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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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In the creative world, passion and talent are essential. But understanding the business side is fundamental for sustained success. "From Creative Passion To Profit" bridges the gap between creativity and commerce, providing you with the tools to manage your finances, develop marketing strategies, and grow your entrepreneurial mindset. By focusing on practical financial and business advice, specifically for individual artists and creatives, this podcast will provide valuable and focused suppo ...
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This is Moneywise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world ...
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Free fitness, nutrition, biohacking, fat loss, anti-aging and cutting-edge health advice from BenGreenfieldLife.com! Tune in to the latest research, interviews with exercise, diet and medical professionals, and an entertaining mash-up of ancestral wisdom and modern science, along with Q&A's and mind-body-spirit optimizing content from America's top personal trainer.
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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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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
75
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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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The Problem With... podcast is here to challenge the everyday problems or myths we face in financial services and to provide practical solutions. Hosted by Alex and Annabel, we offer practical advice to help financial advisers to take back control of their careers. Whether you are just starting out or looking to enhance your existing business, our mission is to guide you every step of the way. Tune in and transform your advisory journey!
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Everyone needs a little help being a human. From sleep to saving money to parenting and more, host Marielle Segarra talks to experts to get the best advice out there. Life Kit is here to help you get it together. Want another life hack? Try Life Kit+. You'll support the show and unlock exclusive curated playlists and sponsor-free listening. Learn more at plus.npr.org/lifekit
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
41638
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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The Veterinary Financial Podcast is designed to empower veterinarians to take control of their finances and build a life they love. Hosted by Meredith Jones, a veterinarian-turned-financial planner, and David Aizuss, a financial planner married to vet med, this podcast is led by two professionals who truly understand the unique challenges—and opportunities—that come with a career in veterinary medicine. We dive into topics like student loans, investing, entrepreneurship, practice management, ...
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Ben Gowland talks to those making real change happen in healthcare, getting underneath what they did, how they managed to do it, and the challenges they faced along the way
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Welcome to the Scale My Clinic Podcast Discover the tools, strategies, and insights to help General Practice owners create thriving, profitable, and high-performing clinics. Hosted by Sachin and Todd, co-founders of Scale My Clinic, this podcast is your go-to resource for actionable advice, inspiring success stories, and expert perspectives tailored to the unique challenges of General Practice. Whether you’re navigating operational hurdles, looking to improve patient care, or ready to take y ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Smithink - helping accountants turn their practices into great businesses
David Smith + Mark Holton, Smithink
479
We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.
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Welcome to the Liberated Therapists Club! I'm Danik Bernier and I'm here to help you prevent burnout in private practice by charging premium fees. I'm a premium fee therapist myself and mom of 2. In this podcast, I share my insights on setting premium fees, marketing, and building a fulfilling career that doesn't sacrifice your well-being. As a private practice owner and busy mom of 2 littles, I cracked the code on sustainable business building and I'm here to share what I've learnt. Each ep ...
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Tune-in along with our 6,000-8,000 listeners each month for the Wealth & Wisdom! The wisest among us will tell us that money and wealth are important, but alone they will not make you happy or your life a success. Success and happiness require wisdom and wisdom comes from cultivating a learning mind set, a strong drive to always do better and by surrounding yourself with people who can teach or inspire you. Ben Law spent over 20-years working with successful business owners and farming famil ...
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Physician Family Finances Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
1111
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Owning and running a private optometry practice is challenging—but help is here! The Cleinman Connect Podcast offers valuable insights from independent optometrists/practice owners, practice managers, and industry experts. Each episode features top performers or industry experts who share their success strategies for navigating common business and operational hurdles to grow and enhance practices. From marketing tips and team management to succession planning and financial strategies, our ex ...
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Practical, up-to-date interviews with experts in college admissions, financial aid, personal statements, test prep and more. Ethan Sawyer (aka College Essay Guy), interviews deans of admission, financial aid experts, and veterans of the admissions field to extract, then distill their advice into practical steps for students and those guiding them through the process. From creating an awesome college list to appealing a financial aid letter, Ethan skips the general advice and gets right to th ...
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Strategies to Dominate Your Dental Implant Market from Industry Experts! Discover proven strategies to grow a lucrative full-arch dental implant practice and overcome the challenges dental practice owners face daily. From marketing tactics to operational efficiencies, we bring you expert insights and actionable advice to help you thrive in the competitive dental implant industry. Whether you're looking to attract more patients, enhance staff training, or streamline administrative operations, ...
