The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2–5 p.m. ET. Learn more at www.ramseysolutions.com
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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China has emerged as one of the 21st century’s most consequential nations, making it more important than ever to understand how the country is governed. True to the name Pekingology, or the study of the political behavior of the People’s Republic of China, this podcast aims to unpack the behavior of the Chinese Communist Party and implications these actions have within China and for U.S.-China relations. Jude Blanchette, the Freeman Chair in China Studies at CSIS, is joined by various expert ...
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs, Chairman and CEO of Briggs Financial Inc.
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Inspired Money is the critically acclaimed, one-of-a-kind personal finance podcast where money meets meaning. Hosted by Andy Wang, Top 100 Financial Advisor (Investopedia), each week features a dynamic live-streamed expert panel diving deep into investing, entrepreneurship, philanthropy, and lifestyle. From decoding the markets and building wealth to giving with purpose and curating a passion-driven life—Inspired Money is not just a podcast, it’s a movement. You’ll hear fresh, surprising mon ...
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The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
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The Payments Podcast from Bottomline
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Welcome to the Money Strong Personal Finance Podcast, where we dive deep into the fascinating intersection of financial decision-making and human behavior. Your host, Dr. Bryan Foltice, aims to embark on this journey with you to explore the quirks, biases, and psychological factors that shape our financial choices. From understanding why we buy high and sell low, to uncovering the emotional drivers behind our investment strategies, each episode will uncover valuable insights to help you navi ...
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Clips and more from some of the best financial radio programs heard around the country every week. Advisors share their insight and offer tips to help you get to retirement.
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @s ...
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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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Haverford Trust and Hank Smith are nationally recognized investment leaders committed to informing and inspiring people to build better financial futures for their families. In his chats with authors, influencers and industry experts, Hank helps bring a sense of clarity and calm to the complexity and stress of personal finance. Topics range from quality investing, retirement resilience, market trends and behavioral psychology.
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Planning & Beyond™ transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond explores the behavioral and psychological elements that shape ...
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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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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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I'm on a mission to help individuals, families, and entrepreneurs achieve greater financial freedom. My team and I have assisted thousands of clients across the US in using institutional resources to build wealth. Apart from my financial endeavors, I'm passionate about fitness. I was a competitive bodybuilder for several years and continue to lift weights today. In addition to finance, business, fitness, and spending time with loved ones, I dedicate around 12-15 hours per week to studying. M ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Clarifying the path towards tokenization through connecting, educating, and identifying what is needed. The multi-disciplinary aspect of tokenization implies that representatives from various parts of society all need to engage, reflected in the foundation's participants and the support from multiple ministries, the industry, universities, and many other (international) institutions. 2Tokens is a public project financed in the context of the response of the European Union on the COVID-19 pan ...
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Mental Models Podcast It's not a brain in a jar, that's the gist!
Dr. Daniel Krawczyk & George Baxter, JD, CFA
All about your brain & obtaining real-world behavioral finance knowledge! Listeners have access to original and engaging discussion of behavioral finance and cognitive bias.
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)
Hala Taha | Entrepreneurship, Sales, Marketing | YAP Media Network
Young and Profiting with Hala Taha is the must-listen podcast for anyone who is hardcore into entrepreneurship. Hosted by Hala Taha, a self-made entrepreneur and marketing expert, this top-ranked show features mini-masterclasses with business icons and entrepreneurs like GaryVee, Alex Hormozi, Mel Robbins, Reid Hoffman, Tom Bilyeu and Codie Sanchez. Listen to YAP to profit in all aspects of life - from boosting sales and beating algorithms, to brain hacks and biohacking. Whether you’re launc ...
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Welcome to the Self-Storage University Podcast, where you will learn the correct way to identify, evaluate, negotiate, perform due diligence on, renegotiate, finance, turn-around and operate self-storage facilities. And your host is a partner in one of the largest real estate portfolios in the U.S. with nearly $1 billion of holdings, Frank Rolfe.
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The sole goal of the Motivate Grind Succeed: The Podcast is to help you systemize and simplify success with high-performance habits in the 4 foundational cornerstones of life: Faith, Fellowship, Finances, and Fitness.
