Peter Towers, creator of ESS BIZTOOLS, tools written for accountants so they can quickly and easily offer business advisory services to their SME clients, presents news topics that accountants should be aware of if they work with SME clients.
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Advisory Work Podcasts
Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
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Unpacking the mechanics of business moves that shape industries and environments. Deeply researched and culturally attuned insights you can use. Hosts Jonathan Jackson and Carl Joseph-Black structures, thesis, and new markets, using deep research and cultural fluency. The money is always talking. We help you listen.
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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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Welcome to The Artist Advisory Hotline, a transformative space for artists ready to harness the power of manifestation to build successful and sustainable careers. Hosted by Marina Press Granger—a curator, Reiki master, classical Chinese feng shui practitioner, and former gallery director with over 15 years of experience in the New York City art world—this podcast merges business insights, mindset mastery, and spirituality to guide artists in fully stepping into their unique, powerful identi ...
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Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
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One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Lone Wolf Unleashed - avoid exhaustion, reclaim your time using tools, systems and AI
Mike Fox
0
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Lone Wolf Unleashed with host Mike Fox, founder of Action Advisory, provides practical solutions for business owners overwhelmed by administrative tasks and seeking more personal time. Rather than endorsing impractical hype, the podcast focuses on actionable steps and frameworks to help entrepreneurs streamline their operations without compromising growth. Expect candid discussions, dark humor, and tools to eliminate bottlenecks, aiming to help listeners reclaim their time and improve work-l ...
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Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes – we’re about to level up how you market your financial services. Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency ow ...
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Building your business was hard, and you only sell it once. With a focus on marketing, communications, digital, and service businesses, the TobinLeff M&A advisory team is dedicated to helping owners maximize and monetize their life’s work. For over a decade, the TobinLeff team has completed nearly 200 successful merger, acquisition, and exit planning engagements across the U.S. Visit tobinleff.com to contact a partner today or for additional resources and case studies. Subscribe or sign up f ...
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Welcome to The No B.S. Property Investing podcast (brought to you by Ripehouse Advisory) - where data replaces guesswork and strategy beats speculation. Join your host, Julian Nicolitsis (Head of Strategy at Riphouse Advisory), as we cut through all the property investing fluff and nonsense - bringing you proven strategies helping everyday Australians build legitimate property portfolios. Each episode delivers actionable intelligence on what actually moves the needle. We also expose the cost ...
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This irregular podcast series examines what is happening in the unstructured data automation market. Three topics - Thirty Minutes, that's the format! Topics range from the state of Blockchain, IDP, ECM, and the impact of AI on unstructured data. Deep Analysis provides advisory services, industry research, and M&A guidance. [email protected] Deep-Analysis.Net
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It's time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person's life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person's life. So, don't retire; become Repurposed. Ben Taatjes, Financial Advisor Stewar ...
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The Profiling Evil Podcast delves into unsolved criminal cases from around the world. We look into the mind of the predator and talk about crime motivation, victim selection and behavior. Some episodes examine how investigators work and how they capitalize on mistakes made by the offender. Your host, Mike King, retired after a distinguished law enforcement career where he served as Chief of Staff to Utah Attorney General Jan Graham and Weber County Attorney Reed M. Richards. He learned polic ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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C2 Biz Growth features insightful information and lessons learned from entrepreneurs and CEOs who are growing and scaling their companies. We realize that being the CEO and leader can be a lonely position. However, Success breeds Success and our conversations with men and women on the “entrepreneurial battlefield” will inform, inspire, and drive you to keep marching onward and upward. C2 Biz Growth is hosted by John Hale III, Founder and CEO of The Cornerstone Group, a business advisory and ...
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services. You'll gain: Practical tips for efficient client interactions. Proven ways to transition confidently into advisory work. Effective methods to increase success without hiring additional staff. ...
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Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
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Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/ The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hist ...
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Welcome to the Fitness + Technology Podcast for club owners, operators, and fitness professionals! This show is your #1 trusted resource for the accelerating world of fitness technology. Each week, we bring you an expert interview with a global influencer at the crossroads of fitness and technology. You'll get the insights, tools, and inspiration you need to stay connected to the pulse of what matters most for your fitness business in the age of exponential technologies. This podcast is brou ...
