))
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
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.
…
continue reading
The podcast for finance professionals tasked with taking their businesses to new heights.
…
continue reading
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.
…
continue reading
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!
…
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
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
FutureView Finance Fireside Chats are hosted by John Baule, a seasoned CFO, and co-founder of FutureView Systems. Our Finance Fireside Chats cover a variety of topics of interest for accounting and finance professionals including trends, insights, analysis and best practices.To learn more visit us at https://www.futureviewsystems.com/
…
continue reading
Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
…
continue reading
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.
…
continue reading
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
…
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
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
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
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
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
Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
…
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
The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
…
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
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
Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
…
continue reading
"FinFactor," hosted by Dryrun CEO, Blaine Bertsch, brings you into the world of top CFOs and top finance professionals. Each episode features insightful interviews with industry leaders who share their expertise on managing business finances, tackling complex financial challenges, and driving organizational success. Through engaging conversations, you'll gain valuable insights into the strategies and practices that define effective financial management. From finance technology to CFO best pr ...
…
continue reading
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 ...
…
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
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]
…
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
Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
…
continue reading
The 5-Minute PRIME podcast from REIPrime.com helps busy professionals master personal finance and real estate investing with quick, actionable tips. Build wealth, stay consistent, and take steps toward financial freedom - one episode at a time.
…
continue reading
An insider’s guide to the laws dictating life within UK and EU financial services, the people influencing their development and policing finance workers’ compliance
…
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
1
Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
1
101
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
ICAEW is a professional membership organisation that provides insight and leadership to the global accountancy and finance profession.
…
continue reading
Caleb Kioh, Founder of the WalletGyde, talks with top industry professionals to go on a financial journey that creates a platform for success. The habits learned will change your financial lifestyle so you can more easily manage your money. Follow @WalletGyde on IG to develop the right habits to save!
…
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
Financial security isn’t just about numbers—it’s about peace of mind, protection, and a lasting legacy. Welcome to The JondaKnows Show, where we bring together leading personal finance experts, industry professionals, and real-world success stories to empower you with practical financial wisdom that helps you take control of your money. Are you a personal finance expert, author, coach, or industry professional with valuable insights on budgeting, investing, borrowing, or financial security? ...
…
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
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
Real Money, Real Experts is a personal finance podcast written and produced by AFCPE®. With an audience of financial professionals, we strive to educate and entertain with a combination of expert tips, engaging interviews, and real-life storytelling. AFCPE® ensures the highest integrity of the financial counseling profession by certifying, connecting, and supporting diverse professionals. Our comprehensive program, the AFC® (Accredited Financial Counselor®), represent the gold standard of fi ...
…
continue reading
The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
…
continue reading
Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
…
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
A weekly live show bringing you expert advice and practical tips from top data professionals. Hosted by Maven Analytics.
