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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are 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. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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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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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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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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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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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
41
647
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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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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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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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanc ...
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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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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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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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The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.
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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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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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Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (which can feel like a bad case of indigestion). From navigating student loans to making smart investments, we explore everything from PSLF to practice ...
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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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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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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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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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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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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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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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Physician Family Finances Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
1115
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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Smithink - helping accountants turn their practices into great businesses
David Smith + Mark Holton, Smithink
480
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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Modern Financial Wellness isn’t just about dollars and cents—it’s about how we think and feel about money, the decisions we make, and the deeper forces that influence our financial wellbeing. Hosted by financial planner Jim Grace, CFP®, this podcast gives you insights into the psychology of money, exploring the emotions, habits, and experiences that shape the way we approach our finances. In today’s world, financial advice is everywhere, but most of it focuses on the technical aspects—how to ...
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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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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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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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The Legal Tech Mastery Show delivers sharp, weekly insights for solo and entrepreneurial lawyers who want to run a modern, tech-savvy practice. Focused on legal professionals in Luxembourg and beyond, each episode covers the essential tools, workflows, and habits needed to draft faster, manage smarter, and grow sustainably — without overwhelm. Whether you're exploring legal AI, optimizing your digital infrastructure, or simplifying content creation, this show helps you go from beginner to op ...
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CISSP Cyber Training Podcast - CISSP Training Program
Shon Gerber, vCISO, CISSP, Cybersecurity Consultant and Entrepreneur
45250
Join Shon Gerber on his weekly CISSP Cyber Training podcast, where his extensive 23-year background in cybersecurity shines through. With a rich history spanning corporate sectors, government roles, and academic positions, Shon imparts the essential insights and advice necessary to conquer the CISSP exam. His expertise is not just theoretical; as a CISSP credential holder since 2009, Shon translates his deep understanding into actionable training. Each episode is packed with invaluable secur ...
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Stay informed on artificial intelligence shaping legal practice with The AI Law Briefing podcast notebook. Receive concise, factual updates on LLM advancements, practical AI tools for lawyers, and critical AI-related laws and regulations in the EU and beyond. Essential insights for legal professionals. This podcast contains content generated or significantly edited using artificial intelligence tools. All information is provided for general informational purposes only and reflects knowledge ...
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If you find managing your money a struggle, this is the podcast for you. From The Irish Times, Better With Money is a crash-course in how to spend responsibly, save effectively and make big financial decisions wisely. Hosted on Acast. See acast.com/privacy for more information.
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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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Are you a dentist with student loans? Join me, Conor Mahlmann, CFP®, CSLP® and my co-host Jake Courtney, CFP®, CSLP®, on a journey for dentists eager to take control of their financial futures—without the pain of a dental drill! Each episode explores the unique challenges and opportunities in dentistry, offering insightful tips and plenty of laughs (because finance doesn’t have to be boring). From managing debt to smart investing to practice management, we cover everything essential and outr ...
