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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Business Advisors Podcasts
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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MARKETING DEEP DIVES by DENYSE is a Podcast for CPG Executives wanting to attract, delight and retain more consumers. In each episode Denyse shares her tips, tools and ideas gathered from her more than 30 years experience working in over 125 countries around the globe. Denyse is: 📈 Advisor to Fortune 100-Inc 5000 | 🚀 Strategist for mid-sized CPGs | 👨💼👩💼Leadership Coach | 🎤 Keynote Speaker | 📚 #1 Best-Selling Author | 🌍 Former Global Head of Consumer Excellence at Nestlé
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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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Welcome to the American Alchemy. Tune in for new videos WEEKLY highlighting the most heretical thinkers/ideas of our time. 👽 instagram: @jessemichels twitter: @alchemyamerican Business: [email protected]
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Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
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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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Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you’re approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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A podcast specifically focused on helping every person live their ideal life by helping them make better decisions around their finances, relationships, and life.
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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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The Lifetime Cash Flow Through Real Estate Investing Podcast grants you access to expert real estate investors, syndicators, lenders, property managers and advisors. These experts share their stories, tips and advice on how they successfully built their businesses, and their fortunes, through multi-family real estate investing. Host Rod Khleif is a seasoned and passionate real estate investor who has personally owned and managed over 2000 apartments and homes. Rod has combined his passion fo ...
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The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and tech platforms discussing the industry's trends, like AI adoption, first-party data strategies, artificial intelligence in the consumer journey, consumer data privacy, omnichannel custom ...
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Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
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Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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Learn something new every day with a 60-second personal finance tip based on today’s headlines, brought to you by the experts at CNBC. Topics include saving, spending, debt, retirement, taxes, careers, college, and more with CNBC's Jessica Ettinger.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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President and Founder Rita Robbins has spent years helping independent financial advisors build thriving businesses that put clients first while creating fulfilling lives for themselves. This inspired a simple yet powerful idea: what if we could capture and share the winning insights from our industry’s brightest minds? In Independence Amplified, she’ll sit down with industry leaders, advisors from our network, and some surprise guests for candid conversations focused on three pillars of suc ...
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Get your creative juices flowing with The Startup Ideas Podcast. Published twice a week, we bring you free startup ideas to inspire your next venture. Hosted by Greg Isenberg, CEO of Late Checkout and former advisor to Reddit and TikTok. Subscribe so you don't miss out. For more startup ideas, we created a database of 30+ startup ideas you can take at https://gregisenberg.com/30startupideas
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100% Canadian. 100% Commercial.
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
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Connecting you with the people, companies, and ideas revolutionizing global financial services. Our guests are the leading fintech founders, investors, and thinkers in the world. Subscribe and follow us for more FinTech content by searching @whartonfintech on your preferred platform!
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One of the most helpful plain-English resources for investors who want to demystify exchange-traded funds
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How can I increase the value of my business? How can I increase profitability in my business? Is it possible to balance owning a successful business with living the lifestyle I desire? Welcome to the Cultivating Business Growth Podcast, where we answer all of those questions and MUCH MORE! We host weekly discussions designed to help you grow your business AND create the lifestyle you desire. Elevate your business with proven strategies from CPAs and business advisors. We discuss real-world c ...
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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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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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At Work in America, the longest running and top downloaded HR podcast, focuses on human resources, management, leadership, and workforce technology. The show is hosted by Steve Boese, the Co-Chair of the HR Technology Conference and Trish Steed, CEO of H3 HR Advisors.
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Thoughts and interviews from the financial advice industry!
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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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Welcome to The Maui Real Estate Advisor, your guide to navigating Maui’s unique real estate market. Whether you live on the island, own property here, or are considering making Maui your home, this podcast offers expert insights, market updates, and practical tips to help you make informed decisions. Tune in and discover what it takes to own a piece of paradise. Lee Potts RB-20663 (808) 276-8776 Keller Williams Realty Maui RB-21851
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Rental Property Owner & Real Estate Investor Podcast
Rental Property Owners Association with Brian Hamrick
Exciting, informative. Every Monday, your host Brian Hamrick interviews real world real estate investors and industry professionals to discuss topics, tips, and techniques designed to make you a more confident and successful rental property owner and real estate investor. Guests include buy and hold investors, flippers, wholesalers, property managers, brokers, legal advisors, insurance providers, mortgage brokers—you name it, we’re talking to some of the top names in the business.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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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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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City of CreativeOne Advisors Group. David Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investm ...
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Your guide to discover what’s next! We help business owners create a roadmap for what’s next while navigating the challenges of growing your business or planning for an exit.