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When it comes to navigating the twists and turns of stock market investing, do you choose poorly? Or wisely? Experience suggests most of us are bad investors, although you may not hear this from speaking with friends and family. Sadly, the compounding effect of poor investment decisions can add up to a lot of money lost and time wasted. On “Invested Poorly: Sad Tales of FInancial Fails,” host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap ...
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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Transmuting the emergent digital empire through an examination of social impact finance, behavioral economics, mixed reality, Web 3, and synthetic biology.
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The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favourite books, personal habits, just to na ...
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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Join the discussion of behavioral marketing, consumer trust, and loyalty. Clicksuasion’s marketing frameworks are founded on behavioral economic and behavioral finance principles. Learn applicable data-driven strategies to influence change, employee engagement, and human decisions.
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Most financial experts focus solely on numbers, but Rick Kahler, CFP®, CFT™, takes a deeper approach. With over 40 years of experience, Rick blends practical financial advice with powerful emotional insights to help you understand why you make the money decisions you do. Research shows that 90% of our financial choices are driven by emotions—not logic. Whether your habits seem irrational or confusing, Rick helps uncover the underlying beliefs and feelings influencing your behavior. It's abou ...
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In July 2021, ARJ & Associates, Inc. added the Finding Your Financial Voice Podcast. A new podcast is available on the 2nd Tuesday of each month on Spotify, IHeart, and Apple Radio and streaming on BDE Music Network. The podcast Finding Your Financial Voice Podcast, created by Ms. Johnson in February 2021, entertain guests with insightful and colorful financial advice on insurance and investments and healthy financial habits, allowing each listener to gain financial knowledge. This knowledge ...
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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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The Official Remodelers Advantage PowerTips Podcast
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The nomads put a new spin on the tech genre by shining a light not only on technology but also on the human side of the digital age. Tune in if you find yourself thinking about how to integrate into the digital landscape and be a part of the evolving industry. For over two decades, Phil and Nabeel have provided a powerful catalyst for organizations to create a vision of the future and the will to innovate. As futurists, they deliver a dynamic and entertaining vision of change, blending techn ...
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential. Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you episodes with C-Suite exec ...
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Welcome to The Growth Mindset Podcast, where we unleash your potential. Hosted by Silawath Irshad, we explore topics like personal and professional growth, finance, science, religion, health, and more. Each week, experts share their success stories and offer practical tips to help you develop a growth mindset. Our goal is to inspire you to overcome challenges and achieve your goals by embracing growth and continuous learning. Join us for inspiration, motivation, and practical advice on culti ...
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I am passionate about educating people about personal finance. Whether it is getting out of debt, creating a household budget, saving for retirement, understanding insurance, investing, taxes, or your company retirement savings plan, I am here to help. #cfp #debtfree #retirementsavings #financialplanning Support this podcast: https://podcasters.spotify.com/pod/show/jim-kilgore/support
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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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Welcome to The Hacked Gym podcast. I'm your host, Matt Skinner. Here we dive weekly into a Behavioral Psychology and/or Behavioral Economic theory, where we will "hack" its application in the worlds of finance, politics, and economics and learn how to apply these principles toward achieving our health & fitness objectives
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Corporate Finance Explained | Behavioral Finance: How Psychology Shapes Financial Decisions
22:16
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22:16What happens when emotion and psychology creep into financial decisions? In this episode of Corporate Finance Explained on FinPod, we unpack the human side of finance through the lens of behavioral finance, exploring why even the most skilled professionals fall victim to biases like overconfidence, loss aversion, and anchoring. Real-world cases lik…
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The Faster You Attack Your Debt - The Faster You Achieve Financial Freedom
1:38:49
1:38:49
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1:38:49📈 Are you on track with the Baby Steps? Get a Free Personalized Plan Dave Ramsey and Dr. John Delony answer your questions and discuss: "My aunt is trying to steal our inheritance. Should I help my mom cover lawyer fees?" "I haven't filed taxes in 15 years, how do I apply for tax forgiveness?" "I'm $180,000 in debt. How can I clean up this mess?" "…
