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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Financial Advice Practice Podcasts
Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
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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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“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
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Up Your Average is the “no nonsense” podcast made for interesting people who think differently. Learn to navigate your life with unconventional wisdom by tuning in to Keith Tyner and Doug Shrieve every week.
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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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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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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 Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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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 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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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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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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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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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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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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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 Nate Reineke, a seasoned Certified Financial Planner™ professional, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Through our podcast, w ...
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2025 Best Christian Finance Podcast in the U.S., awarded by Best of Best Review. Money isn’t just about numbers — it’s about confidence, stewardship, and faith. If you've ever felt stuck in the cycle of financial shame, you're not alone — and you don't have to stay there. Welcome to Financially Confident Christian, where we blend Biblical wisdom, practical financial strategies, and daily encouragement to help you break free, build lasting confidence, and honor God with your resources. Hosted ...
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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. Investment advisory se ...
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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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Welcome to Katie Collin: Beyond the Balance Sheet, the podcast that lifts the lid on the financial realities of life as a medical professional in the UK. Hosted by Katie Collin, partner at Ramsay Brown LLP and specialist medical accountant, this show goes deeper than the numbers. From NHS pensions and tax planning to GP practice management and policy shifts, Katie shares expert insights, candid conversations, and real-world guidance tailored for doctors, practice managers, and healthcare pro ...
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A podcast to help internationally trained physicians in Canada achieve financial peace without selling any investment or insurance products.
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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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Lewis Howes is a New York Times best-selling author, 2x All-American athlete, keynote speaker, and entrepreneur. The School of Greatness shares inspiring interviews from the most successful people on the planet—world-renowned leaders in business, entertainment, sports, science, health, and literature—to inspire YOU to unlock your inner greatness and live your best life.
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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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The Doc Farhan Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast or materials linked from this podcast is at the user’s own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment. Users should not ...
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The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including 'Bermuda Shorts' and 'Asia Talks'. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corpo ...
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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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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If You Could with Matt & Taryn is a biweekly podcast designed to spark real conversations and share authentic stories from leaders and changemakers across the financial industry and beyond. Hosted by LPL Financial’s Matt Enyedi, Chief Client Officer, and Taryn Huget, Senior Vice President, each episode dives into timely topics and expert perspectives, leaving you with actionable insights to elevate your business. Whether you're looking for a fresh take or thoughtful conversation, If You Coul ...
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Featured in Wealth Professional Canada’s 2019 “Top 50 Advisors”, Kelvin Rampersad has been a respected and valued member of the financial industry for the past 30 years. Kelvin started his career in 1988 dedicating himself to making sure his client’s financial health was well looked after. Over the years Kelvin has built a successful practice by analyzing the specific financial needs of each client and the goals of their families. He goes above and beyond to educate and motivate his clients ...
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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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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 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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Are you a therapist that’s dreaming of your own 6-figure practice and all the freedom that comes with it? You’re asking yourself questions like “How do I build a business?”, “Do people really get private pay clients from Instagram” and “How can I scale beyond therapy?” You’re in the right place. Welcome to the Business of Therapy Podcast. Here you’ll find honest conversations about what it truly takes to be successful as a therapist— the good, the bad, and the ugly all included. You’ll hear ...
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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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Mind Sattva is a podcast about finding clarity and grounding in a noisy world. Hosted by Dr. Mitika Kanabar, a physician trained at Stanford with a background in addiction medicine, lifestyle medicine, and public health, the show blends ancient wisdom, modern understanding, and evidence-based perspectives to reflect on how we live, grow, lead, and connect. Each episode offers conversations or solo reflections shaped by professional insight, lived experience, and sometimes teachings rooted in ...
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The Beautifully Broken Podcast, hosted by Freddie Kimmel, is a one-stop destination for people looking to incorporate wellness technology, a positive mindset, and good energy into their lives. With a mission of helping people become their most authentic selves, it covers a wide variety of topics, from biohacking and functional medicine to mental health, providing practical advice and resources. As a survivor of metastatic cancer, chronic Lyme disease, and mold toxicity, Freddie brings his un ...
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A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.
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A podcast for the business of beautiful living presented by IDCO Studio. The Interior Collective is equal parts advisor, collaborator, and trusted friend to interior designers around the world. I’m your host, Anastasia Casey -- bringing in interior designers and industry tastemakers to provide you with actionable advice for your own practice from experts you already trust. Our star-studded lineup features industry-renowned names such as Amber Lewis, Heidi Callier, Shea McGee, Marie Flanigan, ...
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Ready to master the art of B2B consulting and accelerate your professional journey? Consulting Spotlight brings you weekly insights from the consulting industry's most brilliant minds. Host Michael Bernzweig, founder of Software Oasis, leverages decades of experience connecting top B2B consultants with leading organizations to bring you deep-dive conversations about what really works in consulting today. Each episode features strategic discussions with industry leaders, successful consultant ...
