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 Professionals Podcasts
Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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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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This is the official podcast feed of the Society of Actuaries
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THE CARDONE ZONE is the one place to find everything Grant Cardone: Real Estate Investing Made Simple, Power Player interviews with superstar entrepreneurs, authors, experts, coaches, and business leaders; The G&E Show - the business of Marriage and How to Build an Empire; Digital Marketing tips; Young Hustlers for Sales Professionals; and much, much more!
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Black Men Sunday offers professional techniques for building generational wealth and general finance tips aided by weekly guest speakers who are professionals in finance. The show is based on a live audience comprised of African American professionals learning new financial techniques.
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The Home & Finance Australia Podcast is your one-stop-shop on the ins and outs of buying and investing in property across Australia. Join property lawyer and heritage expert, Theodora Gianniotis, as she meets with the industry's leading professionals for advice and insights on everything 'Home & Finance'.
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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.
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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
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The podcast for finance professionals tasked with taking their businesses to new heights.
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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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.
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Learn from “Edge” managers and analysts that are just plain ole good stock pickers. These are the very smart, but unsung professionals who successfully call them day after day. The proof is in the pudding; we maintain critical performance scoreboards for each trade idea.
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Discover the path to success in the golf industry with the GBN University podcast. Hosted by Col. Spencer Clouatre, PhD, this educational series delves into leadership, finance, merchandising, and more. Join us on the journey to greatness. Subscribe now for expert insights and strategies. To learn more about GBN go to golfbusinessnetwork.com
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
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CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
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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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Sharing inspiring financial stories from everyday normal people. From financial industry professionals, hobby money bloggers to 80-year-old retirees, there are so many exciting financial stories for you to uncover. Tune in every other Wednesday to The Art Of Money & Communication podcast, where we focus on achieving financial independence and self development.
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The weekly AmiSights Podcast will feature dynamic interviews with entrepreneurs, thought leaders, various industry CEOs, industry professionals, public speakers, and more about their unique insights, practices, and valuable life experiences. Join Ami Kassar, CEO of MultiFunding, and his humor on the show that can help you grow and transform your business.
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At the Future CFO podcast, we are dedicated to empowering aspiring CFOs, finance professionals, and students with the knowledge and skills they need to excel in their careers. Each episode is designed to provide practical insights, expert advice, and actionable tips that you can apply immediately in your professional life. Join us as we explore the dynamic world of finance and accounting and discover how you can turn your aspirations into reality. Subscribe to the Future CFO podcast on your ...
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Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
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Financial Freedom and Peace of Mind. For all of us. A podcast by The Frugal Physician for healthcare professionals looking to get their financial house in order and design their ideal lives.
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The 5-Minute PRIME podcast from REIPrime.com helps busy professionals master personal finance and real estate investing with quick, actionable tips. Keep learning, stay strategic, and keep building - one smart move at a time!
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#CareerConvos™️ with Nikki is a top-rated podcast hosted by Nikki Winston, CPA. Centered on lived-in career advice, the show speaks to accountants, CPA candidates, and finance professionals navigating the realities of Corporate America. With a focus on career development for Black professionals, each episode dives into workplace dynamics, personal branding, leadership, job search strategy, and includes a dedicated CPA exam prep series.
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Two fantastic female finance professionals talking about their learnings in an easy and digestible way to reach out to women globally and especially in the Middle East. Our focus will be to share information on financial literacy and ideas to become financially free.
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The R3 Podcast provides insight into the key issues affecting the insolvency and restructuring profession from the people dealing with them. Each episode features an interview with someone from R3’s network of professionals about a key insolvency and restructuring related topic, supporting R3’s education and technical principle: ‘delivered by the profession, for the profession’. The podcast is hosted by R3’s Technical Manager Ben Luxford. Any members who would like to be a guest or want to s ...
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Over more than five years and 200 episodes, The Unique CPA has blossomed from "just an accounting podcast" into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we're keeping you at the forefront of the changing face of public accounting through conversations with fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands ...
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Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.
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The AlphaNooner podcast delivers sharp, educational insights from top industry leaders across finance, policy, and innovation. Each episode dives into timely topics with real-world relevance, designed to inform and empower professionals and curious minds alike. Whether you're a seasoned investor or just getting started, AlphaNooner brings the lessons, context, and clarity you need—always served fresh at noon. Tune in and level up.
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Welcome to Sustainability in Motion! Join the ED4S team as we engage thought leaders in sustainability, uncovering the latest trends and their practical implications. Discover how various sustainability factors influence businesses and finance in a rapidly changing world. Our expert guests share actionable strategies and best practices for professionals, investors, entrepreneurs, and sustainability enthusiasts alike.
