Asset Allocation Podcasts

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

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Dakota Live! Podcast

Robert Morier

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6d ago6d ago

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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.

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The Wealth Enterprise Briefing

WE Family Offices

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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.

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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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3d ago3d ago

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...

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The IRF Podcast

irfpodcast

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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

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Odd Lots

Bloomberg

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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...

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Resonanz Spotlight

Vincent Weber

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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.

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Sound Investing

Paul Merriman

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Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.

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The Alt Asset Allocation Podcast

Ben Lakoff

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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.

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Perspectives

MSCI Inc

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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

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The Tony Robbins Podcast

Tony Robbins

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“Why live an ordinary life, when you can live an extraordinary one?” Tony Robbins, the #1 Life and Business Strategist, has helped over 50 million people from 100 countries create real and lasting change in their lives. In this podcast, he shares proven strategies and tactics so you, too, can achieve massive results in your business, relationships, health and finances. In addition to excerpts from his signature events and other exclusive, never-before-released audio content, Tony and his tea ...

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Center For Investment Excellence

J.P. Morgan Asset Management

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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

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The Memo by Howard Marks

Oaktree Capital Management

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On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.

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Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity International

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Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...

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Market Narratives

Investment Magazine

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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...

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Radical Personal Finance

Joshua Sheats

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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.

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Mint Equitymaster Investor Hour

Mint - HT Smartcast

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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.

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Investopoly

Stuart Wemyss

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Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.

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Teach and Retire Rich

Daniel Otter

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Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org discuss teacher saving for retirement issues. Never too serious, Dan and Scott strive to make learning about pensions, the 403(b), the 457(b), and investing, fun and understandable.

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Mint Delhi Decoded

Mint - HT Smartcast

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Delhi is a special state and has a multi-tiered level of governance which makes the intersection between urban governance and national politics extremely nuanced. This intersection, more often than not, sets precedence, for how other states react. Through this weekly podcast, Pretika Khanna, discusses her city, Delhi and decodes some of the issues that affect Delhi-dwellers and the rest of the India, alike. This is a Mint production brought to you by HT Smartcast.

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The Rob Berger Show

Rob Berger

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Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.

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Modern Financial Advisor

finservMarketing

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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.

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Insight for outcomes

Investment Magazine

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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.

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The Small Business Millionaire

Jeff Wiener

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The Small Business Millionaire podcast teaches you the secret small business strategies that the most successful entrepreneurs use to build profitable and growing businesses, and then, the magic formula for creating personal wealth beyond your greatest dreams. Our blog host, Jeff Wiener, ran a profitable and cash-flow positive business for 288 months in-a-row, including managing through three recessions, and sold his 50-employee small business in 2017 for 8-figures. Jeff will guide you throu ...

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Dev Raga Personal Finance

Dev Raga

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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.

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The Meb Faber Show - Better Investing

The Idea Farm

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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...

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Compound Insights

CFA Society New York

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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.

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The Active Advisor

Harbor Capital

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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...

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SA For FAs

Seeking Alpha

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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

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The Allocation Agenda

Dasseti

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The Allocation Agenda podcast bridges the gap between innovation and insight, bringing together the brightest minds among visionary allocators and investment managers. Our mission is to build a living repository of cutting-edge knowledge powered by the collective expertise of your peer community. We serve as a platform for connection, collaboration, and growth. Join us as we delve into institutional investors' challenges in achieving risk-appropriate returns and how managers adapt to an incr ...

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Not Another Investment Podcast

Edward Finley

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With all the noise created by a massive retail investment sales “machine”, it can be really hard to grasp what's going on in markets today. Not Another Investment Podcast provides a fresh perspective on investing; not through opinion and anecdotes but by translating rigorous scholarship, data, and theory in a way that's understandable to everyone. Understand investing beyond the headlines with Edward Finley, sometime Professor of Finance at the University of Virginia and veteran Wall Street ...

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The Financial Advocate

Colin Meeks

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Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financ ...

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Views From The Harbor

Harbor Capital

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“Views from the Harbor” is a video/audio series that serves as Harbor Capital Advisors’ take on what financial professionals need to know about what is currently happening in the economy and markets across the world and how Harbor believes it ultimately impacts investments. Hosted by Harbor Capital Advisors President and CIO, Kristof Gleich, this series features conversations with Harbor’s very own internal financial experts and external partners. They each share their own personal perspecti ...

