increases and potential shortages. Plus, Journal finance editor Alex Frangos discusses the Federal Reserve’s decision to lift its longstanding cap on Wells Fargo’s assets, imposed as punishment for a fake-acc…
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Bob White | Bridging the gap: Collaboration, learning and later life lending In this episode of Just Covered, we sit down with Bob White, an adviser at Mortgage & Lifetime Solutions with over 30 years' experience. Having started his career in Mortgages and Protection, Bob qualified as a lifetime mortgages adviser 15 years ago and is passionate abou…
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The U.S. government has tallied the economic impact of major natural disasters going back to 1980. State and local governments used this data for budgeting and planning. But last month, the administration retired its Billion-Dollar Weather and Climate Disasters disaster database. Today on the show, we speak to Adam Smith, the architect of the progr…
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On this episode of The ifa Show, host Keith Ford is joined by Hugh Robertson, chief executive of Centaur Financial Services, to explore the challenges that come with market volatility and how advisers can really show their value in these times. Although many clients will feel the need to adjust their investments as changes occur, Robertson believes…
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Join Reggie and co-host, Abu Sofian, Founder of Seyrul Consulting & Keynote Speaker, in a candid panel with three cross-border experts who’ve cracked the code on expanding from Singapore to Malaysia. Forget textbook advice—this is raw, on-the-ground wisdom you won’t find anywhere else! Meet our Guests: Hossan Leong, Creative Director (Entertainer-t…
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P.M. Edition for June 3. As the U.S. debt grows—and with the “big, beautiful” spending bill set to push it even higher—some on Wall Street are warning that the debt level might soon be unsustainable. And, though it’s not the first time we’ve heard such warnings, WSJ investing columnist Spencer Jakab joins to discuss why this time they’re worth list…
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In this episode, Melissa Venable, NCDA's Director of Professional Development, talks with NCDA President Marty Apodaca about the upcoming NCDA 2025 Global Career Development Conference, scheduled for June 18-20 in Atlanta, Georgia. Marty discusses the theme he selected, Autonomy to Change: Evolving and Adapting Career Development in Revolutionary T…
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A.M. Edition for June 3. The OECD is warning the U.S. and global economies are likely to face slowing growth this year and next, amid tariff-related uncertainty and the prospect of higher-for-longer inflation. Plus, chief China correspondent Lingling Wei profiles Beijing’s new trade negotiator and his mandate from Xi Jinping not to cater to Washing…
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By 2048, more than $100 trillion is expected to be inherited, or passed down from one family member to another. But a lot of the time, the money doesn't end up where it's intended. On today's show, we navigate the thornier questions in estate planning. Related episodes: What women want (to invest in) For sponsor-free episodes of The Indicator from …
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In this episode of New Broker, host Annie Kane catches up with Maulik Chaudhary from Brokio and Matt Turner from GSC Finance Solutions to discover how they work together as mentor/mentee. Tune in to find out: Their top tips for choosing the right mentor. The problems with differentiating mentoring and business coaching. Why they think industry need…
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P.M. Edition for June 2. Taser’s boss topped the highest-paid CEOs list this year, while Elon Musk came in last at $0. But as Musk rejoins the business world after his stint in Washington, WSJ’s Theo Francis discusses how Tesla’s board could figure out how much to pay the world's richest man. Plus, the suspect in the Colorado flamethrower attack ha…
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Recently the Department of Labor’s (DOL) Employee Benefits Security Administration announced that it has rescinded its 2022 guidance that discouraged retirement plan fiduciaries from including cryptocurrency investments in 401(k) plans. The move is seen as a removal of a big regulatory roadblock that forced plan fiduciaries to exercise “extreme car…
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Bonus Episode for June 2. President Trump’s tariffs plans pose an enormous challenge for U.S. retailers like Macy’s, Target and Best Buy. Some companies are working to move production out of China, others are negotiating with suppliers or even lifting prices for customers as the trade upheaval scrambles profit forecasts. Investors and analysts also…
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