Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
Finance Management Excellence Podcasts
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.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover Excel’s hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK, CPA Australia’s award-winning business magazine. Every podcast episode ...
…
continue reading
Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and “excellence beyond indexing” through the use of closed-end funds (CEFs) & business-development companies (BDCs). It will help listeners plot a new and different course to financial success, via the tactical use of securities that mix active management within listed & non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs & BDCs.
…
continue reading
Welcome to "Construction Trailblazers: Paving The Way to Excellence," where we chat with the sharpest minds in construction. Hosted by industry insiders, this podcast is your go-to for a behind-the-scenes look at how top construction leaders are innovating and streamlining their operations. From operational tips to leadership insights, our engaging and conversational episodes are packed with stories and strategies that matter. Join us as we uncover real-life challenges and triumphs in the co ...
…
continue reading
Welcome to the Mennie Talks Podcast. In this podcast we talk all things business, entrepreneurship, property development, finance and investments. I hope you enjoy!
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
In this podcast, we explore the CFO's office's past, present, and future, examining how technology and AI are transforming finance. Join Edward Roske and referents as they discuss innovative ways to enhance the role, optimize processes, and shape the future of financial leadership. Designed for CFOs and finance leaders, each episode provides actionable insights into leveraging technology to drive growth, improve efficiency, and address challenges. With an engaging tone, the podcast simplifie ...
…
continue reading
Welcome to the FarrCast, hosted by Michael Farr, Chief Market Strategist of Hightower Advisors and President and CEO of Washington DC wealth management firm, Farr, Miller & Washington. Each week Michael will have guests with insights into economics, policy, finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where the markets are going. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are of ...
…
continue reading
Finance Directors and Chief Financial Officers are our speciality we are a London based recruitment service that specialises in Part-Time and Full Time senior financial professionals. Our podcast episodes discuss topics that are of interest to employers and prospective FD's and CFO's alike.
…
continue reading
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
…
continue reading
The DOC Podcast brings you unique educational content taught by Dr. Mike DeLuke, a Board Certified Orthodontist with over 20 years of clinical and academic experience. Dr. DeLuke built his orthodontic practice from scratch in the early 2000s and grew it into a multimillion-dollar enterprise in less than 10 years. He was able to retire from private practice at the age of 46 years old, and now devotes his energy to teaching his colleagues how to succeed both personally and professionally. Dr. ...
…
continue reading
Welcome to Impact Farming, a podcast show dedicated to helping Canadian farmers excel in the business of farming. Our goal at Impact Farming is to introduce our audience, Canadian Farmers, to the people and ideas that are going to make an impact on their farm business. Host Tracy Brunet chats with today’s most successful farm advisors and industry leaders to bring our audience the best and most important ideas. This show is designed to bring Canadian farmers impactful farm business informati ...
…
continue reading
Welcome to the official podcast of The GOG Foundation, Inc.—a nonprofit organization dedicated to advancing excellence in clinical and scientific research for gynecologic cancers. From ovarian and uterine to cervical, vaginal, and vulvar malignancies, our investigators and institutions are at the forefront of innovation, shaping the future of cancer care. Each episode features leading experts, groundbreaking trial insights, and real-world stories that illuminate the evolving landscape of gyn ...
…
continue reading
51
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav
140
815
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
…
continue reading
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
A podcast series where we bring you bite sized thoughts in the hopes they’ll be useful to you on this road we’re all on to do our best and be our best in the realm of financial matters here at UVA.
…
continue reading
Welcome to The Sales Compensation Show with Nabeil Alazzam! A podcast where we dive deep into the world of sales, incentives, and enterprise performance management in some of the most in-depth, data-driven conversations in the industry. Stay up to date on the research, advice and philosophies of leading experts, so you can drive your business forward in any economic environment.
…
continue reading
Unlock the world of Fintech, banking, technology, and business with The Knowledge Stack, your go-to podcast for staying ahead of the curve. Each episode breaks down the most pressing current events and emerging trends, delivering expert insights and actionable knowledge to help you navigate today's rapidly evolving digital economy. From disruptive technologies and innovations in finance to the biggest moves in business, The Knowledge Stack offers a stacked lineup of discussions, interviews, ...
…
continue reading
1
Optimal Work Daily - Career, Productivity and Entrepreneurship
Optimal Living Daily | Dan W.
1291k
Optimal Work Daily, presented by the experienced narrator Dan, is a podcast that focuses on enhancing productivity, creativity, and work-life balance. Dan provides clear and engaging narration of thought-provoking articles from leading experts in the fields of work, career development, productivity, and entrepreneurship. Optimal Work Daily is an ideal resource for professionals, entrepreneurs, and anyone looking to maximize their potential in the workplace. The podcast's diverse range of top ...