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FTAdviser Podcast

FTAdviser

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3d ago3d ago

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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...

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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners

Catholic Financial Planners Network

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27d ago3w ago

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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com

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ATLalts

Andres Sandate

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13d ago1w ago

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ATLalts is a podcast for independent RIAs and accredited investors interested in learning about alternative investments, private markets, and alternative asset classes through interviews with alternative asset managers, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, private credit, infrastructure, crypto and digital assets, hedge funds, secondaries, ag- and timberland, and more specialized alternative assets such as specialty finance ...

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Moneywise

Moneywise

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12d ago1w ago

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Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments. Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom and wealth creation, we bring you MoneyWise - a podcast series that connects ...

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Best In Wealth Podcast

Scott Wellens

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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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The Portfolio Construction Podcast

Netwealth Investments Limited

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12d ago1w ago

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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.

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The View From Apollo

Torsten Slok

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The View from Apollo delivers timely market insights from the Chief Economist of Apollo Global Management, Dr. Torsten Slok. The podcast features in-depth conversations between Slok and a rotation of Apollo’s thought leaders, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses, and what it all means for investors. Torsten, a top-ranked analyst who studied at University of Copenhagen and Princeton University, frequently appears in the medi ...

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Podcasts – FNCE 2280 – Investments

Ted Noakes

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10y ago10y ago

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Video Lecture for NAIT FNCE2280 Online Students

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Exhale: Heart & Chart Investing

Tricord Investment Advisors

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6+ y ago6+ y ago

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Investing podcast sponsored by Tricord Investment Advisors with host Larry McDonald.

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Money Plant

Earshot

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3y ago3y ago

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Money Plant talks to experts about navigating the stock market, savings advice, understanding concepts, jargons, rules and laws in simple, uncomplicated conversational language.

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Brown Advisory CIO Perspectives

Brown Advisory

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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.

show series

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A Simple Plan - Asset Allocation In 5 Holdings Or Less 9:58

5d ago9:58

9:58

Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.

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525 what is strategic asset allocation (SAA)? 15:42

6d ago15:42

15:42

In today's episode Dev explains the concept of strategic asset allocation and touches on: 👉🏾 what it is 👉🏿 the 4 main asset classes 👉🏻 target allocation factors 👉 risk tolerance 👉🏼 investment horizon 👉🏽 return objectives and expectations Related episodes 🎧 440 sequence of returns risk & how it affects your retirement: Apple | Spotify We hate email …

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Q&A: Adjust ETF cost base annually, help kids into property, asset allocation in retirement and more... 31:05

14d ago31:05

31:05

In this Q&A episode, Stuart addresses a wide range of listener questions, from technical ETF tax adjustments to retirement planning strategies using superannuation. He starts by explaining how ETF investors need to account for AMIT cost base adjustments when calculating capital gains tax—an often overlooked detail that could mean paying more tax th…

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Chris Chapman, CFA: How do Macro Changes Impact Asset Allocation? 24:24

14d ago24:24

24:24

Chris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choicesBy CFA Society New York

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Why Asset Allocators Love Multi-Strategy Hedge Funds 49:43

29d ago49:43

49:43

Multi-strategy hedge funds have been having a moment with big asset allocators pouring billions of dollars into names like Millennium and Citadel. And given all the growth, multi-strat funds have also been battling each other for talent. But why, exactly, do big investors seem to love multi-strats so much? What actually makes a multi-strat good to …

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Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm 55:51

24m ago55:51

55:51

In this illuminating episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Jason Early, CEO of RISR, to discuss how targeting business owners can massively elevate a financial advisor's practice. The discussion covers why treating a privately held business as just another asset is a missed opportunity, and how business …

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RBS 219: 3 Smart Alternatives to the 4% Rule (No Initial Safe Withdrawal Rate Required) 26:04

3h ago26:04

26:04

One of the challenges of the 4% Rule is what your initial safe withdrawal rate should be. While the name of the rule suggests one should start with 4%, there are countless reasons why that start point may not be right for you. For example, you may retiree early, you may not use the same asset allocation the rule was based on, you may have concerns …

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Kent Collier, CEO – Octus (EP.54) 42:37

