Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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Advisor Solutions Podcasts
A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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“The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is a content series designed specifically for point of sale resellers and software developers.
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The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.
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Welcome to the Growing Your Business Podcast, hosted by Buddy Broyles, a program that answers the question, "What's in it for me", for both businesses and their customers. Growing Your Business is produced by Visual Learning Solutions, owned by Buddy Broyles, providing businesses with the opportunity to expand their reach and for customers to learn "What's in it for them". Each episode features a business leader sharing their story of the challenges of business growth.
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Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
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A fun and informative technology podcast
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The Happy Retirement Show with Victor Gray and Colin Hurst
Victor Gray, RICP® and Colin Hurst, CFP®
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Hosted by Victor Gray, RICP® and Colin Hurst, CFP®, The Happy Retirement Show is an educational resource designed to help you learn how to achieve a successful and fulfilling retirement. Each episode, Victor and Colin will share expert insights on building a solid foundation for your future. Tune in for thoughtful discussions on income planning, managing risk, tax planning, legacy building, and much more. Whether you're planning your retirement or already in it, the Happy Retirement Show is ...
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment tea ...
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Conversations with the smartest, most interesting people at the intersection of real estate, leasing and accounting.
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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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You’re a good leader. You might even be a great one. Whether you’re leading a team of one, two, or three thousand, how you lead determines whether you survive or thrive in the workplace. I’m Kathy Andrews, and this is the For Leaders, By Leaders podcast. We’re here for insightful conversations with real leaders, sharing inspiration and practical advice to help you unlock the best in yourself and those around you. When you face those moments where you ask yourself, “What do I do?” or “How can ...
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Accelerate your success with insights from a multidisciplinary team of healthcare strategy, regulatory affairs, population health, patient engagement, and interoperability experts. These timely discussions can help you better navigate the challenges of running your ambulatory care practice.
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John Stevenson, a prominent wealth protection educator, has been able to help thousands of people successfully strategize for retirement. With retirees living longer and retiring earlier, having a retirement income that cannot be outlived has been a growing concern for many seniors. His clients include teachers, business owners, executives, doctors, and entrepreneurs to name a few. Not a single client has ever lost money due to market fluctuations. John is also an expert in structuring Tax-F ...
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If you’re a Police Officer, Law Enforcement Officer or support staff, serving or retired or considering leaving the Police, then this is for you! Every episode, I’ll bring you interviews with subject matter experts like CV writers, recruiters, business and mindset coaches, senior executives and more plus interviews with officers who have successfully transitioned to new roles. We’ll discuss why and how they did it, their fears, how they overcame them, lessons learned and what life is like ou ...
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Welcome to Chatter with BNC, Business North Carolina magazine's weekly podcast, serving up interviews with some of the Tar Heel State's most interesting people.
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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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Podcast by Howard Kettner
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The go-to site for digital health executive/provider interviews, technology updates, and industry news. Listed to in 65+ countries. Sponsored by Sage Growth Partners and Quantum Health.
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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Every successful business starts out with an idea and a dream. In the Founders Story Podcast, you’ll learn from local entrepreneurs as they discuss their journey from their first inspiration to their first employee and the steps they took to get there. Listen to the Founders Story to hear how these entrepreneurs gained the success they enjoy today.
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Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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My name is Tim Nash, and I’m on a mission to help a million people put their money where their values are. Over the last 15 years, I’ve helped thousands of people build a new relationship with money and take practical steps to align it with their values. Listen, managing your finances can feel icky, with lots of negative emotions like guilt and shame. But it doesn’t have to! There’s a whole amazing world of social finance and cooperative banking that puts people and planet above profit and I ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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This HR Podcast makes YOU think and rethink. Don’t be stuck with HR leadership. Learn from those who’ve lived it. Tune into the CHRO Mindset Podcast to lead future of HR. 1. Lead HR. Skip the fluff. Discover how top CHROs think, act, and lead inside the boardroom – get one step closer to your seat 2. Map your next career move. Get step-by-step career stories that can help you shift mindset- you needed to be a CHRO 3. Learn from global CHROs. Hear from leaders at Trident, Ford, Alstom, and mo ...