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at [email protected] #deloittevoices
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The Step UP - Where Leaders, Talent Managers and Leadership Development pros find expert tips for Leadership excellence
Kent Kniebel
029
About the Podcast The Step Up brings together experts who help leaders elevate their impact. Each 45-minute episode features conversations with thought leaders, practitioners, and innovators who are changing how we think about leadership development and helping leaders step up their game. Why This Podcast Exists Throughout my career—from my time at organizations like Korn Ferry, Cargill, General Mills, and Buffalo Wild Wings to my current work as an independent leadership consultant—I've wit ...
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A podcast helping independent marketers how to build a leveraged and profitable practice. (This podcast was formerly named Mindshare Radio)
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We're dispensing stories of success from across the continuum of care. Talk to Your Pharmacist is a podcast for pharmacists, student pharmacists, and others across the country to hear from industry leaders about their leadership stories and current healthcare topics. The Talk to Your Pharmacist podcast was founded and hosted by pharmacist, Dr. Hillary Blackburn.
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Welcome to AI Advisory — the podcast and publication dedicated to keeping you ahead in the age of artificial intelligence. I’m David Peterson, and each week, I’ll bring you the latest AI breakthroughs, real-world use cases, and practical strategies you can start using right now to increase productivity, streamline your work, and accelerate your learning. AI isn’t just a buzzword anymore — it’s a shift that’s transforming how we work, create, and think. But with so many new tools, headlines, ...
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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Welcome to "Be the Hummingbird" podcast with your host, Laura Johnson, the owner of Hummingbird Wealth Management. Get ready to be inspired, motivated, and entertained by Laura's stories and the stories of her guests, friends, family, and clients. Laura shares her amazing anecdotes that will encourage you to pursue your dreams, motivate you to make the necessary changes to achieve your goals, and equip you with the knowledge you need to reach for the stars. Life is too short to be stuck in a ...
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Strategies to improve business performance.
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Welcome to the Centre for Personalised Medicine podcast, where we explore the promises and pitfalls of personalised medicine and ask questions about the ethical and societal challenges it creates. The Centre for Personalised Medicine (CPM) is a partnership between the University of Oxford’s Centre for Human Genetics and St Anne’s College, Oxford. The Centre’s principal aim is to explore personalised medicine from a range of perspectives. In the pilot series, we interviewed members of the CPM ...
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The New Mason Jar with Cindy Rollins explores the application of Charlotte Mason's philosophy to the atmosphere, discipline, and life of our homes and schools. We cover Charlotte's timeless principles as they work themselves out in our real and modern lives. Interviewing seasoned moms who have cherished Charlotte's works while raising real children in real families, we endeavor to lay a foundation of hope and possibility for our listeners. However imperfectly.
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at [email protected] #deloittevoices
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Pretend I Know Nothing About is a podcast about the Central Ohio Area Agency on Aging staff and programs. Each episode features staff from COAAA sharing about their role at the agency, how they got here, the committees they serve on, challenges in their work, and ideas for the future. To learn more about the inception and goal, check out the trailer episode “Welcome to Pretend I Know Nothing About.”
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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The official podcast channel of neXt Curve, a research and advisory firm based in San Diego founded by Leonard Lee focused on the frontier markets and business opportunities forming at the intersect of transformative technologies and industry trends. This podcast channel features audio programming from our reThink podcast bringing our listeners the tech and industry insights that matter across the greater technology, media, and telecommunications (TMT) sector. Topics we cover include: -> Art ...
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Buying property in Australia can feel like a maze, every suburb has its quirks, every street has its secrets, and each property has unique factors to take into account. Street Secrets shines a spotlight on industry-vetted, highly experienced buyer’s agents who know the market inside out. Hosted by Mortgage Broker and Director of Alcove Chris Bates, this show introduces you to the country’s top buyer’s agents and unpacks what they really do. From navigating local market dynamics to building r ...
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pop culture - food - tech - occult
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In this monthly podcast series, Deloitte Vietnam will talk you through notable matters that are directly making impact on your business by the Covid-19 pandemic. Strategic forecasting, recommendations, and helpful solutions are what Deloitte Vietnam experts will share in every episode of this series. Have any questions? Reach out to us at [email protected] #deloittevoices
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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The Purpose Focused Advisor is a podcast for financial advisors, planners, and RIAs who want more than just business growth—they want their work to matter. Hosted by Rob Brown, founder of Truest Fan Coaching and creator of The Truest Fan Blueprint, the show dives into what it means to build a thriving advisory business while staying grounded in purpose, faith, and impact. Each episode features candid insights, practical strategies, and real stories from top advisors and thought leaders. Whet ...
