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Radio Advisory

Advisory Board

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Weekly
 
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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The VBCA Podcast is a solution-focused platform dedicated to advancing the transformation of healthcare through value-based care (VBC) models. Our mission is to break down complex healthcare topics into accessible, actionable insights for leaders, entrepreneurs, engaged consumers, and anyone passionate about meaningful change in healthcare. By challenging the healthcare industrial complex, we provide tools, strategies, and expert perspectives that empower our listeners to navigate and accele ...
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Welcome to The MHA Podcast – Trusted Insights. Strategic Advantage. This is the podcast where business leaders and decision-makers gain expert perspectives and practical advice to help them plan with confidence and stay ahead. In each episode we’re joined by specialists from across MHA, one of the UK’s leading audit, tax, advisory, and corporate finance firms – who share their trusted insights on the issues shaping today’s business landscape. Whether you're looking to grow, adapt, invest, or ...
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A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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GLOBAL REAL ESTATE DAILY

GLOBAL REAL ESTATE DAILY

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Daily
 
Global Real Estate Daily - The daily brief for nine-figure real estate decisions. Essential market analysis for institutional investors, pension fund managers, sovereign wealth funds, and commercial real estate professionals managing global portfolios. Daily coverage includes: • Commercial real estate investment trends and cross-border capital flows • CMBS market conditions, delinquency rates, and refinancing intelligence • Central bank decisions impacting real estate financing and currency ...
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Our PwC Risk professionals share perspectives on how to take a new approach to managing risk: one that helps to create, preserve and realise value now and in the future. From risk profiles to risk frameworks, we provide easy to understand insights to help you navigate today’s challenging global landscape. You can listen to episodes at your convenience via your desktop computer or smartphone.
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Executive Recruitment and Search is our specialism we are a London based headhunting boutique covering the South East of the UK. EXEC CAPITAL is a boutique recruitment agency that specialises in connecting start-ups and businesses with senior management professionals. We take a tailored approach to our recruiting with a 1-on-1 experience where we help clients identify their management needs before starting the recruitment process. We’ll help identify and hire the perfect candidate to scale y ...
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Satinder singh Bhasin

Satinder Singh Bhasin

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Daily
 
We are a team of highly skilled Chartered Accountants based in India, collectively possessing over 15 years of professional experience in accounting, taxation, and auditing. Having worked with some of the top accounting firms in India, we have gained valuable expertise in taxation, auditing, and financial planning. We also bring with us a wealth of experience from having provided financial consulting and advisory services to several large corporations.
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Financial Advisors Advantage

Brett McDonell - Financial Advisor Sales & Marketing Ally

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Monthly
 
Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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Accounting Apps Podcast

Heather Smith | Accountant & Storyteller

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Monthly+
 
Exploring the intersections of accounting, technology and modern practice methodologies. Each month guests share how they built their business and how your business or clients can use technology to be more effective and efficient. This may include exploring: *How you can implement and integrate business tools with your online accounting software to automate processes, improve productivity, and profitability; *How to build a business developing business apps; or *How to build a tech stack tha ...
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The Realities of College Recruiting podcast is hosted by SportsForce founder and CEO Andrew Beinbrink. Based on the overwhelming lack of college recruiting education, and the numerous and costly mistakes being made by families The Realities of College Recruiting podcast was born. Each episode will interview top college coaches, player development experts, and recruiting insiders. We will tackle the most critical college recruiting topics and will empower you with key insights, and critical r ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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The 1SEO Podcast