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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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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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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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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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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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Tired of feeling like you're always broke? Think again! In this video, we're breaking down 5 clear signs that you're actually doing better than you think — kahit feeling mo kapos ka, these might prove otherwise. If you've been doubting your progress, this might be the reality check you need. Let's talk about the hidden signs that you're not broke —…
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Saving, Schooling and Setting Kids Up for Life
42:39
42:39
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In this episode, Pete Wargent from the Australian Property Podcast and Gemma Mitchell from the Australian Finance Podcast are back to dive into a big topic – raising financially confident, and competent kids. From choosing between private or public schooling, to saving (or not saving) for your kids, we cover it all. We chat about: Private vs public…
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Solo & Social: Building Your Law Firm’s Brand from Scratch
37:09
37:09
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Tristian Shannon took an unexpected route to the legal profession, trading the world of real estate for the courtroom. He joins us to discuss that journey, revealing the challenges that propelled him toward law and the entrepreneurial spirit that led him to build his own firm. Beyond the traditional legal landscape, Tristian is a proponent of moder…
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CCT 247: Mastering Access Controls - From Biometrics to Administrative Policies (CISSP Domain 4)
18:34
18:34
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Send us a text A shocking incident in Spain recently left 60% of the country's power grid dark in less than five seconds. Was it a cyber attack? The jury's still out, but this real-world event perfectly illustrates why understanding access controls and security mechanisms is critical for today's cybersecurity professionals. Sean Gerber, despite bat…
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A lot of well-meaning advice says to put money into a Traditional IRA to lower your tax bill. But for most veterinarians, that move can backfire. We’ve seen it again and again: smart, hardworking vets unknowingly setting themselves up for a bigger tax hit down the road. We’re breaking down why that happens, who should be using Traditional IRAs, and…
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Are You Playing by the Wrong Money Rules? Discover the Secrets Banks Don’t Want You to Know with Joe Pantozzi - Episode 346
19:44
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In this episode, I sit down with Joe Pantozzi to expose how the financial system is designed to favor the banks—and how even smart, hardworking people often end up playing by rules that were never meant to help them win. We dive into the hidden costs of toxic debt, the illusion of “good credit,” and the subtle traps that drain your wealth without y…
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Charley O’Neill | Mortgage Mum: Finding work-life balance and flexibility in financial services
37:39
37:39
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Charley O’Neill | Mortgage Mum: Finding work-life balance and flexibility in financial services In this episode of Just Covered, we meet Charley O’Neill, Senior Mortgage and Protection Adviser and Head of New Build at Mortgage Mum. A mother of two, Charley’s journey in financial services began after leaving school. She earned her stripes in custome…
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Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm
24:08
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Highlights include: -The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for -Real-life examples of advisors losing $40K/month by not making a decision -How Elite’s pro forma modeling helps advisors make sense of the math behind a transition -The psychological power of complacency -…
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DIS Is It - The DISability Insurance Guide You Need
34:57
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You’ve spent years building your career. What happens if you couldn’t work tomorrow? This uncomfortable question highlights why disability insurance carries serious weight despite not being a flashy topic. Financial planner Jared Costigan, CFP®, CSLP®, joins us to talk about what it really means to protect your most valuable asset: your ability to …
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Tune in to the new show, Financially Free Era by SLP Wealth, discover the biggest misconceptions people have about being “financially free,” the various forms of FIRE ("Financial Independence, Retire Early"), and more. We’re excited to launch this new podcast and hope you subscribe on your favorite podcast app! Follow on Apple Podcasts, Spotify, Am…
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What should you do if your next-door neighbor plays the drums all the time? Or shows up uninvited? Or leaves trash in their front yard? In this episode of Dear Life Kit, professional mediator Sasha Philip and writer Celeste Headlee share advice on these thorny neighbor dilemmas. Learn more about sponsor message choices: podcastchoices.com/adchoices…
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From Korean Orphanage to Millionaire: Sun Yong Kim-Manzolini on Overcoming Adversity and Building Wealth
1:10:54
1:10:54
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Welcome back to Modern Financial Wellness! I’m your host, Jim Grace. On today’s episode, I had the privilege of sitting down with Sun Yong Kim-Manzolini—a truly remarkable entrepreneur, author, and self-made millionaire. Her story is nothing short of extraordinary, taking us from her beginnings in a Korean orphanage, unable to walk, to building an …
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Could This ONE Simple Change Fix Your Sleep Forever?, Making Schools Healthy Again, and Why Your Air Filter Probably DOESN'T Work Right With Mike Feldstein
1:09:32
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In this episode with repeat guest and air quality expert Mike Feldstein, founder of the Jaspr air purifier (you can check out our first show together here), you'll get to explore why clean air might be the most overlooked pillar of your wellness routine—and how poor air quality could be quietly sabotaging your sleep, focus, and even your closest re…