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Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offere ...
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Take 5 minutes with Alan Hargreaves to step outside your business model, your career or your startup idea and check that you've got all bases covered. Are you optimising what you've got? Growth, in both business and life, is about momentum. This podcast will help you maintain it.
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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Enlightened Entrepreneur | Lessons in Business | Actionable Strategies For Confidence & Growth
Leandra Nisbet | Business Growth Strategist | Stingray Advisory Group
013
Ready to expand your idea from a hobby into a sustainable business? The Enlightened Entrepreneur is your opportunity to learn directly from an award-winning expert who has successfully transitioned from the corporate world to create and grow a six-figure revenue-generating, certified, Top Women-Owned Business that was able to report a profit in year 1. Your host, Leandra Nisbet, brings over 15 years of hands-on expertise and real-world experience not only within her business but also from th ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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S9E124: The AmblesideOnline Advisory on the Work of the Mother
1:01:24
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This week on The New Mason Jar, Cindy and Dawn are joined by the members of the AmblesideOnline Advisory, which includes Donna-Jean Breckenridge, Anne White, Karen Glass, and Leslie Laurio How does the education offered through AmblesideOnline apply to mothers and fathers, too, not only to the children? Why is it so important for moms to take the t…
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Disguise, Distance, and Silence. The Melodee Buzzard Case | Profiling Evil
31:52
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Nine-year-old Melodee Buzzard disappeared from Vandenberg Village where she lived in Lompoc, California. The case has left investigators and family searching for answers and this episode reconstructs the official timeline, down to the white Chevy Malibu rental on Oct. 7th, to a license-plate swap and a confirmed Oct. 9 sighting near the Colorado–Ut…
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The Overnightscape 2272 – Herbal Hibernal (11/7/25)
2:00:12
2:00:12
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2:00:12 – Frank in New Jersey, plus the Other Side. Topics include: 33? Revolutions per Monkee, Brian Auger and Julie Driscoll, new T-shirts, tariffs, weird energy, solar storm, Mercury Retrograde, town hall, The Prophet’s Song, Music from the Balcony, drainage, Ippudo, new cocktail, Herbal Hibernal, the patterns of the universe, lost song The Hobo…
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Reacting to Trump on Retirement - A Social Media Deep Dive
25:01
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In this fun and experimental episode, Ben Taatjes does something different - a reaction video! After viewing President Trump discussing someone he knew whose retirement didn't go well, Ben shares his professional perspective on the commentary. Then Jerrid Sebesta reads through social media comments from the video - some pro-retirement, some against…
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When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia
31:39
31:39
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Ever get that gut feeling when a client’s name pops up, and your stomach drops? You’re not alone. In this episode of Deduct This with Carrie and Lexi, firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard clients changed his firm’s culture, profitability, and sanity. Nick opens up about: Overcoming the fear o…
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Turn "it's a buyer's market" on its head. In this episode of Accountants Minute Podcast, Peter Towers shows how advisors can double an SME's sale value by planning early – embedding systems, documenting IP, driving weekly performance, building real business plans, and running annual valuations – so the multiple moves from "average" to outstanding. …
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You Made It to Retirement… Now Don't Screw It Up!
20:05
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You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make and explain why having a solid, flexible plan is far more important than a collection of accounts or hot stock tips. Once you've already won the race,…
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EP 113: End-of-Year Money Moves to Simplify Tax Season
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As the year winds down, many small business owners are focused on finishing strong but stress starts to creep in around one thing: taxes. In this episode of Enlightened Entrepreneur, I break down simple, doable money moves that will help you wrap up your year with clarity and confidence, without the last-minute scramble. 💡 In This Episode, You’ll L…
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009: Ray Chua of Buyers Advocate Perth | Perth
25:21
25:21
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“Buy where people want to live, not where they have to live.” — Ray Chua With two decades in Perth real estate, Ray Chua has seen every cycle — from mining booms to market slumps — and knows exactly what separates smart investors from emotional buyers. Ray, founder of Buyer’s Advocate Perth, brings an engineering mind to the art of buying property:…
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Do Your Clients Think You're As Empathetic As You Think You Are?