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My name is Shivein Kapur and I am interested in finance. In this podcast, I interview business professionals about what they do on a daily basis and their journey.
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Join Aaron Goldberg, CFP® - a private wealth advisor for AWM Capital and former professional golfer with the Korn Ferry and PGA tours - as he discusses weekly the most important business and financial news professional golfers should know.
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The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations. We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart thei ...
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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The Beyond Accounting Bitesize Podcast aims to inspire finance professionals to use their expertise to transform businesses and create a positive impact on the wider communityEach episode features an interview with a Chartered Accountant who will provide insights how they made a difference to their company, industry, or society. You will get insights into how they became successful and predictions for the future of their industry. Check out www.cawnetworkusa.com for more webinars and events.
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Join Marcus Padley and Henry Jennings as they sit down with fund managers, CEOs, investors, and finance professionals to tackle the big issues and explore strategies for navigating choppy investment markets. Great guests, engaging conversations, and plenty of money-making ideas delivered straight from the experts.
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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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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 ...
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LawyerFI is here to empowers legal professionals to achieve financial independence. Join us as we explore the intersection of law and finance, providing valuable insights, tips, and strategies to help lawyers take control of their financial future. Our aim is to equip legal professionals with the knowledge and resources they need to thrive both in their legal careers and personal finances.
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A weekly live show bringing you expert advice and practical tips from top data professionals. Hosted by Maven Analytics.
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What's New at CFI | Communication and Presentation Skills for Finance Professionals
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FinPod: Communication & Presentation Skills for Finance | Why Soft Skills are Your Career Accelerator Technical skills are essential, but if you can't communicate your financial insights clearly and confidently, they have zero impact. This new course, Communication and Presentation Skills for Finance Professionals, is designed to bridge that gap. J…
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1139: The Global Lens of Finance Leadership | Atsushi Kitamura, CFO, Astellas Pharma
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When Procter & Gamble asked Atsushi Kitamura to move from finance analysis into running a manufacturing plant, he didn’t hesitate. “They always give me next challenge to stretch me,” he tells us. Managing one of P&G’s large diaper plants in Japan forced him to apply finance in real-time operations—a proving ground that shaped his comfort with chang…
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In this episode of The Cardone Zone, Grant Cardone challenges you to take action and claim the top spot in your space. Being first isn't about luck — it's about preparation, awareness, and decisive execution. Grant reminds us that most disasters are forecast years in advance, yet few take the steps to prepare. The winners are those who recognize th…
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The AI Paradox for Finance Leaders to Solve with Data Clarity & Smarter Decisions - Khaled Chowdhury
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In this episode, Paul sits down with renowned data strategist Khaled Chowdhury to unpack what it means to bring clarity to data in the age of AI. With a background in FP&A and a track record as an early Power BI adopter, Khaled brings a rare blend of financial and technical expertise. The conversation explores the concept of "data clarity," the cha…
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Lee Eagling is joined by Andy Holton to discuss the recent response by HM Treasury to the consultation on anti-money laundering (AML) and counter-terrorism financing (CTF) supervision. They explore the government's decision to appoint the FCA as the single professional services supervisor, the implications for firms currently regulated by professio…
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Social Security Claiming Strategies, Part 2: EDU #2544
1:21:54
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Chris’s Summary Jim and I continue our discussion on Social Security claiming strategies, revisiting the debate between Professors Derek Tharp and Laurence Kotlikoff. We explore how academic disagreements overlook the practical realities of retirement, emphasizing that Social Security is a resource, not a contest. We examine listener experiences, p…
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Theodora sist down with accountant, Mark Calleja, to unpack the ins and outs of Self-Managed Super Funds. Mark explains what an SMSF is, who it’s suited for, and what’s involved in setting one up and running it effectively. We also explore the risks, responsibilities, and potential benefits for investors looking to take greater control of their ret…
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AI & Accountants Ep 7 Culture, Capability & the Human Factor
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This extended panel tackles the human side of AI: skills mid-career accountants need to let go of, how to train teams to think critically about AI-generated outputs, and what it means to trust (but verify) machine reasoning. You’ll hear about failures in finance transformation, strategies for AI adoption in legacy systems, and how emotional intelli…
