Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
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Finance Professionals Podcasts
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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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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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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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 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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This is the official podcast feed of the Society of Actuaries
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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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Finding Finance is a podcast that I started so I can educate high schoolers like myself and college students who are interested in pursuing a career in finance. I have interviewed successful professionals in the various subfields of finance with the intent of understanding the vast and diverse field of finance. I hope you enjoy it and find it useful!
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Looking for that guy in finance? I talk about tax and finance and the AI-finance juxtaposition in the MENA region
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Welcome to the Risk Intelligence Podcast, where the Global Association of Risk Professionals, also known as GARP, brings together the world’s foremost Risk Practitioners, from around the globe, for in depth insights and discussions on today’s most important risk issues in finance and energy. Here is your chance to listen in.
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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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The podcast for finance professionals tasked with taking their businesses to new heights.
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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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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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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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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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Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
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Accounting Matters lives up to its title, covering vital accounting topics that actually matter to professionals in the accounting trenches. We start with a new topic and definition every episode, then highlight and discuss the key areas, from evaluation to reporting. Accounting Matters is hosted by public accounting veterans Adam Olsen & Nicole Harger from advisory firm Embark. LinkedIn - https://hubs.ly/H0XgZnG0 Instagram - https://hubs.ly/H0XgYNZ0 Twitter - https://hubs.ly/H0Xg-dz0 Facebo ...
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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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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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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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Welcome to Full Throttle Finance™️ - the podcast where motorsports meet money. Hosted by Felicia, CEO of Clean Bee Consulting, & Allison, the firm’s Senior Bookkeeper, we’re here to help race teams + motorsport professionals gain the financial edge they need. With a focus on 20 minute or less episodes, we dive into practical tips & strategies by breaking down complex financial concepts into digestible segments every Friday.
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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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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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Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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Jamila Souffrant is a Certified Financial Education Instructor (CFEI), host of the Journey To Launch podcast and author of "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness". The Journey To Launch podcast explores all aspects of reaching Financial Freedom; from increasing income, paying off debt, investing, saving & learning how to retire early and wealthy. The book, "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happ ...
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Bringing news, opinions and tips to help public finance professionals stay informed about policy and practice developments affecting their work.
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Tired of marketing that feels sleazy or overwhelming? Join Hillary Gale every Friday as she uncovers the exact strategies top financial advisors and coaches market their businesses authentically—and get real results.
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Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
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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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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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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 ...
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Inspired Money is the critically acclaimed personal finance podcast where money meets purpose. Hosted by Andy Wang, a Top 100 Financial Advisor (Investopedia), this weekly podcast—publishing since September 2017—features expert guests exploring how to make more, give more, and live more. From building wealth and investing smarter to purposeful giving and designing a meaningful life, Inspired Money isn’t just about dollars, it’s about using money as a tool to live fully and make an impact. Yo ...
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The With Interest podcast brings you unrivalled commentary and thought leadership for businesses, accounting and finance professionals. Each week, we share expert industry opinions, insights and resources across accounting, public practice, taxation, auditing, finance, strategy, leadership, economic and business-related issues. Subscribe today to stay up-to-date with the latest episodes. With Interest is presented by CPA Australia, one of the world’s largest accounting bodies, with core serv ...
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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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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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#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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ICAEW is a professional membership organisation that provides insight and leadership to the global accountancy and finance profession.
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Timothy Pope’s Pilot’s Portfolio podcast is provided for general information purposes only and does not constitute accounting, legal, tax or other professional advice. Listeners should not act upon the content or information found here without first seeking appropriate advice from an accountant, financial planner, lawyer or other professional. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment ...
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Property People is a media brand featuring conversations with a wide variety of property professionals sharing ideas, experiences, problems, and solutions within the property industry. Are you a property professional with something interesting to share? Or maybe you'd like to sponsor an episode and get your business in front of our audience of property investors & developers?Drop us an email if you'd like to feature on the pod or sponsor an episode!Email: [email protected]
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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.
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Join Brad as he interviews entrepreneurs and experts in the wealth management industry, specifically around ETFs, on a weekly basis. Together, they go Behind the Ticker and delve into what drives these professionals on a daily basis. Discover how they achieved their success, learn about opportunities for disruption in the industry, and explore the challenges and obstacles they've faced along the way. Get ready for insightful conversations that uncover the stories behind the successes in weal ...