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Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — ...
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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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Hosted by Montana Funk, Young Lawyer Rising covers issues pertinent to young lawyers, from newly minted attorneys to lawyers 10 years into practice and beyond. From dealing with the daily grind and career management to social issues and financial, mental, and physical wellness, this show features the voices of young lawyers from across the country sharing their stories and advice to help all lawyers navigate their careers and rise to where they want to be.
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As a financial advisor with nearly two decades of experience, I’ve seen firsthand that the biggest challenge for my clients—whether business leaders, entrepreneurs, or individuals looking to grow their wealth—is the fixation on picking the “right” investments. In reality, success lies in avoiding the wrong ones. The goal isn’t to beat the market; it’s to follow a disciplined, strategic plan that allows your wealth to grow steadily over time. My passion has always been to protect and guide my ...
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The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Josh Jalinski
21190
Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute fo ...
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. ---------------------- ...
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Dental Office Rescue is your go-to resource for transforming your dental practice into a thriving, patient-centric business. Hosted by Linda Kane, Amazon Best-Selling author of Dental Office Rescue and founder of Zeroed-In Dental Solutions, this show is your roadmap to a more profitable, stress-free practice. Every other Wednesday, Linda sits down with leading dental pros and practice growth strategists to share expert advice, smart tactics, battle-tested solutions, and practical tips design ...
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Welcome to the Art of Dental Finance and Management with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals through saving taxes, investing and planning wisely and managing your dental practice, so it can become as profitable as possible. Here is your host…CPA Art Wiederman.
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When disruption is the norm and you’re surrounded by complexity, you need clarity. Osborne Clarke's straight-talking legal experts will give you the insights and advice you need to get the right result. Osborne Clarke is an international legal practice with over 270 Partners and more than 900 lawyers in 26 locations*. We help clients tackle the issues they’re facing today, and prepare for the ones they will face tomorrow. *Services in India are provided by a relationship firm
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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Welcome to Mastering Finance with Dean Tellone—a show that transforms complex financial topics into clear, actionable insights for a secure future. This series is your go-to resource for exploring essential strategies such as retirement and estate planning, risk management, tax optimization, and navigating the ever-evolving trends in finance and real estate. Each episode unpacks intricate concepts into practical advice, empowering you to make informed decisions and plan effectively for the f ...
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Welcome to WomenShare: A Celebration of Women in Financial Services. The podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers. On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry. The balance in the financial services industry is shifting and women ar ...
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Welcome to Smart Life By Mike, the podcast that’s all about enhancing every aspect of your life. From managing your home and advancing your career to raising your kids and building a strong financial foundation, the podcast covers it all. Whether you're looking to streamline your daily routine, maximize your savings, or explore new income opportunities, Smart Life By Mike offers practical tips and insightful advice to help you thrive. Tune in, and let's make your life smarter, together.
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The Unison Homeownership Podcast explores the dynamic intersection of real estate, finance, and the personal journey of homeownership. Through insightful conversations with industry leaders and experts, the podcast delves into critical topics like market trends, financial strategies, and the emotional complexities of buying and owning a home. Listeners gain valuable perspectives on navigating the ever-evolving housing market, understanding concepts like home equity and interest rates, and di ...