CJ Bachmann

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Get ready for an exhilarating experience as The 1Off brings to you an exceptional lineup of special guests from all corners of the nation, eager to share their valuable insights, indispensable advice, and cutting-edge expert opinions! This is your golden opportunity to learn precisely what businesses and entrepreneurs like yourself should be focusing on to skyrocket your venture to unimaginable heights. Join us in this electrifying journey as we dive deep into the world of innovative strateg ...
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Welcome back to the Value-Based Care Advisory podcast! In this episode, host Alex Yarijanian delves into the significant updates and strategies for 2026 in the Medicare Advantage space. He covers essential news and policy changes, including a 5% increase in Medicare payment rates, the scaling back of supplemental benefits, and the permanence of tel…
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Thursday morning post-FOMC follow-through analysis for institutional real estate capital positioning following Federal Reserve decision execution. Post-FOMC Market Follow-Through: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained momentum. US 10-year Treasury rose to 4.13% with 30-year at 4.74% showing market adjustment while commercial …
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Xero’s Chief Product & Tech Officer Diya Jolly shares product highlights from Xerocon, how AI is shaping features, and what drives her mission to empower small businesses globally. Summary Today I’m speaking with Diya Jolly, Chief Product & Technology Officer at Xero In this episode, recorded live at Xerocon Brisbane inside a blue Kombi van we talk…
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Building a law career and finding wealth as a UK expat can feellike an impossible task. We’re speaking to an expert in the New York legalscene to uncover the secrets to breaking into American law as a British,Scottish, or Irish expat. This week, host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - has a raw and honest conversa…
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Wednesday morning post-FOMC global positioning analysis for institutional real estate capital following Federal Reserve decision execution. Global Central Bank Divergence Execution: Federal Reserve executed anticipated 25bp cut to 4.00%-4.25% range while ECB maintains rates creating 450bp policy spread. Currency-driven acquisition windows now fully…
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Tuesday morning FOMC decision day analysis for global institutional real estate capital positioning ahead of central bank divergence opportunities. **Global Central Bank Divergence:** Federal Reserve 93% probability 25bp cut to 4.00%-4.25% while ECB holds at 4.50% and BOJ maintains ultra-low rates. Currency-driven acquisition windows emerging for i…
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Making the most of the electronic health record (HER) is not just a win for the CIO—it’s a non-negotiable for sustaining your business, supporting your workforce and serving your patients effectively. The EHR is a mainstay of our digital healthcare infrastructure. It’s a massive ongoing investment with the potential for enormous operational and str…
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Monday morning week-ahead positioning for institutional real estate capital ahead of the most consequential FOMC meeting of 2025. **Fed Watch:** 96% probability of 0.25% cut at September 16-17 FOMC. Federal funds rate positioned to move from 4.25%-4.50% to 4.00%-4.25%. 10-year Treasury at 4.082% with new issues at 4.250%. Commercial mortgage rates …
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- Fed Watch: 92% probability of a 25 bps cut at the September 16–17 FOMC. 10-year UST ~4.04% near a five-month low; 5-year ~3.61%. Bank CRE rates ~5.70–6.22%; agency ~4.91–5.15%. - CMBS: Delinquency 7.29%; office ~11.7%. H1 2025 issuance at post-GFC highs, ~74–75% SASB. ~$150.9B 2025 maturity wall; ~23% office exposure. - Cap Rates: Stabilization c…
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Thursday morning, September 11th, ECB decision day, and while your competition waits for the announcement, we're delivering the decision-day global intelligence that positions institutional real estate capital with the market-moving information. **ECB Decision Day Intelligence:** - Market consensus expecting hold at 2.0% deposit rate (66 out of 69 …
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In this special episode of Radio Advisory, recorded on September 10th, 2025, host Rae Woods explains how recent federal actions led by HHS Secretary RFK Jr. are shaping vaccine policy and public health infrastructure. As she unpacks what’s happened so far, Rae outlines the implications for vaccine access, public trust, and hospital readiness. She a…