…
continue reading
Practitioners, researchers, managers, bankers, auditors, advisors and all round modelling geeks talk financial modelling, corporate finance, project finance, and business management
…
continue reading
Welcome to "Mighty Finsights," the podcast where finance meets formidable insights and spirited storytelling. Hosted by fintech and financial services agency CSTMR, this show delves into the stories that shape the world of finance and fintech, brought to you straight from the minds of those who know it best—the innovators, the disruptors, and the trailblazers. Each episode of "Mighty Finsights" is a journey into the heart of financial innovation and personal achievement. We sit down with fin ...
…
continue reading
🎙️🏠 Welcome to our podcast, where we are dedicated to helping you develop the essential skills and knowledge needed to excel in acquisition management. Whether you are a seasoned professional or just starting out, our goal is to provide you with valuable insights and practical tips that will propel you towards becoming the best you can be in the world of off-market property acquisitions. In each episode, we will take a deep dive into various aspects of acquiring off-market properties. We wil ...
…
continue reading
The SpheraNOW podcast tackles safety, sustainability and productivity issues wherever they may be. We bring in experts from Sphera and from around the globe to address some of the challenges people and companies are dealing with around the world.
…
continue reading
Tune into our IFPA Wrap podcast and gain professional insights by listening to informed discussion with industry experts about current issues in tax, super and the broader financial services industry. Earn self-assessed CPD/CPE points while listening online at your computer or on the go with your mobile device. Ask questions and have your say on issues discussed on the show via social media or email us at [email protected]. Introducing a dynamic new contributor to IFPA's The Wrap Podcast ...
…
continue reading
In 2019, Adrian Daniels had a brainwave to launch a podcast platform to showcase Ghanaian excellence to the world. The internet is already crowded with content from Ghana: YouTube, Social Media pages, etc. However, after hosting 2x Networking Events during Christmas 2018 & 2019 in Accra for the Global African Diaspora, Adrian noticed a lack and desire for networking, whilst meeting many creatives and entrepreneurs from around the globe. In January 2020, The Sound of Accra Podcast was born. P ...
…
continue reading
Developing daily excellence in the 8 critical fundamentals for success. Whether you’re a kid growing up navigating this crazy world or a new parent doing your best to learn and teach those you love most, this is the podcast for you! Learning from many thought leaders on *EQ *Communication*Self Management *Health *Finance *Entrepreneurship *Leadership *Goals Let's connect! FB, IG, Snapchat, Twitter, LinkedIn, YouTube @jordanlanemiller @jlanemiller Learn more @ jordanlanemiller.com Support thi ...
…
continue reading
Varrlyn is a consultancy firm established in 2010 and based in Amsterdam, The Netherlands. At Varrlyn, we are trained to think ahead. With advanced digital tools, we enjoy turning any obstacle into a chance to thrive. It’s all about thinking in terms of opportunities, together. With our four Valuestreams we help you propelling your dreams forward with ambition and excellence. Finance & Risk Asset Management Digital services Dealing room & Sustainability services Get ready to improve your cos ...
…
continue reading
2025 Communicator Award of Excellence in the Educational Series category 2024 + 2025 People's Choice Podcast Awards Finalist Nominee x 2 Named "One of the Best Business Podcasts" by Ramsey In 'How I Built My Small Business,' we explore real-life entrepreneurship and building a meaningful, balanced life. The show’s guests (diverse in industry, experience, and background) open up about the real stories behind building a business: the wins, the mistakes, and the values that shape their choices. ...
…
continue reading
Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
…
continue reading
Build your sales skills and win more business with Killer Media Sales. Find out how to pitch more effectively, close more deals and become a master of your time management. This weekly podcast reveals how you can deliver the best client outcomes, win more business and maximise your sales.
…
continue reading
1
Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges
Melanie Aimer, Adam Grainger, Hamish Taylor
010
Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organizatio ...
…
continue reading
1
Doctor Coach Academy
Doctor Tanzy Kulman -Physician Coach, Neurologist, Female Physician Entrepreneur
118
Doctor Coach Academy Podcast: Hosted by Dr. Tanzy Kulman, this podcast is your go-to resource for health experts (doctors, phsyicians, dentists, chiropracters, optometrists, therapists, nurses, nps, pas) looking to reclaim their careers, balance their lives, and create financial freedom on their own terms. Dr. Kulman brings practical strategies, mindset shifts, and empowering tools designed to help you break free from burnout and achieve true fulfillment in medicine and beyond. Whether you’r ...