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The T&D World Podcast features utility professionals across the industry discussing the most pressing issues, trends and projects from all facets of electric power-delivery. As a leading electric power resource, our key pillars include educating and informing power industry professionals about market trends, new products, legislation, infrastructure project funding and finance, construction, operation and system maintenance, security, reliability and resiliency. The podcast series is produce ...
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The Financial Executives Edge is the official podcast of The Financial Executives Journal, powered by The FENG. Each episode features candid conversations with top-tier finance leaders, innovators, and thinkers shaping the future of corporate finance. From leadership insights to practical strategies for navigating change, we explore what’s really driving today’s financial decision-makers—and what’s just noise. Hosted by real financial professionals, for real financial professionals. Follow u ...
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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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No fluff. No fake flexing. Just authenticity, lessons learned, and stories that inspire from professionals!
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Why Professional Branding is a Critical Business Investment with Kayla Anderson
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In this episode of The Finance Marketing Podcast, Hillary sits down with Kayla Anderson, graphic designer at Moneta Copy, to explore the critical role of professional branding in business success. Kayla shares her journey from aspiring fine artist to strategic brand designer and reveals why so many business owners treat design as an afterthought wh…
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This is a compilation of the top gems from Black Men Sundays guest speakers that may have gone over your head. Take a listen I even edited it to under 30 minutes. Get your notebooks ready! Black Men Sundays is ranked #13 of the top 80 Black Wealth Podcasts on https://podcasts.feedspot.com/black_wealth_and_investing_podcasts/…
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The Science of Happiness and Financial Well-Being
1:06:19
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Why This Episode Is a Must-Listen Are you striving for both happiness and financial security but finding the balance elusive? This episode of Inspired Money dives deep into the science-backed connections between happiness and money, breaking down common myths, practical strategies, and life-changing perspectives. If you want to build not just your …
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Why Austan Goolsbee Is Still Concerned About Inflation
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Chicago Fed President Austan Goolsbee is still more concerned about the inflation side of the Fed's mandate than he is about the employment side. This is noteworthy because in general markets are expecting rate cuts to come soon, and also Chairman Jerome Powell, speaking in Jackson Hole, put more weight on risks to the labor market. In this episode…
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573 – The Best Get Out of Debt Advice from Top Guests (Compilation)
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Listen for great get-out-of-debt advice from some of our most popular guests! Featuring Canadian financial experts from Hoyes Michalos and Chris Enns, founder of Rags to Reasonable, and Danielle Park, author of Juggling Dynamite. From spotting predatory financial advisors to the importance of building an emergency fund, this episode is packed with …
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Lots More on What Just Happened With the Fed at Jackson Hole
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We're still at the Kansas City Federal Reserve Bank's annual economic symposium in Jackson Hole, where we just heard Fed Chair Jerome Powell's big speech. The speech -- which opened the door to a September rate cut -- proved to be a dovish surprise to the market and stocks are now soaring because of it. But why did Powell decide to focus on what he…
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Exelon CEO Calvin Butler on the Future of Utilities, Clean Energy, and Customer Affordability
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In this episode of the T&D World Podcast, Exelon CEO Calvin Butler sits down to discuss the challenges and opportunities facing the utility industry as demand surges, technology evolves, and customer expectations shift.By Endeavor Business Media
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Beyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana Cabrices
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34:10
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In this episode of The Finance Marketing Podcast, Hillary sits down with Diana Cabrices, a fractional chief evangelist to B2B wealthtech brands and award-winning marketer, to explore Answer Engine Optimization (AEO) and how financial advisors can optimize their online presence for AI-powered search tools like ChatGPT, Gemini, and Perplexity. Diana …
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Ep108: Direct Primary Care: Dream Job or Disaster? Lessons from Burnout to Building a Thriving DPC Practice with Monica McKittrick
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Is burnout making you question your future in medicine? You’re not alone. For many physicians, the pressures of traditional healthcare lead to stress, exhaustion, and a loss of purpose. But what if there was another way? In this powerful episode of The Finding Financial Freedom Podcast, host Dr. Disha Spath sits down with Monica McKitterick, a phys…
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Loving your work, leaving work behind, and returning refreshed