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Your diet affects your sleep. What foods can help you be your most rested self? Nutrition scientist and researcher Marie-Pierre St-Onge has research-backed tips on which foods to eat — and, spoilers, a lot of them are foods you either have in your fridge already or can work into nearly any recipe. Learn more about sponsor message choices: podcastch…
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The Story Behind Epstein and Private Equity’s Rise w/ William D. Cohan (Puck)
1:11:27
1:11:27
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What do Jeffrey Epstein, private equity-owned insurance, and AI have in common? Josh sits down with bestselling author, co-founder of the media company Puck, and financial journalist William D. Cohan to unpack the forces shaping today’s financial landscape. Bill breaks down the rise of Apollo Global Management, its connections to controversial figu…
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The Story Behind Epstein and Private Equity’s Rise w/ William D. Cohan (Puck News)
1:11:27
1:11:27
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1:11:27
What do Jeffrey Epstein, private equity-owned insurance, and AI have in common? Josh sits down with bestselling author, co-founder of the media company Puck, and financial journalist William D. Cohan to unpack the forces shaping today’s financial landscape. Bill breaks down the rise of Apollo Global Management, its connections to controversial figu…
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In this special hour-long episode, I’m joined by someone who’s not only my yoga teacher, but also a former City lawyer with first-hand experience of financial crime and its consequences. Claire pulls back the curtain on the world of AML (Anti-Money Laundering), compliance, and regulation — and trust me, it's anything but dry. We explore: Why AML ch…
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How to handle your money during tariff uncertainty
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With stock market volatility and fears of price increases driven by the new tariffs, you may be worried about your finances. In this episode, certified financial planner Lauryn Williams explains how to handle your spending, savings and retirement accounts in times of economic instability. Learn more about sponsor message choices: podcastchoices.com…
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Podcast – Practice Index – Strategies for the 25/26 Quality and Outcomes Framework
26:37
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In this week’s episode, brought to you in partnership with Practice Index, we welcome back Claire Houston and Ceri Chaplin to explore the major changes to the Quality and Outcomes Framework for the 2025/26 contract, and what they mean for general practice. The episode dives into the removal of income protected indicators and the Quality Improvement…
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BROWNS FINALLY SELECT SANDERS: Tebow, Kaepernick, & Now Sanders: The NFL's Allergy to Spotlight-Stealing QB's
11:53
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Send us a text The 2025 NFL Draft has delivered one of the most stunning storylines in recent memory as Shadeur Sanders, once hyped as a potential #1 overall pick, fell dramatically to the Cleveland Browns at pick #112. This represents potentially the largest draft stock plummet in NFL history, surpassing even Aaron Rodgers' famous drop to #24 back…
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#638: Two Cents 4/26 - Cutting Interest Rates?; End Of Student Loan Grace Period; How Much Should You Spend On Vacation?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss reasons to cut interest rates, stock market volatility, and the end of the student loan grace period. They analyze the Federal Reserve's policy stance and the impact of student debt on consumer behavior. A…
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556 – Is Debt Fatigue Holding You Back? Strategies for Renewed Focus
30:21
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You Don't Know What You Don't Know: A Recap From IGNITE 2025
39:53
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Other highlights include: -Why financial advisors need to become lifelong students of the industry. -How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark. -The exciting plans to open next year's IGNITE Conference to financial advisors for the first time. -Why marketing, branding, and persona…
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An "Ice Bath On Steroids"? Comparing Cryotherapy, Cold Water Immersion, The Latest Cold Therapy Tech & More With Maria Ensabella.
59:20
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My guest on today’s show, Maria Ensabella, is the co-author of ReInventing Cool: How to Make COLD Your Best Ally Against Inflammation, Pain, and Aging, written alongside Antra Getzoff. This groundbreaking new book explores how strategic cold exposure can radically transform your health. In this episode, you'll get to explore what really happens whe…
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1
This Fort Knox Secret's Been Revealed and Could SHATTER Record Gold Prices
4:33
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Send us a text This Long-Held Fort Knox Secrets Finally Ready To Rock US Governments! www.stephanpiscanopodcast.com To Follow Us On YouTube: https://www.youtube.com/@VacationWealthPartnersBy Stephan Piscano
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267: Stop Doing Annual Reviews Now! And Do This Instead
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I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…
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Getting Started in REITs and STOCKS with MyTrade!