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What if you could learn from experienced real estate investors, find out what got them to where they are now, get insight into their daily habits, and take these insights to inspire your own growth? That's what each episode of Zen and the Art of Real Estate Investing brings. Hosted by Jonathan Greene, a real estate investor for more than 30 years, as well as advisor and coach, the founder of Streamlined Properties and the Team Leader of Streamlined Properties, brokered by Real, every episode ...
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My name is Bry Willis. Here you can find my thoughts on topics ranging from business transformation strategy to enterprise business architecture to transformation implementation and adoption. I view transformation through a customer experience lens to solve business challenges and leveraging technology to enable solutions. Here I share decades of my experience in corporate and management consulting contexts, from my beginnings as a technologist through to my time as a consultant and advisor. ...
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Traditional media on Finance has become too commercial and one sided. We strive to show the truth behind the current topics in the financial news today. We strive to be fully transparent and would love to see your comments on our videos however since Patrick Morehead is an actual financial advisor the SEC does not allow comments on Youtube Videos. We would still love to hear form you about potential topics, things you like and of course things we can work on. Please reach out to us at Hello@ ...
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Consulting for Humans is all about the trials, tribulations, and triumphs of a life in consulting. Each week, Ian and Mike shine a light on a new topic, bringing insights from decades of experience in consulting to business clients. We'll be examining the ideas, old and new, that underpin what makes consultants happy and successful. We think the job gets easier, the more human you are! So it’s our mission to add just a little more humanity to the lives of consultants, and to bring some of th ...
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Utility Emergency Response with Isaac Alatorre is an informative and educational program for those in the utility and liquid management industry. Join Portable Pipeline Advisor and Host Isaac Alatorre as he explores all things utility industry, and emergency preparedness. Twice a month Isaac will share his expertise with you all about the wonderful and exciting world of Water, Wastewater, and Flood Management along with guest experts in the industry.
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Better People Decisions. Stronger Teams. Scalable Results. The People Playbook is your weekly guide to building high-performing teams and cultures that scale. Hosted by leadership coach and executive advisor Jason Taylor, this podcast features raw, insightful conversations with CEOs, founders, and culture builders who know what it really takes to lead in today’s world. From mindset to execution, every episode unpacks the strategies, missteps, and breakthroughs behind exceptional leadership - ...
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Forming the Future of Finance
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From The Top with Chad Hesters is the podcast for mid-cap, family-owned, privately held, and larger organizations facing big decisions about leadership, succession, and hiring the right people. I’m Chad Hesters, executive search partner, leadership advisor, and former U.S. Naval Intelligence Officer. Each month, I sit down with CEOs, founders, board members, and leadership experts to discuss the real challenges of finding and hiring the leaders who can move a business forward and the ever-ch ...
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Building Blocks: Connecting People, Places, and Policies is a space for thought-provoking conversations about the current issues, trends, ideas and big questions facing the affordable housing and community development field in the United States. The podcast series is hosted by Laurel Blatchford, former president of Enterprise Community Partners, a proven and powerful nonprofit, creating opportunity for low- and moderate-income people through affordable housing in diverse, thriving communities.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
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Welcome to The Culture Code podcast. On this podcast, you’ll learn how to grow, shape, and sustain a high-performance culture with the CEO of LEADx, Kevin Kruse. From designing and delivering highly effective leadership development programs, to measuring and improving the employee experience, you will understand what it takes to cultivate a thriving company culture. Through interviews with Chief People Officers, deep dives into key topics, and recordings of our invite-only community sessions ...
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The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Josh Jalinski
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Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute fo ...
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Welcome to this podcast series from Cummings Pepperdine. Cummings Pepperdine advises on the three key areas of law, tax and FCA in alternative assets. Each Pep Pod looks at one or more of these areas of advice, with the aim of providing our listeners with useful updates, insights and information which will help your business. If you have any questions, just get in touch with us. Our contact details are all on our website, cummingspepperdine.com. Enjoy the Pod!
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DaVinci Academy presents an interview series with physicians, medtech innovators, and entrepreneurs that are making an impact on healthcare.
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Arete is a Greek word that essentially means “the fulfilment of one’s full potential”. Or as the famous Greek author Homer wrote, “where heroes gather to realise their full potential”. The Arete podcast is designed to showcase the careers of leading CEOs, Chairs and other successful senior leaders. Rather than a formal interview, this is a relaxed “fireside chat” style conversation, where Richard Triggs talks to the guest about their careers, key achievements, lessons learned along the way, ...