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92. The VOICE Framework: Mastering Impactful Communication as an Advisor
16:51
16:51
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16:51This week's episode is all about moving beyond just knowing your stuff as an advisor and truly mastering the art of communication. I shared why saying the right thing isn’t enough—it’s about how, when, and with what intention you say it. I introduced my VOICE Framework, a five-part structure that helps advisors communicate in a way that creates saf…
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Today we're talking about the various waves of marketing in business sales, from leveraging existing contacts to targeted outreach and industry buyers. The episode also explores the importance of engagement agreements, the role of advisors, and the dynamics of buyer interest changes. Whether you're a buyer, seller, or simply interested in the busin…
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Is Now a Good Time to Buy Rental Property?
43:31
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43:31In this episode, Anderson Business Advisors host Clint Coons, Esq., sits down with long-time client and real estate investor Tarl Yarber to discuss whether now is the right time to invest in real estate. Tarl, a "recovering house flipper" who has completed over 650 flips, shares his journey from wholesaling in 2005 to becoming a full-time investor …
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Episode 1075 "SAB Chronicles": Adjusting from B2C to B2B, Real Business Owner Talk
23:29
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23:29SAB Chronicles: Adjusting from B2C to B2B, Real Business Owner Talk Making the shift from B2C to B2B isn’t just a change in audience - it’s a whole new game. Sales cycles are longer, relationships matter more, and value isn’t just about price - it’s about solving deeper problems. What worked in B2C doesn’t always translate, and that adjustment can …
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Why Serving Business Owners is the Secret Sauce to Building a Vibrant Wealth Management Firm
55:51
55:51
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55:51In 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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Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch
1:30:00
1:30:00
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1:30:00Griffin Kirsch built a $200 million AUM firm in just five years—while maintaining a 70% profit margin. Delivering high-touch planning to business owners and real estate investors without charging fees on those assets, Griffin's focus on providing hard-dollar value to his clients (especially around tax strategy and real estate decisions) has fueled …
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Summary In this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, reflections on the AICPA Growth Forum, and the evolving role of technology and private equity in the accounting industry. The conversation also covers upcoming conferences, the integration of DCF …
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Efficient Frontier Advisors Co-Founder & Neurologist Bill Bernstein
1:04:06
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1:04:06Barry speaks with Bill Bernstein, neurologist, investor, author and co-founder of Efficient Frontier Advisors about his unique career path from science to finance and how he uses lessons learned in neurology and applies them to investing. Bill also shares his thoughts on the current economic and political environment and his thoughts on how to navi…
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Tariffs & Inflation: The Effects on Your Business & Inventory Practices
20:08
20:08
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20:08Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Je…
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This AI Agent creates 1000+ SEO Pages in 52 min (Claude + MCP + Cursor)
51:57
51:57
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51:57Join me as I chat with The Boring Marketer to demonstrate how non-technical marketers can use AI tools like Cursor and Claude Code to build programmatic SEO strategies without coding knowledge. He walks through a complete workflow from keyword research to deploying a live comparison page for AI tools, showing how this approach can potentially gener…
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Designing Work that Can Work for Everyone
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47:02
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47:02Designing Work that Can Work for Everyone Hosts: Steve Boese and Trish Steed Guest: Cali Williams Yost, CEO & Founder of the Flex+Strategy Group Summary In this episode of At Work in America, Steve and Trish meet with Callie Williams Yost to discuss the evolving landscape of workplace flexibility. They explore the impact of the pandemic on work des…
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#167: The Evolution & Future of Willow Virtual CFO
27:05
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27:05In this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we’re addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity a…
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Ep #1,222 - The Ultimate 2025 Real Estate Due Diligence Guide
45:36
45:36
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45:36Michael is a seasoned real estate syndicator, broker, and attorney, and the founder of Next Play Investments LLC, a firm focused on acquiring undervalued properties and turning them into high performing, cash flowing assets. With a portfolio spanning apartment complexes, self storage, and mixed use properties, Michael and his expert team, which inc…