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AI & Accountants Ep 6 Value Creation and the Evolving Role of the CFO
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EY’s Myles Corson introduces a compelling insight: many finance leaders say they want to create value, but most of their work still centers on protecting or optimizing it. Nikita Clawson (CFO, Mount Logan Capital) joins in to explore how AI can bridge that gap — especially through predictive analytics, smarter hiring, and finance-front office colla…
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AI & Accountants Ep 3 Building AI for Real-World Business Use
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Chris Easton walks us through the development of a vertical AI solution for the airline industry — a domain-specific, reasoning AI that transforms how flight networks are planned and optimized. While not accounting-specific, this case study offers crucial insights into how similar models can be applied to audit, tax, and financial reporting. Chris …
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AI & Accountants Ep 5 How Leaders Are Navigating AI
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Nicola Bain (CLA) outlines her firm’s half-billion-dollar AI transformation plan, with insights on digital scaling, workforce development, and client enablement. Ariel Finkelstein follows with a strategic “reality check,” stressing that AI should be grounded in your business mission — not adopted for novelty’s sake. He discusses optimal workforce d…
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AI & Accountants Ep 4 Ethics, Trust & The Human in the Loop
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In this thought-provoking panel, the speakers tackle the complex human dimensions of AI adoption: ethics, trust, regulatory concerns, and change management. How can accountants be sure AI is safe and accurate? What’s the role of regulators, and when will they catch up? The panel shares perspectives on human-in-the-loop systems, education reform, an…
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AI & Accountants Ep 2 Reimagining Education with AI
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Ian Browne shares how Chartered Accountants Ireland is using adaptive learning and generative AI to personalise and scale accountancy education. We learn about their partnership with Area9 and how AI helps maintain optimal learning “flow,” increase retention, and provide real-time insights to both students and training firms. Ian also discusses the…
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AI & Accountants Ep 1. The Evolution of Accounting Technology
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In this opening episode, John Munnelly from Chartered Accountants Ireland takes us on a journey through the technological revolutions that have shaped accountancy — from spreadsheets and ERP systems to RPA and blockchain. We hear how the profession has always adapted, and why AI presents a unique moment of transformation. John outlines the Institut…
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543 is rural medicine worth it? the journey, training & pros/cons (part 1)
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In today's episode Dev chats with rural GP Dr James* about why he chose to build his career outside the city. They explore the training pathway, the realities of rural medicine and the unique pros and cons of life as a country doctor. They touch on: 👉🏽 why James chose rural over metro 👉 the Dean’s Rural List & training pathway 👉🏾 what a “rural gene…
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You’re tuned in to Career Convos with Nikki: real, unfiltered conversations about what it takes to build a career you actually want in corporate America. If you’re an accountant, analyst, finance manager, controller, or just trying to figure out what’s next in your career… you’re in the right place. We talk about navigating layoffs, dealing with mi…
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Beyond the Chatbot: AI and ML Investment Trends w/ Asad Malik
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In this episode of Financial Perspectives, host Tanya Tang sits down with Asad Malik, CFA, Head of ML Finance & Infrastructure Strategy at Google, to discuss how artificial intelligence and machine learning are transforming finance, investing, and productivity. Asad breaks down the surge in AI investment since 2022, the rapid growth in infrastructu…
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The Analytics of Improvement: Data-Driven Golf with Cory Jez | PGA Players' Podcast #18
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In this episode, Aaron welcomes Cory Jez, founder of TourIQ, to discuss how advanced data is transforming the way PGA Tour professionals approach their game. Cory pulls back the curtain on the power of analytics, from building player-specific strategies and practice routines to uncovering surprising truths hidden within golf stats. Learn how the ri…
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Accountancy Insights: LLMs and spreadsheets, Companies House IDV, and the OBR’s role
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In this episode, we’re exploring just how useful generative AI (genAI is when it comes to spreadsheets; what needs to happen by 18 November when it comes to Companies House ID verification; and how the OBR comes to its conclusions. Host Philippa Lamb is joined by Simon Thorne, Senior Lecturer in Computer Science, Cardiff Metropolitan University, to…
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Beyond the Bottom Line: People-First Leadership
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Lori Zukin's path began in a small-town family drugstore, where work and love blurred together behind the counter. Years later, after earning a PhD in industrial and organizational psychology, she found herself coaching leaders at Booz Allen Hamilton and, eventually, guiding the transformation of Baker Tilly's executive team. On Episode 235 of The …
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Who Has To Worry After the AFT Lawsuit Settlement?