12:20
12:20
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Want to invest in Stocks and REITs but not sure where to start? With this video, discover how easy it is to get started with MyTrade and why it’s the ultimate partner for your stock trading journey. Don’t just invest—invest smarter with MyTrade! 💵 Get started with @MyTradePH today: https://rampver.mytrade.com.ph/ 🌱 Sign up for FREE in Rampver Onlin…
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Family, finance, and ultra-marathons | Meet David Rossbach
13:54
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Join us as David Rossbach shares his journey to becoming a wealth adviser at Capital Partners. Discover how resilience, a passion for helping others, and a commitment to client-first advice has shaped his career. David opens up about mentoring, working with medical professionals, balancing family life with ultra-marathon training, and why he loves …
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Money Rx - 5 Stages of Business & The 4 C's
18:14
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In this episode, Josh Taffer, CEPA® (Certified Exit Planning Advisor), discusses the importance of exit planning for private practice physicians. He outlines the five stages of exit planning: identify, protect, build, harvest, and manage. Emphasizing the need to maximize the value of a physician's practice. Taffer also introduces the four Cs—human,…
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Why the ABA Matters for Lawyers and Everyone
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Bill Bay, President of the American Bar Association, joins Montana to discuss the role the ABA plays in supporting lawyers, promoting justice, and advocating for the rule of law. Regardless of where you are in your career, the ABA offers not only a wealth of material for you to improve your practice and serve your clients better, but also an opport…
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061: The Worst Financial Advice Vets Give Each Other
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Ever noticed how veterinarians give each other the most conflicting financial advice? We've spotted some truly head-scratching tips being shared across vet med forums and Facebook groups. We're breaking down some popular but problematic mantras like "everyone should pay off their loans ASAP" or "always choose a Roth 401(k)” and tackling the biggest…
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Key takeaways from today’s episode include: -How to identify the right metrics that drive better lead generation and client conversions. -The value of internal and external Net Promoter Scores for client retention and operational insight. -Why small firms need to think like big ones - and build systems that scale. -How to future-proof your business…
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Stephanie Charman & Vikki Jefferies | Industry-wide reflections: What’s shaping today’s mortgage market?
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In this episode of Just Covered, we're excited to host Stephanie Charman, the new CEO of the Association of Mortgage Intermediaries (AMI), and our very own Vikki Jefferies, who has recently assumed her new role as Market Development Director. In this friendly and lively chat, they discuss their diverse backgrounds in the industry and the transition…
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Do you feel like you always need to use GPS to get around? Never quite sure if it's a left or a right turn — even though you just looked at a map? It can be anxiety-inducing to get around when you don't have a great sense of direction. This episode, experts explain how to gain more confidence while navigating. This episode originally aired May 6, 2…
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The Truth About Zone 2 Cardio, Mitochondrial Health & How REHIT Beats It (In Less Time!) With Ulrich Dempfle
1:07:56
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In this episode with repeat guest Ulrich Dempfle (you can check out our first show together here), you’ll get to explore what actually works when it comes to cardio—whether you’re chasing peak performance, fat loss, or just trying to live longer and feel better. Whether you’re short on time or just want results without the guesswork, this episode i…
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#98: Getting Everyone on the Same Page: The Negotiator’s Guide to Family Alignment with Allan Parker OAM - Micro Behavioural Scientist & Negotiator
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What if the biggest challenge holding your family back isn’t money, land, or succession—but the way you speak (and listen) to each other? In this episode, I sit down with Allan Parker OAM—renowned international negotiator, behavioural scientist, and a man who’s facilitated everything from global UN policy to grassroots farming family disputes. Alla…
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1
The Future of Financial Services Innovations and Trends to Watch
1:20:14
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Join Dean Tellone for a special Season 1 finale of Mastering Finance with Dean Tellone, where we look beyond today and explore The Future of Financial Services. In Episode 15, we unfold the innovations and trends that are reshaping banking, investing, and payments—from the rise of neobanks and AI-powered underwriting to blockchain’s quiet revolutio…
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Episode 50: From 2 GPs to 13 in a Decade; A Journey by Two Fabulous Female GP Owners with Dr Petrina Barson & Dr Arete Kouteris
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Owning a clinic is a bold move. Scaling it is next-level. In this conversation, two incredible GPs, Dr Petrina Barson and Dr Arete Kotouris, pull back the curtain on their journey from dreamers with a vision to established owners of a thriving inner-suburban clinic. They didn’t start with deep business expertise. They started with clarity, guts, an…
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#637: What Every Dentist Should Consider Before Merging or Partnering
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On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down the evolving landscape of dental practice transitions. He emphasizes the importance of education, preparation, and strategic decision-making. They talk about some of the common misconceptions about DSOs and highlight the b…
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How to Use Social Media to Attract Patients & Increase Case Acceptance with Rita Zamora
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Is your social media presence helping your practice—or holding it back? In this episode, Linda sits down with dental marketing expert Rita Zamora, founder of Connect90, to talk about how dental teams can use social media to attract the right patients, increase treatment acceptance, and build trust before a patient even walks through the door. Rita …
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LIVE RADIO SHOW: Making Sense of Market Volatility and Economic Change + Listener Q&A!
