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.
…
continue reading
Finance Professionals Podcasts
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.
…
continue reading
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.
…
continue reading
This is the official podcast feed of the Society of Actuaries
…
continue reading
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!
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
Startup CFO is a digital first, peer to peer group where finance people working in disruptive tech come together and advise on certain topics, ask questions and grow their peer network. This podcast was designed to cover topics that add value to CFOs and senior finance professionals. We invite industry leaders to cover technical and non-technical topics to help finance professionals grow professionally and personally. As the group has been around for 10 years, we know the ins and outs of bui ...
…
continue reading
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'.
…
continue reading
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
…
continue reading
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.
…
continue reading
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
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.
…
continue reading
The podcast for finance professionals tasked with taking their businesses to new heights.
…
continue reading
Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
…
continue reading
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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
…
continue reading
“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! ...
…
continue reading
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
…
continue reading
CFP and 4x Olympian Lauryn Williams and guests share their money memoirs to offer insights into how money works for them. Worth-Winning.com.
…
continue reading
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.
…
continue reading
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.
…
continue reading
Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry. From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial profess ...
…
continue reading
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
…
continue reading
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!
…
continue reading
#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.
…
continue reading
1
Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
0
112
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.
…
continue reading
Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
…
continue reading
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.
…
continue reading
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.
…
continue reading
Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.
…
continue reading
The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
…
continue reading
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 ...
…
continue reading
Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will ...
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
…
continue reading
1
What's New at CFI | Communication and Presentation Skills for Finance Professionals
16:10
16:10
Play later
Play later
Lists
Like
Liked
16:10
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…
…
continue reading
In this episode, James Hurst joins Mark Morton to explore the potential changes to VAT in the upcoming budget. Drawing on over 35 years of experience in VAT, James discusses everything from VAT thresholds and electric vehicle charging to postponed import VAT accounting and the complex VAT treatment of taxi services. With a mix of practical insight …
…
continue reading
1
Ep 46 - Fiduciary First ~ Why Your Money Deserves Better
18:52
18:52
Play later
Play later
Lists
Like
Liked
18:52
In a profession built on trust, how do you know your financial adviser is truly acting in your best interest? In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Kelsey and Teneale unpack what it means to be a fiduciary—a role bound by legal and ethical obligations to protect your financial wellbeing. They explore how to identify fiduciary advisers and why it ma…
…
continue reading
1
#AlphaNooner - JC Parets on What the Market's Really Telling Us
32:23
32:23
Play later
Play later
Lists
Like
Liked
32:23
By AdvisorShares
…
continue reading
1
#AlphaNooner - Cannabis Markets and What Comes Next with Todd Harrison and Noah Hamman
50:21
50:21
Play later
Play later
Lists
Like
Liked
50:21
By AdvisorShares
…
continue reading
1