1h ago42:37

42:37

Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credit markets. It was exciting to sit down with Kent to hear about his role as an investor and how he saw an opportunity in the market to create something bigger with the way Wall Street accessed critical information. Kent shares his experience on how they expande…

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Q&A: What to do if most of your wealth is in property; update home or invest? 30:41

7h ago30:41

30:41

In this Q&A episode, Stuart tackles one of the most pressing challenges facing many Australians today: how to make smart financial moves when most of your wealth is tied up in property. He explores the tension between long-term investment strategy and short-term lifestyle pressure, helping listeners find a better balance between financial progress …

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Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market 12:27

30m ago12:27

12:27

Melissa Brady, CFA shares her views of the next steps in high yied valuationsBy CFA Society New York

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Hugh MacArthur – Private Equity’s Challenges and Opportunities (EP.453) 1:08:33

1h ago1:08:33

1:08:33

Hugh MacArthur is the Chairman of Bain & Company’s Global Private Equity Practice, which he helped found more than thirty years ago. Hugh’s consulting team works on around 5,000 investment opportunities every year and comprises the largest practice area at Bain. He also hosts the “Dry Powder” podcast, my favorite in the private equity space. Our co…

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The Chinese Chip Giant That Could Be Nvidia's Biggest Threat 39:43

1d ago39:43

39:43

Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for its AI chips. When it comes to profiting off of this boom, Nvidia's lead and lock-in looks almost unassailable. But there is one particular company that is clearly on the mind of CEO Jensen Huang, and that is Huawei. On this episode, we speak with W…

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RBS 218: Individual TIPS vs TIPS Funds--Which Offers Better Inflation Projection? (FQF) 16:33

18h ago16:33

16:33

In today's Five Question Friday (FQF), we look at the following questions: 1. TIPS Funds vs Individual TIPS--which provides the better inflation protection? 2. Is a 4% withdrawal each year with no inflation adjustment a reasonable withdrawal strategy? 3. Can tax loss harvesting reduce IRMAA payments? 4. How can you estimate the annual income of an …

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Targeting Type 1 Diabetes (Sponsored Content) 17:01

2d ago17:01

17:01

Madison Carter is a fearless investigative reporter. She takes no day for granted because she lives with type 1 diabetes (T1D). Dr. Doug Melton is a world-renowned stem cell researcher and distinguished fellow at Vertex – and his now grown children, Sam and Emma, live with T1D. Along with scientists like Dr. Felicia Pagliuca, who leads Vertex’s res…

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Giuseppe Paleologo on Quant Investing at Multi-Strat Hedge Funds 29:46

3d ago29:46

29:46

Quantitative investing is one of those terms that you hear all the time, but there's various explanations of what it actually means, or how quants actually make money. And of course, the term means different things in different contexts. In this live episode, recorded at the Bloomberg Equity Intelligence Summit on June 12, we speak again with Giuse…

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Why there's a 'huge disconnect' when teaching about wealth 20:53

3d ago20:53

20:53

During our teenage years, core beliefs are developed and nurtured - beliefs about ourselves and ways of understanding the world; ways of navigating the transition into adulthood and the development of resilience. And amidst all this are fundamental concepts about financial aptitude: saving, spending, long-term planning. But how much are young peopl…

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She Had the K-12 403(b) Solution 25 Years Ago (#379) 1:03:13

3d ago1:03:13

1:03:13

Plan consultant Barbara Healy, CFP® and her colleague Jackie Fabitore-Matheny, had the solution to what woes the K-12 403(b) more than 25 years ago. Imagine if districts had listened? We talk with Barbara about what could have been (and what might still be). Barbara Healy EGTRRA Industry Lobbyist Brian Graff Describes How Many Vendors His Retiremen…

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Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587 1:12:36

4d ago1:12:36

1:12:36

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potent…

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Zichen Wang's Exit Interview From America 46:53

4d ago46:53

46:53

Zichen Wang is the writer of the Pekingnology newsletter, which translates important speeches and articles from China into English, and contextualizes them for Western readers. Over the past year, he's been a master's degree student at Princeton University, although he's recently returned home to resume his career at a think tank in China. His stin…

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E42: Invest in Buda Neighborhood Retail with Frank Navarro and Tim Dowling 42:03

