The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Finance Officer Podcasts
James Hickman is a West Point graduate and former intelligence officer who has had an extensive business and investment career spanning more than 25 years. James has traveled to 120+ countries on all 7 continents, and he has started, invested in, and acquired businesses all over the world, in sectors ranging from technology to agriculture to banking. Since he originally began writing under the pen name “Simon Black” back in 2007, James has accurately predicted many of the major trends and ev ...
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What's News brings you the biggest news of the day, from business and finance to global and political developments that move markets. Get caught up in minutes twice a day on weekdays, then take a step back with our What’s News in Markets wrap-up on Saturday and our What’s News Sunday deep dive.
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Drawing upon his experience as a former chief of staff on the Senate Finance Committee and as an Emmy-winning executive producer and writer of ‘The West Wing,’ Lawrence O’Donnell examines the compelling and impactful political stories of the day. Join him every weeknight.
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A podcast that interviews leaders from insuretech and insurance to get up-to-date ideas and perspectives on how technology is disrupting and transforming the industry. We bring stories, trends, and useful insights to our audience from carriers, insuretechs, service providers, and various industry groups. New episodes feature people who are on the forefront of inventing, using, developing, or transforming the insurance world through applied technology. FNO: InsureTech is created and produced ...
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Lagniappe is a weekly podcast from Stokes Family Office. Join Doug and Greg each week for an entertaining look at current news, personal finance, brotherly banter, and whatever else is on our minds!
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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.
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanc ...
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Leadership development can lead to greater promotion potential. This podcast is hosted by Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Business Consultant in Corporate Finance and Accounting. Topics will be dedicated to leadership and strategic mindset development for Finance and Accounting professionals, where we will focus on the four key Finance Leader responsibilities: 1) influence, 2) developing our team, 3) achieving result ...
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Fraud Talk is the monthly podcast of the Association of Certified Fraud Examiners (ACFE). In these sessions, we break down case studies, talk with the anti-fraud industry’s leading experts, and give you more tools to spot, fight and prevent fraud.
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On Money Meets Medicine, Dr. Jimmy Turner discusses all things career and finance for physicians. With expert guest discussions, Jimmy tackles the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. To get help with free educational content or obtaining own-occupation disability insurance from a source you know you can ...
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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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Deep conversations with underrated lawyers.
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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
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Podcasts on relevant real estate topics for family offices from family office experts and real estate industry leaders
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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.
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The Dion Guagliardo Podcast is a show that brings on Australian business people, leaders and innovators from a variety of industries to discuss entrepreneurship, work ethic and how they achieved success
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An award winning daily podcast, John Lee Dumas interviews the most successful and inspiring Entrepreneurs 7-days a week to bring you the top business strategies. Entrepreneurs On Fire has over 175 million listens and 4500+ episodes. JLD has turned Entrepreneurs On Fire into a media empire that has generated over 7-figures of NET annual revenue 12-years running. For all the resources, visit EOFire.com.
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Sustainability Wired plugs into the thinking that moves sustainable finance. Hosted by Lorenzo Saa, Chief Sustainability Officer at Clarity AI, each episode features candid conversations with leading investors, innovators, and sustainability experts about the real-world challenges shaping sustainable investing today. From the role of AI in investment decision-making to the future of regulation, we explore the ideas, tools, and trends that matter. Follow for fresh insights at the intersection ...
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In this podcast series from the Institute of Chartered Accountants in England and Wales (ICAEW), a panel of guests dissect the latest headlines and provide expert analysis on the top stories from across the world of business, finance and accountancy
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Welcome to Investing With IBD, a weekly podcast for investors who want to sharpen their trading skills, learn how to make more money and take control over their investment success. From insights into stock market trends, timeless investing tips and fundamental and technical analysis of top stocks using stock charts, this is where you’ll find the expert guidance you need to maximize your gains and minimize your losses. New episode every Thursday.
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Being a finance leader is no longer just about controlling costs. 2025’s CFOs are trusted business leaders and innovators that drive growth throughout the organisation. Hosted by technology reporter, presenter and consumer champion, David McClelland, The CFO Playbook features interviews with world-class CFOs, finance leaders and founders from some of the fastest growing companies. The CFO Playbook is brought to you by Soldo.
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“Slices” on the people and organizations in finance via news, thoughts, podcasts, spotlights and more!