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#100: The Angus Family Playbook: How to Build a Business, Raise Leaders & Think Generationally with Josie Angus - Angus Pastoral Co
48:41
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What happens when a family doesn’t just talk about legacy — but builds it, lives it, and scales it? In this powerful episode, Ben Law sits down with Josie Angus of Angus Pastoral Company and Signature Beef — one of the most respected names in Australian beef. Together, they unpack the rarely-heard behind-the-scenes strategy that turned a fourth-gen…
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Episode 54: The Harsh Truth No One Tells GP Owners About Building a Dream Practice — Until It’s Too Late
42:18
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Every clinic owner asks it sooner or later: “How long will it take to build the clinic I’ve always wanted?” The answer? It depends on where you're starting and how long you're willing to stay stuck in the wrong layer. In this episode, Dr. Sachin Patel and Dr. Todd Cameron walk you through the five distinct layers of Practice Ownership, from soul-cr…
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#647: Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress
39:14
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How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress relate to building liquidity? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by our member of the Dentist Advisors’ Facebook Discussion Group. Tune in for s…
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Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts
29:03
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If fishing were easy, they’d call it catching. If backdoor Roths were easy, they’d call it a loophole. Listen in as Nate Reineke and Ben Utley answer a cumbersome backdoor Roth question from a physician who fears they made a mistake, but the answer may be simpler than anticipated. We also answer your colleagues' questions. Investing Now: A retired …
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117: Alex Judd - Your Personality Is NOT a Business Plan
1:15:00
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Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode. Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in …
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Impoverished Upbringing to Money Monster w/ Listener Nick Gangwer #986
53:10
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We’re trying something completely new for our episode today: we’re hearing from a listener. Not in the form of a question submitted via voice memo, but we’re actually sitting down and having a ‘real money’ conversation, with Nick Gangwer. We met Nick at a listener hang about a year ago and his personal story and the proactive steps that he had take…
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In this Australian Finance Podcast episode, your hosts Owen Rask and Huw Lam from BetaShares take you inside the ATEC ETF – Australia’s homegrown tech fund. This episode covers: What the ATEC ETF is and what companies it holds Why investors are paying attention to Australian tech How sectors like AI and cloud computing are driving growth The role A…
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AI Law Briefing: Essential LLM Updates, RAG for Legal Accuracy, and Key AI Regulations for Luxembourg and EU Lawyers - 0001 - We 21 May 2025
28:44
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AI Law Briefing: Essential LLM Updates, RAG for Legal Accuracy, and Key AI Regulations for Luxembourg and EU Lawyers - 0001 - We 21 May 2025 This episode delivers a concise update on the latest developments in large language models, practical AI tools for legal professionals, and critical regulatory changes affecting Luxembourg and the EU, includin…
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💵 Investing for beginners, learn more here! https://rampver.com/invest-yt 🌱 Register for a FREE Rampver Online account and start investing for your future: https://go.rampver.com/yt-signup 💡 Get in touch with us to learn more!https://rampver.com/inquire/social-li...
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CCT Vendor 03: From Bomb Loader to Hacker - A Journey in Cybersecurity with Clint Steven (Phycyx.com)
43:28
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Send us a text What happens when a former Air Force weapons loader transforms into a cybersecurity expert? Clint Stevens from Physics joins us to share his remarkable journey through military intelligence, special operations support, and cyber warfare before founding his own security consultancy. This conversation peels back the layers of cybersecu…
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In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the evolving landscape of advisory firms, emphasizing the importance of clarity in defining ideal clients, innovative pricing strategies, and the adoption of collaborative team models. He highlights the significance of developing talent from within and integrating techn…
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274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*
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Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients?... and…
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Psychologist Zorana Ivcevic Pringle says creativity isn't a trait. It's a choice, something you can foster and prioritize. In this episode of Life Kit, in collaboration with NPR's science podcast, Short Wave, Ivcevic Pringle explains how to bring creativity into your everyday life, overcome creative blocks and stick with creative ideas and projects…
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Here's why your business needs cloud accounting
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If you’ve ever found yourself dreading book-keeping, losing track of invoices, or feeling like you’re running your business through a fogged-up windscreen, this episode of is for you. I’ll walk you through why cloud accounting isn’t just another buzzword or a painful admin exercise, but a genuine game-changer for freelancers, small business owners,…
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How your childhood experiences of money could be ruining your finances today
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Your earliest money memories might be sabotaging your present day finances. That top you bought after a bad day at work? That savings account you keep meaning to open? Or that skimping you do on the bill at the end of a meal, that makes your friends’ eyes roll... Most of these behaviours can be traced back to attitudes and beliefs around money that…
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+$100M Exit, Then I Failed. Why 70% of Second-Time Founders Do Too.