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99: How to Add Personality to Your Posts (Without Losing Your Professional Edge) | Story Snacks Series
10:17
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10:17Let’s be honest: writing for LinkedIn can feel like walking a tightrope. You want to sound smart, credible, and professional. But also… like a human. In this Episode, Stacy shares the exact approach she uses to walk that line between being personable and credible (and to generate leads for her firm, Havener Capital, in the process). Listen in as sh…
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Jeff Moerdler: The Laws of Connectivity, and the Code Behind the Megwatts
44:41
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44:41This episode of the Nomad Futurist podcast, co-hosts Nabeel Mahmood and Phillip Koblence welcome Jeff Moerdler, a powerhouse in digital infrastructure law and the head of Real Estate and Communications at Mintz. Known for his sharp insights, signature humor, and the legendary “Mintz Mince,” Jeff takes us on a journey that began with a single roofto…
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BONUS: My Investment Portfolio…From Stocks to Bonds to Cash
10:13
10:13
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10:13By listener request! In this bonus segment, host Jeff Harrell reveals his personal investment portfolio and shares insights on how he arrived at his current financial position. The table supplement he references throughout this bonus segment lists his asset allocation of stocks, bonds, and cash equivalents, as well as the percentages he is targetin…
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Wrap-Up Season 3 – Invested Poorly: Sad Tales of FInancial Fails (S3 E11)
5:50
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5:50S3 E11: Season 3 is a wrap! Host Jeff Harrell recaps the third season, summarizing all the investing and financial topics covered over the previous 10 episodes. These included discussions on stocks and bonds (individual and funds), legacy planning, financial advice, managing investor fears, and much more. Reminder: As you progress down the road to …
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Corporate Finance Explained | Strategic Capital Allocation
18:30
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18:30How do companies decide where to invest, when to return cash to shareholders, or when to take bold risks on new technologies? In this episode of Corporate Finance Explained, we break down capital allocation, the art and science behind a company’s biggest money decisions. From ROI and NPV to multi-billion dollar bets on streaming, cloud computing, a…
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Fear-Based Investing…Never a Good Idea (S1 E10)
15:24
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15:24S3 E10: One trait that’s nearly universal among investors is fear. Given the inherent uncertainties in investment outcomes, investors frequently seek strategies that promise a higher degree of control over their portfolios. These strategies range from simple to complex trading methodologies, as well as various insurance-based investment products. B…
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Financial Professionals Never Make Mistakes…Not!! (S3 E9)
13:16
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13:16S3 E9: The financial services industry is highly predatory, with some advisors prioritizing their own biases or financial interests over those of their clients. This poses a challenge for you when looking for trustworthy advisors and expecting them to act in your best interest. Given that most people require some level of guidance to manage their f…
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You Spend…More Money Than You Think You Do (S3 E8)
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14:14S3 E8: How can you know where you’re going, if you don’t know where you’re at? This principle is crucial for achieving FI, particularly when it comes to your spending. If you’re on the path to financial independence, having a comprehensive understanding of your living expenses can reward you with a sense of comfort. This reassuring information is n…
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Neglecting Privacy and Security…A Recipe for Financial Disaster (S3 E7)
17:03
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17:03S3 E7: Scamming people out of their money is a billion-dollar global industry. Ignoring this fact in hopes it will never impact you is not only naïve, but in many ways irresponsible. Putting basic safeguards in place before you are the target of a financial scam is not very difficult, but does require a time commitment. Host Jeff Harrell is steppin…
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Legacy Planning…What Are You Waiting For? (S3 E6)
16:20
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16:20S3 E6: Everyone eventually faces their ultimate demise, and when this occurs, it triggers a distressing chain of events that families dread. Not only are family members in mourning after a death, but they must address financial and estate plan matters as well. This exacerbates an already stressful time, and occasionally causes familial discord. If …
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The Most Loving Thing You Can Do Is Be Honest About Money
1:22:05
1:22:05
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1:22:05📈 Are you on track with the Baby Steps? Get a Free Personalized Plan📱 Watch the full episode for free in the Ramsey Network app.Dave Ramsey & Jade Warshaw answer your questions and discuss: Husband doesn't want to share his inheritance My mom took out credit cards in my name My terminally ill wife hid debt from me. Sister-in-law wants us …
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High-Yield Bonds…Junk or Treasure? (S3 E5)
15:49
15:49