Corporate Finance Explained | The Finance Behind Mega Acquisitions
12:40
12:40
Play later
Play later
Lists
Like
Liked
12:40
FinPod: The Billion Dollar Question: How Corporations Pay for Massive Acquisitions (M&A Financing) When a Fortune 100 company buys another for tens of billions, how does the finance team actually structure the payment? It's the central strategic decision that determines a company's risk, flexibility, and future. In this episode of Corporate Finance…
…
continue reading
1
3 types of difficult people — and how to work better with them
18:56
18:56
Play later
Play later
Lists
Like
Liked
18:56
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, explores the…
…
continue reading
1
Special Edition: Government shutdown state of play
19:22
19:22
Play later
Play later
Lists
Like
Liked
19:22
In this special edition episode, Mark Peterson, AICPA EVP-Advocacy, and Melanie Lauridsen, AICPA VP-Tax Policy and Advocacy, breakdown the latest news from D.C. and provide key resources to help you and your clients navigate the uncertainty.By AICPA Town Hall
…
continue reading
1
It’s Open Enrollment Season: How to Avoid Leaving Money on the Table
24:16
24:16
Play later
Play later
Lists
Like
Liked
24:16
A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that you’re taking full advantage of everything they offer. In this episode, we walk through some of the most common areas you can optimize your benefits, s…
…
continue reading
1
The High-Yield Playbook: Tactics for Real Estate Investors
7:49
7:49
Play later
Play later
Lists
Like
Liked
7:49
In our last episode, you discovered the surprising parallels between value-add real estate and high-yield bonds. You now understand the "why." Today, we get into the "how." How can you, an individual investor, add this powerful income stream to your portfolio? And more importantly, what is the bond market's "chatter" telling you about the risks and…
…
continue reading
1
1139: The Global Lens of Finance Leadership | Atsushi Kitamura, CFO, Astellas Pharma
21:47
21:47
Play later
Play later
Lists
Like
Liked
21:47
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…
…
continue reading
As private credit continues to grow, it is constantly looking for new ways to deploy the mountain of capital it has raised. Now that the market is of scale, it has begun to look at investment grade credit as another avenue on which to make deals. In this episode of Cloud 9fin, senior private credit reporter Peter Benson sits down with Ryan Schwartz…
…
continue reading
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…
…
continue reading
1
The AI Paradox for Finance Leaders to Solve with Data Clarity & Smarter Decisions - Khaled Chowdhury
15:04
15:04
Play later
Play later
Lists
Like
Liked
15:04
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…
…
continue reading
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…
…
continue reading
1
Social Security Claiming Strategies, Part 2: EDU #2544
1:21:54
1:21:54
Play later
Play later
Lists
Like
Liked
1:21:54
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…
…
continue reading
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…
…
continue reading
David Marcus sits down with legendary Silicon Valley venture capitalist Tim Draper — founder of Draper Fisher Jurvetson, Draper Associates, and Draper University. Tim has backed some of the world’s most transformative companies including Baidu, Tesla, Skype, SpaceX, Twitch, Hotmail, Robinhood, and Coinbase, and was an early, vocal advocate of Bitco…
…
continue reading
1
543 is rural medicine worth it? the journey, training & pros/cons (part 1)
44:49
44:49
Play later
Play later
Lists
Like
Liked
44:49
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…
…
continue reading
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…
…
continue reading
1
Beyond the Chatbot: AI and ML Investment Trends w/ Asad Malik
9:26
9:26
Play later
Play later
Lists
Like
Liked
9:26
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…
…
continue reading
1
The Analytics of Improvement: Data-Driven Golf with Cory Jez | PGA Players' Podcast #18
1:04:00
1:04:00
Play later
Play later
Lists
Like
Liked
1:04:00
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…
…
continue reading
1
Accountancy Insights: LLMs and spreadsheets, Companies House IDV, and the OBR’s role
34:11
34:11
Play later
Play later
Lists
Like
Liked
34:11
In this episode, we’re exploring just how useful Large Language Models (LLMs) are 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 Unive…
…
continue reading
1
Who Has To Worry After the AFT Lawsuit Settlement?