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The high vibration podcast you know you need is here. Spend your "hour of power" with hosts Jayne Allen and Nikki T and what it looks like as a black woman to unplug, recharge, choose joy, and spend your hard earned free time living your best life ever. Focused on health, happiness, and healing, these two friends offer straightforward and often hilarious commentary about all things we do when we're not doing "that" anymore. So, get into this show and say it with us: "Get some one else to do ...
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What's Going On In Banking brings you the latest in Banking, Finance, and Fintech with insights and commentary from industry leaders, and breaking news as it happens. Host Ron Shevlin is the Chief Research Officer for Cornerstone Advisors, Forbes Contributor, and author of the "What's Going On In Banking" Annual Report.
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The CFO Bookshelf weekly podcast is geared toward global financial leaders who are serious about lifelong learning and reading widely. The show's 200-plus podcast catalog features well-known authors who are experts in finance, pricing, marketing, sales, operations, organizational health, and leadership. Episodes are released weekly, and the host responds to every message he gets about the shows on LinkedIn.
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Your daily ten minute finance and business news wrap with SBS Finance Editor Ricardo Gonçalves.
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Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
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Join Travis Maus, Chief Executive Officer and Senior Wealth Manager, on this award-winning podcast as he shares his professional knowledge and experience gained from building S.E.E.D. Planning Group LLC, a fee-only Wealth Management firm. Learn from people who make being a fiduciary their business, to get more from your money and life.
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An insider’s guide to the laws dictating life within UK and EU financial services, the people influencing their development and policing finance workers’ compliance
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Global business news, with live guests and contributions from Asia and the USA.
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I'm Aaron Henriques, a British expat, business investor and entrepreneur who buys simple businesses. I own multiple businesses in the UK and Dubai and am a former police officer. Ready to transform your financial journey and build wealth? You're in the right place! Subscribe for expert Dubai expat tips and join our Opportunity Awaits podcast community. Here, I share my own real-world, no-nonsense, ad-free insights to empower you to seize lucrative opportunities in business and investing. Be ...
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Sustainability is a rapidly evolving field, driven by billions of dollars in global investment. Join hosts Michael Torrance, Jonathan Hackett and others in this podcast series, as we introduce you to the innovative minds and diverse perspectives that are pushing the boundaries in sustainability good practice. With topics ranging from climate change to sustainable finance and green bonds to human rights and responsible investing, we explore the world of corporate sustainability through interv ...
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This show makes the boring FUN! Imagine if Joe Rogan and Dave Ramsey had a baby. That’s this show! These guys teach the sh*t they don’t teach in school. Their goal is to simplify topics that range from personal finance, purchasing real estate & obtaining home loans to being a successful mortgage originator, running a business and finding success as a sales professional. The mission is simple; to invite you into the room where it happens. They strive to teach you how to create opportunities e ...
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We help founders make something people want.
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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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Secrets and Spies sits at the intersection of intelligence, covert action, real-world espionage, and broader geopolitics in a way that is digestible but serious. Hosted by filmmaker Chris Carr and writer Matt Fulton, each episode unpacks global events through the lens of intelligence and geopolitics, featuring expert insights from former spies, authors, and analysts. Tune in for balanced, critical perspectives that will expand your understanding of our uncertain world, deciphering the most e ...
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Dental Office Rescue is your go-to resource for transforming your dental practice into a thriving, patient-centric business. Hosted by Linda Kane, Amazon Best-Selling author of Dental Office Rescue and founder of Zeroed-In Dental Solutions, this show is your roadmap to a more profitable, stress-free practice. Every other Wednesday, Linda sits down with leading dental pros and practice growth strategists to share expert advice, smart tactics, battle-tested solutions, and practical tips design ...
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Welcome to Let’s Talk Tri Delta! Topics covered on this podcast will be relevant to the Tri Delta experience, both collegiate and alumnae, with hosts and guests who are members, friends and industry experts. We will take a deep dive into some of the most powerful stories from our award-winning magazine, The Trident, and we will get up close and personal with some of our brave, bold and kind members.
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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.
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PropCast is a property podcast produced by Lauder Teacher. PropCast covers issues across the whole of the real estate market; from finance and funding through to development and construction.
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A podcast from the Rhodes Center for International Finance and Economics at the Watson Institute at Brown University. Hosted by political economist and director of the Rhodes Center, Mark Blyth.
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Raise your Income, investments, and life to the next level! Do you want to live life on your own terms? Financially independent people have assets that generate income greater than their expenses. We explore ways how people have increased their income and net worth to achieve financial independence (and how you can too).