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Jen Wilson admittedly loves her work. As partner and co-founder at ConvergenceCoaching LLC, she’s on the road often, advising accounting firms and profession leaders. Sometimes, that travel and love of work can give her colleagues cause for concern. “It troubles them if they can't see me unplug,” Wilson said. This episode of the JofA podcast, the s…
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Successful Actions to Take During Economic Downturns
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In Episode 271 of The Cardone Zone, Grant Cardone takes you deep into the playbook of what actions to take during tough economic times—and how to turn adversity into opportunity. Grant takes us back to his first best-selling book, If You’re Not First, You’re Last, where he originally laid out the basic principles for thriving in economic downturns.…
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IRS Modernization with Danny Werfel & The Shifting Role of the CFO with Tom Hood
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Topics include: Key DC and technical updates IRS modernization efforts The shifting role of the CFO Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Tom Hood, EVP, Business Growth and Engagement, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Daniel Werfel, Former Commiss…
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The High Earner's Tax Code: Navigating the 'Big Beautiful Bill' Over $500k
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For high-income earners, the "Big Beautiful Bill" isn't just a tax cut; it's a complex strategic chessboard of new limitations and massive opportunities. This is where the law gets personal for entrepreneurs, investors, and high-net-worth families, and understanding the nuances is critical to protecting and growing your wealth. In the final episode…
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Kansas City's Fed President on What Everyone Will Be Talking About at Jackson Hole
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It's Jackson Hole time again, when the most prominent minds in monetary policy meet in an idyllic Wyoming setting for the Federal Reserve Bank of Kansas City's annual symposium on monetary policy. For markets, the main event tends to be the speech from the Fed Chairman. But beyond that, there's always a theme that central bankers and academics are …
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Do you ever feel like an imposter? You’re not alone
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Leadership coach and diversity, equity, and inclusion (DEI) professional Sophie Turner explains how CIMA helped her navigate the learning and development path in her career, the psychology of imposter syndrome, and considerations for organisations looking to create a more diverse and inclusive culture. Turner explains the importance of objectivity …
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AI ERP for FP&A Teams to Replace Legacy Systems and Automate 300 Workflows Fast with Nicolas Kopp
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In this episode of Future Finance, host Glenn Hopper and co-host Paul Barnhurst welcome Nicolas Kopp, a visionary leader in the AI-native ERP space. Nicolas shares how AI is transforming finance operations by offering real-time visibility, automation, and a path to zero-day close. He explains how AI integration redefines financial workflows, from d…
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Episode 440: Finishing What Matters Most: How To Make The Most Out Of Your Time And Attention With Productivity Expert Charlie Gilkey
57:18
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Author, podcaster and entrepreneur, Charlie Gilkey, joins the podcast to shed light on what it really means to make the most out of your time and hone in on what you should focus your attention on. Charlie is founder of Productive Flourishing, a website that helps creatives, leaders, and entrepreneurs start finishing the stuff that matters. He's wr…
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Mail Routes to Manuscripts – Career Reinvention in the Hollers of Appalachia
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Author of “Mailman” Stephen Starring Grant joins WPF to talk about career reinvention in the Blue Ridge. Key take-aways: Curiosity is Your Compass: Follow your genuine interests, even when they don’t align with a traditional career path. Curiosity led Steve from early web development to brand strategy to delivering mail—and ultimately to publishing…
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You always hear about startup exits. Big acquisitions. Big IPOs. But of course this isn’t the fate for most new ventures. Many of them die outright, without any kind of “exit” at all for shareholders. So how do you wind down a company, and sell off the scraps? How do you actually pull the plug? David Johnson of Resolution Financial Advisors special…
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533 concessional contributions are maxed, div 296 tax + how much do I need to retire with Vince Scully (part 2)
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Today's episode is the second half of Dev's chat with Vince Scully from Life Sherpa (listen to last week's episode for part 1!), where Dev and Vince discuss: 👉🏻 should you make non concessional contributions or invest outside super? 👉 the div 296 tax 👉🏼 how much do you need in retirement Check out Dev's episode on Div 296 here: Apple Podcast | Spot…
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Josh Bronstein: ‘Playing the Long Game Is Key’
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“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Can history teach us anything about digital money?
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In this episode of Behind the Numbers, we explore what the history of money can tell us about its future. Currency has been evolving for thousands of years, but the pace of change has now escalated with the introduction of online banking and digital currencies. We discuss the parallels between modern and historical advances in currency, and key les…
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Can history teach us anything about digital money?