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The Alpha Female Podcast is a weekly podcast designed to inspire you to live like an Alpha Female. An Alpha Female is a powerful and assertive woman. Her confidence is due to being an intelligent and intellectual problem-solver. Being an Alpha Female is a State of Mind based on choosing ambition and being proud of it. She strives for a happy and healthy work/life harmony. Robyn (Baldwin) Pineaul interviews other Alpha Females to find out their tips and tricks to fit in fitness, health and nu ...
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The Connected Accountant is the essential podcast for accounting firm partners, directors, and business managers who want to grow their practice, increase profitability, and achieve freedom through strategic partnerships. Featuring three industry experts – Talila Kroy (partnerships and business growth specialist), Wayne Findlay (offshoring pioneer and chartered accountant), and Ian Aldridge (progressive lawyer working alongside accountants) – each episode explores how accountants can transfo ...
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We live in a world that never stops moving, where society depends on the constant flow of goods and people. This is all made possible by the marvels of our modern infrastructure, but who are the pioneers that bring order, processes and systems to keep us moving, and what can we learn from their insights? In Infrastructure Momentum Makers, host and strategy advisor Ratna Amin speaks with the movers and shakers at the intersection of the public, private, and civic sectors about the latest brea ...
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12.17.25 Household $ Saving Tips / Housing: Buying Vs Renting
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How far are you willing to go to save money? We asked our Clarkies to share their best tips and you sure represented! Today we share our Clark Daily Newsletter survey results on the topic of frugality. Also - is home ownership still the American dream? It’s complicated. Clark discusses the decision factors involved in the largest purchase we ever m…
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Patrick Horsman, CIO, BNB Plus – Building a Better DAT: How one digital asset treasury is creating real value for investors
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For those who might be newer to the space, Digital Asset Treasuries, or 'DATs' for short, can be a good way to start investing in crypto. Not all of these treasuries do a great job of creating value for users, but today's company uses an innovative model that includes several different strategies for yield generation. Patrick Horseman is the Chief …
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RSPA Trusted Advisor Ep. 147: Empathetic Leadership with W2W Leader of the Year Sandee Finley
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In Episode 147 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks leadership with Sandee Finley, Chief Payments officer at Paysafe Associates and the 2025 RSPA W2W Community Leader of the Year. Among the topics discussed are the value of leading with empathy, encouragement, and authenticity, why people connect with honesty and not perfection, and t…
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How To Feel Good About Spending in Retirement & Big Changes to Your 2026 Taxes Are you a lifelong saver struggling to spend your retirement nest egg? You're not alone! Many people who successfully save a significant amount face a major psychological hurdle when it comes time to shift from an accumulation mindset to a distribution (spending) mindset…
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Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25
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The low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’ for the media stocks, and Wedbush’s Dan Ives says 2026 will be a ‘Monster Year’ for Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.…
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It’s a special holiday edition of the Good Investing Show! The winter countdown is on, and you might still have a few folks on your gift list to shop for. Why not gift your loved ones an impact investment? Tim Nash is joined by Jo Reynolds of Catalyst Community Finance to share their holiday gift guide, where your investment can be part of real cha…
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12.15.25 Protect Your Retirement Accounts / Electronic Medical Records
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In this episode - Brokerage accounts lack legal protection. Clark explains how criminals have figured out how to target brokerage and retirement accounts, and 2 steps you can take to protect your invested life’s savings. Plus - More doctor’s offices are moving to digital paperwork, but patient uptake is surprisingly low. Know the advantages of havi…
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76 - Health, Wealth and Tax Savings in One Strategy 401h
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In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into existing retirement …
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303: Building Bold Brands For Your Short-Term Rental or Boutique Hotel with Steph Weber
1:04:28
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Jonathan Greene sits down with Steph Weber, CEO of The Weber Co., to break down why short-term rental owners can't rely solely on Airbnb if they want long-term control and growth. Steph explains how direct branding protects your business from platform changes, helps guests connect emotionally to what you offer, and creates a clearer path to repeat …
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Who Has Actually Saved $1 Million for Retirement? [Rebroadcast]