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In this episode of The Art of Dental Finance and Management, Art Wiederman, CPA, sits down with Mike Pennisi, owner and founder of the Rinnovo Group. Mike shares his knowledge of what dentists should know when designing and building a dental office. With over 18 years of experience and over 250 offices built, Mike shares valuable insights for pract…
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Episode 33 - The Radical Joy of Managing Your Finances to Buy Your Next Job
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In this week's Episode 33 of We Are Out of Office, your co-hosts Nikki T and Jayne Allen keep the group chat virtual and delusional as usual, catching you up, bringing food for thought and food for your soul, all with a healthy double dose of laughs. And this time, the food for thought includes some new ideas for your career, including buying your …
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Ep. 134 - Real Estate Finance Strategy, Reporting, and Risk for Family Offices
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Guest: Cory Bultinck – Partner, Wipfli LLP In this episode of the Family Office Real Estate Institute Podcast, DJ Van Keuren speaks with Cory Bultinck, Partner at Wipfli LLP, about the vital role that accounting, reporting, and financial structure play in real estate investing for family offices. Cory shares insights gained from decades of working …
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From Zero to HERO - How a First Time Entrepreneur Sold Everything to Transform an Industry with John Day: An EOFire Classic from 2022
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. John Day quit his job and sold everything to launch AV HERO in March 2020. AV HERO is now the largest n…
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Does Nucor's Ken Iverson Belong on the Mount Rushmore of CEOs?
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I'm calling Ken Iverson the Alan Mulally of CEOs in the 1980s and 1990s. "Plain Talk" by Ken Iverson is one of my favorite business books, despite its lack of self-congratulation and the absence of so-called transformational management concepts. Instead, this is a book about how people were treated, the concept of decentralization, bonus structures…
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In this episode of What’s Going On in Banking, Ron Shevlin and Stacy Bryant unpack the latest moves from Revolut, Chime, and Nubank. Revolut tries its hand at signing up NYC commuters in subway stations, while Chime partners with Workday to reach employees — and even taps into music influencers to grow its brand. Meanwhile, Nubank continues its exp…
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Growing Your Business with Podcasting... Without Having a Podcast with Ray Blakney: An EOFire Classic from 2022
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Ray Blakney is a serial entrepreneur who has bootstrapped multiple 6 and 7-figure businesses ranging fr…
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S9 Ep66: How a Murder in Coal Country Toppled an American Dictator with Nicolo Majnoni
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In this episode, Matt speaks with Nicolo Majnoni, creator of The Shadow Kingdom podcast, about his new season investigating the murder of union reformer Jock Yablonski and the battle to reclaim America’s most powerful coal union from corruption and violence. They explore how union boss Tony Boyle turned the United Mine Workers into a personal fiefd…
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Federal appeals court: Most Trump tariffs are illegal
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Tonight on The Last Word: A federal appeals court deals a huge blow to Donald Trump on tariffs. Also, Trump is blasted for his “illegal” tactic to cut foreign aid. Plus, Trump special envoy Steve Witkoff refuses to blame Russia as the aggressor against Ukraine. And Iowa GOP Sen. Joni Ernst won’t seek reelection in 2026. Laurence Tribe, Rep. Lloyd D…
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Trump tariffs ruled illegal by US appeals court
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They’ve been a key pillar of President Trump’s second term, but now a US appeals court has ruled that most of his sweeping trade tariffs are illegal. Trump says their removal would be a ‘disaster,’ but the final decision will rest with the Supreme Court. So what next for Trump’s signature policy? Our correspondent in the US explains more. Meanwhile…
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Why Bosses Have Had It With Office Activists
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P.M. Edition for Aug. 29. This week, Microsoft became the latest company to crack down on political dissent among its employees. We hear from WSJ reporter Lindsay Ellis on why corporate leaders are adopting a new, harder-line playbook for dealing with political debate at work. Plus, the Trump administration said it’s using an untested strategy to r…
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What Quarter of the Market Game Are We In?