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The AFT lawsuit settlement with the Department of Education is one of the biggest updates in months for borrowers on income-driven repayment. You'll learn how this settlement unfreezes stalled forgiveness applications, who's protected under the new rules, and the key deadlines you can't afford to miss. I also explain why the 2026 "tax bomb" is back…
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From Comfort To Excellence: Aligning Finance Teams For Real Impact
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Send us a text Episode #148: Comfort feels safe, but it quietly taxes our careers and our teams. We take on complacency head-on and show how alignment, clear standards, and better conversations can turn routine finance work into strategic results. From setting the pace as a leader to running meetings that actually remove blockers, we break down the…
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#AlphaNooner - Trent Woloveck on the Election Impact and Jushi's Strategy
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LawyerFI Podcast: Small Cap Value Funds: Worth It? (Episode 25-010)
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Is “small cap value” the secret sauce to higher long-term returns — or just unnecessary complexity? In this episode of the LawyerFI Podcast, host Adam B. Cordover breaks down one of the most debated topics in investing. You’ll hear the case for and against small cap value funds from some of the biggest names in finance: Paul Merriman, who champions…
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Young Professional Advisory Council: Research at the SOA: A Gateway to Innovate, Influence, and Inspire
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Research isn't just for academics! This episode reveals how broad the impact of SOA research is – balancing the retrospective with the prospective – and why it's essential for actuaries and the broader public. YPAC Vice-Chair Tasso Bountouvas and guest R. Dale Hall discuss misconceptions, real-world applications, and how you can contribute – no PhD…
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The 'Class C' Playbook: What Junk Bonds Can Teach You About Real Estate
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As a real estate investor, you're an expert in physical assets. But what if the principles you use to evaluate a value-add property could be applied to a completely different asset class? What if you could invest in the "debt" side of the deal with the same strategic mindset? In this episode of the 5-Minute PRIME Podcast, host Martin Maxwell pulls …
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Health Section: Behind the Med Supp Market – Claim Costs, Regulations and Opportunities
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Listen in as Greg Fann interviews Moshe Nelkin about Medicare Supplement insurance. We will take you from Medicare basics through product details covering pricing assumptions, factors driving claims trend, regulatory considerations, challenges, opportunities, and more.
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Finance Leadership & Sustainability in Africa — Budgeting, ESG, and Climate Risk for CFOs
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In this episode, we unpack how finance leaders can steer sustainability while protecting performance: budgeting for ESG, climate stress testing in financial models, policy readiness in The Gambia, and practical career paths for accountants in sustainability. We also talk stakeholder value, green financing, and why mentorship is a career multiplier …
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1138: Stablecoins, Real Utility, and the Next Curve | Michael Levine, CFO, Fireblocks
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On a quiet afternoon in Punta Cana, Michael Levine sat alone on a stretch of white sand. The turquoise water and silence offered the perfect scene for rest—until he realized what was missing. “I didn’t have my phone and I didn’t have my laptop,” he tells us. “That’s what makes me happy… I love doing work from the beach.” It was there, after steppin…
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HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
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Jim and Chris discuss listener questions on how Medicare enrollment affects HSA contributions, Social Security survivor benefits and IRMAA adjustments, financial advisor fee disclosures, and the Thrift Savings Plan (TSP) as a tool in retirement planning. (10:00) A listener asks whether enrolling in Medicare in December with coverage starting in Jan…
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#AlphaNooner - Christian Angermayer on ATAI's Breakthrough Year, FDA Recognition, and the Future of Mental Health
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In this episode, Mark Morton dives into the pre-budget speculation surrounding savings policies, tax reforms, and the political balancing act of keeping voters, especially pensioners on side. He explores potential changes to cash ISAs, the implications of shifting National Insurance to income tax, and the complexities of winter fuel payments. With …
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IWAS-LUGI! 10 Questions to Ask to Avoid a Bad Investment
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Bago ka mag-invest kahit saan, siguraduhin mo munang tama ang mga tanong mo.Maraming Pilipino ang nalulugi, hindi dahil malas, kundi dahil hindi nila chine-check kung legit ba, sulit ba, at bagay ba sa goals nila ang investment na tinitingnan. Kaya sa video na ‘to, ibabahagi namin ang 10 tanong na dapat mong itanong bago ka maglagay ng pera—para si…
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Reflecting on AI's rise in accounting, looking to what comes next
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"You cannot avoid AI" — but you can and should continue to experiment with it. That's one key message from consultant and keynote speaker Pascal Finette, who returned to the JofA podcast to discuss how artificial intelligence (AI) adoption has grown and how the profession is dealing with rapid changes and uncertainty. The conversation revisits topi…