16:08
16:08
Play later
Play later
Lists
Like
Liked
16:08
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…
…
continue reading
1
From Comfort To Excellence: Aligning Finance Teams For Real Impact
13:30
13:30
Play later
Play later
Lists
Like
Liked
13:30
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…
…
continue reading
1
#AlphaNooner - Trent Woloveck on the Election Impact and Jushi's Strategy
38:56
38:56
Play later
Play later
Lists
Like
Liked
38:56
By AdvisorShares
…
continue reading
1
Tranche Talk — Navigating CLO demand through regulatory changes with PGIM’s Edwin Wilches
49:59
49:59
Play later
Play later
Lists
Like
Liked
49:59
In this episode of Tranche Talk, Cloud 9fin’s CLO series, our global head of CLOs Tanvi Gupta, talks with Edwin Wilches, Co-head of Securitized Products at PGIM. They talk about how securitization is the key component in Europe’s growth agenda, how more work needs to be done for Solvency II, the evolution of insurance demand, relative value and the…
…
continue reading
1
LawyerFI Podcast: Small Cap Value Funds: Worth It? (Episode 25-010)
19:05
19:05
Play later
Play later
Lists
Like
Liked
19:05
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…
…
continue reading
1
Young Professional Advisory Council: Research at the SOA: A Gateway to Innovate, Influence, and Inspire
40:10
40:10
Play later
Play later
Lists
Like
Liked
40:10
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…
…
continue reading
1
The 'Class C' Playbook: What Junk Bonds Can Teach You About Real Estate
7:43
7:43
Play later
Play later
Lists
Like
Liked
7:43
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 …
…
continue reading
1
Health Section: Behind the Med Supp Market – Claim Costs, Regulations and Opportunities
43:12
43:12
Play later
Play later
Lists
Like
Liked
43:12
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.
…
continue reading
1
Finance Leadership & Sustainability in Africa — Budgeting, ESG, and Climate Risk for CFOs
59:28
59:28
Play later
Play later
Lists
Like
Liked
59:28
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 …
…
continue reading
1
1138: Stablecoins, Real Utility, and the Next Curve | Michael Levine, CFO, Fireblocks
54:45
54:45
Play later
Play later
Lists
Like
Liked
54:45
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…
…
continue reading
1
HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
1:14:07
1:14:07
Play later
Play later
Lists
Like
Liked
1:14:07
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…
…
continue reading
1
#AlphaNooner - Christian Angermayer on ATAI's Breakthrough Year, FDA Recognition, and the Future of Mental Health
33:58
33:58
Play later
Play later
Lists
Like
Liked
33:58
By AdvisorShares
…
continue reading
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 …
…
continue reading
1
Reflecting on AI's rise in accounting, looking to what comes next
19:01
19:01
Play later
Play later
Lists
Like
Liked
19:01
"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…
…
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
Federal shutdown state of play and AICPA Council highlights
1:02:00
1:02:00
Play later
Play later
Lists
Like
Liked
1:02:00
Listen to this #AICPATownHall episode as AICPA CEO Mark Koziel returns to provide an update on key profession opportunities being discussed at the AICPA Fall Council meeting. Plus, we'll continue the conversation on the government shutdown and current state of the IRS, and dive into top issues for small firms…
…
continue reading
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…
…
continue reading
1
The Great American Retirement Pivot (Part 2): Building Your Own Pension with Real Estate
7:18
7:18
Play later
Play later
Lists
Like
Liked
7:18
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…
…
continue reading
1
3 common types of difficult people — and how to work better with them
18:21
18:21
Play later
Play later
Lists
Like
Liked
18:21
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 …
…
continue reading
1
Why AI Projects Fail for Finance Teams and How Power BI and Clean Data Fix It with Khaled Chowdhury
35:23
35:23
Play later
Play later
Lists
Like
Liked
35:23
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…
…
continue reading
1
S3 E01 - The Secret Link Between Money & Energy No One Talks About
27:11
27:11
Play later
Play later
Lists
Like
Liked
27:11
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!
…
continue reading
1
1137: Scaling Finance Across Borders | Amy Foo, CFO, Ignition
57:16
57:16
Play later
Play later
Lists
Like
Liked
57:16
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…
…
continue reading
1
Vivek Manipadam, founder of Gemfield Partners, highlighting important lessons for CFOs focused on an exit
39:02
39:02
Play later
Play later
Lists
Like
Liked
39:02
In this episode, we’re going to talk to Vivek Manipadam who both founded and runs the boutique M&A advisory firm Gemfield Partners. Vivek shares lessons from his experience of M&A and funding rounds, with his acquisition experience being on both the sell side and the buy side. He works with leadership teams on exit readiness and appraising the buye…
…
continue reading