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Football is back! With that in mind, we’re going with a gridiron theme this week as we pull out our crystal ball and dig into what quarter of the bull vs bear game we’re in. We also explore the implications of the Fed shakeups on the economy, particularly regarding interest rates and housing, and look at the economic significance of population grow…
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Lessons from a Third-Generation Mortgage Banker | Ep. 571
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D.O. sits down with Kate deKay, CEO of Eustis Mortgage, for an inspiring and insightful conversation. Kate—who bought the company originally founded by her grandfather—shares her journey from summer receptionist to processor, loan originator, manager, and ultimately CEO. She candidly discusses the realities of being a female leader in a male-domina…
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042: Judge Vince Chhabria on case management as justice, his unexpected path to the bench from a city attorney's office, and why choosing fulfilling work is the best career path
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Judge Vince Chhabria is a district court judge in the Northern District of California. When I shared with previous podcast guests I was interviewing Judge Chhabria, the excitement was palpable - these experienced litigators think of Judge Chhabria as "insightful", "focused", and "sharp", and this is a rare opportunity to learn how an influential ju…
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GPT-OSS vs. Qwen vs. Deepseek: Comparing Open Source LLM Architectures
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OpenAI recently released its first open-weights model since GPT-2, entering a field led by DeepSeek and Alibaba's Qwen.YC's Ankit Gupta breaks down everything you need to know about these top OSS models, including what sets them apart under the hood. He’ll compare their approaches to mixture-of-experts, long-context training, and post-training tech…
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Alibaba Develops a New AI Chip to Fill Nvidia Void
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A.M. Edition for Aug 29. Alibaba’s new chip will be made in China and seeks to offer an alternative to Nvidia’s H20, as local companies work to build up an arsenal of homegrown technology. Plus, President Trump’s trade policy, as well as higher commodity costs, are starting to trickle down to Americans’ wallets, with a number of major U.S. firms sa…
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How To Delete Anything From Your Consumer Report with Daraine Delevante: An EOFire Classic from 2022
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From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Daraine Delevante got into credit repair because he saw that there was a need for consumer education an…
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How Australia Post Offices are changing & Virgin's first profit result since re-listing
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SBS Finance Editor Ricardo Goncalves speaks with Australia Post CEO Paul Graham following the company's profit result to find out what the future holds for the service amid structural change which is seeing consumers continue to send fewer letters but greater numbers of parcels, plus Dianne Colledge from Morgans wraps up what has been a very busy r…
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Retirement Savings In Private Investments...Debate 8/29/25
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Your 60-second money minute. Today’s topic: Retirement Savings In Private Investments...DebateBy CNBC
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Trump & RFK Jr. throw CDC into complete chaos
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Tonight on The Last Word: Sen. Angela Alsobrooks calls on RFK Jr. to resign. Also, former CDC Director Susan Monarez is fired after refusing to sign off on vaccine changes. Plus, Federal Reserve Gov. Lisa Cook sues Donald Trump over his effort to fire her. And a whistleblower complaint alleges DOGE copied Social Security data to an unsecured server…
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The USA gets set to charge millions of parcels
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Friday sees the US Customs and Border Protection agency scrap tariff exemptions, known as de minimis, for millions of small international postal items arriving from abroad that are valued below US$800. Roger Hearing is joined by Sinead Mangan in Perth and Tony Nash in Houston to discuss the White House's claims that ending the loophole will curb th…
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Ep. 335 IPO Playbook: Here’s How To Find The Next Big Winner Early
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Looking forward to new IPO debuts? Kathy Donnelly, investing coach and co-author of “The Lifecycle Trade,” joins Investor’s Business Daily’s “Investing with IBD” podcast to take a look at how to handle promising IPO stocks. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Investor's Business Daily
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Changing super sitch up, selling DHHF, planning for divorce and more - Q&A
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From Elon-level ETF worries to whether you should stick with one provider, we tackle the big investor ‘what ifs’. Plus: should high schools be teaching investing, how to prepare financially for separation, and what really happens to your FHSSS if you change super funds. We cover it all this week! In this episode of the Australian Finance Podcast, O…
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How Chinese Money Launderers Are Moving Billions Through U.S. Banks
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P.M. Edition for Aug. 28. The Treasury Department has put out a report about a Chinese money laundering network that has moved billions of dollars through U.S. banks, and how that money is being used to support criminals like Mexican drug cartels. WSJ reporter Dylan Tokar joins to discuss how the network functions, and what the Trump administration…
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Mark Koziel Q&A: Talent, sense of community, profession opportunities