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Corporate Finance Explained | The Power of Financial Ratios
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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 …
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In this episode of The Cardone Zone, Grant Cardone revisits his New York Times best-selling book, The 10X Rule, breaking down one of its most powerful distinctions — the difference between those who take massive action and those who don't. Grant delves into the mindset, habits, and relentless energy that distinguish the successful from the unsucces…
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The Great American Retirement Pivot (Part 2): Building Your Own Pension with Real Estate
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In our last episode, we uncovered the unsettling history of the traditional pension and why the promise of a secure, company-backed retirement is a relic of the past for most Americans. The old playbook is broken. So, what's the new one? In this final episode of our special series on the 5-Minute PRIME Podcast, host Martin Maxwell reveals the solut…
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3 common types of difficult people — and how to work better with them
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Executive coach and author Nick Robinson illuminates the challenging traits of work colleagues and shares strategies from his book — The 9 Types of Difficult People: How to Spot Them and Quickly Improve Working Relationships — that professionals can employ to improve relationships on the job. Robinson, a speaker at UK & Ireland ENGAGE earlier this …
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Why AI Projects Fail for Finance Teams and How Power BI and Clean Data Fix It with Khaled Chowdhury
35:23
35:23
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In this episode of Future Finance, host Paul Barnhurst speaks with data expert Khaled Chowdhury, a renowned leader in the data and AI space. Khaled shares his journey from finance to data analytics, offering insights into the evolving role of AI in business decisions, the importance of data clarity, and how tools like Power BI and Fabric are transf…
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S3 E01 - The Secret Link Between Money & Energy No One Talks About
27:11
27:11
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Rupali and I are talking about how Money and Energy work together, and how we practice this in our lives. If you would like to join the Choose Freedom Retreat, message below with Retreat!
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1137: Scaling Finance Across Borders | Amy Foo, CFO, Ignition
57:16
57:16
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She starts with tape from the field, not the spreadsheet. Listening to enterprise sales calls, Amy Foo heard customers whose usage rose and fell with seasons. Fixed per-seat pricing “wasn’t quite hitting the mark,” she tells us, so she piloted a pooled-seat model that flexed monthly within an annual commitment—turning smaller clips into “one to fiv…
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Social Security Claiming Strategies, Part 1: EDU #2543
1:11:24
1:11:24
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Chris’s Summary Jim and I examine a recent Social Security claiming strategies debate prompted by articles from Derek Tharp and Laurence Kotlikoff. The episode highlights how opposing valuation frameworks—economic modeling versus purpose-driven income planning—can lead to drastically different conclusions. We explain why assigning Social Security a…
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How Much Are Investment Fees Really Costing You? (£1500 ISA Transfer Bonus Info) #203
24:55
24:55
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Send us a text I've always had a fear of switching away from a trusted investment platform. The truth is, that there are so many platforms out there which offer competitive fees. But how much will that really save you over the long-term? In this episode, Joshua walks through the motivations for his latest ISA transfer, and why saving on fees has be…
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In this episode of the R3 Podcast, guest host Ceara Roopchand is joined by special guests Felix Connolly (BTG Advisory), Louise Durkan (Deloitte), and Ben Hughes (FRP Advisory) to dive into the world of special situations and M&A. Together, they explore the current mood of the market, the evolving role of private equity and how sector dynamics are …
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In today’s episode Dev unpacks the habits of the quiet wealthy, the people building real wealth without flexing a flashy lifestyle. He covers: 👉🏾 what is income? 👉🏿 what is wealth & what does quiet wealth mean? 👉🏻 habit 1 - building relationships 👉 habit 2 - understanding the difference between income and wealth 👉🏼 habit 3 - playing the long game 👉…
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Corporate Finance Explained | Hedge Funds in Corporate Finance: Myths, Realities, and Case Studies
16:11
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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…
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211: SHINE: Inside the Mind of a Confident Leader
24:56
24:56
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In this conversation, Ami Kassar interviews LaVonna Roth, the founder of Shine, who shares her journey from education to empowering leaders through her unique methodology. LaVonna discusses the importance of self-awareness, confidence, and emotional intelligence in leadership, as well as her experiences as a keynote speaker. “I have been given di…
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The Business of Longevity: Building Resilient Operations
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When the pandemic shuttered her thriving travel and Airbnb businesses overnight, Allanté Collier faced a crossroads, and she tells Randy all about that journey and more on Episode 234 of The Unique CPA. Instead of retreating, Allanté rebuilt from scratch, this time designing a business that could weather any storm. Sharing the hard-won lessons behi…
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