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In this episode of Behind the Numbers, we explore what the history of money can tell us about its future.By ICAEW
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207: Communication Blind Spots Costing Entrepreneurs Clients and Teams
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In this week's editing of the AmiSights Podcast, we speak with Alana Winter, Executive Coach and Retreat Facilitator. Tune in as we discuss the significance of clarity in business operations and the necessity of effective communication within teams. Alana also shares her insights on how to implement structures like the RACI matric to improve acco…
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Episode 225 of The Unique CPA features Amy Franko, the author of the Amazon Bestseller The Modern Seller and a leading expert in sales strategy for professional services. Though covering a broad range of topics, Randy dives deep with Amy into the challenges and opportunities accounting firms face when building a strong sales and growth culture, not…
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How to Get Tax Residency Certificate in Dubai
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Learn the step-by-step process of obtaining a Tax Residency Certificate in Dubai, including eligibility requirements, required documents, fees, and application tips. Perfect for entrepreneurs, expats, and businesses looking to benefit from UAE’s tax treaties and avoid double taxation.By Wahaj Siddiqui
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Forensic Accounting: The World of Financial Detectives
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Send us a text Episode 144: Dive into the fascinating world of financial detective work as we explore the specialized field of forensic accounting. Ever wondered who tracks down financial criminals or how complex fraud schemes are uncovered? This episode pulls back the curtain on a career path that combines investigative prowess with accounting exp…
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Brian Pisaneschi, CFA: Demystifying AI for Smarter Investing
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CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—covering retrieval-augmented generation (RAG), agentic workflows, and why human creativity remains your strongest edge. Discover how to pair large language models with accurate data to cut through noise, reduce …
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The Squeezed Middle's Tax Playbook: A $100k-$500k Earner's Guide to the 'Big Beautiful Bill'
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You make a good living, but after property taxes, state income taxes, and a high cost of living, it can feel like you're getting squeezed from all sides. So when a new tax law gets passed, the big question is: does it help or hurt? On this episode of our special series of the 5-Minute PRIME Podcast, host Martin Maxwell dives deep into the "One Big …
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Health Section: Epidemiology Using Cluster Analysis and Insurance Company Data
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25:49
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Listen as Danny Moore interviews Charlie Larimer on Epidemiology and Predictive Analytics. Listen as Charlie gives his insight on applying predictive analytics techniques to determine drivers of health outcomes in differing populations and regions.
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In this episode, Tim asks the question many pilots hear in the cockpit: Is your 401(k) a scam? He walks through why 401(k)s exist, how they replaced pensions, and what today’s airline plans actually offer: contribution mechanics, investment menus, legal protections, and employer contributions specific to the majors. Tim also shares a listener email…
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Lessons From the One Sovereign Wealth Fund in the United States
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President Trump and others have talked about the idea of the US having a Sovereign Wealth Fund, a la the UAE or Singapore. It feels like a longshot, but as it turns out, there is actually one Sovereign Wealth Fund in the United States, which is the Alaska Permanent Fund. The fund was established in the 1970s to manage the state's booming oil fortun…
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Navigating the Storm — The Crisis Management NED in Action
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Welcome to Boardroom Resilience, the podcast where we unpack leadership roles that guide organizations through their toughest moments. I’m your host, Adrian Lawrence. Today, we’re diving into a specialized boardroom role—the Crisis Management Non-Executive Director—and how they help steer firms through turbulent waters. Host: A Crisis Management NE…
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CPA EXAM SERIES: After the CPA Exam: Planning Your Career Move
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By Nikki Winston, CPA
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572 – Best Advice for Getting Out of Debt - Top Strategies from Debt Free in 30
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This special compilation episode is packed with nuggets of wisdom and strategies for getting out of debt. We've pulled together the best clips on avoiding credit traps, building emergency funds, and implementing practical “budgeting” strategies. 00:00 – August is a special month before launching a new season 01:00 – Why people end up in debt 02:10 …
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Housing Is a Problem Even in a State With Declining Population
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You can kind of understand why it's so hard to build housing in New York City. There isn't much available land. It's already pretty built up. And then, add in the fact that so many people want to live in New York, and you can understand why it's so expensive. But what's the deal with Alaska? There seems to be plenty of land. And population has actu…
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A Meaningful Conversation About Money with Former NYT Columnist Carl Richards