…
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
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
1
How to Buy Real Estate without much Money in 2025?
43:32
43:32
Play later
Play later
Lists
Like
Liked
43:32
We speak with Sayam Ibrahim, a real estate mogul who has made over a quarter billion dollars in closed real estate transactions. He is also the owner of a hotel in the Dominican Republic. We discuss incentives to help sell a property. We discuss ways to get financing using techniques you may have never heard of, and we discuss how to select renters…
…
continue reading
1
Sam S. Jain - Founder & Chairman of Fareportal (CheapOair)
46:24
46:24
Play later
Play later
Lists
Like
Liked
46:24
Sam S. Jain is the founder, former CEO, and chairman of Fareportal which is a conglomerate consisting of CheapOair, OneTravel, Fareportal Media Group, Travelong, Royal Scenic, & Dukes Court Travel Ltd. CheapOair is the 4th largest online travel website in the US/Canada and is the largest private one. It has about 2,500 employees with offices in New…
…
continue reading
1
561 – Zombie Subscriptions: How To Spot And Cancel Hidden Budget Killers
30:25
30:25
Play later
Play later
Lists
Like
Liked
30:25
Zombie memberships are real – and they’re feasting on your budget every month. Forgotten fitness app? Digital subscription you thought was cancelled? Auto-renewals can quietly drain your finances if you're not paying attention. Doug Hoyes and Ted Michalos discuss why some subscriptions are so easy to miss, and how to track, cancel, and avoid them g…
…
continue reading
1
Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522
1:16:11
1:16:11
Play later
Play later
Lists
Like
Liked
1:16:11
Jim and Chris answer listener questions on Social Security filing, a PSA on SSA’s online application process, the Roth 5-Year Rule, HSA strategy, and bond principal risk. (8:00) A listener asks whether Social Security’s claim that delayed retirement credits aren’t applied until the end of the following year is accurate, and whether anyone receives …
…
continue reading
1
Beyond the Hype: Real-World AI in Accounting and Finance
55:16
55:16
Play later
Play later
Lists
Like
Liked
55:16
How close are we to expense reports that create themselves? In this crossover episode recorded live at Emburse in Motion, Blake Oliver explores real-world AI implementation with Adriana Carpenter, CFO of Emburse, and Olga Pavlova from PizzaExpress. Discover how PizzaExpress manages 350+ restaurant locations using AI to automatically flag policy vio…
…
continue reading
1
Episode 22: Falling Behind, Staying Profitable, and Planning Ahead
27:19
27:19
Play later
Play later
Lists
Like
Liked
27:19
📦 When Your Business Takes a Backseat (and That’s Okay) This week, we’re getting honest about what happens when life gets busy and your own business falls to the bottom of the to-do list. After weeks on the road at Road Atlanta and visiting family, Felicia hadn’t touched Clean Bee’s books in almost a month—and guess what? The sky didn’t fall. From …
…
continue reading
1
SJP CEO Mark FitzPatrick interview in full
46:01
46:01
Play later
Play later
Lists
Like
Liked
46:01
Citywire's exclusive chat with the new chief executive of St James's Place on everything from fees to culture.By Citywire
…
continue reading
On 6 April 2025, the longstanding rules for UK-resident, non-UK domiciled individuals – non-doms – were abolished and replaced with a new regime for foreign income and gains (FIG) that is based on residence.By ICAEW
…
continue reading
In this episode, Justin sits down with our newest team member, Josh Matthews, to discuss his first money memory, his career in commercial real estate, and what led him to change careers. For more information and show notes visit: https://www.bwmplanning.com/post/104 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=…
…
continue reading
In this episode of That NextGen Planners Podcast we are joined by the brilliant Iona Bain. We discuss misconceptions about Millennials and Gen Z's financial habits, barriers to wealth building, and the impact of social media on young people's financial knowledge. Join our community: www.nextgenplanners.co.uk…
…
continue reading
1
Creating Tools and Working with Data in Finance (w/ Matt Dancho)
56:48
56:48
Play later
Play later
Lists
Like
Liked
56:48
What happens when a passion for data science meets the fast-paced world of stock trading? In this episode, we’re joined by Matt Dancho, Founder of Business Science, Quant Science, and the creator of the popular tidyquant package, who shares his journey from data scientist to launching Business Science and the projects and packages he’s built along …
…
continue reading
1
Seek first to understand: How a finance leader manages global teams
14:10
14:10
Play later
Play later
Lists
Like
Liked
14:10
Jennifer Reilly, CPA, CGMA, values listening. She enjoys the collaboration with fellow finance leaders as part of the Future of Finance Leadership Advisory Group, and she has made a habit of emphasizing listening in guiding teams from around the world. Reilly, scheduled to be part of two sessions at AICPA & CIMA ENGAGE 25, explains the importance o…