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Only 3% of Americans have saved $1 million for retirement. according to 24/7 Wall St. & AOL. I'll break down what that means—and why your personal number might be more important than any national average. After that, I answer a listener question where we tackle how to cover healthcare costs in early retirement—specifically for a 58-year-old retiree…
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12.12.25 Clark Answers His Critics on Clark Stinks / Retirement Planning 2026
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in today’s episode: Take it to the limit - the new retirement account limits. Clark has updates and advice to enhance your retirement saving strategy. Clark Stinks: Segments 1 & 2 Retirement Planning 2026: Segment 3 Ask Clark: Segmen…
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On this episode of Growing Your Business, Sophea Wideman shares the powerful and personal journey behind NeuroLocker, an all-in-one productivity tool designed by neurodivergent people for neurodivergent students. Inspired by advocating for her brother through school, Sophea turned a college project into a real company, earning pitch-competition win…
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Join Newton One Advisors (Mark Singer and Steve Target) and Rich Carroll, Principal and Co-Founder of Maximus Partners, as they explore the significance of pristine historical accounting and the power of forward looking financial forecasting and budgeting. This discussion will highlight how these practices directly impact the successful and lucrati…
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John Ratley - Rooster General Contractors
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In this episode of Growing Your Business, Buddy sits down with John Ratley, owner of Rooster General Contractors, a boutique design-build firm specializing in complex, deeply personal construction challenges. John shares how his faith, family, and years in the trades shaped his mission-driven approach to building — and rebuilding — spaces that matt…
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302: From Ranching To Real Estate Investing with Joe Rinderknecht
56:19
56:19
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Jonathan Greene sits down with Joe Rinderknecht, multifamily investor and co-founder of Cowboy Capital, to explore how he built a real estate portfolio by staying curious, solving problems, and building long-term relationships with owners. Joe shares how he broke into multifamily with seller financing, how he used subject-to strategies to help owne…
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In this episode, I share how to triple your money inside an income annuity.By guaranteedretirementguy
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Books to Books: From Best Seller to Balance Sheet
1:09:51
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If you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients throug…
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Chatter with BNC | Tim Walsh - Banking, Analytics and Cognitive Principal at Deloitte
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Welcome to Chatter with BNC, Business North Carolina's weekly podcast, serving up interviews with some of the Tar Heel State's most interesting people. On today's episode, Ben Kinney speaks with Tim Walsh, Banking, Analytics and Cognitive Principal at Deloitte and Chair of the Dean's Advisory Board at UNC Charlotte. Tim shares his journey from his …
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On this episode of Growing Your Business, Patrick Wolf — owner of Cryo N More in McKinney — shares how he's helping people feel better, move better, and live better through natural wellness solutions. From cryotherapy and compression sleeves to body contouring, cold facials, infrared sauna, and hydrogen-infused water, Patrick's approach is all abou…
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12.10.25 Mortgage Refinance Guidelines / Switching Banks - Easier Than You Think
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Is now the time to refinance your mortgage? Only if you meet certain criteria. Clark breaks it down. Also - Are you with what Clark calls a Giant Monster Mega Bank? If so, you may be paying fees you don’t have to! Clark’s overview of the banking industry makes it clear, the regional, super regional and giant banks are not your wallet’s friend. Hear…
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Demond Martin, CEO and Co-Founder, WellWithAll – Inclusive Capitalism: Building a business that empowers communities
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In this country, health outcomes are too often dictated by your ZIP code, but one company is working very hard to fix those inequities. Demond Martin, is the CEO and co-founder of WellWithAll, a health and wellness company dedicated to advancing health equity for underserved communities. Operating under ‘inclusive capitalism’, WellWithAll reinvests…
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Ryan Dymond, President & CEO of FIKA Company - Building Trust, Hospitality-Led Cannabis Retail, and Leading Through Hyper-Growth
31:56
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In this powerful episode of The People Playbook, Jason Taylor sits down with Ryan Dymond, President & CEO of FIKA Company – one of Canada’s fastest-growing cannabis retail organizations with over 237 locations. Ryan brings 25+ years of hospitality experience into the cannabis space and reveals how he’s flipped the traditional retail script: leading…
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The Biggest Estate Planning Mistakes and How to Avoid Them
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Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect what they’ve built. Josh is breaking down 13 essential estate planning moves that can shield your family from unnecessary taxes, lawsuits, probate, and even financial disaster. Whether you’re married, single, retired, or still building your wealth, this episode offers …