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15:49S3 E5: “Beauty is in the eye of the beholder” aptly describes high-yield, or “junk,” bonds. Host Jeff Harrell offers insight into their characteristics and how they may be the most misunderstood asset class in the financial markets. You’ll get recommendations on how to incorporate these securities into a diversified portfolio, with strategies that …
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Investing in Bonds…Funds or Individual Securities? (S3 E4)
16:08
16:08
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16:08S3 E4: The debate around buying individual bonds versus bond mutual funds and ETFs is a polarizing one in the investment world. Proponents of individual bonds tout the benefit of a maturity date, which the other securities don’t offer. Jeff Harrell will give you all the information you need to decide for yourself if this benefit is worth the tradeo…
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Index Funds Are the “Right” Way to Invest…Maybe?? (S3 E3)
15:58
15:58
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15:58S3 E3: Index funds are perhaps the greatest invention in the history of financial markets, but there may be circumstances where an alternative strategy could be superior. If you’re interested in learning a little more about building a portfolio of individual stocks, this episode is a must-listen. Host Jeff Harrell acknowledges there is nothing an i…
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You Know Enough About Investing to…Still Mess Everything Up (S3 E2)
14:44
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14:44S3 E2: Discovering FI (financial independence) can be thrilling and it’s tempting to quickly make changes to your finances and investments. This episode cautions you to proceed slowly to ensure you fully understand the financial ramifications of your actions. Because you don’t want to win the battle, but lose the war. “Small things” like transactio…
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Investment Phases…Accumulation to Transition to Drawdown (S3 E1)
14:21
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14:21S3 E1: The three investment phases we all go through are accumulation, transition, and drawdown. This episode explains how to invest during each phase and what changes you should make as you shift from one phase to the next. Host Jeff Harrell shares his unique strategy to navigate all three phases. Using his personal FI journey as a guide, you will…
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Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living
48:03
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48:03Today on the podcast, Rusty and Robyn are joined by Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking…
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The Importance Of Asking The Right Questions
9:58
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9:58When performing due diligence on a self-storage facility, the questions you ask have a huge impact on gathering facts – especially regarding the costs of capital improvements or maintenance projects. In this Self-Storage University podcast we’re going to review the questions to ask and the questions to avoid.…
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Sacrifice Now To Secure Your Financial Future
1:41:43
1:41:43
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1:41:43📈 Are you on track with the Baby Steps? Get a Free Personalized Plan📱 Watch the full episode for free in the Ramsey Network app.Ken Coleman and George Kamel answer your questions and discuss: "I'm being quiet fired. What should I do?" " I have eight different lines of credit and I'm drowning in minimum payments. What can I do?" "Can I ask…
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Gabby Bernstein: Transform Your Business and Lead with Clarity Through Self-Healing | Mental Health | E352
55:39
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55:39To lead with greater alignment and less burnout, entrepreneurs must prioritize mental health, mindset, and self-healing. Gabby Bernstein’s childhood was rooted in spirituality, but a high-pressure PR career in New York’s nightclub scene led to addiction, burnout, and anxiety. Realizing her health, business, and identity were at risk, Gabby began he…
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874: Kirsten Tyrell: How To Take Action & Become A Millionaire
39:22
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39:22My guest in this episode is Kirsten Tyrrel. Kirsten is a bold entrepreneur, brand mentor, and podcast host on a mission to help purpose-driven women monetize their message and create income with impact. As the co-host of the popular Millionaire University podcast, Kirsten inspires aspiring entrepreneurs with real-world strategies, mindset breakthro…
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After you listen: Learn about the wealth and investment management solutions Schwab offers to help you pursue your goals confidently. Listen to Schwab's newest podcast, Invested in the Game, featuring true stories of people who are driving the game of golf forward. In this episode of Financial Decoder, host Mark Riepe is joined by Stephanie Shadel,…
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Radical Listening: Transform Your Relationships | Christian van Nieuwerburgh and Robert Biswas-Diener
1:17:45
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1:17:45In this episode of The Art of Charm, we sit down with Dr. Robert Biswas-Diener and Professor Christian van Nieuwerburgh, authors of Radical Listening: The Art of True Connection. Together, they unpack a new framework for transforming your conversations—not with better scripts, but with sharper intention. Drawing from psychology, coaching, and decad…
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Joe Murphy discusses the essential elements of retirement planning, focusing on the importance of health and financial peace of mind.