3d ago42:03

42:03

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Tim Dowling and Frank Navarro, discussing their investment opportunity in a mixed-use “neighborhood’”retail project in Buda, Texas. The conversation starts with an introduction and conversation about Frank and Tim’s background in commercial r…

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Gillian Tett on Complex Derivatives and the Fifth Stage of Capitalism 47:42

5d ago47:42

47:42

After the GFC, there was a lot of angst over the fact that so much effort and brainpower went into designing complex derivatives, and other financial instruments. Not only was this seen as wasteful, the complexity was deemed to be the heart of the crisis, and therefore bad. But all these years later, looking back, how bad is financial complexity re…

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Signals in Conflict: What to Make of Mixed Economic Data 13:56

5d ago13:56

13:56

In this episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices unpack the widening disconnect between what stocks and bonds appear to be pricing in. While optimism around trade has lifted consumer confidence and driven a surge in retail trading activity, key indicators tied to corporate sentiment and activity …

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Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown 56:30

5d ago56:30

56:30

Join us for an exclusive conversation with Shanelle Brown, Managing Director of Public Equity at the W.K. Kellogg Foundation. With more than a third of the Foundation’s assets under her oversight, Shanelle offers a rare, behind-the-scenes look at how a values-based organization navigates the complexities of global markets while staying grounded in …

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June Q&A with Paul, Chris an Daryl 56:57

5d ago56:57

56:57

Watch video here. Join Paul Merriman, Chris Pedersen, and Daryl Bahls for a deep dive into questions facing today’s investors! In this episode, our team tackles a wide range of topics designed to help you make smarter financial decisions, whether you’re a seasoned DIY investor or just getting started.Main Topics Covered:1. Midcap Funds – Are They N…

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Real Estate Investors Ask, "Et Tu, 2025?" 33:22

5d ago33:22

33:22

After holding on and repeating the mantra, "stay alive until 2025," six months into the new year, commercial real estate investors find themselves anxious about the way forward. But are there actual signs of distress? Our panel of real estate experts explain.By MSCI Inc

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More on Repealing the Laws of Economics 39:39

6d ago39:39

39:39

In his latest memo, Howard Marks discusses the implications of governmental intervention in economies. Considering examples such as rent control, fire insurance, and tariffs, he emphasizes that while free markets don’t produce perfect solutions, efforts to control them often make things much worse. He argues that when allowed to function, the laws …

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OUT AND ABOUT: Worldschooling: Beyond the Three Rs (Expat Money 290) 1:07:16

5d ago1:07:16

1:07:16

Continuing the interview I gave for Mikkel Thorup last year. Original episode: https://expatmoneyshow.com/episodes/joshua-sheats-pt-2/

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Ep 361: How does Vanguard Super stack up? 31:26

7d ago31:26

31:26

Read full blog here. In this episode, Stuart breaks from tradition to deliver an exclusive review of Vanguard Super, Vanguard’s bold foray into the Australian superannuation market. Known for his commitment to independence and strategy-first insights, Stuart explores why Vanguard’s entry could be a game-changer for Australians dissatisfied with the…

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Q&A: Investment planning when cash flow is uncertain, when to buy forever home and more... 36:09

7d ago36:09

36:09

In this Q&A episode, Stuart dives into real-life financial dilemmas from listeners navigating pivotal moments in their wealth journeys. Daniel, a self-employed father of three, outlines his comprehensive plan to retire at 60 with $100k passive income, using property, super, and ETFs. Stuart unpacks the nuances of risk mitigation when income is unce…

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Rupal Bhansali: How One CIO Views the Risks in the Private Markets 14:35

7d ago14:35

14:35

Rupal Bhansali has had many CIO roles and has some issues with the current marketsBy CFA Society New York

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Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452) 53:55

7d ago53:55

53:55

Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry, including stints at Charles Schwab, LPL, and Fidelity before joining Hightower in 2019. During the last six years, he oversaw fifty acquisitions of …

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Jim Egan on the Mortgage Gap That's Dividing America 35:26

8d ago35:26

35:26

Somehow, the American consumer remains quite strong. Despite higher interest rates, tariffs, general economic uncertainty and so forth, people are continuing to spend. And yet there are some pockets of weakness that you can observe, especially if you look at delinquency data for various types of credit. But even here the patterns aren’t totally obv…

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The Big Gulf AI Deal That's Divided the White House 26:50