…
continue reading
Accessing the Pipeline is a podcast for Black Professionals in Private Equity and Finance brought to you by McGuireWoods. Join us as we welcome special guests offering insights into accessing capital, developing and expanding relationships, opportunities, and driving growth for Black-owned businesses. Tune in to access the possibilities! McGuireWoods is a full-service firm providing legal and public affairs solutions to corporate, individual, and nonprofit clients worldwide for more than 200 ...
…
continue reading
Welcome Heroes! This is the Hero of the Hour podcast, the show dedicated to helping you learn the concepts, techniques, and pathways to build multi-generational wealth and achieve financial freedom. Hosted by Mark B. Murphy, founder, and CEO of Northeast Private Client Group and author of three books on wealth management, including his latest release, The Ultimate Investment. Mark brings you insightful interviews and conversations with executives and industry leaders to investigate what it m ...
…
continue reading
Welcome to "Accountprenuer" - The Journey of Numbers and Entrepreneurship Podcast! Are you ready to embark on an inspiring and transformative journey that merges the realms of accounting and entrepreneurship? Join us as we delve into the captivating world where financial mastery meets the entrepreneurial spirit. Hosted by Bayode Agbi, the visionary CEO of Pillarcraft Accounting, "Accountprenuer" is a podcast designed to empower aspiring accountants and entrepreneurs alike. Through personal a ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Do you love getting amped up about new ways to be successful in your business while enjoying a cup of coffee? Then welcome to the Coffee with Kate: Brewing Business Brilliance for Entrepreneurs podcast, where your favorite cup of coffee meets an abundance of knowledge and inspiration!Whether you're a seasoned entrepreneur or just starting out, this podcast is your go-to resource for unleashing your business potential in the digital age.Hosted by Kate Paine, an expert in personal branding and ...
…
continue reading
1
1852: How to Do Business with Different Personality Types by Lisa H with Dig To Fly on Building Stronger Connections in Business
6:46
6:46
Play later
Play later
Lists
Like
Liked
6:46
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1852: Lisa H shares practical insights into how recognizing and adapting to different personality types can elevate your communication and business success. By tuning into others’ natural pre…
…
continue reading
1
1851: The Dangers of Searching for Meaningful Work: A Letter to Employers and Employees by Dr. Benjamin Ritter
5:55
5:55
Play later
Play later
Lists
Like
Liked
5:55
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1851: Dr. Benjamin Ritter challenges the modern obsession with “meaningful work,” revealing how the search for fulfillment from employers often leads to disengagement and turnover. He argues …
…
continue reading
1
Is a Securities-Based Line of Credit (SBLOC) Right for You?
45:09
45:09
Play later
Play later
Lists
Like
Liked
45:09
We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for your liquidity needs. Today's Stocks & Topics: Booz Allen Hamilton Holding Corporation (BAH), Market Wrap, KPP Newsletter, The Concept to Staying in the Market, Is a Securities-Based Line of Credit (S…
…
continue reading
1
1113-Friday Q&A: Lower Tax Bill For This Year, Why Do Family Planning Before Financial Planning
1:21:09
1:21:09
Play later
Play later
Lists
Like
Liked
1:21:09
On today's live Q&A we discuss: 1:00 I made a bunch more money this year; how do I lower my tax bill? 28:07 Why should I do family planning before I do financial planning? If you'd like to join me on next week's Q&A show, join here: https://patreon.com/radicalpersonalfinance Enjoy! Joshua
…
continue reading
The FarrCast is back with a full slate of guests. Jim Lebenthal tells Michael Farr that cracks may be forming in the bull market, but opportunities still abound. Dan Mahaffee takes us on a trip around the horn from the closed halls of Congress to Bibi sitting in Israel to the (now demolished) East Wing of The White House. And Michael welcomes speci…
…
continue reading
1
2025 Farm Management Canada AgExcellence Event w/ Nick Oakley
44:28
44:28
Play later
Play later
Lists
Like
Liked
44:28
Tracy welcomes listeners to this week’s episode of The Impact Farming Show, diving into one of Canada’s premier agricultural events – the 2025 AgExcellence Event! This week, Tracy sits down with Nick Oakley from Farm Management Canada to discuss the upcoming AgEx conference, its mission, and what attendees can expect from the exciting agenda. Episo…
…
continue reading
1
Year-end action - not bubble worries - will drive year-end CEF discounts
12:53
12:53
Play later
Play later
Lists
Like
Liked