52:42
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52:42Joe Murphy discusses the essential elements of retirement planning, focusing on the importance of health and financial peace of mind. The conversation delves into the three main spending phases of retirement: the go-go years, slow-go years, and no-go years, emphasizing the need for strategic planning to navigate these phases effectively. Joe also h…
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Dave Asprey: Biohacking for High Performing Entrepreneurs | Mental Health | YAPClassic
1:02:03
1:02:03
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1:02:03Tech entrepreneur Dave Asprey once found himself battling chronic fatigue, autoimmunity, and the threat of a stroke - all while climbing the Silicon Valley ladder at 300 pounds. Confronted with life-or-death stakes, he poured millions into biohacking his brain health, metabolism, diet, and sleep to reclaim his energy and sharpen his mindset. In thi…
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Corporate Finance Explained | Corporate Turnarounds: Rebuilding Financial Health
14:43
14:43
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14:43What happens when a company starts slipping, has declining margins, mounting debt, or cash flow concerns? In this episode of Corporate Finance Explained on FinPod, we take a closer look at how businesses bounce back from financial distress and the critical role corporate finance teams play in making that happen. From early warning signs to full-sca…
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Stop Obsessing Over Pennies While Ignoring the Plan
1:40:01
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1:40:01📈 Are you on track with the Baby Steps? Get a Free Personalized Plan📱 Watch the full episode for free in the Ramsey Network app.George Kamel and Jade Warshaw answer your questions and discuss: "Should we go through with a lawsuit to sue my brother?" "How do I pay off debt and spend time with my daughter after my wife left us?" "Should we …
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Careers in Finance | From Big Four to CFO: Sharron Xiao
42:19
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42:19What does it take to go from audit associate to CFO of a PE-backed startup? In this episode of Careers in Finance, host Meeyeon reconnects with longtime friend and finance leader Sharron Xiao to explore the career choices, transitions, and leadership lessons that shaped her journey from the Big Four to the C-suite. This is a must-listen for anyone …
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25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran
45:35
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45:35Text us to share what you found helpful! Could the secret to deeper client relationships be as simple as just shutting up? In this eye-opening episode, Matt Halloran, co-founder of ProudMouth and author of "Shut the F Up and Listen," reveals how mastering the art of listening can completely transform advisor-client dynamics. Drawing from his backgr…
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Discovering New Revenue Streams With Chris Landis – [Best of PowerTips Unscripted]
27:07
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27:07We are all so busy running our businesses that we often don’t realize that there are other potential revenue-generating investments that align with our present and future business needs. Chris Landis thinks you should consider helping businesses that lease their office space as an added revenue stream. In this episode, Victoria, Mark and Chris talk…
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Everyone Makes Financial Mistakes – Don’t Let Yours Define You
1:41:10
1:41:10
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1:41:10📈 Are you on track with the Baby Steps? Get a Free Personalized Plan📱 Watch the full episode for free in the Ramsey Network app.Jade Warshaw and George Kamel answer your questions and discuss: "How do we move forward with a bridge loan and a house that isn't sold?" "My wife wants a divorce. How do I handle my finances while going through …
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3-Step Framework That Turns Strangers into Friends [Social Intelligence Brief]
21:51
21:51
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21:51Moving to a new city can feel like starting over—but it doesn’t have to. In this episode of Social Intelligence, AJ Harbinger and Johnny Dzubak break down a science-backed three-step strategy to plug into a brand-new social circle in weeks, not months. Whether you’re relocating or just looking to shake up your current routine, you’ll learn how to f…
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252. Growth leader mindsets and behaviors
44:07
44:07
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44:07Although every company wants to grow, only one in four is able to do so profitably and maintain that growth over time. This week, Sean speaks with three of our growth experts about the mindsets and behaviors of successful growth outperformers. Jill Zucker is a senior partner and former managing partner of our New York office. She co-leads our globa…
