Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Finance Automation Podcasts

show episodes
 
Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
  continue reading
 
Artwork

1
The System for Everything

Julie Fried, Business & Systems Strategist

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Imagine if your funniest business-savvy friend handed you a life cheat sheet every week. That’s The System for Everything — quick, relatable episodes packed with real tips, real talk, and way too many reality television references. Hosted by Julie Fried, it’s the podcast that proves systems don't have to be boring. If you love practical tips but need them served with a side of sharp wit, this is your new favorite system. Whether you're a small business owner, creative entrepreneur, busy pare ...
  continue reading
 
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
  continue reading
 
Beyond Death & Taxes is where finance leaders get clear, current insights on tax compliance. Hosted by Matt and Clay from Avalara, each episode explores the latest tax trends, legislative changes, and automation strategies shaping modern finance—plus a recurring segment, The Compliance Graveyard, where outdated practices are laid to rest. It's smart, timely, and built for today’s finance pros.
  continue reading
 
Accounting Insights by Gary Jain brings clarity to the complex world of finance. Hosted by Gary Jain—CEO of Ledger Labs and a seasoned accountant with 12+ years of experience—this show breaks down accounting, cash flow, automation, and financial strategy into practical, real-world lessons. Perfect for founders, CFOs, and business leaders looking to turn numbers into smarter decisions.
  continue reading
 
Artwork

4
Learn Finance 101

LearnFinance101

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Welcome to Learn Finance 101, your go-to podcast for mastering the basics of finance. Whether you're new to personal finance or looking to refine your knowledge, we break down key topics like budgeting, investing, and credit management into simple, actionable insights. Join us weekly to gain the tools and understanding you need for lasting financial success. Become a Paid Subscriber: https://podcasters.spotify.com/pod/show/learnfinance101/subscribe
  continue reading
 
Artwork
 
At Option Alpha we are devoted to empowering traders with simple, powerful tools supported by world-class research and education. For far too long the options industry has been fragmented, lagging, and unnecessarily complex. By developing industry-first automation technology, enhancing data and information accessibility, and nurturing our thriving community at every level, Option Alpha is changing the way people trade options forever. We’re more than just a software company; we’re leading a ...
  continue reading
 
Artwork

4
Future Finance

Glenn Hopper & Paul Barnhurst

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will ...
  continue reading
 
Artwork
 
KP Unpacked explores the biggest ideas in AEC, AI, and innovation, unpacking the trends, technology, discussions, and strategies shaping the built environment and beyond.
  continue reading
 
Artwork

1
The Buzz

FinAi News

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The Buzz podcast covering current trends and intriguing topics in automation and beyond courtesy of FinAi News, the definitive source for insights and news surrounding automation in financial services.
  continue reading
 
Artwork

451
What's Kenner French Thinking!

R. Kenner French and VastSolutionsGroup.com

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily
 
Welcome to "What’s Kenner French Thinking!" — the VastSolutionsGroup.com ecosystem with a twist. Hosted by the Amazon #1 best selling author of "ModernMillions.aI" R. Kenner French and Elaine Mingus, who provide the ultimate roadmap for the modern entrepreneur: Tax + Finance + AI. We use sophisticated AI to help you stop overpaying taxes, increase net worth via advanced finance techniques, and master business automation. As co-founders of VastAssetDefense.com, we’ve expanded to offer elite a ...
  continue reading
 
The Freedom Nation podcast is the home of Freedom Day, the achievement of a work-optional lifestyle. Our show focuses around personal finance, real estate, multiple sources of income, cashflow, and the stories of people that have achieved their own Freedom Days. Our host is Jeff Kikel a 30 year veteran of the Financial Services industry that attained his own Freedom Day by building multiple streams of income, selling some, buying more and sharing his story with the audience.
  continue reading
 
Financial Forward with Jim McCarthy Explore the Future of Consumer Finance, Banking Regulation, and FinTech Innovation Financial Forward is the essential podcast for professionals in finance, compliance, and innovation. Hosted by Jim McCarthy, founding member of the CFPB and expert in regulatory risk management, each episode features in-depth conversations with leaders from banks, credit unions, fintech companies, and regulatory agencies. 🎯 What You’ll Learn: Consumer finance trends and poli ...
  continue reading
 