…
continue reading
1
Navigating IRS Interactions — Advice for Dentists
1:07:47
1:07:47
Play later
Play later
Lists
Like
Liked
1:07:47
Navigating the Internal Revenue Service (IRS) can be intimidating for individuals and businesses alike. In these situations, it helps to have a former IRS professional on your side. On this episode of the Art of Dental Finance and Management podcast, Art is joined by Ben Peeler, Partner in Charge of Eide Bailly’s Tax Controversy and Procedures grou…
…
continue reading
1
Behind the Numbers: Rebuilding trust in volatile times
52:05
52:05
Play later
Play later
Lists
Like
Liked
52:05
Accountancy Insights is celebrating its 100th episode. To mark the occasion, we’ve brought together experts from across business, politics and technology to look at a fundamental problem that’s holding back economic growth: trust. Just how deep is the trust crisis in business and institutions that we hear so much about? And how can it possibly be r…
…
continue reading
In this powerful episode of the Cardone Zone, Grant Cardone introduces the concept of the "Credit Card Fast" — a challenge to break your dependency on credit cards and shift your mindset from debt-driven living to asset-focused wealth creation. Grant breaks down how the financial system conditions people to rely on plastic instead of production, an…
…
continue reading
1
Unlock Better Deals: Master Your Investment Property Financing
6:52
6:52
Play later
Play later
Lists
Like
Liked
6:52
Did you know the wrong mortgage can cost you tens, even hundreds, of thousands more over its lifetime? Don't let financing mistakes sink your real estate investment before it even gets going! On this episode (Ep 52) of the the 5-Minute PRIME Podcast, host Martin Maxwell reveals how crucial smart financing choices are for your bottom line. Learn the…
…
continue reading
1
One Big Beautiful Podcast Episode: Taxes, QuickBooks, & Tesla
1:03:05
1:03:05
Play later
Play later
Lists
Like
Liked
1:03:05
What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes…
…
continue reading
1
The Excel Copilot Features Finance Pros Need To Boost Productivity using AI with David Fortin
17:25
17:25
Play later
Play later
Lists
Like
Liked
17:25
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin CPA, Microsoft MVP, and the creative mind behind the Piggybank Accountant YouTube channel. They get into the real deal behind Microsoft Copilot: what it actually does well, where it’s still rough around the edges, and how it’s starting to make a diff…
…
continue reading
1
1101: Turning Home Equity into a Platform, Not a Product | Tom Egan, CFO, Hometap
59:32
59:32
Play later
Play later
Lists
Like
Liked
59:32
When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditional options surface quickly: load the balance sheet with a costly home‑equity loan or sell and hope you can find somewhere new to live. That binary choice, he explains, is exactly what Hometap set out to…
…
continue reading
1
Flexible Retirement Spending: EDU #2522
1:12:34
1:12:34
Play later
Play later
Lists
Like
Liked
1:12:34
Chris’s Summary: Jim, Jake, and I use this Dialogue EDU episode to explore how we approach flexible retirement spending. We respond to listener emails about DIY simplicity, budgeting for irregular expenses, and how we assign assets to spending needs. The conversation highlights why we prioritize adaptability over rigid withdrawal rules. Jim’s “Pith…
…
continue reading
1
Paying Yourself First Vs Saving What You Can! #194
3:50
3:50
Play later
Play later
Lists
Like
Liked
3:50
Send us a text A look back at episode 70, where we hear how Jasmine saves what she can. If only I could do a follow up episode - I wish!By Joshua
…
continue reading
1
Money Conversations with Marshall Moore Director of Community Banking at On Tap Credit Union
1:30:27
1:30:27
Play later
Play later
Lists
Like
Liked
1:30:27
🎙️ WalletGyde Presents: The Money Conversation with Marshall Moore Episode Theme: Empowered • Mission-Driven • Transformational Join WalletGyde founder Caleb Keel and special guest Marshall Moore of Untapped Credit Union for a powerful and passionate conversation about personal finance, money psychology, building systems, and defining true success.…
…
continue reading
1
522 Stockspot super deep dive (with CEO Chris Brycki)
50:01
50:01
Play later
Play later
Lists
Like
Liked
50:01
In this episode, Dev chats with Chris Brycki, founder and CEO of Stockspot, about their new superannuation product, Stockspot Super. They unpack how it compares to traditional super funds, why it's built around ETFs, and how it handles fees, risk, insurance, and tax efficiency. The chat touches on: 👉🏾 why Stockspot launched a super product 👉🏿 how S…
…
continue reading
1
Emerging Topics Community: Comparison of Regulatory Framework for Non Discriminatory AI Usage in Insurance
16:20
16:20
Play later