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CEO Financial Clarity Corner Podcast: Money Strategy, Wealth Building, Profit and Peace of Mind for Growth-Minded Entrepreneurs
Carla Titus
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Welcome to CEO Financial Clarity Corner, the podcast for visionary CEOs and founders ready to master their money, maximize their growth, and lead with confidence—without sacrificing their peace of mind. Hosted by Carla Titus, fractional CFO and founder of Wealth & Worth Within, each episode gives you practical strategies and expert advice to take the guesswork out of your finances and make your money work harder for your business—and you. Ever asked yourself: How do I pay myself consistently ...
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The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™. Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection. The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's abo ...
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We interview successful people about money, business & life to help young Australians become more financially literate.
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What Even IS Investing, and Why Does It Matter for Me?
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Investing isn’t just for the rich folks in their fancy suits—it’s for everyone, including you! That’s why we’re starting this series by asking a big question: What Even IS Investing, and Why Does It Matter for Me? A lot of people think they need bags of cash to even think about investing, but that’s just not the case. It’s all about putting your mo…
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Part 3: How I’m Posting Content During Maternity Leave
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We've made it to part three of my maternity leave prep series! In today's episode, I'm sharing how I'm posting content during maternity leave. If you missed the first two episodes (how I prepped my finances and team), make sure to check those out first. They set the stage for today's topic: content. As an Instagram therapist, content is a HUGE part…
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6 Morning Habits That Manifested So Much Money It Felt ILLEGAL [Lewis Howes SOLO]
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I spent years believing that working harder meant sleeping less, saying yes to everything, and constantly reacting to other people's demands. But wealth didn't show up when I hustled more—it showed up when I restructured my mornings. The truth is, the small, consistent habits I'm about to share with you turned chaos into clarity, and that clarity t…
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Helping Optometrists Overcome Business Challenges and Build Strong Teams With Kevin Wilhelm
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Kevin Wilhelm is the CEO of Cleinman Performance Partners, a consulting firm that helps optometry practices grow their business operations and drive performance. He also co-founded POD Marketing, which acquired Cleinman in 2025. In his role, he sets the firm’s strategic vision and oversees all consulting, HR, and practice transition services to hel…
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Building a successful insurance advice firm with Phil Thompson
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In this Australian Finance Podcast episode, your host Owen Rask sits down with Phil Thompson, the founder of Skye Wealth. Phil reveals how he bought into a financial advice business at 24, navigated six years of no growth, and then pivoted the business to insurance-only — ultimately building a team of over 55 and generating over $4.3 million in ann…
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Building Women | Dipalee Jukes - Grit, growth and building sustainable places
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In our latest Building Women episode Julia Jolley chats with Dipalee Jukes, Founder of Ground & Water. From navigating dual cultures in London and discovering geology at Southampton, to being the only woman of colour in her early teams, Dipalee shares how grit, curiosity and bold action led her to launch a consultancy during the 2008 recession. Tun…
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616: Authoring Your Life: Why the Personal Statement Is About (Much) More Than Getting into College
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In today’s episode, I’m joined by my long-time colleague, and our Chief People Officer here at CEG, Sandy Longworth. Sandy has worked as a therapist, a researcher, college counselor — among other things — and has spent years studying the role that narrative storytelling plays in how teens develop their identities. Important note: While Sandy traine…
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Beyond the Classroom: Navigating Finance Careers w/ Jaycob Arbogast
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In this episode of Financial Perspectives, host Tanya Suba-Tang - Membership Director at CFA Society San Francisco - sits down with Jaycob Arbogast, CFP, MBA - Director of the Center for Excellence in Finance at California State University, Chico. Together, they unpack the realities students face as they move from academia into the workforce, inclu…
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Dave Alison and Ian Karnell on AI as the Next Thought Partner in Finance
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How will artificial intelligence (AI) transform an advisor’s business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional’s Catherine Williams sits down with award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell to explore the o…
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How Top Financial Advisors Scale Growth Through Strategic Lead Generation
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In this episode, Ray Sclafani challenges advisory firm leaders to rethink how they attract new clients. He exposes why many firms are unintentionally sabotaging their growth by relying on outdated, ad-hoc approaches to client acquisition like waiting for referrals or operating off of a founder’s charisma. Ray dives deep into what it takes to build …
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Just like you wouldn’t go to a dermatologist for heart surgery, you shouldn’t take financial advice from generalists who don’t understand doctors. In this episode, we explore why medical professionals need specialists for wealth planning, the dangers of DIY solutions, and how RFL helps doctors achieve a Rich, Fulfilling Life in the most tax-efficie…
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Am I Ready for My Next Level of Financial Confidence?