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Meet Olu Ojo, the global construction-materials connector behind Deborah Homes & Windows. From windows and doors to full-scale interior and exterior sourcing, Olu helps builders, investors, and homeowners stay on budget, on schedule, and ahead of the industry curve. With deep international relationships and a passion for solving problems, he delive…
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Costly IRA Conversion Warning & the Hidden Billions Americans Are Leaving Behind In this episode, fiduciary financial advisor Wes Moss tackles a piece of financial advice that he calls "lunacy" and "insanity" – a recent Op-Ed arguing that retirees should convert their entire Traditional IRA to a Roth IRA in a single year. Wes explains why this acad…
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Jason Mertz of AllianceBernstein - Municipal Bond Market Headwinds Turning a Corner
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Today on the podcast, Ben Vaske is joined by Jason Mertz from AllianceBernstein. Jason Mertz is a Vice President and Investment Strategist for AB’s Municipals team, covering all mutual funds, exchange-traded funds and separately managed account solutions. He works extensively with the firm’s portfolio management, credit research and trading team to…
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Goldman Sachs’ big bet on defined-outcome funds 12/8/25
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Goldman Sachs announcing a plan to buy Innovator Capital Management for $2B. We get the inside perspective on where else that deal could take them… and how those types of funds of being employed more and more within the marketplace. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona…
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On this episode of Growing Your Business, Molly Jones shares the inspiring story behind Empty Bowls McKinney — a grassroots event that has grown into one of the community's most beloved traditions. For just $35, guests receive a handcrafted artisan bowl, enjoy tastings from top local restaurants, and directly support nonprofits fighting hunger in M…
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12.08.25 Empowerment: Fitness Trackers / Home Equity: When A HELOC Makes Sense
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Clark makes no secret of his obsession with fitness trackers. Nerd Alert: He wears three. But there’s new data that proves he’s just being, well - Clark Smart. We’re moving into an era where more devices can be monitored by healthcare providers, to potentially save lives - A true case of knowledge is power. Also, homeowners with a lot of equity can…
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Five Key Retirement Challenges (and Solutions) [Rebroadcast]
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Most people focus on saving for retirement, but what happens when you actually get there? Retirement isn't just about having enough money—it's about managing risks that can threaten your financial security and lifestyle. In this episode, we explore Five Key Retirement Challenges (and Solutions), inspired by a Kiplinger's Personal Finance article by…
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301: Award-Winning Design for Commercial Real Estate with Marcy Sagel
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On this week's episode of Zen and the Art of Real Estate Investing, Jonathan Greene sits down with interior designer Marcy Sagel, founder and principal of MSA Interiors, a nationally recognized commercial design firm specializing in multifamily, senior housing, healthcare, and large-scale developments. They explore how smart design decisions can dr…
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12.05.25 Clark Answers His Critics on Clark Stinks / Recommended: Digital IDs
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in today’s episode - so many people have not taken advantage of an easy way to store identification. Why Clark thinks you should do it TODAY. Clark Stinks: Segments 1 & 2 Digital Identification: Segment 3 Ask Clark: Segment 4 Mention…
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300: What You Need To Succeed as a Real Estate Investor in 2026
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Jonathan Greene delivers a solo milestone Episode 300, reflecting on what real estate investors really need to succeed in 2026. Drawing on 300 episodes' worth of conversations and ten key questions generated by ChatGPT, he walks through interest rates, debt and recapitalization risk, local supply and demand, asset selection, and how to think about …
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Why Traditional Marketing is Failing Accountants: The Partnership Solution to the Trust Recession
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Episode Summary: In this episode, Talila Kroy, Wayne Findlay, and Ian Aldridge explore why traditional marketing methods are failing accountants and how the "trust recession" is changing the game. Discover why partnerships and human-to-human connections are becoming the most effective way to grow your practice in an increasingly noisy digital lands…
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In this podcast, I tell you reasons why I don't want you to book a call with me!By guaranteedretirementguy
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RSPA Trusted Advisor Ep. 146: Retail IT Industry Trends with Global Payments’ Gilbert Bailey
47:52
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In Episode 146 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks retail IT industry trends and leadership with Gilbert Bailey, the President of Genius Retail and Small Business for Global Payments. Among the topics discussed are AI, enterprise tools filtering to SMB, providing solutions beyond the POS, and that leaders “action always beats inactio…
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The Millennial Debt Spiral: Causes, Consequences, and Solutions