Play later
Lists
Like
Liked
16:20
Join Joe Alaimo, Founder and CEO of ProComp, and David Schraub, Founder and CEO of David Schraub Actuarial Consultancy, as they discuss the rapidly developing regulatory frameworks surrounding AI in the insurance industry. They explore the intricacies of laws and guidelines across the U.S., Canada, the European Union, and China, focusing on AI's ro…
…
continue reading
1
Money Lessons for a New Generation with Colleen Salchow, AFC®
34:16
34:16
Play later
Play later
Lists
Like
Liked
34:16
In this week's episode, we sit down with Colleen Salchow—Marine Corps spouse, Accredited Financial Counselor, and former special education teacher—who is passionate about helping teens, young adults, and military families take control of their financial futures. With a background in counseling and education, Colleen brings a compassionate, real-wor…
…
continue reading
1
Episode 13: Overcoming Restaurant Challenges with Empathy and Action
32:03
32:03
Play later
Play later
Lists
Like
Liked
32:03
Restaurant owners are battling unprecedented economic pressures. But there is a path forward. In this episode, licensed Insolvency Practitioner Andrew Bailey (Turpin Barker Armstrong) explores practical strategies for survival and recovery. Discover how empathy, a solid plan, and understanding the true picture through in-person consultations can ma…
…
continue reading
1
ESMA chair Verena Ross on her to-do list for 2025, simplifying the EU financial rulebook, and life at the helm of the watchdog
44:51
44:51
Play later
Play later
Lists
Like
Liked
44:51
Today’s guest discusses the European Securities and Markets Authority’s to-do list for 2025, and she explains the regulator’s priorities as it responds to an EU-wide effort to simplify the bloc’s rulebook. She outlines ESMA’s expectations of market participants subject to its landmark reforms on digital operational resilience and crypto-assets and …
…
continue reading
1
4 - Discover the Hidden Benefits of Investing in Turnkey Properties for Retirement with Ideal Wealth Grower's Dr. Axel Meierhoefer
18:07
18:07
Play later
Play later
Lists
Like
Liked
18:07
In this episode of The JondaKnows Show, Jonda Lowe speaks to the CEO of Ideal Wealth Grower, Dr. Axel Meierhoefer. Axel discusses alternative investment strategies, particularly in real estate, for retirement planning. Axel shares his journey from military pilot to real estate investor and explains turnkey real estate investing, where professionals…
…
continue reading
1
Running on Empty? Why Reserves Are Your Investment Lifeline
9:38
9:38
Play later
Play later
Lists
Like
Liked
9:38
Rental property cash flow looking good? Great! But what happens when the HVAC suddenly dies or a tenant unexpectedly moves out, leaving you with a vacancy? Skimping on cash reserves is a critical mistake that can sink your investment faster than you think! On this episode (Ep 51) of the 5-Minute PRIME Podcast, host Martin Maxwell dives into the abs…
…
continue reading
1
How to Avoid Lifestyle Creep and Make Smart Money Choices During Uncertain Times, With Chloe Moore
49:13
49:13
Play later
Play later
Lists
Like
Liked
49:13
This episode originally aired in 2023, but it’s just as relevant—if not more—today. As part of our What to Do During Times of Uncertainty series, we’re revisiting this powerful conversation between CERTIFIED FINANCIAL PLANNER™ professionals Lauryn Williams and Chloé Moore. In a world full of uncertainty, flashy financial advice, and constant lifest…
…
continue reading
1
1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory
50:22
50:22
Play later
Play later
Lists
Like
Liked
50:22
Imagine an accounts‑receivable clerk clicking through four different systems just to finish one routine task. Chad Gold sees that bottleneck instantly. Fullstory’s newly launched Workforce product maps every mouse‑stroke of such employee journeys, then surfaces friction points so companies can “make them more productive, so they can do even more va…
…
continue reading
In a recent episode of Behind the Ticker, Bob Elliott, co-founder and Chief Investment Officer of Unlimited, discussed the firm’s mission to democratize hedge fund strategies through innovative ETF structures. Drawing on his experience managing strategies at Bridgewater Associates and running a $125 million venture capital fund, Elliott launched Un…
…
continue reading
1
A secular shift - the end of US exceptionalism
48:18
48:18
Play later
Play later
Lists
Like
Liked
48:18
In this episode, we explore the secular shift in global trade and the economic order since the end of the Cold War, the beginning of the end of U.S. exceptionalism, and the implications for financial assets.By total convexity
…
continue reading
We speak with Dr. Herbert Harris, a retired attorney and a speaker, about the laws of success as outlined in his book. Take a listen as we discuss how life is a business. He also helps with tips that can help you achieve your goals, tips on dealing with F.E.A.R, understanding the flow of money, and the time vs money conversation. Big Show full of g…