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Today, we’re diving into that big question: Am I Ready for My Next Level of Financial Confidence? If you’re sitting there wondering if it’s time to trust God more or just chill, you’re not alone, my friend. Trust me, I’ve been there too, and here’s the scoop: financial peace isn’t a finish line—it’s more of a lifelong journey with God by your side.…
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I Sold My Company for $22M. Here’s Why I Bought It Back.
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Thinking about selling your company? 24 founders told us what really happens after the wire hits. — http://www.joinhampton.com/exit-report Jaclyn Johnson sold Create & Cultivate for $22 million. Then she hit pause – burned out, got divorced, and took a year off to figure out what she actually wanted. Now? She’s back, running the same company she so…
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What Are Your Dental Team’s Concerns in 2025?
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In this episode of The Art of Dental Finance and Management, Art Wiederman, CPA, shares key findings from a recent national survey of over 3,500 dentists, highlighting compensation trends for associate dentists, hygienists, dental assistants, and office managers. The data reveals a growing shift in workforce sentiment — with many dental professiona…
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Genetics Meets Epigenetics: Practical Tools for Better Health with Dr. Chad Yarbrough
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Welcome back to Beautifully Broken, where healing meets high performance. Today, I’m joined by Dr. Chad Yarbrough, a pioneer in genetic testing who’s changing the way we think about privacy, precision, and personalized care. Dr. Chad takes us from his early days in functional medicine—watching nonverbal kids go verbal and infertility cases resolve—…
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#693: Every Update you Need to Know About your Student Loans
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In our new TL;DR series episode, Taylor reads his article where he breaks down the biggest recent changes in student loan policy and how they affect dentists. He unpacks the phase-out of existing income-driven repayment plans and what the new options mean for your monthly payments and forgiveness timelines. Book a free consultation with a CFP® advi…
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“Gravity wears on all of us.” In this episode of Up Your Average, Keith and Doug discuss the best ways to care for aging family members. In this episode, you’ll learn: ➡️ The only 4 ways to respond to any aging situation ➡️ What questions to ask as your parents get older ➡️ The benefits of having aging parents move in with you…
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11 | Building Credit and Accessing Capital for your Business Growth
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Most business owners wait until they need funding to start preparing and by then, it’s often too late. That’s why Carla’s breaking down the real building blocks of bankability: profitability, consistency, and clean books. She’ll walk you through how to position your business as a credible borrower, how to start building business credit (even if you…
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Key Highlights from the Episode: 0:00 – Introduction 0:44 – Future-proofing your CRM and architecting for scalability 2:23 – Why most CRMs fail when firms grow 5:08 – AI in CRMs: more than just dashboards 10:34 – Inside “Elite Genie” and how it supports advisors 11:48 – Why your CRM is really a data warehouse 14:05 – Integration-first architecture …
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Mastering Fees in Financial Advisory [Episode328]
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In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors have around fees, the importance of setting clear expectations with clients, and the need for effective communication. The conversation emphasizes the value provided to clients and how it correlates w…
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How Can I Practice Grace When My Financial Habits Aren’t Perfect?
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Ever felt like you’re totally nailing your budget, then BAM, you overspend and that inner critic starts yelling? Yeah, I’ve been there too. Today, we’re diving into why that happens and how to shake off the shame that comes with it. Spoiler alert: perfection isn't the goal; it's all about grace and progress. We’ll chat about how to get back up afte…
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Andrew Huberman: The #1 Reason Why Faith-Based Practices Matter When It Comes To Your Mental Health
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The world's most respected neuroscientist just admitted something LIVE at Summit of Greatness that shocked everyone: prayer saved his mental health. After decades of relying purely on science, Andrew Huberman discovered that faith-based practices don't just feel good—they literally restructure your brain for better health, clearer thinking, and dee…
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In this episode of The Australian Finance Podcast, Gemma Mitchell is joined by Lexi Smith from MoneyVine to unpack a little-known work perk that’s actually worth it — financial wellbeing workshops. If you enjoyed this chat, don’t forget to subscribe on Apple, Spotify, YouTube or wherever you get your podcasts. In this episode, Gemma and Lexi dive i…
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What’s My Secret Weapon Against Losing Financial Motivation?
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Today, we're diving deep into a hot topic: how to keep your financial motivation alive when the journey feels like a never-ending slog. Our listener hit us up with a real gem of a question, What’s My Secret Weapon Against Losing Financial Motivation? Spoiler alert: motivation isn’t some magical fairy dust that just appears; it’s something we’ve got…
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#692: Two Cents of 9/27 - Government Shutdown?; Surge In Gold; When Should You Refinance Loans?