21:48
21:48
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Millennial debt has quietly surged, and many people would rather talk about their weight or politics than their balances. Josh digs into the psychology behind money shame, why overspending feels so normal, and the simple behavioral strategies that can transform your financial life. If you’re feeling overwhelmed, this conversation will give you clar…
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12.03.25 Choose Lifelong Learning / Supporting Adult Children
29:19
29:19
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What’s awesome? The trend of lifelong learning. And in this age of emerging AI disruption and uncertainty, it seems to be catching on. Later - Not awesome: Paying expenses for your adult children when it impacts your own financial well-being over time. How prevalent is this practice? Clark shares some surprising statistics. Life Is For Learning: Se…
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Dan Galpern, CEO, DanceOne – Making Moves: What it takes to build a global dance juggernaut (Re-Broadcast)
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This week, another trip down memory lane as we revisit an episode from April with Dan Galpern, the CEO of DanceOne, who's managed to harness the explosion of interest in dance, into a thriving global brand. Summary: We may not talk about them the same way we talk about basketball or baseball players, but make no mistake, dancers are elite athletes.…
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AI Optimization: A Next Era of Adaptive Search
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Larry Bailin is the founder and CEO of Single Throw Marketing. Among Larry’s achievements, he is an award-winning entrepreneur, a best-selling marketing author and a professional keynote speaker. For over 20 years, Larry and his talented team at Single Throw have provided innovative customer acquisition focused digital marketing services designed s…
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Brad Furtney - Scale-Up Expert & People-First Leader - Building Cultures That Drive Explosive Growth
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What does it really take to scale a company from $20M to $300M+ while actually putting people first? In this powerful episode, scale-up expert and former EVP Brad Furtney pulls back the curtain on the leadership playbook that transformed founder-led software businesses into high-performing, culture-driven powerhouses at Evercommerce. Brad shares th…
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50-Year Mortgage: Game Changer or Gimmick? & the Key to Winning a 401(k) Wes Moss dives into the new 50-year mortgage, which he calls a gimmick but sees one potential benefit. Since ownership is key to financial security and the median home-buying age is rising, the concept of starting the equity journey sooner is good. However, Wes and Christa tal…
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Ep 55 | S03 Ep 13: Vishwanathan Anand on 4 Winning Moves Every HR Must Master
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Ever caught yourself in the HR rut that makes you question your career choices? The sudden exit of a high performer, a leadership failure, or your culture turning toxic suddenly? Listen to Vishwanathan’s golden advice for HRs on how to plan three moves ahead and never get stuck in corporate uncertainty. Thinking how to create the best HR strategic …
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Caveat emptor: will retail investors get burned by their own fire for returns? 12/1/25
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A new study finds more than 90% of increasingly complex single-stock, leverage and inverse exchange traded products are owned exclusively by retail investors chasing outsized returns. Billions of dollars have been piled in. But that was in a breakneck bull market that’s showing signs of cracking. Hosted by Simplecast, an AdsWizz company. See pcm.ad…
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On this episode of Growing Your Business, Natalie Thrash from Jinji HR breaks down what modern HR looks like for organizations of all sizes. From nonprofits to manufacturing plants, Jinji HR doesn't just advise — they roll up their sleeves and do the work business owners don't have time (or bandwidth) to manage. Natalie shares how proactive complia…
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Community solar projects are sprouting up all over the country! How do investors get involved? Climate-conscious investors are looking for opportunities to earn a profit and have a positive impact. Some of the best blends of impact and return are in community solar projects. So how do we find these projects? Join Good Investing’s Tim Nash as he bri…
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12.01.25 Homeowners- Are You Underinsured? / Designer Goods For Less
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28:12
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We hope you had a great Thanksgiving holiday and spent time with loved ones. Something many of us are not loving - the cost of homeowner’s insurance. But there is something many of us are overlooking - whether we have ENOUGH homeowner’s insurance. Also - is there someone on your holiday list who has a thing for luxury brands? You don’t have to pay …
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299: Accelerating Access to EV Charging for Real Estate Portfolio Owners with Benjamin Kanner
48:42
48:42
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On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Benjamin Kanner, CEO and co-founder of 3V Infrastructure, a company focused on delivering long-term, scalable EV charging solutions for multifamily portfolios. With a background spanning commercial real estate, renewable energy project finance, and multiple startups, Ben…
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