48:16
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Is your communication building trust, or just checking boxes? In the newest episode, Zach Conway and Kelsey McKenna explore a skill that separates good advisors from great ones: understanding the balance between expertise and empathy. It’s not enough to know your stuff. Clients need to feel your value. From the first conversation to ongoing reviews…
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Faith, Family, and the Future of Beauty with Ursula Dudley Oglesby - Episode 17
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In this episode of C2 Biz Growth, host John Hale III talks with Ursula Dudley Oglesby, President and CEO of Dudley Beauty Corporation, about transforming a $10 kitchen startup into a global multicultural beauty brand. Ursula shares powerful lessons on entrepreneurship, leadership, innovation, and family legacy, revealing how Dudley Beauty continues…
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Ep 21 - Metcalf Partners Women's Financial Planning Event: Tara Renze On Being Who You Came To Be
24:18
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Metcalf Partners Women's Financial Planning event takes center stage as Jeb, Ethan, and Eric welcome international keynote speaker, Tara Renze. Tara shares her journey from corporate sales leadership to becoming an emotional intelligence expert and author of "Be Who You Came to Be: 43 Secrets to Unlock the Most Powerful Version of You." The convers…
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Transforming Financial Learning Through Book Studies with Andi Wrenn, AFC®, MQFP
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In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes the multi-talented Andi Wrenn, AFC®, MQFP®—an exclusive speaker with the Financial Behavior Keynote Group. With over two decades of experience, Andi is an Accredited Financial Counselor, military-qualified financial planner, award-winning educator, mentor, an…
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How Events Become Big Businesses (and how to build your own)
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Convenings and events are some of the most investible, profitable, and scalable ventures in the market right now. They are also still some of the most misunderstood This episode will help explain why, and where the opportunities are for you to build with people in mind. Jonathan opens up about the early start of AfroTech, and how it set a new stand…
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The Overnightscape 2271 – Weird Advisory (11/4/25)
2:38:56
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2:38:55 – Frank in New Jersey, plus the Other Side. Topics include: Election Day, Nouvelle Vague (2025), Breathless (1960), Jean-Paul Belmondo, Jean Seburg, Le Drugstore, celebrity deaths (Donna Jean Godchaux (78), Dick Cheney (84), Diane Ladd (89), Diane Keaton (79), June Lockhart dead (100), Ace Frehley (74), Jane Goodall (91)), Secret Lair Count…
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An ETF Tour with Bloomberg’s Eric Balchunas
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Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, offers a tour through the ever-evolving world of ETFs – covering crypto funds, the rise of exotic products, industry flows, the coming multi-share class structure, and more.By Nate Geraci
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Ep 462: Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You're Seeking with Maggie Rapplean
1:26:55
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Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey shows how clarity, persistence, and the right environment can open the door to both ownership and balance. Maggie is a Partner at Moneta Group, an RIA bas…
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The Art of Storytelling in Leadership: Grab Your Audience by the Heart with Ash Seddeek
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Ash Seddeek is a leadership communications advisor and speaker coach to Fortune 100 executives. He’s the founder of the Executive Greatness Institute and creator of the Chief Excitement Officer philosophy and the Free Up → Think Up → Speak Up framework, helping leaders transform communication moments into momentum. Ash has coached leaders at Cisco,…
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Best Of: Retirement: It’s Not About Products, It’s About Your Plan
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What if the secret to retirement isn’t a product, but a plan built around your life? Jim Fox shares why thinking outside the box—and beyond sales pitches—leads to financial independence. Learn how knowledge, tax strategy, and personalized planning can help you spend wisely, enjoy your money, and avoid common pitfalls. Discover real stories of retir…
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We’ve Seen Every Property Investing Strategy - Here’s What Actually Worked
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After helping over 1,000 people with their property investing strategy - we know the strategies that actually build long-term wealth look very different to what many people think (and even teach). Whether you're chasing positive cash flow, considering a renovate and flip, or playing the long game with a buy and hold capital growth strategy - this e…
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Reclaim Your Time: Living in the Moments That Matter Most
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Welcome to Lone Wolf Unleashed, the podcast for solopreneurs who want to reclaim their afternoons without sacrificing their income—or hiring staff they’ll resent. Hi, I'm Mike Fox. In today’s episode, “Reclaim Your Time: Living in the Moments That Matter Most,” I'm inviti8ng you to think about stepping back from the time-sucking monster of business…
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The Social Security COLA for next year. It's a bit higher than expected but is that good news?