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Jim Chanos on the Nuttiness of 'Bitcoin Treasury Companies'
31:20
31:20
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31:20For awhile there was just MicroStrategy (which has since been renamed as Strategy.) It started buying Bitcoin, and then raised money to buy more Bitcoin, and the stock has done phenomenally well, despite the company not doing much else beside holding Bitcoin. But now it has spawned numerous copycats all doing the same thing. But the question is why…
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If my employer, a federal agency, offers an early retirement option, can I say yes and call it quits? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Ne…
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Home Prices Hit Fresh Record High In May 6/30/25
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1:17Your 60-second money minute. Today’s topic: Home Prices Hit Fresh Record High In MayBy CNBC
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From $50K/Month to 50/50 Flip: How Dedric & Krystal Polite Turned Real Estate into a TV Hit
32:05
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32:05They started with almost nothing—and turned it into everything. Dedric and Krystal Polite are the stars of A&E and Hulu’s 50/50 Flip, a real estate power couple who built a $50K/month wholesaling business and used it to create a multimillion-dollar rental portfolio. In this episode, they share how they went from scraping by to financial independenc…
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#697: Building the total experience for customers with AJ Joplin, Forrester
24:10
24:10
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24:10Does your AI-based interface talk to customers the way a real person would or is it tech for tech’s sake? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility is less about bolting on new features just because the tech is available and m…
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From Dumb Money to Dynamic Insights – How Pebble is Reinventing Portfolio Conversations with AI
1:02:36
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1:02:36In this episode of the Modern Financial Advisor Podcast, Mike Langford is joined by Justin Whitehead, Co-Founder and CEO of Pebble Finance, for a deep dive into one of the most compelling use cases of AI in wealth management. Justin shares how a personal investing misstep in China sparked the idea for Pebble, and how his team is transforming the wa…
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The UFO Kill List: Who Paid the Price? (Ft. Richard Dolan)
2:29:48
2:29:48
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2:29:48This episode dives deep into one of the most unsettling and enigmatic figures in American history, James Forrestal, the first U.S. Secretary of Defense, whose descent into paranoia and suspicious death still sparks intense speculation. Was Forrestal silenced over what he knew?Historian and researcher Richard Dolan shares how a single book launched …
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The Biotech Start-Up Making Vaccines for Bees and Shrimp
40:36
40:36
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40:36Think of a biotech company and most people will think of a business trying to come up with cures and treatments for human illnesses. There's not a lot of discussion about companies trying to do the same for animals, insects, or even... crustaceans. And yet, healthy animals are a key part of the ecosystem and important for our food supply. In this e…
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Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and scalable platforms - and how to choose what’s right for you. -How automations and integrations can cut onboarding times from 15 minutes to 3. -The importance of a "Jedi Health Check" for your firm…
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No one likes thinking about death but ignoring what happens to your money after you’re gone can leave your loved ones with stress, confusion, and financial trouble. In this episode, Nick and Jake unpack the essential documents and decisions that determine where your assets end up, from wills and probate to powers of attorney and trusts. They explai…
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Challenging the Status Quo: CPR Investments
50:34
50:34
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50:34Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients. CPR Investments Website Talk to Garrett: Call: 919-561-2436 Email: [email protected] Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors…
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Ep #1,221 - MFRS - How Max Built A 1,100 Unit Portfolio With Zero Real Estate Background
28:24
28:24
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28:24Max Shah, founder of ROS Capital, is a seasoned real estate investor with over 1,100 units across multifamily, self-storage, rentals, hotels, and gas stations since 2014. With a background in IT and a sharp eye for development, he brings a unique blend of technical expertise and hands-on experience to every deal, including new construction homes. K…
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How Smart CPG Leaders Are Mastering AI Consumer Intelligence to Drive Growth
13:37
13:37
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13:37The blog post discussed in this episode of Marketing Deep Dives by Denyse argues that the Consumer Packaged Goods (CPG) industry faces a "relevance crisis" because traditional market research methods cannot keep pace with rapidly changing consumer behaviour and preferences. It emphasises that AI-powered consumer listening is crucial for CPG compani…
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Is the International Outlook Brighter Than the US?