12:53
Discount-capture investor Rob Shaker, Portfolio Manager at Shaker Financial Services, says that he's "not seeing anything in the closed-end fund space that would point to any type of bubble conditions." He sees generic, slow widening of discounts happening now, mostly due to a mix of year-end tax-loss moves starting now and some fund-specific actio…
…
continue reading
Allie and Logan talk about saving for retirement when you do not have access to an employer plan (like a 401(k)). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
1850: What to Do When Employees Don't Meet Expectations AND 5 Reasons Why We Need to Develop Leaders by Amber Waugaman
7:25
7:25
Play later
Play later
Lists
Like
Liked
7:25
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1850: Amber Waugaman emphasizes the importance of proactive, compassionate leadership, addressing performance issues promptly while assuming positive intent, setting clear expectations, and m…
…
continue reading
1
Decoding the Market: 4 Strategies to Anticipate Stock Trends
43:35
43:35
Play later
Play later
Lists
Like
Liked
43:35
We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to make more informed predictions about where the stock market may be headed. Today's Stocks & Topics: 529 Plan, Market Wrap, Penske Automotive Group, Inc. (PAG), Micron Technology, Inc. (MU), “Decoding …
…
continue reading
1
Corporate Finance Explained | The Power of Financial Ratios
16:26
16:26
Play later
Play later
Lists
Like
Liked
16:26
Financial ratios are the essential shorthand analysts use to distill massive financial statements into actionable insights. In this episode of Corporate Finance Explained on FinPod, we go beyond academic definitions to explore how ratios reveal a company's true story, measuring performance, efficiency, and existential risk. We examine four pillars …
…
continue reading
1
Becoming the 'Procore' for Subcontractors: How Jengai Is Rebuilding Preconstruction Tech with Shayne Paterson
36:01
36:01
Play later
Play later
Lists
Like
Liked
36:01
Welcome to Construction Trailblazers! In this episode, host Samantha C Prestidge sits down with Shayne Patterson, the co-founder of Jengai, to explore the transformative power of technology in the construction industry. Shayne shares his fascinating journey from investment banking to creating innovative solutions for subcontractors. Discover how Je…
…
continue reading
1
Redefining Interceptive Orthodontic Treatment (w/Dr. Becca Bockow) [Ep.127]
1:09:46
1:09:46
Play later
Play later
Lists
Like
Liked
1:09:46
In this episode, I have the pleasure of interviewing the amazing Dr. Rebecca Bockow – a duly trained orthodontist and periodontist. We discuss: How Becca’s background in restorative dentistry and periodontics helped her understand the critically important role that interceptive orthodontic treatment can play in redirecting growth and reducing the s…
…
continue reading
1
1849: Why Do Ideas Spread? 5 Factors That Make a Difference by David Burkus with Goins Writer on Sharing Ideas that Inspire and Connect
6:42
6:42
Play later
Play later
Lists
Like
Liked
6:42
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1849: David Burkus explains that even the most brilliant ideas fail to spread without the right conditions. Drawing from Everett Rogers’ Diffusion of Innovation, he highlights five key factors,…
…
continue reading
1
274. How Nestlé’s CFO sharpens focus across a global portfolio
36:53
36:53
Play later
Play later
Lists
Like
Liked
36:53
The CFO’s challenge has long been one of translating data into a story that the CEO and their management team can use to set strategy and make other decisions. As generative AI advances, the way that CFOs fulfil this role is changing, as guest and Nestlé CFO Anna Manz describes in this episode. Michael Birshan, a senior partner who leads our firm i…
…
continue reading
Interestingly, gold and Bitcoin (BTC-USD) have decoupled, with gold actually outperforming Bitcoin. So, how should investors think about their asset allocation moving forward? Today's Stocks & Topics: Vistagen Therapeutics, Inc. (VTGN), iShares MSCI Brazil ETF (EWZ), Market Wrap, What's Behind the Incredible Gold rally?, Cash Management, Tencent Ho…
…
continue reading
1
Want to Make Fair & Equal Happen in Your Farm Transition? This May Be the Solution… | Darin Nooren
1:11:59
1:11:59
Play later
Play later
Lists
Like
Liked
1:11:59
In this week’s episode, Tracy speaks with Darin Nooren about one of the most challenging and emotional topics facing farm families — how to achieve fair and equal in farm transition planning. Darin shares his expertise on strategies to balance the needs of farming and non-farming children. Darin explains how life insurance is one solution that can …
…
continue reading
1
How to Master Marketing Strategy & KPIs for Off-Market Property Acquisitions in Q4 2025?