Step inside the rapidly evolving world of artificial intelligence. Each week, Aarjay breaks down the latest breakthroughs, tools, and trends shaping the future of AI from generative models and automation to real-world applications in business and everyday life. Whether you’re a developer, entrepreneur, or curious learner, this podcast keeps you ahead of the curve in the age of intelligent machines.
  continue reading
 
Artwork

1
FinTech Germany – Innovation, Banking & Venture Capital by Startuprad.io™

Startuprad.io™ – Europe’s Startup & VC Podcast Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
FinTech Germany, powered by Startuprad.io™, is Europe’s definitive podcast on financial innovation and venture capital in the DACH region. Hosted by Joe Menninger, the show reveals how startups, banks, and investors collaborate to reshape finance for a digital, sustainable future. From Frankfurt to Zurich and Vienna, FinTech Germany examines the pioneers building Europe’s next-generation financial infrastructure — covering everything from open banking, embedded finance, and regtech to digita ...
  continue reading
 
In a world where AI and automation dominate every boardroom conversation, AI & Automation: The Route to Unlocking EBIT and Cash cuts through the noise and gets straight to what matters, turning technology into measurable financial value. Hosted by The Agentic Exec, the AI & Automation Acceleration Partner for enterprise, this series brings CEOs, CFOs, COOs, and CTOs into the same room to answer one question: how do you actually make more money with AI? Each episode dives deep into the realit ...
  continue reading
 
Artwork
 
Unlock the Future of Crypto with Paul Barron – The Fastest-Growing Crypto & Technology Show. Step into the world of crypto investing, blockchain technology, and digital finance with Paul Barron, the leading voice in independent crypto and tech media. Whether you're a crypto enthusiast, investor, or just curious about the latest in digital assets, this podcast delivers everything you need to stay ahead in the rapidly evolving world of cryptocurrency. What You'll Discover Breaking Crypto News: ...
  continue reading
 
Artwork
 
Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
  continue reading
 
Artwork
 
Ready to revolutionize your home service business? Tune into the Service Business Mastery Podcast! We dive deep into automation and AI, including swarm agents, AI chatbots, and AI voice agents, to help you streamline and optimize your operations. Whether you're in HVAC, plumbing, electrical, or any other home service trade, we cover leadership, marketing, finance, pricing, and HR to give you the edge you need. Click here to transform your business and embrace the future today!
  continue reading
 
CurrencyCast is a treasury podcast series from currency management experts, Kantox. In each episode, we look at the pressing foreign exchange (FX) risk issues facing treasurers and CFOs today and help them identify the potential gaps in their FX risk management strategy. Each episode will provide viewers with quick bite-size insights to help them better understand their FX risk, stay informed of the latest currency management trends and learn about the future of FX tech.
  continue reading
 
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
  continue reading
 
As digital threats intensify and compliance requirements grow more demanding, Trust.ID Talk is your critical source for mastering digital identity and PKI management. Brought to you by GlobalSign, this podcast targets the real-world challenges faced by IT security leaders, cybersecurity managers, and tech executives in industries like finance, healthcare, education, government and insurance. Each episode offers a front-row seat to conversations with industry pioneers, thought leaders, and su ...
  continue reading
 
Colin Naquin explores the world of technology, AI, web development, and digital innovation through simple, insightful conversations. Each episode breaks down real-world trends, tools, and ideas that help developers, creators, and tech enthusiasts stay ahead of what's next. Whether you're building apps, experimenting with automation, or exploring the future of online communities, this podcast brings practical knowledge and meaningful discussions from across the Perimattic Community.
  continue reading
 
Entrepreneur, among other things... “A human being should be able to change a diaper, plan an invasion, butcher a hog, write a sonnet, balance accounts, build a wall, comfort the dying, take orders, give orders, cooperate, act alone, cook a meal, fight efficiently, and die gallantly. Specialization is for insects.” ― Robert A. Heinlein I talk to the most interesting people we can find in business, finance, science, art, technology, and human improvement and try to learn from them.
  continue reading
 