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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 of Dentist Money’s Two Cents, Matt, Taylor, and Rabih explore the potential effects of a government shutdown on financial markets, the surge in gold prices, and when it makes sense to refinance loans. They discuss why markets oft…
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578 – Student Loan Struggles in Canada: Paying Debt Years Later
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Student loans can follow Canadians for years after graduation, sometimes delaying life milestones like buying a home or starting a family. In this episode, Doug Hoyes and Ted Michalos explain why student debt is so difficult to repay in Canada, the risks of borrowing for education, and the Supreme Court’s latest ruling on the “7-year rule” for gove…
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How Can I Lock In My Financial Wins and Make Them Last?
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We’re diving straight into how to lock in those financial wins you’ve worked so hard for. How Can I Lock In My Financial Wins and Make Them Last? Seriously, you’ve busted your butt to break free from those old habits, and now it’s time to make sure they don’t come creeping back. Did you know that a whopping 73% of folks who hit a financial mileston…
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Join Bermuda’s Jerome Wilson and George McCallum for an insightful “Tech Talks” episode exploring the practical considerations for licensing a Digital Assets Business Act (DABA) entity in Bermuda. They delve into key personnel requirements – including the appointment of a senior representative, compliance officer, and a well-structured board – and …
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National Recovery Month: Understanding Addiction and Healing
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What does it truly mean to be in recovery? In this first episode of In The Flow, a new series within Mind Sattva: Practical Wisdom for Modern Life, Dr. Mitika Kanabar reflects on the many ways recovery can take shape. As an addiction medicine physician, she shares her belief that recovery begins the day you decide to get help and reminds us that th…
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Expanding with Intention: Opening a Satellite Office with Bria Hammel
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Season 7 of The Interior Collective is brought to you by Materio. An operating system built specifically for design projects—from start to finish. That’s what Materio is. From concept to handoff, client billing to procurement—it’s one connected workflow. Try it for free. It’s intuitive. It’s fast. The Interior Collective listeners get 50% off their…
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There’s a classic honeymoon period where you hire someone and think they’re going to solve all your problems. But what happens when that’s over and you realize all your problems aren’t solved? Matthew and Micah sit down to tackle the problem of employing people and discuss what needs to happen in order to have an effective and harmonious team. List…
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How Can I Finally Live in True Financial Peace?
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Today, we’re diving deep into a question that’s been buzzing in your minds: How Can I Finally Live in True Financial Peace? Spoiler alert: it’s not about crossing some imaginary finish line or ticking off a checklist. Nope, peace is more like a lifelong journey of faith, one step at a time. We’ve spent the last 30 days breaking those pesky financia…
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Dr Joe Dispenza: 4 Hacks to REWIRE YOUR MIND & Attract Your Dreams!
52:58
52:58
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Dr. Joe Dispenza drops some mind-bending revelations about what he's witnessed in his work – people stepping out of wheelchairs, blind individuals regaining sight, and children with autism experiencing dramatic transformations, all through the power of consciousness alone. He shares the exact four-step process that people with "incurable" condition…
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Financial wisdom and Kenyan tea | Meet Rakesh Shah
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Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career. Rakesh opens up about his side business in Kenyan tea, his approach to r…
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Lessons from Peter Lynch, Charlie Munger and Warren Buffett – Q&A
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Franking credits, ETF fees & starting from zero – we’re answering your burning questions.In this episode of the Australian Finance Podcast, your host Gemma Mitchell is joined by Mitchell Sneddon, Head of Funds at Rask and co-host of the Australian Investor Podcast, to tackle your questions!Questions answered in today’s Q&A- What a franking credit a…
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072: How Vet Practice Owners can Thrive in Life and Business - Dr. Christine Staten
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35:26
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Christine Staten, DVM, MBA has been a veterinary practice owner for over 20 years, and in that time, has made lots of great decisions (and some she wouldn’t make again!) while growing her practice and her team. Dr. Christine joins Meredith to share her story and why she’s so passionate about helping other vets build veterinary practices that succee…
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Are your financial decisions evolving as your wealth grows? In this episode of the Rational Reminder Podcast, we welcome back Nick Maggiulli to unpack his approach to climbing the wealth ladder and creating the life you want. Nick is the Chief Operating Officer at Ritholtz Wealth Management, the author of The Wealth Ladder and Just Keep Buying, and…
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Episode 161: Entrepreneur's Personal Planning Series Wrap-Up.
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We would love to hear what you have to say about this episode. Please send us a text. This episode, your hosts, Jim Gebhardt and Matthew Grishman really get their arms around the entrepreneur's journey as they wrap up the series for entrepreneur's personal planning. This is perfect for that time when the business gets sold or there's an exit and th…
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When Is the Best Time for Financial Advisors to Transition Firms?
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Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules factor into timing 5:35 – Deferred comp considerations for advisors 10:23 – Why firms sweeten deals in Q4 to hit quotas 12:48 – The myth of the “perfect” time…
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