53:59
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In this episode, Grant and Bill discuss Social Security COLA, plans to support a retirement lifestyle, tips for a Purchase Power Portfolio, and what JP Morgan is urging Americans to stop doing.By Grant Dorhout
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AI Front Desk: Transforming Frontline Work With Brian Holmes
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In this episode of the Fitness + Technology Podcast, Bryan O'Rourke welcomes Brian Holmes, CEO and Founder of AI Front Desk. With hiring, training, and retaining frontline workers becoming increasingly challenging, AI Front Desk offers innovative artificial intelligence solutions that handle complex business tasks directly. By reducing dependence o…
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Financial Conspiracy Theory: Was JP Morgan Involved In The Sinking Of The Titanic?
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The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. This week on the show, Brad dives into one of the most fascinating financial conspiracy theories in history — did J.P. Morgan really sink the Titanic to pave the way for the Fed…
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Convicted Child Killer Chad Daybell Goes Dark. Why the Letters Have Stopped! | Profiling Evil
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When the “Letters from Chad” project launched in September 2025, convicted killer Chad Daybell tried to rebrand himself as a persecuted prophet, writing from his death row cell in Idaho, preaching innocence between the lines. But the words that were supposed to save his image did something else entirely. They exposed him. Let’s walk through the ful…
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110. The Vampire Client Trap: How to Protect Your Energy and Boundaries
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I once had what I thought was a dream client. They signed quickly and paid well, but the dream soon turned into a nightmare. Midnight emails followed by 7 a.m. follow-ups. Constant scope creep disguised as "just one more thing." I was on call 24/7, drowning in their demands, and it got so bad they started to chip away at my confidence, making me do…
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Halloween and retirement might have more in common than you'd think. This video explores the parallels between the two — from the "tricks" that can catch people off guard, like unexpected expenses or poor planning, to the "treats" that come with thoughtful preparation. It's a lighthearted look at how a few small decisions today can shape the experi…
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Child Brides & Cult Control, Exposing FLDS Polygamy Practices | Profiling Evil
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Dive into the disturbing reality of child brides in the FLDS (Fundamentalist Church of Jesus Christ of Latter-Day Saints) under Warren Jeffs' leadership. This video explores the dark underbelly of polygamy, coercion, and generational control within cults like the FLDS in Caliente, Nevada. Learn how leaders manipulated families, exploited young girl…
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The Overnightscape 2270 – The Movie Special (10/31/25)
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4:25:38 – Frank in New Jersey, plus the Other Side. Topics include: “It can tell us a lot about the security state, without going too deep down the rabbit hole.”, Affinity by Canva, software design tools, Guandan, return of Mr. Pibb, haircut, cricket, Vago Elote Mezcal, Mischief Night, The Jim Henson Company 70th Anniversary Auction, Count Angeles …
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Finding Your Stride: From Stuck to Confident in Retirement
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In this insightful episode, Ben Taatjes addresses the common struggle of retirees caught between meaningful work they've left behind and a seemingly meaningless retirement ahead. Discover why so many retirees can't find their stride and how a lack of confidence in identity and direction keeps them stuck. Ben provides practical strategies for redisc…
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3 Surprises About Retiree Spending Habits
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Retirement spending doesn’t move in a straight line. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack why real-life spending zigzags, and how most modern financial plans are rigid, leading to over-saving, over-spending, or both. They also show you how to build a flexible income plan that holds up in good and ba…
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S9E123: A Day in the Life with Little Ones with Caitlin Bruce Beauchamp
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This week on The New Mason Jar, Cindy and Dawn sit down for a chat with Caitlin Bruce Beauchamp, an AmblesideOnline graduate, pastor's wife, and homeschooling mom on the realities of Charlotte Mason homeschooling with little ones How Caitlin came to own the Charlotte Mason philosophy for herself What a typical day looks like for Caitlin's family cu…
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Episode 008: Meighan Wells of Property Pursuit | Brisbane - Inner
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“Anyone who thinks they’ve done well because they’ve been in property for five years is kidding themselves.” – Meighan Wells Brisbane veteran Meighan Wells has been buying homes and investments long before buyer’s agents were a trend. In this episode, she explains why experience, local knowledge, and understanding agent psychology still matter more…