Welcome to Chuck Yates Got A Job with Chuck Yates. You've now found your dysfunctional life coach, the Investor Formerly known as Prominent Businessman Chuck Yates. What's not to learn from the self-proclaimed Galactic Viceroy, who was publicly canned from a prominent private equity firm, has had enough therapy to quote Brene Brown chapter and verse and spends most days embarrassing himself on Energy Finance Twitter as @Nimblephatty.
  continue reading
 
Save on everything. Stretch your paycheck. Spend more time with family. This podcast is hosted by Adam Katz, author of the #1 Amazon Bestseller ”Money for Dads: Save on everything. Stretch your paycheck. Spend more time with family.” Don’t make enough money for your family’s needs? Are you working extra hours and jobs just to pay bills? This podcast will teach you to stretch your family’s income, while at the same time, giving your kids the best, most amazing lives possible. The podcast incl ...
  continue reading
 
Artwork

1
HIMSSCast

HIMSS Media

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
HIMSSCast is a podcast produced by the HIMSS Media editorial team behind Healthcare IT News, MobiHealthNews, and Healthcare Finance News. In each episode, our editors are joined by special guests from around the health tech industry to discuss major news stories or trends in the space. The aim of the show is to add depth, analysis and color to our ongoing coverage of the digital health, health tech and healthcare finance realms, as well as to facilitate lively conversations about hot health ...
  continue reading
 
Artwork

1
The Fearless Podcast

The Fearless Podcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Listen to us on the Fountain App: https://fountain.fm/show/ohXzXDIUte1fjsPe7AFo The Fearless Podcast explores faith, family, food, farm, and finance through inspiring conversations and practical wisdom. Each episode dives into spiritual growth, strong family bonds, delicious traditions, sustainable living, and smart financial stewardship. With heartfelt stories, expert insights, and real-world advice, this podcast invites listeners to live boldly, think deeply, and embrace life’s challenges ...
  continue reading
 
Artwork

1
SunCast

Nico Johnson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Nico Johnson takes you into conversations with those at the forefront of Renewable Energy. SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs. SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the ...
  continue reading
 
Artwork

1
MONEYFITMD PODCAST

Dr Latifat Akintade

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Financial Wellness , Freedom and Liberation for women physicians. Discover the keys to financial success with Dr. Latifat on the MoneyfitMD Podcast. Learn how to master your finances and create a life of wealth and fulfillment. Perfect for anyone looking to improve their financial literacy, the MoneyfitMD Podcast offers practical guidance on topics like: Debt management Investing Budgeting Building net worth And much more! Join Dr. Latifat and a community of like-minded individuals on the pa ...
  continue reading
 
Artwork

1
Mission Daily

Mission.org

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
What if your next great idea was waiting in the words of someone you’ve never met? On Mission Daily, host Stephanie Postles sits down with people who see the world differently — leaders, creators, and deep thinkers who have mastered the art of turning challenges into opportunities. Uncover what fuels growth and innovation every single week. From ancient philosophies to groundbreaking tech, this podcast isn’t just about ideas; it’s about action — giving you the step-by-step guide to design a ...
  continue reading
 
Organizations have a greater chance of success when Financial Planning and Analysis (FP&A), Accounting, Operations, and the Executive Senior Leadership are more strategically aligned. Developing Finance Leaders capable of growing partnerships across the organization and leading positive change are the goals for this podcast. The host is Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Business Consultant in Corporate FP&A and Account ...
  continue reading
 
Empower everyone to be able to invest or ask their financial advisors the right questions about their investment. We look at the world through a structural growth lens. We focus on sectors that are not dependent on the vagaries of the economic cycle but rather on long term trends helping to shape financial markets. We look at companies in sectors that cater to a growing global population, to demographics trends and to automation amongst many. Our story emanates from running large family offi ...
  continue reading
 
Welcome to The Lift, the podcast from Nue — the quote-to-cash platform built for the omnichannel economy. Each episode explores how B2B SaaS leaders are reinventing their revenue lifecycles — from pricing agility to product-led growth, from replacing legacy CPQ and billing systems to scaling across every sales channel. Join RevOps, finance and sales leaders for bold takes, practical strategies, and stories from the companies driving revenue growth. If you’re ready to future-proof your revenu ...
  continue reading
 
Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 ...
  continue reading
 
In this age of rapid technological advancement, data-driven practices have taken centre stage in the realm of finance and across business. It's not just about number-crunching anymore. It's about leveraging the potential of data for informed decision-making, employing cutting-edge technologies to revolutionise conventional processes, and maintaining flexibility to adapt to the ever-changing business landscape. From the executive suite to data analysis, we're about to delve into how these tra ...
  continue reading
 
The Everyday AI podcast is a daily livestream, podcast and free newsletter where we help everyday people grow their careers with AI. The Everyday AI podcast is hosted by Jordan Wilson, a former journalist who's now the owner of a boutique digital strategy company with 20 years of martech experience. Our main focus is to help you keep up with AI trends to make your job easier. Get your work done faster. Increase your output. - Sign up for our free Prime Prompt Polish ChatGPT course: https://p ...
  continue reading
 
Artwork

1
Finance Fireside Chats

FutureView Systems

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
FutureView Finance Fireside Chats are hosted by John Baule, a seasoned CFO, and co-founder of FutureView Systems. Our Finance Fireside Chats cover a variety of topics of interest for accounting and finance professionals including trends, insights, analysis and best practices.To learn more visit us at https://www.futureviewsystems.com/
  continue reading
 
Think of Online Business Launch Podcast hosted by Lindsay Sutherland as your library of helpful tips, ideas and inspiration. We feature online entrepreneurs at all stages of business so you can hear from others who have been where you are and found a path to success. Each title reflects the primary take-a-way from each episode. From freelancers who figured out how to get clients on repeat, to entrepreneurs building monthly recurring revenue streams that allow them to take a week off and stil ...
  continue reading
 
Artwork

1
The CFO Corner

Auditoria.ai

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
In the CFO Corner, we sit down with CFOs and corporate finance professionals to hear about the innovative approaches and technology they have used to scale and grow their organizations. They share the challenges they’re facing with mundane repetitive tasks and give their takes on what they’d like to see in the corporate finance function that can help CFOs achieve a stress-free working life. This is the podcast for you if you’re ready to learn about the innovative approaches that are out ther ...
  continue reading
 
Finality: The Business Lens on Decentralized Networks Finality is a research and media platform exploring the business and economics of decentralized infrastructure. Hosted by Juri Maibaum, each episode dives into the incentives, sustainability, and value creation behind the systems that secure crypto networks, from validators and restaking to modular blockchains and network governance. Through deep-dive interviews, data-backed analysis, and stories from industry operators, Finality helps bu ...
  continue reading
 
Artwork

1
The Matthews Podcast

Matthews Real Estate Investment Services

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Matthews Real Estate Investment Services™, a commercial real estate investment services and technology firm, presents the Matthews™ Podcast. A podcast dedicated to providing you with professional insight on the latest news, trends, and topics impacting the commercial real estate industry. The podcast delves into the world of commercial real estate, arming brokers, investors, developers, leasing agents, and capital market professionals with the information necessary to take their business to ...
  continue reading
 
Artwork

4
Lead-Lag Live

Michael A. Gayed, CFA

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted by Melanie Schaffer each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Melanie Schaffer as she connects with prominent thought leaders for captivating discussions i ...
  continue reading
 
Artwork

1
Invested

Maven Capital Partners

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The Invested Podcast interviews CEOs and founders at the helm of some of the UK’s fastest growing businesses. Join Laura Boyd, Television and Entertainment Reporter, as she chats to these entrepreneurs about the successes and the inevitable struggles they have faced when growing their business.
  continue reading
 
Loading …
show series
 
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Sasha Orloff, CEO of Puzzle, to discuss the future of accounting and how AI is poised to transform the finance industry. Sasha Orloff shares his journey from founding LendUp and Mission Lane to building Puzzle, an innovative accounting software platform designed …
  continue reading
 
It's the end of Series 3 - where's the time gone?! In this Christmas special, Chris and Mike unwrap the biggest lessons from a year of conversations on AI, automation, data and leadership—cutting through hype to focus on what actually moves finance teams forward. Hosted on Acast. See acast.com/privacy for more information.…
  continue reading
 
In 2025, financial planning is being transformed by automation, AI, and upskilling. Generative AI enables real-time forecasting and budgeting, while automation reduces errors and frees finance professionals for strategic tasks. Cloud-based platforms improve collaboration, and upskilling in AI and data analytics is a priority for nearly half of fina…
  continue reading
 