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“We’re not short on things to do.” Those are the words of Mark Koziel, CPA, CGMA, CEO of the Association of International Certified Professional Accountants and president and CEO of the AICPA. He’s been in that role since the start of the year and travelled all over the world hearing from members. Summer’s end seemed like a good time for a progress…
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Nvidia’s Outlook Comes Under the Microscope
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A.M. Edition for Aug 28. Nvidia posts another record quarter, but Journal Heard on the Street columnist Dan Gallagher says its $4 trillion-plus valuation sets an awfully high bar that even strong numbers don’t always meet. Plus, The White House says it has fired the director of the Centers for Disease Control, following clashes with Robert F. Kenne…
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Full Steam Ahead: Driving Change in Finance with Funto Agbeniga
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Download our checklist, 6 practices of a fulfilling Finance career Enter the competition today: www.soldo.com/competition What does it take to keep a finance function firmly on track in one of the UK’s most asset-heavy industries? In this episode of The CFO Playbook, David McClelland is joined by Funto Agbeniga, Head of Finance at GB Railfreight, t…
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Triple Your Traffic with YouTube Organically with Elizabeth Germain
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Elizabeth Germain, founder of Vidfluence, is one of the world’s top YouTube and online video marketing experts. Liz has helped hundreds of entrepreneurs and influencers grow and monetize their YouTube channels with profitable organic growth strategies that have produced multi-millions in sales online. Her agency, Vidfluence, has generated 850 milli…
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CEO Series: Wesfarmers Rob Scott calls for action on Victorian retail crime
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SBS Finance Editor Ricardo Gonçalves speaks with Wesfarmers CEO Rob Scott about the company's $2.9bn profit, bonus shareholder returns and the economic environment, plus a look at the day on the sharemarket including Qantas' second best profit result ever, with Angus Geddes from Fat Prophets.
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Your 60-second money minute. Today’s topic: Social Security UpdateBy CNBC
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Top Senate Democrat: Trump’s HHS Secy. RFK Jr. ‘must be fired immediately'
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Tonight on The Last Word: RFK Jr.’s anti-science policy triggers CDC resignations. Also, two children are dead and 17 people are injured in a mass shooting at a Minneapolis Catholic school. Plus, a Trump-appointed federal judge excoriates the Trump Justice Department in a scathing new ruling. And an Iowa Democrat flips a long-held GOP state Senate …
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Californian computer chipmaker Nvidia has reported record revenue figures of almost US$47bn for the second quarter of this year, surpassing all market expectations after being boosted by big tech firms eager to expand their artificial intelligence (AI) capabilities. The Santa Clara-based business claims its likely grow to $54bn, but its positioning…
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Trump’s Move to Fire Fed Governor Sets Up New Legal Test of Presidential Power
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P.M. Edition for Aug. 27. Federal Reserve governor Lisa Cook has vowed to fight President Trump’s effort to remove her from her post—a legal challenge likely to end up in front of the Supreme Court. WSJ Supreme Court correspondent Jess Bravin talks about the legal precedents for the president’s moves, and how such a case might be decided. Plus, we …
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AI + Dental Wisdom: Smarter Systems and Stronger Teams with Laura Nelson
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Want to build a more efficient, future-ready dental office—without losing the human touch? It starts with the powerful combination of technology, business, and dental wisdom. In this episode, Linda Kane sits down with Laura Nelson to talk about how to lead your team through change, simplify training, and get real about what works in the front offic…
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What Trump’s India Tariffs Mean for Global Trade
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A.M. Edition for Aug 27. As steep duties on a range of Indian products come into effect, the WSJ’s Tripti Lahiri discusses which sectors will be hit hardest, and how the levies could have ripple effects for other economies. Plus, President Trump weighs quickly announcing a nominee to replace Federal Reserve governor Lisa Cook. And WSJ columnist Jin…
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From Naval Officer to Skincare Founder: Building From Scratch with Zero Industry Experience with Sean Finney
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Sean Finney is a Navy vet, Naval Academy and UT MBA grad, and former Tesla leader, now building Tano Skincare - a clean brand rooted in science, storytelling, and banana sap. Top 3 Value Bombs 1. Expertise is overrated. Not knowing the 'right' way can lead to more innovation and better outcomes. 2. Being an outsider is a superpower, it gives you th…
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CEO Series: Flight Centre's Graham Turner on airfares, AI and flights to the US
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SBS Finance Editor Ricardo Gonçalves speaks with Flight Centre CEO Graham Turner following the group's results announcement to find out more about the operating environment, airfares and consumer trends, plus Michael Wayne from Medallion Financial Group goes through the day's sharemarket action including a look at the surprise rise in inflation.…
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146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
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Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ alone often isn’t enough. You have to combine IQ and EQ (Emotional Intelligence). Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every clien…
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