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Navigating the Stock Market: Strategies for Long-Term Investing Success
1:40:33
1:40:33
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1:40:33Why This Episode Is a Must-Listen The stock market feels more complex than ever—rising inflation, shifting interest rates, and non-stop headlines can rattle even the most seasoned investors. If you want to cut through the noise and build a long-term investing strategy that works, you’ll want to hear directly from professionals who have navigated ev…
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Chasing Easy Money Always Ends in Regret
1:41:08
1:41:08
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1:41:08📈 Are you on track with the Baby Steps? Get a Free Personalized Plan📱 Watch the full episode for free in the Ramsey Network app. George Kamel and Rachel Cruze answer your questions and discuss: "Should I help my new husband pay off his debt?" "Should my son hire an attorney to investigate a crypto scam?" "Should I keep my job if I'…
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98: Inside the Mind of a 3x Billion-Dollar Boutique Founder: Tucker Walsh on Growth, Grit, and Getting Funded
55:45
55:45
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55:45Stacy’s had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn’t just build one billion-dollar firm, he did it again. And now? He’s back at it for a third time. In this Episode, Tucker and Stacy talk about what it really takes to build an investment firm from the ground up. They also discuss: …
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Integrating Financial Psychology Into Practice with Ashley Quamme
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22:00In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes special guest Ashley Quamme, a licensed marriage and family therapist, financial behavior expert, and one of Financial Behavior Keynote Group’s exclusive speakers. Ashley is uniquely positioned at the intersection of financial planning and therapy, specializi…
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Corporate Finance Explained | Corporate Tax Strategies Optimizing Liabilities Legally
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14:00Discover how companies like Tesla, Apple, and Amazon strategically use corporate tax planning to drive profitability, fund innovation, and stay competitive. In this episode of Corporate Finance Explained on FinPod, we break down how world-leading finance teams turn tax incentives into strategic levers, from sustainability credits and R&D tax breaks…
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You Won't Win With Money If You're Not Aligned With A Plan
1:40:58
1:40:58
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1:40:58📈 Are you on track with the Baby Steps? Get a Free Personalized Plan📱 Watch the full episode for free in the Ramsey Network app. Rachel Cruze and Jade Warshaw answer your questions and discuss: "How do I teach my daughter good money skills?" "My wife doesn't want us to invest in the stock market, how do I convince her to do this?" "My …
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#197 When Economic Fundamentals Shift - Financial Therapy Without a Map
26:39
26:39
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26:39In this sobering yet grounding episode, Rick Kahler explores what it means to be a financial planner—and a human being—when the economic and social fundamentals we've long relied on begin to feel unstable. From tariffs and a declining dollar to fractured alliances and shifting client fears, Rick unpacks how historical echoes and present-day signals…
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Ep 8 - From Childhood Poverty to Wealth Management Industry Pioneer
41:10
41:10
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41:10Do you want to unlock the secrets to financial success and navigate the complexities of wealth management? This episode will give you the expert insights you need. Jonathan speaks with Shirl Penney, founder and CEO of Dynasty Financial Partners. In this episode, they deep dive into Penney's inspiring journey from humble beginnings to becoming a suc…
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Jeff Brooks of Janus Henderson - King Lear, Tony Soprano and the Lessons of Wealth Transfer
58:42
58:42
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58:42Today on the podcast, Rusty and Robyn are joined by Jeff Brooks, Senior Wealth Strategist with the Specialist Consulting Group at JanusHenderson Investors. Jeffrey R. Brooks is a Senior Wealth Strategist with the Specialist Consulting Group at Janus Henderson Investors. Jeffrey brings to his role years of experience in both the practice of law as w…
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