It’s wild how fast a year goes by, and when you finally look back, the gap between what you meant to do and what actually happened is bigger than anticipated. The trick is that most financial progress relies less on skill and more on removing willpower from the equation. In this episode of Real Personal Finance, Scott and Nick sit down to talk thro…
  continue reading
 
On this episode, we're taking a look at the top crypto investment trends going into 2026. ~This episode is sponsored by BTCC~ BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC Guest: Felix O. Hartmann, Managing General Partner - Hartmann Capital Hartmann Website➜ https://bit.ly/HartmannCap 00:00 Intro 00:50 Sponsor: BTCC 01:00 Portfolio update 03:00…
  continue reading
 
The crypto market rally resumed today, Jan. 2, as investors bought the recent dip. Bitcoin price rose to over $88,500, while Ethereum jumped by $3,000. The market capitalization of all tokens jumped by 1.35% to over $3 trillion. ~This episode is sponsored by Uphold~ Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto w…
  continue reading
 
Estate planning isn’t about death—it’s about protection, control, and peace of mind. In this in-depth conversation, R. Kenner French and estate planning attorney Bob Bluhm break down why putting off estate planning can quietly cost families hundreds of thousands—or even millions—of dollars. Most people say “I’ll do it later,” but as Bob explains, d…
  continue reading
 
Might internal memos be a thing of the past? When you can just build something as fast as writing a memo about it, why wouldn't you just build the demo? In this episode of Everyday AI, we sit down with Google Cloud’s Richard Seroter to break down five simple ways to use AI with Google. No technical background needed. We talk faster research, better…
  continue reading
 
Major institutions forecast modest global GDP growth for the coming year, below historical averages, supported by easing inflation and resilient labour markets but constrained by trade tensions, geopolitical risks, and policy uncertainty. Advanced economies are expected to lag, while emerging markets and key developing nations provide stronger mome…
  continue reading
 
2025 was a year of hardship for many, yet it was also a crucible for entrepreneurs, developing grit, resilience and perspective. We were able to capture some phenomenal conversations on the SunCast Podcast, and wanted to highlight a few that stand out for their vision and which also got among the most downloads of the year. In 2025, the clean energ…
  continue reading
 
A structural review of what became irreversible in finance in 2025: AI embedded in core decisions, enforcement-era regulation, real-time payment constraints, trust limits in automation, and tokenization as infrastructure control. This episode argues that the next phase of financial innovation is defined by resilience, governance, trust, and capital…
  continue reading
 
In this episode R. Kenner French sits down with global investment expert Daniel Nikic to explore why international investing matters more than ever in an interconnected world. As supply chains, innovation, and capital flow across borders, relying solely on U.S.-based investments can increase risk and limit opportunity. Nikic explains how globalizat…
  continue reading
 
What if the secret to building a thriving business isn't hustling harder—it's letting it grow organically without the pressure of survival mode? Johanna Godinez, founder of BAY Lifestyle (Beyond Asana Yoga), started her wellness journey in 2008 with a Yellow Pages directory and zero online presence. Today, she runs a globally recognized yoga teache…
  continue reading
 
Welcome to the Online Business Launch Podcast This is your library of crowdsourced wisdom for building, launching, and scaling an online business. What Makes This Podcast Different: Every episode is titled with the KEY TAKEAWAY you can expect—not clickbait, not vague promises. Think of it like a reference library where you can jump straight to exac…
  continue reading
 
What if you could create one piece of content that reaches people at every stage of awareness—and keeps working for you for years? Morgane Rose got made let go from her job twice in five months. When a dream job offer landed in her lap, everyone expected her to say yes. Instead, she felt crushing anxiety. Something was telling her: Don't do it. So …
  continue reading
 
Most business owners treat their bookkeeper and tax preparer like two separate entities—and it's costing them thousands. Matt Green, founder of Ledger Medial, didn't start out in accounting. He moved to Nashville to become a musician, studied audio engineering, and played drums in a band. But when he moved back to South Carolina in 2009 with three …
  continue reading
 