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Whether you know him as “The Sketch Guy” from his decade-long run as a NY Times columnist or you’ve heard him on a podcast, if you’re interested in the world of finance, you probably know who Carl Richards is. He has also written multiple books, including The Behavior Gap, The One-page Financial Plan, and his forthcoming book of sketches, titled si…
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The Latest on CBDCs and Digital ID, Ep #073
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48:44
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Upthinking Finance™ is now trademarked Melissa Ciummei, an independent investor and researcher in Northern Ireland, joins us on Upthinking Finance™ to take a global look at the rapidly evolving world of digital currencies, digital IDs, and the shifting economic landscape. We discuss the push for Central Bank Digital Currencies (CBDCs) in the EU, UK…
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Ep 44 - Passing on Values, Not Just Wealth
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27:38
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They say the first generation earns it, the second enjoys it, and the third burns it - but it doesn’t have to be that way. In this thought-provoking episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale & Kelsey explore how families can break the cycle by focusing not just on wealth creation, but on the values that sustain it across generations. Join us as we dive…
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The Client Advocacy Board: A 'Defibrillator' for Stagnant Practices with Jon Randall (Part 2)
31:35
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In this episode of The Finance Marketing Podcast, Hillary continues her conversation with Jon Randall, founder of XFA, diving into his "defibrillator technique" for jumpstarting referrals in stagnant practices. Jon introduces the Client Advocacy Board method, where advisors bring together their best referring clients in virtual meetings to get guid…
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Lots More With Skanda Amarnath on This Moment in Macro
29:15
29:15
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Right now, you could make a good argument that inflation is still too hot, and that with the stock market booming, and the unemployment rate at 4.2%, that it's crazy to think about cutting rates. You could also argue that much of the economy is stalling, that the pace of job growth has slowed dramatically, and that with housing in the tank, we need…
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Sustainable Investing: Investing with Purpose and Impact
1:25:22
1:25:22
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Why This Episode Is a Must-Watch Are you looking to align your investments with your personal values and make a real difference in the world? This episode of Inspired Money looks at sustainable investing, exploring how your portfolio can do more than generate returns. You'll learn how ESG (Environmental, Social, and Governance) factors are transfor…
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Riley Saunders: The Psychology of Financial Planning | Next Gen
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“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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The 'Big Beautiful Bill' & Your Paycheck: A Guide for Earners Under $100k
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You work hard for your money, and every dollar counts. So when a massive new tax law promises a "middle-class tax cut," what does that actually mean for your paycheck? Forget the political spin; this is about the real numbers and how they affect you. On this episode of our special series of the 5-Minute PRIME Podcast, host Martin Maxwell provides a…
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The power of a digital detox and the value of committee volunteering
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15:29
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For Carrie Kruse, CPA, CGMA, mental clarity is one goal of going on vacation. Also, Kruse likes to be tested while away from her job as economic development administrator for Iowa’s capital city, Des Moines. In Kruse’s words, she loves “to be challenged in ways outside of my professional sphere.” Recently, that challenge was a hike of more than 100…
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The Investors Who Think Hazelnuts Will Be the Next Pistachios
42:50
42:50
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We're in an age where shocks can occur on both the supply side and the demand side. On the supply side, the causes are well known. Pandemics, trade wars, and climate disruption have exposed the frailty of supply chains in goods too numerous to list. On the demand side, the tendency for certain goods to suddenly go "viral" among consumers can be imp…
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AI ERP for Finance & Accounting teams to Replace NetSuite and Automate Close in 4 Weeks With Nicolas Kopp
35:21
35:21
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In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Nicolas Kopp, the founder and CEO of Rillet, to discuss how AI is transforming finance operations. The episode dives deep into the practical applications of AI-native ERPs, with Nicolas explaining how his platform redefines general ledger management. The discussi…
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Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
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34:56
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In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build stability and confidence before entering a planning relationship. We cover the difference between coaching and advising, how partnerships can improve client outcomes, and why coac…
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Episode 439: Life Planning for Fulfillment Beyond Finances & 3 Questions To Help You Live a Meaningful Life w/ George Kinder REWIND
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George Kinder is an author, international thought leader, and founder of Kinder Institute of Life Planning with more than 35 years of experience as a financial planner and tax advisor. George is dedicated to guiding individuals in uncovering their deepest values and leading more fulfilling lives. His ultimate aim is to promote greater freedom in ev…
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