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A live panel unpacks how accounting tech reshapes advisory, global work, and lifestyles: covering cloud, AI, ethics, niche healthcare, and why some accountants invest in apps. Guests: Gardner, Falcon Huerta, Chard. Summary Host Heather Smith moderates a lively panel on accounting + technology at the Brisbane Chartered Accountants Australia New Zeal…
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Wednesday morning, September 10th, and while your competition waits for tomorrow's ECB decision, we're delivering the pre-meeting global intelligence that positions institutional real estate capital ahead of the curve. **Wednesday Pre-ECB Positioning:** - ECB September 11 meeting tomorrow with market consensus expecting hold at 2.0% deposit rate - …
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Tuesday morning, September 9th, and while your competition analyzes yesterday's news, we're delivering the current global intelligence that positions institutional real estate capital for today's advantage. **Tuesday Central Bank Positioning:** - Fed September 16-17 FOMC meeting with 89% probability 25bp cut after weak jobs data - ECB September 11 …
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In the past several months, the Trump administration has frozen, cancelled, or rescinded millions—even billions—of dollars in federal funding for scientific and clinical research. This is funding that flows directly from bodies like the NIH to universities, academic medical centers, and others to facilitate basic science research, translational res…
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Monday morning, September 8th, and while your competition digests weekend news, we're delivering the week ahead global intelligence that positions institutional real estate capital for five days of advantage. **Week Ahead Central Bank Intelligence:** - Fed September 16-17 FOMC meeting with 25bp cut expected after weak August jobs data (22,000 payro…
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Friday afternoon, September 5th, and while your competition shuts down for the weekend, we're delivering the global intelligence that positions institutional real estate capital for Monday's advantage. **Weekend Global Positioning:** - Fed September 17 meeting with 99.4% probability of 25bp cut - ECB holding at 2.00% deposit rate after eight cuts s…
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Thursday morning, September 4th, and while your competition focuses on domestic Fed chatter, we're delivering the global intelligence that positions institutional real estate capital across borders and currencies. **Global Central Bank Divergence:** - Fed cutting to 4.25%-4.5% while ECB holds at 2.00% deposit rate after eight cuts since 2024 - Gold…
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The intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We’re making it easier to make financial arrangements for receiving an inheritance after a loved one passes away on this episode of We’re the Brits in America. Host Richard Taylor - dual UK/US citizen and Chartered Financial Planner -…
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Wednesday morning, and while your competition operates on Monday's stale data, we're delivering the mid-week intelligence that positions institutional real estate capital for today's advantage.**Wednesday Market Pulse:**- SOFR steady at 4.34% with September average forecast 4.339%- September 16-17 FOMC meeting approaching with 87% probability of 25…
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Tuesday morning, and while your competition is still digesting yesterday's news, we're delivering the intelligence that positions institutional real estate capital for today's advantage. **Tuesday Market Pulse:** - Treasury at 4.25% (slight decrease from previous session) - 2-Year at 3.64% - SOFR steady at 4.34% - Fed funds maintained at 4.25%-4.5%…
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This episode originally aired on April 15, 2025. In times of uncertainty, it’s easy to feel overwhelmed by what’s out of your control. That’s why over the next few weeks we’re revisiting three powerful conversations that remind us where to focus: on operational excellence, on what is within your control, and on the urgency to act now. Whether you'r…
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Monday morning, and while your competition is still catching up on weekend news, we're delivering the week ahead intelligence that positions institutional real estate capital for five days of advantage.**Week Ahead Markets:**- Fed meeting September 17th with 95% probability of 25bp cut- Treasury at 4.23% (down 15bp this month)- SOFR at 4.34% overni…
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Friday evening, and while your competition heads to happy hour, we're delivering the weekend intelligence that positions institutional real estate capital for Monday's advantage.**The Week That Moved CRE Markets:**- Treasury moved from 4.73% to 4.68% this week- SOFR down 3 basis points to 4.55%- Impact on $100M+ permanent loans and construction fin…