Jensen Huang just made ONE phone call and killed the AI startup dream forever. 💀 $22 BILLION spent in 5 days: → NVIDIA bought Groq for $20B → Meta bought Manus for $2B The startup path you were sold? IPO? Becoming the next Google? That's GONE. Welcome to the Kill Zone. Here's the new reality: ✅ Build something great → Get acquired ❌ Build something…
  continue reading
 
Paul Barron and David Kemmerer unpack the seismic shift coming to cryptocurrency taxation with the introduction of the 1099 DA form for the 2025 tax year. As brokers begin reporting crypto transactions on a per-wallet basis, investors face both new compliance challenges and strategic opportunities—from leveraging tax-loss harvesting to offset gains…
  continue reading
 
Bet you didn’t know you could do THAT in Google Sheets. 👀 You mighta slept on this the past few months, but AI functions are live inside of Google Sheets thanks to Gemini. I know what you're saying... AI functions? I can barely spread the sheets! Lolz. That's the beauty of it. With a simple =AI of your keyboard, you can talk to your spreadsheets in…
  continue reading
 
Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte 🚀 Get Your 14-Day Free Trial with CallRail! 👉 Visit: https://www.callrail.com/sbmpod __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insight…
  continue reading
 
In this episode, we sit down with Bobby Klinck, a Harvard Law graduate and former federal prosecutor who walked away from the "dream career" in Big Law to redefine legal protection for entrepreneurs. Bobby shares the dramatic "coffee cup" moment during a Sunday night conference call that pushed him to start his own firm the very next day with no pl…
  continue reading
 
Asset protection isn’t about hiding wealth — it’s about keeping what you’ve spent decades building. In this conversation, R. Kenner French breaks down what asset protection really means and why high-net-worth individuals, especially real estate investors, are prime targets for lawsuits. He explains that without a proper structure, a single legal ac…
  continue reading
 
One of the scariest parts of AI? 😰 Who (or what) gets left out. As a result, LLM outputs are heavily skewed toward the perspectives and content most common in their training data and the people who supervise them. Which is almost always an absolutely terrible thing. So, who gets written out of the AI future? And how do we fix it? Join us to find ou…
  continue reading
 
Artificial intelligence is everywhere — but what tools are Client Accounting Services (CAS) firms actually using in 2026 to transform workflows, improve accuracy, and deliver more value to clients? In this episode, we go beyond the buzz and explore the real AI technologies that are making a measurable impact in modern accounting practices. You’ll l…
  continue reading
 
Time is your #1 commodity, so spend it wisely. ------------------- Change everything with my resources that I custom-made for dads and families: Get my free budget spreadsheet here. Get the fancy budget spreadsheet here at Etsy. Use discount code "PODCAST" to get 50% off. Get my book here, which hit #1 in Budgeting and 18 other categories on Amazon…
  continue reading
 
If your resolution needs its own spreadsheet, it's a part-time job and it's not sustainable. Whether you’re closing out 2025 in sparkles or sweatpants, this mini episode is your permission slip to ditch the shame spiral of unrealistic resolutions. Instead of dramatic overhauls that fizzle by February, I’m sharing a better way: small, sustainable sy…
  continue reading
 
This episode provides a comprehensive summary of all the major geopolitical and financial market events that shaped 2025. From the resurgence of protectionist policies that sent shockwaves through stock exchanges to fragile alliances tested by ongoing conflicts and emerging tech rivalries, 2025 redefined volatility. We'll unpack it month by month, …
  continue reading
 
What do a struggling mom in Georgia and a solar installer named Jim have in common? Their stories can change elections and shape public perception of clean energy. In this final episode of 2025, Aaron Nichols returns to SunCast with a mission: rescue storytelling from corporate cliché and remind us why one emotional story is worth a thousand graphs…
  continue reading
 
In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storyte…
  continue reading
 
In this interview, Kirk sits down with Kevin, a long-time Option Alpha member who began trading in the aftermath of the 2008 financial crisis. Kevin shares how he turned his small beginnings into a consistent, structured approach that scales with his portfolio. Kevin details how he spent years learning before placing his first options trade and how…
  continue reading
 
Try Crowd Health: https://www.joincrowdhealth.com/?referral_code=JK9NBQ Try Upside: Download Upside with my link or use my code FSMM9G to get 30¢ per gallon extra cash back on your first gas fill-up and 20% extra cash back on your first restaurant or grocery purchase! https://upside.app.link/FSMM9G Visit Our Website to Support the Podcast & Family …
  continue reading
 