18:54
18:54
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18:54Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investmen…
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Lots More on What's Going On in Iran's Markets
26:04
26:04
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26:04Iran is a huge country with a sizable stock market. And yet, years of sanctions and other restrictions mean it’s tough to even look up its stock prices (much less invest there.) In this episode, we catch up with Maciej Wojtal, CEO and CIO of AmtelonCapital, an Amsterdam-based fund that specializes in Iranian stocks. We talk about what the past week…
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A financial planner is suggesting an annuity to provide guaranteed income to bridge the gap between retirement and Social Security. Is it the right product for us? Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Credit Cards Battle For Big Spenders 6/27/25
1:34
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1:34Your 60-second money minute. Today’s topic: Credit Cards Battle For Big SpendersBy CNBC
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#696: The network effect on CX of AI plus employees with Jay Pattisall, Forrester
26:55
26:55
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26:55If AI can amplify every employee’s reach ten-fold, how ready is your organization to harness that network effect? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility isn’t about adding more tech; it’s about multiplying human impact. Tod…
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ICONIQ General Partner, Yoonkee Sull - Finding Edge in Fintech and Building Enduring Companies
46:56
46:56
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46:56In this episode of the Wharton Fintech Podcast, hosts Sabrina Fathi and Wesley Aster speak with Yoonkee Sull, General Partner at ICONIQ, about building category-defining fintech companies through every market cycle. Yoonkee reflects on his journey from early ICONIQ associate to GP, lessons from backing leaders like Chime, Groww, Adyen, Wealthsimple…
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Swiss Re's Velina Peneva on the Business of Reinsurance
1:12:58
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1:12:58Barry speaks with Velina Peneva, group chief investment officer at Swiss Re about the business of reinsurance, managing risk, her career path and more. Peneva started her career at Bain & Company in 1998 and later became Partner in 2011. While she was there, she worked with fund managers and investors, became a leader in the private equity practice…
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The 4 Things You Can Control in Retirement
27:38
27:38
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27:38Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that can actually help move the needle in retirement. Today, David walks through four key factors you can control and how they could make a lasting difference in your financial futu…
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Ep #1,120 - The Power of The Incredible Potential Inside of You - Own Your Power Success Tip
4:49
4:49
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4:49Too many people coast through life never realizing what they’re truly capable of, held back by fear, comfort, or limiting beliefs. But what if you acted like failure wasn’t an option? Learn why your starting point doesn’t matter, how setbacks are just “seminars” in disguise, and why happiness actually precedes success—not the other way around. This…
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Comfort feels safe—but in a fast-changing world, it can quietly become your firm’s biggest threat. In this episode of The FutureProof Advisor, I explore why individuals and organizations naturally resist change, and how our biology—particularly our brain’s preference for predictability and aversion to loss—can unconsciously keep us clinging to outd…
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Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
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36:32In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life. For full show notes, see kitces.com and thesocietyofadvice.com.
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1
The 4% Rule Just Changed—What That Means for Your Flight Plan to Retirement
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12:55The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision? In this episode, Ry…
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Why PCI Is Betting Big on Vancouver’s Real Estate Future with Tim Grant, President of PCI Developments
27:27
27:27
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27:27Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. Recorded live at the Vancouver Real Estate Forum, this episode of the Commercial Real Estate Podcast features Tim Grant, President of PCI Developments. Hosts Aaron Cameron and Adam Powadiuk explore how PCI navigates today’s volatile market with strategic mixed-use developments,…
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The Company That Wants To Bring Back Supersonic Jet Travel
50:55
50:55
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50:55We talk all the time about the US attempting to become a powerhouse in advanced manufacturing, but a lot of it just sounds like talk that's not going anywhere. But some companies are trying. Boom Supersonic is an 11-year old company that has raised hundreds of millions of dollars in its quest to build a new supersonic jet for commercial air passeng…
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The Exit Mindset: When, Why, and How to Plan Your Succession
23:19
23:19
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23:19Key highlights include: -Why many advisors wait too long - and how that can cost them. -Common emotional roadblocks and how to overcome them. -The difference between financial readiness and business readiness. -Mistakes sellers make when engaging with buyers. -Why a clear "why" can determine the success of your exit. Whether you're actively conside…
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My husband hates his job, and has hated it for years. Can he get a lower paying job earning about half of what he does now, but still keep us on track for retirement at age 55. Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Your 60-second money minute. Today’s topic: Small Business Hiring ChangesBy CNBC
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At The Money: Navigating War, Tariffs and Geopolitics
19:05
19:05
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19:05Israel attacked Iran with drones; the U.S. bombed Iran’s nuclear sites. This after months of Tariffs announcements and geopolitical wrangling. What are investors supposed to do? Sam Ro, an award winning financial journalist and CFA known for his clear, data-driven insights into markets joins Barry Ritholtz to discuss what you need to know about nav…
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I challenged Genspark to be my AI Co-Founder (Honest Review + Tutorial)
28:33
28:33
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28:33On this episode, I provide an unsponsored review of GenSpark, testing its capabilities across multiple business applications. I evaluate the platform's ability to create investor decks, product demos, customer personas, and marketing strategies. While I was impressed with GenSpark's research capabilities and business-oriented content, the product h…
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Tariffs, Iran, PE, CPA Pipeline, PCAOB, SEC
1:22:34
1:22:34
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1:22:34What happens when 19 states simultaneously abandon the 150-hour CPA requirement while tariffs create unprecedented uncertainty for CFOs? Blake and CFO.com reporter Adam Zaki explore the rapid transformation of CPA licensure—from New York's recent changes to the coordinated state-by-state rollout that followed Barry Melancon's AICPA retirement. You'…
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Episode 128 - Living the Zero Inbox Lifestyle - The Woodard Report Podcast
46:22
46:22
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46:22On this episode Joe and Heather speak about conquering the email inbox using the “Zero Inbox” lifestyle and how it transforms both productivity and peace of mind. Joe walks listeners through a practical, judgment-free system based on David Allen’s productivity method using the four D's—Delete, Delegate, Do, and Defer—while Heather shares real-world…
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