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In this solo episode Heather Smith explores how accountants can harness AI as a strategic enabler, boosting data-driven decision making, enhancing client value, and leading with ethics, integrity, and curiosity. Summary In this solo episode, I talk about . . . Key Points: Technology as a strategic enabler, not just an operational tool AI reduces re…
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Thursday morning, and while everyone else is reading yesterday's news, we're delivering tomorrow's advantage. Today's intelligence brief covers the 10-year Treasury move to 4.73%, SOFR positioning at 4.58%, and critical market intelligence on conduit lender discipline.**Key Intelligence:**- Treasury and SOFR movements impacting $100M+ permanent loa…
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(This episode originally aired on February 25, 2025.) In times of uncertainty, it’s easy to feel overwhelmed by what’s out of your control. That’s why over the next few weeks we’re revisiting three powerful conversations that remind us where to focus: on operational excellence, on what is within your control, and on the urgency to act now. Whether …
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Heather Smith & Tyler Caskey join ApprovalMax to have a conversation exploring how finance automation boosts accuracy, prevents fraud, and streamlines processes. Today I’m speaking with Tyler Caskey Partner at The Bean Counters In this episode, we talk about . . . Key Points: How automation reduces human error and speeds approvals Real-world case s…
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"The IRS can go back over 20 years in certain instances for unfiled returns. We’re not making this stuff up,” warns Virginia La Torre Jeker, a seasoned US international tax attorney with over 40 years of experience and returning guest to the show. Virginia is a member of the New York Bar, specializing in all aspects of international tax and cross-b…
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(This episode originally aired on October 1, 2024.) In times of uncertainty, it’s easy to feel overwhelmed by what’s out of your control. That’s why over the next few weeks we’re revisiting three powerful conversations that remind us where to focus: on operational excellence, on what is within your control, and on the urgency to act now. Whether yo…
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Welcome to Boardroom Focus, the podcast that delves into specialized leadership roles powering today’s dynamic organizations. I’m your host, Adrian Lawrence. Today, we’re zeroing in on a unique role in startup governance—the Project-Based Non-Executive Director. Unlike the traditional NED, this role is designed for specific, high-impact initiatives…
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In this solo episode Heather Smith shares her proven process for creating impactful presentations, from topic selection to AI tools, helping accountants communicate with clarity, confidence, and audience engagement. The accompanying article to this podcast appeared in Karbon Magazine : https://karbonhq.com/resources/creating-impactful-presentations…
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Healthcare organizations have always faced operational, financial, and strategic pressures—but in 2025, those challenges are intensifying. A wave of current and anticipated policy changes is reshaping the industry, leaving leaders to navigate an increasingly complex and uncertain landscape. To better understand how executives are preparing for what…
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Tony Harcourt CEO & Co-Founder of WorkGuru Tony Harcourt returns to chat with Heather about WorkGuru’s recent product updates, the challenges facing SMEs, and the role of automation and integrations in improving day-to-day operations. Summary Today I’m speaking with Tony Harcourt CEO & Co-Founder of WorkGuru WorkGuru is a Project Management solutio…
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Richard and James are back with more cautionary financial tales. Richard Taylor, founder of Plan First Wealth, recently spoke to a connection who “had done a bit of research, learned that mutual funds were a problem, hadn't learned what PFICs were, and switched out of a mutual fund into an investment trust... thinking he’d dodged the problem, but i…
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For health system leaders, managing the cost of purchased goods is no longer just a budgeting exercise—it’s a strategic necessity. As margins tighten and supply chain disruptions persist, health systems are rethinking everything from vendor relationships to value analysis. In this episode of Radio Advisory, host Rachel (Rae) Woods welcomes Advisory…
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Heather Smith and Tyler Caskey explore major Q2 tech updates, from payroll developments to NetSuite integrations, AI trends, multi-entity reporting, and smarter expense and project tools. Today I’m speaking with Tyler Caskey, Founder at The Bean Counter. In this episode, we talk about . . . industry insights and key accounting technology updates fr…