1:47:45
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Are the markets flashing warning signs or presenting rare opportunities? Josh kicks off the show with a deep dive into the latest market turmoil, breaking down how volatility, interest rates, and global headlines are shaking investor confidence. He explores the power of strategic and tactical diversification, the importance of time in the market, a…
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Is tax-loss harvesting a bad idea for physician investors?
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Influenza. It’s a word that sounds ominous when you don’t know what it means. To a physician like you, influenza is nothing more than the average flu, but to a patient, it may sound scary. Does tax-loss harvesting sound extreme or even dangerous to you? Listen in as Nate Reineke and Ben Utley explain what tax-loss harvesting is and how your colleag…
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1
The Glossary of Finance: Key Terms You Need to Know
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Join Dean Tellone as he turns financial jargon into everyday language in this must-listen episode of Mastering Finance with Dean Tellone. We’ll walk you through over 30 essential terms—from budgets, cash flow, and net worth to compound interest and FDIC insurance—so you’ll never feel lost in a conversation about “amortization” or “asset allocation”…
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1
How Values-Driven Branding Is Transforming Financial Services
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“At the end of the day, you're asking somebody to trust you with your money. But in reality, there is so much commonality. Putting your authentic self out there and getting people to know who you are to build that relationship is going to have a bigger impact for you in the long run.” — Michelle Borkowski Welcome to WomenShare, a celebration of wom…
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It’s Not Too Late: Smart Money Moves After 50 | Bill Yount - E105
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Jesse explores the financial journey of late starters with guest Bill Yount, co-host of Catching Up to FI. In the opening monologue, Jesse shares his “Stupidly Simple Secret Sauce” for personal finance: spend less than you earn, grow income without inflating lifestyle, invest consistently, and prioritize savings. He warns against flashy success sto…
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Receivables management: a unique advisory opportunity
31:13
31:13
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31:13
When engaging clients in advisory services, they often seek quick wins in areas that cause them the most frustration, such as receivables management. Questions like “How do I get my customers to pay on time?” and “Where can I find help?” create opportunities to implement Power of One services and improve cash flow. This session will focus on delive…
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Struggling to say NO when family or friends ask to borrow money? You’re not alone. In this video, we’ll show you how to politely decline these requests without feeling guilty or damaging your relationships. Learn practical tips and respectful strategies to set clear boundaries while keeping your connections strong. Watch now and take control of you…
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Easter Eggflation, Market Benchmarks, Tariffs, And The Fed: Zoom Out On Portfolio Performance And Investor Sentiment
34:01
34:01
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Analyze how inflation may prevent nearly half of Americans from dying Easter eggs and why consumer sentiment may be out of alignment with the reality on the ground. Discover how the most popular benchmark for measuring market performance may not be the most efficient one. Zoom out to examine historical trends and gain perspective on where your port…
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In this episode, Ray Sclafani explores the evolving landscape of financial advisory services, emphasizing the importance of understanding and communicating true value to clients. He discusses the limitations of traditional AUM-based revenue models and highlights the need for advisors to adapt their fee structures to reflect the comprehensive value …
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266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt
46:48
46:48
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In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challeng…
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Overwhelmed by creative goals? Try SMART Targets!
5:58
5:58
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5:58
Are you feeling bogged down by creative goals that seem too big, too vague, or just plain out of reach? If so, this episode of "From Creative Passion to Profit" is just for you. I often hear from creatives who are overwhelmed by ambitions that feel a galaxy away, and I know how frustration can quickly turn into stalled momentum. In this week’s epis…
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Why spending time in the woods makes you feel calm
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Decades of research have shown that "forest bathing" is good for your health. It can boost your immune system, lower blood pressure and help with depression. Here's how to reap these benefits on your next walk in the woods. This episode originally published August 24, 2023. Learn more about sponsor message choices: podcastchoices.com/adchoices NPR …
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WE'RE BACK! Tracking Record Gold's Meteoric Explosion LIVE with projected gold Prices, Fort Knox Mysteries, Our Team of Experts Makes Our Official Projections for long-term Gold Prices!
16:02
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Send us a text Gold prices are skyrocketing before our eyes, climbing past $3,458 per ounce and setting new records by the minute. After tracking inflation trends for over a decade, watching this explosive growth unfold is both validating and shocking – even surpassing our bullish predictions from last year. What we're witnessing follows a predicta…
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