1:00:03
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127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report After a nine-figure exit, Anastasia Koroleva went through divorce, failure, and identity loss. She reflects on what she didn’t see coming. Here’s what we talk about: Anastasia’s journey from a boots…
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In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the common frustration dentists feel about paying taxes and offers strategies to alleviate that burden. Jake emphasizes that while taxes are inevitable, proactive financial planning can help minimize their impact. He encourages dentists to focus on aspects they can co…
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CCT 246: CISSP Training - Secure Communication Protocols (Domain 4.1.3)
32:35
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Send us a text Cybersecurity professionals need a solid understanding of secure communication protocols, not just for exam success but for real-world implementation. This episode unpacks the essential protocols covered in CISSP Domain 4.1.3, providing clear explanations of how each works and when to use them. We begin with a timely discussion of th…
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Ask HTM - Special Roth Accounts, Investing During A Sabbatical, & Reverse Mortgages #985
51:28
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Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …
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Nina Badzin, host of the podcast Dear Nina: Conversations About Friendship, has spent a lot of time thinking about the richness that old friends add to our lives. In our lows and in our highs, our old friends can remind us of who we are. But time can also do a number on those relationships. So on this episode of Life Kit: how to maintain your longs…
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In this conversation, Jarvis and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with clients and team members. They outline five common mistakes advisors make when planning time off, including not setting expectations, failing to communicate effectively, and neglecting to have an emer…
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How to review and rebuild life insurance with Skye Wealth
38:03
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38:03
In this Australian Finance Podcast episode, your hosts Owen Rask and Phil from Skye Wealth sit down to talk all things life insurance. They explore: The essential types of life insurance every Aussie should understand How to review your existing policies, especially inside super What income protection really covers—and what it doesn’t The pros and …
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In this episode, we confront the uncomfortable truths about being a woman in financial services. From the subtle microaggressions to the overt barriers, we share real experiences that highlight just how challenging the industry can be — and why that needs to change. But this isn’t just about the problems. It’s about the power of authenticity. We ex…
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First Steps with the Surface Pro 11: Setup, Screen Comfort, and Legal Essentials - 0002
28:32
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28:32
First Steps with the Surface Pro 11: Setup, Screen Comfort, and Legal Essentials - 0002 This week, we explore the practical setup of the Surface Pro 11 for lawyers moving to Windows 11. From secure logins and ergonomic screen protectors to optimised legal workflows and accessories, each step is designed to boost daily focus and performance. We high…
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#645: Two Cents 5/17 - Fed News; Private Equity's Effect; One Big Bill Overview
32:19
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses…
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What is JEDI: And Why it Matters for Financial Advisors
19:20
19:20
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Key takeaways include: -What “managed CRM services” actually mean for advisors -How JEDI helps automate repetitive tasks like RMD reminders and client scheduling -Why data integrity is non-negotiable - and how to test if your data is clean -The direct impact of CRM optimization on firm valuation and exit strategy -Real use cases for automation, int…
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Why You're Probably Wasting More Time Than You Think (& What To DO About It!) With Sahil Bloom.
1:02:45
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In this thought-provoking episode, you'll get to explore what it really means to live a wealthy life—beyond just dollars in the bank. I sit down with Sahil Bloom, bestselling author of The Five Types of Wealth, to unpack a realization that reshaped his entire worldview: he wouldn’t trade lives with the ultra-successful figures he once admired. Get …
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Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco
40:49
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In this episode of Quantum Growth for Financial Advisors, host Jon Kuttin welcomes back Joseph Greco, Managing Director of Elite Advisor Successions, for an in-depth look at buy-side strategies in the succession planning process within the wealth management M&A landscape. Drawing from decades of combined experience, Jon and Joseph explore the key t…
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Hello and welcome to The Magellan Network Show. Today, let's talk about what it takes to grow your business—what works, what doesn't, and how to cut through the noise. I've seen advisors try everything from seminars to social media, and while some crush it, others struggle with the same strategies.Here's the truth: if something works for someone, t…
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