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Guide SMEs to Growth Through Crowd Sourced Funding
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Crowd-Sourced Funding (CSF) Equity Raising: a real, underused pathway for SMEs – and a powerful advisory opportunity for your firm. In this episode of Accountants Minute Podcast, Peter Towers busts the myth that only unlisted public companies can raise via CSF, explains the ASIC-licensed intermediary model, and shows how accountants, bookkeepers an…
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Burnout Isn’t a Badge of Honor: A Tax Pro’s Wake-Up Call
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What if protecting your health wasn’t just a personal priority but a professional strategy? In this powerful episode of Deduct This, CPA and podcast host Randy Crabtree opens up about his own health crisis and the wake-up call it delivered to his career, his firm, and his mindset. If you've ever worn burnout like a badge of honor or felt like stepp…
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VettaFi’s Cinthia Murphy Dissects the Latest ETF Debuts
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Cinthia Murphy, Investment Strategist at VettaFi, explores recent ETF launches, including the Roundhill Meme Stock ETF (MEME), Defiance Trillion Dollar Club Index ETF (TRIL), and ARK DIET Q4 Buffer ETF (ARKT).By Nate Geraci
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The Overnightscape 2269 – Cantina of Laser Printers (10/28/25)
2:44:11
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2:44:10 – Frank in New Jersey, plus the Other Side. Topics include: “Your fog, apple, and soaps are desperate.”, hypnopompic hallucinations, the expulsion of expired dreams, going to the doctor, watched a recreation of missing Doctor Who episode “The Smugglers” from 1966, EPCOT Main Entrance Medley – mystery finally solved?, Christina’s World, Incr…
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ETF Trades: What Has and Hasn’t Worked in 2025
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Aniket Ullal, Head of ETF Research & Analytics at CFRA, highlights the ETF trades that have and haven’t worked in 2025.By Nate Geraci
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ETF Trades: What Has and Hasn’t Worked in 2025
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Aniket Ullal, Head of ETF Research & Analytics at CFRA, highlights the ETF trades that have and haven’t worked in 2025. Cinthia Murphy, Investment Strategist at VettaFi, explores recent ETF launches, including the Roundhill Meme Stock ETF (MEME), Defiance Trillion Dollar Club Index ETF (TRIL), and ARK DIET Q4 Buffer ETF (ARKT).…
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In this episode, Grant and Bill discuss Social Security and taxes, reasons to manage your tax bracket, 4 common mistakes by retirees, and a not so popular change by a popular cruise line.By Grant Dorhout
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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson
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1:29:59
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Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …
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1 in 3 Promotions Fail? Let's Fix That! - Adam Walz Guest Hosting with Kent as guest!
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Today is a unique episode. Future guest, Adam Walz, is guest hosting today with me, Kent Kniebel, as the guest! We've got a real gem for you today: we're diving into the nitty-gritty of why a shocking one in three promotions tank within the first 18 months, and trust me, it’s a topic that hits home for a lot of us. Our expert guest is here to lay d…
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Best Of: Retirement Isn’t the End—It’s the Next Beginning
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What if retirement isn’t about stopping—it’s about starting something new? In this episode of Financial Straight Talk, Jim Fox shares real-life stories of retirees who redefined their next chapter, from launching tutoring businesses to returning to work with purpose. Whether you love your job or fear what comes next, Jim explores how emotional and …
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How to Get Referrals in the Age of ChatGPT & AI
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Welcome to The CFO Project Podcast, where host Adam Lean helps accountants, bookkeepers, and CFOs build profitable, advisory-driven firms that clients love. Each episode dives deep into the business side of accounting—how to attract clients, scale advisory services, and create a thriving firm that delivers real value. Whether you’re a seasoned CFO …
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In this heartwarming episode, Marina Granger sits down with author, curator, and broadcaster Kate Bryan to talk about her new book, How to Art — a friendly, funny, and deeply human guide to understanding and loving art. Together, they explore how to bring the art world down to earth, replace intimidation with inspiration, and rediscover that warm, …
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Which Property Investing Strategy Should You Choose? (Real Examples)
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If you’re thinking of investing in property WITHOUT a clear strategy… STOP and listen to this ASAP. Most property investors fail because they buy first and strategise later - and that often means things go wrong from the start. This is because your property investment strategy determines whether you build wealth or just accumulate debt dressed up a…
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