18:06
18:06
Play later
Play later
Lists
Like
Liked
18:06
Looking for the inside scoop on what separates successful real estate investors from those who struggle? This episode of the REI Freedom Podcast is a game-changer! Jeremy pulls back the curtain on an exclusive live coaching session where he tackles the biggest challenge facing investors right now distinguishing between market problems and marketing…
…
continue reading
Allie and Logan share a listener’s story about changing their financial trajectory. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
1848: Release the Pressure to Unleash Your Creativity by Jay Harrington of Life and Whim on Letting Go to Find Creative Flow
8:39
8:39
Play later
Play later
Lists
Like
Liked
8:39
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1848: Jay Harrington reflects on how chasing success in his creative business led to burnout, and how stepping back to redefine success rekindled his inspiration. By easing financial and emotio…
…
continue reading
1
When and How to Change Financial Advisors
44:47
44:47
Play later
Play later
Lists
Like
Liked
44:47
I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition to a new wealth management professional. Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wra…
…
continue reading
1
1112-Building Joshua's Great House, Step by Step: Interview with Gregory Treat
1:14:56
1:14:56
Play later
Play later
Lists
Like
Liked
1:14:56
On today's show, listen in as attorney Gregory Treat coaches Joshua in the building blocks of a Great House. Greg Treat's website: https://avaloncircle.com
…
continue reading
1
Corporate Finance Explained | Hedge Funds in Corporate Finance: Myths, Realities, and Case Studies
16:11
16:11
Play later
Play later
Lists
Like
Liked
16:11
If you're in corporate finance, you need to understand the true influence of Hedge Funds. They are not just market speculators; they are powerful, concentrated stakeholders whose specific demands can change a company's financial destiny overnight, forcing massive share buybacks, debt reduction, or strategic divestitures. In this episode of Corporat…
…
continue reading
1
FBI-grade influence for compensation leaders: how to reduce friction & win buy-in
36:40
36:40
Play later
Play later
Lists
Like
Liked
36:40
Every meaningful comp change (think plan redesigns, quota models, and SPIFFs) lives or dies on buy-in. And all the best sales compensation leaders are agents of change. In this episode of The Sales Compensation Show, our host, Forma.ai CEO Nabeil Alazzam sits down with Dr. Jack Schafer, former FBI Special Agent and author of The Like Switch, to tra…
…
continue reading
1
Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes
1:29:59
1:29:59
Play later
Play later
Lists
Like
Liked
1:29:59
While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—and can benefit from a more integrated experience across legal, tax, and financial domains. For these firms, creating efficient operational systems is …
…
continue reading
1
1847: Why Responding to Distractions Does Not Make You Valuable by Carl Pullein on Productivity, Focus, and True Value at Work
6:20
6:20
Play later
Play later
Lists
Like
Liked
6:20
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1847: Carl Pullein reminds us that constant responsiveness does not define our worth, what truly matters is the quality of what we create. By embracing time blocking and carving out distraction…
…
continue reading
1
How Asset Tokenization is Revolutionizing Global Finance
44:11
44:11
Play later
Play later
Lists
Like
Liked
44:11
We will explain how leveraging blockchain to digitize and fractionalize assets is poised to make investing cheaper, faster, more transparent, and radically accessible to everyone. Today's Stocks & Topics: Pool Corporation (POOL), Silver, Murphy USA Inc. (MUSA), AT&T Inc. (T), Market Wrap, How Asset Tokenization is Revolutionizing Global Finance, Il…
…
continue reading
The markets are looking toppy -- time to panic? No! It's time to listen to The FarrCast. This week, Michael Farr talks with Kenny Polcari on the markets, Dan Mahaffee on the government shutdown, and special guest Jack Bouroudjian, who talks about risk management, and why he's not worried.Bringing you insight into Wall Street, Washington, and The Wo…
…
continue reading
1
Season 4 Episode #4 ARSENAL OR MAN CITY LEGEND? - Bacary Sagna on the past, present and future
52:58
52:58
Play later
Play later
Lists
Like
Liked
52:58
From Premier League glory to life beyond football — Arsenal and Manchester City legend Bacary Sagna joins Mennie Talks for an exclusive conversation about his incredible journey on and off the pitch. In this episode, Bacary reflects on his iconic footballing career, sharing stories from his time at Arsenal and Manchester City, the defining moments …
…
continue reading
Allie and Logan talk about the components of a credit score and how to increase yours. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
1846: How to Accurately Estimate Costs of Starting a Business by Kalen Bruce of Money Mini Blog on Managing Start-Up Costs with Confidence
6:18
6:18
Play later
Play later
Lists
Like
Liked
6:18
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1846: Kalen Bruce breaks down the complex process of estimating startup costs into a practical, strategic approach for new entrepreneurs. By categorizing expenses, leveraging online tools, and …
…
continue reading