A $20 billion AI deal while you were away? 🤯 Yes. Even though this week may be considered a 'slower' week in AI news..... ↳ NVIDIA made a splash with a $20 billion pseudo acquisition ↳ Amazon partnered with some big names for its Alexa+ and ↳ Microsoft's Copilot is reportedly struggling so much that its CEO is acting as a product manager. Miss anyt…
  continue reading
 
ModernMillions.ai is more than a book—it’s a behind-the-scenes blueprint for how real entrepreneurs are using artificial intelligence to win today. In this special episode, R. Kenner French pulls back the curtain on the years-long journey of writing his latest book and explains why AI is no longer optional for business owners who want to stay compe…
  continue reading
 
AI is reshaping finance faster than most teams can keep up, and tax compliance is one of the first places it’s making a real impact. In this episode of Beyond Death & Taxes, Matt and Clay explore the rapidly evolving role of AI in finance, featuring insights from Avalara’s popular webinar, Reinventing Tax Compliance: The AI Boom and How to Put It t…
  continue reading
 
Send us a text In this episode, Dr. Latifat Akintade introduces the concept of a Vision Retreat a simple but powerful annual practice she and her husband use to align money goals, family priorities, and long-term wealth without sacrificing their relationship. This isn’t about hustling harder or setting goals in isolation. It’s about intentionally s…
  continue reading
 
Two uncomfortable truths in tech today 👇 1️⃣ Containers are easy — migrating your legacy VMs is NOT Stack Overflow says stop trying to "rewrite everything." → Let Kubernetes coexist with your VMs → Don't kill the systems that pay the bills 2️⃣ AI vs Gen Z — the junior dev crisis → Entry-level hiring down 25% → Managers trusting AI over interns → Ju…
  continue reading
 
Summary In this episode of the Fearless Podcast, host TD interviews Bryson Lipscomb, a military veteran turned farmer who runs Triple Oaks Farm in Virginia. Bryson discusses his journey into farming, motivated by the fragility of the food system exposed during the COVID-19 pandemic. He operates a private membership association (PMA) to sell food di…
  continue reading
 
The crypto tax situation in DeFi is getting even more complicated in 2025. Guest: Mark J. Kohler, CPA, Senior Partner of KKOS Lawyers, Co-Founder of Directed IRA Website ➜ https://markjkohler.com/ Certified Tax Advisor Network ➜ https://bit.ly/TaxAdvisorNetwork Youtube ➜ https://www.youtube.com/c/markjkohler 00:00 Intro 00:35 Crypto holders Are Und…
  continue reading
 
Estate planning isn’t optional—it’s inevitable. In this comprehensive presentation, R. Kenner French makes one thing unmistakably clear: everyone is going to die, but not everyone prepares wisely. Estate planning is about more than documents—it’s about protecting heirs, minimizing taxes, avoiding chaos, and ensuring your life’s work is distributed …
  continue reading
 
New Institutional Economics examines how institutions - such as laws, norms, and organizations - shape economic outcomes by reducing uncertainty and transaction costs. It emphasizes the importance of property rights and governance in development, but faces criticism for being hard to measure and sometimes overlooking issues like inequality.…
  continue reading
 
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning. — Retiring early sounds simple when you only look at the balance sheet… until it doesn’t. In this episode of Real Personal Finance, Scott and Nick walk through why the real q…
  continue reading
 
New Institutional Economics studies how institutions—like laws, norms, and organizations—shape economic outcomes by reducing uncertainty and transaction costs. It highlights the importance of property rights, governance, and historical context in economic development. While influential in policy and development studies, it faces criticism for being…
  continue reading
 
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving as scrutiny rises and market enthusiasm becomes more selective. From hyperscaler spending and data center economics to market concentration and fading euphoria, Wu explains why investors need to rethi…
  continue reading
 
On this episode, we break down everything we think needs to happen to get the crypto market back on track in 2026. ~This episode is sponsored by iTrust Capital~ iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul 00:00 Intro 00:50 Sponsor: iTrust Capital 01:00 Bullish Catalys…
  continue reading
 
Loading …
Copyright 2026 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play