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In this episode of the VBCA podcast, host Alex Yarijanian delves into the often overlooked yet crucial aspect of leadership: emotional labor. Discover how managing emotions plays a pivotal role in negotiations and leadership effectiveness. Alex shares personal experiences and insights on how emotional labor can be both a powerful tool and a silent …
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For health care purchasers, women’s health is no longer a niche offering—it’s a strategic imperative. In this episode of Radio Advisory, host Rachel (Rae) Woods welcomes Dr. Neel Shah, Chief Medical Officer at Maven Clinic—the world’s largest virtual clinic for women’s and family health—to unpack the clinical, financial, and operational benefits of…
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Your clients are using ChatGPT. Your clients are going to try to do their accounts and their tax using ChatGPT. Your clients are going to ask you questions generated from ChatGPT. Your clients are going to ask you why you have not deducted THIS because ChatGPT suggested it. Your clients are going to come to you with “the work finished by ChatGPT” a…
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Host Carwyn Jones is joined by MHA’s Head of Corporate Finance Andrew Feeke and Consultant Tax Partner Leighton Reed to discuss the findings of the MHA Corporate Finance International Transactions Report and Forecast 2025 and to assess global M&A trends, sectoral opportunities, and economic drivers influencing transaction activity.…
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The UK has moved to a residency-based tax system, and the rules aren’t just complex, they’re strict. Whether you’re planning to return home full-time or just thinking about splitting your time between the US and the UK, this episode is essential listening. Richard Taylor is joined by listener favourite and raconteur Aidan Grant – a partner in the t…
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To make progress on delivering behavioral healthcare at scale, we have to hold up examples of what progress looks like—and unpack how we achieve it. That was the goal of our live panel discussion at the Advisory Board Summit in Washington, D.C., moderated by Radio Advisory co-host Abby Burns. In today’s episode of Radio Advisory, hear Abby’s conver…
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Treatments like cell and gene therapies (CGTs) and GLP-1s are transforming care, but with double-digit growth in drug spend year over year, this transformation comes with an unsustainable price tag. And it’s putting pressure on every part of the healthcare ecosystem, from patients and providers to employers and health plans. The strategies that pur…
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The market has rebounded from a rough April, but that period caused significant emotional stress for both clients and advisors. In these market downturns it’s crucial to put your emotions to one side and stick to your plan. What’s happened in June? And we’re only a few days into July but so much has happened there too; Richard Taylor and James Boyl…
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On July 4th, 2025, President Donald Trump signed the “One Big Beautiful Bill Act” into law. In this “minisode,” host Rachel (Rae) Woods unpacks the sweeping implications of the most significant healthcare legislation since the Affordable Care Act. From enhanced subsidies expiring to major cuts to Medicaid and ACA marketplace coverage on the horizon…
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Today I’m speaking with Miquel Palet, Founder of GetInvoice Miquel Palet is a Barcelona-based entrepreneur and product leader, known for founding Ucademy, an edtech platform, and GetInvoice, a tool for automating invoice retrieval from emails and other sources. With a background in engineering from Universitat Politècnica de Catalunya, Miquel combi…
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In this special live episode from the 2025 Advisory Board Summit, host Rachel (Rae) Woods sits down with a leader well-versed in bold transformation: Paul Markovich. After more than a decade as President and CEO of Blue Shield of California, Paul now leads Ascendiun—a new nonprofit parent company that includes Blue Shield of California, its clinica…
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If you're an expat of means in America and you don't have a good cross-border team around you - financial, tax, and estate – there’s a high chance you’re in non-compliance. That’s especially true with UK pension holders in the US. This week’s Ask An Expert is with Holly Caulder, partner at Buzzacott. Holly specialises in planning and advice solutio…
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Healthcare executives are closely watching legislative activity in Congress—anticipating shifts in government-funded insurance, new economic headwinds, and regulatory changes. And while change is certainly coming, what remains uncertain is how these forces will shape market dynamics and organizational finances. To help hospitals and health systems …
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