…
continue reading
1
560 – Legal Actions Creditors Can Take in Canada (And How to Protect Yourself)
30:37
30:37
Play later
Play later
Lists
Like
Liked
30:37
What legal actions can creditors take if you stop paying your debts? From collection calls to lawsuits and wage garnishments, Licensed Insolvency Trustees explain the real timeline of creditor actions—including how the CRA (Canada Revenue Agency) collects without going to court, and how to avoid scams when seeking help. ✅ Know your rights✅ Understa…
…
continue reading
1
Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521
1:35:39
1:35:39
Play later
Play later
Lists
Like
Liked
1:35:39
Jim and Chris answer listener questions on Social Security timing, the Earnings Test, nondeductible IRA basis, and the Roth 5-Year Rule. (16:15) Georgette asks whether filing retroactively in December, with Social Security payments issued in January, ensures that all income—including the retroactive amount—will be reported on the following year’s t…
…
continue reading
One Year In: What Worked, What Didn’t & What We’re Changing 🎙️ Welcome back to Full Throttle Finance™! In this special Part 2 episode, Felicia and Alli reflect on what really worked, and what did not, during our first year as a consulting firm. From contract lessons and Upwork strategies to social media struggles and staying agile without strict go…
…
continue reading
1
ON LOCATION: AI on the Frontlines - Live Insights from Planful Perform25
54:43
54:43
Play later
Play later
Lists
Like
Liked
54:43
Broadcasting from Planful’s Perform 25 conference in Miami, CFO Thought Leader presents frontline finance insights in an on‑location special. CEO Grant Halloran rejects the narrative that generative AI replaces people; instead he calls it the only viable antidote to a looming three‑million‑professional accounting shortage and collapsing CPA pipelin…
…
continue reading
1
Ep101: Does Money Buy Happiness?..with Dr. Elisa Chiang
43:36
43:36
Play later
Play later
Lists
Like
Liked
43:36
“Can money really buy happiness, or just comfort?” Let’s find out in today’s episode. Welcome back to the Finding Financial Freedom Podcast with Dr. Disha Spath. In this episode, we're doing something special—a collaborative episode with Dr. Elisa Chiang, host of the Grow Your Wealthy Mindset Podcast. Dr. Elisa is a practicing oculoplastic surgeon,…
…
continue reading
1
More Than a Brand: Turning Your Data Expertise Into a Real Product (w/ Scott Taylor)
1:00:59
1:00:59
Play later
Play later
Lists
Like
Liked
1:00:59
In business, ideas don’t stand alone; they have to be communicated effectively to drive action. Whether through reports, presentations, or product pitches, success comes from not just having data expertise but knowing how to make it matter. Yet many in the data world focus on just establishing a “personal brand” rather than developing something tan…
…
continue reading
Award-winning journalist Mattha Busby joins the AlphaNooner to talk psychedelics, public health, and where drug reform goes next. A Ferriss–UC Berkeley Psychedelic Journalism Fellow, Busby has been published in The Guardian, VICE, WIRED, TIME, and GQ, and is the author of Should All Drugs Be Legalized? We cover the global momentum behind psychedeli…
…
continue reading
Why do some people delay retirement when they’re more than ready, while others want out the moment they hit the financial edge? In this episode, we explore the emotional weight behind retirement decisions, from the fear of losing identity to the overlooked value of early, healthy retirement years. You’ll hear how flexible paths like consulting or “…
…
continue reading
1
Intuit's Tariff on Developers, Arizona Tariff Shelters, $1T Stolen Annually from US
1:11:26
1:11:26
Play later
Play later
Lists
Like
Liked
1:11:26
Could the Pope be on the hook for US taxes? As the first American elected Pope, Leo XIV faces an unusual conundrum under US citizenship rules. Meanwhile, Intuit's controversial new API pricing has developers reeling, and Hector Garcia joins the conversation to explain why this "tariff" threatens the entire QuickBooks ecosystem. Blake and David also…
…
continue reading
1
Beyond the Buy: Why Your Exit Strategy Defines Your Success
9:00
9:00
Play later
Play later
Lists
Like
Liked
9:00
You found the perfect deal, analyzed the numbers, closed the loan... now what? Getting in is exciting, but getting out profitably requires a plan! Ignoring your exit strategy is a common mistake that can trap your capital and kill your returns when markets shift or life throws a curveball. On this milestone episode (Ep 50) of the 5-Minute PRIME Pod…
…
continue reading
1
Top 100 NMA: Kevin Wood of Watson Wood and Sillars
32:23
32:23
Play later
Play later
Lists
Like
Liked
32:23
Kevin Wood joins the Advice Show this week to discuss his firm, how he maintains a level of service while ensuring growth and what has happened to ESG funds.By Citywire
…
continue reading