10d ago26:50

26:50

Back in May, President Trump announced this big plan whereby American tech giants would participate in major AI projects in both Saudi Arabia and the United Arab Emirates. The announcement has created divisions within the White House, and more generally among people who are thinking about the intersection of artificial intelligence and geopolitics.…

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RBS 217: Are Growth Stocks Best for a Roth IRA? (FQF) 28:03

9d ago28:03

28:03

We look at the following questions in today's Five Question Friday: 1. Are growth stocks best for Roth IRAs? 2. How should you pay taxes on retirement account withdrawals? 3. How should you invest in retirement if you are scared of the stock market? 4. What's the ideal set-it-and-forget-it retirement portfolio? 5. Should you withdrawal cash from in…

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“Is The Inflationary Threat Being Ignored?”, Manoj Pradhan, Talking Heads Macro 23:50

10d ago23:50

23:50

David Osman of IRF is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro. ----more---- In this podcast, Manoj Pradhan discusses the global structural factors that are pointing towards a potential regime change in the rate of inflation, with reference to such factors as ageing populations, immigration policies, deglobalisation and artifi…

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Common Retirement Myths You Shouldn’t Fall For, Ep #260 23:52

10d ago23:52

23:52

Let’s unpack six of the top retirement misconceptions, from whether it's okay to splurge in retirement, to the necessity of paying off your mortgage before you retire, and the real risks that retirees face beyond just a stock market crash. With a focus on helping family stewards make smart decisions for a secure financial future, I share practical …

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The State of Student Loans? Chaos. (#378) 1:08:43

10d ago1:08:43

1:08:43

Student loan expert and financial planner David Gourley updates Dan and Scott on the volatile state of student loans (particularly PSLF loans) right now. K-12 Planning Public Service Loan Forgiveness Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be co…

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Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586 1:46:05

11d ago1:46:05

1:46:05

Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent. In today’s episode, Whitney discusses the current macroeconomic landscape, emp…

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Trump Economic Advisor, Stephen Miran, on Tariffs and Tax Cuts 40:25

11d ago40:25

40:25

The Trump administration seems to have a lot of big ideas about reshaping America, including its economy. We've seen the unveiling (and delaying) of sweeping tariffs aimed at boosting US manufacturing. The 'Big, Beautiful Bill' is currently working its way through Congress and features a lot of supply-side economic ideas, including an extension of …

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'If regulation is stopping women from becoming financial advisers, why?' 21:08

10d ago21:08

21:08

From zoological research to heading up financial planning business Hannay Wealth, Vanessa Barnes’ career path into professional financial services is not a traditional one. She talks to editor Simoney Kyriakou on the FT Adviser Editor's Podcast about her new role as chairperson of the Women’s Wealth Alliance and why the Alliance has just launched a…

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E41: A Conversation about the Five Capitals 46:47

10d ago46:47

46:47

Summary In this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building generational wealth and fostering well-being within fa…

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Why a Financial Advisor’s CRM Choice May Be Much More Important Than Which Broker-Dealer They Choose 54:56

11d ago54:56

54:56

In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by Adrian Johnstone, CEO of Practifi, to discuss the pivotal role of CRM systems in financial advisory firms. They explore the debate between the importance of custodial systems versus CRMs, emphasizing the value of maintaining rich client relationships. The discu…

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What Exactly Are Index Funds? | Moneywise Podcast Ep. 49 Ft. Mehul Shah 12:38

12d ago12:38

12:38

Confused about what index funds really are? You’re not alone. In this episode of the Moneywise Podcast, Mehul Shah, Financial Advisor and Designated Partner at RIQR LLP, helps demystify index funds. With over 20 years of experience, he explains how these funds work, why they’re gaining popularity, and who they’re suited for. Mutual fund investments…

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Why Cedaw is vital for UK pensions fairness 31:00

11d ago31:00

31:00

"There is so much that can be done constructively through the law," according to Dr Jocelynne Scutt. The Australian-born barrister, writer and human rights lawyer speaks to the FT Adviser Editor's Podcast about her formative years learning about women's rights and how her legal work led her to help Britain's 50s-born women in their struggle for pen…

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Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451) 55:42

11d ago55:42

55:42

Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial and business services. Our conversation traces Josh’s journey from his early fascination with business and real estate to building Thayer Street into …